2.17 one notebook to rule them all - research notebooks
i have never felt jealousy like i did the day i heard about research notebooks.
but my jealous can be your gain - learn all about why keeping a notebook might help you develop more insights into your research process! i give flexible examples, and reflection questions to help you see what things you might want to record in yours!
resources mentioned
dr. raul pacheco-vega's everything notebook
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I have never experienced jealousy like I did when somebody described their research notebook to me. And so i have done the hard work of translating it into a tool that any phd student can use. On this week's episode of
📍 Welcome to Grad School is Hard, But... A Thrive PhD podcast. I'm Dr. Katy Peplin and this is a show for everyone who's doing the hard work of being a human and a scholar. And in season two, I'll introduce you to various tools that might make the hard stuff from writing to managing your time to taking care of your brain just a little bit easier.
And make sure you check out the link in the show notes for a brand new summer planning template, all available for you for free. Now. Let's get into it.
The first time I heard of a research journal, I was talking to a client who worked in a wet lab and was required to keep a research journal that stayed in the lab at all times. They kept track of the experiments that they ran, the reagents that they used, all kinds of good stuff. They kept notes about preliminary findings.
It seems like a dream to me, especially as a humanities PhD. First of all, the idea of a lab was immensely appealing a place to go and do your research instead of just on the couch. But mostly I really loved this idea of being required to keep track of what I did during the day, the steps I took, the literature I reviewed the sources I consulted. How helpful would that be?
And as someone who can regularly lose whole days or weeks to research tangents or record of what I did sounded so good and so useful. Now several years later as a coach, I recommend research journals to a lot of my clients. And now by extension to you, dear listeners on this podcast. There are as many ways to keep a research notebook as there are research projects. So infinity number of ways,
but most methods boil down to two key functions. One that it's in a singular location. Digital or analog where you get in the habit of checking in and checking out at the start and end of each work session. And feature number two, it's a way to capture the day-to-day of your research process.
Experiments, run materials, use boxes, process literature, read, et cetera, so that you can go back and refer to it when, and if you need it. And that's it. A notebook where you keep everything all in one place and that everything, or the steps of your research.
Perhaps the most famous of these research notebooks methodologies is Dr. Pacheco Vegas, everything notebook. I'm going to include a bunch of links in the show notes where you can learn more about his method. But basically he buys a specific notebook. He color codes, everything, there are pens, there's a system and it's a notebook that holds everything. It doesn't matter what research project he's working on, what stage of the project he's in, everything goes into this notebook and when he fills it up, he archives it.
And so he knows that everything literally that has influenced or touched his research process is in one of those notebooks somewhere. How helpful. I will say that you should explore his method for yourself. He does a much better job of explaining it than I do, but for me, the idea of the everything notebook became a little bit overwhelming.
I often had multiple projects on the go and I just can't be trusted to keep the same notebook and the same pens. And remember. From day to day, the specific, detailed color coding system that he uses. But if you're looking for something a little bit more flexible, I've got ideas and tips for you.
First of all in the digital realm, there are also lots of helpful examples of how and why you might keep a research notebook or a research journal. Some are run in LaTeX, some are based in notion and I will include those links in the show notes. As usual. I think that the specific tool that you use is so much less important than the intent or the function that you're using that tool for. Lots of tools can store information in a way that's linked in searchable. So it's really important is getting clear on what you want to keep track of.
So to that end in today's short and sweet research journal exploration. I have a few reflection questions that might help you. Guide the creation of what a research journal or notebook could look like for you. So. Sit down. Maybe pause this podcast and sit with these questions. Question number one.
What are the types of information that you most wish that you could recall after a long day or week of work? What are the things that slip your mind? What are the things that would be most useful? What are the things that you most wish. Would be automatically, or at least had a system to be captured.
Question number two. What are the types of information that are hard for you to reconstruct? Is it where your time goes? Is it hard for you to know what you worked on from day to day? Is it all just one big blur of a draft? Is it hard to know what specific things that you worked on, you started the day in one document you ended in one document and you're not really sure what happened in between.
