I received this email today: Dear Professor Hyndman, I was wondering if you could maybe give me some advice on how to organize your research process. I am able to search the literature on a certain topic and identify where there is a question to work with. My main difficult is to organize my paper annotations in order to help me to guide my research process, i.e, how to manage the information gathered in those papers to compose and structure a document which can represent the research developed so far. I have been looking at different tools such scrivener, Qiqqa, papers2, etc but I am not sure if one of these tools would be the right way to go. To be honest I am not even sure a tool would do what I am looking for, not just organize references and annotate pdfs but to get more control of my research process. I appreciate if I could get your thoughts on this subject.
Posts Tagged ‘organization’:
Makefiles for R/LaTeX projects
Updated: 21 November 2012 Make is a marvellous tool used by programmers to build software, but it can be used for much more than that. I use make whenever I have a large project involving R files and LaTeX files, which means I use it for almost all of the papers I write, and almost of the consulting reports I produce.
Blogs about research
If you find this blog helpful (or even if you don’t but you’re interested in blogs on research issues and tools), there are a few other blogs about doing research that you might find useful. Here are a few that I read. Patter — Pat Thomson. The Thesis Whisperer — Inger Mewburn. The Research Whisperer – several RMIT researchers. the (research) supervisor’s friend — Geof Hill. My Research Rants – Jordi Cabot. The Three Month Thesis – James Hayton. profserious – Anthony Finkelstein. Academic Life — Marialuisa Aliotta. Help for New Professors — Faye Hicks. The Art of Scientific Writing – Faye Hicks. Explorations of style– Rachael Cayley. sharmanedit — Anna Sharman. GradHacker – writers from several universities. PhD Life – Warwick Uni students. PhD Comics — essential reading for every PhD student, and good therapy. I’ve created a bundle so you can subscribe to all of these in one go. Of course, there are lots of statistics blogs as well, and blogs about other research disciplines. The ones above are those that concentrate on generic research issues.
Following authors on Google Scholar
A great new feature has been added to Google Scholar Citations. For those authors who have set up a citations page, it is now possible to get email alerts for any new articles they publish, or for any new citations of their articles. So you can track citations to your own work this way, and stay up-to-date with key authors in your field. Setting up a Google Citations page is super-easy and was already worth doing. This new functionality is another reason to do it. After all, as researchers we want people to read our stuff, so we might as well make it as easy as possible for people to find what we write. To set up your Google Citations page, go to scholar.google.com/citations. To follow an author, find their citations page and look for the “Follow this author” box at the top right of the page. Hopefully, Google will add RSS feeds as an option in the future as I’d much rather get alerts that way then by yet more email in my inbox.
Organizing travel
Whether travelling to a seminar or conference, or just having a holiday, using a travel organizer can make the process simpler and easier. A good travel organizer keeps all your travel details (flights, hotels, car rentals, meetings, weather forecasts, etc.) organized and synced to whatever devices you use (two computers, an iPad and an iPhone in my case).
Some useful extensions for Gmail
Gmail can be even more awesome with a few extensions (for either Chrome or Firefox).
Researcher portals
A researcher portal is a website that attempts to list all the publications of a given researcher. Some portals also allow sharing papers, interacting with other researchers, calculating citation statistics, etc. Every researcher wants their work read and cited, so these websites can be useful tools for getting your work noticed. They can also function as a de facto home page if you don’t already have a personal website. Conversely, they can be a good way to find new work by researchers in your field. However, unless a site provides a relatively complete list of your publications, and covers a large proportion of the research community in your discipline, it is of limited value.
Use Mendeley to manage your references
Every researcher collects large numbers of papers, references, and notes, and it is important to have a good system to keep them all organized. For many years I had several thousand papers all numbered and stored in filing cabinets, with a JabRef database providing an index to them. These days, it’s much easier to have everything stored electronically, and so I have accumulated many pdfs (about 1300 so far) of published articles. But the problem of being able to find something fast is still important. Mendeley is a free software tool for managing your reference database. It actually solves many problems simultanéously and is likely to become an important part of how I work.
Expand your Dropbox space for free
I’ve extolled the wonders of Dropbox before. It is truly wondrous software, that synchronizes my computers, provides a complete online backup of all my files, allows access to all my files from any device connected to the internet, provides a simple way to share documents, allows me to roll back to previous versions of a file, and more. All done seamlessly and smoothly in the background.


