notes in a research paper

How to Take Notes

How to Use Sources Effectively

Most articles in periodicals and some of the book sources you use, especially those from the children’s room at the library, are probably short enough that you can read them from beginning to end in a reasonable amount of time. Others, however, may be too long for you to do that, and some are likely to cover much more than just your topic. Use the table of contents and the index in a longer book to find the parts of the book that contain information on your topic. When you turn to those parts, skim them to make sure they contain information you can use. Feel free to skip parts that don’t relate to your questions, so you can get the information you need as quickly and efficiently as possible.

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Don’t—start reading a book and writing down information on a sheet of notebook paper. If you make this mistake, you’ll end up with a lot of disorganized scribbling that may be practically useless when you’re ready to outline your research paper and write a first draft. Some students who tried this had to cut up their notes into tiny strips, spread them out on the floor, and then tape the strips back together in order to put their information in an order that made sense. Other students couldn’t even do that—without going to a photocopier first—because they had written on both sides of the paper. To avoid that kind of trouble, use the tried-and-true method students have been using for years—take notes on index cards.

Taking Notes on Index Cards

As you begin reading your sources, use either 3″ x 5″ or 4″ x 6″ index cards to write down information you might use in your paper. The first thing to remember is: Write only one idea on each card. Even if you write only a few words on one card, don’t write anything about a new idea on that card. Begin a new card instead. Also, keep all your notes for one card only on that card. It’s fine to write on both the front and back of a card, but don’t carry the same note over to a second card. If you have that much to write, you probably have more than one idea.

After you complete a note card, write the source number of the book you used in the upper left corner of the card. Below the source number, write the exact number or numbers of the pages on which you found the information. In the upper right corner, write one or two words that describe the specific subject of the card. These words are like a headline that describes the main information on the card. Be as clear as possible because you will need these headlines later.

After you finish taking notes from a source, write a check mark on your source card as a reminder that you’ve gone through that source thoroughly and written down all the important information you found there. That way, you won’t wonder later whether you should go back and read that source again.

Taking Notes on Your Computer

Another way to take notes is on your computer. In order to use this method, you have to rely completely on sources that you can take home, unless you have a laptop computer that you can take with you to the library.

If you do choose to take notes on your computer, think of each entry on your screen as one in a pack of electronic note cards. Write your notes exactly as if you were using index cards. Be sure to leave space between each note so that they don’t run together and look confusing when you’re ready to use them. You might want to insert a page break between each “note card.”

When deciding whether to use note cards or a computer, remember one thing—high-tech is not always better. Many students find low-tech index cards easier to organize and use than computer notes that have to be moved around by cutting and pasting. In the end, you’re the one who knows best how you work, so the choice is up to you.

How to Take Effective Notes

Knowing the best format for notes is important, but knowing what to write on your cards or on your computer is essential. Strong notes are the backbone of a good research paper.

Not Too Much or Too Little

When researching, you’re likely to find a lot of interesting information that you never knew before. That’s great! You can never learn too much. But for now your goal is to find information you can use in your research paper. Giving in to the temptation to take notes on every detail you find in your research can lead to a huge volume of notes—many of which you won’t use at all. This can become difficult to manage at later stages, so limit yourself to information that really belongs in your paper. If you think a piece of information might be useful but you aren’t sure, ask yourself whether it helps answer one of your research questions.

Writing too much is one pitfall; writing too little is another. Consider this scenario: You’ve been working in the library for a couple of hours, and your hand grows tired from writing. You come to a fairly complicated passage about how to tell if a dog is angry, so you say to yourself, “I don’t have to write all this down. I’ll remember.” But you won’t remember—especially after all the reading and note taking you have been doing. If you find information you know you want to use later on, get it down. If you’re too tired, take a break or take off the rest of the day and return tomorrow when you’re fresh.

To Note or Not to Note: That is the Question

What if you come across an idea or piece of information that you’ve already found in another source? Should you write it down again? You don’t want to end up with a whole stack of cards with the same information on each one. On the other hand, knowing that more than one source agrees on a particular point is helpful. Here’s the solution: Simply add the number of the new source to the note card that already has the same piece of information written on it. Take notes on both sources. In your paper, you may want to come right out and say that sources disagree on this point. You may even want to support one opinion or the other—if you think you have a strong enough argument based on facts from your research.

Paraphrasing—Not Copying

Have you ever heard the word plagiarism? It means copying someone else’s words and claiming them as your own. It’s really a kind of stealing, and there are strict rules against it.

