by Lisa Cooke | Jul 13, 2015 | 01 What's New, Evernote, images, Technology
Recently Genealogy Gems Podcast listener Rosie wrote in with an Evernote question:
“I really enjoy listening to your podcasts. Thanks so much for all your efforts. As a long time researcher I always wondered how the Hunt family got from New England to Ohio around 1800. Not too long ago another researcher found some autobiographical sketches written by Thomas W. Hunt in the Library of Congress. They posted it on Ancestry.com and another researcher sent me the link. I am still trying to figure out Evernote but I am wondering if there is a way to transcribe the sketches from PDF format with this tool.”
Good for Rosie for considering her options for how technology might be able to make the task at hand just a little bit easier!

Currently you must have an Evernote Premium account in order for your PDF documents to be keyword searchable or to annotate PDFs directly. The pdf document that Rosie was hoping to automatically transcribe with optical character recognition (OCR) is in cursive handwriting. Evernote can apply OCR to simple, clear printing, but it can’t read script, especially fancier writing such as this Thomas Hunt sketch or
old German script and handwriting.
That would require ICR, or intelligent character recognition, and that technology is still emerging and isn’t widely available to consumers yet.
The Solution: Evernote doesn’t transcribe documents. To get the genealogical content from the sketches into Evernote, Rosie will need to start a new Evernote note and re-type the documents herself. Once that is done, then Evernote can apply OCR to the note and the typed transcription will be keyword-searchable.
A Solution for Type and Printing if you aren’t an Evernote Premium user: If you are fortunate enough to discover a long-sought after genealogical document such as Rosie did, and your PDF document is typed text or simple, neat printing then you are in luck. There are free conversion tools available online that can do the trick. I use
ConvertOnlineFree.com to convert my PDF document to text. I like it because I can use the tool directly from the web without having to download software to my computer.
(As with all tools we discuss here you’ll need to do your own homework and decide if it is right for you.)
I simply:
1. click the Choose File
2. select the PDF file I want to convert from my computer
3. click the Convert button
4. save the converted file to my computer
5. copy and paste the text into a new note in Evernote, and OCR does the rest.
Resources
How to Use Evernote for Genealogy: The Ultimate Education
Evernote for Genealogy laminated quick reference guide, available for for both Windows and Mac users. This guide is handy for everyday reference, and it’s packed with time saving tips you can use every day in your genealogy research.
How to Add Text to a Web Clipping in Evernote
It’s nice to share
Do you know other genealogists who use Evernote? Why not share this post with them? Use our handy social media buttons at the top of this post, or copy the and paste the URL into an email. Your friends will thank you!
by Lisa Cooke | Aug 7, 2015 | 01 What's New, Conferences, Google, images, Technology

Photo courtesy of The Ancestry Insider
New technologies don’t stay new. They keep evolving. Here’s a tip for harnessing new and emerging technologies to advance family history research and stay connected with living relatives.
Last week, I was at the BYU Conference on Family History & Genealogy in Provo, Utah. What a friendly, welcoming group! (Be sure to check out the BYU Family History Library here.) All week, I taught sessions and gave a keynote address on various technologies that help our research. The week’s discussions reminded me how quickly technology moves–and how enthusiastically genealogists continue to embrace new opportunities given them by technology.
It’s part of my job to learn about these new technologies and pass the best ones–the “gems” along to you. But here’s a tip I shared during my keynote address that will help you focus on the technologies you care most about: Think about which tasks you want to accomplish with technology, rather than just learning genealogy-specific technology. Then keep up with developments in the technologies that accomplish those tasks.
For example, by now, many of us have used (or at least heard of) Google Translate. We can use it with foreign-language documents and to correspond with overseas relatives and archives. But Google Translate’s functionality keeps improving. “By the audible gasps of the audience” (during my keynote address) reported the FamilySearch blog, “most were not aware that the Google Translate app enables you to literally hold up your phone to the computer screen or typeset document, and it will translate foreign text on the fly for you—a must have free tool when dabbling in nonnative language content.”
Genealogists are really thinking about these issues. The Ancestry Insider blogged about my keynote talk, too, and my observation that genealogists haven’t been embracing digital video at the same speed at which they embrace other forms of digital media. In the comments section of that post Cathy added, “Now what we need to do is get FamilySearch to figure out a way to let us upload our URL YOUTube videos, not only for our deceased, but for our living….Our children and grandchildren don’t write letters, they email, text, instagram. They don’t write journals, they blog. They make videos of current history….We all need to look to the future and [learn] how to save the new technologies.” Cathy gets it!
A special thanks to conference organizers Stephen Young and John Best, who welcomed me and Genealogy Gems Contributing Editor Sunny Morton all week long. They did a fantastic job of organizing a large event while retaining a warm, personal environment.
Continue reading about applying technology to your family history here.
by Lisa Cooke | Sep 21, 2016 | 01 What's New, Cloud Backup |
Using your mobile device for genealogy is a great idea, but with that convenience takes some additional know-how. Back-up your mobile device images in a few simple steps and you’ll never say, “I lost my photos on my phone!”

