Eastern Cherokee Applications for Native American Research

Many American families have a tradition of Native American ancestry. Now, Fold3.com has made access to their Native American records collections free between November 1 and 15th. Here are the step-by-step instructions you need to know to effectively navigate the Eastern Cherokee Applications collection at Fold3.com.

Eastern Cherokee Applications for Native American Research

Original image provided by Boston Public Library via Flickr at https://www.flickr.com/photos/24029425@N06/5755511285.

Our Purpose

Our goal is to open the doors to using all types of available genealogical records, and provide you with the skills to explore them with confidence. Our Genealogy Gems team is excited to share with you the opportunity to utilize the free access to Native American records on Fold3.com. While it can be difficult and confusing to know how to navigate these important records, this post will provide you with information to get you started and to feel a little more comfortable jumping in! Now, let’s get started.

Eastern Cherokee Applications Collection for Native American Research

The Eastern Cherokee tribe sued the United States for funds due them under the treaties of 1835, 1836, and 1845. [1] Applicants, or claimants, were asked to prove they were members of the Eastern Cherokee tribe at the time of the treaties, or descended from its members. [To learn more about the lawsuits and allocations, read “Eastern Cherokee Applications of the U.S. Court of Claims, 1906-1909,” in .pdf form provided by the National Archives and Records Administration.]

The courts ruled in favor of the Eastern Cherokees and the Secretary of the Interior was tasked to identify the persons entitled to distribution of funds. The job of compiling a roll of eligible persons was given to Guion Miller.

It is interesting to note that the funds were to be distributed to “all Eastern and Western Cherokee Indians who were alive on May 28, 1906, who could establish the fact that at the time of the treaties, they were members of the Eastern Cherokee tribe or were descendants of such persons, and that they had not been affiliated with any tribe of Indians other than the Eastern Cherokee or the Cherokee Nation.” [Source: page 4, 3rd paragraph of NARA document Eastern Cherokee Applications of the U.S. Court of Claims, 1906-1909.]

The collection at Fold3 titled “Eastern Cherokee Applications” contains these applications submitted to prove eligibility. [Important: Because this act was about money allocation and individuals filling out these applications would have received money if approved, this may raise the question, “Did our ancestor have a reason to lie or exaggerate the truth so that they might be awarded funds?” Further, the Genealogy Standards produced by the Board for Certification of Genealogists (BCG) reminds us: “Whenever possible, genealogists prefer to reason from information provided by consistently reliable participants, eyewitnesses, and reporters with no bias, potential for gain, or other motivation to distort, invent, omit, or otherwise report incorrect information.” [2] In this case, those filling out the Eastern Cherokee Applications did have potential for gain. So, be sure to take any genealogical data, like names, dates, and places, with a grain of salt and find other documentation to back-up the facts.]

The first step in locating whether your ancestor applied is to check the index. If you are not a member of Fold3.com, you will first need to go to www.fold3.com. Click in the center of the homepage where it says, “Free Access to Native American Records.” Next, on the left you will see “Records from Archives.” Go ahead and click that.

From the list now showing on your screen, choose “Eastern Cherokee Applications.” Then click “learn more” at the bottom right of the collection description.

Eastern Cherokee Applications Learn More

From the new screen, choose “Browse by title.”

Index and applications for Eastern Cherokee Applications

Notice, there are two general indexes. The first choice is for surnames between the letters of A and K, and the second general index is for the letters between L and Z. The index is alphabetical by surname.

Scroll through the digital images of the index and find the surname of your targeted ancestor. For example, my ancestor’s last name is Cole.

You will see the state they were currently living in and a number listed to the left of each name. This number is what you will need to find the application of your ancestor. In the example here on the left, Anderson Cole’s number is 31697. Though the step of using this index could be omitted, I wanted you to know how to use it.

Eastern Cherokee Applications Anderson Cole

Anderson Cole’s name appears on the General Index of the Eastern Cherokee Applications.

Armed with this number as confirmation, let’s go back to the list of options and this order medication online for pain time, choose Applications.

Eastern Cherokee Applications for ancestor

Applications are broken down by the first letter of the surname, so in my case, I would click on the letter C and then from the new options list, click the appropriate indicator until I reach Anderson Cole.

