Evernote for Genealogy: Should Evernote Be My Digital Archive?

Evernote digital archive“If I put a PDF copy of a newspaper article or a jpeg photo into Evernote, can I get a copy back? I am putting them there for safe keeping and an easy way to archive them but I want to be able to use them in other places in the future.”

Recently Pam sent me the excellent question above. She’s been using Evernote for a couple of years, she says, “but not very well.” I’ve heard that before! I like how she’s now thinking carefully about not just organizing her genealogy research materials (which is important!) but also digitally archiving them effectively.

As I told Pam, folks have tried to accomplish this in a variety of ways. Here’s my two-cent’s worth on how I look at it.

First, I don’t save newspaper articles to PDF because you have to have a Premium Evernote in order to annotate PDFs and have OCR applied to them. (At least the last time I looked last week.) Personally, I prefer web clipping the article as a note and saving it directly to Evernote.

I haven’t found a simple free way to export a PDF that has been saved to Evernote back out as a PDF. This is a weakness of Evernote. (Click here for a blog post about this.)

organized videoIf you are keen on saving items to PDFs, I would suggest not bothering to store them in Evernote. If you really want a “note” of the item in Evernote, you could use this technique: First, save the PDF to your hard drive (using my Hard Drive Organization Premium Videos).

click_PDFThen right-click the PDF and “Create a Shortcut.” Drag and drop the short cut into a note. Now with one click of the shortcut in the Evernote note, you can instantly open the document on your hard drive and make any additional notations in the note about the item.

If you would rather save the PDF to a cloud service such as Dropbox rather than your hard drive, you can right click the PDF in Dropbox and select “Share Dropbox Link” and then paste that into a note. This, again, gives you one-click access to the item.

I don’t worry about making Evernote the holding tank for absolutely everything. Sometimes other technologies and services are better suited for the task at hand. But it’s pretty easy to create connections so that Evernote is still your central service. There is another alternative called CloudHQ, which can help you export items, but it is a paid service, and I don’t think the value is there for the price when you can use the method I’ve already described.

To get more answers to questions like these about using Evernote for genealogy I invite you to follow this blog.

Resources:

  • Ultimate Evernote Education abbreviatedEvernote for Genealogy Quick Guides for Windows and Mac will help you begin using Evernote immediately and effectively.
  • Become a Genealogy Gems Premium member to access the Ultimate Evernote Education: a series of videos that take you from beginner to advanced user.
  • Click here to find even more resources for using Evernote for genealogy!

Episode 196

The Genealogy Gems Podcast
Episode 196
with Lisa Louise Cooke

ggp-196

 

In this episode, expert Kate Eakman from Legacy Tree Genealogists joins us with some tips for those starting to trace their Irish ancestors into Ireland. She shares some great websites for Irish research and places to look for that elusive Irish home county;and an exclusive coupon code for anyone who could use some expert help on a tough research problem.

Listen now – click the player below

In this episode, expert Kate Eakman from Legacy Tree Genealogists joins us with some tips for those starting to trace their Irish ancestors into Ireland. She shares some great websites for Irish research and places to look for that elusive Irish home county;and an exclusive coupon code for anyone who could use some expert help on a tough research problem.

Additional episode highlights:

  • Gems listeners respond with strong opinions on sharing gossip about our ancestors;
  • Genealogy Gems Book Club surprises: a past featured author has a new book out?and something different for the new Book Club pick;
  • Mark your calendars and make some plans for big conferences in 2017;
  • Organize your DNA test results and matches to help you get the most out of them, now and in the future.

BOOK CLUB NEWS: NEW FROM NATHAN DYLAN GOODWIN

British author Nathan Dylan Goodwin, featured in the past on the Genealogy Gems Book Club with his novel The Lost Ancestor has a NEW novel out in same forensic genealogy mystery series.

The Spyglass File: Hero Morton Farrier is back, and he’s on the trail of his client’s newly-discovered biological family. That trail leads to the fascinating story of a young woman who provides valuable but secret service during World War II?and who unknowingly became an entry in the mysterious Spyglass File. The connection is still so dangerous that Morton’s going to have bad guys after him again, and he may or may not be kidnapped right before he’s supposed to marry the lovely Juliette. Meanwhile, you’ll find him anguishing over the continuing mystery of his own biological roots?a story that unfolds just a little more in this new book.

