Thursday, September 25, 2025

Collaborating in Genealogy


I have a folder of public domain books. I share the folder with one other person. They have a personal (paid) Evernote account. (I can only share with paid accounts because their free trial only allows you to have 50 notes and my book folder has 450 notes)




Yes, it would be possible for people to request they see 50 specific books I have saved but I don’t have time for that.


For my example here I am going to say that Catherine shares a folder of books in pdf form with Mary. Both Catherine and Mary have paid Evernote accounts.




Some tips to make sharing Evernote easier:


TAGS

Tags are immensely useful! Use them!

A problem I see right off the bat is that when Catherine shared a folder with Mary all of Catherine’s tags could not be seen on Mary’s Evernote. This really sucks. But we have to just roll with it. Mary can start fresh. For example, she can choose her most important research targets, search that word and then do this: For example, search for Cockacoeske in the book folder. It will come up with a list. Maybe 25? Click the first note.

Then scroll down to the bottom of the list and hold the Shift button down and click the last note in the list. This will select all 25 notes.

A menu will pop up on the bottom of your screen, click the tags icon



Now add any tags that are going to help you find this group of notes again.





Web clipper: I suggest that Mary downloads the Evernote Webclipper extension. It will save a webpage directly to your Evernote. I have a notebook titled “inbox” and I designated that as my default notebook in the Web Clipper settings. Everything is saved in that folder. I use this about ten times a day!



With your Evernote account you get an email address where you can cc or forward any email and it will go in your Evernote automatically. This is what it will look like. Let's say, for example, Evernote gave you the email xyz@evernote.com for this purpose (find your special email address in your Evernote settings). You want it to go into a folder named “Spokane” (create that folder first!) and how you do that is you write @Spokane in the subject line. 

You can also forward old emails using the same method.

A great use for this: say you are having conversations about family history with your great aunt Pearl. Teach her how to do this and ALL her emails will go into the designated folder.






Just a quick note about my Books folder: most of the books are public domain and fine to share, but a few journal articles are recent and still under copyright. Because of that, I can’t make the folder widely available.

Right now I’m only sharing it with one person since she understands she can’t repost or redistribute those articles. If you share your own folders, it’s good to make sure everyone knows the same ground rules.



Some glitches with Evernote:

  1. Sometimes when you try to delete an image it deletes the whole note. You have to go to “trash” and restore the note

  2. I have had a couple of books that were too large of a file for Evernote Desktop and it crashes Windows. What needs to be done then is to go to the web version of your Evernote and delete the note. Replace with a new note with just a link to the book and an explanation about what happened. I have only had this happen twice so far. One was “Wilderness Road”

  3. In the past sometimes I would share a link to an Evernote note and when the user tried to see it, it required that they log in to Evernote. This is a bug. You do not need to have an Evernote account to see a shared note. This is a known issue. Hopefully it is fixed, I haven’t had it happen in a while.



Uploading a pdf to Evernote:

  1. Go to the folder you want to upload to

  2. From the dropdown menu choose “attachment”




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