Using 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 research. This 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!
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.”)
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:
Genealogy Gems website Premium membershave a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for GenealogyEducation video series. This series includes the following full-length and mini-series classes:
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!
Let us help you fill your genealogy newsletter! All societies and libraries have free access to our extensive article archive, and permission to republish the articles in your society newsletter. (Your editor will LOVE this feature!) Being the editor of a genealogy...
Did 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,FamilySearch, MyHeritage 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:
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.
Resources
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 anin-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.
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.
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.
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!
Elevenses with Lisa is our little slice of heaven where friends get together for tea and talk about the thing that never fails to put a smile on our face: Genealogy!
Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.
10 Questions to Rate Your Readiness for Genealogy Success
1. Have you selected a place to start?
I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play.
For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)
At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.
It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not stopped to identify my next set of goals. Therefore, stagnation set in.
In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.
It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.
2. Have you developed a project research question?
Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?
In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”
The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3.
Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment HowAlice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)
3. Do you have a Research Plan for your genealogy project?
The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:
Where exactly was Washington from in England?
When did he come to the United States?
Why/how did he end up out West?
Did he work on the railroad?
When and where did he marry?
When was their oldest child born?
Did he join the LDS church?
And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.
The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.
4. Do you have the research forms you need?
There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.
Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!
Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.
Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.
Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.
In Elevenses with LisaEpisode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)
As you work on your genealogy research you’ll find there are two important tasks you will be doing often:
Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)
Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:
Place a “to be filed” basket next to your desk.
Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.
7. Do you have the supplies you need on hand?
Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.
Here’s what my shopping list looks like:
3” 3-Ring View Binders
(allow you to customize covers & spines)
1” 3-Ring View Binder
1 box of Acid-Free Sheet Protectors
3-Ring Binder Tab Dividers
8. Have you settled on a file naming scheme?
How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.
Here’s what my basic file naming format looks like:
Year (will force chronological order)
First Name (filed in surname folder)
Location
Example: 1920_robert_m_springfield_oh
Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.
8. Are you prepared to make copies?
Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data.
Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off from its cloud hosting service. According to the Wall Street Journal, “other tech partners also acted, crippling operators.”
Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.
My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:
The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.
While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.
Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.
We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.
Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.
Here’s a checklist of things you can put in place today:
a good printer
extra ink
a stock of paper
a portable terabyte hard drive
Ideas for saving paper and ink:
Print only the most important documents that might be more difficult to replace.
Focus your printing on direct ancestors.
Print in draft mode (depending on the document) and / or black and white to save ink.
Make double-sided copies.
When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.
9. Is your computer backed up to the Cloud?
I use and recommend Backblazefor computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:
Image courtesy of Backblaze.
I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html
Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:
What is cloud backup?
Why should I use cloud backup?
How does cloud backup work?
Is cloud backup safe?
What should I look for when selecting a cloud backup service?
My personal cloud backup choice
10. Have you scheduled ongoing education time?
Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.
Thank you for making Elevenses with Lisaand Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!
Use a free service like Blogtrottr.com to receive email notification reminders. Simply paste the Genealogy Gems channel URL into the first field, https://www.youtube.com/GenealogyGems enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.
Recap:10 Questions to Rate Your Readiness for Genealogy Success
Have you selected a place to start?
Have you developed a project research question?
Do you have a Research Plan for your genealogy project?
Do you have the research forms you need?
Have you established Your Filing System?
Do you have the supplies you need on hand?
Have you settled on a file naming scheme?
Are you prepared to make copies?
Is your computer backed up to the Cloud?
Have you scheduled ongoing education time?
Elevenses with Lisa Archive
Premium Member have exclusive access to all of the archived episodes and downloadable handouts. Visit theElevenses with Lisa Archive.
Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!
Using Evernote for genealogy will make you a more efficient and effective researcher.
My laminated reference guide is super handy for every day support! This guide includes:
Genealogy 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:
Keep up on all my latest Evernote news and Q&As!
