The Evernote for Windows upgrade has received a major face-lift. It is getting some great reviews online. Here’s what to love about it.
If you’re a Windows user and you’re still not using Evernote to organize your genealogy and the rest of your life, perhaps it’s time to take a look and see if it’s right for you and your research.
If you’re already a user, a new Evernote for Windows upgrade will make your experience all the better.
Evernote for Windows Upgrade New Look and Functionality
The Evernote blog explained that their goal “is to provide an experience that feels natural and familiar for Windows users. Our latest version is designed for all types of Evernote Windows users in mind, whether you have just a handful of notes or thousands of them.” They continue to say, “We began by paring down the left sidebar for a more streamlined workflow, so you can find and manage your content even faster.”
Here’s a run-down of the improvements they’re touting:
A new higher-resolution display looks crisp and clean, even on high-resolution screens.
The left sidebar is pared down for a more streamlined workflow. This makes it easier to find and manage content. For example, you can select Notebooks to pull up all notes in the Note list, and expand the Notebooks section to see all the notebook stacks and notebooks. You can drag and drop notebooks between stacks. The trash is now its own section.
A new quick navigation feature lets you hover over the Notebooks section and jump quickly to a specific notebook or create a new one. This also works for tags.
The search is smarter and more powerful, even for those with complex tags and tons of notes. It also feels more like web browser searching. You can widen or narrow your search to specific notebooks. The search system will rummage through your Evernote Trash now, too.
Image by Evernote.
There’s a new color-coding system to let you mark important notes. So far, this is pretty popular with dedicated Evernote users.
And finally, if you use Evernote Business, you’ll find a new separation between business and personal content.
It’s worth noting that the upgrade takes a while to complete and while it’s happening, you won’t be able to use Evernote. And at least for now, the saved searches of previous versions have disappeared. Evernote says that’s temporary.
What others are saying
TechTimes says the new Evernote for Windows has “a slew of improvements bound to enhance the overall experience.” Engadget.com calls the upgrade “a streamlined, cleaner approach with refinements addressing the sidebar’s design and functionality.”
How to get organized with Evernote!
Click here to learn about how to get started with Evernote, and more about using Evernote to organize your genealogy life.
What do you think about the new upgrade? Feel free to share your experience in the comments section below.
With about 1/3 of Americans claiming British ancestry, chances are that at some point you will need to extend your research across the Atlantic Ocean. Genealogical research in the British Isles has some important differences when compared to the United States. Guest blogger Kate Eakman, a Senior Researcher for Legacy Tree Genealogists, clarifies confusing terms and helps you get your research started on solid footing!
Britain? England? The United Kingdom?
When beginning British genealogy research, it’s important to first talk about the difference between British and English research. There are several terms which get used interchangeably but which really refer to different locations.
Great Britain is an island, the largest island in the British Isles.
On the island of Great Britain are three of the four sovereign nations which make up the United Kingdom, or the U.K.: England, Wales, and Scotland. Northern Ireland on the island of Ireland is the fourth country of the U.K.
The four countries of the United Kingdom and the Republic of Ireland. Map courtesy Nate Parker.
Usually, when people talk about their British ancestors, what they really mean are their English ancestors. Although we Americans often treat the two words as interchangeable they really aren’t, and I suspect our English friends giggle a bit when they hear us misuse the words.
The four countries of the U.K. have some similarities but many important differences, and that is equally true for genealogical research. Rather than trying to explain all of those differences, this post will focus on English research.
One last thing to keep in mind when we talk about genealogical research in England is that today the country is divided into counties, which are sort of the equivalent of states in the U.S. Older records might refer to those counties as shires, and over time the borders have shifted, shires and counties were added, divided, or absorbed into each other. So a good map or two will be a useful tool to keep handy while you research your English ancestors.
Usually, when people talk about their British ancestors,
what they really mean are their English ancestors
What do you know?
Before beginning British genealogy research and making that leap across the pond, it is a good idea to consider what you already know about your English ancestors. Of course, you have a name, and you probably have an approximate date of birth.
