In this “Blast from the Past” episode, Lisa gives voice to the era of silent films, in a unique approach to understanding her great-grandmother’s life. Her passion for this mostly-forgotten film genre comes through in her conversation with film archivist Sam Gill of the Niles Essanay Silent Film Museum in Fremont, California.
Don’t miss these fun segments, too:
A listener writes in after discovering a birth mom’s story in passport records (see what lengths he goes to in order to access the records!).
Just after RootsTech 2018, Your DNA Guide Diahan Southard reports on the latest DNA news you’ll want to know.
NEWS: DNA NEWS ROUNDUP
First up was MyHeritage, showing their support for the 7 million adopted individuals in the United States with their new DNA Quest campaign. MyHeritage will provide 15,000 DNA test kits to eligible participants free of charge, in order to help these adoptees use DNA to reunite them with their biological families. With this initiative they “hope to make this project a shining light for corporate philanthropy and an example to be followed by other commercial companies in their own lines of expertise to make the world a better place.” MyHeritage has assembled an advisory board of genetic genealogists and genetic counselors to help drive this project and ensure it meets the needs of the community. If you or someone you know is interested in participating, you can head on over to the DNA Quest website (www.dnaquest.com) to fill out an application. But you better hurry, the application deadline is April 30, 2018.
Next, addressing the biggest problem in genetic genealogy, namely the looming What Next? question facing millions of newly swabbed participants, MyHeritage announced the Big Tree ? a giant network of genetic and genealogy results that will automate much of the match comparison and tree searching to replace your head-scratching with light-bulb moments. They have already made significant headway on this project, as reported in the journal Science, which MyHeritage’s own chief scientific officer Yaniv Erlich collaborated on. The journal reports that the team of scientists successfully extracted public family trees from Geni.com (a MyHeritage daughter company), and then used a computer program to clean up and link the trees together. It sounds like MyHeritage will be adding genetic data to this kind of tree data in their Big Tree project.
MyHeritage isn’t the only company out to improve the DNA matching experience. UK based LivingDNA announcedthat they plan to add DNA matching to their popular origins test by third quarter 2018. When they launched in October of 2016, LivingDNA was not offering cousin matching, but opted instead to focus all of their resources on providing very detailed origins reports, including breaking down the UK in to 46 categories. In the months since their launch, they have been working on a genetic matching system, called Family Networks, that will appeal to a wide range of users and will “reduce the risk of human error and take away the tedious task of figuring out how each person on a user’s list are related to one another.” They are promising an experience that provides “a level of relationship prediction and specificity beyond anything currently on the market.”
So it sounds like if you are currently struggling with turning your DNA matches into genealogical discoveries, our testing companies want you to know you are not alone, and they are working hard to provide solutions to these problems. Time will only tell if they can succeed.
Diahan also provides answers to questions asked about this blog postannouncing updates to MyHeritage DNA matching technology and its new chromosome browser.
If you’re listening through the Genealogy Gems app, your bonus content for this episode is a marvelous soundtrack of silent film music, played live (you’ll hear audience laughter occasionally in the background) and supplied by Sam Gill at the Niles Essanay Silent Film Museum. TheGenealogy Gems app is FREE in Google Playand is only $2.99 for Windows, iPhone and iPad users.
GEM: INTRODUCTION TO SILENT FILMS
(Image above: a page from Lisa’s grandmother’s journal)
Genealogy Gems Podcast Episode #2 about transcribing family journals and letters was remastered inEpisode #134.
Niles Essanay Silent Film Museum: the website for this museum is packed with resources: links to Chaplin-Keaton-Lloyd film locations; the International Buster Keaton Society; Classic Images Magazine; a timeline and early history of film and more.
Films mentioned in this episode:
Diary of a Lost Girl starring Louise Brooks (watch trailer)
Shown here: Sam Gill and Lisa Cooke at the Niles Essanay Silent Film Museum on the day of this interview. Throughout their conversation, you hear the sounds of excited theater patrons filling the auditorium before a screening.
