how to write research notes

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How to take Research Notes

How to take research notes.

Your research notebook is an important piece of information useful for future projects and presentations. Maintaining organized and legible notes allows your research notebook to be a valuable resource to you and your research group. It allows others and yourself to replicate experiments, and it also serves as a useful troubleshooting tool. Besides it being an important part of the research process, taking detailed notes of your research will help you stay organized and allow you to easily review your work.

Here are some common reasons to maintain organized notes:

• Keeps a record of your goals and thoughts during your research experiments.
• Keeps a record of what worked and what didn't in your research experiments.
• Enables others to use your notes as a guide for similar procedures and techniques.
• A helpful tool to reference when writing a paper, submitting a proposal, or giving a presentation.
• Assists you in answering experimental questions.
• Useful to efficiently share experimental approaches, data, and results with others.

Before taking notes:

• Ask your research professor what note-taking method they recommend or prefer.
• Consider what type of media you'll be using to take notes.
• Once you have decided on how you'll be taking notes, be sure to keep all of your notes in one place to remain organized.
• Plan on taking notes regularly (meetings, important dates, procedures, journal/manuscript revisions, etc.).
• This is useful when applying to programs or internships that ask about your research experience.

Note Taking Tips:

Taking notes by hand:.

• Research notebooks don’t belong to you so make sure your notes are legible for others.
• Use post-it notes or tabs to flag important sections.
• Start sorting your notes early so that you don't become backed up and disorganized.
• Only write with a pen as pencils aren’t permanent & sharpies can bleed through.
• Make it a habit to write in your notebook and not directly on sticky notes or paper towels. Rewriting notes can waste time and sometimes lead to inaccurate data or results.

Taking Notes Electronically

• Make sure your device is charged and backed up to store data.
• Invest in note-taking apps or E-Ink tablets
• Create shortcuts to your folders so you have easier access
• Create outlines.
• Keep your notes short and legible.

Note Taking Tips Continued:

Things to avoid.

• Avoid using pencils or markers that may bleed through.
• Avoid erasing entries. Instead, draw a straight line through any mistakes and write the date next to the crossed-out information.
• Avoid writing in cursive.
• Avoid delaying your entries so you don’t fall behind and forget information.

Formatting Tips

• Use bullet points to condense your notes to make them simpler to access or color-code them.
• Tracking your failures and mistakes can improve your work in the future.
• If possible, take notes as you’re experimenting or make time at the end of each workday to get it done.
• Record the date at the start of every day, including all dates spent on research.

Types of media to use when taking notes:

Traditional paper notebook.

• Pros: Able to take quick notes, convenient access to notes, cheaper option
• Cons: Requires a table of contents or tabs as it is not easily searchable, can get damaged easily, needs to be scanned if making a digital copy

Electronic notebook  

• Apple Notes  
• Pros: Easily searchable, note-taking apps available, easy to edit & customize
• Cons: Can be difficult to find notes if they are unorganized, not as easy to take quick notes, can be a more expensive option

Combination of both

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Taking Notes from Research Reading

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If you take notes efficiently, you can read with more understanding and also save time and frustration when you come to write your paper. These are three main principles

1. Know what kind of ideas you need to record

Focus your approach to the topic before you start detailed research. Then you will read with a purpose in mind, and you will be able to sort out relevant ideas.

• First, review the commonly known facts about your topic, and also become aware of the range of thinking and opinions on it. Review your class notes and textbook and browse in an encyclopaedia or other reference work.
• Try making a preliminary list of the subtopics you would expect to find in your reading. These will guide your attention and may come in handy as labels for notes.
• Choose a component or angle that interests you, perhaps one on which there is already some controversy. Now formulate your research question. It should allow for reasoning as well as gathering of information—not just what the proto-Iroquoians ate, for instance, but how valid the evidence is for early introduction of corn. You may even want to jot down a tentative thesis statement as a preliminary answer to your question. (See Using Thesis Statements .)
• Then you will know what to look for in your research reading: facts and theories that help answer your question, and other people’s opinions about whether specific answers are good ones.

2. Don’t write down too much

Your essay must be an expression of your own thinking, not a patchwork of borrowed ideas. Plan therefore to invest your research time in understanding your sources and integrating them into your own thinking. Your note cards or note sheets will record only ideas that are relevant to your focus on the topic; and they will mostly summarize rather than quote.

• Copy out exact words only when the ideas are memorably phrased or surprisingly expressed—when you might use them as actual quotations in your essay.
• Otherwise, compress ideas in your own words . Paraphrasing word by word is a waste of time. Choose the most important ideas and write them down as labels or headings. Then fill in with a few subpoints that explain or exemplify.
• Don’t depend on underlining and highlighting. Find your own words for notes in the margin (or on “sticky” notes).

3. Label your notes intelligently

Whether you use cards or pages for note-taking, take notes in a way that allows for later use.

• Save bother later by developing the habit of recording bibliographic information in a master list when you begin looking at each source (don’t forget to note book and journal information on photocopies). Then you can quickly identify each note by the author’s name and page number; when you refer to sources in the essay you can fill in details of publication easily from your master list. Keep a format guide handy (see Documentation Formats ).
• Try as far as possible to put notes on separate cards or sheets. This will let you label the topic of each note. Not only will that keep your notetaking focussed, but it will also allow for grouping and synthesizing of ideas later. It is especially satisfying to shuffle notes and see how the conjunctions create new ideas—yours.
• Leave lots of space in your notes for comments of your own—questions and reactions as you read, second thoughts and cross-references when you look back at what you’ve written. These comments can become a virtual first draft of your paper.

How to Take Notes

How to Use Sources Effectively

Most articles in periodicals and some of the book sources you use, especially those from the children’s room at the library, are probably short enough that you can read them from beginning to end in a reasonable amount of time. Others, however, may be too long for you to do that, and some are likely to cover much more than just your topic. Use the table of contents and the index in a longer book to find the parts of the book that contain information on your topic. When you turn to those parts, skim them to make sure they contain information you can use. Feel free to skip parts that don’t relate to your questions, so you can get the information you need as quickly and efficiently as possible.

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Don’t—start reading a book and writing down information on a sheet of notebook paper. If you make this mistake, you’ll end up with a lot of disorganized scribbling that may be practically useless when you’re ready to outline your research paper and write a first draft. Some students who tried this had to cut up their notes into tiny strips, spread them out on the floor, and then tape the strips back together in order to put their information in an order that made sense. Other students couldn’t even do that—without going to a photocopier first—because they had written on both sides of the paper. To avoid that kind of trouble, use the tried-and-true method students have been using for years—take notes on index cards.

Taking Notes on Index Cards

As you begin reading your sources, use either 3″ x 5″ or 4″ x 6″ index cards to write down information you might use in your paper. The first thing to remember is: Write only one idea on each card. Even if you write only a few words on one card, don’t write anything about a new idea on that card. Begin a new card instead. Also, keep all your notes for one card only on that card. It’s fine to write on both the front and back of a card, but don’t carry the same note over to a second card. If you have that much to write, you probably have more than one idea.

After you complete a note card, write the source number of the book you used in the upper left corner of the card. Below the source number, write the exact number or numbers of the pages on which you found the information. In the upper right corner, write one or two words that describe the specific subject of the card. These words are like a headline that describes the main information on the card. Be as clear as possible because you will need these headlines later.

After you finish taking notes from a source, write a check mark on your source card as a reminder that you’ve gone through that source thoroughly and written down all the important information you found there. That way, you won’t wonder later whether you should go back and read that source again.

Taking Notes on Your Computer

Another way to take notes is on your computer. In order to use this method, you have to rely completely on sources that you can take home, unless you have a laptop computer that you can take with you to the library.

If you do choose to take notes on your computer, think of each entry on your screen as one in a pack of electronic note cards. Write your notes exactly as if you were using index cards. Be sure to leave space between each note so that they don’t run together and look confusing when you’re ready to use them. You might want to insert a page break between each “note card.”

When deciding whether to use note cards or a computer, remember one thing—high-tech is not always better. Many students find low-tech index cards easier to organize and use than computer notes that have to be moved around by cutting and pasting. In the end, you’re the one who knows best how you work, so the choice is up to you.

How to Take Effective Notes

Knowing the best format for notes is important, but knowing what to write on your cards or on your computer is essential. Strong notes are the backbone of a good research paper.

Not Too Much or Too Little

When researching, you’re likely to find a lot of interesting information that you never knew before. That’s great! You can never learn too much. But for now your goal is to find information you can use in your research paper. Giving in to the temptation to take notes on every detail you find in your research can lead to a huge volume of notes—many of which you won’t use at all. This can become difficult to manage at later stages, so limit yourself to information that really belongs in your paper. If you think a piece of information might be useful but you aren’t sure, ask yourself whether it helps answer one of your research questions.

Writing too much is one pitfall; writing too little is another. Consider this scenario: You’ve been working in the library for a couple of hours, and your hand grows tired from writing. You come to a fairly complicated passage about how to tell if a dog is angry, so you say to yourself, “I don’t have to write all this down. I’ll remember.” But you won’t remember—especially after all the reading and note taking you have been doing. If you find information you know you want to use later on, get it down. If you’re too tired, take a break or take off the rest of the day and return tomorrow when you’re fresh.

To Note or Not to Note: That is the Question

What if you come across an idea or piece of information that you’ve already found in another source? Should you write it down again? You don’t want to end up with a whole stack of cards with the same information on each one. On the other hand, knowing that more than one source agrees on a particular point is helpful. Here’s the solution: Simply add the number of the new source to the note card that already has the same piece of information written on it. Take notes on both sources. In your paper, you may want to come right out and say that sources disagree on this point. You may even want to support one opinion or the other—if you think you have a strong enough argument based on facts from your research.

Paraphrasing—Not Copying

Have you ever heard the word plagiarism? It means copying someone else’s words and claiming them as your own. It’s really a kind of stealing, and there are strict rules against it.

The trouble is many students plagiarize without meaning to do so. The problem starts at the note-taking stage. As a student takes notes, he or she may simply copy the exact words from a source. The student doesn’t put quotation marks around the words to show that they are someone else’s. When it comes time to draft the paper, the student doesn’t even remember that those words were copied from a source, and the words find their way into the draft and then into the final paper. Without intending to do so, that student has plagiarized, or stolen, another person’s words.

The way to avoid plagiarism is to paraphrase, or write down ideas in your own words rather than copy them exactly. Look again at the model note cards in this chapter, and notice that the words in the notes are not the same as the words from the sources. Some of the notes are not even written in complete sentences. Writing in incomplete sentences is one way to make sure you don’t copy—and it saves you time, energy, and space. When you write a draft of your research paper, of course, you will use complete sentences.

How to Organize Your Notes

Once you’ve used all your sources and taken all your notes, what do you have? You have a stack of cards (or if you’ve taken notes on a computer, screen after screen of entries) about a lot of stuff in no particular order. Now you need to organize your notes in order to turn them into the powerful tool that helps you outline and draft your research paper. Following are some ideas on how to do this, so get your thinking skills in gear to start doing the job for your own paper.

