by | Sep 5, 2014 | 01 What's New, Evernote, Organization, Photographs, Premium Video
Recently I heard from John B., who asked a question I get a lot these days:
“Hello, Lisa,
I’ve enjoyed listening to your podcasts for a couple years now. However, I think you have given me a new choice to make. Some time back I watched your video on how to organize your genealogical files on your hard drive. That was by making folders for each family name, and then within those folders make a set of other folders for certificates, documents, obituaries, etc, I’ve found it to be a great yet simple process–except I am struggling with moving photos from all over my PC to the correct folders.
Well, I’ve just finished viewing “Organize your research with Evernote”. It appears that using the “tags” will be easier and make searching more rapid. So I am wondering if you think this new Evernote product is the way to go instead, or in addition to, the digital folders? What say you, my Genealogical Guru?”
Here’s what I told him:
“It’s a really good question and here’s my personal take on whether to use Evernote to organize photos. (I say personal because in the end it will be decided by what works for YOU.)
I do not add all my photos to Evernote – rather I store them on the hard drive. The reason is simple: photos are large files and will eat up your free Evernote upload limit for the month pretty quickly. If you are an Evernote Premium member, this is not as much of an issue because you get up 1 GB of uploads a month.
Another reason is the sheer volume of photos that already exist on my hard drive. I add photos by dragging and dropping them in to notes only as I need them for genealogy projects I’m working on. I view these as “working files” and consider the photos on my hard drive the “master files.”
An example of why I might upload some photos to Evernote would be when I was working on unidentified photos. I created a notebook of them and shared the notebook with a distant cousin. As we discusses and identified them I was able to keep a note trail regarding the conclusions. When a photo was solidly identified, I also went back to my master photo on my hard drive and updated the name of the file to reflect the identification.
So, yes, it is a bit time consuming to collect the photos from around your hard drive to get them into the photo folders, but to me, it was worth it. Now that it’s done, finding and filing photos is always super easy. Here’s a video on my YouTube channel that you might find helpful that discusses photo filing, naming and metadata. Hope that helps – good for you for getting organized!”
More Resources
How to Get Started in Evernote, and the Ultimate Evernote Education
Should Evernote be my Digital Archive?
Premium members on my website also have access to the video tutorials, “Hard Drive Organization, Parts 1 and 2. (Learn more about Premium membership here.) Premium members can also watch an entire series on using FREE Evernote software to keep your genealogy research organized.
by Lisa Cooke | Jun 13, 2014 | 01 What's New, Evernote, Organization, Research Skills, Source Citation
Are you using Evernote for Genealogy? You’re not alone! The company announced recently that over 100 MILLION people now use Evernote to keep track of what they know and how they know it.
“When we launched the Evernote service in 2008,…there were many note takers and productivity tools around at the time but they all felt out of date; they were becoming less and less relevant to people’s lives,” explains a company press release. “We set out to redefine the meaning of productivity for modern busy people. We want Evernote to become your workspace; the place where you do all of the everyday things that keep your life moving forward.”
Evernote has sure taken the genealogy community by storm. I attend conferences around the world and it seems every single one has at least one class devoted to using Evernote for genealogy!
3 Reasons Why Evernote is Ideal for Genealogy Research:
1. You can store your research information with the source citation and any additional notes you take about the item. It’s easy to transfer online finds into Evernote and easy to copy them into your family history writing projects or websites.
2. You can sort and retrieve data easily: When I search “Burkett” Evernote instantly and thoroughly sifts all of my notes. It locates all 33 of my notes where the surname BURKETT appears in a note, even when the name appears in an image such as this scan of my Grandfather’s Railroad examination certificate from 1936. That is thanks to the fact that Evernote applies Optical Character Recognition (OCR) to all images in your notes!
3. Your desktop version syncs with whatever you do through the Evernote app. With Evernote on your mobile device, you have constant access to your genealogy research, photos and more. Think how easy that makes your next trip to an archive or family reunion!
And here’s a tip for all of you iPhone and iPad users:
Stop searching for the Evernote app on your mobile devices desktop. Just press and hold the Home button and tell Siri “Open Evernote App!”
Free Download: If you haven’t tried the FREE version of Evernote note-taking and data-organization software yet, download it here.
Then cut your learning curve and start using Evernote effectively RIGHT AWAY by purchasing our Evernote for Genealogists guide! The guide is available as a digital download or laminated print format, for the Mac or PC.
More Free Resources:
How to Get Started in Evernote, and the Ultimate Evernote Education
How to Add Text to a Web Clipping in Evernote
Should Evernote be my Digital Archive?
by | Mar 18, 2014 | 01 What's New, Apps, Beginner, iPad, Smartphones, Technology
Did you know your iPad or tablet computer can be one of your best genealogy buddies? It makes it easy to access and share family trees, documents, and photos on-the-go. It can even help you gather NEW family history treasures: images, interviews and more.
