Episode 206 – Publishing Family History Books

Genealogy Gems Podcast Episode 206

blast from the past podcast episode

with Lisa Louise Cooke

In this Blast from the Past episode:

  • Lisa reprises a favorite research detour into vehicle forensics to identify an old family car and shares tips for creating short family history books like those she given as holiday gifts to loved ones.
  • Hear letters from listeners on a special adoption discovery and a 1940 census mystery that now makes more sense.
  • Your DNA Guide Diahan Southard weighs in with 4 reasons to take a DNA test if you haven’t taken the plunge yet.
  • Genealogy Gems Editor Sunny Morton spotlights the current Genealogy Gems Book Club title, Murder in Matera.
  • The vehicle forensics and family book segments originally appeared in Genealogy Gems Podcast episodes 18 and 13, respectively, and are being republished here for web audiences.

MAILBOX: RICHARD ON THE 1940 CENSUS

1940 census tip: Listen in Genealogy Gems Episode 201 or read it on the Genealogy Gems blog.

Evidentia software helps genealogists organize and analyze their research discoveries. Free 14-day trial available.

MAILBOX: ADOPTEE DISCOVERY

Read the article here.

Tips for using DNA to solve adoption mysteries, taken from a conversation between genetic genealogy experts Your DNA Guide Diahan Southard and CeCe Moore from DNA Detectives.

Join our conversations on the Genealogy Gems Facebook page.

BONUS CONTENT for Genealogy Gems App

Get the app here.

If you’re listening through the Genealogy Gems app, your bonus content for this episode is an audio excursion with Lisa on an old railroad track up to a silver mine in the Colorado Rockies, an excursion she originally shared in Episode 18 of the Genealogy Gems Podcast, not now available online, and is being republished here exclusively for your enjoyment. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

GEM: MAKING FAMILY HISTORY BOOKS

Genealogy Gems Podcast episode 2 with a segment on transcribing diaries was republished as Genealogy Gems episode 134.

Qualities of a successful short family history book, from Lisa Louise Cooke

  1. The book conveys an overall theme.

Start by reviewing all the available material you have. That will give you a good sense of what the time period was like for your ancestor. You’ll also start to understand their goals, experiences, and emotions.  Ultimately a theme should begin to surface.

In the case of A Nurse In Training, I wanted to communicate my grandmother as a young woman taking on a new adventure away from home that ultimately led to this warm, caring woman’s successful career as a nurse. I also tucked a bonus subplot in there of how she just happened to meet her husband at the same time!

You don’t need every scrap of research and every photo to get this theme across. It’s your job to be a sharp editor and to pick out the critical pieces. You want the words and photographs that clearly communicate your theme to the reader.

#2. The book can be read in one sitting.

Like it or not, if it takes too long read, they probably won’t.  Strive to create a book that doesn’t look intimidating.  I create books that are ten to twenty double-sided pages.  People will be willing to pick up a thinner book off the coffee table.  If it’s well done they’ll find that all of a sudden they’ve finished the entire book without wanting to put it down.  The final goal is that they will walk away with a real sense of having gotten to know that ancestor.

#3. It contains the best of the best of what you have.

This goes back to conveying the theme and being a strict editor.  My grandma had many funny stories, but there just wasn’t room for all of them.  I picked the best of the best.  Anyone who reads the book should hopefully come away with the fact that she had a sense of humor and could laugh at herself.  So keep the content of your book focused, full of graphics and photos, and including the best of the best.  If you can capture their interest in the first three pages, you’ll have them for the entire book.

#4. There are lots of photos and graphics.

A picture is definitely worth a thousand words.  Since the number of words in this size book will be limited, photographs will be your best friend.  If you’re lacking in family photos, many of my previous podcasts will give you countless ideas for locating associated photos.  In A Nurse In Training, I included scanned images of skating rink tickets, programs and announcements from my grandma’s scrapbook, and journal pages in my grandmother’s own hand.  These types of items really add texture and interest to your book, as well as help the reader to see that you’ve really done your homework.

#5. Keep it in chronological order.

This may seem obvious, but it’s easy to get sidetracked and start going back and forth in time.  Believe me, for the reader’s sake keep things in chronological order. You as the researcher know this information backward and forwards, but this is probably your reader’s first exposure to it.  Be gentle with them and keep it straight forward and simple.  Your reader will thank you.

