Heredis Help
Heredis for Windows
2015 Release
DISCOVER HEREDIS
9
3.2 Creating a genealogy file
12
New genealogy file. . . . . . . . . . . . . . . . . 12
Import a genealogy file . . . . . . . . . . . . . . . 12
1 What can Heredis do?
Reopen a family tree. . . . . . . . . . . . . . . . 12
3.3 Overall view
1.1 Entering data
10
Data . . . . . . . . . . . . . . . . . . . . . . . . . 10
Illustrations. . . . . . . . . . . . . . . . . . . . . 10
1.2 Family tree charts and other documents
10
Print tree charts . . . . . . . . . . . . . . . . . . 10
Print reports, sheets, or fully illustrated books . . . 10
1.3 Making your work known to others
10
1.4Exchanging
10
3.4Navigating
13
3.5 Adding and linking persons
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3.6 Illustrating your genealogy
14
3.7Deleting
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3.8 Creating a tree chart
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3.9 Printing documents
16
Sheets . . . . . . . . . . . . . . . . . . . . . . . 17
2.1 Being kept informed of all updates
11
2.2 Reinstalling Heredis
11
3 How to start?
Heredis for Windows
The main Heredis screen . . . . . . . . . . . . . . 12
Reports . . . . . . . . . . . . . . . . . . . . . . . 16
2 Your software up-to-date
3.1 Launching Heredis
12
Books . . . . . . . . . . . . . . . . . . . . . . . . 17
3.10Researching your genealogy
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3.11 Sharing
18
Publish to Heredis Online. . . . . . . . . . . . . . 18
Import/export data. . . . . . . . . . . . . . . . . 18
12
3.12Synchronizing
18
2
MANAGING HEREDIS 25
4 Going further
4.1 Arranging your work environment
20
Manage the panels . . . . . . . . . . . . . . . . 20
Choose the graphics. . . . . . . . . . . . . . . . 20
Customize your toolbar . . . . . . . . . . . . . . . 20
5 Heredis architecture
5.1 Heredis files
26
Select data entry method . . . . . . . . . . . . . 20
Manage files on the Home page. . . . . . . . . . 26
Define your preferences . . . . . . . . . . . . . . 20
Display of genealogies. . . . . . . . . . . . . . . 26
Select your work screen. . . . . . . . . . . . . . 20
Open a genealogy file . . . . . . . . . . . . . . . 27
4.2 Getting assistance during data entry
20
Enter data quickly . . . . . . . . . . . . . . . . . 21
Error-free data entry. . . . . . . . . . . . . . . . 21
4.3 Entering a type of event
22
4.4 Entering a family group 22
4.5 Exploring the Indexes 22
4.6 Managing the results of any search
23
4.7 Searching for duplicates 23
Close a genealogy file. . . . . . . . . . . . . . . 27
Save a file. . . . . . . . . . . . . . . . . . . . . . 27
5.2 Heredis data structure 28
Persons . . . . . . . . . . . . . . . . . . . . . . . 28
Relationships. . . . . . . . . . . . . . . . . . . . 29
Events. . . . . . . . . . . . . . . . . . . . . . . . 29
Witnesses . . . . . . . . . . . . . . . . . . . . . . 30
Media . . . . . . . . . . . . . . . . . . . . . . . . 30
Surnames – Given Names – Occupations – Places.30
6 Work environment
6.1 Menus and toolbar
32
The Heredis menus . . . . . . . . . . . . . . . . . 32
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Customize the toolbar . . . . . . . . . . . . . . . 32
Delete a person . . . . . . . . . . . . . . . . . . . 37
Redisplay the toolbar by default. . . . . . . . . . 32
Merge two persons . . . . . . . . . . . . . . . . . 37
6.2 Display Tabs
32
7.2Parents
38
Family tabs. . . . . . . . . . . . . . . . . . . . . 32
Add a new person. . . . . . . . . . . . . . . . . 38
Data tabs. . . . . . . . . . . . . . . . . . . . . . 32
Link an existing person . . . . . . . . . . . . . . 39
Lineage tabs. . . . . . . . . . . . . . . . . . . . 32
Unlink a person and parents . . . . . . . . . . . . 39
The Search tab . . . . . . . . . . . . . . . . . . . 33
6.3 Removable panels
7.3Spouses
39
33
Add a new person. . . . . . . . . . . . . . . . . 39
Display or hide the panels. . . . . . . . . . . . . 33
Link an existing person . . . . . . . . . . . . . . . 40
Resize the panels . . . . . . . . . . . . . . . . . . 33
Information concerning the family. . . . . . . . . 40
Arrange the panels. . . . . . . . . . . . . . . . . 33
Families order. . . . . . . . . . . . . . . . . . . . 41
6.4 Adapting the workspace
33
Menus and toolbar. . . . . . . . . . . . . . . . . 33
Delete a family. . . . . . . . . . . . . . . . . . . 41
7.4Children
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Panels . . . . . . . . . . . . . . . . . . . . . . . 33
Add a new person. . . . . . . . . . . . . . . . . 42
Genealogy files. . . . . . . . . . . . . . . . . . . 33
Link an existing person . . . . . . . . . . . . . . 42
Display more than one genealogy file. . . . . . . 33
Order of children. . . . . . . . . . . . . . . . . . 43
Display more than one workspace. . . . . . . . . 33
Unlink a child and his/her parents. . . . . . . . . 43
7 Adding, linking and unlinking persons
7.1 Linking an existing person or creating a new
individual?35
Create the first person. . . . . . . . . . . . . . . 35
7.5Witnesses
43
Add a new person. . . . . . . . . . . . . . . . . 43
Link an existing person . . . . . . . . . . . . . . 44
Add a new person with his/her witnesses . . . . . 44
Change a Witness link . . . . . . . . . . . . . . . 44
Add a person . . . . . . . . . . . . . . . . . . . 36
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Unlink a witness and an event . . . . . . . . . . . 45
8.4Events
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45
Add an event . . . . . . . . . . . . . . . . . . . . 52
Add a new person. . . . . . . . . . . . . . . . . 45
Share a person event . . . . . . . . . . . . . . . . 53
Personal links with an existing person. . . . . . . 45
Customize the display of events. . . . . . . . . . 53
Change a personal link . . . . . . . . . . . . . . . 46
Information on the event. . . . . . . . . . . . . . 53
7.6 Other linked persons
8.5Dates
8 Adding and changing information
55
Recognized calendars . . . . . . . . . . . . . . . 55
Entry of dates . . . . . . . . . . . . . . . . . . . . 55
8.1 Data entry mode 47
Automatic calculation of birth dates . . . . . . . . 56
Change the data entry mode . . . . . . . . . . . 47
Conversion tool for dates . . . . . . . . . . . . . . 57
Personalize the data entry mode . . . . . . . . . . 47
The dates of movable feasts. . . . . . . . . . . . 57
Check the items not displayed. . . . . . . . . . . 47
8.2 Identity of persons
8.6Places
57
47
Assign an existing place to an event . . . . . . . 57
Identity fields. . . . . . . . . . . . . . . . . . . . 47
Create a new place and assign it to an event . . 58
Signature. . . . . . . . . . . . . . . . . . . . . . 49
Create a new place to be assigned later . . . . . 58
Child status . . . . . . . . . . . . . . . . . . . . . 49
Information for the place. . . . . . . . . . . . . . 58
Flags and their use . . . . . . . . . . . . . . . . 49
Geolocate a place . . . . . . . . . . . . . . . . . 58
User fields . . . . . . . . . . . . . . . . . . . . . 49
Choose the recognized places . . . . . . . . . . 59
Notes. . . . . . . . . . . . . . . . . . . . . . . . 50
8.3 Placing persons
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8.7Sources
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Assign an existing source to an event. . . . . . . 59
The Root Person. . . . . . . . . . . . . . . . . . 50
Create a new source and assign it to an event . .
60
Genealogy numbering . . . . . . . . . . . . . . . 50
Create a new source and assign it later. . . . . . 60
Information for the source. . . . . . . . . . . . . 60
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Media and interpretation of the source . . . . . . . 61
9.4 Sharing media
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62
Export a file containing media. . . . . . . . . . . 68
Permanent control for duplicates . . . . . . . . . . 62
Export media files . . . . . . . . . . . . . . . . . 68
8.8 Checking of data
Validity Control. . . . . . . . . . . . . . . . . . . 62
9.5
Photo tool
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Consistency control . . . . . . . . . . . . . . . . 62
The Media tab . . . . . . . . . . . . . . . . . . . 69
Completeness of data . . . . . . . . . . . . . . . 64
The Edit tab. . . . . . . . . . . . . . . . . . . . . 70
The Details tab. . . . . . . . . . . . . . . . . . . 70
9 Illustrate your data
9.1Media
The Identification tab . . . . . . . . . . . . . . . . 70
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What media for your genealogy? . . . . . . . . . . 65
What data can be illustrated? . . . . . . . . . . . 65
Importing media to your file . . . . . . . . . . . . 65
Information on the media . . . . . . . . . . . . . . 66
9.2 Searching media 66
Check missing media . . . . . . . . . . . . . . . . 66
Find a group of media. . . . . . . . . . . . . . . 67
Reassign media . . . . . . . . . . . . . . . . . . . 67
Update all media. . . . . . . . . . . . . . . . . . 67
9.3 Unlinking, replacing or deleting media
67
9.6 The slideshow
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10 Overall management of data
10.1Accessing Indexes 73
10.2Searching and sorting
73
Search for an element in an Index . . . . . . . . . 73
Manage the displayed results . . . . . . . . . . . 73
Display all the elements of an Index. . . . . . . . 73
10.3Consulting usage 73
10.4Modifying data throughout the file
74
Unlink media. . . . . . . . . . . . . . . . . . . . 67
Modify upper or lower case . . . . . . . . . . . . 74
Replace media with other media . . . . . . . . . . 67
Replace an element with another . . . . . . . . . 74
Delete media. . . . . . . . . . . . . . . . . . . . 68
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Manage variants. . . . . . . . . . . . . . . . . . 74
10.5Deleting data throughout the file 75
Delete an element from an Index . . . . . . . . . . 75
Delete unused data from an Index . . . . . . . . 75
10.6Consulting Place maps
75
Visualize the map . . . . . . . . . . . . . . . . . . 75
10.7
Rapid Search . . . . . . . . . . . . . . . . . . . . 84
Search by Name. . . . . . . . . . . . . . . . . . 84
Multiple criteria Search . . . . . . . . . . . . . . . 85
11.3Handling information found
86
Handle the results of search for persons . . . . . 86
Manage duplicates. . . . . . . . . . . . . . . . . 86
Geolocate unrecognized places. . . . . . . . . . 76
11.4 Searching online data
87
Family Tree Mapping
11.5 Search in Online Archives
87
76
Filters and display options. . . . . . . . . . . . . 76
Access and navigation in online archive sites. . . 88
Map display . . . . . . . . . . . . . . . . . . . . . 77
Processing captures. . . . . . . . . . . . . . . . 90
Research lists . . . . . . . . . . . . . . . . . . . . 77
Associating with an event . . . . . . . . . . . . . 90
11 Searching for information
11.1Searching by type of information
12 Creating documents
79
12.1Editing reports, sheets and books 92
Search for persons. . . . . . . . . . . . . . . . . 79
Create a predefined report. . . . . . . . . . . . . 92
Research of Branches. . . . . . . . . . . . . . . 81
Compose a book . . . . . . . . . . . . . . . . . 92
Search for Sources . . . . . . . . . . . . . . . . . 81
Compose a Custom Report . . . . . . . . . . . . 93
Search for Places . . . . . . . . . . . . . . . . . . 82
Search for Media. . . . . . . . . . . . . . . . . . 83
Search for other data types . . . . . . . . . . . . 83
11.2Searching for individuals
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12.2Saving a document
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12.3Printing a document
95
12.4Exporting a genealogy document
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7
12.5Constructing tree charts 95
Edit a tree chart . . . . . . . . . . . . . . . . . . 95
Tree Chart Screen . . . . . . . . . . . . . . . . . 96
Format the tree chart . . . . . . . . . . . . . . . . 98
Create a Heredis Online account
. . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Managing account information
. . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Print the tree chart. . . . . . . . . . . . . . . . . 101
Managing your publications
. . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Export a tree chart . . . . . . . . . . . . . . . . 101
Publish a genealogy to Heredis Online . . . . . . 108
Save the tree chart. . . . . . . . . . . . . . . . 102
13.5 Publish group photos on Heredis Online 108
Create and set an album. . . . . . . . . . . . . 108
13Exchanging
13.1Importing and exporting data
Settings and management of your albums . . . . 109
103
Import data in GEDCOM format . . . . . . . . . 103
Consult an album . . . . . . . . . . . . . . . . . 109
Sharing an album . . . . . . . . . . . . . . . . . 110
Private access . . . . . . . . . . . . . . . . . . . 110
Import Heredis data . . . . . . . . . . . . . . . .103
Export data . . . . . . . . . . . . . . . . . . . .103
Select the data to be exported . . . . . . . . . . 104
13.2Synchronize with other devices 105
How to exchange via WiFi network?. . . . . . . .105
How does synchronization work? . . . . . . . . .105
How to exchange without WiFi?. . . . . . . . . .106
13.3 Transmit without synchronizing
106
Exchange with a Mac . . . . . . . . . . . . . . . 106
Exchange via iTunes. . . . . . . . . . . . . . . .106
13.4 Publishing to Heredis Online Heredis for Windows
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APPENDICES111
Available buttons
DISCOVER HEREDIS
112
Functional Shortcuts
General Commands 115
File Management
115
Edition115
Navigation115
Data Entry
115
Search116
Tree Chart Management
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9
1
What can Heredis do?
1.1 Entering data
Data
Who were your ancestors? Heredis will help you find them. Through
guided and intuitive progression, you enter all the information that
you have gathered on your family. You will note some odd facts:
your grandfathers were cousins, a certain great-uncle was a witness
to all the marriages in the family, your great grandmother was very
young when she lost her parents, one couple had more than 50
years’ age difference…
1.3 Making your work known to others
What could be more simple than the publishing free online of your
work on the Internet? Wherever they may be, your family and friends
can visit your site and contact you to give you more details. With
your family site hosted free on Heredis Online, your family bonds are
facilitated, your work valued and your data preserved.
1.4Exchanging
Genealogy is an act of sharing. Heredis gives you all the tools which
you need to communicate with other genealogists, give and receive
information and have your work available everywhere, on all your
devices (computer, laptop, Windows or Mac, iPhone, iPad).
Illustrations
You have found some photos or copies of acts? Every item of data
will be shown directly in your genealogy.
Unfamiliar with the area of origin of this family branch? Geolocation
will show you that they all lived in neighboring towns.
1.2 Family tree charts and other documents
Your work is taking shape, you cannot wait to print the results of
your research.
Print tree charts
The Heredis tree charts trace ancestors or descendants in different
forms and adapt to all formats.
Print reports, sheets, or fully illustrated books
All documents which the genealogist needs are available: working
papers for refining your research, index sheets for your filing system
and even illustrated books for preparing a family monograph which
will bring you pride and happiness to your family.
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2
Your software up-to-date
2.1 Being kept informed of all updates
Heredis updates are automatic. You do not need to bother with this.
To be kept informed, simply be connected.
2.2 Reinstalling Heredis
You may reinstall the application after downloading it from the www.
heredis.com. site. You simply enter your license number to be able
to continue your work.
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3
How to start?
3.1 Launching Heredis
Double-click the Heredis icon to launch the application.
For easy access, slide the icon to your task bar, wherever it is convenient for you.
3.2 Creating a genealogy file
New genealogy file
Click New Family File.
Save your new genealogy: give it a name and click OK. Heredis
saves the new file in the My Documents/BSD Concept/Heredis/
Heredis Files folder.
Click in the center of the square to create the first person.
The proposed data entry screen is ready and easy to fill in. Enter all
known information and thus you have created the individual who is
at the base of your genealogy: the Root Person.
Import a genealogy file
You have already made or you were given a genealogy created with
another software program? Importing a GEDCOM file, a standard
recognized in the world of genealogy, is very simple.
Click GEDCOM File in the Home Page or choose File > Import
> GEDCOM File. Check the data identified in this GEDCOM file
and modify if necessary, the import options by clicking Next. Click
Finish to start importing data.
You can now work on your genealogy, add to it, edit it. Heredis will
save your data whenever you use the Save button or press Ctrl-S.
Reopen a family tree
Select your genealogy from the list of files recently opened or double-click the .heredis file in Windows explorer.
3.3 Overall view
The main Heredis screen
At the top, menus and buttons provide access to all functions of the
software.
Some buttons allow access to more detailed choices: Add (>
Unrelated Person), Find (> Search by Number), Indexes (> Given
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Names). The toolbar may be modified at any time to meet your work
needs: click the Customize button to add, remove or rearrange buttons on this bar.
The central part of the screen displays four tabs.
The Family tab allows you to choose between different views of the
immediate family of the primary person. It develops as and when
you enter data, each person taking his/her place in the organization
of the family.
The Data tab allows you to add information at any time concerning
the primary person and his/her immediate family.
The Lineage tab displays the ancestors or descendants of the primary person and allows you to navigate speedily through the generations.
The Search tab provides a helpful research tool to assist you in
reviewing your work and evolving your genealogy.
On both sides of the main screen, there are panels which provide
access to data lists or tools.
Right panel hidden
Left panel hidden
Both panels hidden
Open or hide the panels, select the display method (one at a time or
both visible at the same time).
At the bottom of the Heredis screen, you find the management buttons for each panel as well as all key information concerning the
genealogy which is open.
3.4Navigating
Explore all the family branches and display the people you want to
view, edit or print documents concerning to them.
Drag any person displayed on the screen to change their position:
select a child and drag to the grandfather box. If this person is
indeed a grandfather, a new Immediate Family screen appears.
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Drag any person shown in the Tools and Search panels, or on any
data entry tab input or from one panel to another: a bookmarked
individual as the primary person, an individual from the Persons
panel to the Bookmarks panel or as primary person, etc.
Display the Navigation square in
the Tools panels, and use it as a
compass. A simple click will navigate to the father, the mother, the
spouse, a child or sibling. For a list
of spouses, children or siblings,
right-click their location on the
panel.
Navigate according to Ahnentafel numbering with the Next Ancestor
- Previous Ancestor arrows.
not continue typing, but select the person from the list and click
Choose.
If there is no existing person displayed in the list of individuals, continue filling out the data.
The dates are displayed in full, regardless of the input format.
Most places in Western Europe and North America are made available as you type. Select the place with the Enter key or create a
new place.
When the input screen is complete, click Add.
If you add a spouse, make the most of the opportunity to submit all
the information concerning the marriage: what type of marriage, date
and location and status of this union. Then click OK.
Click Root Person on the toolbar to return to the person at the base
of your genealogy.
To view any person according to his number, click Find (> Search
by Number…) and navigate directly to the person.
Use the Back and Forward arrows to redisplay those already consulted. For a history of your browsing, hold down the mouse on the
arrow next to the button and choose from the list displayed or select
Navigation History.
3.5 Adding and linking persons
A click on any empty box on the Immediate Family screen will suffice for creating the parents, spouses, children and even the grandparents of the primary person. The family simply grows.
The data entry screen for a new person displays the most normally required information. Start by entering the surname and given
names. They take shape automatically.
You can also work with other tabs, as and how it suits you. Add
the parents on the Ancestors tab, or other family members on the
Family Group Data tab and Extended Family tab. Complete or
modify known information on the Personal Data tab.
3.6 Illustrating your genealogy
Whenever you see this display area, you may
add an illustration: the photo of your
great-grandfather, the photo of your christening,
the scanned image of a death certificate from
As you enter the data, you will see a list of all persons with the same name and given names appear
on the right side of the screen. Heredis does all
it can for you to avoid duplicates. If you think you
have identified the person you want to add, do
Heredis for Windows
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1715... These are not only images that you can attach to your data,
but also sounds, videos, PDF documents, files created with your
word processor.
Nothing is easier than to associate media: select it your hard drive
or on the Media Index and drag to the display area.
3.7Deleting
Sometimes it takes a good deal of trial and error to get things right
and you can always recover your mistakes. The toolbar has a Delete
button. This feature allows you to detach a person from the family
without destroying the data. Permanent removal applies only to the
primary person.
If the child is not the right one, cut him out by choosing Unlink
Child. He can then be linked to other parents.
3.8 Creating a tree chart
You have collected plenty of data and you want to see an illustration
of your work in a family tree chart. Heredis proposes a wide variety of tree charts, each of which can be broken down into different
graphical themes.
Click Charts and choose a category of tree chart: Ancestors,
Descendants or Hourglass.
Ancestors tree charts are displayed in a fixed format (from A4 to A0
or Letter to Quad Demy) and the tree charts are unlimited in size. Of
course, they are printable on A4 (or Letter) pages.
When you have selected a tree chart type, scroll through the themes
with the arrow keys or mouse.
When you have tested the different themes, you may select your
favorites. Click the Add to favorites button at the bottom of the
window, the theme is marked with an icon to distinguish it immediately from all the other themes. You have a search filter for favorite themes. Check the box to show only the favorite themes in the
selection window.
Choose from the options for the type of tree chart required, indicate
the number of generations to be handled, persons to be excluded or
hidden, choose the orientation and overall presentation of the tree
and then click OK.
The tree chart appears on the screen. Use the buttons and zoom
slider at the bottom of the screen to see the entire tree chart or a
detail.
Select one or more boxes to change them if necessary. To do this,
wrap them by dragging the mouse or use right-click to select a
branch or a whole generation.
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You can then, depending on the type of tree chart displayed, change
the color, change the content, rotate the boxes. All these tools are
available in the tree chart panels or by clicking the Layout button.
In large tree charts, you may look for someone with the Persons
panel and double-click on the name to the display the person in the
center of the screen.
In the Print Setup panel, you can manage the size of your printer
paper and resize the final size of the tree chart with ease.
Save the tree chart if you want to keep it.
To print the tree chart, click the Print button. You may then assemble the pages as they emerge from your printer.
You want your large tree chart to be printed by a professional? From
the Print Setup panel, choose the Export PDF mode for easy transfer.
3.9 Printing documents
Heredis will create all the documents which the genealogist may
require. From the Reports menu, you may print reports, sheets,
books to enhance the scope of your genealogy, or to create working
papers.
Reports
For example, choose Person reports (By Name...).
Make your choice from the options proposed for the type of report
you have selected. Click the Options tab to determine the information to be handled (select Males only). Click the Styles tab to
define field styles and colors.
Click OK.
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Heredis launches your normal word processor provided it can handle RTF files.
Sheets
Changes in presentation can be made in the word processor that is
familiar to you, then you may start printing.
Select Reports > Sheets > Person sheet or Family Group sheet.
They summarize all the information saved concerning the primary
person displayed on the navigation screen.
A report published by Heredis in your word processor becomes a
document independent of the Heredis software. This document can
be saved for later re-printing or modifying.
Define the information you want on the sheet (show notes, mention
witnesses of the events, etc.) and the format of the data (dates in full
and places with the subdivision, etc.).
Click OK. You can then make even more changes in presentation or
print it immediately.
Books
Your family tree has grown and you wish to share your findings with
your family. The ancestors or descendants books are perfect for
getting the interest of cousins or other relatives, even if they know
nothing about genealogy. Choose Reports > Books > Ancestors or
Descendants and select the options which suit you. You have many
possibilities for presenting the document. Then launch your word
processor.
3.10 Researching your genealogy
None of the proposed reports suits you? Write your own custom
report; you have complete freedom to create it: choice of number,
headings and layout of columns, selection of contents in each column, order and style of contents.
The formatting screen of a custom report has an additional button.
Click the Modify button to open the construction screen of the
report, to change the default report or create your own report.
Modify an existing default report by clicking Save or create your own
personal default report by clicking New Report.
You may easily find any information you need
in your genealogy by using the different tools
of the Search panels. A simple search by
Surname – Given Name will bring immediate
results.
For a more specific result, Heredis proposes
options according to events or other pertinent
genealogy criteria.
By selecting the criteria to be considered, you
will easily find all the descendants of Edward
Brown born in Hull between 1750 and 1780,
all the marriages for which you have not cited
a source, or all your ancestor branch ends.
You work with sheets? Heredis proposes a series of varied sheets
that are easy to personalize.
Heredis for Windows
17
Searching by number (Ahnentafel number or User number if you
have entered them) is also available by clicking the Find menu.
For more advanced search options, choose Find > Multiple Search
or click the Find > Multiple Search button.
3.11 Sharing
Publish to Heredis Online
Heredis Online creates for you a website hosted for free, to publish
your genealogy. With a few clicks, you will obtain a most pleasing
site for consultation by your whole family. Anyone may give you
more data via the Contact me link directly on your website.
Import/export data
Heredis is able to communicate with other genealogy applications by
using GEDCOM files. Open a GEDCOM file in Heredis and transform
it into a new Heredis file on the home page.
Heredis allows you to add to your genealogy all the data contained
in another file. Import a GEDCOM file or another Heredis file directly
to your genealogy from the File > Import menu.
If you wish to submit your genealogy to a correspondent who does
not have Heredis, use File > Export > GEDCOM and send the
resulting file.
Create a website which is in your image: write your own introductory message and select an illustration. All you have then to do is to
invite your family and friends to visit the website.
In either GEDCOM or Heredis export, you can select the data to be
exported: exclude confidential persons, restrict to one branch or
exclude living persons.
Manage your Heredis Online account directly from your Heredis
software or with your Internet browser. Change the display of your
online genealogy, delete it, update your personal data, all this without exiting Heredis.
Heredis for Windows
3.12Synchronizing
Heredis is open to other platforms and can exchange data with any
device which has an up-to-date version of Heredis: another PC, a
Mac, an iPhone, iPad or iPod touch.
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Heredis will recognize all the different devices which are connected
to the network, or the removable storage devices you have plugged
in to your PC (USB flash drive, external hard drive).
Start the update of data on your PC with the Sync button then the
WiFi button. Heredis will identify what data has been changed.
You have altered a date and added two photos from your iPhone
and these changes will be updated on your PC.
Your cousin is visiting you and he has his Mac with him? Connect it
to the network and give him your genealogy.
You are going to the Public Archives with your iPad? Synchronize
your file first to have to hand all the information fully updated. Then
if you add any new data, you will recover them on your return by
turning on both devices.
