AMANDA (Windows, OS X, Linux)
A Glossary of Special Terms
Term | Meaning |
---|---|
EPUB | A standardized format for digital books. |
FTP | FTP stands for File Transfer Protocol. It is a protocol used to transfer files from one computer to another via a wired or wireless network. |
Gantt chart | A type of bar chart used for project schedules, in which the tasks to be completed are shown as bars on the vertical axis, and time is shown on the horizontal axis, with the width of a given bar indicating the length of a given task. This facilitates planning by automating the tracking of milestone schedules and dependencies. |
GTD | GTD stands for Getting Things Done. It is a productivity method created by productivity consultant David Allen that allows users to focus on those tasks that should be addressed in a given context and at the right timescale of planning, from current activities to life-long goals. |
IP | IP stands for Intellectual Property, such as inventions and work products that are often patented or copyrighted. |
Linux | Linux is a family of open-source operating systems created by Linus Torvalds in 1991, serving as an alternative to the commercial ones. |
MTA | MTA stands for Materials Transfer Agreement—contracts that govern the transfer of research materials (e.g., DNA plasmids, cell lines) across institutions. |
MySQL | MySQL is an open-source database management system, consisting of a server back end that houses the data and a front end that allows users to query the database in very flexible ways. |
OCR | OCR stands for Optical Character Recognition—a process by which text is automatically recognized in an image, for example, converting a FAX or photo of a document into an editable text file. |
PDF stands for Portable Document Format, which serves as a standard format for many different types of devices and operating systems to be able to display (and sometimes edit) documents. | |
PMID | PMID stands for PubMed ID—the unique identifier used in the PubMed database to refer to published papers. |
SFTP | SFTP stands for SSH File Transfer Protocol but is often also referred to as Secure File Transfer Protocol. Its purpose is to transfer data over a network, similarly to FTP, but with added security (encryption). |
SSH | SSH stands for Secure Shell. This allows a remote user to connect to the operating system of their computer via a terminal-like interface. |
SSD | SSD stands for Solid State Drive. An SSD is a type of storage device for a computer that uses flash memory instead of a spinning disk, as in a typical hard drive. Compared with spinning hard drives, these are smaller, require less power, generate less heat, are less likely to break during routine use, and, crucially, enable vastly faster read and write speeds. |
TB | TB stands for Terabyte—a unit of measuring file size on a computer. One terabyte is equivalent to one thousand gigabytes, one million megabytes, or one trillion bytes. |
VNC | VNC stands for Virtual Network Computing—a desktop sharing system that transmits video signal and commands from one computer to another, allowing a user to interact with a remote computer the same way as if it were the computer they were currently using. |
VPN | VPN stands for Virtual Private Network. A virtual private network allows connections to internet-based resources with high security (encryption of data). |
WYSIWYG | WYSIWYG stands for What You See Is What You Get. This refers to applications where the output of text or other data being edited appears the same on-screen as it will when it is a finished project, such as a sheet of paper with formatted text (Microsoft Word and Scrivener are such, whereas LaTeX is not). |
Windows | Windows refers to the operating system Microsoft Windows. It is one of the most common operating systems in use today and is compatible with the vast majority of applications and hardware. |
XML | XML stands for Extensible Markup Language. Extensible Markup Language is a markup language used to encode documents such that they are readable by both humans and a variety of software. |
Although there is a huge variety of different types of scientific enterprises, most of them contain one or more activities that can be roughly subsumed by the conceptual progression shown in Figure 1 . This life cycle progresses from brainstorming and ideation through planning, execution of research, and then creation of work products. Each stage requires unique activities and tools, and it is crucial to establish a pipeline and best practices that enable the results of each phase to effectively facilitate the next phase. All of the recommendations given below are designed to support the following basic principles:
The Life Cycle of Research Activity
Various projects occupy different places along a typical timeline. The life cycle extends from creative ideation to gathering information, to formulating a plan, to the execution for the plan, and then to producing a work product such as a grant or paper based on the results. Many of these phases necessitate feedback to a prior phase, shown in thinner arrows (for example, information discovered during a literature search or attempts to formalize the work plan may require novel brainstorming). This diagram shows the product (end result) of each phase and typical tools used to accomplish them.
These basic principles can be used as the skeleton around which specific strategies and new software products can be deployed. Whenever possible, these can be implemented via external administration services (i.e., by a dedicated project manager or administrator inside the group), but this is not always compatible with budgetary constraints, in which case they can readily be deployed by each principal investigator. The PIs also have to decide whether they plan to suggest (or insist) that other people in the group also use these strategies, and perhaps monitor their execution. In our experience, it is most essential for anyone leading a complex project or several to adopt these methods (typically, a faculty member or senior staff scientist), whereas people tightly focused on one project and with limited concurrent tasks involving others (e.g., Ph.D. students) are not essential to move toward the entire system (although, for example, the backup systems should absolutely be ensured to be implemented among all knowledge workers in the group). The following are some of the methods that have proven most effective in our own experience.
Several key elements should be pillars of your Information Technology (IT) infrastructure ( Figure 2 ). You should be familiar enough with computer technology that you can implement these yourself, as it is rare for an institutional IT department to be able to offer this level of assistance. Your primary disk should be a large (currently, ∼2TB) SSD drive or, better, a disk card (such as the 2TB SSD NVMe PCIe) for fast access and minimal waiting time. Your computer should be so fast that you spend no time (except in the case of calculations or data processing) waiting for anything—your typing and mouse movement should be the rate-limiting step. If you find yourself waiting for windows or files to open, obtain a better machine.
