5 Reason You MUST Look at Original Records

Show Notes: When you find family history information online you MUST make every effort to find the original genealogy record so that your family tree will be accurate! There are 5 reasons to find original records. I’ll explain what they are, and what to look for so that you get the most information possible for your family tree.

If you’re a genealogy beginner, this video will help you avoid a lot of problems. And if you’re an advanced genealogist, now is the time to fix things. 

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Show Notes

Downloadable ad-free Show Notes handout for Premium Members

#1 Many online records are simply way too vague.

Records come in many forms. Many genealogy websites consider that each name that appears on a document is a “record” when they’re counting records. So, when you hear that 10 million records have been added to a website, it doesn’t necessarily mean that 10 million genealogical documents have been added. It oftentimes means that that’s the number of names that they’ve added.

One document could have a lot of names. In the case of a death certificate, it could have the name of the deceased, the name of the spouse, the name of the informant, and the names of the parents. Each one of those gets counted as a record.

Recently, MyHeritage announced they’ve added 78 million new records to their website. However, many of these records are simply transcriptions, they’re extracting the information from whatever the original source was. That information becomes searchable, and that’s terrific because they are great clues. So, sometimes when you go and look at the records themselves, it turns out that record really is just a transcription. There is no digital record to look at.

Sometimes the website doesn’t even tell you what the original record was. There will be clues, though. You can use those clues and run a search on those words. So, if it talks about a particular location, or type of record, or the name of the record, you could start searching online and find out where are those original records are actually held. Sometimes they are on another genealogy website. But a lot of times, and I’ve seen this more recently, they are publicly available records, oftentimes from governmental agencies. Very recently, we’ve been seeing more recent records that are just selected text. They may be records for people who just passed away a year or two ago.

There are a wide range of places where these types of records can come from. But if that genealogy website got its hands on the record, chances are you could too. And it’s really important to do that.

#2 What’s important to you might not have been prioritized for indexing.

The indexer is a person, or perhaps even an artificial intelligence machine, who has gone through the documents and extracted information and provided it in text form. Sometimes when you search on a genealogy website, all you’re getting is just that typed text, that transcription, of some of the key data from the original document.

I’ll tell you about one example in my family. I was looking at a 2x great grandmother back in Germany. Her name was Louise Leckzyk. She’s listed as Louise Nikolowski in the Ancestry record hint. Technically, that’s true, she was Louise Nikolowski at the time of the birth of her child. But if you pull up the original record, what you discover is she’s not listed as Louise Nikolowski on the record. She’s listed with her maiden name, which was usually the case in those old German church records. So that’s huge. We’ve talked about how challenging it can be to find maiden names here on the Genealogy Gems channel. So, we don’t want to miss any opportunity to get one. But if we had taken this record hint at face value, and just extracted that information, put it in our database, or attached it to our online family tree, and never looked at the original document, we would have completely missed her maiden name. And that maiden name is the key to finding the next generation, her parents.

#3 Not all information on a record is indexed.

It’s very common for large portions of information on a document not to be indexed. Here’s the reason for that: Indexing costs money. When a genealogy company takes a look at a new record collection they have some hard decisions to make. They have to decide which fields of information will be included in the indexing. Oftentimes, there will be several columns, as in a church record or a census record. The 1950 census was an example of this. There’s so much data that the company has to look at that and say, what do we think would be of the most value to our users? They then index those fields. They’ve got to pay to not only have them indexed, but potentially also reviewed human eyes, or AI. That all costs money.

So, there will inevitably be information that gets left off the index. That means that when you search the website you’re going to see the record result, and it can give you the impression that that is the complete record. But very often, it’s not the complete record. Tracking down and taking a look at the original digital scan of the record is the only way to know.

It’s possible that the records have not been digitally scanned. In the case of public government records, that information may have been typed into a database, not extracted from a digital image. There may not be a digital scanned image. It may be very possible that the only original is sitting in a courthouse or church basement somewhere. It’s also possible that the digital images are only available on a subscription website that you don’t subscribe to.

We need to do our best to try to track down the original document and take a look at it to see if there’s anything else that’s of value to us in our research that the indexers or the company just didn’t pick up on or didn’t spend the money to index.

#4 Different websites potentially have different digital scans of the same record.

