How to Organize Notes in Evernote Notebooks

how to organize notes in Evernote notebooks

Use these step-by-step instructions to organize notes in Evernote notebooks.

Recently Donna watched one of my Evernote for genealogy webinars. She wrote in afterward to give the webinar a thumbs-up and ask this question about how to organize notes in Evernote notebooks:

“I…have been happily using Evernote for a while now so I already have lots of notes, notebooks and stacks. Got web clipper, made my Genealogy and Personal notebooks, added tags you suggested, and discovered Evernote Clearly is no longer available. But you’re right, I’ve lost some of the notes in the myriad. What is the best way to begin putting notes into the new Genealogy & Personal notebooks?  Is there another video on that? Thanks for being there for us, Lisa, All our stuff can become overwhelming if it can’t be organized.”

shortcut through time organize notes in Evernote

Genealogy Gems

I’m so glad that Donna found the video helpful!

The thing about getting organized is that sometimes it can gobble up all your research time. So one approach I often recommend is just to move Evernote notes as you use them. That way you can keep researching, while getting more organized each day. As you create new notes you’ll be putting them directly where they belong, and as you use existing notes, you can tidy them up as you go.

If you feel more comfortable getting everything moved in one fell swoop, that’s good too. One way to save time is with a simple trick: decide what you have more of (Genealogy or Personal) and then move ALL your notes into that notebook. So if you have more Genealogy notes, all your notes will be in that notebook. Now you only have less than 1/2 of your notes that need to be moved to Personal.

You can move the rest to the other notebook by selecting multiple notes at once. Here’s a step-by-step breakdown:

1. Click the Genealogy notebook in the left column.
2. In the center column are all of your notes. Click the first note in your list to be moved.
3. Hold down the Control key on your keyboard.
4. Now click to select each additional note you want to move to the Personal notebook. (Use the wheel on your mouse to scroll down as you need to.) Your notes will be collecting in the right-hand window pane, and a dialog box will appear.
5. In that dialog box, click the Move to Notebook button and click to select the desired notebook from your list (ex. Personal).
6. For good measure, click the Sync button to manually synchronize all of your notes.

I heard back from Donna with this comment:

“Thank you Lisa! Within a matter of minutes I was able to move my notes and notebooks into the two stacks.  Now that Personal and Genealogy are separated, I’ll follow your suggestion to tidy up the notes as I go and add all my tags (which I hadn’t realized the importance of before the video). Ahhhh!  It feels so good to have it clearly organized! You rock, Lisa!”

Ultimate Evernote Education abbreviatedThis website is packed with resources for using Evernote for genealogy! Click here to find free tips and videos to get started. To REALLY make Evernote work for your family history, become a Genealogy Gems Premium website member. Members have a full year’s access to my Ultimate Evernote Education for Genealogists instructional video series with their membership.

YDNA for Genealogy: 3 Scenarios When YDNA is Useful

Have you been wondering what’s up with the Y? After taking an autosomal DNA test, many genealogists want to know what next steps to take, and if YDNA can help further their research. YDNA, which can only be taken by males, may be able to bust additional brick walls in your family. DNA expert Diahan Southard is here to share 3 reasons to take a YDNA test–or have a male relative do so.

The Y chromosome DNA test, more affectionately referred to as the YDNA test, is the darling of the DNA testing industry. (At least, I think so.) In fact, of the three kinds of DNA tests, the YDNA is my favorite. Currently, the YDNA test is available at Family Tree DNA. Here’s their quick recap of what YDNA is:

“Y-DNA is what we call the sex chromosome “Y” that is passed from a father to his sons only, women do not receive a Y chromosome. Testing the Y chromosome allows for investigation into a male’s paternal family line and can help identify surname lines, living relatives whose Y chromosome is similar to yours, and ancient migration routes your paternal ancestors may have taken.”

At Family Tree DNA, there are four levels of YDNA testing available. 37 markers is the base level and a good place to start making connections. You can also increase your marker count to 67, 111, or if you’re a DNA expert, you can opt for the whopping 700 marker test. The good news is that you can start with the 37 marker test and have the option to upgrade to the larger test without needing to provide another sample.

YDNA has several excellent qualities that make it useful in many genealogical scenarios. Let’s look at three to give you a good start!

