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Organizing Papers and References without Losing your Mind

In January, Ulrike Träger wrote a great PLOS ECR post describing how to stay on top of reading during graduate school. If you haven’t read it yet, go take a look, as it’s relevant for people at all career stages. As a follow up, here are a few tips on how to keep track of the papers you want to read without losing your mind.

Choose a reference manager. Sure, you can get by creating a poster or two without a reference manager, but it’s incredibly risky to cite references by hand for manuscripts and grant proposals. Choosing and using a reference manager is also a great way to track papers as you collect them, particularly because reference managers often have powerful search functions. There are many to choose from. Some are free, like Zotero and some versions of Mendeley . Others, like Papers and EndNote , are not, though some paid programs may be free through your institution. Spend some time researching which manager fits your needs, but don’t get bogged down, you can always switch later. Personally, I have transferred references from RefWorks to Zotero to Mendeley to EndNote over the past several years without much trouble.

Choose a place to keep unread papers. Whether it’s a physical folder on your desk or a virtual folder on your desktop, it’s important to have a designated place for unread papers. This folder is more than just a storage space, it should also be a reminder for you to review unread papers. It’s tempting to download papers and forget about them, falling prey to PDF alibi syndrome , wherein you fool yourself into thinking that by downloading a paper you’ve somehow read it. So, set aside some time every few weeks (on your calendar if you need to) to review papers. You won’t necessarily read each paper in detail, but you should complete a quick skim and take a few notes. Try to resist the urge to leave notes like “finish reading later.” However, if needed, consider using notes like “need to read again before citing” for papers that were skimmed particularly quickly.

Choose how to keep track of your notes. It’s a great idea to create a summary of each paper as you read it, but where do you keep this information? Some people write separate documents for each paper (e.g., using the Rhetorical Précis Format ), others write nothing at all, but tag papers (virtually or physically) with key words. The exact components of your system matter less than having a system. Right now, I keep a running document with a few sentences about each paper I read. I also note whether I read it on paper or as a PDF so that I can find notes taken on the paper itself later. If I’m doing a deep read on a specific topic, I might also start another document that has in-depth summaries. I usually keep notes in Word documents, but it’s also possible to store these notes in many reference managers.

Choose how to file read papers. Again, having a system probably matters more than which system you choose. Given the interdisciplinary nature of science, it can be complex to file by topic. Therefore, I find it easiest to file papers by last name of the first author and the publication year. It’s also useful to include a few words in the file name that summarize its content. This will help you differentiate between articles written by authors with similar last names. So, for example, using this method, you might label this blog post as Breland_2017_tracking refs. I keep articles I’ve read in a folder labeled “Articles” that includes a folder for each letter of the alphabet. Therefore, I’d file this blog post in the “B” folder for Breland.

TL;DR. The goal of creating a system to organize papers and references is to be able to easily access them later. If you follow the steps above, it’s relatively easy to keep track of and use what you’ve read – if you want to find a paper, you can search for a key word in your reference manager and/or in your running document of article summaries and then find a copy of the paper in the appropriate alphabetized folder. That said, there is no right way to organize references and I’m curious about how others manage their files. Chime in through the comments and we’ll update the post with any interesting answers!

Pat Thomson (2015) PDF alibi syndrome , Patter blog. Accessed 2/27/17.

Ulrike Träger (2017) Ten tips to stay on top of your reading during grad school , PLoS ECR Community Blog.

Sample Rhetorical Précis: http://oregonstate.edu/instruct/phl201/modules/rhetorical-precis/sample/peirce_sample_precis_click.html

Featured image available through CC0 license.

[…] Organizing Papers And References Without Losing Your Mind – Jessica Breland […]

You have a great organizing skills! I appreciate your tips!

Fantastic tips! Thank you for sharing.

Great tips! It helps me a lot while I’m doing my final diploma project. Thank you.

This is great, very helpful. Nicely written and clearly organized [like your ref lib 😉 ] C

im at the start of my phd and already feeling that i have a lot of literature. i am taking your notes onboard and going to spend some time to organise my files asap. thanks

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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.

Patrick Tomasso / Unsplash

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

• August 1, 2022
• PRODUCTIVITY

Often, researchers find themselves overwhelmed by the vast number of papers they have to read and keep track of.

One of the biggest reasons for this is that we are not using existing tools and services to make our lives easier by managing research papers. In addition, it’s hard to find a versatile product that meets all our needs under one interface, but that is a topic for another post.

Our search for the best research paper management system might not be as straightforward as we think.

Manage research papers is an art that can be developed over time, starting with some handy resources.

Here are some tools I use to keep track of my favorite research papers and also keep up to date with the latest studies.

The main focus of this blog post will be on consumption (rather than writing), and I will cover:

Managing the input

Managing the process, managing the output.

Choose a place to keep unread papers.

