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Working with sources

How to Find Sources | Scholarly Articles, Books, Etc.

Published on June 13, 2022 by Eoghan Ryan . Revised on May 31, 2023.

It’s important to know how to find relevant sources when writing a research paper , literature review , or systematic review .

The types of sources you need will depend on the stage you are at in the research process , but all sources that you use should be credible , up to date, and relevant to your research topic.

There are three main places to look for sources to use in your research:

Research databases

Your institution’s library
Other online resources

Library resources, other online sources, other interesting articles, frequently asked questions about finding sources.

You can search for scholarly sources online using databases and search engines like Google Scholar . These provide a range of search functions that can help you to find the most relevant sources.

If you are searching for a specific article or book, include the title or the author’s name. Alternatively, if you’re just looking for sources related to your research problem , you can search using keywords. In this case, it’s important to have a clear understanding of the scope of your project and of the most relevant keywords.

Databases can be general (interdisciplinary) or subject-specific.

You can use subject-specific databases to ensure that the results are relevant to your field.
When using a general database or search engine, you can still filter results by selecting specific subjects or disciplines.

Example: JSTOR discipline search filter

Check the table below to find a database that’s relevant to your research.

Google Scholar

To get started, you might also try Google Scholar , an academic search engine that can help you find relevant books and articles. Its “Cited by” function lets you see the number of times a source has been cited. This can tell you something about a source’s credibility and importance to the field.

Example: Google Scholar “Cited by” function

Boolean operators

Boolean operators can also help to narrow or expand your search.

Boolean operators are words and symbols like AND , OR , and NOT that you can use to include or exclude keywords to refine your results. For example, a search for “Nietzsche NOT nihilism” will provide results that include the word “Nietzsche” but exclude results that contain the word “nihilism.”

Many databases and search engines have an advanced search function that allows you to refine results in a similar way without typing the Boolean operators manually.

Example: Project Muse advanced search

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You can find helpful print sources in your institution’s library. These include:

Journal articles
Encyclopedias
Newspapers and magazines

Make sure that the sources you consult are appropriate to your research.

You can find these sources using your institution’s library database. This will allow you to explore the library’s catalog and to search relevant keywords. You can refine your results using Boolean operators .

Once you have found a relevant print source in the library:

Consider what books are beside it. This can be a great way to find related sources, especially when you’ve found a secondary or tertiary source instead of a primary source .
Consult the index and bibliography to find the bibliographic information of other relevant sources.

You can consult popular online sources to learn more about your topic. These include:

Crowdsourced encyclopedias like Wikipedia

You can find these sources using search engines. To refine your search, use Boolean operators in combination with relevant keywords.

However, exercise caution when using online sources. Consider what kinds of sources are appropriate for your research and make sure the sites are credible .

Look for sites with trusted domain extensions:

URLs that end with .edu are educational resources.
URLs that end with .gov are government-related resources.
DOIs often indicate that an article is published in a peer-reviewed , scientific article.

Other sites can still be used, but you should evaluate them carefully and consider alternatives.

If you want to know more about ChatGPT, AI tools , citation , and plagiarism , make sure to check out some of our other articles with explanations and examples.

ChatGPT vs human editor
ChatGPT citations
Is ChatGPT trustworthy?
Using ChatGPT for your studies
What is ChatGPT?
Chicago style
Paraphrasing

Plagiarism

Types of plagiarism
Self-plagiarism
Avoiding plagiarism
Academic integrity
Consequences of plagiarism
Common knowledge

You can find sources online using databases and search engines like Google Scholar . Use Boolean operators or advanced search functions to narrow or expand your search.

For print sources, you can use your institution’s library database. This will allow you to explore the library’s catalog and to search relevant keywords.

It is important to find credible sources and use those that you can be sure are sufficiently scholarly .

Consult your institute’s library to find out what books, journals, research databases, and other types of sources they provide access to.
Look for books published by respected academic publishing houses and university presses, as these are typically considered trustworthy sources.
Look for journals that use a peer review process. This means that experts in the field assess the quality and credibility of an article before it is published.

When searching for sources in databases, think of specific keywords that are relevant to your topic , and consider variations on them or synonyms that might be relevant.

Once you have a clear idea of your research parameters and key terms, choose a database that is relevant to your research (e.g., Medline, JSTOR, Project MUSE).

Find out if the database has a “subject search” option. This can help to refine your search. Use Boolean operators to combine your keywords, exclude specific search terms, and search exact phrases to find the most relevant sources.

There are many types of sources commonly used in research. These include:

You’ll likely use a variety of these sources throughout the research process , and the kinds of sources you use will depend on your research topic and goals.

Scholarly sources are written by experts in their field and are typically subjected to peer review . They are intended for a scholarly audience, include a full bibliography, and use scholarly or technical language. For these reasons, they are typically considered credible sources .

Popular sources like magazines and news articles are typically written by journalists. These types of sources usually don’t include a bibliography and are written for a popular, rather than academic, audience. They are not always reliable and may be written from a biased or uninformed perspective, but they can still be cited in some contexts.

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Ryan, E. (2023, May 31). How to Find Sources | Scholarly Articles, Books, Etc.. Scribbr. Retrieved April 2, 2024, from https://www.scribbr.com/working-with-sources/finding-sources/

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Choosing & Using Sources: A Guide to Academic Research

(48 reviews)

Cheryl Lowry, Ohio State University

Publisher: Ohio State University Libraries

Language: English

Formats Available

Conditions of use.

Learn more about reviews.

Reviewed by Elbert Davis, Assistant Professor, Marshall University on 10/24/21

Comprehensiveness rating: 5 see less

The author does an incredible job in explaining the research process, from choosing a research question to how to search for sources (and citing those sources), and more. There are relevant self-check quizzes throughout the book to check for understanding, along with other supplemental resources. As the book was published through The Ohio State University, some of the sources are only available to OSU students, but the author makes it clear when this is the case.

Content Accuracy rating: 5

The author did an excellent job with the accuracy of the book, Two specific examples that stood out: taking care to mention that Wikipedia is a great as a starting point, but not as an endpoint for research. Lowry also clearly explained that educational use did not automatically mean fair use, which seems to be an issue with students and faculty alike.

Relevance/Longevity rating: 5

The book should remain relevant in years to come, as academic research seems to follow the same basic pattern. The only issue would be if The Ohio State University changes the links used in the book, although I expect these to be easy to update. The book would still be able to be used without the supplemental links though.

Clarity rating: 5

The book seems to be targeting an introductory audience. Lowry does a great job of breaking down the jargon of academic research into plain English for the beginning researcher.

Consistency rating: 5

I thought the author used approprate terminology for a student learning about academic research.

Modularity rating: 5

The book is designed into specific chapters for the different aspects of choosing a source. While there are specific sections devoted to The Ohio State University library, I would not expect to have any trouble assigning the other chapters in my courses.

Organization/Structure/Flow rating: 5

The author started at the beginning, with how to design a research question before going into choosing a source, which gave good background knowledge.

Interface rating: 5

The contents of the book were clean and crisp. No distortions were noted. Navigation from the table of contents was easy.

Grammatical Errors rating: 5

No grammatical errors were noted.

Cultural Relevance rating: 5

Nothing offensive was in the book.

I have a difficult time in getting beginning graduate student to understand the different types of sources and fair use. I think using most chapters of this book would help a great deal in that comprehension.

Reviewed by Kelly LeFave, Instructor, Portland Community College on 6/15/21

Comprehensiveness rating: 4 see less

This student friendly overview of academic research, including a strong focus on information literacy, covers many of the salient points that college level writing and writing for research classes curricula contain, making it a strong choice as a comprehensive and useful overview. Chapters include enough depth of coverage to make the leap from information to practice for students; self-directed activities are provided to check knowledge, work through concept applications, and offer more specifics. The book provides an easy-to-navigate Table of Contents, but an Index and Glossary do not seem to be available.

Content Accuracy rating: 4

Some errors appear that a thorough proofread would catch. Some resources may need to be updated since information practices and modes change so quickly; some references and links direct students to OSU information that would not apply to all readers.

Relevance/Longevity rating: 4

The book’s topic – academic research – necessarily demands constant updating given our fast-changing digital landscape and the shifting paradigms we are witnessing for locating and evaluating information in our times. Resources can become obsolete fairly quickly in this environment. The book’s content is largely up-to-date, though a thorough review of linked resources, perhaps annually, would be beneficial. For instance, a video on RSS mentioned a Google feature that looks to be no longer available, though finding alternatives proves simple when searched online. The book’s organization makes updating or replacing linked resources easy, so keeping the content relevant would be straightforward with regular review.

Content is presented in a style engaging for students, using the “you” pronoun address to walk readers through a thinking process that applies and links ideas to practice; this effective approach is used for many of the book’s concepts. The writing strikes a good stylistic balance between engaging the student reader and informing/challenging that same reader by modeling research brainstorming or methods. The style seems appropriate for college level readers and college level curricula. The topic of academic research does include some technical terms at times, but the book’s approach is to define and explain such terms a part of its content.

Stylistically and organizationally, the content is consistent and easy-to-follow. A user begins to anticipate knowledge check activities or “try it out” activities at particular points in each section. The knowledge check quizzes, which are simplified multiple choice questions, seem at odds with the highly contextualized concept explanations in much of the book’s prose; perhaps a different approach to knowledge check quizzing, which as an element can be helpful, would work better.

Modularity rating: 4

Headings and subheadings follow a logical organization and are easy to navigate in the book. Some sections do refer to—and link to—other book sections, but most would work as stand-alone modules. An instructor or course designer could pick and choose sections and adapt them for their own purposes. As a whole, the book remains self-referential to the context of a specific university, which limits the easy adaptation of the book, and perhaps even sections, for faculty and course designers at other educational institutions.

The book’s organization is easy to navigate and coheres with the overall focus on presenting academic research and information literacy in a way that invites students toward a practical and fuller understanding. Topic order makes sense and is organized via headings and subheadings well.

Overall, no significant navigation issues or interface distractions.

A few errors that look like typos remain in the book. Otherwise, grammatical errors are not an issue for readability.

Cultural Relevance rating: 4

A more nuanced and inclusive awareness of cultural relevance and diversity is worth considering for the book. The choice of some example topics, such as school shootings, might be distracting or traumatic for some student populations, while adding more examples that showcase interests or topics related to non-dominant cultural ideas would widen the sense of inclusivity throughout the book. Choices might be contingent on the demographics of the Ohio State University population, but more awareness of this aspect of the book might also make it more appealing as a resource for others to adapt

Reviewed by Nell McCabe, Associate Professor, Berkshire Community College on 6/15/21

This text is very-student friendly and covers all aspects of writing a student research paper, including steps that students frequently overlook such as the value of preliminary research and the different ways to incorporate different kinds of... read more

This text provides a well-balanced, research-driven approach to guiding students through the process of writing an academic research paper. Spelling mistakes, flaw grammar and usage, and factual errors are few and far between (as in I didn't find any during the course of this review).

Kinds of sources and the means of evaluating them are broad enough to be long-lasting, but the examples and other supporting details are timely and relevant.

This text uses student-friendly language and avoids jargon and other symptoms of academia run amok, while still maintaining high standards and expectations for students. Connections between the different stages of conducting research and developing an argument are well laid out and clear.

Terms associated with locating, evaluating, and incorporating a range of different kinds of sources are clear and consistent throughout the text.

The chapters do stand alone and I could image someone using bits and pieces or leaving out bits and pieces, but since the text is primarily focused on supporting the needs of a college research throughout the research process, it is hard to image much need for separating it into discrete modules. You could certainly rearrange the order of the chapters too if that worked better for your approach to teaching student research.

The flow of one chapter into the next is well-integrated and smooth. The order of the chapters

I had no issues with the interface; everything worked as expected.

Cultural Relevance rating: 3

The book does not go out of its way to make obviously inclusive examples. Increasing the cultural perspectives represented in the examples would enhance the overall value of this text.

Reviewed by Darci Adolf, Director of Library & Media Services, Oregon Coast Community College on 6/11/21

I found "Choosing and Using Sources" to be quite comprehensive and included the major areas that I cover in my LIB 101 Research skills class. In my class I like to cover each area of Eisenberg's Big6 Research model: Task definition, information seeking strategies, location and access, use of information, synthesis, and evaluation. I was pleased to find the subject of synthesis covered under the writing chapter-- many research textbooks leave this out. I did not find anything that talked about Evaluation of the process and product. Also, I would've liked to have seen social justice and equity issues in information publishing and access addressed as a chapter or portion of a chapter. The textbook has a great Table of Contents, but no index.

This textbook seems to contain accurate and error-free content. I spot-checked most of the chapters and didn't find anything I didn't believe to be true, and links weren't broken. Because this book is mostly factual in nature, there aren't areas where an author's opinion was used over facts, and opinions seem to be be appropriate and unbiased. For example, the author remarks on the use of blogs in research: "Blogs – Frequently updated websites that do not necessarily require extensive technical skills and can be published by virtually anyone for no cost to themselves other than the time they devote to content creation." This is a wide-held belief among librarians.

The content appeared to be up-to-date throughout the book. The area that might change the quickest is the types of sources, Chapter 2 in the book. They did a good job including an overview of all of the major source types and should stay relevant for a good period of time. Because they've listed these source types in a single chapter, updates to the text should be fairly straight forward and easy to do without disturbing much of the rest of the book.

Clarity rating: 4

The text was clear to me, a seasoned librarian. But I think there were terms used throughout the textbook that might not be familiar to a student first starting out in library research. So I would add some clarification around some of the language if I were using this textbook for a lower-level class. For example: There are several types of specialized databases listed including: Bibliographic, Full-text, Multimedia, etc. Many first year students wouldn't know those terms, or others such as "circulation, World-cat, discharge, InterLibrary Loan" and so forth.

The text was consistent throughout in terms of terminology and the overall frame. As I mentioned previously, some of the terms might need to be defined for the first-year student, either in-text or in a separate glossary. The framework is well-done, with clear chapters and sections--it was definitely written by those who teach research at the college level.

The textbook has 13 chapters that are again sub-divided into six or more sub-topics. This makes it very easy for an instructor to pick and choose which topics to cover. The thirteen broader subjects makes it easy to use the entire textbook for a term-- or just choose the pieces you want to use. For example, I would use the "Ethical Use and Citing Sources" chapter if I were doing a one-shot in a classroom, but might choose to use most of the chapters for an online class.

The structure was easy to follow. If I were setting it up myself, I'd probably combine the chapters on Ethical Use of Sources (Ethical Use and Citing Sources, Why Cite Sources, and Challenges in Citing Sources) with the chapter on "How to Cite Sources," but it's easier to have them separate and combine them for a class than to have a big block of text that would make it difficult to work through.

The textbook online version was done in Wordpress, and was easy to view and navigate. There were several other choices for students, including a PDF that could be viewed off line. There were charts, graphs, and links throughout that added to the content, but not so much as to be distracting. Any visuals were simple and enough white space was left as to not overwhelm, with colors that were contrasting visually.