Cole Anderson Eastern Cherokee Application

Anderson’s application is eight pages, however applications vary in size from fewer than eight to several more.

From Fold3.com, you can see each page of the application. Some of the information you may find on the applications include, but is not limited to: name, birth date and location of applicant, names of parents and siblings, name of spouse and marriage date and place, tribe affiliation, Cherokee name, grandparents names, and residences.

The application was sent in to the Commissioner of Indian Affairs and then it was decided whether the applicant was eligible or not.

Lies and Rejection

Rejected Eastern Cherokee Applications

Anderson Cole’s Eastern Cherokee Application was rejected but held genealogical data.

In Anderson Cole’s case, he was rejected. This is found on the very first page of the application. In other words, the commission did not find him able to prove his relationship with known members of the Eastern Cherokee tribe and therefore, he was not given any allotment of money. This rejection neither proves or disproves whether Anderson was of Native American descent. However, it does suggest that something in his lineage was questioned.

Further, when reviewing the information recorded on any genealogy record, we must ask the question, “Did this person have any reason to lie?” When money is on the line, lying is always a possibility. According to further research, it appears Anderson either lied, omitted details, or was seriously mistaken about many names and dates of close family members. Even then, there are some great hints within the pages of his application and I was happy to find it.

Additional Information in the Eastern Cherokee Applications

In addition to an application being filed for our ancestor, if the ancestor had children under the age of 21, they may have also applied in behalf of the child as a Cherokee Minor.

Anderson’s son, W.T. Cole, applied under the same application number as Anderson. I found his application in the last pages of Anderson’s file. This type of record is direct evidence of a parent/child relationship and can be a wonderful substitute when other vital records can not be located. However, direct evidence (which is anything that directly answers a specific question…like ‘who are the parents of W.T. Cole?’) does not have to be true. In this case, just because Anderson says his son is W.T. Cole, doesn’t mean it is absolutely true. We should always find other records or evidence to back up our findings.

How is the Roll of Eastern Cherokees Different from the Eastern Cherokee Applications?

You may have noticed that besides the Eastern Cherokee applications and general index, there is also a record set titled “Roll of Eastern Cherokees.” Another name for this roll is called the Guion Miller Rolls. This is a roll, or list, provided by commissioner Guion Miller of all those who were approved to receive the allocated money. [We will be discussing the Guion Miller Roll Collection from Fold3 in a later blog post. Be sure to sign-up for our free newsletter so you don’t miss it!]

Anderson Cole and his son do not appear on this Roll of Eastern Cherokees. If however, your ancestor does, additional information on this roll could include application number, the names of minor children, ages of all parties, current residence, and a death date.

Eastern Cherokee Rolls

A partial page of the Roll of Eastern Cherokee found online at Fold3.com.

More on Native American Research

Using Native American collections for genealogy research can be challenging. We hope this has helped you to better understand the ins and outs for using the record collections at Fold3. For even more helpful tips, read:

How to Use the Dawes Collections for Native American Research

sign up newsletterStay tuned as we bring you additional instructions for exploring the Guion Miller Roll and Indian Census Rolls at Fold3.com in the days to come. Sign up for our free Genealogy Gems newsletter for our upcoming posts on this important subject.

 

 

 

 

Article References:

[1] “The U.S. Eastern Cherokee or Guion Miller Roll,” article online, FamilySearch Wiki (https://familysearch.org/wiki/en/The_U.S._Eastern_Cherokee_or_Guion_Miller_Roll : accessed 1 Nov 2016).

[2] Genealogy Standards, 50th anniversary edition, published by Board for Certification of Genealogists, 2014, standard 39, page 24.

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!

How to Find and Decipher Ellis Island Passenger Lists

Passenger Lists Records:
Elevenses with Lisa Episode 34

Video & Show Notes
Original air date: 11/19/20

If you’ve ever struggled to find a passenger list or figure out what it’s telling you about your family history, you’re in the right place. In this episode I’ll show you where to look, and how to interpret what you find. Click to watch the video and follow along with the notes below:

A Question About Passenger Lists

Genealogy Gems Premium Member and Elevenses with Lisa viewer Deborah Huber wrote in about some challenges she was having with passenger lists. 

