Archdiocese of Boston and American Ancestors Expand Historic Project

A project that began in 2017 to digitize important sacramental records in the history of Boston’s Catholic Church has just been expanded. Here’s the latest on this important project from American Ancestors and the Archdiocese of Boston. 
  
 
catholic church records
 

Historic Catholic Records Online Project Expansion
Announced by
American Ancestors and the Archdiocese of Boston

20 Additional Years of Records—from 1901 through 1920—and more than 60 Additional Greater Boston Catholic Parishes Are To Be Added to the Historic Digital Genealogy Project at AmericanAncestors.org
 
August 7, 2019—Boston, Massachusetts—American Ancestors and the Roman Catholic Archdiocese of Boston (RCAB) today announced an expansion of its ongoing program to digitize important sacramental records in the history of Boston’s Catholic Church. This expansion of a project collaboration announced in early 2017 will effectively double the original 11 million names of parishioners to be included when the project is completed to encompass a total of approximately 21 million names—a treasure in research terms for historians, genealogists, scholars, and the public at large. Images are available to browse now. Name-searchable records will be available in an expanded database from American Ancestors on their award-winning website AmericanAncestors.org

These historic records document several sacraments of the Catholic Church in Boston and surrounding towns including baptism, confirmation, holy communion, marriage, and the anointing of the sick. They are valued for research because they contain detailed information about the Catholic parishioners of greater Boston, their relationships with each other, the church, and often the community.

When announced in January 2017, the Historic Catholic Records Online Project—the first of its type in the U.S. to digitize a significant number of sacramental records from any U.S.-based Catholic archdiocese—encompassed 154 parishes in 84 towns within the Boston Archdiocese, covering the years 1789 to 1900. 

Today’s announcement extends the project’s reach to cover records through the year 1920—adding 20 additional years of sacramental records to the project and eventually bringing more than 60 new parishes within it—all formed within the Boston Archdiocese after 1900.

Catholic parishes in the towns of

  • Billerica,
  • Danvers,
  • Dracut,
  • Forest Hills,
  • Groton,
  • Mattapan,
  • Methuen,
  • North Andover,
  • Saugus,
  • Sharon,
  • Shirley,
  • Swampscott,
  • Wakefield,
  • Wilmington,
  • and Winthrop

will now be included—covering important phases of greater Boston’s early 20th-century history and stories of immigration, social, and cultural change.

Boston

Boston

Brenton Simons, President and CEO of American Ancestors, also known as New England Historic Genealogical Society, celebrated the amplification of the project, noting “Throughout our 175-year history, New England Historic Genealogical Society has collected and shared countless manuscripts, artifacts, data, and other resources that tell the inspiring story of the American family. The expansion  of this historic collaboration between the Boston Archdiocese and American Ancestors will enrich the research of family historians in America and beyond and be especially informative in Irish, Italian, and French Canadian genealogy. Newer parishes from the 1900s add Lithuanian, Polish, and Portuguese genealogical data of interest.

“I offer our deep gratitude to the Roman Catholic Archdiocese of Boston for recognizing the historical value of this data—especially Thomas Lester, the Archivist and Records Manager of the Archdiocese, whose forward-thinking vision toward preservation and collaboration inspired this important project and its expansion we are announcing today,” Simons said.

Lester, as the Boston Archdiocese’s leading advocate for records preservation, stated “We recognize the value of this collection to many groups, foremost among them historians and genealogists. This second, expanded phase of our project with American Ancestors, is a result of the overwhelming positive feedback received during the initial phase announced with them in January 2017.

“Use of the records by researchers around the world has exceeded our original expectations and we are excited to offer additional content, with more insights, and deeper glimpses into the history of the Roman Catholic people and parishes in greater Boston.  Of equal importance is that we are continuing to create a digital backup to help preserve these irreplaceable records.”   

“The completion of the expanded project, covering all records through the year 1920 is now anticipated to be by the year 2029,” stated Molly Rogers, Database Coordinator for American Ancestors, “with all browsable (non-indexed) and indexed names from all parish archives expected to be online by that time.” 

The project is enormous in scope, with a large amount of data to be digitized and then laboriously, manually indexed, transcribed, and, in most cases, translated to English for name-searching capabilities. 

