Lisa Louise Cooke is the author of several books including The Genealogist’s Google Toolbox, 3rd edition. She produces and hosts the popular Genealogy Gems Podcast, and the free weekly YouTube show Elevenses with Lisa at the Genealogy Gems YouTube channel. She offers a Premium Membership service at her website ( https://lisalouisecooke.com ) featuring exclusive on-demand genealogy education. And she writes a regular column for Family Tree Magazine and produces the Family Tree Magazine Podcast.
Lisa found her passion for family history at her grandmother’s knee at the age of 8. She is now the owner of Genealogy Gems, a genealogy and family history multi-media company founded in 2007. She is Producer and Host of the Genealogy Gems Podcast, the popular online genealogy audio show available at www.GenealogyGems.com, on your smartphone’s native podcast app, and through the Genealogy Gems app available through app stores. Her podcast brings genealogy news, research strategies, expert interviews and inspiration to genealogists in 75 countries around the world, and has been downloaded nearly 4 million times. She also produces weekly genealogy YouTube videos on the Genealogy Gems YouTube channeland a monthly live show called Elevenses with Lisa for Premium Members.
Lisa’s offerings are not limited to online. She is a sought after international genealogy speaker. Whether in person or online, Lisa strives to dig through the myriad of genealogy news, questions and resources to deliver the gems that can unlock each genealogist’s own family history treasure trove!
Family is not just a priority professionally. Lisa is a doting wife to Bill, the proud mom of three daughters, and has added the role of Grandma to her resume. She counts her blessings every day for the love, fulfillment and laughter that family brings to every aspect of her life.
Lisa in the Press
Click hereto listen to interviews and read articles about Lisa and Genealogy Gems.
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.
“This is really the first time a DNA testing company has so fully integrated genetics and genealogy. We can now find cousins in the database who do not share our particular genetics, but who do share some of the genetics of our common ancestor. This is huge.” -Diane Southard, Your DNA Guide
I blogged a couple of weeks ago about some changes taking place over at AncestryDNA. You will recall that they are planning to slash your match list to allow only “invited guests” to your personal DNA party. (Read that post to be reminded why this is a good thing.)
Ancestry has officially announced the launch of this feature update and reports that on average users will see an 80% reduction in the number of matches shown. I had a chance to look at the new site before it launched and one of my favorite features is the question mark that appears next to your match. Clicking on the question mark on your match page will bring up a menu of references to help you better understand the inner workings of matching at Ancestry, including those confidence levels that are a part of every relationship prediction. In this table below you can see that ancestry has tried to give you some fairly solid guidelines by which to assess the quality of your matches. You will want to focus on those matches with a confidence score of “High” or above to have the best chance of genealogical success. But an update to the matching feature is only the beginning of the new features at AncestryDNA. Today Ancestry announced “DNA Circles,” a tool that helps you identify others who share common ancestors with you. The new “DNA Circles” feature has the potential to impact the way you do genetic genealogy at Ancestry. Here’s why: Autosomal DNA (the kind that Ancestry is testing) has a spotty inheritance pattern. On average we only have half of the DNA of each of our parents, only 25% of our grandparents, only 12.5% of our great grandparents and so on. This means that AncestryDNA and its competitors (Family Tree DNA and 23andMe) are only able to genetically identify 50% of your genetic 4th cousins. This means that there could be 50% MORE people in these databases that you are actually related to, people that should have been invited to your DNA party, but didn’t have a ticket. Now with DNA Circles, there is a metaphorical “after-party.” After parties are “hosted” by one of your relatives. Ancestry searches your pedigree and that of your matches back 7 generations looking for suitable hosts. An ancestor qualifies as a host if they have two or more descendants who hold an invitation. At this after-party you can meet some of these long lost cousins that, while related to you, lost their ticket to your DNA party. After-party invitations are provided to those who meet three very important qualifications:
They have their DNA attached to their PUBLIC family tree.
AND that PUBLIC family tree has the name of the hosting ancestor on it.
AND this person shares DNA with at least one other person who also meets the above two criteria.
Here’s an example. Below is an image of the new AncestryDNA home page. You can see I am a part of two DNA Circles (some of you will be much more popular and invited to several after-parties. For me–just the two for now). Let’s take a closer look at my DNA Circle hosted by my paternal 5th great grandfather Minus Griggs (who knew the guy liked parties?!). Clicking on the DNA circle brings up this page where there are three things I want to show you:
This is your relationship to the host.
This is a list of the individuals who have passed the three criteria listed above and have been invited to this after-party.
This is the innovative part. You see that the first two matches (after me–I am listed first) have only “Tree Match” in this column. This means that these two people, both descendants of our host, Minus Griggs, didn’t ever appear on my DNA match list. We do not share enough DNA to be considered genetic relatives. However, the third member of the circle has the “DNA Match” designation, meaning that this match DOES appear on my match page. In fact, this is my ONLY DNA match in the circle (there are three others not shown here). That means that this DNA circle has connected me to FIVE other cousins. All because I share DNA and genealogy with the third member of this circle, and he shares DNA and genealogy with everyone else.
