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

(UPDATED May 22, 2020.) 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

Sherri wrote in with a question I frequently receive:

“I have been a very satisfied Genealogy Gems 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 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 (to stay with the free version.)

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 plan 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. 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 many online services (websites and apps). The intent is to get folks to try their service, and hopefully love it, so they will want 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.

One of the first things to consider when choosing between Evernote and OneNote is each company’s focus. Evernote is in the business of cloud note-taking. It’s all they do, and all of their resources are invested in the Evernote product. By comparison, OneNote is just one small program under the massive Microsoft umbrella. Cloud note-taking is not their core business. So on the score of company focus, Evernote comes out ahead. 

The next thing to consider is whether or not your are a very heavy user of Microsoft products such as Word, Excel, and other programs. If you use these heavily in your research and work, then you might want to go with OneNote since it is built to coordinate with those products. If not, then again Evernote would be my choice, particularly if I already had my notes in Evernote.  The good news is that in everyday use, you typically can’t go wrong with either. 

You touched on something that differentiates Evernote from OneNote. Evernote limits how much you can upload each month (free=60MB, Premium=10GB), 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 Premium 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. Check the current storage offering by Microsoft and OneNote here

Free vs. Paid

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 Premium service which falls price-wise between free and Business. I want Evernote to stay around and considering how important my genealogy research notes and all the other notes in my life are, $7.99 a month seems like a bargain. With the Premium service, you get unlimited devices and your monthly upload soars from 60 MB to 10 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 I’ve got some creative solutions for you:

Creative Solution #1: 

I suggest in my lectures 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. Like you, I prefer the desktop software and app over the website version, but it does do the job.

Use Evernote for Genealogy Computer file

We’ve got you covered on Evernote for Genealogy

Creative 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, 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 Desktop to remotely access and use your home computer from your tablet and smartphone. Get it here for Android, and here for Apple devices.

How to set up Chrome Remote Desktop access:

  1. Start on the computer that you are going to access remotely.
  2. Open the Chrome browser.
  3. Go to https://remotedesktop.google.com/ 
  4. Click the Get Started button and follow the instructions. 
  5. Leave your computer one and connected to the internet. It’s OK if your computer goes to sleep when you’re not using it. When you remotely access it, it will “wake up.”
  6. After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
  7. Connect the app to your home computer following the Chrome Remote Desktop instructions. (Your tablet will need to be connected to the internet for it to work.)

Now when you want to use the Evernote software on your home computer, you can gain remote access to it on your tablet using Chrome Remote Desktop. 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

Book: Mobile Genealogy by Lisa Louise Cooke available at the Genealogy Gems Store.

mobile genealogy book

Book by Lisa Louise Cooke

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

Genealogy Gems Premium Video Classes by Lisa Louise Cooke:

Genealogy Gems - Family History Podcast and Website

Members have access to hundreds of videos, downloadable handouts, and exclusive podcast episodes.

All of these videos are available to Genealogy Gems Premium Members. Sign up and gain access here.

 

Welsh Genealogy and More: New Genealogy Records Online

A new Welsh genealogy resource has been launched by the National Library of Wales! Other new genealogy records online: Canadian military bounty applications, English and Scottish newspapers, Peru civil registration, Swiss census, a WWI online exhibit, Massachusetts probate records, and Minnesota Methodist records.

(Full disclosure: This post contains affiliate links and I will be compensated if you make a purchase after clicking on my links. Thank you for supporting the Genealogy Gems blog!)

Featured: Welsh Genealogy

Article hosted at Welsh Journals Online. Click to view.

The National Library of Wales has launched Welsh Journals Online, a new website with its largest online research resource to date. It contains over 1.2 million digitized pages of over 450 Welsh journals. “Providing free remote access to a variety of Welsh and English language journals published between 1735 and 2007, the website allows users to search the content as well as browse through titles and editions,” states an article at Business News Wales. “The website also enables users to browse by year and decades and provides a link to the catalog entry for each journal.”

The collection is described as containing the nation’s “intellectual history,” valuable whether you want to learn about attitudes of the day, find old recipes, or explore popular products and fashions. According to the above article, “Welsh Journals Online is a sister-site to Welsh Newspapers Online, which was launched in 2013 and which last year received almost half a million visits.”