“Hi  Lisa,  I have a few questions about the passenger records I have found for my mother and grandparents.  They are all from Ancestry.com.” Let’s go through Deborah’s questions  step-by-step.

Deborah is looking for the Felberg Family:

  • Otto age 33 (Grandfather) b. 1894
  • Marta age 23 (Grandmother) b. 1904
  • Ruth age 3 (Mother) b. 1924
  • They Sailed March 25, 1927 from Hamburg Germany to New York

“My mother was born in Heinrichshoff on “Stork Day,”  a day celebrating the return of the storks in the spring and welcoming them to their nests on top of the chimneys.”   

Passenger List records to look for:

  • German Passenger list (the outbound record)
  • New York Passenger lists (the incoming record)

Searching for the New York Passenger List

How to search for passenger lists at Ancestry: Search > Immigration & Travel > Search by name and birthdate. If you don’t see both expected passenger lists (ex. Hamburg and New York) check the Card Catalog. Example search: Hamburg passenger or Germany passenger. From the results page you might have the opportunity to click through and see a photo of the ship. You may also find a link to additional passenger lists (in this case, the Hamburg Passenger List).

passenger list results page

Results page for Otto Felberg

Question: “Also, my mother always said that they didn’t go through Ellis Island but did land in NY City.  I think Castle Gardens was already closed in 1927 so I’m trying to figure out where they did land.”
Answer: The record collection title alerts us to what is included in the passenger list collection: New York, Passenger and Crew Lists (including Castle Garden and Ellis Island), 1820-1957

A quick Google search will tell us the dates that Castle Garden was in operation: “From August 3, 1855 to April 18, 1890, Castle Garden was America’s first official immigration center, a pioneering collaboration of New York State and New York City.”

Tip: Search Multiple Sources for Passenger Lists
You may find the quality of the digitized image varies from one genealogy website to the next.

Top Free Resources for searching for Ellis Island passenger lists:

Tip: Finding Passengers When Names are Hard to Read
When names are difficult to read, focus on other information that is easier to spot such as the person’s age. In the Felberg family’s case, Ruth was 3 years old. Looking for a “3” in the age column proved much easier than reading the names.

Identifying the Location Named in a Passenger List

Question: On the screenshot from the Hamburg list is says the destination was “Greenlake”.  Is that a port?  All I could find on the internet about Greenlake is that it is a NY state park.  
Answer: The “Greenlake” mentioned in the indexed passenger list record refers to the final destination, not the port of arrival. Carefully review both original passenger list records.

Tip: Don’t Miss Page 2
Like many genealogical records, passenger lists records may be more than one page. If the index refers to something that you do not see when you click through to the original record, it is a strong indication that there is another page. Always look at the pages before and after any digitized record. In this case, we find Greenlake, WI on page 2!

  • 1820 – 1907: Ship manifests are 1 page in length
  • After 1907: Manifests are 2 pages with additional information provided.

Source: The Statue of Liberty – Ellis Island Foundation, Inc.

Now that we know that Greenlake is Greenlake, Wisconsin, we can run a quick Google search to find the correct name and county: Green Lake, Wisconsin. Then continue your googling to find more historical information such as old maps and postcards. Click “Images” on the results page to quickly review the results.

Here are a few of the resources we found for Green Lake, WI:

 

Deciphering the Passenger List

There is a wealth of information on the Felberg’s passenger list, starting with the name of Otto’s father and the town where he lived: 

Nearest relative listed on a passenger list

Nearest relative listed on a passenger list

 

how to decipher a passenger list form

How to decipher an Ellis Island passenger list form.

Hamburg Passenger Lists

Question: “I can’t read the actual document which is the Hamburg Passenger List.”
Answer: The Hamburg passenger list can be found in the Card Catalog. Card Catalog > Search Title (Hamburg Passenger Lists)
2 results: the passenger lists and the index.

We discovered that not only was the passenger list extremely difficult to read due to the ink copying over the page, but also the link did not go to the correct page. This is where the Index, found through the Card Catalog, because indispensable.

