1. Evernote as a research management tool 17th June 2017*by
Elizabeth Charles
* Additional content added

2. This talk will cover the following:
Getting Evernote -
Organizing your research into notebooks (stacks) and notes, then adding content, tags, reminders,
How to clip articles online (having downloaded web clipper)
Capture images and scan documents Annotate images and PDFs
Record key interviews and key conversation
Share notes/notebooks with other researchers
Having downloaded Evernote – this will cover:
Organising your research: into notebooks, stacks, creating notes, adding content (variety of ways: handwritten, typed notes) attaching readings, pdfs and handouts to notes, tags and reminders
How to use the Evernote web clipper
Capture images and scan docs and how to annotate these
Record interviews
Share notes/notebooks with other colleagues

3. Get
Before you start you will need to set up an account (cloud) or download the app onto your PC / mobile device - they can be synchronised.
Go to : Evernote  / 
Quick overview of your account
Setting up an account is easy – just go to the link given
For a quick overview of your account once you have set it up, click on the icon in the above example it is a letter ‘C’ then click on Settings.
You will see: Evernote username, address, what plan you are on and how much space for downloading you have for that month, personal preferences as you can link to your social media FB, twitter.

4. Evernote on the web
Box 1 on the left-hand side icons from top to bottom are:
New note – open a new note
New meeting note
Search – search all of your notes
Work chat - to chat with those you’ve share your notes or notebooks with
Shortcuts
Notes – this has been selected [see the circle around the icon] and the yellow arrow ( #2) shows you that is what you are looking at most recent notes listed – with the most recent displayed in the right-hand side.
Notebooks - If Notebook had been selected the pane would be entitled Notebooks and you would see a list of your notebooks with the most recent additions displayed in the panel to the right.
Tips and Tags (normally displayed Tags and then Tips)
C (for Charles) to access your account
Box 3 from left to right
Set reminder
Add shortcut
Note info – information about your note
Delete note
Copylink – to get the URL to share this note with others
Box 4 from left to right
Tags attached to this note, written style, notes, handouts, + sign if you want to add new /additional tags
Box 5 Share – the drop down options are:
Send Note FB
Twitter
LinkedIn
Links
Box 6 The current location of this note - in notebook ‘test of images and scans’
Clicking on the dropdown will open up pane and you can see all of your notebooks and select where you want to move this note to.

5. Evernote for Windows https://help. evernote
Familiarising yourself with the layout using Windows
Toolbar, note list, left panel, note panel, editing tool bar and the icons and what they represent

6. Toolbar New Note – create a new note in the current notebook
All notes – show all notes from all notebooks
Sync – force a sync with your Evernote account
Shortcuts – access notes/notebooks/tags

7. Left Panel Notebooks – show all notes in the note list
Default Notebook – indicates the default notebook
Tags – show all notes with tags in the note list
Trash – view notes in the trash

8. Note list
Change view/sort – toggle between snippet view/card view/top list or side list. You can also change the sort order of your ntoes
Search notes – search your notes for keyword, locations, tags and more – also searches content of your notes
Reminder Settings – change the settings/sort order of your reminders

9. Editing tool bar Reminder – set a reminder for this note
Info – view information about this note
Attachments – attach a file to this note from your computer
Audio – initiate an audio recording

10. Evernote for Mac https://help. evernote
Familiarising yourself with the layout using Mac
Note list, navigation menu, note view, Evernote tool bar and the icons and what they represent

11. Navigation Menu Notes – View a lost of all the notes in your account
Notebooks – View a list of all the notebooks in your account
Tags – View a list of all the tags in your account
Atlas- view a list of al the places where you created notes

12. Evernote tool bar
Account Info – tap on the silhouette to view your account information
Sync – manually sync your Evernote account
Notification – display recent account activity
New note button – create a new note in the selected notebook
New chat – Discuss notes and notebooks you’ve share with others
Search field – Use keywords, locations, and tags to search for notes

13. Note list All notes – Displays all the notes in your account as a list
My Notebook – The name of the selected notebook appears above the note list
Tag – add and edit tags associated with a note
Work chat – share all notes in the selected notebook via or work chat . The ‘Can edit and invite’ permissions has to have been selected
View Options – change the way notes are displayed or sorted

14. Note view
Notebook – the name of the notebook where the selected note is saved
Tag – view and edit tags associated with the selected note
Reminder – set an alarm to notify you when you need do something related to the note or to-do items in a list
Present – automatically format the selected note as full width presentation
Info – view details about a note
Delete – delete the selected note

15. Organize your notes
Structure will help with filing and finding and keep you in control
Create notes of seminar or lecture topics straight into Evernote as well as adding handouts, etc., to these
Create Notebooks to collate relevant notes, articles and papers together on a particular topic/essay title/chapter heading/ etc.,
Giving structure will help with filing and finding and keep you in control
To stay organized, start by creating a notebook structure to keep similar notes together.
Notebooks within notebooks: you could have a notebook for each chapter/ concept/ topic /strand you are going to be researching and within these individual notes
You can bring together relevant notebooks at a later date by creating notebook stack
However you choose to organise your notes and notebooks – make it work for you!

16. Make the structure work for you…
This is how I would organise my note books and notes – but your structure depends on your way of working.
There is no one right way of doing this, ensure you are consistent in how you arrange your notes and notebooks and it will work for you.
When you create your notes, remember to add relevant keyword tags.
Use the set a reminder to keep you on track with your time management, you can add a follow-up reminder as you complete each stage of your research if necessary.

17. Clip articles from online journals and web pages
Save entire web pages, into Evernote using Evernote Web Clipper [ Useful when find relevant online resources. Save your own copy. You can organize and search all the pages you’ve clipped alongside your other research notes.
Download Evernote web clipper as an extension for Chrome
Watch video of how to use it:
Having downloaded and added the Chrome extension have a look at the video at:

18. Capture images and scan documents
Take photos of white boards, flipcharts, museum artefacts, reference materials - whatever inspires you or you need to retain. [Icon on mobile device is a camera]
Scan pages of handwritten notes, old manuscripts or journals that you can review and annotate later.
Evernote knows if the device being used has a camera, if it does then option becomes available.
When you take your photo of a whiteboard or a page of a document you are prompted to indicate what type of document it is, business card, written text, text, image, etc
These are saved as notes in your selected Notebook and you can move them around. Do not forget to add keyword tags to these.

19. Annotate images and PDFs
The icon to annotate is as below. The a = to annotate or the eye icon to see in picture mode when using Evernote on your desktop.
Any images /photos /scanned documents/PDFs can be annotated once in Evernote.
Use annotations to highlight parts of the documents with annotations that will prompt you to think or indicate why this is relevant.

20. Record interview or make audio notes
If your device has a mic or recorder then this can be used to make audio recordings that can be saved in your Evernote account.
They can be added to notes and can be tagged to make retrieval easier
Evernote has a built-in recorder
Evernote has a built-in recorder .
Do not forget to add keyword tags to these

21. Share notes and notebooks
Different ways to share notes:
Use iMessage
Copy and paste a public link (URL) to a note
Use Work Chat
a note
There are a variety of ways to share your notes – see from slides 4 to 14.

22. Credits https://evernote.com/ https://evernote.com/webclipper/
Screenshots of the different interface layout from:
Source of screenshots