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How to Use Evernote for Genealogy: The Ultimate Education

organize genealogy with EvernoteUsing Evernote for genealogy will make you a more efficient and effective researcher.

Genealogists all over the world are harnessing the power of Evernote to organize their family history researchThis free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.

Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”

Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!

Here’s how to get started

1. Download the free Evernote software here.

2. Create your free or premium Evernote account. (Click here to learn more about Evernote account options.)

3. Go to your Account page and make note of your unique Evernote email address. (Help>Go to My Account Page>Account Summary and scroll down to “Email Notes to.”)

4. Download the free Evernote web clipper for your web browser.

5. Download the free Evernote app from the App Store or Google Play and sign in to your account.

Now you’re ready to use Evernote to collect your research content and source citation information!

Here are 5 ways to add content to Evernote

1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.

2. Drag and Drop: Images, scanned  documents and other multimedia content can be dropped right into new or existing notes.

3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.

4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.

5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.

Resources for Success

There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).

FREE YouTube Video Series: Evernote for Genealogy

I’ve posted two videos so far on my free YouTube series:

Evernote for Genealogy Quick Reference Guide

Evernote for Genealogy Quick Reference GuideMy laminated reference guide is super handy for every day support! This guide includes:

  • A Getting Started Checklist
  • Quick Keystrokes
  • Getting the Most Out of Clipping
  • Maneuvering the Desktop Client
  • Genealogical Organization
  • Little-Known Search Strategies
  • Specialized Genealogy Focused Techniques
  • Comparison of Evernote Pricing Tiers

The guide is available for both Windows and Mac users, in both print and digital download format. Click below to view:

The Ultimate Evernote for Genealogy Education

Ultimate Evernote Education abbreviatedGenealogy Gems website Premium members have a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for Genealogy Education video series. This series includes the following full-length and mini-series classes:

Evernote genealogy family history organizeKeep up on all my latest Evernote news and Q&As!

Click here to read my Evernote blog posts.

Sign up for my free email newsletter (that sign-up comes with a free bonus e-book!).

Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!

7 Great Ways to Use Your iPad for Genealogy and Family History

how to use your ipad for genealogyDid you know your iPad or tablet computer can be one of your best genealogy buddies? It makes it easy to access and share family trees, documents, and photos on-the-go. It can even help you gather NEW family history treasures: images, interviews and more.

However, iPads aren’t just miniature laptops.  They work differently and in very specific ways, depending on what apps you have. If your tablet time has been limited to playing Angry Birds and checking your email, then it’s time to check out these 7 great ways to use a mobile device like an iPad for genealogy:

1. Access family trees

Access your online family tree (and even make changes) with apps like those from Ancestry, FamilySearchMyHeritage and RootsMagic. Last we checked, Findmypast doesn’t have a mobile app, but its website is optimized for mobile devices (meaning it’s friendly to iPad users).

2. Take pictures

Snap digital images of old family documents, photos, memorabilia and artifacts when you visit relatives. From the iPad, you can upload and share them via Pinterest, Facebook, Instagram, email, or access them from your other computing devices via cloud-based storage such as Dropbox or iCloud. (Genealogy Gems Premium members may access the video tutorial, “A Genealogist’s Guide to Dropbox”).

3. Share your family history

Access old family pictures from your iPad to share with your relatives. You can put them right on your device’s hard drive, which makes them accessible even if you don’t have a wireless signal, but space on iPads is often limited. So make the most of your iPad’s ability to access cloud-based storage by putting your pictures in iCloud or on Dropbox.

4. Image new research finds

When you research your genealogy in libraries, use your iPad to take digital images instead of wasting time and money on photocopies. Image pages from a county or local history or take a snapshot (and a closeup) of a historical map. You can even take digital shots of microfilmed materials! Learn more here, and always get permission at each library before you start taking pictures.

5. Organize on your iPad

Keep track of all your genealogy sources with Evernote–and keep all your sources at your fingertips by using the Evernote app. My new Evernote for Genealogists Quick Research Guides, available both for Windows and Mac users, are cheat sheets that will help you start using Evernote immediately across multiple platforms.

6. Access podcasts, books and magazines on your iPad

Genealogy podcasts are the online equivalent of radio shows–all about family history! You’ll find tons of free, entertaining and informative content in:

Save genealogy and history e-books, magazines and pdfs to your iPad so you can read them anytime, anywhere. Click here for more on how to do this. What kinds of titles might you read? What about:

7. More tasks you can accomplish with your iPad

The best apps for genealogy are the ones that help you accomplish what you need to, not just the ones intended for family history use (like the free family history game Family House). For example, sometimes you need a quick magnifier and flashlight to better see old documents or photos–here’s a great app suggestion for that. Also, many of us find ourselves turning more frequently to YouTube. Well, there’s a YouTube app–click here for ideas on using it for genealogy.

