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.
In this video and article Lisa Louise Cooke will discuss:
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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.
https://evernote.grsm.io/genealogy
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Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.
Evernote is a:
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:
(Subject to change. Visit evernote.com/compare-plans)
Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.
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:
While you’re in Customize mode, you’ll see additional available widgets like:
We’ll explore some of these further in a moment. But first, let’s create our first note!
All Notes View – Snippet View:
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.
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:
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.
Add a tag based on important keywords associated with the note.
Examples of tags for genealogy:
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.
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:
You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.
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:
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.
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:
How to download the free Evernote web clipper for your web browser:
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:
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.
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.
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Fort Wayne, Indiana is the home of the second largest free genealogy library in the country. Make your plans to visit today. Learn more at https://www.visitfortwayne.com
Learn more about the free genealogy resources at VisitFortWayne.com
Formerly known as Virginia Heritage, this website is a “consolidated database of finding aids that provides information about the vast array of manuscripts and archival materials housed in Virginia and West Virginia.”
A comprehensive and growing list of links to genealogy resources for Virginia research.
A guide to Virginia ancestry, family history, and genealogy (birth records, marriage records, death records, census records, and military records.)
Links to Virginia family history & genealogy resources such as census, birth, marriage, death records & more.
Part of the U.S. GenWeb Project.
From the website: “Part of the online presence of the Library of Virginia, the state archives and reference library. The Library maintains vast and varied collections of print materials, manuscripts, archival records, newspapers, photographs and ephemera, maps and atlases, rare books, and fine art that tell the history of the commonwealth and its people.”
From the website: “The Virtual Jamestown Archive is a digital research, teaching and learning project that explores the legacies of the Jamestown settlement and “the Virginia experiment.” As a work in progress, Virtual Jamestown aims to shape the national dialogue on the occasion of the four hundred-year anniversary observance in 2007 of the founding of the Jamestown colony.”
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Every genealogist has experienced the frustration of clicking on a link and discovering that the page is gone or the resource is now defunct. Things change rapidly as technology evolves, so it’s a problem that isn’t going away any time soon.
Genealogy Gems Podcast listeners often ask what to do when they run across a broken or defunct website in the show notes of older episodes of The Genealogy Gems Podcast. I’ve got answers for you today that can help you get back on track whenever this happens to you.
I received this email from a listener of the free Genealogy Gems Podcast, and it’s one I’ve received from lots of listeners and genealogists alike:
“As one of your podcast listeners who is working my way through past episodes, I am running into a bit of frustration that I am wondering if you, on someone else reading this, can help me on. I have tried to get to a couple of websites that guests of yours mentioned, with no success. (I’m listening to episodes from) 2010, where I am at now, (and that) may not be all that long ago for many, but it is an eon in internet terms.
Are you, or anybody else reading this, aware of any person or site tracking genealogy related websites that records/posts notations of name changes, buy-outs by other service providers, or just plain disappearances? You might have mentioned some in the interim, but I’m still a hundred episodes in arrears.”
That’s the wonderful thing about podcasts, you can listen when the episode is published or even a decade later. That’s because podcasts, unlike radio shows, are recordings that you can access whenever it’s convenient for you. But my listener is correct, things change quickly online, and that includes website links I refer to in the show notes web pages of older episodes.
I love hearing that listeners are enjoying the free Genealogy Gems Podcast archive. We hear over and over that our listeners pick up something new each time they listen. However, I completely understand the frustration of encountering defunct websites and resources. What a bother they are!
Unfortunately with the speed at which online information changes, it’s just about as impossible to keep years of web content current (while still producing new content) as it is finding a genealogy record that burned in a courthouse fire!
The good news is that with a little persistence, you can probably locate where a source has moved to or find alternatives that may provide the same function. Paying attention to clues and details around the original source itself can lead you to alternatives that can accomplish the same goals or provide the same or similar information. And of course, tracking down information that’s gone missing is certainly a valuable skill in all areas of genealogy!