MAILBOX: School Records Suggestion

Responding to Genealogy Gems Podcast episode #194:

“For those that have these old school records, consider donating them (even a digitized image) to the school from whence they originated. I shared class photos taken in the 1940s with my parents’ grade schools. The school was so appreciative! I hope another researcher down the road benefits from the pictures as well.” – Laura

MAILBOX: Passing on the Gossip

Blog post with Jennifer’s letter, my response, and several more comments

Here’s a link to a post about the stamp pendant Jennifer sent me

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.

 

INTERVIEW: Kate Eakman and Getting Started in Irish Genealogy

GENEALOGY GEMS EXCLUSIVE OFFER: Go to www.legacytree.com/genealogygems and use coupon code SAVE100 to save $100 on your purchase of research services.

Legacy Tree Genealogist specialist Kate Eakman shares tips about getting started in Irish genealogy. Here are the highlights:

Q: Where would you recommend the hobbyist start their Irish search?

A: Not a lot of Irish records are available online for free. Top sites for Irish records include: FamilySearch.org (click here for their Ireland landing page), National Archives of Ireland, Irishgenealogy.ie and Findmypast.com (click here for their Ireland page).

Q: What does a researcher need to know before crossing the pond?

A: Where the person was born in Ireland. The county. Find out if they were Protestant or Catholic. Click here for an interactive map of Irish counties, including those of Northern Ireland.

Q: Where do you recommend they look for that info in the U.S. crossing the pond?

A: Death records, marriage records, church records (keep an eye on extended family), passenger lists, naturalization papers. Keep an eye out for extended family members who may have come from the same place. Be aware of traditional Irish naming conventions and patterns.

Q: At what point in the Irish research process do hobbyists usually get stuck?

A: Common names regularly recycled, so it can be tough to sort out who is who. Also, a huge fire at the Public Records Office in Dublin in 1922 destroyed the bulk of government records. Click here for a description of what was lost and what surviving fragments are coming soon to Findmypast.com.

Q: How does it work to work with a professional genealogist at Legacy Tree Genealogists?

A: Here’s the process. A manager calls or emails the client to discuss their needs and parameters. They identify the goals and determine what the client already knows. A goal is settled on and then a researcher is assigned to the client. A written report of the research conducted is provided.

GENEALOGY GEMS EXCLUSIVE OFFER: Go to www.legacytree.com/genealogygems and use coupon code SAVE100 to save $100 on your purchase of research services.

The Legacy Tree Discovery package provides for 3.5 hours of preliminary analysis and research recommendations. It’s a great way to get started if you’ve hit a brick wall in your research and could use some expert guidance. Click here to learn more.

This episode is sponsored by MyHeritage.com. 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.

DNA GEM with Your DNA Guide buy bv medication Diahan Southard: Organizing Your DNA

I can tell whose turn it is to unload the dishwasher by the state of the silverware drawer. If either of the boys have done it (ages 13 and 11), the forks are haphazardly in a jumble and the spoon stack has overflowed into the knife section, and the measuring spoons are nowhere to be found. If, on the other hand, it was my daughter (age 8), everything is perfectly in order. Not only are all the forks where they belong, but the small forks and the large forks have been separated into their own piles and the measuring spoons are nestled neatly in size order.

Regardless of the state of your own silverware drawer, it is clear that most of us need some sort of direction when it comes to organizing our DNA test results. Organizing your matches entails more than just lining them up into nice categories like Mom’s side vs. Dad’s side, or known connections vs. unknown connections. Organizing your results involves making a plan for their use. Good organization for your test results can help you reveal or refine your genealogical goals, and help determine your next steps.

The very first step is to download your raw data from your testing company and store it somewhere on your own computer. I have instructions on my website if you need help.

Once that is complete, we can get to the match list. One common situation for those of you who have several generations of ancestors in the United States, you may have some ancestors that seem to have produced a lot of descendants who have caught the DNA testing vision. This can be like your overflowing spoon stack, and it may be obscuring some valuable matches. But identifying and putting all of those known matches in their proper context can help you realize these abundant matches may lead to clues about the descendant lines of your known ancestral couple that you were not aware of. In my Organizing Your DNA Matches quick sheet I outline a process for drawing out the genetic and genealogical relationships of these known connections to better understand their relationship to each other and to you. It is then easier to verify that your genetic connection is aligned with your known genealogical paper trail and spot areas that might need more research.

