Research Planning Using OneNote & Evernote – Try It! 2

 Family history researchers are constantly planning their next research move. Whether you realize it or not, you probably are using some form of a research plan in your genealogical endeavors.  Perhaps you do it the old fashioned way using pencil and paper to compile a “to do list.” Maybe you use a word processor to write a formal research plan or an electronic spreadsheet to organize your look-ups for your next trip to the Family History Library. The options for which tool you use to prepare a research plan are numerous. Lately, I’ve become fond of two relatively new tools: Microsoft’s OneNote and Evernote.

Genealogist Caroline Pointer recently put together a fabulous YouTube video, Using OneNote for Research Plans, that I found to be incredibly helpful. Even if you are already a OneNote user, I encourage you to watch her 12 minute video.

Evernote is another powerful tool for genealogists. Jordan Jones, president of the National Genealogical Society recently wrote, How to Use Evernote for Genealogical Research, on the Evernote Blog. Research plans are a perfect fit for Evernote too.

Each individual has his or her own way of planning their research. You have to do what works for you. I’m curious. What tools do you use to prepare your research plans?

Disclaimer: I own OneNote and am an Evernote Premium subscriber. Both of which are paid for with my own money. I have not received anything from Microsoft or Evernote to write this post.

Michelle Goodrum

About Michelle Goodrum

Writer, family historian, and researcher Michelle Roos Goodrum has been researching her family for over 20 years. Being the caretaker of over 135 years of her family’s papers and photographs, Michelle enjoys piecing her ancestors’ stories together. Michelle is also a Teaching Assistant for Boston University’s Genealogical Research Program. Follow Michelle on her blog The Turning of Generations ( ) Michelle is the author of IDG’s monthly column, Timeless Territories.

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2 thoughts on “Research Planning Using OneNote & Evernote – Try It!

  • Claudia

    I have Microsoft Office and although I use the Word all the time I have trouble navigating One Note. I use the free version of Evernote and LOVE it. I found tutorials about the use of Evernote on line You Tube amazed about the versatility of the program. I am seriously considering an upgrade.

  • Michelle Goodrum

    So glad you have found Evernote tutorials on YouTube! We are so lucky to live in a time with the availability of so many tools AND the easy access to training.