Some of the first records from this expanded time period—browsable images of pages from parish archives—are available and may be viewed at AmericanAncestors.org/image-example by members of American Ancestors and by non-members alike, with a free online registration as a Guest Member at AmericanAncestors.org/membership/guest-users. Searchable records (indexed by name) are available only to subscribing members of American Ancestors—visit AmericanAncestors.org/Join. 

Volunteers coordinated by the staff of American Ancestors undertake the greater portion of the work of scanning and indexing the Historic Catholic Records Online Project documents.

 
Much of this effort is carried out at the American Ancestors headquarters in Boston’s Back Bay. In 2017, American Ancestors launched a Historic Catholic Records Fund to enable philanthropy to support the project. Information about contributing to this fund can be found at AmericanAncestors.org/catholic-records-fund.
 
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About American Ancestors and New England Historic Genealogical Society
American Ancestors, also known as New England Historic Genealogical Society (NEHGS), with its national headquarters located in Boston’s Back Bay, is the oldest and largest genealogical organization in America. It serves more than 260,000 members and millions of online users engaged in family history nationally and around the world. It is home to a world-class research library and archive, and an expert staff.
 
American Ancestors offers an award-winning genealogical research website at AmericanAncestors.org with more than 1.4 billion records and maintains a publishing division which produces original genealogical research, scholarship, and educational materials, including Mayflower Descendant, a quarterly journal of Pilgrim genealogy and history. 
 

Resources for Using Church Records for Genealogy

Former Genealogy Gems Contributing Editor Sunny Jane Morton’s new book, along with Harold A. Henderson, CG is How to Find Your Family History in U.S. Church Records: A Genealogist’s Guide. It includes hundreds of links to church research resources, as well as chapters devoted to specific resource for the major Christian denominations before 1900. 
church records book cover
 
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

We Dig These Gems! New Genealogy Records Online

Here’s our weekly roundup of new genealogy records online. Should you search for your ancestors in any of these databases?

BRITAIN, MERCHANT SEAMAN. Findmypast.com has added nearly a quarter million records to its 1918-1941 database of British Merchant Seaman.

IDAHO VITAL RECORDS. New indexes of Idaho births (1861-1911) and deaths (1938-1961) are now searchable for free at FamilySearch.org.

ILLINOIS DEATHS. Over 3.7 million records have been added to a free index of Cook County, Illinois deaths at FamilySearch.org. Cook County is home to the city of Chicago.

INDIANA CHURCH RECORDS. A new database of Indiana United Methodist Church Records(1837-1970) is available at Ancestry.com. According to the collection description, “The registers may contain baptisms, marriages, burials, memberships, and lists of clergy.”

IRISH BIRTHS, BAPTISMS AND MARRIAGES. Complementing recent online Irish parish records collections are two databases of Non-conformist church records (meaning those not in alliance with the Church of Ireland) now at Findmypast: births/baptisms and marriages.

ONTARIO BIRTHS. FamilySearch has added over 125,000 indexed records to its collection of Ontario, Canada birth records.

UNITED STATES and NEW ZEALAND ARTICLES. Findmypast.com has updated its PERSI database with over 45,000 new indexed entries and images. Ten publications spanning 1883-1984 include articles covering several New Zealand and several U.S. states, including Georgia, Maine, Massachusetts, Pennsylvania, and Utah.

VARIOUS MARRIAGE RECORDS. FamilySearch.org has published or updated several new free marriage records collections. Click here to see the full list, which includes British Columbia, Durham (England), Indiana, Kansas, Liberia, Louisiana, Maryland, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Oklahoma and Utah.

Try These Two Powerful Tools for Finding Genealogy Records OnlineDon’t see the records you hoped to among these new genealogy records online? Click here to read a blog post on two powerful tools to help you search for elusive records.

Genealogy Gems Podcast Episode 215

The Genealogy Gems Podcast Episode 215

with Lisa Louise Cooke

Genealogy Gems free podcast episode 215

In this “Blast from the Past” episode, Lisa gives voice to the era of silent films, in a unique approach to understanding her great-grandmother’s life. Her passion for this mostly-forgotten film genre comes through in her conversation with film archivist Sam Gill of the Niles Essanay Silent Film Museum in Fremont, California.