This same idea of plotting the relationships of your matches to each other can also be employed as you are looking to break down a brick wall in your family tree, or even in cases of adoption. The key to identifying unknowns is determining the relationships of your matches to each other, so you can better see where you might fit in.

Another helpful tool is a trick I learned from our very own Lisa Louise Cooke, and that is Google Earth. Have you ever tried to use Google Earth to help you in your genetic genealogy? Remember that the common ancestor between you and your match has three things that connect you to them: their genetics, surnames, and locations. We know the genetics is working because they are showing up on your match list. But often times you cannot see a shared surname among your matches. However, by plotting their locations in the free Google Earth, kind of like separating the big forks from the little forks, you might be able to recognize a shared location that would identify which line you should investigate for a shared connection.

So, what are you waiting for? Line up those spoons and separate the big forks from the little forks, your organizing efforts may just reveal a family of measuring Spoons, all lined up and waiting to be added to your family history.

 

GENEALOGY GEMS BOOK CLUB: Sarah A. Chrisman

Author spotlight: Sarah A. Chrisman, living icon of the Victorian age.

Sarah and her husband Gabriel live like it’s about 1889. They wear Victorian-style clothing and use a wood-burning stove and antique ice box. Sarah wears a corset day and night Gabriel wears 19th century glasses. No TV, no cell phones?and Sarah isn’t even a licensed driver.

For this Book Club, you can take your pick of Sarah’s books! Which would you like to read?

This Victorian Life: Modern Adventures in Nineteenth-Century Culture, Cooking, Fashion and Technologies, a memoir Sarah’s everyday life. The Book Club interview in December will focus mainly on this book.

Victorian Secrets: What a Corset Taught Me about the Past, the Present and Myself;

True Ladies and Proper Gentlemen: Victorian Etiquette for Modern Day Mothers and Fathers, Husbands and Wives, Boys and Girls, Teachers and Students, and More;

First Wheel in Town: A Victorian Cycling Club Romance. This is from her series of light-hearted historical fiction set in an era she knows well!

In honor of the Book Club theme, Genealogy Gems is going Victorian! From now through the end of the year, you’ll find Victorian-inspired crafts, recipes, décor, fashions and more on our Instagram and Pinterest sites, which of course we’ll link to regularly from the Genealogy Gems website, newsletter, podcast show notes and Facebook page. Nobody does sumptuous holiday traditions quite like the Victorians, and we look forward to celebrating that.

 

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a PDF with instructions on accessing the new free Guild of One-Name databases on FamilySearch.org.

The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.

Receive our FREE Genealogy Gems Newsletter:

Subscribe to the Genealogy Gems newsletter to receive a free weekly e-mail newsletter, with tips, inspiration and money-saving deals.

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Check out this new episode!

 

 

 

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!

 

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“If My Ancestry Subscription Expires, What Happens to My Tree?”

Are you worried about access to your online tree if you let your Ancestry.com subscription lapse? The tree should still be there. But take these steps to be sure your Ancestry family tree remains accessible and secure–along with the records you’ve attached to it.

What happens to my ancestry tree if my ancestry subscription expires?

 

What Happens if Your Ancestry Subscription Expires

Many people start researching their genealogy with an Ancestry subscription. They build their family tree on the web site, adding details about their relatives. 

Then they sift through Ancestry’s billions of historical records and add hundreds or even thousands of new names, dates, relationships and other facts to their family trees. Along the way, they attach records to each ancestor as evidence of what they’ve learned.

All of this adds up to a unique family tree that is precious to your family. 

However, it is very common for the busyness of life to call them away from their genealogy research for a while. This is what happened to Genealogy Gems reader Beverly. She wrote to me, concerned about what will happen to all her hard work on that Ancestry tree:

“I have been a member of Ancestry.com for a long time and have worked on several trees. I love to work on my genealogy but lately have not had time. Can I drop my membership and still retain my trees? I plan to get my membership back at a later day. Right now I am wasting $20 a month.”

Beverly, I hear your pain!

We all go through busy seasons. It’s easy to cringe at the thought of paying for genealogy website subscriptions we aren’t currently using. 

But the idea of losing all our progress on those web sites if we let our subscription lapse is worse. Your Ancestry subscription has not only included your online family tree, but also all of the records that you found and attached to that tree. 