Some people like printing papers and some don’t, and that’s okay! I used to print relevant papers for my research that I found interesting.

In the long run, printing all the papers might be overwhelming.

A designated place for unread papers is important, whether a physical folder on your desk or a virtual folder on your desktop.

The folder should serve more than just as a storage area; it should also be a reminder to read your unread papers. You may be tempted to download papers and forget about them, falling victim to PDF alibi syndrome , whereby you fool yourself into thinking you’ve read them.

So, schedule time to review papers every few weeks (on your calendar if necessary). A quick skim and a few notes are all you need to do. You won’t necessarily read each paper in detail.

Avoid the temptation to leave notes like “finish reading later.” However, if necessary, consider using notes like “need to read again before citing” for papers that were skimmed too quickly.

TIP: In case you don’t want to download the papers or have a file system like the one described above, try using an internet plugin such as “ MyMind “. You can sort your files, color code them and use tags.

Choose a reference manager.

An automated system will save a great deal of time in manuscript preparation if you are still manually formatting your references.

I downloaded all the research papers that interested me in the past, but now I realize that’s a bad idea. In addition to not reading even 10 percent of those papers, they also took up a lot of space and were messy without adding anything to my knowledge. I could have sorted the papers properly with a system after downloading them.

A little research led me to a solution.

While taking an online course, I heard about the reference manager, Zotero . I have been using Mendeley, but Zotero has some interesting features that I enjoy. One of these reasons is linking notes with Obsidian (which is my primary note-taking app).

As a result, I started using Zotero , and managing research papers has never been easier.

It is possible to create a poster or two without a reference manager, but citing references by hand for manuscripts and grants is extremely risky.

You can also track papers as you collect them by using a reference manager, especially since most reference managers offer powerful search functions. There are many options to choose from.

In addition to Zotero , Mendeley could be a good alternative. These two reference managers are both free. Several paid software may be free through your institution, including Papers and EndNote .

Take your time to choose the research paper manager that suits your needs, but don’t get overwhelmed. If you decide to switch later, you can always do so. Over the past several years, I have successfully transferred references from RefWorks to Mendeley to Zotero.

A reference-management tool such as Zotero, Mendeley, or Endnote helps you create lists of references, store them, and organize them in a database of folders, keywords, and tags. A browser plugin is available for saving a paper with a single click, and a word processor plugin is available for creating bibliographies and adding in-text citations.

Whenever I find a paper I’m interested in reading; I add it immediately to my reference manager. Once it’s safely stored, I can close the browser tab, knowing it’s easily accessible in the future.

TIP: It might be better to add papers to your reference manager through their web plugin rather than manually (by downloading a .pdf file) since manually adding them might not update all the necessary metadata.

Choose how to keep track of your notes.

Writing a summary of each paper as you read it is a great idea, but where do you store it?

Keeping track of your thoughts on papers you read is one of the most important aspects of managing research papers.

It is common for people to write separate documents for each paper, while others don’t write anything at all but simply tag papers (either virtually or physically) with keywords.

In the past, I kept a running a document with a few sentences about each paper I read.

However, this workflow can sometimes be overwhelming.

I’ve realized I was spending more time managing research papers than reading them. For me, it was not a very constructive methodology.

I wanted to use the most straightforward research paper managing system to store my output, so I took notes directly in my reference manager (Zotero has an in-built PDF reader for taking notes).

The annotations I take are extracted into a new file and kept in the same location as the paper.

Later, I extracted these notes to my primary note-taking app, Obsidian , and made some additional notes there.

Choose how to file papers.

The importance of having a system probably outweighs the importance of choosing a system.

But, no matter the system you have, it would be better to file the papers properly.

It can be difficult to file by topic due to the interdisciplinary nature of science.

The best thing to do would be to develop a file name system (per each .pdf file). However, if you had to do it manually, you might only do it for the first few papers. Therefore, you may need to automate the file renaming process.

I use the Zotero plugin “ Zotfile .” to do this task.

By using research paper information, you can name a file. Using the first author’s name, the year the article was published, and the first three words of the article title, you might name the file “ azamSelectiveProbingThinFilm2019 “(first author first name: Azam, first three words of the title: Selective Probing ThinFilm, year of publication: 2019).

Alternatively, you can use Zotero’s “ Citekey ” feature to generate a filename.

Final words

It is important to create a system to manage research papers so that they can be easily accessed in the future. You can easily keep track of what you’ve read if you follow the steps above.

However, there is no “one” right way to manage research papers, and I’m curious about how others do it. Feel free to comment, and we will update the post with any interesting responses!

This is the second 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 (You are here)
• How to Read Research Papers
• How to Organize Research Papers

Images courtesy : Phase vector created by new7ducks – www.freepik.com , Creative process 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 Search and Organize Research Articles

• by Tiffany Yue Zhang
• November 01, 2021

Quick Summary

• Organizing research articles using a reference manager and other strategies will make life as a graduate student much easier.