I spot-checked throughout the text in each chapter and did not find any grammatical errors.

The textbook seemed to be inclusive of all races, ethnicities, and backgrounds.

Ohio State University has included a lot of links to their own pages, handouts, and resources that would need to be changed or omitted by a new user. For example, they have a handout from the OSU Writing Center, and they link to the OSU World Cat platform. These would need to be changed by the adopter.

Reviewed by Kaia Henrickson, Assistant Professor of Library & Information Science, Information Literacy Librarian, University of Alaska, Southeast on 11/4/20, updated 12/16/20

This text does a good job highlighting the steps in the research process, from formulating a strong research question, to finding and evaluating sources, to incorporating ideas from research into writing, and finally, to citing and using sources properly. Each chapter can stand on its own as useful content for a research-based course, or the entire text could be used to walk students through the entire research and writing process. Based on tutorials created for Ohio State University Libraries, some sections, like Chapter 5 on search tools as well as some of the activities, are fairly specific to OSU. Still, much of the text and many of the activities are applicable to all student researchers. This would be a great base text for someone who wanted to remix and add in information from their own university library and student service supports to replace the OSU-focused sections.

The material is accurate overall.

Text content, as well as videos and activities, are fairly current. Sections are small, so making updates should be fairly easy.

While the text is generally clear, there are sections that are a bit cumbersome or wordy. The Evaluating Sources section, especially, seems overly complicated.

References and links to other helpful sections within the text are appropriate and useful. Key concepts and ideas are repeated and built upon as the text progresses.

Each chapter is divided into manageable sections, and there are few sections which require a lot of scrolling. Those that are longer are broken up by subheadings. Embedded video content, visuals, and boxes are used to break up the text for easier reading and more visual appeal.

The text clearly progresses through the steps in the research and writing process from start to finish, but it can also be accessed by section if a particular subtopic is all that is needed. Each chapter stands on its own, as well as being integrated into the whole.

Interface rating: 3

The web version of the text has no paragraph indents or lines of space between paragraphs, which makes it a bit difficult to read, especially when there are longer blocks of text. There are many videos included that only have automatically-created closed captions (and a few with no closed captions available at all). A few of the graphics are blurry, but most visual and audiovisual content is clear and easy to read. With some of the linked activities, it is unclear what to do when you have selected an incorrect answer, and there is not much feedback for students who answer questions incorrectly.

Grammatical Errors rating: 4

There are a few typos and other minor issues here and there in the text. Some of the linked activities have more significant errors.

The text is not culturally insensitive, but it also doesn't present much in the way of diversity in examples or ideas. In addition, there is a noticeable amount content that is focused on Ohio State University resources and students, and this may not be relevant for readers from other universities.

Reviewed by Marybeth Beller, Associate Professor, Marshall University on 3/13/20

The book provides a thorough review of the research process; that said, a professor will have to add discipline-specific information and requirements, such as expected citation practices and research methods. read more

I found no errors in the text.

I will use this book for my undergraduate research course as it gives a very good introduction to research, from narrowing the topic to turning questions into hypotheses.

The book is very clear and provides graphs, links and videos for the reader to have additional information as needed.

Each chapter is organized similarly to the others and is written in the same easy-to-follow, technical-free language. It removes any inhibitions a reader might have.

Each chapter section has its own heading and link. The entire book could be assigned or sections of the book could be just as easily assigned. A drop-down table of contents menu allows the reader to move freely between topics.

This guide is beautifully organized for the beginning researcher but can easily be followed through the table of contents for students needed refreshers on particular elements of research.

I found no interface issues at all in navigating the book.

There were no grammatical errors in the text.

I believe the book would be welcomed by a diverse group of people. There is no insensitive language or use of poor examples in the book.

I really enjoyed the organization of the book and that the author takes the time to include links to additional information as well as videos for students who want to spend more time with a particular concept.

Reviewed by Racheal Rothrock, Assistant Professor, Miami University on 2/28/20

The text is comprehensive in its covering of topics related to choosing and using sources, though it does not go into great depth for each topic. Rather this text provides a broad overview around the topic of sources. This text seems to be written... read more

This information is presented in an unbiased way that informs on the topic rather than presenting a strong bias or slant toward a particular type of source (though, there is cultural bias—see review comments in “cultural” section). The text does provide details on what approaches might be more helpful in certain situations. This provides a balance of usefulness for students trying to determine which sources to use, while also not assigning value to some sources over others or create a hierarchy.

Relevance/Longevity rating: 3

The text demonstrates a current understanding around the topic of sources, taking into account the shift away from paper and toward digital sources. While overall this text should be useful for several years, there are some areas that may require updating (e.g. links, OSU policies or statements, specifics about various citation styles, software options available, copyright laws, etc.). Throughout the text, the authors do depend on examples that are specific to OSU (e.g. a section on “WorldCat@OSU”), and this might provide less useful for non-OSU students.

The text is written with simple language and explanations are given for more technical terminology (e.g. peer-reviewed, quantitative, qualitative, etc.).

Little specialized terminology is used throughout the text, however, the language and terminology used is consistent throughout. The format, structure, and approach the authors use, is also consistent throughout the text and forms a cohesive narrative.

The text is broken up by main topics and then within each topic, subtopics are provided to support the main topic. The length of each subtopic is fairly brief and examples are provided throughout with graphical separation for clarity. While the topics and subtopics support each other, each subtopic could be assigned individually and would maintain usefulness.

Organization/Structure/Flow rating: 4

Overall, the organization is logical and clear. There are a few topics that might be shifted in their order, but this is not a critical need. For instance, moving the information about copyright closer to the section on ethical use of sources might make sense, but does not overly disrupt the general flow of the text.

There are no significant issues. A fixed bar at the bottom of the screen allows for navigation to pages directly preceding and proceeding the current page and a clickable contents button at the top right side of the page allows further navigation between sections. Overall, visuals do not appear to be distorted, however, many of the visuals are quite large, taking up the majority of the screen, and could be reduced in size without losing effectiveness. Additionally, on pages 9 and 11, a graphic is presented that contains text that is too small to read. While it is not necessary to read the text in the visual in order to understand the lesson of the section, because it is provided, it would be reasonable to make this large enough to be legible.

The text seems to be free of any major grammatical errors.

This text is written from an academic, western cultural perspective that is relevant to the particular topic and audience (i.e. “A guide to academic research”), but does not take into other ontological or epistemological scholarly perspectives (e.g. testimonios or oral histories as significant sources). The visuals and examples do privilege the U.S. and mainstream cultures, such as through a photo of a White woman using her Mac computer in a library, a photo of a football team, an illustration with the U.S. flag in it, an example question of “How has NASA helped America,” an example opinion of “George Clooney is the sexiest actor alive,” etc. The text is not overtly insensitive or offensive, but it also does not appear to take up or address non-dominant perspectives and cultures in any substantive way.

Reviewed by Audrey Besch, Temporary Faculty , East Tennessee State University on 10/31/19

This text is very comprehensive! From choosing sources to the final research project, this book does a wonderful job of providing all the steps. read more

This text is very comprehensive! From choosing sources to the final research project, this book does a wonderful job of providing all the steps.

Information is accurate for the purposes of writing research and using sources.

Up-to-date and relevant, this text does a good job of outlining various types of sources that can be used and the appropriate ways in which to use them.

Very easy to read content that would be great for students, especially those who are just starting the academic writing process for research.

The text remained consistent in it's use of terminology and framework.

Text has an appropriate use of subheadings and includes activity sections that focus on concepts. Material was broken into easy to grasp ways that didn't seem too lengthy.

Content is well organized and in a logical format for the content provided.

Book did not have any navigation issues and all images were appropriately used for content.

To the extent of my knowledge, there were no grammatical errors in this text.

There were no culturally insensitive issues or offensive language in this text that I could find.

Reviewed by Kris Frykman, Community Faculty, Minnesota State University System on 10/18/19

Comprehensive overview, with examples, to punctuate learning. read more

Comprehensive overview, with examples, to punctuate learning.

Clear, accurate process in showcasing academic research.

Appropriate book for researchers of all levels.

Chapter follow-up questions and videos are included to further enhance clarity.

Terminology and examples are included to further make the content accessible for the reader.

The book is divided in sections so that students can study and apply one concept at a time.

Content is clearly organized.

Charts, diagrams, examples, and videos are highlighted to exemplify key contents.

No discernable grammatical errors.

Appropriately culturally sensitive.

Reviewed by TyRee Jenks, Research Librarian & Library Instruction Coordinator, Montana State University - Billings on 7/31/19

The text is very comprehensive and covers all the necessary aspects of information literacy and student research. There is no index or glossary included, but terms are well explained within the text. The extensive coverage of topics, like types of sources and copyright, was thorough while not being so in-depth as to bore students. The activities, quizzes, and short videos reinforce the concepts covered in the chapters and add interest, however some quizzes would benefit from additional explanation as to why answers are right or wrong.

The content of the text seems to be accurate. Very minor spelling errors and a copy/paste duplicate. No apparent bias.

Content is up to date and relevant for students while being broad enough to be useful for a longer period of time. Updating information would be easy. The text contains a lot of hyperlinks that an instructor would need to stay on top of to keep the links current. In some cases the links were to very reliable sources that will remain stable for a long time (i.e. Purdue OWL) while others are more transient (i.e. YouTube videos).

In general the text is clear, including good explanations of terms and concepts. It contains very little jargon and the prose is accessible. In “The Details Are Tricky” section, the finer points of primary, secondary, or tertiary information could be confusing to students who are trying to comprehend the basics. The author’s inclusion of informative tables with sample responses as well as the blank template for students to use was helpful.

There is consistent use of terminology and layout throughout the text.

The book has good modularity, excellent graphics, and the text and/or activities can easily be used at the point of need in an information literacy class or one that is discipline specific. Chapters can be used individually or rearranged as needed.

Overall the organizational flow worked well, however the chapters on copyright and fair use might make more sense when grouped with the chapters on the ethical use of sources and how to cite sources.

The EPUB and web versions of the text are easy to navigate with a clickable table of contents and left/right arrow navigation at the bottom of each page. Other than some images that could be resized, the formatting lent itself to consistency throughout the text giving students a uniform experience. In some cases the URL links were just written text instead of hyperlinked which was a little inconsistent. Pleasant graphics added value, explained concepts, balanced out the text, and added visual interest. The inclusion of links that lead out to further explanations of concepts (i.e. the peer review process or how to read a scholarly article) are a nice addition.

There are no major grammatical errors that would be distracting to the reader.

The text is applicable to students in all disciplines, and there are no concerns about cultural relevance or insensitivity. The text is heavily OSU centric (i.e. referencing the OSU code of conduct and requiring students to log in to OSU resources for some activities and examples) and requires effort on the part of instructors at other institutions to make the necessary changes making the content applicable at their institution.

With modifications this text could be incorporated into a three credit information literacy course for undergraduates or into other disciplines. The fair use and copyright sections could be useful to instructors as well as students. Could easily integrate with the ACRL Framework. There is some great general information on writing and making an argument that are applicable across disciplines.

Reviewed by Eric Bradley, Research and Instruction Librarian, Goshen College on 5/31/19

The focus of the book is on published sources for college level research and writing. In this area it is comprehensive. It does not address other areas of academic research. read more

The focus of the book is on published sources for college level research and writing. In this area it is comprehensive. It does not address other areas of academic research.

The content is accurate, error-free, and politically neutral. The last piece makes this a excellent source in the current United States political climate.

Content reflects the current realities of the information landscape. Several of the chapters use up-to-date wording that may need to be updated more frequently, but the excellent modularity of the text allows for accommodation.

The book is straight forward and uses contemporary language of the information and academic landscapes.

The text follows a consistent framework throughout the book.

The text is divided in a way to teach across a course. While the text builds upon itself, many of the chapters stand alone well. I have skipped several chapters of the text and it has not caused any disruption with students.

Excellent organization. The text guides the reader step by step through the research process.

Interface rating: 4

The overall interface is strong. The images and charts are excellent, although the use of branded logos in some of the images may become dated.

No grammatical errors noted.

The text is focused on academic research practices for a North American context. While not culturally insensitive or offensive in any way, it does not take into consideration research practices of other cultures.

I use this text as a replacement of Booth et al.’s Craft of Research. Beside the benefits of being a open textbook, this text provides a more relevant guide to finding sources in the current academic environment.

Reviewed by Kathleen Murphy, Coordinator and Assistant Professor of Music Thearpy, Loyola University-New Orleans on 4/30/19

This book includes all relevant information to help students choose appropriate sources for an academic research paper. It clearly defines different types of sources that can be used, and the difference between primary and secondary sources. It gives an overview of how to search various databases, and defines and describes boolean operators. The chapter on ethical uses of sources clearly defines plagiarism and how and when to cite so as to avoid plagiarizing. The chapter on copyright is an excellent addition; that information is not common in many texts related to academic writing. Each chapter contains extra activities students can work on independently to help with understanding and application of the material covered.

Overall, I found the book to be accurate. I did find one error in Chapter 7. In the section titled "Challenges in Citing Sources" the entry labeled "Running out of Time" was repeated. In regards to bias--I did not find the content to be biased; however, the majority of links where students could go to get extra information were connected to Ohio State University. The one notable exception were the links to the Perdue Online Writing Lab.

The content is up-to-date and relevant. Choosing and using sources for an academic paper has not changed much. What has changed is how to access and find the sources to choose and use. This book does a nice job of explaining how to find sources--databases, google scholar, and search engines. My only concern is the frequent suggestion to search Wikipedia. As an academic, I find this a little troubling. To the author's credit, they did not that one should not cite Wikipedia or use information from Wikipedia in an academic paper. I am not able to comment on ease of updating information, as that is a technical issue.

The book is written in clear, accessible language, with limited "jargon." At times I found the writing to be too simple, written more for high school students than college students. Definitions are provided for all relevant terms.

The book is internally consistent. It moves through the process of choosing and using sources in a linear fashion. However, to their credit, the authors note that writing an academic research paper is not always a linear process.

Each chapter is broken up into smaller units that cover a topic relevant to the chapter theme. Sections of this book could be assigned as individual assignments based on areas of difficultly students seem to be having. Alternatively, a professor could develop a class session or two around each of the chapters. These book seems to be very versatile; there are links to previous chapters that readers can click on to refresh their memories.

The topics in the text are presented in a logical and clear way. The book moves through each topic associated with choosing and using sources in sequence that most researchers would follow. The table of contents, with main headings and subtopics provide a step-by-step guide to help undergraduate students through the research process.

There are many links in throughout the book that students can click on to get more information or to practice skills. Navigation back to the main text is a little trickier. Sometimes, clicking on the back arrow will get the reader back to the page s/he was studying before clicking on the hyperlink. More often, however, the back arrow will take the reader back to the Table of Contents, or front cover of the book. Not all the links worked when I went through the book

I did not fine any grammatical or mechanical errors. I think the book is well-written and appropriate for high school students. I think the language may be too simplistic for most college students.

