how to organize research projects

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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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8 Tips For Keeping Your Research Project Organized

The art of organization is essential in many facets of life, but especially important when planning a research project. It doesn’t take long to learn a lack of organization can quickly hinder the research process, along with creating unnecessary stress. Research projects are born on the basis of innovation and discovery; many start their initiatives thinking of the vision and end goal rather than the processes that are productive in getting them there. If you are like most, the initial intention to stay organized is there, but implementing these strategies proves to be more difficult than planned. To aid in this process, here are eight tips to help keep your project organized and help you achieve your research goals.

1. Choose an Outline Method 

An outline acts as a road map for your project. It helps you organize and prioritize your thoughts and information. Fortunately, there is no right or wrong way to design your outline and there are various commonly used methods. However, with much creative liberty on how to slice and dice information, one can experience choice fatigue. But do not worry! The best, most informative outline methods are those that fit with your own personal work style! For those who are more visual, utilizing a chart with boxes and connecting lines may be beneficial. Another common avenue is using bullet points in more of a linear format. The method that you choose can vary, but it is essential to stay consistent throughout your project so all information stays organized.

2. Create Goals and Deadlines

Procrastination can easily sneak up on anyone. To combat this behavior, create goals and hard deadlines that are attainable and ensure you adhere to them. To successfully implement this strategy, create a hierarchy of goals and then determine a target completion date for each goal. Estimating the time commitment of each task can be difficult, but regularly reviewing these timelines can help ensure you stay on track. 

3. Use a Calendar 

Calendars are excellent for recording significant dates on the horizon, such as mid-project reports and goal deadlines. Each researcher should utilize the calendar method that works best for them, regardless if it’s in a digital or physical format. If you are using a digital calendar, we recommend turning on your notifications so you get alerts on your approaching deadlines. For this strategy to be successful, it is important to record the relevant dates ahead of time and refer to the calendar regularly. 

4. Research Notebook

A research notebook, digital or physical, is a tool to keep all pertinent information relating to your project in one place. Dating each entry guarantees you can quickly locate necessary documents within your notebook. Most research projects occur over several months and up to several years, so you are likely to have an abundance of papers and information. Dating and consolidating documents makes your research notebook an effective and efficient tool.

5. Weekly Progress Reports 

Weekly progress reports are a simple yet useful tool for keeping your project on track and holding yourself accountable to your goals. At the end of each week, you should check and record the progress you have made and consider how it contributes to your project. Weekly reports are a great opportunity to reference the calendar, so you are prepared for what is to come.

6. Proofread

Writing is a big component of developing a research project. Organizing your project also means organizing your words and thoughts. It is important to ensure your findings are accurately represented in terms of not only your data, but grammar, spelling, and punctuation, as well. It is easy to skim over your writing and miss little mistakes here and there, which is why having attention to detail while proofreading is essential. Reading your words out loud is a great way to catch tiny errors. Also, in our digital age, downloading and using an AI-generated grammar and spelling machine is a great resource!

7. Keep a Works Cited Page for Your Research

Developing a research project not only involves experimentation and recording your findings but also seeking out information on what has been done before and exploring the impacts of similar studies. In using others’ research to supplement your project, it is important to have a citation page where you record the resources you have sought out. When you have a lot of sources, it can be easy to lose track of which ones you have recorded, which ones you want to keep, and so on. We recommend that you add your sources as you go. Doing so will allow you to maintain an organized system of information for your research project and ensure that you are giving credit where credit is due to avoid plagiarizing.

8. Backup Your Research Documents

The information you compile and the experimentations you conduct are valuable findings that are critical for your research project. With the majority of our information being digital nowadays, it is important to back up your documents – whether that be saving your information every time you update, having several copies of your work, or employing an auto-saving/cloud-based system. Making sure your research documents are backed up is a form of organization that keeps you protected against accidental deletion, technical difficulties with your device, or any other scenarios regarding the loss or damage of your work. 

Overall, research projects benefit from robust organization; utilizing these techniques will help you stay focused and on track to meeting your end goals! There are a variety of strategies you can utilize to keep your research project organized, so use what works best for you and the parameters of your work style.

Are you looking for funding for your project? The CCI Research Foundation offers funding for perioperative nursing research! Sign up to receive a reminder email when applications open. 

McLean, S. (2012). Managing Your Research Project . In Writing for Success v. 1.0. Saylor Academy .

Shaw, K. A. (2014, June). Organizing Your Research and Developing Your Research Skills . IEEE Potentials, vol. 33, issue 3, pp. 17-22 .

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11.3 Managing Your Research Project

Learning objectives.

• Identify reasons for outlining the scope and sequence of a research project.
• Recognize the steps of the research writing process.
• Develop a plan for managing time and resources to complete the research project on time.
• Identify organizational tools and strategies to use in managing the project.

The prewriting you have completed so far has helped you begin to plan the content of your research paper—your topic, research questions, and preliminary thesis. It is equally important to plan out the process of researching and writing the paper. Although some types of writing assignments can be completed relatively quickly, developing a good research paper is a complex process that takes time. Breaking it into manageable steps is crucial. Review the steps outlined at the beginning of this chapter.

Steps to Writing a Research Paper

• Choose a topic.
• Schedule and plan time for research and writing.
• Conduct research.
• Organize research
• Draft your paper.
• Revise and edit your paper.

You have already completed step 1. In this section, you will complete step 2. The remaining steps fall under two broad categories—the research phase of the project (steps 3 and 4) and the writing phase (steps 5 and 6). Both phases present challenges. Understanding the tasks involved and allowing enough time to complete each task will help you complete your research paper on time with a minimal amount of stress.

Planning Your Project

Each step of a research project requires time and attention. Careful planning helps ensure that you will keep your project running smoothly and produce your best work. Set up a project schedule that shows when you will complete each step. Think about how you will complete each step and what project resources you will use. Resources may include anything from library databases and word-processing software to interview subjects and writing tutors.

To develop your schedule, use a calendar and work backward from the date your final draft is due. Generally, it is wise to divide half of the available time on the research phase of the project and half on the writing phase. For example, if you have a month to work, plan for two weeks for each phase. If you have a full semester, plan to begin research early and to start writing by the middle of the term. You might think that no one really works that far ahead, but try it. You will probably be pleased with the quality of your work and with the reduction in your stress level.

As you plan, break down major steps into smaller tasks if necessary. For example, step 3, conducting research, involves locating potential sources, evaluating their usefulness and reliability, reading, and taking notes. Defining these smaller tasks makes the project more manageable by giving you concrete goals to achieve.

Jorge had six weeks to complete his research project. Working backward from a due date of May 2, he mapped out a schedule for completing his research by early April so that he would have ample time to write. Jorge chose to write his schedule in his weekly planner to help keep himself on track.

Review Jorge’s schedule. Key target dates are shaded. Note that Jorge planned times to use available resources by visiting the library and writing center and by meeting with his instructor.

• Working backward from the date your final draft is due, create a project schedule. You may choose to write a sequential list of tasks or record tasks on a calendar.
• Check your schedule to be sure that you have broken each step into smaller tasks and assigned a target completion date to each key task.
• Review your target dates to make sure they are realistic. Always allow a little more time than you think you will actually need.

Plan your schedule realistically, and consider other commitments that may sometimes take precedence. A business trip or family visit may mean that you are unable to work on the research project for a few days. Make the most of the time you have available. Plan for unexpected interruptions, but keep in mind that a short time away from the project may help you come back to it with renewed enthusiasm. Another strategy many writers find helpful is to finish each day’s work at a point when the next task is an easy one. That makes it easier to start again.

Writing at Work

When you create a project schedule at work, you set target dates for completing certain tasks and identify the resources you plan to use on the project. It is important to build in some flexibility. Materials may not be received on time because of a shipping delay. An employee on your team may be called away to work on a higher-priority project. Essential equipment may malfunction. You should always plan for the unexpected.

Staying Organized

Although setting up a schedule is easy, sticking to one is challenging. Even if you are the rare person who never procrastinates, unforeseen events may interfere with your ability to complete tasks on time. A self-imposed deadline may slip your mind despite your best intentions. Organizational tools—calendars, checklists, note cards, software, and so forth—can help you stay on track.

Throughout your project, organize both your time and your resources systematically. Review your schedule frequently and check your progress. It helps to post your schedule in a place where you will see it every day. Both personal and workplace e-mail systems usually include a calendar feature where you can record tasks, arrange to receive daily reminders, and check off completed tasks. Electronic devices such as smartphones have similar features.

Organize project documents in a binder or electronic folder, and label project documents and folders clearly. Use note cards or an electronic document to record bibliographical information for each source you plan to use in your paper. Tracking this information throughout the research process can save you hours of time when you create your references page.

Revisit the schedule you created in Note 11.42 “Exercise 1” . Transfer it into a format that will help you stay on track from day to day. You may wish to input it into your smartphone, write it in a weekly planner, post it by your desk, or have your e-mail account send you daily reminders. Consider setting up a buddy system with a classmate that will help you both stay on track.

Some people enjoy using the most up-to-date technology to help them stay organized. Other people prefer simple methods, such as crossing off items on a checklist. The key to staying organized is finding a system you like enough to use daily. The particulars of the method are not important as long as you are consistent.

Anticipating Challenges

Do any of these scenarios sound familiar? You have identified a book that would be a great resource for your project, but it is currently checked out of the library. You planned to interview a subject matter expert on your topic, but she calls to reschedule your meeting. You have begun writing your draft, but now you realize that you will need to modify your thesis and conduct additional research. Or you have finally completed your draft when your computer crashes, and days of hard work disappear in an instant.

These troubling situations are all too common. No matter how carefully you plan your schedule, you may encounter a glitch or setback. Managing your project effectively means anticipating potential problems, taking steps to minimize them where possible, and allowing time in your schedule to handle any setbacks.

Many times a situation becomes a problem due only to lack of planning. For example, if a book is checked out of your local library, it might be available through interlibrary loan, which usually takes a few days for the library staff to process. Alternatively, you might locate another, equally useful source. If you have allowed enough time for research, a brief delay will not become a major setback.