You are going to your country home? Synchronize your genealogy
on a USB flash drive with the Sync button then the USB button and
then connect it to your home computer in the countryside. You can
update your file instantly. Before leaving, synchronize your computer
again with the USB flash drive and update your files with all your
weekend work as soon as you return home.
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19
4
Going further
4.1 Arranging your work environment
You may adapt Heredis to your personal work methods.
Manage the panels
Use the buttons at the top of the panels to change their display. The
arrow button to the right or left will show or hide the panel.
Select Open one panel at a time and the panel which is open
will automatically close when another panel is opened. Otherwise
the panels will remain open as long as you have not clicked on the
open/close triangle.
You need more space; then change the display format of the icons.
Untick Big Icons and Icons and Text.
Select data entry method
Depending on whether or not you have a complete deed or just a
mention on a website, you will not need the same input fields. This
is why the Heredis data entry fields are modular. Choose between
Basic, Comprehensive or Customized formats by clicking on the
setting button in all screens dedicated to data entry.
Prepare the data entry screen to your liking by using the Customize
view menu. Each data entry screen will then display the selected
items.
Define your preferences
Change if necessary the width of the panels or height of the
Summary area on the Tools panels. Once the cursor changes form
when sliding over the limit, drag to resize the panel.
In the Tools > Preferences > Heredis Preferences menu, you may
define the formats of all the various input fields. Choose how to
display the names, places, numbers. Choose the default options for
creating events and set inconsistency alerts.
Choose the graphics
Select your work screen
You spend many hours in front of the Heredis screen? Select the
graphic environment that is best suited to your eyes and your taste
Click the Themes button to change the color of the main Heredis
screens.
Maybe you visualize your genealogy better with the Extended
Family or study their movements in Migrations? Choose this
view by clicking the arrow on the Family tab. You work more with
Descendants? Choose this view in the Lineage tab.
Customize your toolbar
The view you have last used is stored for each of the Family, Data
and Lineage tabs.
Click the Customize button to select the tools you need. Choose
an icon in the left column and drag it to the desired location on the
right.
To delete an icon, select it and click Hide.
Drag the icons and place them in the order you want. You can also
add dividers between the buttons.
When you change a tab, the last used view is displayed.
4.2 Getting assistance during data entry
Heredis does everything to help you enter data as quickly and safely
as possible.
To display the buttons as they were when Heredis was first
launched, click Default Set.
Heredis for Windows
20
Enter data quickly
Preferences
Data memorized
What ever way you may have typed data, in uppercase or lowercase,
Heredis will automatically format the entry according to your predefined Preferences.
Heredis memorizes all your previous data entries, item by item, and
will suggest the appropriate data as you type. To validate a proposed entry, press Enter or Return keys. To choose among several
propositions, use the arrow keys and then press Enter or Return
keys.
Prerecorded data
The application is supplied with databases of places, given names
and occupations.
Automatisms
The Gender field is filled in automatically based on the given name
entered, but it may be changed. Multiple given names will be automatically entered according to your initial entry, but may be subsequently altered.
Choose from the propositions as they appear.
Heredis calculates for you the date of birth of people based on their
age at any particular event. It gives them an approximate date which
you may confirm later, when you know it.
Each new given name entered is automatically added to the Given
Names Index.
Drag and drop
Each new occupation will be added to the Occupations Index
by clicking the + button in this section after selecting a word or a
phrase. The new elements will be proposed in subsequent data
inputs.
To speed up your data entries, complete your data by using drag
and drop.
Add links to other people by selecting them in the various panels
and deposit them in the data field if it is empty. Select a man in the
Persons panel and drop it as the grandfather in the Immediate
Family tab. Select a woman from the Kinship panel and drop her
over the Personal Data > Event >Christening event to make this
person the godmother.
In the same way, you may add information to the Events field. Select
a source from the Sources panel and drop it on the event you will
have selected to associate it with this event. You may do the same
for a place selected from the Places panel.
Where no proposal for a place appears or it is not suitable for you,
(different spelling, place in a country not listed), enter the location
and type the Tab key. Immediately, the Places Index opens.
Click + (Create a new place) to record and geotag the new place in
the index. Complete the various fields for the place.
Click OK to confirm the new location.
Heredis for Windows
Add media already used for other data by choosing from the Media
panel and drop them into the appropriate entry fields. A group photo
can illustrate both a family and a marriage event.
Error-free data entry
Consistency Control
Heredis will check the validity and consistency of any data entry.
21
You will be notified if any date or time appears inconsistent.
Any input which appears inconsistent will be highlighted
by a red cross in the Consistency button on the toolbar.
Click the button to be notified of the apparent inconsistency (due to a mistake of date, or the attribution of a link
which is not valid). You may search for any inconsistency throughout
the whole genealogy file by choosing Find > Multiple Search.
Select the Persons > Consistent Data > No criteria.
Permanent Control for duplicates
To avoid the double entry of a person in your family tree, Heredis
will display a list of existing name matches similar to your entry for
any new persons you may enter. Simply select from the list and click
Choose to select that person instead of creating a new individual.
4.3 Entering a type of event
In the Personal Data tab, Heredis proposes a full list of events
commonly encountered in genealogy: person events and family
events which may apply to the couple formed by the primary person
and the selected spouse.
Add events with the buttons at the bottom of the screen.
Major events have their buttons for direct entry. For any other event
to be created, click on the Add an event to select it from the list of
events.
To facilitate your entry, Heredis will first display all the events already
in use in your genealogy.
When an event is added, you may rename it by double-clicking
on its name. Transform a Diploma event by entering Master’s. The
event will be available later as Master’s in a submenu of the Diploma
event.
Heredis for Windows
4.4 Entering a family group
The Family Group Data tab is designed to add easily to expanded
family groups and is particularly suited for the entry of descendants.
Each generation has an adapted data entry field: parents, spouses
and children and their spouses may be entered one after another.
Enter the surname and given name. Then type the date and place of
the required events (Birth, Death or Marriage). To avoid duplicates,
Heredis will indicate with a red arrow, any existing person who may
match the person you are entering. Click the red arrow to see the
list of potential duplicates. If you think you have identified the person
you wish to add, stop typing and select the person from the list and
then click Choose. If no person displayed in the list corresponds to
your individual, continue filling out the data fields.
Each data input is validated by pressing the Ctrl Enter keys or as
soon as you click outside the line. Thus without displaying any other
screen, individuals are simply added generation after generation.
Each field of the Family Group Data tab is equipped with the same
tools as the other input screens (modular input modes, drag and
drop input, automatic formatting, real-time duplicate control).
4.5 Exploring the Indexes
You may use the Indexes for finding any data, modify or complete
them, and simply navigate throughout your genealogy. Each Index
gives you an overview of your data, indicates where they are used
and permits you to edit them throughout your genealogy file.
As you enter all data, Heredis will record the details to the right
place in the appropriate Indexes: surnames, given names, occupations, places, sources, media.
22
You may consult the list of uses for every item of data and the variants by clicking the link.
Edit, comment, illustrate your data in the Index for transmitting
throughout your genealogy. Change the spelling of SHELITO to
SHILLITO so that it applies to all holders of this surname. Change
the default gender assigned to all new ‘Lindsey’ given names which
you may enter. Consult the list of all the Master builders and navigate throughout their families. Show photos of the places where your
ancestors lived and refine their geolocation. Enter a transcript of an
old act, which you may then consult in each event where the source
is assigned. Import folders of photos to the Media Index so that you
have them to hand for associating by a simple drag and drop.
Indexes allow you to apply overall treatment for any data of the
same type: spelling, specific formatting, associating of variants,
notes, illustrations, replacement by another given item of data.
4.6 Managing the results of any search
The Multiple Search provides a tool for advanced research to
select a category of persons corresponding to a set of criteria.
Heredis for Windows
Search all the direct-line ancestors born in Yorkshire after 1800.
The resulting list can be used for printing, navigating around these
people but also for applying a specific treatment to them: marking
them, making them into secondary or confidential persons. Click the
appropriate links for defining the treatment to be applied or to print
the list of results.
4.7 Searching for duplicates
Heredis will control for duplicates at all times during the entry
of data; but the importing of data from other genealogists, or a
moment of inattention may create duplicates.
This powerful tool is essential for maintaining an impeccable genealogy file. Select Find > Find Duplicates or click the Duplicates
button. Research and verification is carried out easily. Choose the
name, given name and event criteria to obtain the list of potential
duplicates.
Heredis detects a potential duplicate? Click the Results tab. You
may check it out in the summary of the information about the persons concerned. If there is indeed a duplicate, click the Prepare
23
Merger button and merge the two persons by selecting the most
appropriate information.
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24
MANAGING HEREDIS
Heredis for Windows
25
5
Heredis architecture
5.1 Heredis files
Heredis creates data files (genealogies), files of tree charts and
transmits data to third-party software for printing (documents).
Heredis files contain both genealogical data and media attached to
the data and for this reason they take the form of a .hmw folder that
contains the data file (with the extension .heredis) and the folder
containing the media.
Open an existing file
Click the file type to be opened in the Open Tree box. You can
open Heredis files, including files from earlier versions, GEDCOM
files (Genealogical exchange file) or chart files created and saved
with Heredis Blue Suite or chart files created with previous versions
as from Heredis 11.
Select the file in the explorer and click Open. Only files which match
the selected file type are accessible.
Manage your Heredis Online account
The Heredis Home page allows access to all types of file that
Heredis can handle.
Heredis Online is the service for publishing your genealogy data
on a dedicated website, hosted for free, searchable by your family
and friends. Thanks to this service you launch your research on
www.heredis-online.com directly from your software: more than two
hundred twenty million data in the online family trees published by
Heredis Online users.
To find this screen during a work session, click the Home button in
the toolbar or choose File > Home Page.
From the home page of your Heredis software, you manage your
account, you define the parameters of your website.
Manage files on the Home page
Create a new genealogy
Click New Family File. Enter a name for the new genealogy file and
click OK. Heredis saves the new file in the folder Documents/BSD
Concept/Heredis/Heredis Files.
An empty Immediate Family screen appears, and you may now
start entering your data by clicking on the Create the First Person
link at the center of the screen.
Open a recently used file
Discover Heredis
• Click the Learning Center button to access training and learning
pages on the www.heredis.com site or to download a sample file
if not displayed in the Recent files field. The sample file gives you
an overview of the functions of the software and illustrates the main
topics encountered in genealogical research.
• Click Search on Hard Drive to find all files created with Heredis or
GEDCOM anywhere on your hard drive. Select the file you want to
open and click Open. To stop the search, click Stop at the top of
the search window.
Click the box showing the file to be opened.
Info • To delete a file from the list of recent files, click the right icon
and choose Remove from Recent Files.
Display of genealogies
Display a genealogy
The genealogy file will open in a screen. This screen can occupy
all available space on the screen, occupy only a part, or may be
reduced as an icon.
Heredis for Windows
26
Several views of the same genealogical file may be opened simultaneously: the main navigation screen, tree charts, documents, the
multiple search screen...
Display several genealogies simultaneously
Several genealogies may be opened simultaneously with Heredis.
Each file can display data differently: in Family, in Data, in Lineage
or in Search.
The list of open files and all screens open for each file is available in
the Window menu. Click the name of the file or screen you want to
display in the foreground.
Open a genealogy file
There are several different ways to open a Heredis genealogy file.
Open a data file
• To open a file when Heredis is already running, choose File > Open
or type Ctrl-O. Select the genealogy file in the explorer, and then
click Open.
• To open a file from the Home page, click the Home button, then
click Open Tree > Heredis File. Select the file and click OK.
Info • By default, your PC opens the Heredis Files folder. To find
another location, select it with Windows Explorer.
• To open a file you worked on recently, display the Home page and
select it from the displayed files. You can also select File > Open
Recent, then the genealogical file in the submenu.
• To open a Heredis file from Windows Explorer, double-click the
.hmw folder, then double-click the .heredis file, or drag it to the
Heredis application icon
You may open a Heredis file created with an older version of the
software (as from Heredis 2000).
You have edited and saved a tree chart created with Heredis? You
can reopen it to further edit it or print it.
• To open a tree chart saved when Heredis is already running, choose
File > Open. Select Heredis Tree Charts in the Open file screen.
Select the tree chart to be opened in the explorer, then click Open.
• To open a tree chart from the Home page, click the Home button
then click Open Tree > Chart File. Select it in the explorer and click
Open.
• To open a tree chart file when another tree is already open, click the
Open button in the tree chart toolbar. Select the file in the explorer
and click Open.
Close a genealogy file
When you have finished working with a genealogy file, you can close
it without leaving Heredis.
• To close the active document, choose File > Close or press Ctrl-F4.
You can also click the close button in the upper right corner of the
file screen.
• To close all open Heredis documents, press the Option (⌥) key, then
click the close button of the active document.
Info • If you have made changes since you last saved the file,
Heredis will invite you to save it.
Save a file
Remember to save your file regularly during your genealogy work
session. When the file has been modified, a star appears in the file
name bar; it needs to be saved.
Save a genealogy file
Manually
Click the Save button, choose File > Save or press the Ctrl-S.
Open a tree chart file
Heredis for Windows
27
Automatically
For security you can schedule automatic saving of your data.
1.Choose Preferences > Heredis Preferences… from the Tools
menu.
2.Click the General tab and tick the Activate every... box in the
Automatic Save field. Indicate at what frequency you want the data
saving to be performed.
your own user field.
• Characteristics known as flags: childless, unmarried, confidential,
etc.
• A free note.
• Each person is numbered automatically according to his or her position in the genealogy but you may assign a personal number based
on other criteria.
3.Tick the Confirm Saves box for Heredis to warn you before each
automatic saving.
Save a file under another name
If, for example, you want to make a copy of your genealogy, or create a back-up copy or make several versions, you can save the file
in another location.
Choose File > Save a copy and then change the name and location
of the new file if necessary.
Info • You can rename a genealogy file at a later date from the
home page. Click the information icon for the file in the Open
Recent list and choose Rename the genealogy file...
5.2 Heredis data structure
Heredis manages all types of data related to genealogical research
and organizes them logically, in order to deepen your understanding
of your ancestors.
Persons
Every individual mentioned in the genealogy file: ancestor, contemporary, witness, is known as a Person.
For each person included in the genealogy file, specify:
• Identity (surname, give names, nickname, occupation, etc.). If you
wish to enter information that is not proposed by Heredis, create
Heredis for Windows
28
• Various events in the person’s life, expanding his or her personal
story, and citing sources of information.
• For each event, enter all known details (date, time, place, age stated
on the record...) and add a note relating to the event.
• Media (photos, videos or other documents) to illustrate the person,
unions or events.
• Specify the status of the source of information (Untraceable, found,
to be researched), allowing you to edit a report of all sources to be
researched.
• Personal ties. Apart from family ties, Heredis allows noting that people had a special bond. Include friends, tutors, mentors. Create ‘witness’ links for those present at or quoted at an event.
Surnames, occupations and locations entered may also be discussed and illustrated.
Relationships
As you build your family genealogy, you create new persons with
their appropriate relationship. Any relationship can be established
retrospectively.
Relationships are of two types: the parent-child and spouse relationships.
Other family ties and the position of any person in the genealogy are
determined automatically from these basic links. To create brothers
and sisters, you have only to create new children for parents.
• Create direct family links: father, mother or child.
• Create a spouse link (whether the union is official or not). Specify
the status of the family: the spouses are married, separated,
divorced...? When a person has been married several times, Heredis
will number them for easy access, as well as to the children who
resulted from them.
• Assign a note, pictures and events to each family created in your
genealogy.
Events
To record important events in the lives of your ancestors, you may
note person events (christening, military service, will...), or events
shared with a spouse, called family events (engagement, residence,
etc.). If you cannot find events that are appropriate, create your own
definition of events.
Heredis for Windows
• Declare an event as private, not to be exported or published.
• Illustrate the event with various media (photos, documents).
• Assign a source to the event, to record the origin of your information.
• Assign witnesses to the event (witnesses, registrars, godparents,
etc.).
A visual cue showing the status of main events (Birth or Baptism Marriage - Death and Burial) appears in the Persons and Branches
panels, as well as in the status bar and in the Search screen.
To define the appearance of the icon, select the criteria that you feel
are relevant: No missing, approximate or incomplete date - Place
mentioned - Source mentioned - No ‘Search Record’ status in
the Preferences screen. According to the criteria checked by you
are met or not, the bar symbolizing the event in the icon is in the
top, middle or bottom. In this icon
, for example, the Birth event
is partially filled, the Marriage event is not specified, the Death event
is complete.
Sources
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.
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.
29
• Each source may be illustrated with media.
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.
Witnesses
Each person involved in the lives of your ancestors can be entered,
be they part of the family or not. Heredis will assign persons to
events (the witnesses of a marriage, the registrar for a birth, a relative present at the ceremony for a decoration etc.).
• Creating a witness assigns an individual to an event concerning
another person. A witness may be assigned to one or more events,
and each event can have one or more witnesses.
• Anyone entered in your genealogy plays a role, regardless of its
importance and the degree of kinship. When you assign a person to
an event, specify the type of link (witness, godfather, declarant...),
the age of the linked person at the time of the event, and enter if
necessary a suitable comment on the link.
• The name of the link is determined by choosing the type of relationship and meaning of the link. You can also add a comment to the
link.
Media
You have photos or documents; use them to complement and illustrate your family tree.
You can assign a digital image (photograph, signature, seal, etc.)
sound recordings (interviews, speeches), videos or any other type of
file (document prepared with a word processor or spreadsheet, PDF,
HTML, etc.) to any data in your file.
• Each item of media is identified by its name, to which you can add a
date and a note.
• You can make any media private if you do not want it to be broadcast.
• Media may be assigned to all types of data: person, family, event,
source, name, occupation, place.
• The number of media assigned to any data is without limit and every
item of media may be linked to several different data.
• The information entered for the witness is the same as for any other
individual: identity, flags, notes, media...
All media are listed and may be managed in the Media Index.
Linked Persons
Surnames – Given Names – Occupations – Places
Sometimes we know of a relationship which existed between two
people, without being able to assign it to any event. You know that
Paul is the uncle of John, but you do not know if he is the brother of
the father or mother of John, or the husband of an aunt. You cannot
create this link as a kinship. Create a personal link (Sundry Links)
between Paul and John until you find the information you need to
create the kinship.
• Create linked persons to declare a relationship between one individual and another person. Every individual may be linked to several
other persons.
In your genealogy, you will have names, occupations and places that
sharpen your interest. When you know more about them (photo of
a place, story of a given name etc.), Heredis allows you to keep this
information by completing each item.
The surnames, given names, occupations and places that you use in
your genealogical file are automatically stored in the Indexes.
Indexes are powerful tools that play several roles: retrieve data by
how they are used, link different data by themselves, illustrate your
genealogy by management of your documents. Thus you enrich your
genealogy and understand all the better the lives of your ancestors.
• In each Index, the surnames and given names, occupations and
Heredis for Windows
30
places may be illustrated by a note or by media.
• The Indexes can merge similar data. They allow you to declare variants within the same category of data: such spelling of a name is a
variant of another name in the file, such given name is a local variant
of another given name, such a name is a variant of another occupation saved in the file.
Heredis for Windows
31
6
Work environment
6.1 Menus and toolbar
The Heredis menus
They provide access to all functions of the software (research, printing, exchanges, backups... They vary according to the screen in the
foreground (navigation and data input, indexes, editing of documents
or construction of tree charts).
Customize the toolbar
The Heredis toolbar is entirely modular.
• Select Windows > Customize toolbar, or click the Customize button to display the content screen of the toolbar. All available buttons
are displayed.
1.Drag the new button or a separator to the desired location in the
list of visible buttons or select it and click the Show button.
2.Delete buttons by dragging them to the list of available buttons or
select it and click the Hide button.
• Change display options for the icons:
Family tabs
They are used to navigate between the different family members and
create them if necessary.
The Immediate Family screen displays the family members who are
close to the primary person (parents, grandparents, spouses, children).
The Extended Family screen shows the composition of the family
with remarriage, stepchildren, stepbrothers and stepsisters, children
from other unions of the different spouses ... noting or not when they
belong to the direct lineage.
The Migrations screen positions on a map the places of the life of
the primary person or any other family member. Pins are numbered
to display the sequence of movements. Each place pin indicates the
list of events which took place in this place. You can see simultaneously all the events of all members of the immediate family unit.
Data tabs
The Personal Data screen shows all the data entered and allows
you to add or complete events for the primary person or for the couple. You access the Personal Data tab for any person displayed by
double-clicking on the name.
2.Tick or untick Icons and Text.
The Family Group Data screen provides a summary of the information entered for the primary person and allows you to add all the
members of his/her immediate family (parents, spouses, children,
step-children) without having to exit this screen.
Redisplay the toolbar by default
Lineage tabs
1. Tick or untick Big Icons.
1.Select Windows > Customize toolbar, or click the Customize
button.
2.Click Default Set to display the original toolbar proposed by
Heredis.
6.2 Display Tabs
Heredis memorizes the last viewed screen and will reopen the corresponding tab when you click on Family, Data and Lineage.
Heredis for Windows
The screen displays 4, 5 or 6 generations of Ancestors of the primary person. Change the number of generations displayed with the
indented wheel icon or you may start printing the ancestry as it is
displayed.
This screen is dynamic; click the arrows at the end of the line for the
following generations. If necessary, you can create new ancestors.
The Descendants screen shows the number of generations of
your choice. You may configure its display, with the presentation of
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generations and the data format. Implex highlighting allows you to
easily identify consanguine marriages. The information displayed for
descendants as well as for its printing are also available from the
indented wheel icon.
The Search tab
The Search tab contains a research tool for the primary person. The
upper part of the screen displays known or missing information.
The lower part of the screen allows you to launch any online
research with the operator of your choice. You can also restart a
previous search, enter a research note, check the details of sources,
media, or geographic locations for known data.
You can easily manage linear research by using the Branches panel.
6.3 Removable panels
Arrange the panels
They may be positioned to the right or left of the navigation screen.
You can change their position by using the menu Windows > Swap
Tools and Search panels.
Select Open one panel at a time in the Windows menu. Heredis
automatically closes the open panel when you click the arrow to display the other panel.
6.4 Adapting the workspace
Menus and toolbar
The menus are displayed at the top of the screen as with most
applications. The Heredis toolbar occupies the upper part of the displayed screen.
The menus and buttons displayed give you access to all features of
the software: search, navigation, printing, exchanging, backups…
The removable panels display data and tools.
Display or hide the panels
One can hide or display the Search and Tools panels on one side
or the other of the screen.
Click the arrow at the top of the panels to open or close them or
choose Windows > Show/Hide Tools Panels, or Show/Hide
Search panels or type the Ctrl-3 or Ctrl-4 key.
Resize the panels
They are resizable in width. Click on the line between panel/navigation screen.
The cursor shape will change and you may increase or decrease the
proportion of the screen allocated to the panels.
The display area of the panel is vertically adjustable in the same
way.
Heredis for Windows
Panels
The panels contain search tools for the file or management tools
for file data. You may display or hide the panels according to your
needs.
Genealogy files
The genealogy file will open as a global screen. This screen can
either occupy all available space, or occupy only a part, or be iconized.
Display more than one genealogy file
Each file opened can display data differently: in Extended Family
mode, in Personal Data entry screen…
Display more than one workspace
Different workspace screens may be open simultaneously for the
same genealogical file: navigation screen, tree chart screen, search
screen...
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All the screens displayed for different files open are visible in the
Window menu.
Heredis for Windows
34
7
Adding, linking and unlinking
persons
7.1 Linking an existing person or creating a new
individual?
Create the first person
You have chosen to create a new genealogy: Heredis opens an
empty Immediate Family screen, which will fill up as and when you
enter data. Now create the first person to start your new file.
Click Create the First Person in the center of the screen or choose
Person > Add > Add Unrelated Person, or press Ctrl-F8.
The Entering New Person screen opens with the data boxes to
complete. To move from one box to another, press the Tab key or
click in the next box.
Heredis includes data entry aids which will save you time and avoid
errors.
Surname
Type the name of the first person without worrying about upper or
lower case. Each new name entered is integrated into the Surnames
Index, making it available later for help with entering surnames.
Given Names
Type in the given names of the person. The list of given names
known to Heredis appears and is updated as you type. Once you
locate the given name in the list, use the down arrow to select it and
then press the Enter key to select it. If the usual given name is not
the first given name, it may be highlighted. To do this click the arrow
which appears to the right of the data input area, and select from
the list the usual name, or enter the usual name in quotes.
Heredis for Windows
Gender
Gender is automatically inserted by Heredis based on the given
name(s). If the given name is multiple, Heredis leaves a ?.
For gender selection, click the menu or type M for Male, F for
Female. Your choice will be stored for future use of the same given
name. If you want to modify it later, you can do so in the Given
Names Index, without changing the data that you have already
entered.
Occupation
Enter the occupation of the person. This section is for the sole or
main occupation the person held. You may also enter Occupation
events, dated and detailed for any other activities. The list of recognized occupations with Heredis appears and is updated as you type.
When you see the desired occupation in the list, use the down arrow
to select it and tap the Enter to select it.
In the Occupation field, recognized occupations are underlined. If
you type a word that is not recognized as a occupation and want to
add it as a occupation, with the mouse select the word or group of
words and click the + icon to the right in the box. Heredis will create an occupation that is added to the Occupations Index. As you
leave the field, you will find that it is now a recognized occupation
because it will be underlined.
Child status
Scroll down the Child Status menu and choose the appropriate
option.
Signature
Scroll down the Signature menu and select Yes if the person knows
how to sign, No if you have seen that he/she cannot sign, ? if you
are not sure of the information.
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Flags
They can enter additional information relevant to your genealogy.
• Click the Childless icon if you know this person had no offspring.
• Click the Unmarried icon if you know this person did not have a
spouse.
• Click the Secondary Person icon to indicate that this person has
only a minor role in your genealogy. Secondary persons in your
file may be excluded from printouts, exports and publications. For
example you can declare as ‘secondary persons’ all children who
died in infancy so that they will not appear in your tree charts.
• Click the Marked Person icon to highlight the individual and apply
specific treatment to him/her. A marked person may be excluded
when exporting the file, or highlighted in a search, or may or may
not be printed in a tree chart or a list.
• Click the Confidential Person icon to prevent publication of information on this person in your printouts, exports and publications.
