Organize Your Family History

Stay focused and happy while exploring your roots

Embracing Evernote

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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

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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?

Making time for family history research

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I love doing family history research. I really do. I’m also trying to figure out ways to integrate it into my organizing business, so technically it’s work. So why haven’t I done it in more than a week?

I can make excuses for why I haven’t made time to do any research. A week ago I returned from a week-long trip and I jumped right back in to full client load. My desk is a mess. (Embarrassing, but true.) But here’s the thing: since I’ve been home I’ve managed to catch up on most of the TV shows I recorded in my absence. I finished reading a book. I watched a couple of college basketball games.

It really does come down to priorities. (Priority management is a more accurate phrase than time management.)

As I contemplated the fact that I frequently close up shop and leave my desk for the day before I do any research, I realized a few things:

  • The messy desk really does get in the way. (Note to self: Clear it off every night like you used to!)
  • The time I thought I’d try to do it every day, 5 pm, isn’t conducive. Now that it’s winter, it’s dark at that time. I like a lot of light when I’m squinting at old handwriting.
  • If I’m running late trying to get the rest of my work done, I continue working past 5 pm and research is sacrificed.
  • I need to make it very, very easy to start doing the research. One way I might do that is to outline for myself at the end of each research session what I want to research at the start of the next one. Then it’ll be as simple as grabbing a file from the cart stored in a closet a few feet away, rather than rolling out the whole cart. And it gives me immediate focus.
  • I need to examine my priorities for my time and see where this research fits in. Is it more important than keeping up with social media or whittling my inbox down to zero? If so, I should do it before I do those daily tasks.
  • It’s important to recognize that I don’t need hours at a time to do research. As little as 30 minutes can glean some great results.

The process of writing this blog post has given me new resolve. I have a lighter day tomorrow and I’m going to make sure I do some research, earlier in the day. And I’ll make a note at the end of the session about how I want to start the next session.

I think I’ll take a few minutes to clear off my desk right now.

To print or not to print?

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questionmarkI admit it. I like to print out source documents I find online. When I see a census record for an ancestor, for example, I have an overwhelming desire to print it out and put it in that ancestor’s paper file. That system has worked well for me, though of course there’s potential for all those printed records to take up a lot of space.

Yesterday, I was listening to Lisa Louise Cooke’s Genealogy Gems podcast, specifically the Digitize, Organize, and Archive episode in which she interviews Denise May Levenick about organizing family memorabilia and genealogy records. Listening to that, I was inspired to take their advice and try to squash my compulsion to print and instead save these documents as pdfs.

I thought I’d do that today, but I’m realizing that I take some comfort in having paper records. I know my house could catch on fire and the records would vanish. But I think I have more faith in my house remaining unburned than I do in my hard drive not failing. As I’m typing this, though, I know that’s not the true reason. (I back up to an external hard drive and I have an online backup service.) I think the real reason is that my paper files are more organized than my electronic genealogy files.

Saving pdfs rather than printing would require me to clean up my electronic act. And that would be a good thing. As I see it, I’d need to come up with a good naming system and file hierarchy. I’m a Mac user and I typically rely on its excellent search functionality to help me find what I need on my hard drive. But I can imagine that pinpointing specific records in a search might be more difficult.

One advantage I can see to saving these documents on my hard drive is that sometimes I’m doing research in the absence of my paper files. I might be using my laptop upstairs, while my file cart resides downstairs. I might be at a library or a conference. I can certainly see advantages to saving, not printing.

So I’m going to continue printing, but only until I get my head around doing a better job with organizing my hard drive. (Step 1: Read Denise May Levenick’s book, How to Archive Family Keepsakes, which offers information on file naming protocols.) Once I clean up my electronic genealogy files, I think I’ll try saving, rather than printing, and see if I can feel comfortable.

 

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