Inherited Genealogy Files: Adding Source Citations to an Inherited Family Tree

Adding Source Citations is our third post in the Inherited Genealogy Files series, and in this post, we answer a listener’s question.

We recently received this letter from a Genealogy Gems Podcast listener, Cristy. She says:

Thank you for your tip about starting from the present and working backwards. I was having a hard time knowing where to start. I had inherited a tree passed from my mom and my great-grandmother, that when combined with the information my husband’s aunt gave me [I had a] tree with almost 1200 names. But the information from my great-grandmother and my aunt does not have any sources and all of my mom’s sources got lost in our various moves over the years. She only had her old school database that just had the facts and no sources.

I determined that a genealogy book my mom used as a source for one of our lines [had been] copied [from] an older genealogy line that has been proven incorrect. So, my goal has been to re-find my mom’s sources and document everything. I didn’t know where to start. I have now made a second tree in my database keeping the original as a place to start and only putting what I have proved using actual sources and attaching the documentation as I go. Your episode on the Genealogical Proof Standard was really helpful. It will be a big help as I clean up my tree.

Finding Source Citations for Your Inherited Family Tree

Let’s first give a brief definition of source citation.

Source Citation: the information that tells your reader where you obtained a particular piece of genealogical data.

For example, a family tree should include a source citation for the birth date and place, the death date and place, and the marriage date and place…and that’s just the start.

Finding source citations is really easy if you are using FamilySearch. Let’s say I used a death record I found online at FamilySearch as the proof of my ancestors death date. What is so wonderful about using FamilySearch.org for finding records is that it includes a source citation for you to copy and paste. Take a look.

Adding source citations from FamilySearch

You can highlight the source citation text and copy it into your genealogy software. A bonus is knowing that FamilySearch is free and easy to use.

Adding Source Citations for Genealogy to RootsMagic Software

As I mentioned above, you can take the source citation you found on FamilySearch and copy and paste it into your genealogy software. RootsMagic is the genealogy software we here at The Genealogy Gems Podcast use (and we are proud that they sponsor our free Genealogy Gems Podcast.) It is an easy-to-use and effective software for both PC and Mac users. (To learn more about using RootsMagic, read here.)

Using RootsMagic, let’s add a source citation to an event in a family tree:

Adding source citations to RootsMagic

In this example above, we have double clicked on Clarence’s name and opened up the Edit Person window. We would like to add a source citation for Clarence Bowser’s death date and place. In the line for death, we click on the box in the source citation column. The source citation column is indicated by that little icon that looks like a record.

At the pop-up window, we click Add new source and from the options, choose Free Form and click OK.

Adding source citations to database

Now, let’s assume you copied the following source citation from a record you found at FamilySearch.org:

“Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN : accessed 8 December 2014), Clarence W Bowser, 09 Nov 1958.

The first part of the citation is the title of the collection and the location you found it. “Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN. That front half of the citation is going to go in the Footnote area of the next pop-up window. The remainder of the citation you copied is going to go in the Page field. Then click, OK.

correctly adding source citations

Notice, the entire footnote at the right of the screen looks like the one you copied from FamilySearch. You may wonder why on earth we separated the citation. Because, RootsMagic is going to remember you have a source citation from Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007. The next time you find an ancestor’s death record in this index, you will not need to click Add new source. Rather, you will click Cite existing source, and choose the Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007.

Adding source citation for death record

At the next screen, the Footnote field will already be filled out for you. All you need to do is fill in the Page field with the back-half of the new source.

Adding source citation for other record

More on Adding Source Citations for Genealogy

Evernote for Genealogy Quick Reference GuideIn addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”

You can get loads more tips and tricks in our helpful Evernote for Windows for Genealogists quick reference guide (also available for Mac users). Also, get a quick overview about this amazing product from this video clip on our YouTube Channel.

Evernote vs. OneNote, Free vs. Paid, What’s a Genealogist to Do?

Is your head swirling with questions such as Evernote vs. OneNote? Or are you wondering about free vs. paid accounts? These are common questions and I have some uncommon, but very effective, solutions for you! Here’s an email I received recently from a Genealogy Gems Premium member on just these questions and the solutions I dished up to answer them.Evernote vs. Onenote Free vs. paid

Sherri’s Dilemma and Questions

I have been a very satisfied premium member for a few years now. Given the recent limitations on the free version of Evernote only to be used on two devices, how does [OneNote] compare to Evernote? I was very disappointed with the new pricing model. I use Evernote on my desktop PC, my laptop, my iPad, and my iPhone. Now, I have to choose which two devices to use it on. Sometimes I use my laptop and sometimes I use my iPad when I am out. Other times, I might be somewhere unexpectedly and only have my iPhone with me. And of course, most of my computing is done at home on my desktop PC so I must have it loaded there. What a dilemma!