Sam Gill’s interest in silent film dates to 1966, when as a college student he traveled to Hollywood to interview his aging heroes from the silent screen comedy era. For more than 20 years, he was Archivist of the Academy of Motion Picture Arts and Science’s Margaret Herrick Library, where he established the Academy’s Special Collections and helped it grow to its current status as the preeminent repository for the study of American cinema. He is currently a Board Member of the Niles Essanay Silent Film Museum. Over the years, he has consulted on or otherwise contributed his expertise to numerous film festivals, museum film programs and film history books.
Sam recently sent us these delightful photos (below) of himself over the years:
(Image 1) 1966: His first trip to Hollywood
(Image 2) 1974: A news article about a research trip to Florida
(Image 3) 2017: A birthday party for Diana Serra Cary (Baby Peggy), the last surviving star of the silent screen, held at the Edison Theater of the Niles Essanay Silent Film Museum; also shown is Rena Kiehn, the museum’s publicity director and store manager
If you’re looking for a specific movie, start with a Google search with the name in quotations (and, if you like, anything else you know about it, such as an actor or director’s name or the year). You may find lots of results, including a Wikipedia page and film history write-ups, but if you want to WATCH it, limit your search results to Video.
You can also turn to free curated collections online, such as:
Netflix.com: Netflix subscribers can access the service’s little-known collection of silent films by entering the Netflix link for browsing its film categories and then the category specific to silent films, 53310:
Your local public library (search catalog: try searching for an actor’s name as author)
Ebay: May be the right place to purchase a hard-to-find title.Click hereto view current results for a search on silent films, filtered to include only movie/film items.
PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Production Assistant
Lacey Cooke, Service Manager
Disclosure: This document contains 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!
During this giving season, why not give back to the community of global genealogy lovers who quietly and continually enrich our family history research? Here are 4 ways to pay it forward in genealogy from the comfort of wherever you are! One gem you may not have heard of: the British Library’s project to index old maps.
4 Ways to Pay it Forward in Genealogy
1. Help with global gravestone research.
If you’re like me, you’ve probably discovered the final resting places of many an ancestor–perhaps along with important biographical data and even additional relatives–with the help of websites such as BillionGraves and Find A Grave.
BillionGraves says it’s “the world′s largest resource for searchable GPS cemetery data, and is growing bigger and better every day.” Its volunteers take GPS-tagged pictures of headstones in cemeteries around the world and transcribe them for their free searchable database.
How you can help:
Image headstones: download the free app to your smartphone from the App Store or Google Play. Take images of headstones in cemeteries you visit, whether it’s your own ancestor’s burial place or a local graveyard.
Transcribe personal information found on gravestone images. You can transcribe the images you take or you can visit the site and transcribe images that someone else has uploaded. Click here to get started.
Upload additional source documentation to BillionGraves tombstone images, such as obituaries, cemetery records, and the like. You’ll make these virtual gravestone sites even more genealogically valuable! Click here to learn more.
Find A Grave has a slightly different model for collecting global gravestone data. Here you can create free memorial pages for ancestors, which “generally include birth, death, and burial information and may include pictures, biographies, family information, and more.” You can also upload your own headstone images and transcribe them (or someone else’s images), and you can even upload a spreadsheet of cemetery burials you may have already transcribed.
Who’s behind Find A Grave? It’s owned by subscription website Ancestry.com, but it’s a separate, free site powered by volunteers: “Thousands of contributors submit new listings, updates, corrections, photographs and virtual flowers every hour. The site simply wouldn’t exist without the million+ contributors.”
Find A Grave has recently updated its site to make it more secure, faster, easier to use, and accessible to new devices and other languages. More than 100 million graves from over half a million cemeteries worldwide are already searchable at the site. To get started, download the Find A Grave app at Google Play or the App Store, or just visit the website.