Main events
Heredis distinguishes main events (Birth - Death) from minor events
(Communion - Retirement - Will, etc.). The Entering New Person
screen gives access to major events only. If necessary you can enter
minor events in the Personal Data tab at any time.
Birth
1.Click the Birth event title to bring up the drop-down menu and
select Birth or Christening.
2.Enter the date.
3.To enter the Place field, type the name of the town of birth or
Christening. Once you enter the first letters of the place, Heredis
proposes a list of places that may match your entry. Select a
place using the mouse or use the up and down arrows and confirm the location selected with the Enter key. When no proposed
place appears or it does not suit you (different spelling, place in
an unlisted country), enter the place then press the Tab key. The
Places Index opens.
Heredis for Windows
Complete the information on the Add New Place screen to store
it and confirm with OK.
Death
1.Click the Death event title to bring up the drop-down menu and
select Death or Burial.
2.Proceed in the same way as for Birth.
Further information
To display further data fields, use the Choose Data Fields option
(indented wheel icon).
Validate the creation of the first person
Click the Add button to validate the first person in your genealogy,
or press the Enter key. The person appears in the center of the
Immediate Family screen.
This individual is the starting point of your genealogy, the person
called the Root Person and who will have the Ahnentafel number
1. Continue your genealogy by clicking on the Add Father, Add
Mother, Add Spouse links to complete the immediate family.
Add a person
Each person in the genealogy file may be linked to others by ties of
kinship, as a witness to an event, or as a person related in another
way.
Heredis allows you to link any individual already in the genealogy file
or create a new person with his/her kinship. In the Add or Choose…
field, enter the surname and given name in the Personal Data tab.
You will see in the Matching Persons column, appear a list of persons already entered with that surname and given name. Step by
step, as you enter new letters, the list of corresponding persons will
mature.
Select a person from the list and check his/her details. This allows
you to compare more effectively the different individuals found.
If it appears that the person you want to add already exists, use the
person already created by clicking Choose.
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If you do not detect a possible duplicate, you can then create the
new person by completing the other entry fields and click Add.
Merge as a result of a search for duplicates
Delete a person
2.In the Results tab of the Search for Duplicates screen, select
the two individuals who are obvious duplicates.
Heredis allows you to delete
• Either the person - then the person will no longer exist in your file.
• Or the links that bind the person to his family or to an event in which
he played a role. In this case the individual will always remain in your
genealogy file.
Info • The Root Person of the file, that is to say the individual numbered Ahnentafel 1, cannot be deleted. To remove this person, you
must first reassign the number to another person.
• Place the individual in the primary person position.
• Click the X (Delete) button on the toolbar or choose Person >
Delete Primary Person to delete the link.
Merge two persons
If you find a duplicate in the genealogy file (the same individual
entered twice), merge the two persons to get a single person with all
the information recorded.
Merge the primary person with another person
1.Display one of two supposed duplicates as the primary person.
2.Choose Person > Merge with Another Person… or click the
Merge button on the toolbar. The Primary Person appears on the
Merging People screen.
3.Select the other person by clicking the Choose Another Person
link.
4.Click Prepare Merger.
Heredis for Windows
1.Start a search for all duplicates in the file from the menu Find >
Find Duplicates.
3.Click Prepare Merger.
Select the data to be merged
Review carefully all the data in the merge screen to retain all relevant
information.
Organize the Merge screen
The Merge screen contains four columns: the list of topics, one column for each of the two duplicates and one center column indicating
= or +. A color code identifies the data to be stored (in blue) and the
data which will be lost (in pink).
Select the data to be retained
At the opening of the merge screen, by default the preset boxes
show the information on the person in the first column and the additional information on the person identified in the second column.
Only single events like birth, baptism, death and burial are placed in
direct comparison. For all other events (travel, decoration...), with an
individual possessing one or more events of this type, they will not
be displayed as parallel in the merge screen.
Only unions with exactly the same spouse for both persons are
compared directly. If two unions with a spouse who appears to be
identical (same surname, same given name, etc.) are not shown
opposite, this is because both spouses are treated as two distinct
persons in the file. They are probably also potential duplicates to be
processed at a later date.
Some fields allow you to retain both the data of person A and person B, such as given names, occupation or notes.
• To remove any merged data, click the item to be deselected and the
topic for the other individual will be automatically deselected and will
appear in pink.
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• To take into account both sections of person A and person B, click
the + symbol in the center column and the two items appear in blue.
Certain other topics cannot be added, such as signature or family
status. To change the data retained for the merged person, click
the data stored to deselect it or click the data not to be retained to
replace it with the other data.
Events and families may be selected or deselected in their entirety.
Click the header of the event or the family to change its status. The
color of the data changes.
7.2Parents
Add a new person
All tabs
1.Place the person for whom you want to add parents, as the primary
person.
2.Create the link.
• Click the links in the empty boxes for the father or the mother.
Info • Remember to allow color codes to help you.
• Blue = The data will be stored in the merged person.
• Pink = The data will be lost.
When you are sure of your selection, and the Merged Person column no longer contains orange fields, click Merge.
Check the merged person
Heredis open the Immediate Family tab of the merged person.
If you were still in the Search for duplicates screen, you can continue the fusion of new duplicates.
1.In the Immediate Family tab, check that the merged person has
the right persons as parents, spouses and children.
2.Click the Personal Data tab to check all the information retrieved.
Remember to click each event to check notes, sources, witnesses, media.
3.Click to verify the different families, and the identity of the spouses.
Info • If you are unsure and want to undo the merger, choose File >
Revert to Saved.
Heredis for Windows
• Choose Person > Add Father or Add Mother or press Ctrl-F9
for the father or Ctrl-F10 for the mother.
• Click the + button (Add or link persons) on the toolbar and choose
Add Father or Add Mother.
3.Enter the new person.
In the Add or Choose Father or Add or Choose Mother field, complete the entry fields with the information you have. Some items are
prefilled such as the father’s surname or gender of the father and
mother.
• To change the surname, click in the field and enter another name.
• To change the gender, simply select another gender in the dropdown menu.
Info • Click the indented wheel icon at the top right of the screen to
change the display mode if all desired fields are not displayed.
Click Add. The parent is created as well as the link with the child.
Info • You can link the grandfather and grandmother in the same
way.
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Family Group Data entry
1.Click the + button at the bottom of the Parents entry field.
Info • Creating a link to the Father and a link to the Mother will automatically create a union between the father and mother, even if no
event has been entered.
2.Choose Add Father or Add Mother.
3.Continue the data input with the information you have. To validate
the new individual, click outside the entry field.
Unlink a person and parents
When you detach a person from his/her parents, the individuals concerned will always remain in your genealogy file.
Link an existing person
During data entry
1.Place the person for whom you want to add parents as the primary
person.
2.Create the link.
• Choose Person > Add Father or Add Mother or press Ctrl-F9
for the father and Ctrl-F10 for the mother.
Info • After you have removed the parent link, you can assign a different mother or father to the primary person.
All tabs
1.Place the person as the primary person.
2.Remove the link with the parents.
• Click the + button on the toolbar and choose Add Father or Add
Mother.
• Choose Person > Delete > Father Link or Mother Link or press
Ctrl-F9 for the father and Ctrl-F10 for the mother.
• Click the links in the empty boxes for the father or the mother on
the Immediate Family screen.
• Click the X (Delete) on the toolbar and choose Unlink Father or
Unlink Mother.
In the Add or Choose Father or Add or Choose Mother fields,
select the person to be linked from the list of Matching Persons
to the right of the screen. To limit the list displayed, you can enter
the given name in the Personal Data area. Click Choose or double-click the name in the list.
Info • To access this screen from the Family Group Data tab, click
the red arrow that appears on the input line.
Family Group Data tab
1.Select the parent to be deleted in the Parents data entry fields.
2.Click the - button at the bottom of the field, and choose Unlink
Father or Unlink Mother.
Info • If you select the Delete Father and All Links, or Delete
Mother and All Links option, this will remove the person from your
genealogy, not just the link.
Drag and drop
1.Place the person for whom you want to add parents as the primary
person.
2.Drag the father or mother from one of the side panels (Persons,
Bookmarks, Kinship, Links…), and release on the display area
of the screen (Father or Mother box or Parent fields in the Family
Group Data tab). The parent is then linked.
Heredis for Windows
7.3Spouses
Add a new person
All tabs
39
Enter the spouse
1.Place the person for whom you want to add a spouse, as the primary person.
2.Create the link.
Link an existing person
During data entry
• Click the + (xx spouse(s)) sign in the display field of the spouse
on the Family tab.
Choosing a spouse
1.Place the person for whom you want to add a spouse, as the primary person.
• Choose Person > Add Spouse or press Ctrl-F11.
2.Create the link.
• Click the + button on the toolbar and choose Add Spouse.
3.Enter the new person.
In the Add or Choose Spouse screen, complete the input fields with
the information you have, including details concerning the union.
Gender is prefilled. To change the gender, simply select another
gender from the drop-down menu.
• Choose Person > Add Spouse or press Ctrl-F11.
• Click the + button on the toolbar and choose Add Spouse.
• Click the + (xx spouse(s)) sign in the display field of the spouse
on the Family tab.
In the Add or Choose Spouse screen, enter the surname and given
names in the Personal Data field. Select the person to be linked
from the list of Matching Persons to the right of the screen.
Info • Click the indented wheel icon at the top right of the screen to
change the display mode if all desired fields are not displayed.
Click Choose or double-click the name in the list.
Click Add.
Info • To access this screen from the Family Group Data tab, click
the red arrow that appears on the data line.
Enter information about the family
See below.
Enter the information you have about the union.
See below.
Family Group data tab
1.Click the + button at the bottom of the Families entry fields.
2.Choose Add a Spouse.
3.Continue the input with the information you have about the union. To
validate the new person, click outside the entry field.
Info • For more information on adding the spouse of a child in the
Family Group Data tab, see the chapter Enter a family group.
Drag and drop
1.Place the person for whom you want to add a spouse, as the primary person.
2.Take the spouse from a side panel (Persons, Bookmarks, Kinship,
Links…), and release on the display area of the screen (display area
for spouses on the Immediate Family tab or the Families fields on
the Personal Data and Family Group Data tabs).
Information concerning the family
The data input screen for a marriage and the Families fields on the
Personal Data or Family Group Data tabs show specific fields to
Heredis for Windows
40
be completed, as well as a field for family media on the Immediate
Family tab.
1.Indicate date and place of marriage and any other information you
have on the family event.
2.Specify the family status in the drop-down menu.
3.Click OK: the spouse is created as well as the link to the primary
person.
Family status
Status is additional information indicating the last known status of a
union. Are the spouses still married, divorced, separated?
The family status is independent of union events. One may enter a
marriage event, but not enter other events for the couple, but clarify
the family status as «Separated».
Specify the family status in the Add or Choose Spouse screen or
Families area of the Personal Data tab.
Change the families order
Right-click the box of the union to move or choose Person >
Families Order, then use the Before and After buttons on the
Order of Spouses screen to position each union in the required
order.
Return to the default order
You may cancel a manual order change of families if you have made
mistakes or entered new dates. To do this, reopen the Order of
Spouses screen and tick the Leave Heredis determine the order
box.
Delete a family
Heredis allows you to delete:
• Either the person. In this case the person will no longer exist in your
genealogy file.
• Or the family link that links two spouses. In this case both spouses
remain in your genealogy file.
Family number
The family number, when there are several marriages, appears in the
Family Group Data tab. It is assigned automatically according to
the dates of marriage. To change the family number, select a spouse
and move him/her to the desired position.
Info • If both spouses have had children together, you must first
remove the couple’s children for the family to be deleted. When you
remove the bond of union, the events that were assigned to this
family will also be deleted.
Families order
All tabs
Heredis enters unions based on the date of the main family event.
1.Place one of the spouses as the primary person.
If you know the sequence of unions without knowing the dates, or
if the chronology does not seem exact to you, you can change the
families order.
2.Choose Person > Delete > Selected Spouse Link, or click X.
Personal Data tab
1.Select the spouse to be unlinked in the Families fields.
2.Click - (Unlink the selected spouse from the family) at the bottom of
the Families fields.
Heredis for Windows
41
Family Group Data tab
1.Select the spouse to be unlinked on the Families fields.
2.Click - (Unlink the selected spouse from the family) at the bottom of
the Families fields.
3.Select the Unlink Spouse option.
Info • If you select Delete Spouse and All Links, you will remove
the person from your genealogy file.
7.4Children
Add a new person
All tabs
1.Place the person to whom you want to add a child as the primary
person. Select the other parent.
2.Create the link.
• Click the + (xx child(ren)) sign in the display field of the spouse on
the Family tab.
• Choose Person > Add Child or press Ctrl-F12.
• Click the + button on the toolbar and choose Add Child.
3.Enter the new person.
In the Add or Choose Child screen, complete the entry fields with
the information you have. The child’s surname is prefilled with the
surname of the father or the mother if you did not select a spouse
for the mother.
To change the name, click in the box and enter another name.
Info • Click the indented wheel icon at the top right of the screen to
change the display mode if all desired items are not displayed.
Click Add. The child is created and the links with his/her parents.
Heredis for Windows
Family Group Data tab
1.Click the spouse who is the other parent of the child to select him/
her in the Families data entry fields.
2.Click the + button at the bottom of the Children entry fields.
3.Complete the entry fields with the information you have. The child’s
surname is prefilled with the surname of the father or the mother if
you did not select a spouse for the mother.
Info • If you made a mistake in selecting a spouse as the other
parent, simply change the Family number in the first column of the
Children fields.
3.Continue the input with the information you have. The second part
of each Child line contains data fields for the spouse of the child.
For more information on adding the spouse of a child in the Family
Group Data tab, see the chapter Enter a Family Group.
4.To validate the new person, click outside the entry fields.
Link an existing person
During data entry
1.Place the person to whom you want to add a child as the primary
person.
2.If the primary person has several spouses, click the spouse who is
the other parent of the child to select him/her.
3.Create the link.
• Choose Person > Add Child or press Maj-Ctrl-11.
• Click the + button on the toolbar and choose Add Child.
• Click the + (xx child(ren)) sign in the display field of the spouse on
the Family tab.
In the Add or Choose Child field, enter the given name in the
Personal Data field. Select the individual to be linked from the list
of Matching Persons to the right of the screen.
42
Click Choose or double-click his/her name in the list.
Unlink a child and his/her parents
Info • Creating a Child link automatically creates a family with the
father and mother, even if no event has been entered.
All tabs
1.Place the child or one of the parents as the primary person.
2.Delete the parent-child link.
Drag and drop
1.Place the person to whom you want to add a child as the primary person. Click the spouse who is the other parent of the child to
select him/her.
2. Take the child from a side panel (Persons, Bookmarks, Kinship,
Links…), and release on the display fields of the screen (children
display area on the Immediate Family tab or Children on Family
Group Data tab). The child is then linked to both parents (the primary person and the selected spouse).
• If the primary person is a parent, select the child to be unlinked
from the list of primary person’s children. Choose Person >
Delete > Selected Child Link or click the X button in the toolbar
and choose Unlink Selected Child.
• If the primary person is a child, choose Person > Delete >
Father Link or Mother Link or click the X button on the toolbar
and choose Unlink Father or Unlink Mother.
Family Group Data tab
1.Select the child to be unlinked from the Children fields.
Order of children
Heredis places children according to their date of birth.
If you know the order of the children without knowing their dates
of birth, or if the chronology does not seem exact to you, you may
change their order of display.
Change the order of children
Right-click any box of the children to move or choose Person >
Children Order, then use the Before and After buttons on the
Order of Children screen to position each child in the required
order.
Return to the default order
You may cancel a manual order change of children if you have made
mistakes or entered new dates. To do this, right-click the list of children and choose the Automatically sort children option...
2. Click the - button at the bottom of the field, and choose Unlink
Child.
Info • If you select the Delete Child and All Links option, you will
remove the person from your genealogy file, not just the link.
7.5Witnesses
Based on the act or document that you possess, indicate who are
the persons who attended the event, or who are cited (witnesses,
those present, registrar, etc.).
Witnesses are displayed on the Personal Data tab. For each selected event, you may access them by clicking the Witnesses tab. If at
least one person was linked to the event, a visual indicator (blue bar)
is displayed on the Witnesses tab, in the list of events, and in the
Links panel.
Add a new person
1.Click the Witnesses tab in the event information fields.
Heredis for Windows
43
2.On the button bar at the bottom of the Witnesses fields, click + (Link
a witness to the event).
2.In the button bar at the bottom of the Witnesses field, click the
+ button.
3.The Associate a witness to… fields open. Enter the information you
know about the person.
3.The Associate a witness to… screen opens. Enter the information
you know about the witness and click Add. Or select an existing
person and click Choose.
4.Click Add.
Link an existing person
During data entry for an event
4.Provide information on the link with the witness and press OK. The
witness is added to the Witnesses fields of the input screen.
5.Enter another witness or continue typing the data for the primary
person.
1.Click the Witnesses tab in event information fields.
2.On the button bar at the bottom of the Witnesses field, click + (Link
a witness to the event).
3.The Associate a witness to… screen opens. Enter the surname or
first name in the Personal Data field and select the person to be
linked from the list of Matching Persons to the right of the screen.
Click the Choose button or double-click the name in the list.
4.Complete the information field on the link and press OK.
Drag and drop
1.Select the event concerned on the Personal Data tab.
2.Take the person to be linked from a side panel (Persons,
Bookmarks, Kinship, Links…), and release him/her on the information fields of the event.
3.Complete the link information fields and press OK.
Add a new person with his/her witnesses
To add witnesses to an event during the data entry for a new person, use the Comprehensive or Customized display mode by clicking the indented wheel icon at the top right of the Add or Choose…
screen…
1.Disclose the Witnesses field (click the disclosure triangle if it is folded).
Heredis for Windows
Change a Witness link
Every person in the genealogy file may be assigned to one or more
events. Enter the information known about his/her role in the event.
Change or supplement this information on the Personal Data tab.
1.Select the event and click the Witnesses tab.
2.Select the Witness link to be changed and click the Edit and modify the link with the selected witness button (shown as a pencil),
or double-click the line.
3.Edit the information of the link.
Role
Specify the role of the person in the selected event: it may be a participant in the event (witness, religious officiant, godfather, etc.) or
be quoted as not having participated (deceased relative, lawyer who
has registered a contract, etc.).
Choose the role to assign from the drop-down menu.
Age
• Age on record: many acts indicate the age of the witness on the day
of the event. Fill in the field Age/Record.
• Effective Age: to help you verify the choice of an existing person as
a witness, Heredis calculates and displays their actual age on the
44
day of the event. If it is very different from the age on the record,
you have probably selected a homonym. Cancel the link and select
another person or check the dates which may be incorrect.
is linked, a chip is displayed on the Links tab. The personal link
appears in the Links panel of both related persons.
If the witness has no known date of birth, the age on the record
allows Heredis to calculate the date of birth automatically.
Add a new person
1.Click the Links tab of the Tools panels.
Comments
2.In the button bar at the bottom, click + (Add a link to the primary
person).
Type a comment on the link between the person and the event. In
most cases, you will use here references to occupation, residence
and kinship as shown on the acts.
3.The Linking a Person to… screen opens. Enter the information you
know about the person.
Once you have validated the entry or modification of the witness, the
comment appears in the list of witnesses.
4.Click Add. You may access the detailed data of that person later if
you wish to expand on the information about the person.
Unlink a witness and an event
1.On the Personal Data tab, select the event and click the Witnesses
tab.
2.On the bar at the bottom of the event, click - (Unlink the selected
witness from the event).
3.Press OK to validate and the person is detached from the event but
remains available in your genealogy file.
7.6 Other linked persons
The concept of a linked person allows you to specify a link between
two persons when:
- The kinship is uncertain. You know that Paul is the uncle of John,
but you do not know if he is the paternal or maternal uncle, or the
husband of an aunt. Create a personal link between the two individuals until the exact kinship may be determined.
- There are no events to link the two persons. You know that
Jeannine was a friend of Maria. Create a personal link (Sundry
Link) Friend between these two persons.
Personal links with an existing person
Personal Data tab
1.Click the Links tab of the Tools panels.
2.On the button bar at the bottom, click + (Add a link to the primary
person).
3.The Linking a Person to… screen opens. Enter the surname and
given name in the Personal Data fields and select the individual
from the list of Matching Persons to the right of the screen. Click
the Choose button or double-click the name in the list.
4.Complete the information fields for the link and press OK.
Drag and drop
1.Click the Links tab of the Tools panels.
2.Drag the person to be linked from the Immediate family tab or in
the Persons tab of the Search panels, and release on the Links
tab.
3.Complete the information fields on the link and press OK.
Linked persons are displayed on the Tools panels. Click the Sundry
Links tab to add, edit or delete them. When at least one person
Heredis for Windows
45
Change a personal link
Every person in the genealogy file may be linked to one or more
individuals by a personal link. Indicate the information known about
the nature of the link in the input fields.
Change or supplement the information in the Links tab of the Tools
panels.
1.Click the Links tab.
2.Select the link to edit by clicking the name of the related person. If
the link is closed, click the arrow to display the name of the linked
person.
3. Click the Edit and modify the selected link (indicated by a pencil),
or double-click the line.
Once you have validated the entry or modification of the linked person, the comment will appear on the Links tab once the individual
has been selected in the list of links.
The appropriate type of link is specified in the Links tab for each of
the two persons and the comment of the link is identical.
Unlink a person
1.On the Personal Data tab, open the Links tab of the Tools panels.
2.On the button bar at the bottom, click - (Unlink the selected person).
3.Validate with OK and the personal link between these two people no
longer exists, but both persons remain available in your genealogy
file.
4.Edit the information concerning the link.
Type of link
Choose the type of link between the two persons from the dropdown menu.
The position of the two persons may be meaningful (Mark is the heir
of Peter therefore Peter is the testator of Mark), or non-differentiating (Maya and Brenda are friends).
Info • You can rename an existing link by entering a different type
of link in the Modifying the Link screen. For example, type Spiritual
Leader in place of Another link, or Universal Legatee in place of Heir.
Direction of the link
Check the link in the window title (Is Mark really said to be the heir
of Peter, or the testator?).
To change the link, click the Swap the link icon (directional arrows).
Comment
Type a comment justifying the link between these two people.
Heredis for Windows
46
8
Adding and changing information
8.1 Data entry mode
Heredis allows you to display only the information that you commonly use. This visual selection mode in no way changes your data,
which are still preserved whether or not you display them. You can
change the display mode at any time.
There are three display modes (Basic – Comprehensive –
Customized) that you may use in different ways depending on the
data input screen (Add or Choose... screen, Personal Data tab,
Family Group Data tab).
In Basic mode, the information displayed is by default. This mode
displays only the main fields. You can change the data input mode
at any time.
Change the data entry mode
1.At the top right of the input screen, click the indented wheel icon
(Choose data fields you wish to use).
2. Select the desired mode.
• To show only the main fields, use the Basic mode.
• To make use of all the input fields, use the Comprehensive
mode.
• To display only the information that interests you, select the
Customized mode. This mode will display only the items you
have selected in the Customize personal data view screen.
Personalize the data entry mode
1.Click the indented wheel icon (choose data fields you wish to use).
2.Choose Customize View.
chosen may be different in the various screens. Confirm with OK.
Check the items not displayed
If you choose the Basic or Customized display modes, it may happen that certain information entered does not appear. Heredis alerts
you by displaying an alert triangle next to the indented wheel icon
(Choose data fields you wish to use).
Click the alert triangle: the display is changed temporarily and all
saved data items are displayed.
When you navigate to another person, the data items are again hidden in accordance with the mode you have chosen.
8.2 Identity of persons
Identity fields
Surname
Type the surname of the person, without worrying about upper or
lower case. Heredis includes various data entry aids which allow you
to save time and avoid errors. Each new surname entered is added
to the Surnames Index.
Prefix
The Prefix is used to specify an attribute found often in an old act,
such as Lord, Sir, Reverend…, or in more recent documents, such
as Professor, Master, Doctor...
Suffix
The suffix specified is assigned only to the surname of the person
being entered. You can add references such as ‘Senior’ or ‘Junior’ or
assumed names.
3.Tick the items of information to appear in the Add or Choose…
screen. You will proceed in the same way for data entry and display
on the Personal Data tab or the Family Group Data tab. The items
Heredis for Windows
47
Given Names
Title
Type the different given names of the person. The list of given
names known to Heredis appears and is updated as and when you
type. Once you have located the given name in the list, use the
down arrow to select it and then press Enter to select it.
Indicate here any title of nobility or honorary title.
If the usual given name is not the first given name, it can be highlighted. To do this, click the arrow to the right of the field for entering
given names, and select the usual name in the list
Info • The usual given name may also be highlighted by entering it
with quotation marks.
Gender
The gender of the person is automatically filled in by Heredis,
according to the given name entered. If you want to change it, or if
you typed a given name unknown to Heredis or for a multiple given
name, type M for Male, F for Female, or leave ? for persons whose
gender is unknown.
User number
This number corresponds to any personal numbering system you
may wish to set up (numbering by genealogical areas, identification
numbers...).
Automatic formatting of data
When you enter a surname or given names, you can type them in
either uppercase or lowercase. If the Uppercase option has been
selected in Preferences, a surname or a given name typed in lower
case will be automatically converted to uppercase, including accented characters. If the name contains a particle it will remain in lowercase.
If you have chosen in Preferences the Initial Caps option, the surname or given name’s first letter will be automatically converted to
upper case, including accented characters.
Nickname
Automatic filling of fields
The display of a nickname will be preceded by aka.
Heredis includes databases of several thousand names and occupations. In addition, Heredis stores all the information you enter, item
by item.
Occupation
Enter the occupation of the person. This item should contain the
sole or main occupation he/she held. You may also enter as events
any other dated and detailed occupations, for other activities. The
list of recognized occupations with Heredis appears and is updated
as and when you type. When you see the desired occupation in the
list, use the down arrow to select it and press Enter to select it.
Type the first letters: immediately appears the list of already stored
data that may match your entry.
In the list of Occupations, recognized occupations are underlined.
When you type a word not recognized as an occupation, you may
add it to the list of occupations available. Select the word or phrase
with your mouse and click the arrow to the right in the input field.
Heredis will add the occupation to the Occupations Index. When
you leave this field, you will find that the occupation is now recognized as it is underlined.
