How to Use Evernote for Genealogy: The Ultimate Education

organize genealogy with EvernoteUsing Evernote for genealogy will make you a more efficient and effective researcher.

Genealogists all over the world are harnessing the power of Evernote to organize their family history researchThis free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.

Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”

Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!

Here’s how to get started

1. Download the free Evernote software here.

2. Create your free or premium Evernote account. (Click here to learn more about Evernote account options.)

3. Go to your Account page and make note of your unique Evernote email address. (Help>Go to My Account Page>Account Summary and scroll down to “Email Notes to.”)

4. Download the free Evernote web clipper for your web browser.

5. Download the free Evernote app from the App Store or Google Play and sign in to your account.

Now you’re ready to use Evernote to collect your research content and source citation information!

Here are 5 ways to add content to Evernote

1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.

2. Drag and Drop: Images, scanned  documents and other multimedia content can be dropped right into new or existing notes.

3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.

4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.

5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.

Resources for Success

There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).

FREE YouTube Video Series: Evernote for Genealogy

I’ve posted two videos so far on my free YouTube series:

Evernote for Genealogy Quick Reference Guide

Evernote for Genealogy Quick Reference GuideMy laminated reference guide is super handy for every day support! This guide includes:

  • A Getting Started Checklist
  • Quick Keystrokes
  • Getting the Most Out of Clipping
  • Maneuvering the Desktop Client
  • Genealogical Organization
  • Little-Known Search Strategies
  • Specialized Genealogy Focused Techniques
  • Comparison of Evernote Pricing Tiers

The guide is available for both Windows and Mac users, in both print and digital download format. Click below to view:

The Ultimate Evernote for Genealogy Education

Ultimate Evernote Education abbreviatedGenealogy Gems website Premium members have a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for Genealogy Education video series. This series includes the following full-length and mini-series classes:

Evernote genealogy family history organizeKeep up on all my latest Evernote news and Q&As!

Click here to read my Evernote blog posts.

Sign up for my free email newsletter (that sign-up comes with a free bonus e-book!).

Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!

Genealogy Gems Podcast Episode 213

In this episode, I’ll share a moving family history video, inspired by a listener’s Where I’m From poem. We’ll also discuss RootsTech news, talk to author Sylvia Brown, and Michael Strauss will explain the difference between different kinds of military service: regulars, volunteers and militia in Military Minutes. Listen here or through the Genealogy Gems app.

The Genealogy Gems Podcast
Episode #213
with Lisa Louise Cooke

NEWS: HENRY LOUIS GATES, JR TO KEYNOTE ROOTSTECH

Click here to read about all RootsTech keynote speakers

Click here to hear Lisa Louise Cooke’s conversation with Henry Louis Gates, Jr. in the Genealogy Gems Podcast episode 133

GEMS NEWS: UPDATED PREMIUM VIDEO

Genealogy Gems Premium subscribers can now enjoy an updated version of Lisa’s Premium video, “Making Evernote Effortless.” You’ll learn how to use Evernote’s:

  • Quick Keys: Help you get things done faster
  • Search Operators: Digging deeper and faster into your notes
  • Shortcuts: Learn how to set them up to accomplish repetitive tasks faster
  • Reminders: Help you track and meet deadlines
  • Note Sharing: Collaboration just got easier
  • Source Citation: Merging notes to include sources; Source Citation with “Info” feature
  • Web Clipper Bookmarklet: a hack for adding it to your mobile tablet’s browser

Lisa Louise Cooke uses and recommends RootsMagic family history software.

Keep your family history research safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.

Animoto.com.

BONUS CONTENT for Genealogy Gems App Users

If you’re listening through the Genealogy Gems app, your bonus content for this episode is a lightning-quick tech tip from Lisa Louise Cooke on how to undo that last browser you just closed and didn’t mean to! The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

MILITARY MINUTES: REGULAR, VOLUNTEER OR MILITIA?

To gain a better understanding of what life in the military was like for your ancestors, it is essential to know in what capacity someone may have served. Did your ancestor serve in the regulars, or was he a volunteer soldier, or did he have service with the local militia?