Is it hard for you to remember? Or what is it hard for you to remember or reconstruct what motivated you to pull a certain source in the beginning or to make a certain experimental choice or the settings on the lab equipment that you were using? What's the kind of information that is hard for you to reconstruct after the fact, even if it seems really clear in the moment.
Research question number three. Would it be helpful for you to narrate? In a place where you can access them afterwards. Rather than just in your mind, the process that you follow during the course of your research. So many times I'm working with clients and they, I say, okay, you're sitting down with a new chapter, explain to me your process. And they can't really, they have.
It's vague sense that they start with an outline. They do some amount of research, but mostly it's a process that's driven by anxiety. That they do a whole lot of research that feels relatively unbounded. And then all of a sudden the deadline comes up and boom. They're anxious, they start to write. So would it be helpful for you to narrate the choices that you're making on a more day-to-day basis so that you can decide if you want to keep doing them or not?
Is it that you always need to pull every source in the library of Congress catalog? Heading of your specific research question. Every time you sit down, do you always need to read every article or did it work pretty well when you started writing a little bit earlier?
That's the kind of data that you can analyze. If it's written down in a research notebook.
And last but not least. How accurate are your perceptions of how you spend your research and writing time? Would a more concrete record help you counteract any inaccuracies? For my own sake. I am a deeply inaccurate judge of where all of my time goes.
Which is why I rely on a variety of different tools, whether those are time-tracking tools or a research notebook to help me remember what I did in any given day. Because if you ask me either, I'm going to misremember the amount of time that I spent on each thing. Or I'm going to forget things altogether.
So if you find that it would be helpful for you to have a more accurate record. Maybe for more accurate planning, then you might want to explore or research notebook.
And if these are the kinds of concrete tips that sound cool to you, then I really encourage you to check out the community. It is $5 a month. It's full of articles, resources, a coaching call library. There's actually a private podcast feed there, but mostly it's a place for graduate students to show up and say, Hey.
What is this thing called a citation manager, or how are you managing to balance syllabus creation with everything else that you're trying to do this summer? We've got challenges. There are prizes. There's all kinds of support in there and I encourage you to check it out. Otherwise, I will see you right back here next week.
Thank you so much for listening.
📍 Thank you for listening to Grad School is Hard, but... You can find more information and resources in the show notes and at thrive-phd.com. Every month, I'll select one reviewer for a free 45 minute session with me. So please subscribe, rate, and review to help spread the word about the show. Thanks so much and I'll see you again soon!
2.12 it'll bury you if you're not careful - staying on top of the reading
everyone says they're trying to stay on top of the reading - but is that possible? and if so, how do you do it???????????
this week's podcast is all about reading - how to manage it, how to plan for it, and how to think about it so it doesn't bury you alive!
resources mentioned:
AI tools for mapping citation networks
oliver burkeman on reading piles
his book four thousand weeks
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Everyone says they're trying to stay on top of the reading. But. Is that possible? And if it is, what does it look like? Let's get into it in this week's episode of
📍 Welcome to Grad School is Hard, But... A Thrive PhD podcast. I'm Dr. Katy Peplin and this is a show for everyone who's doing the hard work of being a human and a scholar. And in season two, I'll introduce you to various tools that might make the hard stuff from writing to managing your time to taking care of your brain just a little bit easier.
And if you like what you hear on this podcast, you're going to love what I have cooked up for you in summer camp. More details in the show notes. Now let's get into it.
One day I'll get on top of the reading is something that I've heard a thousand academics say, and I've said it myself too. I can even feel that way about the rest of the reading that I would do for fun. One day, I'll catch up with that series.
Let's be real, the amount of things that we need to read versus the amount of time that we have available to read them - it's one of the biggest mismatches in all of academic life. There's just simply too much to read and too little time to do it. So in this episode, let's talk about some strategies for how to make time for the reading, how to figure out what to actually read and how to organize it all so that you're not doing duplicate reading when you don't need to.