Were you fortunate enough to find the name of a town or county where that ancestor lived or do all of the census reports and vital records simply say “England”?
If the ancestor arrived as an adult, what occupation did he pursue?
When did he or she arrive in the U.S.? Are there any clues on the passenger list to tell you where to start looking?
Once you have reviewed all of the information you have already acquired about your English ancestor, it’s time to start your research.
Beginning British Genealogy Research with the Census
The first step in most genealogical research is to study the existing census reports. Designed as a means to count the population for a variety of years, the census of Great Britain (including Scotland) is taken every ten years with the earliest records available in 1841. Due to very restrictive privacy laws, the most recent census available is from 1911, with one really valuable exception being the 1939 Register, available at FindMyPast.
Used for genealogical purposes, the census can give a snapshot of the family at the time the census was taken, as well as provide invaluable information such as the birthplace of the individual being recorded, occupation, birth year, and familial relationships. Elderly parents, or widowed mothers, aunts, or sisters, can be discovered living with younger members of the family.
Drawbacks of using the census for genealogical purposes include inaccurate name spellings, inaccurate age reporting, and inaccurate assumptions made by the enumerator. Another thing to keep in mind is that in the 1841 census the enumerated rounded down to the nearest five years the ages of people over 15. So a person who was listed as 25 could have been 25 through 29 years old.
It is important to remember that for the census reports through 1901 the enumerator copied the household information into books, and these copies are what we have today. Of course, when information is copied it is susceptible to error. The person who completed the census form may have had difficult-to-read handwriting, or the enumerator may have entered things on the wrong line. The individual reports have been kept for the 1911 census and offer a greater likelihood that the information they contain is very accurate.
An example of a transcription from the 1891 English Census from Familysearch.org.
Detailed transcripts of English census records are available for free on FamilySearch and the images can be found for a fee at FindMyPast.
It is important to remember that for the census reports through 1901 the enumerator copied the household information into books, and these copies are what we have today.
Civil Registry of Vital Events
All English births, marriages, and deaths were required to be registered in a civil registration office beginning in July of 1837. In addition to the records themselves, there are indices which list the name of the person who was born, married, or died, the place where the event was registered, and the quarter and year in which the event occurred. Because the General Register Office (GRO) will only search one year on either side of the date provided, it is best, but not required, to include the index information when ordering documents from the GRO.
Free BMD is a free database which allows you the most freedom to search for the birth, marriage, and death index record of your relatives. You can enter whatever information you know including the place where the event happened, a specific year or range of years, age, and mother’s maiden name.
Depending on the time period, the index may be handwritten or mechanically printed. The information can then be used to order a copy of the actual record from the General Register Office (GRO) in England for about $10 per record.
An example of handwritten (left) and mechanically printed (right) birth index entries. Photos courtesy https://freebmd.org.uk.
The information contained in birth records includes:
Name, date, and place of birth;
Father’s name (if given at time of registration), occupation; and
Mother’s name, maiden surname.
The parents’ places of birth were added after 1969, and the mother’s occupation is listed after 1984.
Marriage records include:
Date and place of marriage;
Name, age and marital status (spinster/bachelor, widowed, divorced) of the bride and groom;
Occupation and usual address;
Name and occupation of the fathers of the bride and groom, with a note if either man was deceased at the time of the marriage;
Names of the witnesses;
Name of the person who solemnized the marriage.
Death records in the United States are often relied upon to provide the names of the parents. English death records do not include that information and therefore are not as useful for genealogical purposes. Each death record includes:
Name, date, and place of death;
Date and place of birth (before 1969 a certificate only showed age of deceased);
Occupation and usual address;
Cause of death;
The identity of the informant.
There are other records available, which we will talk about in a later post, which can be used to find and trace your English family members. The largest group are the religious records, and sometimes those can help you extend your family back in time to the 1600s – 400 years or more!
Beginning British Genealogy Important Take-Aways…
“Great Britain” is an island. “The United Kingdom” is a country. And “England” is a country. Normally, when people are talking about their British ancestors they are referring to their English ancestors.