Organizing Note Cards

The beauty of using index cards to take notes is that you can move them around until they are in the order you want. You don’t have to go through complicated cutting-and-pasting procedures, as you would on your computer, and you can lay your cards out where you can see them all at once. One word of caution—work on a surface where your cards won’t fall on the floor while you’re organizing them.

Start by sorting all your cards with the same headlines into the same piles, since all of these note cards are about the same basic idea. You don’t have to worry about keeping notes from the same sources together because each card is marked with a number identifying its source.

Next, arrange the piles of cards so that the order the ideas appear in makes sense. Experts have named six basic types of order. One—or a combination of these—may work for you:

• Chronological , or Time, Order covers events in the order in which they happened. This kind of order works best for papers that discuss historical events or tell about a person’s life.
• Spatial  Order organizes your information by its place or position. This kind of order can work for papers about geography or about how to design something—a garden, for example.
• Cause and Effect  discusses how one event or action leads to another. This kind of organization works well if your paper explains a scientific process or events in history.
• Problem/Solution explains a problem and one or more ways in which it can be solved. You might use this type of organization for a paper about an environmental issue, such as global warming.
• Compare and Contrast  discusses similarities and differences between people, things, events, or ideas.
• Order of  Importance  explains an idea, starting with its most important aspects first and ending with the least important aspects—or the other way around.

After you determine your basic organization, arrange your piles accordingly. You’ll end up with three main piles—one for sounds, one for facial expressions, and one for body language. Go through each pile and put the individual cards in an order that makes sense. Don’t forget that you can move your cards around, trying out different organizations, until you are satisfied that one idea flows logically into another. Use a paper clip or rubber band to hold the piles together, and then stack them in the order you choose. Put a big rubber band around the whole stack so the cards stay in order.

Organizing Notes on Your Computer

If you’ve taken notes on a computer, organize them in much the same way you would organize index cards. The difference is that you use the cut-and-paste functions on your computer rather than moving cards around. The advantage is that you end up with something that’s already typed—something you can eventually turn into an outline without having to copy anything over. The disadvantage is that you may have more trouble moving computer notes around than note cards: You can’t lay your notes out and look at them all at once, and you may get confused when trying to find where information has moved within a long file on your computer screen.

However, be sure to back up your note cards on an external storage system of your choice. In addition, print hard copies as you work. This way, you won’t lose your material if your hard drive crashes or the file develops a glitch.

Developing a Working Bibliography

When you start your research, your instructor may ask you to prepare a working bibliography listing the sources you plan to use. Your working bibliography differs from your Works Cited page in its scope: your working bibliography is much larger. Your Works Cited page will include only those sources you have actually cited in your research paper.

To prepare a working bibliography, arrange your note cards in the order required by your documentation system (such as MLA and APA) and keyboard the entries following the correct form. If you have created your bibliography cards on the computer, you just have to sort them, usually into alphabetical order.

Developing an Annotated Bibliography

Some instructors may ask you to create an annotated bibliography as a middle step between your working bibliography and your Works Cited page. An annotated bibliography is the same as a working bibliography except that it includes comments about the sources. These notes enable your instructor to assess your progress. They also help you evaluate your information more easily. For example, you might note that some sources are difficult to find, hard to read, or especially useful.

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How to Do Research: A Step-By-Step Guide: 4a. Take Notes

• Get Started
• 1a. Select a Topic
• 1b. Develop Research Questions
• 1c. Identify Keywords
• 1d. Find Background Information
• 1e. Refine a Topic
• 2a. Search Strategies
• 2d. Articles
• 2e. Videos & Images
• 2f. Databases
• 2g. Websites
• 2h. Grey Literature
• 2i. Open Access Materials
• 3a. Evaluate Sources
• 3b. Primary vs. Secondary
• 3c. Types of Periodicals
• 4a. Take Notes
• 4b. Outline the Paper
• 4c. Incorporate Source Material
• 5a. Avoid Plagiarism
• 5b. Zotero & MyBib
• 5c. MLA Formatting
• 5d. MLA Citation Examples
• 5e. APA Formatting
• 5f. APA Citation Examples
• 5g. Annotated Bibliographies

Note Taking in Bibliographic Management Tools

We encourage students to use bibliographic citation management tools (such as Zotero, EasyBib and RefWorks) to keep track of their research citations. Each service includes a note-taking function. Find more information about citation management tools here . Whether or not you're using one of these, the tips below will help you.

Tips for Taking Notes Electronically

• Try using a bibliographic citation management tool to keep track of your sources and to take notes.
• As you add sources, put them in the format you're using (MLA, APA, Chicago, etc.).
• Group sources by publication type (i.e., book, article, website).
• Number each source within the publication type group.
• For websites, include the URL information and the date you accessed each site.
• Next to each idea, include the source number from the Works Cited file and the page number from the source. See the examples below. Note that #A5 and #B2 refer to article source 5 and book source 2 from the Works Cited file.

#A5 p.35: 76.69% of the hyperlinks selected from homepage are for articles and the catalog #B2 p.76: online library guides evolved from the paper pathfinders of the 1960s

• When done taking notes, assign keywords or sub-topic headings to each idea, quote or summary.
• Use the copy and paste feature to group keywords or sub-topic ideas together.
• Back up your master list and note files frequently!

Tips for Taking Notes by Hand

• Use index cards to keep notes and track sources used in your paper.
• Include the citation (i.e., author, title, publisher, date, page numbers, etc.) in the format you're using. It will be easier to organize the sources alphabetically when creating the Works Cited page.
• Number the source cards.
• Use only one side to record a single idea, fact or quote from one source. It will be easier to rearrange them later when it comes time to organize your paper.
• Include a heading or key words at the top of the card. 
• Include the Work Cited source card number.
• Include the page number where you found the information.
• Use abbreviations, acronyms, or incomplete sentences to record information to speed up the notetaking process.
• Write down only the information that answers your research questions.
• Use symbols, diagrams, charts or drawings to simplify and visualize ideas.

Forms of Notetaking

Use one of these notetaking forms to capture information:

• Summarize : Capture the main ideas of the source succinctly by restating them in your own words.
• Paraphrase : Restate the author's ideas in your own words.
• Quote : Copy the quotation exactly as it appears in the original source. Put quotation marks around the text and note the name of the person you are quoting.

Example of a Work Cited Card

Example notecard.

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Study Skills

Research skills.

• Searching the literature
• Note making for dissertations
• Research Data Management
• Copyright and licenses
• Publishing in journals
• Publishing academic books
• Depositing your thesis
• Research metrics
• Build your online profile
• Finding support

Note making for dissertations: First steps into writing

Note making (as opposed to note taking) is an active practice of recording relevant parts of reading for your research as well as your reflections and critiques of those studies. Note making, therefore, is a pre-writing exercise that helps you to organise your thoughts prior to writing. In this module, we will cover:

• The difference between note taking and note making
• Seven tips for good note making
• Strategies for structuring your notes and asking critical questions
• Different styles of note making

To complete this section, you will need:

• Approximately 20-30 minutes.
• Access to the internet. All the resources used here are available freely.
• Some equipment for jotting down your thoughts, a pen and paper will do, or your phone or another electronic device.

Note taking v note making

When you think about note taking, what comes to mind? Perhaps trying to record everything said in a lecture? Perhaps trying to write down everything included in readings required for a course?

• Note taking is a passive process. When you take notes, you are often trying to record everything that you are reading or listening to. However, you may have noticed that this takes a lot of effort and often results in too many notes to be useful.  
• Note making , on the other hand, is an active practice, based on the needs and priorities of your project. Note making is an opportunity for you to ask critical questions of your readings and to synthesise ideas as they pertain to your research questions. Making notes is a pre-writing exercise that develops your academic voice and makes writing significantly easier.

Seven tips for effective note making

Note making is an active process based on the needs of your research. This video contains seven tips to help you make brilliant notes from articles and books to make the most of the time you spend reading and writing.

• Transcript of Seven Tips for Effective Notemaking

Question prompts for strategic note making

You might consider structuring your notes to answer the following questions. Remember that note making is based on your needs, so not all of these questions will apply in all cases. You might try answering these questions using the note making styles discussed in the next section.

• Question prompts for strategic note making
• Background question prompts
• Critical question prompts
• Synthesis question prompts

Answer these six questions to frame your reading and provide context.

• What is the context in which the text was written? What came before it? Are there competing ideas?
• Who is the intended audience?
• What is the author’s purpose?
• How is the writing organised?
• What are the author’s methods?
• What is the author’s key argument and conclusions?

Answer these six questions to determine your critical perspectivess and develop your academic voice.

• What are the most interesting/compelling ideas (to you) in this study?
• Why do you find them interesting? How do they relate to your study?
• What questions do you have about the study?
• What could it cover better? How could it have defended its research better?
• What are the implications of the study? (Look not just to the conclusions but also to definitions and models)
• Are there any gaps in the study? (Look not just at conclusions but definitions, literature review, methodology)

Answer these five questions to compare aspects of various studies (such as for a literature review. 

• What are the similarities and differences in the literature?
• Critically analyse the strengths, limitations, debates and themes that emerg from the literature.
• What would you suggest for future research or practice?
• Where are the gaps in the literature? What is missing? Why?
• What new questions should be asked in this area of study?

Styles of note making

• Linear notes . Great for recording thoughts about your readings. [video]
• Mind mapping : Great for thinking through complex topics. [video]

Further sites that discuss techniques for note making:

• Note-taking techniques
• Common note-taking methods
• Strategies for effective note making  

Did you know?

How did you find this Research Skills module

Image Credits: Image #1: David Travis on Unsplash ; Image #2: Charles Deluvio on Unsplash

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Research Guides

Gould library, reading well and taking research notes.

• How to read for college
• How to take research notes
• How to use sources in your writing
• Tools for note taking and annotations
• Mobile apps for notes and annotations
• Assistive technology
• How to cite your sources

Be Prepared: Keep track of which notes are direct quotes, which are summary, and which are your own thoughts. For example, enclose direct quotes in quotation marks, and enclose your own thoughts in brackets. That way you'll never be confused when you're writing.

Be Clear: Make sure you have noted the source and page number!

Be Organized: Keep your notes organized but in a single place so that you can refer back to notes about other readings at the same time.

Be Consistent: You'll want to find specific notes later, and one way to do that is to be consistent in the way you describe things. If you use consistent terms or tags or keywords, you'll be able to find your way back more easily.

Recording what you find

Take full notes

Whether you take notes on cards, in a notebook, or on the computer, it's vital to record information accurately and completely. Otherwise, you won't be able to trust your own notes. Most importantly, distinguish between (1) direct quotation; (2) paraphrases and summaries of the text; and (3) your own thoughts. On a computer, you have many options for making these distinctions, such as parentheses, brackets, italic or bold text, etc.