The first thing that I want to say about reading is that the goal of reading as a scholar, as a grad student, as a person who is working in a specific field is not to memorize everything and be able to spit it back word for word, anytime anybody asks you about it. That's often how we think about reading, even if it's unconsciously, because that's how we were taught to read as undergrads, read this, it'll be on the test. Read this. You'll need it for your paper. As a scholar though, you're going to read it and you might need to use it later and you might not, or you might need to use it for six different things. And you're probably going to have to reread it for each one of those use cases, because what you need out of it, it's going to change.
With all of that different context, how do we know what the goal of reading is? I am here to propose that the goal of reading is actually to make a system so that you know how to find that specific piece of scholarship again, when, and if you need it.
Let me say that again. The goal of reading is to know how to find whatever you're reading again. Now, the reason that I frame it this way is because so many of us are obviously working under the fear of not being able to memorize things- totally legitimate- and probably also beside the point. Most of us outside of very specific defense related situations are going to need to spit back word for word or even all that accurately the main details of pieces of writing. Most of the time, you're going to be able to go back to your notes, go back and actually reread it. And knowing that is going to set you free.
The goal of reading is to know what you're reading so that you can find it again. Find it, when you want to teach with it, find it when you want to cite it, find it when somebody is talking about something and you have the perfect paper for it. You don't need to read so that you never need to look at your notes again. You need to read and create a system to organize your reading so that when you need something, you know how to find it relatively efficiently.
So the goal of reading is to find it again, how practically speaking, and this is a practically speaking type of podcast. Are you going to be able to do that?
So the first thing I'm going to share with you. Is, I think you should lean into your citation manager. And I'm going to link in the show notes to the episode that I did all about citation managers. But if there's one place that I recommend that you organize your reading. I tag it. Keep notes it's with your citation manager, because it's going to help you in a lot of different contexts. I myself have in my citation manager, tags for taught with this; could teach with this; in this specific chapter; in this research project; this is a library that I share with a collaborator. And I need to be able to find all of those things again, and for the way that my brain is set up, it's useful for me to go back and be like, okay, what was that thing? That I thought I might want to teach with. If I ever needed to find an example for X media theory. You're going to want to set it up the way that your brain works. Maybe that's by year of publication or by lab group that does specific things. You might tag it by kinds of protein. I don't know your project and your brain are yours.
But your citation manager can do a lot of that heavy lifting for you and bonus, that means you don't need to print out or store a whole bunch of physical notes, books, print-outs of articles. You can imagine how quickly that stuff adds up.
Now, if you want to stay on top of your reading, you do at some level need to schedule some time for reading. And if you need a permission slip, I'm here to grant you one. I -Dr. Katy Peplin founder of Thrive PhD and host of this podcast- write a permission slip for you to schedule some amount of time. -An hour a week. An hour a week. A half day a month, your schedule is going to be your own - I give you permission to schedule time to do reading that isn't necessarily linked to any specific project writing piece that you're working on, class that you're teaching, et cetera.
A lot of us need to read more broadly than we have time to. And the only way to have time is to schedule it in and protect it. Now. For every three wide reading blocks that I schedule in, I probably worked through and did something specific for two of them. But that one where I sat down and I read that book, I was really interested in, or that article that everybody was talking about in variably enrich my scholarship.
Yes. I might not have directly cited it in the piece that was due in another week, but an informed, I thinking gave me something to talk about at conferences. It let me know where the conversations in my field were located and it was fun to read. In a way that reading for a specific paper or for a syllabus can often feel really purpose-driven and dry. This felt more like why I went to grad school in the first place to read cool ideas and have a little bit of time to sit with them.
Another way to stay on top of your reading is to follow the footnotes and see what other people who are writing things that you're interested in or citing themselves. Now I'm not an AI expert, but I will link in the show notes to a variety of different tools that might help you map this kind of footnote or citation.
Desk density. Footnote or citation density. This is more effective in some disciplines than others. It really depends on sort of the mechanism of how your various different journals of note organize and tag and make things searchable. But if you want to look for clusters really quickly, so that you're concentrating your more, expansive reading efforts into places where there's a lot of activity. Some of these AI tools are going to be really useful and helping you map that and locate really rich areas to read.