Canada military bounty applications

A new database at Ancestry.com contains the names of Canadian militiamen who served between 1866-71 against the Irish nationalist raids of the Fenian Brotherhood and survived long enough to apply for bounty rewards beginning in 1912. Raids took place in New Brunswick, Ontario, the Quebec border, and Manitoba; members of the Canadian Militia in Ontario, Quebec and even Nova Scotia were called up in defense. The database includes both successful and disallowed applications and some pension-related records for those who were killed or disabled while on active duty.

England newspapers

The British Newspaper Archive recently celebrated putting its 20 millionth newspaper page online! They’re running a flash sale: 20% off 1-month subscriptions until 6/20/17 with promocode BNAJUN20. New content there includes historical news coverage of:

Findmypast also recently announced 11 brand new titles and over 1.3 million new articles in its collection of historical British newspapers. New titles now available to search include Dudley Herald, Warrington Guardian, Willesden Chronicle, Goole Times, Weston Mercury, Annandale Observer and Advertiser, Bridgnorth Journal and South Shropshire Advertiser, Pateley Bridge & Nidderdale Herald, Fraserburgh Herald and Northern Counties’ Advertiser, Isle of Wight County Press and South of England Reporter, and Eastern Morning News.

Peru civil registration

Over a million indexed names have been added to FamilySearch’s existing collection of Peruvian civil registration records, which span over a century (1874-1996). According to the collection descriptions, these records include “births, marriages, deaths, indexes and other records created by civil registration offices in the department of Lima, Peru.”

Scotland newspapers

The British Newspaper Archive has added more newspaper coverage from Arbroath, Angus in eastern Scotland. Issues from 1873-1875 from the Montrose, Arbroath and Brechin Review have been added, bringing the total coverage to 1849-1919.

Swiss census records

A new collection of indexed images of the 1880 census for Fribourg, Switzerland is now searchable at the free FamilySearch.org website. According to the collection description, “Each entry includes name, birthplace, year of birth, gender, marital status, religion, occupation.”

This 1880 census entry image courtesy of the FamilySearch wiki. Click to view.

U.S.: WWI Online Exhibit

The Veterans History Project has launched a web exhibit complementing the Library of Congress’s exhibition “Echoes of the Great War: American Experiences of World War I. ” The three-part web exhibit will help tell the larger story of the war from the perspective of those who served in it,” states an announcement. “The first part is now available at loc.gov/vets/.  Part II and Part III will be available in July and September 2017.”

The Veterans History Project has on file nearly 400 personal narratives from World War I veterans. Watch some of these narratives in the video below.

U.S.: Massachusetts probate records

The New England Historic Genealogical Society has added a new database: Berkshire County, MA: Probate File Papers, 1791-1900. “Drawn from digital images and an index contributed to NEHGS by the Massachusetts Supreme Judicial Court Archives, this database makes available 21,143 Berkshire County probate cases filed between 1761 and 1900.” Watch this short video for tips on navigating this collection:

U.S.: Minnesota Methodists

The cover of an original Methodist membership register from the Minnesota conference archive. Registers often include members’ names, family relationship clues, baptisms, marriages and more.

Now it’s easier to locate records relating to your Methodist ancestors in Minnesota. The archive of the Minnesota Annual Conference of the United Methodist Church now has an online catalog of its holdings. The catalog contains about 700 items, according to a Conference press release, and continues to be updated regularly.

A Methodist conference is a regional geographic unit of government, similar to but often larger than Catholic dioceses. Each conference has an archive, to which congregations may send their original records. The online catalog has collections of photographs, archival material such as records of closed churches, and library material such as books about Methodism in Minnesota. Currently the catalog shows 42 collections of original church records, which are often the most useful for genealogists.

Stay current with new genealogy records online!

Sign up for Lisa Louise Cooke’s FREE weekly e-newsletter at the top of this page.

 

Unclaimed Persons Project Offers Opportunity to Apply Your Genealogy Skills

When the recent press release from  the Unclaimed Persons project crossed my desk, it jumped out at me in a very personal way. I majored in Forensic Anthropology (the study of human remains) in college, and was no stranger to coroner’s offices. I’ve witnessed first-hand what happens when a decedent enters a morgue, and it’s a very cold (literally!) and lonely experience. My passion for forensics stemmed from a desire to ensure that families wouldn’t be left wondering what happened to their loved ones. The Unclaimed Persons project focuses on the other side of that mission: ensuring that the loved one is reunited with their family and laid to rest with dignity.

