Using Evernote for genealogy will make you a more efficient and effective researcher.
Genealogists all over the world are harnessing the power of Evernote to organize their family history research. This free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.
Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”
Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!
Now you’re ready to use Evernote to collect your research content and source citation information!
Here are 5 ways to add content to Evernote
1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.
2. Drag and Drop: Images, scanned documents and other multimedia content can be dropped right into new or existing notes.
3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.
4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.
5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.
Resources for Success
There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).
FREE YouTube Video Series: Evernote for Genealogy
I’ve posted two videos so far on my free YouTube series:
Genealogy Gems website Premium membershave a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for GenealogyEducation video series. This series includes the following full-length and mini-series classes:
Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!
Do you have Canadian roots? Then Canadiana should be on your list of online resources searched regularly for family history information.
Recently Newswire.ca described Canadiana as “a digital initiative of extraordinary scale,…a joint effort of 25 leading research institutions, libraries and archives working together with the goal of creating Canada’s multi-million page, comprehensive online archive.” Its digital collections chronicle Canada’s past since the 1600s and most of its content is free.
What we especially noticed in a recent peek at this enormous Canadian digital archive:
The Héritage Project. This FREE resource “aims to digitize, preserve and make accessible Canada’s archival materials for Canadians and the world. Héritage is also a pathfinder project to determine the best ways to organize and fund ongoing efforts to make all of Canada’s remaining documentary heritage accessible online.” Their large collection of genealogy materials so far includes immigration records, church records, land records, family histories, voters’ lists and more. Military history, government documents and aboriginal records are also well-represented. Tip: check back often! More is coming, like local and regional newspaper digitization and records of the Canadian Expeditionary Forces.
The Canadiana Discovery Portal. This gateway to digital collections from 40 repositories points to 65 million pages! Sample subjects include Ontario genealogy and War of 1812 campaigns. This portal is also free to use.
Early Canadiana Online, with 5 million images already and expected to grow to 16 million. This part of the website requires a subscription ($10/month or a year for $100) This is “a full-text collection of published documentary material, including monographs, government documents, and specialized or mass-market periodicals from the 16th to 20th centuries. Law, literature, religion, education, women’s history and aboriginal history are particular areas of strength.” The site describes itself as “the most complete set of full-text historical content about Canada, including books, magazines and government documents.” Tip: scroll down on the home page to click the Genealogy and Local History portal, but don’t ignore the rest of the site!
Like this post? Here’s a few more posts you may enjoy:
If more posts like these are what you’re looking for, sign up for our free email newsletter. You’ll get Lisa Louise Cooke’s free Google Research e-book when you do! From our home page, enter your email in the sign-up box.
Show Notes: How to use Google site search to search a website that doesn’t have a good search engine, or doesn’t have one at all. Google’s Site Search will help you find exactly what you need! This tip comes from the hour-long Premium Membership “Elevenses with Lisa” video called 5 Genealogy Search Hacks. Premium Members can download the exclusive cheat sheet PDF on the show notes page.
or to double-check that you found everything at that site.
Essentially, you can use Google Site search as a custom search engine for a specific website.
For example, USGenWebis a free genealogy website that has been around for a long time and has a vast number of pages and content. There isn’t a search box on the home page, but you can click Search & Site Map in the menu. However, you’ll notice that their search engine is powered by a third party called FreeFind which has been around since 1998. Because it’s free and a third party, the search field is definitely not secure. Since that’s the case, you might as well use the largest and most powerful search engine in the world, Google, to search to run your search instead. Google’s site search is the way to do that.
A note about websites like USGenWeb: Make sure that you are searching the correct website.
Notice the URL for the USGenWeb website:https://usgenweb.org/index.html. Click the desired state on the map on the home page. Now, look at the URL again.
Show Notes: WorldCat.org just got a facelift. That means it’s time to revisit this library catalog website and do these 5 important things so you can effectively use it for your genealogy research.
Video Premiere with Live Chat
Show Notes: WorldCat
If you are interested in finding out more about your family history and you want to build out your family tree, you are going to need records and resources. That’s exactly what the WorldCat website provides.