Index: Hamburg Passenger Lists, Handwritten Indexes, 1855-1934

  • 1925-1934 (The Felberg’s arrived in 1927)
  • Band 161 (1927 F-J) (The year of their arrival and “F” for Felberg)
  • F (for Felberg)

Search the Index to locate the page number for the passenger’s record. Then go back to the original record and find the handwritten page number in the upper corner.

Tip: Quickly Navigate the Ancestry Record

Simply press the appropriate key on your computer keyboard to quickly navigate the pages.
“N” = Next page
“P” = Previous page
Visit Elevenses with Lisa Episode 17 for more Ancestry search tips and tricks.

We found the Felberg family on page 117, exactly where the index said they would be. It’s a good idea to search all the passengers for others with the same last name. In this case, Otto’s brother Rudolph Felberg was also on the ship. This aligned with the family lore that Rudolph may have sponsored the family’s move.

Resources:

Premium Member Bonus Downloads (Membership required – learn more here):

Episode 192


Genealogy Gems Podcast

Episode #192

with Lisa Louise Cooke

Genealogy Gems PodcastHighlights from this episode:

  • How to use Animoto, my favorite new tech tool for creating professional-looking slide shows and videos
  • New Genealogy Gems team member Amie Tennant shares insights as she prepares for professional certification
  • A listener shares a favorite genealogy database for finding recent relatives
  • A listener uses DNA to connect adoptive and biological relatives?who were closer than she thought
  • A segment from the Genealogy Gems Book Club interview with author Helen Simonson on The Summer Before the War
  • News from Dropbox and a new initiative to capture the family histories of remote, indigenous populations

 

NEWS: Dropbox Improvement
New on Dropbox: Now when you share Dropbox content with someone, shared links will stay active even if you move or rename the file or folder.

Dropbox file-sharing tip: “If you ever want to unshare something you’ve already sent out (like to remove access to a sensitive document), it’s easy to disable an active link.” Just sign in to dropbox.com. “Click the link icon next to the file or folder, and click ‘remove link’ in the top right corner of the box that appears. You can also remove the link by visiting dropbox.com/links and clicking ‘x’ next to the file or folder.”

How to share folders on Dropbox

 

NEWS: MyHeritage and Tribal Quest

NEWS: New Premium Video

New Premium Video Getting Started with Genetic GenealogyGetting Started in Genetic Genealogy: a new video available to Genealogy Gems Premium website members by Your DNA Guide Diahan Southard

Genealogy Gems Premium website membership: Click here to learn more

Click here to watch a free video preview

 

MAILBOX: Russ Recommends the U.S. Public Records Index

Genealogy Gems MailboxRuss blogs at https://worthy2be.wordpress.com/

Genealogy Gems Podcast episode 181: What to use while waiting for the 1950 census

Russ recommends the “U.S., Public Record Index, 1950-1993, Volume 1 and 2.”

“Volume 1 is far more interesting with more data. A search will return a Name AND Birth date, along with more than one ADDRESS, Zip Code and sometimes phone numbers.”

Ancestry’s description of its online database for Volume 1 says original data comes from public records spanning all 50 states, such as voter registration lists, public record filings, historical residential records and other household database listings.

US Public Records Index

Thoughts about using the U.S. Public Records Index (some of these points come from the FamilySearch wiki):

Not everyone who lived in the U.S. appears in the index, and you’re more likely to find birth information for those born between 1900 and 1990. What you’ll find is primarily where someone lived, and often when they lived there.

It’s rarely possible to positively identify a relative in this index, since there’s limited information and it spans the entire country for up to a half century, and you can’t follow up on the record it comes from because the index doesn’t say where individual records come from. As Russ says, this is a great resource to use in combination with other records. It’s a similar concept to the way you might consult uncited family trees: great hints to go on and follow up with further research into verifiable sources.

When you find more recent listings, you can sometimes find telephone numbers for living distant relatives. The Family History Made Easy podcast has a 2-episode series (episodes 14 and 15) about cold-calling techniques for reaching out to distant relatives you don’t know.

 

MAILBOX: Katie on Cold-calling and Adoption and DNA

Katie blogs her family history adventures at McKinnon Ancestry.

Click here to read a blog post with her story and see more pictures that go with it.

Gem - Katie

 

INTERVIEW: Amie Tennant

Amie Bowser TennantAmie Tennant is the newest member of the Genealogy Gems team. She contributes to the blog at www.genealogygems.com. She is also preparing to become a certified genealogist, which is a professional credential offered by the Board for Certification of Genealogists (BCG).

What have you learned in the process of preparing for certification?

“I think the biggest thing I have learned is the meaning of true exhaustive research. We talk a lot about that in our genealogy standards, but essentially, it is looking EVERYWHERE for EVERYTHING that might shed light on your research question.”

Why do you want to become certified?

I want a way to determine how well I am doing. A measuring stick of sorts.

What is the process like?

The process is the same for everyone. Once you have decided to become certified, you apply to the BCG. They send you a packet of information and you are “on the clock.” The clock is up in one year unless you ask for an extension. The portfolio you create consists of:

  • Signing the Code of Ethics
  • Listing your development activities (like formal coursework or enrichment activities);
  • Transcribe, abstract, create a genealogy research question, analyze the data, and then write the research plan for a document that is supplied to you;
  • Do those same 5 things for a document of your choosing;
  • A research report prepared for another person.
  • A case study with conflicting, indirect or negative evidence;
  • A kinship determination project (a narrative genealogy that covers at least 3 generations)
  • There is a lot of great free content on the BCG website: articles, examples, and skill-building activities.

 

GEM: How to Create Family History Videos Quickly and Easily

Visit our page on how to create family history videos which includes video tutorials and inspirational examples.

 

Genealogy Gems Book ClubBOOK CLUB: Interview excerpt with Helen Simonson,
author of
The Summer Before the War

Helen Simonson

featured book

Get the hardcover

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Beatrice Nash is a bright, cosmopolitan young lady who has grown up traveling the world with her father. Now he’s gone, and she’s landed in the small village of East Sussex, England, where the locals aren’t entirely thrilled about engaging her as a female Latin instructor for their schoolchildren. She spends a summer fighting for her job, meeting a local cast of engaging eccentric characters (both gentry and gypsy) and trying not to fall for handsome Hugh. Then the Great War breaks out.

This novel follows Helen’s popular debut novel, Major Pettigrew’s Last Stand, which became a New York Times bestseller and has been translated into 21 languages. Genealogy Gems Premium website members can join us in June to hear our exclusive and fun interview with Helen Simonson.

 

GENEALOGY GEMS PODCAST PRODUCTION CREDITS:

Lisa Louise Cooke, Host and Producer

Sunny Morton, Contributing Editor

Vienna Thomas, Audio Editor

Additional content by Lacey Cooke, Amie Tennant

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!

Episode 70 – Getting Started Using Evernote for Genealogy

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

evernote for genealogy tutorial

Evernote for Genealogy Video Tutorial

In this video and article Lisa Louise Cooke will discuss:

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

Click here to get started with Evernote.

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

Watch Live: Thursday, September 9, 2021 at 11:00 am CT

(calculate your time zone

Three ways to watch:
1. Video Player (Live) – Watch live 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. 

Episode 70 Show Notes – Coming Sept. 9, 2021

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

Give Evernote a try with our link

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

What is Evernote?

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

Evernote is a:

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

Benefits

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

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

Getting Started with Evernote

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

Features & Costs

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

evernote pricing plans comparison 2021

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

 

Software Home Layout

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

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

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

By default, Home comes with widgets such as:

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

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

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

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

All Notes View – Snippet View:

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

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

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

Notetaking 101

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

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

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

Types of Notes:

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

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

Tagging is the Key to Organization

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

Examples of tags for genealogy:

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

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

Evernote Tasks

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

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

Where is the Trash?

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

Notebooks

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

How to create a new notebook:

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

The Cloud and Synchronization

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

Web Clipping

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

How to clip a screenshot using the computer software:

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

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

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

Using the Browser Web Clipper:

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

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

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

Search and Retrieval

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

Resources

Genealogy Gems Premium Videos including:

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

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