Categories
Philosophy of Science

Phenomenology Explained Simply (Philosophy, Husserl, Method)

Have you come across the term “phenomenology” but have no clue what it actually means?

Then this article is just for you.

We’re going to break down mysterious concepts like “transcendental reduction,” “epoché,” and “Intuition of Essences” Sounds like something far removed from empirical science as we know it? Exactly and that’s what makes this topic so fascinating.

But don’t worry, I’ll explain phenomenology in a way that’s easy to understand, showing you how this school of thought and its methodology can be applied beyond dense philosophical texts.

The Philosophy Behind Phenomenology (Husserl)

Phenomenology as a philosophical discipline emerged in 1900 with the publication of Logical Investigations by Edmund Husserl, a foundational work that established phenomenology as a distinct methodological approach to studying consciousness. In this work, the philosopher introduced a novel method for examining and exploring consciousness.

What a game-changer!

At the time, psychology was still a young discipline claiming to study consciousness scientifically. To understand why Husserl’s approach was so radical, we need to consider the dominant paradigm of psychology at that time.

Psychology was heavily influenced by positivism – the empirical, numerical study of psychological phenomena modeled after the natural sciences. While this remains the dominant approach in psychology today, it’s far less dogmatic than it was back then.

(If you want to learn more about positivism and how it differs from other epistemological positions, check out my tutorial on ontology, epistemology, and methodology).

Phenomenology fundamentally opposes the positivist mindset, which is why Husserl’s ideas caused such an uproar.

Husserl’s main issue with the prevailing natural science approach was that it entirely ignored the perceiving subject. Yet, things can appear differently to different individuals depending on how their consciousness presents them.

Phenomenology struggled to gain acceptance at first and still holds something of an outsider position today. Nevertheless, Husserl’s work left an indelible mark on the history of philosophy, establishing phenomenology as one of the most significant intellectual movements to originate in Europe.

The Core Idea of Phenomenology

Phenomenology focuses on the phenomenon of consciousness and its various manifestations. The term itself breaks down into “phainomenon” (that which appears) and “logos” (science or study). Phenomenology, therefore, is the science of things as they appear to us.

According to Husserl, the way things appear in our consciousness provides the most powerful basis for acquiring new knowledge.

In other words, the “exact” natural sciences are not the only valid path to discovering new insights. Husserl argued that the human sciences, which approach the world through subjective experience, can also yield valuable knowledge, especially about how we come to understand things.

Phenomenological research should focus on things as they are experienced, free from assumptions and biases. Husserl’s call to suspend biases does not mean that we must completely erase our personal perspective or way of perceiving. Rather, it aims at making us aware of how our preconceptions and assumptions shape our perception and ensuring that we account for these influences in our analysis. Recognizing and reflecting on biases is a crucial part of the phenomenological process.

Husserl identified two key principles for studying consciousness.

(Warning: things are about to get a little mind-bending.)

phenomenology

#1 Consciousness Is Intentional

According to Husserl, every experience in consciousness is directed toward an object. This object could be:

  • Real (e.g., the tree outside your window)
  • Dead (e.g., Edmund Husserl himself)
  • A mental construct (e.g., your idea of Hawaii if you’ve never been there)

That’s already quite a concept to wrap your head around, but it gets even more intriguing:

An intentional act of consciousness can be “full” or “empty.” Imagine waking up in the morning and reaching for your glasses on the bedside table. You know they are there, you need them, and you put them on.

Now imagine you misplaced your glasses the night before. You wake up with the intention of finding them. A disheveled, half-awake person stumbles around the apartment, blindly feeling for objects. An absurd scene, right? But when you understand “empty” intention, the act of searching for an object vividly present in your mind but not in your immediate perception, it suddenly makes perfect sense.

#2 Consciousness Is Separate from Sensory Perception

The second fundamental principle of phenomenology states that sensory perception and conscious experience are distinct. When we feel or see something, we process it in our consciousness—this much is clear. Consciousness functions as the operating system that processes sensory input.

But we can also perceive things in entirely different ways. Imagine you’re in the shower, and out of nowhere, you have a brilliant idea. Where did it come from?

There was no external stimulus or sensory experience that triggered the thought. This means consciousness can be a medium for both sensory and non-sensory experiences.

If we truly want to study consciousness, Husserl argued, we must internalize both of these principles.

The Phenomenological Method

So, how exactly do we study consciousness?

According to Husserl, the process involves three steps:

  1. Describing the object under investigation
  2. Applying transcendental and phenomenological reduction
  3. Gaining an intuitive grasp of essences (Wesensschau)

Before beginning these steps, Husserl insisted that researchers must set aside all prior knowledge that does not stem from direct conscious experience. This process is called “bracketing” or epoché.

#1 Describing the Object of Investigation

The first step involves describing the experience of the object in as much detail as possible from the perspective of the experiencing subject.

In phenomenology, the researcher and the subject of research are often the same person, meaning the philosopher records their own experiences.

When applied in social sciences, phenomenological methods typically use interviews. As a researcher, your goal is to elicit the most detailed description of the subject’s experience.

A good interviewer remains as neutral as possible and encourages the subject to speak freely. For further reading on phenomenological interviews, check out the references linked in the accompanying YouTube video.

#2 Transcendental and Phenomenological Reduction

In this step, the researcher adopts a transcendental attitude, setting aside all empirical knowledge about the object. The focus is solely on the conscious experience. The conditions of this experience are philosophically examined.

For practical applications outside Husserl’s strict philosophical approach, researchers often introduce a compromise. Instead of excluding the external world entirely, they consider the “horizon”—the situational context and external influences shaping the experience.

If someone describes their experience in the metaverse, for example, researchers still acknowledge that it takes place in a virtual environment and interpret the experience accordingly.

#3 Intuition of Essences (Wesensschau)

In the final step, Husserl attempts to determine how the object appears to consciousness. He conducts “imaginative variations,” altering different aspects to see how perception changes. If modifying an element changes the perceived essence, then that element is crucial to the phenomenon.

For contemporary phenomenologists, this step involves analyzing raw data—such as interview descriptions—using inductive logic to identify patterns and commonalities. This approach is related to methods like inductive coding or Grounded Theory.

For precise data analysis steps, refer to existing methodologies. Personally, I recommend Giorgi’s (2017) approach.

Conclusion

As you can see, phenomenology isn’t the simplest concept to grasp. Even if you don’t study philosophy, that’s okay, many struggle to fully grasp Husserl’s ideas.

Don’t be intimidated by Husserl’s complex language and terminology.

If you’re interested in the methodology, which offers an exciting alternative to conventional empirical methods, I recommend starting with secondary literature such as Giorgi et al. (2017) and simply trying it out. Learning by doing!

Categories
Study Hacks

How to Review Lecture Notes: 5 Strategies for A+ Grades

How to review lecture notes effectively is a secret that I only uncovered very late in my studies.

But you don’t have to make the same mistakes that I did, and many others still do.

I wish I had known the techniques that I am about to show you much earlier.

In this video, I’ll show you 5 strategies to transform the chaos in your notebook and your mind into structured knowledge and A+ grades.

Why Revising Lectures is the Key to Success

Knowing how to review lecture notes properly is the missing piece to your puzzle. During the lecture, you collect the other pieces—facts, concepts, ideas.

In your revision, you assemble these into a meaningful whole.

This process is crucial for a deeper understanding and the long-term retention of the material.

Active learning is the key here: It’s not just about absorbing information, which you do during the lecture, but truly processing and applying it, after the lecture.

how to review lecture notes

When Should you Review Your Lecture Notes?

The ideal time to revise your lecture notes is as soon as possible after attending the lecture.

Why?

Your brain processes fresh information most effectively. Based on Ebbinghaus’s forgetting curve, you should ideally begin within 24 hours.

Otherwise, according to this curve, you might forget about half of the lecture material within a day.

Starting your revision right after the lecture provides the best foundation for effectively embedding the information in your long-term memory.

Additionally, instructors are generally more available during the lecture period than during the exam period, when suddenly all students come with questions.

If you still don’t understand something after reviewing the lecture, it’s best to ask the teaching staff directly or attend their next office hour.

How Much Time Should You Spend on Revising Lectures?

