Episode 70 – Getting Started Using Evernote for Genealogy

by | Sep 7, 2021 | 01 What's New, Elevenses with Lisa, Evernote

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. 

 

Family History Episode 24 – Using Marriage Records in Family History

by | Mar 25, 2014 | 01 What's New, Family History Podcast, Records & databases, Vital Records

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished March 25, 2014

family history genealogy made easy podcast

with Lisa Louise Cooke

https://lisalouisecooke.com/familyhistorypodcast/audio/fh24.mp3

Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 24: Using Marriage Records in Family History

So far in this podcast series you’ve made a lot of progress. You’ve set up your genealogy database, talked to your relatives, gotten familiar with the Family History Centers and you have your research worksheet to lead you in your investigation backwards in time, through death records and the census.

In today’s episode we’re going to continue working backwards down the records aisle looking for marriage records. Marriage records are a type of vital records, meaning they provide vital statistics for a person’s life. They can be a rich—even vital!—source of genealogical information.

Marriage records, like death and birth records (which we’ll be covering in an upcoming episode) are primary sources. This means that the record was completed at the event or very close to it by someone who was present at the event. That means it’s a pretty reliable source.

There are two types of marriage records: civil records which are recorded with the local government, usually at the county level, and church records, if the marriage took place in a church.

Update: Many government and church marriage records have found their way into major genealogical databases (www.Ancestry.com, www.FamilySearch.org, www.FindMyPast.org, www.MyHeritage.com, etc). Look for indexed records and—if you’re lucky—digitized versions of the actual record. (If you find only indexed records, use the process below to find copies of the actual record.)

Civil/Government Marriage Records

You need to determine where the marriage took place in order to figure out the proper civil authorities to contact. Usually that’s the clerk in the town, county, district or parish where the happy couple said “I do.” In the U.S., chances are it was at the county level, but if you’re not sure, do a Google search on the name of the county and the phrase “vital records” or “marriage records.” Chances are one of the first search results will be a link to the website for that county and hopefully the specific page that will tell you how to request vital records. There you should find specific instructions about how to make the request and any fees involved.

3 Tips for Obtaining Marriage Records for Genealogy

  • Tip #1: Be sure and follow the instructions to the letter because otherwise you will likely have your request returned to you unfilled and asking for more information which just wastes time.
  • Tip #2: As with Death Records, it isn’t necessary to order a certified copy because you are not using it for legal reasons, just information reasons. Certified copies cost more and usually have more requirements to applying for them.
  • Tips #3 Request a complete photo copy (which is sometimes referred to as a LONG FORM) rather than a SHORT FORM which can be a brief transcription of the record. There may be clues in the original record that may be left out (or mistranscribed) in the SHORT FORM.

If all this sounds cumbersome there is an easier to request marriage records and that is through Vitalcheck.com (see below). While it costs more you can order the records quickly and easily online.

If you’re looking for civil records in England or Wales, those records have been officially recorded by local District Registrars who reported to the General Registrar Office since July 1, 1837. These records are probably easiest to access, particularly if you are not in the UK, through FindMyPast.com, which does charge a fee for each record.

Types of Civil Marriage Records:

  • Marriage application. I can’t guarantee they’re available in every county, but it’s definitely worth asking!
  • Marriage license. This record often holds the most genealogical value. It will include their names, ages, residences as well as perhaps their race, occupation, age, and perhaps their parents’ names.
  • Marriage register record. This confirms the marriage actually took place. This may be just a signature and date from the official who performed the marriage, and may be a small section at the end of the marriage license information. (The latter type of record may also be called a “marriage return” or minister’s return.”
  • Marriage certificate. While this record is part of the process it isn’t available through the vital records office. It would have been kept by the couple and will involve some looking around and asking relatives to see if it still exists.

Tip: A marriage license alone does not prove a marriage. A couple could easily apply for a license but never go through with the big day.

Church Marriage Records

Start looking for these records at the Family History Library (www.familysearch.org).

Other places to look:

  • The church if it still exists. Search for their website. Contact the church office and ask if they have records for the time period you’re looking for. If they no longer have the records ask where they are being archived.
  • Check in with the closest local library and ask to talk to the reference desk.
  • Search the WorldCat catalog (see Links).
  • Check the US Gen Web site for the state and county where the marriage occurred (see Links). These sites are run by volunteers and each county has a different variety of records and resources available. Contact the local genealogy or and historical societies and ask for their help.

Other records to look for:

  • Banns of marriage records. Look for a record of the banns in the church minutes or church bulletins.
  • Newspaper marriage announcements. Tip: Keep in mind when you’re searching a newspaper database and you find a listing for what appears to be the right family in the right area but the date is way off, be sure and check it out because it just may be a republishing of the news you were looking for! (Learn more about newspaper research in my book How to Find Your Family History in Newspapers.)

Links/Updates

FamilySearch. To search for marriage records by place, click on Search, then Catalog, then search by location. You’ll find both government and church marriage records listed here. Look at the county level for U.S. government records; look at the municipal level or under the Church records category for church marriage records.

USGenWeb

WorldCat

VitalChek

Pin It on Pinterest

MENU