I did not come across anything that was culturally insensitive or offensive in any way.

I think this book is an excellent resource for high school students, and maybe college freshman who need help in choosing and using sources for an academic paper. The book is logical, gives an overview of the process and provides excellent examples and extra activities to enhance learning. I think it also could be used as a self-study guide.

Reviewed by Miguel Valderrama, Adjunct Assistant Professor, New York City College of Technology on 4/7/19

This book is a great resource of all steps needed to be taken in an academic research process. The book's index clearly displays a suggested methodology to follow and makes it easier to comeback for the review of previous chapters. In general the book is easy to read and every time a new world or a particular terminology related to the topic comes up, it is clearly defined and put into context.

This book collects a series of methodologies that have been proven to be efficient when they are put into use during the process of academic research. These techniques are not only presented and described to the readers, they are also actively used in the various examples, pretty much in every chapter in the book. These techniques may not be the only way a person can start and develop a research process but they are certainly a clear and convenient way to do so for beginners. There may be complex terminology entered to the discussion which may slow down the reading process. However, this is effectively addressed by separated easy to access links; This provide more in detail definitions and exercises from a particular section.

This book is a guide that presents many particularities of research methods and techniques that have been used for long time. These methodologies have been proven to be very effective in academic research. This book not only collects many of these techniques but carefully relate them to new searching tools that are part of the communication era we live in nowadays. This was not the case just couple of decades ago. I anticipate long life to the methodologies presented in this text with years or decades before they could become obsolete. Within this context, the searching tools may keep changing but the methodologies that are used here could keep working efficiently; at least as a way to approach to a research process for an undergrad student.

The author uses a clear and easy way to understand the language and terminology that makes part of a research process. Without getting too deep into technical terminology the book marks clearly words that deserve more understanding and usually provides separate links which connects the reader with a deeper explanation. The text doesn't have very large paragraphs all around which to me allows readers to keep a good and dynamic paste. Links to previous discussed topics presents a quick way to review previous content without loosing the paste.

Consistency rating: 4

Through out the entire text it is consistent that at the beginning of every chapter there's a statement related to what the previous set of contents was, also in several parts of the book this first paragraph makes a point about how this relates to what it is about to be presented in that chapter. This is why several words allusive to the subject of research are reuse constantly in different chapters. This makes lots of sense to me as a way to keep the reader's familiarity with these terms which will also ended up increasing retentivity levels in the subject. Since the book is clearly broken down into steps they all seemed to be well placed in order to present a cohesive structure that guides the process of research.

Academic research it is a process that should be flexible by nature in many ways. Even though some parts of the process could be done simultaneously to others, this will definitely not apply to all of them. This book brings up an interesting way to order this process which even though may look rigid at times it tries to make sure that some parts are developed before others in the research. It is presented that way so that there's enough understanding of the bases before there can be any progression or even conclusions. This is mostly reflected in the techniques that are presented, where some of then have as their main job to detonate creative thinking. For example: the importance of the set of questions that are asked at the beginning is that the answers will be used mostly to clarify the end goals of a research.

This text is organized following a clear and efficient way to develop an academic research process. It is well distributed in chapters that are all connected to each other in one or other way. The book is efficient at establishing this connections, specially at the beginning and end of every chapter where there's mentioning of the previous and following topic's main ideas. This helps readers to keep track with the overall content.

This book presents an excellent graphic approach to expose its content. The electronic version has the really nice feature of having the index accessible at any point of the reading process. This text is full of links that are either deeper explanations of a particular topic or a set of exercises that are directly related to what the reader is learning. If the idea was to present the information in a format that doesn't look congested to the eyes and that it is not distracting the reader from the important ideas, the editors made an excellent job. This book can't be easier to read, follow through and understand.

Besides a couple of punctuation spaces here and then I was not able to perceive any major grammatical errors. The book is well written all around. Punctuation is pretty much excellent and its composition keeps the reader in track with the content effectible.

Particularly the topics used as examples were very diverse in therms of gender allusion, cultural backgrounds and specialized fields. Research is a process that apply to all disciplines and the professionals working in them. This makes the research process a particularly broad one. The book makes efforts to present this idea by using numerous examples that connect with different segments of the population at numerous levels.

This books is an excellent tool available to anyone who wishes to start a serious research process in almost any particular professional area or field, even amateur researchers can benefit from its content. The book was written to merge the topic content with a series of exercises, tests and examples using a cohesive testing dynamic that helps to increase retention. This dynamic becomes the most efficient way to understand what it takes to start a professional research. The steps to follow the process are laid out clearly in this guide and the important things that need to be taking in account during the research process are highlighted and deconstructed to obtain a deeper overall understanding by the reader or researcher. The fact that the reader is being quizzed constantly during the entire book generates a stronger connection with the important subjects and a good way to evaluate the reader's understanding in real time as well. Highly recommended to undergrad and graduate students and perhaps even amateur researchers becoming familiar with the process of research as well.

Reviewed by Cindy Gruwell, Professor/Research Librarian, Minnesota State on 1/11/19

Choosing and Using Sources does a very good job of covering the topic of Academic Research. Each chapter focuses on an aspect of the research process and thoroughly covers the content with easy to read text and examples/activities for student practice. Most importantly first-year students through seniors should find the content informative and presented in a collegial format.

All of the content is accurate and explained in a manner that is easy to grasp. There are some minor typos in some of the activities, but they do not confuse the reader. The text is bias-free and includes interesting examples that students can relate to.

The overall content is highly relevant and will age very well. Updates would definite be easy to handle and manipulate. By breaking down each chapter into a variety of content areas, readers will be able to focus and review areas of concern.

Having read several print and online texts of a similar nature, it was a pleasure to come across a text that is clean, consistent, and concise. Each topic has an appropriate amount of information to get the point across as well as tips that lead the reader to additional information. The presentation is consistent throughout without any bloating often found in print texts.

The authors of the text did an excellent job of producing an online text that is consistent and easy to use. No tricks that make it difficult to navigate or confusing to read.

One aspect of the text that I especially like is the modularity that allows for the use of a particular chapter or page(s). Too often texts have chapters that make readers feel like there is no end in sight. The concise nature of this work blends extremely well with the modularity of the complete text.

What makes this text easy to adapt is the layout from beginning to end. Each chapter and section scaffolds upon the other which will allow students to build their skills in a natural manner. Knowledge attained will easily transfer from one topic to another as they move through the book.

While I believe that the text is excellent and I have adopted it for my class, I do find myself frustrated by not being able to move from one section to another within a chapter without having to go back to the contents list. This surprised me because most books and tutorials have forward and backward links, especially within chapters.

There are a few grammatical (spelling) errors in several of the exercises, however, they do not interfere or confuse the reader.

This is definitely a professional work that has no cultural issues and is an excellent example of a non-biased text.

While looking for an OER text I was delighted to come across this book. The content and flow fit in with my class content extremely well and is an excellent resources for courses in the liberal arts, general research, and library-centric classes.

Reviewed by Kathy Moss, Clinical Professor, University of Missouri on 11/27/18

The hyperlinks and examples include a wide range of topics that include cooking, surgery, architecture and sports. read more

The hyperlinks and examples include a wide range of topics that include cooking, surgery, architecture and sports.

Credit is given to an editor, production and design specialists, as well as several content contributors. No additional information is provided to support inference regarding author credibility.

The open textbook Choosing & Using Sources: A Guide to Academic Research presented material that is relevant to my current issues course, including Background reading, Developing a complex research question, Classifying sources, and Evaluating sources.

The topics are presented clearly, using an engaging conversational style and frequent tips and activities. A reader who has no background in information science may be hampered by some terms used in the book (e.g., blog, podcast, Wikipedia, browser, database, Gawker, Reddit). The book does give intentional attention to the technology-naïve audience with some skills (Control-F) and topics (brief description of LexisNexis Academic, Lantern Online).

Terms and organizational framework are consistent throughout the text.

I plan to assign particular chapters of this text that are most relevant to my course's goals. The consistency of the text's terminology and organization should permit this reading plan with minimal distraction to the reader.

The information is clearly organized with a contents listing, chapter numbers and section headers. This organization facilitates easy access for learners with a specific interest in a single topic.

The author’s frequent use of hyperlinks invites students to explore topics more in-depth.

I note a few minor typographical errors that did not adversely affect my ability to comprehend the text.

The book includes examples of non-Western sources such as the allAfrica news database. Some of the links and examples are only available to individuals who have accounts with The Ohio State University. Though the book includes examples in audio and video formats, it could be improved by giving specific attention to topics related to accessibility.

The book provides the opportunity for readers to apply the topics by analyzing its frequent examples.

Reviewed by Lori Meier, Associate Professor, East Tennessee State University on 11/8/18

This text is exceedingly comprehensive. It addresses all elements of academic research (i.e. choosing questions, exploring and selecting sources, searching strategies, citation issues, copyright) as well as providing abundant links for student... read more

This book is accurate and comprehensive. I would not hesitate to use this resource with undergraduate or graduate students as a beginning primer for research.

The book is relevant and timely in regards to the various resources and tech tools it mentions (Google Scholar, EndNote, Ref Works). Given the subject matter I suspect that this book will have longevity to users.

The text is clear and provides definitions for jargon/technical terminology that is used. It is very comprehensive which might be a bit intimidating for the first time reader, but all elements needed for cogent research are included and therefore necessary. I appreciate the use of student scenarios as a way to step-by-step show the thinking process of choosing research questions.

Very consistent and thorough.

This text would be ideal for use as single chapters in courses where the content is needed. While the content is crafted with Ohio State University students in mind it is still very relevant for use by students and scholars. I am already thinking how I might use this next semester with an undergraduate honor's thesis student - both as modules to be read but also as a reference source.

The book is organized in a logical manner but spends only a brief amount of time about qualitative and quantitative research as peer-reviewed sources and only gives basic definitions for those two terms. I would perhaps suggest an additional section on qual/quant/mixed methods research methodology and perhaps a quick overview of research methods or samples via discipline. Additionally, a mention of the common IRB process for Human Subject Research might be helpful to those students using academic sources that discuss that process. It is a very clear text and this could be added with just a few pages of information that might be beneficial to students.

Navigation links worked well for me. The book is easy to read and the display features are not troublesome to me.

Grammatically sound.

Appropriate and is accessible to a wide audience.

Reviewed by Kathy Lamb, ELL Specialist/ English Instructor, Miami University on 8/2/18

The text covers most areas of academic research, and has a table of contents but no glossary, which is much needed. Topics are clear and concise, transitioning smoothly from general to more specific, such as “What is a Research Question?” to... read more

The content is accurate, error-free and unbiased.

The source is up-to-date and it would be relatively easy to update information.

The text is easily understand and flows in a clear manner. Ideas and topics progress easily and examples are used to offer context.

Ideas build one upon another and academic vocabulary is repeated throughout.

Some parts of the book seem a little “text heavy”, but overall it is well organized with efficient flow. The embedded links in the text connect earlier concepts

One problematic is that there lacks a glossary. The table of contents is very long, but broken down so that one is able to easily reference topics. Chapters are concise enough to be read in a timely manner and effectively used.

For some of the online activities it was confusing to discern which answers were correct or incorrect. And, after clicking on and completing an activity one must go back to the former page in order to navigate further. On the other hand, being able to access other information about the chapter topics via link is a handy tool.

There are no grammatical errors.

This book is culturally relevant and not offensive or insensitive in any way.

Reviewed by Sara Abrahamson, Faculty, Minneosta West Community and Technical College on 8/2/18

This text is very comprehensive. The complete research process is broken down from start to finish. read more

This text is very comprehensive. The complete research process is broken down from start to finish.

Very accurate information.

The content is very relative to today's researchers and does a fine job of detailing types of sources.

Very easy to read with content that is easily understood by even a first-time researcher.

The content was very consistent and easy to follow because if it.

LOVED the easy of reading because of the small, digestible informational pieces!

The flow of the text was perfect, following the research process from beginning to end.

I enjoyed the hyperlinked Activities, however, they did not all work for me.

No grammatical errors found.

Very culturally unbiased.

Excellent text that I wished I had years ago!

Reviewed by Justin Megahan, Librarian / Associate Professor, Fontbonne University on 6/19/18

The text does a good job covering academic research. There is a table of contents, but I feel like a glossary and index would be helpful for this book. read more

The text does a good job covering academic research. There is a table of contents, but I feel like a glossary and index would be helpful for this book.

The content is accurate. I did not notice any errors.

The content is up-to-date. There are many databases and websites referred to in the text so it is important to check those relevant links on occasion. It would be straightforward to update the text as needed.

The text clearly steps the reader through the research process. The process is discussed in detail over the 13 chapters.

The text is consistent.

The book is modular. Chapters can be rearranged without confusion. The Copyright Chapter is a good example of a component that can be used separately as a supplemental reading in another course.

The book is organized logically. The addition of a glossary and index could help navigation.

The book has images, charts, and videos that are useful. There are quick activity questions that tests the students’ knowledge on the current topic. These activities do link out to OSU’s site so it is important to make sure those links continue to stay active.

The text contains no grammatical errors.

This book does not have cultural concerns.

Many links direct the reader to OSU resources that have restricted access. The discussion of OSU resources and tools needs to be modified to fit the reader’s institutional resources. “ACTIVITY: Quantitative vs. Qualitative” has a link that is no longer working.

Reviewed by Jane Theissen, Reference Librarian/Professor, Fontbonne University on 5/21/18

The research process is explained in detail, from how to develop a research question to where and how to research through the application of copyright, fair use and citation styles. read more

The research process is explained in detail, from how to develop a research question to where and how to research through the application of copyright, fair use and citation styles.

The content is accurate and unbiased. Most of the links, which are plentiful and well placed, are either broken or link to resources at OSU's library, which I could not access. Use of this book would require time to correct this.

The content is stable. Other than updating the links, little would need to be done to use this text.

Very clearly written; jargon is appropriately explained. Self-checks allow students to make sure they understand the material.

Each section logically builds on the previous, and tone is consistent throughout.

The text has a great deal of modularity. Each section is listed in the Table of Contents and covers a few pages or less. There is no index. It is easy to find and move to sections quickly. the structure allows one to pull sections out for other courses (which I have done).

The research process is explained step-by-step with appropriate detail and excellent graphics.

Images, charts, and diagrams serve to explain and support the text. Many seem rather large and I found them a bit distracting. Additionally, there are page breaks in strange places, leaving large blocks of white space on pages while the narrative continued on the next page. This was very confusing. It would also be helpful if the links would open in a new window.

It seemed inclusive where applicable.

This text impressed me as appropriate for high school students or college freshmen.

Reviewed by Laura Heinz, Librarian, Texas Tech University on 3/27/18

This book provides beginning student researchers with a clear and complete path to the research process for class assignments and undergraduate research projects. read more

This book provides beginning student researchers with a clear and complete path to the research process for class assignments and undergraduate research projects.

The content is presented is accurate and in an unbiased manner for students to easily grasp the process and concepts.

