Summer of Methods and Management 06/24/2011
With my thesis completed and the defense pending, I can get on with a much-deserved relaxing summer. This means, of course, that I have already begun to tug at the several inviting strands poking out of the tangled ball of string that occupies the cavity behind my eyes where my brain ought to be. One of those strands is what I guess I'll call "research management". Even when I started the MA program I knew this: the goal of a research-oriented MA degree is to demonstrate a rough ability to come up with a project and execute it. It's a bit like making it through nursing school or any professional program. You don't get out of a nursing program ready to work with patients. Having a nursing degree just tells employers you're slightly less likely to kill someone under your care than someone off the street. Similarly, for as much as I – and my hard-working peers – do our very best to come up with well-theorized research projects grounded in original and convincing data, the real goal of our theses is to show that we can do social science research without breaking any major laws, causing and personal or public harm, and, if it's not too much bother, even say something novel about the world. Assuming that I make it through the defense (not an assumption I take lightly), I will have the chance to do more research. Isn't that enough? No, probably not. One of the things that bugged me throughout the MA was the difficult time I had corralling pieces of the project together. Trying to keep track of all the relevant (or possibly relevant) theoretical sources, scraps of qualitative and quantitative data, and optimizing time spent on field research was a bit like herding the proverbial family of very ornery cats. This is natural in any field, not just academic research – just look at the office of any attorney, private practice doctor, or school teacher. However, as I've always been a bit obsessed with organization, I consider it a personal goal to get better at managing the research process and the data generated from research. How to proceed? A few years ago I read an article by David Allen, creator of the Get Things Done system of task management. (Okay, it's kind-of cheezy pop business lit, but give me a break.) He said one thing that stuck with me: the human mind is terrific at analyzing one thing, but terrible at keeping track of lots of different things. For instance, when I focused on particular problems within my field research, I could generate new ideas, make connections to related issues, and so on. But it was difficult to keep track of all the pieces of information that make up the whole research project, or even just remember the final conclusions from my last intense work session. In the first example, I could focus and think through a specific problem. In the second example, my brain had to keep track of dozens of files and ideas spread across documents, scraps of paper, my field notebook, maps in ArcGIS, and PDF's on both my Mac and Windows partitions. My brain wasn't so good at the second part. One thing that helped greatly was Scrivener. Scrivener is a piece of software that lets you keep all your different chapters, sections, and ideas together in one project while you work on smaller pieces at a time. For example, in one project titled "MA Thesis", I had all my conference papers, grant proposals, term papers, and concrete ideas together in one place. This made some parts of writing the thesis much easier. Word is the dominant writing software, though, so I regularly had to export it to Word for comments and edits, and finally to format it for the University. Word is not my friend, and while I did get a final draft out, it was too much hassle for my taste. Scrivener, however, is writing oriented, not analysis oriented. (Not that I'm making a too narrow distinction between the two.) So when I needed to look at my original data I had it spread across tons of Excel spreadsheets, several versions of ArcGIS projects, exported maps, interview transcripts, and documents I obtained in the field. I should say that I am pretty well-organized, and I could usually get to the data pretty easily. But no matter how clearly and logically folders on my three hard drives were organized, I could never look at all my data in one place. Furthermore, I didn't have metadata that tied all this data together. You can only append Excel files with versions ("Statistical Analysis Spreadsheet v.7") so many times before it becomes completely meaningless. So here's the end of that matter. I'm surveying a number of software solutions to these problems. Here's the list of packages I'm exploring to help for the PhD. Filemaker Pro 11 – I should have used this from the beginning to code documents instead of putting it into an Excel spreadsheet. Excel is great at statistics, but it's lousy at organizing and searching data. I think four times out of five, a database should be used instead of a spreadsheet. It's possible to create a database accessible