![]() I tag each genealogy note with the location(city/county, and state/country), surname(s), and record type. The true power of Evernote comes with the tagging capability. View the photo or document on Evernote and add tags.The steps to adding a document or photo from your hard drive directly to a notebook in your desktop version of Evernote: All I have to do then is quickly add the tags. This automatically creates a new note in that notebook and the file name becomes the note title. I have downloaded the desktop version of Evernote, so when I right click on a photo or document I can send it directly to whatever Notebook I have open on Evernote. I use the following naming protocol – the same one that I use for renaming a record file when I download or scan a document: DATE-RECORD TYPE-NAME-PLACE. If each note begins with a date, the notes will be sorted from earliest to latest. If each note begins with a surname, all notes with that surname will line up. Notes can be sorted in three ways: the date a note was created, the date a note was updated, or the note’s title. To make the best use of Evernote, choose a naming protocol for the title then follow it with each note you create. Typing, uploading a PDF or document, or clipping from the web are the three I use the most. Notes within a notebook can be created many ways. What kind of notes do I include in my Genealogy Research notebooks? Genealogical records such as marriage certificates, links to websites, typed notes on an individual, web clippings of book pages and newspaper articles, land plot maps, emails, DNA notes, county history information – anything and everything that pertains to my family. The “Welch Family Research” notebook is one that Nicole has shared with me so it is red. I nested my genealogy research notebooks under the main notebook titled “Genealogy Research.” The screenshot shows those two notebooks in blue because I have shared them with Nicole. I use Evernote for many things and like to keep my notebooks manageable. I didn’t want to create too many notebooks – one for each surname for example. Nicole is actively research our Welch family line and is adding information as she finds it. Those lines are in completely different parts of the world and don’t intersect until me, so the records I put in each notebook don’t have any overlap. ![]() When I first started using Evernote, I researched various ways others were organizing notebooks for genealogy and and created just two notebooks – one for my maternal line (Kelsey) and one for my paternal line (Shults). The screenshot illustrates my basic notebook stacks with only my Genealogy Research notebook open showing the three notebooks it contains: Kelsey Genealogy Research (maternal line), Shults Genealogy Research (paternal line), and Welch Family Research (Nicole’s shared research notebook). I wrote about the basic organization of Evernote previously, so if you need help understanding notebooks and notes refer to my post, Create Your Own Genealogy Reference Center With Evernote. The first thing you’ll need to do is decide what notebooks to create.
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