However, iPads aren’t just miniature laptops. They work differently and in very specific ways, depending on what apps you have. If your tablet time has been limited to playing Angry Birds and checking your email, then it’s time to check out these 7 great ways to use a mobile device like an iPad for genealogy:
1. Access family trees
Access your online family tree (and even make changes) with apps like those from Ancestry, FamilySearch, MyHeritage and RootsMagic. Last we checked, Findmypast doesn’t have a mobile app, but its website is optimized for mobile devices (meaning it’s friendly to iPad users).
2. Take pictures
Snap digital images of old family documents, photos, memorabilia and artifacts when you visit relatives. From the iPad, you can upload and share them via Pinterest, Facebook, Instagram, email, or access them from your other computing devices via cloud-based storage such as Dropbox or iCloud. (Genealogy Gems Premium members may access the video tutorial, “A Genealogist’s Guide to Dropbox”).
3. Share your family history
Access old family pictures from your iPad to share with your relatives. You can put them right on your device’s hard drive, which makes them accessible even if you don’t have a wireless signal, but space on iPads is often limited. So make the most of your iPad’s ability to access cloud-based storage by putting your pictures in iCloud or on Dropbox.
4. Image new research finds
When you research your genealogy in libraries, use your iPad to take digital images instead of wasting time and money on photocopies. Image pages from a county or local history or take a snapshot (and a closeup) of a historical map. You can even take digital shots of microfilmed materials! Learn more here, and always get permission at each library before you start taking pictures.
5. Organize on your iPad
Keep track of all your genealogy sources with Evernote–and keep all your sources at your fingertips by using the Evernote app. My new Evernote for Genealogists Quick Research Guides, available both for Windows and Mac users, are cheat sheets that will help you start using Evernote immediately across multiple platforms.
6. Access podcasts, books and magazines on your iPad
Genealogy podcasts are the online equivalent of radio shows–all about family history! You’ll find tons of free, entertaining and informative content in:
Save genealogy and history e-books, magazines and pdfs to your iPad so you can read them anytime, anywhere. Click here for more on how to do this. What kinds of titles might you read? What about:
7. More tasks you can accomplish with your iPad
The best apps for genealogy are the ones that help you accomplish what you need to, not just the ones intended for family history use (like the free family history game Family House). For example, sometimes you need a quick magnifier and flashlight to better see old documents or photos–here’s a great app suggestion for that. Also, many of us find ourselves turning more frequently to YouTube. Well, there’s a YouTube app–click here for ideas on using it for genealogy.
Resources
Genealogy Gems FREE e-newsletter. Subscribe to keep up to date with iPad/tablet developments other tech topics for genealogists!
Turn Your iPad into a Genealogy Powerhouse by Lisa Louise Cooke, with an in-depth look at over 65 apps, 32 fabulous tricks and tips to make you a power iPad user (and not just for genealogy!) and “see it for yourself” demos in recommended online videos. It’s available in print and e-book.
Genealogy on the Go with the iPad instructional video, recently updated and re-released for Genealogy Gems Premium members
Find Genealogy Apps with the FamilySearch App Gallery
Mobile Friendly Search Results Come to Google
The iPad, PC and Android Phone Can All Play Nicely Together for Genealogy
Thank you for sharing this page with others who may want to use a tablet or iPad for genealogy.
by Lisa Cooke | Nov 25, 2013 | 01 What's New, Collaborate, Evernote
In this installment of the Collaborative Genealogy blog post mini-series I’m going to share one of my favorite ways to organize and share family history data and 
source material: Evernote.
Evernote is a free software, website and app that can hold both research content and the source citation information that goes with it. You can pull data from websites and Evernote will often automatically capture information about the site you got it from. You can upload images, scanned documents and other multimedia content. And of course you can use it to keep track of non-electronic sources, too.
Research teams using Dropbox put themselves on the same page–literally. It’s easier to be sure you’re looking at the same sources. It’s easy to add notes like data you’ve abstracted from the source (or that seems to be missing from the source). It’s easy to tag data: every source that cites an ancestor can be tagged with her name. That way, when you are ready to analyze or write up someone’s life story, every piece is there. No more hunting for sources you knew you had somewhere!
My recent post provides two tips for using Evernote and introduces my Evernote for Windows for Genealogists Quick Reference Guide “cheat sheet” (click here for U.S. and here for international shipping). It’s been so popular since its release that we sold out for a while, but it’s back in stock. This 4-page laminated guide offers at-a-glance training and reminders so you can be up to speed quickly using Evernote for genealogy.
Want to learn more about using Evernote? Click here for tips and complete resources on getting started in Evernote, like a complete video mini-series that walks you through the process of signing up for your free Evernote account, downloading the desktop app, getting and using the web clipper….There’s so much you can do with Evernote and I show you how!
For more on collaborative research (including more on Evernote for genealogists), check out the December 2013 issue of Family Tree Magazine. It’s got an article I’ve co-written with Genealogy Gems Contributing Editor Sunny Morton.
Check out my other blog posts in this series on collaboration:
Tips for Collaborative Genealogy: Research with a Partner
Tips for Collaborative Genealogy: Dropbox for Genealogists
Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free
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Recently I heard from John B., who asked a question I get a lot these days:
