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.
Learn how to find more about your family history in old newspapers at Newspapers.com. In this video Jenny Ashcraft from Newspapers.com joins me. She will share not only her 5 best search strategies, but also some amazing stories and items she’s found that will inspire you!
Limited time offer: use the code “genealogygems” at checkout at Newspapers.com to get 20% off today.
Vital records like birth, marriage and death records are critical for family history research. But newspapers can also provide the stories and the context that helps bring your ancestors experiences to life. Here’s my interview with Jenny Ashcraft from newspapers.com. (Please note: This interview transcription has been minimally altered for ease of reading and clarity.)
Types of Information Found in Old Newspapers
Lisa: Newspapers can require a bit more effort to search than other genealogical records. Before we jump into your search strategies, why you think that newspapers are worth the effort?
Jenny: Newspapers really were the social media of their day. They were the number one source for news.
When the civil war started, people found out through the newspapers. When a huge 1859 solar storm hit planet earth, nobody had any idea why the sky was filled with colorful auroras so bright that the middle of the night turned bright as day, until they read the newspaper. And newspapers reported on local news, like who was visiting from out of town and who was on the sick list. They reported on tragic accidents and deaths and births and marriages and family reunions. Newspapers provide details about your family history. That for me brings such a sense of gratitude. I have learned things about my ancestors through newspapers.com that just amaze me. I stand in awe of the challenges they faced and each time I search, I’m reminded that I drink every day from a well that I did not dig.
Genealogy Gems Found in Newspapers
(2:00) Lisa: That’s so true. I bet you found a lot of gems in your job, which is probably just a dream job for most genealogists, working at newspapers.com. What kinds of things have you found?
Jenny: You’re right, it is kind of a dream job. It’s so fun. Let me share a quick personal story.
My third great grandfather and his brother immigrated to the United States in 1866. They were just 16 and 20 years old. As they were boarding their ship in Germany, the first ship became overcrowded, and hey ushered some of the passengers onto a second ship. In that chaos, these two brothers became separated and ended up on different ships. They would not see each other again for years.
Carl Fink arrived here in the United States alone at just 16 years old. He made his way to Illinois, where he eventually became a farmer. He got married, he had nine children, and I just learned a lot about his life through newspaper articles. He died in 1918. But I had never seen a photograph of him. I have searched newspapers.com, and I thought I had seen every available story about Karl Fink. But one day I came across a photograph, and it was printed in a 1966 paper, nearly 50 years after his death. The photo was originally taken in 1885, and it shows Carl Fink and his four oldest sons with their horses. It was published under a headline Sketches from Yesterday. Well, you can just imagine what an absolute thrill to find the only photograph that I have ever seen of this ancestor!
The Pantagraph, Bloomington, Illinois, 28 Mar 1966, Mon., Page 4
Lisa: That’s amazing! Oh my gosh, you must have been doing a genealogy happy dance all over your house!
Top Strategies for Searching at Newspapers.com
(4:02) You have whetted our appetites! I’d love to hear what some of your best strategies that you use when you’re doing your newspaper research.
Jenny: Well, I think the best thing to do is just start on the homepage. Type your ancestors name in the search box.
Tip #1: Search Name Variations
One thing you have to remember is to use the name as it would have appeared in the newspaper. If your ancestor was named, let’s say Charles Ellis Roper, he may be referred to as:
Chas. Roper
Roper
Ellis Roper
Try all kinds of variations until you find success.
Tip #2: Narrow Results by Location
Next, try to narrow your results by location. Did Charles live in South Carolina? You can narrow the results by the state, the county, the city, even a specific newspaper and you can also filter those results by dates.
Once you have found your ancestor, then the magic begins. The connections just start to flow. Back then families tended to stick together. So, you will often find relatives living nearby.
Tip #3: Search for Female Ancestors
Newspapers are a great way also do identify our female ancestors. As genealogist know, researching women can be hard! They were often referred to by their husband’s names, like in this particular clipping about Mrs. Mitchell and Mrs. John Weamer.
But you know, through my research, I have learned that Mrs. Mary Mitchell is really my direct ancestor who was Mary Miller, she married James Mitchell. In this clipping we learned that she died in the home of her sister, Mrs. John Weamer. Well, I know that this is Martha Miller Weamer, my third great aunt.
Tip #4: Search the Obituary and Wedding Indexes
One of the most amazing ways to learn about our ancestors is through obituaries and wedding announcements. Using machine learning algorithms, Newspapers.com has developed a technology to identify 250 million obituaries, and 67 million marriage announcements in our archives. You may have seen hints for these on your ancestor trees. You can now go to Newspapers.com and search for all of your ancestors in either the obituary index, or the wedding index.
These records are full of wonderful family details and relationships. Let me just show you how this works.
For example, that newspaper clipping talked about Mrs. John Weamer. Well, I know that Mrs. John Weamer is my third great aunt, who was Martha Miller Weamer. So, I want to go to the obituary index and search for Martha.
To do that, I just typed in her name to see what I could find. I came up with 16,000 results. Now that’s going to take some time to go through. But one thing so cool is that we can click on the Result Type filter below the search box and click on Obituaries. Now I’m in the obituary index, and it looks like I got four results. In this case, the dates of the articles are all the same. I found four obituaries for my ancestor Martha Weamer!
Lisa: Fantastic. And can you also click on the map? Will that also narrow the location?
Jenny: Yes. When I first came up with those results for Martha Weamer there’s also a map of the United States. On the map, you will see that there’s different shades of pinks, and reds. This means that the lighter color states has articles mentioning Martha Weamer but maybe a fewer number. In this case there were five in Colorado, and nine in Wyoming. Well, Martha is from Pennsylvania. When I over hover Pennsylvania it tells me that there are 5000 mentions of Martha Weamer. So that state of Pennsylvania has been highlighted as red to show you that there’s a concentration of her name found in newspapers in Pennsylvania.