WorldCat.org is a free website that provides access through its card catalog to millions of materials from libraries around the world. You’ll find items such as:
United States Civil War and other military records
Family Bibles, church histories, and records
Publications such as directories, handbooks, and magazines
Birth, marriage, death, wills, and obituary indexes
Microfilmed genealogy and local history collections
Newspapers from around the world
It’s important to keep in mind that not all libraries participate in WorldCat, and they can participate at different levels. Therefore, you’ll find different amounts of information about these different repositories.
The WorldCat website has received a facelift and now sports a new user interface, making it a great time to get reacquainted with this rich resource. Here are five things you should do right now to take advantage of WorldCat:
#1 Sign up for a free account or transfer your existing account.
To use all the features at WorldCat that we will be discussing you’ll need to have a free user account.
To create your WorldCat account, click the Create an Account link and follow the prompts.
If you already have a WorldCat account you will need to transfer it. Click the Sign In link and follow the prompts for transferring. You can transfer your favorited libraries and lists. However, because of the new website, the following data will not be transferred: profile picture, reviews, saved searches, watched lists, interests, and tags.
Transferring can take quite a while. Leave your browser open until it completes. In fact, when I transferred it never showed complete, so after about an hour I refreshed the page and attempted to sign in again. I was prompted to create a new password, which I did, and was then able to access my account and my transferred data did appear.
Sign into your account whenever you visit the site so that you can take advantages of the many features offered, including our next item, Lists.
#2 Create and Search Lists
Lists are a great way to organize the wide range of resources you can find through WorldCat. I like to create lists for surname and subject research.
How to Create a WorldCat List:
After you run a search you will receive a list of results. Click the List (bookmark) icon on any item
Click the List icon
The add Item to List box will appear. In this box you can add the item to an existing list or click the Create List button to create a new list.
Name the list, enter a description and indicate whether it is public or private.
Click the Create button to save the list.
You can find all your lists by clicking on your account icon (upper right corner on desktop) and select My Lists
In addition to creating your own lists, you can search the public lists of other WorldCat users. Click Lists in the menu to browser popular lists. To search for a list by keyword, go to the search bar and select Lists from the drop-down menu, and search by keyword. When you find a helpful list, click the Follow button.
You can have up to 50 lists with up to 500 items.
#3 Discover Libraries
The best way to discover libraries near you is to add your location. Click the Update Location icon just under your account profile icon. Enter your town or zip code and libraries will be prioritized based on their proximity to you. If you’re going on a research trip, try changing the location to the zip code of the place you are traveling to, and then search for libraries and materials.
To browse libraries near you click Libraries in the menu. Add libraries to your list of favorite libraries by clicking the star icon on the library entry.
You can find your list of favorite libraries by going to the account icon and selecting Favorite Libraries.
#4 Use the Advanced Search Feature
The best way to search for items is to use the Advanced Search feature from the beginning. Click the Advanced Search icon to the right of the search box. (See image below)
Click the Advanced Search icon next to the search box
Start your search by selecting the type of thing you want to search from the first drop-down menu. For example, select Keyword and then type a word (such as a surname) in the field next to it. To the right of the field, select what you want done with that keyword, AND, OR, or NOT. This will include, exclude or make the keyword options. Then go to the next line and do the same thing. You can set up to three parameters.
Next add a year range if desired. For example, 1900 to 1950. Then select the type of materials you want in the results by clicking Format. For example, you could leave it on All Formats to receive all types of materials or select just Newspapers.
You can also narrow your search by language. Once you’ve made all your selections, click the Search button.
On the results page you have the option to adjust the filters in the left-hand column.
#5 Search Name Variations
As you search for family surnames, it’s important to understand that it will not automatically search for name variations. Either search for variations in separate searches or use the Advanced Search using the OR or the AND feature. (See example below)
How to search for name variations at WorldCat
More strategies for getting great search results at WorldCat
Search for family names by entering the family name followed by the word “family” (e.g., “Mansfield family”)
Search for specific people by entering the person’s full name (e.g., “Emily Mansfield”)
Search for organizations by entering terms to describe the organization (e.g., “Lutheran”)
Search for geographic locations by placing name in combination with the abbreviated and full state name (e.g., “Union City IN” and “Union City Indiana”)
You can then narrow your search by returning to the main search page and entering more specific search terms such as “Mansfield family bible”.
