Doing genealogy research generates a wide variety of research notes: typed and handwritten, audio, photos, video, and screenshots of information on websites. If you want one tool to pull together your current research projects, Evernote might just be the answer. In this video and article you’ll learn the role that Evernote can play, what it is and how to set it up, and your options for using for free or as a subscriber.
Evernote for Genealogy Video Tutorial
In this video and article Lisa Louise Cooke will discuss:
What Evernote is and the role Evernote can play in your genealogy research
Use it for free or upgrade to get all the bells and whistles like OCR and use on all your devices. (We will be compensated if you use our affiliate link. Thank you for supporting this free show.)
Show Notes
In my recent videos on how to avoid research rabbit holes that keep you from your genealogy goals, I mentioned that I use Evernote to capture BSOs or bright shiny objects that are interesting but not what I’m working on at the moment. So in this video I’m going to explain what Evernote is, and how to get started using it.
Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.
Evernote is a:
website
software program for your computer (Win & Mac) that you download for free from their website
mobile app (iOS & Android): search for Evernote in your device’s app store
a web clipper for your computer’s web browser
Benefits
Genealogy can get a big messy. Information can be gathered from countless sources and in a variety of forms. You could funnel things through a cloud service like Dropbox. However, because Evernote is a note taking app, it offers unique and super helpful features:
Create all types of notes
From all of your devices. Thanks to Cloud synchronization you can take a note on any device and always have access to the most current version. (Free mobile app)
Web clipping – It allows you to clip items from the Internet (rather than saving entire bulky web pages),
OCR technology makes notes (such as newspaper articles) keyword searchable (subscription)
Data like URLs and the date you created the note is automatically included
No total storage limit, just monthly upload
You can use it for free, and upgrade for all the bells and whistles.
Install the software on your desktop computer (Windows & Mac)
Download the web clipper to your browser (app store or Google it)
Download the free Evernote app to your mobile devices from the iTunes App Store or Google Play
Features & Costs
(Subject to change. Visit evernote.com/compare-plans)
Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.
Software Home Layout
Evernote’s Home view gives you a summary of what you’ve got going on in Evernote. If Home is new to you and you don’t see it, simply head to the left Navigation menu and click Home.
Home gives you a place to sort of summarize what you’ve got going on in Evernote. It also allows you to add more personalization.
A fun way to personalize Evernote is by adding a background image. Click Customize in the upper right corner, and then click the Change Background button. Here you can add a preset image or add your own.
By default, Home comes with widgets such as:
Notes (highlighting your most recent notes, and Suggested notes based on your activity)
A Scratch Pad
Recently Captured items by type (web clips, images, documents, audio and emails)
While you’re in Customize mode, you’ll see additional available widgets like:
Calendar (allowing you to sync your Google calendar with Evernote)
Filtered Notes
Notebooks
Pinned Notes
An additional Scratch Pad
Shortcuts
Tags
Tasks
We’ll explore some of these further in a moment. But first, let’s create our first note!
All Notes View – SnippetView:
Left column = your files and organization
Center column = search for notes
Right column = the note you are currently working on
Change the layout by clicking the View Options icon (in SnippetView it appears at the top of the search column). This will give you a variety of layout options.
Change what appears or is hidden from view, and whether the view is dark or light by clicking View in the menu.
Notetaking 101
Create a note by clicking the New Note(+) button at the top of the screen.
Creating a new note is as simple as starting to type. Evernote saves your work instantly and without any extra effort on your part. Notes are saved in “the Cloud” on Evernote’s servers. This means all of your notes are automatically backed up. In addition, all of your notes will sync across all of your various computing devices. And Evernote facilitates sharing notes with others for research collaboration.
Click the Info icon at the top of the note to see the meta-data for that note. You can add and edit this information.
Types of Notes:
Typed
Sketched
Photos
Attachments
Video
Audio
Note Info has changed and can now be found by pressing Control + Shift + I on your keyboard, or clicking the More Actions (3 dots icon) in the upper right corner of the note and selecting Note Info.
