Front Page News! New York Tribune Archive on Flickr

Women of President Taft’s New Official Family at Washington, New York Tribune, March 7, 1909. Cover, illustrated supplement. Library of Congress image, posted at Flickr. Click to visit webpage.

The Library of Congress has a Flickr album that’s front page news–literally! It’s a New York Tribune archive with newspaper covers dating back more than a century.

“This set of cover pages from the New York Tribune illustrated supplements begins with the year 1909,” explains the album. “The pages are derived from the Chronicling America newspaper resource at the Library of Congress. To read the small text letters, just click the persistent URL to reach a zoomable version of the page.”

“Daily newspapers began to feature pictorial sections in the late 1800s when they competed for readers by offering more investigative exposés, illustrations, and cartoons. In the 1890s, William Randolph Hearst and Joseph Pulitzer tapped into new photoengraving techniques to publish halftone photographs, and other newspapers soon adopted the practice. The heavily illustrated supplement sections became the most widely read sections of the papers and provided a great opportunity to attract new customers. The daily life, art, entertainment, politics, and world events displayed in their pages captured the imagination of a curious public.”

How to Find Your Family History in Newspapers

Available at http://genealogygems.com

We don’t often find our ancestors splashed across front-page news. But we can read over their shoulders, as it were, to see what was going on in their world and what others around them thought about these events. Newspaper articles and ads reveal fashions and fads, prices on everyday items, attitudes about social issues and more. Read all about using old newspapers for family history in How to Find Your Family History in Newspapers by Lisa Louise Cooke.

Family History Episode 40: How to Start a Genealogy Blog, Part III: Step by Step

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished July 15, 2014

family history genealogy made easy podcast

Listen to the free in podcast in your favorite podcast app.

 

https://lisalouisecooke.com/familyhistorypodcast/audio/fh40.mp3

Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 40: How to Start a Genealogy Blog, Part III: Step by Step

In the last two episodes you’ve been hearing from experienced genealogy bloggers about family history blogging. I hope it piqued your interest and got you thinking about the possibility of doing it yourself. As we’ve discussed, it’s a great way to share your experiences with other researchers and potentially connect with long lost relatives.

Well in today’s episode I’m going to walk you through setting up your own family history blog step-by-step. By the end of this episode you could have your own family history blog up and running and sharing your enthusiasm about genealogy with the world. How does that sound? Are you willing to give it a try? And even if you’re not looking to start blogging today, listen in and plant the seeds for the future.

From the Mailbox:

A long-time listener wrote in this last week about the recent blogging episodes:

“The Transcript software mentioned by Denise Levenick looks great – I downloaded and installed it this morning. I am giving a brief software demonstration at the Greater Portland Chapter of the Maine Genealogical Society’s 30th Anniversary Celebration tomorrow and I am going to let people know about this product.

Episode 38 and Episode 39 have really got me thinking about starting my own blog. It won’t be easy with my 50 hours plus a week civil engineering job, but your podcasts have motivated me. Thank you!” -Will Haskell, Listener to All Your Podcasts

Transcript software is really cool: download the most recent version for free here. And that’s just one example of the kind of great tech tips that Denise Levenick blogs about at The Family Curator Blog!

Follow-up: when republishing this episode, we were curious about whether Will ever started a blog. He did! It’s very cool! Find Will’s Genealogy Blog at http://wchgenealogyblog.blogspot.com/.

Also, listener Anne-Marie had some questions about how to make progress with her Maw-gee research, specifically how to track down their immigration records. She wrote in again to say that she’s going to follow up on our suggestions and let us know what she finds. But she also had some comments about my interview with genealogy blogger the Footnote Maven (Episode 38):

“I have begun listening to Family History and Genealogy Gem podcasts from the beginning again. When I listened the first time I was so novice that I did not always understand what I was hearing. It’s great to have this audio reference guide.”

How to Start a Genealogy Blog: Step by Step

Now before we get started on created your blog let me just say that there are probably countless websites for setting up blogs and certainly countless ways to go about it. My goal in the approach that I’m going to take is to get you up and running in a short period of time for free. This is a great way to get your feet wet, see if it’s for you, and if you decide to get more elaborate with it later you can always do that.

