How to Use Evernote for Genealogy: The Ultimate Education
Using 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 research. This 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: What It Is, and Why You Would Use It and
- How to Use Evernote for Genealogy and Family History: Handwriting, OCR, Video and Upload Answers.
Evernote for Genealogy Quick Reference Guide
My 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:
- Evernote for Windows for Genealogy (print version)
- Evernote for Windows for Genealogy (digital download)
- Evernote for Mac for Genealogy (print version)
- Evernote for Mac for Genealogy (digital download)
The Ultimate Evernote for Genealogy Education
Genealogy 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:
- How the Genealogist can Remember Everything with Evernote (Beginner)
- How to Organize Your Research with Evernote (Intermediate)
- Making Evernote Effortless (Intermediate)
- Collaborative Genealogy with Evernote (Intermediate)
- Using Evernote to Create a Research Plan (Advanced)
- Enhance Your Genealogy with Evernote: 10 Projects (Advanced)
Keep up on all my latest Evernote news and Q&As!
Click here to read my Evernote blog posts.
Sign up for my free email newsletter (that sign-up comes with a free bonus e-book!).
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!
National Archives Facilities Closing
National Archives (US) facilities are closing or restructuring in three locations. But steps are being taken to maintain access (local or online) to the
treasure trove of research materials at these facilities.
A recent press release states, “As part of ongoing budget adjustments, Archivist of the United States David S. Ferriero announced the permanent closure of three National Archives facilities. This year, the National Archives facility in Anchorage, AK, will close and two facilities in the Philadelphia, PA, area will be consolidated to a single site. Within the next two years, two Archives’ facilities in Fort Worth, TX, also will be consolidated to a single site. These closures and consolidations will result in estimated annual cost savings of approximately .3 million.”
“The National Archives budget is devoted primarily to personnel and facilities, both of which are essential to our mission,” the Archivist stated. “I recognize these cuts will be painful; however, we are committed to continuing to provide the best service to our customers and best working conditions for our staff nationwide.”
Here’s the scoop on each of the affected locations:
National Archives – Anchorage, AK, facility closing:
The National Archives’ facility in Anchorage, AK, will close permanently in FY 2014. The employees who work there will be offered positions at other National Archives facilities, with the National Archives paying relocation expenses. The less than 12,000 cubic feet of archival records in Alaska will be moved to the National Archives at Seattle, WA, where the National Archives will digitize these records so that they remain available to Alaskans through the internet. In addition, we will move approximately 7,500 cubic feet of records center holdings to Seattle, WA.
National Archives – Philadelphia, PA, facility consolidation:
The National Archives currently maintains two facilities in Philadelphia—a records center and archives at Townsend Road, and a small “storefront” archival facility at 900 Market Street in the city center. These facilities are in the same commuting area, and archival records are currently moved between the two for research use. The Market Street facility will close in FY 2014, and those employees will move to Townsend Road or telework locations. The less than 5,000 cubic feet of archival records stored at Market Street will be moved to Townsend Road, where the majority of the archival records already are stored. The Townsend Road facility’s research room will be modified to better provide appropriate access to researchers, and community outreach programs will continue.
National Archives – Fort Worth, TX, facility consolidation:
The National Archives currently maintains two facilities in Fort Worth: a combined records center and archives at John Burgess Drive, and a smaller “storefront” facility at Montgomery Plaza. The National Archives will permanently close the Montgomery Plaza facility in FY 2016. All employees at the Montgomery Plaza location will move to John Burgess or telework locations. No original records are stored at Montgomery Plaza, and researchers will have continued access to archival records through the research room at John Burgess Drive.
What’s at National Archives facilities for family history researchers? Learn more here.
Family History Episode 40: How to Start a Genealogy Blog, Part III: Step by Step
Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished July 15, 2014
Download the Show Notes for this Episode
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 40: How to Start a Genealogy Blog, Part III: Step by Step
In the last two episodes you’ve been hearing from experienced genealogy bloggers about family history blogging. I hope it piqued your interest and got you thinking about the possibility of doing it yourself. As we’ve discussed, it’s a great way to share your experiences with other researchers and potentially connect with long lost relatives.
Well in today’s episode I’m going to walk you through setting up your own family history blog step-by-step. By the end of this episode you could have your own family history blog up and running and sharing your enthusiasm about genealogy with the world. How does that sound? Are you willing to give it a try? And even if you’re not looking to start blogging today, listen in and plant the seeds for the future.
From the Mailbox:
A long-time listener wrote in this last week about the recent blogging episodes:
“The Transcript software mentioned by Denise Levenick looks great – I downloaded and installed it this morning. I am giving a brief software demonstration at the Greater Portland Chapter of the Maine Genealogical Society’s 30th Anniversary Celebration tomorrow and I am going to let people know about this product.
Episode 38 and Episode 39 have really got me thinking about starting my own blog. It won’t be easy with my 50 hours plus a week civil engineering job, but your podcasts have motivated me. Thank you!” -Will Haskell, Listener to All Your Podcasts
Transcript software is really cool: download the most recent version for free here. And that’s just one example of the kind of great tech tips that Denise Levenick blogs about at The Family Curator Blog!
