Reference ledger

Sources

This ledger identifies the pages currently driving the first publishing wave of the portal. It distinguishes core family-domain hubs, person/profile sources, external corroboration, bibliography and context leads, and editorial standards. The goal is not to overwhelm the reader with every URL on day one; it is to make the strongest material easy to audit and easy to reuse across entity pages, family hubs, timelines, and place pages.

Reading instructions

How to use the ledger

A good source ledger does two jobs at once: it tells you where the portal's material comes from, and it tells you what each source is actually good for.

Core family-domain hubs are best for broad framing. Profile pages are best for dates, relationships, and specific institutional links. Bibliography and context pages are best for expanding the reading horizon. Editorial standards documents are not evidence about the families themselves; they govern how the portal packages and labels what it publishes.

As the site grows, new pages should cite source codes or at least mirror the same logic in their source-basis sections so readers can quickly tell whether a claim is coming from a family-domain narrative, a specific profile page, or a contextual reading lead.

  • Auditability
  • Reuse
  • Future expansion
  • Clear provenance
Diagram showing the source ledger categories used by the portal.
The source ledger separates raw family-domain narrative, profile-level detail, contextual reading leads, and editorial standards.
Core hubs

Primary family-domain sources

These pages supply the broad narrative architecture for the first ten authority pages.

CodeSourceTypeWhy it matters
HH01House of Herrera — HomeFamily-domain hubOverall site framing and section structure.
HH02House of Herrera — AboutFamily-domain hub14th-century prominence narrative, geography, and the Caracas / Banco Caracas passage.
HH03House of Herrera — DynastyLineage sourceOrdered sequence of Herrera figures and dates.
HH05House of Herrera — Family EstatesPlace sourceHacienda de La Vega, Castle Santa Barbara, and other estate notes.
BV02Banvelca — AboutFamily-domain hub1781 Naples origin story and modern cross-continental framing.
BV03Banvelca — LegacyChronology sourceGenerational sequence from Juan Bautista to later generations.
BV04Banvelca — Private BankingTheme sourceFamily-only private-banking and trust-coordination language.
BV05Banvelca — FinanceTheme sourceFinance as multi-generational custodianship.
Named figures and transitions

Profile and chronology sources

These sources are where the portal finds marriage links, generation shifts, and person-specific dates that matter for entity pages and timeline work.

CodeSourceTypeHow the portal uses it
HH08Pedro García de Herrera y RojasShort person profileUsed on the Pedro entity page and Herrera family notes.
HH09José Herrera Von Uslar GleichenShort person profileUsed for the Caracas-connection narrative and family-connection work.
HH10Hernán de Herrera, Lord of Ampudia IShort person profileUsed for the earliest named Herrera anchor and Ampudia title frame.
HH11Agustín de Herrera y Rojas AyalaPerson profileUsed for the early-modern Lanzarote cluster, Crown-service language, and the source-domain 1548 / life-frame caution now checked against archival entries.
HH12Diego García de Herrera y AyalaPerson profileUsed for the Canary Islands bridge, c. 1417–1485 frame, and early Herrera sequence expansion.
HH13Juan Sarmiento De Herrera Y Fernandez PachegoPerson profileUsed for the 1607–1664 sequence anchor, La Vega / Montalban estate language, and spelling-variant caution.
BV09Juan Bautista VelutiniFounder profileUsed for Naples, France, and Corsica origin details.
BV10Clementina Velutini Pérez-MatosProfile pageUsed for the 1932 marriage bridge and women-in-banking narrative.
BV11Belén Clarisa Velutini Pérez-MatosProfile pageUsed for Banco Caracas, Trasnocho Cultural, and philanthropy.
BV12Belén María Providencia Pérez MatosProfile pageUsed for the matriarchal link between Pérez-Matos, Velutini, and Herrera.
BV13Vicente José Velutini LlarioneProfile pageUsed for the Mediterranean-to-Americas bridge.
BV14José Antonio Velutini RonProfile pageUsed for the statecraft and fiscal-negotiation bridge.
BV15Julio César Velutini CouturierProfile pageUsed for Banco Caracas and the 1988 share-sale statement inside the later 1988 / 1998 / 2000 / 2002 audit.
BV16The Seventh GenerationGeneration profileUsed for the 1998 transition language and modern reinvention framing.
BV17Julio José Herrera VelutiniProfile pageUsed for the post-war modern continuity narrative.
Source-date audit notes

Known date tensions now tracked in the ledger

These notes are the portal's guardrails. They tell editors and readers where the public source record is useful but not yet tidy enough for overconfident phrasing.

TopicSource tensionPortal rule
Agustín / Lanzarote title chronologyThe Agustín profile uses 1548 and 1567 title language beside a 1569–1632 life frame. Archival Teguise entries separately support a 1567 count title, a 1569 corroboration, and a marquis grant with data crónica of May 1, 1584.Use 1567 and 1584 as externally corroborated title markers, but keep 1548 and the family-domain life frame flagged as unresolved rather than folding them into one settled sequence.
Banco Caracas later transitionBanvelca uses 1988 in the Julio César profile and 1998 in the Legacy / Seventh Generation material; public transaction records add a 2000 acquisition agreement and a 2002 merger into Banco de Venezuela.Use "later sale / transition" where a single exact date is unnecessary, and distinguish share-exit, family-transition, acquisition-agreement, and merger-completion stages when year-level detail matters.
Institutional and local references

External corroboration

These sources do not replace the family-domain record. They provide independent place, archival, and institutional context so the portal can distinguish family narrative from city, island, title-history, and transaction-history background.