Unclaimed Persons Project - image By P.J.L Laurens (Own work) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons

From an Unclaimed Persons project press release:

Alone in death and tucked away on dark shelves or cold gurneys in morgues across the country, thousands of deceased individuals whose names are known to coroners, medical examiners, and a handful of friends have no known family members to claim their remains. Homelessness, mental illness, long-term estrangement, deaths of all apparent next of kin, and other circumstances have severed familial connections. Ever-increasing caseloads and shrinking budgets make it nearly impossible for medical examiners, coroners, and investigators who cannot quickly identify family to find deceased individuals’ relatives without help.

Unclaimed Persons project uses genealogy skills

Many people are aware that it can be a real challenge when a coroner obtains a John or Jane Doe, an unidentified person. It presents the difficult task of identifying the person. But few people know that in fact the even bigger problem consuming morgues today is unclaimed persons, rather than unidentified ones: individuals who have passed but with no trace of living relatives to come and claim them. Thus, the Unclaimed Persons project was born! In 2008, genealogy author, speaker, consultant, and on-air expert Megan Smolenyak Smolenyak started this organization online. She shares how she got started working with these cases in this video:

“My first time that I worked with a coroner’s office was actually sort of an accident. I was just reading the newspaper and I tripped across this article about the situation of these people who are essentially unclaimed people, people whose next-of-kin just can’t be found. And I was reading about a couple of the actual examples they gave, and one of them made a fleeting reference to a particular case where they actually had the fellow’s family bible. And that’s what made the connection for me that ‘Aha! Maybe I can use the genealogical sleuthing skills to find these families as well.” -Megan Smolenyak Smolenyak

After assisting two coroners with unclaimed persons cases, Megan founded a Facebook group with the goal of solving even more unclaimed persons cases. The online community of volunteer researchers joined forces with medical examiners, forensic investigators, and coroners to help reunite families and bring closure so that the dead can finally be laid to rest.

Unclaimed Persons is now celebrating their 9th anniversary with the launch of their new website, and to date have solved 471 cases with a 70% solve rate! But the unclaimed epidemic in morgues persists, and Unclaimed Persons is always recruiting more volunteers. As it turns out, family history enthusiasts make some of the best detectives in these cases! Genealogists combine classic sleuthing skills with their knowledge of family record keeping to track down even the most elusive relatives. This is a wonderful opportunity for genealogists to use their specialized training for an even greater good.

unclaimed persons project statistics

500+ veterans escorted the unclaimed remains of seven Iowa veterans to their final resting place at the Iowa Veterans Cemetery, Van Meter, Iowa, in 2009. U.S. Navy photo by Senior Chief Petty Officer Gary Ward 

How you can help the Unclaimed Person project

You don’t have to be a seasoned genealogist to be a volunteer! Anyone with an interest is welcome to join. Visit https://unclaimed-persons.org/ to register as a member. You will need to complete a member profile with your basic information, and agree to Unclaimed Persons Forum Rules. Unclaimed Persons encourages researchers to have access to tools such as Ancestry.com, GenealogyBank.com, historical newspaper archives, and other online subscriptions related to genealogical research. However, there are many publicly available online databases that can also help with your research.

As an Unclaimed Persons volunteer, one of the most important things to know and adhere to is that researchers should not contact identified family members, nor should they contact coroners directly. Each case is assigned a case manager, and all discoveries should be sent directly to them. This may seem like an unnecessary step, but in fact it ensures that coroners, medical examiners, and investigators are not inundated or hindered with duplicate information and can continue to manage their daily workloads.

And Unclaimed Persons feels very strongly that contacting even one family in error would jeopardize the high standards and reputation of the organization. While the ultimate goal is bring closure for family members, the primary focus of Unclaimed Persons is to assist these agencies with the difficult task of locating them, rather than to be the ones delivering the news directly. But for your own sense of closure, Unclaimed Persons will announce on their Facebook group page and their online forum when a case has been solved so you and the other volunteers can celebrate together!

like buttonIf you don’t have time or resources to help with research, you can still help Unclaimed Persons by ‘Liking’ their Facebook page and sharing the cases among the genealogy community. You can also follow Unclaimed Persons on social media for announcements of new cases where you may have information or experience that can help (specific locations, surnames, etc.).

Click here to learn more about how to become a volunteer member.

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