#6. You choose only high-quality images and printing.

High-quality glossy pages, good image quality and a hardcover binding all shout to the reader “I’m worth your time, read me!”  For example, I found a drawing of Dameron Hospital where my grandmother worked, but it was a low-quality image and didn’t translate well in the book.  As much as I wanted to include it, I ended up leaving it out. I’m glad I did; it wasn’t critical to the book and there were other ways to communicate the hospital to the reader.

animoto how a genealogy society can grow membership

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.

 

MyHeritage is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

4 REASONS TO RSVP YOUR DNA INVITATION

with Diahan Southard, Your DNA Guide

I used to think that economics was just a series of numbers and calculations that helped to gauge the future growth of companies and countries. In a word: boring. But that was before I discovered that you can study the economics of people and essentially use math to describe human behavior, and therefore in some ways make that behavior more predictable.

This is of course especially intriguing to my current situation as the parent of a teenager, a pre-teen, and a daughter. Teenagers especially are always talking about the things that “everyone else has,” a phenomenon that Malcom Gladwell, one of these interesting people-economists, describes as the “tipping point.” He says that the tipping point is “the moment of critical mass, the threshold, the boiling point.” For my kids it’s everything from the point at which a party becomes fun to doing everything that is humanly possible to procure a fidget-spinner (if you don’t know what that is, ask the nearest 11 year old).

In DNA testing in the United States, that tipping point is now. We have reached the point where most genealogists at least have the passing notion that genetics can be useful in genealogy. Most genealogists (I would guess 85%) who attend the lectures I give have already had at least one DNA test completed. Let’s stop for just one minute and recognize how incredible that is! Not too long ago I was still trying to convince people that this was a good idea and that you didn’t have to dig up your ancestors to do it! But now we have scores of genealogists who have not only tested themselves, but have convinced half their family to test as well!

This got me thinking though, who are those people who haven’t tested? And why not? One category of people sans DNA test are those who have full pedigree charts. I have heard many of them say that they don’t see the need to do DNA testing since they have most of their lines “way back.” To those with the blessing of ancestors who kept better records than mine, I am offering four reasons why you should RSVP to your invitation to DNA test.

  1. Record. First and foremost, your DNA is a record. Just as you have obtained birth certificates and marriage licenses for your ancestors, your DNA is a unique record. It does represent you and your family in a way that no other record can. It is a document of your genetic history, and should be preserved. Further, while you may doubt the ability of your DNA to shed light on your current genealogy, don’t underestimate the contribution it might make in the future.
  2. Second Cousins. And third cousins, and fourth cousins, etc. Having your DNA tested means you can see a biological connection between you and other relatives that have had tested. For many, the idea of meeting or forming relationships with distant cousins is not appealing. But even if you have no intention of attending DNA family reunions or even in corresponding with these relatives, there is something reassuring about seeing them there on your match list. There is a certain thrill that comes with recognizing the connection between you and someone else. A connection that may not add any new names to your tree, but it helps you feel a deeper connection to your ancestor, and a greater appreciation for your biology.
  3. Verify. Which brings me to the next point. Seeing these cousins on your list can actually help verify the genealogy you have already collected and documented. It helps to reassure you that you have made the right steps along the way, and may help you gain additional resources about your relative through their descendants that you find on your match list. Resources that can help turn that ancestor from a name on a chart, to a story and a life worth preserving.
  4. Philanthropy. The last reason to go ahead and have your DNA tested is to help others. If you have been lucky enough to fill in most of the blanks on your tree, you can help others do the same by simply having your DNA tested. Your DNA provides a link to your tree that might be just what someone needs to overcome a brick wall in their family history.

So, if you have been hanging out on the outskirts of DNA testing because you feel like your tree is full enough without it, remember to RSVP to your invitation to be DNA tested, and join the party!

GENEALOGY GEMS BOOK CLUB: A FAMILY HISTORY MURDER MYSTERY!

Murder in Matera: A True Story of Passion, Family, and Forgiveness in Southern Italy by journalist Helene Stapinski. A story of poverty and power, love, tragic decisions, and a courageous and desperate woman’s leap for a new life across the ocean.

Murder in Matera continues to unravel a past Helene explored in her fantastic first family history memoir, Five-Finger Discount: A Crooked Family History. Find a whole list of fabulous family history-inspired reading at the Genealogy Gems Book Club!