1. Decide what the purpose of your blog is.

When it comes to a genealogy themed blog there are still lots of options – so here are some ideas:

  • A Research Log
  • A Surname Focus
  • Family Traditions, Family Recipes, Photos
  • Genealogy News
  • Focus on a certain record type
  • Provide beginner education
  • Interviews with relatives
  • History of an ancestor’s home or community
  • Have a general all purpose blog
  • Follow a pattern for each day

And remember the Footnote Maven’s good advice – You can’t be an expert in everything, so don’t even try. To me a good way to stay out of that trap is to stay narrowly focused. If you find yourself having to be an expert in everything you’re blog theme is probably too broad. And of course, be yourself. Do what you do best!

2. Use Blogger (http://www.blogger.com) to create your blog. It’s free, and easy to use.

Blogger is owned by Google so if you already have a Google account than you’re one step ahead of the game. If not that’s the first thing you’ll need to do. Then click “Create Your Blog Now.”

Note: As on any website, the organization and features of Blogger change over time. The following description was current at the time of publication. Use this following descriptions and concepts to guide you through the current version of Blogger.

Name your blog. Of course, the name should reflect what your blog is about, but it’s also good to think of one that is catchy, and one that you can get the URL address for. The URL name you pick has to be something that isn’t already being used, so it might take a few tries.

How to Name Your Blog:

  1. Type in the Title Field
  2. Type the URL you want in the “Blog Address URL” field
  3. click the Check Availability link to see if it is available
  4. Type in the word verification code
  5. Click the CONTINUE button.

3. Select a Design Template:

  1. Scroll through the design templates and pick one you like
  2. Click the select button
  3. Click the CONTINUE button
  4. You’ll get a page that says Your Blog has been created!
  5. Click the orange arrow that says START BLOGGING.

There are a couple of more things we’ll want to do with our blog before we get to the business of actually posting blog articles. First let’s just get familiar with the blog dashboard. This is sort of the “behind the scenes,” an area your readers will never see, but where you will actually do your blogging.

There are 4 tabs along the top: Posting, Settings, Layout and Monetize.

Blog Tune Up: From the Posting Tab….Click the SETTINGS tab. Type up a short description of the blog.

Vocab Word: KEYWORDS

Keywords label your blog so that when readers go searching for a blog to read they will find it. So some good keywords for this new blog that I’m creating would be

  • Genealogy
  • Family history
  • Family tree
  • Blog
  • How to

Keywords can be single words or a short keyword phrase such as “family history” which readers will very likely be searching for. Blogger allows you 500 characters.

The rest of your options on this Basic Settings page are mostly about how your content will be labeled and found on the internet. You can take a look through the options but in most cases you will want to leave them on their default settings. When you’re done just click the SAVE SETTINGS button at the bottom of the page. And for right now you can leave all of the other types of settings as is as well. There are about 9 different categories within the Settings Tab that you can tweak, but the default settings on these are just fine for now.

4. Add at least one gadget. Click the LAYOUT tab. I love working with this area because this is where you get to customize the layout and the types of gizmos and gadgets that are on your blog. We don’t want to overdo it but there are some really good ones you’re not going to want to miss.

Blogger will automatically add a couple of gadgets to the sidebar of your blog. They are:

  • Followers – people who use blogger who subscribe to your blog’s RSS feed.
  • Blog Archive – This gadget automatically archives your older blog posts.
  • About Me – This is just a place where you can tell your readers a little more about yourself and include your email address if you wish.

To see what other types of gadgets you can add just click the Add A Gadget link in top side box. That will bring up a window with lots of choices for you:

  • Search Box
  • Text
  • Photos
  • Slide show
  • Video Bar
  • Polls
  • Lists
  • RSS feed
  • Subscription Links
  • HTML / Javascript

Each one of these is very easy to use and pretty self-explanatory. But I recommend not overloading your blog. Only include, at least to start, the items you really think your readers would get some value from. Otherwise it can just be annoying distraction that gives readers a reason to leave your blog.

