Want tips to keep your online trees current with the master version in your family tree software? I’ve fielded several questions recently from Family Tree Maker users that might be useful to everyone.
In the wake of the announced retirement of Family Tree Maker software, questions continue to pour in about how to use family history software along with online trees. I’ve also taken a couple of questions from people wondering whether to continue their subscriptions at Ancestry.com if they’re not using Family Tree Maker. Find my answers below–and thanks to Gladys, Charles, Lisa and others for sending in these great questions!
Q: “Why switch from Family Tree Maker if it still “works” even after it’s retired? Ancestry.com and its tree system can be continually updated via GEDCOMs (click here to learn more about GEDCOMs) from one’s current Family Tree Maker for as long as one desires. The key problem is that support for FTM will soon disappear.”
A: Yes, you’re right, the key probably is that support will be gone. Into the future, as operating systems and hardware change, FTM users will likely eventually experience problems and ultimately be unable to continue reinstalling it onto new computers. (As I mentioned in this article, this happened to me with my first database.) While it isn’t an emergency, there is an advantage to migrating now. Other companies are offering great specials, and are currently knowledgeable and focused on assisting FTM users in making the move and ensuring that all of their data migrates successfully. Click here to learn about some of these specials.
RootsMagic is a sponsor of the Genealogy Gems Podcast, and the software that I use personally. The following question came from a listener who wanted to know more about it and how to move their data:
Q: “Can you explain more about RootsMagic and what it can do? Will it allow a transfer of data from the old Family Tree Maker files where I have already stored significant amounts of information?”
A: You can download your content from Ancestry and then load that into RootstMagic. This article on the RootsMagic blog will guide you. And they have an entire “Help” page here devoted specifically to assisting Family Tree Maker users. (Click here to learn why I recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast.)
Q: “Should I just resign myself to having to upload a new GEDCOM to RootsMagic every month to add any new people/content I’ve found on Ancestry.com?”
A: Rather than adding info to my Ancestry tree and then duplicating it in RootsMagic, I look at it the other way around. I enter new found data directly into RootsMagic as I work. I may go ahead and add it to my Ancestry tree as well, but it really depends on what it is. You see, I view my Ancestry.com tree as a drafting table or a work space, not the final resting place for my family tree. For me, a little extra effort is worth keeping control of my data.
I really don’t foresee Ancestry.com resurrecting Family Tree Maker or selling it to another company. This article explains some of the business reasons why.
Q: “If I continue to use Ancestry.com and add content to my online tree, what is the best way to get that content into my RootsMagic tree?”
A: You can download your content from Ancestry and then load that into RootsMagic. This article on the RootsMagic blog will guide you. I think after reading all my answers here you will see that I use Ancestry and MyHeritage as research tools, and RootsMagic as my master complete genealogy database. So I leave RootsMagic open on my computer in the background, and pop over to that window to enter confirmed data as I am working on the various websites.
BONUS QUESTIONS! Ancestry.com and MyHeritage.com Subscriptions
Here are my responses to Family Tree Maker user questions about where to invest their subscription dollars and efforts.
Q: “Do you recommend not using Ancestry.com for research anymore?”
A: I think Ancestry is a treasure trove of genealogical data and documents, and I absolutely will continue to use it. However, as I mentioned in my article, I’m a believer in housing my master family tree on my own computer, and backing up that computer to the cloud (I use BackBlaze. I like the service so much they have become a sponsor ofthe Genealogy Gems Podcast.) That way I control the data and know it is protected. I don’t use Ancestry trees for my master tree. Rather, I upload a GEDCOM of the branches I want to generate leads for (shaky leaves). When I find new information I may or may not add it to my Ancestry tree (based on my research needs) but I always add it to RootsMagic master database.
Q: “Should I switch to MyHeritage?”
A: MyHeritage is a great website as well. I use it in much the same way I use Ancestry (above). It has been invaluable for my international research. (Click here to learn why I recommend MyHeritage.com, which is also a sponsor of the free Genealogy Gems podcast.)
Final thoughts: In the end, it’s your data and your decision. I hope you’ve found these conversations helpful as you do your own homework on what is right for your family tree.