And my last tip for staying on top of the reading is to reduce the amount of effort that you need to. Put in when you're reading. Is to reduce the amount of labor that you're expecting of yourself. When you read in this sort of more broad, more expansive. More general way. If you have a system where every single PDF you read, you have to create a one page summary and outline all of the notes and color code it and tag it in six different ways and make sure that everything gets then re uploaded into the cloud.
Then, yeah, nobody's going to really want to sit down and do that with their quote unquote fun brain power on a random Friday afternoon. But if you build a note system, as you go. Where you download something, you store it in a folder in your citation manager. You read through it and add a couple of content tags after you skim it so that you can find it again when, and if you need it.
Now that's not zero labor, but it's also not so much that it's going to put you off the task. When you shift and think about the goal of reading is not to perfectly document every single idea in it so that you never have to reread it again, but to make it so that you can find it when, and if you do need it again, can really help you limit the amount of extra labor that you're putting in and give you a chance to read a little bit more quickly, a little bit more playfully and stay on top of that reading a little bit more easily than you might've when you were expecting yourself to do two hours of labor for every PDF that you touch.
The last thing that I'm going to leave you with in this podcast is an idea that I have taken from Oliver Burkeman, who wrote a very interesting and provocative time management book that I will link to in the show notes, but he talks about the reading pile and he's not specifically writing to academics here, but I think that there's a lot that's really useful for academics in that is to think about your reading list as a river, rather than a bucket. So, so many of us have carry around big buckets of things that we want to watch, do, read. We have huge bookmark folders. We have systems. We have lists. We have phone apps to keep track of everything that we want to consume information wise.
And when we think about it as a bucket, we think that we have to either empty that bucket before we can add new things into it. Or we have to, you know, always be dipping from that specific pool that we've preselected ahead of time. And if you're anything like me, the bucket only gets heavier. As you read new articles, read new books, explore new areas. There's just more and more things to read.
He instead, counsels people to think about these lists as a moving river that you're going to pop in and out of said river at various times in places. And the goal is to select things that feel relevant to the you in that river, in that moment. So say you're having a really big sort of interest level in a specific area in your field.
You dip into the river of literature available, you read a couple of things in it, and you don't worry so much about what you were interested in two weeks ago or what everybody else is interested in. You come in, you feel like the water is fine. You feel the current moving and then you step back out again.
That can give you the permission that you need to not feel like you have to catch up or even necessarily stay on top of the writing.
And that is how you know that this particular episode title was a bit of a bait and switch by me because I actually don't think that you can stay on top of the reading. I encourage you to think about reading as a type of professional development for yourself. And a little gift to that inner scholar, that little kid scholar inside of you that really just likes to read and likes to think about these things in the field and started this degree in the first place.
When we think about the reading as not something that we have to quote, stay on top of, or that is a to do list that never actually ends, but instead something that we engage in when we want to feel refreshed, when we want to think about new ideas, when we want to connect with the larger conversations happening around us.
Then reading gets a little bit more fun.
And if you like the idea of taking some of the regular scholarship labor that we all have to do and thinking about it in a way that increases fun and reduces guilt, and you're going to love summer camp. I invite you to click the link in the show notes and learn a little bit about the program that I have created.
Summer camp is built around two weeks, sprints that are going to help you work more intentionally and also rest more intentionally. Join us for the sessions that work for your schedule. Skip the ones that don't and know that there are all sorts of benefits and perks. There are planning courses, live events, small group cabins, so that you can get to know people, A camp fire to work around chat, share resources and much more. The link in the bio has all of the information about various packages. That'll save you money, sliding scale payment plans.
Session one is already underway, but session two starts on May 29th. And like I said, these are going on all summer long. If you are interested in joining us. Use the code podcast for 10% off. Any sliding scale level or payment plan. Thanks so much. And I hope to see you around either the camp neighborhood or back here in this space next week.