How to Add a Picture Gadget to Your Blog:

  1. Cick the plus sign on the right hand side of the page for the PICTURE gadget.
  2. This will bring up a page call CONFIGURE IMAGE.
  3. Give the image a title
  4. Type a Caption
  5. Link to an image on the web OR upload from your computer hard drive.
  6. (To upload from your computer make sure the “From your computer” button is selected and then just click the BROWSE button. Navigate your way to the location of the photo on your computer’s hard drive and select it.) Once the image appears that means it has been successfully uploaded to Blogger.
  7. (If you want to link this image to another website, then you will want to type in the address in the LINK field.)
  8. Click the orange SAVE button and we’re done.
  9. Now you will be back at your dashboard in the Layout mode. You will see that the top box on the side is now labeled as the title you gave your image.
  10. Click the blue PREVIEW button at the top and a preview window will open showing how your blog currently looks and it will include the image you just uploaded.

5. Rearrange Your Gadgets on Your Blog. Hover your mouse over the gadget and your cursor will turn into a cross with arrows. Click and grab the gadget and drag it where you want it and drop it in place. Click the PREVIEW button to see how that looks.

Genealogy Blogging Summary

We’ve made a lot of progress on our blog in a very short amount of time. Take some time this week to take the steps we took in this episode:

  1. Decide on the theme or focus on of your blog
  2. Get a Google Account and create your Blogger blog account with your chosen name and secure the URL address to go with it.
  3. Pick your design template
  4. Add at least one gadget from the choices provided
  5. And move the gadgets you have so far around until they are in the order you want.

Next week we will finish up this family history blogging lesson with adding a few more gadgets and details, doing a bit of pre-planning for our blog posts, publishing your first article, and then talking about how your readers will subscribe to your blog.

Finally, here’s a link to genealogy expert (and blogging guru) Amy Coffin’s blog post, “Another Jones Surprise or Why Genealogists Should Blog.” Next week’s episode will include handouts on Amy’s great ideas for up to a year’s worth of genealogy blog posts by societies or individuals—you won’t want to miss that!

Genealogy Gems Podcast Episode 199

The Genealogy Gems Podcast
Episode 199
with Lisa Louise Cooke

Click the player below to listen:

In this episode, Lisa celebrates Canada’s 150th anniversary with Claire Banton from Library and Archives Canada. You’ll also hear how Lisa will be marking another anniversary in 2017: the 10th year of this Genealogy Gems podcast.

More episode highlights:

  • An inspiring follow-up email from Gay, whose YouTube discovery Lisa shared in episode 198, and a great conference tip from Barbara just in time for RootsTech.
  • Genealogy Gems Book Club Guru Sunny Morton announces the new Book Club title.
  • Your DNA Guide Diahan Southard shares thoughts about DNA testing with kids.

JOIN THE CELEBRATION! 10th ANNIVERSARY AND 200th EPISODE

 

You’re invited to send in well-wishes and win a chance at a prize!

Email Lisa by January 31, 2017 at genealogygemspodcast @ gmail.com OR call her voicemail line at 925-272-4021.

Share your first name and where you live.

Share a memory of listening to this podcast, such as: When did you start listening? What’s one of your favorite things you’ve learned from this show?

Lisa will randomly select one response to receive a free year of Genealogy Gems Premium membership. Thanks for helping all of us here at Genealogy Gems celebrate 10 years of doing something we love!

 

NEWS: ROOTSTECH 2017

RootsTech will be held on February 8-11, 2017 in Salt Lake City, UT: learn more and register.

Genealogy Gems events at RootsTech

Lisa will be live-streaming FREE sessions the marked session via the free Periscope app. Get it in Apple’s App Store or Google Play. Sign up for a free account and follow Lisa Louise Cooke to tune in. Sign up for notifications in Periscope, and your phone will “ping” whenever Lisa starts streaming! Broadcasts stay in the Periscope app for 24 hours. Like and follow the Genealogy Gems Facebook page to hear about more streaming sessions!

Rootstech Booth #1039 Schedule Free Classes

NEWS: FAMICITY KICK-STARTER

Famicity is a free, private website for families to share pictures, videos, memories, family activities and the family tree. The company has been very successful in France where it was launched, and the founder is working to bring the new English platform to the United States. He’s launched a Kickstarter campaign to support their U.S. launch. Click here to support it.

 

BONUS CONTENT FOR GENEALOGY GEMS APP USERS
If you’re listening through the Genealogy Gems app, your bonus content for this episode is a tutorial on Feedly, an easy way to consume just the online content you want. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search WebHints on FamilySearch.org, Findmypast.com and MyHeritage.com. Soon RootsMagic will also be able to search records and even sync your tree with Ancestry.com, too.