Don’t miss these fun segments, too:

A listener writes in after discovering a birth mom’s story in passport records (see what lengths he goes to in order to access the records!).

Just after RootsTech 2018, Your DNA Guide Diahan Southard reports on the latest DNA news you’ll want to know.

NEWS: DNA NEWS ROUNDUP 

First up was MyHeritage, showing their support for the 7 million adopted individuals in the United States with their new DNA Quest campaign. MyHeritage will provide 15,000 DNA test kits to eligible participants free of charge, in order to help these adoptees use DNA to reunite them with their biological families. With this initiative they “hope to make this project a shining light for corporate philanthropy and an example to be followed by other commercial companies in their own lines of expertise to make the world a better place.” MyHeritage has assembled an advisory board of genetic genealogists and genetic counselors to help drive this project and ensure it meets the needs of the community. If you or someone you know is interested in participating, you can head on over to the DNA Quest website (www.dnaquest.com) to fill out an application. But you better hurry, the application deadline is April 30, 2018.

Next, addressing the biggest problem in genetic genealogy, namely the looming What Next? question facing millions of newly swabbed participants, MyHeritage announced the Big Tree ? a giant network of genetic and genealogy results that will automate much of the match comparison and tree searching to replace your head-scratching with light-bulb moments. They have already made significant headway on this project, as reported in the journal Science, which MyHeritage’s own chief scientific officer Yaniv Erlich collaborated on. The journal reports that the team of scientists successfully extracted public family trees from Geni.com (a MyHeritage daughter company), and then used a computer program to clean up and link the trees together. It sounds like MyHeritage will be adding genetic data to this kind of tree data in their Big Tree project.

MyHeritage isn’t the only company out to improve the DNA matching experience. UK based LivingDNA announced that they plan to add DNA matching to their popular origins test by third quarter 2018. When they launched in October of 2016, LivingDNA was not offering cousin matching, but opted instead to focus all of their resources on providing very detailed origins reports, including breaking down the UK in to 46 categories. In the months since their launch, they have been working on a genetic matching system, called Family Networks, that will appeal to a wide range of users and will “reduce the risk of human error and take away the tedious task of figuring out how each person on a user’s list are related to one another.” They are promising an experience that provides “a level of relationship prediction and specificity beyond anything currently on the market.”

So it sounds like if you are currently struggling with turning your DNA matches into genealogical discoveries, our testing companies want you to know you are not alone, and they are working hard to provide solutions to these problems. Time will only tell if they can succeed.

Diahan also provides answers to questions asked about this blog post announcing updates to MyHeritage DNA matching technology and its new chromosome browser.

MAILBOX: TOM’S PASSPORT SEARCH SUCCESS

Kathleen Head’s passport applications
U.S. passport applications on Ancestry and FamilySearch through 1925
National Archives article on passport applications
U.S. State Department passport application (since 1925) copy requests
Frequently asked Questions about the Freedom of Information Act

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a marvelous soundtrack of silent film music, played live (you’ll hear audience laughter occasionally in the background) and supplied by Sam Gill at the Niles Essanay Silent Film Museum. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Backblaze lisa louise cooke

GEM: INTRODUCTION TO SILENT FILMS

(Image above: a page from Lisa’s grandmother’s journal)

Genealogy Gems Podcast Episode #2 about transcribing family journals and letters was remastered in Episode #134.

Episode #8

Stanford Theatre, Palo Alto, CA (shows silent films)

Internet Movie Database (IMDB)

Niles Essanay Silent Film Museum: the website for this museum is packed with resources: links to Chaplin-Keaton-Lloyd film locations; the International Buster Keaton Society; Classic Images Magazine; a timeline and early history of film and more.

Films mentioned in this episode:

Diary of a Lost Girl starring Louise Brooks (watch trailer)

Safety Last starring Harold Lloyd (watch here)

The Mender of Nets with Mary Pickford (watch here)

The Blot directed by Lois Weber (watch here)

Don’t Park There with Will Rogers (watch here)

Flivvering by Victor Moore

Wife and Auto Trouble directed by Bill Henderson (watch here)

A Trip Down Market Street (watch here)

Wings (watch here)

All Quiet on the Western Front (watch here)

Destruction of San Francisco by Blackhawk Films (watch part here)

Four Sons (watch trailer)

INTERVIEW: SAM GILL, FILM HISTORIAN AND ARCHIVIST

Shown here: Sam Gill and Lisa Cooke at the Niles Essanay Silent Film Museum on the day of this interview. Throughout their conversation, you hear the sounds of excited theater patrons filling the auditorium before a screening.