You might be wondering, “How long should I spend revising my lectures?”

A good rule of thumb is to allocate at least half the duration of the lecture for revision. So if the lecture was 90 minutes long, try to block about 45 minutes for review within the next 24 hours.

Remember: quality over quantity.

It’s not about grinding for hours, but truly understanding the material.

If you find a topic particularly challenging, take more time. If something is clear right away, you can go through it more quickly.

During revision, you might apply techniques like the Pomodoro Technique: 25 minutes of focused work followed by a 5-minute break. Another session, and that’s it.

This helps you stay focused and productive. It’s important that you don’t just spend your time reading the script over and over. Instead, you should actively engage with the material during your revision time.

5 Strategies for Revising Your Lecture Notes Like a Pro

#1 Clarify Uncertainties

If you noticed any uncertainties or had questions during the lecture, now is the perfect time to clear things up.

If the lecture notes aren’t enough, look into the specialized literature recommended by your instructor. Sometimes the topics there are complex but explained from a different perspective.

Look for a YouTube tutorial or ask Perplexity AI.

These sources often present the material in an understandable and beginner-friendly way. And if you still have questions, don’t hesitate to get help from others.

#2 Separate Important from Unimportant – Focus on the Exam Phase

You might be at the beginning of the semester and are just revising your notes from one of the first lectures. But this is exactly when you can be smart and keep the exam period in mind.

Examine your lecture notes closely to see where the instructor placed their focus, where they explained many examples, or referenced further readings.

All these can be clues as to what might be relevant for the exam.

It’s crucial to distinguish between central concepts and less important details to make the most of your study time.

Ask yourself which information contributes to a deeper understanding of the core topics and which is more supplementary.

This way, you can set your priorities correctly, for example, if you want to start your spaced repetition sessions early.

how to review lecture notes 2

#3 Identifying Key Concepts and Central Ideas

The goal is to organize your lecture notes and check if they are complete. Focus on the main topics and central ideas of the lecture.

Begin by breaking down the lecture content into smaller segments.

Examine each topic or section individually and ask yourself:

  • What is the main message?
  • Which examples support this idea?

This analytical approach helps you understand the structure of the study material and distinguish important information from less important details.

After you have identified the central ideas, consider how they relate to each other.

  • Are there connections between different topics or concepts?
  • How do these pieces fit into the larger picture of the course?

Making such connections is crucial for deep understanding and helps you develop a comprehensive view of the material. Try representing these connections with a mind map.

#4 Making Your Lecture Revision Tangible

When revising your lecture notes, try to integrate examples or analogies to facilitate understanding of complex topics.

Ensure that these examples are closely linked to the study materials. Sometimes, using everyday situations can help make theoretical concepts tangible.

For instance, if you are trying to understand a specific economic principle, relate it to real-life shopping behavior in a supermarket.

Such real-life examples help you better understand and remember abstract ideas.

#5 Test Yourself

Pose questions about the study material to yourself and try to answer them without looking at your notes.

Focus on complex questions that require deeper understanding. By attempting to explain the concepts in your own words, you gain a clear picture of how well you truly understand the topic.

A combination that many have found to be key to success is using the flashcard app Anki and the principle of active recall.

Use practice problems or past exams to test your knowledge and see where you stand. If you encounter difficulties, do not hesitate to review those topics again.

Honest self-assessment is crucial. It’s easy to overestimate yourself and assume you’ve understood a topic. But the real challenge is to challenge yourself and admit where more work is needed.

Tools and Resources for Lecture Revision

Having the right tools and resources is indispensable for mastering the question of how to review lecture notes effectively.

#1 Digital Note-Taking Apps

Let’s start with digital note-taking apps like Evernote or OneNote. These digital tools are perfect for organizing your notes, making them searchable, and enhancing them with additional information such as images or audio recordings.

Pull what you need from your university’s Learning Management System, like Moodle or Canvas, and feed it into your “Second Brain.”

This way, everything is in one place.

#2 Research Tools

If you want to dive deeper into a subject, online databases like Google Scholar are invaluable.

Here you have access to a vast array of academic articles and studies. And if you prefer having complex topics explained to you, check out platforms like Khan Academy or Coursera.

They convey complex topics in simple and understandable ways.

#3 Flashcard Tools

For the study sessions itself, try apps like Quizlet or Anki. They make reviewing material with flashcards and clever memory training methods really effective by leveraging Spaced Repetion with personalized algorithms that always suggest you to study a certain topic at the right time.

#4 AI Tools

Moreover, always keep an eye out for the latest AI tools. They can assist you in all areas, from summarizing and researching to reviewing the learned material.

Browse my channel for some ideas for AI prompts you can implement in your study routine.

#5 Other People

Last but not least: don’t forget the social aspect of learning!

Study groups offer a great way to interact with your peers and learn together. Learning is often easier together, and sometimes new perspectives and solutions emerge in a group setting.

Plus, procrastinating together is more fun than alone 🙂

Categories
Study Hacks

How to be Productive without Burning Out (Slow Productivity)

Are you wondering how to be productive without burning out?

Well, I might just have the solution for you.

It’s called “Slow Productivity,” the title of Georgetown Professor and bestselling author Cal Newport’s latest book.

I’ve just finished reading the book, and… I’m impressed. So much so that I can’t resist sharing with you the key lessons.

The book deeply resonates with me because for years, I have been struggling with doing too much at the same time and often feeling stressed out. A PhD, a YouTube channel, writing a book, you name it.

In this video, I’ll introduce you to the three core principles of the “Slow Productivity” philosophy and offer my insights on how you can best put them into practice—no matter whether you are doing your first job, work for yourself, or study in college.

Who is Cal Newport and why should we listen to him?

In my videos, I often draw upon ideas from Cal Newport’s earlier books on achieving success in academia and, of course, his more renowned works “Deep Work” and “Digital Minimalism.”

Cal is a professor of computer science, consistently produces bestsellers, writes columns for The New Yorker, and hosts a podcast. So, if anyone embodies objective productivity criteria, it’s him.

In “Slow Productivity,” Cal shares his latest philosophy on knowledge work productivity, and it’s quite compelling. It’s not about cramming more into less time, which eventually wears us down.

Instead, it’s about accomplishing fewer things over an extended period—but things that truly matter.

#1 Do fewer things


Knowledge work involves using our cognitive abilities to add value to the world. This covers all sorts of tasks and jobs that can be done in an office or, these days, from home. But also, studying could be seen as a type of knowledge work.

What many people overlook is that knowledge work is still influenced by the Taylorist paradigm of the second industrial revolution. This means tasks are split up based on expertise, people come together in one place, and work outputs are measured quantitatively.

The idea of working from Monday to Friday and then spending our paycheck in the city over the weekend also comes from that time.

But knowledge work is changing rapidly. Especially since the beginning of the Covid pandemic, we don’t always gather in one central place anymore. How do you even measure how productive an individual knowledge worker is?

Pseudo-Productivity

According to Newport, this is where pseudo-productivity comes into play, where productivity is measured based on visibility. What’s your level of “busy” during work? How fast do you respond to emails? How many meetings do you have per day, or how often do you participate in lectures?

All of these are metrics that employers and universities use to gauge the productivity of knowledge work.

But that’s nonsense.

True productivity isn’t achieved by merely showcasing visibility and “busyness,” but by working quietly on a few, valuable projects.

To return to this state, Newport recommends a two-tiered system for managing your active projects. Projects are knowledge tasks that can only be completed over an extended period, such as writing a term paper, launching a social media campaign, or compiling a job application portfolio.

Level 1 consists of your 3 active projects

List no more than 3 active projects. Not a single one more. Only when a project is completed does a new one take its place.

Try to work on just one of these projects per day. Mentally switching between them consumes unnecessary energy.

Level 2 is your waiting list of new projects and ideas

Whether it’s your boss, your academic advisor, your client, or yourself coming up with a new project, it goes on the waiting list along with an estimated timeframe for when you’ll get to it.

If you already have 3 active projects and 2 on the waiting list, then this project takes the 6th spot. You can even communicate this if necessary.

slow productivity 2

#2 Work at a natural pace

By following Principle Number 1 and tackling fewer but more meaningful projects, you unlock an entirely new level of productivity.

