How I Use Microsoft OneNote for My Genealogy Research


Open or Download the Surname Notebooks or the Research Quandaries Notebook




View on OneDrive

Surname Notebook – Sources sorted by Record Type

View on OneDrive

Surname Notebook – Sources sorted in Chronological Order

View on OneDrive

Research Quandaries Notebook

Link to “By Record Type” Surname Notebook Link to “Chronological Sources” Surname Notebook Link to Research Quandaries Notebook
Surname Notebook by Record Type PDF Surname Notebook in Chronological Order PDF



A Quick Tour Through My Surname Notebooks

Part 1 – Quirks of My Notebooks – The Main Sections

Part 2 – More Quirks – Section Groups & Sections

Part 3 – Quirks Continued – Pages For Family Groups

Who goes where – Family Group Records



OneNote A-Z
Getting Started

Access OneNote Anywhere

Basics of OneNote

Research Nirvana

Create a OneNote Notebook

Labeling Notebook Sections

Managing Pages in OneNote

Part 1 – Quirks of My Notebooks – The Main Sections

Part 2 – More Quirks – Section Groups & Sections

Part 3 – Quirks Continued – Pages For Family Groups

Organizing Your Research

Your Notebooks

Gather Your Research Documents

Attaching Files in OneNote

Inserting Files & Images in OneNote

Printing to OneNote




Templates in Surname Notebooks

Census Chart

Initial Research Pages

Cuntz Closed Cold Case

Research Plan


Genealogy Do-Over: Cycle 2 Week 2

The Butcher, Baker and Candlestick Maker



Research Quandaries Notebook

Intro to my Research Quandaries Notebook

Example: Cuntz Closed Cold Case



8 Responses to OneNote A to Z

  • gapark says:

    This is cool! I haven’t seen any other site post something as helpful as this! You are so organized. That is one area of family history that I am a bit dismal at. I’ll be back, as I”m sure I will learn a lot! Gail

  • I agree with gapark’s comments. Love, LOVE! how you have put out so much detail about OneNote, I hope you continue to add more information about how you use and organize it. I have been using OneNote for over a year and I just love how it helps me stay organized and focus on each ancestor and on each branch of my ancestral tree.

    Separate from the loving the OneNote content of your blog, I just wanted to say that your blog itself offered enjoyable reading and I love the format. Looking forward to see more from you.

  • Priscilla Ware says:

    I am really enjoying your OneNote system. I am looking forward to the rest of the OneNote topics. Thank you so much for sharing with us.

  • Priscilla Ware says:

    Have you heard about Thomas MacIntee’s Genealogy Do Over? This basically what I have been doing with OneNote. While I have joined his group I will continue working in OneNote rather than starting a new genealogy program file – it is more of a Re-do or a Do Better. I spread the word to our local genealogy groups here in Central Ohio and we are all looking forward to more posts in this new year. Even if you don’t add new posts you have gotten us off on the right foot. But, I am so hoping that you will begin posting again on the remaining topics.

  • Linda Balderson says:

    Welcome back!! I am also doing the Do-Over and trying to set up my OneNote Notebooks again. I just checked your blog a few days ago and wondered what happened to your informative blog. I am so glad to hear that you will be starting up again.

  • Cathy Stratolfd says:

    Thank you so much for this. You have opened up a whole new world for me with OneNote and I’m really excited to set up my Notebooks for my genealogy research. I’m wondering if you can point me in the direction to learn more about the source descriptions and source logs? I’m a bit lost as to how to fill those in.

  • Pam Shoberg says:

    Wow! Love the information you have shared with us. Thank you so much. I am thinking very seriously of incorporating many of your ideas into my genealogy workflow. I hope you will find the time to continue to keep us updated on your progress.

  • Karen Berg says:

    I came across your blog and it’s extremely interesting. I was in fact starting to build a Notebook as per your instructions and it occurred to me: “what if this program is no longer available to the future generation or the one after that?”. I like the idea of passing my genealogy research to my children in a digital manner but what if my current version is no longer available or compatible?

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A bit about me

Erin Williamson Klein
New York to Nevada
Started my research in 1993

Following the GPS!

Sourced Database Statistics:

2 of 2 people identified in 1st generation
3 of 4 people identified in 2nd generation
6 of 8 people identified in 3rd generation
12 of 16 people identified in 4th generation
20 of 32 people identified in 5th generation
18 of 64 people identified in 6th generation

# people properly sourced
# remaining to be sourced
% completed

Paticipating In:

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The Surname Society

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