How to Use Evernote for Genealogy: The Ultimate Education

organize genealogy with EvernoteUsing Evernote for genealogy will make you a more efficient and effective researcher.

Genealogists all over the world are harnessing the power of Evernote to organize their family history researchThis free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.

Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”

Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!

Here’s how to get started

1. Download the free Evernote software here.

2. Create your free or premium Evernote account. (Click here to learn more about Evernote account options.)

3. Go to your Account page and make note of your unique Evernote email address. (Help>Go to My Account Page>Account Summary and scroll down to “Email Notes to.”)

4. Download the free Evernote web clipper for your web browser.

5. Download the free Evernote app from the App Store or Google Play and sign in to your account.

Now you’re ready to use Evernote to collect your research content and source citation information!

Here are 5 ways to add content to Evernote

1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.

2. Drag and Drop: Images, scanned  documents and other multimedia content can be dropped right into new or existing notes.

3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.

4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.

5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.

Resources for Success

There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).

FREE YouTube Video Series: Evernote for Genealogy

I’ve posted two videos so far on my free YouTube series:

Evernote for Genealogy Quick Reference Guide

Evernote for Genealogy Quick Reference GuideMy laminated reference guide is super handy for every day support! This guide includes:

  • A Getting Started Checklist
  • Quick Keystrokes
  • Getting the Most Out of Clipping
  • Maneuvering the Desktop Client
  • Genealogical Organization
  • Little-Known Search Strategies
  • Specialized Genealogy Focused Techniques
  • Comparison of Evernote Pricing Tiers

The guide is available for both Windows and Mac users, in both print and digital download format. Click below to view:

The Ultimate Evernote for Genealogy Education

Ultimate Evernote Education abbreviatedGenealogy Gems website Premium members have a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for Genealogy Education video series. This series includes the following full-length and mini-series classes:

Evernote genealogy family history organizeKeep up on all my latest Evernote news and Q&As!

Click here to read my Evernote blog posts.

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Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!

Evernote vs. OneNote, Free vs. Paid, What’s a Genealogist to Do?

(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.

Evernote vs. Onenote Free vs. paid

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.

Use Evernote for Genealogy Computer file

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.

If you don’t want to use your browser on your tablet, I have a solution for you straight out of my book Mobile Genealogy: How to Use Your Smartphone and Tablet for Family History Research. You can use the free Chrome Remote Desktop to remotely access and use your home computer from your tablet and smartphone. Get it here for Android, and here for Apple devices.

How to set up Chrome Remote Desktop access:

  1. Start on the computer that you are going to access remotely.
  2. Open the Chrome browser.
  3. Go to https://remotedesktop.google.com/ 
  4. Click the Get Started button and follow the instructions. 
  5. 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.”
  6. After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
  7. 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!

Resources

Book: Mobile Genealogy by Lisa Louise Cooke available at the Genealogy Gems Store.

mobile genealogy book

Book by Lisa Louise Cooke

Video: Evernote for Genealogy: What It Is, & Why You Would Use It at the Genealogy Gems YouTube channel.

Genealogy Gems Premium Video Classes by Lisa Louise Cooke:

Genealogy Gems - Family History Podcast and Website

Members have access to hundreds of videos, downloadable handouts, and exclusive podcast episodes.

All of these videos are available to Genealogy Gems Premium Members. Sign up and gain access here.

 

Genealogy Gems Podcast Episode 259 Special Christmas Episode

A Cup of Christmas Tea with Best-Selling Author Tom Hegg

(This post includes affiliate links. If you decide to make a purchase we will be compensated at no additional cost to you. Thank you for your support!) 
“A Cup of Christmas Tea” New York Timesbest-selling author Tom Hegg joins me for an inspiring conversation about this story of the importance of touching base with our fellow man. It’s a message we can benefit from any time of year. It’s also a wonderful reminder of the importance of family and how our older family members hold a piece of our own history in them.
 
 
Cup of Christmas Tea with Tom Hegg

Get your copy of A Cup of Christmas Tea here.