Websites sometimes collaborate on acquiring and indexing records. In those cases, they might be working with the same digital images. But oftentimes, they create their own digital scans. That means that a record may be darker or lighter, or sharper or blurrier from one website to the next. So while you found the record on one website, another might have a copy that’s much easier to read.

Digital scanning has also come a long way over the years. Many genealogy sites now are looking at some of the earlier scans they did. They’re realizing that some are pretty low quality by today’s standards. They might determine that it’s worth going back and rescanning the record collection. This happened with some of the earliest census records that were digitized many years ago. It makes a lot of sense, because a lot of time has passed, and technology has certainly changed.

So even though you found information many years ago, it might be worth taking a second look if you have any questions about what’s on that document. You may find that that record is actually a newly digitized image on the same website, or you might find that it’s also available somewhere else.

A lot of the partnerships out there are with FamilySearch which is free. So, while you may have a paid subscription to a site like Ancestry or MyHeritage, if there’s anything that you’re questionable on, or you didn’t actually see the original document from one of those paid websites, head to FamilySearch.org. Run a search and see if they happen to have the digitized images. There’s a good chance they might, and it’s worth taking a look.

Sometimes the genealogy website will have tools that allow you to get a better look at the digitized document. Ancestry is a great example of this. On the digitized image page click the tool icon to open the Tools menu. One of my favorite tools is “Invert colors”. Click that button, and it will turn it into a negative image. Sometimes this allows words to pop out in a way that they were not as clearly visible in the normal view.

I downloaded a digital scan from a website several years ago, and it was hard to decipher. I did some searching and was able to find  a clearer copy on another website.

#5 You can verify that the words were indexed accurately.

Reviewing a scan of the entire document provides you with a lot of examples of the handwriting of the person who made the entry. If you have any doubt about words or spelling, making comparisons with other entries can be extremely helpful.

When I first looked at a baptismal record of my 2x great grandmother’s son, I thought her surname was Lekcyzk. However, after seeing a different digital scan, I started to question that. Having the original record allows me to review the handwriting of the person who wrote these records. Comparing the handwriting of other entries on the page helped me determine that the swish at the top is the dotting of an eye that just had a bit more flourish. I also reconfirmed that the Z in the name is definitely a Z by comparing it to other Zs on the page.  

Bonus Reason: You may have missed the second page.

Some records have more than one page, and it’s easy to miss them. If the indexer took information primarily off of the first page, it may not be obvious when you look at that page, that in fact, it’s a two-page (or more) document. More pages potentially means more valuable information!

It’s also possible that if you downloaded a document years ago when you first started doing genealogy, you might have missed the additional pages. Now that you’re a more experienced researcher, it would be worth going back and looking at particular types of records that are prone to having second pages. Examples of this are:

  • census records,
  • passenger list,
  • passport records,
  • criminal records,
  • and probate records.

If you have single page records that fall in one of these categories saved to your computer, you might want to go back and do another search for them and check the images that come before and after that page to see if there are more gems to be found.

I hope I’ve convinced you to always make the effort to obtain and review original records for the information that you find while doing genealogy research online.

I’ll bet there’s even more reasons to do this, so I’m counting on you. Please leave a comment and let me know what you’ve found following these 5 reasons, and any additional reasons that you have.

Resources

Downloadable ad-free Show Notes handout for Premium Members

 

Pay It Forward in Genealogy: 4 Ways to Give Back to the Community

During this giving season, why not give back to the community of global genealogy lovers who quietly and continually enrich our family history research? Here are 4 ways to pay it forward in genealogy from the comfort of wherever you are! One gem you may not have heard of: the British Library’s project to index old maps.

pay it forward in genealogy

4 Ways to Pay it Forward in Genealogy

1. Help with global gravestone research.

If you’re like me, you’ve probably discovered the final resting places of many an ancestor–perhaps along with important biographical data and even additional relatives–with the help of websites such as BillionGraves and Find A Grave.

BillionGraves says it’s “the world′s largest resource for searchable GPS cemetery data, and is growing bigger and better every day.” Its volunteers take GPS-tagged pictures of headstones in cemeteries around the world and transcribe them for their free searchable database.

How you can help:

  • Image headstones: download the free app to your smartphone from the App Store or Google Play. Take images of headstones in cemeteries you visit, whether it’s your own ancestor’s burial place or a local graveyard.
  • Transcribe personal information found on gravestone images. You can transcribe the images you take or you can visit the site and transcribe images that someone else has uploaded. Click here to get started.
  • Upload additional source documentation to BillionGraves tombstone images, such as obituaries, cemetery records, and the like. You’ll make these virtual gravestone sites even more genealogically valuable! Click here to learn more.