Know when to quote, paraphrase, and summarize

• Summarize when you only need to remember the main point of the passage, chapter, etc.
• Paraphrase when you are able to able to clearly state a source's point or meaning in your own words.
• Quote exactly when you need the author's exact words or authority as evidience to back up your claim. You may also want to be sure and use the author's exact wording, either because they stated their point so well, or because you want to refute that point and need to demonstrate you aren't misrepresenting the author's words.

Get the context right

Don't just record the author's words or ideas; be sure and capture the context and meaning that surrounds those ideas as well. It can be easy to take a short quote from an author that completely misrepresents his or her actual intentions if you fail to take the context into account. You should also be sure to note when the author is paraphrasing or summarizing another author's point of view--don't accidentally represent those ideas as the ideas of the author.

Example of reading notes

Here is an example of reading notes taken in Evernote, with citation and page numbers noted as well as quotation marks for direct quotes and brackets around the reader's own thoughts.

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Useful Research Notes

Why is notetaking important, what should i note.

• Guidelines for good notetaking

5 Notetaking Pitfalls to Avoid

• Note templates

Good notes ask questions, summarize key points, analyse, connect to your thesis, and to other sources.

Taking notes helps you read analytically and critically. Notetaking also provides distance from sources, making it a useful strategy to avoid plagiarism.

Bibliographic or Reference Information

Before taking any notes on content, record the bibliographic information. For books, r ecord the author, title, publisher, place of publication, and date published and for journal articles, you need the name of the journal, the volume and issue numbers, the year published, and pages.

Summary or Paraphrase

Most of your notes will be of summaries of an author’s ideas, arguments, or findings with some paraphrases of more specific ideas. It is essential that you strive for accuracy. Do not confuse what you want research to show with what it does show, and do not make a point out of context. 

Facts and Figures

Be meticulous when you record facts or figures.

Quote thoughtfully and carefully; take note of context so you can be true to the author’s intent.  Remember to always place quotation marks around direct quotations in your notes.

Record important terms or words that need clarification. Your ability to use these words correctly and to define terms clearly will affect the success of your argument and analysis.

Response and Analysis

Record your insights and questions as you read; your notes will then provide that necessary balance between yourself and the material.

• Consider how the interpretation offered by the text addresses your topic and it relates to your thesis.
• Compare and contrast competing arguments between scholars.
• Assess the author’s use of evidence or the logic of his or her argument.
• Ask questions like “how,” “why,” and “so what?”
• Ask how your research supports your thesis or doesn't support it, as the case may be, and how you will have to deal with it in your essay.

Guidelines for Good Notetaking

• Have a clear direction: Maintain a clear focus on the purpose of your work. As you read and research, revise and modify your tentative thesis and outline.
• Organize your notes carefully: set up a folder for your research, save your digital files frequently and clearly label all files.
• Take point-form notes in your own words as much as possible: include your own thoughts and analysis about the reading. Make sure to note references and page numbers for all sources.
• Wait for breaks in the reading (paragraph, sub-section, chapter) before summarizing the author's ideas; then go back to specific details you wish to include.
• Once you have finished the whole text, review your notes, and summarize the key points and how they relate to your work.
• Taking too many notes: without a clear research direction, you may take far too many notes. Consider your purpose; only record ideas relevant to your topic and thesis and which have a place in your outline.
• Using sticky notes or highlighting instead of taking point-from notes: putting ideas into your words makes you think about material more carefully. It also helps avoid plagiarism.
• Copying and pasting from electronic sources: this makes it hard to remember if ideas belong to you or the author. In addition, you may rely too heavily on direct quotation in your paper, with little attention to analysis.
• Incomplete referencing: when you record references at the final stages of writing, it is easier to miss essential information or have difficulty finding the texts again.
• Recording content but not your analysis: ignoring your own response can lead you to a paper with too much summary and not enough analysis.

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• Research paper

How to Write a Research Paper | A Beginner's Guide

A research paper is a piece of academic writing that provides analysis, interpretation, and argument based on in-depth independent research.

Research papers are similar to academic essays , but they are usually longer and more detailed assignments, designed to assess not only your writing skills but also your skills in scholarly research. Writing a research paper requires you to demonstrate a strong knowledge of your topic, engage with a variety of sources, and make an original contribution to the debate.

This step-by-step guide takes you through the entire writing process, from understanding your assignment to proofreading your final draft.

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Table of contents

Understand the assignment, choose a research paper topic, conduct preliminary research, develop a thesis statement, create a research paper outline, write a first draft of the research paper, write the introduction, write a compelling body of text, write the conclusion, the second draft, the revision process, research paper checklist, free lecture slides.

Completing a research paper successfully means accomplishing the specific tasks set out for you. Before you start, make sure you thoroughly understanding the assignment task sheet:

• Read it carefully, looking for anything confusing you might need to clarify with your professor.
• Identify the assignment goal, deadline, length specifications, formatting, and submission method.
• Make a bulleted list of the key points, then go back and cross completed items off as you’re writing.

Carefully consider your timeframe and word limit: be realistic, and plan enough time to research, write, and edit.

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There are many ways to generate an idea for a research paper, from brainstorming with pen and paper to talking it through with a fellow student or professor.

You can try free writing, which involves taking a broad topic and writing continuously for two or three minutes to identify absolutely anything relevant that could be interesting.

You can also gain inspiration from other research. The discussion or recommendations sections of research papers often include ideas for other specific topics that require further examination.

Once you have a broad subject area, narrow it down to choose a topic that interests you, m eets the criteria of your assignment, and i s possible to research. Aim for ideas that are both original and specific:

• A paper following the chronology of World War II would not be original or specific enough.
• A paper on the experience of Danish citizens living close to the German border during World War II would be specific and could be original enough.

Note any discussions that seem important to the topic, and try to find an issue that you can focus your paper around. Use a variety of sources , including journals, books, and reliable websites, to ensure you do not miss anything glaring.

Do not only verify the ideas you have in mind, but look for sources that contradict your point of view.

• Is there anything people seem to overlook in the sources you research?
• Are there any heated debates you can address?
• Do you have a unique take on your topic?
• Have there been some recent developments that build on the extant research?

In this stage, you might find it helpful to formulate some research questions to help guide you. To write research questions, try to finish the following sentence: “I want to know how/what/why…”

A thesis statement is a statement of your central argument — it establishes the purpose and position of your paper. If you started with a research question, the thesis statement should answer it. It should also show what evidence and reasoning you’ll use to support that answer.

The thesis statement should be concise, contentious, and coherent. That means it should briefly summarize your argument in a sentence or two, make a claim that requires further evidence or analysis, and make a coherent point that relates to every part of the paper.

You will probably revise and refine the thesis statement as you do more research, but it can serve as a guide throughout the writing process. Every paragraph should aim to support and develop this central claim.

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A research paper outline is essentially a list of the key topics, arguments, and evidence you want to include, divided into sections with headings so that you know roughly what the paper will look like before you start writing.

A structure outline can help make the writing process much more efficient, so it’s worth dedicating some time to create one.

Your first draft won’t be perfect — you can polish later on. Your priorities at this stage are as follows:

• Maintaining forward momentum — write now, perfect later.
• Paying attention to clear organization and logical ordering of paragraphs and sentences, which will help when you come to the second draft.
• Expressing your ideas as clearly as possible, so you know what you were trying to say when you come back to the text.

You do not need to start by writing the introduction. Begin where it feels most natural for you — some prefer to finish the most difficult sections first, while others choose to start with the easiest part. If you created an outline, use it as a map while you work.

Do not delete large sections of text. If you begin to dislike something you have written or find it doesn’t quite fit, move it to a different document, but don’t lose it completely — you never know if it might come in useful later.

Paragraph structure

Paragraphs are the basic building blocks of research papers. Each one should focus on a single claim or idea that helps to establish the overall argument or purpose of the paper.

Example paragraph

George Orwell’s 1946 essay “Politics and the English Language” has had an enduring impact on thought about the relationship between politics and language. This impact is particularly obvious in light of the various critical review articles that have recently referenced the essay. For example, consider Mark Falcoff’s 2009 article in The National Review Online, “The Perversion of Language; or, Orwell Revisited,” in which he analyzes several common words (“activist,” “civil-rights leader,” “diversity,” and more). Falcoff’s close analysis of the ambiguity built into political language intentionally mirrors Orwell’s own point-by-point analysis of the political language of his day. Even 63 years after its publication, Orwell’s essay is emulated by contemporary thinkers.

Citing sources

It’s also important to keep track of citations at this stage to avoid accidental plagiarism . Each time you use a source, make sure to take note of where the information came from.

You can use our free citation generators to automatically create citations and save your reference list as you go.

APA Citation Generator MLA Citation Generator

The research paper introduction should address three questions: What, why, and how? After finishing the introduction, the reader should know what the paper is about, why it is worth reading, and how you’ll build your arguments.

What? Be specific about the topic of the paper, introduce the background, and define key terms or concepts.

Why? This is the most important, but also the most difficult, part of the introduction. Try to provide brief answers to the following questions: What new material or insight are you offering? What important issues does your essay help define or answer?

How? To let the reader know what to expect from the rest of the paper, the introduction should include a “map” of what will be discussed, briefly presenting the key elements of the paper in chronological order.

The major struggle faced by most writers is how to organize the information presented in the paper, which is one reason an outline is so useful. However, remember that the outline is only a guide and, when writing, you can be flexible with the order in which the information and arguments are presented.

One way to stay on track is to use your thesis statement and topic sentences . Check:

• topic sentences against the thesis statement;
• topic sentences against each other, for similarities and logical ordering;
• and each sentence against the topic sentence of that paragraph.

Be aware of paragraphs that seem to cover the same things. If two paragraphs discuss something similar, they must approach that topic in different ways. Aim to create smooth transitions between sentences, paragraphs, and sections.

The research paper conclusion is designed to help your reader out of the paper’s argument, giving them a sense of finality.

Trace the course of the paper, emphasizing how it all comes together to prove your thesis statement. Give the paper a sense of finality by making sure the reader understands how you’ve settled the issues raised in the introduction.

You might also discuss the more general consequences of the argument, outline what the paper offers to future students of the topic, and suggest any questions the paper’s argument raises but cannot or does not try to answer.

You should not :

• Offer new arguments or essential information
• Take up any more space than necessary
• Begin with stock phrases that signal you are ending the paper (e.g. “In conclusion”)

There are four main considerations when it comes to the second draft.

• Check how your vision of the paper lines up with the first draft and, more importantly, that your paper still answers the assignment.
• Identify any assumptions that might require (more substantial) justification, keeping your reader’s perspective foremost in mind. Remove these points if you cannot substantiate them further.
• Be open to rearranging your ideas. Check whether any sections feel out of place and whether your ideas could be better organized.
• If you find that old ideas do not fit as well as you anticipated, you should cut them out or condense them. You might also find that new and well-suited ideas occurred to you during the writing of the first draft — now is the time to make them part of the paper.

The goal during the revision and proofreading process is to ensure you have completed all the necessary tasks and that the paper is as well-articulated as possible. You can speed up the proofreading process by using the AI proofreader .

Global concerns

• Confirm that your paper completes every task specified in your assignment sheet.
• Check for logical organization and flow of paragraphs.
• Check paragraphs against the introduction and thesis statement.

