Courtesy of Julia Mosman, here are the handout notes from our September meeting on Evernote and Genealogy:
What is Evernote?
- An online website that stores your information
- It’s a note-taking and note-filing system
- Only limited by your imagination, and your needs
Features
- Allows you to import & save all kinds of information
- Create a research-workbook log and plan (start or add to it)
- Research notes, to-do lists, photos, e-mails, timelines
- Images from Ancestry and Family Search, state & library websites
- Pages from Google books, magazines, maps, receipts, business cards
- Create a research-workbook log and plan (start or add to it)
- In all sorts of formats
- Typed or handwritten notes
- Photographs
- Video and/or audio recordings
- E-mails
- To all types of devices
- Windows & Apple computers, tablets, iPad, iPhone, & Android smart phones
- Which are synchronized between all your devices (if you have internet access) in the most current version (for your Operating System & browser)
- Your files are automatically backed up to your computer and the Evernote servers
- Includes OCR technology, which makes your notes searchable without manual indexing
Easy to obtain
- Decide if you want a Free, Plus, or Premium Account
- Free has smaller notes, lower monthly maximum import;Premium may not be needed
- Go to the evernote website, EVERNOTE.COM to confirm the differences
- Step 1 – obtain an account, and set up a password
- Allows you to synchronize files
- Email your account directly (you’ll be given an Evernote email address)
- Step 2 – download Evernote
- The system will adapt to your operating system
- Step 3 – download Evernote Webclipper to your browser
- Google Chrome offers the most flexibility and features, but it works with all platforms
- Repeat steps 2 and 3 for all other devices, as needed
- Steps 1 through 3 took 6 minutes
- Step 1 – obtain an account, and set up a password
- If you want, check the “help” guides and videos on the Evernote site; they’re useful
- Over 100 apps are on the Evernote site alone; recommend wait to add them for at least a week,
- But be aware there may be extremely good ways to accomplish something, such as webclipping for Mac and iPhone users.
Using Evernote
Home page is divided into 4 parts – top, left column, center column, and right column
- Top has orientatation
- Email account it’s linked to, SEARCH window
- Action choices similar to other Word or Open Office choices
- Left –
- Work Chat – share immediate messages with other people you’ve invited
- Favorites – easy, quick access to particular Notebooks
- Notebooks – may be individual, or grouped into subject
- Center – all notes in the current workbook OR notes fulfilling your search conditions
- Right – Latest note you are working on, or creating/ check Info icon for documentation
- Click on the note to open it fully
Note- taking 101 –
- Notes are the basis of the system – all data is stored in Note format
- Create New note – click on File, then New Note – or use Shortcut <Cntrl + N >
- Can create a “link” note to files in Dropbox, Google Plus, SkyDrive, etc. as an Index
- Evernote will automatically save notes instantly, and using OCR will index them
- You can manually “sync: notes, speeding up the system timing; valuable if you’re sharing the note with another person
Tagging –
- Tags are one of the mechanisms by which Evernote searches for & retrieves Notes
- Can build them separately, or as each note is entered
- After creating tags, simply attach the Tag[s] to each note –
- Click on Index at the top of the note to add more tags, or remove them later
- To use, enter one or more Tags into search – the center column will fill with all notes containing those tags
Web Clipping –
- System which enables you to capture documents, quotes from books, images, etc., from the Web using any digital device, and store the data in Evernote
- Use Evernote Webclipper or EverClip for iOS devices
- If using Evernote Webclipper – once you’ve gone online and found something
- Click on the small elephant symbol found on your top “address” bar (far right)
- Make choices regarding format, if you want to share, if you want to “markup” clip
- Clip will be sent to your “default” notebook,or added to any designated notebook
- Evernote automatically tracks when you clipped the resource, the last date you modified the clip, and the URL from which you clipped the material
- For iPad or iPhone users, obtain EverClip***, as it makes clipping much easier
- If using Evernote Webclipper – once you’ve gone online and found something
Annotating –
- Method to emphasize or add information in a Note; can be used with images, as well as any note
- Can Highlight, add captions, identify persons, etc.
- Annotate before or after clipping; when creating a Note, or adding at a later time
- Can be easily removed
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http://evernote.com/evernote/guide/web
https://www.youtube.com/watch?v=1p_7snQhdLI
for an overview; look at other videos as well at your own peril!! (there are tons)
https://www.youtube.com/watch?v=vaHFnBM_4_A using evernote for genealogy organization
https://plus.google.com/communities/100137928695553299006 Google group on evernote for genealogy
Thank you very much for these notes! I really appreciate copies of hand-outs, since I am usually unable to get to the meetings. Catherine Harris
Also, I am learning to Journal my research daily, This is a good experience and discipline is not my strong suit yet.