📍 Thank you for listening to Grad School is Hard, but... You can find more information and resources in the show notes and at thrive-phd.com. Every month, I'll select one reviewer for a free 45 minute session with me. So please subscribe, rate, and review to help spread the word about the show. Thanks so much and I'll see you again soon!
2.2 - there are so many pdfs: citation managers save lives
i make very few recommendations about things i think all scholars should be doing.......but citation managers are one. listen to this episode to find out my reasons why - and learn my favorite piece of software to use (hint, it's free!!) for this. you truly cannot imagine the amount of information you will need to keep organized as a scholar - citation managers are a key part in dealing with that, and can really help you out!
resources mentioned:
step by step tutorial for zotero
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Welcome to Grad School is Hard, But... A Thrive PhD podcast. I'm Dr. Katy Peplin and this is a show for everyone who's doing the hard work of being a human and a scholar. And in season two, I'll introduce you to various tools that might make the hard stuff from writing to managing your time to taking care of your brain just a little bit easier.
March madness is a month of free writing resources, trackers, dash boards, and prizes. Sign up for free at the link in the show notes.
All I have is anecdotal evidence, but I'm pretty sure that one of the main sources of guilt for academics when it comes to their workflow is how they are or are not using the citation manager.
In fact, the angst goes so deep that I have often joked about making a t-shirt that says the best time to start a citation manager was birth. And the second best time is today. Because so many people feel so locked up about how they are using the software, how they're not using it to its full potential or maybe how they're not using it at all. So let's get into citation managers, how and why you might want to use them. And some of the lesser known features that I think are even more valuable.
Now I make very few universal recommendations as a coach, as in, I think that most people, if not everyone should be using this tool or doing this technique. But citation managers come pretty close. I think that most people, most of the time should be using a citation manager simply because you will encounter so much literature, pieces of research, primary sources, all sorts of things. The material that you accumulate as an academic scholar is mountainous. You can't, you truly can not conceive of how many PDFs you will encounter over the course of a PhD program, or goodness knows a multi-year multi-decade academic career.
So citation manager is simply put a piece of software that stores all of the citeable information about the pieces of information that you have, like title and DOI, And publisher in one place so that you can find them. It's like a list of everything you've checked out from the library, although you control it and you put it in and you don't have to read everything that's in there .
The other thing that citation managers do really well and their first and primary function was to export and automate your citations. So you will interface this piece of software and the most common ones are Zotero, Mendeley, and Endnote. You'll interface a piece of software with your word processor, like Word.
You'll click a button and then it'll automatically insert a properly formatted citation, whether that's a footnote or a work cited, whatever the style demands. Super useful, Right? If all you ever use a citation manager for is to help format your citations, and even if you're inconsistent about what you put into the citation manager, I still think they're a good use of time. They are not perfect for sure. You do often have to adjust a few things. You might have to double check the formatting. But it really helps save both the records of all of the pieces of information that you've come into contact with. And saves you a lot of time when it comes to the actual formatting work.
But there are so many other features of these citation managers that I think deserve some consideration in your reading and research and maybe even writing workflows.
I love the ability to create collections inside of a citation manager. You might create a collection that you share with your department called best texts to teach this topic with, and everybody can update it and it automatically syncs between devices.
I love creating collections for special interests or reading groups or keeping things organized. I love nothing more than organizing bits of information on my computer. Please don't ask me to organize anything in my real physical life. I won't do it, but I will noodle around in my citation manager, making collections.
But the fact that you can share some of these create libraries and keep them updated. So, so useful.
I have what many people would refer to as shiny object syndrome. So I need to keep as much of the information about whatever I'm doing in one program, because the instant that I click out of said program, the more likely it is that I'm going to end up in some wild corner of the internet, where I didn't intend to be.
And I love that citation managers will let me store my notes with them. It's sometimes we'll let you append PDFs. Although the storage of that can get tricky. Storage management is a whole other episode of this podcast, but you can keep your notes right with the citation. So you can remember, oh, that was this edition of the book that had these page numbers, or it was this publication that I was encountering at a conference or whatever.
