Talks

NGS 2022 — Turbo Charge Your Research Planning with Trello

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I pro­vide many of the mate­ri­als from my pre­sen­ta­tions for free on this site, to help peo­ple learn how to use tech­nol­o­gy to improve their suc­cess with geneal­o­gy research. 

I get paid to cre­ate and present these mate­ri­als, of course. And I hope you or your soci­ety will hire me. But that is sec­ondary to help­ing oth­ers by shar­ing some of what I have learned.

On 28 May 2022, I spoke at the NGS 2022 con­fer­ence in Sacra­men­to, Cal­i­for­nia. Here are the slides from that presentation.

And here is the syllabus. 

NMGS July 2021 — Evernote for Genealogists

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Ever­note for Geneal­o­gists, NMGS Month­ly Talks, 10 July 2021

I spoke to the mem­bers of the New Mex­i­co Genealog­i­cal Soci­ety (and actu­al­ly any­one who want­ed to could get on the Zoom), about how geneal­o­gists can ben­e­fit from Evernote.

In that lec­ture, I men­tioned Ever­note Tem­plates, and a workaround to use tem­plates man­u­al­ly. Here are some sam­ple tem­plates that I created. 

In terms of cre­at­ing tem­plates out­side of Ever­note or for gen­er­al use, I rec­om­mend using text replace­ment soft­ware. Text replace­ment soft­ware allows you to type some let­ters you would not usu­al­ly type acci­den­tal­ly and replaces them with a much longer set of text you determine.

I use aText (Mac OS / Win­dows). aText runs in the back­ground, and when­ev­er you type a short­code that you define (such as “gcen”, in my case), the text is replaced by the text you have set up to replace it. In my case, when I type “gcen”, I get: 

NGS 2017 — Researching Your Civil War Carolinian

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Here are the slides I pre­sent­ed on the top­ic of “Research­ing Your Civ­il War Car­olin­ian” at the Nation­al Genealog­i­cal Soci­ety Fam­i­ly His­to­ry Con­fer­ence, 11 May 2017, Raleigh, North Carolina


NGS 2017 — Beyond Google

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Here are the slides I pre­sent­ed on the top­ic of “Beyond Google: The Evo­lu­tion of Search” at the Nation­al Genealog­i­cal Soci­ety Fam­i­ly His­to­ry Con­fer­ence, 11 May 2017, Raleigh, North Carolina


NGS 2015 — Evernote for Genealogists

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I recent­ly gave two talks on geneal­o­gy and tech­nol­o­gy at the NGS Fam­i­ly His­to­ry Con­fer­ence in St. Charles, Missouri.

One talk was Ever­note for Geneal­o­gists. Here are the slides. (Please note that I wrote these in Keynote, but have to con­vert them to Pow­er­Point to pub­lish, so there may be some con­ver­sion effects.)

A key resource for pow­er­ful search­es in Ever­note is this YouTube video on Ever­note search syntax:

FGS 2014

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I attend­ed the Fed­er­a­tion of Genealog­i­cal Soci­eties annu­al con­fer­ence in San Anto­nio, Texas this week.

It was a great week, with good lec­tures from lead­ing geneal­o­gists, as well as an active exhi­bi­tion hall.

I was hon­ored to be asked to present two talks on the first day:

Strate­gic Plan­ning for Soci­ety Leaders

And … Elec­tron­ic Pub­lish­ing Fun­da­men­tals for Soci­ety Leaders