This book was written in 2016 and may need some minor updates. The material is presented in a logical manner that leads students through the process as they begin their research. Each chapter can be used independently as the instructor fits the chapters into course content.

This book is easily understood by an undergraduate and doesn't require extra readings or content to be understood. It is concise and clear which will be appreciated by the student as they conduct research.

This book is consistent in it's framework which leads the student to each step logically avoiding confusion or frustration.

The chapters can easily be used independently and refer students to other chapters with supporting information.

The book is written to lead students in a logical manner through the research process. The length of the chapters allows a student to easily read the chapter for that step in their research, apply it and refer to it easily.

The book downloads easily onto a laptop or e-reader. The graphics display nicely on either size screen and enhance the text.

No grammatical errors were noticed.

This book is not culturally insensitive or offensive in any way. Examples used are appropriate.

This book introduces beginning student researchers to the academic research process in a thoughtful and deliberate manner. The books lack of jargon and abbreviations will help international students learn how to better navigate an academic library for research. Instructors in all disciplines should consider this book as an additional textbook for their classes requiring research for assignments, class projects and/or papers.

Reviewed by Hilary Johnson, Learning & Teaching Librarian, The Open University on 3/27/18

The text does not include an index or glossary. However, it covers a complex (and dry) subject in an economical and stimulating fashion. Each reader would learn about the subject from the basic text but the authors have enriched the text by embedding audio-visual resources, download-and-keep checklists and formative activities of excellent quality.Chapter 9 'Making an Argument' is particularly strong and complements Chapter 1's analysis of research questions well. It is an excellent resource for undergraduates, post-graduates and beyond, and could also be useful for professionals researching topics to support evidence-based practice protocols.

More tips about applying facets to search results on services like Summon, EDS or Primo would be a useful addiition. I was surprised the authors did not employ language to frame the skill development in the language of 'employability' and life-skills, which might hook readers who are not planning to engage in academic research in the long-term.

The accuracy of the book was excellent, My score would have been 5, except the advice about copyright legislation and fair use is only applicable to students of Ohio State or elsewhere in the USA; so an institution in the Britain, Ireland or Europe would not be able to use or recommend chapters 11 or 12. However, these chapters are well-judged for the intended audience; succinct and comprehensible, where so many guides are too woolly or arcane to be useful to a general readership.

Chapter 1 had a dead link to an audio-visual resource. The explanation of how to use Wikipedia for academic study was nuanced, classic and practical. The explanation of how to use truncation and wildcards were similarly time- (and platform-) proof. There is much current interest in 'fake news' and the manipulation of Facebook and Google algorithms. So it could be timely to add a section on the known issues and some practical strategies to compensate for them.

The authors use excellent, clear English that should be comprehensible to anyone with academic english reading proficiency. My only qualms related to an ambiguous use of the term "poster" (this word has a particular meaning in an academic setting which was not explained) and more extensively around the slightly simplistic and dated language used for the university library catalogue and abstract & indexing databases. One of the activity sheets is structured like a decision-tree and starts with the question "are you working from a database"; with modern resource discovery platforms and other aggregating tools, students may not be able to tell whether they are looking at results from a single database, all the databases from one supplier or multiple databases from a variety of suppliers.

The stylesheet and planning of content is elegant and the quality is consistent throughout the text.

Each chapter is split into useful subsections, with clear formatting to demarcate between topics, tips and activities. The authors have also helpfully embedded hyperlinks to relevant chapters or sections earlier or later in the book.The length of individual subsections is consistent to make reading online easy (balancing scrolling and page turning). However, the length of embedded audio-visual materials varies so a student planning their time might be surprised in places.

The text has a sensible progression of topics, with hyperlinks back and forwards to connect relevant topics. And the final chapter, 'Roles of Research Sources', pulls together the lessons learnt with a useful acronym (BEAM), giving the book a strong ending.

I accessed the text on a variety of browsers, screen sizes and operating systems without any problems with the interface.

I only spotted two minor errors - site instead of cite and White's definition (page 186) without an apostrophe.

Not all the video materials embedded are captioned making them inaccessible to some categories of disabled users.

Reviewed by Lydia Bales, Academic Skills Tutor & Librarian, Staffordshire University on 2/1/18

Considering the book is not overly large, the guide manages to be very through and comprehensive guide to locating sources and using them correctly. It even goes further in giving some great information on making an argument and writing out the research. The chapters are in easily digestible chunks covering the process of searching and evaluating resources in a useful and cross-discipline manner. It covers the source search process of research in an easily digestible manner.

The topics are accurate and have been written in a way that they will not date too much. The links and examples of the services provided may need updating to keep them accurate but the nature of the online format makes this easily possible. The Copyright chapter is obviously only applicable to those studying in the US. Having a version of this chapter available discussing copyright law in the UK could be useful any access the course for a different location.

The topics, examples and videos used are relevant and useful and should not date too much. The links and examples of the services provided may need updating to keep them accurate but the nature of the online format makes this easily possible. Some of the examples and links are specific to Ohio State and America and this can limit the relevance for students who do not have the ability to access Ohio State resources or are not based in America. Also the copyright section specfically is obviously only US copyright law limiting it's usefulness for students based in other locations.

The writing style is straightforward and easy to follow. It is sometimes slightly repetitive but overall the information is clearly presented and the vocabulary used is not too advanced. The style is informal and it makes a weighty topic much easier to process. I think it would be useful to have a glossary in the resource for students who maybe have not come across some of the topic specific words before and need them defining.

I was impressed with the consistency considering the work is made up of different author’s contributions. I could not identify different voices within the text, which helped improve the flow of the work. The arrangement of the contents tab is very useful to help navigate to specific sections of chapters as well as the overall chapter.

The layout of the book makes this modular. You can choose which sections to look at in any order and they read clearly and separately well. The other sections are signposted throughout the text and you can link back through to these using the hyperlinks provided. I think the order could be slightly improved by moving the citing and copyright information after the information on argument and writing but because you can choose how to read the book then it is not really an issue. I think it is important to note that if you cannot play the video content or the links in the book are Ohio State Specific the book does lose some of its positive features.

Overall, the structure is straightforward and logical. It flows in a manner that is easy to read and to process. Using the navigation you can work your way through the book in any order you feel is appropriate. As I stated I feel the referencing and copyright information could be in a different place but because you can choose to read this in a different order, it does not really matter.

Having read the online version on both a PC and a tablet I found the interface both easy to use and accessible. The page and chapter length worked well on both platforms and it was easy to access the links and activities contained within the resource. I could not access the videos on the PC due to not having Adobe Flash and it would be useful to have known I would require this to access the resource in its entirety. The video content is a refreshing change to just text and the images used are overall relevant. The videos do not all include a text version and this would be useful for accessibility. A few of them do have this option. Some of the images in the text viewed blurry on my PC and tablet. I am not sure if this was an issue with my own software or an error in the book.

I did not notice any errors during this read through. In some places, the text was a bit repetitive but this not disrupt the flow too drastically.

The examples used are not offensive and are diverse in their range. They have not given examples that define the guide for specific subset of students, which makes it more applicable.

Just for accessibility purposes, I think all the videos need a text version not just some. In addition, the RefWorks program has now been updated and it is called New Refworks with a changed logo and this could be updated in the book along with the guide to setting up Refworks if your institution subscribes. I feel that there are many links that you could not access unless you were an Ohio State user and this could disrupt the flow of the book for some users.

Reviewed by Lori Jacobson, Associate Director, Curriculum Development, William & Mary Writing Resources Center on 2/1/18

The book provides a comprehensive introduction to the use of sources in academic writing. read more

The book provides a comprehensive introduction to the use of sources in academic writing.

The book is a polished, professional and appropriate tool to help students improve their information literacy.

The content is relevant for undergraduate students and their instructors. It focuses primarily on fundamental approaches to finding, evaluating, and deploying sources in order to enter the scholarly conversation. While the authors occasionally mention a specific tool, or insert links to outside sources, these are placed within "Tip" boxes that can easily be updated.

Because this book was created for students at Ohio State University, it is sometimes quite specific about tools or processes that are unique to OSU. Instructors using this book at other institutions may sometimes need to suggest their own's institution's available tools to keep the text relevant for their students.

The book is well-crafted for an undergraduate audience, taking an easy-going, friendly tone and clearly defining key terms and concepts. It is also accessibly structured, making it fairly easy for users to jump between topics, rather than requiring a linear read. Links between related sections are provided wherever it is appropriate.

The book uses a consistent design scheme and structure. Features that appear in each chapter include graphics, tip boxes, examples, activities, and summaries.

Each unit of the text stands on its own and could be easily assigned as an individual reading. Rather than being self-referential, the text will suggest that more information on a related topic can be found in one of the other modules.

The text is organized to flow in roughly the same sequence as a typical research project. Students who are reading the text while working on a project should find individual sections logically presented and relevant. This is clearly not a text designed as background reading; rather it functions best as "just in time" information for students working through the research process.

I found the text quite easy to use in it its online form. It is visually appealing, easy to navigate, and thoughtfully arranged.

I noticed a couple of typos, but no significant grammatical errors.

The examples provided are of broad interest, and most readers will have some familiarity with them. There were no insensitive or offensive comments or examples.

Choosing & Using Sources: A Guide to Academic Research is a practical tool for novice researchers. It asks students to begin the process with a research question, and then provides a step-by-step approach to creating the question. All the other chapters flow from this effective beginning, and should increase students' information literacy by helping them understand types of sources available to researchers, the relationship between sources and information needs, how sources should be evaluated, and how they can be deployed effectively and ethically. Additional chapters on argumentation and copyright round out the book's overall usefulness to students engaged in a research project. This book could be easily paired with a staged research project, and would provide students with the "just-in-time" information they need to successfully complete the assignment.

Reviewed by Kristin Green, Reference and Instruction Librarian, Penn State Worthington Scranton on 2/1/18

The aspects of academic research that are prudent to cover within the first year of any undergraduate student's general education are all covered within this textbook. From an introduction to the ethics of source use to crafting basic Boolean search strings, all facets of entering scholarly discourse are addressed in brief chapters that feel modern and accessible. While instructors may wish to supplement or replace some of the exercise sets in the text with their own assessments, the content of the text provides ample coverage if selected to serve as a primary textbook for a foundational information literacy course.

The book is accurate in addressing the current state of the information landscape as encountered in the realm of academic research, as well as the legalities of copyright and fair use.

All content within this book is current and the content within chapters sections are written in a style that today's undergraduate students will be able to learn easily from. Many of the concepts, processes, and principles that are covered in the text have an inherent longevity that will prolong the relevance of this text past its initial publication date. However some chapter sections, tutorials, and videos are institution-specific reducing the overall relevancy of using the entire text at other locations.

The text is written in a clear and concise style that current students will find very accessible. The authors consciously defined any technical terminology or jargon as it was introduced throughout the chapters. Furthermore, the technical concepts that were more complex to define are often accompanied by visuals to help convey what is being defined.

The terminology and format of the book, along with the linked exercise sets and visualizations, provide a solid consistency that will helps students focus on learning the content rather than being bogged down with understanding the textbook format.

Instructors could easily parse different chapters of this book to use for modular instruction, especially in "one-shot" or other limited instructional scenarios. Some of the chapters are a bit self-referential which may generate a minor degree of confusion if used out of the holistic context.

Organization/Structure/Flow rating: 3

While there is a logical flow to most of the chapters, some seem a little out of place such as the "Making an Argument" chapter. I would have preferred a division of chapters into sections, where the writing-related chapters were separated from the source-related chapters. I also think the chapters that covered Copyright, Fair Use, ethical source use, and citations would have a stronger flow if organized together in their own section.

The ability to navigate through the book from the table of contents page is a great feature for students, especially when the instructor is choosing to assign only particular chapters or work through some of the chapters in a different sequence. The linked exercise sets are also easy to navigate through, allowing students to focusing on applying learned concepts rather than learning new interfaces. However, throughout my review some of the linked external content would not open for me and links to external materials always have the possibility of changing which may result in future inaccessibility

No grammatical errors were detected when reviewing this book.

This book is not offensive nor culturally insensitive in any manner.

For any instructor looking for an open textbook to orient undergraduate students to the basics of the academic research and writing processes while simultaneously providing context of contemporary issues surrounding these scholarly activities, this is a comprehensive and accessible choice!

Reviewed by Anne Behler, Information Literacy Librarian & Instruction Coordinator, The Pennsylvania State University on 2/1/18

This text offers a comprehensive breakdown of the academic research process, with special effort made to demystify jargon that may present itself in either the classroom or library environment. Beginning with establishing a research question and carrying through to integrating and citing sources, the text includes practical tools for students to use in their own research, as well as links to supplemental information. If anything, the text errs on the side of providing too much information, such that a novice researcher may feel overloaded.

The text offers an accurate articulation of the research process, and avoids bias by covering a wide variety of potential information sources, including the use of web search engines other than Google.

Because the information landscape is constantly shifting, the text will require fairly frequent review. This is particularly important when it comes to how web sources are addressed. For example, the book does not address fake news and/or dealing with problematic web resources, and it glosses over use of social media as an information source. However, the concepts related to the research process itself change very little, and the information presented about them has staying power.

The text is written in accessible language, and works to address uses of jargon that are typical within the academic environment by providing explanations for what professors typically want when they request a particular item in the research process. This is an effective way to establish relevance with students, as well as clarify academic expectations.

The language within the text is consistent and accessible, with helpful insertions of definitions and/or links to explanatory supplementary information online.

The text's sections are clearly and logically labeled, and could very easily be plugged into a course in part or whole.

The order of topics in the text follow the research assignment process, from point of assignment decoding through to writing and source citation. Given the audience for the text and its intended purpose, this makes great sense.

The text contains links to many outside web sources that may provide helpful supplemental information for the reader; however many of these links were found to be dead. Comprehensive review of all links is highly recommended. In addition, I recommend continuing review of available videos related to the topics, as many selected are either rudimentary or contain dated material.

The writing and grammatical quality of this text are of the highest quality.

The text is culturally relevant and inclusive in its examples.

As stated, this book holds great utility and relevance, but requires updating for links to external web resources. It will also need to be adapted to keep up with the changing landscape of information sources themselves.

Reviewed by Craig Larson, Librarian, North Hennepin Community College on 2/1/18

The book is very comprehensive, sometimes almost too much so (sections on copyright seem to be more detailed than the average college student would need or perhaps be interested in; the section on the lifecycle of information, while interesting, also is a bit questionable as to its overall relevance). Instructors who choose this book for a one- or two-credit information literacy course will have much more material at their hands than they can reasonably cover in a semester. This book would make a good companion volume to just about any course involving research.

The content is accurate and unbiased. As an example, I was interested to find that the author actually recommends that students use Wikipedia, at least in the very early stages of research, to get an overall picture of their topic. So many college instructors, regardless of the subject, seem to have a strong aversion to Wikipedia. Here, the author actually goes into some detail on how using the references in an entry can lead the researcher to additional sources he/she might not find through other means. Some of the activities are a bit misleading or written in such a way that there could be more than one right answer, which isn't necessarily an error, but could be tightened up a bit.

