Dipping into Evernote for Genealogy

I’ve been researching my family history for 30 years, and have had Evernote on my computer and mobile devices for 3 or so. But other than using it to clip the occasional newspaper article, I’ve never harnessed the (apparent) power of Evernote as an overarching organizational tool for managing my research.

As part of my 2016 Genealogy Do-Over (GDO), I decided to get serious about Evernote.

Aside: My Evernote setup. I have the desktop version running on a Mac (running OS X 10.11.2). I also have Evernote on my aging iPad and on my iPhone 6. I use the Chrome browser on all devices and have the Evernote Web Clipper extension on my Mac which means I just click the icon to initiate a new note. I will very likely hit the wall on storage and will upgrade to the Premium product even though it breaks this Canadian’s heart to buy anything in US Dollars these days.

Here is a log of my learning process:

  1. I had a peek through the GDO social media sites and found an excellent piece by Colleen Greene on how she uses it. My temptation was to just take her process and make it mine, but quickly realized that this was a rather hasty decision if Evernote and I are going to be best friends going forward. But I liked her note naming and tagging conventions and mentally tagged these for consideration going forward. (See what I did there?}
  2. I decided to do a quick setup on Evernote, creating a notebook stack called Genealogy that contained three folders (for now at least): Maternal Line, Paternal Line, and Research Tools. (Thank you, Colleen.) I had an old notebook called “Genealogy” that was my holding cell for everything related to family history that I had clipped in the past, and I stuck that in there too with the intent of sorting the notes into their proper homes at some point, say, when I get tired of watching Evernote tutorials. I immediately saved the Colleen Green page above into the Research Tools notebook, and tagged it “evernote” and “tools”.
  3. I googled “evernote for genealogy” and right near the top of the search results was this treasure trove of possibility on the Cyndi’s List site. Templates! I love me a good template. Saved the page into my Research Tools notebook and then spent a few hours going through it.
    1. I had a look through Thomas MacEntee’s article Evernote: Your Virtual Genealogy Assistant for a good review of the features of Evernote. I immediately created a contact called “Evernote” and added the email address to which I can send content to my Evernote account. I also learned from Tonia’s Roots that you can add @<notebookname> or #<tag> to the subject of your email and the note will get automatically filed in the correct notebook.
    2. I found Colleen Greene’s helpful piece on Research Logs and Note Links, the second in her series on Evernote for Genealogy, so I decided to just go through her six-article series and mine it for the nuggets. There’s a free downloadable template for her research log that she uses for each person in her tree. It’s a little complex for my needs but I will create my own template at some point. I don’t want to duplicate what I have in my tree software in Evernote, but simply make it a place to store media, articles, and research goals and checklists.
  4. Finally, I reserved and checked out How to Use Evernote for Genealogy: A Step-by-Step Guide to Organize Your Research and Boost Your Genealogy Productivity by Kerry Scott from local public library. It looks pretty comprehensive and I’ll be perusing it for more ideas. If it looks like something I’ll want to refer to regularly, I’ll purchase a copy.

My next steps are to develop some templates for research goals. I don’t want to duplicate information in Evernote that I already have in my genealogy software, but it will be the best place to capture the outstanding research questions that are active at any given time.



3 thoughts on “Dipping into Evernote for Genealogy

  1. I’m in the process of learning Evernote myself, although I’ve had it for about 6 months. I bought Kerry Scott’s book for Kindle a few weeks ago, hoping to finish it during the upcoming holiday weekend.

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