You can manage other potential problems by staying organized and maintaining a take-charge attitude. Take a minute each day to save a backup copy of your work on a portable hard drive. Maintain detailed note cards and source cards as you conduct research—doing so will make citing sources in your draft infinitely easier. If you run into difficulties with your research or your writing, ask your instructor for help, or make an appointment with a writing tutor.

Identify five potential problems you might encounter in the process of researching and writing your paper. Write them on a separate sheet of paper. For each problem, write at least one strategy for solving the problem or minimizing its effect on your project.

In the workplace, documents prepared at the beginning of a project often include a detailed plan for risk management. When you manage a project, it makes sense to anticipate and prepare for potential setbacks. For example, to roll out a new product line, a software development company must strive to complete tasks on a schedule in order to meet the new product release date. The project manager may need to adjust the project plan if one or more tasks fall behind schedule.

Key Takeaways

• To complete a research project successfully, a writer must carefully manage each phase of the process and break major steps into smaller tasks.
• Writers can plan a research project by setting up a schedule based on the deadline and by identifying useful project resources.
• Writers stay focused by using organizational tools that suit their needs.
• Anticipating and planning for potential setbacks can help writers avoid those setbacks or minimize their effect on the project schedule.

Writing for Success Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Illustration by James Round

How to plan a research project

Whether for a paper or a thesis, define your question, review the work of others – and leave yourself open to discovery.

by Brooke Harrington   + BIO

is professor of sociology at Dartmouth College in New Hampshire. Her research has won international awards both for scholarly quality and impact on public life. She has published dozens of articles and three books, most recently the bestseller Capital without Borders (2016), now translated into five languages.

Edited by Sam Haselby

Need to know

‘When curiosity turns to serious matters, it’s called research.’ – From Aphorisms (1880-1905) by Marie von Ebner-Eschenbach

Planning research projects is a time-honoured intellectual exercise: one that requires both creativity and sharp analytical skills. The purpose of this Guide is to make the process systematic and easy to understand. While there is a great deal of freedom and discovery involved – from the topics you choose, to the data and methods you apply – there are also some norms and constraints that obtain, no matter what your academic level or field of study. For those in high school through to doctoral students, and from art history to archaeology, research planning involves broadly similar steps, including: formulating a question, developing an argument or predictions based on previous research, then selecting the information needed to answer your question.

Some of this might sound self-evident but, as you’ll find, research requires a different way of approaching and using information than most of us are accustomed to in everyday life. That is why I include orienting yourself to knowledge-creation as an initial step in the process. This is a crucial and underappreciated phase in education, akin to making the transition from salaried employment to entrepreneurship: suddenly, you’re on your own, and that requires a new way of thinking about your work.

What follows is a distillation of what I’ve learned about this process over 27 years as a professional social scientist. It reflects the skills that my own professors imparted in the sociology doctoral programme at Harvard, as well as what I learned later on as a research supervisor for Ivy League PhD and MA students, and then as the author of award-winning scholarly books and articles. It can be adapted to the demands of both short projects (such as course term papers) and long ones, such as a thesis.

At its simplest, research planning involves the four distinct steps outlined below: orienting yourself to knowledge-creation; defining your research question; reviewing previous research on your question; and then choosing relevant data to formulate your own answers. Because the focus of this Guide is on planning a research project, as opposed to conducting a research project, this section won’t delve into the details of data-collection or analysis; those steps happen after you plan the project. In addition, the topic is vast: year-long doctoral courses are devoted to data and analysis. Instead, the fourth part of this section will outline some basic strategies you could use in planning a data-selection and analysis process appropriate to your research question.

Step 1: Orient yourself

Planning and conducting research requires you to make a transition, from thinking like a consumer of information to thinking like a producer of information. That sounds simple, but it’s actually a complex task. As a practical matter, this means putting aside the mindset of a student, which treats knowledge as something created by other people. As students, we are often passive receivers of knowledge: asked to do a specified set of readings, then graded on how well we reproduce what we’ve read.

Researchers, however, must take on an active role as knowledge producers . Doing research requires more of you than reading and absorbing what other people have written: you have to engage in a dialogue with it. That includes arguing with previous knowledge and perhaps trying to show that ideas we have accepted as given are actually wrong or incomplete. For example, rather than simply taking in the claims of an author you read, you’ll need to draw out the implications of those claims: if what the author is saying is true, what else does that suggest must be true? What predictions could you make based on the author’s claims?

In other words, rather than treating a reading as a source of truth – even if it comes from a revered source, such as Plato or Marie Curie – this orientation step asks you to treat the claims you read as provisional and subject to interrogation. That is one of the great pieces of wisdom that science and philosophy can teach us: that the biggest advances in human understanding have been made not by being correct about trivial things, but by being wrong in an interesting way . For example, Albert Einstein was wrong about quantum mechanics, but his arguments about it with his fellow physicist Niels Bohr have led to some of the biggest breakthroughs in science, even a century later.

Step 2: Define your research question

Students often give this step cursory attention, but experienced researchers know that formulating a good question is sometimes the most difficult part of the research planning process. That is because the precise language of the question frames the rest of the project. It’s therefore important to pose the question carefully, in a way that’s both possible to answer and likely to yield interesting results. Of course, you must choose a question that interests you, but that’s only the beginning of what’s likely to be an iterative process: most researchers come back to this step repeatedly, modifying their questions in light of previous research, resource limitations and other considerations.

Researchers face limits in terms of time and money. They, like everyone else, have to pose research questions that they can plausibly answer given the constraints they face. For example, it would be inadvisable to frame a project around the question ‘What are the roots of the Arab-Israeli conflict?’ if you have only a week to develop an answer and no background on that topic. That’s not to limit your imagination: you can come up with any question you’d like. But it typically does require some creativity to frame a question that you can answer well – that is, by investigating thoroughly and providing new insights – within the limits you face.

In addition to being interesting to you, and feasible within your resource constraints, the third and most important characteristic of a ‘good’ research topic is whether it allows you to create new knowledge. It might turn out that your question has already been asked and answered to your satisfaction: if so, you’ll find out in the next step of this process. On the other hand, you might come up with a research question that hasn’t been addressed previously. Before you get too excited about breaking uncharted ground, consider this: a lot of potentially researchable questions haven’t been studied for good reason ; they might have answers that are trivial or of very limited interest. This could include questions such as ‘Why does the area of a circle equal π r²?’ or ‘Did winter conditions affect Napoleon’s plans to invade Russia?’ Of course, you might be able to make the argument that a seemingly trivial question is actually vitally important, but you must be prepared to back that up with convincing evidence. The exercise in the ‘Learn More’ section below will help you think through some of these issues.

Finally, scholarly research questions must in some way lead to new and distinctive insights. For example, lots of people have studied gender roles in sports teams; what can you ask that hasn’t been asked before? Reinventing the wheel is the number-one no-no in this endeavour. That’s why the next step is so important: reviewing previous research on your topic. Depending on what you find in that step, you might need to revise your research question; iterating between your question and the existing literature is a normal process. But don’t worry: it doesn’t go on forever. In fact, the iterations taper off – and your research question stabilises – as you develop a firm grasp of the current state of knowledge on your topic.

Step 3: Review previous research

In academic research, from articles to books, it’s common to find a section called a ‘literature review’. The purpose of that section is to describe the state of the art in knowledge on the research question that a project has posed. It demonstrates that researchers have thoroughly and systematically reviewed the relevant findings of previous studies on their topic, and that they have something novel to contribute.

Your own research project should include something like this, even if it’s a high-school term paper. In the research planning process, you’ll want to list at least half a dozen bullet points stating the major findings on your topic by other people. In relation to those findings, you should be able to specify where your project could provide new and necessary insights. There are two basic rhetorical positions one can take in framing the novelty-plus-importance argument required of academic research:

• Position 1 requires you to build on or extend a set of existing ideas; that means saying something like: ‘Person A has argued that X is true about gender; this implies Y, which has not yet been tested. My project will test Y, and if I find evidence to support it, that will change the way we understand gender.’
• Position 2 is to argue that there is a gap in existing knowledge, either because previous research has reached conflicting conclusions or has failed to consider something important. For example, one could say that research on middle schoolers and gender has been limited by being conducted primarily in coeducational environments, and that findings might differ dramatically if research were conducted in more schools where the student body was all-male or all-female.

Your overall goal in this step of the process is to show that your research will be part of a larger conversation: that is, how your project flows from what’s already known, and how it advances, extends or challenges that existing body of knowledge. That will be the contribution of your project, and it constitutes the motivation for your research.

Two things are worth mentioning about your search for sources of relevant previous research. First, you needn’t look only at studies on your precise topic. For example, if you want to study gender-identity formation in schools, you shouldn’t restrict yourself to studies of schools; the empirical setting (schools) is secondary to the larger social process that interests you (how people form gender identity). That process occurs in many different settings, so cast a wide net. Second, be sure to use legitimate sources – meaning publications that have been through some sort of vetting process, whether that involves peer review (as with academic journal articles you might find via Google Scholar) or editorial review (as you’d find in well-known mass media publications, such as The Economist or The Washington Post ). What you’ll want to avoid is using unvetted sources such as personal blogs or Wikipedia. Why? Because anybody can write anything in those forums, and there is no way to know – unless you’re already an expert – if the claims you find there are accurate. Often, they’re not.

Step 4: Choose your data and methods

Whatever your research question is, eventually you’ll need to consider which data source and analytical strategy are most likely to provide the answers you’re seeking. One starting point is to consider whether your question would be best addressed by qualitative data (such as interviews, observations or historical records), quantitative data (such as surveys or census records) or some combination of both. Your ideas about data sources will, in turn, suggest options for analytical methods.

