©2020 Donald R. Snow - Last updated 2020-10-08. 

Return to the Utah Valley Technology and Genealogy Group Home Page or Don's Class Listings Page .
ABSTRACT:  The program EVERNOTE has free and commercial versions to store your notes "in the cloud" and allow you to see and update them anywhere you can get to the internet.  Notes are entered by typing, drag-and-drop, capturing websites, recording audio, by camera, and other methods.  These are stored in notebooks which can be over the internet or just local for privacy.  Text is automatically indexed, so it is every-word searchable.  This class will discuss and demonstrate some of these features. The class notes and related information in other articles, all with active links, is posted on  http://uvtagg.org/classes/dons/dons-classes.html .


  1. Instructor is Donald R. Snow (snowd@math.byu.edu) of Provo and St. George, Utah.
  2. The notes and related additional information in other articles is posted on  http://uvtagg.org/classes/dons/dons-classes.html , all with active Internet links.
  3. Tips:  (1)  To put an icon on your desktop 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, but keep your place in these notes, hold down the Control key while clicking the link.
  4. The problem for today:  What is EVERNOTE and how do you use it?

  6. To get EVERNOTE go to  https://www.evernote.com/ , select your user name and password, and set up a free account.  This is the account you log into on any of your mobile or computer devices.
  7. Free version has limitations, but is sufficient for many uses in family history; it can be installed on two devices, e.g. your computer and your smartphone; you can use the web version with your account on any other device.
  8. Commercial versions can be installed on as many devices as you want; can still use the web version anywhere 
  9. Some helps and tutorials
    1. https://help.evernote.com/hc/en-us
    2. "Unofficial Evernote Manual" -- http://www.makeuseof.com/tag/how-to-use-evernote-the-missing-manual-full-text/
    3. Keyboard Shortcuts Cheat Sheet -- https://www.maketecheasier.com/cheatsheet/evernote-keyboard-shortcuts/   
    4. Evernote Blog  

  11. Notebooks in EVERNOTE
    1. Synchronized - these go over the internet to be available on your other devices; automatically backed up online
    2. Local - just on that device; not on the internet so doesn't sync; use for private; can be backed up by copying 
  12. Notes in EVERNOTE
    1. Notes can be text, pdfs, photos, websites, audio, video, and files
    2. Enter text by typing or copy-and-paste; pdfs and files by drag-and-drop
    3. Photos by camera -- use as a scanner; "squares up" documents
    4. Websites by EVERNOTE Web Clipper browser extension-- https://evernote.com/features/webclipper
    5. Audio by dictating with microphone
    6. Sharing notes or notebooks with other EVERNOTE users -- especially helpful for genealogy collaboration  
    7. Notes are saved automatically so you never have to remember to save before exiting
    8. EVERNOTE automatically indexes everything that has text in it 

  14. Write articles and notes -- I write most of my articles in EVERNOTE
  15. Save screenshots -- examples from FamilySearch - webpage and fan chart
  16. Save webpages -- tutorials, historical items, census records 
  17. Camera -- use as scanner for documents, forms, photograph artifacts and describe them
  18. Letter collections -- label so they sort in chronological order for timeline ; use International Date Format YYYY-MM-DD
  19. Research logs -- can use ToDo boxes; available wherever you are
  20. Lists -- contacts, libraries, relatives, websites, email addresses, recipes
  21. Side-by-side images -- example for newspaper clippings
  22. Presentations -- slideshows of notes and notebooks 

  24. Move notes or notebooks by drag-and-drop
  25. Emails sent to your Evernote email address are saved in Evernote P
  26. URL's in text notes become active links cursor at end and pressing space bar
  27. Tags -- use any number of tag words    
  28. Panels for notebooks, notes, shortcuts, tags, etc., can be organized the way you want
  29. CTRL+Z = Undo; can also go back to earlier versions of notes
  30. Spell Checker built in
  31. Search syntax -- space = AND, -[term] = term not there, "[term]" - exact phrase, searching for "win" finds wind, window, windows, Windows 10, etc.; can search for tags 
  32. Exporting notes or notebooks -- .enex format to enter into other EVERNOTE programs; .txt format to use in other programs;  .html format for webpages
  33. Reminders -- can set for any note for birthdays, etc. 
  34. Presentation Mode in commercial versions -- highlight notes or notebooks and show as slide show; mouse wheel goes through note; Page Up or Down  chagnes note; ESC ends Presentation Mode 

  36. EVERNOTE has many features and there are 3rd  party programs to help -- see EVERNOTE Blog -- https://blog.evernote.com/ and the EVERNOTE App Center -- https://appcenter.evernote.com .  
  37. Many online tutorials on YouTube, etc.
  38. EVERNOTE is a very useful program for family history and free version is sufficient for many uses

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