Fine-grained details

Check the content of each paragraph, making sure that:

• each sentence helps support the topic sentence.
• no unnecessary or irrelevant information is present.
• all technical terms your audience might not know are identified.

Next, think about sentence structure , grammatical errors, and formatting . Check that you have correctly used transition words and phrases to show the connections between your ideas. Look for typos, cut unnecessary words, and check for consistency in aspects such as heading formatting and spellings .

Finally, you need to make sure your paper is correctly formatted according to the rules of the citation style you are using. For example, you might need to include an MLA heading  or create an APA title page .

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Checklist: Research paper

I have followed all instructions in the assignment sheet.

My introduction presents my topic in an engaging way and provides necessary background information.

My introduction presents a clear, focused research problem and/or thesis statement .

My paper is logically organized using paragraphs and (if relevant) section headings .

Each paragraph is clearly focused on one central idea, expressed in a clear topic sentence .

Each paragraph is relevant to my research problem or thesis statement.

I have used appropriate transitions  to clarify the connections between sections, paragraphs, and sentences.

My conclusion provides a concise answer to the research question or emphasizes how the thesis has been supported.

My conclusion shows how my research has contributed to knowledge or understanding of my topic.

My conclusion does not present any new points or information essential to my argument.

I have provided an in-text citation every time I refer to ideas or information from a source.

I have included a reference list at the end of my paper, consistently formatted according to a specific citation style .

I have thoroughly revised my paper and addressed any feedback from my professor or supervisor.

I have followed all formatting guidelines (page numbers, headers, spacing, etc.).

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Smart Note-Taking for Research Paper Writing

How to organize research notes using the Zettelkasten Method when writing academic papers

With plenty of note-taking tips and apps available, online and in paper form, it’s become extremely easy to take note of information, ideas, or thoughts. As simple as it is to write down an idea or jot down a quote, the skill of academic research and writing for a thesis paper is on another level entirely. And keeping a record or an archive of all of the information you need can quickly require a very organized system.

The use of index cards seems old-fashioned considering that note-taking apps (psst! Hypernotes ) offer better functionality and are arguably more user-friendly. However, software is only there to help aid our individual workflow and thinking process. That’s why understanding and learning how to properly research, take notes and write academic papers is still a highly valuable skill.

Let’s Start Writing! But Where to Start…

Writing academic papers is a vital skill most students need to learn and practice. Academic papers are usually time-intensive pieces of written content that are a requirement throughout school or at University. Whether a topic is assigned or you have to choose your own, there’s little room for variation in how to begin.

Popular and purposeful in analyzing and evaluating the knowledge of the author as well as assessing if the learning objectives were met, research papers serve as information-packed content. Most of us may not end up working jobs in academic professions or be researchers at institutions, where writing research papers is also part of the job, but we often read such papers. 

Despite the fact that most research papers or dissertations aren’t often read in full, journalists, academics, and other professionals regularly use academic papers as a basis for further literary publications or blog articles. The standard of academic papers ensures the validity of the information and gives the content authority. 

There’s no-nonsense in research papers. To make sure to write convincing and correct content, the research stage is extremely important. And, naturally, when doing any kind of research, we take notes.

Why Take Notes?

There are particular standards defined for writing academic papers . In order to meet these standards, a specific amount of background information and researched literature is required. Taking notes helps keep track of read/consumed literary material as well as keeps a file of any information that may be of importance to the topic. 

The aim of writing isn’t merely to advertise fully formed opinions, but also serves the purpose of developing opinions worth sharing in the first place. 

What is Note-Taking?

Note-taking (sometimes written as notetaking or note-taking ) is the practice of recording information from different sources and platforms. For academic writing, note-taking is the process of obtaining and compiling information that answers and supports the research paper’s questions and topic. Notes can be in one of three forms: summary, paraphrase, or direct quotation.

Note-taking is an excellent process useful for anyone to turn individual thoughts and information into organized ideas ready to be communicated through writing. Notes are, however, only as valuable as the context. Since notes are also a byproduct of the information we consume daily, it’s important to categorize information, develop connections, and establish relationships between pieces of information. 

What Type of Notes Can I Take?

• Explanation of complex theories
• Background information on events or persons of interest
• Definitions of terms
• Quotations of significant value
• Illustrations or graphics

Note-Taking 101

Taking notes or doing research for academic papers shouldn’t be that difficult, considering we take notes all the time. Wrong. Note-taking for research papers isn’t the same as quickly noting down an interesting slogan or cool quote from a video, putting it on a sticky note, and slapping it onto your bedroom or office wall.

Note-taking for research papers requires focus and careful deliberation of which information is important to note down, keep on file, or use and reference in your own writing. Depending on the topic and requirements of your research paper from your University or institution, your notes might include explanations of complex theories, definitions, quotations, and graphics. 

Stages of Research Paper Writing

1. Preparation Stage

Before you start, it’s recommended to draft a plan or an outline of how you wish to begin preparing to write your research paper. Make note of the topic you will be writing on, as well as the stylistic and literary requirements for your paper.

2. Research Stage

In the research stage, finding good and useful literary material for background knowledge is vital. To find particular publications on a topic, you can use Google Scholar or access literary databases and institutions made available to you through your school, university, or institution. 

Make sure to write down the source location of the literary material you find. Always include the reference title, author, page number, and source destination. This saves you time when formatting your paper in the later stages and helps keep the information you collect organized and referenceable.

In the worst-case scenario, you’ll have to do a backward search to find the source of a quote you wrote down without reference to the original literary material. 

3. Writing Stage

When writing, an outline or paper structure is helpful to visually break up the piece into sections. Once you have defined the sections, you can begin writing and referencing the information you have collected in the research stage.

Clearly mark which text pieces and information where you relied on background knowledge, which texts are directly sourced, and which information you summarized or have written in your own words. This is where your paper starts to take shape.  

4. Draft Stage

After organizing all of your collected notes and starting to write your paper, you are already in the draft stage. In the draft stage, the background information collected and the text written in your own words come together. Every piece of information is structured by the subtopics and sections you defined in the previous stages. 

5. Final Stage

Success! Well… almost! In the final stage, you look over your whole paper and check for consistency and any irrelevancies. Read through the entire paper for clarity, grammatical errors , and peace of mind that you have included everything important. 

Make sure you use the correct formatting and referencing method requested by your University or institution for research papers. Don’t forget to save it and then send the paper on its way.

Best Practice Note-Taking Tips

• Find relevant and authoritative literary material through the search bar of literary databases and institutions.
• Practice citation repeatedly! Always keep a record of the reference book title, author, page number, and source location. At best, format the citation in the necessary format from the beginning. 
• Organize your notes according to topic or reference to easily find the information again when in the writing stage. Work invested in the early stages eases the writing and editing process of the later stages.
• Summarize research notes and write in your own words as much as possible. Cite direct quotes and clearly mark copied text in your notes to avoid plagiarism.  

Take Smart Notes

Taking smart notes isn’t as difficult as it seems. It’s simply a matter of principle, defined structure, and consistency. Whether you opt for a paper-based system or use a digital tool to write and organize your notes depends solely on your individual personality, needs, and workflow.

With various productivity apps promoting diverse techniques, a good note-taking system to take smart notes is the Zettelkasten Method . Invented by Niklas Luhmann, a german sociologist and researcher, the Zettelkasten Method is known as the smart note-taking method that popularized personalized knowledge management. 

As a strategic process for thinking and writing, the Zettelkasten Method helps you organize your knowledge while working, studying, or researching. Directly translated as a ‘note box’, Zettelkasten is simply a framework to help organize your ideas, thoughts, and information by relating pieces of knowledge and connecting pieces of information to each other.

Hypernotes is a note-taking app that can be used as a software-based Zettelkasten, with integrated features to make smart note-taking so much easier, such as auto-connecting related notes, and syncing to multiple devices. In each notebook, you can create an archive of your thoughts, ideas, and information. 

Using the tag system to connect like-minded ideas and information to one another and letting Hypernotes do its thing with bi-directional linking, you’ll soon create a web of knowledge about anything you’ve ever taken note of. This feature is extremely helpful to navigate through the enormous amounts of information you’ve written down. Another benefit is that it assists you in categorizing and making connections between your ideas, thoughts, and saved information in a single notebook. Navigate through your notes, ideas, and knowledge easily.

Ready, Set, Go!

Writing academic papers is no simple task. Depending on the requirements, resources available, and your personal research and writing style, techniques, apps, or practice help keep you organized and increase your productivity. 

Whether you use a particular note-taking app like Hypernotes for your research paper writing or opt for a paper-based system, make sure you follow a particular structure. Repeat the steps that help you find the information you need quicker and allow you to reproduce or create knowledge naturally.

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A well-written piece is made up of authoritative sources and uses the art of connecting ideas, thoughts, and information together. Good luck to all students and professionals working on research paper writing! We hope these tips help you in organizing the information and aid your workflow in your writing process.

Cheers, Jessica and the Zenkit Team

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Organizing Your Social Sciences Research Assignments

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• Acknowledgments

Refers to notes created by the researcher during the act of conducting a field study to remember and record the behaviors, activities, events, and other features of an observation. Field notes are intended to be read by the researcher as evidence to produce meaning and an understanding of the culture, social situation, or phenomenon being studied. The notes may constitute the whole data collected for a research study [e.g., an observational project] or contribute to it, such as when field notes supplement conventional interview data or other techniques of data gathering.

Schwandt, Thomas A. The SAGE Dictionary of Qualitative Inquiry . 4th edition. Thousand Oaks, CA: SAGE, 2015.

How to Approach Writing Field Notes

The ways in which you take notes during an observational study is very much a personal decision developed over time as you become more experienced in fieldwork. However, all field notes generally consist of two parts:

• Descriptive information , in which you attempt to accurately document factual data [e.g., date and time] along with the settings, actions, behaviors, and conversations that you observe; and,
• Reflective information , in which you record your thoughts, ideas, questions, and concerns during the observation.

Note that field notes should be fleshed out as soon as possible after an observation is completed. Your initial notes may be recorded in cryptic form and, unless additional detail is added as soon as possible after the observation, important facts and opportunities for fully interpreting the data may be lost.

Characteristics of Field Notes

• Be accurate . You only get one chance to observe a particular moment in time so, before you conduct your observations, practice taking notes in a setting that is similar to your observation site in regards to number of people, the environment, and social dynamics. This will help you develop your own style of transcribing observations quickly and accurately.
• Be organized . Taking accurate notes while you are actively observing can be difficult. Therefore, it is important that you plan ahead how you will document your observation study [e.g., strictly chronologically or according to specific prompts]. Notes that are disorganized will make it more difficult for you to interpret the data.
• Be descriptive . Use descriptive words to document what you observe. For example, instead of noting that a classroom appears "comfortable," state that the classroom includes soft lighting and cushioned chairs that can be moved around by the students. Being descriptive means supplying yourself with enough factual evidence that you don't end up making assumptions about what you meant when you write the final report.
• Focus on the research problem . Since it's impossible to document everything you observe, focus on collecting the greatest detail that relates to the research problem and the theoretical constructs underpinning your research; avoid cluttering your notes with irrelevant information. For example, if the purpose of your study is to observe the discursive interactions between nursing home staff and the family members of residents, then it would only be necessary to document the setting in detail if it in some way directly influenced those interactions [e.g., there is a private room available for discussions between staff and family members].
• Record insights and thoughts . As you take notes, be thinking about the underlying meaning of what you observe and record your thoughts and ideas accordingly. If needed, this will help you to ask questions or seek clarification from participants after the observation. To avoid any confusion, subsequent comments from participants should be included in a separate, reflective part of your field notes and not merged with the descriptive notes.

