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!
How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!
Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:
“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?
Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.
I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.
Here’s an example of my simple approach to naming sources:
Record type > Year > Surname > First name (head of household)
Example: Census 1940 Moore Jay Bee
This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.
If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.
What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.
Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.
There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.
One thing that many genealogists have in common is a connection to Pennsylvania. Perhaps one of your family tree branches extends back to the early founding of the Pennsylvania colony. Or it may be that one of your ancestors was one of the hundreds of thousands who arrived through the port of Philadelphia. Even if you don’ t have Pennsylvania ancestors the State Library of Pennsylvania has a lot to offer.
Genealogy at the State library of Pennsylvania
In this episode I’ll be sharing with you a video of my interview with two librarians from the State Library of Pennsylvania. We’ll discuss their collections and specifically what’s available through their website. After the interview I’ll show you some specific search techniques that you can use at the State Library of Pennsylvania website, including a trick that you can use with any state library website.
Elevenses with Lisa Episode 46 Show Notes
My special Guests from the State Library of Pennsylvania: Kathy Hale, Government Documents Librarian
Amy Woytovich, Genealogy Librarian
This interview was recorded in December 2020. Here’s the latest update (as of this writing) on the library closure and access:
The State Library is currently closed to all visitors. However, staff is teleworking. People may send inquiries to ra-reflib@pa.govand staff will answer questions as best they can.
Renovations have begun on our library in the Forum Building. There may be times we cannot get to the materials requested because of the construction.
Interlibrary loan services are available, but patrons must check if their home library has the equipment and are open for patrons to use that equipment. The Library still ships all over the U.S.
Watch their website for instructions on how to access the State Library of Pennsylvania when it does reopen to the public.
The State Library of Pennsylvania Background
The library has been a federal repository library since 1858, and is one of the oldest in the country. The government printing office deposits materials here.
The State Library of Pennsylvania Collection
The State Library of Pennsylvania physical collection includes:
30,000 volumes
100,000 reels of microfilm
A million pieces of microfiche
The State Library of Pennsylvania digitized items include:
County and family histories
Local histories
Small church histories from rural areas
City directories
Passenger lists
Regimental histories (Revolution to Spanish-American War)
Pension Lists
Pennsylvania Published Archives (collection of military, government, marriage, immigration records from colonial times)
The 1940 U.S. Federal Census
Pennsylvania Documents Example: a report for Pennsylvania of the 25th and 50th anniversaries of the Battle of Gettysburg. Includes information gathered at reunions including names, pictures, and more.
U.S. Government Documents – Serial Set This collection includes reports to the legislature from agencies and institutions. Example: The Daughters of the American Revolution (DAR) were compelled to provide to Congress a yearly report of the names of people approved by DAR. These can be accessed through many libraries, the federal government or by contacting the State Library of Pennsylvania via email:Ra-reflib@pa.gov
State Library of Pennsylvania Research Guides
Amy discusses research guides available on the website. However, here is the linkto the topics she specifically mentions such as Cemeteries and Zeamer collection – recorded information about Cumberland County PA cemeteries. General Research Guides page. These research guide pages include links to additional helpful websites.
State Library of Pennsylvania website’s Genealogy Page
The library’s collection of newspapers includes papers from all 67 Pennsylvania counties on microfilm. They do have a lot of digitized newspapers at the Pennsylvania Photos and Documents Collection at the Power Library.
Newspapers at the Power Library
The Power Library
You can find the Power Library by going to the libraries home page, and under the For General Public tab go to Our Collections > PowerLibrary. Or visit the Power Library website at Powerlibrary.org.
Electronic Databases: you have to be a resident with a library card.
Digital Documents: you don’t have to be a Pennsylvanian to access this collection.
At the top of the Power Library home page on the right you’ll find Digital Docs and Photos:
Pennsylvania Photos and Documents Collection at the Power Library.
There you will find many materials from Pennsylvania colleges including yearbooks. You can browse by subject area, with Genealogy being one of those areas.
Interlibrary Loan and Lookups
At the time of the interview the library was not open for interlibrary loan and lookups. Check the website for the latest updates.
The library does loan its newspaper microfilm. Up to 5 reels of microfilm per request. Kathy says that if you find a newspaper article at Newspapers.com and you see the title, date and the page that an article is on, you can provide the information to the interlibrary load reference librarian at your local library and place a request for a scan of the article from the State Library of PA microfilm. The article can then be returned to you digitally through interlibrary loan. The digitized scan is yours to keep.
The Librarians Favorite Collections
Amy’s Pick: Historic maps found at the library’s website Home > For General Public > Genealogy and Local History > Maps and Geographic Information. This includes Sanborn Fire Insurance Maps. Note: log in with a library card may be required. Contact the library with questions.
Kathy’s favorite collections include:
Map Collection consisting of over 35,000 maps.
The 5 generations from the Mayflower collection.
Usage of Materials
Usage rights and copyright are important considerations when utilizing library materials. Usage depends on the individual item’s copyright. It should be researched as much as possible. Check the meta data of digital images for copyright information.
How to Get Research Help from the State Library of Pennsylvania
“Think of Amy and I as your personal librarians.” Kathy Hale, Librarian
Contact State Library staff by phone at 717-787-2324 or by email at:
Lisa’s Tips for Using the State Library of Pennsylvania Website
Maps for Genealogy
At the website go to Home page > General Public Tab > Our Collections > Search our Resources.
Type in a location and the word map
Use the filters on the right side of the page > Library > State Library
Click to select a map
Try filtering to Full Text Online
Look for the Online Access link, just above Text Item Call Number.
On the map viewer page, click the thumbnail button (looks like a checkerboard) to see multiple pages at a time. You’ll find the Download button in the bottom right-hand corner. The Print button is in the upper right corner.
Cite your source: Go back to the result page, and scroll down. Click the red button called Cite This. This allows you to copy the source citation which you can then paste into other documents and programs.
Newspapers for Genealogy
The Library of Congress Chronicling America website has many Pennsylvania old newspapers, but it doesn’t include all of the newspaper that the library has in its collection. Here’s how to find old Pennsylvania newspapers at the State Library website:
On the State Library website go to General Public > Research Guides > Newspapers
Click the link to the Pennsylvania Newspaper Archive
Browse by title or date, or use the drop-down menus
On the viewer page, zoom into the desired article. Then click Clip/Print Image
Right-click on the clipped image to save it to your hard drive.
The Persistent link is the URL address to your clipping.
Many websites have their own search engine. However, each search engine is only as good as it was programmed. If you can’t find what you want on a website like the State Library PA website, try using a Google site search. Site search tells Google to search for your search terms only on the website you specify.
In my example in the video, you can see that Google found the one page mentioning the surname in a listing of microfilms much faster than I would have found it digging around and navigating the website itself. This page was not a card catalog entry so it would not have come up in a search of the catalog on the website.
Learn More About the State Library of PA Collections
In episode 43 of Elevenses with Lisa we discussed genealogy records available for free at the Internet Archive. The State Library of Pennsylvania has been partnering with he Internet Archive to digitize many additional items from their collection. You can access these items for free at the State Library Internet Archive Collection. This collection includes a large number of World War I materials as well as a growing number of 19th and 20th century pamphlet volumes.
Resources
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This is the week to explore new European genealogy records online! This weekly record roundup covers four areas of England as well as France, Germany, Ireland, Luxembourg, Scotland, Spain and Sweden. Boost your family history research by keeping up with new records...
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!