What you achieve in 3 months doesn’t matter. That’s not the benchmark. The timeframe that truly speaks volumes is what you accomplish over the next 3 years (for example, the duration of your studies).

Did you know that Isaac Newton, Copernicus, or Marie Curie spent several decades working on their groundbreaking ideas before publishing them? If you were to pick any random month in their lives, they would appear quite unproductive by today’s standards.

They spent a lot of time walking, took weeks off to vacation in the countryside, and dedicated themselves to their work at a moderate pace. Yet, these individuals profoundly influenced human history with their work. They were as productive as we may never be!

So, if you expand your time horizon wide enough, you can afford to take time for other enjoyable aspects of life and avoid short-term stress. The prerequisite, of course, is that you heed Principle Number 1 and choose projects that are meaningful and important to you, so they have the potential to make an impact over a long period.

A short-term tactic Newport recommends in this regard is ritualizing your work. Associate it with something special that inspires you.

If you’re writing a vampire novel, do it at night. If you’re working on a paper about the hotel industry, do it in the lobby of your favorite hotel. These rituals help you get into a natural flow, and the work that matters to you gets done almost effortlessly.

#3 Obsess over quality

By taking on fewer projects with Slow Productivity and only seeing results much later, you’ll inevitably have to pass up short-term opportunities and say “no” to many things.

The things you do, you do them right. And by giving yourself time, you can invest more in the quality of these things.

slow productivity 1

Examples

In my research discipline, business informatics, there are two top journals. Publishing an article in one of these journals typically takes four years. During these four years, one has to forgo small successes and appears “less productive.” However, once such an article is eventually published, it influences the discipline ten times more strongly than ten small publications one could have made in those four years.

Delaying gratification for your work for so long is incredibly difficult. But if the quality of the result is significantly better as a result, you have achieved much more “productivity.” Just slowly.

Another example is articles on Amazon. A product with 4.9 stars sells 100 times more than a product with 4.5 stars. So, even if it takes 10 times longer to bring the product to this level of quality, you still get 10 times more results than from 10 4.5-star products!

Of course, Cal Newport also has a technique to increase the quality of your projects. Simply double each of your deadlines for a project. But remember, just double. Not more. You should still feel the commitment to complete the project and put in enough work. But with the extended project timeline, you have more room to focus on quality.

But never forget that high quality also requires corresponding effort. With Slow Productivity, you shouldn’t give yourself a free pass to procrastinate. Instead, give yourself enough time to achieve true mastery in your project. Create the necessary space for creativity and the freedom to breathe, so that you can approach your work with passion.

Your results will speak for themselves. Don’t be a hamster. Be a turtle. Slow is smooth and smooth is fast.

Categories
Study Hacks

Building a Second Brain for Students (Tutorial) 🧠💡

What’s a Second Brain for students, you might ask?

Imagine, on your way to university today, you listened to a podcast and thought to yourself at several points, “Ahh yes, that sounds interesting and would be a great angle for my next term paper.”

Then, during your lunch break, you read an engaging blog post and watched a YouTube tutorial in the evening – but you’ve already forgotten the interesting facts from the podcast.

Darn it! You really wanted to remember them.

To manage the flood of information you’re exposed to today effectively, you need a system.

The “Second Brain” method has accompanied me through my studies, my doctoral thesis, and while building up this YouTube channel.

In this article, I’ll show you how you can better organize your thoughts and ideas to be even more successful in your studies and all other areas of life.

The Challenges of Information Overload

Do you know the feeling when you’re trying to remember something important, and it just won’t come to mind?

Or when you spend hours searching for a document you were sure you had saved somewhere?

You watch YouTube for hours every week to educate yourself, but what actually sticks?

I know this situation all too well.

The flood of information we are all exposed to today can be overwhelming. Our brain is not capable of absorbing all these details and information but can only store a limited amount of it.

But here comes the good news: You don’t have to keep everything in your head. The solution lies in outsourcing the task of remembering to technology.

The concept of the “Second Brain” allows you to store and access information in such a way that you can easily retrieve and use it later.

Then your “First Brain” is no longer so occupied with storing information but can develop more ideas and be creative.

second brain

The Basic Idea of the Second Brain Method

The Second Brain is a term popularized by author and productivity expert Tiago Forte. In his book “Building a Second Brain,” he details a four-stage approach known as the C.O.D.E system.

2.1. The C.O.D.E. System

Capture

The first step is capturing information. This process is crucial because this is where you lay the foundation for your “second brain.” It’s about being attentive and consciously capturing information you take in – whether from books, lectures, movies, or conversations.

That means you really write down the information. Of course, not every piece of information is worth noting. Focus on what truly speaks to you or stimulates your thought process.

In the context of the Second Brain method, you would have definitely noted down the interesting podcast facts from the introductory example.

Use digital tools like Notion, Evernote, or even a simple notebook to capture your thoughts and discoveries. Make notes, draw sketches, save quotes – whatever inspires you.

Organize

After capturing information, the next step is to organize it. Good organization allows you to quickly access your collected ideas and information.

Create categories to sort your notes. This way, you can quickly find everything related to “Psychology” or “Programming,” for example.

Remember: Your system should be simple and intuitive. Complicated structures often lead to frustration. In your digital system, you can also always use the search function (Ctrl+F) to find information even faster.

Distill

The third step is about filtering out the essence of your notes. It’s important to identify the core messages and summarize them in a way that is personally useful to you.

Therefore, it’s best if you don’t just copy notes from a webpage into your Second Brain, but instead process them in your own words once. This not only aids in understanding but also in truly internalizing the information.

Imagine you had to explain the most important points from your notes to someone else – how would you express it? This approach helps to pinpoint the essence of your thoughts.

Express

The final step is expression. This is about transforming your collected and processed information into something tangible – be it an essay, a blog post, a project, or a presentation.

The contents of your Second Brain are of no use if you don’t apply them. In the phases when you are not consuming but creating, you should always have your Second Brain at hand.

By internalizing the CODE system, you turn the collection and processing of information into an active, creative process. Thus, your second brain becomes a tool that can enrich your studies, your sports, or your company forever.

second brain 2

2.2. PARA Method

In addition to the CODE system, the PARA method is a crucial component of the “Second Brain” concept.

PARA stands for Projects, Areas, Resources, and Archive. By organizing your information according to the PARA method, you ensure that you always know exactly where to find what and how best to use the information for specific purposes.

Projects: These are short-term endeavors with a specific goal. For example, a project in your studies could be preparing for an important exam or writing a term paper.

Areas: These represent long-term responsibilities or aspects of your life that require continuous attention, such as your progress in studies or personal development.

Resources: Here, you collect information on topics that interest you or could be useful in the future, like research articles, interesting websites, or specialist books.

Archive: Everything not currently in active use but might be important later ends up here. The archive serves as a kind of memory storage that you can always refer back to. The PARA method organizes your digital information so that you always know where to find what and how to optimally use it.

In addition to his foundational book on the Second Brain approach, Tiago Forte has now also published a second book specifically on the PARA method.

It’s currently on my To-Read list. Which, by the way, is part of my Second Brain.

Tips for Implementing Your Second Brain

To conclude, here are some insights from my nearly decade-long journey with the Second Brain concept. They might serve you well.

Start Small

Don’t feel compelled to capture everything from the get-go. Taking on too much too soon can lead to quick burnout due to the overwhelming nature of extensive note-taking, marking a significant shift in routine. Start by focusing on one subject or a particular area of interest. Gather notes, ideas, and insights focused on this domain. Once this becomes a norm and feels effortless, introduce a second domain (“Area” as per the PARA method).

Leverage Technology

Tools such as Notion, Evernote, or even basic Word documents can streamline your note organization. Explore various applications to discover the most suitable option for you. My journey began with Evernote, transitioning to Notion later on. While Evernote offers simplicity, Notion demands a learning curve but presents unlimited potential. Absolute Second Brain enthusiasts swear by Obsidian, a sophisticated software that enables you to implement your own Zettelkasten method, facilitating a deep, interconnected note-taking approach.

