I spent the better part of today playing around with bibliographic management tools. At the beginning of the day, I had several (small) EndNote libraries that I’ve been adding to for my PhD as well as a few other projects. I am, however, rather lazy, and I realised this morning that getting things I find on the web into EndNote X3 was far too cumbersome for my liking.

Sure, I could have walked up to campus in the torrential rain (and I’m not exaggerating about the rain, either) to get a copy of X4, which can extract metadata from PDFs. But, you know… lazy (and far too much of a princess to get that wet).

Having watched Howard Rheinghold’s explanation of how he uses “Twitter, search, Diigo, Delicious, DEVONthink, Scrivener to find, refine, organize information –>knowledge“, I started to think that maybe I should be looking for a new tool. While I was pondering downloading a trial of DEVONthink, Kathryn Greenhill tweeted the suggestion that a combination of Mendeley and Zotero, with full text stored in Dropbox, might work. I’m a Zotero fan, but I’ve been worried about scalability and the logistics of using it to manage something as big as a PhD. But essentially, I was already sold on Zotero as a tool. Mendeley, however, I had no experience with, so I decided to download it and have a play.

It was love at first site.

But back a couple of steps… The path to get my data into Mendeley was fairly smooth… I exported my EndNote libraries and then imported them, one-by-one, into Zotero. Then I did a bit of organisation to put my references into collections. After that, I downloaded Mendeley, installed it, signed up for an account, and turned on the function to continuously sync with Zotero. And bingo! All my references magically appeared in Mendeley.

Here’s what made me fall instantly in love with Mendeley:

  • The idea of being able to extract metadata from PDF files to populate item information. I say ‘idea’ because in reality, the examples I tried were great big failures, resulting in references that looked nothing like what they should have – wrong author, wrong title, wrong date, wrong publication, wrong topic… My intention had been to then export references created this way to Zotero – another great idea that didn’t work in practice.
  • Mendeley prompts you – with an unmissable dialogue box at the top of the data pane – to check and verify references when you import them. Given my experience with the quality of data imported into EndNote, I was really excited to see that new references were flagged to check, and just as importantly for lazy me, that with a single click I could search Google Scholar by title to verify the details. The final win on this front is that any details that aren’t correct automatically get fixed, and voila! You have beautiful data. If the item can’t be found by a title search, you can add the DOI for the item to the DOI field and retrieve the data that way – again, with a single click.
  • I really, really like being able to see at a glance what I’ve read and what I haven’t. Mendeley allows you to toggle a small dot beside each title from grey (unread) to green (read). Yeah, I could tag stuff as unread in Zotero, but I know from using this tactic in delicious that I’ll never remember to go back and edit the tags.
  • Functionality to view and annotate full text attachments is available in Mendeley – and it’s nice functionality, too. For a blissful couple of hours, I saw myself forsaking my nemesis, the office photocopier, forever.
  • Zotero integration means I can continuously download references from Zotero to Mendeley without any effort whatsoever. This appealed to me primarily because I wanted to use Zotero to capture data while trawling the web, and to integrate with Word when I’m writing, but I wanted to use Mendeley to verify data, and view and annotate full text.

Here’s where it all fell to pieces:

  • Syncing only works in one direction: Zotero to Mendeley. There’s no functionality in either Zotero or Mendeley to support automatic updates of Zotero. Strike one.
  • I kept getting duplicates in my Mendeley library. I puzzled over this for ages, until I realised it was only happening for references that came from Zotero, but which I had edited in Mendeley (to correct errors in the data). Turns out the automatic syncing functionality kept pulling in the references from Zotero, because they didn’t look the same as the references in Mendeley. Strike two. Which leads me to my next point…
  • Deduping is tedious. (That’s such a library geek word, isn’t it?!) Identifying and removing duplicate records in Mendeley is an entirely manual process. Find, compare, right click, delete. Repeat. And then repeat again because you forgot to turn off the automatic sync with Zotero. And then repeat again because you turned it back on just to double check your hypothesis. Strike three.

So, my short-lived love affair with Mendeley is over. I’ll watch developments, though, because I’m definitely open to giving it another try if and when an an automatic function for identifying and removing duplicates is added, and Zotero sync becomes a two way street.

The task monster in me feels as though I wasted a day messing about… But as one wise tweep of mind said to me today: I know that part of working with new tools is spending some serious time messing around.