Include multiple search terms in one search (e.g., “Lutheran” and “Union City IN”)
Final Thoughts on the New WorldCat
Like with any change to a website, the new WorldCat takes a little getting used to, and there are a few bugs that still need to be worked out. However, by doing these 5 things you’ll have access to millions of rich resources that can help you climb your family tree.
(This post contains affiliate links that help support our website.)
Family historians often end up with family heirlooms and documents that need archival storage.
In addition to the items you already have, you may find yourself receiving things from other relatives like family bibles, scrapbooks, and military uniforms.
The task of correctly archiving the family history can definitely get a bit overwhelming. However, with the right tools and supplies you can make a real difference in preserving your family’s treasures for future generations.
Denise May Levenick is the author of The Family Curator blog and writer for Family Tree Magazine and she joins me in episode 81 to share her top ten archival storage solutions for family historians.
Short on time? This week’s video is just 20 minutes and packed with the archival solutions you need. The video premieres on Thursday and features a live chat.
Watch the live premiere of this week’s video and participate in live chat with our Genealogy Gems YouTube channel subscriber family. (Subscribing to our channel is free. Click the red Subscribe button on the video page on our channel.)
1. Video Player (Live) – Watch the video premiere at the appointed time in the video player above. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log 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.
(Please note: This interview transcription has been minimally altered for ease of reading and clarity.)
Lisa: I’d love to talk about the archival supplies we need. Because obviously, to complete a task and do a good job of it, we got to have the right tools. That’s certainly true when it comes to archiving. You’ve got 10 of your top tools that I know that you’ve used as an archivist. What is number one?
1. Archival File Folders
Denise: The first thing has to be archival file folders. They are not terribly expensive. And really, what you want to do is put your item, whatever it is, in the highest quality folder or box or something to protect it right away. But since most of us have pictures and paper, a file folder really is a good place to start.
Lisa: That sounds great because often other family members are giving us things, and we may not have time to deal with it right then and there. It sounds like this would be a very safe place to put it.
Denise: It is. You can purchase them in a box of 50 or 100. If you have a lot of items or just 10 or a dozen folders, it really can scale to suit whatever the size of your archives might be.
We really do need to take that extra step and seek out acid-free, lignin-free archival file folders. The kind you buy at the office supply store are just not the quality you need to preserve your papers and your photos. You can actually cause more damage if you put things in those.
Lisa: Because there’s probably acids in those, right?
Denise: Right, because the regular office supply ones, particularly the kind that are just for regular office use, they have so much acid in them that they can cause your item to deteriorate even more.
Lisa: Okay, so number two I see here is flip-top document case. This sounds like a specialty item. What are we talking about?
2. Flip-Top Document Case
These boxes are so confusing when you’re shopping. The names of these document cases and boxes can be confusing. The one I use looks like a mini file folder box. That’s exactly what it is. Examples of the kinds of things you can store in them include old rolled up documents, military photos, and banquet photos. I have a process to flatten these, but meanwhile I needed to store them.
You can reuse this kind of a box for anything. It doesn’t have to just be file folders. But because it’s designed for file folders, it’s really perfect. It’s even got a little tag to pull it out on the shelf if you need to pull it out. There’s a place to add a label.
It’s about five inches wide. I like this size because when you get those file folders in there, it gets heavy and a lot of people store these up on shelves. They can be heavy to move down. I bought some real wide ones that are seven or eight inches. And man, those things are heavy! So, I recommend smaller ones.
Lisa: I have some items that are definitely odd sizes, or like you said they were originally rolled up and I haven’t flattened them out and decided what to do with them yet. So, this sounds great.
The third item on your list is oversized document or photo box. So, it sounds similar. We often have larger items we’re struggling with, and we don’t want to fold it up.
3. Oversized Document or Photo Box
Denise: No, in fact, you want to unfold the item, and let those folds relax.
The archival suppliers make a box that is large, larger than a shirt box. So it might hold a fully open newspaper. Or they work well for portraits or drawings or maps. They’re typically quite shallow. They won’t be necessarily a clamshell kind of opening like the boxes we just mentioned. It might be a lift off top. But you can use it for anything. And the reason it is shallow is you don’t want to put a lot of weight on the things that are on the bottom.