As PhD students, reading is part of our life. There are so many new papers coming out every day, so many research blogs to follow, so many books to read. But, how would you find them and organize them? Certainly, I’ve seen people downloading everything to their desktop and piling up 100 pdfs with no labeling or grouping. To be honest, that was me at one point. When you start to write a report or research paper, it can become a nightmare to organize the reference list. If you are first year graduate student doing research, or if you are just looking for a method to organize your scientific literature, this blog can hopefully help.

Finding Articles

The best resources for starting to build your reading list are your advisor and lab mates.  This is definitely the fastest way to gain background on your research area. Simply ask around the lab about key articles in the research field. The downside of this method is that the pool of articles is limited by what’s already known by your advisor or lab mates. Starting by reading a review paper in your field, then finding and reading the most relevant references listed for the review, is also a good method.

Searching by key words is another common way to find scientific literature. I use Google Scholar, Web of Science, and Scopus, mostly.  Searches can be done by entering the key words, subject area, document type (e. g. review, articles), and sort by relevance. Start to read from the most cited papers in your field. If you are interested in a specific researcher’s publications, you can follow them on Google Scholar and you’ll get notified when they publish new articles. Lens.org is another good resource for searching, analyzing and managing patent and scholarly data.

Subscribing to RSS feeds is another good way to keep up with recent research. There are a variety of apps that can send notifications when new research papers of interest are coming out, such as Researcher, Feedly and Academia. Pick your favorite topics or journals to follow and get your daily feeds about research topics. You can even track when a paper is cited. These tools are good for scientific literature, but you can also use them for your hobbies, your favorite magazines, etc.

Following blogs can be helpful, as well. As a chemistry student, I follow some of the ACS (American Chemical Society), RSC (The Royal Society of Chemistry) blogs, as well as blogs written by researchers and professors. If you are looking for something interesting to read, follow Retraction Watch. There, you’ll find the research articles that are retracted for fraud, ethical violations, and many other reasons.  Some stories can be quite interesting.

Listening to podcasts can be a good way to broaden your knowledge. Usually, the content in podcasts is less technical and you can learn some basics for topics that you are not familiar with.

Organizing Research Papers

Different people find different ways to organize research articles. Some prefer to print everything out and put them in binders, some prefer to read the digital versions and sort them in folders. Personally, I like to read on a computer screen and sort research papers by project. I usually keep important references in a reference manager. For papers that I want to go over multiple times, I usually print them out and read them carefully. It’s easier to take notes with a printed version and, for some reason, it seems like I can memorize the content longer when I read the printed paper. The main drawback in using hard copies is that it can be difficult to find a specific paper when you have a large pile. With digital versions, it’s much easier to locate specific research articles by keywords.

There are many digital reference managers. This type of software tool can allow you to keep research articles in different folders for each research project. Within the reference manager, you can also take notes, sort by author, year, or topic. Most reference managers also help with searching for research articles. When you write a report or publication, reference managers allow for import of references from these databases directly into Microsoft Word, which is very convenient.  Here are three of the most commonly used reference managers: EndNote, Mendeley  (Figure 1)  and Zotero. All of them can sync between devices and be shared between different people. EndNote is not free, but it is very powerful. It supports many unusual or complex citation formats. Some versions of Mendeley are free. It’s good at dealing with pdfs files and can extract citations from pdfs, as well as searching from pdfs. Zotero is also free and allows for saving snapshots of web pages and annotating them in your library, which is good for web-based publications.

When I read a paper, I usually ask myself the following questions: 1) what’s the purpose of reading this article?; 2) how is the article important or relevant to my work?; and, 3) what’s the take home message?. If the paper is important, I then write down the conclusions and methods. Taking notes makes reading more efficient ( Figure 2).  Notion is a good application to keep track of reading notes and allows for creation of lists of papers for different topics. You can also assign properties to each paper and tag papers with keywords. Notion also supports markdown which makes your notes clean and easy to read. When I read a research article, I usually start with the title and abstract and try to figure out the big picture conclusions or contributions to the research field.  Then, I skim through the figures and the figure captions to get an idea of the key points. If a figure is important, I keep it in my notes. I usually skip the introduction at first if I’m familiar with the author or the research field, instead jumping directly into the results and conclusion sections. From there, I’ll decide if I want to read the paper in detail or not. Different people have different ways of reading papers; find the one that works for you.

I hope you find these methods helpful for finding and organizing research articles and happy reading!

Marcus, Adam, and Ivan Oransky. Retraction Watch , Oct 24 2021, https://retractionwatch.com/. 

“Which Reference Manager? Comparision of Endnote, Medeley and Zotero.” Library Guides , Mar 2 2021, https://aut.ac.nz.libguides.com/managingreferences.

