Have you met PERSI? You should! PERSI is the Periodical Source Index. Use PERSI for genealogy and you may discover your ancestors in thousands of articles you never knew existed.
You may have heard me talk in the past about PERSI. In case you haven’t…PERSI is not a person—it’s the acronym for the Periodical Source Index. PERSI is THE master index for periodicals with over 2.7 million entries. Thousands of magazines, newsletters, journals, and other periodicals from the U.S., Canada, Britain, Ireland, and Australia are indexed here.
PERSI is maintained by the Allen County Public Library’s Genealogy Center in Fort Wayne, Indiana. They have the equivalent of 6 full-time staff who are dedicated to subject-indexing every issue of every known genealogy or historical periodical and even the tiniest society newsletter.
Curt Witcher, who runs the Genealogy Center at Allen County and who has been a guest on the podcast in the past, estimates that if you don’t consult periodicals in your research, you could be missing up to 30% of your research leads! That’s a lot of leads! PERSI has long been a staple resource for advanced and professional genealogists to help them break through brick walls. With its help, you can much more quickly locate articles like biographical sketches of ancestors (or people they knew), transcribed indexes to naturalization or probate records, church records, school records, and the like. There might be just-what-you-need histories of places or the organizations your ancestors belonged to.
These key articles are often buried so deep in back issues of little local genealogy newsletters that you may never come across them on your own. Sometimes, they’re what we call “orphaned” content: articles we’d find in totally unexpected places.
HOW TO SEARCH PERSI ONLINE
PERSI used to be searchable on Ancestry, but it isn’t there anymore. The current version of PERSI is exclusively on Findmypast and they’re doing something really cool with it: they are gradually adding digitized articles to the index! They are doing this by signing contracts with each individual society or journal publisher, so it’s not a fast process. The vast majority of entries on PERSI do not have digitized articles linked to them yet. It’s a bonus when you do find them.
To searchPERSI at Findmypast you do not actually need a subscription. They allow anyone to search and see the list of results. To see details about specific search results (including any digitized images), you will need a subscription OR you will need to purchase their pay-per-view credits. Findmypast does offer a 14-day free trial. You can also use Findmypast at Family History Centers and at many libraries that have institutional subscriptions.
Once you have located an article, it’s inexpensive to order a copy directly from the Allen County Public Library Genealogy Center. Simply download the order form PDF from their website, fill it out, and mail it in. Last we checked, you can request up to six articles for only $7.50, which you pre-pay and then they bill you separately for copies at 20 cents per page.
Sometime soon, why not take 15 minutes—or your next lunch break at work–and search PERSI for your top surnames and locations? Again, the database is PERSI, it is at Findmypast, and the chance to discover is all yours.
Genealogy Gems Podcast Episode 225 Get ready for a fun and inspiring start to your new genealogy year. I’m not going to lecture you about how to get organized and all that – you get enough of that New Year banter other places. Today I’m going to bring you a talented...
Show Notes: Learn how to trace your ancestors back to Virginia just prior to the Revolutionary War. Professional genealogist Jeri Satterwhite-Dearing specializes in early Virginia research in her work as a professional genealogist with Legacy Tree Genealogists. She explains some of the biggest challenges you’ll face when researching early Virginian ancestors, the records you should be looking for, and some of the best resources.
Lisa: A while back, we did a video on Finding early American Ancestors in New England and we got tons of comments on it. We also received a lot of requests to dig into early American genealogical research. In this video and article, we are going to do just that for Virginia.
Guest: Jeri Satterwhite-Deering, professional genealogist at Legacy Tree Genealogists.
What are some of the unique challenges that face people who are trying to research ancestors in Virginia?
Jeri: I think the main thing is that the further back you go, the different record types that you would expect to find and use. You won’t have census records before 1790, and you won’t necessarily have marriage records, or death certificates, because that didn’t come till much later. But those records are there, and then you just have to really know where to dig and what to look for.
I rely more on land records, tax records, court records, and those types of record. As I said, census records go back to 1790, maybe 1783, when they have county type census. Then at that point you need to rely on tax records more and look for your ancestors in land records. Land records are full of all kinds of genealogical clues about your family as you as you dig in deep.
Lisa: And it can be a bit of a challenge for folks who might be researching Virginia for the first time. We hear about things, like you mentioned the land records and tax records, and that could be very new territory for us. It can be a little intimidating to jump into a record collection you haven’t worked before.