The Auto-fill tool is available for all input fields, with the exception of
notes and comments.
Heredis for Windows
Continue with new letters, the list is updated.
Use the keyboard arrow keys to select the desired item and press
Enter or click the proposed item with the mouse.
48
Signature
Marked Person
Scroll down the Signature menu and select:
Click the Marked Person icon to highlight an individual and apply
specific treatment to this person. A marked person may be ignored
when you export the file, may be selected with specific research
tools, may or may not be printed in a tree chart or a report.
• Yes if the person knows how to sign,
• No if you have observed that the person does not know how to
sign,
• ? if you do not have any information.
Confidential Person
You can choose which option is the default for each new person
entered in Tools > Preferences > Heredis Preferences > Format.
Click the Confidential Person icon to avoid publishing information
on this person in your printouts, exports and publications.
Child status
Scroll down the Child Status menu to choose the appropriate
option.
Flags and their use
Placed alongside the Child Status field, the clickable flags icons
correspond to various characteristics of the person. They allow you
to enter additional information relevant to your genealogy.
You may change the flags assigned to a person or to a list of individuals.
Childless
Click the Childless icon if you know that the person had no offspring.
Unmarried
Click the Unmarried icon if you know that the person never married.
Secondary Person
Click the Secondary Person icon to indicate that this person has
only a minor role in your genealogy. Secondary individuals in your
file may be excluded from printouts, exports and publications. You
may, for example, declare secondary all children who died in infancy
so that they are not in your tree charts.
Heredis for Windows
Click again the icon to deactivate.
User fields
On the Personal Data tab, you may display up to 13 different user
fields for data entry that Heredis has not covered.
Create or modify user fields
1.On the Personal Data tab, click the User Fields tab. Click the Edit
and modify user fields icon shown in the form of a pencil.
2.Tick the items you wish to use in this genealogy.
3.Enter a field name.
4.Using the drop-down menu, indicate the type of information that you
enter in each field displayed. The data that you enter in these fields
will be recognized and treated accordingly with GEDCOM format
exchanges.
5.Confirm with OK.
In the User Fields tab, you may complete the additional fields that
you have created for this file.
Delete user fields
1.Click the User Fields tab, then the Edit and modify user fields
icon shown in the form of a pencil.
2.Untick the fields you no longer wish to be used in this genealogy.
49
Notes
Add specific details to your genealogy by using the available notes.
You will find entry boxes for notes on persons, families, events,
media, sources, surnames, given names, occupations and places. The notes are equipped with formatting tools integrated in the
Heredis software. One may also paste formatted text from other
applications (word processors, browsers, desktop publishing tools,
etc.).
8.3 Placing persons
The Root Person
The root person is the individual who is at the base of your genealogical research. By default, Heredis defines the first person entered
in the genealogy file as the root person, with Ahnentafel No. 1.
Access the Root Person
Enter or modify a note
1.Display the note:
• On the toolbar, choose Person > Edit Person Note or Edit
Family Note.
• Click the Root button on the toolbar.
• Choose Find > View Root Person or press Ctrl-1.
Change the Root Person
• Click the Notes button in the toolbar if it is displayed.
1.Display the new person to be at the base of the open genealogy file.
• Click directly in the note field when displayed on the Family
Group Data tab.
2.Choose Person > Modify Root Person...
Info • If the note is not visible on the Family Group Data tab,
change the data display mode.
2.Enter the text of the note or paste the contents of the clipboard.
4.Use the formatting tools in the text editor. In the input tab, click the
Edit button of the note (shown as a pencil) to access.
5.Tick the Private Note box if you wish to keep this note excluded
from export of the file, printing or publishing on the Internet.
Info • The Person note and the Family note concern the displayed
primary person and his/her spouse.
The new root person will carry the No. 1 and all Ahnentafel numbers
are redefined accordingly by Heredis.
Genealogy numbering
A genealogical research can lead to the processing of thousands
of people, some bearing the same name and sometimes the same
given name over several generations.
In order to identify ancestors and position them with relation to other
persons, various numbering systems have been developed and are
commonly used by genealogists.
Ancestor numbering
The method for numbering ancestors is called Ahnentafel. The number assigned to a person will identify the gender and position of any
individual in direct descent (it does not apply to collaterals).
The three basic rules for Ahnentafel numbering are:
1.Even numbers are assigned to men and odd numbers to women.
Heredis for Windows
50
2.For every couple, the woman’s number is the equivalent of the number of the man + 1.
3.For every father, a number is assigned equal to twice that of his son
or daughter.
If the primary person displayed is part of the direct lineage of the
root person, the View previous direct-line ancestor and View next
direct-line ancestor arrow buttons allow you to move up or down
the genealogy, generation by generation, without overlooking a single ancestor.
The person whose ancestry is being researched bears the N°. 1
(irrespective of gender). This is the person who is at the base of the
genealogy file. He/she is called the Root Person.
Descendant numbering
The father of the root person is N°. 2 (twice the N°. 1), his mother
N°. 3 (N°. 2 +1). His paternal grandfather is N°. 4 (double the N°. 2),
his paternal grandmother N°. 5 (4 +1). His maternal grandfather is N°.
6 (double the N°. 3), his maternal grandmother N°. 7 (6 +1), etc.
The three basic rules for d’Aboville numbering are:
Thus each ancestor is traceable from his/her number: No. 599 is a
woman (odd N°. and is the wife of N°. 598. She is the mother of N°.
299, who is a woman, and who is the mother of N°. 149, etc.
This numbering is displayed on the data entry and navigation tabs,
in the panels and in the different documents and tree charts. It is
automatically calculated by Heredis.
Identifying the Ahnentafel lineage
You may identify persons who belong to the Ahnentafel lineage by
the symbol preceding their names.
Heredis identifies each person with an icon indicating its gender
(blue for men, purple for women and green for persons whose gender is unknown). If the person is a direct ancestor of the root person, the head of the icon is yellow.
The primary person’s number is displayed in the status bar. If a
marriage between blood relatives in his/her ancestry has created a
duplicate line (implex), the primary person’s number is followed by
the ++ signs. Click the Ahnentafel number to display the list of all
the number the primary person bears.
Navigating in the direct lineage
The direct line navigation buttons are available in the Navigation
panel.
Heredis for Windows
Heredis uses d’Aboville numbering to treat individuals listed in a
descending genealogy.
1.Each child bears the number of his father or his mother followed by
the number of his/her order of birth.
2.Then one proceeds by adding the order number of birth for each
generation.
3.A letter distinguishes the different unions.
D’Aboville numbering allows you to know the number of generations separating an individual from his/her ancestor and from which
branch of the family he/she comes.
Thus you will identify the progeny of a person: the eldest is N°.1, the
next youngest N°.2, the very youngest N°.3, etc. The two children
of the eldest are numbered N°. 1-1 and N°.1-2. The child of the first
husband of the youngest bears the number N°. 2-1a, those of the
second husband are numbered N°. 2-2b, N°.2-3b and N°.2-4b. The
only child of the youngest is numbered N°.3-1.
D’Aboville numbering may be displayed on the different descendant
documents and tree charts.
Implex
The same person may appear several times in an ascendancy, and
appear in several branches of a tree. This is due to consanguineous
marriages.
The ratio between the total number of ancestors and the number
of ancestors that really exist (smaller) is called the Implex rate. One
person may therefore bear several Ahnentafel numbers.
51
Imagine that Jack marries Marianne. However, Jack’s father was the
brother of the grandfather of Marianne. Jack and Marianne therefore
have common ancestors, which will appear in two different branches
of the family tree.
Heredis manages the different numbers automatically.
8.4Events
Click the Personal Data tab to view, enter or modify the events in
the life of the primary person.
Heredis distinguishes between individual events which the person
has lived and the events he/she has experienced with each of his/
her spouses.
The list of events displays chronologically all events in the life of a
person and the family events may be identified by the order of families concerned.
After creating an event, you may complete or modify it at any time.
Add a family event
1.Select the spouse of the event from the list of families.
2.Click the + button on the bar below the list of events.
Info • You may also add the main events of the family by clicking
the M, rM, Mc buttons (Marriage - Religious Marriage - Marriage
Contract) below the events list. If these buttons are not visible,
check the display mode of the screen.
3.Select the desired event, such as Engagement. Engagement is
added to the list of events of the person.
Info • The family events also appear in the input and navigation
screens of the spouse.
Create events not proposed by Heredis
You may add events that are not mentioned in the list of events proposed by Heredis.
Add an event
1.Click the + buttons on the bar below the list of events.
Add a person event
2.Choose Ready-to-use events, then the neutral event called Event
Misc.
1.Click Add a person event on the bar below the list of events. To
facilitate the selection of the event, Heredis displays at the top of the
list, the major events, then the other events already in use in your
genealogy file, and finally the events not yet used.
2.Select the desired event, for example, Will. Will is added to the list of
events of the person.
Info • You can also add major events by clicking the B, C, D or
B buttons (Birth - Christening - Death - Burial) placed below the
events list. If these buttons are not visible, change the input mode of
the screen.
Heredis for Windows
3.Double-click the event that has appeared in the list of events. The
Edit Event… window opens.
4.Enter the new name of the event.
Now this new type of event will automatically appear in the list of
events to create. However, you can choose not to display it from the
events management screen.
Info • If the nature of the event to create already exists, modify an
existing type of event in the same way. For example you can create
a Estate event by renaming a Will event. You will find this event in
a submenu of the original event. By selecting Will, you can choose
between Will and Estate.
52
Share a person event
Heredis allows you to share a minor person event with other persons
in your genealogy. This event and all information relating to it will be
automatically available to all participants in the event.
Select a person event in the list of events displayed in the input
screen > Person event and then click the Share button below this
list. The Witnesses tab is replaced by the Participants tab and
allows you to add the other persons sharing this event.
It is possible no longer to share an event. With this operation, the
event no longer to be shared remains associated with the primary
person on the screen. Other participants become mere witnesses
and the “unshared” event no longer appears in their list of events.
In the list of events for a person, the letter S, displayed in front of an
event, indicates that this event is shared.
that the Other Used Events part no longer contains the items you
have unticked.
You may always tick any new hidden events to make them reappear.
Information on the event
The detail of each selected event is available on the Personal Data
tab. If you do not see all the events, change the display mode of the
Personal Data tab.
Date
To enter the date, numerous input options are available, whatever the period concerned, in four different types of calendars:
Gregorian, Julian, Hebrew or Republican.
Time
Info • the major person events - Birth, Baptism, Death and Burial
-are not shareable. The Domicile couple event is also shareable.
Time may be specified as 05:30 or 5:30. To separate hours and minutes, you can type either : or H or h, with no spaces.
Customize the display of events
Age on record
Heredis can present the list of available events according on your
work habits. Thus, you will have easy access to the events that you
create most often.
Enter the age stated on the deed if it exists, by entering the number
of years in numbers. Any other word may not be recognized.
The customization affects only the list of events to create and there
is no risk to your data, events already created remaining always displayed.
Modify the list of events displayed
1.Click the Add a person event or Add a family event buttons on the
Personal Data tab, in the events list.
If the birth date of the primary person is known, you may compare
the age on the act with the actual age shown in the list of events.
If the date of birth is unknown, Heredis will automatically complete
the field with an approximate date calculated from the age on record
that you entered.
Place
Indicate the location where the event took place.
2.Choose Customize…
3.Untick rare events, those which you rarely use, to lighten the list
when creating a new event.
Heredis always shows major events at the top of the list, and events
that you have not yet used at the bottom of the list. You see now
Heredis for Windows
Entering a new place
1.Type the name of the city in the Place field, not bothering about
upper or lower case. With the first letters, Heredis proposes a list of
places that may match your entry.
53
2.Select a place using the mouse, or use the up and down arrow keys
and confirm the location selected by pressing Enter.
3.If no proposed place is suitable, enter the place and then type the
Tab key.
4. The Places Index opens. Complete the information on the new
place to save it in the Add New Place screen, and press OK. The
new location will be added to the Places Index.
Assigning a place already in use in your genealogy
1.Unfold the Places panel.
2.Drag the place of the event and drop on the event being entered.
Info • Be sure to visit the place of your ancestor’s life by clicking the
Map tab of the event.
Place Subdivision
The Place Subdivision field is to specify a more precise location
than the city: the hamlet, parish, district or borough of a large city.
Cause/Information
The Cause/Information field allows you to specify the cause of the
event (as for Death, Divorce, Professional transfer events) or any
useful precision.
Event Note
Enter your comments about the event directly into the note field. To
embellish the entered text, click the pencil icon. Heredis opens the
note in a separate screen containing all the formatting tools. Tick the
Private Note box to exclude the Event Note from exports or printed
documents.
Other elements linked to the event
The Details tab of events displays a Private Event box. When this
box is ticked, all data in the event may be excluded from exports or
hidden in printouts.
To help track your research, for each event, Heredis proposes what
action you should take. Specify the status of the source in the
drop-down menu. Choose No Search Record, Search Record, or
Untraceable Record, whichever corresponds to the event entered.
You may choose the default option for each new event in Tools >
Preferences > Heredis Preferences > Format.
Each event may be completed with witnesses, sources, media and
an interactive map showing where the event took place. Each of
these elements is available in a tab on the Event screen.
Heredis for Windows
54
8.5Dates
Recognized calendars
Heredis treats dates entered in 4 different calendars: Gregorian,
Julian, Hebrew and Republican. The dates must be between the year
4712 BC to the year 3454 AD of the Gregorian calendar.
The Gregorian calendar used today in most countries of the world,
was promulgated in 1582 and applied at widely varying dates in different countries (from the fourteenth to the twentieth century). Dates
prior to the promulgation of the Gregorian calendar are considered
as being expressed in the Julian calendar.
The Julian calendar was abandoned in favor of the Gregorian calendar. Certain countries retained it until the twentieth century.
Recognized formats
For Heredis to decode the date according to your desired entry
order, choose Tools > Preferences > Heredis Preferences >
Format and select the order of elements of the date you want (Day/
Month/Year or Month/Day/Year).
The date of 2 February 1794 may be entered in the following way, if
you have determined the order day/month/year.
Gregorian calendar
• 2 February 1794
• 2 Feb 1794
• 02/02/1794
• 02.02.1794
The Hebrew calendar is used in documents of the families of Jewish
faith, regardless of the country where they live.
Julian calendar
• 2 February 1794
The Republican calendar was used only in France and covers the
period from September 22, 1792 to January 1, 1806.
• J 2 Feb 1794
Entry of dates
Heredis handles dates expressed in numbers (using the separators
. or /, or spaces), or the dates expressed with the month in letters
(entered in full or abbreviated).
A date may be entered in the Gregorian, Julian, Hebrew or
Republican calendars. If there is no month name which is characteristic of a Hebrew or Republican calendar, Heredis considers that the
date entered is expressed in the Gregorian calendar.
To enter an incomplete date in the Hebrew calendar, precede it with
the letter H (1987).
To enter a date expressed in Julian after December 10, 1582, pre­
cede it with the letter J (J June 23, 1654).
To enter a date expressed in the French Republican calendar, enter
the year in numbers, Roman or Arabic, preceded or not by the word
«An». Enter comp for additional days (for example, 6 comp An III for
the sixth complementary day of the year III of the Republic).
Heredis for Windows
• J 2 /02/1794
• J 02.02.1794
Hebrew calendar
• 2 ADAR1 5554
Republican calendar
• 14 Pluviôse an 2
• 14 pluv an II
• 14 pluv 2
• 14 pluviôse II
Info • For every printed document and for each exported file, tick
the Use Gregorian Dates option. Some other genealogy programs
do not deal with the different calendars in their GEDCOM imports; it
will thereby be compatible with all programs.
Approximate dates
55
Heredis manages the chronology of events based on the dates
entered, exact or approximate. Use keywords to express the approximate dates.
• 11.10.1914//4.1917
Before any date, complete or incomplete, you may add the following
keywords:
Before
Type the word before or the symbol < followed by a space or the
symbol / with no space and then type the full date or not, in numbers or in words.
• Estimated or est to indicate that a date is a mere guess. In this
case it is displayed preceded by the estimated or (est). It is taken
into account in chronology screening (eg. order of families, order of
the children...) but it is excluded from printouts.
• before 23 August, 1845
• Calculated or cal to indicate that a date has been obtained by calculation. For example if you do not know the birth date of a person
but you have found the age at death on the death certificate, the
software automatically displays a calculated date of birth. The user
may also enter a date named calculated, being the result of deduction. The calculated dates are displayed and printed preceded by the
words calculated or (cal).
• < 23/8/1845
• /23.08. 1845
After
Type the word after or the symbol > followed by a space, then type
the full date or not, in numbers or in words. Or type the symbol /
with no space after the date.
• after 6 June, 1774
• after 6/6/1774
• 6.6.1774/
About
Type the word about or the abbreviation abt or the symbol ~ followed by a space, then type the full date or not, in numbers or in
words.
• about February 1811
• abt 2 1811
• ~2.1811
Between / and
Type the words between and then and or the symbols <> and &
and then type the full date or not, in numbers or in words or type
the symbol // between the two dates with no spaces.
• between 11 October 1914 and April 1917
• between 11/10/1914 and 4/1917
• <> 10 November 1914 & 04 1917
Heredis for Windows
Automatic calculation of birth dates
Heredis automatically calculates the date of birth of persons whose
age is known at any given event. The age of the father, mentioned in
a birth certificate, allows you to create or complete the father indicating the probable year of birth. This will make it easier to find the
birth certificate of the father, thus advancing your genealogy.
For the person living the event
1.Create an event and specify the date.
2.Add the witnesses (witness, declarant, etc.), and specify their age in
the Age/Record field of the input screen for the link.
Info • Remember to choose the Customized or Comprehensive
input mode to display this field.
Witnesses to an event 1.Create an event and specify the date.
2.Add the witnesses (witness, declarant, etc.), and specify their age in
the Age/Record field of the input screen for the link.
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If the date of the start of their life (birth or christening) already exists,
your data remains of course unchanged. If the date of the start of
their life is unknown, Heredis adds a calculated date of birth.
Info • The dates calculated are shown in italics in the list of events
on the Personal Data tab.
8.6Places
Heredis attaches considerable importance to the places where your
ancestors lived. By its structured data entry, it identifies places in
many countries and views them on an inter-active map. You get
closer to the lives of your ancestors by discovering their geographical environment. Did they live in a forest, near a river, in a large city
or small village?
Conversion tool for dates
For the equivalent of a date expressed in an unusual calendar for
you, select the Dates tab on the Tools panels.
1. Choose Date Converter from the drop-down menu.
2.Enter the date as you found it, regardless of the calendar in which it
is expressed. Heredis displays the equivalents in other calendars.
3.To use one of the dates displayed, click the Copy Date button to the
right of the date you want.
4.To insert this version of the date in a data entry screen or in a note,
click the insertion point and choose Edit > Paste, or type Ctrl-V.
Info • You were using software that did not have a defined structure
for places? Heredis studies your GEDCOM file and identifies the
largest possible number of locations, offering you this essential feature for effective knowledge of your past.
Places assigned to events are displayed in the Personal Data tab.
You can consult the list of all places in your genealogy in the Places
panel or in the Places Index.
Assign an existing place to an event
Drag and drop
The dates of movable feasts
1.Select the event from the Personal Data tab.
Who has not found the words «Easter Day» or «two days after
Pentecost» in an old document?
2.Drag the place from the Places panel and drop it on the display
area of the event. The place is displayed in the Place field. Other
details of the location are displayed above the Place field.
Heredis facilitates your genealogical research by indicating the dates
of these moveable feasts for all the years between 325 AD and the
year 2500.
1.Select Movable Feasts in the drop-down menu of the Dates tab.
2.Indicate the year for which you are looking for this feast day. Heredis
displays the dates of Christian, Jewish and Orthodox movable feasts
for this year.
In the Details fields of the event
1.Type the name of the place in the Place field, without bothering
about upper or lower case. With the first letters, Heredis displays a
list of places that may match your entry.
The displayed list offers in the upper part, places already registered
in this genealogy, and below the places recognized by Heredis.
2.Select a place using the mouse or use the up and down arrow keys
and confirm the place selected with the Enter.
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57
Create a new place and assign it to an event
Input fields for the place
If no proposed place matches the place you want to enter, enter the
full name of the place then press the Tab key.
Each administrative item has a separate input field. This organization
method allows you to edit documents by town, region, country and
facilitates the geolocation of the place where your ancestors lived.
Heredis opens the Places Index and the data entry screen for a
new place. Complete the various administrative details of the new
place, and press OK. The new place will be added to the Places
Index.
Create a new place to be assigned later
Complete the fields City – Postal Code – County – State/
Province – Country.
If you know them, you may also complete the Latitude and
Longitude fields. However they will be filled automatically when the
geolocation of the town will be done on the Map tab.
1.Display the Places panel or open the Places Index.
2.Click + (Add New Place).
3.Enter the name of the place. With the first letters, Heredis proposes
a list of known places which may match your entry. By choosing one
of these known places, the different administrative fields and geolocation of the place will be filled in automatically.
Info • Remember to tick the countries for which you would like
suggestions for places using Tools > Preferences > Heredis
Preferences > Countries.
4.If no place corresponds to the place you want to enter, complete the
input field with the various administrative levels of the new place and
press OK.
A new place has been created but it is not yet assigned to an event.
This place will now be proposed in the list of existing places when
you type in the Places field of an event.
Information for the place
The input and modify screen of the place contains items to be filled
in, a zone for display of media associated with the place, a Note tab
and a Map tab.
Place Note
Enter information about the place in the Note field, for example the
history of this place. You have available the text editing tools to format the note.
Tick the Private Note box to exclude exports of the note or printed
documents.
Media assigned to the place
To assign one or more media to a place, click the + (Add a Media)
button or the access button to the Media Index in the display field
of the media.
Geolocate a place
When the place is recognized by Heredis, it is geolocated. In this
case, the latitude and longitude are inserted automatically and the
map of the location is displayed in the Map tab of each event where
it is used and in the Places Index.
Info • View places not geolocated in the Places Index by clicking on
the Latitude or Longitude fields. If these fields are empty, you will
have to create the geolocation manually.
1.Double-click the place in the Places Index or click the pencil icon
(Modify Selected Place) to open the entering/modifying screen for
the selected place.
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2. Click the Map tab and select one of the places proposed by Heredis
in the Suggestions field. Heredis searches in various global databases to identify the place you entered.
If no proposal is displayed, type the name of the place in the
Suggestions search field or the name of a nearby location, then
click Search.
Info • This function is only available if you are connected to the
Internet.
3.Click each of the proposals and observe the map that is displayed
to clearly define which corresponds to the place you entered.
As you check the different proposals, the empty input fields (especially the longitude and latitude fields) will be simulated in blue.
4.Refine your entry.
• Click Fill up to geolocate the place with the appropriate proposal
while retaining the elements that you had already entered.
Info • This will retain your original entry for the old name of a province or administrative division that has been changed.
The places proposed during data entry in the Add or Choose…,
Personal Data, Family Group Data or Places Index tabs will be
limited to those countries.
8.7Sources
Heredis may assign any number of information sources to each
event.
Each source is an independent element, which is then assigned to
one or more events. Heredis allows you the flexibility to create a
source and then assign it to the events in question, or at the same
time to create both the source and its link to the event.
Sources assigned to the events are displayed in the Personal Data
tab. If at least one source is assigned to the event, a visual indicator
(green bar) appears. Select the event and click the Sources tab.
Info • You may consult the list of all sources in your genealogy in
the Sources search panel or in the Sources Index.
Assign an existing source to an event
• Click Replace should you have entered incorrect data for this
place. Heredis replaces the contents of input fields with the information found online.
1.Select the event from the Personal Data tab.
Validate the input/modify screen by clicking OK to complete the
changes to the geolocation of the place.
2.Drag the source in the Sources panel and drop it in the display field
of the event. The source is then assigned.
Choose the recognized places
Because your ancestors probably lived in your home country or are
from a limited number of other countries, you can limit the list of
countries for which places will be suggested during the data entry.
1.Choose Tools > Preferences > Heredis Preferences > Countries.
2.Check the different countries where you are likely to have places to
enter.
Heredis for Windows
By drag and drop
Info • Remember to scroll to Recently Used Sources in the
Sources search panel to assign the source to a series of events.
From the Sources tab of the event
1.Click the + (Link a source) button to open the list of sources registered in the Sources Index.
2.Select the source from the list then validate by clicking Choose. The
source is assigned to the event.
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Create a new source and assign it to an event
1.Select the event from the Personal Data tab.
2.Click the Sources tab.
Document
Specify the type of act (death certificate, marriage contract, etc.) or
what document, official or private, which contains the information
(census, invitation, family book, etc.).
3.Click the + (Link a source) button to open the Sources Index.
4.Click the + (Create new source) button at the bottom of the list.
5.Enter the information for the source and press OK. The new source
is assigned to the event.
Create a new source and assign it later
1.Display the Sources search panel, or open the Sources Index.
2.Click the + (Add New Source) button.
3.Enter the information for the source and press OK.
A new source has been created but it is not assigned to any event.
You may use this source later to assign it to an event.
Information for the source
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.
Type
Specify the type of information that allows you to advance in your
genealogy. Is it an act? A family document? A historical work? Etc.
Source Name
Type a pertinent title for recognizing the document. The title of the
source appears in the Sources search panel and in the Sources tab
of events, as well as in the genealogy documents you may print.
Repository
Indicate where the original source is archived or the place where you
found the information.
Call Number
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.
Date
Enter the date of the document that allowed you to find the information. Indicate the date of publication for a book, the date of dispatch
for correspondence.
Info • 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).
Author
Enter the author of the document that allowed you to find information.
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
authority for an administrative document, a parent who took a
photo…
Email
Note the email of the person or organization that holds the information.
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60
URL
Specify the address (URL) of the Internet website where you found
the information.
Medium
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
original or do you have a scanned image of the act? Have you seen
the information by consulting a microfilm? Have you found the information in an online genealogy?
Archive
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.
Quality of Data
To qualify the validity of the information, set the certainty of the
source by using the cursor, from 0 (not sure) to 3 (completely certain).
Note
In the Note 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.
Tick the Private Note box to exclude the note from exports or from
printed documents.
Private Source
Declare that a source is private for all information contained in the
source to be excluded from exports or printed documents.
• Click the Personal Data tab, then select the event and click the
Source tab.
