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Find Genealogy Apps with the FamilySearch App Gallery

Do you ever wonder whether you’re missing something when you browse iTunes or Google Play  for genealogy apps? Well, FamilySearch has created a space JUST for family history apps: The FamilySearch App Gallery.

According to a FamilySearch press release, the gallery helps people “more easily find the right application from FamilySearch’s many partner applications, or services, to enhance their family history efforts. With just a few clicks, patrons can now begin to search partner apps to find those that meet their specific need.”

For example, you can search the App Gallery by:

  • what the app does (family tree software, find ancestor, photos and stories, charts and tree views and tree analyzing);
  • platform (web, windows, Mac OS, Android, iPhone/iPad and Windows phone);
  • price (free for everyone, one-time payment, subscription, or free trial);
  • language (English, French, German, Italian, Spanish, Portuguese and more);
  • and FamilySearch compatibility (reads from FS, updates into FS or FS account not required).

Remember, the nature of apps is usually very specific. The BillionGraves for Android (or iOS) app, for example, lets you image and index gravestones for the BillionGraves website. But you may not have ever come across some of these apps before–and may find them very useful for your current or future research. For example, Historic Journals lets you run your own indexing project with your own  group. You can tag, index, share or archive historic documents in a public or private environment.

Genealogy Gems Podcast and Family HistoryI’m pleased to report that the Genealogy Gems Podcast app for iOS and Android are in the FamilySearch App Gallery! In case you don’t already know about the Genealogy Gems Podcast app, it brings the free Genealogy Gems Podcast to your smart phone or tablet along with exclusive bonus material. And in January the app celebrated it’s 5th anniversary! In addition to getting access to the show, you’ll also receive access to special features like PDFs with tips and ideas from the show; Genealogy Gems wallpaper; bonus audio and video content; the ability to follow the show on Twitter; and call-in audio comment feature (iPhone only). (Not all features available for all episodes.)

While the FamilySearch App Gallery is a great resource, it isn’t a comprehensive home for ALL family history related apps. And a lot of genealogy-friendly apps aren’t categorized as such in Google Play or the App Store. Learn more about TONS of apps to further YOUR family history in Lisa’s book Turn Your iPad into a Genealogy Powerhouse. This book introduces you to the tablet/iPad way of “thinking” (it’s different than how you use a computer). It gives you an in-depth look at over 65 genealogy-friendly apps, 32 fabulous tips and tricks and links to online videos where you can watch things for yourself. Got a tablet? No problem–apps available in Google Play are included, and the tips include clues about features to look for in your brand of tablet.

Genealogy Gems Podcast Episode 223

Genealogy Gems Podcast Episode 223

Click player below to listen:

 

Bit Players in Someone Else’s Show

If you happen to catch an old episode of the TV Series Buffy the Vampire Slayer, you may be surprised to spot Ben Affleck dribbling down a basketball court in the not so highly acclaimed role of Basketball Player #10.

And you might need to set your popcorn down and rewind while watching Monk from 2006 on Amazon Prime Videos to confirm that indeed you did just see Jennifer Laurence from Hunger Games fame pull off a lion mascot head after a high school game in the infamous role of “Mascot Girl”.

Or how about funny man Jack Black of School of Rock fame in the walk-on part of “Taxi Driver” on the iconic 1980s comedy The Golden Girls.

Yep, at some point we are ALL bit players in somebody else’s show. And that is even more true with old home movies

Your friends, your neighbors and even perfect strangers have likely at some point captured you or someone in your family in one of their own old home movies. And the same is true for your ancestors. As long as film has been around, the chances of someone in your family tree appearing in someone else’s videos at some point in time is actually quite high.

And think about it, when film – or moving pictures – came into being right around 1895, it had the capability of capturing someone born as early as even 1800. That’s a lot of potential generations of your family!

