research note taking template pdf

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Notetaking Templates

How to take useful notes.

• Taking Lecture Notes 
• Taking Notes on Readings

Taking Notes for Research

Template for lecture notes.

Download accessible version (Word doc) or this notetaking template to support your notetaking for lectures.

Video: Effective Lecture Notes

Template for Taking Notes on Readings

Taking notes on articles/books in the humanities and social sciences.

This notetaking template encourages organized notetaking and uses questions to elicit analytical responses to a text. Available to download accessible version (Word doc) .

Taking Notes on Scientific Papers

This notetaking template encourages organized notetaking and uses questions to elicit analytical responses to a scientific article. Available to download accessible version (Word doc) .

Excel is another useful platform for notetaking; this template allows you to capture key ideas from a source and encourages you to think about how you will use the source. 

13.5 Research Process: Making Notes, Synthesizing Information, and Keeping a Research Log

Learning outcomes.

By the end of this section, you will be able to:

• Employ the methods and technologies commonly used for research and communication within various fields.
• Practice and apply strategies such as interpretation, synthesis, response, and critique to compose texts that integrate the writer’s ideas with those from appropriate sources.
• Analyze and make informed decisions about intellectual property based on the concepts that motivate them.
• Apply citation conventions systematically.

As you conduct research, you will work with a range of “texts” in various forms, including sources and documents from online databases as well as images, audio, and video files from the Internet. You may also work with archival materials and with transcribed and analyzed primary data. Additionally, you will be taking notes and recording quotations from secondary sources as you find materials that shape your understanding of your topic and, at the same time, provide you with facts and perspectives. You also may download articles as PDFs that you then annotate. Like many other students, you may find it challenging to keep so much material organized, accessible, and easy to work with while you write a major research paper. As it does for many of those students, a research log for your ideas and sources will help you keep track of the scope, purpose, and possibilities of any research project.

A research log is essentially a journal in which you collect information, ask questions, and monitor the results. Even if you are completing the annotated bibliography for Writing Process: Informing and Analyzing , keeping a research log is an effective organizational tool. Like Lily Tran’s research log entry, most entries have three parts: a part for notes on secondary sources, a part for connections to the thesis or main points, and a part for your own notes or questions. Record source notes by date, and allow room to add cross-references to other entries.

Summary of Assignment: Research Log

Your assignment is to create a research log similar to the student model. You will use it for the argumentative research project assigned in Writing Process: Integrating Research to record all secondary source information: your notes, complete publication data, relation to thesis, and other information as indicated in the right-hand column of the sample entry.

Another Lens. A somewhat different approach to maintaining a research log is to customize it to your needs or preferences. You can apply shading or color coding to headers, rows, and/or columns in the three-column format (for colors and shading). Or you can add columns to accommodate more information, analysis, synthesis, or commentary, formatting them as you wish. Consider adding a column for questions only or one for connections to other sources. Finally, consider a different visual format , such as one without columns. Another possibility is to record some of your comments and questions so that you have an aural rather than a written record of these.

Writing Center

At this point, or at any other point during the research and writing process, you may find that your school’s writing center can provide extensive assistance. If you are unfamiliar with the writing center, now is a good time to pay your first visit. Writing centers provide free peer tutoring for all types and phases of writing. Discussing your research with a trained writing center tutor can help you clarify, analyze, and connect ideas as well as provide feedback on works in progress.

Quick Launch: Beginning Questions

You may begin your research log with some open pages in which you freewrite, exploring answers to the following questions. Although you generally would do this at the beginning, it is a process to which you likely will return as you find more information about your topic and as your focus changes, as it may during the course of your research.

• What information have I found so far?
• What do I still need to find?
• Where am I most likely to find it?

These are beginning questions. Like Lily Tran, however, you will come across general questions or issues that a quick note or freewrite may help you resolve. The key to this section is to revisit it regularly. Written answers to these and other self-generated questions in your log clarify your tasks as you go along, helping you articulate ideas and examine supporting evidence critically. As you move further into the process, consider answering the following questions in your freewrite:

• What evidence looks as though it best supports my thesis?
• What evidence challenges my working thesis?
• How is my thesis changing from where it started?