Tagging is the Key to Organization
Add a tag based on important keywords associated with the note.
Examples of tags for genealogy:
Surnames (Cooke, Moore)
Record types (birth, census, land)
Locations (Indiana, Germany)
Time frames (1900-1909, 1910-1919)
Tasks (pending, add to database, follow up, etc.)
To tag a note, click Add Tag at the top of the note and select a tag from your list or add a new tag. Tags will appear in the left column. Click any tag in the left column to retrieve all notes with that tag.
Evernote Tasks
In June of 2021 Evernote added a Tasks feature. It operates just a little differently than how I’ve been using tasks. Evernote tasks are:
To Do Items
Note Specific (versus a tag which can retrieve all notes with that task)
Often Deadline Driven
Assignable to Others
Searchable
Where is the Trash?
You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.
Notebooks
Notebooks take organization a step further. I create notebooks sparingly. I use them to divide Evernote up into workspaces: Genealogy, Personal, Business, etc. I also use them for long-term and collaborative research projects that I may want to share with others. You can drag and drop notebooks on top of each other to create Stacks, although Evernote only allows one level of stacking.
How to create a new notebook:
In the menu select: File > New Notebook
Name the new notebook in the pop-up window
Select notebook type – usually you would set it up to synchronize, but you do have the option to have the notebook reside only on the computer it was created by selecting Local
The Cloud and Synchronization
Notes are saved on your computer and in the Cloud on Evernote’s servers. This means all of your notes are automatically backed up, and also accessible from your account on their website. Your notes will sync across all of your computing devices that have Evernote installed. There’s no need to manually sync with the new version. It happens automatically whenever you’re connected to the internet.
Web Clipping
As you visit webpages, you can clip just the portion of the page that you want to remember and keep rather than printing the page or bookmarking it. You can type the source citation directly into the note. Clippings appear as images in the note.
How to clip a screenshot using the computer software:
Right-click on the Evernote icon in your computer task bar.
Select Clip Screenshot.
Use the cross-hairs to draw a box around the desired content.
Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
In Evernote click on the note to type additional information if desired.
How to download the free Evernote web clipper for your web browser:
Go to: evernote.com/webclipper
The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
Sign into your Evernote account in the clipper.
Using the Browser Web Clipper:
When you visit a web page and find something that you want to clip, click the Evernote Web Clipper (elephant) icon in your web browser. The browser web clipper can save:
a full page (even the parts out of view)
an article
a simplified article (removing unwanted graphics and text not pertaining to the article)
a screenshot (where you precision clip with cross hairs)
a bookmark
As you clip you can select which notebook to file the note in and add any desired tags. It will also include the URL in the note header.
Search and Retrieval
Type a keyword into the search box and Evernote will locate and display notes that contain the keyword in the center column. This includes typed text from a website clipping or image, as in the example above. With a subscription, OCR technology makes it possible for you to search for words in Evernote to retrieve notes that include those words, both on the clipped image and in printed handwritten text.
If you may fit the description of a “genealogy hoarder,” you should read this letter from Roland. He shares a powerful story about being generous with our genealogical treasures. (P.S. Sharing family history items can also help you declutter your genealogy files!) I...
New genealogical records continue to pour on line. This week we’re highlighting the latest from FamilySearch and MyHeritage. We’re crossing our fingers that the records you’ve been waiting for are among them. Happy searching!
FamilySearch New Records
SALT LAKE CITY, UT—FamilySearch.org added over 8 million new, free,historical records from WWII Draft Registration Cards(1940-1947) and Lincolnshire, England, Parish Registers (1538-1990). The military records are from California, Kansas, Montana, Oregon and Texas. More indexed records were added from Australia, Finland, France, Netherlands, Peru, Poland, Sweden, and the United States.