General Guidelines for the Descriptive Content

The descriptive content of your notes can vary in detail depending upon what needs to be emphasized in order to address the research problem. However, in most observations, your notes should include at least some of the following elements:

• Describe the physical setting.
• Describe the social environment and the way in which participants interacted within the setting. This may include patterns of interactions, frequency of interactions, direction of communication patterns [including non-verbal communication], and patterns of specific behavioral events, such as, conflicts, decision-making, or collaboration.
• Describe the participants and their roles in the setting.
• Describe, as best you can, the meaning of what was observed from the perspectives of the participants.
• Record exact quotes or close approximations of comments that relate directly to the purpose of the study.
• Describe any impact you might have had on the situation you observed [important!].

General Guidelines for the Reflective Content

You are the instrument of data gathering and interpretation. Therefore, reflective content can include any of the following elements intended to contextualize what you have observed based on your perspective and your own personal, cultural, and situational experiences .

• Note ideas, impressions, thoughts, and/or any criticisms you have about what you observed.
• Include any unanswered questions or concerns that have arisen from analyzing the observation data.
• Clarify points and/or correct mistakes and misunderstandings in other parts of field notes.
• Include insights about what you have observed and speculate as to why you believe specific phenomenon occurred.
• Record any thoughts that you may have regarding any future observations.

NOTE:   Analysis of your field notes should occur as they are being written and while you are conducting your observations. This is important for at least two reasons. First, preliminary analysis fosters self-reflection and self-reflection is crucial for facilitating deep understanding and meaning-making in any research study. Second, preliminary analysis reveals emergent themes. Identifying emergent themes while observing allows you to shift your attention in ways that can foster a more developed investigation.

Emerson, Robert M. et al. Writing Ethnographic Fieldnotes . 2nd ed. Chicago, IL: University of Chicago Press, 2011; Ethnography, Observational Research, and Narrative Inquiry. Writing@CSU. Colorado State University; Gambold, Liesl L. “Field Notes.” In Encyclopedia of Case Study Research . Edited by Albert J. Mills, Gabrielle Durepos, and Elden Wiebe. Thousand Oaks, CA: SAGE, 2010; Pace, Tonio. Writing Field Reports. Scribd Online Library; Pyrczak, Fred and Randall R. Bruce. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences . 5th ed. Glendale, CA: Pyrczak Publishing, 2005; Report Writing. UniLearning. University of Wollongong, Australia; Ravitch,  Sharon M. “Field Notes.” In The SAGE Encyclopedia of Educational Research, Measurement, and Evaluation . Edited by Bruce B. Frey. Thousand Oaks, CA: SAGE, 2018; Tenzek, Kelly E. “Field Notes.” In The SAGE Encyclopedia of Communication Research Methods . Edited by Mike Allen. Thousand Oaks, CA: SAGE, 2017; Wolfinger, Nicholas H. "On Writing Fieldnotes: Collection Strategies and Background Expectancies.” Qualitative Research 2 (April 2002): 85-95; Writing Reports. Anonymous. The Higher Education Academy.

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13.5 Research Process: Making Notes, Synthesizing Information, and Keeping a Research Log

Learning outcomes.

By the end of this section, you will be able to:

• Employ the methods and technologies commonly used for research and communication within various fields.
• Practice and apply strategies such as interpretation, synthesis, response, and critique to compose texts that integrate the writer’s ideas with those from appropriate sources.
• Analyze and make informed decisions about intellectual property based on the concepts that motivate them.
• Apply citation conventions systematically.

As you conduct research, you will work with a range of “texts” in various forms, including sources and documents from online databases as well as images, audio, and video files from the Internet. You may also work with archival materials and with transcribed and analyzed primary data. Additionally, you will be taking notes and recording quotations from secondary sources as you find materials that shape your understanding of your topic and, at the same time, provide you with facts and perspectives. You also may download articles as PDFs that you then annotate. Like many other students, you may find it challenging to keep so much material organized, accessible, and easy to work with while you write a major research paper. As it does for many of those students, a research log for your ideas and sources will help you keep track of the scope, purpose, and possibilities of any research project.

A research log is essentially a journal in which you collect information, ask questions, and monitor the results. Even if you are completing the annotated bibliography for Writing Process: Informing and Analyzing , keeping a research log is an effective organizational tool. Like Lily Tran’s research log entry, most entries have three parts: a part for notes on secondary sources, a part for connections to the thesis or main points, and a part for your own notes or questions. Record source notes by date, and allow room to add cross-references to other entries.

Summary of Assignment: Research Log

Your assignment is to create a research log similar to the student model. You will use it for the argumentative research project assigned in Writing Process: Integrating Research to record all secondary source information: your notes, complete publication data, relation to thesis, and other information as indicated in the right-hand column of the sample entry.

Another Lens. A somewhat different approach to maintaining a research log is to customize it to your needs or preferences. You can apply shading or color coding to headers, rows, and/or columns in the three-column format (for colors and shading). Or you can add columns to accommodate more information, analysis, synthesis, or commentary, formatting them as you wish. Consider adding a column for questions only or one for connections to other sources. Finally, consider a different visual format , such as one without columns. Another possibility is to record some of your comments and questions so that you have an aural rather than a written record of these.

Writing Center

At this point, or at any other point during the research and writing process, you may find that your school’s writing center can provide extensive assistance. If you are unfamiliar with the writing center, now is a good time to pay your first visit. Writing centers provide free peer tutoring for all types and phases of writing. Discussing your research with a trained writing center tutor can help you clarify, analyze, and connect ideas as well as provide feedback on works in progress.

Quick Launch: Beginning Questions

You may begin your research log with some open pages in which you freewrite, exploring answers to the following questions. Although you generally would do this at the beginning, it is a process to which you likely will return as you find more information about your topic and as your focus changes, as it may during the course of your research.

• What information have I found so far?
• What do I still need to find?
• Where am I most likely to find it?

These are beginning questions. Like Lily Tran, however, you will come across general questions or issues that a quick note or freewrite may help you resolve. The key to this section is to revisit it regularly. Written answers to these and other self-generated questions in your log clarify your tasks as you go along, helping you articulate ideas and examine supporting evidence critically. As you move further into the process, consider answering the following questions in your freewrite:

• What evidence looks as though it best supports my thesis?
• What evidence challenges my working thesis?
• How is my thesis changing from where it started?

Creating the Research Log

As you gather source material for your argumentative research paper, keep in mind that the research is intended to support original thinking. That is, you are not writing an informational report in which you simply supply facts to readers. Instead, you are writing to support a thesis that shows original thinking, and you are collecting and incorporating research into your paper to support that thinking. Therefore, a research log, whether digital or handwritten, is a great way to keep track of your thinking as well as your notes and bibliographic information.

In the model below, Lily Tran records the correct MLA bibliographic citation for the source. Then, she records a note and includes the in-text citation here to avoid having to retrieve this information later. Perhaps most important, Tran records why she noted this information—how it supports her thesis: The human race must turn to sustainable food systems that provide healthy diets with minimal environmental impact, starting now . Finally, she makes a note to herself about an additional visual to include in the final paper to reinforce the point regarding the current pressure on food systems. And she connects the information to other information she finds, thus cross-referencing and establishing a possible synthesis. Use a format similar to that in Table 13.4 to begin your own research log.

Types of Research Notes

Taking good notes will make the research process easier by enabling you to locate and remember sources and use them effectively. While some research projects requiring only a few sources may seem easily tracked, research projects requiring more than a few sources are more effectively managed when you take good bibliographic and informational notes. As you gather evidence for your argumentative research paper, follow the descriptions and the electronic model to record your notes. You can combine these with your research log, or you can use the research log for secondary sources and your own note-taking system for primary sources if a division of this kind is helpful. Either way, be sure to include all necessary information.

Bibliographic Notes

These identify the source you are using. When you locate a useful source, record the information necessary to find that source again. It is important to do this as you find each source, even before taking notes from it. If you create bibliographic notes as you go along, then you can easily arrange them in alphabetical order later to prepare the reference list required at the end of formal academic papers. If your instructor requires you to use MLA formatting for your essay, be sure to record the following information:

• Title of source
• Title of container (larger work in which source is included)
• Other contributors
• Publication date

When using MLA style with online sources, also record the following information:

• Date of original publication
• Date of access
• DOI (A DOI, or digital object identifier, is a series of digits and letters that leads to the location of an online source. Articles in journals are often assigned DOIs to ensure that the source can be located, even if the URL changes. If your source is listed with a DOI, use that instead of a URL.)

It is important to understand which documentation style your instructor will require you to use. Check the Handbook for MLA Documentation and Format and APA Documentation and Format styles . In addition, you can check the style guide information provided by the Purdue Online Writing Lab .

Informational Notes

These notes record the relevant information found in your sources. When writing your essay, you will work from these notes, so be sure they contain all the information you need from every source you intend to use. Also try to focus your notes on your research question so that their relevance is clear when you read them later. To avoid confusion, work with separate entries for each piece of information recorded. At the top of each entry, identify the source through brief bibliographic identification (author and title), and note the page numbers on which the information appears. Also helpful is to add personal notes, including ideas for possible use of the information or cross-references to other information. As noted in Writing Process: Integrating Research , you will be using a variety of formats when borrowing from sources. Below is a quick review of these formats in terms of note-taking processes. By clarifying whether you are quoting directly, paraphrasing, or summarizing during these stages, you can record information accurately and thus take steps to avoid plagiarism.

Direct Quotations, Paraphrases, and Summaries

A direct quotation is an exact duplication of the author’s words as they appear in the original source. In your notes, put quotation marks around direct quotations so that you remember these words are the author’s, not yours. One advantage of copying exact quotations is that it allows you to decide later whether to include a quotation, paraphrase, or summary. ln general, though, use direct quotations only when the author’s words are particularly lively or persuasive.

A paraphrase is a restatement of the author’s words in your own words. Paraphrase to simplify or clarify the original author’s point. In your notes, use paraphrases when you need to record details but not exact words.

A summary is a brief condensation or distillation of the main point and most important details of the original source. Write a summary in your own words, with facts and ideas accurately represented. A summary is useful when specific details in the source are unimportant or irrelevant to your research question. You may find you can summarize several paragraphs or even an entire article or chapter in just a few sentences without losing useful information. It is a good idea to note when your entry contains a summary to remind you later that it omits detailed information. See Writing Process Integrating Research for more detailed information and examples of quotations, paraphrases, and summaries and when to use them.

