How to Use Evernote for Genealogy: A Step-by-Step Guide to Organize Your Research and Boost Your Genealogy Productivity
Rate it:
Open Preview
Kindle Notes & Highlights
2%
Flag icon
Create a note (more on this in chapter 2), then start typing. You can use the note for anything you like—a transcription of a will, notes on a local genealogical society presentation, free-form thoughts on what you remember about Grandpa Joe, the citation for a source you found while researching, or whatever else you’d like to capture.
2%
Flag icon
You can take notes on paper, then scan them into Evernote
2%
Flag icon
Nearly all of us have photos of cemetery headstones and homes or other buildings associated with our ancestors. All of these images belong in Evernote, where they can be cataloged, searched, tagged, and linked
3%
Flag icon
Fortunately, Evernote allows you to store and search PDFs
4%
Flag icon
Evernote has a built-in to-do list feature (image I) that allows you to check tasks off as you complete them and to tag them to cross-reference with the notes they relate to.
5%
Flag icon
www.cyndislist.com>
5%
Flag icon
David Rumsey Historical Maps Collection <www.davidrumsey.com
5%
Flag icon
US National Archives and Records Administration <www.archives.gov>
7%
Flag icon
Evernote Premium users have a Presentation Mode feature that works similar to a PowerPoint slide show
7%
Flag icon
Evernote’s Related Notes feature for Premium subscribers can help by automatically alerting you when a new note seems to relate to something you’ve done in the past.
12%
Flag icon
if notes are the main characters, notebooks would be their parents, and stacks would be their grandparents.
12%
Flag icon
Review your list of notebooks (you’ll need at least two notebooks to do this). Hover your mouse over one notebook, click and hold
12%
Flag icon
your mouse button, and drag that notebook on top of the notebook you want to pair it with to create a stack.
12%
Flag icon
Your stack will automatically name itself. To change the name to something more meaningful, hover your mouse over the n...
This highlight has been truncated due to consecutive passage length restrictions.
15%
Flag icon
Here’s how to set up a reminder for a note: Navigate to the note that relates to the reminder item. Click the little clock symbol at the top of your note (see image E).
17%
Flag icon
you’ll probably want to merge the notes you’ve created about each of them.
17%
Flag icon
Select as many notes as you need to merge by holding down the Control key (on Windows) or the Command key (on a Mac), then clicking each note. You’ll see a dialog box (image N) that gives you several options. Choose Merge.
21%
Flag icon
If you find yourself using a tag often, consider adding it to your shortcuts. Right-click the tag you want, then choose Add Tag to Shortcuts. This will put the selected tag in the top left section of your screen, where you can find it easily.
24%
Flag icon
House numbers are another clue worth tagging. They can help you tie families together via census records, city directories, and land records.
25%
Flag icon
Set up a search on eBay for yearbooks from the schools near where your ancestors lived
26%
Flag icon
example, a stroke used to be called apoplexy, and epilepsy used to be known as the falling sickness—see The Cure for Confusing Disease Names for more.
26%
Flag icon
Family Tree Pocket Reference, second edition (Family Tree Books, 2013),
26%
Flag icon
26%
Flag icon
26%
Flag icon
you’ll need to carefully label these non-relatives in your genealogy files,
26%
Flag icon
By tagging each “FAN” with the name of the ancestor she’s associated with, you’ll ensure that your FANs are connected to the right people
26%
Flag icon
In Evernote, you can use tags to label matches by chromosome number (which chromosome the other person matches you on),
27%
Flag icon
GEDmatch kit number or AncestryDNA username.
28%
Flag icon
Evernote has a built-in camera app that’s separate from your device’s regular camera, meaning your images won’t end up in your camera roll
30%
Flag icon
(CutePDF <www.cutepdf.com> and PrintFriendly <www.printfriendly.com> are popular options among genealogists).
31%
Flag icon
Use the @ symbol in the subject line to send your e-mail to a specific notebook
31%
Flag icon
Use the # symbol in the subject line to tag your e-mail, using tags you have set up in Evernote.
31%
Flag icon
Use !Reminder in the subject line to have Evernote’s Reminder feature prompt you to act on this e-mail in the future.
31%
Flag icon
with the year/month/day, like this: !Reminder !2016/03/31.
32%
Flag icon
There’s a tool called iExplorer that allows you to export both iMessages
32%
Flag icon
messages that need to be preserved, iExplorer <www.macroplant.com/iexplorer> is worth a look.
38%
Flag icon
Related Content feature in Evernote. With this feature, Evernote identifies notes that the program believes to be related to other notes you’ve saved.
43%
Flag icon
Click the note information icon (it’s the circled lowercase letter-i in the top menu toolbox above the note). You’ll see a number of statistics about your note. At the bottom, there’s a link to View History. Click it.
45%
Flag icon
Open the note you want to convert to PDF. Navigate the mouse to somewhere on the note itself, then right-click. Choose Convert Note to PDF from the drop-down menu that appears (image R).
59%
Flag icon
You can use the built-in Evernote camera to take photos of Post-It Notes, and Evernote will automatically detect the image is a Post-It Note and file it accordingly.
59%
Flag icon
You’ll get the best results from the square 3x3- or 11x11-inch Post-it Notes in neon pink, electric blue, limeade, and electric yellow.
59%
Flag icon
The Skitch app allows you to annotate PDFs, photos, and web clippings.
60%
Flag icon
Scannable (image H) is an Evernote-integrated app for iOS devices. It allows you to take photos of documents that the app automatically crops and enhances (image
64%
Flag icon
Enable two-step verification for an extra layer of security for your Evernote data.
64%
Flag icon
Export important notes to PDF so they can be backed up separately. This also ensures that your data will be accessible even if Evernote is no longer in business.
64%
Flag icon
Back up your entire Evernote collection...
This highlight has been truncated due to consecutive passage length restrictions.
65%
Flag icon
Computer security experts advise that it’s always a good idea to change your password periodically.
71%
Flag icon
The best way to use the log templates is to download them in word processing format from <ftu.familytreemagazine.com/how-to-use-evernote-for-genealogy>. You can then copy the tables in those files and paste them directly into an Evernote note. Use that note as your template and customize however you’d like with additional rows or columns.