“I lost my photos on my phone!!”
This is NOT what you want to hear from a dear friend who is also a genealogist. So my heart sank when Genealogy Gems Contributor Amie Tennant’s email dropped into my inbox.
Amie wrote:
“I spent 6 hours researching at a cemetery and archives in a far away location. You won’t believe this, but when I got home I realized my smartphone wasn’t working. I had taken all the tombstone images with it, all the document copies were made with it, all my notes were on it. And I hadn’t even had time to back it up.”
That’s the problem, unless you back up as you go, you can’t be sure that just an hour later it won’t all be gone. These days you’re more likely to snap photos of records with your phone than a camera. But with that convenience comes the need for a new game plan to keep those precious images safe.
Back-up Your Mobile Device Images: The Plan
I put together an immediate email to Amie with a restoration and preservation game plan. If, like Amie, you are using your smartphone and mobile devices more and more, you’ll want to put this plan into place too.
First, I advised Amie to visit her phone store (for example, The Apple Store if you have an iPhone) and see if they could retrieve the lost photos and data. You never know unless you ask!

Image of Amie’s 4th great-grandfather she was able to retrieve.
Next, it’s important to consider automatic back-up options. Automatic back-ups are great, which is why I love BackBlaze. But BackBlaze is back up for your computer. The BackBlaze app on your phone only gives you access to those computer files, and doesn’t back up your phone.
One option is to back-up manually as you go. In other words, as soon as you snap that image of a record, save it to a Cloud storage service such as Google Drive or Dropbox. You could even activate Cloud back-up so that it happens automatically, though with the size of image files, you would likely need a paid subscription service to allow for adequate storage space. However, if you are going to continue to use your phone as a genealogy tool, it may be well worth the investment. Let’s look more closely at these two options:
Free Manual Option: If cost is an issue, you can save your photos to a free Dropbox account at the time you take the photo, and then move to more permanent storage on your computer at a later time.
1. Take the photograph
2. Tap the photo in my iPhone’s Photos app
3. Tap Edit and do a quick edit to clean it up (improve contrast, rotate so that it is right side up, crop to get as close-up as possible)
4. Tap Done to close the editor
5. Tap the Share icon and tap Save to Dropbox
6. Select the folder in Dropbox where I want to save the image and tap Save
However, it would definitely be faster and simpler to have your phone automatically backing up to the Cloud.
Low Cost Automatic Option: If your phone is going to be one of your genealogy tools, then automatic cloud back-up may be worth the low cost of around a dollar a month.
Personally, I am not a fan of iCloud even though I have an iPhone. I just don’t find it very user friendly to work with. Setting up your photos and videos to automatically back up to your Google Photos library via Google Drive is another option. Again, since photos and videos do take up a lot of space you’ll likely need to invest in a low cost monthly storage plan. Click here to learn more, or Google search Google Drive Plan Cost (or substitue the name of the service you are considering) for current plans.
Bottom line: There are several Cloud services available for our smartphones and mobile devices, so there’s sure to be one that’s right for you. Where ever your images find their final resting place, make sure it has Cloud back-up.
Amie’s Response to the Plan
I quickly sent the plan to Amie. She responded by saying:
“Thank you, Lisa! It was devastating. You were right, a nice man at the phone store was able to restore them! But, I don’t ever want to have this happen again. When I set up my new phone, a Samsung Android, I noticed a setting that said something like “automatic save to Google drive” and it would sync your images. So I clicked it “on” but now I can’t find where I did that! Any ideas?”
Troubleshooting Backing-up Your Mobile Device
When people shoot me a question, my usual response is “Just Google it!” I Googled Automatic backup of android phone and got several great hits on the results list.
One article on Android Fact.com was particularly helpful. (Read the full article here.) Remember, it can get pretty expensive to be instantly uploading images with your cell phone carrier. I suggest clicking Wi-Fi Only to ensure that uploading only takes place when you are connected to Wi-Fi.
I regularly emphasize backing up important documents that live on your computer. But let’s face it: If you have a smartphone, it would be oh, so sad to have to say “I lost my photos on my phone!” So don’t wait—back up your smartphone or mobile device today.
Another Tip for Using Smartphones for Genealogy
Here’s a another mobile computing tip my book Mobile Genealogy: How to Use Your Tablet and Smartphone for Family History Research.
Smartphones and other mobile devices offer a plethora of editing tools. It is well worth the investment of a few extra seconds to clean up and maximize images as you go. This is particularly true of records that need to be clear for future reference or printing.
Try applying a filter to your images for maximum readability. I like the Noir filter in my iPhone’s Photos app editor.
More Gems on Using Mobile Devices for Genealogy
How to Use Your Mobile Device for Genealogy: Free Video!
3 Tips for Getting the Most Out of Your Mobile Device