If you can afford it, buy large file folders that will protect your item, and then you put it in the box.
You should keep things like newspapers separate. You do not want to store newspapers with anything else other than newspapers because they’re so toxic. The newsprint is just full of acid. You want that isolated from everything else.
4. Newspaper Preservation Kit
Lisa: So that must be why number four is the newspaper preservation kit. I didn’t realize that there was one.
Denise: Yes, newsprint is a big offender.
When I visited the New England historic genealogical library in Boston, and I got a tour of their upstairs archives. It was so exciting. I felt like I was you know, in the inner sanctum. I was shown rows and rows of archival boxes. And then just stacks of items people have donated like Bibles and books and family papers. They all had to be processed and organized. The archivists there told me they will not accept donations of newspapers. Because they are so toxic, anything they touch will turn brown. And it just degrades everything around it. So ,you want to be sure to isolate your newspapers if you’re going to keep them.
What they do at the library is photocopy the newspaper onto acid free paper. Or they scan it and then print a copy on acid free paper and get rid of the newsprint.
Lisa: That sounds like a really clever way to deal with that problem. So even if grandma gives you her newspapers, and she’s also got other stuff with it, you don’t want to keep it that way. You need to separate it out.
Denise: If you really want to keep like an obituary because it’s an original paper or something, that would be a good case for encapsulating in between two sheets of archival plastic. You can encapsulate it and then you can put it right back in that Bible because it’s isolated.
Lisa: Alright, so next we have acid free tissue paper. What would you be using this for?
5. Acid Free Tissue Paper
Denise: I love this stuff! I keep a stack of it here at home.
One time my dad gave me a stereograph, you know the thing you hold up and there’s double pictures. He gave me one of those. It was my grandfather’s. It was in of all things an envelopes box. A crummy, terrible box. And it was wrapped in red tissue paper! Have you ever like gotten a drop of water on red tissue paper? It bleeds terribly!
In the box along with the stereo cards were photo cards. And, being my dad, (he’s very strict) it’s “my way or the highway.” So, I couldn’t really tell him anything.
I took the box and he said he wanted it right back. I had some acid free tissue paper, so I just took the red tissue paper out, and cushioned everything in that dumb non-archival box with the acid free tissue paper. I took some pictures of it and looked at the cards, and then I gave it back to him. It was in a lot better shape! So, if you have acid free tissue paper, you are golden when stuff like that happens.
You can also use it to stuff the sleeves of a military uniform or wedding dress. You can wrap a pair of baby shoes in it. You can use it between layers of photographs. It’s just really helpful to have on hand.
Lisa: It sounds like we definitely need a stack of it on hand at all times.
6. Acid Free Flip top Photo and Print Box
Lisa: So now we are onto number 6 and another box designed for an unique purpose.
Denise: These boxes are designed in different sizes and colors. It doesn’t matter what color they are. They’re made out of a heavier board. And actually, this little box will protect your contents against even mild changes in temperature and humidity. It’s a really good protection.
I use one that is five inches by seven inches. It’s designed to hold five by seven photos on edge. Putting them on their edge ensures that there isn’t pressure placed on them by the weight of things on top. These come in all sizes. You can get big ones that are more like a shoe box.
If you have a lot of photos, you can get dividers to use in the box. But this would also be fine. You could even use some acid free tissue and put a pair of baby shoes in there.
Lisa: Oh, yeah, absolutely.
Denise: The thing I like about these boxes is you can write on them, or you can add a label.
I cleaned out my parents homes after they died, if I came across a box like this, this says to me, “oh, there’s something special in there.”
Lisa: Yes. I totally agree with that! As I’m putting stuff together in my office, I’m thinking when I’m gone, I want something that signals to people “Keep this! Don’t toss this! This is important!” You’re kind of dressing it up and letting them give them a signal that this has been already taken care of so it needs to continue to be taken care of.
7. Archival Quality Albums
Well, number seven is archival albums. This one resonates with everybody. I mean, is there anybody who doesn’t have magnetic photo albums from 1970s, where we just struggled with things sticking and you can’t take it apart? I imagine an archival quality album would really help us with photos, negatives, letters and anything flat.
