Keeping things honest pt.1: note-taking basics

As I mentioned in my last post, a good historian will approach his or her work with integrity and honesty. Saying that is all well and good, but how does one actually put that ideal into practice?

The first thing to do is do develop good habits when you are actually ‘doing’ your research. Many of the students that I have ‘busted’ for plagiarism in the past have found themselves in hot water simply because they did not take care when doing their research. Here are some tips for avoiding this kind of trouble:

  • Collect, record, and track your sources with great care!
    Just wanting to be a good historian is not enough. You have to be a good historian, and this starts with the careful recording of your sources. When you are doing your research, pay attention to your note-taking habits. Sloppy note-taking can prove fatal to an essay. It can cause you to misrepresent the past. It can cause you to incorrectly identify your sources (or worse, fail to give credit to your sources at all). In short it can make your essay inaccurate, poorly written or simply unacceptable.
    Things to remember when taking notes:

    • Do not confuse your words with your source’s words
      • if you include a direct quotation in your notes, clearly indicate in your notes that it is a quotation. Enclose the quotation in quotation marks, and make sure you have a precise citation (author, book/article, page) so that if you use the passage in your essay you do not have to search it out
      • if you paraphrase in your notes (ie if you take what your source has said and put it into your own words) make sure that your paraphrased version is different and distinct from the original. If it is not, then use a quotation as above
        • if you don’t pay attention to this, it is easy to fall into one of the most common traps that catch students: inadvertent plagiarism. If you use someone else’s words without proper acknowledgement – even if it is unintentional – then you are plagiarizing.
      • early on, settle on a system. For example, when I take notes it is assumed that I am paraphrasing unless my notes clearly indicate a quotation. Your approach may differ, just come up with a system that works for you, stick to it, and be consistent. You don’t want to go back to notes at a later time and be unsure as to whether you paraphrased or not!
    • Include a citation in every note
      • citations are especially important when recording quotations in notes, but to save yourself a lot of work later, include citations in all of your notes. This does not mean full bibliographic details every time you jot something down. What you need to do is to give yourself enough information so that you can quickly and easily locate your source.
      • For example, if I am taking notes from a particular book, I will include full bibliographic information (author, title, publisher, date) at the beginning of a section devoted to that book and that book alone. Then, as I work though, I only have to add page references in the margin.
        This takes very, very little time to set up, but it can literally save you hours in the long run.
    • Don’t cut and paste blindly
      • For those of you who use computers for note-taking as well as writing, pay attention!
        It is so very easy to cut and paste a passage from your notes to an essay or from one essay draft to another, that it is also very very easy to make simple but costly mistakes.
        When cutting and pasting, think about the things I have mentioned above. Are these my words or someone else’s? Is it a quotation or a paraphrase? Where did it come from? Do I need to acknowledge my source?
        In other words, don’t cut and paste without thinking about what you are cutting and pasting!
        Again, the importance of accurate note-taking comes into play here. If you follow the suggestions above you will know what is yours, what is not, and where it came from.
    • Keep notes and essays separate
      • it can be tempting to take a ‘one big file’ approach to essay writing. Using this approach, you would keep everything related to an essay in one big file. This could include your notes, links to online sources, text copied from those sources, and of course your essay itself. This is generally a bad idea! Not only will you spend more time jumping back and forth within a file than you will actually working on the file, you may find it difficult to keep track of what came from where, what represents your own thoughts and what represents your sources’ thoughts, etc. Do yourself a favour and try to keep your essay itself separate from other related materials.

One thing I noticed over the last several years is the huge increase in the number of students using their laptops to take notes in class. I want to talk briefly about what kinds of software tools they are using to do this.

While it is possible to jot down notes in a simple text file or a Word document, there remains the problem of organization. how do you keep all of your files related to a subject or to an essay organized in such a way that they are easy to find?

There are many software packages out there that help to streamline this process. Remember, it remains your responsibility to keep accurate and reliable notes, but these can at least help to keep things organized:

  • Microsoft OneNote (Windows)
    • if you already have MS Office installed, you may already have OneNote
  • Evernote (Windows, Mac, Linux*)
    • has the advantage of online syncing, can access files/notes from any computer, some phones
    • was the runner-up behind pen and paper in a recent Lifehacker Hive Five poll, which is generally a very good sign!
    • Evernote can also be installed on many (Blackberry, iPhone, Palm Pre, and Windows Mobile) mobile phones
    • *By default it is intended for Windows and Mac only. Google “evernote linux” to find instructions for linux installation. I have it installed under Ubuntu 8.10 and it works great. I have installed and used it under Ubuntu 8.10 and 9.04 and it works great.
  • Basket Note Pads (Linux – KDE)
    • Runs on KDE, so Gnome users (ie Ubuntu) may find the odd problem with it
  • Tomboy Notes (Linux – Gnome)
    • If you are on Ubuntu and run into issues with Basket Note Pads, try Tomboy
  • Pen and Paper (they still work!!)
    • cheap, portable, really fast boot-up times, extremely flexible, may encounter occasional (or in my case frequent) legibility problems

Whether you use a pen and paper, one of the software packages mentioned above, or another system altogether, remember to be a mindful note-taker. A little care at the outset of your research can save a great deal of time and many headaches down the road.

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One Response to “Keeping things honest pt.1: note-taking basics”

  1. Keeping things honest pt.2: note-taking how-to Says:

    […] All about academic writing in general; historical research and writing in particular. « Keeping things honest pt.1: note-taking basics […]

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