Rootsmagic

Genealogy Software

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. RootsMagic is now fully integrated with Ancestry.com, too: you can sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

 

Visit http://www.backblaze.com/lisa

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/lisa.

GEM: VEHICULAR FORENSICS: Updated links, tips and resources

Here’s the original photo of my grandma next to her father’s car:

The original zoomed in image of the license plate:

The license plate with the “alternative light source” applied:

Since I first published this episode, iGoogle has gone away.

Websites for identifying old cars:

Hubcap Café.com: Collector Car Resources

Flickr group called Vintage Car Identification

From ItStillRuns.com: “Veteran cars were manufactured before 1903, vintage cars were made between 1903 and 1933, and classic cars are considered to be vehicles manufactured from 1933 until fifteen years ago.”

Learn more about ArchiveGrid in Premium Podcast episode 149 (Genealogy Gems Premium subscription required) and in this blog post: How to find original manuscripts and documents using ArchiveGrid.

The Genealogist’s Google Toolbox by Lisa Louise Cooke for Google searches and even YouTube:

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Available in the Genealogy Gems Store

Take a ride in a 1928 Willys Knight made in, owned in and driven in Toledo, Ohio”

Forensic Files channel on YouTube

More updated resources:

The Colorful History of California License Plates” in LA Magazine

TIP: Remember that you may be able to make great discoveries IN old photos with your photo editing software (even just with whatever free software is on your computer):

1. Open up the photo editing software

2. Open the photograph in question in the program

3. Use the trim feature to zoom in on the license plate?or whatever feature you want to focus on

4. Zoom in to make it easier to see

5. Try using both the Brightness and Contrast feature of your program in combination until you achieve a favorable result

6. Apply Auto Sharpen for further detail

Savvy tips to help identify old photos

Photo editing apps and software for family history

The Photo Detective by Maureen Taylor is your ultimate guide to identifying old objects in pictures to help you learn more about your family history.

Get the book here

 

PROFILE AMERICA: FIRST TRAFFIC LIGHT

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager

Resources

Download the episode

Download the show notes

Google Searches for Genealogy Leads to an Opera’s Worth of Stories

Google searches for genealogy are a main focus of our Google Guru, Lisa Louise Cooke. Read this inspiring story of how one Genealogy Gems reader used Lisa’s Google search tips to find a trove of family stories worthy of an opera.

Google searches for genealogy

Opera house image courtesy of National Archives and Records Administration via Wikimedia Commons.

You never know when the amazing technology of the internet and Google will lead to a discovery that will open the doors on your family history. I recently received a letter from Genealogy Gems listener, Kristen. She shared the sad tale of her maternal grandmother’s history. Her grandmother had lost her mother before the age of two. Then, as an only child, her father abandoned her to be raised by a less-than-loving step mother. This young woman grew-up and had children of her own, but all she had in the way of a family history was the memory of her father’s name and a handful of unnamed photographs.

Merton E. Markert

Kristen went on to say, “She never really spoke of her sad childhood, save to say that the stepmother would tell her she had always been unwanted and that her mother was unloved and the marriage was forced.”

Among the handful of mystery photographs of her grandmother as a child, was a brief article from a newspaper. It was a lesson in manners titled Silence is Golden and it was written by Merton Markert, a student of the Modern Classics. A photo of a young woman was attached.

 

Using Clues for Google Searches for Genealogy

Here’s the rest of Kristen’s letter:

I took your advice and Googled Merton Markert Modern Classical Silence Golden. Up came the Lancaster High School Yearbook for 1905, featuring p. 41, the senior class portraits with their course study descriptions and a small personal quote for each. There was that exact photo of her, and the name Merton Markert, Modern Classical with the quote, “Life seems a jest of Fate’s contriving.”

Photo courtesy of Kristin Wat

The whole yearbook had been digitized by Mocavo, and it is the only yearbook for that high school in several years. My great-grandmother [Merton Markert], who had been buried and unspoken for a hundred years, had reached out to me. She wanted me to find her! Lisa, I cannot adequately describe the feelings I experienced at that moment of discovery. You understand how a moment like that feels, I’m sure. The chills, the tears…I felt like I was staring into her eyes, reaching through a century of silence, and finally able to acknowledge her sacrifice and legacy.

On the football team that year was my great-grandfather, and the whole book was ripe with clues that still hold nuanced significance.