You might need to collect your own data, or you might find everything you need readily available in an existing dataset someone else has created. A great place to start is with a research librarian: university libraries always have them and, at public universities, those librarians can work with the public, including people who aren’t affiliated with the university. If you don’t happen to have a public university and its library close at hand, an ordinary public library can still be a good place to start: the librarians are often well versed in accessing data sources that might be relevant to your study, such as the census, or historical archives, or the Survey of Consumer Finances.

Because your task at this point is to plan research, rather than conduct it, the purpose of this step is not to commit you irrevocably to a course of action. Instead, your goal here is to think through a feasible approach to answering your research question. You’ll need to find out, for example, whether the data you want exist; if not, do you have a realistic chance of gathering the data yourself, or would it be better to modify your research question? In terms of analysis, would your strategy require you to apply statistical methods? If so, do you have those skills? If not, do you have time to learn them, or money to hire a research assistant to run the analysis for you?

Please be aware that qualitative methods in particular are not the casual undertaking they might appear to be. Many people make the mistake of thinking that only quantitative data and methods are scientific and systematic, while qualitative methods are just a fancy way of saying: ‘I talked to some people, read some old newspapers, and drew my own conclusions.’ Nothing could be further from the truth. In the final section of this guide, you’ll find some links to resources that will provide more insight on standards and procedures governing qualitative research, but suffice it to say: there are rules about what constitutes legitimate evidence and valid analytical procedure for qualitative data, just as there are for quantitative data.

Circle back and consider revising your initial plans

As you work through these four steps in planning your project, it’s perfectly normal to circle back and revise. Research planning is rarely a linear process. It’s also common for new and unexpected avenues to suggest themselves. As the sociologist Thorstein Veblen wrote in 1908 : ‘The outcome of any serious research can only be to make two questions grow where only one grew before.’ That’s as true of research planning as it is of a completed project. Try to enjoy the horizons that open up for you in this process, rather than becoming overwhelmed; the four steps, along with the two exercises that follow, will help you focus your plan and make it manageable.

Key points – How to plan a research project

• Planning a research project is essential no matter your academic level or field of study. There is no one ‘best’ way to design research, but there are certain guidelines that can be helpfully applied across disciplines.
• Orient yourself to knowledge-creation. Make the shift from being a consumer of information to being a producer of information.
• Define your research question. Your question frames the rest of your project, sets the scope, and determines the kinds of answers you can find.
• Review previous research on your question. Survey the existing body of relevant knowledge to ensure that your research will be part of a larger conversation.
• Choose your data and methods. For instance, will you be collecting qualitative data, via interviews, or numerical data, via surveys?
• Circle back and consider revising your initial plans. Expect your research question in particular to undergo multiple rounds of refinement as you learn more about your topic.

Good research questions tend to beget more questions. This can be frustrating for those who want to get down to business right away. Try to make room for the unexpected: this is usually how knowledge advances. Many of the most significant discoveries in human history have been made by people who were looking for something else entirely. There are ways to structure your research planning process without over-constraining yourself; the two exercises below are a start, and you can find further methods in the Links and Books section.

The following exercise provides a structured process for advancing your research project planning. After completing it, you’ll be able to do the following:

• describe clearly and concisely the question you’ve chosen to study
• summarise the state of the art in knowledge about the question, and where your project could contribute new insight
• identify the best strategy for gathering and analysing relevant data

In other words, the following provides a systematic means to establish the building blocks of your research project.

Exercise 1: Definition of research question and sources

This exercise prompts you to select and clarify your general interest area, develop a research question, and investigate sources of information. The annotated bibliography will also help you refine your research question so that you can begin the second assignment, a description of the phenomenon you wish to study.

Jot down a few bullet points in response to these two questions, with the understanding that you’ll probably go back and modify your answers as you begin reading other studies relevant to your topic:

• What will be the general topic of your paper?
• What will be the specific topic of your paper?

b) Research question(s)

Use the following guidelines to frame a research question – or questions – that will drive your analysis. As with Part 1 above, you’ll probably find it necessary to change or refine your research question(s) as you complete future assignments.

• Your question should be phrased so that it can’t be answered with a simple ‘yes’ or ‘no’.
• Your question should have more than one plausible answer.
• Your question should draw relationships between two or more concepts; framing the question in terms of How? or What? often works better than asking Why ?

c) Annotated bibliography

Most or all of your background information should come from two sources: scholarly books and journals, or reputable mass media sources. You might be able to access journal articles electronically through your library, using search engines such as JSTOR and Google Scholar. This can save you a great deal of time compared with going to the library in person to search periodicals. General news sources, such as those accessible through LexisNexis, are acceptable, but should be cited sparingly, since they don’t carry the same level of credibility as scholarly sources. As discussed above, unvetted sources such as blogs and Wikipedia should be avoided, because the quality of the information they provide is unreliable and often misleading.

To create an annotated bibliography, provide the following information for at least 10 sources relevant to your specific topic, using the format suggested below.

Name of author(s):

Publication date:

Title of book, chapter, or article:

If a chapter or article, title of journal or book where they appear:

Brief description of this work, including main findings and methods ( c 75 words):

Summary of how this work contributes to your project ( c 75 words):

Brief description of the implications of this work ( c 25 words):

Identify any gap or controversy in knowledge this work points up, and how your project could address those problems ( c 50 words):

Exercise 2: Towards an analysis

Develop a short statement ( c 250 words) about the kind of data that would be useful to address your research question, and how you’d analyse it. Some questions to consider in writing this statement include:

• What are the central concepts or variables in your project? Offer a brief definition of each.
• Do any data sources exist on those concepts or variables, or would you need to collect data?
• Of the analytical strategies you could apply to that data, which would be the most appropriate to answer your question? Which would be the most feasible for you? Consider at least two methods, noting their advantages or disadvantages for your project.

Links & books

One of the best texts ever written about planning and executing research comes from a source that might be unexpected: a 60-year-old work on urban planning by a self-trained scholar. The classic book The Death and Life of Great American Cities (1961) by Jane Jacobs (available complete and free of charge via this link ) is worth reading in its entirety just for the pleasure of it. But the final 20 pages – a concluding chapter titled ‘The Kind of Problem a City Is’ – are really about the process of thinking through and investigating a problem. Highly recommended as a window into the craft of research.

Jacobs’s text references an essay on advancing human knowledge by the mathematician Warren Weaver. At the time, Weaver was director of the Rockefeller Foundation, in charge of funding basic research in the natural and medical sciences. Although the essay is titled ‘A Quarter Century in the Natural Sciences’ (1960) and appears at first blush to be merely a summation of one man’s career, it turns out to be something much bigger and more interesting: a meditation on the history of human beings seeking answers to big questions about the world. Weaver goes back to the 17th century to trace the origins of systematic research thinking, with enthusiasm and vivid anecdotes that make the process come alive. The essay is worth reading in its entirety, and is available free of charge via this link .

For those seeking a more in-depth, professional-level discussion of the logic of research design, the political scientist Harvey Starr provides insight in a compact format in the article ‘Cumulation from Proper Specification: Theory, Logic, Research Design, and “Nice” Laws’ (2005). Starr reviews the ‘research triad’, consisting of the interlinked considerations of formulating a question, selecting relevant theories and applying appropriate methods. The full text of the article, published in the scholarly journal Conflict Management and Peace Science , is available, free of charge, via this link .

Finally, the book Getting What You Came For (1992) by Robert Peters is not only an outstanding guide for anyone contemplating graduate school – from the application process onward – but it also includes several excellent chapters on planning and executing research, applicable across a wide variety of subject areas. It was an invaluable resource for me 25 years ago, and it remains in print with good reason; I recommend it to all my students, particularly Chapter 16 (‘The Thesis Topic: Finding It’), Chapter 17 (‘The Thesis Proposal’) and Chapter 18 (‘The Thesis: Writing It’).

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This simple tool can help you manage multiple research projects

How to master the art of prioritization.

Carsten Lund Pedersen

Credit: sorbetto/Getty Images

23 January 2020

sorbetto/Getty Images

One of the most difficult things in research is to pick, prioritize, and pursue the right research projects.

I’ve struggled with this in the past, and often found myself juggling different papers simultaneously in a race to keep up with my various research interests and publication pressures.

This isn’t a sustainable solution for any researcher in the long run. Fortunately, I’ve found a solution in the field of project management.

The time and energy crunch

The life of a researcher is in many ways centered on managing and implementing a portfolio of different projects on an ongoing basis. It only makes sense, then, to learn from the experts.

Since the invention of the Gantt chart in 1917 and the subsequent professionalization of project management in the 1950s , an array of useful tools has emerged.

One such tool is the project management triangle , which says that all projects have three constraints (scope, time, and costs), which ultimately determine the quality of the project.

If you change one of these elements (e.g. you increase the scope), it will have consequences for the other elements (increased scope would need more time and higher costs to succeed).

These triple constraints have been used by everyone from IT professionals to graduate students in managing projects.

For my own projects, I like to reframe the triangle (see the figure below). In my experience, ambition, time, and energy are the main constraints that determine the quality of a research project.

For example, if you want to see your research on the cover of Science or Nature , producing high-quality science alone isn’t enough. You’ll need substantial time and energy (and a bit of luck) to achieve your very high ambitions.

Of course, both time and energy are finite resources that you need to spread across your various competing projects.

Each time you’re faced with an interesting research project, you need to ask yourself three questions:

• What is the level of ambition for this project?
• Given the level of ambition, how much time and energy can I realistically commit to the project?
• Should I terminate some of my other projects in order to participate?

The answers you give may well reveal that you can only take on a very limited role in the project – and only after you’ve completed one of your other demanding projects.

In this way, the model can help you to plan and prioritize your time and energy across your portfolio.

It’s a trade-off

Once you’ve committed to a research project, it’s also important to note that conflicts between the constraints may arise during the implementation phase.

For instance, if teaching assignments suddenly invade your semester, then you may need to revise the ambition and energy levels to better match the time you can realistically allocate to the project.

I’ve started to use this method myself by creating an overview of my present projects and assessing each of them in terms of the triple constraints.

This has resulted in the termination or postponement of several projects and the limiting of my role in other projects, so I can focus on a few key projects instead.

