(UPDATED May 22, 2020.) Is your head swirling with questions such as Evernote vs. OneNote? Or are you wondering about free vs. paid accounts? These are common questions and I have some uncommon, but very effective, solutions for you! Here’s an email I received recently from a Genealogy Gems Premium member on just these questions and the solutions I dished up to answer them.
Sherri’s Dilemma and Questions
Sherri wrote in with a question I frequently receive:
“I have been a very satisfied Genealogy Gems Premium member for a few years now. Given the recent limitations on the free version of Evernote only to be used on two devices, how does OneNote compare to Evernote?
I use Evernote on my desktop PC, my laptop, my iPad, and my iPhone. Now, I have to choose which two devices to use it on (to stay with the free version.)
Sometimes I use my laptop and sometimes I use my iPad when I am out. Other times, I might be somewhere unexpectedly and only have my iPhone with me. And of course, most of my computing is done at home on my desktop PC so I must have it loaded there. What a dilemma!
Since I am on a limited fixed income, I can’t afford to pay to add devices for my notes. Luckily for me, I have only begun to get “addicted” to using Evernote and only have 224 notes so far. If I need to transfer to another application, it would be much easier to do it now rather than later.”
A short while later I received this follow up email from Sherri:
“Hi, Lisa. Me again.
I do listen to you, but sometimes I panic and scream for help before calming down and remembering your advice. LOL
I took your advice and searched YouTube for “Onenote vs Evernote.” I found a couple of very good videos by dottotech. His comparison videos are “Evernote vs OneNote – 5 Key Differences” and “Evernote vs OneNote Follow Up Q&A – ADT 28.” I was hoping he would compare the free version of Evernote with the free version of OneNote. He made a big deal out of the searching capabilities of Evernote over OneNote, but the new basic Evernote doesn’t search text in PDFs or in Office docs (per Evernote’s feature comparison). Also, you really have to rely on having really good tags [to find what you are looking for.]
The new Basic plan only OCRs text in images. That being the case, it seems the searching on text capabilities are better in OneNote, but the tag feature in Evernote makes it more robust. Too bad OnNote doesn’t have tags or keywords or something to categorize the notes. It does, however, have the ability for more notebooks and sub-notebooks than Evernote does and lets you organize like you would paper. That would be an attractive feature for many.
He did give me a good idea in his video. He suggested we keep the Evernote app on our mobile devices and use Evernote in the browser on our PCs and laptops. That just might work for me, but I don’t like Evernote’s user interface on the browser. I don’t know if I can work with it that way.
My biggest concern with OneNote, however, is that it uses OneDrive for the cloud syncing part. I received an email from Microsoft that on August 10 [2016], my free OneDrive storage will be reduced from 30 GB to 5 GB!
I spent a lot of time reducing my used storage to 4.4 GB. The biggest thing I use it for is to store the media files that my RootsMagic file links to so that I will have them available from my laptop or iPad. I also keep my RootsMagic family file in Dropbox so that the RM app will always have the most current data, rather than having to remember to copy it to Dropbox after each use.”
Evernote vs. OneNote
I totally feel your pain and understand your dilemma. In the last decade of tech in particular, the “freemium” model has been used by many online services (websites and apps). The intent is to get folks to try their service, and hopefully love it, so they will want to pay for richer features. After several years, the pressure is on to pay back investors and sometimes just simply stay afloat. It is then that the right to change the terms gets invoked. You cited two great examples: Evernote and OneDrive.
As a small business owner myself, I can appreciate the need to stay afloat so that you can continue to provide quality services to people who need them. That’s why, with my top favorites in tech, I take the plunge and pay for the upgrade in service if I possibly can. I figure that I’m helping them to keep doing what they are doing and I will reap the benefits. But, we all have our economic limits and sometimes we have to get more creative in order to continue using the services.
One of the first things to consider when choosing between Evernote and OneNote is each company’s focus. Evernote is in the business of cloud note-taking. It’s all they do, and all of their resources are invested in the Evernote product. By comparison, OneNote is just one small program under the massive Microsoft umbrella. Cloud note-taking is not their core business. So on the score of company focus, Evernote comes out ahead.
