2.8 Taking Research Notes

Writers sometimes get caught up in taking extensive notes, so much so that they lose sight of how their sources help them to answer their research questions. The challenge is to stay focused and organized as you gather information from sources. Before you begin taking notes, take a moment to step back and remind yourself of your goal as a researcher: to find information that will help you answer your research questions. That goal will determine what information you record and how you organize it. When you write your paper, you will present your conclusions about the topic supported by research. Therefore, you do not need to write down every detail of your sources; some of the information in relevant sources will be irrelevant to your research questions.

There are several formats you can use to take notes. No technique is necessarily better than the others—it is more important to choose a format you are comfortable using.

Choose a note-taking method from among those listed below that works best for you, and use it as you gather sources. Using the techniques discussed in this section will prepare you for the next step in writing your research paper: organizing and synthesizing the information you find.

Use index cards. This traditional format involves writing each note on a separate index card. It takes more time than copying and pasting into an electronic document, which encourages you to be selective in choosing which ideas to record. Recording notes on separate cards makes it easy to later organize your notes according to major topics. Some writers color-code their cards to make them still more organized.

Maintain a research notebook. Instead of using index cards or electronic note cards, you may wish to keep a notebook or electronic folder, allotting a few pages (or one file) for each of your sources. This method makes it easy to create a separate column or section of the document where you add your responses to the information you encounter in your research.

Annotate your sources. This method involves making handwritten notes in the margins of sources that you have printed or photocopied. If using electronic sources, you can make comments within the source document. For example, you might add comment boxes to a PDF version of an article. This method works best for experienced researchers who have already thought a great deal about the topic because it can be difficult to organize your notes later when starting your draft.

Use note-taking software. There are many options for taking and organizing notes electronically. These include word-processing software that you can use offline on a computer. They also include tools like Diigo (https://www.diigo.com/), Evernote (https://evernote.com/), and Mindomo (https://www.mindomo.com/mind-maps-for-education), available on the Web for free or reduced prices if you will use the tool for educational purposes. Although you may need to set aside time to learn how to use them, digital tools offer you possibilities that handwritten note cards do not, such as searching your notes, copying and pasting your notes into your paper, and saving and sharing your notes online.

Whether you use old-fashioned index cards or organize your notes digitally, you should keep all your notes in one place, and use topic headings to group related details. Doing so will help you identify connections among different sources. It will also help you make connections between your notes and the research questions and subtopics you identified earlier. Throughout the process of taking notes, be scrupulous about making sure you have correctly attributed each idea or piece of information to its source. Always include source information or use a code system (e.g., numbers, letters, symbols, or colors) so you know exactly which claims or evidence came from which sources.

Effective researchers make choices about which types of notes are most appropriate for their purpose. Your notes may fall into three categories:

Summary notes sum up the main ideas in a source in a few sentences or a short paragraph. A summary is considerably shorter than the original text and captures only the major ideas. Use summary notes when you do not need to record specific details but you intend to refer to broad concepts the author discusses.

Paraphrased notes restate a fact or idea from a source using your own words and sentence structure.

Direct quotations use the exact wording used by the original source and enclose the quoted material in quotation marks. It is a good strategy to copy direct quotations when an author expresses an idea in an especially lively or memorable way. However, do not rely exclusively on direct quotations in your note taking.

Summarizing and paraphrasing as you take notes is usually a better strategy than copying direct quotations because it forces you to think through the claims and evidence in your source and to understand it well enough to restate it. In short, these methods of note-taking help you to stay engaged with your topic instead of simply copying and pasting text from sources. Using them will help you when you draft your paper. Paraphrase ideas carefully, and check your paraphrased notes against the original text to make sure you have restated the author’s ideas accurately.

Use quotation marks to set off any words for phrases taken directly from the source. With direct quotations, again, make sure your notes accurately reflect the content of the original text: check that quoted material is copied verbatim. If you omit words from a quotation, use ellipses to show the omission, and make sure the omission does not change the author’s meaning. If you add your own responses and ideas to your notes, mark them as such so that your own thinking about the topic stands out from ideas you summarized or paraphrased.