Creating the Research Log

As you gather source material for your argumentative research paper, keep in mind that the research is intended to support original thinking. That is, you are not writing an informational report in which you simply supply facts to readers. Instead, you are writing to support a thesis that shows original thinking, and you are collecting and incorporating research into your paper to support that thinking. Therefore, a research log, whether digital or handwritten, is a great way to keep track of your thinking as well as your notes and bibliographic information.

In the model below, Lily Tran records the correct MLA bibliographic citation for the source. Then, she records a note and includes the in-text citation here to avoid having to retrieve this information later. Perhaps most important, Tran records why she noted this information—how it supports her thesis: The human race must turn to sustainable food systems that provide healthy diets with minimal environmental impact, starting now . Finally, she makes a note to herself about an additional visual to include in the final paper to reinforce the point regarding the current pressure on food systems. And she connects the information to other information she finds, thus cross-referencing and establishing a possible synthesis. Use a format similar to that in Table 13.4 to begin your own research log.

Types of Research Notes

Taking good notes will make the research process easier by enabling you to locate and remember sources and use them effectively. While some research projects requiring only a few sources may seem easily tracked, research projects requiring more than a few sources are more effectively managed when you take good bibliographic and informational notes. As you gather evidence for your argumentative research paper, follow the descriptions and the electronic model to record your notes. You can combine these with your research log, or you can use the research log for secondary sources and your own note-taking system for primary sources if a division of this kind is helpful. Either way, be sure to include all necessary information.

Bibliographic Notes

These identify the source you are using. When you locate a useful source, record the information necessary to find that source again. It is important to do this as you find each source, even before taking notes from it. If you create bibliographic notes as you go along, then you can easily arrange them in alphabetical order later to prepare the reference list required at the end of formal academic papers. If your instructor requires you to use MLA formatting for your essay, be sure to record the following information:

• Title of source
• Title of container (larger work in which source is included)
• Other contributors
• Publication date

When using MLA style with online sources, also record the following information:

• Date of original publication
• Date of access
• DOI (A DOI, or digital object identifier, is a series of digits and letters that leads to the location of an online source. Articles in journals are often assigned DOIs to ensure that the source can be located, even if the URL changes. If your source is listed with a DOI, use that instead of a URL.)

It is important to understand which documentation style your instructor will require you to use. Check the Handbook for MLA Documentation and Format and APA Documentation and Format styles . In addition, you can check the style guide information provided by the Purdue Online Writing Lab .

Informational Notes

These notes record the relevant information found in your sources. When writing your essay, you will work from these notes, so be sure they contain all the information you need from every source you intend to use. Also try to focus your notes on your research question so that their relevance is clear when you read them later. To avoid confusion, work with separate entries for each piece of information recorded. At the top of each entry, identify the source through brief bibliographic identification (author and title), and note the page numbers on which the information appears. Also helpful is to add personal notes, including ideas for possible use of the information or cross-references to other information. As noted in Writing Process: Integrating Research , you will be using a variety of formats when borrowing from sources. Below is a quick review of these formats in terms of note-taking processes. By clarifying whether you are quoting directly, paraphrasing, or summarizing during these stages, you can record information accurately and thus take steps to avoid plagiarism.

Direct Quotations, Paraphrases, and Summaries

A direct quotation is an exact duplication of the author’s words as they appear in the original source. In your notes, put quotation marks around direct quotations so that you remember these words are the author’s, not yours. One advantage of copying exact quotations is that it allows you to decide later whether to include a quotation, paraphrase, or summary. ln general, though, use direct quotations only when the author’s words are particularly lively or persuasive.

A paraphrase is a restatement of the author’s words in your own words. Paraphrase to simplify or clarify the original author’s point. In your notes, use paraphrases when you need to record details but not exact words.

A summary is a brief condensation or distillation of the main point and most important details of the original source. Write a summary in your own words, with facts and ideas accurately represented. A summary is useful when specific details in the source are unimportant or irrelevant to your research question. You may find you can summarize several paragraphs or even an entire article or chapter in just a few sentences without losing useful information. It is a good idea to note when your entry contains a summary to remind you later that it omits detailed information. See Writing Process Integrating Research for more detailed information and examples of quotations, paraphrases, and summaries and when to use them.

Other Systems for Organizing Research Logs and Digital Note-Taking

Students often become frustrated and at times overwhelmed by the quantity of materials to be managed in the research process. If this is your first time working with both primary and secondary sources, finding ways to keep all of the information in one place and well organized is essential.

