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
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.
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.
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 – SnippetView:
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 SnippetView 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.
VIDEO & SHOW NOTES: Video #2 of our 25 Websites for Genealogy Playlist. In this video, my guest presenter Gena Philibert-Ortega covers top genealogy finding aids and society websites that are must-have for family history research. Even though some sound specific to a certain area, don’t be fooled. They have resources available for all genealogists.
Websites 5 through 12 of our 25 Websites for Genealogy
I’m Gina Philibert Ortega, and welcome to 25 Websites for Genealogy, What I’d like to do is talk to you about websites that are must-haves for your genealogical research.
Some of these websites will be new to you, and others are going to be very familiar to you. In talking about the familiar websites, I want to get you thinking about them differently, explain a little bit more about what you can do at these websites, and how to get the most out of them.
In this series of 25 Websites for Genealogy, we’re going to be looking at websites in different categories. Our second category is the Finding Aids & Society Websites (#5 through 12).
Linkpendium provides links to free and subscription websites that can help you with your genealogical research. The directory includes 10,000,000+ links to information about families around the world as well as helpful information about U.S. states and counties. The site emphasizes free resources provided by libraries, government agencies, genealogical and historical societies, and individuals.
ConferenceKeeper.org is the most complete genealogy calendar of events anywhere! Here you will find thousands of genealogy webinars, seminars, conferences, workshops, podcasts and more, from genealogy societies, libraries, and other organizations all around the world.
Website #8: New England Historic Genealogical Society (American Ancestors)
AmericanAncestors.org databases include 1.4+ billion records for the United States, the British Isles, and continental Europe. And according to the website it also features:
one of the most extensive online collections of early American genealogical records,
the largest searchable collection of published genealogical research journals and magazines,
and the only online source for records from Boston’s Catholic Archdiocese.
Founded in 1869, the New York Genealogical and Biographical Society provides access to genealogical records, journals, periodicals, special collections, digital books and other free resources. In addition, they host educational events.
The Foundation for East European Family History Studies is an international organization that provides education and resources to support Eastern and Central European genealogical research.
What a treat it is to have Amanda Epperson, PhD joining us here on Genealogy Gems! Amanda is an expert on Scottish genealogy research, and is the author of The Family Tree Scottish Genealogy Guide. If you even suspect that you have Scottish roots keep reading because...
Scandinavian genealogy records for this week pique the interest of researchers all over the world. Large collections of records for Sweden and Finland are among the list of new and updated genealogical records. Other collections include records for London, Ireland, and the United States. Oh! One last thing. We’ve added a Google search strategy you won’t want to miss!
Sweden – Church Records
FamilySearch recently updated a collection of church records for Sweden titled “Sweden, Gävleborg Church Records, 1616-1908; index 1671-1860,” this week. The collection includes church records from the county of Gävleborg. These church records include clerical surveys; registers of birth, marriages, and deaths; move-in and move-out lists; confirmations; and church accounts.
The digital images span the years of 1616-1908, however the records that are searchable by index (at this time) only include the years between 1671 and 1860. When browsing through the digital images that have not been indexed, you will want to search by parish, then by record type, and lastly, the volume and year.
Finland – Church Records
MyHeritage has published an impressive collection of 33 million Finnish historical records! This collection of church census books and pre-confirmation books were kept by the Lutheran Church in Finland. The reason these records are so important is that the Lutheran Church was the state religion for hundreds of years. Because of that, the church records essentially cover the entire population of Finland.
In rural areas, the church book records are organized by village, farm, and household. Within the cities these records were organized by quarter or street.
It is important for researchers to realize that Finland was part of Sweden until 1809. Church census records and pre-confirmation records were consequently written in Swedish until the mid-to-late 1800s. Don’t forget – FamilySearch wiki will give you a language cheat-sheet so you can get help with translating!
United Kingdom – London – Post Office Directories
London Post Office Directories 1842, 1851 and 1861, a browse only database at this time, is now available at Findmypast. You can browse over 1.5 million records from three London Post Office Directories. These directories include lists of traders, bankers, people employed by the crown, lawyers, and other officials. Though not indexed, they list names alphabetically by surname. You may be able to find your ancestor’s occupation, business address, or even their home address!
United Kingdom – Westminster
This collection from Westminster, Poor Law and Parish Administration includes over 1.7 million records. The parish administration was over several commissions and these records include bastardy papers, admissions, examinations, pauper records, valuations, and work house records.
Because there are so many different types of records in this collection, the amount of genealogically valued data will vary. Transcripts and digital images of the original documents are provided and can be searched by name, year, place, and record type.
Ireland – General Register Office Records
Irish Genealogy.ie has just released millions of personal records online for free! Births, marriages, and deaths are from the General Register Office. The expanded database includes the Birth Records Indexes from 1864 to 1914, the Marriage Records Indexes from 1845 (1864 for Roman Catholic Marriages) to 1939, and the Death Records Indexes from 1864 to 1964. To search these records, click here. You will find them under the Civil Records menu heading.
United States – New York City, Philadelphia, & Washington D.C. Newspapers
18th-century newspapers from three early capitals of the U.S. are new on the Chronicling America website. Browse through these digital newspapers for information about your ancestors. Nearly 15,000 pages have been added from The Gazette of the United States (New York, N.Y. and Philadelphia, Pa., 1789-1801), the National Gazette (Philadelphia, Pa., 1791-1793), and the National Intelligencer (Washington, D.C. 1800-1809). For even more information on how to boost your genealogy success using newspapers, check out Lisa’s book, “How to Find Your Family History in Newspapers,” in a digital e-book or traditional book form.
More Gems on Scandinavian Genealogy Records
Our Genealogy Google Guru Lisa Louise Cooke has a few more ideas for gaining access to more records and information about your Scandinavian ancestors. Here’s what Lisa says:
“You’ve probably already tried searching with Google to find more on your ancestors. But have you searched in Swedish, Finnish, or Norwegian? Start by going to Google Translate and entering your search query in English.
Google Translate will detect that you have typed in English. You’ll need to select the desired language from the drop-down menu in the box on the right. Above, I’ve selected Swedish. Google Translate has now translated my query. Highlight and copy the translated text.
Next, go to the Swedish version of Google, which you’ll find at https://www.google.se/. Paste the translation in the search box. I’ve changed “Otter” back to the actual name of the town “Otterstad,” because I didn’t need that to be translated! Here are my search results:
Notice, each webpage search result has a link you can click to “Translate this page.” Click it and you’ll go to that page, but it will appear in English!
I’m thrilled to see my husband’s great-great-grandfather’s name in this bottom result. I’m off to work on this family…have fun with Google Translate and the Scandinavian Googles!” – Lisa
Isn’t that an awesome search strategy?! This is exactly the kind of outside-the-box thinking Lisa is known for which she covers more in-depth in her book The Genealogist’s Google Toolbox Second Edition. In fact, there’s an entire chapter in the book about how to use Google Translate in exciting, innovative ways for genealogy.
Here are the links Lisa sent me for the various Scandinavian Googles:
In rural areas, the church book records are organized by village, farm, and household. Within the cities these records were organized by quarter or street.