Find A Grave has a slightly different model for collecting global gravestone data. Here you can create free memorial pages for ancestors, which “generally include birth, death, and burial information and may include pictures, biographies, family information, and more.” You can also upload your own headstone images and transcribe them (or someone else’s images), and you can even upload a spreadsheet of cemetery burials you may have already transcribed.

Who’s behind Find A Grave? It’s owned by subscription website Ancestry.com, but it’s a separate, free site powered by volunteers: “Thousands of contributors submit new listings, updates, corrections, photographs and virtual flowers every hour. The site simply wouldn’t exist without the million+ contributors.”

Find A Grave has recently updated its site to make it more secure, faster, easier to use, and accessible to new devices and other languages. More than 100 million graves from over half a million cemeteries worldwide are already searchable at the site. To get started, download the Find A Grave app at Google Play or the App Store, or just visit the website.

2. Transcribe old documents and maps.

Millions–even billions–of digital images of old documents contain genealogical clues, but those names, dates, and places need to be extracted from those image files before they become easily searchable. Transcribing that information is also known in genealogy circles as indexing (or creating indexes). Here are four places to contribute your indexing skills:

FamilySearch Indexing. Thousands of you have likely participated in this best-known volunteer record transcription project out there. (We blogged about it recently in honor of their worldwide weekend indexing event.) Their indexing platform recently became fully cloud-based, so you can index more easily on your computer or mobile device. Volunteers are especially needed right now who can read Spanish, French, German, Italian, Portuguese, Russian, Japanese, Polish, Swedish, and Dutch.

British Library Georeferencing Project. The British Library is recruiting volunteers to help geo-reference thousands of old maps that are already online. Geo-referencing, or geotagging, means assigning geographic reference points (longitude, latitude) to points on a map image. Doing this with old maps allows them to be linked to their modern-day locations, allowing us to compare the past and present (as Lisa teaches about in her free Google Earth video class). Over 8,000 maps have already been “placed” by participants (and subsequently checked for accuracy and approved by their panel of expert reviewers). The latest phase of the project includes 50,000 maps, mostly 19th-century maps from books published in Europe. The British Library says that “some places have changed significantly or disappeared completely,” increasing both the intriguing challenges for volunteers and the value to those who will benefit from their map sleuthing skills.

Ancestry World Archives Project. “The Ancestry World Archives Project is thousands of volunteers from around the world with a passion for genealogy and a desire to help others discover their roots,” says the project home page. “And all it takes is a computer, some basic software we provide and a little of your time.” Even though Ancestry.com itself is a subscription website, any records indexed through the Ancestry World Archives Project remain free to search on the site.

Here’s a screenshot of their current projects (click on it to visit the site):

National Archives Citizen Archivist Program. “A Citizen Archivist is a virtual volunteer that helps the U.S. National Archives increase the online access to their historical records,” reports Melissa Barker in a recent blog post. “This is done by crowdsourcing metadata about their records through tagging, transcribing, and adding comments to the U.S. National Archives catalog.”  Click here to read the full article and get started.

3. Reunite heirlooms with long-lost relatives.

Probably millions of “lost” family items are out there: in flea markets, second-hand shops, online auction listings, perhaps even your own closets or attics. Genealogy Gems has reported many times in the past about genealogy heroes who claim these “orphaned heirlooms” just long enough to research and contact living relatives who would love to find them.

Whether it’s a family bible, an old marriage certificate in a dusty frame, a fading photo album, or a pile of old letters, each “orphaned heirloom” is unique–and so is the experience of tracking down its family and reuniting them. Here are several stories to inspire your next visit to eBay or a secondhand shop:

4. Solve “unclaimed persons” mysteries.

Unclaimed Persons Project“Many people are aware that it can be a real challenge when a coroner obtains a John or Jane Doe, an unidentified person,” writes Lacey Cooke, Genealogy Gems service manager, who has a forensic anthropology degree. “It presents the difficult task of identifying the person. But few people know that in fact the even bigger problem consuming morgues today is unclaimed persons, rather than unidentified ones: individuals who have passed but with no trace of living relatives to come and claim them.”