Jeri: Right, especially because then you’re relying on original documents, which means reading the handwriting of the time. That takes practice. It’s like when you first learn to write cursive in school. It’s not that hard, it just takes a little bit of time. It’s kind of fun, because they write different, and their terminology is different. But that’s where your dictionary comes in. Practice makes perfect. The more you do, the easier it gets.
Most of those records are going to be at county level. If you have a burned county, then you may have to rely on state records. The Virginia state library may have more than what is left in a burned county. There are all kinds of records there. It’s just a matter of knowing where to go.
Learn More About the County in Virginia
My first recommendation would be to learn more about the county you’re going to be dealing with. First go to the FamilySearch Wiki for the county. Read what they have to say about which records are available for that particular county and start there. Make a research plan. Make notes and determine exactly what to look for.
I know that you’ve done a couple of past episodes, especially I think it was episode 64, where you talked about how to do research using FamilySearch. I think those are things you need to learn a little bit before you jump right in. I think that would be a really good start if they’re not familiar with FamilySearch. It’s one of the best places to go to look at records when you’re starting out.
Lisa: And it’s free, which is great.
Jeri: That’s right, so it’s definitely a good place to start along with learning about the county. Learning about the formation of the county, that’s almost a genealogical research adventure in itself because you need to know how the counties changed so quickly over time. And you do need to get back to what that parent county was. It’s important to know the genealogy of the counties and know where to look for those records, because they’re not all just going to be in today’s county. You may have to go back to multiple counties to find those records.
Lisa: Typically, when a record was created in a particular county, and then that county maybe splits out or changes we should be looking in the county that it was at the time our ancestors were there, right?
Jeri: Exactly. You might think, “that’s it, I’m done. I can’t find anything else.” When you feel that way, step back, review the various forms the county has taken. Check all of them. You’d be surprised where those records will be in many different places. They might even be in the courthouse basement. I’ve come across that many times as well.
In Virginia, not all deed records are going to be online. For example, here in North Carolina our counties have so many records available online. But in Virginia, they might not be on FamilySearch. You may have to go to a courthouse to actually see those records. However, they are getting better about getting them filmed.
If you’ve exhausted some of that, like I mentioned before, check out tax records. These put your person in their place in time, and that’s what you’re looking for. You always want to remember that a man by one name is not necessarily that man. Always remember that because there are so many same named people throughout history, and you have to be careful which one you’re chasing and get the right one.
Lisa: I love your idea about the genealogy of a county! Getting to know the history county at the same time as you’re getting to know the history of your family.
Virginia Burned Counties
You mentioned burned counties. Seasoned genealogists have heard that many times. But there are those who are new to genealogy, or they’ve been researching other parts of the country, and now they’re finding that their family line takes them into the South where burned counties are more common. Tell us a little bit about what you mean by a “burned county” and what does that mean to the records?
Jeri: Generally burned counties have a lot to do with war. That’s especially true during the Civil War. For the South, many courthouses burned down. But it happens even in today’s time. We see floods, we see fires. Again, look at your county history on the FamilySearch Wiki. It will tell you which counties were burned. Then you can determine where else to look for records.
I had a project recently that was in Washington County, Arkansas. The county was totally burned, and there was nothing really left. But at the state level, I was able to find the tax records. So, for the client’s ancestor, we were able to place him in that county in the time that we needed to place him there even though there was no information about him anywhere in the county. Those records were burned at two different times. Once in the 1800s, and then again later on.
When your ancestor got a deed, they would take it into the courthouse to get it recorded. This means that when you’re looking at a deed book, you’re not looking at the original record because they didn’t keep the original deed. They just recorded it, and then they handed it back. Folks then took it home to keep it in a safe place. I was very fortunate in one of my research projects that when we had burned counties, they had all the people bring their deeds back in and they recorded them again. And so that’s how we ended up with still having deeds that were probably burned the first go around in the clerk’s books.
I inherited deeds from my great grandmother that were in a trunk. That is probably what started this whole journey for me 30 years ago. One of the deeds was from 1812. It was just amazing! They had kept those deeds. The courthouse over in Orange County did not have that deed, so I took it over there, and they got to copy it into the deed book. And then they had it. There’s a lot of ways to get around the burned counties, and there’s reason for hope.
Lisa: That’s very encouraging that they brought records back in and entered them again.
State Level Records for Virginia
How do records end up at the state level? You mentioned a couple of times to check with the State Archives. Was there a process where every so often the counties were supposed to send copies of books to the state? Or did that happen much later?