The content is largely relevant and up-to-date, though I was a bit surprised to not find a section addressing "fake news," which has become such a watchword over the past year. I was also a bit surprised that, although the author has a section talking about which "neighborhood" certain types of information "hangs out," there wasn't a discussion of different domain names, such as ".edu," ".org," and ".com" and what they indicate to readers. Also hampering the book's relevance somewhat is an overabundance of examples and activities that require an Ohio State student ID to log-in. Many of these would have to be re-worked or re-written for the book to be useful at other schools.

In large part, the book is clearly written and new ideas are clearly explained. The writer does a pretty good job of avoiding jargon and technical terminology or where it can't be avoided, of providing examples and clear definitions of terms. Some of the activities aren't so clearly written that there is one obviously correct answer. Also, some of the scoring of activities isn't clear enough to indicate to the user what was wrong and why it was wrong or even the correct answer that should have been chosen. Not every concept is adequately explained or thoroughly developed (for instance, the crucial process of moving from an initial reading to a research question could use further clarification and development). Another area that could use further discussion and development would be how to use databases.

The book is largely consistent, though there are occasions where the consistency falls through. For example, most of the accompanying activities will open in a new window, but not all. There were several occasions where this reader closed out an activity window and closed out the entire book as well. This is an area that someone really should take a look at, as it can be confusing and irritating for the user. Also, the fact that many of the book's activities require an Ohio State student ID effectively locks out users from other institutions.

The book is largely modular, with sections that can easily be broken apart and assigned at different points in the course. There is a very useful table of contents, broken down by subject into smaller pieces that can easily be accessed. As mentioned previously, the book is very comprehensive, almost too much so at times, so having this table of contents is very helpful.

The book is fairly-well organized, though there are things placed in odd locations that could be touched on earlier or later, as the case may be. For instance, there is a good discussion fairly late in the book about deciding whether to quote, paraphrase, or summarize, which would have been much more useful if it was placed in the section of the book that directly addresses each of those activities. Instead, it is placed in a section on academic integrity (which, again, is very Ohio State-specific, too much so, really). I also question the relevance of a chapter on creating an academic argument, which if it is to be included at all, would seem to make much more sense earlier in the book, when students are learning the basics of research and how to apply it to their writing.

The book is largely free of significant issues, although as mentioned previously, many of the activities require an Ohio State student ID to log-in and use, which makes them useless to students from other institutions. Also, the activities are sometimes difficult to follow--one doesn't know why one answered incorrectly or what the correct answer even is in some instances. And the fact that some activities open a new browser window and some don't can also be confusing. There are a few activities that lead to broken links.

There are the occasional run-on sentences and spelling mistakes in the text. It's almost impossible not to have some issues in this area. However, the infrequent errors don't detract from the book or its overall usefulness, though it might be a good idea for someone to go through the text and try to clear some of these up.

The book does a good job of avoiding being culturally insensitive or offensive. Activities and examples are written in such a way as to be inclusive. Many of the examples link directly to sites that deal with minority themes and issue.

I think, on the whole, this is a very useful book and one that could be put to immediate use in many instances. However, the number of activities and examples that require an Ohio State student ID to access make this less relevant than it could be if the author had striven for more universal examples.

Reviewed by Mairéad Hogan, Lecturer, National University of Ireland, Galway on 2/1/18

This book covers the subject matter in a comprehensive and detailed way. The way in which the material is presented is very suitable for students who have not previously been involved in academic research as it starts at the very beginning and assumes no prior knowledge. It has additional features that help to reinforce the material, such as activities and MCQs. These help to reinforce the learning and test the reader’s understanding. Additionally, the examples used are very useful and helpful in gaining understanding of the subject matter.

It goes into the material in depth and not only tells students how to progress their research but also explains clearly why they should be doing it this way. For example, it explains to students how to differentiate between good and bad sources. However, I have one small concern with this aspect. They do not tell students how to differentiate between different standards of peer-reviewed journals. They do mention looking at citation count but state that is not a useful measure for very recent articles. Some discussion on determining the quality of the journal itself would be helpful. For example, looking at citation counts for the journal, rather than the article would be one example, as would looking at rankings.

Overall, I would see this as an excellent reference book to last students through their academic careers.

The material itself is accurate. However, many of the links to additional material either do not work or are inaccessible to those without OSU credentials.

The material is mainly presented in a way that will last. However, many of the links no longer work so these should be checked and alternatives put in on a regular basis. Additionally, there are links to videos that may not be there in the future, although all I clicked on were available. However, the text description of the videos did not work. Many of the activities (MCQ’s etc) have a dated feel about them in terms of layout and interaction. The design of them could do with some updating.

The writing itself is very clear and easy to understand. Diagrams are used to good effect to clarify concepts (e.g. use of Venn diagrams to explain Boolean concepts). However, some of the terminology is not as clearly defined as it could be. While terms are generally explained clearly in the text, it would be nice to have a glossary of terms. Additionally, the MCQs are not always clear as if the reader gets an answer wrong it is not always apparent which is the correct one.

The book is consistent in writing style and interface.

The book is structured in a modular format whereby the reader can dip in and out of different sections, as they need to. Equally, for a student starting out, it is structured in a way that is likely to follow the steps in the same order as the student, making it a good companion to their research projects.

The book was organised in a very natural and sensible way and flowed smoothly from one topic to another. Links were provided to related sections of the book where relevant so that if the reader forgot what was meant by a particular topic, they could easily hop back and forth. The book started at the very beginning with good coverage of developing a research question and then progressed through tools and sources to help with this. The additional activities were all web based, which works fine if you have easy access. However, I was using a kindle with poor broadband so struggled to access it at times. It also felt a bit disruptive leaving the book to do the activities. It’s also not always clear whether links lead to another part of the book or to an external site. The tips are a useful addition. The stand out when flicking through the book and help to reinforce the important points. It is also useful the ways steps are clearly broken down into sub-steps.

I downloaded it to Kindle, and found a number of issues. It struggled to deal with larger fonts, resulting in some text not being visible.. There were also references to “the bottom of the page” but the bottom of the page varies depending on font size. Not all of the activities worked. Some of the activities required OSU credentials to access them, which was frustrating.

There were some minor grammatical and typographical errors but nothing major.

The book is very US centric in its use of examples. For example, there is an American football example and news sources referred to are US based generally. Additionally, copyright discussion is US centric.

Overall, I found this to be an excellent book that will help students in their research projects. I think it is a book that they will use for a number of years as it is has sufficient depth to help at different levels. The one main change I would make would be to broaden OSU references and activities so they are referring to databases in general, for example, rather than simply talking about the OSU one. Much of the material is relevant regardless of institution but a reader unfamiliar with databases would not be aware of this and might skip over some very useful information.

Reviewed by Anthony Patterson, Assistant Professor, North Carolina Central University on 2/1/18

Choosing and Using Sources is an extremely thorough text taking readers through the research process from formulating research questions to fair use and copy right issues. I particularly liked the online examples and resources including quizzes and videos. The table of contents is thorough but there is not a glossary. While this is a strong text some discussion of theory and how theoretical frameworks are used in academic writing.

While the text could have addressed additional areas, the authors were accurate and detailed. Chapter 8 - How to Cite Sources is well done and accurately takes novel researchers through when they should and should not provide citations.

The authors present how to develop, approach, and conduct sound research in a well thought out format. This text is up-to-date addressing issues like Wikipedia and Google Scholar. While issues around these information sources will change, the way this text is set up, it can easily be updated in the future.

The book is well written, clear, and easy to follow. Jargon such as primary, secondary, and tertiary sources were explained clearly with appropriate examples. This text will be accessible for my students and most others pursuing advanced degrees.

The authors are consistent throughout the text when discussing topics like presenting arguments and the relationship this has with concepts like research questions and the sources researcher select. While consistency is expected is difficult to do especially when writing as a team. More impressively is the consistency of supplemental materials throughout the text.

The book has long chapters and occasionally I had some difficulty knowing where one section ended and another began but overall it is readily divisible. Another important aspect of the text are the supplemental materials like online quizzes and videos which are also clearly align with the sections in the text.

I was skeptical at first when I began reading but the overall organization of this text is good. Even though the text is about writing and sources, a section of theory and incorporating theoretical frameworks would have strengthen the book. However the topics selected flowed well and led potential researchers through a logical process.

A few problems linking to sum supplemental materials but overall I was impressed by the quality of the graphics as well as the links to quizzes and videos that were provided.

I did not come across any grammatical or typographical issues.

I did not see any cultural insensitive examples or information provided. However I also did not see a lot of racial or ethnic diversity in examples throughout this text. Overall, I feel the authors approached the subject matter appropriately.

Reviewed by Rachelle Savitz, Assistant Professor, Clemson University on 2/1/18

The text is quite comprehensive regarding finding, using, and understanding sources. It provides the process of sourcing from start to finish with examples and activities provided throughout to support the reader. Various ways to find sources are described. There is a focus throughout on software and databases for the students at the authors institution and that can be confusing to readers from other institutions. The information provided regarding citing, ethics and copyright, and fair use was informative and would be beneficial to the reader. There were sections throughout that could have been more in depth and more specific. For instance, when going over the various ways to cite sources, additional examples could be provided and the version/edition should be listed. For instance, was the APA citation in APA 6th edition format? Also, make sure to address citing from secondary sources as students do this often and tend to cite what they read even if they read it from another text. The TOC was helpful and allowed ease of understanding what was to be covered in each section. One main complain that I have was regarding the additional information provided to help the reader in writing a paper. This information would be helpful for basic college writing but not for academic writing, thesis or dissertation writing. The sections required for some of these papers are not discussed and the text eludes that the sections provided regarding writing an argumentative piece would be appropriate for all. Also, synthesizing information could be explained a bit more and with more depth. Synthesizing includes more than critiquing and summarizing. All in all, the sourcing information is spectacular and the additional information could be expanded upon.

Accuracy of sourcing was spot on. Some of the additional categories discussed, as mentioned in the first section of this review, could be expanded upon to fully explain that category, if it is to be included in the book. The examples and activities provided were quite good and would be very beneficial for students to apply what they are learning in real-life contexts. Links were provided for extending information. I did not attempt to open every link but making sure they are up-to-date will be important as time goes forward. I also feel that the section on popular texts can be misleading. Stating that the Washington Post is "popular" eludes that it is not reliable or valid. This is not necessarily true as many experts in various fields write sections in "popular" newspapers.

As previously stated, a lot of links go to OSU resources. This could be problematic for any reader that is not at OSU. More information should be provided to support any student in the world as that part would be confusing to many students.

The text is easy to read and follow. All new information is explained and then examples and activities are provided. This is student friendly and allows any reader to quickly follow along and understand what is being stated, especially regarding the sourcing elements. As stated above, there are some sections that could/should be expanded upon for clarity and this might be best for beginning university students but the text was easy to understand in regards to sourcing, citing, and fair use. More information on how to use the sources and sections of papers would be beneficial to all students.

Each chapter seemed to follow a similar structure that followed the TOC.

Modularity rating: 3

Reading the book online provides ability to chunk the text based on assignments and can be read chapter by chapter, entirety or starting at different places. Due to the extensive amount of outside links and examples, this would be quite different if read in paper format. This book truly has to be read online to ensure benefit from all of the additional activities, links, examples, sources, etc. In addition, the many links specific to OSU would not be helpful for other students.

The organization is consistent from chapter to chapter. Information is explained and then examples and activities are provided to further knowledge. This works well for readers that needs examples.

Using a laptop provided no issues. However, when using a smartphone, the pages changed in size and various display features did not load properly or at all.

Very few grammatical errors were noticed.

No cultural issues noticed other than the many OSU references and sources. This could be offensive to other institutions as they will not be able to access many of the links.

Reviewed by Scott Rice, Associate Professor, Appalachian State University on 2/1/18

The book is very comprehensive which sometimes detracted from its usefulness. There were a few units that may be superfluous, but I did appreciate that the author seemed to err on the side of inclusivity, leaving it to other adoptees how much... read more

The book is error-free and appears to be free of bias.

The book is pitched to an Ohio State University audience, so some of the resources pointed to would not be the same as a potential adopter's institution might select. In addition, the book needs some updating regarding the impact of social media on the information cycle. Social media formats are mentioned, but a fuller treatment of how they fit into the information climate would be a good addition.

The text was clear and easy to read, and provided numerous examples for its points. It also did not rely on jargon in its explanations, which makes it much more accessible.

The text was consistent in its use of terms. I found its tone consistent, as well as the level of explanation for the wide variety of concepts explored.

The organization of the text into units makes it very easy to break the content apart into smaller units and use it for a variety of purposes. I could see using the content for different parts of several courses, as well as incorporating it into e-learning content.

The topics are presented in a logical fashion, following the path that a typical research assignment might take. This will also make it easier to fit within the flow of a course that uses the textbook to teach about the process of academic research.

The interface of the text itself works appropriately, but some of the ancillary quizzes and extra material did not work so well. Many of the graphics did not work as well within the pdf format as they do in the web format.

The textbook was free of grammatical errors and was easy to read.

The text did not appear to be culturally insensitive.

I am exploring the creation of a for-credit information literacy class at my institution and this book is a possible candidate for adoption for the course.

Reviewed by Bryan Gattozzi, Lecturer, General Studies Writing, Bowling Green State University on 2/1/18

I was impressed how the text began helping students understand the benefits of leading a research project by writing research question(s), following with assessment of research methods, and thinking about research writing as an avenue to test a... read more

The book didn't seem to dismiss any possible research method. Instead it provided suggestions of how and when any individual research method may be relevant.

The book was published last academic year and the content included is still relevant, mostly because best-practices in research (and research writing) haven't changed much.

The volume of research methods students can use given the internet's power is ever increasing, yet the book does well to isolate a handful of long standing tenets that academic writers have used for decades while allowing for discussion of web-based writing and multi-modal presentation methods instructors may increasingly require students to use.

Each section is concise, clear, and easy to follow . . . for me.

I assume students will be capable of reading the text, performing quizzes provided, and plotting out a research path to complete their assignment(s).

Then again, as an academic I obsess over these issues. I can see a student yawning while reading this text.

The content isn't especially fun to read yet the information provided in relevant and time-saving if students are willing to relax, read actively, and apply the material to the assignment their instructor has given.

I don't imagine many students would seek the book out and read about research methods, yet an instructor can pair excerpts from the book with specific assignments along a student's research path to help the student retain and apply the helpful suggestions in the book.

The text does well to allow students to name the process they're going through when composing a research question then deciding on what research path fits their question. Students are guided to consider what blend of qualitative / quantitative, primary / secondary / tertiary, or public / professional / scholarly research will fit their research and writing goals.

The book refers back to the same terms throughout and provides students with active learning worksheets to plot a research AND writing plan to complete their work, one they could conceivably follow throughout their academic and professional career.