“How to (Seriously) Read a Scientific Paper.” Science , Mar 21 2016, https://www.science.org/content/article/how-seriously-read-scientific-paper.

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Work hack: How to organize your research literature – and make it sharable

A must-have strategy for fieldwork.

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17 July 2020

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The amount of literature researchers are expected to stay abreast of can be overwhelming so it’s vital to have a system that allows documents and images to be stored, recalled, and easily shared.

This is particularly true for researchers who conduct fieldwork and need to access information on the fly.

For PhD candidate, Yi-Kai Tea, a taxonomist and systematist at the University of Sydney in Australia, setting up a cloud-based system early on in his career was one of the most important things he did.

“The more you read, the more familiar you are with the field and the groups you’re working with,” says Tea. “I keep my literature very well sorted because it’s so important.”

Tea specializes in describing and naming new species of coral reef fishes. He’s particularly interested in fairy wrasses, and was responsible for naming a new species last year , Cirrhilabrus wakanda , inspired by the Marvel film Black Panther .

“It’s hard to do this kind of work by yourself because of the sheer number of species out there. I work collaboratively with a lot of fish enthusiasts, scientists, and collectors who go out in the field and send information to me,” says Tea.

How do your Google Drive and Dropbox systems work?

I have an account where I put in everything that’s related to fairy wrasses: every single species description that’s been written about them since the 1800s, every single colour photo, distribution map, vectors, diagrams - everything you can think of that might be relevant to this group. I maintain a well-curated folder that can be accessed online.

I’ve also have decked it out so I can access the most important files offline.

I share it with any collaborators that I’m working with now or might be working with in the future, so they can access it in the field. It helps with my research as well, to have all these papers at my disposal. It’s my own personal library.

How did you set it up?

I’ve been filling it in over a number of years. Some of the literature is hard to find – a lot of the original descriptions are in manuscript form, and some of them haven’t been published, so to get these, you need to go to the museums and libraries and photocopy them, scan them, make pdfs, and upload them.

It took a while to track down all the literature and species descriptions, but once you have it, you have it forever and can keep curating it. I save every PDF that I download. I keep it in a folder, name it, and order it by author and by date. I follow this system quite religiously.

What web resources do you use to source your literature?

Some of the old manuscripts I need to access are archived in online repositories such as the Biodiversity Heritage Library , so having this link saved in my tabs is a really useful tool.

Other important web resources I use a lot are Eshmeyer's Catalogue of Fishes hosted by the California Academy of Sciences, and iNaturalist , a catalogue that keeps a pretty up-to-date record of all species, complete with references.

iNaturalist is a fantastic resource to search for in-situ photos of whatever taxon you might be interested in. I often seek out photographers from iNaturalist who are willing to contribute photos I may need for my research. Many of them are very willing, or may already have photos up that are free for use.

How do you organize your own data in the field?

I have ready-made excel spreadsheets with standardized columns containing anatomical features that I need to measure. I then modify it slightly to accommodate whatever taxon I happen to be working on.

I do same for manuscripts – I have a basic skeleton written for diagnoses and descriptions, with placeholder symbols where values would eventually go.

A lot of taxonomic papers follow a consistent and ‘tried and tested’ formula, so this works very well, especially for fairy wrasses, where most of the methodology and description follow previous papers that I've published.

How to Organize Research in 2023 [Notes, PDFs, Docs, Tabs]

Let's dive in and get right to the point. Here's what you stand to gain by reading.

My personal journey with research: quick background

When I am forced to describe myself for whatever reason, one of the things I default to saying is "I'm an information junky" or "I'm a serial creator."

Throughout my life, I've been tinkering and searching for the perfect system to organize the research that I inevitably find myself doing on an ongoing basis.

I've come to the realization hoarding information and creating content is just in my nature.

I'm always researching for fun, thinking about new ideas, jotting down notes, and connecting the dots between existing and future content in my brain.

There are a couple of things that I've tweaked to get my current setup down and now my process has made me hyper-efficient.

When I went on a journey to refine my process of organizing research, there were a few things I was looking for: simplicity, robustness, and versatility.

My goal was to reduce the amount of time spent on administrative tasks like managing files and documents, and minutia like clicking between files.

In a nutshell, I wanted to maximize my capacity for doing deep work and stay in creative flow as long as possible.

So, without further ado, let's dive into the article!

Organizing research: I was a cluttered mess

In the past, I would do research and have things minimized at the bottom of my screen or have multiple documents open.

So this is solving a problem that I had for a long time, which was, I would always take notes on multiple resources, and then I would copy and paste the link of the resource if available.

Specifically, if I was working with a PDF or a word doc, I would have no way of being able to tie that original source to the note that I was making.

My environment would inevitably become cluttered.

I usually ended up positioning all my materials in a split-screen view anyways, except I would have to "hide" individual tabs and windows behind each other and stack them in order to click them when I needed them.