Jeri: Well, I think it did, like, are in North Carolina, particularly. So many of our marriage records have gone to the state. So, they’re at our archives now. And so, they came out of the county’s hands, I don’t know, maybe because they just kept getting burned to the ground. They, and so they ended up, you know, at the at the state level at the State Archives for most of them. And so, your state archives is a good place for your research. State libraries are good, like the Library of Virginia (state library), as the just you couldn’t ask for better. And online and offline. It’s a great, it’s a great resource for learning and looking for records as well.
Important Types of Records for Early Virginia Genealogy
Lisa: You’ve mentioned a couple of different types of records. We talked about tax records. Would we find tax records for somebody who doesn’t own property?
Personal Property and Planned Tax Records
That would be your personal property tax records, and then you had planned tax records. So, there are two different ones and you want to look for each. There may only be just one white pole, which means that one person is over the right age to be taxable. It might be a horse, it might be a silver watch, things like that.
Land Tax Records
Then there’s the land tax where they’re going to tax you on how much property that you own.
Included in the property tax would be enslaved persons. So, if you’re doing African American research, especially for Virginia, these are helpful. If the person you are researching was an enslaver, they would have these people listed by their names, typically their first names because that’s generally all they had. Some of them were sorted out by age. Not necessarily every county would be the same. But you would have perhaps age under 15 or 16, and then over 16. And while that’s a broad range, you’re looking for every little thing you can when you’re doing that type of research. Those are the kinds of things that you would see in the tax records.
Chancery Records
Another great resource is chancery records, which I love. They’re court records which you can find at the Virginia Library. You can search by plaintiff or defendant or just a surname. I usually just do the surname when I search. You go to each county so choose your county, and then choose your name. It’ll bring up folders of court records. Everybody sued everybody just like they do now. Everybody was in court all the time. Sometimes it’ll just be maybe a lawsuit over land, or it could be a lawsuit over a horse or an enslaved person as well. But a lot of times you would find records that would involve state records, probate records, and every now and then you will really get lucky and you could find a whole family’s history in some of these files that explain the parents and the grandparents, the grandchildren. I’ve had them go many generations in one file and even include the neighbors. It puts your person in their place and time and helps you not confuse them with someone else
Virginia Chancery Record, courtesy of Jeri Satterwhite-Dearing
I would say that if you don’t look at those you’re missing out, totally! They are refilming a lot of the records right now. So, when you search your file might not come up. You would be able to see the file folder, but you might not be able to see the contents of it. But then you could take that information and go to your county level court records. Again, I would go through FamilySearch and do your search in the catalog by the county, not just a record search. By doing that, you can actually find those folders are still going to be within the county. You’ll have to dig a little deeper. But it’s always rewarding to do that.
Colonial Tithables
Lisa: You’ve mentioned several really important types of records, chancery court records, deeds, wills and estate records. What other types are there? You have on your list colonial tithables. What are those?
Jeri: Those were really early. They’re like taxing, and it has to do with who the person by the age, and if they’re old enough to be taxed. It’s another form of the tax record. Those are the really early lists that you would be back quite far. You might not need those for a while, but if you get lucky, and you’re really getting back pretty far, then those are good.
Understand Virginia Law
Lisa: I imagined to be able to really use these records, we have to really understand things like geography and the law. What are your recommendations to a genealogist on really getting to understand the law? What’s a good way to go about that?
Jeri: Reading, taking classes, I mean, there are so many classes available online nowadays, just from the comfort of your home to be able to learn a lot. That would be the best thing to get familiar with the law. Learning the law is a little bit more complex but it is important. For example, it helps you determine if someone would have been the right age to get married. It’s a good way to separate the person out that might be the same name. It would help you know if your ancestor was able to buy and sell land, whether they could be a witness, all those ages change frequently. Then you know whether to go look for those records.
Understand Virginia Geography
Lisa: Are there any other resources that you think should really be on the forefront of the minds of people who are going to be digging into their Virginia roots?
And I definitely look for maps with Google. (Resource: The Genealogist’s Google Toolboxby Lisa Louise Cooke.) You can Google historical maps for Roanoke County, Virginia, for example. Some of those older maps have the landowners on them. I’ve got a huge map collection. You can find them from the formation of the county. They will have the landowner’s names written where their land was. Maybe your person did not own land, maybe they were just tenant farmers, but you found the name of the landowner, or you find them in another record. Look to see who they were living around. You can then find where they were, when they were in that particular county. That also gives you a way to look for more records that might involve your ancestor, as well.