Schematic of Data Flow and Storage
Three types of information: data (facts and datasets), action plans (schedules and to-do lists), and work product (documents) all interact with each other in defining a region of work space for a given research project. All of this should be hosted on a single PC (personal computer). It is accessed by a set of regular backups of several types, as well as by the user who can interact with raw files through the file system or with organized data through a variety of client applications that organize information, schedules, and email. See Table 2 for definitions of special terms.
One key element is backups—redundant copies of your data. Disks fail—it is not a question of whether your laptop or hard drive will die, but when. Storage space is inexpensive and researchers' time is precious: team members should not tolerate time lost due to computer snafus. The backup and accessibility system should be such that data are immediately recoverable following any sort of disaster; it only has to be set up once, and it only takes one disaster to realize the value of paranoia about data. This extends also to laboratory inventory systems—it is useful to keep (and back up) lists of significant equipment and reagents in the laboratory, in case they are needed for the insurance process in case of loss or damage.
The main drive should be big enough to keep all key information (not primary laboratory data, such as images or video) in one volume—this is to facilitate cloning. You should have an extra internal drive (which can be a regular disk) of the same size or bigger. Use something like Carbon Copy Cloner or SuperDuper to set up a nightly clone operation. When the main disk fails (e.g., the night before a big grant is due), boot from the clone and your exact, functioning system is ready to go. For Macs, another internal drive set up as a Time Machine enables keeping versions of files as they change. You should also have an external drive, which is likewise a Time Machine or a clone: you can quickly unplug it and take it with you, if the laboratory has to be evacuated (fire alarm or chemical emergency) or if something happens to your computer and you need to use one elsewhere. Set a calendar reminder once a month to check that the Time Machine is accessible and can be searched and that your clone is actually updated and bootable. A Passport-type portable drive is ideal when traveling to conferences: if something happens to the laptop, you can boot a fresh (or borrowed) machine from the portable drive and continue working. For people who routinely install software or operating system updates, I also recommend getting one disk that is a clone of the entire system and applications and then set it to nightly clone the data only , leaving the operating system files unchanged. This guarantees that you have a usable system with the latest data files (useful in case an update or a new piece of software renders the system unstable or unbootable and it overwrites the regular clone before you notice the problem). Consider off-site storage. CrashPlan Pro is a reasonable choice for backing up laboratory data to the cloud. One solution for a single person's digital content is to have two extra external hard drives. One gets a clone of your office computer, and one is a clone of your home computer, and then you swap—bring the office one home and the home one to your office. Update them regularly, and keep them swapped, so that should a disaster strike one location, all of the data are available. Finally, pay careful attention (via timed reminders) to how your laboratory machines and your people's machines are being backed up; a lot of young researchers, especially those who have not been through a disaster yet, do not make backups. One solution is to have a system like CrashPlan Pro installed on everyone's machines to do automatic backup.
Another key element is accessibility of information. Everyone should be working on files (i.e., Microsoft Word documents) that are inside a Dropbox or Box folder; whatever you are working on this month, the files should be inside a folder synchronized by one of these services. That way, if anything happens to your machine, you can access your files from anywhere in the world. It is critical that whatever service is chosen, it is one that s ynchronizes a local copy of the data that live on your local machine (not simply keeps files in the cloud) —that way, you have what you need even if the internet is down or connectivity is poor. Tools that help connect to your resources while on the road include a VPN (especially useful for secure connections while traveling), SFTP (to transfer files; turn on the SFTP, not FTP, service on your office machine), and Remote Desktop (or VNC). All of these exist for cell phone or tablet devices, as well as for laptops, enabling access to anything from anywhere. All files (including scans of paper documents) should be processed by OCR (optical character recognition) software to render their contents searchable. This can be done in batch (on a schedule), by Adobe Acrobat's OCR function, which can be pointed to an entire folder of PDFs, for example, and left to run overnight. The result, especially with Apple's Spotlight feature, is that one can easily retrieve information that might be written inside a scanned document.
Here, we focus on work product and the thought process, not management of the raw data as it emerges from equipment and experimental apparatus. However, mention should be made of electronic laboratory notebooks (ELNs), which are becoming an important aspect of research. ELNs are a rapidly developing field, because they face a number of challenges. A laboratory that abandons paper notebooks entirely has to provide computer interfaces anywhere in the facility where data might be generated; having screens, keyboards, and mice at every microscope or other apparatus station, for example, can be expensive, and it is not trivial to find an ergonomically equivalent digital substitute for writing things down in a notebook as ideas or data appear. On the other hand, keeping both paper notebooks for immediate recording, and ELNs for organized official storage, raises problems of wasted effort during the (perhaps incomplete) transfer of information from paper to the digital version. ELNs are also an essential tool to prevent loss of institutional knowledge as team members move up to independent positions. ELN usage will evolve over time as input devices improve and best practices are developed to minimize the overhead of entering meta-data. However, regardless of how primary data are acquired, the researcher will need specific strategies for transitioning experimental findings into research product in the context of a complex set of personal, institutional, and scientific goals and constraints.
The pipeline begins with ideas, which must be cultivated and then harnessed for subsequent implementation ( Altshuller, 1984 ). This step consists of two components: identifying salient new information and arranging it in a way that facilitates novel ideas, associations, hypotheses, and strategic plans for making impact.
