1. Formulate a research plan.
- Objective: What do you want to accomplish?
- Known facts: What have you already learned about your ancestor? Include the relationships, dates and places you’ve found in original records.
- Working hypothesis: What probable conclusions do you hope to prove or disprove?
- Identified sources: Which records are most likely to provide information for your hypothesis? Create a list of possible sources and identify the location of each source.
- Research strategy: What’s your specific plan of action? Determine the order in which you’ll locate each identified source.
2. Create a cousin connections notebook.
Staying in touch with living relatives can be as important to climbing your family tree as tracking down deceased ancestors. Creating a Cousin notebook provides a place to store details regarding your efforts to find these elusive relatives.
- Create a notebook called Cousin Connections.
- Create a note named Index, then input each relative’s name.
- Create a separate Profile note for each relative in the Index, and title it with the person’s name.
- Link names in the Index note to each person’s Profile note by right-clicking on the Profile and selecting Copy Note Link (every note has a unique URL).
- Highlight that same cousin’s name in the Index note. Hit Ctrl+K on your keyboard (Command+K on a Mac) to open the hyperlink box.
- Paste the Profile note’s URL into the hyperlink box by hitting Ctrl+V (Command+V on a Mac).
- Click the OK button to close the hyperlink box. Now the cousin’s name in the Index will be linked to that cousin’s Profile.
3. Track cluster research with tags.
4. Manage your newspaper clippings.
5. Plan a research trip.
6. Set up a blogging or story-writing hub.
7. Inventory your books.
- Create a new notebook titled Book Inventory.
- Take a photo of the cover or title page of a book with your smartphone.
- Upload the photo to Evernote using the Evernote app on your mobile device.
- Once the image has been synchronized to Evernote on your computer and OCR has been applied, your book list will be keyword-searchable from any device with the Evernote app.
8 Manage your genealogical society.
- via email
- via social networks such as Facebook, Twitter and Google+
- by copying and sharing the URLs of specific notes or notebooks