Kahana: a life-saving app to organize research

One of the unique aspects and benefits of using Kahana for note-taking is that you can have all of your documents, and files linked in one hub AKA one window so you don't have multiple tabs open.

Over everything else, it's simple.

This allows me to have all of my PDFs, word documents, and tabs that I've saved in one singular place.

Now, I don't feel like information is slipping through the cracks.

It's not rocket science or life-changing - but when I'm dealing with hundreds ( and thousands ) of files across my research projects, it becomes a time suck to have to toggle back and forth between Word documents, PDFs, tabs, and notes.

Kahana makes it easy to analyze everything in one place.

Kahana - farewell floating doc chaos

When it comes to organizing research notes, PDFs, docs, and tabs, Kahana is a software that simply gets the job done.

For reference, here is a list of benefits of Kahana as a software platform for organizing research:

• Dynamic interface
• Split-screen view (side-by-side)
• Bulk upload content and files
• Supports large PDFs up to 100 MB
• Supports Word documents
• Supports images (PNG, JPG)
• Embed YouTube videos
• Clip articles & web pages (Chrome browser extension)
• Smart Linking (internal linking of files and notes)
• Folders & Subfolders
• Works across all devices (web-based)
• Unlimited collaboration
• Works with Notion
• Works with Grammarly
• Flow Streak 🔥
• Add metadata/tags for organizing content
• It's 100% free - not a free trial, just free (here's the pricing page for reference)

When it comes to organizing research, Kahana is simple yet powerful by design. While some platforms pack a lot of features and have a steep learning curve, Kahana is easy to use and integrates well with many processes.

Quick video of Kahana for organizing research notes

How to Organize Research for Beginners

To get started, you can just drag and drop files and docs to a hub or click the upload button.

When you want to settle in for deep work, you can use the Zen Mode feature, which allows you to blow up your screen, and then you can also get rid of menus and just minimize them without having to click all of them one by one.

All this gives you an ideal situation for analyzing your content while you read: just a great environment for actually focusing on the material.

And then meanwhile, whenever you happen to see information that you want to capture, you can just make a quick note in the same application or plop in the material.

One of my best practices is to attach a Smart Link ( see blue link in the screenshot above ), which is a feature unique to Kahana, which allows me to actually "tie" or "associate" the original source of the note back to the note itself.

If you're just combing through you don't have to go and like open up some minimized folder or a minimized file anymore to check your references: you can just do it, do it with a Smart Link.

Claim My Free Research Organizing Templates

No need to start from scratch! To help you get started organizing research, we've created multiple free templates that are ready out-of-the-box and formatted with folders and subfolders.

Getting into the right mindset to read scientific papers quickly:

Before you start anything, you need to isolate your singular goal for reading papers in the first place. Otherwise, you’ll be passively reading every paper that comes up rather than hunting for specific details. Don’t be a forager, consuming anything edible that crosses your path. Be a hunter: have a specific target that keeps you selective, efficient, and guides every step you take.

Most of these tips are designed to help you focus on extracting value efficiently so you won’t give up after two papers! So, what is your goal here? Is it:

• Getting a solid foundation in your field?
• Collecting the newest research for a cutting-edge literature review?
• Finding ideas and inspiration to further your own research?  

I’ll be honest here: The first dozen papers of a new subject will be a grind. But it gets easier, I promise! When you find yourself blasting through the “template” introduction and recognizing citations you’ve already read, you know you’re close to being an expert. At this point, if you’re struggling to understand a new paper in the field, it’s likely the authors’ fault, not yours. 

Keep in mind that academics aren’t exactly known for concise writing. Practice skimming paragraphs for high-value verbs, numerical values and claims. Skip over wordy low-value prose like “We thus appear to have potentially demonstrated a novel and eco-friendly synthesis method for…” It’s easy to fall back to a casual fiction-reading mentality. Try to stay in a high-energy search mode and you’ll be effectively done in half the time.

Later on I’ll reference our journal article notes template , which I used to synthesize notes for my literature review. Go ahead now and open it in Google Drive where you can download and edit it for free. We just ask that you drop your email so that we can stay in touch on new helpful resources and awesome new tools for scientists.

How do you read scientific papers effectively?

Below are my tips for how to read scientific papers most effectively. I used this methodology to write a critical literature review in a brand new field in about 4 months, citing over 150 papers. My first-author paper now has nearly 1000 citations in only six years since publication, making it my advisor’s most highly-cited paper in his 30-year career! You can do this. Just keep reading: 

1. Briefly read the Abstract

The abstract is your most condensed look at the paper. Read it quickly and highlight any claims or phrases that you want more details on. I like to copy the entire abstract text or screenshot into the journal article notes template for later reference. It also helps to copy the keyword text into the template or your citation manager tags so you can search for them later. Things to read for:

• Is the research applicable to what you need right now?
• Are the findings significant enough to help you with your goal?
• What is the most interesting aspect of this paper?

