Three Ways to Get a Closer Look at Your Genealogy With Evernote

By Allison Dolan

Evernote isn’t just a great tool for organizing your genealogy, it’s also makes a good tool for analyzing the information you find.

Kerry Scott, who wrote How to Use Evernote for Genealogy and who will be on hand to answer questions in next week’s online Evernote for Genealogy Bootcamp, has a ton of ways you can use Evernote to take a closer look at your genealogy research. Here’s a quick look at three of them:

  • Create a table of contents: This is an easy way to see a list of certain notes at a glance. Simply select a number of related notes—here, we’ve chosen census notes for an ancestor—by holding down Control or Command and clicking (or you can use Control+A or Command+A to select all of them) and click Create a Table of Contents Note. Now, you have one note that lets you see at a glance a list of all the notes you selected. Just click on one of the notes in your list to link to that note.
  • Use tags to find patterns: When you create a note in Evernote, you can assign tags for the name, hometown, occupation, record type, etc. So you might have tags called Smith, Abigail St., Occupation: Railroad, WWII, Public School No. 52, and Census: 1910. Searching for all the notes with the same tag can be a helpful way to reveal hidden commonalities and details. Did two of your ancestors go to the same school or serve together in the military? Did all your farming ancestors turn to different work in the early 1900s? With information like this, you can form new theories and problems to investigate.
  • Save notes with the Evernote Web Clipper: With the web clipper, you can save screenshots of your search queries, websites that contain great historical background for your relatives’ lives, and leads you want to follow up on. It would be difficult to keep these items together using another method. (This feature also is great for everyday life: Clip receipts for online orders, recipes to try, items for your holiday shopping lists, etc.)

Want to be more organized about your genealogy research? To have your information and records about each ancestor or family gathered into one place, where there easy to find and view wherever you are, and to know what your next research steps for each person should be?

You can do this with Evernote—learn how in Family Tree University’s Evernote for Genealogy Bootcamp, taking place online from June 20-26. See how the bootcamp works and what’s included at