Lacey is the one who introduced us to the Unclaimed Persons project earlier this year. With Unclaimed Persons, an online community of volunteer researchers joins forces with medical examiners, forensic investigators, and coroners to help reunite families and bring closure so that the dead can finally be laid to rest. Click here to read more about that effort.

How will you pay it forward in genealogy?

Click on one of the opportunities above–or tell us about one you’ve tried–to give back to your genealogy community this season. This largely-invisible community is all around us and enriches all our efforts, from late-night research sessions by ourselves (in records indexed by volunteers!) to local societies who host classes that inspire us or who answer our obituary inquiries and Facebook posts about their locales. If you are already one of those volunteers, THANK YOU. You are a gem and we here at Genealogy Gems are grateful for you.

P.S. You can also “pay it forward” by sharing free content like this from our website with your genealogy friends and society members. Why not link to this post on social media or in an email and challenge those you know to do good in the genealogy world?

 

 

PERSI Adds Thousands of Articles: New Genealogy Records Online

New genealogy records online recently include thousands of articles and images in PERSI, the Periodical Source Index. Also: new and updated Australian vital and parish records, German civil registers, an enormous Japanese newspaper archive, and a variety of newspaper and other resources for US states: AZ, AR, IA, KS, MD, NJ, PA, & TX. 

PERSI thousand of articles new genealogy records online

PERSI Update: Thousands of new genealogy articles and images

Findmypast.com updated the Periodical Source Index (PERSI) this week, adding 14,865 new articles, and uploaded 13,039 new images to seven different publications. PERSI is one of those vastly under-utilized genealogy gems: a master subject index of every known genealogical and historical magazine, journal or newsletter ever published! Click here to explore PERSI.

The seven publications to which they’ve added images are as follows:

Click here to read an article about using PERSI for genealogy research.

More New Genealogy Records Online Around the World

Australia

Parish registers in Sydney. A new Ancestry.com database has been published: Sydney, Australia, Anglican Parish Registers, 1818-2011. “This database contains baptism, burial, confirmation, marriage, and composite registers from the Anglican Church Diocese of Sydney,” says the collection description. Baptismal records may include name, birth date, gender, name and occupation of mother and father, address, and date and parish of baptism. Confirmation records may include name, age, birth date, address, and the date and parish of confirmation. Marriage records may include the names of bride and groom as well as their age at marriage, parents’ names and the date and parish of the event. Burial records may include the name, gender, address, death date, and date and parish of burial.

Victoria BMD indexes. MyHeritage.com now hosts the following vital records indexes for Victoria, Australia: births (1837-1920), marriages (1837-1942), and deaths (1836-1985). These new databases supplement MyHeritage’s other Victoria collections, including annual and police gazettes. (Note: comparable collections of Victoria vital records are also available to search for free at the Victoria state government website.)

Germany

Just over 858,000 records appear in Ancestry.com’s new database, Halle (Saale), Germany, Deaths, 1874-1957. “This collection contains death records from Halle (Saale) covering the years 1874 up to and including 1957,” states the collection description. “Halle, also known as “Halle on the Saale,” was already a major city by 1890. These records come from the local registry offices, which began keeping vital records in the former Prussian provinces in October 1874. “The collected records are arranged chronologically and usually in bound yearbook form, which are collectively referred to as ‘civil registers.’ For most of the communities included in the collection, corresponding alphabetical directories of names were also created. While churches continued to keep traditional records, the State also mandated that the personal or marital status of the entire population be recorded. (Note: These records are in German. For best results, you should search using German words and location spellings.)”

Japan

A large Japanese newspaper archive has been made available online, as reported by The Japan News. The report states: “The Yomiuri Shimbun has launched a new online archive called Yomiuri Kiji-Kensaku (Yomiuri article search), enabling people to access more than 13 million articles dating back to the newspaper’s first issue in 1874. The archive also includes articles from The Japan News (previously The Daily Yomiuri) dating back to 1989. This content will be useful for people seeking English-language information on Japan…Using the service requires registration. There is a minimum monthly charge of ¥300 plus tax, with any other charges based on how much content is accessed.” Tip: read the use instructions at the article above, before clicking through in the link given in that article.

