Using Evernote to Create 
an Effective Research Plan and Log System

With the dawn of the digital age and the move toward a more paperless society, creating a really effective research plan and log system for your genealogical research is easy with Evernote. This workshop will walk you through the steps needed to set up a system with tips on how to customize it so that it works for YOU! Evernote will sync between your computer, phone, tablet, and the web making accessing your plans and logs simple. In this presentation we will be looking primarily at the desktop version of the program.

The main topics covered by this presentation are:

  • Research Plans and Logs
  • The Basics of Evernote’s Layout
  • Creating a Research Plan and Log in Evernote
  • Steps for Using the Plan and Log You Just Created
  • Survey of Advanced Features and Third-Party Tools

This lecture is available as a 1-hour presentation or a 3-hour workshop with in-class exercises.