David Haas MD knows this better than most folks. he has experienced first-hand that any one of us may find ourselves, quite by surprise, as the keeper or even the Archivist of film footage that connects to potentially hundreds if not thousands of other people and families. And there’s a very good possibility that yours is one of those families.

Your family could very well indeed be one that has been a bit player in somebody else’s film, and you didn’t even know it. But that’s OK, because thanks to technology, it’s never been easier to find the celluloid that once lay sleeping in a stranger’s attic.

The best place to start our story is how I came to know David Haas.

I’ve been encouraging you through this podcast, my book The Genealogist’s Google Toolbox (which includes an entire chapter devoted to YouTube) and my in-person lectures to turn to online video, and specifically YouTube in search of your family. Long time listener Debby Warner Anderson contacted me to let me know that she had followed my suggestion with dramatic results. She wrote:

“I had interviewed my Dad to get details of his memories and found the 2 YouTube links about the 1945 Macy’s Parade that my father went to and the video about W.C. Handy who my Dad remembered seeing. My Dad was so tickled to see the YouTube videos to go with his memories. It gave my family members and my son a real glimpse in to my Dad’s memories.  Thank-you for the suggestions!”

I clicked the link she shared to an article that she wrote on her blog called Debby’s Family Genealogy. The article called Recording a Family Thanksgiving Tradition described the find in detail and included the video, called Macy’s Thanksgiving Day Parade – 1945.

David Haas MD had uploaded this video to YouTube, and it’s one of hundreds on his YouTube channel under his name David Haas MD. You need only click it and watch just a few moments to be mesmerized. The video, comprised of old home movies, is striking in its color quality, and you instantly feel yourself falling back in time, pulled there even further by the haunting music that serves as the backdrop to this silent film.

I was so taken by how this video, sitting out there for free on YouTube, fit so beautifully into Debby’s family history, helping to bring it just a bit more into focus.

I sat and watched the Macy’s Day parade video all the way through. It was so clear that it was carefully and thoughtfully restored and shared, and that it must have come from someone else’s personal home movie collection.

Clicking on the name of the person who uploaded any video on YouTube will bring you to their YouTube channel. Anyone can have a free YouTube channel by simply signing in with a free Google account and uploading a video. It’s called Creators Studio, and these days it sports an impressive collection of tools that anyone can use to create, enhance and share videos.

Many channels will have only one or maybe a handful of videos. This is not the case with David’s channel. It’s difficult to scroll down the page far enough to get to the end of the impressive video list. Where did all these home movies come from? What motivated him to invest the time to make the available on YouTube?

Literally hundreds of people appear in the 4 ½ minute Macy’s Parade (1945) film: the folks in the parade, the people lining the streets and even the people watching from the fire escapes of the surrounding buildings.

The film was created by William G Whitman Sr. A veteran of World War I, he made his way after the war as a bit of a jack of all trades, and the path eventually got the ball rolling that led to the home movies.

William G Whitman, Sr. was David’s grandfather on his mother’s side. William, his wife Catherine and their 10 year old daughter Catherine who is David’s mother can be found in the 1930 census living in Brooklyn. At that time William says he’s a manager of a store. By 1940 he has followed his passion and is proudly declaring he works in Photographic retail as a photo finisher.

But it was as far back as the year that the Great Depression hit, 1929 that William began capturing his growing family on film. In those early movies David’s mother, Catherine, was just 9 years old. David’s collection of films span from this time period all the way through the mid-1970s.

In the earliest of the home movies which you can see on David’s YouTube channel, William Whitman did what most of us do, take home movies of the people and things we love the most. In those films, David’s mom clearly relishes being in front of her father’s camera. She worshipped her father, who was a bit of a big kid himself.

“My mother always remembered things in a sunny way…it’s very much like the pictures we see on the internet, where people tend to post the most rosy possible pictures.  Often times, I think it’s the same with the home movies. You really have to dig deeper to kind of get the whole story.”