My next challenge will be to have a play with Scrivener and decide if it will work as a repository for my notes, and potentially a tool for writing my whole thesis (and all the other smaller outputs along the way). Part of that task will be working out how Evernote (which I’m using now for note taking and brain storming) and Scrivener will differ in terms of my workflows (aside from the fact that Scrivener is better suited to writing content). As a part time student, I’m going to be working on this beast intensively for periods, and taking chunks of break time while I prioritise teaching and other research commitments. I’ll need to be really organised to manage that. Plus, I want to be able to store content I produce along the way in a manner that makes it easily reusable in different forums – from my proposal, to my confirmation of candidature materials, to journal articles, to the thesis itself. But that is most definitely a challenge for another day.

After a whole lot of thinking, and much angsting, I’ve come up with what I think is a fairly solid research question for my PhD:

What is the nature of information practice* in social media spaces, as experienced by new mothers?

Let me unpack that some.

When theorists in information studies talk about “information behaviour”, they tend to be talking about information seeking and use. But I think there’s more to “information behaviour” (or “information practice” or “information experience”) than seeking and use. And I think this is perhaps particularly true in social media spaces. I’m very tempted to elaborate on that, but I’m working really hard to put my personal frame of reference aside here, and to avoid making hypotheses. I’ll be using Grounded Theory (GT) to work at developing new theory in this space, and the fundamental idea with GT is that the theory is grounded in the data. It’s about developing a theory that fits the data, not collecting data to test a hypothesis or fit an existing theory.

I’ve decided to focus on new mothers because I’ve spent the last year or two observing what I think are some interesting “information practices/behaviours” amongst my new-to-motherhood friends. Mothers have particular – and, I think, particularly extensive/intensive – information needs. In addition to that, there’s a whole lot of social theory that’s particularly relevant here, too – theory about the experience of being a new mother. My feeling is that they’ll be a particularly interesting cohort.

At this stage, I think my approach to data collection will be twofold: my intention is to conduct in depth interviews, as well as observation. When it comes to observation, I’ll be drawing from Ethnography, and in particular, Internet Ethnography. I’m excited about getting my hands on some data, but that’s some way off yet.

My intention was to pursue PhD by publication. There are lots of reasons that I think this is the best path for me – I won’t go into them in detail, but chief among them is that I think publication, rather than thesis, is particularly relevant for technology related topics. Now that I’ve quite firmly decided on GT as my methodology, I’m just not sure how feasible this is going to be. GT requires you to engage in simultaneous data collection and analysis, with early results guiding later directions for the research. (that’s an oversimplification, but the general gist is there). I just don’t think that GT lends itself to publication along the way – unless it’s the publication of half baked theories. But we’ll see. I don’t need to make that decision right now, so I’m running with the idea of producing a thesis, and I’ll firm that up in the next six to twelve months, as I head towards confirmation of candidature.

My next job is to submit my “Stage 2″ document, which is essentially a 20 page research proposal. Normally that’s done over six months (for part time candidates), but I’m working to have a solid draft by early November. My goal for this weekend is to write up the methodology components of the plan. This should help me solidify some of my thoughts on the methodology. There’s two schools of thought around GT – one says you should consult the literature before collecting data, and the other says you shouldn’t (so that you don’t have preconceived ideas). I need to make a decision on which way I’m going to go, and working on the methodology section of the proposal should help with that. I’m looking forward to getting some words down on the page, and hopefully to organising my thoughts a little.

* I’m undecided about terminology here. The current definitions of “information practice” and “information behaviour” don’t fit – aren’t broad enough – and I suspect that part of the research process will involve coming up with the ‘right’ words to describe what I mean here.

I officially started my PhD in early September, and this post has been germinating since then. This is the first of what I’m sure will be many self-indulgent, reflective posts on the PhD process… It’s more about processing my thoughts than anything else. So please, indulge me, or otherwise, feel free to move on to the next post in your feed reader!

The PhD – or at least, getting started with it – has been occupying a lot of my thinking time for most of the year. My intention was always to get started in the second half of the year, when my teaching load would be lighter, and when I hopefully would have settled into academic life. The middle of the year rolled around pretty fast…

It (the PhD) feels like an insurmountable challenge, I have to say, and that feeling has probably been heightened by my personal circumstances, and by the challenges of making the transition to academia. I love teaching, I love research, and I love being an academic, but it certainly is a different way of life, and I’m still working out the nuts and bolts of how to fit everything in. Now I’m adding a PhD into the mix. Alas, this is something I’ve always wanted to do, and while I’m maybe a couple of years ahead of when I thought I’d actually be doing it, and while other aspects of my life are in a bit of flux, I think the timing is still right.

