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

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

Evernote vs. Onenote Free vs. paid

Sherri’s Dilemma and Questions

Sherri wrote in with a question I frequently receive:

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

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

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

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

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

“Hi, Lisa. Me again.

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

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

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

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

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

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

Evernote vs. OneNote

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

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

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

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

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

Free vs. Paid

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

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

Creative Solution #1: 

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

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

Use Evernote for Genealogy Computer file

We’ve got you covered on Evernote for Genealogy

Creative Solution #2:

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

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

How to set up Chrome Remote Desktop access:

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

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

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

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

Resources

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

mobile genealogy book

Book by Lisa Louise Cooke

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

Genealogy Gems Premium Video Classes by Lisa Louise Cooke:

Genealogy Gems - Family History Podcast and Website

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

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The Incredible Story of the Public Records Office of Ireland

Dr. Brian Gurrin is a specialist on Irish censuses and census substitutes and author of such books as Pre-census sources for Irish demography and The Irish religious censuses of the 1760s.

In this week’s video premiere he joins me for a discussion of the incredible story of the repository that held early census records and much more: the Public Record Office of Ireland. 

Dr. Gurrin will take us back through the history of the building and the surprising and ironic catastrophes that destroyed countless valuable records. Then he will share the truly inspiring ways that records are being restored, some of which will be available soon!

Watch Live: Thursday, June 9, 2022 at 11:00 am CT 
(calculate your time zone

Three ways to watch:

  1. Video Player (Live) – Watch video premiere at the appointed time in the video player above.
  2. On YouTube (Live) – Click the Watch on YouTube button to watch the YouTube premiere with Live Chat at the appointed time above at the Genealogy Gems YouTube channelLog into YouTube with your free Google account to participate in the live chat. 
  3. Video Player above (Replay) – Available immediately after the live premiere and chat. 

Show Notes

Downloadable ad-free show notes PDF for Premium Members

(This interview has been edited for clarity.)

If you’re looking for Irish records that were created prior to 1922, and you’re in the right place, today, we are talking about the Beyond 2020 to Ireland project, which may just be the best hope for Irish research in a long time.

Dr. Brian Gurrin is a specialist on Irish census records and substitutes. He’s also the author of the books Pre-census sources for Irish demography and The Irish religious censuses of the 1760s and he’s here today to tell us about this exciting project.

Lisa: What was held at the Public Records Office of Ireland prior to 1922? What kind of records would somebody have found there?

Dr. Gurrin: The Public Record Office (PRO) opened its doors in 1867. Prior to that the Irish records, the various state records, records of Parliament and so on, they were dispersed around in various repositories, around Dublin and around the country. Many of them were stored in locations that were unsuitable for maintaining records in good condition. The records were getting damaged, some records were getting damaged by damp and so on.

So, when the PRO opened, they started to take in records from these unsuitable repositories. There were a vast quantity of records available. Our earliest census records, our first census was held in 1813. That wasn’t a particularly successful census. And then are our next census was the first time that Ireland was fully enumerated by statutory census in 1821. And thereafter, we held censuses every 10 years on a year to terminal digit one. So, we held our census in 1821m 1831, 1841, 1851, and so on, right up to 1911, which was the last census that was held in Ireland, when Ireland was part of the United Kingdom.

And so, they were very important, very important for genealogists. And an interesting thing about the census: when the Public Record Office opened, and it just goes to show how research is changed, they published annual reports every year, the Deputy Keepers Reports. And when they opened, one of the earlier reports, I think it might have been the second report or the third report, made a comment about the census records. It talked about that the census records were just clutter taking up space and that they weren’t very important. And that they were just taking up taking up an enormous, inordinate amount of space in the Public Record Office. They didn’t want to receive any more census records because there were just basically clutter. And when you think about the census and how important the census is for genealogical research and family history research now, it just goes to show how historical research has changed, and how these records are vital records for historical research and historical study.

Overview of the background and contents of Public Record Office of Ireland:

  • Public Record Office of Ireland opened to public in 1867.
  • National repository for records:
    • Census returns (1813-5, 1821, 1831, 1841 & 1851)
    • State papers
    • Parliamentary records (Ireland had its own parliament until 1800).
    • County records; accounts, administration; grand juries.
    • Charters, corporation records
    • Maps
    • Testamentary (wills), parish registers (Established Church)
    • Tax records (poll taxes, hearth tax)

The building destroyed on 30 June 1922; and almost all records lost.

