Genealogy Organization and Work Flow that WORKS!

Genealogy organization of data: the genealogy work flow I use.
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⌚ Jump to Video Sections:
0:00 Introduction (More to come)
04:07 5 types of genealogy "work stations"
11:18 the role of a cloud-based note taking tool (Evernote)
15:29 what to put in Evernote
17:44 archived items
18:28 what to do with a new active item
20:24 why I don't store everything in Evernote
25:37 what I put in Evernote
29:52 what I put on my hard drive
33:24 archiving processed sources
33"55 what you need to know about Evernote
35:52 how to save an image from Evernote to your computer
37:45 how to find what you archived
40:30 final thoughts
43:27 genealogy workflow Q&A
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#Genealogy #FamilyHistory #organization

[@kimhanks338]

This was recommended by another person in our Organizing Genealogy SIG for Peoria County, IL Genealogical Society. It didn't disappoint! Thanks!

[@GenealogyGems]

Wonderful! And give my thanks to your SIG for the recommendation.

[@kathleenkelley1299]

This was a great episode Lisa! Will really help my genealogy work flow

[@GenealogyGems]

Wonderful, thanks!

[@justanothergigi]

This was great. I follow a very similar research plan/archive process but for active research I switched from paper to Onenote but it isn't doing what I needed. Now experimenting with Evernote and really appreciate the deep dive.

[@GenealogyGems]

You’re very welcome!!

[@melindavillasenor7996]

Thank you so much!!

[@GenealogyGems]

You're welcome!

[@dianahurford9577]

Gosh I didn’t even know that I needed this answered. Thank you! That gem about right click save as and no loss of image...well it’s a gem!

[@susancasserino2545]

Thank you for all your contributions to genealogy research! It is appreciated! I do have a QUESTTION, and I apologize if you touched on it and I missed it. Do you file records that you have researched and found that they do not apply to your family? If so, how do you file it? Thx!

[@GenealogyGems]

I only save and archive family records. I make notes regarding people (and their records) that I've eliminated as not in my family tree as needed. Thanks for watching!!

[@sabotpfl]

Good morning Lisa! Excellent work. What database software do you use on your home computer?

[@GenealogyGems]

Thanks! I use RootsMagic.

[@k.charleslloyd4345]

It's hard for me to get organized.

[@k.charleslloyd4345]

Just have to customized things.

[@LadyReddK]

Preach!! Same, friend, S.A.M.E.