how to write notes for a research paper

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How to take Research Notes

How to take research notes.

Your research notebook is an important piece of information useful for future projects and presentations. Maintaining organized and legible notes allows your research notebook to be a valuable resource to you and your research group. It allows others and yourself to replicate experiments, and it also serves as a useful troubleshooting tool. Besides it being an important part of the research process, taking detailed notes of your research will help you stay organized and allow you to easily review your work.

Here are some common reasons to maintain organized notes:

• Keeps a record of your goals and thoughts during your research experiments.
• Keeps a record of what worked and what didn't in your research experiments.
• Enables others to use your notes as a guide for similar procedures and techniques.
• A helpful tool to reference when writing a paper, submitting a proposal, or giving a presentation.
• Assists you in answering experimental questions.
• Useful to efficiently share experimental approaches, data, and results with others.

Before taking notes:

• Ask your research professor what note-taking method they recommend or prefer.
• Consider what type of media you'll be using to take notes.
• Once you have decided on how you'll be taking notes, be sure to keep all of your notes in one place to remain organized.
• Plan on taking notes regularly (meetings, important dates, procedures, journal/manuscript revisions, etc.).
• This is useful when applying to programs or internships that ask about your research experience.

Note Taking Tips:

Taking notes by hand:.

• Research notebooks don’t belong to you so make sure your notes are legible for others.
• Use post-it notes or tabs to flag important sections.
• Start sorting your notes early so that you don't become backed up and disorganized.
• Only write with a pen as pencils aren’t permanent & sharpies can bleed through.
• Make it a habit to write in your notebook and not directly on sticky notes or paper towels. Rewriting notes can waste time and sometimes lead to inaccurate data or results.

Taking Notes Electronically

• Make sure your device is charged and backed up to store data.
• Invest in note-taking apps or E-Ink tablets
• Create shortcuts to your folders so you have easier access
• Create outlines.
• Keep your notes short and legible.

Note Taking Tips Continued:

Things to avoid.

• Avoid using pencils or markers that may bleed through.
• Avoid erasing entries. Instead, draw a straight line through any mistakes and write the date next to the crossed-out information.
• Avoid writing in cursive.
• Avoid delaying your entries so you don’t fall behind and forget information.

Formatting Tips

• Use bullet points to condense your notes to make them simpler to access or color-code them.
• Tracking your failures and mistakes can improve your work in the future.
• If possible, take notes as you’re experimenting or make time at the end of each workday to get it done.
• Record the date at the start of every day, including all dates spent on research.

Types of media to use when taking notes:

Traditional paper notebook.

• Pros: Able to take quick notes, convenient access to notes, cheaper option
• Cons: Requires a table of contents or tabs as it is not easily searchable, can get damaged easily, needs to be scanned if making a digital copy

Electronic notebook  

• Apple Notes  
• Pros: Easily searchable, note-taking apps available, easy to edit & customize
• Cons: Can be difficult to find notes if they are unorganized, not as easy to take quick notes, can be a more expensive option

Combination of both

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Note-taking for Research

As you determine which sources you will rely on most, it is important to establish a system for keeping track of your sources and taking notes. There are several ways to go about it, and no one system is necessarily superior. What matters is that you keep materials in order; record bibliographical information you will need later; and take detailed, organized notes.

Keeping Track of Your Sources

As you conduct research, taking time to keep track of source information and to organize that information now will help ensure that you are not scrambling to find it at the last minute, which easily leads to problems ranging from incomplete essays to plagiarism. Throughout your research, record bibliographical information for each source as soon as you begin using it. Maintaining an electronic list (even by copying and pasting information) can be quick and efficient, but you may instead feel more in control of the information you’ve collected by using pen-and-paper methods, such as a notebook or note cards.

The table below shows the kinds of details you should record for commonly used source types. Use these details to develop a working bibliography —a preliminary list of sources that you will later use to develop the final Works Cited page of your essay.

Details for Commonly Used Source Types

Your research may involve less common types of sources not listed above. For additional information on citing different sources, see the chapter MLA Format and Citation.

Taking Notes Efficiently

Good researchers stay focused and organized as they gather information from sources. Before you begin taking notes, take a moment to step back and think about your goal as a researcher—to find information that will help you answer your research question. When you write your essay, you will present your conclusions about the subject supported by your research. That goal will determine what information you record and how you organize it.

Writers sometimes get caught up in taking extensive notes, so much so that they lose sight of how their notes relate to the questions and ideas they started out with. Remember that you do not need to write down every detail from your reading. Focus on finding and recording details that will help you answer your research questions. The following strategies will help you take notes efficiently.

Use Headings to Organize Ideas

Whether you use old-fashioned index cards or organize your notes using word-processing software, such as MS Word or Google Docs, record just one major point from each source at a time, and use a heading to summarize the information covered. Keep all your notes in one file, digital or otherwise. Doing so will help you identify connections among different pieces of information. It will also help you make connections between your notes and the research questions and subtopics you identified earlier.

Know When to Summarize, Paraphrase, or Directly Quote a Source

Your notes will fall under three categories—summary notes, paraphrased information, and direct quotations from your sources. Effective researchers make choices about which type of notes is most appropriate for their purpose.