So it was a really vast collection and it built up from 1867 right up to 1922 when it was still receiving records into the record office.

Let’s just go back and talk about the 1821 census. Again, Ireland’s first census. When that census was held, the census recorded the names of all householders in the country, but also the act that initiated the census specified that at the each of the individual counties where to make a copy of the census as well to hold locally as their own local copy of the census. But then when the county records came in after 1891, after the fire, in the Cork courthouse, all those copies of the 1821 census also came into the Public Record Office as part of the county records collection. In 1922 the Civil War the civil war commenced, and the public record was on the north side of Dublin City in the Four Courts complex, just north of the River Liffey on the north bank.

The anti-treaty IRA occupied the Four Courts complex. We’re not sure what happened. There are two schools of thought. One is that the Anti-treaty IRA deliberately mined the building and blew up the building when they were evacuating it to destroy the records which were primarily records of British administration in Ireland. So, it was a great strike for Irish republicanism, destroying the records of the British administration in Ireland. The second thought on it is that when the anti-treaty IRA started shelling the Four Courts complex to drive out anti-treaty Republican forces there, a shell went in into the Public Record Office, exploding munitions that were stored in the Public Record Office.

Whatever happened, it was quite a disaster for Irish record keeping the beautiful fantastic archive was destroyed. It was explosions that occurred on the 30th of June 1922. It was a catastrophe for Irish history. The building was destroyed, this beautiful archive was destroyed. Records going back 800 years were blown up. The records were scattered around Dublin City. Records were blown on the wind over 10 miles out around Dublin. People were picking them up and handing them back in. There were very little handed back in. It was a catastrophe for Ireland and a really great tragedy. So that’s the backstory.

There was two parts to the records office. In designing this, they were really careful to try to ensure that nothing, no catastrophe, could happen that these records could be destroyed. There were two parts to the building. There was a squarish type building (on the left in the photo).

Ireland Public Records Office

Ireland Public Records Office

That’s called the Record House. That’s where the researchers went. If you want to access records, you went into the Record House, (it was like the Reading Room of the archive) and you filled out a form. You filled out the details of the record you wanted.

The building on the right was called the Record Treasury. It was called the Treasury because these were Ireland’s treasures. This was where Ireland’s treasures were store. It was a beautiful archive containing beautiful records of Irish history over 800 years.

If you look up towards the roof, between the two buildings, you can see a gap. This was a fire break that was that was installed because it was thought that if any fire broke out, it wasn’t going to break out in the Record Treasury, it was going to break out in the record house where the where the public came in and where the heating systems were. So, they wanted to ensure all the collections of records that were in the Record Treasury were going to be protected from fire. So that building isn’t actually joined together. That’s a false wall there. That firebreak gap between the two buildings was to ensure that there was no possibility that a fire could spread from the Record House into the Record Treasury and destroy the records.

The great irony is that when the fire broke out, when the explosions occurred, the explosions occurred in the Record Treasury. That meant that the firebreak operated in reverse protecting the Record House from the Treasury. And by coincidence, whoever was working on records on the day that the record office was occupied, those records were moved from the Treasury to the Record House for them to access. Those records remained in the Record House. So, a small quantity of records survived just by pure accident because people were using them in the Record House at the time. So, the firebreak operated in reverse, protecting the Record House from the fire that was in the Record Treasury even though it was designed with the idea that it would protect the Treasury from any fire that was going to occur in the Record house.

Lisa: Did you say that there was actually munitions stored there?

Dr. Gurrin: Just to take up on the first question that yes, they did. They were really careful to ensure that no damage could come to the records. It wasn’t just that they installed a firebreak, but they also made sure that there was no wood in the Record Treasury to ensure that there was no possibility. So everything was metal. Initially there were wooden shelves in there. But then, maybe 10, 15 years in, the Deputy Keepers annual report says, that’s it, there’s no wood left in here, We have it perfectly protected, so there is no possibility of fire occurring in here.

A  view inside the Record Treasury:

Ireland Record Treasury

(enhanced and colorized photo)

There were six floors in that building. You won’t see any wood at all.