More Gems on Family History Software and Online Trees
A GEDCOM file is a universal type of file that genealogists use to move data from one genealogy software program to another. Using these helpful tips below, you can open genealogy files your family members send to you, or share your data with others.
When and Why You Would Need to Open a GEDCOM File
A Genealogy Gems reader recently wrote:
I recently signed up for [the Genealogy Gems] newsletter. I received a CD from a relative with family history information that was set up through Family Tree Maker. I am currently not subscribed to any of the genealogy sites. My question is, how can I retrieve this information [from the CD.] Can you help?
The answer to the question is: Use another program to open the GEDCOM file from the CD. Let me show you how easy it is to open and create GEDCOM files.
GEDCOM Basics
GEDCOM is an acronym standing for Genealogical Data Communication. It is a universal genealogy file that allows you to exchange genealogical data between different genealogy software programs.
Because it is “universal” in nature, a GEDCOM file can be read by many different types of genealogy software. That means, if you are using RootsMagic, you can still share all the data you have collected with your cousin who uses Family Tree Maker, and she will not have to type in all the names, dates, and places manually.
Occasionally, not all the information included in a GEDCOM file will transfer perfectly. There are differences in how that information is interpreted and some things, like notes and sources, may be affected. However, for the most part, much of it will transfer correctly.
How to Open a GEDCOM File
Our reader needs to open a GEDCOM file contained on the CD he was sent. To do this, he must have a program on his computer that will read a GEDCOM file. There is an option I would like to share with you.
RootsMagic is a downloadable software for both Mac and PC users. (And, it is the one we here at The Genealogy Gems Podcast use! That’s why we accepted them as a sponsor of the podcast.)
Once you have downloaded RootsMagic to your computer, open it. At the top left corner, click on File and from the pull-down menu, choose Import.
Now, a new pop-up window will open and ask from what source you would like to import from. You will notice several options, but for our reader’s question, he will choose the GEDCOM option.
Then, choose I know where the file is, and the file explorer window will appear. In this case, our reader would click on the CD that he has loaded into his computer’s disk drive, and follow the prompts to open the GEDCOM file. All that information his relative sent him will be slurped into RootsMagic and he can easily look through the pedigree of his family.
Creating a GEDCOM to Share with Others
RootsMagic also allows you to create a GEDCOM file. This is what you would send to your relatives when they would like to have a copy of the family tree.
To do this, open RootsMagic. Click on File, as we did before, and this time choose Export from the pull-down options.
The export box will pop-up. You can choose what you wish to have included in this export. I typically choose Everyone, but you can do yours by family names by clicking on the down arrow next to Everyone and choosing Select from list.
Once you have clicked OK, the GEDCOM file is ready to be saved to your computer. Save the file on your desktop or somewhere you will be able to locate it again. Remember to name the file and pay attention to where you are saving it!
Creating a GEDCOM from Ancestry.com
If you have stored your genealogy data at Ancestry.com, you may be interested to know that you can create a GEDCOM file for your family tree there as well. It’s just a matter of signing into your Ancestry account, locating the Tree Settings, and then clicking Export. I found a nice article outlining the steps on how to do that here.
Protecting Your GEDCOM Files
Creating a GEDCOM is also a great way to save or backup your hours and hours of family history research. One of the saddest tales of genealogists everywhere is losing their computer or printed family files with all that work!
GEDCOM files can be saved to a hard drive, saved to an external unit, emailed, put on a thumb drive, or uploaded to the Cloud. You can also invest in a company like Backblaze, the official backup of The Genealogy Gems Podcast, that will automatically backup all your files. (Read more about Backblaze, here.) All of these methods protect you and your genealogy.
More on Protecting Your Genealogical Data
Learn more about Backblaze, The Genealogy Gems Podcast’s first choice when it comes to backing up precious genealogy research and personal files. Read the article’s below and determine if Backblaze is the answer you’ve been looking for.
PREMIUM: Elevenses with Lisa Episode 41 Show Notes
Welcome to Elevenses with Lisa, our weekly 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!
As you know, birth, marriage and death records are essential to genealogy. We call them vital records, and there are two types: civil and church. Each records unique information. To get the full picture, you need both when available.