Here are a few great strategies to help you find information when a website has disappeared:
1) If you run across a link to a now defunct site, copy the website link. Next, go to the Internet Archive at https://web.archive.org and paste the web address that you copied into the Wayback Machine search field. Press enter on your keyboard to run the search on that address. You may very likely be able to retrieve a screenshot of the page.
If you’ve been researching your family history for several years, you’ll probably recognize the screenshot of World Vital Records (below) at the Wayback Machine.
You may not gain access to everything that was there originally, but you’ll very likely glean clues that you can use to find the information you seek on another website using a Google search.
One of the features most recently added to the Wayback Machine is the Save Page Now tool. This helps you capture web pages and add them to the Wayback Machine at the time that you find them. That way, even if the site goes away, you’ll have a copy of the web page for future reference.
This tool works on any web page that allows “crawlers”, which most sites do. Crawlers are used by sites like Google and the Wayback Machine to index information and capture the pages.
To save a web page using the Wayback Machine, copy the web page’s address and paste it into the Save Page Now field. It will bring up the page in your browser and show you that it’s being processed and will be added to the Wayback Machine.
The page will be conveniently stamped with the date that it was captured. This is helpful because even though websites may stay online for years to come, the content on their pages may be changed over time. By using the Save Page Now feature and adding the web page to the Wayback Machine, you will be able to revisit the information that was on that page on that specific date well into the future, regardless of changes that may be made to it over time.
You’ve heard me say it many times: Just Google it! And that certainly applies here. Google is great at finding alternative sources for the same information. No question is a dumb question when it comes to Google.
If you are running into a challenge with a defunct site or have a question, chances are someone else has had the same question! It may have been posted on a message forum, a blog post or the help section of a website. Google can help you find the question and the answers that were provided.
Let’s say you come across a link to the World Vital Records website in the syllabus of a class you took several years ago. (If you’ve been researching your family history for a while, then you probably remember this genealogy records website.) And imagine that when you type the link into your web browser, you discover that the link is broken and the website no longer exists.
Here’s an example of what you could ask Google in order to find out what has happened to the World Vital Records website:
As you can see in the example search in the image above, the sunset notice for World Vital Records, which was acquired by MyHeritage, was issued in September of 2018. Click the link to the article to read up on all the details.
When faced with a broken link your first impulse may be to ask another person or someone you see as an expert on the subject. That can work too, but chances are they may just ask you “did you Google it?” That’s because, like it or not, Googling at the moment you have the question is much faster and provides you with the latest information.
Think of Google as asking your question to every single web page in the world – all at once. If the answer is out there, Google can probably find it.
As I said, the internet is growing and changing every day and it is very possible you may find the content is now available elsewhere.
Any good source that provides website URLs will usually include information about what you’ll find on that website. You can use that information to run a Google search. Your goal is to determine if the information you seek is available elsewhere from the same provider, or identify another website that references the same content.
Start by copying short phrases of key information and pasting it into the Google search box. Put quotation marks around the text. Quotation marks are a standard Google search operator and they will tell Google to search for web pages that include that exact phrase, sentence or paragraph. (Quotation marks also work on individual words such as surnames.) If you don’t get an exact search result, remove the quotation marks and place them just around the most important individual key words.
Here’s an example of how this works:
In Genealogy Gems Podcast episode 62 (published back in 2009) I talked with actor Darby Hinton about a new history-themed television series he was producing called Hintons Living History. The show notes include a link to the website devoted to the show. Clicking that link leads to an error page because the website has since been taken down. (For website publishers like myself, we are often faced with the decision between creating new content, or constantly combing through old published content to fix what is out of date. I think you will agree that continuing to create new content is preferable.)
Since the link no longer works, a Google search of the name of the television show in quotation marks (“Hintons Living History”) provides a plethora of information and videos to learn more about the show.