New Genealogy Records Online for the United States: By State

Arizona. Newspapers.com has added the Arizona Daily Star, with issues from 1879 to 2017. The Arizona Daily Star is a daily morning paper that began publishing in Tucson on January 12, 1879, more than 30 years before Arizona became a state. The Daily Star’s first editor was L.C. Hughes, who would later go on to become governor of the Arizona Territory.

Arkansas. The University of Arkansas Libraries has digitized over 34,000 pages of content for its latest digital collection, the Arkansas Extension Circulars. A recent news article reports that: “The Arkansas Agricultural Extension Service began publishing the Arkansas Extension Circulars in the 1880s. These popular publications covered myriad agriculture-related topics: sewing, gardening and caring for livestock among them. Now, users worldwide can access these guides online.” These practical use articles give insight into the lives of rural and farming families in Arkansas, and feature local clubs and community efforts.

Iowa. The Cedar Rapids Public Library has partnered with The Gazette to make millions of pages of the newspaper available online. The Gazette dates back to 1883, and the new database is keyword searchable. A recent article reports that 2 million pages are currently available online in this searchable archive, with plans to digitize another 1 million pages over the next 18 months.

Kansas. From a recent article: “Complete issues of Fort Hays State University’s Reveille yearbooks – from the first in 1914 to the last in 2003 – are now online, freely available to the public in clean, crisp, fast-loading and searchable digital versions in Forsyth Library’s FHSU Scholars Repository.” Click here to go directly to the yearbook archive and start exploring.

Maryland. New at Ancestry.com: Maryland, Catholic Families, 1753-1851 (a small collection of 13.5k records, but an important point of origin for many US families). “Judging from the 12,000-name index at the back of the volume, for sheer coverage this must be the starting point for Western Maryland Catholic genealogy,” states the description for this collection of birth, baptismal, marriage, and death records for the parishes of St. Ignatius in Mt. Savage, and St. Mary’s in Cumberland, Maryland. Find a brief history of Catholicism in western Maryland with lists of priests and a summary of congregational growth. Then find lists of marriages, baptisms, deaths, and burials, and even lists of  those “who appeared at Easter Confession, confirmation, communion, or who pledged financial support for the parish priest.”

New Jersey. Findmypast.com subscribers may now access small but historically and genealogically important collections of baptismal records (1746-1795) and additional church records (1747-1794) for Hannover, Morris County, New Jersey. States the first collection description, “Despite being small in population, the township is rich in history. It was the first settlement established in northwest New Jersey, dating back to 1685, and is situated by the Whippany River.” The second group of records “pertains to an active time in Hanover, with the resurgence of religious revivals kicking off around 1740. The most populous denominations in the latter half of the 1700s were Presbyterian, Society of Friends (Quaker), Dutch Reformed, Baptist, and Episcopal.”

Pennsylvania. The Carlisle Indian Industrial School, located in Carlisle, PA, was a federally-funded boarding school for Native American children from 1879 through 1918. The Carlisle Indian School Digital Resource Center is a project that is building an online searchable database of resources to preserve the history of the school and the students who attended there.

They recently announced a new resource titled Cemetery Information. According to the site, this collection provides “easy access to a wide range of primary source documents about the cemetery and the Carlisle Indian School students interred there.” Available materials include an individual page for every person interred there with their basic information, downloadable primary source materials about their death, an interactive aerial map of the cemetery, and more.

Texas. The Texas State Library and Archives Commission has digitized a series of collections featuring archival holdings from the First World War through the Texas Digital Archive. These collections are:

  • The Frank S. Tillman Collection: “The bulk of the collection focuses on the Thirty-Sixth Division and also features items from the Ninetieth Division, the Adjutant General of Texas, and other Texas soldiers.”
  • General John A. Hulen Papers:”Highlights include correspondence, photographs, and scrapbooks, dating 1887-1960.”
  • 36th Division Association Papers: “The papers include correspondence, reports, military records, and scrapbooks, dating 1857-1954. Records relate to Texans’ experience during World War I, railroads in Texas, and the San Jacinto Monument.”

genealogy giants quick reference guide cheat sheetWhat genealogy websites are you using? Which additional ones should you also be using?

Learn more about the giant genealogy websites mentioned in this post–and how they stack up to the other big sites–in our unique, must-have quick reference guide, Genealogy Giants, Comparing the 4 Major Websites, by Genealogy Gems editor Sunny Morton. You’ll learn how knowing the relative strengths and weaknesses of Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com can help your research. There’s more than one site out there–and you should be using as many of them as possible. The guide does share information about how to access library editions of these websites for free. This inexpensive guide is worth every penny–and may very well help you save money.