2. Transcribe old documents and maps.
Millions–even billions–of digital images of old documents contain genealogical clues, but those names, dates, and places need to be extracted from those image files before they become easily searchable. Transcribing that information is also known in genealogy circles as indexing (or creating indexes). Here are four places to contribute your indexing skills:
FamilySearch Indexing. Thousands of you have likely participated in this best-known volunteer record transcription project out there. (We blogged about it recently in honor of their worldwide weekend indexing event.) Their indexing platform recently became fully cloud-based, so you can index more easily on your computer or mobile device. Volunteers are especially needed right now who can read Spanish, French, German, Italian, Portuguese, Russian, Japanese, Polish, Swedish, and Dutch.
British Library Georeferencing Project. The British Library is recruiting volunteers to help geo-reference thousands of old maps that are already online. Geo-referencing, or geotagging, means assigning geographic reference points (longitude, latitude) to points on a map image. Doing this with old maps allows them to be linked to their modern-day locations, allowing us to compare the past and present (as Lisa teaches about in her free Google Earth video class). Over 8,000 maps have already been “placed” by participants (and subsequently checked for accuracy and approved by their panel of expert reviewers). The latest phase of the project includes 50,000 maps, mostly 19th-century maps from books published in Europe. The British Library says that “some places have changed significantly or disappeared completely,” increasing both the intriguing challenges for volunteers and the value to those who will benefit from their map sleuthing skills.
Ancestry World Archives Project. “The Ancestry World Archives Project is thousands of volunteers from around the world with a passion for genealogy and a desire to help others discover their roots,” says the project home page. “And all it takes is a computer, some basic software we provide and a little of your time.” Even though Ancestry.com itself is a subscription website, any records indexed through the Ancestry World Archives Project remain free to search on the site.
Here’s a screenshot of their current projects (click on it to visit the site):
National Archives Citizen Archivist Program. “A Citizen Archivist is a virtual volunteer that helps the U.S. National Archives increase the online access to their historical records,” reports Melissa Barker in a recent blog post. “This is done by crowdsourcing metadata about their records through tagging, transcribing, and adding comments to the U.S. National Archives catalog.” Click here to read the full article and get started.
3. Reunite heirlooms with long-lost relatives.
Probably millions of “lost” family items are out there: in flea markets, second-hand shops, online auction listings, perhaps even your own closets or attics. Genealogy Gems has reported many times in the past about genealogy heroes who claim these “orphaned heirlooms” just long enough to research and contact living relatives who would love to find them.
Whether it’s a family bible, an old marriage certificate in a dusty frame, a fading photo album, or a pile of old letters, each “orphaned heirloom” is unique–and so is the experience of tracking down its family and reuniting them. Here are several stories to inspire your next visit to eBay or a secondhand shop:
“Many people are aware that it can be a real challenge when a coroner obtains a John or Jane Doe, an unidentified person,” writes Lacey Cooke, Genealogy Gems service manager, who has a forensic anthropology degree. “It presents the difficult task of identifying the person. But few people know that in fact the even bigger problem consuming morgues today is unclaimed persons, rather than unidentified ones: individuals who have passed but with no trace of living relatives to come and claim them.”
Lacey is the one who introduced us to the Unclaimed Persons project earlier this year. With Unclaimed Persons, an online community of volunteer researchers joins forces with medical examiners, forensic investigators, and coroners to help reunite families and bring closure so that the dead can finally be laid to rest. Click here to read more about that effort.
How will you pay it forward in genealogy?
Click on one of the opportunities above–or tell us about one you’ve tried–to give back to your genealogy community this season. This largely-invisible community is all around us and enriches all our efforts, from late-night research sessions by ourselves (in records indexed by volunteers!) to local societies who host classes that inspire us or who answer our obituary inquiries and Facebook posts about their locales. If you are already one of those volunteers, THANK YOU. You are a gem and we here at Genealogy Gems are grateful for you.
P.S. You can also “pay it forward” by sharing free content like this from our website with your genealogy friends and society members. Why not link to this post on social media or in an email and challenge those you know to do good in the genealogy world?
