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!
Genealogy Gems Podcast Episode 232
Genealogy Gems Podcast Episode 232
with Lisa Louise Cooke
August 2019
Listen now, click player below:
Download the Show Notes PDF in the Genealogy Gems Podcast app.
Please take our quick podcast survey which will take less than 1 minute. Thank you!
In this episode:
- Exploring what you can do to go deeper in your genealogy research for a more accurate family tree with Elissa Scalise Powell
- Irish genealogy podcaster Lorna Moloney, a professional genealogist with Merriman Research, discusses Irish genealogy.
Mailbox
Marcia Finds Treasure on eBay
“I recently remembered your idea of searching for family related things on eBay.
My grandfather and his brother both worked as agents for the Wrought Iron Range Co. of St. Louis. They sold excellent quality wrought iron stoves and my great uncle did very well there as a supervisor.
I did a search for the Wrought Iron Range Co on eBay and immediately pulled up a history of the company, an advertisement for the range and a metal they gave away. I bought them all!
However, the best goodie which I am still bidding on is a “salesman’s sample Wrought Iron Range stove about 12 inches tall and 14 inches long in color and with all working parts.
(Photo: The stove Lisa inherited from her grandmother.)
I may not win the bid, but I am thrilled with what I found.
This will bring my grandfather’s occupation to life for my great nephews!!!!”
More eBay Research Strategies on Genealogy Gems:
- Learn more about eBay alerts in Genealogy Gems Podcast Episode 140.
- Genealogy Gems Premium episode 76
- Genealogy Gems Premium episode 16
- Learn more here about Genealogy Gems Premium Membership
Steve Shares a New German Translation Resource
“I came across a new site that you might like to inform your listeners about. It is very new and just getting started, so I know they would appreciate a mention.
The name of this new site is “German Letters in Letters” [germanletters.org]. What they are doing is trying to collect letters written between German immigrants to the US and their relatives back home in Germany.
You can very easily submit scanned copies of any letters you have and the really neat thing is that they will post them at their site. Once they post them, they are asking for translations by any volunteers. So, this is an excellent way to have any letters in your possession to be translated….. for FREE!
I was given about 30 letters written to my GG grandfather, Johann Bernard Husam, who immigrated to Adams Co., Illinois about 1855.
They are from his siblings, nieces, and a nephew back in Germany. They range from 1866 to the early 1900s.
I scanned them and they are now on this site. I was given these letters by great granddaughter-in-law [my aunt] who spoke German as she had grown up in the Sudetenland area of Czechoslovakia. She had escaped Czechoslovakia at the end of WWII before the Russians invaded. She, thankfully, had translated all of the letters.”
Resource:
Learn more about German research from these articles at Genealogy Gems.
What Ann Likes About the Podcast
Hi, Lisa, I’d love to say that your podcast has helped me with a genealogy brick wall but at this point I’m only a “drop-in genealogist,” figuring that I’m the only one in the family interested at this time (working on one grandson though, because I think he’d be a real asset) in finding and preserving family stories.
I do research in fits and starts. But, I do love your podcasts. I’m catching up on back episodes now and recently listened to one that started with you describing a granddaughter’s first Christmas coming up.
It reminded me of one of the best things about your podcasts – it’s like you’re sitting in my living room with me, having a cup of tea, discussing your stories and tips and tricks to help with mine.
Thank you so much for all the information, and for your casual, personal, yet professional style!”
Kristine is No Longer a “Cooke-Cutter” Researcher
“I just retired and guess what is first on my list of things I WANT to do? 🙂 I jumped in with both feet listening to your Premium podcasts and realized a few times that I am the ‘cookie-cutter’ researcher. But, no more. You are the Captain of my ship now. Thank you!
After binging on your podcasts the last two weeks, the first bit of advice I took was changing the way I searched on Newspapers.com. My family’s everyday life’s treasures were buried in the pages of the local news! You made me take a second look after I dismissed the possibility of ever reading about them.
Thank you so much for your dedicated work on behalf of all the genealogists. My Premium subscription will NEVER run out. When a family member says “I don’t know what to get you” I’m prepared to solve that dilemma!