This phenomenon of capturing and sharing the rosiest version of ourselves is nothing new. And as genealogists, we are in the perfect position to leverage old movies like these and dig deeper for the rest of the story. Story is a running theme through William Whitman’s films. You only need to watch a few to see what a keen eye for composition and telling stories that he had. He developed his skill while shooting weddings professionally.

William got his whole family into the act of shooting, developing and editing his films. After his daughter Catherine (image below) married David’s father, he too joined in. William passed his skills and knowledge onto his son-in-law. He soon started shooting film of his own further adding to the collection of home movies.

Catherine Anna Haas
 

Lawrence W. Haas

As with so many genealogical tales, great treasure troves like these films are often found with three part deep digging and one part luck. In David’s case, the path to the treasure starts with the family’s refrigerator. His father used to project the movies onto the white kitchen refrigerator. Many years later, after his parents passed away, he found his father’s movies. But it wasn’t until his Aunt Markie mentioned that there were much older 16mm movies in existence dating back to the 1920s that the rest of the collection was discovered in the basement. David set to work getting them digitized.

David not only discovered that these movies were a priceless find for his own family, he soon realized that they held a vast amount of treasure for many other families in a wide variety of locations. “It really was about the people…they needed to be shared!” He felt a moral obligation to do so, and it soon turned into an obsession.

The Gold Waiting to be Found

And that’s the gold here! If we are all bit players in everybody else’s show, and this show was happening in so many different locations, then there are a lot of bit players out there waiting to be found by their families too, right there in David’s films. While the films of course covered Brooklyn where David’s family lived, they branch out to Queens NY, Ventner NJ, and as far away as San Francisco.

The genealogical value in old home movies is immense. If as researchers we can occasionally shift our focus from ancestors’ names to locations, we could very possibly hit pay dirt and find old films online that include our family.

It was in the town of Suffern, NY that David’s father shot quite a bit of footage, but there’s plenty to be had in many different locations. Once he posted them on YouTube the response was swift.

“Our Suffern – A Remembrance Through Home Movies”.

(This compilation of footage was created to commemorate the 40th Reunion of the Suffern High School Class of 1975. It is 41 minutes in length and premiered on October 3, 2015 at the historic Lafayette Theatre in downtown Suffern, NY.)

The color video Haas family, Mickey Mantle’s 500th Home Run, Yankee Stadium 1967 on David’s YouTube channel garnered dozens of comments from grateful viewers.

His father filmed elements of the game that the news didn’t which viewers appreciated. And some had been at that very game.

We’re Not Getting Any Younger

David stresses that timeliness is important when it comes to sharing old home movies like these. “People aren’t getting any younger” he says, and “Others may have insights you may miss.”

One connection made through sharing the movies on YouTube, that just barely missed making a personal connection, revolved around David’s mother’s younger sister, his aunt Margaret Whitman. She lived in Brooklyn in the 1930-1940s, and there are movies of “Markie” with her friends. One film from the 1930s included her good friend Charlie Russell. (Watch below starting at about the 30 second mark.) A few years ago, David received a message from a Charlie after he saw one of the videos! Sadly, he made the connection literally a week after Markie passed away at the age of 89. “If I could have made this connection 6 months earlier it would have been so wonderful for both of them. By then all their other friends had passed away.”

Another viewer who was touched by the films was a woman who saw herself walking around the Suffern swimming pool with her mother. It was priceless to her since her parents later died in an airplane crash and she had few photos of them. That was one of many stories.

“There was a little league game that my father filmed in Suffern, and there was a young boy who struck out, and as he was walking off and one of the coaches kind of patted him on the butt, sort of saying “good try, good job”, and then the game was over and they were all kind of hugging each other because they won the game. And this young boy ended up seeing the film now, I guess 50 years later. His father had passed away not long after that little league game, and here he was seeing his father who was his coach, encouraging him after he struck out. And again, he said he couldn’t speak for hours. It was just amazing.”