Use YDNA for Genealogy When…

1. You Have a Missing Father

All of us should be able to identify with this genealogical problem. Every line in your family history has this problem. Any ancestor whose father is currently unknown falls in this category. And YDNA can help.

The specific quality of YDNA that makes it so attractive in this case is its faithfulness in passing down its record generation after generation, without fail, without changing, from one man to the next. That means that any living male today has the same (or very similar) YDNA as every male in his direct paternal line, back 8, 10, 12+ generations.

Therefore every man’s YDNA is the clue that could lead you to discover that missing father. Usually what it takes is a match in the YDNA database with another descendant of your common ancestor. Ideally, this person knows something that you don’t about that missing father, and the two of you can work together to verify and extend your family history.

2. Your Relative is Worried About Privacy

While DNA testing has certainly entered a season of relative acceptance among genealogists, there are still many skeptics who wonder what the eventual ramifications of having your DNA tested might bring. While this is a subject that certainly deserves some attention, the YDNA is actually the easiest test to sell to a nervous relative.

The very qualities that make YDNA testing valuable, namely that every male descendant of a given ancestor will have the same YDNA, make it equally impossible to identify any particular individual uniquely. This means that the YDNA record that is created when a man takes a YDNA test cannot ever be traced back to him alone. That same record could have easily come from his brother, or 1st, or 5th cousin.

Similarly, the YDNA test results do not have a link to your health. The regions that are tested are generally parts that are not useful for determining any kind of personal health or trait information.

3. You Have a Surname Mix-up

One of the best applications of YDNA for genealogy comes when trying to disentangle the relationships of various men living in close proximity with other men of the same or similar surname. Having descendants of these men test their YDNA is like traveling back in time and conducting personal interviews of each of these men. It’s like saying, “Excuse me, Mr. Moffat? Is this neighbor of yours, Mr. Moffit, your uncle?” Wouldn’t you give anything for a chance to have that conversation? Well, YDNA testing gets you almost there. You might not be able to determine if they are uncle and nephew, but you will at least know if they are kin.

So what are you waiting for? If you have your own YDNA, go out and start the testing process. If you have been blessed instead with two X chromosomes, send this article over to your favorite male relative and let him know that he holds a very old, very valuable record in his DNA and you want to help him make use of it. 

Learn More About DNA Test Options in This Free Video Class

Learn more about YDNA testing and the other types of DNA tests in this free video class, filmed live at RootsTech 2018! You’ll get answers to questions like:

  • Which DNA test should I take?
  • What will I get from the DNA test results?
  • Will DNA testing help with genealogy?

If you or the relative you want to test wants more information about what DNA testing is all about, this is the perfect recap. And best of all, it includes helpful slides, graphics, and it’s all in plain English!

About the Author: Diahan Southard has worked with the Sorenson Molecular Genealogy Foundation, and has been in the genetic genealogy industry since it has been an industry. She holds a degree in Microbiology and her creative side helps her break the science up into delicious bite-sized pieces for you. She’s the author of a full series of DNA guides for genealogists.

Disclosure: This article 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 Genealogy Gems!

This article was originally published on April 27, 2016 and updated on May 2, 2019. 

Why PC World Likes Backblaze for Cloud Backup

Cloud backup services are “one of the smartest things we can do” for our computer says PC World/MacWorld. Here’s why they just gave Backblaze a shout-out.backblaze thumbs up cloud backup

This past week, PC World/Mac World ran an article on Backblaze‘s cloud-based computer backup service, which I use and love here at Genealogy Gems. Senior Editor Brad Chacos reminded readers that “when it comes to backing up your precious data, investing in an online backup service is one of the smartest things you can do.”

Cloud-based backup services run 24/7 through your internet connection, constantly saving changes you make to every file. That means if your computer is lost, stolen, destroyed or hit with deadly viruses, you’ll always have copies of your files available to you.

One challenge of cloud-based backup is that we’ve all got more digital stuff these days.

“As more and more of our lives goes digital, from movies to photos to game libraries, hard drives are filled more than ever before,” says Chacos. It’s not so easy to download that much material online if you ever need to restore your data.

The solution is to ship an entire hard drive to a customer, but that can come at a pretty pricey additional charge ($100 or more). Not fun for a customer who’s already stressed about losing their data.

Backblaze has announced a new solution: its Restore Return Refund Program.