For the first step, we suggest an automated weekly PubCrawler search, which allows Boolean searches of the literature. Good searches to save include ones focusing on specific keywords of interest, as well as names of specific people whose work one wants to follow. The resulting weekly email of new papers matching specific criteria complements manual searches done via ISI's Web of Science, Google Scholar, and PubMed. The papers of interest should be immediately imported into a reference manager, such as Endnote, along with useful Keywords and text in the Notes field of each one that will facilitate locating them later. Additional tools include DevonAgent and DevonSphere, which enable smart searches of web and local resources, respectively.
Brainstorming can take place on paper or digitally (see later discussion). We have noticed that the rate of influx of new ideas is increased by habituating to never losing a new idea. This can be accomplished by establishing a voicemail contact in your cell phone leading to your own office voicemail (which allows voice recordings of idea fragments while driving or on the road, hands-free) and/or setting up Endnote or a similar server-synchronized application to record (and ideally transcribe) notes. It has been our experience that the more one records ideas arising in a non-work setting, the more often they will pop up automatically. For notes or schematics written on paper during dedicated brainstorming, one tool that ensures that nothing is lost is an electronic pen. For example, the Livescribe products are well integrated with Evernote and ensure that no matter where you are, anything you write down becomes captured in a form accessible from anywhere and are safe no matter what happens to the original notebook in which they were written.
Enhancing scientific thought, creative brainstorming, and strategic planning is facilitated by the creation of mind maps: visual representations of spatial structure of links between concepts, or the mapping of planned activity onto goals of different timescales. There are many available mind map software packages, including MindNode; their goal is to enable one to quickly set down relationships between concepts with a minimum of time spent on formatting. Examples are shown in Figures 3 A and 3B. The process of creating these mind maps (which can then be put on one's website or discussed with the laboratory members) helps refine fuzzy thinking and clarifies the relationships between concepts or activities. Mind mappers are an excellent tool because their light, freeform nature allows unimpeded brainstorming and fluid changes of idea structure but at the same time forces one to explicitly test out specific arrangements of plans or ideas.
Mind Mapping
(A and B) The task of schematizing concepts and ideas spatially based on their hierarchical relationships with each other is a powerful technique for organizing the creative thought process. Examples include (A), which shows how the different projects in our laboratory relate to each other. Importantly, it can also reveal disbalances or gaps in coverage of specific topics, as well as help identify novel relationships between sub-projects by placing them on axes (B) or even identify novel hypotheses suggested by symmetry.
(C) Relationships between the central nervous system (CNS) and regeneration, cancer, and embryogenesis. The connecting lines in black show typical projects (relationships) already being pursued by our laboratory, and the lack of a project in the space between CNS and embryogenesis suggests a straightforward hypothesis and project to examine the role of the brain in embryonic patterning.
It is important to note that mind maps can serve a function beyond explicit organization. In a good mapped structure, one can look for symmetries (revealing relationships that are otherwise not obvious) between the concepts involved. An obvious geometric pattern with a missing link or node can help one think about what could possibly go there, and often identifies new relationships or items that had not been considered ( Figure 3 C), in much the same way that gaps in the periodic table of the elements helped identify novel elements.
The input and output of the feedback process between brainstorming and literature mining is information. Static information not only consists of the facts, images, documents, and other material needed to support a train of thought but also includes anything needed to support the various projects and activities. It should be accessible in three ways, as it will be active during all phases of the work cycle. Files should be arranged on your disk in a logical hierarchical structure appropriate to the work. Everything should also be searchable and indexed by Spotlight. Finally, some information should be stored as entries in a data management system, like Evernote or DevonThink, which have convenient client applications that make the data accessible from any device.
Notes in these systems should include useful lists and how-to's, including, for example:
Each note can have attachments, which include manuals, materials safety sheets, etc. DevonThink needs a little more setup but is more robust and also allows keeping the server on one's own machine (nothing gets uploaded to company servers, unlike with Evernote, which might be a factor for sensitive data). Scientific papers should be kept in a reference manager, whereas books (such as epub files and PDFs of books and manuscripts) can be stored in a Calibre library.
A special case of static information is email, including especially informative and/or actionable emails from team members, external collaborators, reviewers, and funders. Because the influx of email is ever-increasing, it is important to (1) establish a good infrastructure for its management and (2) establish policies for responding to emails and using them to facilitate research. The first step is to ensure that one only sees useful emails, by training a good Bayesian spam filter such as SpamSieve. We suggest a triage system in which, at specific times of day (so that it does not interfere with other work), the Inbox is checked and each email is (1) forwarded to someone better suited to handling it, (2) responded quickly for urgent things that need a simple answer, or (3) started as a Draft email for those that require a thoughtful reply. Once a day or a couple of times per week, when circumstances permit focused thought, the Draft folder should be revisited and those emails answered. We suggest a “0 Inbox” policy whereby at the end of a day, the Inbox is basically empty, with everything either delegated, answered, or set to answer later.
We also suggest creating subfolders in the main account (keeping them on the mail server, not local to a computer, so that they can be searched and accessed from anywhere) as follows:
Incoming emails belonging to those categories (for example, an email from an NIH program officer acknowledging a grant submission, a collaborator who emailed a plan of what they will do next, or someone who promised to answer a specific question) should be sorted from the Inbox to the relevant folder. Every couple of weeks (according to a calendar reminder), those folders should be checked, and those items that have since been dealt with can be saved to a Saved Messages folder archive, whereas those that remain can be Replied to as a reminder to prod the relevant person.