Since I am on a limited fixed income, I can’t afford to pay to add devices for my notes. Luckily for me, I have only begun to get “addicted” to using Evernote and only have 224 notes so far. If I need to transfer to another application, it would be much easier to do it now rather than later.

A short while later I received this follow up email from Sherri:

Hi, Lisa. Me again.
I do listen to you, but sometimes I panic and scream for help before calming down and remembering your advice. LOL

I took your advice and searched YouTube for “Onenote vs Evernote.” I found a couple of very good videos by dottotech. His comparison videos are “Evernote vs OneNote – 5 Key Differences” and “Evernote vs OneNote Follow Up Q&A – ADT 28.” I was hoping he would compare the free version of Evernote with the free version of OneNote. He made a big deal out of the searching capabilities of Evernote over OneNote, but the new basic Evernote doesn’t search text in PDFs or in Office docs (per Evernote’s feature comparison). Also, you really have to rely on having really good tags [to find what you are looking for.] The new basic only OCRs text in images. That being the case, it seems the searching on text capabilities are better in OneNote, but the tag feature in Evernote makes it more robust. Too bad OnNote doesn’t have tags or keywords or something to categorize the notes. It does, however, have the ability for more notebooks and sub-notebooks than Evernote does and lets you organize like you would paper. That would be an attractive feature for many.

He did give me a good idea in his video “Evernote’s New Pricing Good Deal? Bad Deal?.” He suggested we keep the Evernote app on our mobile devices and use Evernote in the browser on our PCs and laptops. That just might work for me, but I don’t like Evernote’s user interface on the browser. I don’t know if I can work with it that way.

My biggest concern with OneNote, however, is that it uses OneDrive for the cloud syncing part. I received an email from Microsoft that on August 10 [2016], my free OneDrive storage will be reduced from 30 GB to 5 GB! I spent a lot of time reducing my used storage to 4.4 GB. The biggest thing I use it for is to store the media files that my RootsMagic file links to so that I will have them available from my laptop or iPad. I also keep my RootsMagic family file in Dropbox so that the RM app will always have the most current data, rather than having to remember to copy it to Dropbox after each use.

Evernote vs. OneNote

I totally feel your pain and understand your dilemma. In the last decade of tech in particular, the “freemium” model has been used by loads of online services (websites and apps) to get folks to try their service, and hopefully love it and be able to pay for richer features. After several years, the pressure is on to pay back investors and sometimes just simply stay afloat. It is then that the right to change the terms gets invoked. You cited two great examples: Evernote and OneDrive.

As a small business owner myself, I can appreciate the need to stay afloat so that you can continue to provide quality services to people who need them. That’s why, with my top favorites in tech, I take the plunge and pay for the upgrade in service if I possibly can. I figure that I’m helping them to keep doing what they are doing and I will reap the benefits. But, we all have our economic limits and sometimes we have to get more creative in order to continue using the services.

In reading your emails, I saw some opportunities for creativity. Since I imagine there are others out there struggling with the same questions, I’m going to lay them out here, as well as on the Genealogy Gems podcast, in hopes that it will help you and other Gems.

Free vs. Paid

If I were a heavy Microsoft Office user like Word and Excel, and if I really wanted those documents to integrate with my note-taking system, then I would go with OneNote. OneNote is built to do just that. Otherwise, I would opt for Evernote, particularly if I already had my notes in Evernote. Note-taking is Evernote’s entire business, which means all of their resources are thrown at it. OneNote is just one small program among the Microsoft giants. Also, I find the tagging/searching features to be truly excellent!

You also touched on something that differentiates Evernote from OneNote. Evernote limits how much you can upload each month (free=60MB, Plus=1GB), but there is unlimited storage. OneNote is connected to OneDrive with a free limit of 5GB total storage. Currently, you can get 50GB for around $2/month. (Of course plans can change, so check their websites for the most current pricing and limits.)  I believe it may also be possible to connect OneNote to another storage service if you so desire. So, the way that you create notes could help you with the decision. A heavy note-taker would probably be better off with Evernote Plus with tons of monthly uploads and no storage limits. However, a lighter note-taker would probably save money with OneNote and the free storage of OneDrive.