Turn Your iPad into a Genealogy PowerhosueResources

Genealogy Gems FREE e-newsletter. Subscribe to keep up to date with iPad/tablet developments other tech topics for genealogists!

Turn Your iPad into a Genealogy Powerhouse by Lisa Louise Cooke, with an in-depth look at over 65 apps, 32 fabulous tricks and tips to make you a power iPad user (and not just for genealogy!) and “see it for yourself” demos in recommended online videos. It’s available in print and e-book.

Genealogy on the Go with the iPad instructional video, recently updated and re-released for Genealogy Gems Premium members

Find Genealogy Apps with the FamilySearch App Gallery

Mobile Friendly Search Results Come to Google

 

The iPad, PC and Android Phone Can All Play Nicely Together for Genealogy

www.geneaogygems.comThank you for sharing this page with others who may want to use a tablet or iPad for genealogy.

Early Virginia Genealogy

Show Notes: In this article and video, we’re going to focus on early Virginia genealogy. I’ve invited a professional genealogist to join us in this video to help pave the way for tracing our ancestors back to Virginia just prior to the Revolutionary War. Jeri Satterwhite-Dearing specializes in early Virginia research in her work as a professional genealogist with Legacy Tree Genealogists.  In this video, she explains some of the biggest challenges you’ll face when researching early Virginian ancestors, the records you should be looking for, and some of the best resources. 

Early Virginia Genealogy

Early Virginia Genealogy Video and show notes

The video premieres this Thursday and features a live chat. Be sure to get your downloadable ad-free show notes cheat sheet. It’s packed with all the ideas, links, and more. I’ll hope you’ll join me live, but remember you can always use the link in this newsletter to watch the video replay and get the show notes after the live premiere ends.

Watch the Video 

Resource

Download the ad-free show notes including a BONUS Virginia checklist cheat sheet. (Premium Membership required)

Show Notes

Lisa: A while back, we did a video on Finding early American Ancestors in New England and we got tons of comments on it. We also received a lot of requests to dig into early American genealogical research. In this video and article, we are going to do just that for Virginia.

Guest: Jeri Satterwhite-Deering, professional genealogist at Legacy Tree Genealogists.

Exclusive Discounts

Learn more at https://www.legacytree.com/GenealogyGems This is our affiliate link and includes special discount coupon codes just for you.

Virginia Genealogy Research Challenges

What are some of the unique challenges that face people who are trying to research ancestors in Virginia?

Jeri: I think the main thing is that the further back you go, the different record types that you would expect to find and use. You won’t have census records before 1790, and you won’t necessarily have marriage records, or death certificates, because that didn’t come till much later. But those records are there, and then you just have to really know where to dig and what to look for.

I rely more on land records, tax records, court records, and those types of record. As I said, census records go back to 1790, maybe 1783, when they have county type census. Then at that point you need to rely on tax records more and look for your ancestors in land records. Land records are full of all kinds of genealogical clues about your family as you as you dig in deep.

Lisa: And it can be a bit of a challenge for folks who might be researching Virginia for the first time. We hear about things, like you mentioned the land records and tax records, and that could be very new territory for us. It can be a little intimidating to jump into a record collection you haven’t worked before.

Jeri: Right, especially because then you’re relying on original documents, which means reading the handwriting of the time. That takes practice. It’s like when you first learn to write cursive in school. It’s not that hard, it just takes a little bit of time. It’s kind of fun, because they write different, and their terminology is different. But that’s where your dictionary comes in. Practice makes perfect. The more you do, the easier it gets.

Most of those records are going to be at county level. If you have a burned county, then you may have to rely on state records. The Virginia state library may have more than what is left in a burned county. There are all kinds of records there. It’s just a matter of knowing where to go.

Learn More About the County in Virginia

My first recommendation would be to learn more about the county you’re going to be dealing with. First go to the FamilySearch Wiki for the county. Read what they have to say about which records are available for that particular county and start there. Make a research plan. Make notes and determine exactly what to look for.

I know that you’ve done a couple of past episodes, especially I think it was episode 64, where you talked about how to do research using FamilySearch. I think those are things you need to learn a little bit before you jump right in. I think that would be a really good start if they’re not familiar with FamilySearch. It’s one of the best places to go to look at records when you’re starting out.

