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Denise Olson
owner

Evernote Tips  - 
 
D.B. - When you use the clipper, you should see a panel similar to the one here. What will be clipped depends on which option you choose. I have had problems after choosing the screenshot option that the next time I try to use the clipper it automatically takes a screenshot. I've had to hit ESC and then choose another clip option then start again. Hope this helps. 
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Karen Trearchis's profile photoD. B.'s profile photo
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D. B.
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Thanx!
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Shannon Thomas

Evernote Tips  - 
 
The title of my note is Research Index.  I created it by search for all of my research log / notes notes and then sorted them alphabetically.  After they were sorted I selected all of them and selected created table of contents note.  Then I selected all of the note links in the newly created note and added a check box to each note link.  I added spaces before and after each surname grouping and then added the surname headings. 

I am using this note to go through each of these research log / notes notes to make sure everything is added to my Legacy Family Tree software and to see if there are any to dos to be done.  Once I have checked them all I am going to delete the checkboxes and keep this note as an index to these notes.  Each time a create a new research log / notes note I will add it to this index under the appropriate surname heading.
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Denise Olson's profile photoRod Deller's profile photo
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Great idea! Once first index is completed could change your process slightly and keep index up to date. Have all new data sent to InBox. Once processed, tagged etc, move note to Not-Indexed notebook. In Not-Indexed note book compile mini TOC, as an when. Cut and paste into master index under each surname, move notes into Indexed-Notebook. That should keep the index up to date all the time. Keep your check boxes, ticked = in FH programmed, not ticked = to be entered into FH programme.
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Exporting notes as PDF, a tip via Lisa Louise Cooke
Recently I posted on How to Solve a Pesky Evernote Web Clipper Problem. In that post I explained how to save an Evernote web clipping as an image file. Genealogy Gem reader Pat wrote in about how she likes to extract notes. She writes: Hi Lisa, I just ready your post about getting a note …
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Denise Olson's profile photoCarmel Galvin's profile photoKathie Gifford's profile photo
2 comments
 
I have that option in many other programs in Windows but unfortunately not in Evernote.
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Linda Schreiber

General Information  - 
 
A couple of my pretty-much-newbie quick tips for the new year.

I'm not an avid keyboard shortcut user,  but when copying any kind of image file on your computer to evernote, have you found the Control-C then Control-Alt-V shortcut?  Copies the image, and automatically pastes it into a new note in the notebook you are working in.  Ready to title and tag.  Just have EN open, and click on the notebook.  Then open the file.  So fast and easy....

When listening to a webinar or hangout, I used to end up with lots of scribbled notes on scraps of paper....  In the last few days, I figured out that I can just get EN awake, set up a note for the topic, and minimize EN.  When I want to jot notes, I just click on the open EN icon in the task bar.  I can 'scribble' my notes there, while continuing to listen in on the action in the webinar/hangout.  Very cool!

Would love to see this group be more active.  1000+ people.....

Happy New Year to All!
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Linda Schreiber

General Information  - 
 
I've been throwing tons of image files into evernote over the last couple of weeks from two old hard drives and scattered files on the computer.  Lots of census and document images.  And then deleting them from the original spot.  And paranoia set in.  I know there is one copy on my computer and another clouded in EN....  But I decided to find out how to back up all the notes/notebooks into a different place.  
Turns out it was easy!  Right click on 'Notebooks', select enex, and tell it where to put it on your computer.  I then uploaded the enex file to google drive.  
Took just a few minutes for EN to create the file, but about half an hour to upload that 906 MG to Drive.  But it was a good half hour spent.  I feel better....
https://evernote.com/contact/support/kb/#!/article/23186097
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Karen Trearchis's profile photoDenise Olson's profile photoPatrice Green's profile photo
 
thanks.
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Denise Olson
owner

Getting Started  - 
 
Great Evernote manual from makeuseof.com. Clip it into your Help Desk notebook for easy reference. 

http://www.makeuseof.com/tag/how-to-use-evernote-the-missing-manual-full-text/
Table Of Contents §1–What Is Evernote? §2–An Overview Of The Desktop App §3–An Overview Of The Smartphone Apps §4–Tips, Tricks & Hacks §5–Evernote Add-Ons / Plugins §6?–?Conclusion 1. What Is Evernote? Why do you want to use Evernote? Do you really know how to use Evernote? There’s a lot I could say, but to begin…
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Lynn Dosch's profile photonut4nature's profile photomartha tierney's profile photo
2 comments
 
This is fabulous! Thank you!
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Linda Schreiber

General Information  - 
The power of Evernote is that there is no right or wrong way to use it. From audio notes to websites, it's the perfect place to capture and store the content you need to be productive. Here is how one user organizes his Evernote with tags.
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Denise Olson's profile photo
 
Great article! I keep all my family research in one notebook and use a basic naming convention for each note combined with tags and saved searches to organize and quickly find the notes I want when I need them. It's a lot easier to enter tags in the web clipper than wade thru a ton of notebooks to find the one I want.
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We're having our Thanksgiving on Sunday, so I've been workin' away, but feel free to ignore me while you digest ;)

Found a cool thing that may be old news to you, but I love it.
Within a notebook, you can 'PIN' ONE OR MORE NOTES to stick in the same order at the top of the notes list!  I had seen often that this couldn't be done.  All had said that you could only tag and search, or shortcut.

You do this by manipulating the date of the note.  I'm reworking some of the problem people, one by one, and gathering everything for that person into an evernote notebook, but I want the check-list template to be on top, the jottings/ideas note to be second, and the research log template to be third.  For the rest of the notes, tags are fine.

You just bring up the note, and hit the 'i'/info button on the top right.  You can redate the note to the far future, and it pins!  My checklist is year 2200, my ideas is 2150, and the research log is 2100, and they stay in that order.  Also leaves room to fit in other kinds of pinned notes that I might want to add later when I have a clue as to what I'm doing....

Thanks, CyberNet News, for the what-to-do, although the method on the link is now easier using the 'i'/info button, at least on Windows.
http://cybernetnews.com/evernote-favorite-notes/
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Shannon Thomas's profile photoChuck Peck's profile photo
4 comments
 
I use a naming syntax that lets me sort by name and get the date I choose. I put the date in Year Month Day format. As an example; "20141126 research items for project" this really help because the date create or the date last updated might not really reflect the date relates to the Nate.

I initially put all new notes into my Inbox notebook, then go back and edit the title with my date format and move to its correct notebook. 
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I tried EverNote for about two months a couple of years ago, and decided that I preferred OneNote, but I have since changed my mind, and am trying to relearn....  Thanks for being here as I cuss under my voice, and cheer at the same time.
I've cleared out a lot of the garbage, and started to rationalize tags, from the test period, and have figured out how to clip and email and organize.

But one of the most *satisfying* things in the relearn is that I just found that I could "remove the NOTES notebook from the sidebar*!!!
I don't usually gush, but this was big for me....  (I'm overexcited.  Sorry.)

It was the default notebook.  And was really 'All Notes'.  Despite the fact that the new ones were always on top, I hadn't realized how much it felt like a massive to-sort list until I could make it just go away....  I'm much better now ;-)  I have a new default notebook of Inbox, and the Notes notebook no longer looms....

Next time, I will have a real question, and a sedate demeanor.  And I will have a lot less wordiness.  I almost deleted all this before I posted, but there might be others out there with the same irrational hatred/fear of the "Notes" notebook.  

So I am going to hit share....
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Linda Schreiber's profile photoJulie Goucher's profile photo
4 comments
 
It is such a disappointment when an upgrade actually does the reverse! +Linda Schreiber  
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About this community

Evernote in Genealogy is a user group for researchers to help them take advantage of this platform to improve their research and note-taking efforts. If you're just getting started with Evernote, the Getting Started topic is a good place to begin. The links below are also helpful. Got questions? Ask them here! It's quite likely someone has the answer and will share it.

Radu Popa

Evernote Tips  - 
 
In case you haven't used the email to Evernote feature so far:
https://www.youtube.com/watch?v=zPEDAMrGtO0
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D. B.'s profile photoDenise Olson's profile photo
4 comments
 
See the new note added to the group. I can't add an image into a reply so had to create a new note.
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Denise Olson
owner

Mobile Evernote  - 
 
Evernote's new Scannable app (iOS only) is amazing - and free. It's the easiest way I've found to capture an image and put it where I want it. 
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Denise Olson's profile photoTonia Kendrick's profile photoMaria Robin's profile photo
3 comments
 
Great tip. Thanks Denise!
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Denise Olson
owner

Evernote Tips  - 
 
Has anyone put this table of contents feature to use? If so, how are you using it?
Sometimes, you want to have quick access to a bunch of related notes. By creating a table of contents with Evernote, you can seamlessly tie notes together for quick access later. Here's how you can create a table of contents using Evernote for Mac and Windows.
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Shannon Thomas's profile photoDarlene Sye's profile photo
2 comments
 
Thank YOU Denise, for asking the question that Shannon answered!
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Denise Olson
owner

Mobile Evernote  - 
 
I use Mac Family Tree and Mobile Family Tree to manage my genealogy data. (FYI both are on sale for 1/2 price until Jan 11th) They both have nice reporting features and can save them as PDF documents. I've found it quite useful to create a report on the family/person I'm currently focused on, then, in Evernote, I use the markup tools to add highlights, notes, questions, ideas right on the report. It helps me brainstorm.
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Linda Schreiber's profile photo
 
Love the mark-up idea for reports.  Great for narratives, proof summaries, all that!  Thanks!
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Denise Olson
owner

Evernote Tips  - 
 
Love it!
 
