By the end of this module you should be able to understand:

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1. What a digital tool is
2. What digital tools are suitable for different tasks
3. How to use digital tools in your everyday work

What are digital tools?

Digital tools are programs, websites or online resources that can make tasks easier to complete. A lot of these can be accessed in web browsers without needing to be downloaded, and you can access them both at home and in work.

It is important to use online tools safely – see theSecurity module for more info.

Digital tools and DH tools

Information Workspace and DH eXchange are the main departmental tools for records management. You can access knowledge and information management trainingon the intranet. The tools listed below are a complement to these and should help you to make quicker, better informed decisions.

Most of the tools below have free tutorials on their website, with very clear instructions. If you still get stuck, try Youtube, or ask your digital champion.

Collaborating on projects and documents

• Google Drive: You can upload spreadsheets, presentations and documents, or create them from scratch using Google’s own software. They can be shared with colleagues and edited by multiple people on multiple computers at the same time. You just need tosign up with a Google account, and make sure you have set appropriatesecurity settings(see theSecurity module for more information). Google have helpfully put together a website dedicated to helping youlearn how to use the tools.

• Dropbox: an alternative to Google Drive for sharing files, especially those that are too big to send by email.

• Trello: a user-friendly way to make and share to-do-lists and manage projects. It’s intuitive, allowing users to organise activities and tasks into cards, assign them a due date and category, create checklists and assign to the person responsible.

• Lync: a quick and easy way of keeping in touch with internal colleagues and sending links or files. You can also call people or video chat with them and share your screen. It’s a great way to drop someone a line or ask a quick question, without clogging up their email inbox.

• Tricider: a collaborative space for pooling ideas and commenting on different options when trying to make a decision. This is great for setting agendas for meetings, planning an away day, or even deciding where to take your policy.

• Surveymonkey: an easy tool for designing quick surveys and quizzes, for example if you want a quick way of getting some feedback on a workshop or event you held, you can design a feedback quiz and share with colleagues.

• Google forms: Like surveymonkey, but you don’t need to pay for add-ons.

Organising meetings, people, and calendars

• Doodle polls: create a list of potential dates and times for an event, and ask your attendees to select the dates they’re free. You can also sync appointments with your Outlook calendar.

• Eventbrite: create events and manage attendees. You can set up a personal account, or if you’re looking to link up to the DH intranet, the intranet team will create an event on the corporate Eventbrite account for you. You can dip into the event as and when you need to, to check who’s attending.

• Join.me: for organising web conferences and holding meetings online, which is especially useful when meeting with external colleagues and where there’s a need to save travel time, or for staff who work remotely. You can also usegoogle hangouts for this, ortalky

Keep on top of all your work and ‘to do’ list, and present ideas

• Evernote: an online ‘workspace’ that you can access on your phone as well as your desktop. This is great if you like jotting down notes on the go.

• Pocket: a place to store all those articles that you mean to read but never quite had time for. The software integrates all of them into one place, and allows you to read them offline on the bus or tube home. Just open it in your internet browser, or install the app on your phone, and you can sign up through your Google account or with any email address.

• Mindmeister: for drawing up mind maps of your ideas. You can sign up to a free version for your first 3, and use it to visualise your thought processes.

• Mindmup: a less sophisticated (and not collaborative) mind mapping tool – but it’s free!

Interact with others

• Yammer: a workplace version of Facebook. It has an online chat function, you tag colleagues in posts, or group colleagues together and interact with networks.

• Twitter: an effective tool for reaching the right audience online and for further engagement work. Read the Department of Health Twitter guidance.
• Storify: the easiest way of turning social media activity into a story, i.e. collecting and sharing what people are saying online about a particular topic in an accessible and attractive way.

Video

This video by Google demonstrates some of the ways that you can use their tools to be more efficient in the workplace.

Further information

Naturally we all need to be sensible about how we use third party tools. If you have any concerns, the Security tab has more information, as does theDepartment of Health policy on use of third party tools.

The digital team is always on the lookout for new tools to make us more productive at work. Keep your ears and eyes open- we’ll be telling your champions about them as we find them too!

Using Evernote for genealogy will make you a more efficient and effective researcher.

Genealogists all over the world are harnessing the power of Evernote to organize their family history research. This free software (and website application) can bring all your research materials (text notes, photos and images from mobile devices, video, audio interviews, web content and URLs) together in one place.

Then it goes even further by making all the text items keyword-searchable. So you can much more easily locate that one little piece of information you recall only as “that bit about the fire station he worked for.”

Better yet, Evernote goes with you. With the Evernote software and companion app, your genealogy notes will be accessible from and fully-synced across all your computing devices. Sigh! It’s wonderful!

Here’s how to get started

1. Download the free Evernote software here.

2. Create your free or premium Evernote account. (Click here to learn more about Evernote account options.)

3. Go to your Account page and make note of your unique Evernote email address. (Help>Go to My Account Page>Account Summary and scroll down to “Email Notes to.”)

Evernote Uk Customer Service

4. Download the free Evernote web clipper for your web browser.

5. Download the free Evernote app from the App Store or Google Play and sign in to your account.

Evernote Uk Phone Number

Now you’re ready to use Evernote to collect your research content and source citation information!

Here are 5 ways to add content to Evernote

1. The Web Clipper: Pull data from websites with the handy web clipper and Evernote will often automatically capture information about the site you got it from.

2. Drag and Drop: Images, scanned documents and other multimedia content can be dropped right into new or existing notes.

3. Smartphone and Tablet: Snap a photo of a record, tombstone or any other genealogical item. (I like to do a quick photo “Edit” cleanup to get it in the best shape possible). Tap the Share button and send it to Evernote.

4. Email Content: Use your unique Evernote email address to send content from anywhere to your account.

5. Good Old Typing: Click “New Note” and start typing. You can always add other content including merging notes together.

Resources for Success

There’s so much demand for learning to use Evernote for genealogy that I’ve created a variety of helpful resources in video, audio, print and online formats (because everyone learns differently!).

FREE YouTube Video Series: Evernote for Genealogy

Evernote Uk Sign In

I’ve posted two videos so far on my free YouTube series:

• Evernote for Genealogy: What It Is, and Why You Would Use It and

Evernote for Genealogy Quick Reference Guide

Evernote Student Discount Uk

My laminated reference guide is super handy for every day support! This guide includes:

• A Getting Started Checklist
• Quick Keystrokes
• Getting the Most Out of Clipping
• Maneuvering the Desktop Client
• Genealogical Organization
• Little-Known Search Strategies
• Specialized Genealogy Focused Techniques
• Comparison of Evernote Pricing Tiers

The guide is available for both Windows and Mac users, in both print and digital download format. Click below to view:

The Ultimate Evernote for Genealogy Education

have a full-year’s access to my popular in-depth video classes, which include The Ultimate Evernote for GenealogyEducation video series. This series includes the following full-length and mini-series classes:

• How the Genealogist can Remember Everything with Evernote (Beginner)
• How to Organize Your Research with Evernote (Intermediate)
• Making Evernote Effortless (Intermediate)
• Collaborative Genealogy with Evernote(Intermediate)
• Using Evernote to Create a Research Plan (Advanced)
• Enhance Your Genealogy with Evernote: 10 Projects(Advanced)

Keep up on all my latest Evernote news and Q&As!

Click here to read my Evernote blog posts.

Sign up for my free email newsletter (that sign-up comes with a free bonus e-book!).

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Who else do you know who would benefit from getting organized? I hope you’ll share this page with your friends, relatives, family history buddies and fellow gen society members using the share icons below. Thanks!