2. Carefully read the Conclusion

Reading the conclusion gives you an instant look at the quality of the paper. Do the authors seem to make claims bigger than appropriate for the scope of the paper? Do they use hyperbole to inflate the importance of the work? Are the results not clearly stated? These could be red flags identifying a poor quality paper. 

Highlight and copy a few of the most important phrases or sentences out of the conclusion into the journal article template in the first bulleted section or into the notes section of your reference manager. Look for:

• What the authors think they accomplished in this work.
• The reasoning behind their results. Any useful insights?
• Ideas for future experiments.  

3. Identify the most important figures and dig through the Results & Discussion for more detail

If you’re still interested after the first two steps, start digging into the results and discussion for more details. Before making the deep dive, write down the specific questions you need to answer in your notes section. Search the paper for those answers, writing down new questions as they come to mind. 

One favorite strategy here is to look at each figure, read the caption and then dig through the text for supporting information (use Ctrl+F for “Fig. 3”, for example). The figures should tell the story as well as (and more quickly than) the text. 

Copy and paste specific claims you may want to quote or paraphrase later. Isolate what the authors think they did from your own commentary and summarize it in your own words.

4. Search the Methods section to answer questions if necessary

The Methods section is usually the most tedious and tiring to read. That’s why we don’t do it first. Only go through it when necessary or you’ll never get to the 100 other papers you just downloaded.

Go back through the Methods when:

• This paper showed a different result than another similar paper, and the methods may have caused the difference. 
• You’re sure you want to include the paper and you want to be critical of the way they conducted their experiments. 
• You may want to replicate their experiment in your own work.

Make sure to note anything unique, odd, or unexpected in their methods. Maybe it will lead to a breakthrough in your own work or help explain a surprise result!

5. Summarize your thoughts and critiques

Re-read your notes so far to check for any missed questions. Go back and extract sentences or paragraphs of the paper that you want to challenge so you can quickly find them verbatim. Write your own thoughts and questions around those topics so you can copy them into your literature review later. Ideas for notes:

• What would you have done differently in the experiment or data analysis?
• Is there an obvious gap or follow-up experiment?
• Does this paper uniquely contribute to the field’s body of knowledge? What is its contribution?

6. Copy important figures into your notes

This is the most important step but many don’t do this. Figures are the anchors of every good journal article and the authors who spend the most time making excellent figures also will get cited the most often in review papers. This leads to even more citations from experimental articles. My secret for getting the most citations of my review paper was to spend more time than typical finding or creating the best possible figures for explaining the content. You can do this too, it just takes time!

The best reference manager Zotero doesn’t have an “add image” button in the “Notes” section but you can actually screenshot the image with the Snipping Tool then Ctrl+v paste it into the notes section! Now when you come back to the paper you’ll get an instant look at the most significant figures. If you know you want to use one of these figures in your review, add a tag to the paper like “Figure Rev. Paper 1”.

7. Pick important references (especially review papers) out of the Introduction and Discussion

Now that you have a good understanding of the paper, it’s time to start tidying things up and thinking of where to go next. Skim the introduction for helpful references or check the first 5-10 listed in the References section to find mostly review papers you can use for new leads. Go and download these into an “Unread review papers” folder in your citation manager for when you get stuck later. 

Then, go to the journal/library website and check for new papers that have cited this paper. This will help you follow the trail of a specific research topic to see how it’s developing. Download the interesting ones and put them in an “unread” folder for this very specific research topic. In Zotero, you can even tag the paper as “related” to the current paper for quick access later.  

8. Clean up the metadata if you plan on citing this paper later

If there’s a chance you’ll cite this paper later, make sure to clean up the metadata so your word processor citation plugin creates a clean reference section. Author initials may be backward, special characters in the title may be corrupted, the year or issue of the journal could be missing or the “type” of citation could be wrong (listed as a book instead of journal article) which would change the format.

Fully tag the paper using whatever system you’ve come up with. Keywords, chemicals, characterization methods or annotation tags like “Best” can all be useful. One other trick I used was to come up with an acronym for the paper I was about to write - “NMOBH” for example - and use that as a tag in any paper that I planned to cite later.

Being methodical in your post-read organization will save you many hours and endless frustration later on. Follow these tips on how to organize your research papers and you’ll be a pro in no time. You’re almost done, but don’t skip this part!

9. Take a break, then repeat!

This methodology makes it a little easier to get through a paper quickly once you get some practice at it. But what about 10 papers? 100?! You can’t do all of your reading in a week. I set a habit for myself over the summer to read two papers a day for 2 months. If I missed a day, I made it up the next day. This keeps you fresh for each paper and less likely to miss important points because you’re falling asleep!