I can click on each circle member to see exactly how Ancestry THINKS we are related. This is my first opportunity to DOUBLE CHECK this relationship that Ancestry has handed me, to be sure that both my match and I really did receive tickets to the same after party.
Here is what that page looks like for me and one of my matches.
This is really the first time a DNA testing company has so fully integrated genetics and genealogy. We can now find cousins in the database who do not share our particular genetics, but who do share some of the genetics of our common ancestor. In my opinion, this is huge.
There is one catch, and it is going to be a big one for some of you. In order to see your DNA Circles, you have to be an Ancestry.com subscriber.
Even though I am excited about these changes, I can’t help but hope for just one step more. In order to identify these DNA Circles, Ancestry has identified pieces of DNA that can be fairly reliably assigned to a particular ancestor. There are likely others in the Ancestry database who have these pieces of DNA, we can call them partial tickets to the after-party, but who are lacking the second requirement: a pedigree documenting a relationship to that ancestor. I hope in the future the folks at Ancestry will honor those partial ticket holders, and allow them to the after-party, so we can sit around with our peanuts and pretzels and figure out how we are all related. Until then, I am going to enjoy the two after-parties hosted by my two generous ancestors.
Ready to walk through the process of using DNA for your genealogy? Let me be your guide! Check out my quick guides (left) Purchase each guide individually or pick up the bundle of all 4 for the best deal!
Visit my website to learn about expert consultations with me. You’ll get customized guidance on which tests to order and how to maximize your results for your genealogy research.
In this episode you’ll hear about the change to Google search results, how to reunite found items with their families, and 10 strategies for finding school records for your ancestors.
Watch Elevenses with Lisa live on the Genealogy Gems YouTube channel on Thursdays at 11:00 AM Central. After the live show you can watch the video replay at your convenience. You’ll find the show notes for Elevenses with Lisahere on the Genealogy Gems website.
Google Search Update
Watch Episode 6 which features the latest on Google search results.
New Google Message: “No good results.”
MAILBOX: Reuniting Family History
A while back I received an email from Tim. He writes:
“I’m getting back into genealogy in a meaningful way now that my dissertation is done and I realized that I don’t know what to do with all the ‘stuff’ I’ve taken photos of, picked up at yard sales, etc., that could be of genealogical value to someone but not me. I’ve got yearbooks, pictures of the genealogy information inside family bibles, etc. I used to be able to scan and submit to Mocavo for the world to use but that’s gone. With the Rootsweb mailing lists shutting down, do you have recommendations for where I can submit these things so they benefit others?”
From Lisa:
As a matter of I do have a few recommendations for you!
These days a free blog is your own genealogy bulletin board with much greater reach than Rootsweb had. It’s a great way to get the word out about items that you have that you would like to reunite with their families.
Blogger.com (Google’s free blogging platform) is a good choice.
In addition to a photo, include as much text as you can that describes the item.
Tag the items with surnames, record types, and locations.
Encourage people to email you or leave a comment to get in touch.
Interview with Carly Kidd-Osborn
If you have an item that you picked up along your genealogical travels that belongs to someone else’s family history, the Shrubs to Trees – A Pay-It-Forward Genealogy Facebook Group can help. Caryl Kidd-Osborn is the Administrator, and in this episode she explains how the group has helped return over 1500 items to families and how you can enlist their help.
From Caryl: “We are almost 2 years old and in that time we have returned over 1500 “lost” memorabilia items to living family. We’ve given back photos, bronze baby shoes, sheet music that was written by someone’s family member, a marriage license and even someone’s cremains. We aren’t a very big group but we have some wonderful folks who just jump right in with researching the items. It’s a private group since we are dealing with living people. It’s very much a collaboration. Our members are genealogists who, like me, just can’t leave an antique store without taking someone else’s family home with them!”
Here are just a few examples of the precious items that the group has managed to return to grateful families:
Reunited: Little Renee’s baby shoes
Reunited: A photo of Frances Payne. “Our cutest return,” says Caryl.
Reunited: Andrew Johney and Maggie Bosley marriage license. This was found at a dump.
Sarah Fooks Tutherly – photo went to the Historical Society in Laurel, DE. The Fooks family was a prominent family in that town, she was a DAR member.
Reunited: The Vandermaas family. The parents had died before the children were of that age so this is a composite of the whole family.
GEM: Top 10 Strategies for Finding School Records for Genealogy
Click here for the complete article on strategies for finding school records.
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In this episode we’re talking about this unique moment in time where we have access to the 1950 U.S. Census but we don’t yet have the full index.
The 1950 census must be indexed so that we can search for relatives by name, location and much, much more. You can help with this exciting project, and no special skills or background are required. Jim Ericson of FamilySearch 1950 Census Community Project explains what’s happening and how you can get involved.
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
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to allow only “invited guests” to your personal DNA party. (
This is really the first time a DNA testing company has so fully integrated genetics and genealogy. We can now find cousins in the database who do not share our particular genetics, but who do share some of the genetics of our common ancestor. In my opinion, this is huge. 
guides (left) Purchase each guide individually or pick up the 