No matter how right the timing, though, the insurmountable-ness of the whole thing is still the most dominant of all the feelings I’ve got about this beast.

Part of the issue (aside from the sheer size of this challenge) is that this is completely new territory for me. I’m going to be working in an area of information studies in which I have no background, with an unfamiliar methodology. This is not a comfortable space for me. I like to do well at things. All things. I don’t dislike making mistakes. I absolutely, wholeheartedly detest making them. I’m not the kind of person that wants to learn by making mistakes. And I certainly don’t want to learn by making mistakes publicly. I am fond of learning by doing, but I leave myself absolutely no room for error in the learning process. This is so fundamentally wrong that I’m rather ashamed to admit it here. It goes against everything that I preach (and believe) as an educator. I’m great at supporting others through the process of learning by doing, of overcoming and learning from mistakes. I just won’t support myself through it – I’m far more likely to beat myself up about it.

And there, friends, is my first PhD revelation: I need to get comfortable with being the newbie. I’m going to have to hand over work that’s not polished and perfect, or anywhere near complete, for my supervisors to give me feedback on. Shock! Horror! This is a girl who does not write in drafts; a girl that likes to get it right first time, every time. Those are unfair and unrealistic expectations to put on myself, especially when it comes to the PhD. And, they’re probably counter to the whole notion that this PhD thing is my research training. A very wise woman once said to me: “If your PhD was the best piece of research you produced in your career, I’d be worried”. I paid that notion lip service for a while there. “Sure,” I thought, “it’s my training. Doesn’t mean I can’t try to be perfect at it.” Now that I’m actually reading, writing, thinking on this beast in earnest, I’ve realised that there’s about a million mistakes I could make along the way, and about a million things I have to learn. Perfection is not going to happen.

My second PhD revelation relates to the first, and I think it makes the first easier to deal with. I realised this not some pilgrimage I’m taking on my lonesome, in search of the holy grail at the end of the rainbow (or something). This is, in fact, one of the biggest collaborative endeavours I’ve been involved in. I think what triggered this realisation was my first supervisory meeting, in which I sat down with my supervisor and admitted to just how nebulous my thoughts were on my topic. We spent the rest of the meeting talking through ideas, and round and round in circles. But I walked away realising that I’m not supposed to have all of the answers, and that there are people who are invested in helping me find them.

My co-conspirators on the PhD journey are numerous. There’s obviously my supervisors, who are guiding me, providing advice, talking through my half-formed thoughts with me, collaborating with me on the development of ideas, facilitating connections with other researchers… But there’s also the broader research group I’m positioned in – the other research students, as well as other staff. On top of that, I’ve also got a couple of great PhD buddies – one who sits at the next desk, and one who is a couple of states away. These guys provide moral support, pats on the back and regular sanity checks, as well as sharing knowledge and readings and thoughts that are relevant to my PhD (and I hope the reverse is true!). I feel very grateful to have them both. (And I know this is starting to sound like an Oscars acceptance speech, but I’ve really got to acknowledge that my family and friends are co-conspirators, too. There’s certainly no way I’d be able to pull this off unless they were participating, too.)

It’s been quite liberating to realise this is not a solitary endeavour. It makes the whole thing seem a little more achievable – a little less like hard work, and a little more like fun. It takes the edge of the feeling that this thing is an insurmountable challenge (though it certainly doesn’t make that feeling disappear!).

So, I’ve found my training wheels, gotten a little more comfortable with the idea of wearing them (though still not completely comfortable), and a little more accustomed to the idea that a PhD is a collaborative thing. I’m not expected to be an expert, and I’m not in it alone. Revelatory stuff.

Last Monday was my first official day as a PhD student. Notably, I’ve done nothing towards it (other than thinking while commuting…), but I did come across two really useful blog posts last week that I thought I’d share here:

Some great strategies and tips in both of these posts, but I particularly identified with the second post, because my intention is to blog my PhD journey. I’m hoping to use this as a reflective space to work through ideas. I realise this will leave me wide-open for public scrutiny, but that actually really appeals to me. It’s going to be a long, and probably bumpy, ride!

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