I've been throwing tons of image files into evernote over the last couple of weeks from two old hard drives and scattered files on the computer.  Lots of census and document images.  And then deleting them from the original spot.  And paranoia set in.  I know there is one copy on my computer and another clouded in EN....  But I decided to find out how to back up all the notes/notebooks into a different place.  
Turns out it was easy!  Right click on 'Notebooks', select enex, and tell it where to put it on your computer.  I then uploaded the enex file to google drive.  
Took just a few minutes for EN to create the file, but about half an hour to upload that 906 MG to Drive.  But it was a good half hour spent.  I feel better....
https://evernote.com/contact/support/kb/#!/article/23186097
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Patrice Green's profile photo
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Linda Schreiber

General Information  - 
 
Please pardon the gushing, but Oh what a Wonderful Christmas!!  Upgraded to premium, and have been going through many of the endless digital files in "to be sorted" folders scattered everywhere....
So far have gotten through the transferred files from one old hard drive, and most of the way through another one.  Did all the desktop folders from searches.  Now to go find all the many extraneous ones on the current computer.  Dumping all into a notebook called BIG SORT JOB for now.  Yes, this will work.  See below.
And https://evernote.com/contact/support/kb/#!/article/23172031 has been a huge help.  Who knew?  Open the file with an image, hit Control-C.  Then just hit Control-Alt-V from where you are, and the file copies into a new note in EN!  Magic.  Title and tag it.  Brief notes if needed, but fought the urge to analyze.  
For other kinds of files, the Skitch-screenshot-dragme easily dumps whole files into a new note.  Title and tag. Ditto re notes.
Once I get everything in there, I can use tags in this notebook to find duplicates (a big one for me, especially over three generations of hard drives).  And then to gather up notes to move into a surname or place or resource folder.  I've been trying to tag pretty thoroughly so that, what ever folder they primarily end up in, I can find things everywhere with tags.
What should have taken many weeks of spare time and a huge amount of frustration I did in about 5 hours!!  And, at the same time, the next steps with these files will be so much easier!  And a lot less frustrating here, as well. All in one place.  And well-tagged.  I've come to love tags!!  
The unbearably immense, many-months-long, head-bangingly frustrating, I-will-never-really -even-make-a-good-start-on-this, hell-of-a-job....
Well, I'm estimating that, even working full time, I should at least have all the finding, gathering, copying, tagging, notebooking, done by the middle of January :)
Looking forward to a gigglingly happy New Year!
And wishing the same to all of you!
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Denise Olson's profile photoRhonda Lucas's profile photo
2 comments
 
Wonderful! Good luck with that 'big sort job' :D
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Denise Olson
owner

Collaboration  - 
 
Who has put Work Chat to use and what do you think about it? 
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EverSteps's profile photoCheryl Rothwell's profile photo
5 comments
 
It's not something I would use and it kept nagging me. Even if I MIGHT use it at some future time I would have deleted the nagging.
Here's a thought to consider: is Evernote expanding beyond its capacity in its attempt to be all things to all people?
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Denise Olson
owner

Evernote Tips  - 
 
Who knew indexing could be this easy?
Have you wanted to build an index of the articles in your genealogical journals and quarterlies, but found all that data entry more than you could handle? Put Evernote to work and you can have it done...
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Tonia Kendrick's profile photoJulie Goucher's profile photoSusan Sabia's profile photoJudy Lofthouse's profile photo
3 comments
 
Great idea!
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Linda Schreiber

Getting Started  - 
 
Thanks to Lorine McGinnis Schulze for her ebook....  I knew that setting up a consistent and logical tag-naming pattern would help me, after the mess on my first tryout period.  
Nested tags, and how to use, were all by themselves worth a lot more than the $1.25 for her book.
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Mary Butash's profile photoAnne Cramer's profile photoSusan Sabia's profile photo
4 comments
 
Thanks - I'll check it out!
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Denise Wolf

Getting Started  - 
 
Hi Everyone,

I'm new to Evernote and was wondering, do you find it easier to keep track of who you still need to research compared to Family Tree Maker, etc?  I have a few dead ends on my tree that I need to go to the library to search on and am trying to find an easier way to have everything at my fingertips.
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Sandra Hammons's profile photoShannon Thomas's profile photoMary Butash's profile photo
8 comments
 
+Denise Wolf and +Sandra Hammons you are both very welcome.  I am glad you found my Evernote notebook helpful!
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