In addition, as most researchers now exchange a lot of information via email, the email trail preserves a record of relationships among colleagues and collaborators. It can be extremely useful, even years later, to be able to go back and see who said what to whom, what was the last conversation in a collaboration that stalled, who sent that special protocol or reagent and needs to be acknowledged, etc. It is imperative that you know where your email is being stored, by whom, and their policy on retention, storage space limits, search, backup, etc. Most university IT departments keep a mail server with limited storage space and will delete your old emails (even more so if you move institutions). One way to keep a permanent record with complete control is with an application called MailSteward Pro. This is a front-end client for a freely available MySQL server, which can run on any machine in your laboratory. It will import your mail and store unlimited quantities indefinitely. Unlike a mail server, this is a real database system and is not as susceptible to data corruption or loss as many other methods.
A suggested strategy is as follows. Keep every single email, sent and received. Every month (set a timed reminder), have MailSteward Pro import them into the MySQL database. Once a year, prune them from the mail server (or let IT do it on their own schedule). This allows rapid search (and then reply) from inside a mail client for anything that is less than one year old (most searches), but anything older can be found in the very versatile MailStewardPro Boolean search function. Over time, in addition to finding specific emails, this allows some informative data mining. Results of searches via MailStewardPro can be imported into Excel to, for example, identify the people with whom you most frequently communicate or make histograms of the frequency of specific keywords as a function of time throughout your career.
With ideas, mind maps, and the necessary information in hand, one can consider what aspects of the current operations plan can be changed to incorporate plans for new, impactful activity.
A very useful strategy involves breaking down everything according to the timescales of decision-making, such as in the Getting Things Done (GTD) philosophy ( Figure 4 ) ( Allen, 2015 ). Activities range from immediate (daily) tasks to intermediate goals all the way to career-scale (or life-long) mission statements. As with mind maps, being explicit about these categories not only force one to think hard about important aspects of their work, but also facilitate the transmission of this information to others on the team. The different categories are to be revisited and revised at different rates, according to their position on the hierarchy. This enables you to make sure that effort and resources are being spent according to priorities.
Scales of Activity Planning
Activities should be assigned to a level of planning with a temporal scale, based on how often the goals of that level get re-evaluated. This ranges from core values, which can span an entire career or lifetime, all the way to tactics that guide day-to-day activities. Each level should be re-evaluated at a reasonable time frame to ensure that its goals are still consistent with the bigger picture of the level(s) above it and to help re-define the plans for the levels below it.
We also strongly recommend a yearly personal scientific retreat. This is not meant to be a vacation to “forget about work” but rather an opportunity for freedom from everyday minutiae to revisit, evaluate, and potentially revise future activity (priorities, action items) for the next few years. Every few years, take more time to re-map even higher levels on the pyramid hierarchy; consider what the group has been doing—do you like the intellectual space your group now occupies? Are your efforts having the kind of impact you realistically want to make? A formal diagram helps clarify the conceptual vision and identify gaps and opportunities. Once a correct level of activity has been identified, it is time to plan specific activities.
A very good tool for this purpose, which enables hierarchical storage of tasks and subtasks and their scheduling, is OmniFocus ( Figure 5 ). OmniFocus also enables inclusion of files (or links to files or links to Evernote notes of information) together with each Action. It additionally allows each action to be marked as “Done” once it is complete, providing not only a current action plan but a history of every past activity. Another interesting aspect is the fact that one can link individual actions with specific contexts: visualizing the database from the perspective of contexts enables efficient focus of attention on those tasks that are relevant in a specific scenario. OmniFocus allows setting reminders for specific actions and can be used for adding a time component to the activity.
Project Planning
This figure shows a screenshot of the OmniFocus application, illustrating the nested hierarchy of projects and sub-projects, arranged into larger groups.
The best way to manage time relative to activity (and to manage the people responsible for each activity) is to construct Gantt charts ( Figure 6 ), which can be used to plan out project timelines and help keep grant and contract deliverables on time. A critical feature is that it makes dependencies explicit, so that it is clear which items have to be solved/done before something else can be accomplished. Gantt charts are essential for complex, multi-person, and/or multi-step projects with strict deadlines (such as grant deliverables and progress reports). Software such as OmniPlanner can also be used to link resources (equipment, consumables, living material, etc.) with specific actions and timelines. Updating and evaluation of a Gantt chart for a specific project should take place on a time frame appropriate to the length of the next immediate phase; weekly or biweekly is typical.
Timeline Planning
This figure shows a screenshot of a typical Gantt chart, in OmniPlan software, illustrating the timelines of different project steps, their dependencies, and specific milestones (such as a due date for a site visit or grant submission). Note that Gantt software automatically moves the end date for each item if its subtasks' timing changes, enabling one to see a dynamically correct up-to-date temporal map of the project that adjusts for the real-world contingencies of research.