In this week’s Elevenses with Lisa show, my special guest wrote the book on finding U.S. Church Records. Sunny Morton is the author of How to Find Your Family History in U.S. Church Records. She’s going to help us discover the important and very unique role that church records play in genealogy.
Even though Sunny’s book is focused on how to find records in the U.S., everyone can benefit from seeing how church records can be effectively used to solve genealogical challenges.
GET THE BOOK:
Sunny Morton’s book is available atAmazon (Affiliate link – we will be compensated when you use our link which helps support this show. Thank you!)
Church Records in Genealogy
In this episode Sunny provided three case studies testifying to the value of using church records on common genealogy brick-wall topics:
finding an overseas birthplace,
finding unknown parents’ names,
and finding unique insights that turn boring names and dates into compelling stories and ancestral identities.
Using Church Records to Find an Immigrant Ancestor’s Birthplace
She was looking for an overseas birthplace for Carolina O’Hotnicky, an immigrant who lived much of her life in Olyphant, PA, and died there in 1937. Sunny searched for and found many common genealogical records: census records, Carolina’s husband’s naturalization records, and her death certificate. None of these records revealed her birthplace. Church records offered new hope.
Carolina gave birth to several children whose baptisms were recorded at Holy Ghost Catholic parish. Sunny contacted the church, and they sent her transcribed certificates that listed an overseas birthplace for the children in what is now Slovakia. This didn’t quite make sense since the children were baptized just a day or two after the date of their birth in Pennsylvania, U.S.A.!
Sunny inquired about the discrepancy and the original confidential church register was rechecked. As can often happen, a slight error was made. The country listed (Slovakia) was actually the birthplace of both of the parents. Subsequent research into these overseas locations confirmed that to be the case.
As in this case, Catholic baptismal records can be an especially wonderful resource for finding an ancestor’s parents’ overseas birthplace. Access to original registers can vary by church, so it’s possible you may not be allowed to see them in person.
This is not an isolated case of church records providing important information about ancestral hometowns. In fact, a study from 2013 showed that the US source most likely to reveal an immigrant’s ancestral hometown was church records!
U.S. Records most likely to reveal the hometown of a German immigrants:
Local church vital records 65-76%
Military muster and pension records 20-30%
County genealogies 20-25%
State death certificates 20-25%
Passenger arrivals, obituaries, county histories, state censuses 15-25%
Church records are often a source of ancestral hometown information
When you find a record transcription, go the extra mile and try to obtain a copy of the original for review and comparison.
When in doubt or when information doesn’t quite add up, go back and carefully revisit the source.
Using Church Records to Find an Ancestor’s Parents’ Names
Sunny shared the case of Henry Fox who was born in Colorado in 1890. He died in Colorado in 1961. Sunny found the Henry’s civil marriage record at the Colorado State Archives. Unfortunately, it didn’t mention the couple’s parents’ names. As was the case with Carolina O’Hotnicky, other typical genealogical records did not provide the answer.
A close inspection of the civil marriage record did provide a very valuable clue. The document was signed at the bottom by the officiant “G. Raeber, Pastor”, indicating that a church marriage record would also have been created. But which church? The first line of the document provides the extra nugget of required information: “a Catholic priest.”
Sunny used the strategies from my book The Genealogist’s Google Toolbox and located a Catholic Directory from 1889 in Google Books. This is a great example of church related records and sources that fall outside of birth, marriage, and death records. (Learn More: Discover more surprising genealogical sources that can be found in Google Books in Elevenses with Lisaepisode 30.)
Using strategies laid out in her book, Sunny tracked down Father Raeber’s assigned parish for that year, St. Ann’s. She learned that the parish is closed, but she was able to find the records at the Archdiocese of Denver archives.
As is often the case, the archives would only send her excerpts – a copy of the single line from the marriage register book – but it was enough. These snippets told her the ages and birthplaces of Henry Fox’s parents. And it provided THEIR parents’ names! “Hallelujah!”
Church Records Search Strategies Recap:
Carefully inspect civil records for clues such as the officiant.
Use Google search, and specifically Google Books to search for supporting historical information.
Take the time to track down where records are archived today and make inquiries.