Each subheading contains, on average, not more than a page of content allowing instructors the ability to easily limit reading assignments from the book to concise, focused sections.

The book is very process-based, and follows the workflow necessary to write a successful academic researched assignment.

The limit of this strategy might be students being overwhelmed with so much discussion of process they'd be paralyzed to inaction.

An instructor, then, would have to be direct in assigning reading materials relevant to a student's immediate research goal.

I like how the text follows the path a student would follow: from narrowing a research question, selecting and reviewing research materials, then choosing how to implement them ethically in writing.

It also details how to process research considerations students may not consider including how to archive research results, to respect copyright law when publishing blog posts or submitting student work to an online repository.

The text contains many online activities, sample research artifacts, and instructional handouts. Some require on Ohio State student authentication. The text is still useful without access to these materials, though an instructor would have to alert students to this issue.

Text was proofread well.

Didn't see any culturally insensitive content.

Reviewed by Jonathan Grunert, Assistant Professor of Library Services: Information Literacy Coordinator, Colorado State University - Pueblo on 2/1/18

This textbook covers the concepts found in the ACRL frameworks in a way that is meaningful and accessible to academic researchers at all levels. It adequately provides a discussion of the complete research process, with clear signposts as to which... read more

The content appears to be accurate to 2016, with some acknowledgement that finding sources is an activity that has seen many changes in the past few decades, and will likely seem more, and rapidly.

Information discovery and retrieval is a rapidly changing process in a changing field. But much of the content in this textbook—as far as general advice and instruction for finding resources and the ways to use them—remains relevant. As information processes change and as information uses change, I have no doubt that librarians will be at the forefront of maintaining the relevance of a textbook like this one through various edition changes.

This textbook is clear, and accessible to researchers at all levels. Jargon, where present, is well-explained, and the contexts for the various components of the textbook are provided.

The text and frameworks in this book are consistent with ACRL frameworks as well as with the ways librarians tend to talk about finding and using sources. Furthermore, the book consistently uses the same terminologies to clearly explain sometimes difficult practices.

I would be very comfortable using any chapter of this book to teach a component of the academic research process. The chapters are discrete, with well-defined boundaries. The modularity of this textbook helps reinforce the overarching idea in this book: the iterative research process. Students might read the chapters in virtually any order, and come away with a valuable understanding of the research process.

This textbook presents the research process in the way that many students and faculty think about the process—from the perspective of the end goal, and through the organizational structure of an academic paper. But, it also indicates throughout the process places when the researcher needs to revisit an earlier step, to modify the project, or to make the end product more meaningful.

No issues in the interface; nothing distracting from the content.

Some minor punctuation errors, but no grammatical errors that distract from the content.

This textbook comes from an American perspective for ways of searching for, retrieving, and using information, as well as the traditionally American ways of constructing arguments. Though there is not discussion of other cultural ways of arguing academically, this textbook does not dismiss or otherwise denigrate other cultures; nor is it insensitive in any way.

Many examples are university-specific to the libraries at Ohio State University, as should be expected from a textbook such as this. As such, this book will be most helpful to students using the book at OSU. However, instructors using this book need to be aware of this focus, and must prepare to supplement with materials accessible by researchers outside OSU.

Reviewed by Susan Nunamaker, Lecturer, Clemson University on 2/1/18

This textbook is comprehensive. It goes in-depth covering the topics of research questions (specifically how to narrow down topics), types of sources, sources and information needs, precision searching, search tools, evaluating sources, ethical use of sources, how to cite sources, making an argument, writing tips, copyright basics, fair use, and roles of resource sources. The textbook hits all of the topics that I plan to cover in my upcoming classroom-based research course with the exception of techniques for completing and writing a literature review. The textbook touches on the topic through a section on "background reading", but does not go in-depth. Otherwise, the textbook covers every aspect of academic research.

I found no errors or bias issues in my initial first read of the textbook.

The information and techniques provided within this textbook are up-to-date and relevant for academic research. I reviewed several textbooks before choosing this one for my upcoming masters-level classroom-based research course. I chose this book because of its relevance in regard to the practical skills needed in order to complete research assignments within the course, as well as, writing a capstone research paper.

This textbook is clear and exceptionally readable. It is organized by research skills in an order that makes sense to the reader. For example, the book begins with a chapter on choosing one's research question. Verbiage is clear and concise for all levels of academia to be able to effectively utilize this text.

This textbook is consistent in terms of terminology and framework. Each chapter of the textbook builds on the last. The reader is not necessarily expected to have prior knowledge of research before reading chapter one, but should easily be able to have a good frame of reference for academic research by the end of the textbook due to its high-quality framework for scaffolding knowledge with each chapter.

This textbook does a great job of sectioning academic research into small bites for the reader. It was easy for me to create modules from the textbook's chapters, spreading the information within the text over an 8-week course. The modularity of this textbook was a selling point for utilizing the textbook with students.

This is a well-organized textbook. Each chapter builds on prior chapters. Chapters are organized in a logical manner. The first chapter begins with the purpose of research questions and builds content to assist the reader in narrowing down options for research questions. The textbook progresses to assist the reader in building skills as an academic researcher throughout the textbook.

No interface issues were discovered during my initial exposure to the online format. I printed the PDF (because I still love paper) and all display features printed properly. The online navigation is easy to use and pleasing to the eye, as well.

No grammar issues were detected during my initial review of the textbook.

This text is not culturally insensitive or offensive in my opinion.

This is an excellent textbook if you are looking to utilize it to introduce students to the academic research and writing process. Its layout and design and conducive to module-based instruction, and the content is well thought out and beneficial.

Reviewed by Diane Kauppi, Library Faculty, Technical Services & Systems, Ruth A Myers Library at Fond du Lac Tribal & Community College on 2/1/18

The text did a great job of covering the subject and the table of contents were laid out well. The content was well thought out. read more

The text did a great job of covering the subject and the table of contents were laid out well. The content was well thought out.

I found the accuracy to be good. The content is a good representation of what a student needs to know in order better understanding library research.

The content itself is good & should stand the test of time for the near future. The only exception is that even though it's only one year from the publishing date (2016) many of the links are broken. And I would have preferred a OER text that was geared more generally for application to any institution vs. the inclusion of OSU specific references, links, resources.

For a text written to a 4-year university/college audience the text was good. For a 2-year community college audience some of the terminology would need to be defined.

I found the consistency to be good. It followed through each section with including tips, activities, etc.

I think the modularity was good. And the text could easily be broken down into smaller sections to be used as units by themselves or refresher units. The only issue would be where there are links within a module that link to other modules. Add to this that these links didn't work-- I rec'd errors each time I tried a module link.

The overall organization and flow as great. As stated on p 6 ("... as though you are conducting a research project while reading them [the sections]...") this made my logical side happy.

I like the links to activities for students to practice the skills being taught. The problem though was that many of the links no longer work. Additionally, many of the links are to areas not available to users who are not affiliated with OSU. And as mentioned in another review section, module links to other modules didn't work either.

I found the grammar to be quite good with only a few exceptions or where it was clunky at times.

I thought the text was neutral in this area. Nothing that blatantly jumped out at me.

I appreciated the link to application of research to other areas of our lives outside of academic research. I try to get this point across to students, especially when they are hesitant and resistant to library research. I found the "tips" & "summaries" to be a nice added 'pop' & easy for referring back to later. I liked the bold letters/words for emphasis. And the suggestion to "brush up" on p 31 was a nice touch vs outwardly assuming they don't know. The downloadable templates are a great resource for students. Overall, I found the text to be a good resource.

Reviewed by Kristine Roshau, Instructional Technology Specialist and PT Faculty Librarian, Central Oregon Community College on 8/15/17

This text is extensive! Like the title suggests, it truly is a full guide to academic research, from developing a topic, finding sources, and using them appropriately. It also follows the logical order of the search process, from identifying an information need, evaluating source quality (and purpose), and how to perform complex searches. It also highlights several common areas where academic research can be performed, from the college library catalog to specialized databases and how to find academic sources on the free web.

The book also covers what to do once sources have been found, including the importance of properly citing sources, ethical use of source material, and how to cite unusual or non-standard source material. It then moves into addressing the writing process: developing an argument and idea, writing tips, and a large section on copyright, fair use, creative commons, and public domain.

The table of contents is very granular, which is helpful. The sections vary in length, but given the overall size of the book (190 pages) having a very specific TOC is useful when returning to the text as a reference source.

I did not find any objectionable or questionable content. The authors have done a good job of selecting examples for each section (often with associated online activities or examples linked out to the web) that are varied and unbiased, but also represent realistic examples of what students might be encountering during their research process. I was really pleased when looking through the section on citing sources - styles can change, but the book is written in such a way as to be comprehensive about the purpose of citing sources, and links out to many helpful web sources, citation tools, etc so the information will remain accurate in the textbook even if the style guides themselves are updated in the future.

The section on copyright is similarly done.

See previous note - it is clear the authors have taken care to include examples that will remain relevant, not evaporate into popular culture, and provide flexibility where the content may be updated or changes (such as copyright law and citation style guides). They do provide a LOT of external links and activities, not all produced by Ohio State. So it's possible that some of their links may break in the future. It does appear that they have made an effort to either link to open sources they control, or which are unlike to change significantly (ie: government websites).

If I were using this text, I would probably modify some of the resource sections (eg: databases) to reflect those that the students at my institution have access to, though the writers do make a point of identifying OSU access-only resources where applicable. I would also update the copyright/plagiarism section to include our college's student handbook blurbs, etc.

The tone is extremely approachable in all of the areas I checked. This is extremely important in academic research where there are a lot of areas of possible legal entanglement, and the authors have done a credible job of breaking down complex concepts into approachable prose and examples.

The textbook is consistent in both writing and structure; however, I do with the table of contents was split into sections in the same way the content is. Page numbers are given though, so that's not really a big deal. There were one or two places where I saw formatting errors, but nothing overly distracting - it did not adversely effect the content.

It is visually appealing and for the most part, easy to navigate. No huge blocks of text, and it also intersperses activities, tips, and examples. The text is also organized in such a way that it can be used as a reference, without needing to be read from start to finish in order to make sense, which is helpful for the researcher who may need to pop in for just pieces of the work.

However, there is a strong presence of external sources (often OSU library webpages) and activities that are linked out of the text. The writing itself is certainly standalone, but the book would lose a lot of its character if it were printed and not viewed digitally. I would have liked a References or bibliographic section that listed some of these resources, but there wasn't one, meaning the user would not be able to search for the resource if the linked text didn't work.

I can see the potential for too many asides for activities to be distracting, but they are generally held to the end of their relevant sections, so it wasn't too overwhelming. The organization follows a logical research process, walking the reader through from beginning to end.

As mentioned before, there are a few places where it looks like images have distorted the intended formatting, pushing items to empty pages, etc. But these instances are rare. A few of the images could be higher resolution, but they were certainly legible (and I was viewing this text at 125% zoom on a larger screen, so my experience is probably not representative of every reader).

It is long though, and I would have loved to be able to jump to sections through anchor bookmarks in the content page - that would be a nice touch.

I also found a few broken links, which is not totally surprising, given the volume of them in this book.

None noticed in this review.

No objectionable content found - the authors have chosen inclusive examples wherever possible, while remaining realistic about subjects students might be researching.

Not all of the links to activities are self-describing (there are no plain URLs, but many of the activity links contain the same 'Open Activity in Web Browser' text, which would be confusing if a user was navigating with a screen reader.

Reviewed by Deborah Finkelstein, Adjunct Professor, George Mason University on 6/20/17

The book is very comprehensive. The authors consistently explain concepts well and provide easy-to-understand examples that are approachable for the undergraduate audience. For example, the authors don’t just say, “narrow down your source,” they go through steps to narrow it down, walking students through the process. (p 9) Very thorough. They also spend a page and a half giving examples of “Regular Question” vs. “Research Question.” (p 13-14) This ensures that students will understand the difference. They also do well with explaining fact vs. option, objective vs. subjective, primary vs. secondary vs. tertiary sources, popular vs. professional vs. scholarly magazines, when to quote vs. paraphrase vs. summarize, and other concepts that are critical to performing research.

The book does not have an index. The table of contents is quite thorough and very useful in understanding the breakdown of the book or locating certain topics.

The book is error-free.

There are many digital examples in the text. As long as authors make updates as technology inevitably changes in the future, the book should remain relevant.

The book has a conversational tone that is connective, trustworthy, and approachable for the undergraduate audience. This makes it easy to read and easy to understand.

The book is very consistent with tone, and terminology.

In the introduction, the book encourages students to “jump around a bit in this guide to meet your needs.” (p 5). The book stays true to this idea. Students could read the book straight through, but it is well-designed for “jumping around.” The sections stand alone, and instructors could easily assign sections in the book out of order. This book could be used as the only textbook in a classroom, or an instructor could use these modules to supplement an existing textbook. Topics are easily found in the book thanks to an excellent table of contents, a clear organizational structure, and a great use of headers.

The book is well-organized and follows a logical structure. Individual topics are also well-organized. The authors break processes into step-by-step, making is easy for students to learn.

Great use of visual aids. For example, there is a chart on how to narrow down research topic (p 9), and a chart on the roles of resources in research (p 179). These items are great for visual learners, and they make the text come alive while emphasizing important concepts.

The book shares links to outside sources. This provides students that would like more information that is beyond the book with resources. It additionally provides students links to activities, such as one that asks them if a source is primary, secondary, or tertiary (p 34). On occasion, it links to outside companies, such as citation management software, news outlets, and social media, making the book a resource. In this way, the book utilizes the medium of a digital book.

The book is free of grammatical errors.

The book is culturally sensitive. The book is designed for Ohio University students. Examples given occasionally apply to Ohio, such as when the authors are providing examples of newspapers, they list two out of six that are from Ohio, including the campus newspaper (p 43) There is also a link to the OSU Libraries’ newspaper database (p 44), and when talking about citation management software, they mention the three that are available at OSU. It’s not a large enough issue that one should not use the book; it’s still easy to understand, but it is a limitation and worth mentioning to students.

I teach a 300-level English class on performing research and writing research papers. I plan to utilize this book next semester due to the excellent organization of modules, the approachable tone, and the great explanations and examples.

Reviewed by Constance Chemay, Head of Public Services, Library Services; Asst. Professor, User Instruction, River Parishes Community College, Gonzales, LA on 6/20/17

The book does an excellent job covering the subject, and even goes beyond what its title suggests, with chapters on writing and formulating an argument. The chapters on copyright and fair use are exceptional. However, it lacks both a glossary and an index. Some terms are defined in their appropriate chapters, but not all. Some students, particularly first-year or those who may be enrolled in developmental courses, would benefit greatly from a glossary. The activities, while appropriate for their contexts, are mixed in their effectiveness; some provide good feedback with clarification, but most offer little more than a smiley face for a correct answer or an “x” for a wrong answer with no other feedback.