“The Restore Return Refund program is for customers who do not need to keep a USB drive after they’ve recovered their lost data,” the site says. “Backblaze offers refunds for returned drives ($99 for USB flash drives, $189 for USB hard drives – see website for current pricing) within 30 days of receiving the drive, effectively making the process of restoring free! This is a great option if a customer needs to restore a large amount of data, potentially on multiple drives, but does not need to own the USB drives after the recovery.”

The Restore Return Refund Program earns a thumbs-up from Chacos. “Giving customers access to physical backups for the cost of shipping alone removes a huge potential burden from the shoulders of Backblaze subscribers.” He points out that other leading cloud-based computer backup services either won’t ship hard drives at all or continue to charge large fees for it. The Next Web and Verge also gave Backblaze‘s new program (and Backblaze itself) high marks this week.

This new program is just one more reason I’m glad I choose Backblaze to take care of the ENORMOUS amounts of video, audio and other data I create here at Genealogy Gems. It just makes sense. At just $6 a month, Backblaze is so affordable–and the service it provides is so crucial–that I can’t see backing up my computers any other way. They’re a sponsor of my free Genealogy Gems podcast because I’ve checked them out thoroughly and–just as thoroughly–I recommend them.

More Gems on Cloud Backup Services

Online Trees Aren’t Secure: How I Keep My Master Family Tree Safe

“I Was Robbed!” They Took the Computer AND the Backup Drive: Another Argument for Cloud Backup

New Security Measure Improves on Backblaze’s Already Excellent Service

DNA Matches: What You Can Do with All Your Genetic 4th Cousins

(Update 2020) When genealogists take an ancestry DNA test, they are looking for more than just their ethnicity results. They are also very interested in receiving information on other people who have tested who closely genetically match them. They want to know who the closest matches are, and if those matches have family tree information that they can share. 

However, with all the people testing these days, (some being genealogists and some not) the volume of matches can become overwhelming very quickly. 

Are you one of those people who have way too many genetic “4th cousins or closer” among your DNA matches? Have you ever wondered “What do I do with all these matches?!” If so, keep reading. We’re going to explore some of your options, and most importantly, how to determine how genetically close your cousins really are. 

what to do with your 4th cousins DNA genetic genealogy

Doing the DNA Math on Your Cousins

Math can provide us with a degree of certainty in genetic genealogy. Each of us has two biological parents. We have four biological grandparents, and eight great-grandparents.
too many 4th cousins DNA matches

However, the farther back we go the less we can rely on math.

For example, on paper you should have sixty-four 3rd great grandparents. However, many of us find that the same person occupies more than one slot on our pedigree chart. While this significantly decreases the workload for traditional genealogy, it adversely impacts your genetic genealogy. Especially when it comes to that long long list of 4th cousins you have in your match list at any of the three major DNA testing companies.

Depending on how intermarried your lines are, you may be seeing individuals on your match list that genetically look like your fourth cousins, but they are genealogically your sixth cousins – EIGHT TIMES!  So how can you tell the difference?

There are two parts to that answer: one you can control, and the other you can’t.

Distinguishing DNA Matches with Genetic Tools

While your fourth cousins and your eight-time-sixth cousins may look similar genetically, there are often small clues in the genetics that can help you tell the difference. This distinction can sometimes be detected by a testing company who, through research and validation, has been able to fine-tune their algorithms to detect these subtle differences.

DNA cousins

Your Genetic 4th Cousins

You can participate in this double checking process by using some of the genetic tools that are available to you at Family Tree DNA, or at Gedmatch.com. But since you may not be an aspiring geneticist, let’s focus on the genealogical work you can do to determine if a match is truly a fourth cousin.

Use Google Earth to Plot Your DNA Matches

A fourth cousin designation just means that you and your match are separated by between six and twelve degrees (people). So that might be five back on your chart to your common ancestor, and five down to your match, which would make you true fourth cousins. It could also be some other permutation of that.

For our example, let’s assume true fourth cousins. That means that the two of you share one of thirty-two 3rd great grandparents (16 couples). In order to find out which set, you have two genealogical identifiers: surname and location.

Therefore, the first thing you should do is make a list of the surnames and locations of those thirty-two 3X great grandparents.

Now, most of us do not know all 16 of those couples, so you are going to have some holes. Feel free to fill in those holes with surnames on subsequent generations that will carry through to this fifth generation.