Unique Insights Provided by Church Records
While reviewing the obituary for Oglesby Johnson found in an old newspaper, Sunny discovered a bit of information that could provide leads to tracking down the church he may have attended. Listed in the obituary was the name of the church where the funeral was held (New Hope Church) and the names of several Reverends.
Sunny set out to try to find the church on a map from the time period. She found success at the Family History Library in Salt Lake City. There among the many unique historical maps in their collection, Sunny found a hand-drawn map of the Hartwell, Georgia area. On it was drawn the church and several residences.
Next, she turned to Google Earth to try and find the location today. Google Earth provided a wonderful aerial view as well as an up-close view of the church and cemetery today thanks to Street View. (Learn More: Watch episode 12 of Elevenses with Lisa to learn more using Google Earth for Genealogy. You can also find step-by-step instructions for many genealogical projects in Google Earth in the book The Genealogist’s Google Toolbox.)
Armed with information about the cemetery associated with the church she turned to the Find a Grave website. There she found a plethora of Johnson burials. Continued research dug up the book History of Reed Creek by Hugh Gray Jr. (Hartwell, GA: Gray’s Printing, 2002) which provided an insider’s view of community life in the church.
As is sometimes the case, Sunny was unable to locate records from church. However, she did discover there was a predecessor church. The New Hope Church was created when some existing members withdrew from the Reed Creek Baptist Church. She turned to PERSI, the PERiodical Source Index to look for old church records that may have been transcribed in an item like a journal or newsletter. In this case the records were transcribed and published in the Savannah River Valley Genealogical Society Newsletter! She found it on the shelf at the Allen County Public Library Genealogy Center. (Learn more about the Genealogy Center at the Allen County Public Library in Elevenses with Lisaepisode 31 with Librarian Allison Singleton.)
She found that the Reed Creek Baptist Minute Book transcription showed Oglesby’s parents and the enslaving family. Sunny turned to a local area research who was able to track down the original records. These records had even more information than was provided in the transcription.
Church Records Search Strategies Recap:
Clue to church records can be found in historical newspaper articles such as obituaries.
The Family History Library in Salt Lake City has a vast collection of unique historical maps and gazetteers.
Google Earth is an excellent free software program for finding geographic locations.
Search for cemeteries and ancestors for free at the Find A Grave website.
Search PERSI to find old journals and newsletters for organizations such as genealogy societies. Read my articlePERSI for Genealogy: the Periodical Source Index to learn how to search the index and how to gain access to the records.
Turn to local area researchers as needed to gain access to hard to access records.
Recap: Genealogy Found in Church Records
Names, vital events, relationships
Overseas birthplaces and other places
Info on hard-to-find ancestors
Contemporary accounts
Unique stories
Sunny Says: “In many places, churches kept records of members’ names, locations, vital events, and family members’ names long before comparable government or other community records did the same. Better yet, church records weren’t generally kept at a courthouse, so if some of those important government records were destroyed by fire or other disasters, local church records from the same time period may not have been affected. Church records were often created at the time of an event, making them a relatively reliable source of information.”
Get Sunny Morton’s Book
Records created by U.S. churches are an often-overlooked resource for genealogists. But they can be a fantastic brick-wall buster, helping you find your immigrant ancestors’ overseas birthplaces, learn more about elusive ancestors (especially women and children and ethnic minorities), and flesh out their life stories. In How to Find Your Family History in U.S. Church Records by Sunny Morton and Harold Henderson, you’ll learn to identify where a family may have worshipped, find any surviving records and put them to use for your family history.
Get 20% off your purchase of How to Find Your Family History in U.S. Church Records with coupon code LLC20 when you shop at Genealogical.com. (Expires 2/5/21)
One of the advantages of tuning into the live broadcast of each Elevenses with Lisa show is participating in the Live Chat and asking your questions.
From Bill: Loved your church records w/ Sunny. I found Roman Catholic sacramental records for all US military in NY. Here is the link: Catholic sacramental records of US Military members are all kept at the Archdiocese for Military Services USA, Office of Sacramental Records and can be obtained for a fee. See:https://www.milarch.org/sacramental-records
From Diane L.: I can’t wait for this! was going to order death cert for Gr Gpts, Is there certain guidelines to ordering death cert. to get them? Can I get one for GGP or a great aunt?