Another woman even found her parents in one of the videos on Coney Island where they ran a pony ride with her grandfather!

David’s willingness to share his family’s treasure trove of home movies put him in a unique and unexpected position to touch many people’s lives in truly meaningful ways. The only difference between him and many others who have even just a few spools of film is that he took action to share them. And along the way, he learned some important lessons about what makes film so distinct in its value. It’s those unique characteristic that told him more about his own family. “What I’ve learned is that photographs are powerful, but there’s nothing like moving images”.

David’s father had captured the moments of other people’s lives while filming his own. David didn’t use to be interested in genealogy. His father, however, was obsessed with it. But now, David finds that he is grateful to be able to pull the genealogy back out and reconstruct who the people are in the movies.

It’s a word so often associated with genealogy – obsessed. David’s father became obsessed with it and now David has become obsessed with processing and making available his cache of his father’s and grandfather’s home movies. This has in turn gloriously ensnared him in the world of genealogy.

David hopes by sharing his story of how these videos have impacted and continue to impact the lives of strangers from around the world, it will inspire all of us who have a few reels of old family movies to make it a priority to get them digitized and make them available. Our families and other unknown families are counting on us.

“One thing that I’m really passionate about is that people  who have home movies, if they can, they should really do their best to get them digitized” David continues, “Having gone through the experience, and it’s really been transformative, I feel very passionate about getting my wife’s movies, her family’s movies or her father when he was arrived, getting these converted and sharing these with my wife’s family. So that they can really forever see these movies and share them with their children, so that they can be passed down for generations.”

The Process: Digitize, Enhance and Share

We’ve all seen the commercial where they peer into the camera and aske “what’s in your wallet”. Our question today is “what’s in your closet”. I’ve looked through my closets and I have several home movies my grandmother shot on 8mm film. I also have a box full of VHS tapes from back when Bill and I got our first video camera right after we got married in the 1980s.

The process for digitizing and sharing your home movies can appear daunting at first glance. That’s why I asked David Haas MD to share some specifics about his project so that you can learn what you need to consider and some tips from somebody who’s already been through this in a big way.

Although David’s collection of film runs about 10 hours, has several hundred videos because he kept them short – about 4 minutes long each. This is a smart strategy because of the attention span of YouTube viewers. It’s also about the length of a song, which makes setting them to music easier.

David went the extra mile and created a website where he makes available indexes of all the videos which can be searched by location, year and person. David really thought about the potential value of these films and set up a system for making it easier for visitors to find what they are looking for. In a case like his where he has such a volume of these 3-5 minute videos, this is a huge help to other researchers. But don’t worry if having your own website isn’t in your wheelhouse. YouTube has a powerful search engine, and it’s called Google. You can make your videos very easily searchable by simply including the details that pertain to a particular video in the video description that appears below the video on YouTube.

Since your videos will be on your YouTube channel, researchers be able to simply go to your channel’s home page and type a name, place event or some other set of keywords in your channel’s search box. Google will search just your channel and retrieve only the videos that match the search terms. If you want to see this in action, go to my YouTube channel at youtube.com/genealogygems  or David’s channel and try a search.

Digitizing Your Home Movies

The first step is to get the movies digitized. It can be a pretty scary thought to send your precious movies off to some stranger. David considers his videos his “most priceless possession.”

Through a bit of trial and error, David landed with a company who could do the job. He first tried a local place but ultimately went with Video Conversion Experts in Chandler AZ. They did an excellent job and cleaned them up and optimized the film. He recommends overnighting your films so that you can control when they arrive. You can receive both hard drives and DVDs of the digitized movies.

Watch this video from Video Conversion Experts. It explains the difference in quality that they provide. The difference between a company like this and the big box stores conversion is dramatic!

 

Sharing Your Home Movies on YouTube

At first, David thought he would take the movies to the local library. His daughter Anna convinced him to try editing them with iMovie and then uploading them to YouTube. The first film he edited was called A Drive through Suffern.