Historical Books – Index of Authors and People Mentioned, 1811–2003
Description: An index of persons mentioned in various English-language public domain books as well as the names of authors of these publications. This collection of 494 million records is an index of persons mentioned in various English-language public domain books as well as the names of authors of these publications. The number of digitized books is over 3 million. The following searchable information can be found in most records in the index: the title and the year of publication, name of the author(s), birth and death year of the author(s), the names of all the individuals mentioned in the publication, the publisher, and the subject(s) of the publication.
Number of Records: 494,096,291 records in 3,024,213 books
Authors of Scholarly Articles
Description: Names of authors of millions of scholarly articles. This collection of 272 million records includes the names of authors of millions of scholarly articles. Authors’ names are collected from over 50,000 journals and open-access repositories from all over the world. Records typically include the given name and surname of authors and co-authors, the article’s title and date, the name of the journal, and the name of its publisher. For some of the articles, a link is provided to view the article online.
Number of Records: 272,046,994 records
VITAL RECORDS
Texas Marriages and Divorces
Description: An index of marriage license applications from all counties in the state of Texas for the years 1966 to 2016. This collection was updated and now contains 26 million records.
Number of Records: 26,591,435 records
France, Military Death Index, 1914–1961
Description: An index of death records of individuals who died fighting in the French armed forces, members of foreign armed forces who died fighting in France, and civilians who were killed in France.
This free collection of 5 million records is an index of death records of individuals who died fighting in the French armed forces, members of foreign armed forces who died fighting in France, and civilians who were killed in France. The majority of the records pertain to the First World War, although there are also records from the Second World War, the Franco-Prussian War, and various other conflicts that occurred in France or that involved the French armed forces. Records may contain the following searchable information: first and last name of the individual, date and place of birth, date and place of death, burial place, and the first and last names of the individual’s parents and spouse.
The following information may also be found in most records: rank and regiment, company, conflict, military decorations, additional notes on locations, and the individual’s family situation.
Number of Records: 5,332,260 records
Germany, Hesse Marriage Index, 1849–1931
Description: An index of marriage records from several communities that are within the state of Hesse in Germany.
This collection of 4.77 million records includes marriage records from several communities within the state of Hesse in Germany. Marriages were usually recorded in the bride’s place of residence. When the information is available a record will include the groom’s given name and surname, age or birthdate, birthplace, residence, occupation, marriage date, and information about the groom’s parents. A record will also include the bride’s given name and surname or maiden name, age or birthdate, birthplace, residence, occupation, and information about the bride’s parents.
Starting in 1874, the state mandated that new local civil registry offices be responsible for creating civil registers of birth, marriage, and death records in the former Prussian provinces, among them many communities in Hesse.
Number of Records: 4,770,560 records
Germany, Hesse Birth Index, 1874–1911
Description: An index of birth records from several communities that are within the state of Hesse in Germany.
This collection of 3.78 million records includes birth records from several communities within the state of Hesse in Germany. When the information is available a record will include the child’s given name, the date of a birth, and sex. Information about the mother includes given name, maiden name, last name, address, and spouse. Information is also provided about the informant. An informant was often the father of the child or a midwife.
Number of Records: 3,784,938 records
NEWSPAPERS
This is the next installment in our U.S. newspaper collections. We have added 14.6 million pages from nine states: Florida, Wisconsin, Kansas, Texas, Montana, Minnesota, Illinois, and Tennessee. The newspapers in this update range in date from the late 19th/early 20th century to 2009.
Newspapers are an important resource for genealogy and family history research as they contain obituaries and other vital record substitutes such as birth, marriage, and death notices. Additionally, society pages and stories of local interest contain rich information on activities and events in the community and often provide details about the persons involved.
Before vital records were recorded by city, county, or state governments, local newspapers often published articles listing or detailing these events. Obituaries contain vital and biographical information on the deceased as well as his or her family and relatives.