Warm regards,
A listener for life”
Resource:
Read Lisa’s article called A Shocking Family Secret and 3 Powerful Newspaper Search Tips
This podcast is sponsored by:
GEM: Overcoming Shallow Research with Elissa Scalise Powell
About today’s guest:
Elissa Scalise Powell, CG, CGL, is co-director of the Genealogical Research Institute of Pittsburgh (GRIP); past-president of the Board for Certification of Genealogists, and 2017 She won the Association of Professional Genealogists Professional Achievement Award. She is a Certified Genealogist®, and Certified Genealogical LecturerSM. You can reach Elissa at Elissa@PowellGenealogy.com. (Thank you to Elissa for contributing notes for this episode.)
The Genealogical Proof Standard (GPS)
The Genealogical Proof Standard was created to help genealogists gain confidence in their research conclusions by providing criteria that can be followed. A genealogical conclusion is considered proved when it meets all five GPS components.
The 5 Components of the GPS
- Reasonably exhaustive research – This type of research emphasizes original records that provide the information for all evidence that might answer a genealogist’s question about an identity, relationship, event, or situation
- Complete, accurate citations to the source or sources of each information item contributing—directly, indirectly, or negatively—to answers about that identity, relationship, event, or situation
- Tests—through processes of analysis and correlation—of all sources, information items, and evidence contributing to an answer to a genealogical question or problem
- Resolution of conflicts among evidence items pertaining to the proposed answer
- A soundly reasoned, coherently written conclusion based on the strongest available evidence
Resource
The book Genealogy Standards by the Board for Certification of Genealogists provides a standard by which all genealogists can pattern their work.
About Sources
Some sources are considered “Low-hanging fruit.” They can be described as:
- straightforward research
- easily accessible
- record type is easily understood
- document states the fact desired
Many times, genealogists will need to stretch and reach for harder to find sources. These types of sources are:
- not straightforward
- possibly unknown to you at this time
- not easily accessible
- time-consuming to explore
- take study to understand it
- not self-explanatory
Elise’s Examples of the Pitfalls of Shallow Research
- Believing that family stories have been accurately passed down in all details.
- Believing that official documents are always correct.
- Believing that published records, especially transcriptions or abstracts, are faithful representations of the original.
- Premature conclusions can come back to haunt us.
- Disregarding ill-fitting evidence can create brick walls.
- Careless citation practices do not give us the tools we need for analysis.
- Researching and understanding historical context is crucial to solving problems.
- Barriers requiring expertise beyond our own should not hamper the research process.
- Assuming there is only one record and suspending research when the first one is found.
- Assuming that details are unimportant, or not noticing them at all.
Elissa also points out that when we do shallow research, we can actually do more harm than good. Shallow genealogical research:
- Doesn’t allow our ancestors to reveal themselves or their reasons for actions
- Puts them in the wrong time and place
- Can create wrong kinship ties
- Misleads future researchers
- Causes brick walls
- Wastes our time
- Does a disservice to our current family and descendants
GEM: Irish Genealogy with Lorna Moloney of Merriman Research
While speaking at THE Genealogy Show conference in Birmingham England in June of this year I got a chance to sat down for the first time with Lorna Moloney host of The Genealogy Radio show which is produced at Raidio Corcabaiscinn. It airs live on Thursday at 4p.m. and is podcast (click here for episodes). Lorna runs Merriman Research which is dedicated to bringing educational solutions and resources to a wide audience.
Lorna’s website: www.traceyouririshroots.com
Photo: Lisa and Lorna at THE Genealogy Show in Birmingham, England in 2019.
The Genealogy FAN Club Principle Overcomes Genealogy Brick Walls
Another brick wall…busted! We all have trouble spots in our family history research. Sometimes, we just need a little help breaking through. Here’s a tried-and-true method for using the genealogy FAN club principle to overcome brick walls in your family history research from guest author Amie Bowser Tennant.
A FAN club stands for Family, Associates, and Neighbors. Using the FAN club principle is a process in which genealogists identify a list of people (family, associates, and neighbors) that lived and associated with a given ancestor. By researching these other people, you may flesh out some new hints for your own research. Ultimately, identifying our ancestors FAN club is an effective tool for overcoming brick walls in genealogy research.
Renowned genealogist and author Elizabeth Shown Mills, coined the phrase “FAN Club” for genealogical purposes. She points out the significance of not only searching records for an ancestor’s surname, but also paying attention to documents about the ancestor’s “FAN Club” (Friends, Associates, Neighbors). Historical information, she says, is like real estate: the true value of any piece of information is unknown until it is put into community context. Learn more in Elizabeth’s “QuickSheet: The Historical Biographer’s Guide to Cluster Research (the FAN Principle).”