If after careful consideration you decide to throw all your notes into the Evernote basket, then there is a decision to make: free vs. paid, and if paid, which plan? I bit the bullet and bought the Plus service which falls price-wise between free and Premium. I want Evernote to stay around and considering how important my genealogy research notes and all the other notes in my life are, $3.99 a month seems like a bargain. I spend that on one Starbucks coffee! With the Plus service, you get unlimited devices and your monthly upload soars from 60 MB to 1 GB. You just bought yourself a lot less stress and a lot more freedom to research genealogy.

If you feel it’s in your best interest to stay with the free version of Evernote, then let’s get creative:

Creative Solution #1: I suggest in my lectures, like dottotech did in the video, that you can use your two allowed devices for those you use most often. For me, that would be my desktop computer and my phone. For you, it may be your phone and your laptop. Remember, you can always use the website app at www.evernote.com in any web browser, both on a computer or mobile device, to access your notes. It does not count toward your device allowance. I prefer the desktop software and app over the website version, but it does do the job.

Use Evernote for Genealogy Computer fileCreative Solution #2: If you have a tablet and a phone you may be tempted to make them your two free devices and then use the web version of Evernote on your home computer. However, while you may carry your tablet with you much of the time, you probably always carry your phone with you. With a two device limit, in my mind, having both of your mobile devices be the primary devices using the app is pretty redundant and unnecessary. Instead, consider having your phone (which you always carry,) and your home computer or laptop (which you likely use a lot) be your primary devices.

If you don’t want to use your browser on your tablet, I have a solution for you straight out of my book Mobile Genealogy: How to Use Your Smartphone and Tablet for Family History Research. You can use the free Chrome Remote Access app and service which allows you to access and use your computer from your tablet and smartphone. Get it here for Android, and here for Apple devices.

Start on the PC that you are going to access remotely and open the Chrome browser. Then, head to the Google Play store and download the Chrome Remote Access extension.

After setting it up, fire up the Chrome Remote Access app on your tablet and use the Evernote desktop software on your computer remotely. You’ll be able to do everything you want to do on the Evernote software from your tablet. You will also be able to access all of those notes later on your phone or through your tablet’s browser with evernote.com.

This handy solution is going to solve your challenge with the size of RootsMagic genealogy database files. Since you can now access your computer remotely with your tablet, there’s no reason to keep the file on OneDrive! (But please do be sure that your computer is backed up! I recommend and use Backblaze. Click here for more info on that.) You can now work directly on your RootsMagic software even from your tablet or smartphone. Isn’t technology fabulous?

I hope these ideas help you make the decision that is right for you and right for your family history. My personal goal, and our goal here at Genealogy Gems, is to help you succeed in the pursuit of your family history!

Resources

mobile genealogy bookBook: Mobile Genealogy by Lisa Louise Cooke

Video: Evernote for Genealogy: What It Is, & Why You Would Use It at the Genealogy Gems YouTube channel.

Premium Videos:

All of these videos are available to Genealogy Gems Premium Members. Sign up and gain access here.Genealogy Gems - Family History Podcast and Website

How to Organize Notes in Evernote Notebooks

how to organize notes in Evernote notebooksUse these step-by-step instructions to organize notes in Evernote notebooks.

Recently Donna watched one of my Evernote for genealogy webinars. She wrote in afterward to give the webinar a thumbs-up and ask this question about how to organize notes in Evernote notebooks:

“I…have been happily using Evernote for a while now so I already have lots of notes, notebooks and stacks. Got web clipper, made my Genealogy and Personal notebooks, added tags you suggested, and discovered Evernote Clearly is no longer available. But you’re right, I’ve lost some of the notes in the myriad. What is the best way to begin putting notes into the new Genealogy & Personal notebooks?  Is there another video on that? Thanks for being there for us, Lisa, All our stuff can become overwhelming if it can’t be organized.”

shortcut through time organize notes in EvernoteI’m so glad that Donna found the video helpful!

The thing about getting organized is that sometimes it can gobble up all your research time. So one approach I often recommend is just to move Evernote notes as you use them. That way you can keep researching, while getting more organized each day. As you create new notes you’ll be putting them directly where they belong, and as you use existing notes, you can tidy them up as you go.