In addition to the comprehensive work plan in OmniFocus or similar, it is helpful to use a Calendar (which synchronizes to a server, such as Microsoft Office calendar with Exchange server). For yourself, make a task every day called “Monday tasks,” etc., which contains all the individual things to be accomplished (which do not warrant their own calendar reminder). First thing in the morning, one can take a look at the day's tasks to see what needs to be done. Whatever does not get done that day is to be copied onto another day's tasks. For each of the people on your team, make a timed reminder (weekly, for example, for those with whom you meet once a week) containing the immediate next steps for them to do and the next thing they are supposed to produce for your meeting. Have it with you when you meet, and give them a copy, updating the next occurrence as needed based on what was decided at the meeting to do next. This scheme makes it easy for you to remember precisely what needs to be covered in the discussion, serves as a record of the project and what you walked about with whom at any given day (which can be consulted years later, to reconstruct events if needed), and is useful to synchronize everyone on the same page (if the team member gets a copy of it after the meeting).
Writing, to disseminate results and analysis, is a central activity for scientists. One of the OmniFocus library's sections should contain lists of upcoming grants to write, primary papers that are being worked on, and reviews/hypothesis papers planned. Microsoft Word is the most popular tool for writing papers—its major advantage is compatibility with others, for collaborative manuscripts (its Track Changes feature is also very well implemented, enabling collaboration as a master document is passed from one co-author to another). But Scrivener should be seriously considered—it is an excellent tool that facilitates complex projects and documents because it enables WYSIWYG text editing in the context of a hierarchical structure, which allows you to simultaneously work on a detailed piece of text while seeing the whole outline of the project ( Figure 7 ).
Writing Complex Materials
This figure shows a screenshot from the Scrivener software. The panel on the left facilitates logical and hierarchical organization of a complex writing project (by showing where in the overall structure any given text would fit), while the editing pane on the right allows the user to focus on writing a specific subsection without having to scroll through (but still being able to see) the major categories within which it must fit.
It is critical to learn to use a reference manager—there are numerous ones, including, for example, Endnote, which will make it much easier to collaborate with others on papers with many citations. One specific tip to make collaboration easier is to ask all of the co-authors to set the reference manager to use PMID Accession Number in the temporary citations in the text instead of the arbitrary record number it uses by default. That way, a document can have its bibliography formatted by any of the co-authors even if they have completely different libraries. Although some prefer collaborative editing of a Google Doc file, we have found a “master document” system useful, in which a file is passed around among collaborators by email but only one can make (Tracked) edits at a time (i.e., one person has the master doc and everyone makes edits on top of that).
One task most scientists regularly undertake is writing reviews of a specific subfield (or Whitepapers). It is often difficult, when one has an assignment to write, to remember all of the important papers that were seen in the last few years that bear on the topic. One method to remedy this is to keep standing document files, one for each topic that one might plausibly want to cover and update them regularly. Whenever a good paper is found, immediately enter it into the reference manager (with good keywords) and put a sentence or two about its main point (with the citation) into the relevant document. Whenever you decide to write the review, you will already have a file with the necessary material that only remains to be organized, allowing you to focus on conceptual integration and not combing through literature.
The life cycle of research can be viewed through the lens of the tools used at different stages. First there are the conceptual ideas; many are interconnected, and a mind mapper is used to flesh out the structure of ideas, topics, and concepts; make it explicit; and share it within the team and with external collaborators. Then there is the knowledge—facts, data, documents, protocols, pieces of information that relate to the various concepts. Kept in a combination of Endnote (for papers), Evernote (for information fragments and lists), and file system files (for documents), everything is linked and cross-referenced to facilitate the projects. Activities are action items, based on the mind map, of what to do, who is doing what, and for which purpose/grant. OmniFocus stores the subtasks within tasks within goals for the PI and everyone in the laboratory. During meetings with team members, these lists and calendar entries are used to synchronize objectives with everyone and keep the activity optimized toward the next step goals. The product—discovery and synthesis—is embodied in publications via a word processor and reference manager. A calendar structure is used to manage the trajectory from idea to publication or grant.
The tools are currently good enough to enable individual components in this pipeline. Because new tools are continuously developed and improved, we recommend a yearly overview and analysis of how well the tools are working (e.g., which component of the management plan takes the most time or is the most difficult to make invisible relative to the actual thinking and writing), coupled to a web search for new software and updated versions of existing programs within each of the categories discussed earlier.
A major opportunity exists for software companies in the creation of integrated new tools that provide all the tools in a single integrated system. In future years, a single platform will surely appear that will enable the user to visualize the same research structure from the perspective of an idea mind map, a schedule, a list of action items, or a knowledge system to be queried. Subsequent development may even include Artificial Intelligence tools for knowledge mining, to help the researcher extract novel relationships among the content. These will also need to dovetail with ELN platforms, to enable a more seamless integration of project management with primary data. These may eventually become part of the suite of tools being developed for improving larger group dynamics (e.g., Microsoft Teams). One challenge in such endeavors is ensuring the compatibility of formats and management procedures across groups and collaborators, which can be mitigated by explicitly discussing choice of software and process, at the beginning of any serious collaboration.
Regardless of the specific software products used, a researcher needs to put systems in place for managing information, plans, schedules, and work products. These digital objects need to be maximally accessible and backed up, to optimize productivity. A core principle is to have these systems be so robust and lightweight as to serve as an “external brain” ( Menary, 2010 )—to maximize creativity and deep thought by making sure all the details are recorded and available when needed. Although the above discussion focused on the needs of a single researcher (perhaps running a team), future work will address the unique needs of collaborative projects with more lateral interactions by significant numbers of participants.
We thank Joshua Finkelstein for helpful comments on a draft of the manuscript. M.L. gratefully acknowledges support by an Allen Discovery Center award from the Paul G. Allen Frontiers Group (12171) and the Barton Family Foundation.