 

 

 

 

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.

 

MAILBOX: YOUTUBE DISCOVERY FOLLOW-UP

Remember the YouTube success story from Genealogy Gems Podcast episode 198? Gay as a young woman attended a dedication ceremony for the saline water treatment in Freeport, Texas?and with Lisa’s tips she found video footage on YouTube.

 

Gay wrote back to send us more about that, including this page from her diary that day and this news clipping. Check out the news clipping to see why that plant was so important, Pres. John F. Kennedy gave the dedication speech. (See what newspapers can tell you?!)

Find your own family history on YouTube. Click here to learn how or read an entire chapter on YouTube in Lisa Louise Cooke’s book, The Genealogist’s Google Toolbox, 2nd revised edition.

Click here to learn how to turn family stories and artifacts like these into videos to share with relatives.

Learn to find articles such as this one that can put your family’s story in context?locally and even nationally. Read How to Find Your Family History in Newspapers by Lisa Louise Cooke.

 

INTERVIEW: CLAIRE BANTON, LIBRARY AND ARCHIVES CANADA (LAC)

Claire Banton obtained her Masters of Library and Information Studies degree in 2006. She has worked in Reference Services at LAC for 10 years, where she has enjoyed learning something new every day. She is currently Chief, Orientation Services, where she works with an awesome team who help people search for information. She loves being an information detective and helping people overcome their research challenges.

Claire’s tips for genealogy research with LAC:

LAC is very different from the average library. It is both a national library (search the library catalog here) and a a national archive (search the archival catalog here). You don’t have to have an account to search.

Start with the LAC website (genealogy resources page) whether you are visiting in person or not. There are loads of free databases and some unindexed digitized records. The Topics page will tell you what they do and don’t have.

There was no border control from the US to Canada prior to 1908, so there are no Canadian records of earlier crossings. [Tip: see border crossings to the US, 1895-1956 at FamilySearch.org and Ancestry.com.]

Call LAC directly for quick answers. Schedule a Skype call with a genealogy expert to get more in-depth answers: provide background information ahead of time.

Click here to explore (and join) Canada’s 150th birthday celebration.

 

GENEALOGY GEMS BOOK CLUB

The Truth According to Us by internationally best-selling author Annie Barrows (co-author, The Guernsey Literary and Potato Peel Pie Society and author, Ivy and Bean, children’s book series)

It’s the summer of 1938, and wealthy young socialite Miss Layla Beck is now on the dole as a WPA worker, assigned to write a history of the small town of Macedonia, West Virginia. As she starts asking questions about the town’s past, she is drawn into the secrets of the family she’s staying with?and drawn to a certain handsome member of that family. She and two of those family members take turns narrating the story from different points of view, exploring the theme that historical truth, like beauty, is often in the eye of the beholder.

Click here to read an introduction to using WPA records for genealogy.

Click here to see more Genealogy Gems Book Club selections and how you can listen to Lisa’s upcoming exclusive conversation with author Annie Barrows about The Truth According to Us.

 

DNA WITH DIAHAN: DNA TESTING FOR KIDS?!

I was talking with a fellow mom the other day about all the demands that are placed on kids’ time today. They have school and homework, many have after school sports and clubs, religious meetings, some have jobs or at least chores at home, not to mention all the time required to text, check social media, and hang out with friends. As parents and grandparents, we want our children to spend time on things that matter, things that will prepare them for their future lives and mold them into their future selves.

According to a 2010 study out of Emory University, if we want to encourage kids toward an activity that will positively impact them, we should steer them toward family history. The researchers reported that “children who know stories about relatives who came before them show higher levels of emotional well-being.”

Now, I know I don’t need to convince you of this. You are already sold on genealogy. But I share this in the hope that it will push you over the edge and this will erase any hesitancy you have about sharing this love with your children and grandchildren.

Now, since you know this is me, the genetic genealogist talking, you can probably guess what I’ll suggest for getting kids interested in family history. DNA testing is a great way to personally and physically involve them. First of all, there is the tangible process of taking the sample at home, and the marvel at how such a simple act can produce the amazing display of our ethnicity results.

Since each of us is unique, it will be fun for them to compare with you and other relatives to see who got what bit of where. This will naturally lead to questions about which ancestor provided that bit of Italian or Irish, and wham! You’ll be right there to tell them about how their 5th great grandfather crossed the ocean with only the clothes on his back, determined to make a new start in a new land.