Lisa: And it’s free, which is great.

Jeri: That’s right, so it’s definitely a good place to start along with learning about the county. Learning about the formation of the county, that’s almost a genealogical research adventure in itself because you need to know how the counties changed so quickly over time. And you do need to get back to what that parent county was. It’s important to know the genealogy of the counties and know where to look for those records, because they’re not all just going to be in today’s county. You may have to go back to multiple counties to find those records.

Lisa: Typically, when a record was created in a particular county, and then that county maybe splits out or changes we should be looking in the county that it was at the time our ancestors were there, right?

Jeri: Exactly. You might think, “that’s it, I’m done. I can’t find anything else.” When you feel that way, step back, review the various forms the county has taken. Check all of them. You’d be surprised where those records will be in many different places. They might even be in the courthouse basement. I’ve come across that many times as well.

In Virginia, not all deed records are going to be online. For example, here in North Carolina our counties have so many records available online. But in Virginia, they might not be on FamilySearch. You may have to go to a courthouse to actually see those records. However, they are getting better about getting them filmed.

If you’ve exhausted some of that, like I mentioned before, check out tax records. These put your person in their place in time, and that’s what you’re looking for. You always want to remember that a man by one name is not necessarily that man. Always remember that because there are so many same named people throughout history, and you have to be careful which one you’re chasing and get the right one.

Lisa: I love your idea about the genealogy of a county! Getting to know the history county at the same time as you’re getting to know the history of your family.

Virginia Burned Counties

You mentioned burned counties. Seasoned genealogists have heard that many times. But there are those who are new to genealogy, or they’ve been researching other parts of the country, and now they’re finding that their family line takes them into the South where burned counties are more common. Tell us a little bit about what you mean by a “burned county” and what does that mean to the records?

Jeri: Generally burned counties have a lot to do with war. That’s especially true during the Civil War. For the South, many courthouses burned down. But it happens even in today’s time. We see floods, we see fires. Again, look at your county history on the FamilySearch Wiki. It will tell you which counties were burned. Then you can determine where else to look for records.

I had a project recently that was in Washington County, Arkansas. The county was totally burned, and there was nothing really left. But at the state level, I was able to find the tax records. So, for the client’s ancestor, we were able to place him in that county in the time that we needed to place him there even though there was no information about him anywhere in the county. Those records were burned at two different times. Once in the 1800s, and then again later on.

When your ancestor got a deed, they would take it into the courthouse to get it recorded. This means that when you’re looking at a deed book, you’re not looking at the original record because they didn’t keep the original deed. They just recorded it, and then they handed it back. Folks then took it home to keep it in a safe place. I was very fortunate in one of my research projects that when we had burned counties, they had all the people bring their deeds back in and they recorded them again. And so that’s how we ended up with still having deeds that were probably burned the first go around in the clerk’s books.

I inherited deeds from my great grandmother that were in a trunk. That is probably what started this whole journey for me 30 years ago. One of the deeds was from 1812. It was just amazing! They had kept those deeds. The courthouse over in Orange County did not have that deed, so I took it over there, and they got to copy it into the deed book. And then they had it. There’s a lot of ways to get around the burned counties, and there’s reason for hope.

Lisa: That’s very encouraging that they brought records back in and entered them again.

State Level Records for Virginia

How do records end up at the state level? You mentioned a couple of times to check with the State Archives. Was there a process where every so often the counties were supposed to send copies of books to the state? Or did that happen much later?

Jeri: Well, I think it did, like, are in North Carolina, particularly. So many of our marriage records have gone to the state. So, they’re at our archives now. And so, they came out of the county’s hands, I don’t know, maybe because they just kept getting burned to the ground. They, and so they ended up, you know, at the at the state level at the State Archives for most of them. And so, your state archives is a good place for your research. State libraries are good, like the Library of Virginia (state library), as the just you couldn’t ask for better. And online and offline. It’s a great, it’s a great resource for learning and looking for records as well.

Important Types of Records for Early Virginia Genealogy

Lisa: You’ve mentioned a couple of different types of records. We talked about tax records. Would we find tax records for somebody who doesn’t own property?

Personal Property and Planned Tax Records

That would be your personal property tax records, and then you had planned tax records. So, there are two different ones and you want to look for each. There may only be just one white pole, which means that one person is over the right age to be taxable. It might be a horse, it might be a silver watch, things like that.

