Giving Evernote another try

Evernote logoI know that people rave about Evernote, for genealogy and for other aspects of life. Over the years, I keep dipping my toe and withdrawing it quickly. The user interface has just never clicked for me.

I blogged back in February of 2013 that I was exploring Evernote for genealogy. That didn’t really pan out, but late in 2013 I started using Springpad, which has a more graphical interface than Evernote. Thanks to Springpad, I became hooked on cloud-based, synching organizing and storage systems. After Springpad announced it was shutting down this month, I exported my data, including my family history research logs, to Evernote.

So now I’m ready to give it another try. I’m trying to be open minded about Evernote’s interface. I bought and read the e-book Evernote Essentials by Brett Kelly, and I’m going to be checking out genealogy-specific information about Evernote. (This morning, I found this great page on Cyndi’s List with genealogy templates for Evernote.)

I’ll keep you posted, but in the meantime I’m wondering whether any of you have either great tips using Evernote in genealogy or  recommendations of more resources to help me learn to use and love Evernote. If so, I’m all ears!

My new Family History Organizer notebook on Springpad

sp_fam_hist_orgI’ve become a fan of Springpad, a personal organizer app for the web and mobile devices. I use it to manage tasks and keep track of things like books I want to read and have read, movies, and wines. So far, I’m just scratching the surface of its functionality, but I really am loving it. I wrote on my Peace of Mind Organizing blog about how much I’m loving their Task Notebook.

To me, Springpad feels like Evernote meets Pinterest. I find it intuitive, easy to use, and visually appealing.

I am thrilled to announce that I’ve partnered with Springpad to create a digital notebook that’s customized to help you organize your family history. Called the Family History Organizer, it has these features:

  • A simple to-do list to keep track of and plan next steps, including a quick +Add button for adding tasks and checklists
  • A research tracker, complete with template form, so you can log information and research progress quickly and easily
  • An easy “database” for uploading photos and files scanned to your computer or from your phone
  • Bonus: A resources section filled with my tips and helpful tools

I created the research tracker because I have a hard time sticking with a proper research log. The research tracker is light version of a research log, but I think the information it captures will be helpful. Just copy and paste the template headings into a new Note within the Research Tracker tab at the conclusion of each research session and you’ll have an easy, accessible record of that session.

I’ll update the resources section of the Family History Organizer when I come across great resources (or when I want to share a particularly useful blog post).

I hope you’ll check out this custom notebook. If you’re interested in information and tools about organizing in general (not just genealogy), I also have a notebook called The Habit Maker. This is all part of Springpad’s Operation Organization campaign in which they’ve partnered with a small group of organizing experts to create a dozen or so of these notebooks.

If you try out the Family History Organizer, please let me know if you have any questions or feedback!

Embracing Evernote

A couple of days ago I wrote that I was ready to give Evernote a try in organizing my genealogy notes. The truth of the matter is that it’s been a crazy busy week in my business and I haven’t had a chance to do any family history research and give Evernote a test drive.

On Wednesday, I did a web search to try to get my head around how Evernote could help me with my family history research. I quickly was overwhelmed when I didn’t find exactly what I needed. So I stopped looking.

But then, while I was at the gym, I listened to Lisa Louise Cooke’s Genealogy Gems Premium Podcast comparing Evernote to Microsoft’s OneNote. That led me to her Premium Video all about Evernote. And that was all I needed to really feel comfortable with giving Evernote a trial run.

I am so excited by the notion that, using Evernote, I can quickly keep and organize my notes, documents, newspaper articles as I come to them during the course of my research. I have a feeling that my consumption of printer paper and toner is about to go down.

I’ve known about Evernote for years and had friends show me how they use it. But I never felt like I had the problem it was solving.  But now I can see how it really might simplify my genealogy life. And I look forward to telling you that I’m right. (I promise to tell you if I’m wrong, too!)

Exploring Evernote for genealogy

Evernote logoI blogged awhile back that I wanted to start using research logs for my genealogy research. I have to admit, it’s been a bit of a failure. I found the Excel spreadsheet format I used constricting and then I didn’t remember to log my research. But I’m convinced it’s important and I want to refocus my efforts. This morning, I did a little Google searching to try to find suggestions for formats for research logs that might be more useful for me.

As part of that searching, I stumbled upon an article entitled Evernote: The Total Recall Research Log in the Winter 2011 issue of Forum, the Magazine of Federated Genealogical Societies. It’s all about on using Evernote, the cloud-based note management technology, to create and  maintain research logs.

I’m intrigued. I’ve used Evernote sporadically for a few years but have been wanting to learn more about it. As I’ve heard genealogy buffs extol its virtues for help with family history research, I’ve been meaning to explore it more. Today, I think I’ve finally activated that aspiration.

I downloaded the latest version of Evernote for the Mac. I updated the app on my iPhone. I entered my first note. I’ve read articles on the web. And if I feel I need a little extra help, I’ll download the Family Tree University on-demand video class, Using Evernote.

I think my interest in using research logs will dovetail nicely with my interest in using Evernote more for genealogy research. When I look at the Total Recall Research Log of Genealogical Research, which shows detailed research log entries in Evernote, I’m really drawn in.

Do you use Evernote to help you in your family history research? If so, how?