“If I put a PDF copy of a newspaper article or a jpeg photo into Evernote, can I get a copy back? I am putting them there for safe keeping and an easy way to archive them but I want to be able to use them in other places in the future.”
Recently Pam sent me the excellent question above. She’s been using Evernote for a couple of years, she says, “but not very well.” I’ve heard that before! I like how she’s now thinking carefully about not just organizing her genealogy research materials (which is important!) but also digitally archiving them effectively.
As I told Pam, folks have tried to accomplish this in a variety of ways. Here’s my two-cent’s worth on how I look at it.
I haven’t found a simple free way to export a PDF that has been saved to Evernote back out as a PDF. This is a weakness of Evernote. (Click here for a blog post about this.)
If you are keen on saving items to PDFs, I would suggest not bothering to store them in Evernote. If you really want a “note” of the item in Evernote, you could use this technique: First, save the PDF to your hard drive (using my Hard Drive Organization Premium Videos).
Then right-click the PDF and “Create a Shortcut.” Drag and drop the short cut into a note. Now with one click of the shortcut in the Evernote note, you can instantly open the document on your hard drive and make any additional notations in the note about the item.
If you would rather save the PDF to a cloud service such as Dropbox rather than your hard drive, you can right click the PDF in Dropbox and select “Share Dropbox Link” and then paste that into a note. This, again, gives you one-click access to the item.
I don’t worry about making Evernote the holding tank for absolutely everything. Sometimes other technologies and services are better suited for the task at hand. But it’s pretty easy to create connections so that Evernote is still your central service. There is another alternative called CloudHQ, which can help you export items, but it is a paid service, and I don’t think the value is there for the price when you can use the method I’ve already described.
To get more answers to questions like these about using Evernote for genealogy I invite you to follow this blog.
Resources:
Evernote for Genealogy Quick Guides for Windows and Mac will help you begin using Evernote immediately and effectively.
Do you use Evernote for Genealogy? Genealogists everywhere are singing its praises and it’s a regular feature here on Genealogy Gems. Well, Evernote just got a little better today.
Evernote has just released a new web clipper and it oozes with awesomeness. It works with Safari, and may be the catalyst for reluctant Windows users to finally say goodbye to Internet Explorer and make the commitment to Google’s Chrome web browser.
My favorite feature (so far) of Evernote’s new web clipper is easy to spot. The Screenshot clipper that was once only available using the desktop app is now built right into the browser web clipper. You gotta love it!
But it doesn’t stop there. Once you have clipped the desired web content, there are a load of new annotations you can add to highlight what’s important to you.
Watch the video to see it in action:
Here are some key features:
The Evernote Web Clipper has been updated on Chrome, Opera, and Safari. You’ll need to restart your browser once it’s updated.
Clipping from Gmail, LinkedIn, YouTube and Amazon has been customized to allow you to clip only the parts of the page you want. It saves as a clean and clutter-free note. With Gmail, Web Clipper includes any email attachments.
You can share clips right from the new Web Clipper. You can even embellish clips with text and visual callouts.
You can assign clips to notebooks and tags right from the clip screen. The more clips you save, the better Evernote gets at predicting where you want it saved.
Who do YOU know who wants to learn more about using Evernote for genealogy? Please share this post with them by email or through your favorite social media channels.
This template is a blank checklist you can use for every ancestor you research. On the checklist are all the different record types you might check: each type of vital record, census, land record, electoral roll, etc.l, along with the various repositories that should be visited or contacted. Why not create a similar temple for the countries you research, if you don’t have Aussie or Kiwi roots?
Resources
This is just one way Evernote helps you track your family history research. Learn more with these resources:
Genealogy Gems Premium members can enjoy a year’s worth of unlimited access to my complete series of genealogy how-to videos, which includes these full-length classes on using Evernote for genealogy:
How the Genealogist can Remember Everything with Evernote (Beginner)
How to Organize Your Research with Evernote (Intermediate)
Making Evernote Effortless (Intermediate)
Collaborative Genealogy with Evernote
(Intermediate)
Using Evernote to Create a Research Plan (Advanced)
That’s just a peek at what Genealogy Gems Premium membership offers: click here to learn more!
“If I put a PDF copy of a newspaper article or a jpeg photo into Evernote, can I get a copy back? I am putting them there for safe keeping and an easy way to archive them but I want to be able to use them in other places in the future.”
If you are keen on saving items to PDFs, I would suggest not bothering to store them in Evernote. If you really want a “note” of the item in Evernote, you could use this technique: First, save the PDF to your hard drive (using my Hard Drive Organization Premium Videos).
Then right-click the PDF and “Create a Shortcut.” Drag and drop the short cut into a note. Now with one click of the shortcut in the Evernote note, you can instantly open the document on your hard drive and make any additional notations in the note about the item.
Evernote for Genealogy Quick Guides for Windows and Mac will help you begin using Evernote immediately and effectively.