Land Tax Records

Then there’s the land tax where they’re going to tax you on how much property that you own.

Included in the property tax would be enslaved persons. So, if you’re doing African American research, especially for Virginia, these are helpful. If the person you are researching was an enslaver, they would have these people listed by their names, typically their first names because that’s generally all they had. Some of them were sorted out by age. Not necessarily every county would be the same. But you would have perhaps age under 15 or 16, and then over 16. And while that’s a broad range, you’re looking for every little thing you can when you’re doing that type of research. Those are the kinds of things that you would see in the tax records.

Chancery Records

Another great resource is chancery records, which I love. They’re court records which you can find at the Virginia Library. You can search by plaintiff or defendant or just a surname. I usually just do the surname when I search. You go to each county so choose your county, and then choose your name. It’ll bring up folders of court records. Everybody sued everybody just like they do now. Everybody was in court all the time. Sometimes it’ll just be maybe a lawsuit over land, or it could be a lawsuit over a horse or an enslaved person as well. But a lot of times you would find records that would involve state records, probate records, and every now and then you will really get lucky and you could find a whole family’s history in some of these files that explain the parents and the grandparents, the grandchildren. I’ve had them go many generations in one file and even include the neighbors. It puts your person in their place and time and helps you not confuse them with someone else

Virginia Chancery Records

Virginia Chancery Record, courtesy of Jeri Satterwhite-Dearing

I would say that if you don’t look at those you’re missing out, totally! They are refilming a lot of the records right now. So, when you search your file might not come up. You would be able to see the file folder, but you might not be able to see the contents of it. But then you could take that information and go to your county level court records. Again, I would go through FamilySearch and do your search in the catalog by the county, not just a record search. By doing that, you can actually find those folders are still going to be within the county. You’ll have to dig a little deeper. But it’s always rewarding to do that.

Colonial Tithables

Lisa: You’ve mentioned several really important types of records, chancery court records, deeds, wills and estate records. What other types are there? You have on your list colonial tithables. What are those?

Jeri: Those were really early. They’re like taxing, and it has to do with who the person by the age, and if they’re old enough to be taxed. It’s another form of the tax record. Those are the really early lists that you would be back quite far. You might not need those for a while, but if you get lucky, and you’re really getting back pretty far, then those are good.

Understand Virginia Law

Lisa: I imagined to be able to really use these records, we have to really understand things like geography and the law. What are your recommendations to a genealogist on really getting to understand the law? What’s a good way to go about that?

Jeri: Reading, taking classes, I mean, there are so many classes available online nowadays, just from the comfort of your home to be able to learn a lot. That would be the best thing to get familiar with the law. Learning the law is a little bit more complex but it is important. For example, it helps you determine if someone would have been the right age to get married. It’s a good way to separate the person out that might be the same name. It would help you know if your ancestor was able to buy and sell land, whether they could be a witness, all those ages change frequently. Then you know whether to go look for those records.

Understand Virginia Geography

Lisa: Are there any other resources that you think should really be on the forefront of the minds of people who are going to be digging into their Virginia roots?

Jeri: Land and maps are really my favorite! The David Rumsey collection is free and it’s excellent. I think you did a video episode on finding and using David Rumsey maps, too. Oh, my gosh, it was great!

And I definitely look for maps with Google. (Resource: The Genealogist’s Google Toolbox by Lisa Louise Cooke.) You can Google historical maps for Roanoke County, Virginia, for example. Some of those older maps have the landowners on them. I’ve got a huge map collection. You can find them from the formation of the county. They will have the landowner’s names written where their land was. Maybe your person did not own land, maybe they were just tenant farmers, but you found the name of the landowner, or you find them in another record. Look to see who they were living around. You can then find where they were, when they were in that particular county. That also gives you a way to look for more records that might involve your ancestor, as well.

Lisa: Well, that makes great sense. Maps are such an important part of it’s all location and timeframe, right?

Jeri: Yeah, because everything was about land. It still is, but it always has been about the land, and you don’t want to bypass that. You don’t want to just look at census, marriage, and death records, and that’s it.  You really need to understand the context of their life and everything that was going on around them in the area that they lived. You then know more about who they are. Say their name, know who they were, and make them come back. They can be alive.

Getting Help from a Professional Genealogist Specializing in Virginia

Lisa: That’s a great way to look at it. Jeri, if people get really stuck, and they just feel like I need help with a professional genealogist, how could they get in touch with you? And what do you guys do at Legacy tree genealogist?