Doing so has made my work life less stressful, and I feel that I’ve delivered much better on key projects because of it.

The most important insight I’ve learned from this tool is that my personal resources are limited and therefore trade-offs must be made each day. If I fail to make those difficult decisions, I risk burning myself out and can jeopardize the quality of my work.

Our projects and personal productivity are too important to be misaligned or mismanaged.

We need to be making clever choices on tricky trade-offs (no projects were harmed during the writing of this article.)

Carsten Lund Pedersen is an assistant professor in the Department of Marketing at the Copenhagen Business School.

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Expert Commentary

Organizing your research: A scientist’s tips for journalists

Maya Gosztyla, a Ph.D. candidate in the Biomedical Sciences Graduate Program at the University of California San Diego, provides an overview of literature mapping tools, RSS feeds, research management software and databases to help journalists organize their research.

Republish this article

This work is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License .

by Naseem S. Miller, The Journalist's Resource March 21, 2023

This <a target="_blank" href="https://journalistsresource.org/home/organizing-your-research/">article</a> first appeared on <a target="_blank" href="https://journalistsresource.org">The Journalist's Resource</a> and is republished here under a Creative Commons license.<img src="https://journalistsresource.org/wp-content/uploads/2020/11/cropped-jr-favicon-150x150.png" style="width:1em;height:1em;margin-left:10px;">

Journalists collect a lot of stuff while reporting, especially for big stories and projects: interviews, documents, research papers, articles. It can be overwhelming at times.

Academics too must collect a large number of documents. They use a variety of tools to organize their work, some of which journalists can also use to organize materials. 

During a panel at the 2023 Association of Health Care Journalists conference in St. Louis, Missouri, Maya Gosztyla , a Ph.D. candidate in the Biomedical Sciences Graduate Program at the University of California San Diego, shared her organizational approach as a scientist, which journalists can easily adopt. She’s the authors of 2022 Nature career columns, “ How to Find, Read and Organize Papers ” and “ How to Manage Your Time as a Researcher .”

Below is a list of tips and tools that Gosztyla shared during the panel.

1. Find related research with literature mapping tools.

When journalists report on a new study, it’s important to consider where that study fits into the larger body of research.

Pubmed and Google Scholar are go-to research platforms to find academic research . But they’re not the most efficient tools for finding research related to a specific academic study.

A better approach is using literature mapping tools , which show the connection between research papers.

“Imagine papers like nodes in a network,” Gosztyla said. “Each paper will cite other papers, and what you can do is make a giant map of all the papers in a specific subject area. And then you can see the hubs — what are the papers that everyone cites that you should probably read.”

Some of the popular literature mapping tools, which offer free versions, include ResearchRabbit, Inciteful, Connected Papers and Litmaps .

2. Stay on top of current research with RSS feeds.

Many journalists, especially those who write about academic research, subscribe to journal email lists. But that may not be the best option for organizing research.

“It kind of overwhelms your inbox after a while,” said Gosztyla.

Another common method is setting up keyword email alerts. Both Pubmed and Google Scholar let you set up email alerts for specific keywords. But that too can crowd your email inbox.

Gosztyla’s solution is using an RSS feed reader .

RSS stands for “really simple syndication.” An RSS feed reader — or RSS feed aggregator — gets all the new articles or studies published on a website and brings them together in a timeline that you can quickly scroll through.

Many websites have RSS feeds. Once you have a link for the RSS feed, you can then add it to a free or paid RSS feed reader.

Here’s a good explainer by Lifewire on how to find RSS feeds and add it to a reader.

Gosztyla spends a few minutes every morning scrolling through her RSS feed reader — her favorite is Feedly — to check for new published research in her field.

This August 2022 article from Wired lists some of the more popular RSS feed readers.

3. Use research management software to file your research.

10 things we wish we’d known earlier about research: Tips from The Journalist’s Resource

There are several free online tools that can help you store what you find during your research instead having dozens of open tabs on your browser.

A popular tool developed by and for journalists is DocumentCloud , where you can upload documents, search the text, annotate, extract data , redact and edit.

Another option, popular among academics, is Zotero . It’s a free, open-source reference management tool and can store and organize your research material, including PDF files.

You can use Zotero in a browser, but for a more powerful experience, download it and install the Zotero plugin for your browser. When you come across a study or article that you want to save, click the plugin. It will save the item to your desired Zotero folder. You can create many folders and subfolders, and also share folders. You can also highlight and annotate PDFs.

“If you’re not using a reference manager, I highly, highly recommend them,” said Gosztyla.

You can integrate Zotero to several apps and programs, including, Word, Google Docs and literature mapping tools like ResearchRabbit.

Some of the alternatives to Zotero include, Mendeley , EndNote , RefWorks and Sciwheel .    

4. Routinely read your research pile.

To stay on top of what you’re collecting, Gosztyla offered this advice:

Block out a time each week, like two hours on Fridays, to read. If you have a big pile, maybe devote a couple of days to reading.

And decide how you’re going to spend that reading time: are you going to devote it to do a deep dive, or just scan what you’ve collected, take notes and decide what to keep and what to toss.

“Maybe it’s your routine that every week you buy yourself a nice cup of coffee. You go to a certain cafe and you just read,” Gosztyla said. “So find a routine that you really look forward to and it’s something you want to do.”

5. Don’t forget to take notes while reading documents .

“Don’t ever read without highlighting or taking notes,” Gosztyla said. “Otherwise, you will forget it. I guarantee it.”

Write a small note, a blurb, on the material you read to remind you of its main takeaways and where it fits into your project. Do you need to email or interview the author with follow-up questions? Or read the authors’ previous work? Make a note of those.

In the next step, you’ll learn about organizing those notes.

6. You have collected. You have read. Now organize your work in a database.

Research management software can help you organize your documents, but it’s helpful to create a database of what you’ve collected, your tasks for each item, and maybe a summary and key points. You can use Google Sheets of Microsoft Excel to create your list.

If you want something other than a classic spreadsheet, you can try web applications like Notion.

Notion is a powerful program, which Gosztyla described as a “multi-use database tool.” Notion describes itself as an all-in-one workspace. You can use it to organize your research, manage projects and tasks, note-taking and even your daily journals. You can also integrate Notion with many other apps and tools.

It has a steep learning curve. Give yourself time to learn to use it before integrating it into your workflow. Notion has tutorials on YouTube and a wiki page . Gosztyla recommended Thomas Frank Explains YouTube tutorials. Frank is an author, YouTuber, and Notion expert.

Some alternatives to Notion include Airtable , Trello and Coda .

7. Go one step further with automation tools.

If you want to go a step further in your Notion journey, you can link a Zotero folder to Notion with a tool called Notero . Every time you add an item to your Zotero folder, it populates your Notion database.

Notion has many templates you can choose from. Or you can use Gosztyla’s template .

You can automate and integrate other apps too, to create a better workflow for your work. Some of the popular options are IFTTT — Short for If This Then That — which integrates apps, devices and services to create automated workflows, and Zapier , which connects web applications and allows users to create automated workflows.

Keep in mind, you don’t have to use all the tools listed above.

“Take the pieces that work for you and apply them to your life,” advised Gosztyla.

If you want to share a tool that’s helped you organize your research, you can reach me at [email protected] . You can reach Gosztyla on Twitter @MayaGosztyla .

About The Author

Naseem S. Miller

How to Organize Research Papers: A Cheat Sheet for Graduate Students

• August 8, 2022
• PRODUCTIVITY

It is crucial to organize research papers so that the literature survey process goes smoothly once the data has been gathered and analyzed. This is where a research organizer is useful.

It may be helpful to plan the structure of your writing before you start writing: organizing your ideas before you begin to write will help you decide what to write and how to write it.

It can be challenging to keep your research organized when writing an essay. The truth is, there’s no one “ best ” way to get organized, and there’s no one answer. Whatever system you choose, make sure it works for your learning style and writing habits.

As a graduate student, learning how to organize research papers is therefore essential.

This blog post will cover the basics of organizing research papers and the tools I use to organize my research. 

Before you start

The importance of organizing research papers.

No matter how good your paper management system is, even if you keep all your literature in places that are easy to find, you won’t be able to “create” anything unless you haven’t thought about organizing what you get from them.

The goal of the research is to publish your own work to society for the benefit of everyone in the field and, ultimately, humanity.

In your final year of your PhD, when you see all the papers you’ve stored over the years, imagine the frustration you might experience if you hadn’t gathered the information from those papers in a way that allows you to “create” something with i.

This is why organizing research papers is important when starting your research.

Research with your final product in mind

It is very important to have a clear idea of what your research’s outcome will be to collect the information you really need.

If you don’t yet have all your information, consider what “subheadings” or chunks you could write about.

Write a concept map if you need help identifying your topic chunks. As an introduction to concept mapping, it involves writing down a term or idea and then brainstorming other ideas within it.

To gather information like this, you can use a mind map.

When you find useful information.

Come up with a proper file management system.

Sort your literature with a file management system. There’s no need to come up with a very narrow filing system at this point. Try sorting your research into broader areas of your field. When you’re more familiar with your own research, you’ll be able to narrow down your filing system.

Start with these methods:

Don’t waste your time on stuff that’s interesting but not useful :  

In your own research, what’s the most important part of a particular paper? You won’t have to pay attention to other sections of that paper if you find that section first. 

What is the argument behind your research? Make notes on that information, and then throw everything else away.

Create multiple folders :

Create a file containing related topics if you’re using a computer. Bind the related articles together if you like to print out papers. In other words, keep related things together!

Color code your research papers:   

To organize notes and articles, assign different colors to each sub-topic and use highlighters, tabs, or font colors.

Organize your literature chronologically: 

Even in a short period of time, you might have missed overarching themes or arguments if you hadn’t read them previously. It’s best to organize your research papers chronologically.

If you want to do all this at once, I suggest using a reference manager like Zotero or Mendeley (more on reference managers later).

File renaming 

Make sure you rename your files on your computer according to your own renaming strategy. Taking this step will save you time and confusion as your research progresses.