Other Systems for Organizing Research Logs and Digital Note-Taking

Students often become frustrated and at times overwhelmed by the quantity of materials to be managed in the research process. If this is your first time working with both primary and secondary sources, finding ways to keep all of the information in one place and well organized is essential.

Because gathering primary evidence may be a relatively new practice, this section is designed to help you navigate the process. As mentioned earlier, information gathered in fieldwork is not cataloged, organized, indexed, or shelved for your convenience. Obtaining it requires diligence, energy, and planning. Online resources can assist you with keeping a research log. Your college library may have subscriptions to tools such as Todoist or EndNote. Consult with a librarian to find out whether you have access to any of these. If not, use something like the template shown in Figure 13.8 , or another like it, as a template for creating your own research notes and organizational tool. You will need to have a record of all field research data as well as the research log for all secondary sources.

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42 Timeless Tips On How To Effectively Take Research Notes

Improve your note-taking skills with timeless tips on effectively taking research notes. Enhance your study sessions and research projects today.

Mar 11, 2024

Discover the significance of meticulous note-taking in the realm of academia and research with a deep dive into the world of research notes. Understanding the distinction between primary vs secondary sources is crucial for scholarly pursuits. Uncover how researchers leverage these notes to capture critical insights, citations, and observations, providing a roadmap for future investigations. Gain valuable insights into the meticulous process of documenting, organizing, and analyzing research data for enhanced academic endeavors.

Table of Contents

What are research notes, complete guide on how to effectively take research notes, supercharge your researching ability with otio — try otio for free today.

Research notes are essential tools used by knowledge workers, researchers, and students to document and organize their findings, thoughts, and insights during the research process . These notes serve as a repository of information gathered from various sources such as articles, books, websites, and interviews. They help individuals track their progress, remember important details, and structure their ideas effectively.

How Can Otio Transform Your Research Workflow?

Knowledge workers, researchers, and students today struggle with content overload and the complexities of using multiple tools for their research tasks. Otio offers a solution by providing an AI-native workspace tailored for researchers. It simplifies the research process by enabling users to collect data from diverse sources, extract key takeaways using AI-generated notes, and create draft outputs seamlessly.  With features like AI-generated notes on various content types and AI-assisted writing, Otio streamlines the research process and helps individuals create high-quality research papers and essays efficiently.

Why Otio Stands Out as Your AI Research and Writing Partner

Otio stands out as an invaluable AI research and writing partner due to its ability to streamline the research process from data collection to content creation. By offering features such as AI-generated notes on all content types, interactive chat capabilities similar to ChatGPT, and AI-assisted writing, Otio empowers researchers to enhance their productivity and produce quality outputs faster. Embrace Otio as your AI research and writing partner today and experience a seamless and efficient research journey.

Otio - Your AI Research and Writing Partner

Knowledge workers, researchers, and students today suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many of them settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with the click of a button - this problem is only going to get worse. Otio solves this problem by providing one AI-native workspace for researchers. It helps them: 

A wide range of data sources, from bookmarks, tweets, and extensive books to YouTube videos.

2. Extract key takeaways

With detailed AI-generated notes and source-grounded Q&A chat.

Draft outputs using the sources you’ve collected. Otio helps you to go from reading list to first draft faster. Along with this, Otio also helps you write research papers/essays faster. Here are our top features that are loved by researchers: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI assisted writing. Let Otio be your AI research and writing partner — try Otio for free today!

Related Reading

• How To Read A Research Paper • Sources For Research Paper • How Many Sources Should A Research Paper Have • How To Read Scientific Papers • How To Find Sources For A Research Paper • Google Scholar Search Tips • Literature Synthesis

1. Use a Consistent Format

Create a clear structure for your notes to easily find and review information later.

2. Summarize Key Points

Condense information into concise summaries to grasp the main ideas quickly.

3. Organize by Topic

Categorize your notes by subject to maintain a logical flow of information.

4. Use Keywords

Highlight essential terms to quickly identify important concepts when revisiting your notes.

5. Include Citations

Record sources alongside your notes to ensure proper referencing in your research.

6. Use Abbreviations

Develop a list of abbreviations for common terms to streamline note-taking.

7. Visual Aids

Incorporate diagrams, charts, or tables to enhance understanding and retention.

8. Incorporate Quotations

Capture direct quotes accurately to support your arguments and findings.

9. Review Regularly

Schedule time to review and update your notes to reinforce retention.

10. Utilize Color Coding

Assign colors to different categories for a visual organization method.

11. Mind Mapping

Create visual representations of ideas to establish relationships between different concepts.

12. Include Page Numbers

Note the page numbers of your sources to locate information easily when needed.

13. Group Information

Group related details together for a comprehensive overview of specific topics.

14. Limit Bullet Points

Use bullet points sparingly to avoid overwhelming your notes with fragmented information.

15. Record Questions

Pose questions based on your notes to guide further research or critical thinking.

16. Define Acronyms

Define acronyms or abbreviations to ensure clarity in your notes.

17. Active Listening

Engage actively during lectures or interviews to capture essential points accurately.

18. Paraphrase

Rewrite information in your own words to deepen understanding and promote retention.

19. Avoid Plagiarism

Attribute ideas correctly and refrain from copying verbatim text without citation.

20. Separate Personal Insights

Distinguish your thoughts from the original content to maintain clarity.

21. Utilize Software Tools

Explore note-taking apps or software for digital organization and accessibility.

22. Create Templates

Establish templates for different types of research to streamline the note-taking process .

23. Prioritize Information

Focus on recording critical details over minor or tangential points.

24. Use Symbols

Employ symbols or icons to denote importance levels or key concepts in your notes.

25. Establish Timelines

Note dates or timelines within your research to track the progression of ideas or events.

26. Develop an Index

Create an index or table of contents for quick reference to specific topics within your notes.

27. Collaborate with Peers

Share notes with colleagues to gain diverse perspectives and enrich your research.

28. Track Sources

Keep a detailed record of all sources consulted to facilitate accurate referencing.

29. Embrace Digitalization

Digitize handwritten notes for easy access and searchability across platforms.

30. Prioritize Clarity

Ensure your notes are clear and concise to facilitate comprehension during review sessions.

31. Use Cross-References

Link related notes or concepts to establish connections within your research.

32. Emphasize Key Terms

Highlight crucial terms or concepts to draw attention to pivotal ideas.

33. Review and Edit

Regularly review and edit your notes for accuracy, relevance, and coherence.

34. Remove Redundancy

Eliminate redundant information to streamline your notes and enhance clarity.

35. Stay Updated

Continuously update your notes with new insights or discoveries to maintain relevance.

36. Engage with Multimedia

Incorporate multimedia elements like images or videos to enrich your notes.

37. Leverage Text Formatting

Utilize bold, italics, or underline for emphasis and hierarchy in your notes.

38. Seek Feedback

Share your notes with mentors or peers for constructive feedback and improvement.

39. Practice Active Reading

Engage critically with sources to extract essential information effectively.

40. Utilize Templates

Utilize note-taking templates for structured and efficient information organization.

41. Be Selective

Focus on capturing information that directly contributes to your research objectives.

42. Stay Consistent

Maintain a regular note-taking routine to cultivate a habit and enhance productivity.

AI research and writing partner

Knowledge workers, researchers, and students today suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many of them settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with the click of a button - this problem is only going to get worse. Otio solves this problem by providing one AI-native workspace for researchers. It helps them:

Draft outputs using the sources you’ve collected. Otio helps you go from reading list to first draft faster. Along with this, Otio also helps you write research papers/essays faster. Here are our top features that are loved by researchers: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI-assisted writing.  Let Otio be your AI research and writing partner — try Otio for free today!

• How To Tell If An Article Is Peer Reviewed • Reliable Sources For Research • Literature Search • How To Summarize A Research Article • Best Databases For Research • Using Ai For Research • Summarize Research Paper Ai • How To Use Chat Gpt For Research • How To Search For Research Articles

Research notes are a crucial aspect of any researcher's workflow, serving as the foundation for organizing, synthesizing, and retaining information gathered during the research process. These notes provide a roadmap for the researcher, aiding in the development of ideas, analysis, and ultimately, the creation of insightful and well-supported research papers or projects.

Setting Up Your Note-Taking System

1. choose the right tools.

Select a note-taking tool that aligns with your preferences and needs. Whether it's digital tools like Otio or traditional pen and paper, ensure it complements your research style.

2. Create a Structure

Establish a consistent and intuitive organizational system for your notes. Use headings, subheadings, bullet points, or numbering to categorize information effectively.

3. Utilize Templates

Develop templates for different types of research notes, such as literature reviews, interview summaries, or data analysis. Templates can streamline your note-taking process and maintain consistency.

Effective Note-Taking Strategies

1. active reading.

Engage with the material actively by highlighting key points, jotting down questions, and summarizing main ideas. This helps in digesting and internalizing the content.

2. Summarize and Paraphrase

Rather than copying verbatim, condense information into your own words. This aids in comprehension and prevents plagiarism when incorporating sources into your work.

3. Cite Sources Properly

Always record the sources of your information alongside your notes. Include bibliographic details or hyperlinks to ensure proper referencing and easy retrieval when needed.

Organizing and Reviewing Your Notes

1. create a tagging system.

Employ tags or labels to categorize and link related notes. This enables quick retrieval of information based on topics, themes, or keywords.

2. Regular Review

Schedule periodic reviews of your notes to reinforce learning, identify connections between ideas, and clarify any ambiguities. This practice enhances retention and aids in synthesizing information.

3. Revision and Refinement

Continuously refine and update your notes as your research progresses. Add new insights, revisit older notes for relevance, and connect disparate pieces of information to enhance the coherence of your work.

Transforming Research Efficiency with Otio's AI-Powered Workspace

Knowledge workers, researchers, and students can revolutionize their research processes with Otio , an AI-native workspace designed to streamline data collection, extraction of key insights, and creation of draft outputs. By integrating AI-generated notes, source-grounded Q&A chat features, and AI-assisted writing capabilities, Otio empowers users to navigate the complexities of research effectively.  Embrace a seamless research experience with Otio - your ultimate AI research and writing partner .

Otio addresses the content overload challenge faced by knowledge workers, researchers, and students by offering an all-in-one AI-native workspace. By allowing users to seamlessly collect data from various sources such as bookmarks, tweets, articles, and videos, Otio simplifies the initial stage of the research process. This aggregation feature not only saves time but also ensures that users have a comprehensive set of resources at their disposal.

AI-Generated Notes and Source-Grounded Q&A Chat

One of Otio 's standout features is its ability to extract key takeaways from collected sources by providing detailed AI-generated notes. These notes offer a condensed version of the content, making it easier for researchers to grasp essential information quickly. The source-grounded Q&A chat function enables users to engage with their collected material in a conversational manner, facilitating a deeper understanding of the content.