From there, I was able to grow a tree on Ancestry.com and get the basics. But that does not tell you who the person is, the struggles, the character, the story. So taking your lead, and thinking like my brother the Sherriff Detective, I got creative. Using all kinds of searches and sniffing and turning over and under, I was able to uncover a veritable opera’s worth of stories within this one branch [of my family tree]. The cast of characters include: A Colonial founder, a secret bastard half-sister, a suicidal mother, a Klondike Gold Stampeder, alcoholics, a rejected Baptist Pastor, a homosexual affair-turned-murder victim,  a bonafide Monuments Man (buried at Arlington), and a chorus of war veterans. And cancer. Lots of it. In fact, breast cancer was the reason for Merton’s death in 1910. That kind of information is vital to my sisters and female cousins.

So thank you, my clever inspiration.

Ain’t opera grand?
 

Lisa’s Response to Kristen with Additional Ideas

Thanks for sharing your fascinating story. I completely understand the emotions you felt the moment she was looking back at you on the screen. Those moments are precious and meant to be savored!Using search techniques from my book The Genealogist’s Google Toolbox, Second Edition, I also discovered this same yearbook on the  robust and free Internet Archive website. Perhaps there is more there to be found. And I have an additional idea I thought you might like to try. It’s Ebay.

Ebay currently has a commencement program from 1902, old post cards of the school, and other yearbooks from Lancaster High School. Who knows what could be put up for auction in the future. You could sign up for a free Ebay account, run a search, and then click to Follow the search. You will then be alerted to future auctions that match your criteria. Happy hunting and thanks for being a Genealogy Gem!

Genealogy Gems Premium Members can listen to Premium episode 16 which goes in depth into my Tips for Finding Family History Related Items on eBay.

More on Google Searches for Genealogy

Google is an effective and easy-to-use genealogy tool, you just need to know a few basics. Watch my YouTube video on speaking Google’s language and be sure to subscribe to our YouTube channel so you don’t miss any of our tech tips and more!

Social History for Genealogy and the Colored Farmers’ Alliance

Social history plays a significant role in successful genealogical research. The events of a particular time-frame shed new light on the lives of our ancestors and ultimately lead us to new finds. In this post, Gems Reader Trisha asks questions regarding her family’s ties to the Colored Farmers’ Alliance.

social history for genealogy

“The Colored Farmers’ Alliance.” NBC News. NBCUniversal Media. 29 July 2007. NBC Learn. Web. 22 January 2015.

Did a Member of the Family Belong to the Colored Farmers’ Alliance?

Our Genealogy Gems Editor, Sunny Morton, received the following email recently from Trisha:

I am researching my great-grandparents in Northeast Arkansas. The census records I have found so far list that my great-grandfather was a famer. So, I started looking up farming associations hoping that maybe he was a member and I could find out more information about him and possibly any relatives that lived nearby. I came across the Colored Farmers’ Alliance that was in existence from 1886- 1891 in the southern states, but I have only been able to find out basic general public information about this agency. Do you know if, or how, I can find an Arkansas member list or something similar? Any help or advice you can give me would be greatly appreciated.

The History of the Colored Farmers’ Alliance

The Colored Farmers’ Alliance was formed in 1886 in the state of Texas. A group of southern African-American farmers had been barred membership to the other Farmers’ Alliances and hoped by creating this group, they would be able to cooperatively solve the common problems of its members. The group also encouraged African-American farmers to become economically independent by purchasing homes and eliminating debt. [“Colored Farmers’ Alliance,” The Gilder Lehrman Institute of American History (https://www.gilderlehrman.org/history-by-era/populism-and-agrarian-discontent/timeline-terms/colore : accessed 28 Oct 2016).]

The organization took off and spread across the Southern United States. It’s peak membership was up to 1.2 million in 1891. However, the organization did not survive long. In 1891, the Colored Farmers’ Alliance called a general strike of African-American cotton-pickers and demanded a wage increase from 50 cents to $1 per hundred pounds of cotton. The strike failed and the group dissolved. [“Colored Farmers’ National Alliance and Cooperative Union,” Wikipedia (https://en.wikipedia.org/wiki/Colored_Farmers%27_National_Alliance_and_Cooperative_Union : accessed 28 Oct 2016).]