Sam Gill’s interest in silent film dates to 1966, when as a college student he traveled to Hollywood to interview his aging heroes from the silent screen comedy era. For more than 20 years, he was Archivist of the Academy of Motion Picture Arts and Science’s Margaret Herrick Library, where he established the Academy’s Special Collections and helped it grow to its current status as the preeminent repository for the study of American cinema. He is currently a Board Member of the Niles Essanay Silent Film Museum. Over the years, he has consulted on or otherwise contributed his expertise to numerous film festivals, museum film programs and film history books.

Sam recently sent us these delightful photos (below) of himself over the years:

  • (Image 1) 1966: His first trip to Hollywood
  • (Image 2) 1974: A news article about a research trip to Florida
  • (Image 3) 2017: A birthday party for Diana Serra Cary (Baby Peggy), the last surviving star of the silent screen, held at the Edison Theater of the Niles Essanay Silent Film Museum; also shown is Rena Kiehn, the museum’s publicity director and store manager

San Francisco Silent Film Festival

How to identify old cars in photographs (a technique that adapts well to film!)

National Film Preservation Foundation (click here to see where to find films they have helped preserve, including Japanese internment camp footage)

Old Town Music Hall

MyHeritage.com 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.

GEM: HOW TO FIND SILENT FILMS

If you’re looking for a specific movie, start with a Google search with the name in quotations (and, if you like, anything else you know about it, such as an actor or director’s name or the year). You may find lots of results, including a Wikipedia page and film history write-ups, but if you want to WATCH it, limit your search results to Video.

You can also turn to free curated collections online, such as:

101 free silent films: the great classics (links to free film footage on YouTube, Internet Archive, etc.)

YouTube playlist of silent movies

Internet Archive Silent Films collection: feature and short silent films uploaded by Internet Archive users

Silentmovies.info: watch several classic silent films

Netflix.com: Netflix subscribers can access the service’s little-known collection of silent films by entering the Netflix link for browsing its film categories and then the category specific to silent films, 53310:

http://www.netflix.com/browse/genre/ 53310

(Click here to read an article about this tip, along with Netflix’ full list of specific film categories.)

YouTube: watch for free, rent or buy, as shown here:

More places to explore for silent films:

Turner Classic Movies (TCM.com): under TCMDb, click Database Home and search for a title you want to watch

Amazon.com: Search for titles in the Video section; or search the Classic Silent films category

Your local public library (search catalog: try searching for an actor’s name as author)

Ebay: May be the right place to purchase a hard-to-find title. Click here to view current results for a search on silent films, filtered to include only movie/film items.

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

Disclosure: This document contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!

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Resources

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How to Upload Your E-books to Your Own Google Play Books Library

These days we are all collecting more ebooks than ever before. We also have more devices than we’ve ever had before. Here’s a solution that gives you access to your ebooks from one convenient location no matter which device you are using. 

 

The Advantage of eBooks

While you may love the feel of the pages of a book rifling through your fingers, there is a distinct advantage to collecting many of your genealogical reference materials and books ebooks. They don’t take up precious shelf space in your house!

However, I don’t live in a digital fantasy-land. I’m keenly aware that there are some challenges you may want to avoid:

  • purchasing an ebook and downloading it to one device, and then trying to figure out how to access it on your other devices
  • corralling your ebooks from different sources all together
  • having to pay for an app or web service to manage them

Don’t Reinvent the Wheel

If you’ve ever attended one of my genealogy classes, or watched one of my videos, at some point you’ve probably heard me say that I use Google Books on a daily basis for genealogy. I don’t say that just because the service provides access to over 25 million books, many of them fully digitized and searchable, and downloadable. It also provides you with your own personal library. Let’s take a look at how Google Books and Google Play Books work together to make that possible:

Google Books is a free and powerful service that also allows you to have your own library within it called My Library. As you search for and find ebooks to aid you in your genealogical research, you can save them to your library.

