Category Archives: Tech Tips

TGP 38 – Kerry Scott – How to Use Evernote for Genealogy

Direct link to this post: http://www.thegenealogyprofessional.com/Kerry-Scott

We are changing it up for this episode of The Genealogy Professional podcast. Instead of talking with a professional genealogist about running a genealogy business, our featured guest, professional genealogist and author Kerry Scott, talks about her new book, How to Use Evernote for GenealogyEvernote is a well-known productivity tool and Kerry will tell us how it can be used to boost genealogy research efficiency.

Bio – Kerry ScottKerry Scott

Kerry Scott used to be a Human Resources executive. She finally realized she liked dead people better, so now she’s a genealogist. She’s obsessed with using technology to become a more efficient family historian, and she’s spent years developing tools and techniques to make Evernote work for both beginning and expert genealogists. Kerry teaches at Family Tree University, and writes an award-winning genealogy blog, Clue Wagon. Her roots are in the Midwest, but she now lives in Albuquerque, New Mexico.

Book Summary

Harness the powerful, timesaving organization features of Evernote‘s free software and mobile apps to manage your genealogy research. How to Use Evernote for Genealogy explains how to organize all kinds of genealogy clues–from notes and e-mails to vital records and audio files–so the information is easily searchable, accessible on any device, and automatically backed up in the cloud. Step-by-step instructions show you how to organize research materials, analyze research clues, collaborate with cousins, and share your family history.

Publication Info 

book cover

Title: How to Use Evernote for Genealogy

Publisher: Family Tree University (November 16, 2015)

Paperback: 240 pages.

How to Use Evernote for Genealogy is available for purchase from Amazon.com and other booksellers.

The Interview

This interview is a little bit different from what is usually done on the podcast. Instead of focusing on a genealogy professional, we instead focus on a resource – Evernote. Author Kerry Scott talks about her book How to Use Evernote for Genealogy.

In this interview Kerry Scott describes some of her favorite tips and techniques that can make Evernote a go-to tool for professional genealogists. Find out the benefits of sharing notes and notebooks with clients, what makes Evernote’s search functions so beneficial to genealogists, and how Evernote camera captures documents using your mobile device.

Kerry also describes her journey of writing this book – how long it took to write the book, how she organized it to get started and what her greatest fears were.

Action Item

This is a really simple and obvious action item for this episode. Kerry Scott gave excellent insight into Evernote. Evernote is a FREE tool.

Your action item this week is to check it out. Download it on your phone or computer and see what it can do for you. It’s free so trying it out doesn’t cost you anything but time. See if you can use Evernote to make you more productive and efficient.

News

The deadline for speaker submissions to the 2017 National Genealogical Society Family History Conference is coming up on April 1st, 2016. Visit www.ngsgenealogy.org for more information.

In TGP news, in the last episode I mentioned that registration was open for the Mastermind groups that I am offering. I wanted to let you know that both groups have sold out. So unfortunately it’s too late to sign up for them. However, I will be offering two specialized masterminds – one for bloggers and one for public speakers. These will be shorter – not full 12 month masterminds like the others.

I’ll also be bringing back my popular Goals workshop. That’s a onetime 3-hour workshop that helps you really focus in on your priorities and accomplishing your goals. So keep your eye on the website later in March for info about all of that.

We also have a new mailing list and private Facebook group. The group is free and it’s a place where you can talk about the action items from the show and ask questions. There’s one hitch though. In order to get into the group you have to sign up for the mailing list on thegenealogyprofessional.com website. Once you sign up you’ll be sent a link for the Facebook page. So be sure to check that out.

I’ll be traveling and appearing at some conferences in the coming months. On March 10th I’ll be presenting the marketing segment at the Forensic Genealogy Institute in San Antonio, Texas. If you’re going to be there be sure to stop me and say hello.

On March 19th I’ll be presenting my Goals Workshop to the members of the New England Chapter of the Association of Professional Genealogists. And on April 16th I’ll be presenting a genealogy talk at the Massachusetts Genealogical Council seminar in Marlborough, Massachusetts. If you are in New England, be sure to check that one out because CeCe Moore will be presenting a full day of DNA classes as part of the MGC seminar.

Tech Tip: 5 Things You need to know about Periscope

Periscope is a new live streaming tool that has enabled anyone in the world with a smart phone  to broadcast live. Not only that, viewers can watch in real time and interact with the broadcaster.

Periscope App

(left) Periscope world view showing live broadcasts, (right) Displays your Twitter followers and shows how many Periscope followers they have.

Here are 5 things you need to know about Periscope:

  1. Periscope is owned by Twitter so the usernames that start with @ are the same on both platforms. If you have the app installed on your phone and one of your Twitter followers starts a Periscope session, you will be notified (if you have opted for push notifications). Otherwise you can see the live stream notifications in the twitter stream (but by the time you do the live stream might be over).
  2. You don’t have to have the app installed on your phone to watch a Periscope live streaming session. Search Twitter for the word Periscope and you will find live session where you can click on the link and view through your browser. Viewers on the web are anonymous (nice if you’re just trying to figure how it all works) but they can’t  leave comments.
  3. If you tap the screen while watching Periscope live streaming, hearts will fly up. That let’s the broadcaster know you like them without typing a comment. Broadcasters get ranked by the number of hearts they receive.
  4. You can comment on live streaming sessions and the people broadcasting can respond in real time to your questions or comments. The comment function is only available on the apps found in mobile devices so there is no chance that you will get too wordy with your text unless you are a master of typing with your thumbs.
  5. Periscope works best when broadcasting from wifi. Users broadcasting from their smart phones while “on the go” tend to have pixelated, shaky video.

In an upcoming post, we’ll get into potential business applications and best practices for Periscope.