These people are called searchers. So, you go into the Record House:

Searchers

The Record House

You’d sit down in one of those benches down the back, you’d fill out your document, and you’d hand it up to the clerk behind the desk. They give it to one of the searchers who then goes in through those double doors. That’s the way in between the firebreak and the link into the Record Treasury. They wander up to the steps to whichever floor the record was on and find the record, and bring it back down into the Record House for you.

Now we do have a great knowledge of what was in the Record House.

record treasury chart

record treasury chart

There was a kind of a central aisle down. On either side there were what were called “bays”. There were six floors to it. This chart is giving you an indication of what was in the Record Treasury and what type of records were in the bays.

Public Record Office inspection document:

docket image

Tennyson Groves was a great hero of mine. He was a genealogist who sat in the Public Record Office and transcribed vast amounts of information from various census records. A lot of what we have surviving now are transcripts that were transcribed by Tennyson Groves.

Lisa: You mentioned the copies of records that were often made. We see that in genealogical records around the world that sometimes copies get made, and then the original set may go to a central location, and then they would keep a set locally. You mentioned that with some of the census records they actually sent the second set into the public records office as well. Do you have a sense of how many duplicates are out there? I mean, how much hope is there that there are copies of some of the things that were in the building and lost that day?

Dr. Gurrin: That’s a really good question.

Once the fire occurred in the courthouse in 1891 in Cork, they said, ‘right, we cannot have, we can’t have a situation where local records are stored in unsuitable accommodation like this. They can’t be destroyed. We have a perfectly fireproof location here. So, we’re going to take them all in.’

So, whatever records counties produced, like as I said, the 1821 census, they were required to make copies. Not all counties produced copies, and not all counties produced complete copies for their county, but many counties did. And many counties produced partial copies. All of those went into the Public Record Office after 1891 as per instructions of the Public Record Office. They all went in except for one county, which is county Cavan. About 40% of the census records survive for Cavan. They were the only county that didn’t send in their local copies into the record office. All the others transferred.

If the fire hadn’t occurred in Cork, maybe the Public Record Office would have let the records stay locally, and they would have survived. In terms of survival of records, Cavan is the only county that copies of the 1821 census survived. Now there are four volumes of 1821 census original volumes that survived. Some bits of partial sets of records have survived. That’s four out of 480 original volumes that existed. So, it’s like 1% of the original volumes from 1821 to survive. But for Cavan 40% of the county is covered by copies that were made under the terms of the census act.

Then there are transcripts for various parts from genealogists and local historians. Prior to 1922, they made copies. But in terms of survival there’s probably about, I suppose, 50 or 60,000 names surviving from 1821 and transcripts. Now that’s 50 or 60,000 names out of the 6.8 million names that were enumerated in 1821. So it’s really, really tragic.

And it’s even worse as you go as you go to the next census for 1831, the survival rate is even lower. And for 1841, it’s very low as well. And there are about two and a half thousand civil parishes in Ireland. And for 1841, there is only one parish that the original record survived. The scale of the losses is just catastrophic.

We are very lucky in that we do have census substitutes. In some instances, we have a wonderful land value taxation valuation that was conducted in the 1860s or in the 1850s called Griffiths Valuation, which is effectively a census substitute. But that’s what we’re down to as Irish genealogy. We’re down to using census substitutes in a lot of instances because unfortunately, this wonderful census records were lost.

There was one other very interesting census that was conducted in Ireland in 1766, a religious census. And that’s a real focus of our project now. It’s a magnificent survey that was conducted that is in the second book of mine that you mentioned. Some original records survive from that as well. So, that’s a really interesting focus of our project, which I could talk for hours!

Lisa: How has this loss of records been coped with over the last 100 years? Were there efforts to try to reconstruct them and fill it back in?

Dr. Gurrin: There were. As soon as the Record Office was reconstructed they did put out calls for records or records transcripts that were taken before 1922. Those came back in and were donated back into the facility. They did make efforts to recover them.

A lot of the records like the charred remains of records that were picked up around the streets of Dublin and in the vicinity of the Four Courts were collected and boxed and cataloged. Many of those records weren’t accessed again until our project started.

The National Archives has been cataloging those records that were picked up almost 100 years ago on the streets of Dublin, and they’ve been cataloging them they’ve been trying to recover them to try to treat them to make them accessible again.

