Tips for Collaborative Genealogy: Evernote for Genealogists

In this installment of the Collaborative Genealogy blog post mini-series I’m going to share one of my favorite ways to organize and share family history data and source material: Evernote.

Evernote is a free software, website and app that can hold both research content and the source citation information that goes with it. You can pull data from websites and Evernote will often automatically capture information about the site you got it from. You can upload images, scanned  documents and other multimedia content. And of course you can use it to keep track of non-electronic sources, too.

Research teams using Dropbox put themselves on the same page–literally. It’s easier to be sure you’re looking at the same sources. It’s easy to add notes like data you’ve abstracted from the source (or that seems to be missing from the source). It’s easy to tag data: every source that cites an ancestor can be tagged with her name. That way, when you are ready to analyze or write up someone’s life story, every piece is there. No more hunting for sources you knew you had somewhere!

Evernote Quick Ref GuideMy recent post provides two tips for using Evernote and introduces my Evernote for Windows for Genealogists Quick Reference Guide “cheat sheet” (click here for U.S. and here for international shipping). It’s been so popular since its release that we sold out for a while, but it’s back in stock. This 4-page laminated guide offers at-a-glance training and reminders so you can be up to speed quickly using Evernote for genealogy.

Want to learn more about using Evernote? Click here for tips and complete resources on getting started in Evernote, like a complete video mini-series that walks you through the process of signing up for your free Evernote account, downloading the desktop app, getting and using the web clipper….There’s so much you can do with Evernote and I show you how! 

For more on collaborative research (including more on Evernote for genealogists), check out the December 2013 issue of Family Tree Magazine. It’s got an article I’ve co-written with Genealogy Gems Contributing Editor Sunny Morton.

Check out my other blog posts in this series on collaboration:

Tips for Collaborative Genealogy: Research with a Partner

Tips for Collaborative Genealogy: Dropbox for Genealogists

Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free

Here’s What is Changing on Ancestry.com

Do you feel like every time you log in to your favorite genealogy data website, it’s changed? Well, that’s probably because it has. The sites themselves are gaining weight, both the weight of additional users and additional records. It only makes sense that the way you navigate these sites will change and (hopefully!) improve.

You’ll notice this in recent changes to Ancestry.com. The site has responded to user feedback by introducing three new features, described in a recent press release:

Ancestry photo comment sharing

Ancestry photo comment sharing

1. Username=real name for new users.

“With more than 50 million family trees on Ancestry.com, connecting with other members can yield family history gold. We know it’s hard to make a personal connection with “TheRealCookieMonster53.” In an effort to promote collaboration and sharing, members profiles will use real names instead of usernames. Users can still change their setting at any time from their Member Profile page to show their preferred name.

Although this change is only for new users, we encourage everyone to update their Member Profile to a more personal and transparent name (sorry Cookie Monster).”

2. Comment sharing across all copies of a photo.

“Today, commenting happens on individual copies of photos which means most comment activity on shared photos is missed.  We have made a new update on the site that will enable comment sharing across all copies of a shared photo so everyone can join the conversation.  We’ll email users when new comment activity occurs, but also make sure the email volume isn’t overwhelming. 

In addition, we’re refreshing the media page so it’s simpler to update, share, and view your family photos and stories.” (editor’s note: I’d be interested to hear if you, my lovely readers, find the emailed photo comments helpful, and limited as promised by Ancestry.)

3. Related Content suggestions in the image viewer:

“The Interactive Image Viewer has been updated with the Related Content panel. This is currently the most requested feature for the image viewer. A fantastic way to discover new content is just another avenue to easily flesh out more relevant records, the Related Content panel not only includes Suggested Records but will also show Related Trees.”

How to Save Fold3 Search Results to Your Ancestry.com Family Tree

Now when you discover an ancestor’s record on Fold3.com, you can save it to your online tree at Ancestry.com.

According to Fold3.com’s press release: “Whenever you see a green ‘Save to Ancestry’ button above a document or on a Fold3 memorial page, you can link that document or page directly to someone’s profile on Ancestry.”

“You’ll be asked to log into your Ancestry.com account, and then you’ll see a drop-down list of your trees. Locate the tree you wish to save the document to, begin typing the name of the person to whom the record should be attached, choose the correct name from the list that appears, and then press save.”

Watch a tutorial video to learn more and see how it’s done.

Time to Check Your DNA Matches Again? Why You Should Review Them Regularly

Has it been awhile since you have perused your DNA matches? Here’s how reviewing your DNA test results regularly can help your family history.

It's time to check DNA

By now, many (if not most) of the genealogists I meet at conferences have had their DNA tested. Good for you! But how often are you checking on your DNA matches? It’s easy to forget about them after that first exciting look at your match list and the flurry of emails that you received. You should be checking in regularly! Here are two great reasons why:

1. You may have new DNA matches.

More and more people are flocking to these companies to have their own DNA tested. Why just this month, AncestryDNA announced they have tested 5 million people. It was only in January of 2017 that they announced they’d hit 3 million, so they’ve added more than two million people so far this year.

What this means is that just as new records are constantly being added online (we cover millions of new additions every Friday on this blog), so are new DNA test profiles. That means you will keep discovering new DNA matches in your list over time. That elusive cousin you’ve been hoping would test may do so tomorrow. A key relative on your dad’s side–maybe on a line with unknown parentage–may have tested three weeks ago, with results now pending. (Genealogy Gems Editor Sunny Morton told me she has had two ground-breaking DNA matches in the past two months alone. Lucky her!)

In AncestryDNA, you can actually sort to view new matches. From your AncestryDNA home page, click View all DNA matches. Then select the filter New by clicking on it.

AncestryDNA will now just show you, in order of degree of relation, any matches you haven’t yet clicked on to review more closely. This can be quite a time-saver. And it can also help remind you of any matches you may have already seen in passing but haven’t closely reviewed.

Another tip: under each of your AncestryDNA matches, you can also see how long it’s been since that person logged in, as shown here.

Perhaps you emailed someone a while back but never heard anything (or didn’t notice a response). If you can see that a person is actively using the site now, it may be worth reaching out again.

2. New tools to review your DNA matches may be available.

While you’ve been busy recently tracking down census records and virtually visiting the courthouses, your DNA testing companies have been busily adding to their offerings. Just recently, MyHeritage revealed a beautiful, streamlined way to review each of your DNA matches. (Remember, it’s free to upload your DNA there. Click here to see how. You can also purchase a test from MyHeritageDNA.)

At MyHeritage, your list of DNA matches shows your genetic relatives who have tested, how much DNA you share, and your possible relationship. The new DNA Match Review page helps you navigate that information and decide what to do with it. This is what the new MyHeritage DNA Match Review experience looks like:

In the past, I’ve talked on this blog about several excellent (and still-evolving) tools on AncestryDNA, such as:

Competition in the DNA market space means that every company continues to add new and improved features to their site and testing experience. It’s worth checking back to explore what new information and tools might be available.

The Bottom Line

The bottom line here is that your testing company is always working to improve your DNA testing experience. So you should regularly return to your lists of DNA matches at the website of every company where you have tested. If you’re not sure how to use the site, please read some of my DNA posts on this blog and consult my quick reference DNA guides about these testing companies:

Keep checking back on those DNA matches. You never know what discovery might be just a click away.

Disclosure: This post contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

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