My usual way of naming a pdf is to use the first author’s last name, followed by the first ten letters of the title and then the year of publication. As an example, For the paper “ Temperature-Dependent Infrared Refractive Index of Polymers from a Calibrated Attenuated Total Reflection Infrared Measurement ” by Azam et al., I renamed the file as “ Azam_Temperature-Dependent_2022.pdf “.

One thing to notice is that I don’t do this manually for all the papers I download. That wouldn’t be as productive, and I’d probably give up after some time renaming every single file. In my reference manager of choice (Zotero), I use a plugin called Zotfile to do this automatically. Zotfile automatically renames files and puts them in the folder I specify every time I add a new paper.

Organizing your research articles by the last names of the lead authors will simplify your citation and referencing process since you have to cite the names of the researchers everywhere. The articles will also be easier to find because they’ll be lined up alphabetically by any researcher’s name you can remember.

Use keywords wisely

Keywords are the most important part of sorting. It’s easy to forget to move a paper to a specific file sometimes because you’re overwhelmed. But you can tag a paper in seconds. 

When organizing research papers, don’t forget to develop a better keyword system, especially if you use a reference manager.

My reference manager, for instance, allows me to view all the keywords I have assigned in the main window, making life much easier.

Create annotations

When reading literature, it is very important to create your own annotations, as discussed in the blog post series, “ Bulletproof literature management system “.

This is the fourth post of the four-part blog series:  The Bulletproof Literature Management System . Follow the links below to read the other posts in the series:

• How to How to find Research Papers
• How to Manage Research Papers
• How to Read Research Papers
• How to Organize Research Papers (You are here)

The best thing to do is to summarize each section of the article/book you are reading that interests you. Don’t forget to include the key parts/arguments/quotes you liked.

Write your own notes

If you decide to read the whole paper, make sure you write your own summary. The reason is that 95% of the things you read will be forgotten after a certain period of time. When that happens, you may have to read the paper all over again if you do not take notes and write your own summary.

By writing your own summary, you will likely memorize the basic idea of the research paper. Additionally, you can link to other similar papers. In this way, you can benefit from the knowledge you gain from reading research papers.

After reading a paper, make sure to ask these questions:

• Why is this source helpful for your essay?  
• How does it support your thesis?  

Keep all the relevant information in one place so that you can refer to it when writing your own thesis.

Use an app like Obsidian to link your thinking if you keep all your files on a computer, making things much easier.

When you are ready to write

Write out of order .

Once you have all the necessary information, you can use your filing system, PDF renaming strategy, and keywords to draw the annotations and notes you need.

Now that you’re all set to write, don’t worry about writing the perfect paper or thesis right away.

Your introduction doesn’t have to come first.

If necessary, you can change your introduction at the end – sometimes, your essay takes a different direction. Nothing to worry about!

Write down ideas as they come to you

As you complete your research, many full-sentence paragraphs will come to your mind. Do not forget to write these down – even in your notes or annotations. Keep a notebook or your phone handy to jot down ideas as you get them. You can then find the information and revise it again to develop a better version if you’re working on the same project for a few days/weeks.

My toolbox to organize research papers

Stick with the free stuff.

Trying to be a productive grease monkey, I’ve tried many apps over the years. Here’s what I learned.

• The simplest solution is always the best solution (the Occam razor principle always wins!).
• The free solution is always the best (because they have the best communities to help you out and are more customizable).

As someone who used to believe that if something is free, you’re the product, I’ve learned that statement isn’t always true.

Ironically, open-source software tends to get better support than proprietary stuff. It’s better to have millions of enthusiasts working for free than ten paid support staff.

There are a lot of reviews out there, and EndNote usually comes out at the bottom. I used EndNote for five years – it worked fine, but other software improved faster. Now I use Zotero, which I like for its web integration. 

Obsidian, my note-taking app of choice, is also free software. Furthermore, you own your files; also, you’ve got a thriving community.

There are a lot of similarities between the software as they adopt each other’s features, and it’s just a matter of preference.

In any researcher’s toolbox, a reference manager is an essential tool.

A reference manager has two important features: the ability to get citation data into the app and the ability to use the citation data in your writing tool.

It should also work on Windows just as well as macOS or Linux, be free, and allow you to manage PDFs of papers or scanned book chapters.

Zotero , in my opinion, gives you all of this and more.

Zotero is one of the best free reference managers for collecting citation data. It includes a browser plugin that lets you save citation information on Google Scholar, journal pages, YouTube, Amazon, and many other websites, including news articles. It automatically downloads a PDF of the associated source when available for news articles, which is very convenient.

One of the things I really like about Zotero is that it has so many third-party plugins that we have almost complete control over how we use it.

With Zotero 6, you can also read and annotate PDFs, which is perfect for your needs.

My Research paper organizing workflow in Zotero :

• Get References and PDF papers into Zotero : I use Zotero’s web plugin to import PDFs directly 
• Filing and sorting : I save files from the web plugin into the file system I already have created in Zotero and assign tags as I do so.
• File renaming : When I save the file, the Zotero plugin (Zotfile) automatically renames it and stores the pdf where I specified.
• Extracting Annotations and taking notes : I use Zotero in the build pdf reader to take notes and annotate, and then I extract them and link them in Obsidian (next section).

You need to keep your notes organized and accessible once you’ve established a strong reading habit. For this purpose, I use Obsidian . I use Obsidian to manage everything related to my graduate studies, including notes, projects, and tasks. 

Using a plugin called mdnotes , Obsidian can also sync up with my reference manager of choice, Zotero. It automatically adds new papers to my Obsidian database whenever I add them to Zotero.

Obsidian may have a steep learning curve for those unfamiliar with bi-directional linking , but using similar software will make things much easier. Thus, you may be better off investing your time in devising a note-taking system that works for you.

You can also use a spreadsheet! Make a table with all the papers you read, whatever tool you choose. Include the paper’s status (e.g., whether you’ve read it) and any relevant projects. This is what mine looks like.

I keep all my notes on an associated page for each paper. In a spreadsheet, you can write your notes directly in the row or link to a Google document for each row. Zotero, for example, allows you to attach notes directly to reference files.

While it might seem like a lot of work, keeping a database of papers you’ve read helps with literature reviews, funding applications, and more. I can filter by keywords or relevant projects, so I don’t have to re-read anything.

The habit of reading papers and learning how to organize research papers has made me a better researcher. It takes me much less time to read now, and I use it to improve my experiments. I used this system a lot when putting together my PhD fellowship application and my candidacy exam. In the future, I will thank myself for having the foresight to take these steps today before starting to write my dissertation.

I am curious to know how others organize their research papers since there is no “ right ” way. Feel free to comment, and we will update the post with any interesting responses!

Images courtesy : Classified vector created by storyset – www.freepik.com

Aruna Kumarasiri

Founder at Proactive Grad, Materials Engineer, Researcher, and turned author. In 2019, he started his professional carrier as a materials engineer with the continuation of his research studies. His exposure to both academic and industrial worlds has provided many opportunities for him to give back to young professionals.

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How to Organize Research: Notes, PDF Files, & Documents

Topics covered ✅.

• How to organize research papers and PDF files
• How to organize research projects
• Organizing research notes
• Organizing research notes software
• Organizing research tools
• Research organizer template
• How to organize research material

If you are a busy college student, creator, or blogger your life can get really cluttered. But the messiness in our lives can extend much farther than just a dorm room or office. As active researchers, we can often struggle to organize research in the form of copious amounts of articles, journals, academic writings, thesis, rough drafts, etc.

It gets pretty exhausting.

But where do you even begin?

What's the best way to organize research?

We believe we have created the best recipe for organizing your research and you will never go back to your old ways.

1. Note-taking and Mind mapping – How to Hack Your Mind

First, start by organizing your notes into categories. You can do this on a sticky note or on a mind map.

Even though you may feel like a middle school kid using colorful sticky paper, sticky notes are proven to be one of the most effective ways to organize research.

You'll want to do some research before you begin writing.

Use sticky notes to organize the information you find, and write down any thoughts or ideas that come up as you read or listen.

Also, sticky notes are great if you want to jot down quick notes during a lecture or discussion with friends about the topic at hand.

You can write down important points and make connections between them on sticky notes.

An option similar to this is creating a mind map.

If you are a very visual learner, this style of research may appeal to you because you can visually see where you will be taking this research into categories and subcategories.

Plus it’s fun making them!

2. The Hard Part – Research & Writing

You should be familiar with the different types of sources that you can use when writing a research paper.

5 Examples of Sources

Here are a few examples of sources:

• Primary sources (original documents like letters or speeches)
• Secondary sources (articles, books, etc.)
• Audio files (podcasts, interviews, etc.)
• Online databases (Academic Search Complete, JSTOR, LexisNexis)
• Tertiary sources (reviews of other people's research and analysis of your topics

Bibliographies

When conducting research for your essay, be sure to use academic sources only!

Academic sources are those written by experts in their field who have been published in peer-reviewed journals or books and are therefore considered credible resources for learning more about any given topic.

Academic sources will always include citations at the end of each paragraph (or chapter) so that readers can easily identify where they can go if they'd like to learn more about the topic being discussed in each section of the text.

You can use secondary sources for information about your topic, but make sure that they are academically-reputable sources.

Primary sources are also great for finding information, but they provide only one side of the story and should be used with caution.

Overall, try to use a variety of sources as this will strengthen the argument you are defending.

We recommend putting a lot of emphasis on option five (tertiary sources) because it is something that we were not previously familiar with and we believe it should become more known as it is super helpful.

Tertiary sources are those that have been compiled by other people, such as academic journals and published books.

They can be great resources for getting more background information on a topic, but they aren't original works of scholarship—so be sure to cite them accordingly!

Quick Bibliographies

As you organize research, there’s no need to get bogged down in how you structure or create your bibliography.

For starters, here’s a simple list of tools for quick bibliographies:

• Bibliography.com

3. Putting Your Thoughts On Paper

One of the hardest parts is the beginning of the writing process. You should always keep in mind your thesis statement when you write.