There were various efforts made and donations came in from genealogists like we had a lot of genealogists who transcribed records previous to 1922. If genealogical transcripts came up in auctions the government was very active in trying to secure those. They did as much as they could do, I think, to try to recover the losses, but it was only going to be a drop in the ocean in comparison with what was there.

Lisa: Now you’ve got a brand new project called Beyond 2022. Tell us how this gets started. And what’s your end goal?

Dr. Gurrin: It’s part of the decade of the decade of Centenaries in Ireland. There were a lot of things happening around 1916, with an Easter Rising around 1918, with a general election, which saw Sinn Fein’s win the majority of the seats. It saw the War of Independence, the Civil War, and then the government of Ireland enacted the partition of Ireland. So, it was a lot of things happening around there.

Beyond 2022 really fits into that as a part of the Decade of Centenaries. It’s a two year project that’s been going on with the intention of identifying material that still exists in archives around the world and local archives here in Ireland. It’s an effort to recover it to make it freely available digitally online. They’re being digitally imaged as high-quality digital images. They are being transcribed as much as possible. And that’s not being hand transcribed. This is a transcription package, which is reading the handwriting and trying to transcribe that handwriting into searchable text.

At the end of it, it is the intention of the project to make 50 million words available and searchable through the Beyond 2022 website. So you will be able to enter a name, enter a name, enter a townland name, enter a place name, enter free text and search these documents and come back with whatever we have. The launch date is June 30, 2022.

Learn more about Beyond 2022

Resources

Downloadable ad-free show notes PDF for Premium Members

Genealogy Gems Premium Membership

Click to learn more about Genealogy Gems Premium Membership.

 

10 Questions to Rate Your Readiness for Genealogy Research Success

Elevenses with Lisa Episode 39 Show Notes

Elevenses with Lisa is our 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!

Are you ready for a year of successful genealogy? Learn how to develop an effective research plan, and preserve and protect your genealogy. Keep reading for the show notes that accompany this video.

10 Questions to Rate Your Readiness for Genealogy Success

1. Have you selected a place to start?

I started learning how to play the guitar in 2020. I began with an online course to learn the basics, and I picked one song that I really wanted to learn how to play. 

For three months I worked my way through the course and played that song over and over every day. This resulted in two things: I learned how to play the song, and my husband took a blow torch to my guitar! (Just kidding.)

At the end of those three months I had several weeks where I just didn’t feel I was making any progress at all. I practiced every day, but I wasn’t getting anywhere.

It turns out that I had reached my initial goals – I knew the most popular chords, had memorized the Pentatonic Scale and could play the song Crazy On You for a captive audience in my home. However, I had not  stopped to identify my next set of goals. Therefore, stagnation set in.

In an effort to restart my learning and success trajectory, I spent an evening looking through my record collection and I made a list of 6 of my favorite songs. Then I put them in the order I wanted to learn to play them. Most importantly, I identified which one was my top priority to learn. Once I did that, I knew exactly how I was going to spend my practice time.

It sounds simple, but finding and deciding on the place to start (or restart) is really easy to miss. When it comes to genealogy there’s always a bright shiny object online ready to gobble up a few precious minutes, or hours, or days! Having a predetermined project goal in mind will help you get down to business faster and keep you from wandering aimlessly.

2. Have you developed a project research question?

Once you know what your project will be, it is time to formulate the general question. In other words, what is the question you are trying to answer?

In this episode I shared the family story that had been handed down the McClelland family about their ancestor Washington McClelland. The story went like this: “He immigrated to the U.S. from England. He was working on the railroad when he met a girl in Idaho. She became pregnant. They married. He converted to the LDS church. They raised a family together.”

The general research question was “is this story true?” That’s a big question, and one that we’ll break down further in question #3. 

Genealogy Gems Premium Members can learn more about formulating research questions by watching the segment How Alice the Genealogist Avoids the Rabbit Hole Part 1 in Elevenses with Lisa Episode 2. It’s available in the Premium Videos area of the Genealogy Gems website. Don’t miss the downloadable handout! You’ll find the link under the video. (Learn more about becoming a Premium Member here.)

3. Do you have a Research Plan for your genealogy project?

The general project question can usually be broken down into several bite-sized actionable questions. In the example of “Is the story about Washington McClelland true?” we can break that question down into several questions:

  • Where exactly was Washington from in England? 
  • When did he come to the United States?
  • Why/how did he end up out West?
  • Did he work on the railroad?
  • When and where did he marry?
  • When was their oldest child born?
  • Did he join the LDS church?