The trouble is many students plagiarize without meaning to do so. The problem starts at the note-taking stage. As a student takes notes, he or she may simply copy the exact words from a source. The student doesn’t put quotation marks around the words to show that they are someone else’s. When it comes time to draft the paper, the student doesn’t even remember that those words were copied from a source, and the words find their way into the draft and then into the final paper. Without intending to do so, that student has plagiarized, or stolen, another person’s words.

The way to avoid plagiarism is to paraphrase, or write down ideas in your own words rather than copy them exactly. Look again at the model note cards in this chapter, and notice that the words in the notes are not the same as the words from the sources. Some of the notes are not even written in complete sentences. Writing in incomplete sentences is one way to make sure you don’t copy—and it saves you time, energy, and space. When you write a draft of your research paper, of course, you will use complete sentences.

How to Organize Your Notes

Once you’ve used all your sources and taken all your notes, what do you have? You have a stack of cards (or if you’ve taken notes on a computer, screen after screen of entries) about a lot of stuff in no particular order. Now you need to organize your notes in order to turn them into the powerful tool that helps you outline and draft your research paper. Following are some ideas on how to do this, so get your thinking skills in gear to start doing the job for your own paper.

Organizing Note Cards

The beauty of using index cards to take notes is that you can move them around until they are in the order you want. You don’t have to go through complicated cutting-and-pasting procedures, as you would on your computer, and you can lay your cards out where you can see them all at once. One word of caution—work on a surface where your cards won’t fall on the floor while you’re organizing them.

Start by sorting all your cards with the same headlines into the same piles, since all of these note cards are about the same basic idea. You don’t have to worry about keeping notes from the same sources together because each card is marked with a number identifying its source.

Next, arrange the piles of cards so that the order the ideas appear in makes sense. Experts have named six basic types of order. One—or a combination of these—may work for you:

• Chronological , or Time, Order covers events in the order in which they happened. This kind of order works best for papers that discuss historical events or tell about a person’s life.
• Spatial  Order organizes your information by its place or position. This kind of order can work for papers about geography or about how to design something—a garden, for example.
• Cause and Effect  discusses how one event or action leads to another. This kind of organization works well if your paper explains a scientific process or events in history.
• Problem/Solution explains a problem and one or more ways in which it can be solved. You might use this type of organization for a paper about an environmental issue, such as global warming.
• Compare and Contrast  discusses similarities and differences between people, things, events, or ideas.
• Order of  Importance  explains an idea, starting with its most important aspects first and ending with the least important aspects—or the other way around.

After you determine your basic organization, arrange your piles accordingly. You’ll end up with three main piles—one for sounds, one for facial expressions, and one for body language. Go through each pile and put the individual cards in an order that makes sense. Don’t forget that you can move your cards around, trying out different organizations, until you are satisfied that one idea flows logically into another. Use a paper clip or rubber band to hold the piles together, and then stack them in the order you choose. Put a big rubber band around the whole stack so the cards stay in order.

Organizing Notes on Your Computer

If you’ve taken notes on a computer, organize them in much the same way you would organize index cards. The difference is that you use the cut-and-paste functions on your computer rather than moving cards around. The advantage is that you end up with something that’s already typed—something you can eventually turn into an outline without having to copy anything over. The disadvantage is that you may have more trouble moving computer notes around than note cards: You can’t lay your notes out and look at them all at once, and you may get confused when trying to find where information has moved within a long file on your computer screen.

However, be sure to back up your note cards on an external storage system of your choice. In addition, print hard copies as you work. This way, you won’t lose your material if your hard drive crashes or the file develops a glitch.

Developing a Working Bibliography

When you start your research, your instructor may ask you to prepare a working bibliography listing the sources you plan to use. Your working bibliography differs from your Works Cited page in its scope: your working bibliography is much larger. Your Works Cited page will include only those sources you have actually cited in your research paper.

To prepare a working bibliography, arrange your note cards in the order required by your documentation system (such as MLA and APA) and keyboard the entries following the correct form. If you have created your bibliography cards on the computer, you just have to sort them, usually into alphabetical order.

Developing an Annotated Bibliography

Some instructors may ask you to create an annotated bibliography as a middle step between your working bibliography and your Works Cited page. An annotated bibliography is the same as a working bibliography except that it includes comments about the sources. These notes enable your instructor to assess your progress. They also help you evaluate your information more easily. For example, you might note that some sources are difficult to find, hard to read, or especially useful.

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Research Paper: A step-by-step guide: 6. Taking Notes & Documenting Sources

• 1. Getting Started
• 2. Topic Ideas
• 3. Thesis Statement & Outline
• 4. Appropriate Sources
• 5. Search Techniques
• 6. Taking Notes & Documenting Sources
• 7. Evaluating Sources
• 8. Citations & Plagiarism
• 9. Writing Your Research Paper

Taking Notes & Documenting Sources

How to take notes and document sources.