Show Notes: You may not have been around when your ancestors lived, but there were witnesses to the important events in their life. Genealogist Robyn Smith shares her 3 step process from her new Family Tree Magazine article called Witness Testimony.
Pin it on Pinterest! Free Genealogy Video
Get ready to find out how the witnesses named on your ancestors’ records can help you bust brick walls in your genealogy research!
Watch the Video Interview
Show Notes
(This interview has been minimally edited for clarity) Downloadable ad-free handout with time stamps and links. (Premium Membership required)
Why You Should be Researching Witnesses
Lisa: I learned a lot from your article in family tree magazine. And I wanted to chat with you a little bit about that, because I think researching our ancestors’ witnesses is fascinating, and it’s something that people don’t always think about. We may focus on the names we recognize and not so much on the ones that we don’t. I’d love to have you give your “elevator speech” if you will, as to why people should be taking the time to research witnesses.
Robyn: Most of us in the genealogy community eventually hear about this thing called “cluster research”. We hear this phrase, the FAN club that genealogist Elizabeth Shown Mills describes, where we take a look at the Friends, Associates and Neighbors of our ancestors. I would consider witnesses and bondsman in that FAN club, in that cluster.
Simply put, witnesses can help us find more family. That’s the benefit of researching these individuals and the records in which they find them. We can break through some brick walls. And this type of research can also tell us about the community ties and some of the customs in that time and place. So, witnesses and bondsman are always my secret research strategy.
What is a Bondsman?
Lisa: You mentioned bondsman, and that might be a new term for some folks. We might be used to seeing perhaps an immigration record or a birth record, and we see witness. What is a bondsman?
Robyn: This is one of those terms in genealogy that has a slightly different meaning historically than it does today. By bondsman we just mean someone who pledges a sum of money as a bond for another. Sometimes in these records, we might see that they’re called a Surety. You might see that term used. The difference between that and a witness is that there’s a financial obligation involved. I always try to tell people, it’s similar to cosigning a loan today. Most of us would probably not cosign a loan for people that we didn’t trust or that we didn’t know very well. And so, if you can keep that concept in your mind, that’s the value and the benefit of researching those witnesses and bondsman.
Lisa: Yes, when there’s a financial tie, there’s some kind of relationship there. And I guess if we can research them, that might lead us back to even more records about our own ancestor.
Genealogical Records that Include Witnesses
What kind of records will we find them in? In what type of records are we going to find witnesses and even more specifically, this term bondsman?
Robyn: The big one we think of, of course, is marriage bonds. We hear that phrase a lot. We may see them in marriage records, almost all deeds are going to have some sort of witness involved, and wills. Also, in probate records we will see executors and administrators often have to have bonds. If you’re going to serve as guardian to someone, typically, that person has to have a bond as well. And so those are sort of the big ones.
We can also think of court cases, civil court cases when you’re trying to secure someone’s appearance at a future court meeting. And I actually have seen the courts go after that bondsman if that person doesn’t show up. So, some of these records can get pretty juicy.
And of course, I think a lot of us are probably familiar with pension, military pension records and southern claims.
The only thing that I would caution people to watch out for is sometimes the witness is really just the county clerk, a local lawyer or local justice of the peace. So, it’s in researching that witness or that bondsman that you’ll find out the relationship if there is any, to the person of interest that you’re researching.
Lisa: That’s a really good point.
The Goal of Researching Witnesses in Records
Do you go after witnesses primarily because you’re wondering if they are related? Or is it also about that FAN principle where they may not be related, but researching them might actually lead me to more records about my own ancestor because of their will, depending on what the relationship was? Do both of those play into the way you approach them?
Robyn: I would say both. I’m actually really excited when I see a witness or bondsman because the curiosity serves you very well, in genealogical research, as we know. It’s a good thing to be a nosy genealogist. I want to know, why is that person there? That’s the question that I’m trying to answer. And more than a few times, it has led me to more family that I didn’t know about, particularly if that individual had a different surname.