Because gathering primary evidence may be a relatively new practice, this section is designed to help you navigate the process. As mentioned earlier, information gathered in fieldwork is not cataloged, organized, indexed, or shelved for your convenience. Obtaining it requires diligence, energy, and planning. Online resources can assist you with keeping a research log. Your college library may have subscriptions to tools such as Todoist or EndNote. Consult with a librarian to find out whether you have access to any of these. If not, use something like the template shown in Figure 13.8 , or another like it, as a template for creating your own research notes and organizational tool. You will need to have a record of all field research data as well as the research log for all secondary sources.

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Note-Taking Template for Journal Articles

Download the Word Document: Note Taking Template for Journal Articles Word Document Download the PDF: Note Taking Template for Journal Articles PDF

Use this worksheet to help you take notes and learn important content in journal articles.

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Library Learning Commons

Innovating tomorrow by educating today

• Staff Resources
• Research Process
• Note-Taking
• Note-Taking Templates
• Note-Taking Checklist
• 1 Reference Source Templates
• 1.1 Online Doc/Printable Downloads
• 2 Book Source Templates
• 2.1 Online Doc/Printable Downloads
• 3 Journal Source Templates
• 3.1 Online Doc/Printable Downloads
• 4 Website Source Templates
• 4.1 Online Doc/Printable Downloads

Use these templates to take notes from different kinds of sources. These templates will help you to understand:

• what kind of information to gather from each kind of source
• how to keep track of what data you got from each source
• what further information you need to gather

Each template is available in Google Doc format, for your convenience. Some WRDSB high schools have versions of these templates which have been customized to suit that school’s specific requirements. Check your school library website for further information.

Reference Source Templates

• Use for finding facts and figures
• Note information that needs to be verified by checking other sources
• Jot down potential sub-topics suggested by information from each source
• Record source information (title, date, etc.)

Online Doc/Printable Downloads

• MLA Reference Encyclopedia G-Doc
• APA Reference Encyclopedia G-Doc
• MLA Specialized Print Encyclopedia G-Doc

Book Source Templates

• Record main ideas in point form
• Take note of your own responses to these ideas, or questions that you have about them
• Record any great quotes that you find that support your main ideas: be sure to copy the quote exactly and note the page number for your citation
• Record source information
• MLA Book G-Doc
• APA Book G-Doc
• CMS Book G-Doc
• APA Book Chapter G-Doc
• MLA Anthology G-Doc
• CMS Anthology G-Doc

Journal Source Templates

• Use for print or online journals, and for journal articles accessed through an online database from the Virtual Library
• Take note of your own responses and ideas
• Record quotes that support your ideas: be sure to copy the quote exactly
• MLA Journal Magazine G-Doc
• CMS Journal Magazine G-Doc
• APA Academic Journal with DOI G-Doc
• APA Periodicals without DOI (magazines, popular journals, news articles) G-Doc

Website Source Templates

• Note main ideas in point form
• Record your own responses to these ideas
• Note information that needs to be verified from another source
• Identify the steps you took to validate this source: when researching from the web, you are particularly responsible for making sure that your source is reliable
• APA Website G-Doc
• MLA Page from Website G-Doc
• APA Page from Website G-Doc
• CMS Page from Website G-Doc
• CMS Online Image G-Doc
• APA Online Multimedia G-Doc
• MLA Online Multimedia G-Doc
• CMS Online Multimedia G-Doc

This information expires once printed. Please always refer to the online version for the most current information.

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User Research Center

User research note taking guide, by meg mcmahon.

Taking notes is a vital part of the User Research process. It helps all of the researchers gain a shared understanding of the interviews during the analysis phase of the project.

As a note taker, you need to decide what is important to include to inform the tasks or questions asked in the interview and what information could help answer the research questions or further the goals of the study. Note taking is not creating a transcript (if you need a transcript, we can use dictation software).

Before Taking Notes

• Become familiar with the following documents and aspects of the project: the project plan, script, and any important background information on the project.
• Use a shared notes grid with a column for each participant and rows for each task or question.
• Use a notes doc template; each participant has their own document that includes the participant details and the questions.
• Use Dovetail , a web-based note taking tool or a different web-based tool.
• Check the moderator notes field for context for this specific interview. (This is found at the bottom of a shared notes grid, at the top of a participant notes doc, or at the top of a Dovetail participant area.)

