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!
One of the best and most popular software programs for genealogy is RootsMagic. Here to give us the latest on RootsMagic and RootsMagic. 8, which is the newest version, is the developer and the CEO of RootsMagic, Bruce Buzbee.
Genealogy Software versus Online Family Tree
Lisa: One of the questions I get a lot is how is having your genealogy on a software database, like RootsMagic, different or preferable to having just an online family tree?
Bruce: We get we get asked that a lot, why should I do this when I can keep my tree on Ancestry or FamilySearch, or MyHeritage?
No one can change your data
The biggest thing is having your data on your computer, on your own computer. That way you have complete control over it. You don’t have to be connected to the internet in order to access your data, and you don’t have to worry about somebody else coming in and changing your data. Some of the places you can put your data are global trees (where all users contribute to one shared tree). This means that other people can go in and change your information.
Control over your data without a subscription
Some of the online trees are not global, and you do have your own tree. But you have to pay per year to do that. And if you stop paying, all of a sudden, you’ve kind of lost some of that control over your over your data and linked records.
Backups
If you have your genealogy database on your own computer – the pictures, scanned documents, all of those things are on your computer – you can make backups of them, so they’re safe.
Protection from website changes
The other advantage to having it on your own computer is just the peace of mind that if that website has problems or goes down or something happens, you’ve still got your own copy. So, you don’t have to worry about that.
Reporting
Another advantage of having your data on your own computer is the fact that there are unique things you can do in a desktop program that there just isn’t the computational power to do on a website. Things like doing massive merges and generating large reports. Those are things that if your data is up on website, the only way you can get all of the data, for example, for your whole database in a report is to download all of that data into a report or have the website actually have the computational power to generate that report, and then send you that report over the internet. Both of those are very difficult to do, transporting that data back and forth or being able to generate enough computational power for each individual user. If you have thousands or millions of users you can’t, as a website, dedicate that much power to each one of those users. Whereas on your own personal computer, that computer is only working on your what you’re doing.
Lisa: That’s a great point. I mean, I’m a huge advocate of having what I call it my master family tree in my software on my computer for all the security reasons you mentioned.
You also talked about, which I think is so important, that ability to slice and dice and have so many layers of data that we can analyze. And I think the more ways we can look at our data the better so that we can learn more from it.
The Origins of RootsMagic
When did RootsMagic begin? I feel like it’s been out there forever.
Bruce: The actual RootsMagic program was released in 2003. I actually had written a program called Family Origins before that, which was kind of a predecessor to it. It was sold through another company. I did all the development and everything and they did the sales and marketing. That was release in about 1991. So, we went about 10 years as Family Origins, and probably about almost about 20 years as RootsMagic.
RootsMagic 8
Lisa: that’s amazing. And it’s gone through many different versions. Of course, the most recent release was RootsMagic. Eight. Tell us about that. When did that come out? And what are what are we getting now?
Bruce: RootsMagic 8 came out October 2021. In January 2021 we released a kind of public community preview. So, we did about 10 months of just letting users pound on it and complain about it and give us opinions – you should change this, this doesn’t work right, or I like this, or I don’t like that. We were able to use a lot of that information.
We released it in October 2021 and it’s by far our biggest update. It was a total rewrite. We basically started from scratch, because there were a lot of things in the earlier versions that could really bog you down. You’d go into the older versions of RootsMagic, and you’d be looking at a screen with people, and if you wanted to see your places you’d have to pop up another screen. If you wanted to see your sources, you’d have to pop up a separate screen to see your sources. And so, you had to go into these multiple levels of depth, screen after screen. to get to things. Then, when you were ready to get back to your people, you’d have to close each pop-up screen to get back. So that was one of the things that we really wanted to fix with version 8.
In version 8 one of the big things is kind of the overall workflow to doing things. Instead of always being on a person screen, and then hopping to sources, or hopping to places or hopping to tasks or hopping to something else, and then going into that, and then when you’re done backing out, and then to go to something else, you have to go back, what we did is we created multiple views in the program. So, there’s the person view. You can be looking at any person, and if you want to see the places, you just change your view to the place view. It’s not a separate pop-up window. You can switch to that view and switch right back. And you can switch from the person view to a place view, and then switch directly from that to source view, and then directly to a task view or the address view. You can switch between these views without having to always come back to that person view. So, it really speeds up getting things done.
