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!

Free Videos: Genealogy Tech Tips with Lisa Louise Cooke

We are delighted to share genealogy tech tips with you each week in these new videos. It’s Lisa’s way to share tips and tricks for your genealogy and your overall internet research success. You don’t have to be a lover of all things genealogy to love a good tech tip and we think you’ll agree!

Our Google guru, Lisa Louise Cooke, has been busy creating short, informative tech tip videos for you. You will find these videos first posted to our Facebook page. Be sure to always see what’s new by “liking” The Genealogy Gems Podcast page.

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Additionally, you can comment, like, and share directly from Facebook. This is a great way to share these tips with your genealogy friends and society members.

You can also find our tech tip videos at Lisa Louise Cooke’s Genealogy Gems YouTube channel. Subscribe by clicking Subscribe in the bottom left corner of any of our videos or at the top right corner of our YouTube channel homepage.

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Each week, Lisa will share with you what’s new in the world of technology and especially those tips that will make you a better and more effective genealogist.

Lisa’s first video, Free Google E-Books for Genealogy and Family History, walks you through the steps of accessing free digital books from the comfort of your home. From county histories to family histories, Google e-books are a treasure trove of genealogical information. Using Google e-books helped me find several pictures of ancestors that I had never seen—and that was just the start.

We think you’ll also enjoy our most recent tech tip video entitled How to Use Google Chrome to Identify Old Photos and Images for Genealogy and Family History. Using Google Chrome for your internet browser can be an effective tool for identifying images that are more universally known. While this likely won’t be able to identify an unknown person in your ancestry, you may be able to figure out the location a postcard image was taken.

Join us each week as Lisa shares these great tips for genealogy and more! If you find the information helpful, why not share with your genie friends too!

More Genealogy Tech Tips from Lisa Louise Cooke

online file converter featured image genealogy tech tips tuesdayConvert Files for Free with this Online Tool I Use

Amazon Echo: Why Lisa is So Crazy about It

Chromecast: For Big-Screen Family History

 

 

 

 

 

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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