by other researchers which can serve as a repository of raw data, field contacts, and research activity. There's also a mobile app call Filemaker Go which has some fieldwork possibilities, as well. Nvivo – There's debate about the value of qualitative analysis software. Clearly the most important thing from a research perspective is to have a clear framework for your research. However, Nvivo appears to be a terrific solution for organizing research. In fact, I much prefer that Nvivo (like Atlas ti and Maxqda) be called "qualitative research organization software" than "qualitative analysis software". It doesn't actually analyze anything for you; you have to do that yourself. Adobe InDesign – For producing a final draft of a long document, Adobe InDesign is superior. It give you much more control – and more predictable control – over the the layout, text, and graphics. I suppose if you don't have any graphics whatsoever InDesign is a waste. But then again, if you don't have pictures...that's just, well, boring. Apple Pages is actually my favorite because it handles graphics and text so well, but it lacks in some essential areas such as making a list of figures, charts, and chapters (it can only do one at a time, not all three). ArcGIS – I already used ArcGIS for some data analysis, but now that I've learned a bit more about databases in general through Filemaker Pro, I'm beginning to see some interesting and unconventional uses of ArcGIS to store and represent data. I need more time with this software. All three of these (and others that I'm looking into) have a steeper learning curve than typical software. However, I think the payoff will be huge in terms of organizing and using data instead of spending time hunting for it and re-creating it every time I want to put it into a document. (I can't tell you how many times I re-made maps in ArcGIS because the PDF's I exported were just off slightly. I lost a year of my life from stress, I'm sure.) So that's it. I'm having fun exploring these software packages and I'll hopefully have a more professional workflow for my PhD research. 3 Comments I installed Windows 7 on my MacBook so I can run ArcGIS on the go without lugging around a second laptop. This will come as a shock to people that know me. Whenever I hear the words "Windows", "Microsoft", or "PC", I immediately roll my eyes and toss my head back in a mockingly superior pose, then launch into a pretentious argument about why Macs are so much better than PC's. And I'm right. I'm also less principled than I appear, which is why I swallowed my pride and installed Windows 7 on my Macbook. Somehow –somehow!– it didn't kill me. I have been fighting with ArcGIS all year. It's a clunky program, characterized by just the kind of wonky interface that you would expect from programmers who write code exclusively for PC's. During even the most routine tasks, I often get error codes that are reminiscent of Windows 3.0: "Application Error – Unauthorized Keystroke (Ref # 3187CX-R-59). Program will self-destruct in 10 seconds without 24 digit abort code which must be requested from ESRI headquarters. Allow 3-5 weeks for processing." But I need ArcGIS. Qualitative geographers aren't supposed to say things like that, but I do. It's the industry standard GIS software. If I want to be a geographer, I should know how to use it. Furthermore, I need it for my MA project. After wasting too many hours last week (and last year) trying to run ArcGIS on a less capable PC laptop, I purchased a copy of Windows 7 (wearing non-descript clothing, a hat, and dark sunglasses), installed it on my MacBook, and then installed ArcGIS. It runs much, much better. What's more, I no longer have to choose between working at my desk near my books and documents and going to the basement. So how did I do it? You can find more details on the internet, but here's the simple process: 1. Backup your computer. 2. Use iDefrag to clean up your hard drive. You need uninterrupted space on your hard drive for the Windows partition. 3. Use BootCamp Assistant to partition your hard drive for Windows. Allow about 30GB. 4. Insert Windows 7 installation disk (I used 32 bit) and follow prompts. Now your MacBook has Windows 7, too. 5. Use Apple's Snow Leopard disk to load drivers. 6. In Windows environment, download new drivers using Boot Camp updater. These two steps help your Mac hardware and Windows OS play nice. 7. Insert ArcGIS disk and follow prompts. 8. Download iTunes, Safari, Quick Time, and Adobe Acrobat reader. Just because you now have Windows 7 doesn't mean you want to get into the habit of using Microsoft software. Done! Next time you start up, hold down the "Option" key and you can pick between booting up in Mac OSX or Windows 7. And you'll be able to do all your ArcGIS work without switching computers. I also recommend getting a travel-size external drive on which to store and access all mapping projects; it will keep your hard drive from getting cluttered. |


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