Denise: Right! The albums are designated archival quality. You want to look for a binder that is archival, as well as the inside pages. If you want to scrapbook, then you just want the paper and you would probably use photo corners. You could then write with an archival pen.
Something to be careful about is when you put a binder together. You might want to put it on a bookshelf, which is fine, but the dust can still get in from the top. Light and dust are the real enemy of things that you’re trying to preserve. So, buy a slipcover or keep them in your closet. That’s really the best place for these things because they’re protected from the light and the temperature that way.
Lisa: Good point. So, you’re saying that if you want them in your living room where people can pull them off the shelf and look at them, you will want to lay something over the top of the albums so that dust isn’t settling inside.
Denise: Yes. You know how the top of your books can get dusty!
Lisa: Exactly. I hadn’t thought about that with my photo albums. That’s a really good point.
Sometimes we have still have negatives. I know my husband inherited a lot of negatives from his side of the family. And, you know, we may or may not be ready to make prints out of all of them as soon as we get them, but we want to keep them What do you recommend for that?
8. Negative Preserver
You can use a box that is designed for negatives. It’s shorter.
Typically the 35mm negatives came in a little plastic sleeve, and that is good to use. A lot of times you can get archival supplies at a camera store. They use good quality, and I think they have something called a print file available.
Another option for negatives is binder sleeves. They’re a full page and they have little slots to put the negatives in, and then you put them in a binder that has sort of a clamshell closing. I have several of those and they work pretty well. They protect the edges of the negatives.
9. Archival Slide and Media Boxes
Number 9 takes us into even more kinds of media with Archival Slide and Media Boxes. I know when I got all my VHS tapes digitized, I couldn’t bring myself to throw them away. So you’re saying that if we want to keep different forms and media, there are special boxes for that too?
Denise: Right. There are boxes that are acid free, like the ones I showed you that are sized for media and slides. You can get metal slide boxes that are pretty nice. I would avoid wooden ones. I have a few of those we inherited. But even metal ones I found at the thrift shops. People got rid of their old slide boxes.
The Kodak slide boxes that they came in aren’t bad. Slide carousels just take up a lot of space. Remember those carousels? But you can get them and they make boxes for all kinds of things. You don’t have to only use a box that is labeled a slide storage box. You can put it in something that fits.
Lisa: Good to know.
Denise: They also make them uniquely for the different types of films.
Lisa: Yes, I think I’ve got some home movie on every type of media ever created over the decades which is a good problem to have, but it’s a challenge.
Number 10 reminds me of when you and I first met gosh, probably a dozen years ago at least. And I remember talking to you about quilts. One of your specialties is really your knowledge of dealing with textiles. So often we’re thinking photos and paper but if we’re fortunate we might have a uniform, tablecloth, quilt or other textile. Tell us what this kit can do for us.
Denise: I love these! The archival boxes that I showed earlier are wonderful, but they’re heavy. Just the box itself. Imagine you have a full size bed quilt. You need a big box which is expensive and heavy.
The E flute is a kind of plastic. You’ve probably seen it used as packing material. It’s got little ridges. And it’s kind of translucent plastic stuff. That’s the best description I can think of, but it’s very lightweight. You can order one of these boxes, it comes folded or flat and you kind of assemble it. There are other types too.
Archival quilt storage solution box
I bought one for my quilts. The only trick is because the E Flute is translucent, it won’t keep the light out. I have a beautiful old velvet album quilt, and I have folded that inside a sheet and put that whole thing in the E flute box, and then stored it in a dark. I have a little archive space where I keep that kind of thing.
They make them different sizes and in kits. I really do recommend them.
Lisa: Well, that’s the next thing on my list. I have my husband’s father’s military uniform. Part of what was holding me back in storing it was getting the right kind of box. I was thinking it was going to be one of these really heavy big boxes. So, this sounds like a really nice alternative.
Denise, you’ve given us 10 fantastic archival heirloom solutions. It’s wonderful to hear that they’re available in such a wide variety. Thank you so much, my friend. It’s wonderful to see you and I really appreciate your sharing your knowledge with us.
Denise: Thank you. It’s been nice to talk with you again, Lisa. And hope to see you again sometime soon.