March 24, 2017

How to Use Evernote for Genealogy: The Ultimate Education

organize genealogy with EvernoteUsing Evernote for genealogy will make you a more efficient and effective researcher.

Genealogists all over the world are harnessing the power of Evernote to organize their family history researchThis free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.

Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”

Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!

Here’s how to get started

1. Download the free Evernote software here.

2. Create your free or premium Evernote account. (Click here to learn more about Evernote account options.)

3. Go to your Account page and make note of your unique Evernote email address. (Help>Go to My Account Page>Account Summary and scroll down to “Email Notes to.”)

4. Download the free Evernote web clipper for your web browser.

5. Download the free Evernote app from the App Store or Google Play and sign in to your account.

Now you’re ready to use Evernote to collect your research content and source citation information!

Here are 5 ways to add content to Evernote

1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.

2. Drag and Drop: Images, scanned  documents and other multimedia content can be dropped right into new or existing notes.

3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.

4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.

5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.

Resources for Success

There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).

FREE YouTube Video Series: Evernote for Genealogy

I’ve posted two videos so far on my free YouTube series:

Evernote for Genealogy Quick Reference Guide

Evernote for Genealogy Quick Reference GuideMy laminated quick reference guide is super handy for every day support! Available for both Windows and Mac, this guide includes:

  • A Getting Started Checklist
  • Quick Keystrokes
  • Getting the Most Out of Clipping
  • Maneuvering the Desktop Client
  • Genealogical Organization
  • Little-Known Search Strategies
  • Specialized Genealogy Focused Techniques
  • Comparison of Evernote Pricing Tiers

The Ultimate Evernote for Genealogy Education

Ultimate Evernote Education abbreviatedGenealogy Gems website Premium members have a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for Genealogy Education video series. This series includes the following full-length and mini-series classes:

“Get Started with Evernote”  Mini Series
Episode 1 – Signing Up for Your Free Evernote Account & Downloading the Desktop App
Episode 2 – Getting the Web Clipper
Episode 3 – How to Clip Using Evernote’s Desktop Clipper
Episode 4 – How to Clip Content Using Evernote’s Browser Web Clipper
Episode 5 – How to Use Evernote’s Web Clipper for Chrome

Evernote genealogy family history organizeKeep up on all my latest Evernote news and Q&As!

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Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!