OneNote A-Z

I have been busy behind the scenes working on updating my old OneNote posts, putting together some new posts and working through the Genealogy Do-Over Topics. The Research Log dilemma has me in a holding pattern where I am currently stuck in the topics for Weeks 3-5. Anne Faulkner’s (Ancestor Archaeology) Do-Over recap post had me laughing and nodding my head in complete agreement.

When my mind gets muddled overthinking things pondering life’s tough questions how I want my family history research to come together, I tend to avoid the problem give my mind a rest by pursuing some time-wasting endeavor on the computer. Just to clear my head, you know? (If you read between the lines, you might come to the conclusion that I am a procrastinator…) In my research-log-decision-making-avoidance mode, I started a new quilt design for a quilt that has a pedigree chart on it with an appliqued tree and leaves. Copying and pasting all those leaves onto my quilt design and then coloring each one with a different green fabric? Complete time-waster…

predigree-quilt (I know it doesn’t look like much here, but I haven’t finished the whole tree applique. Just imagine your ancestors names in the beige rectangles and photos in the beige diamonds and something like this starting at the bottom left and going out and up around the chart with leaves. Lots of leaves. But not so much detail on the trunk…)

===

I thought perhaps I should do something more productive today. Move a few things off my Task Manager To Do’s. (Like get that research log decision made and just jump into working with whatever I come up with!! Use it now, tweak it later?)

There have been a couple of questions about organizing Section tabs and Pages for each person so I thought I should address how that has evolved as I have been working in my Williamson Surname Notebook. Basically, I have changed the Section Group setup by adding a third group.

Originally I had only two Section Groups created to hold Sections for individuals in my family tree. One for the direct surname line and another for non-direct names organized alphabetically. As I started adding more and more Sections to my notebook for each person, it became apparent that this setup wasn’t going to work for me in the long-term so I reorganized the groups. For now I have three Section Groups. Section Groups alphabetize themselves and I wanted my Section Groups in a certain order so I added numbers to their names.

surname1

===

One important thing to note and something I have to keep reminding myself is I want my OneNote Notebook to be a digital duplicate of how I had my physical binders set up. My original binders were set up in family groups with their records grouped together behind a printed family group record. Once a person got married or remarried, a new family group record was created and the related family documents grouped behind it. (By the way, if you are using OneNote to share your research or to create a digital backup up of the physical notebooks you already have, for convenience and ease of setup, create and layout your OneNote Notebooks just as you did your physical notebooks!)

So rather than think that each Section tab was for an individual person, it should be that they are for a family group. (Banging my head against the desk and saying, “Duh.”) I haven’t yet decided if I am going to keep the naming convention I originally set up [male name only] or rename the Sections to include the wife/mother’s name. If I switch to adding the wife/mother’s name to the Section tab name, I was thinking I would have to add a new Section for subsequent marriages. That hasn’t been an issue for my direct-line ancestors; but as I get more into the collateral lines, I will have to give this a hard think.

This is the Direct Line Section Group for my Williamson Surname Notebook. In each Section are Pages for people in the family group.

surname2

===

I am working on getting things in order on my direct line to start, however, I have some records for my collateral Williamson lines. As I was adding them to the original Non-Direct A-Z Section Group, it was getting a bit overcrowded in the W-X Section. I decided they all needed their own Section Group. This newly created second Section Group is for your collateral lines of the same surname. By the way, the Sub-Section Group ‘Who Married Whom’ is for a research rabbit hole. Two Williamson men married two Williamson women in a double wedding ceremony. The marriage index doesn’t list parents’ names for any of the four. I was trying to figure out which ones I was related to (all four names match people in my tree) and the resulting avalanche of records I gathered needed its own Section Group. (I’ll tell you about the rabbit hole another day…)

surname3

 

 ===

The last Section Group is for lines that have ‘married into’ my surname. Obviously that includes some new direct line surnames as well as husbands to Williamson females. For the surname for my great grandmother, great-great grandmother and on, I have created separate Sections in the front of the A-Z tabs for them. Instead of a separate Section, each family group gets a Page with Sub-Pages. If the Section gets too cumbersome to navigate (too many pages of family groups), they can be moved into their own Section Group or even their own Notebook if needed. Right now, that isn’t been a problem and I’ll think on it when I have to.

surname4
I hope that helps you understand a little bit better how I have been organizing my family groups in my Surname Notebook.

===

 

Part 1 – Quirks of My Notebooks – The Main Sections

Part 3 – Quirks Continued – Pages for Family Groups

 

===

 

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

 

===

________________________________________________________________________________________

Cite This Page:

Erin Williamson Klein, “Part 2 – More Quirks – Section Groups & Sections.” My Family History Files, 20 February 2015 (http://myfamilyhistoryfiles.com/research-plan/surname-section-groups-and-sections/ : [access date]).

Please do not copy without attribution and link back to this page.