It's easy to get carried away with details and forget what you're trying to say—but if you can keep your thesis statement in mind, it will help you stay focused on the main point of your work.

The writing process is a great way to get started with your research because it helps you organize your thoughts before writing them down into sentences and paragraphs.

You'll be able to take notes faster because everything is already written down for you!

Moving on, an excellent strategy that works best for me is just word vomiting onto a page to get a basis of everything you want to say, and then after that is done, organize and clean up what was written.

This is especially useful if you have collected all the data and you just don't know how to put your thoughts into actual words.

Claim My Free Research Organizer Template

This free research organizer template comes pre-built with folders, subfolders, aesthetic formatting, and much more.

4. The Finishing Touches

If there is anything you should take away from this, it’s to use a reference manager.

Reference managers help ensure that all your citations are correct and up-to-date.

When choosing one, make sure it's compatible with whatever citation style is required by your instructor or institution.

Research doesn't have to be something that you dread or bores you out of your mind.

Being organized can make this process fun and exciting.

So now it's time to put on your thinking cap and get to work.

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15 Best Free Web Tools to Organize Your Research

How to stay organized when researching and writing papers

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Organizing research is important not only for your own sanity, but because when it comes time to unfold the data and put it to use, you want the process to go as smoothly as possible. This is where research organizers come in.

There are lots of free web-based organizers that you can use for any purpose. Maybe you're collecting interviews for a news story, digging up newspaper archives for a history project, or writing a research paper over a science topic. Research organizers are also helpful for staying productive and preparing for tests.

Regardless of the topic, when you have multiple sources of information and lots to comb through later, optimizing your workflow with a dedicated organizer is essential.

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Many of these tools provide unique features, so you might decide to use multiple resources simultaneously in whatever way suits your particular needs.

Research and Study

You need a place to gather the information you're finding. To avoid a cluttered space when collecting and organizing data, you can use a tool dedicated to research.

• Pocket : Save web pages to your online account to reference them again later. It's much tidier than bookmarks, and it can all be retrieved from the web or the Pocket mobile app .
• Mendeley : Organize papers and references, and generate citations and bibliographies.
• Quizlet : Learn vocabulary with these free online flashcards .
• Wikipedia : Find information on millions of different topics.
• Quora : This is a question and answer website where you can ask the community for help with any question.
• SparkNotes : Free online study guides on a wide variety of subjects, anything from famous literary works of the past century to the present day. 
• Zotero : Collect, manage, and cite your research sources. Lets you organize data into collections and search through them by adding tags to every source. This is a computer program, but there's a browser extension that helps you send data to it.
• Google Scholar : A simple way to search for scholarly literature on any subject.
• Diigo : Collect, share, and interact with information from anywhere on the web. It's all accessible through the browser extension and saved to your online account.
• GoConqr : Create flashcards, mind maps, notes, quizzes, and more to bridge the gap between your research and studying.

Writing Tools

Writing is the other half of a research paper, so you need somewhere useful to go to jot down notes, record information you might use in the final paper, create drafts, track sources, and finalize the paper.

• Web Page Sticky Notes : For Chrome users, this tool lets you place sticky notes on any web page as you do your research. There are tons of settings you can customize, they're backed up to your Google Drive account, and they're visible not only on each page you created them on but also on a single page from the extension's settings.
• Google Docs or Word Online : These are online word processors where you can write the entire research paper, organize lists, paste URLs, store off-hand notes, and more.
• Google Keep : This note-taking app and website catalogs notes within labels that make sense for your research. Access them from the web on any computer or from your mobile device. It supports collaborations, custom colors, images, drawings, and reminders.
• Yahoo Notepad : If you use Yahoo Mail , the notes area of your account is a great place to store text-based snippets for easy recall when you need them.
• Notion : Workflows, notes, and more, in a space where you can collaborate with others.

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Starting steps for research project success

Research projects are an important part of a student’s academic career. They’re an integral part of the learning process, providing students with the opportunity to explore a particular topic in-depth, develop research skills, and make an original contribution to their field of study.

That said, they can also be a source of stress for many students, particularly if it’s their first time writing a research project. The best way to approach a project of this size is to break it down into smaller steps and ensure you’ve laid the groundwork before you even begin writing.

In this article, we’ll look at different elements of beginning a research project, including writing a proposal, starting steps, and how to use monday.com to organize all your research and tasks in one place.

What is a research project?

A research project is an organized effort to investigate a specific question or topic. It can involve either quantitative or qualitative research methods and can include surveys, interviews, or literature reviews.

The goal of a research project is to answer a question or hypothesis by exploring new ideas and testing theories.

In an academic setting, research projects are typically conducted by students, faculty members, postdoctoral fellows, or graduate students, and may involve collaborations with outside organizations.

How to write a research project proposal

Before beginning to write a research project, you need to first write a proposal. A research project proposal is a document used to outline the specific goals, methods, and resources required for a research project. It’s used to present the planned research to potential sponsors or other stakeholders in order to receive approval to proceed with the project.

There are several elements to include in a project proposal that will not only help guide your research but help show why your topic is relevant and worth pursuing.

• Title: Develop a clear and concise title for your research project proposal.
• Introduction: Give background, including the purpose and importance of the research.
• Objectives: List the specific objectives of your research project.
• Methodology: Describe the methods and techniques you will use.
• Resources: Describe the resources you will need to carry out your project.
• Timeline: Provide a timeline for completion and bring up any potential obstacles or risks.
• Expected outcomes: Identify the expected outcomes, including possible implications.
• Budget: Estimate the costs of completing the project and any necessary funding.
• References: Provide references that you’ll cite that help prove your topic is relevant.

Looking at examples of other research project proposals will be helpful to visualize what yours should look like. Here are examples of successful project proposals in the field of social policy and criminology as well as a Ph.D. project in politics .

A project proposal template from monday.com can help you build out your project proposal. This template will ensure that you aren’t missing any essential elements that can result in your research project getting rejected or needing to edit and resubmit a new proposal.

5 starting steps for writing a research project

While there are many different steps to the writing portion of a research project, the initial setup of your project will not only set you up for success but will make the writing go a lot more smoothly. Here are five steps you should take when you’re just starting your research project.

1. Find the right supervisor

A good supervisor will provide guidance on the design, methods, and structure of your research project, as well as advice on how to best analyze and interpret data. A good way to find the right supervisor is to speak with faculty members in a department, a trusted professor, or a colleague to discuss who might be the best fit. When you have a list of potential advisors, send them an email to introduce yourself and your project before asking to meet to discuss the next steps.

2. Choose your topic

After finding a supervisor, they may be able to help you narrow down your topic. The more specific your topic, the better you’ll be able to sharpen the direction of your research so that you can explore your topic in greater depth. It can also save time by allowing you to tighten the scope of your research and focus on the most relevant aspects of the topic.

3. Develop a thesis

A thesis serves as the main point or argument and provides direction and focus to a project, allowing you to collect and organize information more efficiently. A clear and concise thesis statement guides readers in understanding the project’s purpose and ensures that readers will be able to follow the main thread of your argument.

4. Create a timeline

When you begin your research, it’s important to create a timeline to set a framework for the project and ensure that it’s completed on time. It also keeps you organized on various tasks and ensures all steps are accounted for, from researching to writing and editing. Finally, a timeline can help you stay motivated and on track.

5. Write your outline

Outlines provide structure and clarity and allow you to organize your thoughts in a logical order. An outline serves as a roadmap for your research, allowing you to focus on the important points and not get sidetracked. It may also help identify gaps in your research, which can be addressed before beginning the writing process.

monday.com can help you organize your research project

Given all the different steps to take before you even begin writing, staying organized and on top of each task will ensure your project runs seamlessly. Project management tools such as monday.com can help you stay organized so that you don’t overlook an important step in your project. There are a few specific monday.com features that make it an excellent tool for anyone working on a research project.

Track your project with timelines

Create a timeline to see when different elements of your research project are due and see if you’re on time with your project proposal’s timeline.

Organize your tasks in one place

There are tons of small tasks in each research project, from planning a project, collecting and organizing data, communications, surveying, and more. With monday.com’s task management tools, you can make sure you’ve accounted for all tasks you need to complete so that you don’t miss a thing.

Use a template to make a visual plan

The student planner template allows you to visualize your project plan. Not only is this a good place to track tasks, but you can also add in information such as budgets, contact information, priorities, and even attach files for each access to your project’s information all in one place.

How do you start a research project?

When starting a research project, the first step is to create a research question or hypothesis that will be the focus of the project. Next, you’ll want to begin gathering information, finding a supervisor, forming your thesis, and outlining your project.

What are some examples of research projects?

Research projects vary widely depending on the field. For example, in biology, some research projects have focused on investigating the effects of a medication or therapy on a specific group of patients or looking at the role of genetics in disease.

How do I find a research project topic?

There are many different ways to find a topic. For starters, consider which topics interest you. From there, you can research online, speak with professors or advisors, and attend conferences and workshops to find ideas.

Make sure you have all you need to start writing

Writing a research project takes a lot of time, dedication, and focus. They can also be stressful, especially if it’s your first time writing one. Following the steps and guidelines here will make your research project more successful. Additionally, using a project management work tool like monday.com to organize your research project is one of the best ways to alleviate the stress of staying on top of your tasks and timeline so that you can better focus on the research itself.

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How to code and organize research notes for analysis like a pro

15 Minute Read

Conducting high quality, rigorous research is tough, regardless of how seasoned you are, because each research project is completely unique. In addition to actually doing the research itself, aggregating and organizing research notes can be overwhelming. 

Making sense of research data during synthesis and writing up a research report takes a lot of time. And if you don't organize your research notes and set yourself up for success early on, it will take even longer. You’ll miss out on important observations that will slow down your analysis and impact the quality of your research findings.

Taking the time to code and organize your research notes is key to avoid feeling overwhelmed by the sheer volume of data. In this article, we’ll share some practical tips to set you up for doing high quality analysis and synthesis. 