Free video editing tools:

(Mac) iMovie – https://www.apple.com/imovie/

(PC) Movie Maker – https://www.microsoft.com/en-us/p/movie-maker-10-tell-your-story/9mvfq4lmz6c9?activetab=pivot:overviewtab

Thank goodness for David’s daughter Anna Haas! Just think if these videos had only landed in one physical location like a library versus online. Now another generation of the Haas family has entered the picture to preserve the family’s legacy and touch the lives of so many others. And it’s Anna’s inspiring music that provides the backdrop for the Macy’s Day Parade and several others.

Get the song Find Your Home here on her album Crazy Is.

Visit Anna Haas’ website: http://annahaas.com

Anna’s YouTube channel: https://www.youtube.com/user/annahaasmusic

Anna Haas Music Video: Find Your Home (watch below)

When you love people, you just can’t justify keeping old home movies to yourself. You can’t in good conscience leave them in dusty boxes stuffed away in the back of closets in risk of deteriorating to dust. For the woman who saw her parents again in the swimming pool video, to the man who felt the affection from a father long gone, and for countless unnamed others the action that David has taken to digitize, preserve and share his home movies has been valuable beyond words.

“Don’t be afraid to do it, don’t hesitate to do it. even if you don’t have the skill set to do it, there are other people who are more than happy to kind of walk you through it and help make it happen. I would be extremely encouraging of everyone to convert their old movies and share them as widely as possible.” – David Haas MD

Resources

Collection of articles on the topic of video at the Genealogy Gems website

Browse his phenomenal collection of home movies at David’s website

You’ll find inspiration and you might just find an ancestor captured on film. Because we are all bit players in everybody else’s show.

Production Credits

Lisa Louise Cooke, Host and Producer
Hannah Fullerton, Audio Editor

My deepest thanks to David and Anna Haas for sharing their family photos, videos and music with me for this episode.

Disclosure: As an Amazon Associate, Genealogy Gems earns from qualifying purchases you make when clicking from the links we provide. It doesn’t cost you anything extra but it helps support our free blog and podcast. Thank you!

Episode 71 – Genealogy Organization and Work Flow that WORKS!

When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
 
Genealogy Workflow Organization

Watch episode 71

 
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
(calculate your time zone

Three ways to watch:
1. Video Player (Live) – Watch live at the appointed time in the video player above.
2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 
3. Video Player above (Replay) – Available immediately after the live premiere and chat. 

Episode 71 Show Notes 

Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”

This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.

It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.

The Genealogy Data Flow

Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:

  1. Active Genealogy Work
    This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)

Incoming Genealogy Sources

Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:

  • Items I’m exploring for the potential application to my current research project
  • Items pending analysis
  • Unproven items
  • Items playing a role in a bigger research question that I want all together for now.
  • Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals

Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote  (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)

Evernote allows me to:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. Store and share media such as audio and video recordings

OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.

Working Your Genealogy Research Plan

When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.

Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.

Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.

Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.

My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.

The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)

In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.

So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.

Items I save to Evernote:

  • Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
  • Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
  • Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
  • Example: Items pertains to my family but not part of my current research project.
  • Downloaded genealogy records I don’t have time to process right now.

All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.

Items I save to my computer hard drive:

  • Items to I want to keep that have been processed.
  • Digital scans of visual items. Examples: Family Photos, old postcards
  • Large files created on my computer (audio, video).

I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.

The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.

Genealogy data workflow

Archiving Processed Items

Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.

An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder.  I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.

how to save evernote image to hard drive

How to save a document image to your hard drive from Evernote.

You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!

How Do I Find It Later?

My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).

genealogy database software

“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke

When I want to refer back to one of those sources I would look in one of three places:

  1. My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)

Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!

Final Thoughts

Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.

Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)

Resources

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 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
Evernote for genealogy genealogical sources

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