• Display the Sources search panel.
• Click the Sources Index button, or choose Tools > Sources
Index.
2.Double-click the source or click the Edit and modify the selected
source button (shown as a pencil).
3.Tick the Private Source box, at the top right of the field.
Info • In the Sources Index, you may declare a source as private
directly in the list of sources. Tick the box in the column P (Private
Source).
Media and interpretation of the source
The quality of the information contained in a source is often confirmed by a reproduction of the original document. Heredis can
assign one or more media to each source.
Assign media to a source
1.Select the source from the list of sources and use the media zone
displayed on the right side of the window or double-click the source
to open the entry/modification screen.
2.Assign the media to the source
At the bottom of the media display zone:
• Click the + (Add media from hard disk) button.
• Click the access button to the Media Index if you are certain that
the media to be assigned is already saved in the genealogy file.
Aid for interpretation
Heredis understands the difficulty of your work in deciphering the
acts and proposes a Display mode get the best possible display of
the media and of the note.
1.Open the data input screen for the source.
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Open the enter/modify screen. Click the Display Mode button to
see on the same screen, both the note and the source image.
red. Click this icon to see a list of individuals who may correspond
to the person.
• Click the Horizontal button to see the entire width of the scanned
document, even if you have already zoomed the image. You may
then enter the text to be displayed above the lines.
Check if a proposed person is in fact a duplicate
• Click the Vertical button to see the document as a whole, including marginal notes. You may enter the text to the left of the displayed image.
Info • The deciphering of an act may often be long, so remember to
click Save regularly to save the information you entered in the note
of the source.
Select the person from the Matching Persons list or check in the
Summary panel. Here you have more information for more effective
comparison.
If it appears that the person you wish to create already exists, select
him/her from the Matching Persons list and click the Choose button. This will cancel the creation of a new person, and thus avoids a
duplicate in your genealogy.
If you do not find a duplicate, continue.
8.8 Checking of data
Permanent control for duplicates
When adding a new person to your genealogy, you may risk creating
a duplicate, that is to say, create two distinct persons for the same
ancestor. Heredis provides a tool, available in all entry fields for individuals, to avoid creating a person already saved in your file.
Info • For even more pertinence, Heredis includes in the list of
potential duplicates, those persons already entered bearing a variant
of the name you typed.
In the Add or Choose… screen
With the first letters typed in the Surname or Given Names fields,
you see, in the Matching Persons column, the list of individuals
already entered who may match the person. Step by step, as you
enter new letters, the list of duplicates is updated.
Validity Control
Heredis analyses all information and will block any erroneous data
entry.
Dates
Dates should be entered properly. See the chapter Dates for possible formats.
Links
Links created between people must be consistent. Heredis prevents
the entering of incoherent links: one person cannot be entered as
the son of another if he is already his grandfather. A message will
indicate why the link may not be validated.
Consistency control
In the Family Group Data tab
In order to avoid errors, with each data entry, Heredis checks that
the information entered is logical in relation to the persons and
events already known. It alerts you to any anomalies which you may
either correct or confirm.
When you type in one of the fields of this screen, the full name of a
person already entered, the Enter New Data icon (gray arrow) turns
Heredis notifies you when you enter an event date which is later
than that of the death of such person. You may fix the date entered
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62
if you made a mistake, or confirm a post-mortem event, such as the
transfer of ashes or an act concerning the deceased’s estate.
Heredis also checks for possible inconsistencies if you have created
a link with a person bearing the same name as the person you are
entering: it will inform you, for example, if you link a possible father,
that he was 143 years old at the birth of the child, or if the wife
assigned to the primary person had died before her wedding.
6. Return to the Multiple Search screen using the Windows menu or
by typing Shift-Ctrl-M.
Info • To do this at a later date, you may store the list obtained by
marking all the people displayed. Click Mark Selection in the right
part of the search screen. You can also keep the results displayed
by printing the list of inconsistent persons. To do this select Print or
Print Personalized Report.
Check if a person is coherent
The consistency check is systematic. When incoherent information
is detected, a message alerts you immediately at the data entry. On
the toolbar, the Consistency button is highlighted displaying a red
cross.
Understanding incoherences
1.Choose Person > Check Consistency or press the Consistency
button on the toolbar.
2.Review the summary of the inconsistencies shown for the primary
person. These controls are only indicative and it is your responsibility to rectify the anomalies detected or not.
Check all persons in the file
Heredis provides a tool for detecting all inconsistent data in your
genealogy file.
1.Select Find > Multiple Search or type Ctrl-Shift-M or click Find >
Multiple Search.
2. Select the Persons criteria from the first drop-down menu.
3. Select Consistent Data from the second drop-down menu, then No
from the drop-down menu below. Then click Start Search.
4. Click on each of the persons shown in the results list to verify the
data on the Summary panel.
5. Double-click a person to access his/her Personal Data tab and
make any necessary changes.
Heredis for Windows
No longer consider a person as incoherent
After checking the data of the primary person and to keep the information as it was entered, choose Person > Check Consistency or
press the Consistency button on the toolbar and select the Mark
as Consistent option.
The Consistency button changes its appearance and displays a
green tick mark. This person will no longer be displayed in the list of
a search for inconsistent information.
Change the coherence criteria
Heredis allows you to set your own criteria for checking the consistency of data.
1.Choose Tools > Preferences > Heredis Preferences.
2.Open the Consistency tab.
3.The controls relate to the age of spouses at marriage, age at death,
parental age at birth of children, the gap between two dates for successive births, the age gap between spouses.
Indicate the minimum or maximum values (expressed in years) you
wish to apply to your genealogy file. It may be interesting to change
temporarily the minimum age for marriage for the furthest ancestors,
for until the seventeenth century it was common to get married by
contract between 5 and 14 years.
These amendments are effective immediately.
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Completeness of data
The icon indicates whether or not essential information for major life
events is complete (Birth, Marriage, Death).
This icon concerns the completeness of information for the primary
person in the Status bar and in the Search tab. It appears also in
the Persons and Branches panels for all individuals displayed.
The icon display is defined in Heredis> Preferences> Appearance.
You can choose what information is required for an event to be complete: the accuracy of the date, place, the presence of a source and
the status of the search for the event.
Regardless of the information collected in Heredis, you may determine that certain individuals will not require further research. Open
the Search tab and click the Consider that this individual is complete button. The icon changes color.
When using the Branches panel, choose the Complete Persons
Only option, and the results take into account both the completeness of the events and the individuals for whom you had determined
that they be considered complete.
Heredis for Windows
64
9
Illustrate your data
9.1Media
Assign to your data any type of media to illustrate your genealogy.
What media for your genealogy?
Besides the usual media (images, sounds and videos), Heredis can
assign files that can be opened directly from your genealogy software by launching the application that was used to create the media.
• Assign a text file created with Pages and Heredis opens your word
processor to read it.
• Assign a numbers document and either Excel or another spreadsheet program on your hard drive will open it to read it.
• Integrate PDF files and Adobe Acrobat will open as soon as you
double-click the media.
• A Heredis tree chart effectively illustrating a branch? Assign the tree
chart file to your ancestor. This tree chart may be opened from the
Media tab of the person displayed.
• Drag an information email from one of your cousins to the display
field of the media and Heredis will open your mail program to read
it.
• A couple: in the Family field of the Personal Data tab.
• An event: on the Personal Data tab, click the Media tab after
selecting an event.
• A surname: in the Surnames Index, either in the display field of the
selected surname or directly in the Entering Surname screen.
• A given name: in the Given Names Index, either in the display field
of the selected given name or directly in the Entering Given Name
screen.
• An occupation: either in the Occupations Index, either in the display field of the selected occupation or directly in the Entering
Occupation screen.
• A place: in the Places Index, either in the display field of the selected place or in the Entering Place screen.
• A source: in the Sources Index, either in the display field of the
selected source or in the Entering Source screen.
The quantity of media assigned to each item of data is unlimited.
Each media may be assigned to several items of data.
When media have been assigned in your genealogy file, they are visible in the Media search panel or in the Media Index.
A date and/or a note may be added to the Media.
Info • To select these types of media, select All Files (*.*) from the
drop-down menu of the Open screen.
Info • All media assigned to your genealogy are integrated into your
file. You may synchronize your file with your mobile phone or another
computer without worrying about the media. They will be automatically transferred.
What data can be illustrated?
Importing media to your file
• A person: in the media display field of the primary person in the
Immediate Family, Personal Data or Family Group Data tabs. You
may also add media to the Personal Data field of Add or Choose...
screen.
Heredis for Windows
You can add one or more media simultaneously to your genealogy
file.
Adding media to the file is done either from the media display field
for each selected data, or directly into the Media Index or the
Media search panel. In this case the media are integrated into the
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file but not yet assigned to data. They are classified as Unused
Media.
Date: The date of the media is a useful guide to illustrate the lives of
ancestors, and allows the classification by date of the various media
assigned to a person.
In the media display field for each data item
Note: Enter your comments in the notes field. The note may be
formatted with tools for text editing, it may also be defined as a
Private Note.
• Click the button to access the Media Index if you are certain that
the media required is already saved in the genealogy file.
• Click the + (Add media from the hard disk) button.
Select one or more media using the Windows Explorer tools and
then click Open.
Private Media: Tick the Private Media box to exclude it from
export of a file or printing of a document.
Information on the media file
Info • To display the button bar for media management, move the
mouse over the display field of the media.
By opening the Media Index, you may access other information.
Select a media then check the information displayed.
In the Media search panel or in the Media Index:
Path: Find here the original location of the media, before it was
assigned to your genealogical file.
1. Click the + (Add Media) button.
2. Select one or more media using the Windows Explorer tools and
then click Open.
Information on the media
Link between media and data
At any moment, you may assign new media to an item of data, or
unlink media assigned by error. Heredis lets you also replace one
media with another.
Info • You can change the main displayed image. Roll over the display area of the media with the mouse to display the media button
bar. With the Previous Media – Next Media arrows, display the
image you want to set as the Preferred Picture. Click the Preferred
Picture button (shown as a star).
Media details
In the Media Index or Media search panel, double-click a media
and display its entry/modify screen
Heredis for Windows
Uses: See the list of data that is associated with the selected
media.
Info • Media are copied to the genealogical file and the format
is slightly modified to optimize the file size. Their original location
is given as an indication, there being no longer any connection
between the media at the original location and media in your genealogy file.
Display order of media
Heredis displays media according to their date. With no date, they
are classified in the order in which they were attached to the data.
9.2 Searching media
Check missing media
You have imported a file from an earlier version of Heredis or
GEDCOM? If the original location of the media was changed at the
time of import, or if a folder containing the media did not accompany the GEDCOM file, the media may be missing.
66
They are displayed differently depending on whether Heredis had a
thumbnail display or not.
• When a Heredis file has a thumbnail image, you will see its representation.
• In the case of a file where there was no thumbnail image, the icon
media not found (a cross over the Polaroid) is displayed in the
place of the media.
Find a group of media
Open the Media Index.
1.Click the Option button (indented wheel icon) on the toolbar of the
index.
2.Select Locate Missing Media.
3.Select the folder that contains one or more media not found, and
press OK.
Info • Heredis will find the media with the same name as that carried during their assignment in the genealogical file. Heredis will
widen the search to all subfolders in the named folder, provided they
have the same name as that when assigned to genealogical file.
Reassign media
In the edit screen of the media or in the Media Index, click the
Update the selected media icon (shown as a folder) in the button
bar of the media display field.
• To process a media not found, locate the media through Windows
Explorer. You may have changed its name or its location. It will be
copied to the genealogical file and can no longer be lost.
• To reassign a media, select it using the Windows Explorer tools. If
you had made changes to the media by resizing or by changing the
framing of an image, or if you have changed the text of an assigned
document in your word processor, it is copied to the genealogy file
and you will see its latest updated version.
Heredis for Windows
Update all media
You have associated with your genealogy Microsoft® Word documents and you wish to continue adding to them? You have tweaked
a lot of photos of acts with an image management program? You
have worked on documents stored on your hard drive, in your
Pictures folder, or your current Genealogy folder...
Any media that you have already associated with your Heredis data
will not be impacted by these changes as they have been copied to
your file in the state they were in when you entered them.
To be sure that you have the latest versions of all your media in
Heredis, open the Media Index.
1.Click the Tools button at the bottom of the index.
2.Select Update media files from the originals.
9.3 Unlinking, replacing or deleting media
Unlink media
In all the display fields for media, right-click the media concerned
and choose Unlink Media, or click the - button on the toolbar for
media management.
On the screen displaying all media assigned to a person or data:
• Select the media in the left column, right-click and choose Unlink
Media from.., or click the - (Remove Selected Media) button at
the bottom of this column.
• Click the media in the left column and then, in the display field of
the media, right-click and choose the Unlink Media from… option.
The media is unlinked from the person or data but remains available
in the Media Index and may be assigned to other.
Replace media with other media
You may have assigned two different media but they were the same
(an image of a source saved with two different names, the same
67
image selected from your hard drive and in your iphone photo
library...). You may keep one media only but use it several times.
1.Double-click the media displayed or open the Media Index and
select the media to be replaced.
2.Click the Update… icon (shown as a folder).
3.Select the media to be kept and click the Choose button.
Delete media
Display the Media search panel, or open the Media Index.
1.Click the - (Delete the selected media) button on the toolbar for
media management.
2.Confirm the deletion of the media with OK.
This will delete the media from your genealogy file. If it had been
used, it will no longer appear in the illustrations of data or persons
to whom it was assigned.
9.4 Sharing media
Export a file containing media
Media are integrated in your genealogy file. When you export a part
of your file by creating a new Heredis file, the media assigned to
the exported data are integrated into the new file, unless you had
unticked the Media box of the Heredis Media export screen.
When you synchronize your genealogy file with your iPhone or with
another computer, they are also integrated in the data.
1.Click the Save (the picture) as icon on the button toolbar of the
media.
2. Choose the destination location for the exported media, its
name remaining unchanged.
• In the Media Index,
1.Make a selection of media using the display filters for different
types of media or uses. Display for example images used for
sources in the submenus.
2.Click the Tools button at the bottom of the Index and choose
Export Selected Media….
3.Select the destination folder for the exported media.
9.5 Photo tool
Heredis offers an ideal tool for enriching your Genealogy. Very simple to use, it allows for example, for all genealogists to identify persons in a group photo or in an act and capture faces or signatures.
If the pictures or captures of acts are not perfect, you may correct
them with the photo editing tool.
The photo tool is available in your software from the Immediate
Family, Extended Family, Personal Data and Family Group Data tabs
but also from the Media research panel and from the various indexes.
Select for example the Immediate Family in the Family tab and double-click on the media of the primary person
or click the button
and the button
Export media files
You can extract one or more media from your genealogical file for
transmission to other people or for another use on your own computer.
• In the edit screen of the media,
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If you run the tool from a picture of the union in the Immediate
Family, Heredis will only list the media for that union.
A zoom slider at the bottom of the tab to the right of media counter
allows you to adjust the size of the thumbnail displayed.
You have a series of buttons to act on the media displayed:
•
button: You can add a media from the hard disk, the index or the
clipboard.
•
button: button: press this button to detach the media of the
Primary Person without removing it from the Media index.
and
buttons are not displayed if you launch the photo
Info •
tool from the Media index.
•
button: the star symbol identifies the photo you have selected as
a favorite. It is this photo which will illustrate the person in question
in all documents. Select a thumbnail from the list and click this button to place it as the favorite.
• Show all media linked to primary person button: this button
will display all the media concerning the person and you will see the
wedding picture or pictures of the Primary Person, as well as those
associated with his or her name...
Photo Tool
This tool consists of four tabs, Media, Edit, Details and Identification,
a display area for the image and input fields to complete media
information.
You have information concerning a photo: enter in the input fields
the date and notes, to clarify the context and thus complement your
genealogical data.
If necessary, indicate that this is a private media. Thus you can
avoid transmitting it when exporting or publishing your file : tick the
Private Media box.
Info • the Star and All Media buttons only appear when you display
the media of the Primary Person.
•
Indented Wheel button: to find a media more easily, click this
button to replace it with another media saved on your computer.
•
Folder button: if you have made a mistake in adding a media,
click this button to replace it with another media on your computer.
•
Reload button: you have made changes to a photo which do
not suit you and you want to go back to the original version of this
The Media tab
A list of media appears in this tab in the form of photo thumbnails.
This list will depend on the context of launching of the photo tool.
For example, if you run the tool from the thumbnail of the Primary
Person in the Immediate Family, the media displayed will be those of
the Primary Person.
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69
photo : click the Reload button. Heredis will automatically reload the
original picture saved on the computer.
•
Save As button: You can save a copy of the displayed picture to
the Photo tool on your computer.
The Details tab
With this tab, Heredis informs you of the different uses of the image
displayed and shows you where the original is located on your computer. If you click on the displayed path, Finder will open.
The Identification tab
The Edit tab
If your photo is not perfect, you can easily modify it. For example,
crop the image to remove unwanted parts with the Crop button.
When you click the button, the form of your mouse cursor changes.
Position the cursor to the point where the image must be readjusted,
hold down the left mouse button and drag the selection window
to encompass the desired area. When you release the mouse, the
Crop button appears in the image: click the button. Your picture is
now framed.
If you want to orientate your photo in any other way, rotate the
image in the right direction by using the orientation buttons - Rotate
Left Button
, Rotate Right button
. You may flip the image
horizontally with the Horizontal Flip button
but also vertically
with the Vertical Flip button
.
With Heredis, you do not need any other software to embellish your
photos. You can adjust brightness, contrast, or definition to sharpen an image to its true value.
You can also change a color photo to black and white by clicking
the
button but also reverse the colors of the photo by clicking on
the
button.
Do not hesitate to try different changes, because you can always
return to the original photo with the Cancel button.
Once your image is satisfactory, you may confirm the changes by
clicking the Apply button.
Heredis for Windows
From this tab, you can identify persons in a group photo or persons
named in an act by cutting out their photos or signatures. If you then
navigate through your software, you will see that the cut portraits or
signatures illustrate persons with whom they are associated.
Using your mouse, enclose the people on the picture in the display
area. Position the mouse cursor over a person, hold down the left
mouse button and draw a cut-out frame around the person. When
you release the left click, Heredis instantly offers to search the index
of persons of your genealogy for the person in question.
If you know this person, type in the name or surname or both.
Immediately Heredis displays the list of persons with this name and
forename or variations in your file. Select the person from the list
and click Choose.
If you know this person, but he is not present in your genealogy,
click the Create Person button
to create the person directly
from this screen.
If you do not recognize this person, click the Unknown Person button
to indicate that this person is an unknown person. Should
you publish this group photo at a later date, an internaut may identify this person and communicate the information to you.
A frame appears around the person. You can always adjust this
frame at any moment.
When you place the mouse pointer on the contours of the frame, it
changes its appearance.By holding down your mouse, you can move
the frame. By touching the corners of the frame, you can enlarge it
or reduce its size to make it fit perfectly.
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To the left of the photo, the list of numbered frames appear progressively as you identify the different persons in the photo.
An indented wheel
appears when you move your mouse over
the media in the list. If you click this button, you have access to the
following functions:
• Delete Frame: you have made a mistake, select this menu to simply
remove it. Note that all the frames are automatically renumbered.
• Rename the picture frame: Heredis automatically assigns a name
to the media which you have just created and if the name does not
suit you, you can change it.
• Identify or re-Identify: if you have identified a person as unknown
or you have made a mistake concerning the person, you can always
assign to this frame the right person in your genealogy file.
• Save as: You can save the newly created image managed by
Heredis to your computer.
ton
. If you want more information on the publication of the photos, see the Publish photo album paragraph on Heredis Online.
Info • When you browse and launch the photo tool for a person
with whom you have associated a signature for example, Heredis
indicates above the display area of the image that the media selected has been cut from another picture. If you click the Display the
Original link, it will be displayed in the image display area. If you
want to hide it, click the Hide Original link.
You cannot recut a picture that has already been cut out.
Some editing functions are not available for a group photo if you
have already identified persons in this picture.
If you close your genealogy file without saving, all edits, cut-out
photos and signatures ... will be lost.
All images are stored directly in the Media Index. They are also
assigned automatically to the media of the identified person.
9.6 The slideshow
Click the Hide Frames button
at the bottom of this tab to display
only the frames numbers in the display area of the image.
You can print the picture as displayed in the image display area by
. Specify the print options and click OK.
clicking the Print button
The document opens in your usual word processor.
Take this printed document along with you during visits to your
family: the people around you will enjoy your work and perhaps
identify unknown persons in the group photo.
With Heredis, the slideshow scrolls through the life of your ancestors
in images. This tool presents your photos in a family album, composed of different chapters resuming life of the primary person and
his/her immediate family.
under the screen of the
To launch it, click the Slideshow button
primary person from the Immediate family tab, extended family tab
or even the person’s data entry tab
or launch it by clicking the
button and select
.
Once you have identified all persons in a group photo, share it in
your online photo album on Heredis Online through the Publish but-
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71
Let the pages of the photo album scroll through and enjoy your
work. Click the Pause button
on the top right of the screen to
stop on a picture and read the comments on the photo, for example.
Click the Chapters menu to display all the chapters of your album.
By clicking on one of the chapters, you navigate directly to the
selected chapter and you can then restart the slideshow by clicking
the Play button
at the top right.
By default, the slideshow appears with the Retro theme but you can
change it. Click the Themes menu and choose a different one from
the 4 themes available.
At the bottom of the screen, you have an audio player for playing
music. As you watch this family slideshow, the photos parade with
to cut the sound.
the music. Click the Sound icon
To exit the slideshow, simply click the Exit button
right.
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at the top
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10 Overall management of data
As you enter data, Heredis groups data by type and creates the
corresponding Indexes: Surnames - Given names - Occupations Places - Sources - Media.
Each Index groups all data entries of the same type and provides
tools to illustrate, edit or delete data throughout the genealogy file.
10.1 Accessing Indexes
Indexes are permanently available.
• On the Heredis toolbar, click the Indexes button and select the
Index to be opened.
In the Media Index, choose a drop-down menu to display media
type (All media – Private media...) and use (Sources - Persons...).
Only results that match your search criteria are displayed.
The number of results obtained compared with the total number of
elements is shown in the screen title of the Index.
Manage the displayed results
You can sort the list of elements in the Index according to the type
of information.
Click the column header to rank sites by County, to classify sources by type, to classify given names according to the principal given
name....
• Choose Tools > Indexes…
The Media Index may be displayed sorted either by file name or by
date. Click the buttons on the toolbar of the index.
• Display the Places, Sources or Media search panels to view all
data of this type identified in your genealogy file. The panels show
the same content as the Indexes.
Display all the elements of an Index
To access all the tools of the Index, click the Open an Index… button on the panel toolbar.
10.2Searching and sorting
Search for an element in an Index
Each Index has a search field at the top left of the screen. Enter the
word or phrase to be searched. The search is performed in real time
and the displayed list is updated.
Click the Search icon to select the Search mode: «Search
Contains» the word, or «Search Starts With» the entered letters.
You also have display filters to refine your search. You can exclude
items that are not used in your genealogy by ticking the Unused…
box.
To see the complete list of all items in an index, make sure you have
no active search criteria or filters.
To cancel a search, click the Delete icon (symbolized by a cross) to
the right of the search filters.
To cancel the filter, uncheck the options. In the Media Index choose
All Media and Whole Index in the drop-down menus.
10.3Consulting usage
Visualize easily all the locations where an item appears in your genealogy, and navigate with ease from the Indexes.
1.Open the desired Index.
2.Select the line corresponding to the desired item.
3.Heredis indicates the number of entries in the right side of the
screen. Click Details to view them.
4.Select the name of the required person, then click View to display
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73
him/her on the navigation tabs.
Each Index item is analyzed to make you know better the contents
of your genealogy.
Click the Statistics tab to see usage statistics for the selected item.
Heredis shows graphically the number of uses and their distribution
in time.
The Index will remain open until you close the screen. You can
return at any time to search for another use or to carry out another
search.
10.4Modifying data throughout the file
You have mistakenly added the occupation Lawyer instead of
Solicitor? You want the given name of LaToya to be written with a
capital T? You realize that you have entered two different sources for
the same document?
No need to spend time editing each person in your genealogy. By
using the Indexes, you manage globally Surnames, Given Names,
Occupations, Places, Sources and Media, and any change is automatically applied wherever the element is used in your file.
1.Select the item to be modified. If necessary run a search or sort to
find it easily.
2.Edit the item:
• by entering directly on the right of the Index screen,
• by double-clicking on the line,
• by clicking the Edit and modify… button (shown as a pencil) on
the toolbar of the list to open the editing screen.
Modify upper or lower case
Most data managed in the Indexes are automatically formatted when
entered. The automatic formatting is defined in Tools > Preferences
> Heredis Preferences > Appearance. You can choose to display
the surnames, given names and places in uppercase, or with only
the first letter in capitals.
Heredis for Windows
However Heredis allows you to change the formatting for a single
item and then apply the changes to all uses of this element.
You want to make an exception for a surname, a given name or a
place where the spelling is unusual.
1.Open the Index and find the item in question to be changed.
2.Open the editing screen and tick Handle Characters Manually.
3.Edit the item. You may type upper and lower case wherever you
want for the word. The automatic formatting will not apply to this
element that will keep the format that you have chosen.
Replace an element with another
After many data entries, you may have created duplicates: this
source is identical to another, such an occupation was spelled in
two different ways. Tidy up in the Index in question by using the
Replace… function.
1.Open the Index and find the item in question to be replaced.
2.Click the Replace… (shown as a double arrow) on the toolbar of the
list.
3.Select the replacement item in the list. Click Choose to confirm the
replacement.
The element is replaced in the Index, and therefore wherever it has
been used in your genealogy. The Index now contains one element
less than before.
Manage variants
The notion of a variant allows you to assign several elements to an
Index entry. You can define variants of Surnames, Given Names,
Occupations and Places.
Place names have sometimes changed over the centuries. As part
of your genealogical research, you may find a number of variants for
the same place. New Amsterdam was renamed New York in 1665,
Philipstown (Leinster) became Daingean in 1929. Similarly, you may
encounter a name spelled differently depending on the date of the
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act found: the Taylor family is sometimes noted with the spelling
Taylour or Tayler.
Specify the variants
1.Open the Index in question.
2.Select the item
2.Click - (Delete). Confirm by clicking OK.