Re-Organize, Re-Group, Re-Compile: A method for making meaning out of mess.

You must be wondering - organize, group and compile make sense. But what does the 'Re' mean? This is a recursive approach to research. You cast a wide net to gather as many ideas and data points as you can when conducting your research. Don’t filter the data or try to make sense of it prematurely.  

This data-gathering stage is where you pull in qualitative data, like interview transcripts with direct quotes from a user interview analysis and/or observations from a user researcher’s notes. Only once you’ve collected all of your data do you start analysis.

It’s useful to timebox synthesis to a day or two, depending on the size of your study. Because of how fresh the data needs to be in your mind, it isn’t the type of thing you can span over weeks. Ideally, this process can be done with a teammate, but it can also be a solo activity. 

Break down information into smaller pieces of data that might become sub-topics, and then cluster that data into groups that display likeness or tension. Group and regroup that data to sharpen it and you’ll start to recognize recurring patterns or themes using a grounded theory approach. 

Don’t think about it too much, these groups aren’t set it stone, so just go with your gut. Later on, we’ll talk about how color coding and tags can augment you here.

 Once the initial cluster analysis is done, you begin to dive deeper into the data. Your research hasn't quite crossed the chasm to become anything meaningful quite yet, but you might start to sense emerging insights. During this messy middle stage of analysis, data still appears to be a bunch of disparate observations, anecdotes, and verbatims bunched into subtopics.

You may feel the need to do additional research as some points need to be elaborated further, or you want to add additional points. Continue to follow the above method again if you do bring in more data. 

Using physical or digital research notes

This process can be done with physical sticky notes or digital sticky notes . Some researchers prefer working outside of the physical limitations of a screen and to manipulate and marinade with the data in person. I’m a big fan of the physical war room, but there are a lot of upsides to working data digitally. Using tools designed specifically for this process, you won’t lose track of where data came from and will save time otherwise wasted writing and manually coding sticky notes.

Whether you opt for physical or digital notes, continue to regroup your data into sub-topics and then topics, until you feel confident with the higher level themes that are emerging.  

Applying meaning to research notes with color and tags

Coloring and tagging, otherwise known as “coding” in research, are effective ways to organize research notes and assign meaning to pieces of data. They are helpful as you start to pull apart and apply different lenses to your data during the synthesis process. 

Color as a visual cue

Color can be a powerful visual cue to see how patterns distribute across your themes. For example, using a unique color for each participant or persona type can reveal an interesting visual that becomes a nugget of an emerging insight. 

How heavily are you influencing one theme by a certain persona type or participant?

You can also assign a color to sentiment and see how positive or negative emotions are distributed across or concentrated in a particular product experience or workflow. This too can be done with either physical or digital sticky notes. 

Global versus project tags

You can think of tags in two buckets: global or project-based. Some tags will be universally applicable to any research, while others will surface during analysis and be completely unique to that dataset. 

For example, you may decide to code data across all research projects with persona type, like “Parent” or “Teacher.” Or you may get more specific and assign it to a participant as well, like “P1” or “T2.” You might also decide as a research organization to adopt tags like “Pain Point”, “Motivation”, “Goal”, or “Need.”

An example of a tag that might organically reveal itself in the data would be “Inequity”, “Age appropriateness”, or “Student interaction.” Notice that these are much more specific.

You can code data physically on sticky notes by simply writing the tag in the bottom of each note. However, there are constraints to this method, like if one note should be coded by several different tags and fits into multiple themes. In this scenario, you can duplicate the note.

If this process of coding data sounds tedious and time consuming, it certainly can be. But it’s also important. Turning over every stone and marinating in the data is important to fully immerse yourself into the synthesis process. 

Create your own AI-powered templates for better, faster research synthesis. Discover new customer insights from data instantly.

The top 10 things Notably shipped in 2023 and themes for 2024.

Using notably to code and organize research notes.

Notably is designed specifically for a research workflow, so you can speed up the tedious parts of coding and slow down to find meaningful insights.  

Notably has four sections in a research project: Info, Data, Analysis, and Insights. 

The Info tab serves as a space to document your research plan and goals. It can also be where you document the global and project tags used along with their meaning. This helps the team stay on track and on the same page, as well as orient any stakeholders or coworkers to the project. 

The Data tab is where you organize your raw research data, including written observations, video and audio recordings, photos, and more. This is where you start the process of coding data, highlighting important parts and tagging them with your global or project tags. Each highlight turns into digital sticky notes on the canvas and a row in a table in the analysis section.  

The Analysis tab is where you begin making sense of your notes. This is where you apply the method we discussed earlier of re-organizing, re-grouping, and re-compiling your notes. In this workspace you can group your data into “themes”, recolor your data by different criteria, as well as use AI to run a sentiment analysis from your notes. As you continue grouping and regrouping your data, patterns will start to emerge which will inform your research insights.

In the Insights tab, you can begin to develop thematic takeaways from your research.  What does the data mean, and why does it matter? Each insight allows you to add evidence from your data to support your conclusions. This is especially helpful once you begin to button up your research into a report, to then share with your team and stakeholders. The thematic takeaways you discover through your research allow you to know what future research needs to be done to expand on topics, which direction you may need to pivot to, and most importantly to develop a plan to better benefit your users and customers.  

With best research practices already baked into the foundation of Notably, you and your team can speed up your research process, and develop better, stronger insights to share. Find out more about Notably here: https://www.notably.ai/

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• Organizing your projects
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Organizing your projects 

Get an overview on how to organize research projects

Instructor note

10 min teaching incl. discussions

One of the first steps to make your work reproducible is to organize your projects well. Let’s go over some of the basic things which people have found to work (and not to work).

Directory structure for projects 

Project files in a single folder

Different projects should have separate folders

Use consistent and informative directory structure

Avoid spaces in directory and file names – it is uglier for humans but handy for computers.

If you need to separate public/private, you can put them in public and private Git repos

If you need to separate public/secret, use .gitignore or a separate folder that’s not in Git

Add a README file to describe the project and instructions on reproducing the results

If a software is reused in several projects it can make sense to put them in own repo

A project directory can look something like this:

Tracking source code, data, and results 

All code is version controlled and goes in the src/ or source/ directory

Include appropriate LICENSE file and information on software requirements

You can also version control data files or input files under data/

If data files are too large (or sensitive) to track, untrack them using .gitignore

Intermediate files from the analysis are kept in processed_data/

Consider using Git tags to mark specific versions of results (version submitted to a journal, dissertation version, poster version, etc.):

Check the Git-intro lesson for a reminder.

Discussion on reproducibility 

Discuss in the collaborative document:

How do you collaborate on writing academic papers?

Please write or discuss your ideas before opening solution!

Consider using version control for manuscripts as well. It may help you when keeping track of edits + if you sync it online then you don’t have to worry about losing your work.

Collaboration can be done efficiently by

real time collaboration tools like HackMD/HedgeDoc where conflicts are resolved on the fly

version control where conflicts are detected and shown – and solved manually

Some tools and templates 

Python cookiecutter template

Reproducible research template by the Turing Way

More tools and templates in Heidi Seibolds blog .

Reproducible publications 

Git can be used to collaborate on manuscripts written in, e.g., LaTeX and other text-based formats but other tools exist, some with git integration:

Overleaf or Typst : online, collaborative LaTeX editor

Authorea : collaborative platform for preprints

HackMD or HedgeDoc : online collaborative Markdown editors

Manuscripts.io : a collaborative authoring tool that support scientific content and reproducibility.

Google Docs can be a good alternative

Many tools exist to assist in making scholarly output reproducible:

rrtools : instructions, templates, and functions for writing a reproducible article or report with R.

Jupyter Notebooks : web-based computational environment for creating code and text based notebooks that can be used as, see also our Jupyter lesson later in this workshop. supplementary material for articles.

Binder : makes a repository with Jupyter notebooks available in an executable environment (discussed later in the Jupyter lesson ).

“Research compendia” : a set of good practices for reproducible data analysis in R, but much is transferable to other languages.

Do you want to practice your reproducibility skills and get inspired by working with other people’s code/data? Join a ReproHack event !

An organized project directory structure helps with reproducibility.

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How to organize your research

Since you've come here, you probably already know about the importance of properly organizing research. Getting your research organized can be a very tricky task, because of the many factors involved, ranging from project to file management, from organizing your data to optimizing your communication with group members and collaborators. The good news is that foldercase provides an integrated solution to these challenges, and you will learn here how you can get your research organized quickly and effectively.

One of the major advantages of using foldercase for organizing research is that you will find all necessary tools in one place. This will allow you, your group and your collaborators to quickly find what you need. It will also make it much easier for new colleagues to get up-to-speed quickly, and can simplify the process of handing over projects when a colleague leaves.

So let's get started.

Organize your research projects

All projects in one place: On foldercase, you will find a very intuitive interface to record all your ongoing projects. You should provide a sufficient annotation for these so that you and your colleagues always know about the content and the objectives of the projects in your working group. You'll be able to have project-specific discussions, and can record project-specific updates and achievements, such that everyone in your group knows about the current status of the project.

Organize your timelines: One of the most important elements of organizing research projects is to manage timelines and tasks. For this, you can create timelines for every project to which you can attach files and other information, such that everyone working on that project always knows about upcoming events, milestones or deliverables that need to be fulfilled.

Manage your tasks: Similarly, you can specify tasks for each project and assign responsibility for such tasks to yourself or other colleagues. This will allow you to manage more complex projects where different parts depend on each other and require a timely completion, such that the entire project can advance efficiently. You can always update the current status of a given task such that everyone is up-to-date.

Make your projects visible: It is important to note that by default all information you provide is only visible to the members of your team. It is possible to create, and be member of, multiple teams, so you can manage who will be able to see which information. In addition, you can make projects visible to colleagues outside of your team, such as from your institution, from your collaborations, or the entire world. You will notice that making your projects visible in this way will make them appear on the project overview on your landing page.