Note taking is a very important part of the research process.  It will help you:

• keep your ideas and sources organized
• effectively use the information you find
• avoid plagiarism

When you find good information to be used in your paper:

• Read the text critically, think how it is related to your argument, and decide how you are going to use it in your paper.
• Select the material that is relevant to your argument.
• Copy the original text for direct quotations or briefly summarize the content in your own words, and make note of how you will use it.
• Copy the citation or publication information of the source.

There are different ways to take notes and organize your research. Check out this video, and try different strategies to find what works best for you. 

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Gould library, reading well and taking research notes.

• How to read for college
• How to take research notes
• How to use sources in your writing
• Tools for note taking and annotations
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Be Prepared: Keep track of which notes are direct quotes, which are summary, and which are your own thoughts. For example, enclose direct quotes in quotation marks, and enclose your own thoughts in brackets. That way you'll never be confused when you're writing.

Be Clear: Make sure you have noted the source and page number!

Be Organized: Keep your notes organized but in a single place so that you can refer back to notes about other readings at the same time.

Be Consistent: You'll want to find specific notes later, and one way to do that is to be consistent in the way you describe things. If you use consistent terms or tags or keywords, you'll be able to find your way back more easily.

Recording what you find

Take full notes

Whether you take notes on cards, in a notebook, or on the computer, it's vital to record information accurately and completely. Otherwise, you won't be able to trust your own notes. Most importantly, distinguish between (1) direct quotation; (2) paraphrases and summaries of the text; and (3) your own thoughts. On a computer, you have many options for making these distinctions, such as parentheses, brackets, italic or bold text, etc.

Know when to quote, paraphrase, and summarize

• Summarize when you only need to remember the main point of the passage, chapter, etc.
• Paraphrase when you are able to able to clearly state a source's point or meaning in your own words.
• Quote exactly when you need the author's exact words or authority as evidience to back up your claim. You may also want to be sure and use the author's exact wording, either because they stated their point so well, or because you want to refute that point and need to demonstrate you aren't misrepresenting the author's words.

Get the context right

Don't just record the author's words or ideas; be sure and capture the context and meaning that surrounds those ideas as well. It can be easy to take a short quote from an author that completely misrepresents his or her actual intentions if you fail to take the context into account. You should also be sure to note when the author is paraphrasing or summarizing another author's point of view--don't accidentally represent those ideas as the ideas of the author.

Example of reading notes

Here is an example of reading notes taken in Evernote, with citation and page numbers noted as well as quotation marks for direct quotes and brackets around the reader's own thoughts.

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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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Graduate Research: Note-Taking and Organization

• Getting Organized

Taking Notes

• Reference Managers

Taking Notes for Research Papers

How to Take Notes

First of all, make sure that you record all necessary and appropriate information: author, title, publisher, place of publication, volume, the span of pages, date. It's probably easiest to keep this basic information about each source on individual 3x5 or 4x6 notecards. This way when you come to creating the "Works Cited" or "References" at the end of your paper, you can easily alphabetize your cards to create the list. Also, keep a running list of page numbers as you take notes so that you can identify the exact location of each piece of noted information. Remember, you will have to refer to these sources accurately, sometimes using page numbers within your paper and, depending on the type of source, using page numbers as part of your list of sources at the end of the paper.

Many people recommend taking all your notes on notecards. The advantage of notecards is that if you write very specific notes or only one idea on one side of the card, you can then spread them out on a table and rearrange them as you are structuring your paper. They're also small and neat and can help you stay organized.

Some people find notecards too small and frustrating to work with when taking notes and use a notebook instead. They leave plenty of space between notes and only write on one side of the page. Later, they either cut up their notes and arrange them as they would the cards, or they color code their notes to help them arrange information for sections or paragraphs of their paper.

What to Put into Notes

When you take notes, your job is not to write everything down, nor is it a good idea to give in to the temptation of photocopying pages or articles.

Notetaking is the process of extracting only the information that answers your research question or supports your working thesis directly. Notes can be in one of three forms: summary, paraphrase, or direct quotation. (It's a good idea to come up with a system-- you might simply label each card or note "s" "p" or "q"--as a way of keeping track of the kind of notes you took from a source.) Also, a direct quotation reproduces the source's words and punctuation exactly, so you add quotation marks around the sentence(s) to show this. Remember it is essential to record the exact page numbers of the specific notes since you will need them later for your documentation.

Work carefully to make sure you have recorded the source of your notes and the basic information you will need when citing your source, to save yourself a great deal of time and frustration--otherwise you will have to make extra trips to the library when writing your final draft.

