Research With Notes

Well yeah! Researchers need notes to document what they know and what they need to find. Everybody knows that.

There are all kinds of notes management services and apps with many that do amazing things to keep us organized, find what we need fast and capture new information easily. Services like Evernote and One Note are quite impressive. If you are a serious researcher, the time and money needed to get the most from these services is well worth it.

For Mac, iPad and iPhone users, there is the free Notes app. At first glance it looks rather simplistic but it won’t take long to realize how sophisticated it really is. In addition to the basic text note, you can also create checklists and tables. Use Siri to create a new note then dictate your content. You can even add attachments – photos, scanned documents and videos – to your notes.

Research notes tend to grow quickly. Fortunately Notes lets you create folders to help organize all that research goodness. You can easily move a note from one folder to another. There is a sort feature making it easy to sort by date edited, date created or title.

Sample research folder in Notes

As your research notes grow, you will find your device’s search feature very handy. Even better, just ask Siri to find it for you. As you can see in this example, I include hash tags (#Levy #Texas #military) in my notes to make searching even easier. Anytime I want to see all my notes on my Levy family, all I have to do is search for #Levy and Notes delivers. My standard hashtags include family name, location and type of record.

Going to the library to do some research? Take your iPhone or iPad with you and use Notes to scan the documents you find there. All you do is open a note in Notes then tap the plus sign icon at the top of the keyboard. Choose the Scan Document option then position your iPad over the document page. Your device will automatically capture the page and add it to the note.

If you are using iCloud for storage, your notes will automatically synch to each of your iOS devices – and your Mac desktop too. There is also a collaboration feature that takes advantage of iCloud so you can share a note and all your collaborators can view, and or change the content of that note. Your collaborators must be signed into iCloud before they can edit a note.

This is just the beginning. Notes has a lot more goodness to put to good use with your research. You will find detailed instructions for making the most of your Notes app in the iPad User Guide for iOS 12 (there is also an iPhone user guide). You can download either guide in the Books app on your device. These guides are free.

Import Files to Evernote on iPhone

Import Files to Evernote on iPhone

You won’t believe how easy it is to import and attach a file to a note in Evernote on your phone. This includes photos, scanned images, PDFs and office documents. You’ll quickly discover how useful your phone can be as a research tool for capturing information at a library or archive. In this demonstration I’m using an iPhone but the steps are quite similar on most tablets and phones. (more…)

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Import Files to Evernote on iPhone

Evernote notebook on iPhoneYou won’t believe how easy it is to import and attach a file to a note in Evernote on your phone. This includes photos, scanned images, PDFs and office documents. You’ll quickly discover how useful your phone can be as a research tool for capturing information at a library or archive. In this demonstration I’m using an iPhone but the steps are quite similar on most tablets and phones. Continue reading “Import Files to Evernote on iPhone”

5 Reasons to Get Evernote on Your Desktop

Evernote syncs notes between devices. That’s kind of its thing. We want you to have everything that’s important to you at your fingertips no matter where you are or what you’re doing. When you don’t have to worry about where you saved things, you can be more productive. Then you can focus on the creative, personal, or professional task at hand.

That’s one reason to get Evernote on your computer. But that’s not all.

There are also some really cool features that are only available on desktop, or are just better on the big screen. Here are a few things you might not know you can do with Evernote on your computer:

Read Five Reasons to Get Evernote on Your Desktop at the Evernote Blog.

Getting Started with Evernote

Evernote offers a number of video demonstrations showing you how to put Evernote to use. Each of the links below take you to a playlist page showing a series of video tutorials that will help you get started with Evernote.

Getting Started with Evernote: Windows Tutorials

Getting Started with Evernote: Mac Tutorials

Once you understand how Evernote works, you’ll want some ideas on how to put it to work in your genealogical research. You’ll find a growing series of articles discussing Evernote in genealogy right here at Genealogy 101. Just click on the vertical orange bar at the left edge of the screen and scroll down until you see the Tag Cloud. Click the “Evernote” tag to display all articles related to Evernote.