How to Use Evernote for Genealogy: The Ultimate Education

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

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

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

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

Here’s how to get started

1. Download the free Evernote software here.

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

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

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

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

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

Here are 5 ways to add content to Evernote

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

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

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

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

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

Resources for Success

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

FREE YouTube Video Series: Evernote for Genealogy

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

Evernote for Genealogy Quick Reference Guide

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

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

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

The Ultimate Evernote for Genealogy Education

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

“Get Started with Evernote”  Mini Series
Episode 1 – Signing Up for Your Free Evernote Account & Downloading the Desktop App
Episode 2 – Getting the Web Clipper
Episode 3 – How to Clip Using Evernote’s Desktop Clipper
Episode 4 – How to Clip Content Using Evernote’s Browser Web Clipper
Episode 5 – How to Use Evernote’s Web Clipper for Chrome

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

Click here to read my Evernote blog posts.

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

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

Episode 192


Genealogy Gems Podcast

Episode #192

with Lisa Louise Cooke

Genealogy Gems PodcastHighlights from this episode:

  • How to use Animoto, my favorite new tech tool for creating professional-looking slide shows and videos
  • New Genealogy Gems team member Amie Tennant shares insights as she prepares for professional certification
  • A listener shares a favorite genealogy database for finding recent relatives
  • A listener uses DNA to connect adoptive and biological relatives?who were closer than she thought
  • A segment from the Genealogy Gems Book Club interview with author Helen Simonson on The Summer Before the War
  • News from Dropbox and a new initiative to capture the family histories of remote, indigenous populations

 

NEWS: Dropbox Improvement
New on Dropbox: Now when you share Dropbox content with someone, shared links will stay active even if you move or rename the file or folder.

Dropbox file-sharing tip: “If you ever want to unshare something you’ve already sent out (like to remove access to a sensitive document), it’s easy to disable an active link.” Just sign in to dropbox.com. “Click the link icon next to the file or folder, and click ‘remove link’ in the top right corner of the box that appears. You can also remove the link by visiting dropbox.com/links and clicking ‘x’ next to the file or folder.”

How to share folders on Dropbox

 

NEWS: MyHeritage and Tribal Quest

NEWS: New Premium Video

New Premium Video Getting Started with Genetic GenealogyGetting Started in Genetic Genealogy: a new video available to Genealogy Gems Premium website members by Your DNA Guide Diahan Southard

Genealogy Gems Premium website membership: Click here to learn more

Click here to watch a free video preview

 

MAILBOX: Russ Recommends the U.S. Public Records Index

Genealogy Gems MailboxRuss blogs at https://worthy2be.wordpress.com/

Genealogy Gems Podcast episode 181: What to use while waiting for the 1950 census

Russ recommends the “U.S., Public Record Index, 1950-1993, Volume 1 and 2.”

“Volume 1 is far more interesting with more data. A search will return a Name AND Birth date, along with more than one ADDRESS, Zip Code and sometimes phone numbers.”

Ancestry’s description of its online database for Volume 1 says original data comes from public records spanning all 50 states, such as voter registration lists, public record filings, historical residential records and other household database listings.

US Public Records Index

Thoughts about using the U.S. Public Records Index (some of these points come from the FamilySearch wiki):

Not everyone who lived in the U.S. appears in the index, and you’re more likely to find birth information for those born between 1900 and 1990. What you’ll find is primarily where someone lived, and often when they lived there.

It’s rarely possible to positively identify a relative in this index, since there’s limited information and it spans the entire country for up to a half century, and you can’t follow up on the record it comes from because the index doesn’t say where individual records come from. As Russ says, this is a great resource to use in combination with other records. It’s a similar concept to the way you might consult uncited family trees: great hints to go on and follow up with further research into verifiable sources.

When you find more recent listings, you can sometimes find telephone numbers for living distant relatives. The Family History Made Easy podcast has a 2-episode series (episodes 14 and 15) about cold-calling techniques for reaching out to distant relatives you don’t know.

 

MAILBOX: Katie on Cold-calling and Adoption and DNA

Katie blogs her family history adventures at McKinnon Ancestry.

Click here to read a blog post with her story and see more pictures that go with it.

Gem - Katie

 

INTERVIEW: Amie Tennant

Amie Bowser TennantAmie Tennant is the newest member of the Genealogy Gems team. She contributes to the blog at www.genealogygems.com. She is also preparing to become a certified genealogist, which is a professional credential offered by the Board for Certification of Genealogists (BCG).

What have you learned in the process of preparing for certification?

“I think the biggest thing I have learned is the meaning of true exhaustive research. We talk a lot about that in our genealogy standards, but essentially, it is looking EVERYWHERE for EVERYTHING that might shed light on your research question.”

Why do you want to become certified?

I want a way to determine how well I am doing. A measuring stick of sorts.

What is the process like?

The process is the same for everyone. Once you have decided to become certified, you apply to the BCG. They send you a packet of information and you are “on the clock.” The clock is up in one year unless you ask for an extension. The portfolio you create consists of:

  • Signing the Code of Ethics
  • Listing your development activities (like formal coursework or enrichment activities);
  • Transcribe, abstract, create a genealogy research question, analyze the data, and then write the research plan for a document that is supplied to you;
  • Do those same 5 things for a document of your choosing;
  • A research report prepared for another person.
  • A case study with conflicting, indirect or negative evidence;
  • A kinship determination project (a narrative genealogy that covers at least 3 generations)
  • There is a lot of great free content on the BCG website: articles, examples, and skill-building activities.

 

GEM: How to Create Family History Videos Quickly and Easily

Visit our page on how to create family history videos which includes video tutorials and inspirational examples.

 

Genealogy Gems Book ClubBOOK CLUB: Interview excerpt with Helen Simonson,
author of
The Summer Before the War

Helen Simonson

featured book

Get the hardcover

Get the Kindle ebook

Beatrice Nash is a bright, cosmopolitan young lady who has grown up traveling the world with her father. Now he’s gone, and she’s landed in the small village of East Sussex, England, where the locals aren’t entirely thrilled about engaging her as a female Latin instructor for their schoolchildren. She spends a summer fighting for her job, meeting a local cast of engaging eccentric characters (both gentry and gypsy) and trying not to fall for handsome Hugh. Then the Great War breaks out.

This novel follows Helen’s popular debut novel, Major Pettigrew’s Last Stand, which became a New York Times bestseller and has been translated into 21 languages. Genealogy Gems Premium website members can join us in June to hear our exclusive and fun interview with Helen Simonson.

 

GENEALOGY GEMS PODCAST PRODUCTION CREDITS:

Lisa Louise Cooke, Host and Producer

Sunny Morton, Contributing Editor

Vienna Thomas, Audio Editor

Additional content by Lacey Cooke, Amie Tennant

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!

Episode 204

The Genealogy Gems Podcast

Episode #204

with Lisa Louise Cooke

Canadian expert Dave Obee shares the story of the Canadian home children tips on newspaper research. Also in this episode:

New site features at MyHeritage, including improved DNA ethnicity analysis (it’s free?upload your DNA!);

An excerpt from the Genealogy Gems Book Club interview with Fannie Flagg about The Whole Town’s Talking?and a great summer reading idea;

A detailed get-started guide to British Isles research: Terminology and census/civil BMD record tips from Kate Eakman at Legacy Tree Genealogists

Why so many weddings are traditionally held in June.

[display_podcast]

Download the show notes

NEWS: DNA AND CATALOG UPDATES AT MYHERITAGE

MyHeritage.com: DNA ethnicity estimate updates and new collection Catalog

View an example of the new ethnicity analysis presentation here: https://vimeo.com/218348730/51174e0b49

3 top uses for the new MyHeritage catalog (with additional details and commentary)

MyHeritage Quick Reference Guide (Newly-updated in 2017)

 

Genealogy Giants: Comparing the 4 Major Websites. This brand new, comprehensive guide helps you answer the question, “Which genealogy websites should I use?”

MAILBOX: BOOK CLUB COMMENTS

Visit the book club here.

Companion video recommendations:

Genealogy Journey: Running Away to Home video (click here to see the book)

You Came and Saved Us” video with author Chris Cleave, Everyone Brave is Forgiven

Alan Cumming on Who Do You Think You Are? Episode summary

Not My Father’s Son  by Alan Cumming

For more information: www.nwgc.org

 

Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. In the works: soon RootsMagic will be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.

Learn more or sign up for Backblaze here.

Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/.

INTERVIEW: DAVE OBEE

Continuing our celebration of Canada’s 150th birthday!

Dave Obee is an internationally-renowned Canadian journalist, historian and genealogist. Dave is a columnist for Internet Genealogy and Your Genealogy Today (formerly Family Chronicle). Dave has also written about family history for Canada’s History and Your Family Tree in the United Kingdom.

Put Dave’s books on your shelf – you can get them here.

Finding Your Canadian Ancestors: A Beginner’s Guide

Counting Canada: A Genealogical Guide to the Canadian Census

Destination Canada: A Genealogical Guide to Immigration Records

Making the News: A Times Columnist Look at 150 Years of History

Canada research tips:

Look in newspapers for ship crossings, notable people sailing, approximate numbers of passengers etc.

Don’t just rely on search engines for digitized newspapers. Browse the papers where you find some hits.

Canada Home Children: Watch and Learn

 

Forgotten, an award-winning documentary (watch the trailer here)

Childhood Lost: The Story of Canada’s Home Children documentary (watch it on YouTube)

 

LEGACY TREE GEM: ENGLISH PARISH RECORDS

Visit Legacy Tree Genealogists: http://www.legacytree.com/genealogygems

Read a companion blog post on English parish records, with several image examples and links to the resources Kate Eakman recommends.

Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance.

GENEALOGY GEMS BOOK CLUB: FANNIE FLAGG INTERVIEW

The Whole Town’s Talking by Fannie Flagg

Genealogy Gems Premium website members may hear this entire conversation in the upcoming Genealogy Gems Premium Podcast episode #148.

BONUS CONTENT for Genealogy Gems App Users

LINK IMAGE TO: http://test.lisalouisecooke.com/get-app/

If you’re listening through the Genealogy Gems app, your bonus audio content for this episode comes from Melissa Barker, the Archive Lady, in honor of International Archives Day on June 9. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users

 

Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.

 

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

 

PROFILE AMERICA: June Weddings

Genealogy Gems Newsletter Sign Up

PRODUCTION CREDITS

Lisa Louise Cooke, Host and Producer

Sunny Morton, Editor

Diahan Southard, Your DNA Guide, Content Contributor

Lacey Cooke, Service Manager

Vienna Thomas, Associate Producer
Check out this new episode!

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