England has counties, or what used to be known as “shires,” which function sort of like our states. The borders have changed over time, as have some of the names, so use a map when necessary to verify where you are researching.
Census records are available from 1841 through 1911. Really good transcriptions are available for free at Family Search, or on the for-fee site Find My Past. And remember that age idiosyncrasy about the 1841 census.
Finally, civil birth, marriage, and death records are available from the GRO. You can use the index listings to find the most likely match for your ancestor, and those can be found online at Free BMD.
Have fun and good luck finding your English ancestors!
Kate Eakman is a Senior Researcher for Legacy Tree Genealogists, a worldwide genealogy research firm with extensive expertise in breaking through genealogy brick walls.
Click here to learn more about Legacy Tree services and its research team.
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In Elevenses with Lisa episode 74 Lisa Louise Cooke answers the question “I inherited the family genealogy – NOW WHAT?!”
You’ll learn:
how to get started dealing with genealogy research that’s been given to you
organizational strategies
incorporating the inherited genealogy into your research
what to do with inherited genealogy materials you don’t want to (or can’t) keep
Original air date: Oct. 14, 2021.
Episode 74 Show Notes
(Get your ad-free cheat sheet download in the Resourcessection at the bottom of this page.)
I Got Handed the Family Genealogy, Now What?
Inheriting genealogy is a big responsibility and can be a bit overwhelming. Even if you haven’t been fortunate enough to receive much from other researchers in your family, chances are your descendants will be faced with inheriting your research. That’s why this week’s Elevenses with Lisa episode 74 is for everyone!
As exciting as it can be to receive new genealogical information, it presents challenges such as:
figuring out if each piece of information is correct,
finding a way to process it and blend it into what you already have (or if you’re new to genealogy, what you DON’T have!)
finding a place to put it,
and making the hard decisions about what you can’t keep.
So in this video I’m going to share with you my top strategies that I’ve used myself more than a few times. So take a deep breath, grab a soothing cup of Chamomile tea, and let’s get started.
I’ve received many emails over the years from folks who have faced the challenge of inheriting genealogy research done by another family member.
Jim R wrote me to say:
“I am going through my family tree and have a question. My aunt spent a lot of time back in about 1985 and had a huge hardback book of printed up of the family tree. But I was told by a few family members that some of the information in it isn’t true. How do I go about doing my own research, and properly compare the info? I need to figure out what is right and what is wrong. This is fun, but frustrating at the same time. Thanks.”
Don’t Take Inherited Genealogy at Face Value
Accuracy (or lack thereof) can a real issue when we receive someone else’s work. We can’t just take it at face value, especially if the researcher did not cite their sources. There’s no way to know if an ancestor on their tree is truly your ancestor until you look at the genealogical source documents for yourself. If they haven’t listed which sources they used, you’ll have to go find them. The good news is that it should be a little easier to find them based on the information provided about the ancestor. Usually when you get a family tree from a relative, it will at a minimum include important dates like birth, marriage and death, and hopefully some of the places where those events occurred.
Jim inherited a large, compiled history book, but you may be fortunate enough to receive an entire lifetime’s worth of research. Well, some folks would feel fortunate, others may not! No matter how much you’ve inherited, the genealogical process remains the same: start with yourself and work backwards. It may be tempting to start focusing on new ancestors you see in the family tree you just acquired, but resist the temptation. We must always prove the relationships connecting us to each generation going back in time so we don’t end up adding someone to the tree who doesn’t belong there.
So let’s stop for a moment and go back to the beginning, when you first inherit your relative’s genealogy research. What do we do first?
Assess what you have inherited.
Jim received one big book. But if you’re like me you may have received boxes of items, many loose and unorganized.
I like to divide it up by families and place each pile into a separate bin, in chronological order as much as possible. I use clear stackable bins because you can see what’s inside. I’ve used these for years and never detected an ounce of damage. Damage is more likely to come from heat, moisture and mishandling than stored undisturbed in a plain storage bin in a room temperature stable environment such as a closet.