Another great thing about these views is since they’re not a pop-up, whatever you’re looking at on that view stays on that view. So, if I’m looking at the places and I select a particular place, I see all the information about it. If I want to look at a source, I can switch to the sources. And when I switch back to that place view, I’m still working with the same place as I was before, I’m not having to go back into a place pop-up and then search for that place again to get back to where I was. It just it basically keeps in its’ memory a lot more things. You’re not having to search over and over for that same thing. When you’re on it, you’re on it.
Lisa: That makes a lot of sense. What you offer over an online tree is all of these different ways to look at our data.
Why Does RootsMagic Need Changing?
Is it that over the years with all the different updates those layers kind of accumulated and then it brings you to a place where it needs updating?
Bruce: Exactly!
And every time you come up with an update, we think ‘oh, we’re going to add this new feature.’ So, for example, in the past we added to do lists, and then we added research logs and then we added the ability to do more stuff with sources. Every time we added something it was like, ‘Oh, well, the best way to do that is to pop-up a new screen and put everything there.’ And every time you added a new feature, it just added another thing you had to, like going back and forth.
Now if we were to add a new type of feature, we don’t necessarily have to make a pop-up. We can create another view and make it always available so that you can switch in and out of it without losing your place within that view.
Lisa: So, it was a complete rewrite, and I know that it synchronizes with some of the online family trees websites. It had to have been an arduous process. You said that you went through months and months of user testing, which I think is fantastic. So many times, you look at a website, and you think they must never have run this past anybody who ever used it, because it doesn’t look like it runs the way a user would use it. How was that process for you? Was that a difficult decision to invest the time upfront, and have people wait until it can be launched the way you felt like it needed to be?
Bruce: We were still fixing bugs too. So, it wasn’t like we took a completely bug free program and asked users to try it out. They were finding bugs and reporting bugs, and they were also reporting this is overly complicated here to do. And so, there were places where we would tear something out and change it a little bit, or we would leave something the way it was working because we liked it.
Some of the users found it was harder than what they were used to. So, we went back and added functionality that was more similar to what they maybe were used to. Probably our biggest challenge even now is users that are coming from RootsMagic 6 or 7 that have been using it forever. All of a sudden 8 works different. It’s not the same, and they feel like ‘oh, this is harder to use’ when in reality, it really isn’t, it’s just different. We have new users that are coming over from other programs or from no program at all, and they overwhelmingly love the way it works. They love the way they can get around and switch to any view. They overwhelmingly love it.
It’s our own existing longtime users that seem to have the most issues with it, which is unfortunate. A lot of that is just because it doesn’t work the same as it used to. I’m the same way. I understand completely! For example, with my programming tool suite, if a new version of my programming tools come out, and they work quite a bit different than it was, I almost immediately hate it! But after I use it for a while, I’m like, ‘Okay, I guess I can see why they did this.’ But I had my I had my groove, and now my groove was disrupted. The hotkeys are not the same, for example. I used to be able to do all this, this, and this and something was done. Now it’s like, I have to do different alt keys, I have to click twice instead of hitting four Alt keys. And so, for them it feels like it takes longer, when in reality, there are fewer steps. It’s just not what somebody is used to.
Lisa: Right, change is always a little challenging!
Bruce: I understand it completely because I’m the same way.
Can RootsMagic Run on a Mac?
Lisa: Can we use this on a PC and a Mac?
Bruce: Yes. With version 8, we now have a native Mac version and a native Windows version. They both work exactly the same.
If you use one and then switch to the other, it looks exactly the same except it’s got little red, yellow and green dots instead of x’s. But yes, they have the same file format. They have the same set of commands.
Many times, you’ll have a software product that the Mac version and the Windows version are quite a bit different. That’s because they’re completely separate sets of code. You have one team developing Mac, and one team developing Windows. They look and work differently and maybe sometimes even have different file formats.
With this, they’re the same. They look and feel the same. The command structures are the same, the screens are the same, the file format is the same. In fact, when we sell the program, you get a key, and it’s good for both the Windows and the Mac version. So, if you have a Windows computer and a Mac computer, when you buy the program, you’re entitled to use both versions. You can install one on your Mac and one on your Windows computer.
Top Features of RootsMagic 8
Lisa: That’s terrific. So, we’ve talked about all the new great views, and that it works on both PC and Mac. That’s two great features. What’s your third favorite thing about the new program?
