©2017 by Donald R. Snow
This page was last updated 2017-10-12.  Return to the  Utah Valley Technology and Genealogy Group Home Page  or  Don Snow's Class Listings Page .
A major problem in family history today is how to keep up with what's going on, know what's out there, and learn what you need.   You can no longer just read a book or two or take a class and know what to do, since new things come out every day.   Genealogy conferences, publications, and online articles help, but how do you keep track of those?   This class will discuss ideas of what to do with this "how-to" data, so you can store it and find what you need, when you need it.   We will discuss how to use several freeware programs to help.   The notes for this class and related articles, all with active Internet links, are on my website .


  1. Instructors are Donald R. Snow ( ) of Provo and St. George, Utah and Linda Snow Westover ( ) of Orem, Utah. 
  2. These notes, with active Internet links and other related articles, are posted on my website
  3. Tips:  (1)  To put an icon on your desktop for the URL for these notes, or any webpage, just drag the icon from in front of the address in your browser onto your desktop.  (2)  To open a link while keeping your place in the original page, hold down the Control key while clicking the link, so it opens in a new tab. 
  4. A good genealogist doesn't have to know all the answers, just where to find all the answers.
  5. We need to take time to learn new things while we work on family history, since sometimes we "get so busy sawing that we forget to sharpen the saw." (Steve Covey)

  7. Conference notes and handouts -- how to handle them when you bring them home; they are easier to use when in separate files, rather than one large pdf, and in electronic searchable format so you can search for what you want
  8. Genealogy magazines, e.g. Family Tree Magazine and Internet Genealogy -- some are downloadable and you can scan articles of interest
  9. Ideas for getting articles and notes in electronic form -- scanning 
  10. My naming pattern:  "FH-"[KEYWORDS]-Author-[Date of pub or conf in format YYYY-MM-DD]-Title-Source--Scanned (or Screenshot)-YYYY-MM-DD--##.ext
    1. "FH-" tells me it is a How-To, rather than a file with genealogy data, e.g. FH-IMMIGRATION shows it is a How-To and not a file of and ancestor's immigration information
    2. Keywords help sort and find articles
    3. Use as many keywords as you want -- they help when you search for them; many times the title of the article doesn't tell you what it is about
    4. To determine keywords I sometimes ask myself for what topics would I want this article to come up
    5. The keywords near the start make those files sort together so I can look at the collection without even searching
  11. How to use the free programs EVERYTHING, EVERNOTE, BULK RENAME UTILITY, and DUPLICATE CLEANER to help with this -- EVERNOTE makes the articles available your other devices too
  12. Getting notes and articles into EVERNOTE
    1. For online articles you can use the EVERNOTE Webclipper which you install on your browser and, when clicked, it saves the article directly to a note in your EVENOTE account
    2. To put pdf's and other stored files into EVENOTE, open the Notebook you want the articles in, highlight the list in FILE EXPLORER, or other file manager program, right-click and Send To EVERNOTE
    3. Each file goes into a separate note in the notebook you had open.
    4. pdf and html files are readable in EVERNOTE and are indexed immediately in the commercial versions and overnight in the free version
    5. doc, ppt, and other types of files are stored in EVERNOTE, but to be read they must be opened in the appropriate program for them
    6. Free version of EVERNOTE will allow saving two or three types of files, e.g. pdf's and doc's; commercial versions will store all types of files
  13. To Export notes from EVERNOTE
    1. Highlight the list in EVERNOTE, right-click, and Export as Multiple Web Pages (.html)
    2. This forms a folder named with the note's name for each note and containing the file and a png file (photo) of the page from EVERNOTE.
  14. To work with the files it is easier if they are removed from their individual folders and this can be done easily with EVERYTHING
    1. Open EVERYTHING and search for .pdf or .doc or .ppt, etc., and sort the results by the path
    2. Find where the collection is in the "over"-folder you exported it to
    3. Highlight all of the pdf's or doc's, etc., and move them to where you want them
    4. Delete the old export folders with the png files in them.
    5. You now have all the exported files, pdf, doc, ppt, etc., in one folder so you can work on them to relabel, move, etc.
  15. This method of exporting and then re-importing can be used to edit an entire collection of EVERNOTE notes, for example, to put "FH-" in front of every file name by using BULK RENAME UTILITY, since EVERNOTE does not have a global search and replace feature
  16. Another helpful program to store articles is POCKET -- To use it you establish a POCKET account which puts an icon on your bowser so, when you find an online article you want to save, just click the POCKET icon and it is saved and is available to read on any of your devices; I have not been able to find a way to make it save articles that are not online and I don't know of a way to export saved articles like you can do with EVERNOTE

  18. Conferences, family history talks, publications, online articles, FamilySearch, etc.
  19. FamilySearch Wiki -- can save off any articles you want
  20. Search engines -- Google, DuckDuckGo, and others; helpful, but you have to know what to look for or it's like trying to find a word in a dictionary when you have no idea how to spell it
  21. The FH Guide -- free and very helpful
  22. Webinars and podcasts -- UVTAGG, UGA Virtual Chapter meetings, BYU YouTube videos, Legacy Videos -- all are helpful, but take time
  23. Blogs -- many good ones, including James Tanner's and Lisa Louise Cooke's; but not as many bloggers are writing now, for some reason

  25. More information and ideas are on my webpage in other class notes and Freeware Corner articles there
  26. Things are changing so fast in family history that it's hard to keep up now.
  27. FH classes, conferences, and talks help you learn a lot, but some conferences now are so large that us "old codgers and codgerettes" have trouble getting around in them.
  28. Watch the Internet and elsewhere for things that might be helpful later and save the article or at least a note of where to find it
  29. I hope this discussion has given you some helpful ideas.

Return to the  Utah Valley Technology and Genealogy Group Home Page  or  Don Snow's Class Listings Page .