And many of these questions can likely be broken down further. These more focused question help provide the framework for the project’s research plan. They can then be re-sorted so that they follow a logical progression of answers.

The next step will then be to identify and prioritize the sources (records) that are likely to provide the necessary relevant evidence. Then determine the order in which you will locate each identified record. Finally, add where you think you can find the records to the plan.

4. Do you have the research forms you need?

There are many different types of genealogy research forms: research logs, blank record forms, checklists, just to name a few.

Research logs are great for keeping track of your research plan progress. Blank record forms (such a blank 1900 U.S. Federal Census form) are very handy for transcribing the pertinent information for analysis. And checklists (such as a list of all types of death records) help ensure that you don’t miss and records, and you don’t look for the same record twice!

Free Genealogy Forms at Family Tree Magazine
Family Tree Magazine offers a plethora of free genealogy forms. You’ll need to register for a free website account to download the forms.

Free Genealogy Forms at Ancestry
Here you’ll find several common and helpful genealogy forms including:

  • Ancestral Chart
  • Research Calendar
  • Research Extract
  • Correspondence Record
  • Family Group Sheet
  • Source Summary
  • US, UK And Canadian Census Forms

5. Have you established Your Filing System?

Having an organizational system in place takes the guesswork out of where things should be filed, making it much more likely they will actually get filed. It also ensures that you’ll be able to put your hands on your records whenever you need them.

Here’s a secret: There is no one perfect filing system. The most important thing is that it makes sense to you and that you are consistent in how you use it.

In Elevenses with Lisa Episode 6 (available to Premium Members) I cover step-by-step the system I developed and have used for over 15 years. I’m happy to report I’ve never lost an item. (Whew, what a relief!)

As you work on your genealogy research you’ll find there are two important tasks you will be doing often:

  • Storing items that you have not had a chance to work on yet (I refer to these pending items as “to be processed.”)
  • Storing items that need to be filed. (Let’s face it, we rarely want to stop in the middle of an exciting search to file a document.)

Not having a way to store these two types of items leads to clutter and piles on your desk. Here’s my simple solution:

  • Place a “to be filed” basket next to your desk.
  • Create a “Pending” tab in each surname 3-ring notebook (if you use my system.) The beauty of the surname notebook Pending section is you have a place to put documents (out of sight) that are associated with a specific family. When you’re ready to work on that family line, grab the notebook and jump to the Pending section to start processing and analyzing the previously found records.

7. Do you have the supplies you need on hand?

Make sure that you have a small quantity of all of the supplies you need for the filing and organization system you are using.

Here’s what my shopping list looks like:

  • 3” 3-Ring View Binders
    (allow you to customize covers & spines)
  • 1” 3-Ring View Binder
  • 1 box of Acid-Free Sheet Protectors
  • 3-Ring Binder Tab Dividers

8. Have you settled on a file naming scheme?

How to name digital genealogy files is something we all struggle with. Good intentions don’t make the job any easier. Take a few moments to nail down the basic naming scheme you will commit to follow. I say basic, because there will be times when you’ll need to modify it to suit the file. That’s OK. But always start with the basic format.

Here’s what my basic file naming format looks like:

  • Year (will force chronological order)
  • First Name (filed in surname folder)
  • Location

Example: 1920_robert_m_springfield_oh

Notice in my format I don’t usually include the surname. That’s because I file in surname folders. Notice that I said “usually.” That’s because we are always free to add on additional information like a surname if we think it will prove helpful. For example, if I anticipate that I will have a need to share individual files with other researchers or family members (rather than the entire folder) then I will add the surname so that the person receiving the file has the pertinent information.

8. Are you prepared to make copies?

Protecting and preserving our genealogy for generations to come is a top priority for most genealogists. All of us at some time have worried about what would happen if a website that we upload our content to goes out of business or sells out to another company. Now there is a new reason to take a few extra steps to ensure you don’t lose access to your genealogy data. 

Recently, According to Buzz Feed, on Jan. 9 the largest cloud-hosting service notified a large social media network with millions of users that it would be cutting it off  from its cloud hosting service.  According to the Wall Street Journal, “other tech partners also acted, crippling operators.”