Bruce: Well, it’s a tie. It’s a tie between tasks, which are new, and our new report engine.
Reports
We rewrote our reporting engine. In the older version our reports were using a word processor control that we licensed. It had some limitations. It couldn’t create really large reports. And there was a bunch of things with it that we didn’t like, but we couldn’t fix because it was a third-party product.
When we switched to going both Windows and Mac, the product was only available for Windows, so we had to rewrite the report engine from scratch. It’s giving us a lot more flexibility to do things on reports in the future.
One of the things we can do in reports is instead of saving as a rich text file, we can save report as actual Word .docx files, an actual Word document. It comes into your word processor, whether it’s Word, or whether it’s Libre, or whatever you use. They can all read a .docx file. It’s a lot more structured. It’s not quite as rolling the dice that it will work as RTF as RTF was.
Tasks
Then with tasks, we kind of combined things in RootsMagic 7. We had to do lists. We had research logs, we had correspondence logs, we had all these things, which all were very similar. What we did is we kind of replaced those all with what we call tasks.
Tasks are super flexible. You just create a task, and that task in RootsMagic can link to almost anything. It can link to people, places, sources, citations, addresses, and media. What’s nice is, instead of having like a hardwired Research Log, where you go in and say I want to create a research log, and this is what it’s, and going in and manually adding items to that research, you can just create a task. You attach it to whatever people or families or events or sources or places you want. Then when it comes time to generate a report, you just say give me all the tasks that are attached to this group of people that are within 50 miles of this place. You end up with customized research logs. So, instead of having to create a fixed research log, and then adding individual items to it that only belong to that, you take these tasks that are attached to any number of things. Then you just tell it, give me a list of all the tasks for whatever criteria you want. The result is a completely customized Research Log, customized to do list, whatever you want to use it for.
That’s one of my favorites. It’s super flexible. It can be a little confusing to work with at the beginning. But once you kind of see what’s going on and the simplicity – that all you have to do is create a task and attach it to whatever you want – it’s great.
RootsMagic Help and Website Features
Lisa: Tell folks a little bit about the website. You guys have always been in the forefront of providing support and education for being able to use your program to its fullest capability.
Bruce: From the website, you can access, basically everything we have.
Help Chat
When you go to the website, down on the bottom corner, there’s a chat feature. You can chat with our tech support if you need help. They can answer questions and help you out.
RootsMagic Wiki
We also have a wiki. We’ve moved away from the online help of the past. You’ll find it on our website in the menu under Learn. It’s nice because it’s much better than help, for several reasons. One, we can keep it updated. With the old Help feature, if we change or add something, you don’t know about it unless we remember to update the Help file. Now, as soon as we add something, we can stick it on the wiki.
The other thing that’s nice about the wiki is that we can put videos and more graphics and links in there to other topics. Everything you could possibly want to know about how to use RootsMagic is there in the wiki.
Videos and YouTube Channel
We have tutorial videos and our YouTube channel. We have a bunch of YouTube videos on how to use the program.
Webinars
We also have the videos of webinars we’ve done. We’ve been slacking a little bit, the last few months, and we haven’t had a webinar recently. We need to get back on that. But all of the webinars that we’ve had, and we’ve recorded, they’re available up there to watch as well.
Online Community
We have an online community, a message board, that’s very active. We of course have a blog with articles on all kinds of help topics. And we have our email newsletter. That’s kind of where we notify people when there are updates or if there are things we need to contact them about. We do that mainly through our email newsletter. So, all of those things are available through the website.
New Website
We redid the website at the same time that we released RootsMagic 8. The old website was kind of clunky. It wasn’t mobile responsive. So, we redid it all.
User Groups
Oh, I guess we also have a list of user groups on our website, too. There are user groups all over the country, in fact they are worldwide. It also includes a list of people who want to start a user group. So, if somebody wants to start a user group in their area because there isn’t one, they can give us their name and contact information. We can put that up so people can connect easily and quickly.
Lisa: There is certainly a lot that’s new this year at RootsMagic. Bruce, thank you so much for stopping by. It’s been terrific talking with you!
This week’s new record collections reach from sea to shining sea. Keep reading for great genealogical records available for the United States, Scotland, and Canada.