Pulling Together Some Answers

We pulled the whole team together for this one, and Sunny reached out to me regarding Trisha’s questions. In our initial research, we didn’t come across any references online to membership lists for any branch of the Colored Farmers’ Alliance, including Arkansas where Trisha’s ancestors lived. We did however find an article titled Preliminary research for writing a history of the Colored Farmers Alliance in the Populist movement: 1886-1896 by Omar Ali, written May 11, 1998, which states:
“Little detail is known about individual members of the Colored Farmers Alliance, including its leadership.”
That may not be surprising considering that the organization was attempting to improve member’s situations and fight for better pay. It’s possible that members may not have wished to be named due to concerns about repercussions. It would be important to learn more about the organization and the political and historical environment in which it operated in order to determine the probability of membership rolls existing or surviving.
While not everything is online (by any stretch of the imagination,) the web is the best place to do further homework to track down offline resources. Trisha could start by contacting the Arkansas State Library, and then exploring these search results from WorldCat.org which include a variety of works on the subject. It would also be very worthwhile to spend some time digging into the wide range of online resources such as Google buy syphilis medication Books and the Library of Congress’ Chronicling America digital newspaper collection. Let’s do that now!

Google Books

A search of colored farmers alliance delivers several results on the topic. Use search operators to help Google deliver even better results, by putting quotation marks around the search phrase “colored farmers alliance.” This instructs Google to return only web pages that contain that exact phrase. You’ll find more Google search strategies in my book The Genealogist’s Google Toolbox, which also includes an entire chapter on using Google Books for genealogy.

Here’s an example of one book I found called The Agrarian Crusade: A Chronicle of the Farmer in Politics by Solon J. Buck (1920).

 

Click here to see the entire search results list for the search query Colored Farmers Alliance in Google Books.

While I didn’t discover any references to actual member names beyond some of the leaders, Google Books certainly offers more depth and history on the Alliance.

Digitized Newspapers

colored farmers alliance

Indian chieftain., March 03, 1892, Image 1 at the Library of Congress’ Chronicling America.
(The Indian Chieftan was published in Vinita, Indian Territory [Okla.]) 1882-1902

While only a small fraction of newspapers published throughout history are digitized and online, what can be found offers a wealth of information. The Library of Congress’ Chronicling America offers an excellent cache of searchable newspapers for free. Subscription websites such as Ancestry’s Newspapers.com and Newsbank’s GenealogyBank offer real value if the newspaper you seek is held within their collections.
Since Chronicling America is free, that’s a good place to start. At the main search page, click the Advanced Search tab. On that page, you will have the option to search by state, publication, and dates. Under “Enter Search” fields, there are three options. Type the phrase colored farmers alliance into the “with the phrase” field. That will narrow the search results down to newpaper pages that include the entire phrase and will eliminate pages that have some or all of the words independent of each other. A search of all states for that phrase delivers over 325 digitized newspaper pages featuring articles that include that phrase.
At Newspapers.com, I found dozens of references as well, many from Arkansas newspapers. I also noticed that several individuals wrote and signed letters to the editor on the subject.

For more help on researching newspapers for genealogy, listen to my two part podcast series titled “Find Your Family History in Newspapers, Part 1 and Part 2.”

colored farmers alliance

members named

Google Scholar

Google Scholar offers not only well-researched works on a given subject, but also the ability to request only results with source citations. These citations not only help you weigh the accuracy and value of the paper, but provide intriguing new leads for research materials.
Using the same search operators as I did in Google Books, I retrieved over 175 results. To filter these results to only those with source citations, click the “include citations” box on the search page at the bottom, left side.
google scholar search for colored farmers alliance
The savvy genealogist will also want to experiment with variations on the query by adding words and phrases such as members included, members list, list of members, and so on.

YouTube

Since I devoted another chapter of my book to using another free Google tool, YouTube, I would be remiss if I didn’t run a quick search at the video giant website. Here is a link to the video I found online.

It’s amazing what the family historian can discover from the comfort of their own computer. With so many valuable resources discovered through an online search, a well-prepared trip to the library or archive will prove even more fruitful.

Evernote vs. OneNote, Free vs. Paid, What’s a Genealogist to Do?

(UPDATED May 22, 2020.) Is your head swirling with questions such as Evernote vs. OneNote? Or are you wondering about free vs. paid accounts? These are common questions and I have some uncommon, but very effective, solutions for you! Here’s an email I received recently from a Genealogy Gems Premium member on just these questions and the solutions I dished up to answer them.