Lisa: That’s really handy. And it’s also handy if by chance she was from another state originally or had a lot of family in another state because then you there’s a possibility that her obituary could be shared in a newspaper from her previous hometown.
Jenny: That happened all the time. And as a matter of fact, on this woman, Martha Weamer, she actually moved from Pennsylvania to Idaho. And when she died, these obituaries were printed in the Pennsylvania paper where she came from and not in the Idaho papers.
Tip #5: Search for Emigration Details
(9:41) Lisa: One of the things that folks often have trouble with is passenger lists immigration information. Newspapers could be a source for that too, could it not?
Jenny: Absolutely! Newspapers is a great source for that. You know before air travel became more common in the 1950s, ships were the primary mode of intercontinental travel. And one of the most important records we know for tracking our immigrant ancestor is a passenger list. Well, passenger lists include things like the name, their origin, where the voyage originated, a passenger’s birth date, departure date, and arrival date. What is so cool is that you can take those details that you find on a passenger list over to Newspapers.com and learn all types of insights about their journey.
For example, what if you wanted to know Why did my ancestor emigrate? What caused them to come? Well, a search of newspapers might provide insights into events that led to your ancestor’s emigration. For example, if you look in our Irish newspapers, in the 1840s, you’re going to find heartbreaking stories about the potato famine. I found a clipping reporting in a specific parish the number of deaths in that parish. It says, “number of seen to be known to be occasioned by the famine, about 200. And several instances have occurred in this parish, where almost all the members of families being carried off from the effects of the famine.” So, this can help you understand why your ancestor may have chosen to emigrate to begin with.
Lisa: Absolutely! I’ve even had success using the name of the ship and searching for that. The article may not mention my ancestor specifically, but I could find information potentially, about the voyage.
Jenny: You absolutely can. I also love when I have the name of the ship, which is on the passenger list, and I can take that information and the coordinating dates, and start searching for that ship. What was the voyage like? Were there rough seas? Did people die during the journey? Newspapers would often report on conditions of the passage, illness on the ship, weather, and deaths.
Occasionally, we might even find dramatic stories. One of them that comes to mind was the Ocean Monarch. The Ocean Monarch was an immigrant ship that departed from Liverpool in 1848 bound for Boston. During the journey a fire broke out on the ship, and it just started to engulf the ship. The passengers jumped into the ocean, and 180 of them perished. The newspapers are just filled with dramatic survivor accounts. And some of them just broke my heart. I remember reading one about a mother who was clinging to her little baby, hanging onto some debris, as the ship is burning beside her. A wave crested over and she lost grip of the baby and lost the baby into the waves. Talk about bringing a story to life! If this is your ancestor, you can kind of get an understanding of what their experiences were during that voyage.
Lisa: Amazing. Newspapers really are one-of-a-kind sorts of records, aren’t they?
Jenny: They really are because you’re not going to find those kinds of details in a passenger list. They are not going to have interviews with somebody that just landed on the shores, or they’re not going to describe a joyful reunion between a brother and sister. I just read an immigration article just the other day where a brother and a sister reunited in New Orleans. They hadn’t seen each other for 12 years! It describes this joyful reunion and they didn’t recognize each other because it had been so long. These are just wonderful, rich stories that can really help you put together your ancestor’s story.
Lisa: And we could find newspaper articles at the port of arrival as well, couldn’t we?
Jenny: Oh, that is such a great tip. Let’s just think of an example here. If you had an ancestor that arrived in New York City in August of 1906, and you went to the New York papers, you will learn that the city was experiencing a terrible heatwave. It was like 106 degrees. And the New York Tribune reported that there were ships that arrived at Ellis Island. They arrived on a Sunday and Ellis Island port of arrival was closed. So, the passengers had to wait in the sweltering holds of the ship and wait for Ellis Island to open. The paper reported that by the time that Ellis Island reopened the following day, these mothers and children were disembarking and coming out of the holes of the ship and collapsing in the heat. Now, if this is your ancestor, you suddenly have this whole story and narrative. You connect, and you realize the sacrifices and what these immigrant ancestors endured to come and emigrate, and now we stand on their shoulders.
New-York Tribune New York, New York, 07 Aug 1906, Tue • Page 2
(15:54)Lisa: You’re right, where else would you hear that!
Well, I know that you write for Newspapers.com and you help people use the website and learn more about these kinds of stories. Where can folks find you?
Jenny: You can check out our blog, which is called Fish Wrap. If you Google fish wrap, you will find our blog. We try to fill that blog with amazing tips and stories, and things that would be interesting for people who are learning to use newspapers or experienced newspaper users.
Lisa: And everybody can become an experienced newspaper user because you guys have a free trial, is that right? So, they can just go in and sign up for an account and use it for seven days for free?
Jenny: Absolutely. You can sign up for a seven day trial. Check it out, see if you can find your ancestor. See if you can locate some of those gems that will help you break through those genealogical roadblocks. This is a great way to enrich the story that you’re trying to tell with your vital records.
Learn More about Using Newspapers.com with Lisa
I hope that whetted your appetite for using old newspapers for finding your family history. The next step is to join me for a special deep dive into using the website. Genealogy Gems Premium Members can join me for a special live show, which includes the live chat, on February 3, 2022 at 11:00 am CT. It will be followed up by a video replay that members can watch on demand. Look for more details in our next newsletter.
If you’re not a premium member yet, oh my gosh, what are you waiting for? I hope you’ll join us. Just click here to learn more about what we have to offer. It is a full year’s access to all the premium content.