Note Taking

It is the note takers job to note anything that actually happened in the meeting. This may include things that were said as well as sounds or body language that may indicate feelings. In capturing notes pay attention to the following:

• Frustrations
• “Wow” or positive moments
• Gaps in knowledge, moments when a participant doesn’t have the necessary knowledge in relation to the task or question.

Do’s and Don’ts of Notetaking

Use the word “participant”.

At the URC we refer to all the individuals who participate in our studies as “participant” not user, interviewee, or by their name.

Add timestamp of the insight

Timestamps are helpful to have for reference, especially if video clips are needed for the report.

Don’t make assumptions in the notes, stay true to the facts

When taking notes, state what happens opposed to assuming behavior of the participant or making generalizations about the system.

Keep a consistent format

Be sure to stay in the chosen format for the notes.

Use quotations when it makes an impact

If a participant says something that is directly related to a theme you find during analysis, it is helpful to record the quote as a record of that theme within the research.

Paraphrase when appropriate

If a participant’s quote is long and includes pieces of information that are not directly related to the key finding with the phrase, shorten the phrase.

Look for unspoken body language or emotions

Add notes about what body language a participant is using when speaking or trying to accomplish a task.

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Study Skills Tip Sheets: Note Taking

Note taking strategies.

• Effective Note Taking Strategies (pdf)
• A *Colourful* Way to Learn (pdf)
• Create a Mind Map
• Shorthand and Abbreviations (Laurier University)
• The Cornell Note Taking System (Laurier University)
• The Cornell Note Taking System (Stetson University)
• Cornell Notes TEMPLATE (pdf)
• Notemaking 10 Top Tips Mind Map (learnhigher)
• Douglas College: Lecture Note-Taking Handout Great comprehensive guide on taking notes, starting with points of what to do before class and follows by tips on taking notes during and after class.
• Effective Note Taking Strategies Learn steps in note taking before, during and after a lecture (Utah State University).
• Taking Notes: 5 College Success Tips This site describes five steps for developing your note taking skills for university lectures including strategies such as going to class prepared, developing a notetaking method that works for you, and reviewing and editing your notes. Well worth the read! (Jerz's Literacy Weblog )
• Note Taking Systems California Polytechnic State University outlines 5 different note taking systems.
• Mind Maps: From chaos to order Have a look at this page (and handout further down the page) for reasons why you may want to use mind mapping and instructions for getting started. * Be sure to open the pdf found partway down the page as it expands on the page content.
• Digital Note Taking More and more students are using their computers to take notes. It's important not to fall in a 'typing every word that an instructor says and writes on the board'. Massey University proposes a set of questions and suggestions which are worth before moving note taking into the digital world.

• The 3 Step Method to Note Taking (5:08) Actively learn while taking notes in class with this 3 step method by Wellcast videos.
• Three-minute Video on Note Taking Skills (3:08) Part of UBC's 3-min tutorial videos, this video explains note-taking through the use of the acronym LISTEN.
• How to Take Cornell Notes (5:26) High School Biology Teacher Jennifer DesRochers does a great job in explaining how to use the Cornell Note Taking System.
• Taking Useful Class Notes - Online Workshop (U of Manitoba) Recorded Workshop is no longer available, link leads to lecture slides.
• Mind Mapping - Tony Buzan (5:38) Mind mapping takes advantage of the associations we make between words or concepts and puts it into a connected picture. Tony Buzan, the inventor of Mind Maps explains the theory and technique underlying the concept.

How to Highlight

Great Example of using highlighters when making notes.

Sketch Note Taking

Sketchnoting for College Students Video (5:27)

Mind Mapping

Image Source: http://infiniteminds.info/images/How_to_use_Mind_Maps.jpg

• Mind Mapping Video Video describing mind mapping, produced by MindTools. Simple, easy to follow instructions of the basics for creating mind maps.
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• Sample Research

FREE 10+ Research Note Samples in MS Word | PDF

Students and researchers need to obtain linguistic skills to use with different types of research concepts. If you’re a student or researcher, whatever the original discipline you studied, you should develop a basic competence in certain subjects in order to be able to write effectively about research methods. Also, having an understanding of the meaning of research terms is useful in your research work. But you also need to write a research note. In this article, we will provide some beneficial tips that you should learn and apply while writing your research note.  Plus, we include note samples that you can use. Please continue reading!