________________________________________________________________________________________

alphabet treeHere I am going to show you how to Attach and Insert Files into [onto?] Pages in OneNote. I equate “attaching” with “linking.” I am linking to a File on my hard drive, another Notebook, Section or Page or linking to information on the web.

The first place I do this in each Surname Notebook is in the Table on the Direct Line and Non-Direct Line Sections for each Surname Notebook. Both Tables combined are a list of everyone I have entered in the Surname Notebook so far.

 

files1

===

Making Text a Link is the same procedure you use in MSWord. Highlight the text with your cursor−in this case Margaret Pollitt. On the Insert Ribbon [menu], choose Link. I am using the “Pick a location in OneNote” option so I find my way to where Margaret Pollitt’s Page is located in my Williamson Notebook. When I Click > OK, Margaret’s name in the Table becomes a link to her Page in the Notebook.

files2

===

You can Attach a File anywhere on a Page by placing your cursor wherever you would like the Link to appear. Click > Insert > Link. You can browse the Web or Folders on your hard drive for files to link to in addition to your Notebooks, Sections and Pages. I found the folder for my grandfather’s files on my hard drive and chose the census document I needed to attach in my Table. After I found the appropriate file, I changed the Text to Display to show the year and location of the census.

files3

===

I linked to all the census documents I had for my grandfather.

files4

===

Below, the PDF icons link to newspaper pages that contain articles about a great uncle that found himself in a bit of trouble in his early twenties. I used File Attachment to add them to his Page. I could insert a copy of the newspaper page using File Attachment, however it only displays a portion of the newspaper page.

files6

In a later tutorial I will show you how to insert the individual newspaper articles as another option.

===

________________________________________________________________________________________

Cite This Page:

Erin Williamson Klein, “Attaching Files in OneNote.” My Family History Files, 14 April 2014 (http://myfamilyhistoryfiles.com/organization/attaching-files-in-onenote: [access date]).

Please do not copy without attribution and link back to this page.

________________________________________________________________________________________

P is for Printingalphabet tree

The easiest way to add a file−document, PDF, photo, genealogy chart−is to use the Print Function in the program where you are viewing the document. If you would like to “see” the file on a Page in your Surname Notebook, this is the simplest way to accomplish that.

One of the Pages that I have added to my direct line ancestors is a Timeline that I’ve made up as a table in MSWord. Shown below is the 8 page Timeline for my great grandfather, Henry George Buisch.

 

print1

===

To get this document into the Buisch Notebook in Henry’s Section, I would Click File > Print > Under “Printer” choose “Send to OneNote 2013” from the drop-down menu > Click Print.

print2

===

Note that I have OneNote in my task bar at the bottom of the screen but it’s not currently opened. After a few seconds, the task bar icon will start to blink. When I open OneNote, I get a window that that asks where I want to insert the printout with a list of my Notebooks. I can choose a Section or a Page inside a Notebook. I want the Timeline to be on its own Page that I will make a Subpage of Charts & Reports so I chose the Buisch Notebook and then Henry’s Section.

print3

===

OneNote opens the Notebook and Section I chose and the Timeline is added as a Page at the bottom of the Page Navigation Menu as “Printout”. All that’s needed is to change the name of the Page and to move it up under Charts & Reports and then slide the Page tab to the right to make it a Subpage.

print4

 ===

I really love this option for the Charts & Reports that are available in my genealogy software. I decided to add the Bow Tie Chart I created for yesterday’s post where I was trying to figure out how many names I would have going back 5 generations from my father’s parents to his Charts & Reports Page. Here is the chart in Family Tree Maker. Click Print > Choose Send to OneNote 2013.

print5

===

This time I chose the Charts & Reports Page instead of just my father’s Section in the Williamson Notebook.

print6

===

The Bow Tie Chart is inserted onto the Charts & Reports Page for my father. I moved the second page of the chart up to nest next to the first page.

print7

In the next two posts, I will show you other ways to attach and insert files.

===

________________________________________________________________________________________

Cite This Page:

Erin Williamson Klein, “Printing to OneNote.” My Family History Files, 12 April 2014 (http://myfamilyhistoryfiles.com/organization/printing-to-onenote: [access date]).

Please do not copy without attribution and link back to this page.

________________________________________________________________________________________

Translate

A bit about me


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

Aside from my own family history research, I also have 2 Surname Studies: Williamson in Monroe County New York & Colebach / Colepaugh--a worldwide study & A One-Place Study of Nye County Nevada Boomtowns

Subscribe via Email

Subscribe to my blog and receive new posts by email.

Following the GPS!

Sourced Database Statistics:
230 people in Williamson branch
15 direct ancestors
72 families total
[number] people properly sourced
[number] remaining to be sourced
[percent] completed

Participating In

Genealogy Do-Over

July 2015 Camp NaNoWriMo Participant
July 2015 Camp NaNoWriMo
Goal: 25,000 words in 31 days
Written: 25,926 in 29 days

The Surname Society

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

WikiTree - growing the world's family tree
Join me @ WikiTree