These terms are generally associated with the records of the United States Army. The other branches enlisted men using different terminology.

Free download: Military Service Records at the National Archives by Trevor K. Plante (Reference Information Paper 109)

Click here for National Archives reference materials for military acronyms, abbreviations, and dictionaries that will aid genealogists when researching how exactly their ancestors served

Journal of the American Revolution: Explaining Pennsylvania’s militia: One of the best examples of how colonial militias operated (laws, rules, and regulations, and parent organizations). Pennsylvania followed very closely the doings of other colonies during the same period.

Samuel Howard in the Civil War

Because of his age he wasn’t able to enlist until 1865 when he turned 18. He was a volunteer soldier who served as a substitute for another man who was drafted.

After his discharge, he again enlisted in the Regular Army in 1866. He was assigned to the 13th U.S. Infantry, where he served one month before deserting at Jefferson Barracks, Missouri.

Samuel was married in 1867 (this may have some relevance to his decision to leave the military). He lived in Pennsylvania from the end of the war until his death in 1913. Shown here in 1876, Lebanon, PA.

Both his Regular and Volunteer Army enlistment forms are included here, along with the above photograph of Samuel with his wife circa 1876 from an early tintype. The forms look very similar, as each contains common information asked of a typical recruit. However they are decidedly different as the one covers his Civil War service and the other his post war service when he joined the regular Army after the men who served during the war would have been discharged.

MyHeritage.com is the place to make connections with relatives overseas, particularly with those who may still live in your ancestral homeland. Click here to see what MyHeritage can do for you: it’s free to get started.

GEM: AN INSPIRING FAMILY HISTORY VIDEO

Hannah’s Animoto Advice:

You’ll find when using the video templates, timing the photos to the narration can pose some challenges. Originally, when she put the photos in place and “previewed” the video, the narration didn’t line up at all with the images. Hannah explains: “When I was in “creator” mode, I selected a picture that I wanted to appear on the screen for a longer duration then I clicked the “spotlight” button that is on the left-hand side in the editor column. Or If you double click the image, it will open into a larger single view and you can select the “star” button which will do the same thing. I applied this spotlight option to several photos within my gallery. I knew which photos to do this to by previewing the video several times to make sure I liked the timing of it all.

Now if your problem is not with just a few photos but the overall timing, then try editing the pace of your photos.  In the top right-hand corner, click the “edit song/trim and pacing” button. Here you can trim you uploaded mp3 audio as well as the pace to which your photos appear. My photos appeared too fast on the screen in comparison to the narration I had, so I moved the pace button to left by one notch and previewed the video. This did the trick and the result was a heart-warming poem, turned into a visually beautiful story.”

Do you have a darn good reason to take action right now to get your family history in front of your family? Perhaps:

  • a video of the loving couples in your family tree for Valentine’s Day
  • a video of your family’s traditional Easter Egg hunt through the years
  • a tribute to the mom’s young and old in your family on Mother’s Day
  • your child’s or grandchild’s graduation
  • a video to promote your upcoming family reunion to get folks really visualizing the fun they are going to have
  • Or perhaps it’s the story of a genealogy journey you’ve been on where you finally busted a brick wall and retrieved an ancestor’s memory from being lost forever.

5 Steps to Jump-Starting Your Video Project

  1. Pick one family history topic
  2. Write the topic in one brief sentence ? the title of your video
  3. Select 12 photos that represent that topic.
  4. On a piece of paper, number it 1 ? 12 and write one brief sentence about each photo that convey your message. You don’t have to have one for every photo, but it doesn’t hurt to try.
  5. Scan the photos if they aren’t already and save them to one folder on your hard drive.

And now you are in great shape to take the next step and get your video made in a way that suits your interest, skill, and time.

4 Easy Methods for Creating Video
Update 2022: Adobe Spark Video is now part of and called Adobe Creative Cloud Express. Some or all of the features may require a subscription. 