• Summary notes give an overview of 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, particularly in a way that better suits your purpose and audience than the way the original source said it.
• 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.

Most of your notes should be paraphrased from the original source. Paraphrasing as you take notes is usually a better strategy than copying direct quotations, because it forces you to think through the information in your source and understand it well enough to restate it. In short, it helps you stay engaged with the material instead of simply copying and pasting. For more information on this, see the section Summary, Paraphrasis, and Quotation.

Maintain Complete, Accurate Notes

Regardless of the format used, any notes you take should include enough information to help you organize ideas and locate them instantly in the original text if you need to review them. Make sure your notes include the vital bibliographic information noted above.

Throughout the process of taking notes, be scrupulous about making sure you have correctly attributed each idea to its source. Always include source information so you know exactly which ideas came from which sources. Use quotation marks to set off any words for phrases taken directly from the original text. If you add your own responses and ideas, make sure they are distinct from ideas you quoted or paraphrased.

Finally, make sure your notes accurately reflect the content of the original text. Make sure 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. Paraphrase ideas carefully, and check your paraphrased notes against the original text to make sure that you have restated the author’s ideas accurately in your own words. For more information on this, see the section Summary, Paraphrasis, and Quotation.

Use a System That Works for You

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. Choosing the format that works best for you will ensure your notes are organized, complete, and accurate. Consider implementing one of these formats when you begin taking notes:

• 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.
• Use note-taking software. Word-processing and office software packages often include different types of note-taking software. Although you may need to set aside some time to learn the software, this method combines the speed of typing with the same degree of organization associated with handwritten note cards.
• 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.

Choose one of the methods from the list to use for taking notes. Continue gathering sources and taking notes. In the next section, you will learn strategies for organizing and synthesizing the information you have found.

The Writing Textbook Copyright © 2021 by Josh Woods, editor and contributor, as well as an unnamed author (by request from the original publisher), and other authors named separately is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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How to Do Research: A Step-By-Step Guide: 4a. Take Notes

• Get Started
• 1a. Select a Topic
• 1b. Develop Research Questions
• 1c. Identify Keywords
• 1d. Find Background Information
• 1e. Refine a Topic
• 2a. Search Strategies
• 2d. Articles
• 2e. Videos & Images
• 2f. Databases
• 2g. Websites
• 2h. Grey Literature
• 2i. Open Access Materials
• 3a. Evaluate Sources
• 3b. Primary vs. Secondary
• 3c. Types of Periodicals
• 4a. Take Notes
• 4b. Outline the Paper
• 4c. Incorporate Source Material
• 5a. Avoid Plagiarism
• 5b. Zotero & MyBib
• 5c. MLA Formatting
• 5d. MLA Citation Examples
• 5e. APA Formatting
• 5f. APA Citation Examples
• 5g. Annotated Bibliographies

Note Taking in Bibliographic Management Tools

We encourage students to use bibliographic citation management tools (such as Zotero, EasyBib and RefWorks) to keep track of their research citations. Each service includes a note-taking function. Find more information about citation management tools here . Whether or not you're using one of these, the tips below will help you.

Tips for Taking Notes Electronically

• Try using a bibliographic citation management tool to keep track of your sources and to take notes.
• As you add sources, put them in the format you're using (MLA, APA, Chicago, etc.).
• Group sources by publication type (i.e., book, article, website).
• Number each source within the publication type group.
• For websites, include the URL information and the date you accessed each site.
• Next to each idea, include the source number from the Works Cited file and the page number from the source. See the examples below. Note that #A5 and #B2 refer to article source 5 and book source 2 from the Works Cited file.

#A5 p.35: 76.69% of the hyperlinks selected from homepage are for articles and the catalog #B2 p.76: online library guides evolved from the paper pathfinders of the 1960s

• When done taking notes, assign keywords or sub-topic headings to each idea, quote or summary.
• Use the copy and paste feature to group keywords or sub-topic ideas together.
• Back up your master list and note files frequently!

Tips for Taking Notes by Hand

• Use index cards to keep notes and track sources used in your paper.
• Include the citation (i.e., author, title, publisher, date, page numbers, etc.) in the format you're using. It will be easier to organize the sources alphabetically when creating the Works Cited page.
• Number the source cards.
• Use only one side to record a single idea, fact or quote from one source. It will be easier to rearrange them later when it comes time to organize your paper.
• Include a heading or key words at the top of the card. 
• Include the Work Cited source card number.
• Include the page number where you found the information.
• Use abbreviations, acronyms, or incomplete sentences to record information to speed up the notetaking process.
• Write down only the information that answers your research questions.
• Use symbols, diagrams, charts or drawings to simplify and visualize ideas.

Forms of Notetaking

Use one of these notetaking forms to capture information:

• Summarize : Capture the main ideas of the source succinctly by restating them in your own words.
• Paraphrase : Restate the author's ideas in your own words.
• Quote : Copy the quotation exactly as it appears in the original source. Put quotation marks around the text and note the name of the person you are quoting.

Example of a Work Cited Card

Example notecard.

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• Last Updated: Feb 21, 2024 11:01 AM
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