Get comfortable. I preferred to kick back on a couch or outside in a chair using my laptop in tablet mode so I had a long vertical screen and a stylus to highlight or circle things. Reading 2-column scientific articles on a 13 inch 16:9 laptop screen at a desk for hours on end is a special kind of torture that I just couldn’t endure. Change scenery often, try different beverages, take breaks, and move around!

Here are some bonus tips for breaking the monotony between papers:

• Pick your top few most controversial, confusing, or interesting papers and ask a colleague or advisor for their thoughts. Bring them some coffee to discuss it with you for another perspective. 
• Email the authors to ask a question or thank them for their contribution. This is a great way to make a connection. Don’t ask for too much on the first email or they may not respond - they are busy!  
• Reward yourself for every paper read. Maybe a small snack or a short walk around the block. Physically cross this paper off your to-do list so you internalize the good feeling of the accomplishment!

How do you choose which papers to read next?

So you’re downloading 15 new papers for every 1 paper you read? This could get out of control quickly! How do you keep up? Here are some tips for prioritization:

Google Scholar is an excellent tool for tracking citation trees and metrics that show the “importance” of each paper. Library portals or the journal websites can also be good for this.

• If you’re starting a search on a new topic, begin with a relevant review paper if one exists. Beware of reading too many review papers in a row! You’ll end up with an intimidating pile of citations to track down and it will be difficult to know where to start after a few-day break. 
• Prioritize experimental papers with high citation numbers, in journals with high impact factors and by authors with a high h-index (30+) published within the last 5 years. These papers will set the bar for every paper you read after. You can check the journal’s rank in your field by using Scimago . 
• Identify the most prominent authors in this field and find their most recent papers that may not have many citations (yet). This indicates where the field is heading and what the top experts are prioritizing. 
• After you’ve covered a lot of ground above, start taking more chances on less-established authors who may be taking new approaches or exploring new topics. By now you’ll be well-equipped to identify deficiencies in methods, hyperbolic claims, and arguments that are not well-supported by data. 

Final takeaways for how to read a scientific paper:

• Don't be a passive word-for-word reader. Be actively hunting and searching for info.
• Read in this order: Abstract, Conclusion, Figures, Results/Discussion, Methods.
• The figures are the anchors. Save the best ones to reproduce in your article and spend extra time to create your own summary figures to supercharge your chances of citation.
• Clean up the metadata and use a good tagging system to save time later. 
• Set your daily goal, reward yourself for finishing, and take breaks to avoid burnout!

Lastly, remember that this blog is sponsored by BioBox Analytics ! BioBox is a data analytics platform designed for scientists and clinicians working with next-generation-sequencing data. Design and run bioinformatic pipelines on demand, generate publication-ready plots, and discover insights using popular public databases. Get on the waitlist and be the first to access a free account at biobox.io !

What sections of a research paper should you read first?

The Abstract and Conclusion sections of a research paper give you a quick sense if you should continue spending time on the paper. Assess the quality of the research and whether the results are significant to your goals. If so, move to the most important Figures and find additional details in the Results and Discussion when necessary. 

What is the fastest way to read a research article?

Skim the Abstract and highlight anything of interest. Skip to the Conclusions and do the same. Write questions that pop up. Examine each Figure and find the in-line reference text for further details if needed for understanding. Then search the Results and Discussion for answers to your pre-written questions.  

What is the best citation manager software to use for my scientific papers?

I used Mendeley through grad school but recently Zotero seems to be more popular. Both are free and have all the features you need! EndNote is excellent but expensive, and if you lose your institutional license you’ll have a hard time transferring to one of the free offerings. Zotero is your best bet for long-term organizational success!

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1) Plan Your Research: Keeping Track of Sources

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Keeping Track of Sources

Research log.

• Research log (.doc)
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Use this research log to keep track of your research process . Every time you find something useful, record how and where you found the item.

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Why should I keep track of my research?

A research project may take many hours of searching. Keeping track of your search history can help you do a more thorough and systematic search  – and help you avoid duplicating your research efforts! And when it's time to write your paper, thorough research notes will save you a lot of time and energy.

What's the easiest way to keep track of my research, organize my notes, and format my bibliography?

There are several citation management programs that can help you organize your research:

• EndNote – EndNote is a feature-rich citation management program that allows you to organize your references in a searchable database.  EndNote is recommended for those heavily engaged in research .
• Import and re-format references from online databases
• Automatically enter citations
• Build reference lists in Microsoft Word (Windows and Macintosh), Pages09 (Macintosh), and OpenOffice (version 3)
• Format references according to hundreds of bibliographic citation styles, including journal-specific formats

The current version of EndNote in use at the University of Lethbridge is EndNote X4. U of L students, faculty, and staff can download the program here .