Filter Aggressively

When assimilating new information, ponder its applicability in real-world scenarios. Storing an impactful quote is beneficial, yet its true value lies in future creative applications. Ensure that only information with a realistic potential for future application by you gets included in your Second Brain.

Reflect Regularly

Carve out dedicated time for regular review and reflection on your amassed information to enhance comprehension and connectivity. This practice not only enhances long-term memory but also aids in drawing connections across different knowledge segments. The greatest challenge I face with the Second Brain is maintaining consistent curation, pivotal for maximizing its benefits.

Share Your Knowledge

Actively engage in discussions about your ideas and insights with peers, as sharing perspectives can significantly enrich your understanding and creativity. For collaborative ventures, consider making sections of your Second Brain accessible to peers, allowing them to contribute to and enrich your repository.

The Second Brain transcends mere project utility, evolving into a companion for lifelong learning. Persisting with it over a year or two quickly makes one wonder how they ever managed without it.

Hence, the most important advice I have for you is straightforward: Just start!

Categories
Scientific Writing

How to Write an Excerpt: Unraveling Complex Texts

Mastering how to write an excerpt can turbocharge your academic writing.

After sifting through all the online databases and looking for papers, you’re often left with a daunting pile of references.

Some of these are dense giants, packed with complex ideas that seem impenetrable at first glance.

Fear not! In this article, I will show you how to efficiently break down those texts, pulling out the golden nuggets of information, arguments, and key passages essential for your own essay or thesis.

At the end of the article, I will provide you with a ready-to-use table template, which will help you navigate through your literature review and make your academic writing so much easier.

#1 What Is an Excerpt?

The term “excerpt” originates from Latin and means “extract.” In a figurative sense, you are pulling all the important information from the text you wish to excerpt.

However, an excerpt is not limited to information alone. Depending on your intention, you can also extract argumentation patterns, specific linguistic features, or other elements you are looking for.

The goal is always the systematic simplification and summary of the original text.

You can write excerpts from factual texts, newspaper articles, and even Donald Trump’s Twitter feed. Typically, however, this technique is applied in the context of academic literature. For this reason, we will stick to this example in this tutorial.

how to write an excerpt shribe

#2 Why Should You Write an Excerpt?

From my perspective, writing an excerpt has three advantages.

#1 Overview

By excerpting the central texts underlying your academic work, you can take an abstract look at these works. You understand the differences between authors, how views and definitions vary. You can juxtapose and contrast the original sources to argue more effectively.

Especially when writing a literature review, a selection of excerpts can provide the necessary depth to make it outstanding. Often, I see literature reviews that only scratch the surface. They simply string together summaries of single studies, which is NOT what you want to do in a good literature review.

But if you have produced rich excerpts, you can interconnect the references and independently argue how this literature forms the basis for your academic work.

#2 Understanding

Another obvious advantage of excerpts is the increased understanding of the text. If you are faced with challenging foundational literature written decades ago by the giants of your research discipline, these are often not easy to digest.

An excerpt breaks down a text and reveals its central statements. What remained hidden to you through passive reading is now visible.

Thus, during the text production of your own work, you will have much less trouble using your own words and, moreover, you can eloquently talk and discuss the texts at any time.

#3 Cataloguing

Writing excerpts also helps to make your selection of literature searchable and readily available. Imagine creating your own little database.

You will likely not write just one academic paper during your studies.

With a catalogue of excerpts that continuously grows, you can access an ever-increasing treasure trove of knowledge with each paper you read.

#3 Excerpting with a Table

The excerpting technique I recommend involves using a table. This table ensures that your excerpts are standardized, which later helps in retrieving them more easily.

Additionally, the table serves as a guide for the steps you need to take to write a complete excerpt.

Digital or Analog?

Before we proceed to the table, you need to make an important decision. Do you want to excerpt using pen and paper, or would you prefer to go digital?

If you’ve been following my channel for a while, you’ll know that I favor the digital approach. Handwritten excerpts cannot be automatically searched, and you cannot easily copy and paste text from the excerpt into your paper.

Moreover, you’ll know that I strongly recommend using literature management software. If you use software like Zotero, for example, you can also manage your excerpts with it, keeping everything in one place.

Furthermore, if you want the ability to work on your academic papers from anywhere in the world, then the digital option is superior to the handwritten one.

But this decision is entirely up to you.

The Excerpt Table

For the actual technique, it doesn’t matter whether you proceed digitally or analog. The table I recommend works for both approaches.

And this is what it looks like:

how to write an excerpt

If you’d like to save yourself a few seconds of work, you can download the excerpting table in Word format here:

#4 In 4 Steps to a Complete Excerpt

Now we start with the actual excerpting process, which I have divided into 4 steps.

#1 Understand the Context

Read the text in its entirety first.

If you read a research paper, you can skim through the parts that are not relevant to you right now.

The goal is to get a complete picture of the without being interrupted too often. Here, you can roughly estimate into how many and what kind of thought sections the text is divided. Often, paragraphs and subheadings can also be of help.

#2 Set Goals

Before you can write your excerpt, you need to be clear about what you are looking for. It may be that your text is only relevant in a few places for you and your academic work. This could be because you are investigating a highly focused research question that only requires certain parts of the source as a basis.

Here are a few example questions an excerpt can answer for you:

  • How is term X defined?
  • What is the author’s stance on topic Y?
  • What is the current state of research on topic Z?

Questions, direct quotes, information – what are you looking for? Sometimes you pick up a text because you are looking for a definition of a term. In other cases, it’s because you want to understand a complicated scientific theory.

Therefore, always create your excerpts with your intention in mind and not aimlessly.

#3 Write the Excerpt

Now you fill out the table. Let’s do this with a simple example. For your academic work, you are looking for a definition of the term “Fake News.”

On the far left, you enter the scientific source you are consulting.

Then, enter the topic in the second column. In the third column, you now collect text passages. This approach is best suited here, since you would most likely incorporate a definition as a direct quote into your work.

In the rightmost column, you have space for notes that are important for you and your work. Here, I often write down ideas and problems that come to mind while reading.

This is how your excerpting table could look:

how to write an excerpt 2

#4 Summarize

If you had another goal, for example, regarding understanding, then you could also summarize important passages from your source in your own words in the third column.

Feel free to extract both from the texts, i.e., text passages suitable for direct quotes and summaries in your own words.

Both will assist you later in paraphrasing when you are in the process of text production. Here you can find more on the topic of paraphrasing.

As you work your way down in your table, you can stay with the same text and define a new goal. Instead of “Fake News Definition,” you could now open a new topic like “Fake News on Facebook.”

If the text has served its purpose and was only helpful for the definition, then start the next line in your table with a new paper or book.

Here, it could be about “Fake News Definition” again or something entirely different.

However, in the grand scheme, it might make sense for you to create individual excerpt tables for different topics. If you want to go through 20, 30, or more references, then a single table can quickly become cluttered.

Categories
Study Hacks

Studying with ChatGPT: How to Ace Your Exam Preparation with AI

Studying with ChatGPT could be the game-changer for your next exam preparation.

Are you sitting at your desk wondering how to cram all this knowledge into your head for the upcoming exam?

You could go to the library and pore over some books. Or you could start a study group, hoping to find someone who can explain the concepts to you in an understandable way.

But as you know, we’ve arrived in 2024, and it’s time to rethink exam preparation.

With the help of artificial intelligence, you can prepare for your exams in a way that has never been possible before.

In this video, I’ll show you 7 ways to make ChatGPT your personal tutor and outshine everyone else in your next exam.

#1 Achieving Your Goals with the Right Study Plan

Use ChatGPT as your personal assistant to help you organize your study material effectively. With a well-thought-out study plan, you’ll navigate your exam preparation with ChatGPT confidently.

Just tell ChatGPT what exams are coming up and what your weekly schedule looks like. Whether you’re a night owl or a morning person, ChatGPT can suggest a plan that fits your most productive hours and includes enough breaks.

Example prompt: “I have a microeconomics exam in 4 weeks and I learn best in the morning. Assign a learning topic for each week and specify which topics I should study. I have 2 hours a day to study. Include study breaks. What would my study plan look like?”

ChatGPT will then create a personalized plan for you. If you have access to ChatGPT’s Pro version, you can also send a topic overview of the subject along with it.

