Friday, March 27, 2015

Evernote Tips and Tricks from Around the Web


Here are some Evernote tips and tricks from around the web that I found this week.


Hopefully you will get some Evernote inspiration and give it a try with your genealogy research!


Sunday, March 22, 2015

Merging duplicates in Legacy

I accidentally added Raymond Hunter as a child of Ray Arthur Hunter but they are the same person. I could delete Ray but then I would have to add all of his information to Raymond {I don't like typing that much}. 


 Legacy has a merge feature built in that will allow you to combine duplicate people in your database.  Since they are father and son Legacy will not let me merge the two.  First, I have to unlink Raymond from his parents and then I can merge them.

After I unlinked Raymond I went to Ray {the father} and then clicked on the Tools tab in the top menu bar in Legacy and then clicked on Merge Duplicates. {See image below}.


You are given 3 options 1 Manual Merge, 2 Find Duplicates, and 3 Not-Dup list {this gives you a list of individuals marked as not duplicates}.  I chose the first one, Manual Merge which you can see in the image above.  {If you choose Find duplicates Legacy will look in your database for duplicate entries and let you decide what to merge.}

The image below is the window that opens once you select Manual Merge.  Ray Arthur Hunter is the one I want to merge Raymond Hunter into.  Click on Select Right Individual {in the red box in the image below} and this will allow you to select the person  you want to merge.


This is where you select the person to merge.  In the red box you see Ray Arthur Hunter and just below him there is Raymond Hunter.


I highlighted Raymond and checked his information to make sure he was the correct person by clicking on the tabs in the red box.  These tabs let you view the selected individuals information; it is a good idea to check these to confirm that you have the correct individual when doing a manual merge.  Then I clicked on Select {next to the search boxes marked with the green arrow.}



Here is where you begin to merge your two individuals.  Ray Arthur Hunter is the person I wan to keep and he is on the left and Raymond Hunter is the want I want to merge and he is on the right.  Select the information you want to keep by clicking on the dial in front of the information.


Make sure you go through each tab and check that the information you want to keep is selected.  The image below shows the events tab.  There is a story attached to Raymond that I want to move to Ray.  I highlighted the event and then clicked on Copy below Raymond's information.


This moves the story event to Ray.  Then continue on to each tab until you have all of you information moved over.



Once you are sure you have everything you want to merge selected or moved over to the other person you will click on Merge Right Individual into Left Individual.


This box will open once the merge is completed. Go to the person you merged and check to make sure everything looks the way it should.


You can undo your merge by going to the Tools menu and selecting Undo Merge from the toolbar if something did not merge the way you wanted.


I periodically check for duplicates to make sure I did not accidentally add someone twice; it helps keep my database clean.

If you have any questions at all please let me know.

Happy Sunday!

Thursday, March 19, 2015

Cleaning up Legacy using reports!

Last week I had a request for some information on my Hunter line to help a cousin with some researching.  I was so excited I had someone else interested in my Hunters!  I quickly went in to Legacy and put together a descendant report for William Wallace Hunter {my 3rd great grandfather}.



I thought, how hard can it be to create a descendant report for William?  I went to the Report Menu and in the pop up window selected Descendant but when I previewed it it only gave names and birth and death dates.  This was not what I wanted.  After playing around I found that I had to go to the Books tab (see image below) and select the Descendant Narrative.


In the next window there were a lot of options to choose from.  After selecting and deselecting options and previewing I came to a report that I liked {and I saved my report layout for next time..yay!}. I skimmed through the report and then emailed it off.  A day or two later I wanted to look something up in the report that I had created and once I stated looking mistakes started jumping out all over the place.  I ended up printing all 30 pages minus the citations and started going through each person listed and making corrections.  The image below shows the 1900 Census twice for George Hunter.  A lot of them had a census in the report twice because they had two events for the same census because I had created an individual census event and then ended up sharing another census event for the same census from another person.  What a mess...but it is all fixed now! {at least for these people}


It took me a few days to get through the whole report {I was off work sick so this gave me something to do}.

My tip to you all is to print out your reports even if you don't need a printed copy and take some time and go through it.  I was surprised at all the mistakes and duplicate information that I found.  It did take a few days working on it a few hours each day but it was worth it!

Monday, February 16, 2015

Evernote as a Genealogy Research Toolbox

There has been a lot of discussion about genealogy toolboxes and the best way to create one.  I'm sure it is no surprise that I use Evernote to keep mine organized.

I keep the links I use the most towards the top so they are easier to find.

Most are links to websites but I do have some that link to other notes in Evernote.

Using Evernote helps keep my information organized and very easy to find especially with Evernote's search features.

How do you keep your genealogy toolbox??

Sunday, February 8, 2015

Evernote Research Checklist

The Evernote Research Checklist has been updated in my shared genealogy notebook.  You can find it here.



Feel free to use it for your genealogy needs.

Saturday, January 31, 2015

Saving Searches in Evernote

After my last posts about Searching in Evernote and Searching in Evernote Part 2 I have had some questions about saving searches.  Saving searches is not difficult and can be done quickly.

#1 in the image below is the search box.
#2 shows the recent searches in the drop down box that appears once you click in the search box.
#3 shows the saved searches.


Once you type your search in the search box you can save your search by clicking on the save search button (in the image below) and a pop up will open.


The image below shows the saved search properties pop up box and this is where you can change the name of your saved search.  Once the search is saved click out of the search box and then click in it again to open the recent searches / saved searches box shown in image 1 above.


You can then right click or drag and drop the saved search to add it to your shortcuts bar.  The next time you need to run the same search click on the saved search in your shortcuts bar to get the notes that you want.





Wednesday, January 28, 2015

Evernote Quick Tip -- Keyboard shortcuts




Evernote has some keyboard shortcuts to help you get information into Evernote quicker.  The following shortcuts are for Windows Desktop :



Function

Shortcut
Create a new noteCtrl + N
Create a new notebookCtrl + Shift + N
Paste the contents of the clipboard as a new note
Ctrl + Alt + V
Paste from the clipboard with
unformatted text
Ctrl + Shift + V
Paste from the clipboard with original formatting
Ctrl + V
Create a new tagCtrl + Shift + T
Check spellingF7
Insert a check-boxCtrl + Shift + C
Create a bulleted listCtrl + Shift + B
Create a numbered listCtrl + Shift + O
Insert a horizontal lineCtrl + Shift + -
To center textCtrl + E
Add a hyperlinkCtrl + K
Remove a hyperlinkCtrl + Shift + R
Create a new saved search
Ctrl + Shift + S
Reset searchCtrl + Shift + A
Rename a saved searchF2
Find in EvernoteWin + Shift + F
Start screen capture mode. (You can use the Web Clipper to get a screen capture from a website or you can right click on the Evernote icon to start the screen capture mode as well).Win + PrintScreen