If there are parts of the ethnicity report that you can’t explain, use that as a hook to encourage them to start digging and to find out why you have that smattering of eastern European or south east Asian. Taking them for a tour of the DNA match page you can show them how they share 50% of their DNA with their sister (whether they like it or not!) and how they share 25% with you, their grandparent!

DNA test results give kids a totally unique look at their personal identity with technology that is cutting edge. Looking at their DNA test results can turn into a math lesson, a science lesson, a geography lesson, a lesson on heredity or biology, a discussion on identity?wherever you want to go with it! DNA is the perfect introduction to the wonders that genealogy can hold, especially for children who are so good at wondering.

Click here to learn more about Diahan’s series of how-to videos, available to Gems fans for a special price. Or start your DNA journey with the guide that will help you get started with kids’ genetic genealogy:

Autosomal DNA for the Genealogist

 

PROFILE AMERICA: ELLIS ISLAND

Click here to watch the official, award-winning documentary shown at Ellis Island free online at YouTube.

 

PRODUCTION CREDITSGenealogy Gems Newsletter Sign Up

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Amie Tennant, Content Contributor

Diahan Southard, Your DNA Guide, Content Contributor

Lacey Cooke, Service Manager

Vienna Thomas, Associate Producer


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!

15 Freebies for Genealogy

A ton of genealogy and family history research can be done for free. In this episode I’ll share 15 fabulous free websites and what I love about them. These are essential for everyone serious about saving money while climbing their family tree.

(Get your ad-free Show Notes Cheat Sheet at the bottom of this page in the Resources section.)

download

LISA’S SHOW NOTES: Get your ad-free downloadable handout in the Resources section at the bottom of this page.

Episode 77 Show Notes 

1. Genealogy records – Familysearch

Website: https://www.familysearch.org/en/

Features:

  • Free account
  • Download and print
  • Historical records
  • Digitized Books
  • Browse Images
  • Trees

2. Books, Magazines & Newspapers – Google Books

Website: https://books.google.com

Features:

  • 10 million free digitized book
  • Google’s newspaper collection
  • Magazines
  • Catalogs
  • Almanacs
  • City directories
  • County histories
  • Court records
  • Government reports…

Tip: Use the Tools button on the results page to reveal the filter menu. Filter your results down to just full digitized and searchable books by selecting Full View.

Learn more: Elevenses with Lisa episode 30.

3. Records – Find free records at Ancestry

Website: tinyurl.com/lisaancestryfree (affiliate link)

Features:

  • Use the link to zero in on only free records
  • All types of genealogical records!
  • Use fields to search just the free records and free indexes.
  • Free Trial available

Learn more: Elevenses with Lisa episode 17.

4. Burial Records – Find a Grave

Website: https://www.findagrave.com

Features:

  • over 170 million burial records.
  • birth, death, and burial information
  • many submissions include additional biographical details (possibly an obituary) and information about spouses, children and parents.  

Search Tips:

  • Name fields: 
    ? replaces one letter. 
  • * represents zero to many letters. g. Lars?n or Wil*
  • Search for an exact birth/death year or select a range, before or after.

Select “More search options” to:

  • Search for a memorial or contributor by ID.
  • Include the name of a spouse, parent, child or sibling in your search.
  • Use partial name search or similar name spellings to catch alternate spellings or broaden your search.
  • Narrow your results to famous, Non-Cemetery Burials, memorials with or without grave photos and more.

 5. Free downloadable worksheets – Family Tree Magazine

Website: https://www.familytreemagazine.com/FREEFORMS/

Features:

  • 5 Generation Ancestor Chart
  • Family Group Sheets
  • Ancestor Research Worksheet
  • Records Checklists
  • Family Relationship Chart
  • Online Search Tracker
  • Ancestor Surname Variant Chart
  • Oral History Interview Worksheet
  • S. Census Checklist
  • Genealogy Source Documentation Guide

6. Resources & Information – US Gen Web

Website: https://usgenweb.org/

Features:

  • Free, volunteer organization for 25 years
  • Organized by State then Organized by County
  • Free guidance from experienced researchers in that area
  • Links to free records

7. Resources & Information – FamilySearch Wiki

Website: https://www.familysearch.org/wiki

Features:

  • Organized by country, state, county…
  • Provides an overview
  • Directs you to where known records are located
  • Alerts you to pitfalls and tips from experts at the FHL

Learn more: Elevenses with Lisa episode 64.