For the most part, this book is accurate and unbiased, but one area where I noticed discrepancies is the chapter on citing sources. MLA released its 8th edition in April 2016, yet the examples provided are 7th edition. I also noticed errors in the example for APA; only the first word, proper nouns, and those following major punctuation marks are to be capitalized in article titles following APA formating guidelines. Regarding bias, the book is unbiased; however, I disagree with the discussion of news sources regarding mainstream versus non-mainstream (or mainline as used in the text); main-stream media includes "traditional" sources, e.g., television, newspapers, and radio, as opposed to online sources, especially social media. The authors’ inclusion of Fox News, a right-leaning national television news network, a contemporary of CBS, NBC, and ABC, as non-mainline rather than mainline shows bias, in my opinion. It’s difficult to find news from any news source, mainstream or not, right, left or center, that doesn’t have some bias or opinions in its reporting.

This textbook itself is written so that it will be relevant for a long time. However, there are some exceptions. The discussion of citation styles uses examples for MLA that reflect the 7th edition rather than the 8th, which was released in April 2016. The book covers this discrepancy somewhat with its tip regarding choosing a citation style, with its remarks that styles do change and its recommendation to check with one’s instructors. Another issue is the potential for link rot regarding external websites; in fact there are a few dead links in the text and activities already. A couple of online resources mentioned and linked to, IPL2 and the Statistical Abstracts of the US, have been retired for at least a couple of years, which makes me wonder about when the book was actually last reviewed edited.

The book is well-written, easy to read, conversational. Most technical language is defined and used appropriately.

This book is consistent in terms of its terminology and framework.

This book is extremely modular in its organization at the chapter level and within the chapters. It can be easily reordered to meet specific course or instructor needs. It does refer to other sections of the text, but these references are appropriate, emphasizing more in-depth information elsewhere in the book. Sections that are unique to OSU can be replaced/revised to make the text relevant to other institutions as needed.

It is well organized and reflects the processes and stages of research. While the research process is not linear, the topics are presented in a logical manner that guides students through the process. I did note that a couple of sections in chapter 7, on ethical use of sources don’t really seem to fit there, however. The paragraphs on page 118 discussing a lack of understanding of the materials and lack of time might fit better in other chapters.

While the online version works well, the PDF format has issues. Some of the in-text navigation links work (the TOC links) while others found throughout the text don’t, often giving an “error: unknown export format” message. There are also a few dead links in both the online and PDF formats, as well as in some of the online activities. Some links direct users to OSU Libraries’ resources, either their catalog or their licensed databases, but not all such links are clearly identified as such.

Grammatical Errors rating: 3

For the most part, this text is well-written, grammatically; however, it does have a few grammatical/typographical errors, possibly more than one might expect from a text of this length, and assuming that the author is most likely a committee rather than an individual, more eyes reviewing the text should catch such errors. There are also instances of tense inconsistencies, shifting from present to past in the same sentence. Two paragraphs on page 47, under “Finding Data in Articles . . .,” repeat the same four sentences verbatim in different order. This occurs again on page 88. While these are not grammatical errors, they are certainly editorial errors. Most of the online activities have typos, as well, more so than the textbook.

This textbook is not culturally insensitive or offensive.

I do like this book. I think it puts the topic in terms that students can readily use and understand. I'd even recommend the chapters on copyright and fair use to faculty! I do think that it could benefit from the inclusion of a glossary and an index, as well as regular and frequent review, especially in regards to the linked resources. The PDF version definitely needs revisions since it seems that most of the in-text referral links throughout the text don’t work. Since it is tailored to OSU’s library resources, any instruction librarian using the book can substitute content relevant to his/her institution; non-library faculty using the text can consult their own librarians for help with this.

Reviewed by Dawn Kennedy, Ed.S, Health Education, Anoka-Ramsey Community College on 4/11/17

Choosing & Using Sources: A Guide to Academic Research serves as an excellent guide for teaching the research process. It takes the learner through the process of academic research and writing in an easy to understand manner. As an educator in a community college setting, I am working with students who are new to the research process. This text will be useful when working with students to start developing the appropriate process of research writing. The text has neither a back-of-the-book index nor a glossary. It is beneficial that key terms are defined throughout the chapters.

The information presented in the text is accurate at this point in time and unbiased. One concern is that some of The information presented in the text is accurate at this point in time and unbiased. One concern is that some of the links do not work.

Content is up-to-date at this point in time. Most examples and exercises are arranged separately from the main text and can be updated as needed. Some of the content links to the Ohio State University Libraries databases which may not be assessable to students outside that institution.

This text is clearly written, well-illustrated, and user-friendly for the undergraduate audience. It avoids technical jargon and provides definitions where appropriate.

Choosing & Using Sources: A Guide to Academic Research is consistent in terms of terminology and framework.

Regarding the book’s modularity, users of this text can be selective in chapter choice. In this sense the text is useful to instructors and students who wish to focus on a single component and /or use the text as a reference. For a better understanding of the research process in its entirety, reading the text in the order written may prove to be more beneficial.

The text's organization mirrors the research process in a logical, clear manner. Chapters 1-8 lead the reader through the basics of research literacy and research skills; chapters nine and ten explain the process for making an argument and writing tips; Subsequent chapters zero in on copyright and Fair Use information. Key concepts and points are supported with highlights, examples and colorful illustrations.

The text displays generous use of visuals which are clear and free of distortion. The activities provided support the concepts and skills being addressed and are easy to navigate. One concern is the activities which are linked to Ohio State University may not provide access to all, resulting in limited access of information and frustration for the reader.

• The text is not culturally insensitive or offensive in any way.

This is a text does an excellent job of explaining the research process in a logical manner. The text uses examples, illustrations, and skill practice to support the learning process. I recommend this text for use in it's entirely for teaching and learning the research process and as a resource for the rest of us.

Reviewed by Scott Miller, Reference and Instruction Librarian, Rogue Community College on 4/11/17

The book is very comprehensive and even goes beyond what might be expected in this kind of textbook. Along with choosing and using sources, the authors include a section on making an argument. Topics are dealt with appropriately and the text employs tests and activities along the way. I found some of the activities were not particularly well designed and sometimes answers to questions were based on assumptions by the authors as to context that in real life may or may not be appropriate. For instance, they claim that the periodical/journal title "Coral Reefs" is a scholarly journal, but judging by the title alone in a real life exercise there is no way to know whether it is scholarly or popular in nature.

There could have been more discussion about context and how it defines whether a sources is primary, secondary or tertiary. '

What the this textbook does not have is any kind of index or glossary, which I found disappointing.

I did not find any instances of inaccuracies in the text. I did find, however, some assumptions in the text that were not always warranted. I took issue with the assumption that mainline news sources are objective (p. 42). It is very clear that news articles are often biased. I think telling students that mainline news sources are objective effectively disarms instead of promotes critical thinking by students doing research.

On page 126 there is a discussion about using quotations where the authors say that all quotes are to be put within quotation marks. This is not true of block quotes in MLA or APA style and they omit any mention of it.

This textbook should retain its relevancy for several years, but it will lose its effectiveness very soon, since many of the dozens and dozens of links in the text will surely break before long. In the short term the links are a great feature, but they do severely limit the longevity of the book. I also found them annoyingly pervasive.

It should also be noted that the MLA citation example on page 122 uses the outdated MLA 7th edition guidelines.

Overall, I thought the book was very clearly written and easy to follow. The one section I struggled reading was the section on sources and information need. It seemed to want much more editing and was often wordy and almost obscure.

I did not notice any lack of consistency in terminology or framework.

This is one the book's strengths. It was clearly organized into topics and subtopics which sometimes could be addressed in an order chosen by an instructor. There were, however, occasional self-references to earlier sections or previously used external sources.

Moving from the simpler aspects of choosing and evaluating sources to the more complex uses of them and how arguments are constructed made good sense.

Interface rating: 2

I found the interface to have significant problems. At least a dozen links would not work from the PDF text when opened in Firefox. I often got the message, "error: unknown export format." The links seemed to work when viewing the text online, however.

The textbook's usefulness outside of Ohio State is severely limited by the frequent use of sources only available through OSU student logins. The textbook was written for OSU students, but it really fails as a textbook for any other institution unless it is significantly modified.

I found a few missing punctuation marks, and only two missing or wrong words in sentences. For a textbook this long, that's very good.

The textbook used interesting and non-offensive examples.

While it's a good textbook for choosing and using information sources it suffers from being too specifically written for OSU students, as well as including an overabundance of links that will reduce its longevity. Not including any kind of index or glossary is also a drawback.

Reviewed by Vanessa Ruccolo, Advanced Instructor of English, Virginia Tech on 2/8/17

Ch. 1 has a great overview of regular versus research questions and the difference between qualitative and quantitative research. Ch. 2 covers primary, secondary, and tertiary sources as well as popular, professional, and scholarly. Ch. 3 includes a source plan (i.e. what do you need the sources for and what is your plan). Ch. 4 gives tips and hints for searching on a library database. Ch. 5 gives different search options, like the library or Google Scholar. Ch. 6 is all about evaluating the sources you find, including clues about sussing out bias and thoroughness, as well as discussing currency of topic. Ch. 7 discusses why you should cite sources. Ch. 8 discusses ways to cite sources. Ch. 9 is looking at argument as dialog and what is necessary in that exchange and a recommended order of components. Ch. 10 covers quoting, paraphrasing,and summarizing and signal phrases. Ch. 11, 12 are copyright and fair use. Ch. 13 covers the roles or research.

I will use Ch. 1 and 2 in my classes, as I think the breakdown of research is useful and clear. Ch. 3 also has useful imbedded tools that will help students plan; Ch. 4 and 5 might be used as references post-library visit. I will also use Ch. 6 and Ch. 10.

I think the information provided for distinguishing scholarly, popular, and professional is helpful and I hope the resources help students understand good, reliable sources a bit better. The same is true for searching for sources, and I think the sections on search engines and evaluation of sources are going to be quite useful.

While the information on copyright, fair use, and why and ways to cite sources is fine, I won't be using these for my English classes as I find them not as helpful or relevant.

I think the book is quite accurate in terms of information provided. They use sources that both I and my students use, so clearly the book is addressing real needs in the classroom. It also makes suggestions that reinforce the concepts our librarians share with the students and instructors, so I find this to be extremely helpful.

The book suggests Purdue OWL, a source I also use; however, I realized this year that OWL was behind in updating some of the MLA citation changes. So that's something maybe for the book authors to note or address when recommending websites.

With that said, I think the book covers key specifics like university library websites, Google Scholar, and search engines, in broad enough terms to keep it relevant. Also, the graphics are simple and not dated, and there is one drawing of the "outernet" that shows what social media, Youtube, etc. would look like in the "real, outer" world. This drawing is the only thing I saw that might be dated soon, but its point is still solid.

Very easy to read, clear terminology and explanation of terms, and lists are also provided to help break up each page's prose, which means the information is presented in a visually clear form as well.

I think the consistency of terminology as well as the scaffolding makes sense on the whole. I didn't seem places where the language changed or seemed to have several writers or definitions.

Perhaps one of the best parts of this book is how each chapter is contained, succinct, includes an activity, but still builds on and with the other chapters. Each chapter is stand-alone and clear and easy to read online, or if you chose to print it. The creators clearly had the online reader in mind, however, and the chapter lengths and fonts are comfortable.

Overall, I like the organization, specifically for chapters 10-6. I would change the order of the final chapters so that Ch. 9 and 10 come before Ch. 7, 8, 11, 12. I would also move Ch. 13 "The Roles of Research" to earlier in the book, perhaps around Ch. 3 or Ch. 6. If I use these materials, I will reorder some of the chapters for my class so that the scaffolding and explanations work a bit more side by side.

Again, comfortable, easy-to-read pages, simple graphics and the charts used are helpful and appropriate. I especially appreciated that the authors didn't use images that showed people or figures that could both date the book and also make students feel talked down to - I hate images like this and refuse to use textbooks that incorporate them, so kudos!

Additional resources are easy to access.

I wish the email option (for sending yourself a page) pulled up a screen in which I could type the email I wanted it sent to. Instead, it pulls up Messenger, which I don't use.

The Table of Contents didn't let me jump to the chapter when I pulled down the menu. Was that just my computer/browser?

Now, I didn't read through as though I was grading (it is winter break, after all!) but nothing jumped off the page. If something had, if there had been a mistake, I would still use the text; if there had been several, I would have considered abandoning it for class. However, the information is still so good I i might have told my students to find the grammar mistakes as part of an assignment just so that I could use the research parts still; however, I didn't not see any.

No, nothing. Perhaps if the authors include more examples for citations they could pull from culturally different sources then, but the material here was so broad in terms of textual sources it was in no way exclusive.

I will be using parts of this book in my English classes. Well done to the authors - a helpful, free supplement.

Reviewed by Dale Jenkins, Advanced Instructor, Virginia Polytechnic Institute & State University (Virginia Tech) on 2/8/17

Having taught freshmen how to write college research papers for the past 18 years, I gave the text high marks on addressing all of the key elements college students need to engage in academic research. read more

The text implements content from a host of sources which is extremely useful, but the grammar needs a few tweaks.

This represents a strong aspect of the text. The writers did a good job of winnowing out unnecessary components of the research process, although my freshmen would not delve into the Fair Use and Copyright chapters.

The book gets outstanding marks on clarity. Students will find this to be a definite strength of the text.

The authors did a good job with consistency. I kept my students in mind as I evaluated this aspect of the text.

Students would find this book extremely accessible in terms of modularity. I don't see them being overwhelmed by the text or high-brow jargon.

I noted a logical progression to all thirteen of the chapters. Students in upper-level classes would find the chapters on Fair Use and Copyright more significant in their academic studies.

The hyperlinks and the interactive elements of the book will be extremely appealing to students as well as being substantive.

The book still needs some work in this regard. Pronouns don't always agree with the antecedents, and I noted several shifts in voice in the text.

The text doesn't have any instances of cultural insensitivity, and I pay close attention to this aspect of textbooks when I peruse them for potential use in my courses.

The hyperlinks, using different types of media, and the chapters on "Why Precision Searching?" and the discussion of plagiarism proved to be well-crafted and accessible for students. I also commend the authors for the lack of jargon that would leave students in its wake.

Reviewed by Jarrod Dunham, Instructor - English Composition, Portland Community College on 2/8/17

A very comprehensive guide to the writing of the research paper. I've taught research writing for several years, and this book covers all the material I'd typically cover in a class. Previously I've not used a textbook in that class, but I'm teaching an online section this term and find that the book offers a very effective substitute for the lectured and activities I'd otherwise be presenting in class.

This text is accurate and up-to-date with the most recent developments and issues in the field.

This text is very much up-to-date. It shows an awareness of changing conventions in academic writing, and emphasizes the latest technological tools for researching and managing citations. It frequently links to outside resources, which could be problematic in the event those resources were removed or relocated, but in practice I never encountered such an issue.

Clarity is one of the book's strengths. It is written in clear, simple, and concise prose, resisting the kind of "academese" that is frequently employed in textbooks and gives students a false impression of what academic writing should look like. I found all of the content very easy to understand, and, although it's intended for slightly more advanced classes, accessible for Freshman writing students.