A great tool to plot your own list of ancestors geographically is the free downloadable Google Earth software

Check to see if you have the latest version of Google Earth downloaded to your desktop or laptop computer. On your desktop, look for a grey and white globe. If you see a blue and white globe, you have the older original free version of Google Earth. However, a few years ago, Google made their Google Earth Pro version free to everyone, and it is now the standard. 

If you do have Google Earth Pro (the grey globe software) then you’re ready to go.

Google Earth on your computer desktop


The grey Google Earth globe on the desktop.

If you don’t have it, then you will need to download it. 

How to Download the Free Google Earth Software:

  1. Go to http://www.google.com/earth/download/gep/agree.html
  2. Click the blue download button
  3. Read the Terms and Conditions
  4. If you agree to them, click the Agree and Download button
  5. Follow the installation guide
  6. When complete click Run Google Earth

Now that you have Google Earth, you can begin by creating a folder in the Places panel in Google Earth devoted to your 16 couples. Here’s how:

1. In the Places panel, right-click on MyPlaces and select Add > Folder:

how to create a folder in Google Earth Layers panel for DNA

Right-click on MyPlaces > Add > Folder

2. Name the folder and then click OK:

Creating a folder in Google Earth

Creating a folder in Google Earth

3. Now you will see your new DNA folder for your 16 couples in the Places panel. If you don’t see it, look toward the bottom of the list. You can move the folder to any location within the list by dragging and dropping it. 

Create a folder in Google Earth for DNA 32 couples

Create a folder in Google Earth for DNA 16 couples

Once you have your DNA folder created fro your 16 couples, you can then easily plot your surnames and locations. 

How to Plot Your Surnames and Locations in Google Earth:

1. Click your new DNA folder to select it. This will ensure that the placemark you are about to create will be stored in that folder. 

2. In the search box (upper left corner of the Google Earth software) type in the first location and click Search. Google Earth will fly to that location on the map.

Type the locaton in the Search box and click Search.

Type the locaton in the Search box and click Search.

3. In the toolbar along the top of the screen, click the placemark button to place a pushpin in that location:

Click the Placemark button in the Google Earth toolbar

Click the Placemark button in the Google Earth toolbar.

4. In the Placemark dialogue box, enter a title for hte pushpin placemark. Click the OK button to close the box and set your placemark.

5. Repeat the process for all the locations. 

Then evaluate the fifth generation of your fourth cousin matches for genealogical information that lines up with any of the items on your list.

You can also plot the surnames and locations of your matches in Google Earth. This is where Google Earth really comes in handy. The free software makes it very easy to see when your ancestral home may be bordering the locations of your matches. Those with whom you find a similarity become your best matches, and your best chance of determining your connection. Those without an obvious connection cycle to the bottom of your pile for a genetic evaluation. You can perform these same kinds of searches for your second and third cousins as well.

As you begin to become more familiar with the fifth generations of your matches, you may also start to see patterns of surnames or locations emerge among your matches. These then become the surnames and locations that might be able to fill the missing spaces in your pedigree chart.

More Genetic Genealogy and Google Earth Gems

If you are new to using Google Earth, I have several suggested resources for you by Lisa Louise Cooke:

Premium podcast 131

Learn more in Premium episode 131.

Here’s a video of the authors discussing three common DNA misconceptions:

 

 

Authors: Diahan Southard and Lisa Louise Cooke

Family History Episode 42: How to Start a Genealogy Blog, Part 5

Family History: Genealogy Made Easy PodcastFamily History: Genealogy Made Easy with Lisa Louise Cooke Republished August 26, 2014

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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.

In today’s episode we finish a multi-part, step-by-step series on setting up your own family history blog. In episode 40 you decided what the purpose of your blog is, and we got you started with the free Blogger web site and picked out your blog name and set up the web address for it, and got the basic framework started. In episode 41 two seasoned bloggers inspired us with their posts.

In this episode I talk about adding a few more gadgets and details, doing a bit of pre-planning for your blog posts, publishing your first article, and then talking about how your readers will subscribe to your blog. You’ll also get great tips on how to create genealogy content that others looking for the same ancestors can find easily online.

Episode 42: How to Start a Genealogy Blog, Part 5

OK, let’s head back to the new blog we created in Episode 40. I named mine Blog Your Family History. (This is just a sample blog: my current blog is part of the Genealogy Gems website.) Please note: blogging platforms change over time. The features and layouts I mention have been updated. Just watch for similar features in newer versions of the blog platform.

So far I have the basic layout set up and I added the vintage photograph of the three ladies sharing some written correspondence. If you’re not signed in to your Google account, you’ll notice a link in the upper right corner of your blog page that says “sign in.” You’ll need to click that and enter your user name and password to get access to your blog dashboard – the area where you customize your blog and write your blog posts.

When you sign in you’ll be taken to the dashboard area for your blog. In my case I have a couple of blogs, so they’ll all be listed here in the dashboard. To get back to your blog just click the View Blog link for the blog you want to view. You’ll notice that when you get there the link in the upper right corner now says “sign out” so you know right now you’re signed in. To get back to the dashboard where we can continue customizing the blog, just click the Customize link in the upper right hand corner of the blog. So far we have a couple of “gadgets” or sections of our blog:

  • the title area at the top;
  • the blog posts box. In the case of the blog I’m creating here the gadgets run along the right hand side of the blog page.
  • About Me
  • the gadget with the photo I added
  • A followers gadget showing other blogger readers
  • the blog archive gadget – this is where readers can access blog posts that are over a month old.

So let’s add another gadget by clicking the Add Gadget link in the top gadget box and a window will pop up showing us out options. I’d like to add a search box so that my readers can easily find articles with keywords they are interested in. So just click the plus sign to add the Search gadget and a Configure Search Box window pops up so I can fine tune this gadget the way I want it. So I’ll keep the title as “Search this blog” since that’s pretty straightforward, and I’m going to just have it search this blog so I will keep that check box checked. And click the SAVE button and now I have a Search box on my blog.

So as you can see adding various gadgets to your blog is easy and you can customize them to appear the way you want. And remember you can rearrange them on your dashboard by just clicking and dragging them into the position you want. Once you get the elements of your blog the way you like them – at least for now, and you can certainly make changes any time you want – then it’s time to start blogging.

What to blog about?

Hopefully you’ve decided what you want to blog about – perhaps a specific line of your family, or maybe you’re going to just sort of journal what you work on each day. No matter what approach you take, there are a few things to keep in mind. First, each time you write an article and publish it to your blog page it’s called a “post.” Post is sort of interchangeable with article, and posting is another word for publishing – basically you’ve made the article available on the web.

When you do post an article you will want people—particularly other researchers—to be able to find it. You’ll have better success attracting readers who are researching the same families if you sort of put yourself in their shoes. Ask yourself, what will they be searching on? When someone goes to Google and starts looking for blogs about their family trees, they are using keywords to do that search.

So while you may have some very creative ideas for blog post titles, if you don’t include some of those important keywords (or at a minimum the surnames) they may never find you. And of course sprinkling keywords into your post will also increase its chances of being found. And when we talk about keywords, we’re also talking about key phrases, such as family history, or family tree. Other good keywords are genealogy, birth, death, research, location names, etc. Just the kinds of things you would search on if you were looking for people writing about your ancestors. Remember too that an ancestor’s name is also a keyword phrase.

It’s a good idea to mix it up because you never know how someone else will be searching. For example, I research my husband’s great great grandfather Senator C J Larson of Winthrop MN. So if I’m writing about him, I will use several variations of his name:

  • C J Larson
  • Carl Johan Larson
  • Charles Larson
  • Charles J Larson
  • Senator C J Larson

And of course when I use these names in combination with Winthrop, Sibley County, Minnesota, I’m bound to be found by someone also researching him and his family.

Publish your first post

OK, well let’s get right to how to publish your first blog post. At your blog Dashboard (if you’re not there just click the link in the upper right corner that says Dashboard) and click NEW POST. This is like getting a new piece of paper. You’re new post is under the Posting tab and there’s a box where you can write your text and there are some formatting buttons along the top.

My advice is to bite off small chunks. People tend to read something that looks more like a magazine article rather than a novel. And it’s easier to focus in on one topic at a time. So you may want to make your first post a welcome message and explain to your readers what they’ll will be seeing in the future on your blog. I know, you don’t have any readers yet, but since all of your posts are archived, this post will be read tomorrow and two years from now. New readers can find you at any time, and they may very likely take a look at your first post.

The first thing to do is write your post title. I used to wait to title my posts until after I wrote them because writing them often brought to mind the perfect title. But the problem with that is that so often I would forget to go back and type a title in and I would end up publishing without the title. While you can go back and add the title later, it may show up in your readers RSS feeds including those who subscribe to your blog by email. So I find that it works best if I give it the best working title I can come up with, then I write the post, and then I can go back and change it if I want, but if I forget it will at least have a basic title.

Also, remember that your readers probably have many blogs they read – but they probably don’t READ them all, the probably scan the titles and click through to read the ones that sound interesting. So your title has an important job to do. Like the blog text it should contain keywords that will help the post show up in search results, AND it needs to catch your readers’ attention.

When I first started blogging I was always trying to come up with title that as clearly as possible explained what the post was about. But over time I realized that we don’t have to explain it all in the title. In fact, being a bit mysterious or intriguing with the title can entice the reader to click through and read. They’ll find out soon enough all the details of your posting, but your title sets the tone, and catches their curiosity. Of course I don’t advocate bait and switch – but have fun with your titles and use it to your best advantage. And now FINALLY it’s time to actually write your blog post! Of course you can unleash your creativity here, but I do have a few suggestions:

  1. Keep your paragraphs shorter rather than longer – it just makes them easier and quicker to read
  2. Incorporate those keywords and phrases
  3. A picture says a thousand words – add images whenever possible and I’ll show you how in just a moment
  4. Write in your natural voice. Typically blogs aren’t formal, and you will have an easier time writing if you write more like you speak. And that will come across as more genuine to your readers.
  5. Don’t bite off more than you can chew. If you have a lot to say on a particular topic, consider publishing your thoughts in a series of blog posts rather than one really long one. And I find that readers really like following a series.

Once you’ve got it written up, it’s time to a bit of formatting. In Blogger there are a few different fonts you can choose from. Just like in Microsoft word, you highlight the text you want to format and then select from the drop down menu which font, and font size you want. The default font and size might be just fine, but it’s nice to know you do have some flexibility. You can also bold and italicize text by highlighting the text and clicking either button. And like Word you can use Control-B on your computer keyboard for bold and Control I for italicize. You can also put your text in a different color. Again just highlight the text to be changed and click on the capital T button with the color boxes and click on the color you want.

Now a word about formatting. Remember when we discussed that it was a good idea to avoid blog template designs that had dark backgrounds with light type because they are hard on the eyes and difficult to read? Well, over doing text formatting is much the same. It can get hard on the eyes. It’s like the rule of thumb that says you don’t type in capital letters because it looks like you’re screaming at the reader.

Well, overdoing the formatting with a ton of bold and italics and colors just ends up looking chaotic and nothing really ends up standing out. So keep in mind that less is more and use it sparingly so that only the most important things stand out. And just like in Word you can select whether your text is left right or centered justified, or fully justified. And you can create numbered and bulleted lists simply by highlight the text and clicking one of those buttons. And you can also use the Block Quote feature to set text apart as a quotation by indenting it from both sides.

With all of these formatting features you will probably want to see what it will look like to your readers. And that will be different to a certain extent than how it looks here in the post editor. To see it as it will look when posted, click the Preview link in the upper right corner of the text box. When you’re in preview mode the link will then say Hide Preview and to go back to editing or what they call Compose mode just click that Hide Preview link.

Next is the Spell check button, which is something you’ll want to use every time you post. Thankfully if you make a spelling error you can fix it after it’s posted, but it’s so much easier just to run the spell check before you do. There are a couple of more things you can add to this text post to spice it up.

The next button is the Add Image button and it does just that, adds your images and photos. When you click the button an Upload Images window pops up where you can browse your computer hard drive and locate the image you want to add, or if you have a website you can type in the URL address for an image you already have hosted on your website and it will use that image. Keep in mind that Blogger has an 8 MB image size limit, so you might have to reduce some of your photos and save them as smaller files to be uploaded to Blogger. This is often the case when you’ve scanned old family photos at high resolutions that create quite large files.

Once you’ve told Blogger which image to use, you can also choose how you want it to appear on the page on the left, in the center or on the right with the text around it, or you can just leave it as None. And you can also choose whether it is Small, Medium or Large. When you’re ready to go just click the orange Upload Image button and in a few moments it will be processed and you can just click the Done button, the window will close, and your image will now be in your blog post. Again, if you want to see for sure how it will look to your readers just click the Preview link.

You can even upload a video to your blog post. It works much the same way. Click the video upload button. A window pops up and you click the Browse button to locate the video on your hard drive. Blogger will accept AVI, MPEG, QuickTime, Real, and Windows Media video files up to 100 MB in size which is typically about 10 minutes at most. They also have rules about the kind of videos you can upload and require you to click the check box to agree to their terms of service, and then you just click the orange Upload Video button.

Videos take a few minutes to upload, so at first you’ll see the Blogger Uploading Video screen on the video player. You’ll see down at the bottom that it is processing. Once your video appears on the screen then you’re ready to go. If you don’t want to wait while it finishes processing you can click the SAVE button on your post and check back later to make sure it’s complete before Publishing.

And finally, if you decide you want to remove the formatting from you text you can do so with the last button which looks like an eraser. It’s called Remove Formatting from Selection. So in the case of the text that I set apart as a quote, if I want to change it back to regular text, I just highlight the text with my mouse and click the Eraser button and it will go back to normal. If you happen to know HTML you can click the HTML tab and work with your blog post code to further customize it. When you’re done just click the Compose tab to go back to regular editing mode.

Once you have everything formatted, you’ve spell checked and you’ve reconfirmed your title, your ready to send it out to the world! Just click the orange Publish Now button and it will immediately be live on your blog. The next window will say Your blog post published successfully! And you can just click the View Blog link to open a new window and see your published post.

Edit your previous posts

Now if you’re like me then occasionally you’re going to want to go back and edit one of your blog postings. And thankfully that’s very easy to do. Just head back to your Blogger Dashboard and next to the blue New Post button which you would click to create another post, you’ll find the Edit posts link. Just click that and you will see the articles you’ve posted with the most recent one at the top. If you wanted to delete the post all together you just go to the right hand side and click the Delete link for that particular post. To edit the post click the Edit link on the far left side of the post title. This takes you write back into Compose mode and you can make any changes you want. When you’re done, just click the Publish button.

Schedule posts to publish in the future

Do you want to write several posts at once, and have them automatically publish one at a time—once a day, once a week, etc? There’s an easy way to set up your posts to publish in the future. At the bottom of the Text box you’ll see a link called Post Options, just click that. This will expand the box and give you some options. Here you can enter the date and the time that you want the post to go live online. Once you’ve typed that in then just click the Publish button. It won’t be live right now, but will be published at the date and time you specified.

When I first started using this feature I kept clicking SAVE and then wondering why my posts didn’t publish at the right time. But you have to click the Publish button even though you’re not publishing at that very moment. It’s a neat feature, and works great when you’re going to be away but want articles to be published each day. Or like when we talked about breaking up a long article into a series of short articles, you could create them all and then set them to publish once a day or whatever time frame you preferred.

Now you probably noticed that you could also check a box in the Post Options for allowing your readers to post comments. But the best place to set that up is under the Settings Tab. So go to your dashboard, and click Settings. This will take you to the Settings tab which offers a lot of options. Click on the Comments menu link and here’s where you can make your selections as to how you would like your readers to be able to interact with you and your blog. Instant communication and connection with your readers is one of the really unique aspects of blogging, and you’ll find that most folks who read genealogy blogs are interested in a civil conversation. So let’s go through the options here.

  • Show: I usually have this set to show comments. But you can hide them if you want.
  • Under Who Can Comment? I would recommend that you allow anyone to comment. After all, you don’t want to prevent that long lost cousin who finds your family history blog in a search to not be able to contact you.
  • For Comment Form Placement that’s just a personal preference, but I find the pop up window is easy for readers to use.
  • Another important feature among these settings is the Comment message. And then next you’ll find Comment Moderation. I would recommend that you always moderate your comments, at least to start. This means that when a reader leaves a comment you will have the opportunity to read it and approve it to be published in the Comments section of that blog posting. That way you can eliminate offensive comments. Honestly, I’ve never received anything objectionable, but occasionally I do get people who are fishing for business and simply post “I like your blog” so that they can then tell about their company and give their website address. There’s no harm in setting it to Always and you can change it later if you want.
  • Then at the bottom of the Comments Setting I like to type in my email address so that I’ll be notified by email if someone leaves a comment that needs to be moderated. And you moderate and approve comments in your Blogger dashboard.

When you’re done just click the orange SAVE SETTINGS button. And again, you can change these settings any time you want. So how do you moderate reader comments? Well, just click on the Posting Tab, and there will be three options:

  1. New post
  2. Edit Posts
  3. Moderate Comments – just click that link. And if you have comments that need to reviewed and approved or deleted you can do it there.

Let readers subscribe to your blog

And finally, let’s talk about how your readers can subscribe to your blog. That’s the other really cool thing about blogging. Each of your new blog articles can be automatically sent to your readers who subscribe. It’s just like subscribing to a magazine. We subscribe to a magazine so we don’t have to go to the store every day to check to see if a new issue has arrived. Subscribing to a blog is the same idea but of course it’s free. And like magazines being delivered to your mailbox, blog posts can be delivered to your readers blog Reader, or email box.

Your readers subscribe to your blog through your RSS feed. RSS stands for Really Simple Syndication which just means an easy way to send out your posts. But you don’t have to know anything about RSS feeds. Blogger does it all for you and I’m really surprised how many bloggers don’t bother to make it easy for their readers to subscribe. Not everyone who wants to subscribe to your blog will quite know how to do it, or be an experienced blog subscriber. You will want to make it as easy as possible for them to get started. Here’s an easy way to do it.

  1. Go to http://www.google.com/webmasters/add.html. Here you can add an “Add to Google” button to your blog. That way your readers can easily add your blog to their iGoogle homepage or to Google Reader, a tool they can use to receive and read blogs.
  2. For Choose your content type select RSS.
  3. Under Promoting select one blog.
  4. Select the style of button you want to put on your blog
  5. Type your blog address into the box, which needs to be your rss feed. In my case, it’s http://blogyourfamilyhistory.blogspot.com/feeds/posts/default?alt=rss. You substitute your blog name in where mine is currently (your blog name in that link instead of blogyourfamilyhistory).
  6. Click the Generate HTML button. The html code you need to add your button will automatically appear in the box, and it’s already highlighted for you so all you need to do is Control C on your keyboard to copy the code to your computer’s clipboard, and then head back to your Blog dashboard.
  7. Click Layout.
  8. Click Add a Gadget.
  9. Click the HTML / Java Gadget. A window will pop up where you can type in a title such as “Subscribe to this blog.”
  10. In the big box press Control V to paste the HTML code that you copied into the box.
  11. Click the SAVE button.
  12. Back on your Layout page you’ll see at the top that you the “page element has been added” and now the top gadget is “Subscribe to this blog”

Want to see what it looks like? Just click the blue PREVIEW button at the top and it your blog will open up in a new window and there you will see the “Add to Google” button. Now EVERYONE can subscribe and follow your blog quickly and easily. Just close that window, and click the orange SAVE button on your layout page. Now click View Blog and try it out for yourself.

Note: I talk here about iGoogle, which is no longer available.

Add the blog to Google Reader to receive each new blog post when it’s published, and have a link to click through directly to the articles and the blog. It’s very convenient and keeps your blog on the minds and lists of your readers. Now you’re all set to go. You can post your articles, which your readers can follow. As you have more time you can fine tune the settings and layout of your blog. Have fun! Best wishes for connecting with other researchers around the world.

Mailbox question from Beginning GenealogistTip: In response to one of our recent tips, a reader named Sarah pointed out that there are services now to “slurp up” blogs and publish them into books. We’ll tell you about one service, but encourage you to shop around. At Sarah’s recommendation, we looked into Blurb.com. According to Blurb’s Web site, this online program works with several blogging platforms including Blogger, LiveJournal, TypePad and WordPress.com.

You can customize and edit your book in real time. The automatic slurp action imports and maps blog text, images and comments and then links it into professionally designed page layouts. What an exciting way to preserve your family history. What a great Christmas gift or Mother’s Day gift.

Once you are ready to publish your book, you can control the price by buying a hardcover, dust jacket, soft cover and other designs. These books can be up to 440 pages and as few as 40. Have a blog book within 10 days of ordering. Now, as you can imagine, this is a little pricey but still very, very reasonable. Prices start at just $12.95 for a 40-page softcover and go up from there. You get bookmaking software free!

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