If you’re using the free version of ChatGPT, you could attach this overview to your prompt via copy-and-paste.

Extra tip: Once you’ve created the study plan, you can also ask ChatGPT for ideas about how to collect additional resources on the exam contents. Never settle for the study material that your professor hasn’t updated in 10 years.

ChatGPT Exam Preparation 1

#2 Mind Maps as a Study Booster

Mind maps are incredibly helpful for keeping track of complex topics. ChatGPT can assist you in creating a visual map of your study material.

Here’s how it works: Ask ChatGPT to organize the key topics of your exam into a mind map. You’ll receive a clear, visual representation of the material, showing how everything is connected. Perfect for grasping the big picture!

Example prompt: “Can you create a mind map for the main topics of microeconomics, including the connections between supply, demand, and market prices?”

The more information you provide to the AI, the better the outcome. The best result comes from using a GPT specifically adapted for creating mind maps. Look for a “Mind Map Generator” in the GPT database.

If you’re using the free version of ChatGPT, get creative and have the AI describe what the mind map should look like, then draw it using a free tool or by hand.

ChatGPT Exam Preparation 2

#3 Turning Long into Short

Your professor’s slide deck is over 100 pages long and written like in 1995.

Unfortunately, not every professor is a pedagogical genius.

However, these contents are often crucial for exams. What do you do to understand this jumble of words and formulas?

Don’t worry, if there’s one thing ChatGPT excels at, it’s summarizing large amounts of text and data.

The summaries created by the AI can be key for you to manage all the study material. Provide ChatGPT with a text or your notes and ask for a summary. The AI filters out the most important points, saving you hours of compiling.

Example prompt: “Here’s a lecture slide deck about Adam Smith’s market theories. Can you summarize the main points for me?”

The concise versions you have now are invaluable when you want to focus on the essentials and quickly get up to speed. They’re also great for quickly revisiting topics before an exam. Just save ChatGPT’s response in Notion or whatever you use as a second brain, and you can access it anytime.

Note: If you’re using ChatGPT 3.5, you’ll need to paste the content via copy and paste. Unfortunately, you can only process a limited number of words per prompt. With ChatGPT 4, it’s more convenient as ChatGPT can access entire PDF files via plugins. Alternatively, try other LLM’s such as Microsoft’s Bing AI to summarize PDF files for you.

#4 Your 24/7 Study Buddy

There are days when your study group just doesn’t cut it – whether it’s because everyone has different schedules, or because your meetings turn more into coffee chats than effective study sessions.

Then, there are those nights when you, being a night owl, learn best.

In such moments, you can turn ChatGPT into your tutor. The best part: AI can always adapt precisely to your needs.

With ChatGPT, you can dive deep into topics that give you a headache. Ask the AI for precise questions, request clear, detailed explanations, or seek support for the trickiest tasks.

You can ask ChatGPT to explain things as simply as if you were a 6-year-old – ideal for getting to the heart of complex topics.

Imagine having someone by your side who explains everything at your pace, without the pressure of a group or the constraints of a fixed schedule.

Example prompt: “I don’t understand how cross-price elasticity works. Pretend you’re a microeconomics expert. Can you explain it in a way that a third-grader would understand?”

ChatGPT provides quick feedback and helps you close gaps in your understanding. And don’t worry if you still don’t get it after the fifth follow-up question. ChatGPT is cool with you asking a ton of questions – so go for it!

ChatGPT Exam Preparation 3

#5 Mastering Past Exams

In my studies, I preferred studying with mock exams. It gives you a feel for the questions you can expect in the exam.

ChatGPT can help you understand and answer mock exam questions.

Simply give ChatGPT questions from previous or mock exams and ask the AI for sample answers. This way, you get a sense of what’s expected and how you can structure your answers.

Furthermore, ChatGPT can provide explanations and tips on how to best structure your answers. This helps you understand the mindset behind the questions and adjust your answers accordingly.

Additionally, you can ask ChatGPT to review your answers and provide feedback, helping you identify and specifically improve weaknesses in your knowledge.

Example prompt: “Here’s a question from an old microeconomics exam: ‘Describe the effects of subsidies on the market.’ Can you give me a sample answer and explain how I should structure my answer?”

#6 Question Generator for Deeper Understanding

Solving questions from previous exams is a good idea, but what if there are no mock exams available? No problem, because ChatGPT can also help you generate your own exam questions.

This method is not only a good substitute for past exams but also allows you to view topics from different perspectives and dive deeper into the material.

Extra tip: Use ChatGPT to create various scenarios or case studies. This way, you can prepare for different types of questions and ensure that you’re comprehensively equipped for the exam. Additionally, you can use ChatGPT to check your answers and get feedback, helping you identify weaknesses in your knowledge and improve them specifically.

Example prompt: “Can you give me some exam questions on price elasticity in microeconomics?”

Save the questions and answers so you can review them later, following the principles of the Spaced Repetition learning method.

#7 Creating Flashcards

Flashcards are a classic.

With ChatGPT, you can quickly and efficiently create them, perfect for reviewing the lecture contents before an exam.

Simply provide the AI with the desired content and ask it to create corresponding flashcards.

ChatGPT analyzes the main concepts of the content and develops suitable questions and answers. You can also ask it to provide the result in a specific format, such as for flashcard apps like Anki.

You can create a table with two columns: one for the questions on the front side and one for the answers on the back.

Example prompt: “Create a list of flashcard questions on market power in microeconomics with corresponding answers. Use two columns, one for the question and the other for the answer.”

Alternatively, you can copy and paste your own notes or scripts, and ChatGPT will create flashcards from them. When studying with your flashcards, remember to apply the principles of Active Recall. You can find a corresponding tutorial linked here.

Categories
Study Hacks

Learning how to Learn: 8 Practices to become a TOP 1% Student

Are you already feeling the stress of the exam period at the start of the semester? Has your semester break not been enough to recover from the rigors of the last term?

And do you find it frustrating that despite hours of memorizing and studying, you only managed a mediocre grade?

What do those top students know about study techniques that you don’t?

If this resonates with you, then this article is just what you need. In this article, we will go through the 8 most common mistakes that prevent you from learning any subject and achieving top grades in your studies.

#1 You Start Studying Too Late

We all know that feeling, as the exam approaches, our motivation to study really kicks in – after all, you don’t want to fail.

The pressure is a real motivator to stop procrastinating.

If you’re someone who crams right before the exam and enjoys your free time during the semester instead of sitting in the university library, you’re not alone.

This is how most students study.

However, this method of exam preparation is not really smart and is extremely stressful – this learning strategy is probably the main cause for long nights of cramming and all-nighters.

What if you spread your study hours more evenly throughout the semester?

You don’t need to study more, just more evenly distributed.

Instead of handling the entire study load at the last minute, distribute your sessions evenly over the time you have available.

This means starting early in the semester and regularly reserving time for studying. This way, you won’t panic as exams approach, because you have already laid a solid foundation.

One of the main advantages of this approach is that the number of study hours you invest throughout the semester remains consistent.

You don’t have to catch up last minute on what you typically would have missed until then. This not only leads to a deeper understanding of the material but also makes it easier to remember it.

This is also why the Spaced Repetition technique is so effective.

Determine at the beginning of the semester how many hours per day or per week you want to study and then stick to your spaced repetition schedule until the end.

Instead of fear and panic, you’ll walk into the exam with confidence.

So set yourself a goal. For some, it may be 2 hours of study a day, for others, 5. Everyone learns at a different pace. Don’t compare yourself to others. Stay true to yourself.

If you can’t imagine this strategy paying off for you, challenge yourself.

Maybe start this type of exam preparation with just one exam. After that, you’ll see whether you ever want to prepare differently again. 😉

By the way, the Spaced Repetition technique has been around for a while.

It was described as early as 1932 in the book “The Psychology of Study” by C.A. Mace and has since been found to be maximally effective in countless scientific studies.

This approach is a fundamental part of learning how to learn, as it allows for better distribution of study time and long-term memory.

learning how to learn shribe 2

#2 You Study Non-Stop

If you want to takt the learning how to learn thing serious, it’s vital to incorporate regular breaks.

To understand how important this is, think of studying similar to muscle training in the gym.