Home Blog Project Management Top 170 Project Management Research Topics to Work in 2024
In the ever-evolving field of project management, staying ahead of the most recent research trends is essential for professionals who wish to enhance their skills and increase successful project outcomes. This article highlights the top ten project management research topics expected to impact the project management field in 2024 significantly.
Along with Project Management certification courses , this thorough list will be an invaluable tool for exploring the main research frontiers in the dynamic field of project management. Whether you are an aspiring project manager, an academic researcher, or an industry professional looking to optimize your project strategies, project management certifications will support your growth.
Project management research papers are academic documents that go deeply into a single topic or aspect of the field of project management. It is usually written by students, researchers, or professionals in the field of project management, and its goal is to add new knowledge, insights, or views to the field.
A research paper on project management will look at some aspects of project management, be it a theoretical framework, methodology, best practices, or case studies. It entails conducting a systematic investigation into the chosen topic, accumulating and analyzing relevant information, and drawing conclusions or making suggestions based on the findings. The study of the project management research topics 2024 will help budding project managers along with PMP certification training .
Here is a list of project management research topics, for writing your project research paper.
1 | Impact of Global Leadership in Leading to the Success of a Project |
2 | Effects of Cultural Diversity on Project Performance |
3 | Popular Leadership Style Used by Project Managers |
4 | Evaluate PMBOK Guidelines |
5 | Stakeholder Approach to Successful Adoption of Projects |
6 | Effect of Change Mobilization on Companies |
7 | Impact of Reward System on Boosting Productivity |
8 | Relation Between Leadership and Change Management |
9 | How to Develop Cost-effective Projects in Developed Nations? |
What is a Project Management Research Paper? |
The following are the top project management thesis topics in 2024. Let us look into key points and overview of each project management research proposal:
The following are the key points covered in the thesis on project management of “Impact of global leadership in leading to the success of a project”.
The influence of global leadership on the success of a project has become an increasingly vital subject of research in the discipline of project management. Project teams are becoming more diverse, multicultural, and geographically dispersed as organizations continue to expand their global operations. This trend has created an urgent need for effective global leadership to navigate the complexities and challenges of managing projects across multiple countries, cultures, and time zones.
This research topic, it is examined how cultural diversity affects project performance as well as how project managers may successfully lead a multicultural team to project success.
In today's globalized world, cultural diversity is more common than ever and has a big impact on project management. Project managers need to understand how cultural variations between the team, stakeholders, and clients might impact project performance.
The following are the key points discussed in the research paper “Popular leadership style used by project managers”.
The paper begins by emphasizing the significance of effective project management leadership and its influence on project outcomes. It emphasizes that project managers require not only technical expertise but also the ability to inspire and lead their teams to deliver results. The purpose of this study is to identify the most prevalent leadership styles employed by project managers and cast light on their effectiveness within the context of project management.
Overall, the project management research paper offers insightful insights into the most prevalent leadership styles employed by project managers. It provides a thorough comprehension of the significance of leadership in project management and emphasizes the effectiveness of transformational leadership in motivating high-performance teams. The findings are a valuable resource for project managers and other professionals who wish to improve their leadership skills and project outcomes.
The following are the key points in “Evaluate the PMBOK guidelines”.
This research paper tries to evaluate the Project Management Body of Knowledge (PMBOK) guidelines, a widely accepted project management standard. The PMBOK provides a comprehensive framework and best practices for effectively managing projects. This study analyzes the strengths and weaknesses of the PMBOK guidelines, identifies areas for improvement, and proposes potential enhancements to increase its relevance and applicability in modern project management practices.
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The following are the key points discussed in the research paper “Stakeholder Approach to Successful Adoption of Projects.”
This research paper begins with an overview of stakeholders and their significance in project management. It emphasizes that stakeholders include individuals, groups, and organizations that can influence a project or be influenced by it. The paper emphasizes the necessity of identifying, analyzing, and ranking stakeholders based on their interests, power, and influence while acknowledging the wide variety of stakeholders involved in any given project.
The paper concludes by highlighting the importance of adopting a stakeholder-based approach to project management for attaining successful project outcomes. It prioritizes the need for project managers to recognize stakeholders as essential collaborators and engage them actively throughout the project lifecycle. By considering the interests of stakeholders, managing their expectations, and maintaining open communication channels, projects can increase their likelihood of successful adoption and long-term sustainability.
The following are the key points discussed in the research paper “Effects of change mobilization in Companies.”
The "Effect of Change Mobilization in Companies" research paper investigates the influence of change mobilization on organizational performance and employee engagement. The study investigates the numerous strategies and approaches utilized by businesses to successfully carry out and oversee initiatives to change. The findings demonstrate a positive relationship between effective change mobilization and increased productivity, innovation, and employee satisfaction. The paper highlights the significance of leadership, communication, and employee participation in facilitating organizational change.
The following are the key points included in the project management research paper “Impact of a reward system on boosting productivity”.
The research paper investigates the effects of implementing a reward system on organizational productivity levels. The study investigates how incentives and recognition can positively impact employee motivation, engagement, and overall performance.
Overall, the research paper illuminates the significant influence of a reward system on increasing organizational productivity. It provides administrators and human resource professionals with valuable insights and recommendations that can be used to improve employee motivation and performance, leading to increased productivity and organizational success.