Now we must add to the list of concerns the possibility that a genealogy website we use might be cut off from web hosting. How might this type of action impact our personal family history that we share on websites? Many companies that provide access to millions of historical records and likely house a copy of your family tree and your DNA test results use the same cloud hosting service. In fact, it’s hard to find a company out there that isn’t tethered to it in some way.

My research showed that both Ancestry and FamilySearch have been featured on their website in case studies and blog articles:

The bottom line is that our family history is our responsibility to preserve and protect. While we can benefit from sharing copies of it online, putting all our genealogy eggs in only the online basket puts it at risk because we don’t have control.

While I love the idea of going paperless and I’ve been striving to do that in recent years, I’m changing my tune on this. For several years I’ve been strongly recommending that you get your own genealogy software on your own computer and use it as your master database. All online family trees are simply copies. Many people, particularly those who rely solely on FamilySearch often wondered why I was so concerned. The events of this week make my point and put an exclamation point on the end of it.

Making digital and paper copies of your data is a simple strategy you can put in place today. This means regular print outs of your tree, family group sheets, and the most important genealogical documents. I keep mine in a portable fireproof safe.

We can also make digital copies as well. For example, last year I had all my old home movies transferred to digital and they are stored on my computer. I went the extra step to get copies on DVD and I also copied the digital files onto a terabyte hard drive that is in the fireproof safe.

Remember, your computer is connected to the Internet. If you’ve ever woken up to a Windows update, then you know that tech companies can make changes to your computer. Having your own paper and digital copies are just extra insurance that certainly can’t hurt.

Here’s a checklist of things you can put in place today:

  • a good printer
  • extra ink
  • a stock of paper
  • a portable terabyte hard drive

Ideas for saving paper and ink:

  • Print only the most important documents that might be more difficult to replace.
  • Focus your printing on direct ancestors.
  • Print in draft mode (depending on the document) and / or black and white to save ink.
  • Make double-sided copies.
  • When possible, add two documents to each side of the paper so that one piece of paper holds 4 documents.

 

9. Is your computer backed up to the Cloud?

I use and recommend Backblaze for computer cloud backup. They have their own storage facility. Here’s what their storage pods look like:

backblaze server podcast

Image courtesy of Backblaze.

I am also an affiliate of Backblaze so I appreciate when you use my link if you decided to make a purchase. I will be compensated at no additional cost to you, and that supports this free show. https://www.backblaze.com/landing/podcast-lisa.html 

Learn more: Premium Members can watch the Premium video Your Guide to Cloud Backup and download the PDF handout. You’ll get answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?
  • My personal cloud backup choice

10. Have you scheduled ongoing education time?

Pick one area you want to improve your genealogy skills and knowledge and make time each week to learn something new about it.

Thank you for making Elevenses with Lisa and Genealogy Gems one of your places for genealogy learning, laughing and getting refilled!

On the Genealogy Gems YouTube channel:

  • Click the Subscribe button
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    enter your email address and select from the drop-down menu how often you would like to receive notifications. Then click the orange “Feed Me” button. When I post a new video or schedule an Elevenses with Lisa episode you’ll receive an email notification.

Recap: 10 Questions to Rate Your Readiness for Genealogy Success

  1. Have you selected a place to start?
  2. Have you developed a project research question?
  3. Do you have a Research Plan for your genealogy project?
  4. Do you have the research forms you need?
  5. Have you established Your Filing System?
  6. Do you have the supplies you need on hand?
  7. Have you settled on a file naming scheme?
  8. Are you prepared to make copies?
  9. Is your computer backed up to the Cloud?
  10. Have you scheduled ongoing education time?

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Let us know if you found this video and article helpful. I’d also like to hear from you about the topics you would like to learn more about in future episodes. Thanks!

 

10 Awesome Genealogy Finds at the Internet Archive

Elevenses with Lisa Episode 43 Show Notes

Do you like finding new stuff about your family history? Well, then you’re in the right place because today that’s exactly what we’re going to do in this episode of Elevenses with Lisa

If you’re looking for new information about your family history, an important website to add to your research list is the Internet Archive. The Internet Archive is a free website that attempts to archive the web, and that includes online genealogy!

One of the best ways to approach your search at the Internet Archive is by focusing on a particular type of record. Here are 10 genealogy records that every genealogist needs that can be found at this free website.