The next thing to consider is whether or not your are a very heavy user of Microsoft products such as Word, Excel, and other programs. If you use these heavily in your research and work, then you might want to go with OneNote since it is built to coordinate with those products. If not, then again Evernote would be my choice, particularly if I already had my notes in Evernote. The good news is that in everyday use, you typically can’t go wrong with either.
You touched on something that differentiates Evernote from OneNote. Evernote limits how much you can upload each month (free=60MB, Premium=10GB), but there is unlimited storage. OneNote is connected to OneDrive with a free limit of 5GB total storage. Currently, you can get 50GB for around $2/month. (Of course plans can change, so check their websites for the most current pricing and limits.) I believe it may also be possible to connect OneNote to another storage service if you so desire. So, the way that you create notes could help you with the decision. A heavy note-taker would probably be better off with Evernote Premium with tons of monthly uploads and no storage limits. However, a lighter note-taker would probably save money with OneNote and the free storage of OneDrive. Check the current storage offering by Microsoft and OneNote here.
Free vs. Paid
If after careful consideration you decide to throw all your notes into the Evernote basket, then there is a decision to make: free vs. paid, and if paid, which plan? I bit the bullet and bought the Premium service which falls price-wise between free and Business. I want Evernote to stay around and considering how important my genealogy research notes and all the other notes in my life are, $7.99 a month seems like a bargain. With the Premium service, you get unlimited devices and your monthly upload soars from 60 MB to 10 GB. You just bought yourself a lot less stress and a lot more freedom to research genealogy.
If you feel it’s in your best interest to stay with the free version of Evernote, then I’ve got some creative solutions for you:
Creative Solution #1:
I suggest in my lectures that you can use your two allowed devices for those you use most often. For me, that would be my desktop computer and my phone. For you, it may be your phone and your laptop.
Remember, you can always use the website app at www.evernote.com in any web browser, both on a computer or mobile device, to access your notes. It does not count toward your device allowance. Like you, I prefer the desktop software and app over the website version, but it does do the job.
We’ve got you covered on Evernote for Genealogy
Creative Solution #2:
If you have a tablet and a phone you may be tempted to make them your two free devices and then use the web version of Evernote on your home computer. However, while you may carry your tablet with you much of the time, you probably always carry your phone with you. With a two device limit, having both of your mobile devices be the primary devices using the app is pretty redundant and unnecessary. Instead, consider having your phone (which you always carry,) and your home computer or laptop (which you likely use a lot) be your primary devices.
Click the Get Started button and follow the instructions.
Leave your computer one and connected to the internet. It’s OK if your computer goes to sleep when you’re not using it. When you remotely access it, it will “wake up.”
After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
Connect the app to your home computer following the Chrome Remote Desktop instructions. (Your tablet will need to be connected to the internet for it to work.)
Now when you want to use the Evernote software on your home computer, you can gain remote access to it on your tablet using Chrome Remote Desktop. You’ll be able to do everything you want to do on the Evernote software from your tablet. You will also be able to access all of those notes later on your phone or through your tablet’s browser with evernote.com.
This handy solution is going to solve your challenge with the size of RootsMagic genealogy database files. Since you can now access your computer remotely with your tablet, there’s no reason to keep the file on OneDrive! (But please do be sure that your computer is backed up! I recommend and use Backblaze. Click here for more info on that.) You can now work directly on your RootsMagic software even from your tablet or smartphone. Isn’t technology fabulous?
I hope these ideas help you make the decision that is right for you and right for your family history. My personal goal, and our goal here at Genealogy Gems, is to help you succeed in the pursuit of your family history!
Are you ready for the release of the 1950 census from the National Archives? Lisa Louise Cooke covers how to prepare and everything you need to know to get the most out of this important genealogy record collection being released by the National Archives on April 1, 2022. Before you start searching for your family, familiarize ourselves with this important records collection and start preparing for success.