The following are the key points discussed in the research paper “Relation between Leadership and Change Management”:
This project management research topic examines the vital connection between leadership and change management in the context of project management. It attempts to examine how effective leadership influences the success of organizational change initiatives. Examining various leadership styles and their influence on change management processes, the study identifies the important factors that contribute to effective leadership in driving successful change.
The following are the key points discussed in the research paper “How to Develop Cost-effective Projects in Developed Nations”:
This research paper concentrates on the identification of strategies and methods to build cost-effective projects in developed nations. The study acknowledges the challenges project managers experience in high-cost environments and aims to provide practical insights and suggestions for achieving optimal project outcomes while minimizing costs. The paper synthesizes current research and case studies to highlight key contributors to cost-effectiveness and presents a framework for project management in developed nations.
The following are the key points included in the research paper “Analyze the Role of soft skills in project success rates”:
The "Analyze the Role of Soft Skills in Project Success Rates" research paper examines the significance of soft skills in determining project success rates. Soft skills are a collection of personal characteristics and interpersonal abilities that enable individuals to communicate, collaborate, and manage relationships in professional settings. This study seeks to investigate the effect of these abilities on project outcomes, shedding light on their contribution to project success.The paper begins with an introduction to the significance of soft skills in the contemporary workplace, emphasizing their increasing recognition alongside technical expertise. It emphasizes the growing complexity of initiatives and the need for effective teamwork, communication, and leadership skills to successfully navigate such complexity.
These topics cover a range of critical issues, tactics, risk management, AI integration, and agile methodologies in software project management.
These topics cover sustainability, safety, technology adoption, and stakeholder engagement in construction project management.
These topics cover various aspects of healthcare project management, facility construction, implementing technology, quality improvement, and crisis management.
A. project initiation .
A. finance and accounting .
It is suggested to get certified in PRINCE2 certification training for aspiring project managers, which will help them work on well-organized and logical project management topics for research papers. Here is a step-by-step guide to writing your research paper on project management:
These topics for research in project management provide an excellent roadmap for project management academicians and practitioners to follow as we move forward. By focusing on these areas, we can obtain valuable insights, foster innovation, and elevate the project management discipline to new heights. The discipline of project management, such as construction project management research topics and ideas, is in a constant state of evolution, and researchers need to explore new avenues and address new challenges. Along with getting trained in these project management research proposal topics, it is suggested to enroll in KnowledgeHut Project Management courses for beginners and get globally recognized accreditations.
Project management for research is the process of planning, coordinating, and carrying out research tasks in a way that helps reach certain goals within certain limits.
The questions that a study or research project is trying to answer are the research questions. Most of the time, this question is about a problem or issue that is answered in the study's result through the analysis and interpretation of data.
The latest emerging project topics are Hybrid Project Management, Artificial Intelligence (AI) And Automation, Rise in remote working, Advanced Resource and Project Management Software, and Projects and Organizational strategy.
Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.
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Explore risks for greenfield or zero-to-one projects and discover the main reasons why many such projects fail..
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A zero-to-one project is also known as a greenfield project. These projects are basically small ideas with almost no tangible work. The inherent complexities of zero-to-one projects are hard and many struggle with it. There are more chances of failures in a zero-to-one project and the reasons can be very hard to detect.
This article tries to summarize the main reasons why many such projects fail. Many such projects are also called Proof of Concept (POC) or MVP (Minimum Viable Product) . Of course, there are some variants of perspective here, but that's not the intent of this article.
This is a by-product of a lack of clear vision or the stakeholder trying to expect too much from an initial version. This is very similar to a tarball analogy where each small increment leads to a big blob which becomes impossible to manage. Also, too much change in focus results in lost productivity and diminished returns. The MVP should have a clear problem statement that it solves and that should not change very often. There are ways of project management to introduce changes to the projects, but it should be of utmost importance to the stakeholders that the tradeoffs here are higher.
This happens more frequently and projects in this category are bound to fail from day one. Many times this is a cause of stakeholders being tunnel-visioned and not considering other alternatives. Interviewing users is another strategy to bypass this risk. Even after doing market research and interviewing many users, the extracted information should be reviewed by more than one person. The problem with data is that you can always find some signals, but it takes some experience to detect noise in those signals. Also, if there are established companies who are already working on similar ideas or ideas that solve the same problem differently, it can introduce necessary challenges and might cause a reason to pivot.
Every Product Manager gets excited to hire an engineering team and build out the product. Too many times, engineers are hired with whatever skill set they have. For many challenging zero-to-one projects, the use of the proper technological solution is challenging. Hiring a proper technological consultant to lay out the plans and highlight skills to hire can pay off in the future.
Another problem is to invest time if your solutions require using some cloud services. Many cloud tech companies provide low rates to let start-ups use their services. This however is only for a certain period, and when the full pricing activates, it can eat up the profits really fast. It's also very hard to pivot then and shift the application to a different provider. Hiring good talent and engineering managers for such a problem will pay off.
A lot has changed in terms of how data is seen from regulators and not paying attention to them can result in unnecessary legal actions. This should be studied well before starting the journey.
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Project Management Journal. Project Management Journal® is the academic and research journal of the Project Management Institute and features state-of-the-art research, techniques, theories, and applications in project management. View full journal description.
Published Research. Since 1997, PMI has sponsored academic research projects. This knowledge enables stakeholders to make informed decisions and assess industry trends and challenges. It supports professional development, fosters a community that values continuous learning and innovation, and contributes to the overall advancement of knowledge ...