Your notes can be as detailed or as scant as you want, but having them right by the citation information makes it so much easier to trace your steps back later on. You can also in many of these software programs, Create tags, which can really increase searchability. So I have tags in my citation manager for actually read this or skimmed this, or decided not to read this.
I have tags that refer to different methodologies. I have tags about the decade that something was published in and I have tags about clusters of researchers that published together. So I can see the different schools and it's so useful to then go through and filter and say, okay, show me all of the things that were published in the eighties with this method that came out of this lab.
Boom. It's so hard to do that in any other piece of software and that ability to sort of keep things, add information, add rich metadata can really pay off the more you invest inside of that citation manager, and the bigger that collection is.
This can help you keep track of all of the things that you could and have already read. And as any academic will tell you, managing your reading pile is one of the most daunting and ongoing tasks. You literally never finish it. So having a piece of software that helps you keep track of what you've read, what you've cited, that thing that somebody mentioned to you down the hallway, all really helpful because you can't keep it all in your brain.
Some of it will escape. So the more of it that lands in the citation manager, the more likely it is that you won't have to duplicate that work when you have to go back and say, what was the name of that paper that somebody mentioned in our symposium last week or two weeks ago, or that I taught with a year ago? It'll all be right there.
So I recommend that you store literally everything in your citation manager, the things that you teach with tag them with the syllabis tag them with the semester that you taught at, or the institution that you did. The things that you read in your own courses, the things you read for exams web sources that you come across, book reviews, put it all in there.
It doesn't mean you're going to read it all, but it means it's a central place to go looking when you're trying to piece back your research path.
I really recommend that people use a citation manager, especially if you have a lot of sources, if you are someone who really only has a handful of things and you can keep them all easy in your finger tips, and you really enjoy the process of constructing a citation, go for it. But I really recommend that if you're going to be working with say more than 25 or 30 sources over the course of your scholarly lifetime - And spoiler alert, you will be! - Use the citation manager. Help yourself keep track of some of it.
Now a question that I often get is Katy. I haven't really used my citation manager or I started using it. Do I need to stop everything that I'm doing and spend the next two weeks, putting everything in there and tagging it and note taking it so that it's all there. And my answer is as fun as that sounds, it's actually probably not a good use of your time.
The best thing that I have found is to build it organically, as opposed to trying to create a very elaborate schema. And then putting everything into that citation manager. All of the big three come with a web clipper which goes right into your internet browser. It lets you push a button when you're surfing on a page that, you know, Google scholar or J STOR or wherever you're getting your information and it automatically sends it to your citation manager. You might have to do a little bit of cleanup and tagging to make sure that it's good, but you can with a click of a button automatically import those things. So wherever you are right now, get in the habit of starting to do that. Tag, when you need to use tags, add folders when you need to use folders, but start to build it wherever you are. Because like I said up top the best time to have done this is when you were born and just kept track of everything that you've ever read for your entire life Always. But the second best time is to start investing in it now.
Last, but not least, a software recommendation. I recommend Zotero to everybody because it's free. You don't pay for it. It's a piece of open-source software. It is regularly updated. There's a very robust online support community. I've linked to a bunch of things in the show notes to help you out there.
I also think Zotero is the easiest to use. And I think it's one of the ones that has the most flexibility with what things it pairs with, what word processors, it plays the nicest with other pieces of software that you might use. But you can also check your university library and software showcase because oftentimes they have resources, guides and discounts on software. So it might be that your university really supports EndNote and they give you a great discount on it. That's a good reason to start using it, if that's what makes sense to you.
But definitely look for something that has a web clipper, that has the ability to tag and sort, and you'll be well on your way to having more organized citations . Not just when you're ready to press publish on that paper, but also you're organizing the work and the material of the research process across your many, many projects.
Thanks so much for listening and I will see you next week.
📍 Thank you for listening to Grad School is Hard, but... You can find more information and resources in the show notes and at thrive-phd.com. Every month, I'll select one reviewer for a free 45 minute session with me. So please subscribe, rate, and review to help spread the word about the show. Thanks so much and I'll see you again soon!