Evernote Tip – Grabbing Records

When you find a useful record in one of the online databases that includes an image of the original record, what is your process for grabbing that record and adding it to your Evernote research notebook? Do you download the image then upload it to Evernote?

If you are using a Mac or iOS device you have options that can save you time and effort.

First . . . on a Mac when you click the Save button and select the option to save it to your computer, your Mac will present an option panel like the one shown here. Instead of using the Save File option, select the Open with Preview choice then click OK.

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Once the image is opened in Preview, tap the Share icon and choose the Evernote option.

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Using Preview has other advantages too. If the image needs some editing, you can use Preview’s image editing tools to crop, adjust color and resize the image before sending it on to Evernote.

Things get even more interesting on an iPad. Here you see a record detail sheet. The green box to the right of the record’s title lets you know there is a record image available. Tap the green box and you will see the actual record.

Now tap the share icon in the bottom left corner of your screen and choose the Evernote option to save it.

Evernote’s detail panel appears so you can choose the notebook, add tags and adjust the title for this record. When ready, tap Save in the upper right corner and off it goes to your Facebook notebook.

Just another way Evernote makes your research easier . . .

Evernote Formatting Updates

Evernote just released a new update that includes easier formatting options for iOS devices. Open the Evernote app, then go to Account > Settings > Notes and you will find an Advanced Editing option. On that screen, you will find five advanced editing options you can turn on or off – Lists, Checkbox, Divider, Code Block and Table. Each option includes instructions on how to create that formatting feature. For example, with the Divider option turned on all you need to do to create a divider is type three asterisks *** or equal signs === on a new line. The newest addition to these formatting options is the table. To create a table use square braces [] to identify a cell. If you want a table with four cells in each row, type four sets of braces [][][][]. To define how many rows, add an x and the number of rows to create. Setting up a table with four cells and five rows will look like this [][][][]x5. It’s that easy.

Evernote account settings

Get the Board All On the Same Page

How do you get your board all on the same page?

It would be wonderful if our society board members all had the same operating system, applications and level of expertise. It would make collaboration so much easier. Something as simple as distributing an agenda for an upcoming meeting can be a challenge when it is created on the latest and greatest version of Word but most of the board are using much older versions or a different operating…

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Get the Board All On the Same Page

It would be wonderful if our society board members all had the same operating system, applications and level of expertise. It would make collaboration so much easier. Something as simple as distributing an agenda for an upcoming meeting can be a challenge when it is created on the latest and greatest version of Word but most of the board are using much older versions or a different operating system.

Fortunately we now have several very impressive – and affordable – options. Not only do they make it easy for societies to work together online, they also provide a secure archive to store the information we need to keep. Two platforms immediately come to mind – Dropbox and Evernote. Here’s why . . .

  • Both platforms support Windows and Mac desktops along with iOS and Android mobile devices.
  • Both are affordable. An annual premium plan for Evernote is $70 and for Dropbox is $99. The society would purchase one account and the board/staff members share the society’s folders from their own accounts. If they don’t already have an account, they can sign up for a free account and use it.
  • Both support including photos, PDF documents and links to support your society’s archive needs.
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Paper app on an iPhone

Things get really interesting when you use them for your collaborative efforts. Do you normally create a draft agenda document and email it to each board member to add their topics? How many times does it have to make the rounds before you have a functional agenda? With Evernote, you create a notebook and share it to your staff. When it’s time to build your agenda, create a new note and notify the others to come add their items. Everyone can access Evernote using the device and Evernote app of their choice. It will have the same look and feel, no matter what each member uses to view the agenda note.

Dropbox recently released Paper – a free app for Android and iOS devices. It serves as an editor within the Dropbox platform. Desktop users can access it through their web browsers. Inviting others to participate is easy. Just type @username (using each user’s actual username) and each will be notified that they were mentioned with a link to that document.

Which platform should you use? Whichever platform most of your staff are already using. Create a prime account for the society. Share the needed folder/notebook to the appropriate staff members. Users can work in the society account from their free account. The society creates shared folders/notebooks for meeting management and other collaborative needs and invites the appropriate board/staff members to participate.

Since these two platforms have become favorites in the genealogy world your staff may already be using one or both. Some members will need help getting started, but it won’t take long to introduce them and get them comfortable using it. Your biggest challenge will be changing the routine. Old habits are hard to break.

Interesting Updates

A couple of interesting updates for iOS devices recently … The Flickr app has some performance enhancements and a new “group card” feature that makes it easier to follow what’s going on in your favorite groups. Probably the most significant update is that you no longer need a Yahoo email address to create an account in Flickr. Any email address will do. Flickr’s new group cards as seen on an…

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