November 06, 2023. Illustration by Klawe Rzeczy. Summary. Traditional project management skills, such as project governance or project management methodology, aren't sufficient to meet changing ...
The Four Phases of Project Management. Leadership & Managing People Digital Article. HBR Editors. Harvard Business Review Staff. Planning, build-up, implementation, and closeout. November 03, 2016.
The International Journal of Project Management is the leading journal for the field of project management and organization studies. The International Journal of Project Management aims to publish leading edge innovative research that significantly advances the field of project management and project organizing. It publishes new knowledge on ...
This entry of the series focuses on papers about management science (aka, operations research) models and practice methodologies (e.g., processes, heuristics, tools, and techniques). Project management grew out of management science and was indistinguishable from the field of its origins for many years.
We present a novel framework to assess 27 earned value management system (EVMS) environment factors and investigate their impact on project performance. A study of the EVMS literature, a survey of practitioners, and focus group meetings with 36 EVMS ... Open Access Research article First published February 15, 2024 pp. 389-405.
Past studies of project management practices have focused on PM tools and techniques and recognized the importance of strategic assets. Globalization, digital transformations, and hyper ...
Abbasi A, Jaafari A. Evolution of Project Management Research and Industry-focused Innovations. The Journal of Modern Project Management. 2018;6(1). View Article Google Scholar 30. Andriukaitienė R, Voronkova V, Kyvliuk O, Maksimenyuk M, Sakun A. Theoretical insights into expression of leadership competencies in the process of management. ...
A Systematic Literature Review of Project Management Tools and Their ...
Rodney Turner (2022) provides an overview on the Organizational Behavior research in Project Management. Jeff Pinto (2022) addresses the current state of theory and practice. He asks whether Project Management has reached its academic and disciplinary inflection point and provides recommendations to avoid inflection traps.
His main research interests are in tactical operations issues, especially project management, scheduling and pricing, public policy and sports management problems. He is the author of over 70 refereed publications, and has given over 260 academic presentations, including 88 invited presentations in 20 countries, 6 conference keynote ...
Project management researchers should also promote research in the application of technologies to techniques. An example is the usage of machine learning within project risk management (Mhlari, 2020). Research focus area 2 focuses on the project management processes and deliverables that are objects of digitalization.
Project Management (PM) may be described as a set of. activities which enabl es successful implementation of a. project. In developm ent projects, the term "successful. implementation" usual ...
As the leading community for project managers around the globe, PMI is committed to defining and developing the future of project management by supporting the work of scholars through research, teaching, and education programs. Join the Academic Network for updates and browse tools for educators, researchers, and academic programs below.
PMI offers an advanced selection of research in our Learning Library articles. Learn more about project management, agile, business analysis, and more here.
Seven Decades of Project Portfolio Management Research (1950-2019) and Perspectives for the Future, May/June 2022, 277-294. 26. Studying the Management of Project Networks: From Structures to Practices? ... This article was published in Project Management Journal. VIEW ALL JOURNAL METRICS. Article usage * Total views and downloads: 9266
Introduction. Researchers, at all stages of their careers, are facing an ever-increasing deluge of information and deadlines. Additional difficulties arise when one is the Principal Investigator (PI) of those researchers: as group size and scope of inquiry increases, the challenges of managing people and projects and the interlocking timelines, finances, and information pertaining to those ...
Here is a list of project management research topics, for writing your project research paper. Sr. No. Top Project Management Research Topics. 1. Impact of Global Leadership in Leading to the Success of a Project. 2. Effects of Cultural Diversity on Project Performance. 3.
Civil engineering project management | Explore the latest full-text research PDFs, articles, conference papers, preprints and more on CONSTRUCTION PROJECT MANAGEMENT. Find methods information ...
Professor Holzmann's research focuses on project management, innovation and entrepreneurship, strategy, and impact management. Her work has been presented at international conferences and published in books and scholarly journals. Before joining academia, she held various managerial positions in technological startups and worked as a ...
This article differs project management from project success, gives definitions of project management success, aims to review different models of project management success, differs success of managing public and private projects and gives a special accent on present situation in context of project management in Croatia. ... A.J. Shenhar, D ...
Newtown Square, PA: Project Management Institute. David Wilemon, Director, Innovation Management Program, School of Management, Syracuse University. The purpose of this paper is to share one researcher's perspectives and experiences on project management research. The paper begins by identifying some of the early issues examined and how these ...
There are ways of project management to introduce changes to the projects, but it should be of utmost importance to the stakeholders that the tradeoffs here are higher. Not Enough Market Research.
Project management, a methodological approach that has gained the trust of many organizations, is significantly influenced by leadership and management style, playing a vital role in project success.
She was the main investigator on a financed research project during the years 2005-2008 and participated as a researcher in several others. Now she is a researcher in Project P25: IGPM—Integrated Global Project Management of Industrialization Projects from the Program Innovative Car HMI, Bosch-University of Minho.
2. Project managers have high earning potential. While project management salaries vary based on experience, location, and industry, our salary survey shows high median salaries for project managers, such as US$120,000 in the United States, US$103,789 in Australia, and US$99,512 in Germany.. Survey respondents with a PMP ® certification also report higher median salaries than those without ...
Adobe Workfront is a cloud-based work management solution that helps teams and organizations plan, track, and manage their work efficiently. It is designed to streamline project management, task collaboration, resource management, and portfolio management across various teams and departments.