Info • Surnames, Given Names and Places cannot be deleted if they
are used.
Delete unused data from an Index
• Double-click the surname, given name, occupation or place, or
click the Modify selected... button (shown as a pencil).
You can delete at one go all the elements that are not used in your
genealogy file.
• Click Edit on the right of the screen.
As a precaution, review first the list of unused data by ticking the
Unused… box in the search field.
3.In the variants field on the right of the create/modify screen, click
the + (Link a variant…).
4.Select the item to be the variant and press the Choose button.
You can repeat this as necessary to add several variations to the
main element.
Unlink variants
To unlink a variant, click Edit on the right side of the Index. Select
it in the variants zone of the create/modify screen and click the (Unlink the selected variant) button.
To remove all variants of a group: click the indented wheel icon in
the Variants field, and choose Remove this group of variants.
To remove from your genealogy file at one go all variants in the
Index, click the Tools button at the bottom of the Index and select
Remove all variants...
Info • Deleting a variant does not remove the item from the Index.
Only the link of the element in the Index is deleted.
10.5Deleting data throughout the file
Delete an element from an Index
1.Open the Index in question and select the item to be deleted.
Heredis for Windows
1.Click the Tools button at the bottom of the Index and select Delete
All Unused…
2.Confirm the deletion by clicking OK.
10.6Consulting Place maps
Heredis does everything for you to visualize the places where your
ancestors lived.
The Places Index will display an interactive map for the selected
place. If Heredis has been unable to identify the place, you can
yourself indicate where it is by using the geolocation tool.
Visualize the map
1.Display the map of the selected place.
Open the Places Index then click the Map tab on the lower part of
the screen to display the interactive map of the selected place.
2.Browse the map using the navigation tools. Zoom or shrink to get a
better understanding of the geography of the place.
Geolocate unrecognized places
If no map appears on the Map tab, you must specify the coordinates of the place.
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See the chapter Places to find how to ensure that Heredis recognizes this place and displays the map.
Info • You may also access the map of the Place on the Personal
Data tab. Click the Map tab for each event provided that a place
has been entered in the Details tab of the event.
10.7 Family Tree Mapping
Heredis helps you to understand better the lives of your ancestors,
their geographical distribution and their migrations.
Select the Tools Menu > Family Tree Mapping
or click the
button and then select
to display the events of
the persons of your genealogy on interactive maps.
Maps may be displayed at multiple zoom levels and may be presented as a slideshow to view the geographic mobility of persons in
your family tree through time and generations.
At the first opening, Heredis defaults to the major events of the
ascendants of the primary person.
Family Tree Mapping Window
Filters and display options
You can change the filters at any time on the left side of the screen,
to view all the persons in your file, only the descendants of the primary person or persons that you have previously marked in your
genealogy.
By default, Heredis pre-selects the mode of representation by
Density to display your data. If you want a glimpse of the mobility
of persons in your family tree, select the mode of representation By
period. You will see a timeline above the map whose limits correspond to the extreme dates of your file. Click the Play button to scroll
through the events on the map according to the selected period.
Info • the display and playback of the timeline are calculated automatically based on the extreme dates of your file.
If you want to study a particular period in detail, move the rose
sliders to the start and the end of the required period. The
events displayed on the map only concern this period.
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76
Heredis also offers a mode of representation By generation, the
operating principle of which is the same as for the method of representation By period. On the timeline displayed above the map, the
dates are replaced by generation numbers.
Map display
With regard to the display of the map, different themes are available:
the Heredis theme, a Gray theme and a Black and White theme.
Choose the one that will make the best of the map information.
You can easily change the zoom level of the displayed map by
clicking on the + or - buttons or by using the mouse wheel. Thus
you can examine a geographical area in detail or conversely, return
to an overall view of the displayed map by zooming out.
To move on the map, hold the click on your mouse (left, right or click
on the mouse wheel), and drag the mouse in the desired direction to
center your map on a different area.
You will note that markers of different colors and shapes are pinned
to the map. The caption displayed at the bottom left of the screen
allows you to easily understand to what they correspond.
Three shades of blue allow you to identify the markers from 1 to
9 events
, from 10 to 99 events
and those that represent
more than 100 events
. Using these markers, you appreciate the
concentration of ancestors in a particular area by the intensity of the
blue color.
The form of the markers give you an indication of the number of
indicates the presence of events in a
places. The simple marker
Heredis for Windows
single place and the multiple marker
, the presence of events
in an group of places. When you click on a multiple marker, Heredis
zooms automatically to display a more detailed level of the map.
The number of events in a place or group of places is displayed on
the markers. When nothing is specified, there is only one event for
the place in question.
If you click on a single marker, a summary is displayed on the right
part of the map, with the list of persons who have events for this
location.
Research lists
The research lists placed on the right of the screen allow you to
carry out searches on places or persons.
In these lists, Heredis indicates the number of events found, to the
right of the person’s name or the place.
Select the Places or Persons tab and enter a name in the search
box to obtain a selective list of matching places or people. The list is
automatically updated as you type.
On the Places tab, if you click on one of the names in the list,
Heredis refocuses the map on this place and displays the events
associated with it in the summary.
On the Persons tab, the same action refocuses the map on the
places for the selected person and displays the events in the summary.
On the Places tab, you also have search filters. By default, Heredis
pre-selects the All places filter. You can change it by displaying the
drop-down list and choosing the available options:
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• Most represented places: the list is displayed in descending order
of the number of events found by place.
• Non-geolocated places: the places displayed in this list are not
precise enough to be mapped (to complete these places, see paragraph Geolocate a place).
• Visible places: this list displays only the places visible on the map
on the screen.
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11 Searching for information
11.1 Searching by type of information
Search for persons
Find the Root Person
The Root Person is the individual who lies at the base of your genealogical research and who bears the Ahnentafel Number 1.
• Click Root on the toolbar.
• Choose Find > View Root Person or press Ctrl-1.
Search for a direct-line ancestor
If the person is a direct-line ancestor in the lineage of the Root
Person, Heredis has automatically assigned an Ahnentafel number to
this person.
1.Click Find > Search by Number on the toolbar or choose Find >
Search by Number or press Maj-Ctrl-S.
2.Click the Ahnentafel Number in the data entry field and type the
number to be searched.
You can type any one of the numbers carried by the person you are
searching for if there is more than one (implex).
3.Click OK to display the person corresponding to the selected number as the primary person.
If no person corresponds to the number typed, try another number.
Click Cancel to abandon the search.
Search for a person by his/her personal number
You may perhaps have indicated a personal number to some persons in your genealogy. You can find these people with this number.
Heredis for Windows
Info • Use the Comprehensive or Customized input mode to view
the User Number input field.
1.Click the Find > Search by Number button on the toolbar or
choose Find > Search by Number or press Maj-Ctrl-S.
2.Click the User Number in the data entry field and type in the number to search.
3.Click OK to display the person corresponding to the number as the
primary person.
Search for a bookmarked person
Display the Bookmarks Tool panel that will display a temporary list
of persons you require to access frequently.
Double-click a person in the list to view as the primary person.
Info • To add a person to the Bookmarks list, use drag and drop,
or click the + (Add primary person to bookmarks) button on the
panel toolbar.
Search for people linked to the primary person
Display the Links tab in the Tools panels. It will show all individuals
who have a link with the primary person: they are related, they are
cited in one of the events, they played a role in his/her life or you
have established a personal link between them.
Unfold the fields according to the type of relation linking the individual and the primary person: Descendant of, Godfather to, Witnesses
to, etc.
Info • When a category contains persons connected with an event
(godfather, declarant, witness...), it is marked with a blue symbol.
Double-click the person sought to display him/her as the primary
person on a new Immediate Family screen. Double-click the event
to open it directly in the Personal Data tab.
79
Search for the primary person’s kinship
Search for duplicates in the file
Display the Kinship tab in the Tools panels. It will display all the
family members close to the primary person.
The search for duplicate identifies persons entered several times in
the genealogy file.
Click the arrows to display the different relations: grandparents,
nephews and nieces, cousins....
1.Choose Find > Find Duplicates… or click Duplicates on the toolbar.
Double-click the required individual to display as the primary person
of a new Immediate Family.
2.Select your search criteria.
Info • The step relations (aunts and uncles by marriage, brothers
and sisters-in-law, etc.) are shown in italics under the name of their
spouse. Half-siblings are displayed in gray.
Look for any kind of link between two persons
The Find > Find Relationships menu function analyzes all connections in your genealogy file to find how two people may be linked,
even if they are not relatives, nor related by marriage.
The primary person is proposed by default as the first individual
to be analyzed. You can change this by clicking on the magnifying
glass (Choose a person).
Click on the magnifying glass to choose a second person. Then
click Search to search for relationships.
Heredis will search for potential common ancestors. By selecting
common ancestors found, a table displays the parallel paths of each
selected individual leading to this ancestor.
Heredis will then check if they have a relationship by blood or by
marriage: maternal great-uncle, brother-in-law, spouse of a cousin.
Heredis finally looks for any non-family links: Is there a person who
was a witness at their marriage, or who declared their death?
Whatever type of relationship, it is displayed as a table where each
line determines the relation: son of, mother of, declarer of the death
of, etc. You will easily find the link that connects the two individuals.
Criteria for comparing the given names
Ignore the given names: the search will consider only surnames.
The First Given Name is identical: an individual with the same surname and the same given name as another individual will be considered as a potential duplicate.
Common Given Names: a person whose given names are all
included in the given names of another individual with the same surname will be considered as a potential duplicate.
Tick the box One Given Name of One parent is identical to narrow your search by including this criterion.
Criteria for comparing events
Ignore Events: the search will consider only given names and surnames.
Dates Strictly identical: when an event has been detected and
assumed to be an identical date, it must be displayed exactly in the
same way in both files (Birth about 1801 and 01/1801 may not be
considered as two identical events).
Years Strictly identical: when an event has been detected and
assumed to be an identical year for the event, it must be identical in
both files.
Define a Range of Years: if you do not require exactly the same
dates as the criterion for comparison, indicate how many years from
a date to be tolerated for considering two events as identical. If you
specify range as «10», events that took place 10 years before or
after another event may be considered as potential duplicates.
All the tables showing links are printable.
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80
Criteria for comparing surnames
Tick the box Limit to a surname and its variants to limit the
search integrating this criterion. Click then on the magnifying glass
to select the required surname.
Info • The search for duplicates automatically includes the following
controls: duplicates cannot be of opposing gender, two individuals in
the same ancestry may not be proposed as duplicates.
3.Click Start Search.
The list of all potential duplicates identified in your genealogy is displayed in the left column. A person may appear several times in the
list if there are several possible duplicates.
By clicking an individual, you display in the lower part of the column
a summary of information concerning this person and in the right
column his/her potential duplicates. B clicking on one of them, you
display opposing summaries of the two selected individuals.
You can use the following options for dealing with duplicates:
• Delete an individual: it removes the selected individual in the left
column of the screen if you consider that the duplicate is adequate and you do not need to merge them to obtain additional
information.
• Mark individuals: all the supposed duplicates matching your criteria for comparison are marked. Then just check and delete the
marked individuals if you wish.
• Edit Duplicates Report: all the supposed duplicates matching
your criteria for comparison are printed in the form of an alphabetical list. Just check this list to delete all required individuals.
Heredis will open the Branches tab by clicking the Display Family
Branch icon on the Search tab of the primary person displayed.
Both functions are truly complementary and allow you to work
through each family branch and carry out all the necessary research.
Click the Ancestors or Descendants button to display the required
lineage in the Branches tab.
Each person displayed in the branch has an icon showing the completeness of data for the three main life events: Birth or Baptism in
violet / Marriage in yellow / Death in black. Double-click any person
to display the details.
You have a display filter available in a drop-down menu. You may
choose between All people, Treetops, Hide Complete Persons,
Search Status is ‘Search Record’, Complete Persons Only and
Sort by Change Date. As an example, you will display Complete
Persons Only to display a positive status of your work on this
branch. If you Hide Complete Persons, you will have a clear idea of
the work still to be done on the branch.
If you decide that there is much more work to be done on the
descendants of a given ancestor, you may select Memorize This
Branch
The list of persons displayed in the drop-down menu corresponds
to the family branches you will have memorized, both ancestors and
descendants. Select the name to redisplay the memorized branch.
When you select a memorized branch from the drop-down menu, it
will replace the previous branch displayed. You may also display the
branch of the primary person by clicking the button to the left of the
drop-down menu.
After selecting an individual and his/her duplicate, you can of course
prepare the merger of the two .
Do not overlook to suppress the memorized branch once you have
finished your research of this lineage. Open the drop-down menu
and select Clear This Branch.
Research of Branches
Search for Sources
The Branches tab in the Search panels allows you to memorize the
different family branches as a base for your research and its evolution.
Heredis for Windows
Find a source simply among all the sources assigned to events in
your file.
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With the Sources search panel
In the Source Usage screen,
Use the search box in the Sources tab to type a word contained in
any input field for the source selected: its title, the document, the
depository, etc.
• Select the name of the individual and click View to display the
individual as the primary person of a new Immediate Family.
• Select an event and click View to display the details of the event.
The number of items found matching your search is displayed at the
top of the panel.
Search for Places
To cancel a search on any word, click the Delete icon (symbolized
by a cross) to the right of the search box.
You know that the person has lived in this city or region? Consider
using the event places to find someone in your genealogy.
Refine the search by selecting sort criteria from the drop-down
menu: Recently Used Sources, Unused Sources, Private
Sources, Sources Linked to Primary Person. The list is updated
according to the selected criteria.
To find a place among the places of your file, you have several
options:
To cancel the sort criteria, select All Sources from the drop-down
menu.
Use the search box on the Places panel to type a word in any entry
field for the place you are looking for: the city, postal code, county,
state, country.
With the Sources Index
The number of items found matching your search is displayed at the
top of the panel.
Open the Sources Index from the Tools menu or click the Indexes
button on the toolbar.
In the search box, type any word contained in any input field of the
source desired.
With the Places search panel
Limit the search by ticking the box: Unused Places
To cancel a search on one element of the place, click the Delete
icon (symbolized by a cross) to the right of the search box.
The number of items found matching your search is displayed on the
title bar of the Index.
With the Places Index
Click the Search icon to select Search mode: «Search Contains» the
word entered, or ‘Search Starts With’ the entered letters.
Open the Places Index from the Tools menu or by clicking the
Indexes button on the toolbar.
To cancel a search on any word, click the Delete icon (symbolized
by a cross) to the right of the search area.
In the search box, type a word in any input field of the source being
searched.
You will limit the search to unused sources by checking the Unused
Sources box.
The number of items found matching your search is displayed on the
title bar of the Index.
The results can be classified by Title, Document, Origin... by clicking
the column header.
To cancel a search on elements of the index, click the Delete icon
(symbolized by a cross) to the right of the search box.
For a list of events in which this source is used, click Details on the
right side of the Index screen.
You will limit the search to unused places by checking the Unused
Places box.
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The results can be classed by type: City, County... by clicking on the
column header.
To consult the list of events in which this place is used, click Details
on the right side of the Index screen.
In the Place Usage screen,
• Select the name of the individual and click View to display as primary person in a new Immediate Family.
• Select an event and click View to display the details of the event.
Search for Media
You have several tools available for finding an item of media for
assignment to data or for replacement.
With the Media search panel
1.Display the Media panel.
2.Type the name or partial name of the media sought in the search
box. Cancel the search by clicking on the Delete icon (symbolized
by a cross) to the right of the search area.
3.Refine the search by selecting sort criteria from the drop-down
menu: Recently Used Media, Unused Media, Private Media,
Media Linked to Primary Person, Missing Media. The list is
updated according to the chosen criteria. To cancel the sort criteria,
select All Media on the drop-down menu.
4.To better identify the media selected, change the display mode for
the media, as a list or in thumbnail images, by clicking the corresponding buttons. You may also enlarge the thumbnails by using the
zoom slider.
The number of items found matching your search is displayed at the
top of the panel.
The media may be easily assigned to a data item of your file by drag
and drop.
Heredis for Windows
In the Media Index
Open the Media Index from the Tools menu or by clicking the
Indexes button on the toolbar.
• In the search box, type all or part of the name of the desired media.
The number of items found matching your search is displayed on the
title bar of the Index.
• Limit the search based on the type of data to which the media is
assigned by selecting from the second drop-down menu: Persons,
Families, Sources, Events, Surnames, Given Names, Places or
Unused Media.
• Limit the search to a type of media by selecting from the drop-down
menu: Private Media, Media not found, Other Media, etc.
To better identify the media selected,
• Sort the list or thumbnails by media name or by the date that you
entered. Make your choice with the buttons on the toolbar of the
Index.
• You can enlarge the thumbnails by using the zoom slider.
When the media is selected, check the list of data to which the
media is associated.
Search for other data types
The Indexes list the information you have entered and display the
uses for each type of data. By using the Indexes, you can find
sources, places, media, but also occupations, surnames or given
names. Each item of data can be illustrated or commented, which
brings infinite richness to your genealogical research. What village
was part of the Pencader Hundred? What was the family crest of
Bolgan? What is the origin of the name Andrew? What was a balancer? You have taken care to note this information relating to the
life of your ancestors and you will find them by searching in the
Index in question.
1.Open each of these Indexes, from the Tools menu, or clicking the
Indexes button on the toolbar.
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2.Scroll the contents of the Index or use the search box to limit the
number of items displayed.
Type all or part of the search item. The number of items found
matching your search is displayed on the title bar of the Index.
Click the Search icon to select Search mode: «Search Contains»
the word entered, or «Search Starts With» the entered letters.
3.To consult its usage in the genealogy file, click Details on the right
side of the Index screen and check the list of persons for whom you
typed the given name, the surname or occupation. Double-click the
line to display the individual as the primary person.
In the Usage screen, select the surname of the individual and click
View to display as primary person in a new Immediate Family.
11.2 Searching for individuals
3.When the list of results is too long and fails to isolate the search
person, click the Show/Hide Advanced Criteria arrow to unfold the
advanced search criteria.
4.Select from the drop-down menu which data is to apply to
the search: Search Entire File, Search Ancestors, Search
Descendants, Ascendancy and Descendancy, Inconsistent data,
Multiple Search Results.
5.Combine the following criteria to refine your search:
• a place. You can either enter a town, a county, a full or partial zip
code, a region or a country.
• the surname of the spouse
• a range of years, for example, between 1850 and 1870
By typing 1850 only the first zone, Heredis will show persons with
an event in 1850 or after.
By typing 1870 only in the second zone, Heredis will show persons with an event in 1850 or before.
Rapid Search
• a type of event selected from the drop-down menu,
Heredis offers a simple and rapid search for persons based on their
Surname, Given Names and Gender. If this research does not easily isolate the person you are looking for, you have available other
search criteria corresponding to all the information you have entered.
These advanced research criteria are grouped in the Persons tab
and are classified by research theme (Personal Data, Relations,
Events, etc.).
• events without a source
• Direct-Line ancestors (Sosa line)
• Childless Family, Single Parent Family or treetop branches.
To display the individuals corresponding to these Advanced criteria,
click the Search button to update the list.
1.Open the Persons tab in the Search panels.
Search by Name
2.Enter if needed the Surname, Given Names and Gender.
Select Find > Search by Name, type Ctrl-F or click the Find button
on the toolbar and then click Search by Name.
The list of corresponding individuals is updated as you enter details.
When you click the name of an individual in the list, his/her summary
appears in the Summary Tool panel. To view an individual as primary person in a new Immediate Family, just double-click the name.
To start a new search, click Delete the selected person icon. All
individuals in the file are displayed again.
Heredis for Windows
1. Type the first letters of the Surname in the Surname input field.
Heredis will display all persons with this surname and variations that
you will have defined in the Names Index.
The search is carried out in the mode you have chosen. To change
it, select Tools> Heredis Preferences. Select the Search option
on the first letters of the name (Search Starts with) or Search the
name (Search Contains) in the General tab.
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2. In the Given Name box, type the first letters of the given name to
narrow your search.
Witness information: This is to select individuals according to the
roles they played in this or that event.
3. Tick the boxes M, F or ? to limit the search to men, women or persons of indeterminate gender. Tick the Direct-Line Ancestors box
to limit the search to direct ancestors.
Information on Unions: This search may focus either on family
notes (specific to each union), or type of union.
Info • In front of each individual, a colored square indicates the
gender of the individual: blue for men, pink for women and green for
individuals whose gender is not determined. If a square appears with
yellow in the center, it is that of a direct ancestor bearing a Sosa
number.
4.To be sure to correctly identify the person you want, select him/her
and check all the information that appears in the Summary area.
Click View or double-click the name to display the selected individual as the primary person in a new Immediate Family.
Search criterion based on calculated data: Heredis will select
individuals based on the number of children, the number of unions,
or age. One can also select individuals according to the dates of
creation or modification of their file.
Choose the category in which to search
The items on which you want to base the search depend on the type
of search you have previously selected. To search for individuals
exercising a given occupation, you must have selected the Persons
type. From the Events type, you perform a search on baptism and a
date or a specific place ...
Multiple criteria Search
Select the factor of choice
The different choice factors are proposed according to the category
in which you are searching. In the case of a search based on the
occupation, choose one of the following factors: Is Empty – Is Not
Empty - Contains - Begins with....
You can search for individuals by combining the information in the
different seizure fields.
Combine several criteria
Choose Multiple Search in the Find menu or press Shift-Ctrl-M or
click the Find button in the toolbar and then click Multiple Search.
After setting the first search criterion, activate the following criteria
by clicking the + button to add a new criterion.
Define the first search criteria
Define the following criterion. It is possible to apply a combination of
four different criteria.
Info • To print or export the result of the search, click the Print box.
Choose what type of information to be searched
First, specify the type of information sought. Do you want to search
for persons, events, unions ...? The type you choose will determine
the choices.
You can remove criteria by clicking the - button.
Information about individuals: These are criteria concerning the
identity, gender, kinship and known links, personal topics or labels
(confidential, marked individuals...).
Start Search
To combine multiple criteria, tick the All criteria button or At Least
One Criterion button.
Once you have determined the different search criteria, click the
Start Search button. The result of the selection is displayed on the
Event information: Indicate the type of event to be searched.
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85
lower part of the screen. The total number of selected individuals is
indicated above this list.
Heredis displays the search result, allowing you to navigate directly
to the individuals found.
Add other individuals to the initial search
Exploit the search
The selection of individuals that you have obtained is not sufficient?
You can search again by using other criteria and add individuals
found in the previous search.
You can work on all individuals found and displayed in the Multiple
Search.
Specify the new search criteria, as above, and click the Add to
Selection button. The list of individuals found expands on the lower
part of the screen. The total number of individuals found has been
increased.
Search in a selection of individuals
The selection of individuals that you have obtained is too large? To
refine the list, select new criteria that will apply only to individuals
already in the list displayed.
Specify the new search criteria, as above, and click the Search in
Selection button.
1. Click Mark Selection, Confidential Selection or Secondary
Selection. Each individual contained in the selection is updated and
the corresponding operations are enabled.
2. Print the search results displayed by clicking Print to obtain an
alphabetical list of individuals or Print Personalized List to obtain a
list at your convenience.
Info • With Multiple Search, you can apply specific treatment to
the entire genealogy file. Click Unmark the Genealogy File, All Not
Confidential, All Not Secondary, before applying a new search
based on .
Manage duplicates
11.3 Handling information found
Handle the results of search for persons
Check the results
To view an individual found by the multi-criteria search,
1. Select the individual in the list to display information in the main
Summary panel.
2. Double-click an individual on the list to view as the primary person.
Info • To have on screen the outcome of your criteria search as well
as the navigation screen, use the Search by Name panel. Unfold
the advanced search by clicking the arrow. Select Multiple Search
from the drop-down menu.
Heredis for Windows
Check for duplicates
Review the list of potential duplicates found by Heredis and choose
the treatment to be applied to them. You can either merge two duplicate persons, or mark them, or print them.
To check the reality of the duplicate:
1. Click the Results tab and select an individual A, in the left column.
A potential duplicate B appears in the right column of the screen.
2. Compare the summaries corresponding to individual A and individual B.
3. Continue the display of all potential duplicates of the individual A.
Once they have been checked, you can merge the duplicates found.
Or you can also declare that the two persons proposed by Heredis
are not duplicates.
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Merge duplicates
1.Select a proven duplicate of individual A.
2.Click the Prepare Merger button.
Mark potential duplicates
Click Mark Duplicates. All individuals shown on the left side of the
Results tab will be defined as Marked.
Print the potential duplicates
Click Edit Duplicates Report. Heredis generates an alphabetical list
of all potential duplicates, with your usual word processor.
11.4 Searching online data
Click the Search tab to get a real research tool.
Heredis displays known data for the primary person, but also for his/
her immediate family, to help in your research. It highlights missing
information, makes suggestions for online research and connects
you to your favorite data provider.
It keeps a record of the research you have undertaken and allows
you to create research notes.
• The Sources tab shows all sources related to the events shown
in the upper part. Select an event to see if one or more sources are
associated with it (they are displayed in bold).
• The Map tab positions all known events on a map, distinguishing
between those of the primary person and those of the immediate
family.
• The Research Note Tab displays a text box for notes. Any
research note will be included in the Notes window of the primary
person.
• The Web Search tab provides online research on websites of
your choice, taking into account all relevant elements already known
(identity, location, time, etc.). These elements may be changed
taking into account your own analysis of your data. The record of
previous online searches allows you to return easily to your required
research.
Choose from the different research sites proposed by Heredis. Click
the indented wheel icon to add your own research sites. Click the +
button and enter the site to be displayed in the list and the URL you
will have copied from the address bar of your browser.
Heredis Online contains all the genealogies published by Heredis
users. You can run searches across more than one hundred million
data items already referenced in the genealogies of the Heredis
Community.
The research tool will be displayed for the primary person, but you
can also use memorized branches to manage your research of different lineages.
The Search tab is divided into two areas. In the upper part, Heredis
displays a list of all events of the primary person and relevant events
of his/her relatives. At a glance, you know if there are missing dates
or places. You immediately know if you have associated with the
event a source, witnesses, media, a note. An icon also shows the
status of your research for each event. It is clickable and editable.
The list of events displayed is configurable by clicking on the indented wheel icon.