Efficient Drafting with Otio

Transitioning from reading materials to drafting outputs is often a time-consuming process for researchers. Otio streamlines this transition by assisting users in creating draft outputs directly from the sources they have collected. This feature not only accelerates the writing process but also ensures that the drafted content remains closely tied to the original sources, enhancing the overall quality of the output.

AI-Assisted Writing for Research Papers/Essays

In addition to its data collection and note-taking capabilities, Otio offers AI-assisted writing functionality to help users compose research papers and essays more efficiently. By leveraging AI technology, Otio provides users with writing suggestions, grammar corrections , and structural guidance, empowering them to produce high-quality written work in less time.

Embracing Otio as Your AI Research and Writing Partner

Otio's comprehensive suite of features, including AI-generated notes, source-grounded Q&A chat, efficient drafting tools, and AI-assisted writing, make it a valuable asset for knowledge workers, researchers, and students looking to streamline their research workflows. By integrating Otio into their processes, users can enhance their productivity, improve the quality of their work, and ultimately, achieve greater success in their research endeavors.

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Writing a Research Paper: 5. Taking Notes & Documenting Sources

• Getting Started
• 1. Topic Ideas
• 2. Thesis Statement & Outline
• 3. Appropriate Sources
• 4. Search Techniques
• 5. Taking Notes & Documenting Sources
• 6. Evaluating Sources
• 7. Citations & Plagiarism
• 8. Writing Your Research Paper

Taking Notes & Documenting Sources

How to take notes and document sources.

Note taking is a very important part of the research process.  It will help you:

• keep your ideas and sources organized
• effectively use the information you find
• avoid plagiarism

When you find good information to be used in your paper:

• Read the text critically, think how it is related to your argument, and decide how you are going to use it in your paper.
• Select the material that is relevant to your argument.
• Copy the original text for direct quotations or briefly summarize the content in your own words, and make note of how you will use it.
• Copy the citation or publication information of the source.
• << Previous: 4. Search Techniques
• Next: 6. Evaluating Sources >>
• Last Updated: Sep 26, 2023 5:26 PM
• URL: https://kenrick.libguides.com/writing-a-research-paper

• Locations and Hours
• UCLA Library
• Research Guides
• Research Tips and Tools

Advanced Research Methods

Writing the research paper.

• What Is Research?
• Library Research
• Writing a Research Proposal

Before Writing the Paper

Methods, thesis and hypothesis, clarity, precision and academic expression, format your paper, typical problems, a few suggestions, avoid plagiarism.

• Presenting the Research Paper

Find a topic.

• Try to find a subject that really interests you.
• While you explore the topic, narrow or broaden your target and focus on something that gives the most promising results.
• Don't choose a huge subject if you have to write a 3 page long paper, and broaden your topic sufficiently if you have to submit at least 25 pages.
• Consult your class instructor (and your classmates) about the topic.

Explore the topic.

• Find primary and secondary sources in the library.
• Read and critically analyse them.
• Take notes.
• Compile surveys, collect data, gather materials for quantitative analysis (if these are good methods to investigate the topic more deeply).
• Come up with new ideas about the topic. Try to formulate your ideas in a few sentences.
• Review your notes and other materials and enrich the outline.
• Try to estimate how long the individual parts will be.
• Do others understand what you want to say?
• Do they accept it as new knowledge or relevant and important for a paper?
• Do they agree that your thoughts will result in a successful paper?
• Qualitative: gives answers on questions (how, why, when, who, what, etc.) by investigating an issue
• Quantitative:requires data and the analysis of data as well
• the essence, the point of the research paper in one or two sentences.
• a statement that can be proved or disproved.
• Be specific.
• Avoid ambiguity.
• Use predominantly the active voice, not the passive.
• Deal with one issue in one paragraph.
• Be accurate.
• Double-check your data, references, citations and statements.

Academic Expression

• Don't use familiar style or colloquial/slang expressions.
• Write in full sentences.
• Check the meaning of the words if you don't know exactly what they mean.
• Avoid metaphors.
• Almost the rough content of every paragraph.
• The order of the various topics in your paper.
• On the basis of the outline, start writing a part by planning the content, and then write it down.
• Put a visible mark (which you will later delete) where you need to quote a source, and write in the citation when you finish writing that part or a bigger part.
• Does the text make sense?
• Could you explain what you wanted?
• Did you write good sentences?
• Is there something missing?
• Check the spelling.
• Complete the citations, bring them in standard format.

Use the guidelines that your instructor requires (MLA, Chicago, APA, Turabian, etc.).

• Adjust margins, spacing, paragraph indentation, place of page numbers, etc.
• Standardize the bibliography or footnotes according to the guidelines.

• EndNote and EndNote Basic by UCLA Library Last Updated Jul 3, 2024 1921 views this year
• Zotero by UCLA Library Last Updated Jul 22, 2024 1232 views this year

(Based on English Composition 2 from Illinois Valley Community College):

• Weak organization
• Poor support and development of ideas
• Weak use of secondary sources
• Excessive errors
• Stylistic weakness

When collecting materials, selecting research topic, and writing the paper:

• Be systematic and organized (e.g. keep your bibliography neat and organized; write your notes in a neat way, so that you can find them later on.
• Use your critical thinking ability when you read.
• Write down your thoughts (so that you can reconstruct them later).
• Stop when you have a really good idea and think about whether you could enlarge it to a whole research paper. If yes, take much longer notes.
• When you write down a quotation or summarize somebody else's thoughts in your notes or in the paper, cite the source (i.e. write down the author, title, publication place, year, page number).
• If you quote or summarize a thought from the internet, cite the internet source.
• Write an outline that is detailed enough to remind you about the content.
• Read your paper for yourself or, preferably, somebody else. 
• When you finish writing, check the spelling;
• Use the citation form (MLA, Chicago, or other) that your instructor requires and use it everywhere.

Plagiarism : somebody else's words or ideas presented without citation by an author

• Cite your source every time when you quote a part of somebody's work.
• Cite your source  every time when you summarize a thought from somebody's work.
• Cite your source  every time when you use a source (quote or summarize) from the Internet.

Consult the Citing Sources research guide for further details.

• << Previous: Writing a Research Proposal
• Next: Presenting the Research Paper >>
• Last Updated: Jul 24, 2024 1:23 PM
• URL: https://guides.library.ucla.edu/research-methods

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9 Organizing Research: Taking and Keeping Effective Notes

Once you’ve located the right primary and secondary sources, it’s time to glean all the information you can from them. In this chapter, you’ll first get some tips on taking and organizing notes. The second part addresses how to approach the sort of intermediary assignments (such as book reviews) that are often part of a history course.

Honing your own strategy for organizing your primary and secondary research is a pathway to less stress and better paper success. Moreover, if you can find the method that helps you best organize your notes, these methods can be applied to research you do for any of your classes.

Before the personal computing revolution, most historians labored through archives and primary documents and wrote down their notes on index cards, and then found innovative ways to organize them for their purposes. When doing secondary research, historians often utilized (and many still do) pen and paper for taking notes on secondary sources. With the advent of digital photography and useful note-taking tools like OneNote, some of these older methods have been phased out – though some persist. And, most importantly, once you start using some of the newer techniques below, you may find that you are a little “old school,” and might opt to integrate some of the older techniques with newer technology.

Whether you choose to use a low-tech method of taking and organizing your notes or an app that will help you organize your research, here are a few pointers for good note-taking.

Principles of note-taking

• If you are going low-tech, choose a method that prevents a loss of any notes. Perhaps use one spiral notebook, or an accordion folder, that will keep everything for your project in one space. If you end up taking notes away from your notebook or folder, replace them—or tape them onto blank pages if you are using a notebook—as soon as possible.
• If you are going high-tech, pick one application and stick with it. Using a cloud-based app, including one that you can download to your smart phone, will allow you to keep adding to your notes even if you find yourself with time to take notes unexpectedly.
• When taking notes, whether you’re using 3X5 note cards or using an app described below, write down the author and a shortened title for the publication, along with the page number on EVERY card. We can’t emphasize this point enough; writing down the bibliographic information the first time and repeatedly will save you loads of time later when you are writing your paper and must cite all key information.
• Include keywords or “tags” that capture why you thought to take down this information in a consistent place on each note card (and when using the apps described below). If you are writing a paper about why Martin Luther King, Jr., became a successful Civil Rights movement leader, for example, you may have a few theories as you read his speeches or how those around him described his leadership. Those theories—religious beliefs, choice of lieutenants, understanding of Gandhi—might become the tags you put on each note card.
• Note-taking applications can help organize tags for you, but if you are going low tech, a good idea is to put tags on the left side of a note card, and bibliographic info on the right side.

Organizing research- applications that can help

Using images in research.

• If you are in an archive: make your first picture one that includes the formal collection name, the box number, the folder name and call numbe r and anything else that would help you relocate this information if you or someone else needed to. Do this BEFORE you start taking photos of what is in the folder.
• If you are photographing a book or something you may need to return to the library: take a picture of all the front matter (the title page, the page behind the title with all the publication information, maybe even the table of contents).

Once you have recorded where you find it, resist the urge to rename these photographs. By renaming them, they may be re-ordered and you might forget where you found them. Instead, use tags for your own purposes, and carefully name and date the folder into which the photographs were automatically sorted. There is one free, open-source program, Tropy , which is designed to help organize photos taken in archives, as well as tag, annotate, and organize them. It was developed and is supported by the Roy Rosenzweig Center for History and New Media at George Mason University. It is free to download, and you can find it here: https://tropy.org/ ; it is not, however, cloud-based, so you should back up your photos. In other cases, if an archive doesn’t allow photography (this is highly unlikely if you’ve made the trip to the archive), you might have a laptop on hand so that you can transcribe crucial documents.

Using note or project-organizing apps

When you have the time to sit down and begin taking notes on your primary sources, you can annotate your photos in Tropy. Alternatively, OneNote, which is cloud-based, can serve as a way to organize your research. OneNote allows you to create separate “Notebooks” for various projects, but this doesn’t preclude you from searching for terms or tags across projects if the need ever arises. Within each project you can start new tabs, say, for each different collection that you have documents from, or you can start new tabs for different themes that you are investigating. Just as in Tropy, as you go through taking notes on your documents you can create your own “tags” and place them wherever you want in the notes.

Another powerful, free tool to help organize research, especially secondary research though not exclusively, is Zotero found @ https://www.zotero.org/ . Once downloaded, you can begin to save sources (and their URL) that you find on the internet to Zotero. You can create main folders for each major project that you have and then subfolders for various themes if you would like. Just like the other software mentioned, you can create notes and tags about each source, and Zotero can also be used to create bibliographies in the precise format that you will be using. Obviously, this function is super useful when doing a long-term, expansive project like a thesis or dissertation.

How History is Made: A Student’s Guide to Reading, Writing, and Thinking in the Discipline Copyright © 2022 by Stephanie Cole; Kimberly Breuer; Scott W. Palmer; and Brandon Blakeslee is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Note-Taking

• Categories: Engaging with Courses

Think about how you take notes during class. Do you use a specific system? Do you feel that system is working for you? What could be improved? How might taking notes during a lecture, section, or seminar be different online versus in the classroom?

