How do I …?

Just this week I was working with some other PhD students and we were discussing ways we keep track of our research.  Because there is a lot of research – books, journal articles, blog posts, web pages, and we want to have quick access with as little effort and duplication as possible.

First of all, I have a file naming convention (a throwback from my systems engineering days) that helps me quickly identify which articles I have already collected.  I name my files with 3 pieces of information:  last name of the first author, date of publication, and article title (or an abbreviated version).  Here’s what it looks like –

APA citation of article:  Gentikow, B. (2007). The role of media in developing literacies and cultural techniques. Digital Kompetanse, 2, 78–96.

My file name for the above article: Gentikow (2007) Role of media in developing literacies & cultural techniques.pdf

This makes it very easy for me to do a quick search of my saved articles to see if I already have a copy.  I just type in the name of the author in my search box and I can tell at a glance if I have the article, even without seeing the full title.  It is rather rare that an author will have 2 articles published in the same year with the same first few words of the title.

Unless the article is buried in many layers of folders, I can have a pretty long title but I try to make it as simple as possible.  I usually leave out all the articles like ‘the’ and ‘a’, replace ‘and’ with ‘&’, and use dashes to connect title to sub-title (or leave one of them out entirely).  Plus I have a lot of shorthand acronyms like OL=online, DE=distance education, and SM=social media.  [Eventually, I think I may have to create a cheat sheet of all my abbreviations & shorthand so I know what they mean, but so far it’s been working fine.]

Secondly, I have multiple copies of my research collection scattered across several computers and platforms.  At school, I use a PC and at home I have an iMac.  I also have a PC laptop that travels back & forth plus I use my iPhone & iPad for research (mainly quick searches & reading).  On all machines, I use Dropbox to synchronize my research.  This way if I add & start reading an article while I’m studying in the Library, it will already be in my collection at home when I want to finish it later that night.

During our conversation, there was a corollary to the above statement: “What would you recommend for …?” and someone asked about citation management systems.  I’ll save that answer for another post.  ~swb