• EndNote Web   –   EndNote Web is a web-based counterpart to EndNote, the desktop application. When you save references to EndNote Web, you are saving them to servers located "in the cloud" (i.e., NOT locally at the University of Lethbridge). This makes it easy to collaborate and share your library with others. It also means you can get to your EndNote Web library from anywhere you have Internet access. EndNote Web is recommended for use by undergraduate students.

You can set up a free EndNoteWeb account by registering at: http://www.myendnoteweb.com

• Zotero – Zotero is a free Firefox addon that collects, manages, and cites research sources. It's easy to use, lives in your web browser where you do your work, and best of all it's free. Zotero allows you to attach PDFs, notes and images to your citations, organize them into collections for different projects, and create bibliographies. 
• Mendeley – Mendeley is a free reference manager and academic social network that can help you organize your research, collaborate with others online, and discover the latest research.

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7 Great Tools to Organize Citations and References

By Med Kharbach, PhD | Last Update: May 19, 2023

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Meet Med Kharbach, PhD

Dr. Med Kharbach is an influential voice in the global educational technology landscape, with an extensive background in educational studies and a decade-long experience as a K-12 teacher. Holding a Ph.D. from Mount Saint Vincent University in Halifax, Canada, he brings a unique perspective to the educational world by integrating his profound academic knowledge with his hands-on teaching experience. Dr. Kharbach's academic pursuits encompass curriculum studies, discourse analysis, language learning/teaching, language and identity, emerging literacies, educational technology, and research methodologies. His work has been presented at numerous national and international conferences and published in various esteemed academic journals.

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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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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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Three Tips to Organize Thesis and Article Sources

In the course of a literature review, you may come across hundreds of research papers that will contribute to your understanding of the field and possibly even be cited in a manuscript. So how do you keep track of these sources?

Write an annotated bibliography — An annotated bibliography is going to be a list of the sources that you’ve read along with important notes to explain the source’s importance and relevance to your research. While some people do this by hand, that can be laborious, particularly when you are searching for a source after the fact. My suggestion for the modern annotated bibliography is to use a searchable format such as Word, Rmarkdown, OneNote, or EndNote, etc. That will allow you to easily re-reference a source and (re)identify sources that talk about particular concepts. Below is a list of components to include in each entry (and here’s a worksheet ).

Citation — In addition to the author(s) and year of publication, you should also make a note of the doi (so you can find it later using https://doi.org/[insert doi] ), and the filename of the pdf. The filename is especially important since it allows you to find the pdf you already have, without opening 20 files one-by-one.

Methods — Are any of the methods used especially relevant to your work? This might be because you need the protocol, they are key to interpreting the data, and/or are insufficient (i.e., they provide an opportunity for you to improve the field).

Results — What are the key results and findings? What figure is central to their story?

Limitations — What are the limitations of the research? What could be done differently to improve the robustness of the research?

Your thoughts — What do you think about the paper? Use this as an opportunity to present your unfiltered thoughts, feelings, musings, and big ideas. That way you can find them later.

Follow up — Are there any references that you should read in the future?

Keep a spreadsheet — Spreadsheets are another option for keeping track of the sources you have identified in a searchable and easy to skim format. In this case, you would likely have more information about the source’s origins, citations, accessibility, etc. (See “Organizing Sources” in the resources below for a template)

Use a citation management system — Some citation management systems are great for keeping track of relevant sources. Mendeley is a particularly good option because you can import, read, highlight, annotate, and search for a pdf. However, it has undergone some recent changes that make it more difficult to use and transfer your references if necessary. (See the resources below for some handy web tools)

Tips for Organizing Sources for Research Papers

Organizing Sources

What’s the best way to organize my research?

Organize Your Research With These Free Web Tools

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Q. What's the best way to save sources for later?

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Answered By: APUS Librarians Last Updated: Jun 05, 2023     Views: 27702

It's important to carefully organize your research findings, to make writing and citing easier. Bookmarking an online resource might seem like the easiest way to keep track of it -- but it won't always work, as many databases create temporary urls (session IDs) that will expire.  When you return to the resource at a later time you may find that you can no longer access the article.

Here are librarians' favorite ways to keep articles together:

• If you're searching Primo , you can save your favorite articles and ebooks right there!  Click here to learn how .  
• Some individual databases also allow you to create free personal accounts on their sites.  These accounts will allow you to save articles to return to later.   ProQuest and EBSCO are two examples, but there are others.  Look for a "sign in" or "register" link when you're searching.  
• Use a citation management tool to store, organize and format your sources!   Find out how to get started .  
• Try the cloud!  Your free Microsoft 365 account includes 1TB of cloud storage via OneDrive..  
• Create a permanent or persistent url (aka permalink ).   You can bookmark permalinks, organize them in a Word document, or use your citation manager to store them.  
• Or, simply create a folder for your research assignment on your computer or device...then download your sources as you go !   Find out how to limit your search to full text , so that you always have the option to save.  

See also :  Why should I keep a research journal?

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