Evernote for Genealogy: Should Evernote Be My Digital Archive?
“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.
First, I don’t save newspaper articles to PDF because you have to have a Premium Evernote in order to annotate PDFs and have OCR applied to them. (At least the last time I looked last week.) Personally, I prefer web clipping the article as a note and saving it directly to Evernote.
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.- Become a Genealogy Gems Premium member to access the Ultimate Evernote Education: a series of videos that take you from beginner to advanced user.
- Click here to find even more resources for using Evernote for genealogy!