Now, another gotcha is that sometimes they end up in the records with just their initials. So, we first have got to confirm who that person is before we’re ready to say that they’re related to our person of interest. So, there are some cautions that we may need to be aware of as we’re doing this research. But it’s another stone to overturn as you’re doing your research. And I love it when I see a person listed in a record. I’m excited!
Lisa: Me too! I feel like oh, my gosh, I finally have another avenue that I can pursue, particularly in a brick wall situation.
3 Step Process for Researching Witnesses
In the article, you provide a three-step research process. Will you walk us briefly through that process?
Step 1: Transcribe the Document
Robyn: The first thing that I do when I find a document concerning my ancestor that has a witness or bondsman, is to transcribe the document. I want to make sure that we all are comfortable with the practice of transcribing. Transcription ensures that you are actually reading every single word in that document. It’s going to help you notice all of the details that you might miss if you are just looking at it in its current format.
There are a lot of great free tools available to us for transcribing. There’s GenScriber, or there’s Trint. I would also recommend Family Tree Magazine’s cheat sheet on reading old handwriting. That becomes very handy when you’re doing this transcription.
Step 2: Do the Research
The second step is to then do the research. I always say you want to research in a variety of records. I actually research the person as if they were my ancestor already. That means I’m looking in census records and deed records and court records and everything else trying to establish who this person is. And the things that we learn along the way, are not just that this person is in this time and place, which is very important to us as genealogists, but it also gives us a hint as to how old the person was. It also gives us a hint about their literacy in terms of whether they sign with their mark or whether they sign with a signature. It is in this second step, doing the deep research, that you probably will uncover whether or not the person is related to your family.
Step 3: Research the Law
The third step is to research the laws because as we know, laws governed everything about the sources that we use a genealogy. They’re going to govern who can serve as a witness and a bondsman, how old that person has to be, and also how many were necessary.
We need to be aware that these laws are going to differ from state to state or colony or a locale and also throughout time. I look at the published date laws that I can find in databases like Internet Archive and Hathi Trust and Google Books but you and also visit your local library, law library, or archive. You may have to do some deep digging.
Those are the three steps that I recommend: transcribe the document, research the individuals you find, and make sure that you research the laws.
Lisa: Fantastic advice!
The Power of Transcribing Genealogy Records
I’d love to ask you a little bit more about transcription because I think that is a step that can be tempting to skip. People think, oh, well, I read it, I want to get going! I want to add people to my tree, and they are tempted to not take the time to transcribe. Will you tell us a little bit more about transcription? Why should we take that time? And what are we looking for, instead of just typing the words?
Robyn: Transcription to me is one of the basics of one of the basic genealogical skills I think we need to master in order to be successful, particularly once we start going back further in time and encountering those much more complicated problems. And it’s one of those basics that will remind you, if you don’t do it over and over again, that there’s a reason why it’s recommended in genealogy.
I can’t tell you how many phrases I’ve realized that I don’t fully understand as I’m transcribing. And Step one is to understand what that document is telling you. So, if there’s a phrase that I come across, I might email an archivist, or I might call one of my genealogy friends who’s got a little bit more experience in that particular time and place. Transcribing helps us to do that, and it helps us to understand.
When I transcribe, I also typically turn it into an abstract. I’m also making sure that I do a citation. So, to me, those are the building blocks of successful genealogical research.
I would also include keeping a research log and have a research plan. Those to me are very critical research building blocks to long-term success in genealogy.
I understand the impulse to want to skip transcribing. But I can tell you over and over again that I come across phrases that I thought I knew, but once I’m transcribing it, I really realized that I don’t. There are lots of wonderful webinars and classes that you can take on transcription that can teach you simple rules when you’re transcribing, and they’re easy to learn. They’re not complicated rules. And I think that once you start doing it, you’ll get more comfortable with the process. It will really become second nature.
I hope that I can encourage everyone with our conversation to do more of that transcribing. I did a lot of it earlier, not necessarily knowing or understanding all the rules, and now I’m going back and sort of revisiting those documents. It’s always amazing when things will jump out at you that you didn’t notice before, or it just didn’t resonate.