Lisa: Well, that makes great sense. Maps are such an important part of it’s all location and timeframe, right?
Jeri: Yeah, because everything was about land. It still is, but it always has been about the land, and you don’t want to bypass that. You don’t want to just look at census, marriage, and death records, and that’s it. You really need to understand the context of their life and everything that was going on around them in the area that they lived. You then know more about who they are. Say their name, know who they were, and make them come back. They can be alive.
Getting Help from a Professional Genealogist Specializing in Virginia
Lisa: That’s a great way to look at it. Jeri, if people get really stuck, and they just feel like I need help with a professional genealogist, how could they get in touch with you? And what do you guys do at Legacy tree genealogist?
Jeri: They can contact us, and we can steer them to the right professional genealogist for their project. We have a wonderful team, and they do really good work! If you get stuck or if you don’t feel like you have the years to go and take the time to take classes and do everything, come join us and we’ll be happy to get you on the right track and help you find your ancestors.
Lisa: It’s a good feeling to be able to take a big leap forward and professionals can help you do it. Jeri, this has been terrific. Thank you for giving us a jumpstart into our Virginia genealogy.
(This interview was edited minimally for clarity.)
Show Notes: You may not have been around when your ancestors lived, but there were witnesses to the important events in their life. Genealogist Robyn Smith shares her 3 step process from her new Family Tree Magazine article called Witness Testimony.
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Get ready to find out how the witnesses named on your ancestors’ records can help you bust brick walls in your genealogy research!
Watch the Video Interview
Show Notes
(This interview has been minimally edited for clarity) Downloadable ad-free handout with time stamps and links. (Premium Membership required)
Why You Should be Researching Witnesses
Lisa: I learned a lot from your article in family tree magazine. And I wanted to chat with you a little bit about that, because I think researching our ancestors’ witnesses is fascinating, and it’s something that people don’t always think about. We may focus on the names we recognize and not so much on the ones that we don’t. I’d love to have you give your “elevator speech” if you will, as to why people should be taking the time to research witnesses.
Robyn: Most of us in the genealogy community eventually hear about this thing called “cluster research”. We hear this phrase, the FAN club that genealogist Elizabeth Shown Mills describes, where we take a look at the Friends, Associates and Neighbors of our ancestors. I would consider witnesses and bondsman in that FAN club, in that cluster.
Simply put, witnesses can help us find more family. That’s the benefit of researching these individuals and the records in which they find them. We can break through some brick walls. And this type of research can also tell us about the community ties and some of the customs in that time and place. So, witnesses and bondsman are always my secret research strategy.
What is a Bondsman?
Lisa: You mentioned bondsman, and that might be a new term for some folks. We might be used to seeing perhaps an immigration record or a birth record, and we see witness. What is a bondsman?
Robyn: This is one of those terms in genealogy that has a slightly different meaning historically than it does today. By bondsman we just mean someone who pledges a sum of money as a bond for another. Sometimes in these records, we might see that they’re called a Surety. You might see that term used. The difference between that and a witness is that there’s a financial obligation involved. I always try to tell people, it’s similar to cosigning a loan today. Most of us would probably not cosign a loan for people that we didn’t trust or that we didn’t know very well. And so, if you can keep that concept in your mind, that’s the value and the benefit of researching those witnesses and bondsman.
Lisa: Yes, when there’s a financial tie, there’s some kind of relationship there. And I guess if we can research them, that might lead us back to even more records about our own ancestor.
Genealogical Records that Include Witnesses
What kind of records will we find them in? In what type of records are we going to find witnesses and even more specifically, this term bondsman?
Robyn: The big one we think of, of course, is marriage bonds. We hear that phrase a lot. We may see them in marriage records, almost all deeds are going to have some sort of witness involved, and wills. Also, in probate records we will see executors and administrators often have to have bonds. If you’re going to serve as guardian to someone, typically, that person has to have a bond as well. And so those are sort of the big ones.
We can also think of court cases, civil court cases when you’re trying to secure someone’s appearance at a future court meeting. And I actually have seen the courts go after that bondsman if that person doesn’t show up. So, some of these records can get pretty juicy.
And of course, I think a lot of us are probably familiar with pension, military pension records and southern claims.