11.5 Search in Online Archives
The Search in Online Archives tool allows you, from your software,
to access the online archives portal. Heredis facilitates your research
and also allows you to integrate acts you have found and cut into
your family tree, by creating the event and the associated source for
example.
Click on the
button and then the
button
In the lower part, you will find the various elements for analysis and
the availability for online research.
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87
or choose from the menu Find > Search in online archives...
Access and navigation in online archive sites
Heredis displays the online archives search portal in a real web
browser.
•
•
Update Button: updates the page displayed on the screen.
Capture Button: Captures the whole page displayed in the
browser. If you have already made a capture, this button opens
a menu either for you to make another capture, or see the list of
already captured but not processed sites.
As in any internet browser, you can add a new tab by clicking the +
button on right side of tabs bar or close a tab by clicking the cross
to the right of the title of the displayed tab.
The Archives portal concerns the archives of France but also
those of other countries. For France, they are classified as follows:
Departmental Archives, Municipal Archives and the National
Archives.
In the Departmental Archives, the list of archive sites mentioned is
large. To easily find a website in this list, you can search by entering
a department number or name in the search box in the footer panel.
Enter 69 for example to access the archives of the Rhone. The
resulting list offers the DA of the Rhone, but also those of Lyon, part
button on the butof the Rhone department. By clicking on the
ton bar, you return to the home page for a list by Country.
Online Archives
You have a button bar with the following options:
•
Archives Button: displays the home page of the online archives.
•
Bookmarks Button: lists the sites you have added as bookmarks and allows you to manage the list of bookmarks.
•
Previous, Next Navigation buttons: they give you an indication of the history of your browsing and allow to re-display pages
already consulted.
Heredis for Windows
Use the
navigation buttons to navigate as on a website.
The Archives of France portal also offers Municipal Archives and the
National Archives (military records, libraries ..).
If a site appears to be missing from the list, share it via the
button at the bottom right of the footer band.
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Each proposal will be submitted to the Heredis team. If accepted,
it will appear on the portal and will be permanently accessible to all
users.
Your research will often focus on a given territory: select the sites
button >
you visit most frequently and add them by clicking the
Add Bookmark. To make changes to your bookmarks, click
>
Edit Bookmarks: you can add other sites and delete them with the
+ and - buttons . By clicking on a line, you may change the name or
address of the sites.
where the picture should be adjusted. Hold down the left mouse
button and slide the selecting window to encompass the desired
area. When you release the mouse, the Crop button appears on the
image; then click this button. Your image is now framed.
If you have managed to capture all of the act, click Process my
capture, or on the Capture the rest of the act button in order to
cover the act in its entirety.
Previous and
When you have captured several images, the
Next buttons allow you to scroll through the list of your captures. If
you want to save a copy to your computer, click the
Save button
and choose the location on your computer. Rename the image with
the Rename button if the name does not suit you. The
Delete
button will delete the capture displayed in this window.
Edit button. Your image
You can edit the capture by clicking the
is displayed in the Photo tool and you can edit the image to make
the document more readable (see paragraph Photo Tool to see the
details of this feature). Once the editing parameters are right for you,
close this window and treat your captures.
Info • All the captured images are declared as being private by
default in order to respect the terms of use of the archives.
Captures window
When you capture a deed or any other document, you capture all of
the displayed page in the browser.
Remember that if you close the Archives online tool without managing your captures, they will be retained in the list of captures only
as long as the Heredis session is still open.
button. Crop the image to remove
To capture an act, click the
unwanted parts with the
button: When you click this button,
your mouse cursor changes shape. Place your cursor at the spot
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89
Processing captures
Heredis allows you to process the capture of acts to associate them
with an event of your genealogy and save the information concerning
the act.
Associating with an event
Select Associate with an event and select or create the person to
whom the captures are to be associated. Then unfold the dropdown
list to select an existing event or create one if it has not already
been created. Heredis by default ticks Add a Source to the event
to create a source for the act captured. By unticking this box, the
image or images of the act will be associated with the event in the
Media tab and not in the source.
When you click Validate, Heredis opens the source and prefills
known information, the type of the source, the title of the source,
the Archive depository, the nature of the source, its quality, the website and automatically associates the capture or captures with the
source.
Fill in any missing information if necessary and click OK to create
the source.
The Online archives search tool may be launched directly from the
file of the person.
Processing window for acts
Two choices are available to you for treating these captures : If you
do not have the time, tick the Save only in the media index box for
treating it at a later date, or select Associate with an event.
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90
From the Data Entry tab, select the event you want to complete.
Start the online archives search by clicking the
Online Archives
button below the list of events. Heredis displays directly the list of
available archives from the town for the selected event provided you
have previously entered this information. When you have found and
captured the act of the event to be completed, Heredis prefills the
treatment of captures with the relevant information on the person
and the event selected in the Data Entry tab.
It remains for you to validate and possibly complete the missing
information for the source.
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91
12 Creating documents
Take a look at the wide variety of print outs offered by Heredis. Most
tree charts or documents concern the primary person displayed, but
sometimes the couple. Some lists relate to the whole of your genealogy.
Save and print your tree charts directly from Heredis. To edit,
change or save your reports, sheets or books, you will use your
normal word processor. This method keeps you in a familiar environment, facilitates any manipulation you wish to carry out, allows complete reshaping of the presentation of data and if you so wish, saves
the documents displayed as independent files.
4. Click the Styles tab to indicate your choice of data formatting.
Determine the field styles options for the report: given names (all,
usual, etc.), name order, dates format, places format (full place
name, city only, etc.), the way you wish to mention sources…
Choose font and letter size. Indicate what should appear in the
header:
• any personal text which you may enter in the title field.
• the total number of items in the report.
• the name of the genealogy file.
• the date of edition of the report.
• the page number.
12.1 Editing reports, sheets and books
Give a distinct color to important elements in the report. The elements are different according to the type of report required.
Heredis will edit standard reports included in the software or create
your own report templates. Each displayed report may be changed
simply. You can also save or print it directly.
Choose page format:
You can edit individual reports or family reports.
• Print grid to border all information displayed with grid lines and
with separations between persons mentioned.
You can also edit real illustrated books to tell the story of your genealogy. The ancestors or descendants books will cover the number of
generations you require.
• Click on the Print setup button to display the printer dialog panel
and select the printer, paper orientation and paper size.
Create a predefined report
1.Choose the report to edit from the Reports menu.
• Document margins
5. Click OK.
The document appears in your usual word processor. If you want
to operate differently, you may export it in a particular file format by
clicking Export instead of OK.
2. Select the report type from the menu or sub-menu.
3. Determine the Options for the report.
• Tick the appropriate options to determine the persons you wish to
include in the report (men, women, witnesses...) according to the
genealogical role they play.
Compose a book
Options for presentation and content are selected from different
tabs. Any changes to a theme are saved for future use of the same
theme.
• Determine the limits which you wish to apply to the report (confidential, Ahnentafel number bearers...).
1.In the Structure tab, select the information to be included in the
book, photo album, number of generations, location of notes, etc.
The options vary according to the type of report you are editing.
2.Click the Front Cover tab of book to choose titles and illustrations
for the cover page.
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92
3.Click the Persons tab.
• Choose the surname and given name format. Tick the boxes to
add Prefix, Suffix and Nickname if you entered corresponding
data.
• Tick the boxes to indicate what information to be included in the
book: images, child status, signature, flags (confidential, childless…), user fields, calculated data, etc.
fill each column with the fields you want.
• Fields: Most of the fields included in the input screens are usable as
well as some calculated fields (age at death, number of children...).
• Field formatting: Each field you include in the report can be formatted (headings, alignment ...). You can also assign a prefix and a
suffix to each selected field.
• Children options: tick the boxes to add the spouses of each child
in the document and indicate whether or not there was an offspring.
When you first open a customized report, Heredis displays a default
report that you can use as it is or modify it. Customized reports that
you have changed may be saved.
4.Click the Events tab to choose which events to include: witnesses,
sources, notes, minor events, etc.
Click the New Report button to create a personal report composed
entirely by yourself.
• Choose the formats for date and places of events. Select the
place format from the drop-down menu. Select which place items
you want to show in the report from those you have entered.
• For each event indicate witnesses, sources and notes.
• Add the minor events (other than the event of birth, the life-ending
event and the event of marriage).
5.Click the Style tab and select the formatting for the book: font, size
and text color, specific colors for men, women and numbers, colors
for titles and banners of the document.
6.Click OK to start. Default format for the reports is .docx.
Info • In the book, a personal text for the Dedication,
Acknowledgments and Introduction sections may be written
directly in your word processor.
Compose a Custom Report
The setup screen for a custom report has an extra button. In the
Options tab, click the Modify button to open the building screen
for the report. You can change the default report or create your own
report.
To build a custom report, you have the following options:
• Columns: Add or remove columns, change their width, their title and
Heredis for Windows
Columns
The columns are displayed at the bottom of the screen that represents the usable width of the page. The columns are divided
between the two margins in the same proportions as the screen
regardless of the chosen print format (portrait or landscape). You
may create up to 32 columns in the limit of space available for printing.
• Add Columns: Click the Add button to create the desired number of
columns to the personal report under construction.
• Swapping columns: Click in the column to move, then click the
arrow buttons left or right until the column reaches the desired location.
• Delete a column: Click in the column to select it and click the
Delete button.
• Give a title to a column: Click in the column to select it. Type the
title chosen for the selected column in the Title box. Specify the
alignment for the title of the column by checking the boxes Left,
Center or Right. Indicate in the same way the alignment chosen for
fields contained in this column.
• Change the width of columns: Place your mouse over the right
edge of the column you want to enlarge or shrink. The cursor turns
into a double arrow. Hold the left mouse button and drag the right
93
edge of the column to the desired width.
Fields
1.Depending on the type of information to be placed in the column,
click on the tabs containing data for the individual, his father, his
mother, his spouses, and calculated data. Click in the list of fields
on the one you want to include.
2.Click the Add button for it to be inserted in the selected column
or double-click the name of the field in the list so that it falls in the
selected column.
Formatting fields
Indicate the required character attributes for the added field by ticking the Bold, Italic or Underline boxes.
The fields will be presented side by side in the published report. To
print one below the other, insert a line skip by clicking the Line skip
button.
The total number of fields and line skips are limited to 32 per column.
• Swapping the order of the fields on a line or in a column: Select
the field to be moved. Click on the Up or Down arrow buttons until
the field has reached its required position.
• Delete a field in a column: Select the field to be deleted. Click the
Delete button.
• Add a suffix or prefix to a field: Select the field to be modified
in the column. Click the Prefix box and then type the prefix to be
applied to this field. Click the Suffix box and type the suffix to be
applied to this field.
To indicate the age at death of an ancestor for example, select the
Age at Death field in the Calculated Fields tab and insert it. Then
click in the Prefix entry field and type aged. This will give you the
words: aged <age at death>.
Heredis for Windows
Save a custom report template
Modify an existing report
You have changed the report on which you are working? Your
changes are saved for later use.
You can create another template for a custom report, based on the
formatting that you just defined:
1.Click the Save button.
2.Give a name to the report template that you have created. It will
be saved in the folder Documents/BSD Concept/Heredis/Heredis
Custom Reports.
This template will be available for any type of custom report.
Create a new custom report template
To create an entirely new report, click the New Report button.
Heredis displays a new empty report, to be completed with the
required columns and fields.
Open a Custom Report Template already saved
To recall all templates of custom reports that you have created:
1.Click the Open button.
2.Choose the existing template to be reused.
This template is displayed on screen and will open by default at the
next application of a custom report.
12.2Saving a document
A sheet, a report or a book edited in your word processor becomes
an independent document in the Heredis software. This document
can be saved for later reprinting or modifying. To keep the document
displayed in your word processor, use the saving feature of your
software. It is generally found in the File menu.
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Heredis has created a My Documents/BSD Concept/Heredis/
Heredis Genealogy Reports folder to help you consolidate all your
genealogy documents.
To change the name of the document proposed by Heredis, enter
another name in the File Name field.
12.3Printing a document
You will start printing from your word processor having made changes if required.
The exported document may be read by any text editor. It may also
be opened as a spread-sheet as with Microsoft Excel on either a
Windows or Mac machine.
Info • The table layout and certain typographical peculiarities may
possibly not be retained in the exported document.
12.5Constructing tree charts
1.Choose File > Print or press Ctrl-P. These commands are generally
the same in all word processors.
You can create as many graphical representations of your genealogy as you wish. A tree chart may be saved with the data it contains
and its layout. It can then be reopened, modified in its presentation,
printed again. It has become independent of the Heredis data file.
2.Select the printer you wish to use from the list of available printers. If
your printer does not appear, select Printer set-up in the Windows
Print command.
Choose from the different types of tree charts proposed in the
Charts menu or click Charts on the toolbar to visually select the
tree charts proposed by Heredis.
Info • For more information on adding a printer, type Add a printer
in Windows Help.
3.Click OK to start printing.
12.4Exporting a genealogy document
Exporting the document you have created will enable you to apply
specific treatment with other programs. Share your documents with
others by using a file format that they are likely to use on their computers or other devices in the format of a universally readable file.
1.Click the Export button in the formatting screen of the document.
2.Give the export document a name.
Documents are exported in simple text format (ASCII Files).
3.Click Save.
Heredis for Windows
Edit a tree chart
The printing of a tree chart takes as its starting point the primary
person displayed and will display his/her ancestors, descendants or
both as an hourglass tree chart.
Choice of tree chart
In the Charts menu or in the displayed selection screen, choose the
type of tree to build from the list to the left.
Heredis proposes various types of tree charts, the size of which is
predefined (from A4 to A0 or Letter to Quad demy) but also tree
charts of unlimited size. Whatever the type of tree chart selected,
you can print it or have it printed over several pages or a single long
strip of paper.
When a tree exceeds the size of your printer, each page is printed
with an overlap to facilitate mounting of the chart.
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Choice of theme
Click a theme in the viewer. To facilitate your choice, Heredis displays an overall preview of the tree to be edited with this theme or a
preview of a box. Scroll through the different themes by pressing the
arrow keys or with the mouse.
The last used themes are preset for each type of tree chart.
After testing the different themes of tree charts, you may define your
favorite themes. Click the Add to the Bookmarks button and the
theme is marked with an icon that allows it to be recognized.
Info • You have a search filter for bookmarked themes. Thus you
can display only the themes that you commonly use.
Chart Settings
Specify the construction parameters that suit you for the selected
theme: number of generations, people to be displayed or not on the
tree chart.
Tree charts of unlimited size
1.Indicate the number of generations. It is unlimited for ancestors as
well as descendants.
2.Choose the orientation of the tree chart, building from bottom to top,
from left to right or from right to left.
3. Choose a method for automatic construction according to the space
you want to allocate to the tree chart.
• The Default tree chart is built with all boxes of the same size, that
is to say that the box of the central character has the same size
as that of persons shown in the third generation or 10th generation. In this tree chart, generations will be located one above the
other without overlapping.
• In the Optimized tree chart, boxes gradually decrease in size with
the higher generations and they slightly overlap.
4.Select the persons for inclusion on the tree chart. By default all persons appearing in the ancestry or descent of the primary person are
displayed on the tree chart. You may untick secondary persons, or
marked and confidential persons, for them not to be displayed on
the tree chart. You may also hide all the data you have declared to
be private (events, pictures, etc.).
Click OK to start the construction of the tree chart according to the
theme selected and with the chosen parameters.
Tree charts of a predetermined size
1.Indicate the number of generations, which may range from 4 to 8
depending on the type of tree chart and the theme selected in the
Chart Settings field.
2.Select the persons to be included on the tree chart. By default all
persons included in the ancestry of the primary person are displayed
on the tree chart. You may untick marked, secondary or confidential
persons. You may also not display private data.
Click OK to start the display of the tree chart.
Tree Chart Screen
Heredis displays a tree chart representing the lineage of the primary person and which is printable immediately. If you want to make
changes to the tree chart, you have tools in the specific Tools panels
of the various tree charts.
Toolbars and menus
When the tree chart is displayed, the menus and buttons are different from those for data management.
You may use the buttons for normal actions: Save, Pages,
Print. Display only the buttons you use most often by choosing
Windows > Customize Toolbar.
Use the tree chart menus to manage also the layout of the screen or
the selection of people on the tree chart.
• In the Minimized tree chart, the boxes will diminish in size and
content and their position can be rotated at the end of the branch
to save even more room.
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Info • You can open another previously saved tree chart while the
tree chart is already open on the screen. Choose File > Open.
Persons displayed in the tree chart
The Search panel of the tree chart contains a list of all persons
included in the chart. Clicking a person in the list previews that
person’s box in the tree chart. A double click navigates through the
tree, if its size exceeds that of the screen, to display the box for a
selected person.
To quickly find a person in the list of individuals on the tree chart,
enter the surname or given name. Refine the search by selecting
from the drop-down menu, the gender of the person sought if the
name is multiple.
When there are marriages between blood relations (implex) on your
tree chart, certain ancestors may be included more than once. By
default, Heredis will only display one complete branch and duplicate
branches are cut off. If you want to repeat the implex branches, tick
the option in the settings screen of the tree chart prior to construction.
Click the name of the ancestor in the Search panel and Heredis
displays the various positions of the person in the tree chart. Click
on the first position to see the entire branch displayed. The different
boxes for the ancestor have identical lettering.
Info • In Search panel of the tree chart, click the name of a person
in the list, his/her summary appears in the Summary panel.
Preview of the selected box
The Tools panels displays the selected box. At the opening of the
tree chart, Heredis displays a complete view of the document, whatever its size. The preview is very useful in large tree charts, when the
content of the boxes is not readable on the screen. This visualization
immediately displays any changes that you apply to the box.
Tree chart formatting
You may modify the unlimited tree charts to give them a more personal graphical appearance. In the fixed size tree charts, the changes apply only to the content of the boxes. The overall environment is
not editable.
The different Tools panels allow either changes to be applied to
the whole tree chart or changes to a given selection (one or more
boxes).
Display screen
The central area of the screen shows all the boxes of the tree chart,
the title of the tree and any images that you have added.
To help you check and estimate the size of your tree chart, materialize the pages on the screen.
In the toolbar, click Pages > Show/Hide Page Breaks or choose
View > Show/Hide Page Breaks.
The number of pages depends on the chosen page format for your
printer. To change the format and page orientation in your printer,
click the Page Setup button in the Print panel or choose File > Page
Setup.
To move around the tree chart, use the horizontal and vertical bars,
or change the zoom factor or double-click the name of a person
from the Persons panel to display his/her box directly.
Zoom
You can increase (zoom in) or reduce (zoom out) the display of the
tree chart. It is often necessary to reduce the display of a tree chart
to visualize all required generations.
Choose Display > Zoom > Increase Magnification or View >
Zoom > Decrease Magnification. To return to the actual size of the
tree, choose Display > Zoom > 100 %.
You may also select different levels of zoom on the bottom bar of
the tree chart screen.
• Click the arrow and select a value from the drop-down menu or use
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the slider to change the zoom level. Heredis indicates the factor
used to reduce or enlarge to the left of the bar.
• Click the 100% button to return to the real size of the tree.
• Hold down the Alt key. With a left click, the tree chart grows, with
a right click, the tree chart is reduced. You may also use the mouse
wheel up or down to enlarge or reduce.
Info • Remember to fold back the Search and/or Tools panels to
have the maximum available space for display of the tree chart.
Selection
Before making changes to a tree chart, first select the boxes to
which they will apply. Depending on the type of change to be made,
make individual selections or selections of a genealogical order.
• To select all boxes of the tree chart, choose Select > Select All (or
press Ctrl-A). From anywhere in the tree chart, you can right-click
the mouse and choose Select All.
• To select one or more boxes of the tree chart, drag the mouse cursor over the boxes to be selected.
To select more boxes that are not contiguous, select the first box,
and then, holding down the Shift key, the additional box or boxes.
To make genealogical selections from any box in the tree, rightclick the mouse and choose Select Men Only (or Women Only,
or Person and All Ancestors, or Person and All Descendants or
Generation).
Info • Persons corresponding to the selected boxes are also selected in the Search panels.
Tree chart of predetermined size
The changes apply to the selected boxes. The formatting of the text
is customizable, but the visual environment cannot be changed.
Modify the contents of selected boxes
• Choose the content formats that suit you for surnames, given
names, dates, places and genealogical headings from the dropdown menus.
• Tick the Show Ahn./User Number and Show Preferred Picture
boxes to add this information, if it exists, in the selected boxes.
Change the text formatting
Without delay, change the font, size, color and text alignment with
the drop-down menu, the cursor and the buttons of the Layout
panel.
Info • Do not forget that you can make a selection of all men in the
tree chart, then all women, to apply different text colors. For this,
use the Select menu or right-click of the mouse.
Modify the fan tree charts
The fan tree charts offer the particular feature allowing the number
of generations to be displayed (from 4 to 12), varied graphic charts
and formatting according to the generations, the quarters of ancestry or the gender of persons, as well as limitations on the individuals
to be displayed.
1. Select the fan theme from the Templates drop-down menu.
2. Choose the number of generations and the angle. The angle may
vary between 180° and 300°.
3. Choose the color base for the theme.
Format the tree chart
To make changes, use the tools in the tree chart Tools panels. To go
further in the formatting of the boxes, click the Layout button.
• Click the By Quarters box to materialize the quarters of ancestry.
If the By Quarters option is ticked, the number of Quarters to
differentiate in the tree is editable. This number can range from 4
(for a 180 ° angle) to 16. To change this, move the cursor.
• Click the Males/Females box to distinguish the box color by gen-
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der.
• Click the By Generations box to apply a different color to each
generation.
• Tick the Gradient Fill box to spread the colors at start and at end
that you have selected throughout the fan chart. If the Gradient
Fill box is not ticked, click on each zone of the fan chart to select
the color to be applied to it.
Info • When you have made personal changes to a template, the
formatting is saved until the next personal change you may make to
the fan chart. You may test the different models but also return to
Latest Layout in the Template drop-down menu.
4.Format the contents of the boxes of the tree chart.
• Change the data format (names, dates, places) with the dropdown menus.
• Display boxes containing more or less information by selecting
4 lines or 6 lines in each box of the tree chart.
• Change the text formatting depending on the type of data (males,
females, other text).
Click OK to display the fan chart according to your determined layout.
Unlimited tree charts
Change the layout of the tree
1.In the Layout panel, change the spacing between boxes or the
spacing between generations by clicking the arrow buttons.
2.Tick the Display Empty Lines box for all boxes to be filled with the
same number of lines, even if you do not have information.
3.Click the Pages > Center Tree Chart button to reposition it optimally after modifications.
Move elements in the tree chart.
After selecting boxes, several methods for moving them are available. Choose the one that suits you best.
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• Mouse: Drag the selection to its destination by holding the mouse
button pressed.
Info • Hold down the Shift key to prevent any movement off the
generation axis. Each box moved will remain aligned with the other
boxes in the same generation.
• Arrow keys: press the arrow keys to move to the position you wish
to select.
To cancel the moving of the selection, press Ctrl-Z or choose Edit >
Undo.
To restore the move, press Shift-Ctrl-Z or choose Edit > Redo.
Change the design of the tree chart
Change the graphical appearance of your tree charts with a few
clicks. Some graphical changes apply to the whole tree chart, others
apply only to the boxes you selected.
1.Select the boxes to be modified or choose Select > Select All.
2. In the Layout panel, change the overall font, size, alignment and text
color.
3. The display of boxes on the tree chart is defined by three elements:
box styles, content types and connecting line styles. The different
themes that come with Heredis contain several presets for each of
these elements. They are available in the Tools > Layout panel of
the tree chart.
• Choose a preset to be applied to the selected boxes in the dropdown menus. A preview screen shows you the appearance of
available presets.
• You can change each preset of box styles, contents or connecting
lines. Click the Layout button in the toolbar, use the right-click
menu on the selected box, or click the Edit... box shown as a
pencil to the right of each menu to access all the changes.
Info • By clicking on the pencil, you open the setup screen of the
preset. To change the presets of box style, contents and connecting
lines at the same time, click the Layout button.
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• The box preview contains a tick box in the top left of the preset
edit screen, for applying a modification to the males and females
simultaneously.
Change the box style
Change the Box style preset displayed or choose a different preset
from the Box Styles drop-down menu to form a base for your custom formatting.
1. Click the border of the box to change border, shading, box background, orientation and size of the box including padding.
2. Click on an item, eg. name, to access the formatting of this item.
When a line contains two distinct elements, they may be changed
independently of one another, for example Surname – Given Name
or Date - Place.
3. Click on the picture to determine its size, its border and its eventual
position in the box.
Info • One can only change the borders of the drawn boxes. If
you choose an image for the box background, the outline must be
included in the image.
All changes are immediately displayed in the preview of the box.
Info • To see better the changes made in the preview box, use the
zoom slider at the bottom of the window or click the magnifying
glass icon and choose a zoom percentage.
Click OK to apply the changes to all selected boxes on the tree
chart.
Modify the content
Change the Content type preset displayed or choose a different
preset from the drop-down menu as a base for your custom formatting.
Click on each item displayed in the box to change the data formats.
For example, click the name to indicate management of the particle,
whether to include the prefix and suffix of the name. Click on a date
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to indicate the desired format (long, short, in numbers or letters,
etc.).
Info • One can materialize the presence of a source for each event
mentioned in the boxes. Select the date field and tick the Mention
source box to add the symbol (s) following the dates shown.
Click OK to apply the modified contents of the selected boxes on
the tree chart.
Modify connecting lines
Modify the Line style preset displayed or choose a different preset
from the drop-down menu as a base for your custom formatting.
1. Click the border of the box or on the connecting line to display the
Line tab.
2.Choose the type of line to connect the selected boxes from the
drop-down menu: right angles, rounded corners or curves.
3.Specify the width of the connecting line with the cursor and click the
color box to choose a color.
Click OK to apply the modified lines to the selected boxes.
Edit the text of a box
1.Right click on the box to be edited and choose Edit Text to open the
editing field.
Info • You can only edit one box at a time.
2.Enter changes to the displayed text.
3.Click OK to apply changes.
Edit the tree chart title
The tree chart title is a modifiable text zone.
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Heredis proposes a title containing the name of the primary person.
Double-click the title to open the text editor and make the necessary
content changes and formatting of the text.
in the drop-down menu.
4.Click the round button corresponding to the desired orientation.
5.Click OK to confirm the print size.