When you activate neurons and absorb new information while studying, it’s akin to your muscles being exerted during exercise.

Just as your muscles need rest periods after intense exercise to grow and recover, your brain cells also need breaks to consolidate what you’ve learned.

Studies in neuroscience and psychology have confirmed a relationship between learning and breaks and even naps.

Groups of learners who incorporated regular breaks into their study routine achieved better learning outcomes than control groups that did not take breaks.

This means that the brain has the opportunity to process and organize the absorbed information during these breaks.

If you only start studying a week before the exam, you probably have little time to take breaks.

After all, you have to cram all the material into your brain. So this gives you another reason to start right at the beginning of the semester.

Okay, but how exactly should you study now? To find the ideal learning strategy, it’s important to take a look at Bloom’s Taxonomy.

#3 You’re Not Familiar with Bloom’s Taxonomy

This framework elevates your learning how to learn strategy from simple memorization to higher-order thinking skills.

Bloom’s Taxonomy is a classification system for learning objectives, developed in 1956 by Benjamin Bloom.

It differentiates various levels of learning. In the lower levels, it’s about the learner being able to remember and understand basic course concepts.

However, the tasks of an exam or assignment are often on the higher levels of the taxonomy, where you are asked to apply, analyze, evaluate, or create new concepts.

To achieve this, you must really process information, not just memorize it. Always check during your study whether you have understood the material on a deep level.

For example, you can summarize concepts in your own words and then apply this knowledge by actively solving practice problems of varying difficulty.

These tasks should test your ability to analyze and evaluate information. When studying, ask yourself at which level you are.

  • Can you solve problems?
  • Are you able to critically evaluate information, compare concepts, and derive recommendations for action?

For instance, if you’re studying medicine and learn new things about the workings of the heart, you shouldn’t just limit yourself to memorizing medical facts like the function of heart valves.

Instead, you should go a step further and ask yourself how heart valve defects manifest and why they occur.

To reach the top of the pyramid and truly master a subject, teaching others and creating your own teaching materials is one of the best methods.

In doing so, you force yourself to go through the entire taxonomy, develop your own opinions, and teach others based on your own understanding.

#4 Learning How to Learn: You Don’t Enjoy the Process

Learning is supposed to be fun? Yeah, great phrase, but not really possible in reality.

Wrong!

Try to see it differently. For me, learning used to automatically mean memorizing, which I found terribly monotonous and boring.

So, one day I decided, I didn’t just want to learn economics, I wanted to really understand it.

Instead of plowing through textbooks and lecture scripts, I approached it differently.

I first familiarized myself with the subject. And that’s super easy with entertaining content on YouTube, documentaries, or podcasts.

I could hardly believe it myself, but documentaries like Inside Job, Money Never Sleeps, or the books by Ray Dalio for example not only made the subject more accessible but genuinely sparked my interest.

This new approach turned learning into an exciting adventure rather than a tedious obligation.

So, learning can indeed be fun if you find the right ways to make it engaging. And who knows, maybe you too will find an entertaining way to delve into your study topics.

#5 You Only Focus on Your Favourite Topics

Naturally, we prefer to engage with things we are already good at. It’s easier to learn new things in these areas, as it requires less effort. And of course, we prefer the easy path over climbing the mountain.

And besides, learning should be fun, as I just told you.

But unfortunately, you also have to pass subjects that are not your strong suit. To finish with good grades, you have to invest time. So challenge yourself and turn your weakness into your strength.

Believe me, economics was not my favorite subject.

I even disliked it, so I tried to make it easier for myself to access the subject. Try it out, and you might find that the topic isn’t as terribly boring as you thought – sometimes it’s really the boring professor. 😉

Challenging yourself to study less-preferred subjects is crucial for learning to learn.

learning to learn

#6 You Study with Flashcards

My beloved flashcards, that’s how I always used to study!

Nearly all of my fellow students also had a stack of 268 flashcards on the table in the library. Why should that be a mistake?

Let me explain.

On one side of a flashcard is the question, and on the other is the answer.

And what is the goal of flashcards?

Memorization.

And if we recall Bloom’s Taxonomy, memorization is at the lowest level. So, you are most likely not going to get an A+ in the exam using them.

Flashcards are not optimal because they focus on isolated facts and not on the overall context. Yet, it is this context that is important for comparing information, showing contrasts, and applying learned material to new situations.

These tasks are higher up on Bloom’s Taxonomy and secure you the top grade.

Move beyond flashcards and embrace Active Recall as a powerful tool in your learning how to learn arsenal.

  1. You read a part of the material and then put it away.
  2. Then write down everything you remember and phrase it in your own words.
  3. Then read the text again and check which information you missed.

Repeat this process until you know everything.

#7 Focusing on Memorization

I’ve already hinted at it, but this point is so important that I can’t stress about it enough.

In most cases, you can actually completely save yourself from memorization techniques, apart from a few exceptions like the first semesters of a medical degree, for example.

If you start solving problems and achieve a deep understanding of the material, you’ll not only understand connections better but will also automatically remember the facts over time.

Even though it seems counterintuitive at first, if you focus on memorization, you will forget information faster than if you build relationships between facts. This way, the learned material goes not only into your short-term but also your long-term memory.

So, in exam preparation, focus on tasks that are at the application, analysis, and evaluation levels of Bloom’s Taxonomy.

This means you shouldn’t just passively read your notes and books. Engage with the material and don’t just highlight text in color.

Really think about what you read. Answer questions that arise while reading and research information that goes beyond the script.

learning to learn 2

#8 You Study Without Using Mock Exams

Incorporate previous or mock exams into your learning how to learn journey. Right at the beginning of the semester, you should download past exams.

Old exams provide insight into the format and style of the exams. This can help you better prepare for the specific requirements of the test.

Also, you see which topics or types of questions were more common in previous exams. This allows you to focus your preparation on the areas that are likely to be tested.

By solving old exams, you can improve your time management for the test. You can find out how much time you need for different tasks and how to divide them most efficiently.

Furthermore, by going through the old exams, you can identify your knowledge gaps and weaknesses and focus your revision on exactly these areas.

But here’s another important reminder. Don’t just memorize the answers to the old exams. It is very unlikely that the same questions will be asked again. Therefore, focus on a deep understanding and application of your knowledge.

Categories
Research Methods

Empirical Research Methods (Quantitative vs. Qualitative)

empirical research methods

Finding the right empirical research methods for your academic project can be challenging, whether it’s a term paper, thesis, or dissertation.

On my channel, you’ll find extensive information and tutorials about specific methods and techniques, such as grounded theory, experimental design, or survey research.

But before you dive headfirst into applying a particular method, it’s essential to take a step back.

First, it’s crucial to understand which empirical research methods are out there, and which ones are suitable for your current situation.

Based on a 5-step process, this article will guide you on how to select the best method for your research design.

What are empirical methods in research?

The starting point for questions like this article is always the field of philosophy of science. I will attempt to simplify the basic assumptions here, but still provide helpful insights for your practical application.

Philosophy of science deals with the question of how we, as researchers, can gain knowledge or understanding. Despite centuries of philosophical deliberations and different schools of thought, it has become clear that science operates quite well with the dichotomy of theory and empiricism.

Theory preserves knowledge at an abstract level and provides frameworks for specific phenomena. It waits to be challenged, strengthened, refuted, or refined by new insights.

Empirical investigations are situated one level below theory, closer to the real-world subject. Methods are the tools and practices used to acquire new knowledge based on real-world phenomena. This process can inform theory and vice versa.

empirical research methods 2

#1 Position Yourself in a Discipline

Then there’s the administrative side of science. A few centuries ago, it was much looser, and scientists like Isaac Newton, for example, were simultaneously physicists, philosophers, and theologians.

Today, science is sharply divided into distinct disciplines and communities. Each discipline has its own theories and methods, but fortunately, the dogmatism of these individual disciplines is being slowly dismantled, and researchers often draw from the knowledge of so-called “reference disciplines” and engage in interdisciplinary research from time to time.

This trend is also reflected in the study programs that are offered by universities. For example, today, there are fields like Business Informatics or Social Work, where students work at the intersection of two or more disciplines.