Watch the Internet Archive episode:

Getting Started with the Internet Archive

You are free to search for and access records without an account, but there’s so much  more you can do with a free account. Here are just a few advantages of having an Internet Archive account:

  • Borrowing ebooks
  • Saving Favorites
  • Uploading content
  • Recommending websites to be archived.

Getting a free account is easy. Simply click on the Sign Up link in the upper right corner of the home page.

Types of Content at the Internet Archive

There’s a surprisingly wide variety of content available on the website including:

  • Video
  • Audio
  • Text
  • Images
  • Books
  • Software

10 Awesome Finds at the Internet Archive

A great way to discover all that the Internet Archive has to offer is to think in terms of categories of records. I’m going to share with you ten genealogy record categories that include several specific types of records.

Start your search for each category using just a few keywords such as:

  • a location (town, county, etc.)
  • the type of record,
  • a family surname, etc.

Next try applying some of the filters found in the column on the left side of the screen. I try several combinations of searches to ensure that I’ve found all that the Internet Archive has to offer. Let’s get started:

Genealogy Records Category #1: Church Records

In Elevenses with Lisa episode 41 we discussed how to find and use church records for your family history. Here are just a few of the specific types of church records you can find at the Internet Archive:

  • Meeting Minutes
  • Church Histories
  • Quaker Records

Genealogy Records Category #2: Family Records

Including:

  • Compiled Family Histories
  • Family History (general)
  • Family Bibles

Learn more about finding and using family bibles for genealogy in Elevenses with Lisa episode 29.

Genealogy Records Category #3: Location-Based Records

Including:

  • Location History (Example: Randolph County Indiana History)
  • City and Rural Directories
  • Almanacs
  • International
  • Newspapers
  • Gazetteers
  • Plat Maps

Genealogy Records Category #4: School Records

Including:

  • Yearbooks
  • Student Newspapers
  • High School, College, etc.

Genealogy Records Type #5: Work Records

Including:

  • Trade journals
  • Corporate histories
  • Works Progress Administration (WPA)
  • Civilian Conversation Corps (CCC)

Genealogy Records Category #6: Military Records

Including:

  • Military Radio Shows
  • Newsreels
  • Military histories
  • Photographic reports
  • Veterans Administration Payment Records
  • WWI County Honor Books

Elevenses with Lisa episode 31 features the Genealogy Center at the Allen County Public Library which hosts much of their content on the Internet Archive. Tip: If you find a collection difficult to navigate, visit the website of the sponsoring organization (such as the Allen County Public Library) which may have a better user interface for searching the records.

Genealogy Records Category #7: Patent Records

From the United States Patent and Trademark Office. Keep in mind that your ancestor may be mentioned in a patent even though they did not file it.

Genealogy Records Category #8: Probate Records

Although there doesn’t currently appear to be a large number of probate records, the Internet Archive does have some. Try searching by location to see if it includes a probate record for others from the same community. For example, a prominent shopkeeper might list many in the town who owed them money.  

Genealogy Records Category #9: Audio and Video Records

Audio records include:

  • Oral interviews
  • Old radio shows
  • Music from days gone by (78s, cylinders, etc.)

Genealogy Gems Premium Members: Listen to episode 176 of the Genealogy Gems Premium Podcast for more on the Great 78 Project at the Internet Archive. (Learn more about joining us as a Premium Member.)

Video records can include:

  • Old home movies
  • Local shows and news
  • Newsreels shown in movie theaters
  • History Documentaries

I searched for the small town where my husband’s ancestors lived for several generations and found a great video from 1954. It featured a parade float sponsored by his great grandfather’s business and several faces I recognized! Watch Winthrop Days.

Genealogy Records Category #10: Collections!

A collection is a group of records submitted by a user. Often times these will be organizations, libraries and archives.

You’ll find the most popular collections listed on the Internet Archive home page. You can also search collections from the Advanced Search.

Here are just a few examples of collections that may be of interest to you as a genealogist:

Borrowing Books from the Internet Archive

Visit the Books to Borrow collection. You will need to be logged into your free Internet Archive account in order to borrow books. You can borrow the book in 1 hour increments. In some cases, you can choose a 14-day loan. If there is only one copy of the book available, the 1 hour load will be the only option. If there are no copies available you can join a waitlist. No waitlist is necessary for one hour loan ebooks.