Jeri: They can contact us, and we can steer them to the right professional genealogist for their project. We have a wonderful team, and they do really good work! If you get stuck or if you don’t feel like you  have the years to go and take the time to take classes and do everything, come join us and we’ll be happy to get you on the right track and help you find your ancestors.

Exclusive Discounts: Learn more at https://www.legacytree.com/GenealogyGems This is our affiliate link and includes special discount coupon codes just for you.

Lisa: It’s a good feeling to be able to take a big leap forward and professionals can help you do it. Jeri,  this has been terrific. Thank you for giving us a jumpstart into our Virginia genealogy.

Resources

Download the ad-free show notes including a BONUS Virginia checklist cheat sheet. (Premium Membership required)

 

Georgia Genealogical Society Seminar

The Georgia Genealogical Society is hosting an all-day seminar on September 16, 2017 in Marietta, Georgia. I’m the invited speaker–and you’re invited, too! Come learn cutting-edge skills and tools you can start using in your family history research immediately. Register online until September 12, 2017.  You can book me for your genealogy event here.

Georgia Genealogy Seminar

If you can make it to Marietta, Georgia on Saturday, September 16, I hope you’ll join me for an all-day seminar sponsored by the Georgia Genealogical Society. The event organizers have chosen a well-rounded set of classes I’m excited to teach! You’ll get cutting-edge tips on online search strategies, an in-depth newspaper research class, a unique and fun approach to working a “genealogical cold case,” and inspiring, attention-getting ideas to share your family history discoveries with your relatives.

Georgia Genealogical Society Seminar Details

Here’s what you’ll want to know now about this event:

What: All-Day Seminar with Lisa Louise Cooke
Where: First Presbyterian Church, 189 Church St., Marietta, GA
When: Saturday, September 16, 2017, 9:45 am – 4:15 pm (doors open at 9:15 am for registration)
Hosted by: Georgia Genealogical Society; co-sponsored by Cobb County Genealogical Society
Registration: Register online via PayPal by midnight on Tuesday, September 12, 2017, to get the regular event price and the class handouts.

And boy oh boy are we going to dig into genealogy!:

10:15 am: Google Books: The Tool You Should Use Every Day! Over 25 million digitized and searchable free books are at your fingertips with Google Books. Learn how to make the most of this goldmine chock full of historical data. (This is a brand new class in 2017 and was a BIG hit at Rootstech,)

11:30: Get the Scoop on your Ancestors with Newspapers. Yearning to “read all about it?” Newspapers are a fantastic source of research leads, information and historical context for your family history. Learn the specialized approach that is required to achieve success in locating the news on your ancestors.  Includes 3 Cool Tech Tools that will get you started.

(12:30-2:00 pm: Lunch is on your own)

2:00 pm: How to Reopen and Work a Genealogy Cold Case. Become a genealogical detective in this vital session. You’ll learn to track ancestors like a criminal cold case detective, sniffing out holes in your research and getting missing information on the record with cutting edge technology.

3:15 pm: Inspiring Ways to Capture the Interest of Non-Genealogists. If you are researching your family tree but haven’t shared it with your family in a way that sparks their interest, then you are only experiencing half of the joy of genealogy! And if your descendants don’t grasp the importance of their heritage, your hard work may tragically find it’s way to the city dump when you are gone. Don’t just collect your family history and store it away in binders and files! Learn how creative displays and crafts can capture the imagination of your non-historian friends and relatives, while honoring your ancestors. These projects are guaranteed to inspire your family to ask you to tell them more about the family tree!

Click here for more about the event and to register.

4 More Ways to Learn New Genealogy Skills

If you can’t be in Marietta (darn!) on September 16, check out these free options for learning with me and the rest of my team here at Genealogy Gems:

    • Subscribe to my free weekly e-newsletter. You’ll get my free Google research e-book as a thank you gift. Simply enter your email address into this box, and I’ll deliver news, how-tos and stories from my blog, including my popular weekly update of new genealogy records online.

Newsletter Sign Up

  • Listen to the free Genealogy Gems podcast. My flagship audio show has been delivering in-depth stories, research strategies, tech tips and more for more than 10 years–with more than 2 million times worldwide. Why not listen for yourself?
  • Subscribe to my YouTube channel. Watch, learn and be inspired with the many genealogy how-to videos I’ve shared on my YouTube channel.

Thanks for sharing this event invitation with your friends. I hope to meet you in Marietta, on social media or as a new listener or email subscriber!

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