Linda J @Diane L. depends on the State as each is different. Go on State website, click until you find how to order Death Records. Some states are pretty easy, others not.
Sunny: Thanks for all the great questions! Remember, you can get 20% off How to Find Your Family History in U.S. Church Records with promocode LLC20 at Genealogical.com. The promocode is good through February 5, 2021.
From GeneBuds: What was your initial cold call question? Sunny: When I cold-called the relatives back in the hometown, I just asked something like, “If you’re related to the O’Hotnicky family that worked at the fire station in Olyphant, I’d love to hear from you.” I think I mentioned I learned some tips from Lisa Louise Cooke’s free Family History: Genealogy Made Easy Podcast, episodes 14 and 15.
RelatedQuestions on Pennsylvania church records: Question: My brick wall ends (starts?) in SW Pennsylvania. Her 1st child is born in SW Pennsylvania. How do I find church records for this area between 1790 to 1820? From Robin J.: How to find birth or marriage records for eastern PA for Lutherans in 1750’s+ – my brick wall I’ve tried all the major site a and even on a research trip to the area. Robin J.: Is there a Lutheran/German resource for church records in eastern PA for late 1700’s Sunny: Finding church records in general can get harder the further back in time you go, and this time period begins to be more challenging. That said, the process of tracking down church records depends entirely on the denomination and sometimes on the individual church. Pennsylvania especially had a lot of religious diversity, and the various churches can be hard to tease apart. That said, there are some fantastic repositories in Pennsylvania that may hold the records you want. Learn more in my book!
From Carolyn S.: Lutherans and Catholics have good records for the most part. What about Baptist, Methodist or ?? Sunny: Methodist records tend to be pretty genealogically good, almost as good as Catholic or Lutheran. Unfortunately, Baptist records tend not to be as easy to come by, and when you can, they’re often not as genealogically helpful. Of course, there are exceptions to every generalization!
From Barbara D.: In the USA are there central places for specific religion records of certain States – ie – in Ontario we have Presbyterian Archives, Wesleyan Methodist Archive etc. Sunny: Yes, each denomination has its own way of archiving records, whether to regional archives (Catholic diocesan or Methodist conference) or central archives (Latter-day Saints), or to specific archives such as the Presbyterian Historical Society or Congregational Library. That said, sometimes records were archived before a denominational library/archive was established, or there may not be one, in which case you’d have to look to regional archives, including Special Collections at universities that themselves are/were affiliated with a faith tradition. One of the reasons I wrote separate chapters for each of the major historical denominations was to be able to identify the various archives.
From K M: Catholic nuns change name. Is there a paper trail to find her family? Sunny: Great question! Yes. Each order of nuns has its own motherhouse, which would have an archive. The archive should have files on each woman who was part of that order, which included her original name and her next-of-kin. Once, I was looking for a nun and all I had was the name she later assumed (Sister Mary Bertilla) and a time/place where she was serving. The diocesan archivist for that area put me in touch with motherhouse archivists for all the orders that existed in that time/place. They were very kind/prompt about checking their files for her name.
From Linda J.: Sunny, would Evangelical Lutheran be included with “Lutheran”? Sunny: Yes!
From KT: Would the church hold records on deconesses, Sunday schools, organizations of the church the women participated in? want to find out gals . Sunny: Great goal, KT! Yes, churches that had auxiliaries generally created records of their activities. I have especially seen these for Methodist churches. They would often have been archived wherever the church membership records ended up. A tip: sometimes the membership records end up online, or transcribed in a book, etc., but the auxiliary records don’t. Follow the source citation for the membership records back to the original archive and see whether their collection for that church has additional records.
Barbara C.: How to find Universalist records from 1800s Vermont? Sunny: I do not specifically cover Universalist/Unitarian records in my book, so I’ll point you toward their official repository for any further questions.