Learn more about creating your own collection at the Internet Archive.

Tips for Using the Internet Archive

Tip: Find More at the Internet Archive

Scroll down below the individual item for:

  • Download options
  • “In Collections” (which can lead you to more content from the same collection)
  • Similar items

Also, when you find an Item of interest, click the Contributor link to see all of the items uploaded by the user. It’s very likely they will have additional similar items.

Tip: Use the Internet Archive Advanced Search and Search Help

One advantage to using the Advanced Search is when you are searching for items from a specific timeframe. It’s much more efficient than clicking the box for very year in the range in the filter.

Tip: Downloading from the Internet Archive

Download the full cover version of the PDF when available. Images will likely be clearer and more accurate.

More Interesting Content at the Internet Archive:

  • Video Game Oregon Trail
  • Old Radio Programs
  • bureau of Refugees, Freedmen, and Abandoned Lands, 1865-1872
  • Veteran’s Administration Pension Payment Collection
  • Oaths of Allegiance and Naturalization Index
  • Genealogical publications

Answers to Live Chat Questions

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.

Question from Sue: What does metadata mean?
Lisa’s Answer: Metadata is data that describes other data. For example, the date of upload is metadata for a digital file that you find online. Metadata is often added by the person or institution doing the uploading to the Internet Archive. I like to search both “Metadata” and “text contents”.

Question from CA: ​Date filter really applies to date posted not date of item u r looking for….correct?
Lisa’s Answer: In the case of genealogical documents, the date typically refers to the date of original publication rather than the date posted. You will find dates back into the 19th century in the filters.

Question from Mary: ​is there a print icon? I don’t see it.
Lisa’s Answer: Instead of printing, look for the download options. Once downloaded to your computer, then you can print. 

Downloading at Internet Archive

Click the options icon (3 dots in the round circle just below the Search icon) on the left side of the viewer to find the Downloadable Adobe files, or look for Download options below the item.

Question from Susie: ​Would this site have membership of Rotary clubs and such type groups?
Lisa’s Answer: Absolutely! Search for “rotary club” and perhaps the name of the town or locality.

Rotary Club records at Internet Archive

An example of a Rotary Club record from 1951 at the Internet Archive.

Question from Sally: Is broadest search METADATA? Does it catch everything?
Lisa’s Answer: No. Metadata is the default. I would strongly advise running both Metadata and text context searches for your search terms.

Question from Amy: ​Lisa, do you know of a way to correct records that are incorrectly or in sufficiently tagged?
Lisa’s Answer: To the best of my knowledge, you can only do that if you were the one who uploaded the item. If anyone else reading this has found a way to edit or tag other user’s items, please leave a comment below.

Question from John: You may have mentioned this but what is the difference between searching metadata or searching text?
Lisa’s Answer: Searching metadata is only searching the data (like tags) that were added to provide more information about the item. A text context search will search all the text that was typed including the title and description. I recommend searching both ways. Keep in mind that not all user’s include detailed descriptions, which is why metadata is very important.

Question from K M: ​Why does Allen County Library have this archive?
Lisa’s Answer: I think it may be because the Internet Archive provides affordable cloud storage which can be a big expense when offering online records.

Question from Karen: Lisa will you explain the download options?
Lisa’s Answer: Options are based on the type of item. For print publications you will often find you can download the item as an EPUB, PDF, Full Text, etc. Download options can be found by scrolling down just below the item near the description and Views. You can also found download options for Adobe files while viewing the item in the viewer. Click the three dots in a circle icon just below the search icon.

Question from Barbara: Would audio include old local radio programs?
Lisa’s Answer: Absolutely!

Question from Rita: Can you share info about how to upload something?
Lisa’s Answer: Learn more about creating your own collection at the Internet Archive.

Question from Margaret: What about information on the Mayflower?
Lisa’s Answer: Yes. Search Mayflower and then use the filters to narrow your results by Topic & Subject and by Year.

Question from Jeremy: Any pointers on Swiss Mennonites, Lisa?
Lisa’s Answer: A search of Swiss Mennonites brings up 21 items, some of which look rather interesting. Otherwise, like with all genealogy research, formulating a more specific question can help you craft a better search query at the Internet Archive.

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