How I Use Microsoft OneNote 2013 for My Genealogy Research


Open or Download the Surname Notebooks or the Task Management Notebook




View on OneDrive

Surname Notebook – Sources sorted by Record Type

View on OneDrive

Surname Notebook – Sources sorted in Chronological Oder

View on OneDrive

Notebook Sections for Task Management

Downloadable Version for OneNote 2013 Downloadable Version for OneNote 2013 Downloadable Version for OneNote 2013
Surname Notebook by Record Type PDF Surname Notebook in Chronological Order PDF Task Management Sections PDF



A Quick Tour Through My Notebooks


Part 1 – Quirks of My Notebooks – The Main Sections
updated 28 February 2015

Part 2 – More Quirks – Section Groups & Sections
updated 28 February 2015

Part 3 – Quirks Continued – Pages For Family Groups
updated 28 February 2015

Who goes where – Family Group Records
posted 14 March 2015


OneNote A-Z
Getting Started


Access OneNote Anywhere
updated 4 February 2015

Basics of OneNote

Research Nirvana

Create a OneNote Notebook

Labeling Notebook Sections

Managing Pages in OneNote
updated 14 April 2015

Part 1 – Quirks of My Notebooks – The Main Sections
updated 28 February 2015

Part 2 – More Quirks – Section Groups & Sections
updated 28 February 2015

Part 3 – Quirks Continued – Pages For Family Groups
updated 28 February 2015

Organizing Your Research

Your Notebooks

Gather Your Research Documents


OneNote A-Z
All the Topics about OneNote for Task Management



OneNote A-Z
Alphabetical List of How-To Topics for OneNote


Attaching Files in OneNote

Printing to OneNote

Inserting Files & Images in OneNote
posted 2 March 2015




Jazz It Up

Keep Track




Unfiled Notes

Video and Voice

Working With

X-tra Stuff




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?

I'd love to hear from you!

This site uses Akismet to reduce spam. Learn how your comment data is processed.


Subscribe via Email

Subscribe to my blog and receive new posts by email.

A bit about me

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

Aside from my own family history research, I also have 2 Surname Studies: Colepaugh mainly in the US and Schraven worldwide.

Following the GPS!

Sourced Database Statistics:

64 direct ancestors through 4x great grandparents
2 of 2 people identified in 1st generation
4 of 4 people identified in 2nd generation
8 of 8 people identified in 3rd generation
14 of 16 people identified in 4th generation
20 of 32 people identified in 5th generation
16 of 64 people identified in 6th generation

# people properly sourced
# remaining to be sourced
% completed

Paticipating In:

WikiTree worldwide family tree
+ more ... join me @ WikiTree

2018 NaNoWriMo Logo
The NaNoWriMo challenge is to write 50,000 words during the month of November.

The Surname Society

Society for One-Place Studies Society for One-Place Studies