How to Use Idea Cards

While doing your research, you will be making connections and synthesizing what you are learning. Some people find it useful to make "idea cards" or notes in which they write out the ideas and perceptions they are developing about their topic.

How to Work with Notes

• After you take notes, re-read them.
• Then re-organize them by putting similar information together. Working with your notes involves re-grouping them by topic instead of by source. Re-group your notes by re-shuffling your index cards or by color-coding or using symbols to code notes in a notebook.
• Review the topics of your newly-grouped notes. If the topics do not answer your research question or support your working thesis directly, you may need to do additional research or re-think your original research.
• During this process, you may find that you have taken notes that do not answer your research question or support your working thesis directly. Don't be afraid to throw them away.

It may have struck you that you just read a lot of "re" words: re-read, re-organize, re-group, re-shuffle, re-think. That's right; working with your notes essentially means going back and reviewing how this "new" information fits with your thoughts about the topic or issue of the research.

Grouping your notes should enable you to outline the major sections and then the paragraph of your research paper.

Credit: Online Writing Center, SUNY Empire State College

Organize Your Notes

• After you take notes, re-read them. 
• Working with your notes involves re-grouping them by topic instead of by source. Re-group your notes by re-shuffling your index cards or by color-coding or using symbols to code notes in a notebook. 
• Review the topics of your newly-grouped notes. If the topics do not answer your research question or support your working thesis directly, you may need to do additional research or re-think your original research. 
• During this process, you may find that you have taken notes that do not answer your research question or support your working thesis directly. Don't be afraid to throw them away. 

Working with your notes involves a lot of repetition: re-reading, re-organizing, re-grouping, and even re-thinking how "new" information fits with your thoughts about the topic or issue of the research. Ultimately, grouping your notes will allow you to outline the major sections and paragraphs of your research paper.

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Useful Research Notes

Why is notetaking important, what should i note.

• Guidelines for good notetaking

5 Notetaking Pitfalls to Avoid

• Note templates

Good notes ask questions, summarize key points, analyse, connect to your thesis, and to other sources.

Taking notes helps you read analytically and critically. Notetaking also provides distance from sources, making it a useful strategy to avoid plagiarism.

Bibliographic or Reference Information

Before taking any notes on content, record the bibliographic information. For books, r ecord the author, title, publisher, place of publication, and date published and for journal articles, you need the name of the journal, the volume and issue numbers, the year published, and pages.

Summary or Paraphrase

Most of your notes will be of summaries of an author’s ideas, arguments, or findings with some paraphrases of more specific ideas. It is essential that you strive for accuracy. Do not confuse what you want research to show with what it does show, and do not make a point out of context. 

Facts and Figures

Be meticulous when you record facts or figures.

Quote thoughtfully and carefully; take note of context so you can be true to the author’s intent.  Remember to always place quotation marks around direct quotations in your notes.

Record important terms or words that need clarification. Your ability to use these words correctly and to define terms clearly will affect the success of your argument and analysis.

Response and Analysis

Record your insights and questions as you read; your notes will then provide that necessary balance between yourself and the material.

• Consider how the interpretation offered by the text addresses your topic and it relates to your thesis.
• Compare and contrast competing arguments between scholars.
• Assess the author’s use of evidence or the logic of his or her argument.
• Ask questions like “how,” “why,” and “so what?”
• Ask how your research supports your thesis or doesn't support it, as the case may be, and how you will have to deal with it in your essay.

Guidelines for Good Notetaking

• Have a clear direction: Maintain a clear focus on the purpose of your work. As you read and research, revise and modify your tentative thesis and outline.
• Organize your notes carefully: set up a folder for your research, save your digital files frequently and clearly label all files.
• Take point-form notes in your own words as much as possible: include your own thoughts and analysis about the reading. Make sure to note references and page numbers for all sources.
• Wait for breaks in the reading (paragraph, sub-section, chapter) before summarizing the author's ideas; then go back to specific details you wish to include.
• Once you have finished the whole text, review your notes, and summarize the key points and how they relate to your work.
• Taking too many notes: without a clear research direction, you may take far too many notes. Consider your purpose; only record ideas relevant to your topic and thesis and which have a place in your outline.
• Using sticky notes or highlighting instead of taking point-from notes: putting ideas into your words makes you think about material more carefully. It also helps avoid plagiarism.
• Copying and pasting from electronic sources: this makes it hard to remember if ideas belong to you or the author. In addition, you may rely too heavily on direct quotation in your paper, with little attention to analysis.
• Incomplete referencing: when you record references at the final stages of writing, it is easier to miss essential information or have difficulty finding the texts again.
• Recording content but not your analysis: ignoring your own response can lead you to a paper with too much summary and not enough analysis.