Use 3×5 white index cards to label each bin. Use a medium black sharpie pen to write the family surname in large bold letters, and place the card inside the box at one end facing out. You will be able to see it through the clear bin. You can also simply tape it on the outside of the bin.
You’ll also need one location where all the bins can be stored until you’re ready to work on them. A spare closet or even under a bed can work. The important thing is they are all together undisturbed and easily accessible. Once items are sorted and stored, you can then pull out one bin at a time to work on.
If your inherited genealogy appears to be well organized, such as in scrapbooks, keep it in context. Don’t take it apart and divide it up. There’s something to be learned from the order in which things were added to the book.
my spare closet with bins of inherited genealogy awaiting processing.
Take inventory and prepare to track your progress.
It’s important to recognize that it isn’t likely that all of the materials and information will be digestible in one sitting. And it helps tremendously when you set up a process that makes it easy to pick up the project and put it down easily while keeping track of where you left off.
You can track your progress in a variety of ways:
a project log spreadsheet,
Word document
Evernote or One Note
A spiral notebook
Take a moment up front to put your tracking mechanism in place and be as consistent as possible in using it.
I use Excel spreadsheets for my tracking. I find it very helpful to create a separate tab for each item within the collection (book, scrapbook, computer disk, address book, etc.) This helps provide me with a complete inventory at a glance. On each tab I add columns applicable to the type of item and information it contains.
Get a genealogy software program.
If you’re new to genealogy, or you’ve only had your family tree online, now is the time to get a genealogy software program. It will not only help you stay organized, but it will also give you a mechanism for consistently adding source citations. Your genealogy software database while also serve as the “brain” of all your efforts. The database gives you one place to focus your efforts and systematically add information. Also, it puts all of it in your control on your own computer, not solely in the hands of a genealogy website that could be gone tomorrow.
There are a handful of genealogy software database programs on the market. Family Tree Maker, Legacy and RootsMagic are all good and reliable. MyHeritage offers Family Tree Builder for free.
No matter which one you choose, download and install it on your computer. Then make sure that you have an automatic cloud backup service installed and running on that computer. I have used Backblaze for years. You can get a free 15 day trial here which will give you an opportunity to see how easy it is to get up and running. (Disclosure: this is an affiliate link.)
Learn more with my Premium Member classes on organizing genealogy.
Start processing the inherited genealogical information.
Whether you are new to genealogy or a longer time researcher, start by entering the information you inherited starting with yourself or your parents and then add family members going back in time generation by generation. As I said previously, I know it can be tempting to jump to older generations to work on, but you must methodically prove each generational connection in order to have an accurate family tree.
In Jim’s case, he inherited a compiled history book from his aunt, so he will want to start by turning to the page that contains himself or his closest ancestor (probably his parents.) On his tracking spreadsheet he could include columns for ancestor’s name, page number and notes, and enter that information as he works on each person’s record. By doing so, he will always know where he left off.
A compiled history is just one source, and in fact, it is not even a primary source. This means that even if sources have been cited in the book, it’s important to locate and review those sources to confirm that you agree that the conclusion is accurate. After all, this is your tree and research now.
Never enter a new ancestor without cited sources. If the book or paperwork names someone, and even provides some specific information about them, your job is to go find the records to prove it. Once you are satisfied you are ready to enter the person and their information into your database, and of course, cite your sources.
A few decades ago, back when I was doing genealogy strictly as a hobby and not professionally, I found an amazing compiled family history on my Wolf family line. It contained thousands of people, was meticulously compiled and full of details, and did not include a single source!
Since the book wasn’t an heirloom or one of a kind, I found it very helpful and simple to make a small pencil tick mark next to each person as I worked on them. I set about painstakingly finding sources for every piece of information that was new or conflicting with what I had. As you can imagine, that’s a very big job. Since time is always at a premium I didn’t research everything, particularly information that was not critical to the identification of the ancestor, or perhaps was about a collateral individual. However, I did not enter anything into my database that was not researched and proven. This means you’ll need a way to keep track of what has not yet been researched. I used a red pencil to place a tick mark next to items yet to be researched about an ancestor. You could also opt to add a column to your spreadsheet to track it and then return to it later.