Google Play Books, is sort of the other side of Google Books. It is a vast ebook store that includes a feature called My Books. When you purchase an ebook, it is saved to your My Books. However, it also includes all ebooks that you have saved to your Google Books My Library. Even better, it allows you to upload your own ebooks! This makes it a central clearinghouse for all of your ebooks.

Here’s the bottom line. Think of My Books and My Library as the same thing in two different places: a personal library for your free, purchased and uploaded ebooks. The only reason they have different names is because Google Books has evolved over time into a book store as well. Don’t worry about that. Just know that whether you are searching through Google Books, or shopping in the Play book store, your library is right there with you, no matter what device you are using.

How to Start Using your Google Play Books Library

To get started, all you need is a free Google account, which you very likely already have. Go to https://play.google.com/books and sign in. In the menu on the left, click My Books. If you have ever saved a free ebook to your My Library in Google Books you should now see it on your screen.

This library is a place where you can save, upload, and access your digital books from any mobile device. This means everything is conveniently in one place, and accessible from all of your computing devices, both Apple and Android. You’ll have the freedom to read your favorite books on the go, and to access your digital genealogy research library at the drop of a hat.

Yes, there are some other services out there that could also do the job. But if you’re like me and don’t want to invest the time to learn and pay for yet another tech tool, Google Play Books is a great solution, because we are already using Google Books for our genealogy research.

How to Upload Your Own eBooks to Your Google Play Books Library

Let me walk you through the simple steps to putting this free tool to work for you:

1. First, open your web browser and log in to your Google account.

2. Go to play.google.com/books.

3. Click Upload files.

 

Google Books Library

4. Select your ebook files from your computer folders, or drag them into the box shown. You can also click on My Drive to select files from Google Drive. You can choose epub documents or PDFs.

Now, let me stop right here for a second and distinguish between doing this on a computer, and doing it on a tablet or smartphone. What I’m illustrating here is on a computer. I always recommend when you purchase ebooks to download them first to your computer, regardless of whether you plan on uploading them to Google Play Books. However, if you do want to do this on a tablet, for example, there are currently two options from which to pull your ebooks:

  • “My Drive” which is Google Drive,  or
  • click “Select files from your computer” then tap “More” and select Dropbox.

Trust me, things will work more smoothly if you use your main computer as your hub for downloading, and then upload directly to your Google Books library.

Other things that are good to know:

  • It may take a minute or two to upload an entire book.
  • The cover will be the title page, not the actual dust-jacket cover you might be used to.
  • Currently, you can only search within books you obtain from Google (both free and paid), not the ones you upload.
  • You can upload 1,000 books into your Google Play Books library.
  • It’s private. Your books are only visible to you when you login to your Google account; you’re not sharing them with the world.

Google Play Books Library My Books

Your Google Books Library on Your Mobile Device

So now you have found free historical ebooks on Google Books (if you haven’t, take a moment and click here to read my article about using Google Books) and saved them to your Google Books My Library. Then, you uploaded your own ebooks and PDFs to Google Play Books. The final step is to jump on all of your smartphones and tablets and head to the app store. Search for Google Play Books and download the free Google Play Books app to each device. Sign in to the app with your same free Google account, and you’ll have access to all of your ebooks. Your library can now travel with you in your purse or tucked into your pocket.

In the app, tap the three horizontal lines icon in the upper left corner, and then tap My Library. You’ll find your ebooks sorted under the following tabs:

  • All Books
  • Purchases
  • Uploads
  • Samples

By tapping the three uneven horizontal lines icon in the upper right corner, in each category you can sort your books by:

  • Recent
  • Title
  • Author

Those Pesky Variable Formats

Google Drive and other tipseBooks come in several different formats. While I’m not covering in this article how to convert file types or deal with DRM protected books, there are resources available to help you do so.

The answer? Just Google It!

And if you need help figuring out how to effectively Google search, I have a book for that! The Genealogist’s Google Toolbox–the ultimate guide to using all of Google, including a full chapter on Google Books.

PDF – I Love You!

Many white-papers, scholarly works, and quick reference guides come in PDF format, and they upload like a breeze.