No matter what you’re studying, you should first understand which scientific discipline(s) your field of study is related to. If you’re studying in a highly specialized field like mathematics, philosophy, or psychology, the situation is very clear.

If you’re studying at an intersection, be aware of which disciplines are relevant to you. This may also change over the course of your studies or from one project to another. For example, a Business Informatics student may be methodologically and theoretically focused on computer science in one assignment but may rely on insights from business literature in another.

#2 Identify the Methodological Toolbox of Your Discipline

To decide which methods you should use in your next project, you need to find out which methods are common in the disciplines that inform your studies. It makes little sense to develop new methods or question the entire discipline as a student.

You just need to discover what is already in the toolbox.

The quickest way to do this is actually through textbooks. I’m not typically a big fan of books because the publication process is slow, and the knowledge can become outdated shortly after publication.

However, methods books and other textbooks can be useful for gaining an overview as a newbie. Often, they are authored by selfless professors who compile the basics of a particular field in a single book!

In such textbooks, you’ll usually find an overview of common methods. Additionally, you can search databases for journal and conference articles to see which methods are used in current research in your field.

Ideally, your study program offers methods courses to choose from. However, this is not always the case. If they are available, attend them, even if they are not mandatory.

empirical research methods 3

#3 Distinguish Between Empirical and Non-Empirical

In most disciplines, there is some sort of split between empirical and non-empirical work. Sometimes, the empirical part is more dominant, for example in Psychology. Other disciplines are more inclined to non-empirical research but sometimes use empirical methods, for example Media studies.

Non-Empirical

When a discipline mostly follows a non-empirical approach, it doesn’t mean it is less valuable or less scientific. It simply means that the nature of the discipline leans toward understanding socially constructed or abstract phenomena and relies on (inter-)subjective argumentation.

Examples of disciplines primarily using non-empirical methods include philosophy, theology, other humanities, and the unique discipline of mathematics.

Empirical

Empirical research seeks to gain knowledge through “experience,” which is achieved by systematically collecting and analyzing data from the “real world.”

Originally, the role model for empirical research were the “hard” sciences, meaning the natural sciences such as physics, or chemistry.

However, many social sciences adopted the same approach and since then try to objectively measure all things related to social phenomena.

But since the last 50 years or so, many social sciences are also influenced by the humanities, which bring in non-empirical or subjective ways of collecting data.

#4 Consider the Research Paradigm (Qualitative vs. Quantitative)

Especially within empirical social research, there has been an ongoing battle between qualitative and quantitative researchers.

An explanation and differences between these two paradigms are summarized in my article “Qualitative vs. Quantitative.”

For these basics, please refer to that article, and I will now introduce you to the most common methods in both areas.

Quantitative:

Surveys, experiments, simulations, trace data analyses, etc.

Quantitative methods emphasize standardization. Collected data must have a format in which it can be easily translated into numerical values and statistically analyzed.

This allows you to examine large samples.

The foundation for quantitative research often includes a research question and specific hypotheses that you define upfront.

This is also referred to as a hypothetico-deductive approach, and simply means that your goal is to test the relationships between a number of theoretical constructs.

Qualitative:

For qualitative methods, it makes sense to distinguish between data collection methods and data analysis methods.

In terms of data collection, interviews (e.g., with experts, focus groups, individuals) and observations are the most prominent ones. But you could also collect data from online sources such as social media or a City archive, for example.

To analyze qualitative data, you can use grounded theory techniques, content analyses, or more computational methods such as topic modelling.

For most qualitative methods, interpretation and depth of the investigation play a significant role. Hence, you tend to examine smaller samples.

This often follows an inductive approach, which means that you develop new theory rather than testing existing theory in new combinations.

#5 Make your choice in line with your research question

The research question plays a crucial role in selecting the right method for you.

You must first know what you want to investigate before making a decision about the method.

This means that a method must be suitable to help you answer your research question.

I provide detailed guidance on how to formulate a research question in another article.

Here are five questions that can help you make a choice:

  1. What foundational skills have you already acquired? (e.g., statistics, qualitative coding)
  2. Does your department or supervisor lean more towards qualitative or quantitative research?
  3. How extensive is the existing theoretical basis of the phenomenon you are studying?
  4. Which method aligns with your personal strengths? (e.g., are you good with numbers or a creative writer?)
  5. Which method would be the most enjoyable for you?

Summary

In academia, theories and methods aid in the acquisition of knowledge. Academia is organized into disciplines, each with its own methods and theories.

Your research can be empirical or non-empirical. Empirical research distinguishes between natural science and social science methodologies.

In empirical social research, two paradigms, quantitative and qualitative, are prevalent.

Your choice of method depends on your research question, your existing skills, and your preferences.

Categories
Philosophy of Science

Ontology, Epistemology and Methodology (simply explained)

The strange sounding words ‘Ontology, Epistemology, and Methodology‘ often appear in social science texts or lectures.

Have you ever asked yourself what these terms mean, and how they relate to each other?

In this article, I’ll explain the individual meanings and the connection between Ontology, Epistemology, and Methodology. This will equip you well for discussions in any academic field and help you better understand these basic philosophy of science concepts.

In my opinion, understanding these three terms is the key to taking your academic journey to the next level.

Why are Ontology, Epistemology, and Methodology Such Important Concepts

As you’ve likely noticed, we are delving into the realm of philosophy of science. This field, which is part of philosophy, serves as a meta-discipline with implications for all other scientific fields.

The terms Ontology, Epistemology, and Methodology are inherently philosophical and concern how we understand science.

This is crucial because without philosophical underpinnings, scientific work as you know it wouldn’t be possible.

For instance, when you’re developing a survey questionnaire for your master’s thesis, which 150 individuals will fill out, and then you conduct statistical tests in SPSS, this scientific endeavor adheres to specific ontological and epistemological assumptions.

These assumptions shape the research approach you are following, regardless of whether you are aware of them or not.

If you’re conducting interviews for your research, for example, your work will be rooted in a different ontology, a different epistemology, and, of course, a different methodology.

Without an understanding of the philosophical foundations underpinning your research, you might find yourself caught off guard when someone knowledgeable in this area poses a targeted question.

A fitting metaphor for the relationship between Ontology, Epistemology, and Methodology is an iceberg.

Your methodology and methods are on the surface and visible. For example, you describe them in your methods section.

Ontology and Epistemology, on the other hand, lie beneath the surface, intricately connected to the visible part of the iceberg.

In a PhD thesis, students are sometimes asked to make a statement about their ontology and epistemology. But in a regular academic paper, you would not do so, because they shine through implicitly.

But if you are aware of them, you can fully understand what you are doing and know what others are talking about when they mention these things.

So, let’s take a look behind the curtain.

Ontology Epistemology Methodology

Ontology

Ontology resides at the deepest point underwater. This concept pertains to the philosophical exploration of ‘being’ itself or ‘how things exist.’

In other words, it addresses how we understand reality.

This might initially sound quite confusing. Why would there be differences in this regard?

Well, there are plenty of differences!

Ontology in the Natural Sciences

Let’s say you’re an atomic physicist working at CERN with a particle accelerator. Your scientific understanding of reality likely follows the belief that 1+1=2, and that the atoms observable in the particle accelerator are objectively real.

So, if a colleague or an alien were to look into the particle accelerator, the atoms would still be just as real, independent of you as the subject.

This ontology, following the tenets of objectivism, is accepted by the majority of researchers in the natural sciences. Admittedly, it would be quite challenging to make progress otherwise.

Ontology in the Social Sciences

However, when we delve into the realm of social sciences, things become a bit more difficult. Here, we don’t observe atoms or other natural scientific phenomena; rather, we study social phenomena.

These aren’t influenced by the laws of physics but are shaped by human interactions.

Can we then assume the same ontology here?

Some say yes, we can. In psychology, for instance, a natural scientific ontology has also prevailed. It is widely believed that psychological phenomena can be generalized and are objectively real, similar to the natural sciences. This, in turn, affects which methods for acquiring knowledge are accepted – but we’ll get to that shortly.

Other social scientists are dismayed by this ontology. For them, it’s evident that social phenomena are in the eye of the beholder and socially constructed.