Use laboratory notebooks: Laboratory notebooks provide you with a project-specific, non-editable record of work performed as part of a given project. You and your team members will be able to store which work was performed, when it was performed, who was involved and which datasets were part of this work. This record will allow you to increase the reproducibility of your work, and can be very useful when it comes to writing publications.

Organize your research data

All data in one place: Similar to projects, there is a corresponding interface for managing datasets. Creating an overview of the datasets available to you and your research group in a harmonized manner has many advantages. Foremost, it creates transparency, as all members of your team will know which datasets exist, what information they contain, and where they can be found. This will make it far less likely for data to get 'lost', can create new synergies and contributes to good scientific practice.

Annotate your data: You should provide extensive annotation to your datasets, such that you and your colleagues will have all necessary information to re-use such data even years later. It is recommendable to use a structured system for such annotations (see Scientific Data for an example). Pay particular attention to potential issues that you encountered when analyzing the respective datasets, such as measurement problems, batch effects, etc. Having a record of such issues will save anyone re-using the data a lot of time and may prevent your colleagues from deriving incorrect conclusions from their analysis.

Record data processing: Foldercase allows you to create 'derived data' from a given dataset. This can be very useful when the data is processed, and increases the re-usability of the resulting data. Make sure to save processing scripts or describe them in sufficient detail such that anyone using the data will be able to do so in a manner suitable for scientific publications. Note that for different projects, the same dataset can be processed in different ways, and foldercase will be able to record the resulting information.

Make your data searchable: The two most important properties of a given dataset are the names of the variables for which you have data, and the identifiers of the observations for which the data was recorded. By entering variable (also 'feature') names, you will be able to search your data for the availability of the corresponding information. By providing (anonymized) observation identifiers, datasets can be matched if they contain overlapping information for the same observations. This makes it easy to answer questions, such as "for which individuals do I have clinical, genetic and neuroimaging data", even if these data types are stored in different datasets.

Organize your collaborations

All collaborations in one place: Again, foldercase provides an interface analogous to that of projects and data for the management of collaborations. You are able to invite colleagues from within and outside of your institution to participate in your collaborations, and can manage authority levels of each user that define whether collaborators can just see of also modify (e.g. delete) information. Similar to projects, you can also have collaboration-specific discussions, share updates and achievements, and store collaboration-specific files.

Import projects and datasets: If you have a locally running project that relates to work performed in a given collaboration, you can share the entire project with the collaboration. Think about a "work package" in a collaborative network. Just register your work package as a "project" and import it into a given collaboration. Then you can work on the project locally with your colleagues, and your collaborators will see important information about progress, updates, files and other resources. Similarly, you can import your local datasets into a collaboration and your collaborators will be able to see details about the data, including feature names, etc.

Organize processing and data analytics: On foldercase, everything is in place for collaborative research. You can upload data standards and processing pipelines, communicate with your collaborators on how to use them, and see the process your collaborators are making in real time. Also you can create analysis proposals that can be used for the governance in a given collaboration, and use our 'analytic readiness' tool to inquire about analysis procedures that can be performed on a given dataset.

Go federated: The collaborative agreement on standards and processing pipelines will allow you to more easily bring data together into a single storage solution. However, this is often not possible for other (e.g. logistic) reasons. Then you still have the possibility to analyze your data in a federated fashion where data remains at their source location, and only anonymous algorithm parameters are exchanged across a communication network. See our post on federated analysis for an introduction. Note that because datasets are recorded on foldercase using anonymized observation identifiers and feature names, only, the collaborative process regarding data generation, processing and use, can be coordinated without releasing any sensitive information.

Link your collaborations: Very large collaborative projects have structure that goes beyond work packages. In such cases, you can create a collaboration for the central coordination 'hub' and multiple additional collaboration 'satellites' for associated, collaborative work. Foldercase will display these dependent collaborative structures and provide you with access rights, such that e.g. satellite collaboration members will be able to see information provided by the central collaboration hub. Of course, satellites can again have satellite collaborations, allowing you to record complex, large-scale collaborative networks.

Organize your research group

In addition to the harmonized management of projects, data and collaborations, foldercase also provides a team calendar that you can use to record events relevant to you and your colleagues, as well as a chat board for team-related conversations that you can find on your landing page. There, you can also add links to other websites, such as your group's homepage, wikis, or other sites that help you and your group with organizing your research. You will also find a section where you can enter conferences that are relevant to your team, and record who will be attending. This can be especially useful for group members who recently joined, to get an overview of conferences important to your research field.

This post hopefully provided you with a useful overview of how you can organize your projects, data and collaborations on foldercase. We hope you'll enjoy using the platform and would be excited to get your feedback and recommendations on any additional, useful features.

Research Funding Principles and Priorities

Research funding principles.

• We prioritize research that advances the Society’s strategic plan, with a focus on stopping the disease in its tracks, restoring what has been lost, and ending MS forever through a cure for all forms of MS.
• We maintain a diverse research portfolio that includes short- and long-term investments, balances risks and rewards, and funds research globally.
• We balance investments in research initiated by individual investigators with investments in Society-directed research, all focused on bridging knowledge gaps, seizing opportunities and addressing research priorities.
• We promote synergies between researchers in diverse disciplines, and develop strategic partnerships to accelerate progress.
• We invest in all types of research including: laboratory models, human studies, population-based approaches, and data-intensive investigations that leverage both researcher and patient reported outcomes.
• We support the full spectrum of basic, translational, and clinical research. We also strive to break down barriers to commercial development to ensure that new treatments and wellness approaches are available as quickly as possible.
• We use independent experts to ensure that each research proposal receives a fair, competent and objective assessment of its scientific merit, relevance to MS, relevance to the MS community, and alignment with the Society’s research priorities.
• We attract and support new investigators to foster a robust future workforce focused on finding solutions for MS.
• We expect Society-funded researchers to adhere to rigorous experimental methods and reporting practices.
• We believe that sharing data and resources enhances research and speeds scientific discovery. Data and resources developed through Society-sponsored research will be made available to other researchers after publication in an expeditious manner.

Research Priorities: Pathways to Multiple Sclerosis Cures

• Biomarkers/Screening tools that identify MS in its earliest stages with enough confidence to initiate interventions
• Biological processes driving early MS compared to later stages of disease
• Understanding the heterogeneity of pre-symptom phases of MS in diverse populations
• Biomarkers of prognosis and therapeutic response in individuals
• Pathways driving non-lesional pathology/neurodegeneration involved in progressive stages of disease
• New molecular targets and therapeutic approaches for neuroprotection
• Interventions that target the earliest disease-causing pathways
• Understanding the roles of aging, sex, ethnicity, race, and genetics in MS pathology and response to therapies
• Physiological mechanisms, molecular targets and therapeutic approaches to promote myelin and neural repair
• Clear understanding of the functional heterogeneity of cells involved in repair
• Better physiologic, fluid biomarkers, imaging, and functional measures for earlier readouts of remyelination, reversal of tissue damage, and functional recovery
• Understanding of the roles of aging, sex, ethnicity, race, and genetics in tissue restoration
• Better animal models to study repair
• Understanding how rehabilitation and exercise impact the central nervous system and the extent that they can facilitate CNS repair processes
• Sensitive, valid, and clinically meaningful measures of disability and tools that establish measurable relationships between physiologic findings and meaningful recovery of function
• Sufficiently powered intervention studies that incorporate endpoints focused on type and dose parameters, targeting (including, but not limited to) cognitive or motor rehabilitation, resilience, diet, exercise, electrical stimulation, pain, fatigue, depression, anxiety, and bladder impairment
• Outcome measures, biologic, behavioral or technology driven that can be used to individually tailor interventions
• Innovative approaches that translate research findings to clinical practice and daily disease management
• Identify all relevant risk factors for MS, windows of risk, and determine whether any risk factor is necessary and sufficient to cause disease
• Understanding the contributions of genetic/epigenetic factors and environmental interactions to MS risk
• Understanding the roles of sex, ethnicity, and race with MS risk
• Understanding the early pathological pathways/events that lead to the initiation of MS
• Screening tools that identify MS in its earliest stages with enough confidence to trigger intervention
• Discovery of biomarkers that detect early MS before symptoms appear
• Interventions that target the earliest disease-causing pathways and the ability to determine which treatment will work for which person

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Your Career Doesn’t Need to Have a Purpose

• Stephen Friedman

Focus on making your work meaningful instead.

Outside of popular anecdotes and social media stories, there is little evidence that a single, defined “purpose” is necessary for a rewarding career. In fact, it can be quite the opposite. It’s surprisingly common to go after what we think is our purpose only to discover that we hate it. Instead, shift your focus from “purpose” to “meaning.” Ask yourself:

• What do I like, prefer, or enjoy doing? Let go of yearning for a career purpose. Dial it back and consider what you liked about any of your previous jobs, school projects or other ways you spend your time. Perhaps you liked helping your peers organize their work or enjoyed researching sources for group projects. Or maybe you liked working on a team than alone. Use that as a starting point. 
• What am I good at? Early on in your career, you will have many bourgeoning skills. These are skills that you are good at now and can get even better at with more practice. Think about stuff you are progressively getting better at. Getting to use and improve skills that you’re already good will energize you, and provide you with a feeling of recognition and usefulness.
• Would this role provide growth and learning that I can use later? Research shows that what scholars call “ability development” (i.e. getting better at what you do) brings with it greater happiness, satisfaction, and meaning.

As an organizational studies professor at the Schulich School of Business in Toronto, Canada, I get the opportunity to help my students with various aspects of their career development. In the process, I’ve noticed two common threads. First, most of my students are not only eager to enter the world of work, but also to be excellent at what they do. Second, they want their post-graduation job to be loaded with purpose .

• Stephen Friedman is an Adjunct Professor of Organizational Studies and a Senior Faculty of Executive Education, at The Schulich School of Business, York University in Toronto. He teaches and writes about leadership development, organizational behavior, complexity science, career development, human resource management, workplace inclusion, and mental health.

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