Disclosure: This post 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 Genealogy Gems!

Episode 70 – Getting Started Using Evernote for Genealogy

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 tutorial

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
  • How to get started with Evernote
  • Using it for free or as a subscriber
  • Best Practices for tagging, notebooks and more. 

Click here to get started with Evernote.

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.

Give Evernote a try with our link

https://evernote.grsm.io/genealogy
(Using our link helps support the free show. Thanks!)

What is Evernote?

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.

Getting Started with Evernote

  • Sign in for a free account at https://evernote.grsm.io/genealogy
  • 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 2021

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 – Snippet View:

  • 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 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.

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:

  1. In the menu select: File > New Notebook
  2. Name the new notebook in the pop-up window
  3. 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:

  1. Right-click on the Evernote icon in your computer task bar.
  2. Select Clip Screenshot.
  3. Use the cross-hairs to draw a box around the desired content.
  4. Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
  5. In Evernote click on the note to type additional information if desired.

How to download the free Evernote web clipper for your web browser:

  1. Go to: evernote.com/webclipper
  2. The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
  3. The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
  4. 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.

Resources

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here

 

Genealogy Websites: #1 – 4 of our 25 Websites for Genealogy!

VIDEO & SHOW NOTES: In this video, my guest presenter Gena Philibert-Ortega covers 4 of the biggest genealogy websites that are must-have for family history research. This is a great chance for you to discover some new online tools as well as refresh your memory about terrific sites that may have fallen off your radar. This video is part of a 5 part series totaling 25 essential websites for genealogy. 

Websites 1 through 4 of Gena’s 25  Websites for Genealogy

I’m Gina Philibert Ortega, and welcome to 25 Websites for Genealogy, What I’d like to do is talk to you about websites that are must-haves for your genealogical research. 

Some of these websites will be new to you, and others are going to be very familiar to you. In talking about the familiar websites, I want to get you thinking about them differently, explain a little bit more about what you can do at these websites, and how to get the most out of them.

In this series of 25 Websites for Genealogy, we’re going to be looking at websites in different categories. Our first category is the big genealogy websites (#1 through 4). So let’s go ahead and get started!

Download the ad-free Show Notes cheat sheet for this video here. (Premium Membership required.)

Websites #1: FamilySearch

https://www.familysearch.org

The number one website for me is always Family Search. Why is it number one? Well, first of all, Family Search is free. And it’s always nice to find free stuff, right? We want to exhaust what’s free, and what’s available, before we spend money or travel or do anything like that. So for me, the first place you should always go is Family Search.

Learn more: Deep Dive FamilySearch Wiki!

 

Website #2: Ancestry

https://www.ancestry.com

as of the time of this video, Ancestry had 33,000 databases that can help you in your genealogy research! Remember to move beyond the search engine and dig into that Card Catalogue to find all the available gems. 

Learn more about using Ancestry effectively with our videos:

 

Website #3: Findmypast

https://www.findmypast.com

Even though Findmypast is based in England and is heavily focused on British research, you don’t have to have British ancestors to find it useful. It has records from the United States and other countries as well. If you haven’t been using Findmypast, I suggest you go on the website and sign up for a free account. This will allow you to see what they have. You can also go to a FamilySearch center near you and possibly use it for free as many of these genealogy websites have library editions.

You may remember that find Findmypast has PERSI, the periodical source index. Although no longer have PERSI, you can find it at the Allen County Public Library’s Genealogy Center website. Check out our videos below to learn more about using PERSI at the Genealogy Center, and a terrific photo collection at Findmypast. 

Learn more about using Findmypast effectively with our videos:

 

#4: MyHeritage

https://www.myheritage.com 

Like Ancestry and Findmypast, MyHeritage also provides a platform for building your family tree, and has a card catalog called the Collection Catalog featuring over 7000 collections. You can even order a DNA test or upload results from other companies. Use the filters to filter collection, and then by location.

Learn more with our video about 10 of the best features at MyHeritage:

MyHeritage 10 “Don’t Miss” Features You Need

Resources:

Download the ad-free Show Notes cheat sheet for this video here. (Premium Membership required.)

Not a Premium Member yet? Discover the benefits and join today. 

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