This episode brings you the audio from Elevenses with Lisa episode 51 PLUS important updates. You will learn:
the interesting and little known stories behind the 1950 census,
what it can reveal about your family, (and who you will NOT find!)
the important documents associated with it that you can access right now!
The status of the Infant Cards.
What you can expect when it comes to indexing the collection.
Thanks to our sponsor: Get 20% off Newspapers.com. Click here and use coupon code genealogygems
Listen to Genealogy Gems Podcast Episode 260
Watch the Original Video
This audio comes from my series Elevenses with Lisa. You can watch the video interview at the Elevenses with Lisaepisode 51 show notes page.
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
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Do you have a ton of DNA matches and you’re not sure what to do with them? How do you keep track of all those matches? Would you like to know which matches to focus on? In this audio podcast episode Sara Allen of the Genealogy Center at the Allen County Public Library joins me to share strategies that help answer these questions.
Listen to Genealogy Gems Podcast Episode 258
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Watch the Original Video
This audio comes from my YouTube video series Elevenses with Lisaepisode 44. You can watch the video interview at the Elevenses with Lisaepisode 44 show notes page.
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Genealogy Gems Premium Members Exclusive Download:
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
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SHOW NOTES: In our first segment, Lisa Louise Cooke and her guest Jenny Ashcraft from Newspapers.com discuss how to use newspapers to fill in the missing stories in your ancestors’ lives. Jenny shares strategic tips on finding unique information many researchers miss.
In the second segment of this episode, Shannon Combs-Bennett, the author of the article A Genealogist’s Guide to Finding and Using Historical Obituaries published in Family Tree Magazine, covers everything you need to know about obituaries including:
the important backstory on obituaries,
what obituaries can tell you about your ancestors,
where you can find obituaries, both online and offline,
and strategies you can use when obituaries aren’t where you expected to find them.
Listen to the Podcast Episode
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Show Notes and Videos
Watch the video version and read the show notes articles for these interviews:
Click to learn more about Genealogy Gems Premium Membership.
Genealogy Gems Podcast App
Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here.
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Family History: Genealogy Made Easy Podcast with Lisa Louise Cooke Republished June 18, 2014
Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
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 36: Your Genealogy Questions Answered, Part 1
Today’s show is all about YOU! This episode is made up completely of your emailed questions, comments and stories. I couldn’t do this podcast without you, and I definitely want it to be a two way conversation. Joining me on today’s episode to read your emails is my daughter, Lacey Cooke.
Question: When do I use the GPS (genealogical proof standard) method? How do I know whether what I’ve found meets the genealogy research standard? Do I need a research report for every ancestor? When do I use the research worksheet? – Jenna in Kansas City
Answer: First, put priority on your direct ancestors. I write up research reports on each direct ancestor, but only after I’ve done the bulk of the research on them. Use the research worksheet when you have conflicting or unclear information that needs to be worked over a little more thoroughly. Learn more about navigating your research with the genealogical proof standard in the Family History Made Easy Podcast, Episode 20 andEpisode 23.
Question: I need help finding a newspaper article on the killing of my great-great grandfather Thomas Leonard Frazier that originally appeared in The Deseret News in Salt Lake City, Utah. I didn’t cite the source when I first found it! – Kent Frazier
Answer: I found the article you’re looking for at GenealogyBank.com. Online newspapers are scattered all over the internet. I started at GenealogyBank because they have a lot and I have a subscription. If you have trouble finding newspaper article, review the episodes below. You may also want to try regional and state archives, public libraries, genealogical and historical societies and large genealogy or university libraries.
Comment: I just listened to Family History Podcast Episode 33 about hard buy medicine online gurgaon drive file organization, including organizing photos files, and I just listened to Genealogy Gems Podcast Episode 18 (not currently available online) on how to identify old photos by the cars that appear in them. My sister recently sent me a batch of old family photos, including one with the van in which I learned to drive. I decided to organize them according to your suggestions and it’s worked really well. I have one more suggestion: add a caption to each photo’s metadata. It’s like writing about the photo on the back of it.