  1. Got an iPhone? iOS 10 now has “Memories” a feature of your Photos app that can instantly create a video of a group of related photos.
  2. There’s the free Adobe Spark Video app now called Adobe Express which can you can add photos, video clips and text to, pick a theme and a music track from their collection, and whip up something pretty impressive in a very short time. Visit your device’s app store or Adobe Express. Watch my video How to Make a Video with Adobe Spark (Premium Membership required)
  3. There’s Animoto which does everything that Spark does, but gives you even more control over the content, and most importantly the ability to download your video in HD quality. You can even add a button to the end that the viewer can tap and it will take them to a website, like your genealogy society website, a Facebook group for your family reunion or even a document on FamilySearch.
  4. And finally, if you have the idea, and pull together the photos, you can book Hannah at Genealogy Gems to create a video with your content. Go to GenealogyGems.com and scroll to the Contact form at the bottom of the home page to request ordering information.

The most important thing is that your family history can be treasured and shared so that it brings joy to your life today, and also, to future generations. The thing is, if your kids and grandkids can see the value of your genealogy research, they will be more motivated to preserve and protect it.

 

PREMIUM INTERVIEW: SYLVIA BROWN

In Genealogy Gems Premium Podcast episode #155, publishing later this month, Sylvia Brown (of the family connected to Brown University) will join Lisa Louise Cooke to talk about researching her new book, Grappling with Legacy, which traces her family’s involvement in philanthropy, Rhode Island history and the institution of slavery hundreds of years. A Kirkus review of this book calls it “an often riveting history of a family that left an indelible impact on the nation.”

   

 

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Vienna Thomas, Associate Producer

Hannah Fullerton, Production Assistant

Lacey Cooke, Service Manager

Disclosure: These show notes contain affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting this free podcast and blog!

 

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Resources

Download the episode

Download the show notes

Genealogy Gems Podcast Episode 247

Filling in the Blanks of a Genealogy Research Plan

You will find the complete show notes for the topic discussed in this episode at the show notes page here

Sometimes we just a need a little help with a brick wall. That was certainly the case with the Irish line of my family tree. In episode 18 of my YouTube video series Elevenses with Lisa I enlisted the help of professional genealogist Kate Eakman of Legacy Tree Genealogists. In that 45 minute consultation she broke things wide open on my Irish family lines and gave me the information and resources I needed to make substantial progress. It’s the best investment I’ve made in my genealogy in a long time. They have experts in all areas. Learn more about how easy it is to book a consultation here.

Watch the video of Elevenses with Lisa Episode 18. During the consultation we spent significant time digging into Irish genealogy websites. However, I think you’ll find Kate’s approach to brick walls helpful and informative even if you don’t have Irish ancestors. (The consultation doesn’t lend itself to an audio podcast because we spent a lot of time digging into websites. )

After my consultation I updated my research plan and got to work collecting more genealogical evidence. In this episode. In this episode you’ll hear the audio from Elevenses with Lisa Episode 19 called Filling in the Genealogy Blanks. Watch the video and get the full show notes here on my website

I’ll take you through how I went about filling in the blanks in my genealogy research plan. I hope it inspires you to take on your own brick walls, and provides you with a pathway to success. We’ll explore a variety of genealogical records and I’ll share some of my favorite tips along the way. 

Click below to listen: 

Genealogy Gems Premium Members can download the handy PDF show notes for each of these Elevenses with Lisa episodes. Simply log into your membership, and then in the menu under “Elevenses” click “Elevenses with Lisa Video and Show Notes.” Click the episode and scroll down to the Resources section of the show notes.

Become a Genealogy Gems Premium Member

Premium Members have exclusive access to:

  • Video classes and downloadable handouts
  • The Genealogy Gems Premium Podcast
  • Elevenses with Lisa downloadable show notes PDF

Become a member here.

Getting Your Family History Digitized

I use Larsen Digital and have been extremely pleased with the service and results. The folks at Larsen Digital have put together special and exclusive discounts for Genealogy Gems listeners and readers. Click here to learn more and receive exclusive discounts and coupon codes.

Genealogy Gems Podcast App

Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here

Stay Up to Date with the Genealogy Gems Newsletter

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Podcast Resources

Download the episode mp3
Show Notes: The audio in this episode comes from Elevenses with Lisa Episode 19. Visit the show notes page here

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