Adjust how you take notes during synchronous vs. asynchronous learning (slightly) .

First, let’s distinguish between synchronous and asynchronous instruction. Synchronous classes are held live with the instructor and students together, and asynchronous classes are recorded by the professor for students to view at their convenience. Sometimes asynchronous instruction may include a recording of a live Zoom session with the instructor and students.

With this distinction in mind, here are some tips on how to take notes during both types of instruction:  

During a live class, jot down notes as the lecture or discussion progresses. Try to do so during pauses in the lecture or discussion so that you don’t miss the next piece of information. This form of note-taking is something that you’re probably already used to doing in the classroom.

Recorded lectures and class discussions can be paused, but we suggest you try to watch videos all the way through the first time without stopping them. This method allows you to see the whole arc of the material as you take notes and will prevent you from being tempted to write down every word the instructor says (which is typically less useful for studying than notes where you’ve processed the instructor’s words as you listened). You can write down the time marker if you think you’ll need to return to fill in a gap, which you may find is unnecessary once you’ve seen the video the whole way through. We also encourage you to watch videos at their regular speed, as if you were sitting in a synchronous lecture or discussion. Then, you can take notes as you normally would during those activities. If you do increase the speed, note that research shows that benefits diminish beyond 1.25x.

When viewing recordings, check in with yourself and your level of attention frequently as you watch. Are you really listening deeply? Are you absorbing the material? Do you need a break? When deciding when to view asynchronous material, make sure you budget enough time to view videos, take notes, and give yourself breaks. An ARC Academic Coach can help customize a plan for you if you’re having trouble figuring out how much time to allot for this.

Whether you are participating in a live class or viewing a recording, you can annotate lecture notes or slides during lecture if they are available. Having the slides as a foundation makes it easier to jot down information that you learn during lecture and add your own questions or clarifications in context. These notes can be useful to take to section and office hours, allowing you to clarify any confusion you have about the material.

Typing notes on your computer is convenient, but consider that research has shown – for those who are able to do so – that we learn better when we write notes by hand . When we write notes by hand, we transcribe less and interpret more. In other words, we do not write down the instructor’s words verbatim, but rather we put the concepts in our own words, which indicates that learning is already taking place. Some students find it helpful to type up their handwritten notes during review, expanding on what they have written. Others add to their handwritten notes.

Plan to review your class notes regularly. Write a check mark next to the material you understand really well, and put a question mark where you need to review or expand on your own or with the help of an instructor. You can also use color-coding to label these categories. Looking at your notes right after lecture is a good way to mark any areas of confusion you are immediately aware of, but make sure to return to them sometime after your lecture to see if you’ve retained your understanding of the material. Looking over class notes right before section can be a great way to prepare for those sessions, while also allowing you to locate any parts of lecture you need clarified when section meets or when you go to office hours.

During the lesson and during review, write down questions that you can research yourself or ask to the instructor, a friend, or a tutor. Asking questions allows you to synthesize your knowledge of the material and expand your learning by observing areas of confusion or misunderstanding.

Common note-taking techniques

The Cornell Method for note-taking is designed to help you keep an eye on the broader concepts being explored in your course while also taking specific notes on what your lecturer or section leader is saying. Typically done by hand, the Cornell Method involves drawing a line down the edge of your paper and devoting one side to taking notes as you normally would, and the other to including questions, connections, key terms, patterns, and other guiding information that is meant to help you organize your thinking when reviewing the material. You can also use this space to keep track of related textbook pages or p-set questions. 

Outlining is the note-taking method most students intuitively use. It involves writing down information as if you are recreating the professor’s outline for the lecture as you listen. Your aim is to construct bullet points for each idea and to organize them so that major concepts serve as headings with the related subpoints flowing from them. The downside of this method is that it works best when students are easily able to identify the major concepts in a course and less well when the material is not naturally organizing itself in that way. 

Mapping involves creating a concept map out of the ideas presented in lecture. It can work well for spatial learners or in situations where the main concepts of lecture can be simply condensed and organized. It may be less useful in complex lectures, since it focuses primarily on central ideas (typically, there’s not a lot of room to provide detail in a concept map!). You might also try using mapping for STEM courses where processes or cycles are studied.  

Sentence note-taking involves simply writing an individual sentence for each point you want to register in a lecture. It works well in situations where you cannot outline because you don’t intuitively understand the structure of the material and can’t distinguish major ideas from subpoints based on the lecturer’s style. Typically, this method works best if you have the time afterward to go back and organize your sentences more clearly based on having heard the entire lecture.  

If you are looking for help with using some of the tips and techniques described above, come to the ARC’s note-taking workshop, offered several times every semester. 

9 Note-Taking Tips For PhD Research

Taking notes when writing a PhD dissertation or thesis is one of the most important yet daunting tasks for any PhD student.

How you take notes can either make or break your PhD experience.

Luckily, there are some useful tips from previous PhD students that can make this task easier and simpler and make the writing of the PhD dissertation or thesis less tiresome.

This post is a collection of top 9 note-taking tips that have proved to be most useful and effective for majority of PhD students.

1. Choose a note-taking medium that works best for you

Some people work best with the good old paper and pen, while others are more comfortable with digital apps.

The medium doesn’t matter as long as it works for you.

2. Take notes as you read

Every time you read a material, take notes simultaneously. Do not wait to take notes afterwards as the human mind is bound to forget important points.

The reading should be active rather than passive. Active reading ensures that you critically analyse what you are reading and place it in the larger context of your own research and the research done by others.

Ask yourself questions such as:

How does this material support my own research? How relevant is it to what I am doing? Where does it fit in my own paper (does it support my background to the study or fits better in the research methodology)? How does the material relate to what others have written on the same topic? Do the findings support others’ findings or do they contradict them? If the findings contradict previous research, what could explain the contradiction?

For a PhD student, active reading and note-taking is a necessity because you are expected to contribute to the body of knowledge in your field of study.

3. Include full references in your notes

The notes for each material read should start with the reference in the reference style recommended by your school or department.

Referencing your notes cannot be overemphasised.

This will save you lots of time when you start inserting in-text citations and compiling reference lists or bibliographies in your dissertation. You won’t have to worry about where certain notes came from and will save you the headache of going back to look for the correct reference.

4. Include some direct quotes

Direct quotes are useful in some cases as long as they stand out and are not just mere general knowledge. They may include: statistics or data that are relevant to your own research, some interesting findings from the research or the author’s unique interpretation of an issue, etc.

Always include the page number of the material where the quote was borrowed from. Direct quotes have to be referenced together with the page number.

5. Have a system for differentiating your own thoughts from the author’s writings

This is useful for avoiding plagiarism.

It is advisable to write the notes in your own words as much as possible. But sometimes it is impossible to avoid noting down exactly what is in the material even if it will not be used as a direct quote. This is especially the case if you want to remember some points the author made in the material for future reference without having to re-read the material again.

In this case, you need to put a system in place that helps you differentiate your own notes from the writings of the authors. You can use for instance a colour coding system where your own notes are marked by a colour of your choice, the author’s writings are marked by a different colour and the direct quotes are marked by a separate colour.

If you go by a colour coding system, then having key for the different colours used in your notes will be useful to avoid confusion as you go along.

An example of key for colour codes would be:

Red = own notes Blue = author’s writings Yellow = direct quotes

6. Make sure to digitise manual notes

Both pen-and-paper methods and digital methods have their pros and cons.

One advantage of using the pen-and-paper method is that it makes it easier to have clarity of thought. You can also easily add your own comments or insights to the notes.

“Plan in Analog — spend time in analog before jumping to digital” ―  Carmine Gallo,  The Presentation Secrets of Steve Jobs

The downside to pen-and-paper method is that the notes can easily get lost or rendered useless, for instance, by spillage.

The other downside to pen-and-paper method is the inability to find something easily. It is time-consuming to peruse through hundreds of pages looking for specific things. Whereas in digital media you can easily use the control F function to find whatever you are looking for.

It is therefore important to digitise manual notes using Microsoft Word or note-taking apps

7. Organise your notes by topics and sub-topics

Instead of organising your notes by authors (like we do in annotated bibliographies ) or by dates, it is best to organise them by topics and sub-topics.

For instance, have a folder for the introduction chapter and create separate files for each sub-topic under the introduction chapter such as: the background to the study, the problem statement, research gap etc.

Do the same for each of your proposal’s or dissertation’s chapters including literature review, research methodology, results and discussion, and lastly the conclusion chapter.

This kind of notes’ organisation will come in handy when writing the proposal or the full dissertation. It will save you time spent going through the notes looking for notes that fit in each of the chapter and their sub-topics.

8. Integrate note-taking with dissertation writing

What I mean is: do not spend a whole year reading materials and taking notes only without writing drafts of the dissertation (or the proposal).

Always write something towards your dissertation on a regular basis.

As an example, you may decide that every Friday you will write 500 words of your dissertation to start with, and then increase the number of words you write as you progress along. So every Friday make use of the notes that you have made at that point and write a sub-topic of your dissertation.

If in the first year you write at least 500 words per week, you will have written at least 26,000 words of your dissertation at the end of the first year. You will then realise that after a while you are able to write 1,000 words and even more in one sitting. The more you write, the easier the writing task becomes.

Keep in mind though, that whatever you write at the beginning is just a draft that you will revise a number of times before it becomes PhD-standard material.

Another important thing to do when writing the drafts of your dissertation is to build the bibliographies or reference list simultaneously, rather than waiting to do this task at the end of your PhD program. Not only will this strategy save you time and headache but it will help you avoid many mistakes in the referencing at the end.

While building your bibliography or reference list be mindful of the required referencing style and always refer to the referencing style manual, even if you are building it with digital softwares such as Zotero. The digital softwares are not always accurate therefore the human eye is a necessity.

9. Build mind maps as you take notes

Mind maps are visual illustrations of the relationships between various concepts. While building the mind maps, include the sources in the notes for easy referencing.

You can build mind maps manually (using pen and paper) or digitally using available mind mapping tools for the different operating systems (such as SimpleMind Pro for MacOS).

Final thoughts on Note-Taking for PhD Students

Effective note-taking habits and strategies form the foundation for an A-graded PhD dissertation. While some students prefer the good old manual tools, more have embraced the digital world. However, each of these platforms has its pros and cons. The best thing would be to have a blended system that incorporates both worlds. This post provides useful tips for taking notes that feed into PhD research thereby making the writing task less daunting.

Related post

How to Take Notes Effectively using OneNote (A Step-by-Step Guide)

Grace Njeri-Otieno

Grace Njeri-Otieno is a Kenyan, a wife, a mom, and currently a PhD student, among many other balls she juggles. She holds a Bachelors' and Masters' degrees in Economics and has more than 7 years' experience with an INGO. She was inspired to start this site so as to share the lessons learned throughout her PhD journey with other PhD students. Her vision for this site is "to become a go-to resource center for PhD students in all their spheres of learning."

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