Add a Picture
Select the Edit > Add Picture menu or click the Add button on the
toolbar to add a graphic illustration to your tree chart.
The picture is added at the top left of the tree chart displayed.
• It is possible to add several pictures. If they must overlap, there
are options for stacking images. Right-click the image to move the
selected image forward, backward or to the background if it is a
background image for the tree chart. Whatever option chosen, the
boxes of the tree chart remain in the foreground.
• When the picture is enlarged or reduced manually with the mouse,
it is possible to restore the proportion between the picture and its
frame by using the right-click Resize Image Proportionally option.
• The right-click Resize Image to Fit Frame and Default Picture Size
options allow to resize the image in its display area.
• The image is an object that can be formatted. Click the Layout button on the toolbar or select Modify Properties from the right-click
menu on the image. Only box style changes are possible. As with
the tree chart boxes, you have available presets applicable to the
surround of the image.
Print the tree chart
If the tree is too large, you may change its size by reducing the number of pages in the Print Setup panel.
1.Select Display > Show/Hide Page Breaks or click the Pages >
Show/Hide Page Breaks button. Heredis displays how many pages
corresponding to the selected paper size will be needed to print the
tree chart.
2.Change the number of pages in width and/or height.
3.To enlarge or reduce the overall size of the tree chart, enter a percentage in the Scale field or move the cursor. A value below 100%
reduces the size of the tree chart, a value greater than 100% enlarges it.
It only remains to launch the printing of the tree chart.
Launching the print-out
Depending on the printer you are using, you can print the tree on
one page or series of pages to be assembled together.
1.Click the Print button on the toolbar or choose File > Print.
2.Select the printer you want to use from the list of available printers.
If your printer does not appear, select Find Printer in the Windows
Print screen.
Adjust the size of a tree chart
Before printing, you must make sure that the size and orientation of
the paper are set as you wish.
1.Choose File > Page Setup or click Page setup in the Print Setup
panel.
Info • For more information on adding a printer, type Add Printer in
Windows Help.
3.Click OK to start printing.
2.Select the printer you will use in the Name menu.
Export a tree chart
3.Choose a standard paper size in the Paper Size menu. If you want
to select a customized paper size, choose Personalized Paper Size
Export the displayed tree to get it printed by a professional or
share your Heredis trees with people who do not have the software.
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101
Heredis constructs a tree chart using a file format that is likely to be
used on other computers or devices in the form of a readable file.
You can also open a saved tree chart from the Heredis home page.
Click Open Tree.
1.Choose Edit > PDF File Mode or choose PDF File from the Print
Setup drop-down menu.
Choose the location in your Windows Explorer and click Open.
2.The Print button changes form and name. Click the Export button
on the toolbar.
Info • The Heredis tree charts are saved by default to the My
Documents/BSD Concept/Heredis/Heredis Tree Charts folder.
3.Choose the location where the tree file in PDF format will be saved,
if you do not want to save it in the default folder. If necessary,
change the name of the tree proposed by Heredis in the File Name
field.
4.Click Save.
Save the tree chart
Save the tree charts created with Heredis. You may modify or print
them later.
Saving a tree chart for the first time
1.Click the Save button, choose File > Save or press Ctrl-S.
2.In the File name field, change the name of the tree chart if necessary.
3.Choose the location where the tree chart should be saved, if you do
not want to save it in the default folder.
4.Click Save.
After saving your tree chart for the first time, click again the Save
button or press Ctrl-S to save it as you work.
To obtain a copy of the tree chart and make further changes, select
File > Save a Copy...
Reopen a saved tree chart
To reopen a saved tree chart and make further changes or print it,
choose File > Open in a tree chart screen.
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102
13Exchanging
13.1 Importing and exporting data
Import data in GEDCOM format
The GEDCOM exchange format stands for Genealogical Data
Communication. Almost all genealogy software programs recognize
this universal format.
Import to a new file
1.From the Heredis Home Page, choose Open Tree > GEDCOM File.
2.The GEDCOM file must have the extension .ged to be recognized by
Heredis. Select the file and click Open.
3.Save the new Heredis file to be created and wait while Heredis analyzes the data.
4.Check the information found in the GEDCOM file (quantity of data,
structure of places). Open each field of places, to change, if necessary, the type of data it contains.
5.Complete the import options by ticking the information you want to
find in your Heredis file (images, sources). You may add a source
common to all events imported. In this case, tick the box and fill in
the name of the source.
common to all events imported. In this case, tick the box and fill in
the name of the source.
5.After importing the GEDCOM data, you must create the links that
will connect imported persons to those already present in the main
file.
Import Heredis data
Importing Heredis data to an existing file allows you to connect
a new branch created in a separate file by yourself or by a family
member.
1.Choose File > Import > Heredis File.
2.Select the Heredis file. Only files created with the Blue Suite may be
merged (Mac file or Windows folder with the extension .hmw).
3.Click Open.
4.After importing the new data, you must create links that will connect
the imported persons to those already present in the main file.
Export data
You export your data to exchange them. If you want to transmit data
to other genealogists who do not have Heredis for reading them, or
if they are using an older version of Heredis, use the GEDCOM format. To share with other users of Heredis 2014 or to create branch
files for your own use, use the Heredis export.
1.Choose File > Import > GEDCOM File.
Info • Use the Sync function to transfer complete files to other people who have their device near to you or on a removable storage
device (USB flash drive or external hard drive).
2.Select the file (it must have the extension .ged to be recognized by
Heredis), then click Open.
Export in GEDCOM format
Import to an existing file
3.Check the information found in the GEDCOM file (quantity of data,
structure of places). Open each field of places, to change, if necessary, the type of data it contains.
1.Choose File > Export > GEDCOM File.
2.Indicate the persons and types of data to be exported.
4.Complete the import options by ticking the information you want to
find in your Heredis file (images, sources). You may add a source
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103
Info • Tick the Create a folder for media box to accompany the
GEDCOM file with a folder containing all media attached to the
exported data. The paths of the media listed in the GEDCOM file
match the media in this folder.
3.Complete the information concerning the sender of the file. This
allows the person receiving the file to identify you and to be able to
contact you if necessary.
4.Choose the character set for data to be exported:
• Mac: characters readable by all Mac software.
• Windows (ANSI): use this format if you know the recipient of the
file uses Windows software.
• UTF-8: use this format to preserve all special characters. This is
a recent universal file format. But note, some genealogy software
programs do not support this format.
5.Click Export.
6.Give a name to the new file and choose where the file should be
saved. Heredis proposes the same folder as your genealogy file. To
select a different location, choose a location in your file directory,
then click the Save button.
Export a Heredis file
1.Choose File > Export > Heredis File.
2.Identify the persons and types of data to be exported.
Select the types of data for export
1.Tick the boxes to include the different types of data in the exported
file.
2.If you want to include notes (person notes, family notes or event
notes), specify the export format of the text depending on the software to be used by your recipient.
• Preserve Text Format (RTF)
• No Formatting (Plain Text).
Select the branches concerned
1.Indicate if you export the entire file or a branch starting from the primary person by selecting Entire File or Branch from the drop-down
menu.
2. Select the type of branch in the Branch Options drop-down menu:
Ancestors - Descendants – Ancestors & Descendants.
3.Choose the number of generations of ancestors, of descendants, or
both.
4.Specify the number of collaterals for the ancestor branches. Heredis
goes back down the branch line for each direct ancestor to include
them in the exported file.
• 0 = only direct ancestors are exported (with spouses).
• 1 = you export the direct ancestors with all their children and their
spouses.
3.Click Export.
• 2 = you export the direct ancestors, their children and grandchildren, along with their spouses.
4.Name the new file and choose where the file should be saved.
• 3 = you also add their great-grandchildren, etc.
Select the data to be exported
The options for the exported file in GEDCOM or Heredis format are
identical. They concern the persons included in the file and the type
of data considered.
Info • Remember to check who is the primary person displayed
before making a branch export.
Select the persons to be included in an export file
1.Choose Export All Persons in the Limits drop-down menu to
include all persons saved in the file.
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104
2.To prevent the export of certain persons, choose Exclude marked
persons or Export Marked persons only.
How does synchronization work?
3.To protect the privacy of your data, please indicate your choice in
the following drop-down menu:
Click the Sync button then the WiFi button or choose File > Sync
> Via WiFi.... Heredis opens the synchronization window for you to
give your instructions and checks what other devices are present on
the network.
Confidential Persons: you may export all the information of confidential persons, or their surname only, or their surname and given
names. You can also export all people by hiding the data. The recipient of your file will only know that such a person in a given place in
the line existed, without knowing any information about him/her.
4.Tick the Exclude Secondary Persons box if necessary.
Info • It is possible to exclude a branch from the exported file.
Declare the person at the base of this branch as Marked, then
choose the Exclude Marked Persons option in the export screen.
13.2Synchronize with other devices
Today you frequently use your WiFi network to connect to the
Internet. Heredis proposes to use it also to dialogue between your
various devices (PC - Mac - iPhone - iPad - iPod touch) and transfer
your data from one to the other.
Your computers are not on a WiFi network? You can also synchronize your genealogy via a removable storage device (USB flash drive
or external hard drive).
Is there another version of the file on the WiFi network? Is it more
recent? Heredis shows you all the devices where the Heredis
software is open, as well as all removable storage devices plugged
in to your computer.
How to exchange via WiFi network?
For all your various devices present on the network to be recognized, the Bonjour service, published by Apple, must be installed on
your computer. If it is not, click the link in the alert message for free
download. Once it is installed, your computer can identify the other
devices and allow you to synchronize your file with them.
Heredis for Windows
You may trigger a synchronization whenever you want.
If the genealogy file which is open has never been synchronized,
choose an available device from the list and click Send to start the
exchange. All your genealogical data and your media will be copied
to the other device.
Info • Please note that the first synchronization copies all of your
genealogical data and associated media to your other device. Do
not copy your file first. This function only can mark your data as
being duly synchronized.
If the open genealogy file has already been synchronized, choose
the device with which you wish to synchronize. Depending on the
most recent file date, Heredis will propose synchronization in one
direction or other.
Heredis displays key information (change dates, number of persons,
persons last modified) for comparison with those of the open file. If
necessary, click the arrow to select the other direction for synchronization.
Click Send or Receive according to the direction of the synchronization. Only genealogical data or media that have changed are
transmitted.
If the genealogy has been modified on both devices since the last
synchronization, the synchronization is not possible until you have
selected which file to keep and which to synchronize.
Click the arrow to select the appropriate direction then click Send
or Receive according to the synchronizing direction which you have
selected.
Info • To be synchronized, the genealogy file must have been saved.
If it has been changed and not saved, Heredis will ask you to save it.
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How to exchange without WiFi?
Exchange with a Mac
Those who have no WiFi network or do not have their devices in the
same premises can synchronize their genealogy by connecting a
removable device (USB flash drive or external hard drive).
You want to send your genealogy file to a Mac? Heredis allows you
to create a fully compatible file and transfer your data and media
created on your PC to a Mac.
Exchange with another PC or Mac
Synchronize your genealogy on a USB flash drive or an external hard
drive. The synchronization process is the same as for the devices on
the WiFi network.
Click the Sync button then the USB button or choose File > Sync >
Via USB....
In the Synchronization window, select the device that you have connected, check the direction of synchronization then click Send or
Receive according to the synchronizing direction you have selected.
Info • Do not forget to tick the Ensure compatibility with Heredis
Mac box if your file is to be opened with a Mac.
When synchronization is complete, you may plug in the device to
another computer (PC or Mac).
Whether on launching Heredis or during work, Heredis will inform
you if a new genealogy or a newer version of the genealogy exists
on the device you have connected and will propose to synchronize
your computer with this genealogy.
1.Select the menu File > Prepare for > Heredis Mac...
2.Choose the destination folder for the PC-Mac compatible file and
press OK.
Heredis creates a copy of the original folder to which name it adds
«-Mac». When saving the compatible file is finished, Heredis will
open Windows Explorer to show you where the copy was made.
3.Transfer this folder to any user whose Mac has the Heredis Blue
Suite installed; it will be recognized immediately and can be opened
with­out conversion.
Info • If you do not use the Prepare for > Heredis Mac function,
no Mac will recognize your genealogy file as a Heredis file.
However, Heredis for Windows will open directly any genealogy file
from Heredis Blue Suite for Mac.
Exchange via iTunes
To transfer your genealogy to a mobile iOS, prepare the file to be
sent via iTunes.
1.Choose File > Prepare for > iTunes...
13.3 Transmit without synchronizing
You can copy your genealogy in a format suitable for exchange
with a Mac by using the Prepare for Heredis Mac function, or to a
mobile iOS (iPhone, iPad, iPod touch) using iTunes.
Please note that in this case, it is not a synchronization (update of
latest data), but a transfer of the complete file (including the media).
Heredis for Windows
Heredis creates a compressed file, recognizable by both iTunes
and on your mobile iOS. This file contains all your data and all your
media.
2. Click Yes to create the file. It has the same name as the original file
with an extension .hmwit.
106
3. Heredis opens Windows Explorer to show you where the file is for
transfer to iTunes.
Insert the file into the iTunes application
1.Launch iTunes.
2.Connect your iPad, your iPhone or iPod touch and select it in iTunes.
3.Click the Apps tab (at the top of the screen), then scroll down the
list of applications until you reach File Sharing.
4.Select Heredis. All genealogies already synchronized are visible.
Click the Add button or drag & drop the file.
5.The transfer of the genealogy is carried out.
If Heredis is not running on the mobile, the file will appear on the
homepage the next time the App is launched.
Recover data from a mobile via iTunes
After a work session on the iPhone or iPad, retrieve the changed
data by passing through iTunes again.
Create a Heredis Online account
You must create a Heredis Online account before publishing your
genealogy, allowing you to access your account, to modify or delete
published genealogies and to be identified as a person hosted by
Heredis Online.
1.
Click the Heredis Online button and choose My account or
choose File > Heredis Online > Manage My Account from the menu.
You can manage your account from the home page too.
2.
Click the Create A Free Account button. Enter your email
address, your username and your password. Complete the identification data and check out the Heredis Online Terms of Service and
then tick the box.
3.
Click OK your account is created.
Managing account information
• Select the .hmw file modified on the Apps - File Sharing tab.
Log in by entering your username and password. Do not forget to
tick the Remember me box for the data to be stored for future use.
• To extract it from iTunes, click Save to… and save the genealogy file
recovered to the location of your choice.
The Account Management screen allows you to change your login
information and your address. Click the Edit button to access it.
Info • Remember to select the same folder if you want to replace
the existing genealogy file on your PC.
Once you have published genealogies, they will appear in the lower
part of the window.
Managing your publications
13.4 Publishing to Heredis Online
Heredis includes the creation of a personal online website for displaying your genealogy. No need to use a service provider, your
data is hosted for free on Heredis Online. You have a real website
dedicated to your genealogy, searchable by your family, friends and
other genealogists, who will all have an overview of who your ancestors were, places where they lived and the various documents that
you have found concerning them. In addition, Heredis allows you to
be contacted by any person who is interested in your genealogy.
Heredis for Windows
Click on the Visit Website link to view your online genealogy.
Click the indented wheel icon to change your settings for publication. There is no need to republish in order to view notes in your
online genealogy, or to hide data which is less than 150 years’ old.
Once you have changed the settings, they are applied to your personal website.
Click on the X button to delete the genealogy from your personal
website.
107
Info • you can carry out these operations remotely, even if you do
not have your computer to hand, by connecting to your Heredis
Online account from any Internet browser.
Publish a genealogy to Heredis Online
Heredis Online displays a list of your published genealogies. You
may follow the progress of moving your genealogy to your personal
website. When publishing is complete, click on the link to launch
your Internet browser and visit your site.
You will arrive on the home page of your genealogy. Click the
Facebook button to share your genealogy on your Facebook page
or click the Email button to send an email and share your genealogy
website with your family and friends.
Click the Heredis Online button and choose Publish.
Customize your site by giving it a name. Heredis will place by default
that of your genealogy file. You may change the name because it will
be included in the URL that you will communicate to your relatives
and friends.
From the Your Website tab, add an illustration to your homepage to
make it more attractive. You can display the main image associated
with your root person, or select a photo from your hard disk: the
village where your ancestors originated, a shield. Browse your hard
disk to select an image.
Fill out the host text area; anyone who connects to your site must
have an idea of what he will find there!
13.5 Publish group photos to Heredis Online
Heredis allows you to publish group photos on your personal site, as
you do for your genealogies.
You will certainly have photos in which you have not been able to
identify all the persons present in the photo. Heredis offers tools
for identifying these persons and then for publishing the photo in a
photo album.
This online album may be viewed by your family, your friends and
other genealogists. Thus, visitors to your site may not only view your
photos but contact you if they have recognized people in the photo.
You have the choice of data you publish from the Privacy tab:
•
Manage the display of contemporary persons by choosing the
number of years to set the privacy level and decide if you want
to display the full forename and name only or not to display at
all.
•
Display or not individuals who are declared as confidential or
private in your genealogy file (individuals, events, notes ...)
•
Choose to display or not all notes
•
Display or not all sources
•
You may also tick the Protect this publication with a password
box, and enter a password in the corresponding text box and
click OK. Thus, only the holders of a visitor password can
access your publication. Other visitors will contact you by email
to get the password.
Heredis for Windows
In Heredis, you access this functionality from the Identification tab
in the photo tool (for details on this tool, refer to the section The
photo tool in Chapter 9).
Create and set an album
Once you have identified all the persons in a group photo, you may
now share your photo album online by clicking the Publish Button at
the bottom right on the Identification tab.
A simple interface allows you to connect to your account or create it if it is the first time you use Heredis Online (see paragraphs
Register and Log in to publish your genealogy on Heredis Online).
108
When first published, you can change the title of the photo in the
Title field. If you want to publish this photo in another album, unfold
the dropdown list and choose the appropriate album, or create a
new one by using the + button.
Click the indented wheel to change the publishing settings for an
album or on the cross to delete it. Please note that you will delete all
the photos attached to this album.
To personalize this album, click the indented wheel to the right of
the + button and you can:
Info • You can carry out these operations from a distance, even
if you do not have your computer to hand, by logging into your
Heredis Online account from any Internet browser.
• give it a name that will be included in the URL that you will communicate to your family or to other genealogists. Do not worry about
spaces, Heredis replaces them automatically by underscores.
Click the album name to display a list of all the photos in this album.
You can edit or delete each picture individually.
• add artwork to make your homepage more attractive.
• give details of the content of this album in the Description text box.
The person who visits your site will have an idea on what he or she
will find in it!
You can protect your album by a password. Net users who know the
password may view your album online and others will contact you by
email to get the password.
When all the settings of your publication are satisfactory, click the
Validate Button. Your photo is now published on Heredis Online.
Info • When you publish a photo which has been declared as private
in Heredis, a message alerts you and asks for confirmation before
continuing the publication.
Settings and management of your albums
You can at any time access the albums published from the Album
tab in your account with Heredis Online.
Heredis for Windows
Consult an album
By clicking on the link Visit album, Heredis opens the home page of
the album selected in your internet browser.
In the left sidebar, you have the name of the album and its author, a
clickable link to contact the author and immediately below, two tabs
Photos and Persons.
In the Photos tab, a list of photos in the album is displayed and the
total number of photos, (in brackets) next to the name of the tab.
In the Persons tab, the list and the number of persons identified in
the various photos in the album are displayed, specifying, for each
identified person, the number of times he/she has been identified
in the various photos of the album. You also have a search box to
locate any person in the list.
109
The central part allows for 3 different views of the album based on
the tab selected in the upper part.
From the Home tab, you get an overview of your album where you
will find the description text, any selected artwork and the pictures
of the album in the form of thumbnails. To the right, Heredis displays
the date of the last update of this album as well as a list of your
genealogies and other albums already published on Heredis Online.
A single click allows you to open a new tab in your browser with the
publication of the selected album.
The Photos tab displays each photo in the album in full screen. To
the right of the photo, you find the list of numbered persons and
below, the commentary and the date if they have been added from
the Heredis program.
A button under the photo, also allows you to hide or show the
frames numbers on the photo. Hover the mouse over any person
identified in the photograph and the list shows the person concerned and vice versa.
Clicking on a person allows you to display him/her in detail in the
Persons tab. You will then see the information collected for that
person and a link to the publication if he/she is present in a genealogy previously published on Heredis Online, as well as photos, in the
form of thumbnails, in which he/she has been identified.
To go back to the general presentation of the album, click Home in
the banner at the top.
Sharing an album
If you want to invite your family and friends to check out an album,
send them the URL by email, or share it on Facebook. Use the
or
Buttons located in the upper right panel.
As a visitor to a Heredis Online album, you can easily send additional information or indicate an error to the author of the photo albums.
Perhaps you have recognized an unidentified person. Click Contact
the author in the left sidebar under the ALBUM area or in the footer
and you will thus advance the work of the author.
Private access
You may protect your Heredis Online site with a password. Only
visitors who know the password will be able to view details of your
online genealogy. When any new web user visits your site, we will
invite the person to contact you to obtain your password.
To implement this password: from your Heredis Online account,
select the publication concerned and click the indented wheel x to
access the settings for this publication. Then, tick the Protect this
publication with a password box, enter a password in the corresponding text box and click Validate.
When you click on a photo from the Photos tab in the left sidebar,
Heredis automatically switches to the Photos tab in the central area
and displays the details of the photo. If you are on the Person tab in
the left sidebar, click on any person and you will move to the central
area of the persons tab this time to display all known information
concerning this person.
Heredis for Windows
110
APPENDICES
Heredis for Windows
111
Available buttons
Displays the Root Person of this genealogy
The buttons give you access to the principal management functions
of the genealogy file.
MAIN SCREEN
Heredis for Windows
Returns to the Heredis Home Page and allows management of genealogy files
Show new features
Saves the current genealogy file
Open Family Tree Mapping
Synchronizes the open genealogy file with other devices
turned on on which the Heredis software is open
Open Online Archives
Selects which person to be added
Launch slideshow of the Primary Person
Selects which person to be deleted
Open Photo tool
Creates or selects the father of the primary person
Accesses the different functions of Heredis Online
Creates or selects the mother of the primary person
Manages your Heredis Online account
Creates or selects a spouse for the primary person
Launches web publishing to a Heredis Online personal
website hosted for free
Creates or selects a child of the primary person and selected spouse
Reopens the persons previously displayed as the primary
person
Selects a new person not linked to the primary person
Reopens the immediate last person displayed as the primary person
Adds a personal connection between the primary person
and another individual in the file
112
Deletes the primary person
Searches for duplicates in the open genealogy file (which
persons may have been entered more than once in the
genealogy file)
Deletes the father link with the primary person
Searches for all types of links between two persons (common ancestors, kinship, other links)
Deletes the mother link with the primary person
Launches Search Status Report
Deletes the link with the spouse of the primary person
Accesses the different Indexes by type of data entered in
the file
Deletes the child link with the primary person
Manages surnames in the file
Merges the primary person with another person
Manages given names in the file
Displays notes on the primary person: the Person note or
the Family note for each of his/her spouses
Manages occupations in the file
Displays the data consistency analysis for the primary
person
Manages places in the file
Launches a search for any person in the genealogy file
Manages sources in the file
Allows to search for a person by surname and given name
Launches a search for any person by his/her genealogy
number or user number assigned by you
Opens the Search tab to analyze data and launch Web
Search
Heredis for Windows
Manages media in the file
Opens the tree chart construction screen
Selects another graphical theme for the application
113
Opens the Help manual in PDF format
Launches the customization of the toolbar
SCREEN FOR MANAGEMENT OF TREE CHARTS
Allows to change the display settings of the tree chart
Adds an illustrated image to the tree
Deletes the selected illustrated image
Saves the displayed tree chart
Opens the formatting screen for the selected boxes
Launches the printing of the displayed tree chart on a
printer
Launches the export of the tree chart in PDF format
Heredis for Windows
114
Functional Shortcuts
Navigation
Ctrl 1
Display Root Person
General Commands
F9 Display Father
F1Help
F10
Display Mother
Ctrl F4
Close active window
F11
Display Selected Spouse
Ctrl 2
Show/Hide search reports
F12
Display Selected Child
Ctrl 3
Show/Hide work reports
F5
Display Family tab
Ctrl Q
Quit Heredis
F6
Display Data tab
Alt F4
Quit Heredis
F7
Display Lineage tab
F8
Display Search tab
File Management
Ctrl N
Create new genealogy
Data Entry
Ctrl O
Open a genealogy file
Tabulation
Move from field to field
Ctrl S
Save a file or tree chart
Ctrl F8
Enter a new person
Ctrl F9
Add the father
Ctrl F10
Add the mother
Edition
Ctrl X
Cut
Ctrl F11
Add the spouse
Ctrl C
Copy
Ctrl Maj F11
Ctrl V
Paste
Add a Spouse of the child in the Family Group Data
tab
Ctrl A
Select All
Ctrl F12
Add a child
Ctrl Z
Cancel action in a text zone
Entrée
Validate choice or entry of a person, name, place,
source or media
Ctrl Maj Z
Redo typing in a text zone
Ctrl H
Tag the primary person as Childless
Ctrl J
Tag the primary person as Unmarried
Ctrl K
Tag the primary person as Secondary
Heredis for Windows
115
Ctrl L
Tag the primary person as Marked
Ctrl M
Tag the primary person as Confidential
Search
Ctrl 1
Display the Root Person
Ctrl F
Launch Search by name
Maj Ctrl S
Launch Search by number (Ahn # or User #)
Maj Ctrl M
Launch Multiple Search
Tree Chart Management
Ctrl A
Select All
Ctrl O
Open a tree chart
Ctrl S
Save chart
Ctrl P
Print chart
Ctrl F4
Quit chart
Ctrl Z
Cancel movement in chart
Ctrl Y
Restore movement in chart
Maj Click left
Widen the selection or deselection
Ctrl Click left
Widen the selection or deselection
Alt Click left
Zoom in on a chart zone
Alt Click right
Zoom out on a chart zone
Ctrl wheel
Zoom in or Zoom out on a chart zone
Space
Display Hand to move around the chart
Ctrl Left-click
Mark a theme as bookmarked in the theme selection
screen
Heredis for Windows
116
Heredis exists for Mac, Windows et IOS (iPhone, iPad and iPod
touch)
© Heredis 2015
All rights reserved
Heredis for Windows
117
Heredis for Windows
118
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