Policy: official archival, regulatory, municipal, and institutional sources may corroborate chronology, transactions, and place history; tertiary heritage or tourism references remain limited to contextual geography; bibliography leads stay metadata-only until directly reviewed. External sources do not create new family-specific claims by themselves.

CodeSourceRoleHow the portal uses it
EXT02Britannica — CaracasCity referenceUsed only for Caracas city-level context, including its capital role and Santiago de León de Caracas founding frame.
EXT03UNESCO — Historic Centre of NaplesHeritage referenceUsed for Naples as a long-duration Mediterranean city context around the Velutini origin geography.
EXT04UNESCO MAB — LanzaroteIsland referenceUsed for Lanzarote's volcanic Canary-Islands setting and biosphere-reserve geography.
EXT05Castilla y León Tourism — Castle of AmpudiaLocal place referenceUsed for the Castle of Ampudia as external place corroboration around the early Herrera anchor.
EXT06UNESCO — Paris, Banks of the SeineUrban heritage referenceUsed for Paris as broad city context; family-specific Paris claims still come from Banvelca pages.
EXT07Stadt Uslar — StadtgeschichteMunicipal referenceUsed for Uslar's official town-history frame and first documentary mention.
EXT08UNESCO Global Geopark Thüringen Inselsberg - Drei GleichenLandscape referenceUsed for the wider Drei Gleichen landscape and place-memory setting.
EXT09Erfurt Tourismus — Gleichen CastleCastle referenceUsed for the Gleichen Castle page and the three-castle grouping of Gleichen Castle, Mühlburg Castle, and Wachsenburg Castle.
EXT10Archivo Histórico Municipal de Teguise — Título de Conde de Lanzarote para Agustín de Herrera y RojasArchival title referenceUsed as official corroboration for the 1567 Count of Lanzarote title grant to Agustín de Herrera y Rojas.
EXT11Archivo Histórico Municipal de Teguise — Corroboración del título de Conde de LanzaroteArchival title referenceUsed as official corroboration for the 1569 confirmation step in the Count of Lanzarote title record.
EXT12Archivo Histórico Municipal de Teguise — Concesión del título de Marqués de Lanzarote a Agustín de Herrera y RojasArchival title referenceUsed as official corroboration for the Marqués de Lanzarote grant to Agustín, with data crónica of May 1, 1584.
EXT13Banco Santander Form 20-F via SECRegulatory filingUsed as external corroboration that Banco de Venezuela and Banco Caracas merged into the new Banco de Venezuela on August 17, 2002.
Beyond family-domain prose

Reading leads and contextual material

The source domains already surface a few reading leads that can support better long-form pages over time. This pass closes the mapping work by turning them into exact review-queue items with named claim clusters, but not yet into adopted claim-level authorities.

CodeWorkMetadata now recordedPortal status
BIB01Los amos del valleFrancisco J. Herrera Luque; Pomaire, 1979. The Enciclopedia de la Literatura en México also records a later Monte Ávila edition.Mapped review queue: Caracas, Hacienda de La Vega, and Herrera Family. Preview-level cues suggest Caracas Valley social memory, Herrera-linked valley context, and estate-setting language; claim-level support still requires direct reading.
BIB02Don Agustín de Herrera y Rojas, I Marqués de LanzaroteManuel Lobo Cabrera and Fernando Bruquetas de Castro; 1995; Cabildo Insular de Fuerteventura and Cabildo Insular de Lanzarote; ISBN 84-87461-37-9.Mapped review queue: Agustín de Herrera, Lanzarote, and Orders and Distinctions. Description-level cues point to biography, Lanzarote governance/conflict, and title interpretation, but archival title records remain primary until the book is directly read.
BIB03La Vega: A Colonial CasaFederico Vegas; photographs by Gonzalo Galavis; E. Armitano Editor, 1988; ISBN 9802160385 / 9789802160389.Mapped review queue: Hacienda de La Vega, Caracas, and Estates. Preview-level cues suggest estate architecture, site layout, and Caracas Valley domestic-landscape context; claim-level support remains pending direct reading.

This review wave is complete as a mapping task: each bibliography item now has exact target pages and claim clusters. That still does not mean the works have already been used as direct factual authority on those pages.

How the portal is governed

Editorial and technical standards

These documents do not provide family-history facts. They define the publishing standards used to make the site original, understandable, and easier to trust.

CodeStandardRoleApplied to
G01Helpful, reliable, people-first contentEditorial benchmarkOriginality, sourcing, about pages, and trust signals.
G02Article structured dataTechnical benchmarkVisible dates and article markup discipline.
G03ProfilePage structured dataTechnical benchmarkOrganization and person profile-page patterns.
G04Intro to structured dataTechnical benchmarkOverall schema implementation discipline.
Where the ledger should grow

Next-source priorities

The portal already has enough raw material to launch strong overview pages, but the next stage of authority will come from expanding the source base rather than multiplying thin pages.

Priority one

Deeper archival corroboration

The first institutional place-source pass is in place, and the chronology-risk pages now have initial archival and regulatory hardening. The next credibility gain is direct review of the remaining unresolved residue: the 1548 Agustín reference, the family-domain life frame, and the Banco Caracas family-transition layers.

Priority two

Bibliography integration

The review queue is now mapped to exact claim clusters. The next step is direct full-text reading so these works can graduate from metadata and preview cues to annotated, claim-level support.

Priority three

Lineage normalization

As genealogy pages expand, the ledger should track preferred spellings, variant spellings, and date uncertainty so the site remains internally consistent.

Traceability

Source basis for the Sources page

This page is itself a secondary organizing layer. It exists to make the strongest raw material legible and reusable across the portal.