Research Note

Free 10+ research note samples, 1. research note template, 2. research note organizer, 3. research note in word template, 4. research note outlines template, 5. self-serving research note, 6. formal research note template, 7. professional research note template, 8. rural research note template, 9. research notes and report, 10. sample research note template, 11. sample research note, what is a research note, how to write a research note , 1. identify your research goals and objectives, 2. select your preferred note-taking methods and strategies, 3. use abbreviations, acronyms, initialism, or phrases, 4. create some sketchnotes or visual notes , what is a research note in a journal, how important is note taking in the research process, what are the 3 types of note-taking, what is the most important part of the note-taking process.

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Several businesses , organizations or professionals use a research note which is composed of short preliminary studies, descriptions of unanticipated and possible unidentified observations or lab protocols that can be written in a short report with a few illustrations such as figures/tables, or even a single figure. 

What are the two main objectives that you must fulfill for your research  project in several months? What are the things you need for your ethnographic fieldnotes ? These are the typical questions that you need to contemplate while taking down notes. Below are important ways you can do while preparing this document:

Why do you want to perform your research work in the first place? What kind of information do you need to record in your research journal? Identifying clear research goals and objectives for your research work is very essential in taking down notes . 

Fiona McPherson wrote in her book “ Effective Notetaking ” that note-taking is primarily a tool to encode information effectively in your memory and your working memory capacity affects your ability to take notes. Some common methods are outlining, mapping, charting, sentence, and the Cornell method.

Moreover, there are a number of strategies that you can select from which includes highlighting, headings, and summaries. Highlighting helps in your concentration and when the text is of relatively low-density. Headings are classified as organizational signals that produce better outlines and better memory for the main points of a text. While summaries are used as guides for your research study.

If you’re recording notes during an interview , a conversation, a speech event, or surveys, we recommend that you use abbreviations, acronyms, initialism or phrases to effectively shorten sentences and quickly jot down important points in normal speech. 

An abbreviation is a way to shorten a phrase but with a minimal difference without making a new word or phrase (Example: Ave. for avenue).  While an acronym is a way of shortening a phrase by combining the first letter of each word in the phrase (Example: NCT for Neo Culture Technology). 

If you’re a visual learner, an article suggested that you should do some sketchnotes. Created by designer and author Mike Rohde, this unique method combines traditional handwritten notes with symbols, drawings, charts, and other creative elements. Use visual cues to enhance memory retention. Develop ideas more comprehensively by making connections between points.

Research notes are similar to  discussion notes to seek in progressing a new idea, theoretical perspective, research program, or methodological approach in organization studies.

ThoughtCo. explains in their article that note-taking is the practice of writing down or otherwise recording key points of information. It’s a significant part of the research process. Notes taken on class lectures or discussions may serve as study aids, while notes taken during an interview may provide material for an article, book, or essay.

The three note-taking styles are outline, visual, or Cornell . Outline and visual notes are quick personally, but need more work after class to make them useful while Cornell notes take the most work directly, but are the most valuable for studying or reviewing.

An article stated that “academic skills centers and other authorities on effective study skills consider reviewing and editing class notes to be the most important part of note-taking and essential to increasing learning capacity.” It is really fundamental to review your notes within 24 hours to retain what you have learned in your mind.

Remember that the main significance of note-taking for your research work is through its effect on how you encode the information in your brain. That’s why the act of note-taking is more essential than the result. You need to be able to paraphrase, organize, and make sense of the information while taking notes. To help you in recording your research notes or ethnographic fieldnotes, you can click and download our templates here!

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• FREE 10+ Research Note Templates in PDF | MS Word

1. Research Note Template

2. price discrimination research note template, 3. research notes and reports template, 4. rural research note template, 5. retirement planning research note template, 6. sample research note template, 7. self serving research note template, 8. research note template in doc, 9. research note organizer template, 10. standard research note template, 11. research note outlines template, what is a research note, how to make notes for your research, note templates.

A research note is referred to a statement from a brokerage company or other investment consulting service that addresses a particular item of security, business, market or news. Research notes are usually intended to contain moment-sensitive information that relates to the previous session of the current day or to some event in the near future.

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1. Determine the Kind of Ideas You Need to Record

2. do not write more than necessary, 3. label your notes intelligently, more in note templates, editable research flowchart template, research poster template for keynote, education research agenda template, research agenda template, legal research methodology ppt template, medical research template, research template, high school research template, research proposal template, detailed financial research template.

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