UNITED STATES – RHODE ISLAND – COURT RECORDS
The Rhode Island Historical Society has launched a digital archive entitled “Colonial Justice: Preserving and Digitizing Early Rhode Island Court Records.” These new record collections cover the years of 1729-1812 for the counties of Providence, Kent, and what was known as Kings County (now known as Washington County.) The online records are free and open to the public.
SCOTLAND – MILITARY
In honor of the Battle of the Somme on July 1st, 1916, ScotlandsPeople is offering free access to the stories of five Scots and one French soldier who lost their lives in the Battle. These stories include digital images of several records in which the soldier appears and even some great personal photographs and biographies.
CANADA – CENSUS
MyHeritage is always adding new record collections. This week, they have added the 1911 Canadian Census. This census was conducted in May and June of 1911 and enumerated over 7 million people. Questions asked on this census include: name, relationship to head of household, marital status, birth month and year, age at last birthday, nationality, immigration year, naturalization year, and religion. Be sure to check out these digital images if you have some research to do in Canada.
UNITED STATES, UNITED KINGDOM, AND IRELAND – FREE ACCESS
In case you hadn’t heard, Findmypast is offering free access to their complete record collections for the United States, United Kingdom, and Ireland. This free access began on June 29th and will run through July 6th. Take advantage of over 1 billion online records like naturalizations, marriages, and censuses.
Please share these new record collections!
As always, we hope you feel like sharing this week’s new and updated genealogical records with your friends. (Let them know about free access to Findmypast, too!)
I’m pleased to return this year to speak at the 45th Annual Southern California Genealogy Jamboree. This popular conference, hosted by The Southern California Genealogical Society, runs June 6 to 8, 2014 in Burbank, California, USA.
The theme of the 2014 Jamboree is Golden Memories: Discovering Your Family History. It promises to pack tons of fun into a long weekend, as it always does. According to the press release, “Our heritage focus will be on European ancestors. Class sessions are scheduled for German, Irish, English/UK, Scotland, Eastern Europe, Italian, Mennonite, Swedish, and Russian, as well as African American and Jewish classes. Jamboree will be the culmination of a year-long celebration of the Society’s 50th Anniversary, and special activities will commemorate the Decade of the 60s. Dust off your tie dye tees and pillbox hats and take part in our Sunday noon ‘fashion show.’ Winner by popular vote will receive a free registration to the 2015 Jamboree.”
My classes on Friday and Saturday include:
“Who Needs Google Reader? Flip Out Over Genealogy Content with Flipboard!” Learn how to use the free Flipboard app to turn your favorite genealogy web content into your own free customized digital magazine. You will flip over how fun and easy they are to create and share. Perfect for genealogists and societies!
“Ultimate Google Search Strategies for Genealogists.” Learn Google search techniques, tricks and tips to achieve better genealogical search results, and then elevate your search to a strategic level. Finally, see how all of this applies across the spectrum of free Google Tools.
“How to Create an Exciting Interactive Family History Tour with Google Earth.” Learn to tell your ancestor’s story in a captivating multi-media way in Google Earth. Incorporate images, videos, genealogical documents, and historic maps and bring it all together in a virtual family history tour for sharing and research analysis.
This week’s round-up of new and updated genealogical records will begin in the United States with records from Minnesota and New Jersey. Our final destination is Yorkshire, England with the incredible new and updated collections at Findmypast. Baptisms, marriages, banns, and more!
United States – New Jersey – Church Records
Ancestry has a new record collection entitled “New Jersey, Episcopal Diocese of Newark Church Records, 1809-1816, 1825-1970.” In this group of records, you will find parish registers from Episcopal churches in the Diocese of Newark. Each register provides a record of the baptisms, marriages, and burials performed at that church. The records are indexed and are easily searchable. Sometimes, these registers include a list of families, persons confirmed, communicants, and details on offerings received by the church. However, these lists of families, communicants, et cetera are not yet indexed.
Baptismal records typically include, the name of the child, parents’ names, baptism date, and the officiator. In many cases the birth date and place are noted as well.
Marriage records include the marriage date, the couple’s names, residences, and the name of the officiator.
Lastly, burial records list the name of the deceased, date of death, date and place of the funeral, and officiating minister. Some funeral records may even include the cause of death and date and place of burial.
United States – New Jersey – State Census
Genealogists are usually well acquainted with the federal censuses taken each decade. Here in the United States, the first was taken in 1790. Many researchers may not know, however, that some states were taking state censuses every ten years on the five’s. For example, New Jersey has a census from 1855.