Evernote vs. Onenote Free vs. paid

Sherri’s Dilemma and Questions

Sherri wrote in with a question I frequently receive:

“I have been a very satisfied Genealogy Gems Premium member for a few years now. Given the recent limitations on the free version of Evernote only to be used on two devices, how does OneNote compare to Evernote?

I use Evernote on my desktop PC, my laptop, my iPad, and my iPhone. Now, I have to choose which two devices to use it on (to stay with the free version.)

Sometimes I use my laptop and sometimes I use my iPad when I am out. Other times, I might be somewhere unexpectedly and only have my iPhone with me. And of course, most of my computing is done at home on my desktop PC so I must have it loaded there. What a dilemma!

Since I am on a limited fixed income, I can’t afford to pay to add devices for my notes. Luckily for me, I have only begun to get “addicted” to using Evernote and only have 224 notes so far. If I need to transfer to another application, it would be much easier to do it now rather than later.”

A short while later I received this follow up email from Sherri:

“Hi, Lisa. Me again.

I do listen to you, but sometimes I panic and scream for help before calming down and remembering your advice. LOL

I took your advice and searched YouTube for “Onenote vs Evernote.” I found a couple of very good videos by dottotech. His comparison videos are “Evernote vs OneNote – 5 Key Differences” and “Evernote vs OneNote Follow Up Q&A – ADT 28.” I was hoping he would compare the free version of Evernote with the free version of OneNote. He made a big deal out of the searching capabilities of Evernote over OneNote, but the new basic Evernote doesn’t search text in PDFs or in Office docs (per Evernote’s feature comparison). Also, you really have to rely on having really good tags [to find what you are looking for.]

The new Basic plan only OCRs text in images. That being the case, it seems the searching on text capabilities are better in OneNote, but the tag feature in Evernote makes it more robust. Too bad OnNote doesn’t have tags or keywords or something to categorize the notes. It does, however, have the ability for more notebooks and sub-notebooks than Evernote does and lets you organize like you would paper. That would be an attractive feature for many.

He did give me a good idea in his video. He suggested we keep the Evernote app on our mobile devices and use Evernote in the browser on our PCs and laptops. That just might work for me, but I don’t like Evernote’s user interface on the browser. I don’t know if I can work with it that way.

My biggest concern with OneNote, however, is that it uses OneDrive for the cloud syncing part. I received an email from Microsoft that on August 10 [2016], my free OneDrive storage will be reduced from 30 GB to 5 GB!

I spent a lot of time reducing my used storage to 4.4 GB. The biggest thing I use it for is to store the media files that my RootsMagic file links to so that I will have them available from my laptop or iPad. I also keep my RootsMagic family file in Dropbox so that the RM app will always have the most current data, rather than having to remember to copy it to Dropbox after each use.”

Evernote vs. OneNote

I totally feel your pain and understand your dilemma. In the last decade of tech in particular, the “freemium” model has been used by many online services (websites and apps). The intent is to get folks to try their service, and hopefully love it, so they will want to pay for richer features. After several years, the pressure is on to pay back investors and sometimes just simply stay afloat. It is then that the right to change the terms gets invoked. You cited two great examples: Evernote and OneDrive.

As a small business owner myself, I can appreciate the need to stay afloat so that you can continue to provide quality services to people who need them. That’s why, with my top favorites in tech, I take the plunge and pay for the upgrade in service if I possibly can. I figure that I’m helping them to keep doing what they are doing and I will reap the benefits. But, we all have our economic limits and sometimes we have to get more creative in order to continue using the services.

One of the first things to consider when choosing between Evernote and OneNote is each company’s focus. Evernote is in the business of cloud note-taking. It’s all they do, and all of their resources are invested in the Evernote product. By comparison, OneNote is just one small program under the massive Microsoft umbrella. Cloud note-taking is not their core business. So on the score of company focus, Evernote comes out ahead. 

The next thing to consider is whether or not your are a very heavy user of Microsoft products such as Word, Excel, and other programs. If you use these heavily in your research and work, then you might want to go with OneNote since it is built to coordinate with those products. If not, then again Evernote would be my choice, particularly if I already had my notes in Evernote.  The good news is that in everyday use, you typically can’t go wrong with either. 