Follow-up: when republishing this episode, we were curious about whether Will ever started a blog. He did! It’s very cool! Find Will’s Genealogy Blog at http://wchgenealogyblog.blogspot.com/.
Also, listener Anne-Marie had some questions about how to make progress with her Maw-gee research, specifically how to track down their immigration records. She wrote in again to say that she’s going to follow up on our suggestions and let us know what she finds. But she also had some comments about my interview with genealogy blogger the Footnote Maven (Episode 38):
“I have begun listening to Family History and Genealogy Gem podcasts from the beginning again. When I listened the first time I was so novice that I did not always understand what I was hearing. It’s great to have this audio reference guide.”
How to Start a Genealogy Blog: Step by Step
Now before we get started on created your blog let me just say that there are probably countless websites for setting up blogs and certainly countless ways to go about it. My goal in the approach that I’m going to take is to get you up and running in a short period of time for free. This is a great way to get your feet wet, see if it’s for you, and if you decide to get more elaborate with it later you can always do that.
1. Decide what the purpose of your blog is.
When it comes to a genealogy themed blog there are still lots of options – so here are some ideas:
- A Research Log
- A Surname Focus
- Family Traditions, Family Recipes, Photos
- Genealogy News
- Focus on a certain record type
- Provide beginner education
- Interviews with relatives
- History of an ancestor’s home or community
- Have a general all purpose blog
- Follow a pattern for each day
And remember the Footnote Maven’s good advice – You can’t be an expert in everything, so don’t even try. To me a good way to stay out of that trap is to stay narrowly focused. If you find yourself having to be an expert in everything you’re blog theme is probably too broad. And of course, be yourself. Do what you do best!
2. Use Blogger (http://www.blogger.com) to create your blog. It’s free, and easy to use.
Blogger is owned by Google so if you already have a Google account than you’re one step ahead of the game. If not that’s the first thing you’ll need to do. Then click “Create Your Blog Now.”
Note: As on any website, the organization and features of Blogger change over time. The following description was current at the time of publication. Use this following descriptions and concepts to guide you through the current version of Blogger.
Name your blog. Of course, the name should reflect what your blog is about, but it’s also good to think of one that is catchy, and one that you can get the URL address for. The URL name you pick has to be something that isn’t already being used, so it might take a few tries.
How to Name Your Blog:
- Type in the Title Field
- Type the URL you want in the “Blog Address URL” field
- click the Check Availability link to see if it is available
- Type in the word verification code
- Click the CONTINUE button.
3. Select a Design Template:
- Scroll through the design templates and pick one you like
- Click the select button
- Click the CONTINUE button
- You’ll get a page that says Your Blog has been created!
- Click the orange arrow that says START BLOGGING.
There are a couple of more things we’ll want to do with our blog before we get to the business of actually posting blog articles. First let’s just get familiar with the blog dashboard. This is sort of the “behind the scenes,” an area your readers will never see, but where you will actually do your blogging.
There are 4 tabs along the top: Posting, Settings, Layout and Monetize.
Blog Tune Up: From the Posting Tab….Click the SETTINGS tab. Type up a short description of the blog.
Vocab Word: KEYWORDS
Keywords label your blog so that when readers go searching for a blog to read they will find it. So some good keywords for this new blog that I’m creating would be
- Family history
- Family tree
- How to
Keywords can be single words or a short keyword phrase such as “family history” which readers will very likely be searching for. Blogger allows you 500 characters.
The rest of your options on this Basic Settings page are mostly about how your content will be labeled and found on the internet. You can take a look through the options but in most cases you will want to leave them on their default settings. When you’re done just click the SAVE SETTINGS button at the bottom of the page. And for right now you can leave all of the other types of settings as is as well. There are about 9 different categories within the Settings Tab that you can tweak, but the default settings on these are just fine for now.
4. Add at least one gadget. Click the LAYOUT tab. I love working with this area because this is where you get to customize the layout and the types of gizmos and gadgets that are on your blog. We don’t want to overdo it but there are some really good ones you’re not going to want to miss.
Blogger will automatically add a couple of gadgets to the sidebar of your blog. They are:
- Followers – people who use blogger who subscribe to your blog’s RSS feed.
- Blog Archive – This gadget automatically archives your older blog posts.
- About Me – This is just a place where you can tell your readers a little more about yourself and include your email address if you wish.
To see what other types of gadgets you can add just click the Add A Gadget link in top side box. That will bring up a window with lots of choices for you:
- Search Box
- Slide show
- Video Bar
- RSS feed
- Subscription Links
Each one of these is very easy to use and pretty self-explanatory. But I recommend not overloading your blog. Only include, at least to start, the items you really think your readers would get some value from. Otherwise it can just be annoying distraction that gives readers a reason to leave your blog.
How to Add a Picture Gadget to Your Blog:
- Cick the plus sign on the right hand side of the page for the PICTURE gadget.