FamilySearch.org offers free access to all their database collections, including the New Jersey State Census of 1855. Most towns included in the census will only include the names of head-of-households, but the returns for Pequanac Township in Morris County also list the names of the wife and children in each household.
Missing areas in this census include, Burlington, Cape May, Mercer, Middlesex, Ocean, and Salem counties and unfortunately, other areas may be incomplete.
These records include digital images, but be aware! Some of the records contain many errors with some years incorrectly identified, particularly the 1960’s. Records will typically include the name of the student, the age of the student, and their parents’ or legal guardians’ names.
United States – Military
Page from Roll 1 1798 Aug-1806 Dec
U.S. Muster Rolls of the Marine Corps, 1798-1937 can now be searched from FamilySearch. These digital images were taken from microfilm rolls at the National Archives. The records are arranged chronologically by month, then by post, station or ship, and are part of Record Group 127 Records of the U.S. Marine Corps. Not all of these muster rolls are complete and some have not yet been indexed. Be sure to check back regularly as more of the records are indexed.
In the meantime, if you do find your targeted ancestor, the following information may be listed:
Name of officer or enlisted man
Rank and unit in which served
Date of enlistment
Date of re-enlistment
Name of ship
Notes regarding promotions, transfers, physical description, etc.
In some cases, muster rolls also contain the following:
Injuries or illness and type of treatment
Date of death or discharge
Date of desertion
Date of apprehension
Date of court martial
Sentence of court-martial
England: Yorkshire Genealogy Records – Baptisms
Findmypast has just added four new collections for Yorkshire England. The Yorkshire Baptism records collection has over 79,000 new records. These new additions cover Church of England parishes across Rotherham, the Roman Catholic parishes of Doncaster, St Peter in Chains, Knaresborough, St Mary, Rotherham, St Bede, Sheffield, St Marie Cathedral, Sheffield, St Vincent and Staveley, and St Joseph. Each record includes a transcript and an image of the original document.
By using the parish location and the parents names, you may be able to continue your search in the next collection.
England: Yorkshire Genealogy Records – Marriages
With over 28,000 new records added to this Findmypast collection, you may finally be able to locate great-grandpa’s marriage record in the Yorkshire Marriages. The record collection actually has over 2.4 million records spanning near 400 years. Because of the time span covering several centuries, information contained on the records may vary. You may find any of the following pieces of information:
Name
Birth year
Marriage date and place
Residence
Occupation
Marital Status
Spouse’s name, residence, and occupation
Father’s name and Spouse’s father’s name
Name of witnesses
England: Yorkshire Genealogy Records – Banns
Findmypast’s collection of Yorkshire Banns has some new additions. Each of the nearly 600,000 records contain both a transcript and an image of the original document. Some information will vary, but may include a name, place of banns, date of banns, marriage year, residence, and the name of their spouse.
These banns cover a very lengthy time span with records as early as the 1600’s through the 1930’s. In this case, a bann of marriage is the public announcement in a Christian parish church of an upcoming marriage. Banns were read on three consecutive Sundays in the church of both the bride and the groom.
England: Yorkshire Genealogy Records – Burials
Lastly, Findmypast has been adding to their over 4 million Yorkshire Burials. The records found in this collection record the details of Roman Catholics buried across five parishes in Doncaster, Knaresborough, Rotherham, Sheffield and Staveley. Information found in this collection may include name, age at death, birth year, burial date, and burial place. Each record will contain at least a transcript and some offer a digital image as well.
Thank you for sharing these new genealogy records online with fellow genies and society members! We appreciate you helping us spread the good news.
Didn’t find the records you’ve been pining for? Click here for a Google-based strategy on searching online for genealogy 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!
does. According to the press release, “Our heritage focus will be on European ancestors. Class sessions are scheduled for German, Irish, English/UK, Scotland, Eastern Europe, Italian, Mennonite, Swedish, and Russian, as well as African American and Jewish classes. Jamboree will be the culmination of a year-long celebration of the Society’s 50th Anniversary, and special activities will commemorate the Decade of the 60s. Dust off your tie dye tees and pillbox hats and take part in our Sunday noon ‘fashion show.’ Winner by popular vote will receive a free registration to the 2015 Jamboree.”
Lastly, Findmypast has been adding to their over 4 million