Episode 70 – Getting Started Using Evernote for Genealogy
Doing genealogy research generates a wide variety of research notes: typed and handwritten, audio, photos, video, and screenshots of information on websites. If you want one tool to pull together your current research projects, Evernote might just be the answer. In this video and article you’ll learn the role that Evernote can play, what it is and how to set it up, and your options for using for free or as a subscriber.
Evernote for Genealogy Video Tutorial
In this video and article Lisa Louise Cooke will discuss:
- What Evernote is and the role Evernote can play in your genealogy research
- How to get started with Evernote
- Using it for free or as a subscriber
- Best Practices for tagging, notebooks and more.
Click here to get started with Evernote.
Use it for free or upgrade to get all the bells and whistles like OCR and use on all your devices. (We will be compensated if you use our affiliate link. Thank you for supporting this free show.)
Show Notes
In my recent videos on how to avoid research rabbit holes that keep you from your genealogy goals, I mentioned that I use Evernote to capture BSOs or bright shiny objects that are interesting but not what I’m working on at the moment. So in this video I’m going to explain what Evernote is, and how to get started using it.
Give Evernote a try with our link
https://evernote.grsm.io/genealogy
(Using our link helps support the free show. Thanks!)
What is Evernote?
Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.
Evernote is a:
- website
- software program for your computer (Win & Mac) that you download for free from their website
- mobile app (iOS & Android): search for Evernote in your device’s app store
- a web clipper for your computer’s web browser
Benefits
Genealogy can get a big messy. Information can be gathered from countless sources and in a variety of forms. You could funnel things through a cloud service like Dropbox. However, because Evernote is a note taking app, it offers unique and super helpful features:
- Create all types of notes
- From all of your devices. Thanks to Cloud synchronization you can take a note on any device and always have access to the most current version. (Free mobile app)
- Web clipping – It allows you to clip items from the Internet (rather than saving entire bulky web pages),
- OCR technology makes notes (such as newspaper articles) keyword searchable (subscription)
- Data like URLs and the date you created the note is automatically included
- No total storage limit, just monthly upload
- You can use it for free, and upgrade for all the bells and whistles.
Getting Started with Evernote
- Sign in for a free account at https://evernote.grsm.io/genealogy
- Install the software on your desktop computer (Windows & Mac)
- Download the web clipper to your browser (app store or Google it)
- Download the free Evernote app to your mobile devices from the iTunes App Store or Google Play
Features & Costs
(Subject to change. Visit evernote.com/compare-plans)

Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.
Software Home Layout
Evernote’s Home view gives you a summary of what you’ve got going on in Evernote. If Home is new to you and you don’t see it, simply head to the left Navigation menu and click Home.
Home gives you a place to sort of summarize what you’ve got going on in Evernote. It also allows you to add more personalization.
A fun way to personalize Evernote is by adding a background image. Click Customize in the upper right corner, and then click the Change Background button. Here you can add a preset image or add your own.
By default, Home comes with widgets such as:
- Notes (highlighting your most recent notes, and Suggested notes based on your activity)
- A Scratch Pad
- Recently Captured items by type (web clips, images, documents, audio and emails)
While you’re in Customize mode, you’ll see additional available widgets like:
- Calendar (allowing you to sync your Google calendar with Evernote)
- Filtered Notes
- Notebooks
- Pinned Notes
- An additional Scratch Pad
- Shortcuts
- Tags
- Tasks
We’ll explore some of these further in a moment. But first, let’s create our first note!
All Notes View – Snippet View:
- Left column = your files and organization
- Center column = search for notes
- Right column = the note you are currently working on
Change the layout by clicking the View Options icon (in Snippet View it appears at the top of the search column). This will give you a variety of layout options.
Change what appears or is hidden from view, and whether the view is dark or light by clicking View in the menu.
Notetaking 101
Create a note by clicking the New Note (+) button at the top of the screen.
Creating a new note is as simple as starting to type. Evernote saves your work instantly and without any extra effort on your part. Notes are saved in “the Cloud” on Evernote’s servers. This means all of your notes are automatically backed up. In addition, all of your notes will sync across all of your various computing devices. And Evernote facilitates sharing notes with others for research collaboration.
Click the Info icon at the top of the note to see the meta-data for that note. You can add and edit this information.
Types of Notes:
- Typed
- Sketched
- Photos
- Attachments
- Video
- Audio
Note Info has changed and can now be found by pressing Control + Shift + I on your keyboard, or clicking the More Actions (3 dots icon) in the upper right corner of the note and selecting Note Info.
Tagging is the Key to Organization
Add a tag based on important keywords associated with the note.
Examples of tags for genealogy:
- Surnames (Cooke, Moore)
- Record types (birth, census, land)
- Locations (Indiana, Germany)
- Time frames (1900-1909, 1910-1919)
- Tasks (pending, add to database, follow up, etc.)
To tag a note, click Add Tag at the top of the note and select a tag from your list or add a new tag. Tags will appear in the left column. Click any tag in the left column to retrieve all notes with that tag.
Evernote Tasks
In June of 2021 Evernote added a Tasks feature. It operates just a little differently than how I’ve been using tasks. Evernote tasks are:
- To Do Items
- Note Specific (versus a tag which can retrieve all notes with that task)
- Often Deadline Driven
- Assignable to Others
- Searchable
Where is the Trash?
You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.
Notebooks
Notebooks take organization a step further. I create notebooks sparingly. I use them to divide Evernote up into workspaces: Genealogy, Personal, Business, etc. I also use them for long-term and collaborative research projects that I may want to share with others. You can drag and drop notebooks on top of each other to create Stacks, although Evernote only allows one level of stacking.
How to create a new notebook:
- In the menu select: File > New Notebook
- Name the new notebook in the pop-up window
- Select notebook type – usually you would set it up to synchronize, but you do have the option to have the notebook reside only on the computer it was created by selecting Local
The Cloud and Synchronization
Notes are saved on your computer and in the Cloud on Evernote’s servers. This means all of your notes are automatically backed up, and also accessible from your account on their website. Your notes will sync across all of your computing devices that have Evernote installed. There’s no need to manually sync with the new version. It happens automatically whenever you’re connected to the internet.
Web Clipping
As you visit webpages, you can clip just the portion of the page that you want to remember and keep rather than printing the page or bookmarking it. You can type the source citation directly into the note. Clippings appear as images in the note.
How to clip a screenshot using the computer software:
- Right-click on the Evernote icon in your computer task bar.
- Select Clip Screenshot.
- Use the cross-hairs to draw a box around the desired content.
- Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
- In Evernote click on the note to type additional information if desired.
How to download the free Evernote web clipper for your web browser:
- Go to: evernote.com/webclipper
- The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
- The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
- Sign into your Evernote account in the clipper.
Using the Browser Web Clipper:
When you visit a web page and find something that you want to clip, click the Evernote Web Clipper (elephant) icon in your web browser. The browser web clipper can save:
- a full page (even the parts out of view)
- an article
- a simplified article (removing unwanted graphics and text not pertaining to the article)
- a screenshot (where you precision clip with cross hairs)
- a bookmark
As you clip you can select which notebook to file the note in and add any desired tags. It will also include the URL in the note header.
Search and Retrieval
Type a keyword into the search box and Evernote will locate and display notes that contain the keyword in the center column. This includes typed text from a website clipping or image, as in the example above. With a subscription, OCR technology makes it possible for you to search for words in Evernote to retrieve notes that include those words, both on the clipped image and in printed handwritten text.
Resources
Genealogy Gems Premium Videos including:
- Organize Your Research with Evernote
- Making Evernote Effortless
- Using Evernote to Create a Research Plan
- Evernote: 10 Projects You Can Do
- Collaborative Genealogy with Evernote
Premium Members: download this exclusive ad-free show notes cheat sheet PDF.
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.
How to Get Back Into Genealogy
Show Notes: Restart Your Genealogy!
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.

Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Get my comprehensive downloadable Genealogy Restart Checklist. (Premium Membership required)
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.

Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
- All Recent (activity)
- Viewed Content (records you’ve viewed)
- Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
- your specific research question,
- the records you think you’ll need to answer it
- the locations where you think those records may be housed.
See this in action in my video Hard to Find Records, a Case Study.
Premium Members check out these classes with downloadable handouts:
- How Alice the Genealogist Avoids the Rabbit Hole which includes creating a research plan.
- Using Evernote to Create a Research plan
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
Premium Member Resource Video: Take Control of Your Family Tree.
Cloud backup
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Check out all of my organization system classes.
Source Citation Brush Up
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Resources
Downloadable ad-free Show Notes handout (Premium Membership Required.)
Bonus Download: Genealogy Restart Checklist (Premium Membership required)
Browse-Only Databases at FamilySearch are Easy to Use
Browse-only databases at FamilySearch are easy to use and may hold the key to the genealogy brick wall you have been working on.
Don’t be scared off because the records haven’t been indexed. Guest blogger Amie Tennant Bowser show you how to take advantage of these great records!
New Genealogy Records Come Online Every Week
Each week, we report on the latest genealogy records to have come online.
Sometimes in our weekly record update articles we include databases from the free FamilySearch website that are not yet indexed. These collections are referred to as browse-only. Have you ever been disappointed when you realized the database you are most interested in is only able to be browsed?

The highlighted genealogy records in these collections are browse-only
You may be thinking, “Good grief! I can’t possibly browse thousands of records!” and we don’t expect you to. In this article we are going to share strategies that you can use to zero in on the genealogy records you want to browse.
Browse Only Records Versus Indexed Records
Most folks search for genealogy records at FamilySearch by typing in some key information at the home page. It might be just the first and last name, and the place where that ancestor lived. Here’s an example:
When you use this method, you are only searching for records that have been indexed.
Indexed records are great because they have already been reviewed by one of the thousands of FamilySearch volunteers. They use online software on the FamilySearch website to download images of historical documents. Then, they read the information on the image and transcribe the information.
A second, more experienced volunteer then reviews the transcribed information to ensure accuracy before it is submitted to the website where they can be searched. It’s a huge effort to help genealogists more easily search the online records.
So, it’s important to understand that not all digitized record images that are on the FamilySearch website have been indexed. This means there may be countless records that will not be retrieved by a name search.
Unindexed records can only be browsed until they are indexed. So as you can see, there is a very good chance that there are records on the site that apply to your family, but you won’t find them through the search engine.
Instead, you need to go in the virtual “back door” to locate these records. Follow along with me and I’ll show you how.
How to Find Browse-Only Records at FamilySearch
Let’s imagine you want to search probate records in Auglaize County, Ohio.
You would click the little map in the vicinity of the United States and choose “Ohio” from the pop-up box.
At the Ohio research page, you could do a general search of the Ohio collections. Again, this is only searching records that have been indexed.
Instead of using this method, scroll down until you see “Ohio Image Only Historical Records.” Look at all these databases you might have missed!
For our example, continue to scroll down until you see the database titled “Ohio Probate Records, 1789-1996” near the bottom. Click on it.
You will notice right away that there is no way to “search” this database.
Many people give up at this point, after all, who has time to search nearly 7,000,000 records. Click on it anyway!
The next screen has been broken down by county name. Choose the desired county name. In this case, I’m selecting “Auglaize.”
You are then directed to a page listing the volumes of records for Auglaize county that have been digitized.
In this example, we are seeing bonds, settlements, wills, estates, and so much more:
It is as if you are standing in the courthouse probate office surrounded by volumes and volumes of the records you need.
Select the volume you want to search by clicking the title.
“Open” the pages of the book and search like you would as if you were flipping the pages of a book or scrolling through a roll of microfilm.

Click the arrow at the top of the screen to scroll through the pages.
Friends, we want you to get excited about all the new records that are coming online, even if they are browse only databases. If you like this tutorial, share this tip with your genie friends so they can do it too.
More Genealogy Gems on Records and Databases at FamilySearch
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If you’re looking for more genealogy records to mine, here are some of our articles. These will help you not only find new records, but also use other valuable genealogy indexes: