Join me for Elevenses with Lisa, the new online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode 4:
Questions and Answers
Bill in Athens, TX is looking forward to having his wife bake a batch of the Sour Cream Drop Cookies recipe that I shared in episode 2 of Elevenses with Lisa. (Click here to get the recipe and hear the story of genealogical serendipity that led to its discovery.)
Recipes from long ago often don’t include all the details we’ve come to expect in today’s recipes. Here are Bill’s questions and my answers:
Q: What oven temperature have you found works best?
A: 375 degrees.
Q: About how many cookies does this recipe make?
A: Using a teaspoon to drop the rounded cookies on the sheet yielded about 2 dozen. I froze half the batch, and they defrosted nicely.
Consensus on the Show’s Name
Many, many viewers chimed in on whether or not to keep or change the name Elevenses with Lisa. The overwhelming consensus was to keep the name. And now I can tell you, that’s what I wanted to do. Thank you to everyone who sent messages!
Caryl was one of many who encouraged me to keep the name.
Part 3 of How Alice the Genealogist Avoids Falling Down the Rabbit Hole
Here’s a quick recap of what we covered in Episode 3:
1. Use a Cloud-Notetaking Service
Get a free Cloud note-taking tool and use it consistently. (Examples include Evernote, OneNote, and Google Keep.)
Use the website, software, and/or app to capture unexpected finds while researching. Both Evernote and OneNote work on all platforms.
Your notes in your account will synchronize between your devices (depending on the program and plan you choose.) You can add to your notes or work with them anytime, anywhere.
2. Schedule BSO Time
I use Google Calendar to stay organized and schedule my BSO time. Create a BSO calendar, and then schedule BSO time on your calendar. These will help you remember to follow up. Knowing you have set aside time in the future to explore the BSO helps you mentally let them go and stay on track with your research plan.
This week we covered:
3. Mobile BSO Organization
Success comes from pairing your research plan and process with a great supportive research environment. We have a variety of “environments” we work within such as:
On paper at our desk
On our mobile devices
On our computer
Does your mobile computing environment feel like this? Keep reading for organization ideas.
Let’s look at how we can set up a workflow for BSOs while mobile computing.
My two favorite methods for capturing BSOs on a smartphone or tablet are 1) Cloud Notetaking, and 2) Home Screen “Bookmark Apps”.
Option 1: Cloud Notetaking
I’ll be using Evernote on an iPhone as an example. (You may see slight variations in the instructions depending on the service you use and your device.)
Evernote is a great choice if you want to easily sync and use your notes on all devices including your desktop computer and / or laptop computer.
Before you begin, you’ll need a free Evernote account at evernote.com. You’ll also need to download the free Evernote app from your device’s app store, and log into your account.
When you come across a BSO while researching online in a web browser (such as the Chrome or Safari app), here’s how to capture it:
Tap the Share icon on the web page.
Select Evernote from the menu. If you don’t see it tap More for the complete menu of available apps.
Tap More to find the Evernote app
If you still don’t see it, make sure you have downloaded the app.
The app will open and should open a new note. Edit the note as desired.
Edit the BSO note
Tag the note with the “BSO” tag, as well as any other tags you find helpful.
Tag with the BSO tag
The note is now saved to Evernote. If you are on WiFi, Evernote will synchronize so that the note will be available from any device signed into your Evernote account.
The BSO tagged note
Option 2: Home Screen “Bookmark Apps”
Keep in mind that these aren’t the same as “Bookmarks” found in your web browser apps. I call them “Bookmark Apps” because they do save a particular web page, and they look just like apps. In the menu this feature is called “add to home screen.”
Bookmark Apps are best for when you plan to do your BSO follow up on the same mobile device.
How to capture a BSO as a Bookmark App:
In your browser app, when you come across a BSO web page, tap the share icon.
Tap Add to Home Screen.
Tap Add to Home Screen
Edit the title so it will be easy to remember why you wanted to follow up on it.
Tap Add (iOS – this may be different on Android, or different browsers)
The web page “bookmark app” is now on your home screen.
Once you have created at least two BSO bookmark apps, you can then create a folder.
How to create a folder:
Move the bookmark app by pressing and holding it until it shakes.
Keep your finger on it and drag it onto the other BSO bookmark. This will create a folder.
Name the folder “BSO”.
Press the home button to save.
Bookmark apps in the BSO folder
Now whenever you have some spare time you can tap the BSO folder and get back to one of those items that previously caught your eye.
Resources for Further Learning
Genealogy Gems Premium Membership includes 50 video classes including 6 on using Evernote, and 2 on mobile genealogy topics. Click here to learn more or become a member. For a limited time new members can save 25% off Premium membership. Use Coupon code:ALICE25
One of the 50 video classes included in Genealogy Gems Premium Membership.
Coming in the next episode:
In Episode 5 of Elevenses with Lisa we will cover the final part of How Alice the Genealogist Avoids Falling Down the Rabbit Hole. This section will cover tips for staying organized while researching on your computer. Click here to set your reminder to watch the live show.
I want to hear from you
Please leave your comments and questions below. Thanks for joining me for Elevenses with Lisa!
(UPDATED May 22, 2020.) Is your head swirling with questions such as Evernote vs. OneNote? Or are you wondering about free vs. paid accounts? These are common questions and I have some uncommon, but very effective, solutions for you! Here’s an email I received recently from a Genealogy Gems Premium member on just these questions and the solutions I dished up to answer them.
Sherri’s Dilemma and Questions
Sherri wrote in with a question I frequently receive:
“I have been a very satisfied Genealogy Gems Premium member for a few years now. Given the recent limitations on the free version of Evernote only to be used on two devices, how does OneNote compare to Evernote?
I use Evernote on my desktop PC, my laptop, my iPad, and my iPhone. Now, I have to choose which two devices to use it on (to stay with the free version.)
Sometimes I use my laptop and sometimes I use my iPad when I am out. Other times, I might be somewhere unexpectedly and only have my iPhone with me. And of course, most of my computing is done at home on my desktop PC so I must have it loaded there. What a dilemma!
Since I am on a limited fixed income, I can’t afford to pay to add devices for my notes. Luckily for me, I have only begun to get “addicted” to using Evernote and only have 224 notes so far. If I need to transfer to another application, it would be much easier to do it now rather than later.”
A short while later I received this follow up email from Sherri:
“Hi, Lisa. Me again.
I do listen to you, but sometimes I panic and scream for help before calming down and remembering your advice. LOL
I took your advice and searched YouTube for “Onenote vs Evernote.” I found a couple of very good videos by dottotech. His comparison videos are “Evernote vs OneNote – 5 Key Differences” and “Evernote vs OneNote Follow Up Q&A – ADT 28.” I was hoping he would compare the free version of Evernote with the free version of OneNote. He made a big deal out of the searching capabilities of Evernote over OneNote, but the new basic Evernote doesn’t search text in PDFs or in Office docs (per Evernote’s feature comparison). Also, you really have to rely on having really good tags [to find what you are looking for.]
The new Basic plan only OCRs text in images. That being the case, it seems the searching on text capabilities are better in OneNote, but the tag feature in Evernote makes it more robust. Too bad OnNote doesn’t have tags or keywords or something to categorize the notes. It does, however, have the ability for more notebooks and sub-notebooks than Evernote does and lets you organize like you would paper. That would be an attractive feature for many.
He did give me a good idea in his video. He suggested we keep the Evernote app on our mobile devices and use Evernote in the browser on our PCs and laptops. That just might work for me, but I don’t like Evernote’s user interface on the browser. I don’t know if I can work with it that way.
My biggest concern with OneNote, however, is that it uses OneDrive for the cloud syncing part. I received an email from Microsoft that on August 10 , my free OneDrive storage will be reduced from 30 GB to 5 GB!
I spent a lot of time reducing my used storage to 4.4 GB. The biggest thing I use it for is to store the media files that my RootsMagic file links to so that I will have them available from my laptop or iPad. I also keep my RootsMagic family file in Dropbox so that the RM app will always have the most current data, rather than having to remember to copy it to Dropbox after each use.”
Evernote vs. OneNote
I totally feel your pain and understand your dilemma. In the last decade of tech in particular, the “freemium” model has been used by many online services (websites and apps). The intent is to get folks to try their service, and hopefully love it, so they will want to pay for richer features. After several years, the pressure is on to pay back investors and sometimes just simply stay afloat. It is then that the right to change the terms gets invoked. You cited two great examples: Evernote and OneDrive.