PDFs are so versatile, and they play ever-so-nicely with Google Play Books. It’s just another reason to love your Google Books library.

Stock Your Google Books Library

Are you feeling like your Google Books Library has room to fill? All of our quick reference guides are easy-to-upload PDFs, and all of the following genealogy resources are available as digital downloads in the Genealogy Gems store:

For a hand-picked list of novels and other great leisure reading for genealogy lovers, visit the Genealogy Gems Book Club page. I know you’re going to love our suggested best-sellers and best-kept-secrets about family, the search for identity, and fascinating stories in history.

 

Episode 70 – Getting Started Using Evernote for Genealogy

Doing genealogy research generates a wide variety of research notes: typed and handwritten, audio, photos, video, and screenshots of information on websites. If you want one tool to pull together your current research projects, Evernote might just be the answer. In this video and article you’ll learn the role that Evernote can play, what it is and how to set it up, and your options for using for free or as a subscriber. 

evernote for genealogy tutorial

Evernote for Genealogy Video Tutorial

In this video and article Lisa Louise Cooke will discuss:

  • What Evernote is and the role Evernote can play in your genealogy research
  • How to get started with Evernote
  • Using it for free or as a subscriber
  • Best Practices for tagging, notebooks and more. 

Click here to get started with Evernote.

Use it for free or upgrade to get all the bells and whistles like OCR and use on all your devices. (We will be compensated if you use our affiliate link. Thank you for supporting this free show.)

 

Show Notes 

In my recent videos on how to avoid research rabbit holes that keep you from your genealogy goals, I mentioned that I use Evernote to capture BSOs or bright shiny objects that are interesting but not what I’m working on at the moment. So in this video I’m going to explain what Evernote is, and how to get started using it.

Give Evernote a try with our link

https://evernote.grsm.io/genealogy
(Using our link helps support the free show. Thanks!)

What is Evernote?

Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.

Evernote is a:

  • website
  • software program for your computer (Win & Mac) that you download for free from their website
  • mobile app (iOS & Android): search for Evernote in your device’s app store
  • a web clipper for your computer’s web browser

Benefits

Genealogy can get a big messy. Information can be gathered from countless sources and in a variety of forms. You could funnel things through a cloud service like Dropbox. However, because Evernote is a note taking app, it offers unique and super helpful features:

  • Create all types of notes
  • From all of your devices. Thanks to Cloud synchronization you can take a note on any device and always have access to the most current version. (Free mobile app)
  • Web clipping – It allows you to clip items from the Internet (rather than saving entire bulky web pages),
  • OCR technology makes notes (such as newspaper articles) keyword searchable (subscription)
  • Data like URLs and the date you created the note is automatically included
  • No total storage limit, just monthly upload
  • You can use it for free, and upgrade for all the bells and whistles.

Getting Started with Evernote

  • Sign in for a free account at https://evernote.grsm.io/genealogy
  • Install the software on your desktop computer (Windows & Mac)
  • Download the web clipper to your browser (app store or Google it)
  • Download the free Evernote app to your mobile devices from the iTunes App Store or Google Play

Features & Costs

(Subject to change. Visit evernote.com/compare-plans)

evernote pricing plans comparison 2021

Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.

 

Software Home Layout

Evernote’s Home view gives you a summary of what you’ve got going on in Evernote. If Home is new to you and you don’t see it, simply head to the left Navigation menu and click Home.

Home gives you a place to sort of summarize what you’ve got going on in Evernote. It also allows you to add more personalization.

A fun way to personalize Evernote is by adding a background image. Click Customize in the upper right corner, and then click the Change Background button. Here you can add a preset image or add your own.

By default, Home comes with widgets such as:

  • Notes (highlighting your most recent notes, and Suggested notes based on your activity)
  • A Scratch Pad
  • Recently Captured items by type (web clips, images, documents, audio and emails)

While you’re in Customize mode, you’ll see additional available widgets like:

  • Calendar (allowing you to sync your Google calendar with Evernote)
  • Filtered Notes
  • Notebooks
  • Pinned Notes
  • An additional Scratch Pad
  • Shortcuts
  • Tags
  • Tasks

We’ll explore some of these further in a moment. But first, let’s create our first note!

