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Labeling Notebook Sections

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Before I give you specific details on how I have my Notebooks set up, I first want to explain a little bit about how to label Sections and manage Pages [which will be my next post]. About labeling Sections… [lots of visual aids today! hahaha]

In the Notebook you created in yesterday’s post, your first Section is already created for you. To rename it, Right Click on the Section tab > Click Rename.

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To create new Sections, you can Right Click on any Section tab > Click New Section or Click the small Section tab just to the right of your last Section.

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You can create as many Sections as you need. If you create more Sections than will fit across the top of your Notebook, a Drop-Down Menu appears as the last Section tab. Click it to get the Drop-Down Menu.

Sections can be moved/rearranged by Clicking and Dragging them into any order you desire. In my Quilting Notebook,  I like to keep the Sections in alphabetical order [pictured below] so I am always rearranging them when I add a new Quilt Design Section tab.

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You can group Sections together and name them as a Section Group. Right Click on a Section tab > Click New Section Group. The Section Group appears at the top of your Notebook with the rest of your Sections. The Parent Group is the first grouping of Sections that you see when you first open your Notebook. In the example below, the Parent Group is: Direct Line, Non-Direct Line, Page Templates, Research Books and Locale History. You will only have a Parent Group if you set up other Section Groups.

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When you are in a Section Group, to get back to the Parent Group, Click the Green Arrow in the upper left corner of your Section tabs.

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Right Clicking on a Section tab gives you other options available for Sections. You can Move or Copy Sections to other Section Groups and even other Notebooks. You can Merge two Sections together. And you can change the Section tab color.

I am not sure if Section Password Protection is available for all versions of OneNote. I have heard that the free versions don’t have this option. I generally only use this option on a few of the Sections in my Personal Notebook.

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Cite This Page:

Erin Williamson Klein, “Labeling Notebook Sections.” My Family History Files, 5 April 2014 (https://myfamilyhistoryfiles.com/organization/labeling-notebook-sections: [access date]).

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

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Create a OneNote Notebook

Are you ready to create your first notebook in OneNote? I started with one notebook for each of my grandparents’ surnames. I added a fifth general genealogy information notebook later on and finally a “hold everything” research notebook to keep the odd bits of information and documents handy until I was ready to organize them.

With OneNote open, click on > File > New

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The newest version of OneNote2013 does not let you save your notebooks on your hard drive anymore.  You have to chose OneDrive. In the space provided, name your notebook. Chose one of your Surnames. Click > Create Notebook.

You should now have a one-section, one-page notebook. Go ahead and make one for each of your four major surnames to get you started.

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You can drag and drop your notebooks to rearrange them in any order you want.

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Cite This Page:

Erin Williamson Klein, “Create a OneNote Notebook.” My Family History Files, 4 April 2014 (https://myfamilyhistoryfiles.com/organization/create-a-onenote-notebook: [access date]).

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


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Research Nirvana

OneNote keeps track of the stuff in my life. It also helps me achieve research nirvana in my family history research.

  • I can use it to gather, organize and share my research.
  • I can email information from my notebooks to anyone—even if they don’t have OneNote.
  • I can make PDFs of any page in my notebooks.
  • I can easily copy and/or clip articles and information from the Internet onto a page.
  • I can quickly copy and paste citation sources onto a page or into Notes.
  • I love that I can arrange the content on the page in whatever way appeals to me.
  • I can also just link to a file on my hard drive instead of displaying the whole file on a page. Clicking the link will open up the file.
  • I can put a photo or file on one page in a section and link to it on other pages in other sections and even in other notebooks.
  • I can embed an Excel or Word document and quickly open it to edit right from OneNote.
  • Using the split screen feature, I can easily transcribe documents or take notes during webinars.
  • I can create a name index that will link to each person’s section to make finding people easier.
  • Pages and sections can be moved around.
  • Notebooks can be split up into more as needed.
  • I can keep track of things that need to be done and things I have already done with a To-Do list.

 

In the coming days, I’ll show you how I do these things and more in OneNote.

Download OneNote for free at OneNote.com

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Cite This Page:

Erin Williamson Klein, “Research Nirvana.” My Family History Files, 3 April 2014 (https://myfamilyhistoryfiles.com/organization/research-nirvana: [access date]).

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