Did I add everyone listed in the book in my database? Absolutely not! I focused specifically on direct ancestors and included their children. Once I made my way as far back as I could go in the book, I selectively filled in additional people from collateral lines that were of particular interest or closely associated with areas that I wanted to research further. Rest assured there is no right or wrong way to do this. Do what is most important to you in the most accurate and methodical way you can.
Cite your sources every step of the way.
Talk to any experienced genealogist and you’ll probably hear some regrets about not citing their sources when they first began doing genealogy. Source citations are like an insurance policy. It’s not very satisfying to invest in it now when everything is fine, but down the road when trouble arises you’ll be glad you did.
So what kind of trouble are we talking about? No family tree is immune from occasional problems such as:
discovering an inconsistency in your family tree
uncovering a new source that directly contradicts one of your conclusions
being contacted by another researcher who is challenging something you have posted or published about your family tree.
The only way to address these situations is to review the sources you used. And that’s where your source citation comes in mighty handy! They help answer the questions and also prevent timewasting duplication of effort.
If the only source for a particular event is the book, go out and find the original record to verify it is correct, and cite both in your database.
Learn more about citing your sources by watching my free video Source Citations for Genealogy (episode 60 of Elevenses with Lisa).
Elevenses with Lisa episode 60
What to do when you can’t keep all the genealogy you inherited.
As painful as it is to say, it isn’t always possible to keep all of the genealogical items that come your way. The reality is that shelf and closet space have limits, and our collection can grow unmanageable when added to the research of previous generations.
Start by seeing if you can reduce it. Strive to digitize all items that you want to save that are not originals, heirlooms or not readily available somewhere else.
Need help digitizing? I use Larsen Digital. Click our link and use the discount coupon codes found on the webpage.
Once digitized and recorded in your database, you can toss them. Recently I went through boxes of photographs I inherited from my paternal grandmother. Many were from the late 1970s and early 1980s when double prints were all the rage. By simply tossing duplicates and low quality photos (such as half of grandma’s hand over the camera lens) I was able to reduce the collection by almost a third!
Donation is also an excellent option. Digitize and take photos of the items and then they can be donated to a library, archive, genealogical society or other organization with an interest in them. Sometimes the shared interest is not as much in the particular families as the locations from which they hailed. One woman told me at a recent seminar that when she asked her local archive about her materials, they were ecstatic. They immediately spotted old buildings in the photos that no longer exist but held an important place in the town’s history. You never know what may be meaningful to others.
The Genealogy Center at the Allen County Public Library in Fort Wayne is an excellent resource for both free digitization and donation. Watch Elevenses with Lisa episode 31 to learn more.
Learn more about donating your genealogy in episode 31.
I recently heard from a Hal Horrocks, a long-time member of the Orange County California Genealogical Society. In 2017 they started a program called Rescue the Research. They strive to preserve the research done by their past members. It’s a great example of making hard-won genealogy research more accessible to others while reducing the burden on closet space.
Donation isn’t for everybody. However, sadly it is sometimes the only option when you don’t have descendants or relatives interested in retaining your research. Don’t despair. Donating your research is bound to elicit a genealogy happy dance from some future genealogist who comes across your research!
You can learn more about protecting, preserving and donating your genealogy research by watching my video class Save Your Research from Destruction (Elevenses with Lisa episode 10, available exclusively as part of Premium Membership.)
Your ancestors and your descendants will thank you.
It’s been famously said that “you can’t take it with you” when you leave this earth.
“You can’t take it with you”
By following these strategies and addressing that reality now, there’s one very important thing you will be leaving behind: the legacy of family history. One that avoids burdening the next generation while providing a lasting connection between all of the generations of your family tree.
Resources
Get My Free Genealogy Gems Newsletter – click here.
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