Society pages began as a way to entice readers with gossip and news about the wealthy and famous but soon evolved to cover the goings-on of “average” citizens. An incredible array of information can be discovered in these society pages or sections from seemingly mundane notices and reports on events such as parties, job changes, hospital stays, and social visits by friends or relatives. These pages are a source of historical events that are unlikely to exist in any other record.
Coverage and completeness in this collection varies by title.
Florida Newspapers
Description: This collection is a compendium of over 8 million newspaper pages from 25 newspaper titles published in various cities and towns in the state of Florida. Time frame: 1901 to 2009. Number of Records: 8,084,846 pages in 25 newspaper titles
Illinois Newspapers
Description: This collection is a compendium of newspapers published in various cities and towns in the state of Illinois. Time frame: 1840 until 2009. Number of Records: 83,452 pages in 14 newspaper titles
Kansas Newspapers
Description: This collection of 1.4 million newspaper pages is a compendium of newspapers published in various cities and towns in the state of Kansas. Time frame: 1869 to 2009. Number of Records: 1,473,037 pages in 39 newspaper titles
Minnesota Newspapers
Description: This collection is a compendium of newspapers published in various cities and towns in the state of Minnesota. Time frame: 1902 until 2009. Number of Records: 92,171 pages in 26 newspaper titles
Montana Newspapers
Description: This collection is a compendium of newspapers published in various cities and towns in the state of Montana. Time frame: 1890 until 2009. Number of Records: 155,210 pages in 94 newspaper titles
Oklahoma Newspapers
Description: This collection is a compendium of newspapers published in various cities and towns in the state of Oklahoma. Time frame: 1927 to 2009. Number of Records: 521,793 pages in 14 newspaper titles
Tennessee Newspapers
Description: This collection is a compendium of newspapers published in various cities and towns in the state of Tennessee. Time frame: 1870 until 2009. Number of Records: 66,994 pages in 8 newspaper titles
Texas Newspapers
Description: This collection of 1.2 million records is a compendium of newspapers published in various cities and towns in the state of Texas. Time frame: 1848 to 2009. Number of Records: 1,254,230 pages in 33 newspaper titles
Wisconsin Newspapers
Description: This collection of 2.8 million newspaper pages is a compendium of newspapers published in various cities and towns in the state of Wisconsin. Time frame: 1884 to 2009. Number of Records: 2,887,946 pages in 3 newspaper titles
Searching all of these collections in MyHeritage SuperSearch™ is free, but a Data or Complete subscription is required to view the full records, save them to your family tree, and fully access Record Matches. Our Record Matching technology will automatically find relevant historical records revealing new information about any ancestors who appear in these records.
The FREE Family History: Genealogy Made Easy podcast series teaches genealogy for beginners with step-by-step, hands-on help at a friendly pace!
“Which podcast is best for beginning genealogists?” This question recently came from our reader and listener, Beverly.
It cued me to remind everyone about my FREE Family History: Genealogy Made Easy podcast! I created it for beginners to help them get started in a fun and easy way, and for more advanced researchers who want to brush up on their family history research skills in a step-by-step fashion.
Are you new to podcasts?
A podcast is like an online, on-demand radio show. You can listen whenever and wherever you want because they are recorded! Here’s a link to frequently asked questions about podcasts.
After you get started, enjoy the back episodes of the free Genealogy Gems Podcast for tons of additional ideas and strategies. The easiest way to listen is through the Genealogy Gems app available for Apple, Android and Windows.
More Gems: Genealogy for Beginners
We really want you to see Genealogy Gems as your guide through the fun and fascinating world of family history. That means in addition to our podcasts, we write loads of how-to articles just for you. To get instant access to all of our blog posts just right for beginners, click ARTICLES in the menu and select any article. On every article page there is a Categories menu. Click the down arrow, and click Beginner. On your screen you will see all of our Beginner articles in chronological order starting with the most recent.