You touched on something that differentiates Evernote from OneNote. Evernote limits how much you can upload each month (free=60MB, Premium=10GB), but there is unlimited storage. OneNote is connected to OneDrive with a free limit of 5GB total storage. Currently, you can get 50GB for around $2/month. (Of course plans can change, so check their websites for the most current pricing and limits.)  I believe it may also be possible to connect OneNote to another storage service if you so desire. So, the way that you create notes could help you with the decision. A heavy note-taker would probably be better off with Evernote Premium with tons of monthly uploads and no storage limits. However, a lighter note-taker would probably save money with OneNote and the free storage of OneDrive. Check the current storage offering by Microsoft and OneNote here

Free vs. Paid

If after careful consideration you decide to throw all your notes into the Evernote basket, then there is a decision to make: free vs. paid, and if paid, which plan? I bit the bullet and bought the Premium service which falls price-wise between free and Business. I want Evernote to stay around and considering how important my genealogy research notes and all the other notes in my life are, $7.99 a month seems like a bargain. With the Premium service, you get unlimited devices and your monthly upload soars from 60 MB to 10 GB. You just bought yourself a lot less stress and a lot more freedom to research genealogy.

If you feel it’s in your best interest to stay with the free version of Evernote, then I’ve got some creative solutions for you:

Creative Solution #1: 

I suggest in my lectures that you can use your two allowed devices for those you use most often. For me, that would be my desktop computer and my phone. For you, it may be your phone and your laptop.

Remember, you can always use the website app at www.evernote.com in any web browser, both on a computer or mobile device, to access your notes. It does not count toward your device allowance. Like you, I prefer the desktop software and app over the website version, but it does do the job.

Use Evernote for Genealogy Computer file

We’ve got you covered on Evernote for Genealogy

Creative Solution #2:

If you have a tablet and a phone you may be tempted to make them your two free devices and then use the web version of Evernote on your home computer. However, while you may carry your tablet with you much of the time, you probably always carry your phone with you. With a two device limit, having both of your mobile devices be the primary devices using the app is pretty redundant and unnecessary. Instead, consider having your phone (which you always carry,) and your home computer or laptop (which you likely use a lot) be your primary devices.

If you don’t want to use your browser on your tablet, I have a solution for you straight out of my book Mobile Genealogy: How to Use Your Smartphone and Tablet for Family History Research. You can use the free Chrome Remote Desktop to remotely access and use your home computer from your tablet and smartphone. Get it here for Android, and here for Apple devices.

How to set up Chrome Remote Desktop access:

  1. Start on the computer that you are going to access remotely.
  2. Open the Chrome browser.
  3. Go to https://remotedesktop.google.com/ 
  4. Click the Get Started button and follow the instructions. 
  5. Leave your computer one and connected to the internet. It’s OK if your computer goes to sleep when you’re not using it. When you remotely access it, it will “wake up.”
  6. After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
  7. Connect the app to your home computer following the Chrome Remote Desktop instructions. (Your tablet will need to be connected to the internet for it to work.)

Now when you want to use the Evernote software on your home computer, you can gain remote access to it on your tablet using Chrome Remote Desktop. You’ll be able to do everything you want to do on the Evernote software from your tablet. You will also be able to access all of those notes later on your phone or through your tablet’s browser with evernote.com.

This handy solution is going to solve your challenge with the size of RootsMagic genealogy database files. Since you can now access your computer remotely with your tablet, there’s no reason to keep the file on OneDrive! (But please do be sure that your computer is backed up! I recommend and use Backblaze. Click here for more info on that.) You can now work directly on your RootsMagic software even from your tablet or smartphone. Isn’t technology fabulous?

I hope these ideas help you make the decision that is right for you and right for your family history. My personal goal, and our goal here at Genealogy Gems, is to help you succeed in the pursuit of your family history!

Resources

Book: Mobile Genealogy by Lisa Louise Cooke available at the Genealogy Gems Store.

mobile genealogy book

Book by Lisa Louise Cooke

Video: Evernote for Genealogy: What It Is, & Why You Would Use It at the Genealogy Gems YouTube channel.

Genealogy Gems Premium Video Classes by Lisa Louise Cooke:

Genealogy Gems - Family History Podcast and Website

Members have access to hundreds of videos, downloadable handouts, and exclusive podcast episodes.

All of these videos are available to Genealogy Gems Premium Members. Sign up and gain access here.

 

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