From Sheryl T.: If your relative IS the minister, what kind of records in the church should I ask for? Sunny: Great question. Some denominational archives have created ministerial files with biographical and career information in them; I would definitely check the denominational chapter in my book to see if such is the case for them. Many faiths kept ministerial directories and/or had annual meetings of ministers where their names/congregational assignments might be listed (the latter might also have information about their ordinations, salaries, disciplinary action, or committee work). The actual church records may have been personally maintained by your relative or at least will likely mention him in the course of performing weddings, baptisms, etc. He may also have maintained personal ministerial logs or journals, which may or may not have ended up with a church archive.
From Gayle P.: What are suggestions for searching Quaker Records in Pennsylvania? Sunny: My book has an entire chapter on Quaker records. I’ll just say two things here: first, Quaker records are often incredibly rich in genealogical detail. Second, I’d start first with an enormous collection of Quaker records on Ancestry.com, if you’re a subscriber. It does include several record sets from Pennsylvania.
From Mary D.: How can you access PERSI without getting a subscription? Sunny: PERSI, the Periodical Source Index, is exclusively searchable on Findmypast. You don’t need a subscription to search PERSI. Your searches will bring up a list of results with “teaser” information in them, which at times itself may be sufficient to lead you to an article of interest. Otherwise, if you’re not ready to subscribe, consider purchasing PayAsYouGo credits to get a la carte access to just the search results you’re interested in. Learn more about PERSI from Lisa Louise Cooke.
Linda B.: I have United Brethren minister who rode the circuit from KY to Canada, any ideas of where to start? He lived in Auglaize Co, Ohio Sunny: My book has a section on the United Brethren church in the “German Churches: Reformed and Sectarian” chapter. You’ll want to determine when he was a minister. There was a big split in the church in 1889, which means the record trail splits, too. My relative who was United Brethren stayed in the group that eventually joined with what is now the United Methodist church, and I found records about him in a United Methodist conference archive in Pennsylvania. Consult the chapter in my book about the various archives, depending on which church your minister was part of. It’s complicated—it took me a while to tease it apart myself (but this eventually helped me write this section of the book, so it won’t be as complicated for others!).
Sunny: Don’t forget your promocode: 20% off How to Find Your Family History in U.S. Church Records using LLC20 at Genealogical.com through February 5, 2021.
From Lynnette B.: Can I transfer old home movies directly from a DVD to YouTube or do I need to have the information in mp4 form before transferring to YouTube? From Lisa: YouTube accepts the following file formats:
.MOV
.MPEG4
.MP4
.AVI
.WMV
.MPEGPS
From Debbi W.; Searching for criminal records in California between 1906 – 1914, not prison but likely county jail and county court systems. any suggestions on where to start? From Lisa: Check out the California Correctional Institutions page.
Resources
Get My Free Genealogy Gems Newsletter – click here.
(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.
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.
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.
Click the Get Started button and follow the instructions.
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.”
After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
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!
Boost your Google search skills with this free video class on Google for genealogy, presented at RootsTech 2016 by Google expert Lisa Louise Cooke.
“Everyone should be using Google to search for their family history!” That’s Lisa Louise Cooke’s mantra. Google reaches deep into so many different kinds of content on the internet. Google search tools help us discover ancestors’ names mentioned online; locate records we need; and discover historical details, images and maps that help us better understand their lives. And Google is FREE.
But Google works best when you follow a well-executed search methodology, just like in other aspects of genealogy research. At RootsTech 2016, Lisa taught a powerful and popular Google search for genealogy methodology class to a packed audience in a session that live-streamed around the world. Watch her dynamic, informative class below for free. Kim wrote in to say that the class “was the best one I’ve seen thru the free streaming [RootsTech]….Thanks for sharing free content with those of us who can’t afford to spend any money on genealogy.”
This class content comes from Lisa’s book, The Genealogist’s Google Toolbox (2nd edition). In it you’ll find all you need to know to take your hit-and-miss online searches to a powerful, proven search methodology for finding your ancestors online–and everything else you’re looking for! There are step-by-step instructions, screenshots and powerful examples for topics such as basic and advanced Google searching, Google Books, Google Earth, Google Scholar, Google Alerts, Google Translate and even YouTube.
More Google for Genealogy Gems
Keep learning from Lisa! Click below to read more proven Google search methodologies for genealogy.
Family Tree Maker Alternatives and What I Do With My Online Tree