The only thing that I would caution people to watch out for is sometimes the witness is really just the county clerk, a local lawyer or local justice of the peace. So, it’s in researching that witness or that bondsman that you’ll find out the relationship if there is any, to the person of interest that you’re researching.
Lisa: That’s a really good point.
The Goal of Researching Witnesses in Records
Do you go after witnesses primarily because you’re wondering if they are related? Or is it also about that FAN principle where they may not be related, but researching them might actually lead me to more records about my own ancestor because of their will, depending on what the relationship was? Do both of those play into the way you approach them?
Robyn: I would say both. I’m actually really excited when I see a witness or bondsman because the curiosity serves you very well, in genealogical research, as we know. It’s a good thing to be a nosy genealogist. I want to know, why is that person there? That’s the question that I’m trying to answer. And more than a few times, it has led me to more family that I didn’t know about, particularly if that individual had a different surname.
Now, another gotcha is that sometimes they end up in the records with just their initials. So, we first have got to confirm who that person is before we’re ready to say that they’re related to our person of interest. So, there are some cautions that we may need to be aware of as we’re doing this research. But it’s another stone to overturn as you’re doing your research. And I love it when I see a person listed in a record. I’m excited!
Lisa: Me too! I feel like oh, my gosh, I finally have another avenue that I can pursue, particularly in a brick wall situation.
3 Step Process for Researching Witnesses
In the article, you provide a three-step research process. Will you walk us briefly through that process?
Step 1: Transcribe the Document
Robyn: The first thing that I do when I find a document concerning my ancestor that has a witness or bondsman, is to transcribe the document. I want to make sure that we all are comfortable with the practice of transcribing. Transcription ensures that you are actually reading every single word in that document. It’s going to help you notice all of the details that you might miss if you are just looking at it in its current format.
There are a lot of great free tools available to us for transcribing. There’s GenScriber, or there’s Trint. I would also recommend Family Tree Magazine’s cheat sheet on reading old handwriting. That becomes very handy when you’re doing this transcription.
Step 2: Do the Research
The second step is to then do the research. I always say you want to research in a variety of records. I actually research the person as if they were my ancestor already. That means I’m looking in census records and deed records and court records and everything else trying to establish who this person is. And the things that we learn along the way, are not just that this person is in this time and place, which is very important to us as genealogists, but it also gives us a hint as to how old the person was. It also gives us a hint about their literacy in terms of whether they sign with their mark or whether they sign with a signature. It is in this second step, doing the deep research, that you probably will uncover whether or not the person is related to your family.
Step 3: Research the Law
The third step is to research the laws because as we know, laws governed everything about the sources that we use a genealogy. They’re going to govern who can serve as a witness and a bondsman, how old that person has to be, and also how many were necessary.
We need to be aware that these laws are going to differ from state to state or colony or a locale and also throughout time. I look at the published date laws that I can find in databases like Internet Archive and Hathi Trust and Google Books but you and also visit your local library, law library, or archive. You may have to do some deep digging.
Those are the three steps that I recommend: transcribe the document, research the individuals you find, and make sure that you research the laws.
Lisa: Fantastic advice!
The Power of Transcribing Genealogy Records
I’d love to ask you a little bit more about transcription because I think that is a step that can be tempting to skip. People think, oh, well, I read it, I want to get going! I want to add people to my tree, and they are tempted to not take the time to transcribe. Will you tell us a little bit more about transcription? Why should we take that time? And what are we looking for, instead of just typing the words?
Robyn: Transcription to me is one of the basics of one of the basic genealogical skills I think we need to master in order to be successful, particularly once we start going back further in time and encountering those much more complicated problems. And it’s one of those basics that will remind you, if you don’t do it over and over again, that there’s a reason why it’s recommended in genealogy.
I can’t tell you how many phrases I’ve realized that I don’t fully understand as I’m transcribing. And Step one is to understand what that document is telling you. So, if there’s a phrase that I come across, I might email an archivist, or I might call one of my genealogy friends who’s got a little bit more experience in that particular time and place. Transcribing helps us to do that, and it helps us to understand.
When I transcribe, I also typically turn it into an abstract. I’m also making sure that I do a citation. So, to me, those are the building blocks of successful genealogical research.
I would also include keeping a research log and have a research plan. Those to me are very critical research building blocks to long-term success in genealogy.
I understand the impulse to want to skip transcribing. But I can tell you over and over again that I come across phrases that I thought I knew, but once I’m transcribing it, I really realized that I don’t. There are lots of wonderful webinars and classes that you can take on transcription that can teach you simple rules when you’re transcribing, and they’re easy to learn. They’re not complicated rules. And I think that once you start doing it, you’ll get more comfortable with the process. It will really become second nature.