I did a little research along with Sunny Morton, Genealogy Gems Editor and our resident expert on the Genealogy Giants” websites” (Ancestry, FamilySearch, Findmypast and MyHeritage). Here’s what we can tell Beverly and everyone else who is wondering what will happen to their family tree and all that research if their Ancestry account expires:

According to Ancestry, the answer is yes, you can still access your trees with your login credentials after your subscription lapses. The most important thing is that you don’t delete the tree or the account altogether. 

Ancestry continues to host people’s trees because they want our tree data to share with others, and to give people a reason to come back!

But be aware that if you do not renew your Ancestry subscription, your account will revert to a free guest account. (Your user name and password will remain the same.) This means that you will not be able to access most of Ancestry’s historical records, including the ones you’ve already attached to your trees. And I say “trees” because many people have multiple family trees on Ancestry to be concerned about. 

To see the historical genealogy records that you have attached to an ancestor in your online tree, click on a person in your family tree, and then click Profile:

How to find genealogy records attached to a person in your Ancestry tree

How to find genealogy records attached to a person in your Ancestry tree.

You will be taken to their profile page where you will see the genealogical sources you have attached. 

 

If your Ancestry account expires you can't access records attached to your tree.

If your Ancestry account expires you can’t access records attached to your tree.

These are records that you will not be able to access when your subscription expires.

If Your Ancestry Subscription Expires: Tree Preservation Strategy 

If you plan to let your Ancestry.com subscription lapse for a while, but you want to continue to work with your online trees, consider taking these steps:

1. Download a copy of every record.

The first thing to do is download a copy of every record that you’ve attached to your ancestors’ individual files on Ancestry.com.

You can do this by opening the image of the record, clicking on the Save/Saved button at the upper right, and clicking Save to your computer. I suggest doing this even if you don’t foresee letting your subscription go in the near future.

Saving document from Ancestry before subscription expires

Saving a document to your computer from Ancestry before your subscription expires

2. Save each record in an organized way on your computer.

I recommend using a consistent system to organize these, which I explain in the free Family History: Genealogy Made Easy podcast, in episodes 32-33. (Genealogy Gems Premium website members have access to a 2-part video tutorial on organizing their hard drives.)

If you don’t have a consistent way to organize these document images, you’ll soon become overwhelmed with files that all sort of look the same and you won’t be sure what year they are or which ancestors they pertain to without opening each one!

You may be wondering “What about cloud storage options, such as Google Drive or Dropbox?” These type of cloud storage solutions are ok too. However, I recommend using these platforms more as temporary or backup storage or to share with relatives, rather than as your primary storage.

A better alternative would be to invest in cloud-based backup for your home computer. I use Backblaze personally and for my business.

Backblaze lisa louise cooke

3. Download copies of your Ancestry.com trees

Click here for instructions; it’s really easy.

Yes, Ancestry does continue to maintain your trees, but what guarantees do you have?

Data loss does happen even on big websites, and sites change their practices and policies sometimes. If that happens, you could lose all the information you’ve carefully added to your tree.

4. Start using computer software for your “master family tree.”

Don’t just keep your family tree online where you don’t have complete control.

A “master family tree” is your most complete, up-to-date version of your tree (or trees, if you build separate ones for separate family lines).

master family tree

Keeping your master tree on your own computer keeps all your tree data at your fingertips without any subscription required. Having one master file matters even more once you start sharing your tree on other websites or with relatives.

I use RootsMagic, and that is why I happily agreed to them sponsoring my Genealogy Gems Podcast. It works for Mac and the PC.

RootsMagic the Master Genealogist

I like its affordability: there’s a free version you can try for as long as you like, and the full software will cost you the same as about 90 days of access to Ancestry.com.

RootsMagic also has solid relationships with the major genealogy sites: it now syncs with your trees on Ancestry.com and FamilySearch.org, and you can research records on MyHeritage.com and Findmypast.com.

RootsMagic has tons of advanced features to help you create family history charts, books, and reports, and a great user support community online.

Learn More about Ancestry and the Other Genealogy Giants

Keep up with news and changes on the “genealogy giants” websites with our ongoing coverage of Ancestry.com, FamilySearch.org, Findmypast.com, and MyHeritage.com here.

Disclosure: this post recommends carefully-chosen products and services for which we receive compensation. Click here to read my full disclosure statement, and thank you for supporting the free content we provide at Genealogy Gems.

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