If you feel more comfortable getting everything moved in one fell swoop, that’s good too. One way to save time is with a simple trick: decide what you have more of (Genealogy or Personal) and then move ALL your notes into that notebook. So if you have more Genealogy notes, all your notes will be in that notebook. Now you only have less than 1/2 of your notes that need to be moved to Personal.

You can move the rest to the other notebook by selecting multiple notes at once. Here’s a step-by-step breakdown:

1. Click the Genealogy notebook in the left column.
2. In the center column are all of your notes. Click the first note in your list to be moved.
3. Hold down the Control key on your keyboard.
4. Now click to select each additional note you want to move to the Personal notebook. (Use the wheel on your mouse to scroll down as you need to.) Your notes will be collecting in the right-hand window pane, and a dialog box will appear.
5. In that dialog box, click the Move to Notebook button and click to select the desired notebook from your list (ex. Personal).
6. For good measure, click the Sync button to manually synchronize all of your notes.

I heard back from Donna with this comment:

Thank you Lisa! Within a matter of minutes I was able to move my notes and notebooks into the two stacks.  Now that Personal and Genealogy are separated, I’ll follow your suggestion to tidy up the notes as I go and add all my tags (which I hadn’t realized the importance of before the video). Ahhhh!  It feels so good to have it clearly organized! You rock, Lisa!”

Ultimate Evernote Education abbreviatedThis website is packed with resources for using Evernote for genealogy! Click here to find free tips and videos to get started. To REALLY make Evernote work for your family history, become a Genealogy Gems Premium website member. Members have a full year’s access to my Ultimate Evernote Education for Genealogists instructional video series with their membership.

How to Print Merged Images in Evernote

evernote for genealogy save merge images in notesNeed a better understanding of how to print merged Images in Evernote? Here’s a Q&A from a reader.

Recently I heard from Joe, who was trying to merge screen clips into a single image and note. He found that after he merged the screen clips, “the merged clips appear as one note on the screen. However, when I try to print or save the merged note, only the portion under the cursor is printed or saved. For example, after I right clicked on this obit to ‘Save as,’ only the top or bottom part was saved to another directory on my PC.

How can I make the vertical bar on the right encompass ALL of the merged clips, rather than just one of them, depending on where the cursor is located? Here is an example of my problem. When I print the obit, a small, top portion prints on page 1, then the large, bottom portion prints on page 2. Thanks in advance for your help!”

Here’s how merged images work in Evernote:
Joe clipped the item in pieces. Each piece is an image, and each piece saved as a separate note. Then he merged them all together. “Merge” means they were all put in one note, but it doesn’t mean the separate images were actually stitched together to make one single image.

How to Print Merged Images in Evernote

The end result is multiple images in one note. That’s why when Joe goes to print, Evernote prints each image on one page. Of course, he can always preview how the printing will come out.

How to Print Merged Images in Evernote

How to Print Merged Images in Evernote in a continuous format:
1. After merging the notes into one, click the Share button at the top of the note, and click “Share Note.” This will copy the URL for that note to your computer’s clipboard.

2. Go to you web browser and Paste the URL into the address field

3. With the entire note on your screen, use the Evernote Web Browser clipper to “Clip > Full Page.” This will create a new note with the entire obit in one image.

You can see the difference when you go to File > Print Preview in Evernote for the merged note and then the full page note. The merged note is broken up and the full page note is more continuous like the original obit, and likely over fewer pages. It’s an extra step, but should do the job if you really need the item to be reinstated as one image.

Print Preview full article

Whenever possible clip items from the web using the web browser clipper’s Full Page, or Article feature. It can capture what’s on the page even further down where you can’t see. (The exception would be items that appear in special “viewers” which is how sites like Ancestry display their images. In that case you need to use the Screenshot feature and clip what you can see on the screen, and then move down and clip the next portion separately.)

Thanks to Joe for his question!

Genealogy Gems: Your Ultimate Evernote Education

evernote heroThousands of genealogists use Evernote to keep track of their family history. Because everyone learns differently, I’ve created a variety of helpful resources in video, audio, print and online formats. The Evernote app and software are free to use–and so are many of my tutorials. Click here to learn (for free) how to get started in Evernote and how to access the ultimate Evernote education for genealogists!

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