All Notes View – Snippet View:

  • Left column = your files and organization
  • Center column = search for notes
  • Right column = the note you are currently working on

Change the layout by clicking the View Options icon (in Snippet View it appears at the top of the search column). This will give you a variety of layout options.

Change what appears or is hidden from view, and whether the view is dark or light by clicking View in the menu.

Notetaking 101

Create a note by clicking the New Note (+) button at the top of the screen.

Creating a new note is as simple as starting to type. Evernote saves your work instantly and without any extra effort on your part. Notes are saved in “the Cloud” on Evernote’s servers. This means all of your notes are automatically backed up. In addition, all of your notes will sync across all of your various computing devices. And Evernote facilitates sharing notes with others for research collaboration.

Click the Info icon at the top of the note to see the meta-data for that note. You can add and edit this information.

Types of Notes:

  • Typed
  • Sketched
  • Photos
  • Attachments
  • Video
  • Audio

Note Info has changed and can now be found by pressing Control + Shift + I on your keyboard, or clicking the More Actions (3 dots icon) in the upper right corner of the note and selecting Note Info.

Tagging is the Key to Organization

Add a tag based on important keywords associated with the note.

Examples of tags for genealogy:

  • Surnames (Cooke, Moore)
  • Record types (birth, census, land)
  • Locations (Indiana, Germany)
  • Time frames (1900-1909, 1910-1919)
  • Tasks (pending, add to database, follow up, etc.)

To tag a note, click Add Tag at the top of the note and select a tag from your list or add a new tag. Tags will appear in the left column. Click any tag in the left column to retrieve all notes with that tag.

Evernote Tasks

In June of 2021 Evernote added a Tasks feature. It operates just  a little differently than how I’ve been using tasks. Evernote tasks are:

  • To Do Items
  • Note Specific (versus a tag which can retrieve all notes with that task)
  • Often Deadline Driven
  • Assignable to Others
  • Searchable

Where is the Trash?

You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.

Notebooks

Notebooks take organization a step further. I create notebooks sparingly. I use them to divide Evernote up into workspaces: Genealogy, Personal, Business, etc. I also use them for long-term and collaborative research projects that I may want to share with others.  You can drag and drop notebooks on top of each other to create Stacks, although Evernote only allows one level of stacking.

How to create a new notebook:

  1. In the menu select: File > New Notebook
  2. Name the new notebook in the pop-up window
  3. Select notebook type – usually you would set it up to synchronize, but you do have the option to have the notebook reside only on the computer it was created by selecting Local

The Cloud and Synchronization

Notes are saved on your computer and in the Cloud on Evernote’s servers. This means all of your notes are automatically backed up, and also accessible from your account on their website. Your notes will sync across all of your computing devices that have Evernote installed. There’s no need to manually sync with the new version. It happens automatically whenever you’re connected to the internet.

Web Clipping

As you visit webpages, you can clip just the portion of the page that you want to remember and keep rather than printing the page or bookmarking it. You can type the source citation directly into the note. Clippings appear as images in the note.

How to clip a screenshot using the computer software:

  1. Right-click on the Evernote icon in your computer task bar.
  2. Select Clip Screenshot.
  3. Use the cross-hairs to draw a box around the desired content.
  4. Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
  5. In Evernote click on the note to type additional information if desired.

How to download the free Evernote web clipper for your web browser:

  1. Go to: evernote.com/webclipper
  2. The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
  3. The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
  4. Sign into your Evernote account in the clipper.

Using the Browser Web Clipper:

When you visit a web page and find something that you want to clip, click the Evernote Web Clipper (elephant) icon in your web browser. The browser web clipper can save:

  • a full page (even the parts out of view)
  • an article
  • a simplified article (removing unwanted graphics and text not pertaining to the article)
  • a screenshot (where you precision clip with cross hairs)
  • a bookmark

As you clip you can select which notebook to file the note in and add any desired tags. It will also include the URL in the note header.

Search and Retrieval

Type a keyword into the search box and Evernote will locate and display notes that contain the keyword in the center column. This includes typed text from a website clipping or image, as in the example above. With a subscription, OCR technology makes it possible for you to search for words in Evernote to retrieve notes that include those words, both on the clipped image and in printed handwritten text.

Resources

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here

 

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