I always recommend having a genealogy buddy. You can say to them, hey, can you take a look at this and tell me what you see? You can have a fresh set of eyes look at it and ask you a question. I’m a genealogy junkie, so I find all of this really, really exciting to me. I kind of lean into it. We’ve all got other things to do in our lives. I try to do an hour here and there; it might be an hour this weekend. But I’m sort of just always working towards a goal. And that transcription, I tell you, that’s a key first step!
Witness Research Example
Lisa: I don’t mean to put you on the spot, but do you have a witness story or just something that you spotted that you just would love to share with us?
Robyn: I do! My mother’s family, my maternal family is from Tennessee. I was researching my second great-grandfather, Mike Fenricks in Tennessee, where he lived. Almost every source in his life asserts that he was born in Alabama. And so, this is a problem that a lot of genealogists have. I had no idea where in Alabama I’m even though I thoroughly went through all of the sources that were available in that time and place.
I noticed that he served as bondsman to a man named Dee Suggs. And then I noticed that he jointly took a couple of sharecropping deeds with this same man Dee Suggs.
Sharecropping Deed: JM Fenrick and Dee Suggs
I also found him living in Dee Suggs’ house in 1920. So, the wheels start turning! Why is he interacting with this man and Dee Suggs who was also born in Alabama?
The Dee Suggs household in the 1920 U.S. Federal Census
So, when the records ran out, for my ancestor, I started researching Dee Suggs. And where did this witness lead me? Dee Suggs led me back to Lawrence County, Alabama. And in that 1870 census household was a man named Mike. And that man ended up being his brother, it was his half-brother. And the same man is my second great, great grandfather. They had migrated to Tennessee together. They had been formerly enslaved, and I found a Freedmen’s Bureau contract that their mother signed where she calls all of them, her children. The 1870 census doesn’t provide relationships, so I had that critical labor contract that said, Sofrona and her four children. And so, it makes all the sense in the world why he’s associating with him and living with him, and jointly, promising bond for him. It is because they were half-brothers!
Lisa: I knew you’d have a great story!
Robyn: That story is the crux of my cluster genealogy lecture that I do. I go into more details, but following Dee is what led me to that community and his place of origin in northern Alabama. It was very exciting.
Learn more about Robyn Smith
Lisa: And I know you bring many stories to your readers at Reclaiming Kin. Please tell us the URL address and what they will find there at your website.
Robyn: Thank you so much. The URL is www.reclaimingkin.com. I call it a genealogy teaching blog, and what I mean by that is, I might start off with something from my family history, but every single post is meant to teach a skill. And so, every post there talks about a methodology, a strategy or resource. It’s not just about my family history, it’s about helping all genealogists to grow their skills, and also meet the special challenges of researching the enslaved. I’d be really happy if your listeners would come to the blog, take a look, sign up for my mailing list. And I’ll send you a free PDF, all my favorite research tips.
Lisa: Robyn, thank you so much. We’ll all look forward to your article Witness Testimony in the Family Tree Magazine Jan / Feb 2023 issue. And I look forward to hopefully talking to you again soon.
Robyn: Thank you so much for having me on today, Lisa.
Learn more about Transcription
There’s so much more to learn about doing transcriptions! Check out my full-length Premium video class called Transcribing and Analyzing Historical Documents. It’s part of Premium Membership, and it is going to tell you everything you need to know about how to do transcription, the tools that I recommend, and so much more. And along with that video class, you also get the downloadable handout. Becoming a premium member has a lot of perks. Learn more here.
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.
Click on one of the opportunities above–or tell us about one you’ve tried–to give back to your genealogy community this season. This largely-invisible community is all around us and enriches all our efforts, from late-night research sessions by ourselves (in records indexed by volunteers!) to local societies who host classes that inspire us or who answer our obituary inquiries and Facebook posts about their locales. If you are already one of those volunteers, THANK YOU. You are a gem and we here at Genealogy Gems are grateful for you.