- This will bring up a page call CONFIGURE IMAGE.
- Give the image a title
- Type a Caption
- Link to an image on the web OR upload from your computer hard drive.
- (To upload from your computer make sure the “From your computer” button is selected and then just click the BROWSE button. Navigate your way to the location of the photo on your computer’s hard drive and select it.) Once the image appears that means it has been successfully uploaded to Blogger.
- (If you want to link this image to another website, then you will want to type in the address in the LINK field.)
- Click the orange SAVE button and we’re done.
- Now you will be back at your dashboard in the Layout mode. You will see that the top box on the side is now labeled as the title you gave your image.
- Click the blue PREVIEW button at the top and a preview window will open showing how your blog currently looks and it will include the image you just uploaded.
5. Rearrange Your Gadgets on Your Blog. Hover your mouse over the gadget and your cursor will turn into a cross with arrows. Click and grab the gadget and drag it where you want it and drop it in place. Click the PREVIEW button to see how that looks.
Genealogy Blogging Summary
We’ve made a lot of progress on our blog in a very short amount of time. Take some time this week to take the steps we took in this episode:
- Decide on the theme or focus on of your blog
- Get a Google Account and create your Blogger blog account with your chosen name and secure the URL address to go with it.
- Pick your design template
- Add at least one gadget from the choices provided
- And move the gadgets you have so far around until they are in the order you want.
Next week we will finish up this family history blogging lesson with adding a few more gadgets and details, doing a bit of pre-planning for our blog posts, publishing your first article, and then talking about how your readers will subscribe to your blog.
Finally, here’s a link to genealogy expert (and blogging guru) Amy Coffin’s blog post, “Another Jones Surprise or Why Genealogists Should Blog.” Next week’s episode will include handouts on Amy’s great ideas for up to a year’s worth of genealogy blog posts by societies or individuals—you won’t want to miss that!
Episode 218 – It’s All About You
Genealogy Gems Podcast Episode 218
with Lisa Louise Cooke
In this episode, Lisa answers your questions and shares your comments. Hot topics on your minds that are covered in this episode:
- discovering new records online,
- working with other people’s online trees,
- hard-to-locate military records;
- and getting help with early Pennsylvania research
NEWS: GOOGLE EARTH STORIES COMING
“Google Earth to let users post stories, photos in coming years” at DNAIndia.com
Lisa’s FREE Google Earth video class: How to Use Google Earth for Genealogy
The Genealogist’s Google Toolbox, 2nd edition and Google Earth for Genealogy Video Series
Try Google Earth for Chrome (you must use the Chrome browser to access)
Download the free Google Earth Pro software.
NEWS: FAMILYSEARCH REACHES 2 BILLION IMAGES
Why you should have a free FamilySearch account and use it!
How to use the FamilySearch Catalog (it’s free! Everyone should use it!)
Best strategies for accessing content at FamilySearch.org (special podcast episode on the end of microfilm lending)
GEMS NEWS: LISA’S NEW COLUMN IN FAMILY TREE MAGAZINE
Purchase the May/June issue in print or digital download format
Subscribe to Family Tree Magazine: print format, digital download format or get a great price for both!
StoryWorth for Father’s Day: Invite your dad to share stories with loved ones every week, and then get them all bound in a beautiful hardcover book at the end of the year. Go to http://www.storyworth.com/lisa for $20 off when you subscribe. This Father’s Day is actually a gift for you, too!
BONUS CONTENT for Genealogy Gems App Users
If you’re listening through the Genealogy Gems app, don’t forget to check out your bonus content for this episode! The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
MAILBOX: SARA’S FRIDAY RECORD POST DISCOVERY
Click here to view several recent Friday records posts and see what new records have appeared online lately!
Tell Lisa Louise Cooke about your “Friday records post” discoveries or anything else at genealogygemspodcast @ gmail.com or call the podcast voicemail at 925-272-4021.
MAILBOX: ONLINE FAMILY TREE MATCHES
Reviewing tree hints at Ancestry.com
MAILBOX: BACK TO RESEARCH AFTER 10 YEARS!
Lisa’s recommendations to a new Genealogy Gems Premium eLearning member for getting back into the swing of research:
Watch the Premium video, “Take Control of Your Family Tree” (Premium eLearning membership required)
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.
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.
MAILBOX: MILITARY DRAFT REGISTRATIONS
Click here to read about finding military draft registrations
INTERVIEW: JIM BEIDLER ON PENNSYLVANIA RESEARCH QUESTION
James M. Beidler is the author of The Family Tree Historical Newspapers Guide and Trace Your German Roots Online. Learn more Pennsylvania research techniques in his on-demand webinar download, Best Pennsylvania Genealogy Research Strategies.
Click here to read a summary of some of Jim’s tips AND find a collection of links we curated to help you find more Pennsylvania birth records online.
MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Hannah Fullerton, Audio Editor
Lacey Cooke, Service Manager
Disclosure: This page contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!
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