Friday, April 1, 2016

How to use Evernote for Genealogy : featured library resource for April 2016

Kerry Scott has created How to use Evernote for genealogists, "a step-by-step guide to organize your research and boost your genealogy productivity" using the software program Evernote, published by Family Tree Books.  The strengths of Evernote is that it can accept, organize, and search information in a wide variety of formats including notes, documents, audio files, PDFs, lists and logs. And it runs on a variety of platforms and devices.

Evernote has three levels of membership: free, plus, and premium.  The more expensive levels include more service features, higher data allowances, and better sharing if you have collaborators. There's also a "presentation mode" similar to Power Point at the highest level.

A basic record is a note, which is organized into notebooks, which are further gathered into stacks.  Some ways of organizing would be by record type, family, or activity/project.  Additional tools include reminders and to-do lists.  There are 5 choices for displaying data, and tags can be used to tie together records by any features you choose.

A useful chapter covers using visual and audio files, as well as different kinds of text (for example, emails).  Another covers ways to collaborate with others using Evernote, and yet another covers security of your data.  The book tells you how to synch Evernote with mobile devices, and use it with other tools, such as Penultimate that makes handwritten notes searchable.  Appendices cover census templates and other handy forms, using Evernote to enhance what you get out of conferences, and a handy quick reference guide.  There is a good index as well.

This volume is calculated to give you inspiration and practical tips for using what looks like a very useful tool for genealogists.

1 comment:

  1. Thank you for the article.
    I keep on wondering of the Evernote's functionality. It seems to be really useful and must-have thing as well as data room software.