Step 1: “F” Stands for Family
Searching out other family members may prove helpful. Like in the case of Michael Knoop of Miami County, Ohio, I noticed there was another man in the county named Jacob Knoop. What was even more unique is both Michael and Jacob were born in New Brunswick. How unusual, I thought! Two men with the same last name, both born in New Brunswick, living in a small, farming area in Ohio! They had to be related, and they were. Jacob was Michael’s older brother.
Because I was having trouble finding when Michael had come to America, I traced Jacob instead. I located the passenger list with Jacob’s name on it and in doing so, I viewed all the passengers and found Michael, their mother, and lots of siblings!
Image above: Creating a FAN club with Family
In the case of Catherine Fearer Coddington, wife of James Coddington, I was having difficulty finding who her parents were. By searching for other Fearer individuals in the area, I discovered a biographical sketch on a John Fearer, Jr. Historical Encyclopedia of Illinois, Volume 2, reads:
“In 1836[,]John Fearer [Jr.] brought his family to Illinois. From Wheeling, West Va., the journey was made entirely by water. A landing on the Illinois soil was made at Hennepin. James Coddington, from near the Fearer’s old home in Maryland had already settled north of Princeton, in Bureau County, and later married John Fearer’s sister Catherine. The family found a home at Coddington’s until Mr. Fearer rented land near by.”
Catherine had a brother! With this new information, I was able to easily trace John’s father to John Fearer, Sr. of Allegany County, Maryland and finally connect Catherine to her parents through a probate record.
It’s easy to see what a powerful strategy researching the relatives of your ancestors can be!
Step 2: “A” Stands for Associates
Creating a FAN club with Associates
An associate could be a business partner, a witness on a document, a pastor, a lawyer, or the man that bailed Grandpa out of jail! Associates are often related. To create a list of associates, you might start gathering all witnesses to vital events, such as baptismal or christening records, marriage records, probate, land, and affidavits.
Were the courthouse records in your targeted area destroyed? Check the local newspapers for clues for possible associates. As an example, Jacob Trostel was a signee and vouched for Harvey D. Wattles’ tavern license. The license and names of the vouchers were listed in the newspaper, too. Eleven other men of the community appear on that petition. Later, Jacob himself petitions for a tavern license. That petition is signed by twelve men: George Filler, Conrad Slaybaugh, Lebright E. Hartzell, William G. Eicholtz, Isaac Yount, Joseph Dull, Isaac Myers, George W. Rex, Daniel Filler, William Harlan, and John Bream.
In both of these examples, relatives of Jacob Trostel had been vouchers. By tracing them, we were able to find out more about Jacob and his family.
Step 3: “N” Stands for Neighbors
Where can we find a list of our ancestors neighbors? A census, of course! When looking at a census page, we look for other people on the page with the same surname as our targeted ancestor. There’s a good chance those folks could also be related. But, your ancestor’s neighbors may also hold rich clues that can help you in your research. Many neighbors intermarried, sold land to each other, and even migrated to new locations together.
Besides looking at individuals listed on the same census page as your ancestor, remember to turn the page! Sometimes, a neighbor is not on the same page as your ancestor, but rather the pages before or after. Just because a person appears directly after your ancestor on the census rolls doesn’t necessarily mean they were neighbors. This only indicates the order in which the census taker visited the homes. You might also be able to identify close neighbors by looking at land ownership maps for the area. In this way, you can easily identify who lived near-by.
If you are having difficulty determining where your ancestors came from, researching the neighbors may give the answer. Many neighbors migrated together. Always check at least one page before your ancestor and one page after your ancestor in any given census.
Image above: A FAN Club with Neighbors
Genealogy Fan Club: Comments and More Resources
There are likely dozens of successful ways for creating a FAN club for your ancestor. We would love to hear your examples in the comments below. For even more ways to break through those genealogy brick walls, enjoy these links below.
Read our article Solve Your Genealogy Brick Walls: 3 Tips for Breaking Through!
Even better: Genealogy Gems Premium Members can watch Lisa’s one hour video class Brick Walls: Cold Case Investigative Techniques. In this video you’ll not only learn how to apply criminal cold case strategies to your brick walls, but you’ll also get loads of fresh and innovative ideas you can try right away. If you are not a Premium Member yet, learn more about becoming a Genealogy Gems Premium Member here.