Tuesday, January 13, 2015

Tagging and Notebooks in Evernote

With the Genealogy Do Over going full force there has been a lot of Evernote questions popping up and most have to do with tagging and notebooks so today I am going to share how my notebooks and tags are set up.

Notebooks shown in blue box and tags are shown in green box.
Inbox Stack :
  • The Inbox notebook which is my default notebook is where everything goes before it gets tagged and moved to the correct notebook.  
  • The To Do notebook holds all to do's both genealogy and personal and they all get assigned a reminder.  Once the task is complete they are moved to the appropriate notebook with correct tags added.  
  • The Blog notebook is a temporary notebook that holds information and ideas for blog posts.  Once I don't need the information any more it is either deleted or moved to the appropriate notebook.
Genealogy Stack : 
  • The Best Practices notebook has citation information and information pertaining to my Legacy Family Tree genealogy program.
  • The Research notebook is all of my genealogy research.
  • The Resources notebook holds all of my genealogy resources.
  • The Shared Genealogy notebook is a public notebook that has templates and other information about genealogy and Evernote in it.
  • The last notebook xTemplatesx has all of the genealogy templates that I use.
Genealogy Trails stack has all of my information for genealogy trails.  I host Columbia and Montour counties in Pennsylvania.  I keep track of things that have been or need to be added to the websites in this notebook.

zArchivez Stack :
  • This stack holds information that is non genealogy that I do not want to part with and shared notebooks that I have joined are also in this stack.
The image below gives a better look at my tags.  I have 5 tag categories that include:
  1. Genealogy
  2. Genealogy Trails
  3. Shannon (holds personal notes, recipes, crafts, etc.)
  4. Templates
  5. Archive
Note:  there is an extra template tag that has no notes associated with it.  It seems to be stuck there I cannot delete it.

My tags in Evernote.
One of the best things about tags is that you can nest them, which makes it easier for me to keep my tags organized.  The first green box shows my @Genealogy category tag and under that you can see all the genealogy related tags.  The second green box is the zSurname tag (the z is to keep it at the bottom of the list) and nested under this tag are all of the surname tags that I am currently using.

Those of you who are just starting out with Evernote don't get hung up on creating all of your tags right away.  I have been using Evernote since about 2007 if not before and my tagging and notebook structure has undergone many transformations.  You have to do what is the easiest for you.

Next up will be searching in Evernote.

Please post your comments and questions below! 
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