As a small business owner myself, I can appreciate the need to stay afloat so that you can continue to provide quality services to people who need them. That’s why, with my top favorites in tech, I take the plunge and pay for the upgrade in service if I possibly can. I figure that I’m helping them to keep doing what they are doing and I will reap the benefits. But, we all have our economic limits and sometimes we have to get more creative in order to continue using the services.
One of the first things to consider when choosing between Evernote and OneNote is each company’s focus. Evernote is in the business of cloud note-taking. It’s all they do, and all of their resources are invested in the Evernote product. By comparison, OneNote is just one small program under the massive Microsoft umbrella. Cloud note-taking is not their core business. So on the score of company focus, Evernote comes out ahead.
The next thing to consider is whether or not your are a very heavy user of Microsoft products such as Word, Excel, and other programs. If you use these heavily in your research and work, then you might want to go with OneNote since it is built to coordinate with those products. If not, then again Evernote would be my choice, particularly if I already had my notes in Evernote. The good news is that in everyday use, you typically can’t go wrong with either.
You touched on something that differentiates Evernote from OneNote. Evernote limits how much you can upload each month (free=60MB, Premium=10GB), but there is unlimited storage. OneNote is connected to OneDrive with a free limit of 5GB total storage. Currently, you can get 50GB for around $2/month. (Of course plans can change, so check their websites for the most current pricing and limits.) I believe it may also be possible to connect OneNote to another storage service if you so desire. So, the way that you create notes could help you with the decision. A heavy note-taker would probably be better off with Evernote Premium with tons of monthly uploads and no storage limits. However, a lighter note-taker would probably save money with OneNote and the free storage of OneDrive. Check the current storage offering by Microsoft and OneNote here.
Free vs. Paid
If after careful consideration you decide to throw all your notes into the Evernote basket, then there is a decision to make: free vs. paid, and if paid, which plan? I bit the bullet and bought the Premium service which falls price-wise between free and Business. I want Evernote to stay around and considering how important my genealogy research notes and all the other notes in my life are, $7.99 a month seems like a bargain. With the Premium service, you get unlimited devices and your monthly upload soars from 60 MB to 10 GB. You just bought yourself a lot less stress and a lot more freedom to research genealogy.
If you feel it’s in your best interest to stay with the free version of Evernote, then I’ve got some creative solutions for you:
Creative Solution #1:
I suggest in my lectures that you can use your two allowed devices for those you use most often. For me, that would be my desktop computer and my phone. For you, it may be your phone and your laptop.
Remember, you can always use the website app at www.evernote.com in any web browser, both on a computer or mobile device, to access your notes. It does not count toward your device allowance. Like you, I prefer the desktop software and app over the website version, but it does do the job.
We’ve got you covered on Evernote for Genealogy
Creative Solution #2:
If you have a tablet and a phone you may be tempted to make them your two free devices and then use the web version of Evernote on your home computer. However, while you may carry your tablet with you much of the time, you probably always carry your phone with you. With a two device limit, having both of your mobile devices be the primary devices using the app is pretty redundant and unnecessary. Instead, consider having your phone (which you always carry,) and your home computer or laptop (which you likely use a lot) be your primary devices.
Click the Get Started button and follow the instructions.
Leave your computer one and connected to the internet. It’s OK if your computer goes to sleep when you’re not using it. When you remotely access it, it will “wake up.”
After setting it up on your computer, download the Chrome Remote Desktop app on your tablet or phone from the app store.
Connect the app to your home computer following the Chrome Remote Desktop instructions. (Your tablet will need to be connected to the internet for it to work.)
Now when you want to use the Evernote software on your home computer, you can gain remote access to it on your tablet using Chrome Remote Desktop. You’ll be able to do everything you want to do on the Evernote software from your tablet. You will also be able to access all of those notes later on your phone or through your tablet’s browser with evernote.com.
This handy solution is going to solve your challenge with the size of RootsMagic genealogy database files. Since you can now access your computer remotely with your tablet, there’s no reason to keep the file on OneDrive! (But please do be sure that your computer is backed up! I recommend and use Backblaze. Click here for more info on that.) You can now work directly on your RootsMagic software even from your tablet or smartphone. Isn’t technology fabulous?
I hope these ideas help you make the decision that is right for you and right for your family history. My personal goal, and our goal here at Genealogy Gems, is to help you succeed in the pursuit of your family history!