To add a caption in Windows, right-click on the file, then click Properties. On a Mac, click on the File icon and then in the Finder menu, click on Get Info. I’m using Windows Vista, so this comes up with a window that has three tabs on it: General, Security and Details. Go to the Details tab and click to the right of the fields that are listed there to enable editing. On my computer, there are fields for Title, Subject, Tags and Comments as well as Authors, Date Taken and Date Acquired. There are a number of other fields that can be edited on this screen that have to do with the photographic equipment that was used, so scanned photos from your grandparents’ Kodak Brownie cameras can be updated too. The fields that I fill in are Subject, Tags and where known, the Authors and Date Taken. The Tags field can be very useful for the computer’s search function. If these fields are not available from the operating system itself, most modern photo editing software has functionality that will let you edit these same fields from within the photo software [for example, in Adobe Photoshop, this is under File -> File Info]. –Sean Lamb
In Genealogy Gems Premium Podcast Episode 25, I interviewed Ken Watson who talked about tagging photos with actual GPS (global positioning) coordinates in meta-tags.
Russ provides this link to his blog post about applying my hard drive organization strategies and incorporating Family Tree Maker software. For hard drive organization, see Family History Podcast Episode 32 and Episode 33.
Question: I’ve been doing genealogy for a couple of years on and off. I found your two podcasts and I’m almost caught up on Family History Made Easy. (Next will be the “Genealogy Gems” podcast!) Is there a “best practice” for which name should be used for a woman’s record? Maiden or married? Also, will you recap what a primary source is? –Bob Callahan
Answer: When I started the podcast, I wondered whether having two podcasts was overkill. I’m getting great feedback telling me that’s not the case! A primary source contains genealogical data collected at the time of the event reported by someone of authority and/or who was at the event and has first-hand knowledge. You may have several primary sources for each fact, like a family Bible and a government or church record for a birth or death. (A secondary source for that might be a birth announcement in a newspaper. The reporter obviously wasn’t there and doesn’t have firsthand knowledge of the event. If that’s all you have, dig a little deeper.)
As for your question about women’s names, a woman is listed in on a family tree with the name she was born with: her maiden name. She will be connected to any spouses later in life, and you can get her married name from there. They may appear in records with any of their surnames. A death record on Ancestry.com may have her listed by her married name, but in your family tree you should have her by her maiden name.
Comment: Let me first say that I am a new listener and have been on a Genealogy Gems and Family History Made Easy Podcast marathon! For the past month, I have listened to almost all of your podcasts and have gleaned quite a bit of information…to the point that it has almost overloaded my brain. But that is a good thing because I have a lot of new ideas for expanding the tree that my grandmother started forty plus years ago…
I just listened /watched the Premium Members Video for organizing your hard drive (available only to Premium Members). I have one more suggestion. It’s on how to copy multiple folders with the same name into your surname folders.
When setting up the surname folders and the sub-folders that go inside each, you set up one set of folders inside of one of the surname folders that are brand new with no documents inside of them. Then highlight each of them by first clicking on the first folder inside the surname folder, press and hold the shift key and click on the last folder and then right click on one of the highlighted folders and click copy from the drop down list. Then click and open the next surname folder, right click inside the folder and then click on paste from the drop down folder. –Eric Gomes
This is a GREAT suggestion! I constantly move multiple files at a time, but completely forgot that this can be done with file folders.
Question: Do you have any suggestions on what to look at when checking out and deciding on a society to join? –Eric Gomes
Answer: It depends on what your goals are. If your goals are camaraderie, education, involvement and community service, involve yourself with a local society. Go visit! See how welcoming they are, what kinds of programs they offer and whether they meet your needs. Don’t be shy about meeting the president and asking for a recent copy of their newsletter. Test drive it to see what’s a good fit for you.
If you’re trying to learn about where your ancestor lived, look for a society closest to that area. Look for societies near and far at the Federation of Genealogical Societies website on the Find a Society page. Or Google the name of the city and/or county/province and the keywords “genealogy society” to find what you’re looking for. Coming up dry? Contact a reference or local history/genealogy librarian at a local library or someone at a local historical society to ask for a recommendation.