While the solutions I’ve shared here may seem somewhat obvious, time and time again I’ve watched people get befuddled by running into broken genealogy website links. It’s totally understandable. In the excitement of the moment of finding something interesting, getting stopped in your tracks by a broken links creates frustration. Our brains tend to focus on that obstacle and frustration rather than the simple solutions that are available.
Now you have a game plan that you can use so that broken links will only be a blip on your genealogical research path.
This article was originally written in January 2019, and extensively updated August 6, 2019. Can you find the old version on the Wayback Machine?
About the Author: Lisa Louise CookeLisa is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google Toolbox, Mobile Genealogy, How to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series, an international keynote speaker, and columnist for Family Tree Magazine.
Do you have a DNA problem?
Maybe it’s as simple as having a ton of matches and not knowing what to do with them. How do you keep track of all those matches. How to you know which matches to focus on? How can you can use all your matches to do what you really want to do, which is learn more about my family history?
In this episode of Elevenses with Lisa we are visiting with someone who has worked past many of those problems. She uses her DNA matches to solve some of her genealogical questions and the questions of her patrons. Today she’s here to help you!
My special guest is Sara Allen, a librarian at the Genealogy Center at the Allen County Public Library. I wanted to talk to Sara because she’s not a biologist, or a Genetic Genealogy Guru. She’s like you and me: she’s passionate about family history! She shares genetic genealogy with folks in a very practical, and easy-to-understand way.
As a side note, we were lucky to record this episode because the day Sara and I were to meet to record the library was closed due to a snow storm. I’m in Texas and we’re buried in a deep freeze with devastating power outages, and at our house, no water for a time. But we moved things around and got it done. However, in all the chaos I managed to put my microphone on the wrong setting, so I’m going to sound like I’m sitting in a Folgers coffee can. But that doesn’t matter because it is what Sara has to say that’s really important.
Oh, and they were also doing construction at the library the day we finally recorded, so it’ll sound occasionally like we use jack hammers on our DNA! However, neither snow nor ice nor lack of water nor construction zones will keep us (as your faithful genealogists) from the swift completion of this appointed show.
Special Guest: Sara Allen, Librarian, Genealogy Center at Allen County Public Library, Fort Wayne, IN
Email: genealogy@acpl.info
Sara shared her basic over-arching plan for using DNA to answer a genealogical question:
Then she shared the specific steps for her research plan.
Step 3 was to choose the most relevant DNA test. This is important because there are three main kinds of tests out there. Each has strengths and weaknesses. Understanding what each test is capable of is key to getting the results you need.
If you’ve decided that an Autosomal DNA test is what you need, a relative one or two generations older (on the correct side of the family) is always better. Examples: Parents, Aunts/Uncles, Grandparents, Great-aunts/uncles, Parent’s first cousin
If you’re going to do a Y or mtDNA, choose a family member who falls within the correct path of DNA inheritance.
If there is a family tree, copy it, either electronically or print it out on paper. Compare and contrast trees looking for common names, common ancestor couples, common places. Work on establishing relationship between the different matches based on their trees. In other words, do genealogy!
Here’s an outline of the case Sara covers in this episode so you can follow along.
Dovey Reynolds was born around 1822 in North Carolina and was married in 1846 in Owen County, Indiana to Phillip Allen. She died in 1901 in Jefferson County, Kansas. No records have been found naming her parents.
Autosomal DNA – test the closest living person to the mystery ancestor: Test my father or his sister (aunt) to get one generation closer.
Step 5: Complete Family Tree for Other Family Lines
Results of our search for “Reynolds” in matches’ trees: Look for Reynolds in key locations in Dovey’s life such as NC and IN, especially Owen Co. IN, and maybe KS:
24 matches to William Reynolds’ descendants (27 cM – 8 cM)
Granddaughter Kathy took the autosomal DNA test.
Ancestry DNA match sorting options:
Evaluated trees of the possible matches from Leroy’s side. Two match groups identified:
Can we find a marriage between these 2 families? Yes – Daniel Hedges married Alice Crute ca. 1894 probably Warren Co. PA.
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