Listen to Genealogy Gems Podcast Episode 259

In this special audio version of the interview, listen to Tom recite this wonderful story A Cup of Christmas Tea set to beautiful music. You’ll also hear him recite the children’s classic Peef the Christmas Bear.  To Listen click the media player below (AUDIO ONLY):

Watch the Original Video

This audio comes from my YouTube video series Elevenses with Lisa. You can watch the video interview at the Elevenses with Lisa episode 38 show notes page.

Get $10 off StoryWorth

Give your relatives a meaningful gift with StoryWorth. Get started right away with no shipping required by going to https://storyworth.com/gems 
You’ll get $10 off your first purchase! 

Become a Genealogy Gems Premium Member

Premium Members have exclusive access to:

  • Video classes and downloadable handouts
  • The Genealogy Gems Premium Podcast
  • Elevenses with Lisa downloadable ad-free show notes PDF cheat sheets

Become a member here.

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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Music: FairyTale Waltz by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100232 Artist: http://incompetech.com/
We Wish You a Merry Christmas by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://www.twinmusicom.org/

Great Scott! Genealogy Gems is Attending Federation of Genealogical Societies Conference

The Federation of Genealogical Societies (FGS) Conference for 2016 is “Time Travel: Centuries of Memories” and will be held in Springfield, Illinois. See what your future holds by learning about the past. Genealogy Gems will be there, and you’re going to love our line-up of free 30-minute classes in the exhibit hall (booth #200). Plus, enter to win our Grand Prize drawing! Here are all the details.

Make Your Future Whatever You Want, But Make it a Good One

TeamTimeCar.com-BTTF DeLorean Time Machine-OtoGodfrey.com-JMortonPhoto.com-07

JMortonPhoto.com & OtoGodfrey.com [CC BY-SA 4.0 (http://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons

With his iconic exclamation of “Great Scott!”, Back to the Future’s Dr. Emmitt Brown reminded us that the future is in our own hands. Make your future genealogy research “a good one” by attending this year’s conference.

This Federation of Genealogical Societies Conference will benefit the novice, the professional, and anyone in between. With over 160 sessions and 72 expert speakers from all over the world, you will be inspired to reach greater heights in all things genealogy.

Each day, a new set of classes will guide you through:

  • the U.S. Midwest (regional track)
  • the United Kingdom (British Isles and Commonwealth track)
  • the continental European research (ethnic track), to give you the latest and greatest in genealogy research.

If you missed early registration, that’s okay. Walk-in registration is available by clicking here. Enjoy all four days of inspiring classes, only attend a day or two, or just meander around the exhibit hall.

Free Stuff in the Exhibit Hall

The exhibit hall is always a favorite place to network and socialize with your genealogy buddies. Wander from booth to booth to see what the future holds for genealogists and gather up all the fun and free swag, too.

Most importantly, Lisa wants to see you for our free sessions that are back by popular demand! With such a positive response last year, Genealogy Gems will once again be hosting a series of free presentations at this year’s FGS conference. Join us in our Genealogy Gems Theater in booth #200 in the exhibit hall. Our 30-minute information-packed sessions will help you think outside the box for greater genealogy success.

Attend any of our sessions and sign-up to receive our free e-book of handouts for all the sessions. Want to plan ahead so you don’t miss a thing? Glance over the schedule below (click the button to download the schedule) and mark your can’t-miss sessions. (Not able to attend? Stay tuned because we will be announcing which sessions will be broadcast live over Periscope for free.)

download now

BONUS: Join Lisa in the FGS theater area of the exhibit hall
Saturday at 12:10 for
Top Google Search Strategies for Genealogists

FGS 2016 Genealogy Gems booth schedule

Grand Prize Drawing: Total Retail Value over $210

Presenters at the Genealogy Gems Theater have pitched in for this year’s Grand Prize drawing. The winner will receive:

…from Lisa Louise Cooke’s Genealogy Gems

…from Your DNA Guide Diahan Southard

…from Family Tree Magazine: an e-book bundle valued at about $100

Click here for the Grand Prize entry form, which also gets you the free e-book with all the session handouts. Drop the entry off at booth #200. The winner will be notified by email.

map of Genealogy Gems booth at FGS

Lisa will of course be presenting lectures during the daily sessions. Jump on over to our website page for even more information about the FGS Conference.

We’re looking forward to seeing you there, friends!

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