How we, as humans, perceive reality is closely tied to how we interpret it. So, there’s no objective reality, but rather a subjective one. This ontology falls under the philosophical stream of constructivism.

Since the 1970s, a third prominent position has emerged in the social sciences, which somewhat mediates between the two, also known as ‘Critical Realism.’

You can ask yourself:

Is a chair a chair because it has four legs and a backrest? Or is a chair a chair because we use it for sitting?

The answer to this question can tell you more about the ontology through which you see the world.

Epistemology

Now, let’s move a bit closer to the surface to explore epistemology.

Here, the question is: How is it even possible to acquire knowledge about the world?

What methods of gaining knowledge are accepted in a scientific discipline?

When our CERN scientist conducts measurements in the particle accelerator, she is convinced that new knowledge can be generated through this process. Additionally, she is aware of the ‘nature’ of this knowledge – that it is concrete, tangible, and objective. This epistemology is also known as positivism.

In the realm of the social sciences, things again become more difficult. Here, knowledge could just as easily be characterized as personal, subjective, and unique.

This, in turn, has significant implications for how we, as researchers, can acquire new knowledge and which methods we can or cannot accept. This epistemological position is also called interpretivism.

The Relationship between Ontology and Epistemology

As you may have noticed, there is always a specific epistemology that aligns with an underlying ontology.

A positivist epistemology corresponds to an objectivist ontology.

An interpretivist epistemology aligns with a constructivist ontology.

There are, of course, other positions like critical realism, but that would be the subject of another video.

Ontology Epistemology Methodology 2

Methodology

The philosophical assumptions you make, specifically the ontology and epistemology that shape your understanding of reality and knowledge, determine the methodology you employ in your research.

Broadly speaking, there are once again two opposing positions in this area that dominate the social sciences. These methodological approaches are the quantitative and qualitative research paradigms.

Traditionally, a quantitative approach aligns with the objectivist-positivist position, while a qualitative approach corresponds better to the constructivist-interpretivist position.

At this level of the iceberg, however, the possibilities are much more flexible, at least in most social sciences. There are methods that combine both approaches or cross over, creating methodological pluralism.

Throughout the history of science, there have been (relatively) intense debates and disputes about which philosophical assumptions are the right ones for each discipline.

Fortunately, today, it is possible to be successful with less dogmatic positions and contribute to the diversity of a discipline by acknowledging the value of each position.

Categories
Research Methods

Operationalization of Variables in Quantitative Research

Have you encountered the term Operationalization in the realm of empirical social research during a lecture or while reading a methods book?

Maybe you’ve been assigned the task of operationalizing one or more variables for an assignment or research project?

But you just don’t know what on earth all these people are talking about?

The issue lies in the fact that many university instructors are so well-acquainted with this term that they often struggle to empathize with beginners.

They use terms like variables, concepts, constructs, and operationalization without offering the fundamental knowledge that someone new to this type of work requires to understand how these things are interconnected.

In this article, my goal is to clarify these terms and elucidate, in the most straightforward language, how they are related. We will also explore what operationalization entails and how you can put it into practice with regard to variables in your own study.

Operationalization

The World of Quantitative Research

In the realm of empirical social research, one of the fundamental distinctions lies between the qualitative and quantitative research paradigms.

This division finds its origins in the philosophical underpinnings of the social science, which I’ve explored in-depth in my article on Ontology, Epistemology, and Methodology.

Operationalization is an important task within the realm of quantitative social research.

The quantiative paradigm is characterized by its goal of testing theoretical assumptions, mostly through the use of statistical methods.

The bedrock of these statistical methods is grounded in quantitative empirical data, such as survey responses or the outcomes of experiments, or digital trace data.


Theoretical Building Blocks (Concepts and Constructs)

The currency of the social sciences is theory. Social science theory relies on linguistic elements, even within the quantitative paradigm. In contrast, mathematicians and physicists build their theories with numbers and equations, reflecting the philosophical assumptions and nature of these disciplines.

Social science theories require the use of ‘concepts’ as foundational elements. These concepts serve as the vocabulary employed by researchers when describing existing theories or building new ones.

Qualitative researchers tend to be more at ease with this aspect, as they enjoy crafting new concepts to enrich the theoretical landscape and to describe emerging social phenomena.

On the other hand, quantitative researchers find the conceptual level less satisfying, often considering it too ambiguous. For instance, the concept of ‘intelligence’ can have diverse interpretations. Not everybody agrees on what ‘intelligence’ means.

In the context of quantitative research, however, concepts are transformed into ‘constructs.’ Constructs are concepts made measurable. And this is what a quantitative researcher aims to do. (Döring & Bortz, 2016).

Operationalization

The process of making concepts measurable is referred to as ‘operationalization,’ and it introduces a new component – variables.

A completed construct can encompass one or multiple variables, resulting in constructs that are then called unidimensional or multidimensional.

Unidimensional Constructs

An instance of a construct that can be determined by measuring a single variable is ‘weight.’ If we can measure weight in kilograms using a scale, then assessing the construct ‘weight’ is relatively straightforward.

Multidimensional Constructs

However, many other constructs that researchers aim to measure are more complex.

For instance, the construct ‘intelligence’ cannot be assessed through a single variable. To make assertions about intelligence, researchers may consider variables such as ‘abstract thinking,’ ‘communication skills,’ ‘learning,’ ‘problem-solving,’ and more.

During the operationalization of a multidimensional construct, researchers must decide which variables are relevant to the concept and which ones should be included in their study.

Conversely, it is important to note that a single construct can be operationalized in various ways. For example, a study that solely employs the IQ variable to measure intelligence might face criticism, because intelligence involves more than just the result of an IQ test.

At the same time, even if a researcher picks a handful of variables to measure ‘intelligence,’ another researcher might pick 5 other variables, for example.

Measurement Instruments

In the realm of quantitative research within the social sciences, researchers often rely on a method called ‘items’ or ‘item batteries’ for data collection.

These item batteries consist of pre-designed sets of questions that can be incorporated into a questionnaire.

Researchers can either create their own item batteries or utilize existing ones from the literature.

If you are new to all of this, I would suggest the latter option. Many experienced researchers have already put in the effort to test and evaluate these item batteries.

This also means that you can measure a single variable in various ways.

For instance, if you intend to measure ‘abstract thinking,’ there might be multiple item batteries or scoring systems provided by different authors to consider.

In the process of operationalization, it is crucial to make well-informed selections and provide strong justifications for your choices.

You must consider what different batteries cover and which measurement instruments are widely accepted within the research community.

One indicator of this is the number of citations for the publication where the measurement instrument is made available.

Additionally, the quality of operationalization can be assessed by examining the reliability and validity of the measurement instruments.

If you’d like to delve deeper into this topic, take a look at my tutorial on Reliability, Validity, and Objectivity.

Beyond item batteries for surveys, there are various other methods of operationalization. The core principle remains the same, even if your method involves other types of data collection.

In any case, it is essential to engage with the existing literature and determine how you can gain meaningful insights about the variables you are interested in.

Theoretical Assumptions (Propositions and Hypotheses) for Operationalization

To complete this tutorial, we must address the following question:

After identifying your measurement instruments and conducting your analysis, what comes next?

In addition to the theoretical building blocks, which are your constructs, there are the connections or relationships that hold them together.

In quantitative research, the goal is not necessarily to discover new building blocks, but to provide insides about the relationships between them.

Theoretical relationships are tested by identifying causal relationships (primarily based on experiments) or correlational relationships (e.g., through surveys). These relationships are typically assessed for statistical significance.

Theoretical assumptions guide what should be tested. These assumptions are derived from the existing literature.

In this context, propositions are assumptions about how concepts are related, while hypotheses are assumptions about how measurable variables or constructs are related.

When formulating hypotheses at the start of your study, you are not only selecting the theoretical building blocks (e.g., Variable A and Variable B are relevant) but can also make predictions about their relationship (e.g., Variable A positively affects Variable B).

For more information on hypotheses, you can refer to my other tutorials on hypothesis development.

Conclusion on Operationalization

If you now have a basic understanding of what operationalization entails, this video has fulfilled its purpose. However, it’s crucial to delve further into this topic. As the next step, I recommend reading a methods book. A good starting point is Discovering Statistics by Andy Field.