I hope that I can encourage everyone with our conversation to do more of that transcribing. I did a lot of it earlier, not necessarily knowing or understanding all the rules, and now I’m going back and sort of revisiting those documents. It’s always amazing when things will jump out at you that you didn’t notice before, or it just didn’t resonate.
I always recommend having a genealogy buddy. You can say to them, hey, can you take a look at this and tell me what you see? You can have a fresh set of eyes look at it and ask you a question. I’m a genealogy junkie, so I find all of this really, really exciting to me. I kind of lean into it. We’ve all got other things to do in our lives. I try to do an hour here and there; it might be an hour this weekend. But I’m sort of just always working towards a goal. And that transcription, I tell you, that’s a key first step!
Witness Research Example
Lisa: I don’t mean to put you on the spot, but do you have a witness story or just something that you spotted that you just would love to share with us?
Robyn: I do! My mother’s family, my maternal family is from Tennessee. I was researching my second great-grandfather, Mike Fenricks in Tennessee, where he lived. Almost every source in his life asserts that he was born in Alabama. And so, this is a problem that a lot of genealogists have. I had no idea where in Alabama I’m even though I thoroughly went through all of the sources that were available in that time and place.
I noticed that he served as bondsman to a man named Dee Suggs. And then I noticed that he jointly took a couple of sharecropping deeds with this same man Dee Suggs.
Sharecropping Deed: JM Fenrick and Dee Suggs
I also found him living in Dee Suggs’ house in 1920. So, the wheels start turning! Why is he interacting with this man and Dee Suggs who was also born in Alabama?
The Dee Suggs household in the 1920 U.S. Federal Census
So, when the records ran out, for my ancestor, I started researching Dee Suggs. And where did this witness lead me? Dee Suggs led me back to Lawrence County, Alabama. And in that 1870 census household was a man named Mike. And that man ended up being his brother, it was his half-brother. And the same man is my second great, great grandfather. They had migrated to Tennessee together. They had been formerly enslaved, and I found a Freedmen’s Bureau contract that their mother signed where she calls all of them, her children. The 1870 census doesn’t provide relationships, so I had that critical labor contract that said, Sofrona and her four children. And so, it makes all the sense in the world why he’s associating with him and living with him, and jointly, promising bond for him. It is because they were half-brothers!
Lisa: I knew you’d have a great story!
Robyn: That story is the crux of my cluster genealogy lecture that I do. I go into more details, but following Dee is what led me to that community and his place of origin in northern Alabama. It was very exciting.
Learn more about Robyn Smith
Lisa: And I know you bring many stories to your readers at Reclaiming Kin. Please tell us the URL address and what they will find there at your website.
Robyn: Thank you so much. The URL is www.reclaimingkin.com. I call it a genealogy teaching blog, and what I mean by that is, I might start off with something from my family history, but every single post is meant to teach a skill. And so, every post there talks about a methodology, a strategy or resource. It’s not just about my family history, it’s about helping all genealogists to grow their skills, and also meet the special challenges of researching the enslaved. I’d be really happy if your listeners would come to the blog, take a look, sign up for my mailing list. And I’ll send you a free PDF, all my favorite research tips.
Lisa: Robyn, thank you so much. We’ll all look forward to your article Witness Testimony in the Family Tree Magazine Jan / Feb 2023 issue. And I look forward to hopefully talking to you again soon.
Robyn: Thank you so much for having me on today, Lisa.
Learn more about Transcription
There’s so much more to learn about doing transcriptions! Check out my full-length Premium video class called Transcribing and Analyzing Historical Documents. It’s part of Premium Membership, and it is going to tell you everything you need to know about how to do transcription, the tools that I recommend, and so much more. And along with that video class, you also get the downloadable handout. Becoming a premium member has a lot of perks. Learn more here.
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 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
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.
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.
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 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 – SnippetView:
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 SnippetView 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:
In the menu select: File > New Notebook
Name the new notebook in the pop-up window
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:
Right-click on the Evernote icon in your computer task bar.
Select Clip Screenshot.
Use the cross-hairs to draw a box around the desired content.
Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
In Evernote click on the note to type additional information if desired.
How to download the free Evernote web clipper for your web browser:
Go to: evernote.com/webclipper
The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
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.