8. Passenger Lists – Ellis island Website

Website: https://heritage.statueofliberty.org/passenger

Features:

  • Passenger lists images & transcriptions
  • Photos of Ships

Search by:

  • name
  • the Wizard
  • One page form

Snagit Clipping Tool: Here’s our link for purchasing your copy of Snagit (screen clipping tool) Thank you for using our link.  Use coupon code GENEALOGY15 to get 15% off.  (We will be compensated at no additional cost to you, which makes the free Elevenses with Lisa show and notes possible.)

Learn more: Elevenses with Lisa episode 34.

9. Books, Images, Videos – Internet Archive

Website: https://archive.org

Features:

  • Old webpages
  • Books
  • Images
  • Records
  • Audio Recordings
  • Storage
  • Videos

Learn more: Elevenses with Lisa episode 43.

10. Photo Identification – Dead Fred photos

Website: https://deadfred.com

Features:

  • A place to post photos for potential identification
  • Reunite orphaned photos with families
  • Find old family photos

11. Military Records – Soldiers and Sailors

Website: https://www.nps.gov/civilwar/soldiers-and-sailors-database.htm

“Cooperative effort between the National Park Service and several public and private partners whose goal is to increase Americans’ understanding of this decisive era in American history by making information about it widely accessible.

free website for military

11. Soldiers and Sailors Database

Features:

  • Men who served in the Union and Confederate armies during the Civil War.
  • Histories of Union and Confederate regiments.
  • Links to descriptions of significant battles.
  • Selected lists of prisoner-of-war records and cemetery records.

Learn more: Genealogy Gems Podcast episode 149.

12. Postcards & Newspapers – Old Fulton Postcards

Website: https://fultonhistory.com/

Features:

  • Started as New York post cards
  • Expanded into newspapers
  • Now boasts “Search over 41,433,000 Historical
    Newspaper Pages from the USA & Canada” 

Tips:

  • Take the time to visit the Help & FAQ section
  • Visit the Old Fulton New York Post Cards page at the FamilySearch Wiki.

13. Newspapers – Chronicling America

Website: https://chroniclingamerica.loc.gov

Features:

  • Newspaper Directory (1690-present)
free newspaper website

13. Chronicling America: the Newspaper Directory

  • Digitized Newspapers (1777-1963)
  • Image search with Newspaper Navigator

Learn more: Elevenses with Lisa episode 26.

14. Land Records – BLM GLO

Website: https://glorecords.blm.gov

Features:

  • Land Patents
  • Land Surveys
  • Legal Land Descriptions

Learn more: Elevenses with Lisa episode 67

15. Video – YouTube

Website: https://www.youtube.com

Features:

  • Home Movies
    (search by surname,
    “old home movie”, locations)
  • Old Newsreels
  • Local TV station coverage
  • Documentaries

Learn more: Elevenses with Lisa episode 58.

Resources

Questions and Comments

Please leave your questions and comments below. 

Episode 70 – Getting Started Using Evernote for Genealogy

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

evernote for genealogy tutorial

Evernote for Genealogy Video Tutorial

In this video and article Lisa Louise Cooke will discuss:

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

Click here to get started with Evernote.

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

 

Show Notes 

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

Give Evernote a try with our link

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

What is Evernote?

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

Evernote is a:

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

Benefits

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

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

Getting Started with Evernote

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

Features & Costs

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

evernote pricing plans comparison 2021

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

 

Software Home Layout

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

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

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

By default, Home comes with widgets such as:

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

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

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

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

All Notes View – Snippet View:

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

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

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

Notetaking 101

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

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

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

Types of Notes:

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

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

Tagging is the Key to Organization

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

Examples of tags for genealogy:

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

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

Evernote Tasks

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

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

Where is the Trash?

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

Notebooks

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

How to create a new notebook:

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

The Cloud and Synchronization

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

Web Clipping

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

How to clip a screenshot using the computer software:

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

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

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

Using the Browser Web Clipper:

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

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

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

Search and Retrieval

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

Resources

Genealogy Gems Premium Videos including:

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

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

 

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