Research Workflow for Academics: The Best of Digital and Analogue Working Together

research workflow

 

In his presentation at the ‘Humanities Computing: Formal Methods, Experimental Practice’ symposium at King’s College London in 2000, John Unsworth described the seven ‘scholarly primitives’, that is, the ‘basic functions common to scholarly activity across disciplines, over time, and independent of theoretical orientation’:

  • Discovering
  • Annotating
  • Comparing
  • Referring
  • Sampling
  • Illustrating
  • Representing

A similar taxonomy was described by Ernest Boyer in Scholarship Reconsidered: Priorities of the Professoriate.  Boyer’s model of scholarship refers to four interrelated areas of practice: ‘the scholarship of discovery; the scholarship of integration; the scholarship of application; and the scholarship of teaching.’  While the nature of scholarly work hasn’t changed much since Unsworth’s and Boyer’s observations, the way in which we go about it and the goals that we hope to meet by completing it certainly have.

The workflow that I use for my academic research draws upon Boyer’s model of scholarship and Unsworth’s scholarly primitives, and aims to both isolate the individual components of scholarly work while recognising the inherent relationship and necessary overlap between these components.  In order to meet these aims, I needed a workflow that fulfilled several requirements:

  1. Assign tasks to the platform best designed for that task.  Evernote is excellent for taking notes, for example, but doesn’t stand up well to PDF management.
  2. Integrate analogue components at suitable points. I love notebooks and pens so this is largely a personal preference, but considerable research shows longhand writing aids in memory and comprehension.
  3. Create a frictionless system that allows for collaboration. When working with collaborators or research assistants, the workflow can be opened up at strategic points, while still offering privacy.
  4. Exist in the cloud. My academic writing takes place in my office, at home, and on the road; it happens on computers, iPads, and iPhones. I need to be able to reach everything securely in the cloud and across multiple platforms.
  5. Look visually appealing, and capture content in a visually appealing way. This isn’t just about aesthetics.  Visual appeal is a significant aspect of the success of digital spaces.

As it turns out, these five objectives are often at odds with one another.  Creating a frictionless system (#3) is easiest if only one programme is used, but then there will likely be tasks that are not suited to that programme (#1) (this is often the issue when all aspects of research and writing live exclusively in Scrivener or Evernote).  If the workflow exists securely in the cloud (#4), then it seems counterintuitive to involve analogue components (#2).

The workflow that I use takes the best of digital and analogue research and puts it into an adaptable, frictionless, and appealing system.  I begin by uploading articles to Papers and cleaning up metadata.  As I read the article in Papers, I highlight important passages, but keep my written notes and commentary separately in longhand form in my notebook.  With a clever shortcut in Papers (⌃⇧C), I can copy the full citation, all highlighted text, and associated page numbers of these highlights.  This is then pasted into a new Evernote note along with the link to the article in Papers (Edit > Copy As > Papers Link).  In both Papers and Evernote I rely on the same tagging conventions.

The outputs of this workflow are important: 1) PDFs continue to livein  Papers where they can be organised, tagged, and read in the most efficient way, 2) notes live in Evernote where they add to a growing commonplace book of research, and 3) commentary and ideas for future research live in a notebook where I can reflect upon them at a later point.  Of course, any workflow should stay flexible–already I am considering moving from Word to Scrivener for drafting, and from Papers to Mendeley for PDF management–but no matter how this workflow continues to evolve, it will always accept the distinctiveness of each component of scholarly work while acknowledging the necessary overlapping between these components.

Refining Technique in Academic Writing

Typewriters

 

I wrote briefly last week about the importance of technique in academic writing.   Academic writing is, above all else, a specialised form of communication, which remains true whether we are teaching essay writing to first year students or working on a journal article addressing our research. Articles, essays, theses, and dissertations are all modes of communication that serve to share with readers how we have approached our topic and the conclusions to which we have come. And the success of this communication is dependent each writer’s display of technical mastery. This does not, of course, mean mindlessly following the model, although many writing teachers would agree that is preferable to write with good technique and be a bit monotonous than to write with no technique and lose the reader from the outset.

The aim of good technique is to create a fluid and organic microcosmic structure. What this means is, simply: 1) each paragraph is a self-contained unit, 2) which contributes to the argument of its individual section, 3) which contributes to the argument of its chapter, 4) which contributes to the argument of the work as a whole. No matter the length of the writing, these key building blocks will always stay the same, and should always help your reader to enter into your analysis with the tools to engage meaningfully with what you have to say.

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‘Technique’ and Academic Writing

Practitioners of the fine and performing arts are well acquainted with the notion of ‘technique’. One hears ‘technique’ spoken of regularly by commentators, adjudicators, and reviewers of the arts, who use term to characterise the success or failure of an artistic undertaking. The study of technique forms the core of advanced training in many disciplines, including dance, acting, music, voice, visual art, and design. For dancers, ‘technique’ entails an understanding of the lines a body casts in space, and an ability to manipulate and control these lines as required for various dance
styles. The ‘technique’ of singers involves the development and control of sound-producing resonators, and the ability to produce the desired sounds with as little strain and stress on the body as possible.

And in some instances, the technique has been extensively documented and codified. Most professional actors today have been trained in at least a derivative form of the technique promoted by Constantin Stanislavski and Lee Strasberg, and, even more exhaustive than that, Bharata Natyam—the national dance of India—has a wide vocabulary of specific expressive hand gestures that each dancer must learn and perfect. These gestures form one component of the ‘technique’ of Bharata Natyam, and serve not only as an elemental part of the dancer’s training, but also as a clear benchmark of the dancer’s successful or incomplete treatment of the style.  ‘Technique’ is the specialist code followed by practitioners in a particular discipline. ‘Technique’ comprises the rules that first must be learned fully before they can be bent, shaped, and reworked in order to produce the desired effect.

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Tighening Up Some Flabby Prose

Flabby Writing

With all of this semester’s exam scripts marked and off my desk, I have finally begun to read the books that have been piling up in my Kindle over the past semester.  (On second thought, can eBooks ‘pile up’?  Surely we need a new metaphor in the digital age.)  One that I have particularly enjoyed is Helen Sword‘s Stylish Academic Writing.  Far from an abstracted treatise on writing (as so many advanced academic writing texts are), Sword’s work highlights both the finest and guiltiest features of contemporary academic prose and uses these examples to demonstrate practical techniques for better writing.

The companion website to Sword’s earlier book The Writer’s Diet (unfortunately not available on Amazon.co.uk) offers a diagnostic tool to check the ‘flabbiness’ of prose.  The diagnosis of several pages from a recent article of mine was not entirely positive.  My writing, it seems, is a bit overwhelmed by adjectives and abstract nouns, but, then, so is a great deal of recent academic writing (see below). So my resolution for 2013 is to make my concrete nouns work harder, because up until this point they have been getting a free ride from my favourite adjectives.

Location Numbers in Research?

vocabulary-phrases-books-v-kindle-342x202

Following a blog post last week on using Kindle in teaching, I asked: “do you think location numbers (rather than page numbers) are an adequate form of citation?” I received many responses…

[View the story “Location Numbers in Research?” on Storify]

 

 

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