The text is highly consistent, both in terms of the terminology it employs, its organizational structure, and its systematic incorporation of tips, learning activities, and quizzes.

The book is divided into 13 chapters, each of which addresses particular aspects of research writing and can be employed on its own, or in conjunction with other related chapters. I found that assigning chapters in order was generally perfectly appropriate, although there was no issue with assigning the odd chapter out of order - links to previous or later content are provided where appropriate, so students can easily navigate to other relevant sections of the text.

This text is very nicely organized. It moves from the beginning stages of the pre-writing process - choosing a topic and identifying appropriate guiding questions - through the research to the writing of the paper itself. I found that the organizational structure of the text very closely mirrored the structure I use myself in teaching research writing. As such, adopting this text for the course (and adapting the course to the text) was a delightfully straightforward exercise.

The interface of the text is excellent. It is very easy to navigate, very attractive, and all tools work as intended. Some features are only available to those with Ohio State University log-ins, which yields a handful of frustrating moments, but in general I didn't find this to be a significant issue.

The text is error free and written in a simple, accessible, and engaging style. It's not merely an easy read, but one that effectively models clear and concise academic prose for writing students.

To the extent such issues come into play, the text is inclusive and culturally sensitive. The content of the text is mostly neutral on such issues - they simply tend not to come into play - but I was pleased to find a comprehensive chapter on the ethical use of sources, which introduces an ethical dimension to the research and writing process that many students may not anticipate or otherwise be prepared to navigate.

Overall I was quite pleased with this text. In my online section of Research Paper Writing, I have assigned nine of the thirteen chapters, and am very pleased with the breadth of content covered thereby. With one exception, I've been able to assign those chapters in the order they appear in the book, which simplified the planning process for myself, and offers a structure to the course that will be more readily apparent to my students as well. Late chapters on Copyrights Basics and Fair Use struck me as unnecessary and a little off topic, but it is of course easy to simply not assign those chapters, and since this is not a print book they have no bearing on materials costs.

For an online class like the one I am currently teaching, this is an excellent primary text. Even in a face-to-face class it could prove to be a very useful supplemental text. Normally I resist the use of supplemental texts in face-to-face classes, but since this one is free it is ideal for that purpose: instructors and students can simply rely on it to whatever extent feels useful.

Reviewed by Jennifer Lantrip, Reference Librarian, Umpqua Community College on 2/8/17

This book is an excellent source for guiding undergraduate students through the research process, from understanding the purposes for doing research and writing a research question, to composing a thesis and contributing to a scholarly conversation. Students learn where and how to find relevant sources and how to evaluate and use them ethically. The main text is supplemented with links to useful resources, videos, worksheets, examples, and exercises. These are all high quality sources, making this a comprehensive resource for teaching information literacy and the research process. While no index or glossary is provided, terms are well defined within the text. Links are provided to other sections within the text where terms are further discussed.

The content is error-free, unbiased, and accurate. Ideas and concepts are in accordance with the Association of College and Research Libraries’ “Framework for Information Literacy for Higher Education,” with the exception of several small sections that could easily be clarified or adapted.

The opening section of Chapter 3 states that researchers should find sources in order to meet their information needs. However, it states that one information need is “to convince your audience that your answer is correct or, at least, the most reasonable answer.” This should be clarified for students so that they understand that they should start their research with an open mind as opposed to looking for sources which support their predetermined thesis.

The section “The Sources to Meet Needs” in Chapter 3 states that convincing one’s audience is an information need and that students should find sources based upon what their audience would be convinced by. Researchers should not choose their sources based upon what would convince their audience, but rather upon what sources best answer their research question. The most relevant and highest quality sources should not be omitted from the research process because the researcher does not think that his/her audience would be convinced by them. It is part of the researcher’s job to educate and convince his/her audience why the chosen sources and the research are relevant and of high quality.

Chapter 13 mentions briefly, “Putting your sources to work for you in these roles can help you write in a more powerful, persuasive way—to, in fact, win your argument.” It is very important for researchers to make convincing arguments through using quality sources, doing quality research, and presenting the information in an understandable way. Students should understand that the goal of scholarly conversation is not to “win” arguments, but rather to contribute to the world’s shared knowledge. While one argument may hold for a time, it will most likely be refined in some way by future researchers.

The main content of each chapter is current and does not contain terms that will soon be outdated. Specific examples and exercises are arranged separately from the main chapter text and can be updated independently. Some of the content discusses and links to Ohio State University Libraries databases which are unavailable to students at other institutions. While some of this knowledge is transferable, the specific information about these databases is unique to OSU Libraries. It would be useful if this information could be generalized in the main flow of the text so that it would be applicable for students at other institutions.

This text is very readable and easy to understand. Concepts are explained clearly. Exercises and examples are provided to help students grasp each new concept. It is written in a casual tone that appears to make an effort to put its readers at ease while giving solid information about how to complete research and writing assignments successfully.

The terminology used in this book and its framework are consistent. Each chapter, chapter sections, examples, and exercises are organized in a consistent manner throughout the book, making it easy to follow. Students can refer to specific sections of the book or read it straight through. Because links are provided to sections of the book where important terms are defined or discussed further, students can easily jump to relevant sections of the book.

The book is divided into chapters and subsections which lead the reader seamlessly and logically through the research process. The book could easily be assigned to be read linearly, but it would also work well for instructors to assign specific chapters as applicable to the course content.

This book takes students through the research process in logical steps, from choosing and refining research questions, to producing and sharing what they have learned. For students who are unfamiliar with the research process, it would be most useful to read the book linearly as each chapter prepares students for future chapters.

This text is easy to navigate in both the PDF and online versions. Images are clear. There are currently no broken links. The contents in the PDF version could be made clearer by making a greater distinction between the main chapter and chapter section titles.

The text has negligible grammatical errors.

This text is not culturally insensitive or offensive.

I highly recommend this book for teaching information literacy and the research process to undergraduates.

Reviewed by Patricia Akhimie, Asst. Prof of English, Rutgers University-Newark on 2/8/17

This textbook does not include an index or glossary but is full-text searchable, returning a an easy to read and access menu of clickable search results to take readers directly to the desired information. In addition, an expandable Table of Contents for the book is available as a tab so that readers can view an overview of topics and jump to other sections at any time. This textbook offers a review of research methods that is certainly comprehensive. Instructors will likely find that individual sections, rather than the whole work, are most useful in planning lessons and constructing student assignments in research based and writing intensive courses at the undergraduate level.

This textbook is accurate in its representation of research methods and of the reasoning behind these approaches. In addition, details about citation styles, and search tools, seem error-free. Treatments of the more complex aspects of research, such as constructing an argument, are unbiased and thorough.

The textbook should be useful to students and instructors for some time. It should be noted, however, that research software and citation styles are updated, though infrequently. Thus, the video walkthroughs of particular databases, for example, may be obsolete or misleading after some time.

This textbook is remarkably lucid and approachable for undergraduate readers. Discussions of complex ideas are illustrated with useful graphics that readers and instructors will find particularly helpful. The video walkthroughs are perhaps the most attractive illustrations for instructors. These guides will be appealing and easy to use for students intimidated by large databases and their idiosyncrasies.

The textbook is immanently usable. It is consistent in its tone as well as in its use of terms.

It is clear that this textbook has been designed with modularity in mind. Individual sections will be more useful than others, depending on the type and level of the class. In addition, sections can easily be assigned at different points over the course of a semester. For example, sections might be assigned at intervals that reflect the stages of the development of undergraduate student’s independent research paper. The section on formulating research questions might appear early in the semester, the section on citation styles toward the end.

The organization of the book reflects the stages of research. This means that navigating the textbook will be intuitive.

Navigating this textbook will be intuitive, the Table of Contents tab makes moving between sections very easy.

Readers will find the textbook free of simple typos and errors.

Readers will find the textbook inclusive. Some readers may find that the attempt made in the textbook to speak to research in the humanities, social sciences and sciences has meant that discussions can be vague at times but this is to be expected in a textbook on this topic aimed at a broad range of readers and researchers.

Reviewed by Heather Jerónimo, Assistant Professor, University of Northern Iowa on 2/8/17

This text is a comprehensive review of the various types of sources one might need to complete a research project or paper. The book begins with a clear explanation of how to formulate a research question, while the majority of the chapters focus on finding and evaluating sources. The topics in this text are well-chosen and reflect several aspects of academic writing in which beginning researchers might struggle, such as how to do a precision search, understanding biased versus unbiased sources, and how to decide between quoting or paraphrasing. This book is written at a level that undergraduates should easily be able to comprehend, while the content of the chapters gets increasingly detailed and complex throughout the book. There is no index or glossary at the back of the book, but there is a very complete table of contents at the beginning of the text. Readers might find it useful if the chapter titles in the table of contents were in bold, as the detailed breakdown of sections—while helpful—can be overwhelming when one is looking for the main categories of the book.

The text provides helpful and unbiased examples for how to do research in many different areas. The practice activities relate quite well to the content of the chapters, although some links do not work. One of the strengths of the text is its applicability in a general sense to many different types of research.

In most chapters the information is kept very general, allowing the text to enjoy relative longevity, as the process of how to conduct academic research, cite quotes, etc., likely will not change drastically in the near future. For example, in the section on databases, different types of databases are explained, but the author does not reference many specific databases to which students may or may not have access. With an understanding of the concept, students then are equipped to find the databases that pertain to their field and that are offered by their institutions. There are several references to Ohio State throughout the text that will not be helpful to all readers, but they do not impede the reader’s comprehension of the text.

It is a very readable text, written at a level that makes it easily accessible to undergraduate students. The author has avoided jargon that would be confusing to the readers.

Even though the book gives examples of various types of research and sources, it maintains a high level of consistency throughout.

The chapters are clearly divided in a way that allows the reader the option to skip between chapters or to read the chapters in succession. This text could be put to a variety of uses within the classroom. As an instructor, one could use it as a primary text for a Research Methods or Composition class. One could also suggest that students read only certain sections in a class that was not primarily focused on the writing of research papers but that had a research component. This text is a valuable how-to manual that students can reference throughout their academic journey.

The text has a logical organization and flow. The book transitions from more basic information at the beginning to more specialized knowledge in later chapters, allowing students to gradually become more immersed in the topic. The structure permits students to read the text from cover to cover, or to read only the information and chapters about which they are curious. The activities serve as good checkpoints to assess students’ knowledge and break up longer readings.

The interface of the text is easy to manage and does not distract from the content. The placement and accessibility of the activities provide quick and easy checks to assess whether students have understood the concepts of the chapters. The images support the text and are linked closely to the message.

There are few grammatical errors in this text.

The text is not culturally insensitive or offensive. Like many textbooks, it could be more intentional in its inclusion of a variety of races, ethnicities, and backgrounds, perhaps in the examples or practice activities.

Reviewed by Dr. William Vann, Information Studies Faculty, Minneapolis Community and Technical College on 12/5/16

While there is neither a back-of-the-book index nor a compiled glossary in this outstanding textbook (key terms are defined, however, throughout the chapters), one cannot deny its comprehensiveness. In fact, this text covers so much ground it is unlikely to be used in its entirety for any single college course. Information literacy and research skills courses will find the first eight chapters to be a robust introduction to their subject matter, replete with interactive activities and auto-graded assessments. Composition courses engaged in research-based writing will likely work through the first eight chapters selectively, but then dwell on chapters nine and ten on argument formation and writing. Such courses may also benefit from the excellent chapter thirteen on Joseph Bizup's BEAM method of deploying research sources in scholarly communication. Chapters eleven and twelve on copyright and fair use, respectively, are likely to be used only by advanced undergraduates, faculty, and professional librarians, but they do serve as a handy reference nonetheless.

All of the chapters of this textbook contain authoritative and accurate information, in line with national information literacy standards and sound pedagogical methods for composition and critical thinking. The only section of the text I took issue with was the "Fact or Opinion" part of the second chapter, where the authors try to distinguish between fact, opinion, subjective information, and objective information. The authors' attempt results in claims like "the death penalty is wrong" being rendered as opinions, while claims like "women should stock up on calcium to ensure strong bones" are judged to be subjective information. Facts and objective information are superior, on this way of thinking, because they are the result of research studies, particularly empirical, quantitative ones.

I suspect that this way of drawing the distinction would do little to challenge the naive relativism most undergraduates bring to the classroom. (How many of us, when analyzing a text with beginning undergraduates, have had to entertain the question "Isn't that just the author's opinion though?") A better approach would be to talk about claims that are empirically justified (facts), claims that are justified, but not empirically (value judgments - "x is wrong", prescriptive claims - "women should do x"), and claims that are not adequately justified by any means (opinions). In this way, answering a research question like "Is the death penalty unjust?" is not merely an exercise in subjective opinion-making, but rather an exploration of reasoned argumentation, only some of which may be empirical or based on research studies.

The text is current and will likely be so for some time. Examples, activities, and tips are marked off from the main chapter prose, so will be easy to refresh when necessary.

There is no lack of technical terms in the world of information studies, but this textbook does a fine job of providing definitions where appropriate in each chapter. Concepts and methods are explained in context, and illustrative, easy-to-follow examples adorn each chapter.

The only area of the text that falls a little short on clarity is the interactive activities. These are usually multiple choice or matching questions, but some of the word choice in questions left this reader confused, and in some cases the instructions could have been more explicit.

Being authored by committee, we might expect this textbook to suffer in the consistency category. Yet it does not, thanks again to the fine editing job by Cheryl Lowry. Perhaps the book's provenance as a series of online tutorials put together by librarians and faculty at OSU is partly responsible for this.

As the authors suggest on the first page, the research process isn't always linear. So reading a text modeled on the research process oughtn't to be a straightforward chapter-by-chapter march either. Consequently, faculty and students can comfortably read this text selectively and skip chapters as needed. For the most holistic understanding of the research process, however, it would be sensible to work through at least chapters one through eight in their entirety.

I appreciate how the text's organization mirrors the research process itself. The first chapter takes on research questions, exactly where student researchers need to begin their projects. Subsequent chapters explore types of information sources, how to find and evaluate them, and finally how to deploy them in a well-argued scholarly product. The writing in each chapter is clear and crisp, with important concepts amplified by colorful visualizations.

As mentioned above, the chapters on copyright and fair use which occur near the end of the book feel like a logical interruption to the book's flow, and they might well fit more comfortably as appendices for occasional reference by advanced undergraduates, faculty, and librarians.

The "look and feel" of this textbook is clean and very intuitive to navigate through. The design strikes a pleasing balance between prose, graphics, and special formatting features like the explanatory, grey-background "TIPS" found in each chapter. Subheadings, bulleted and ordered lists, and judicious font choices make the text easy to read in all its online file formats.

One weakness of the interface is that several of the linked activities point to OSU Libraries' resources, thus requiring OSU authentication to be accessed. While it is understandable that the authors wanted to include their libraries' proprietary information sources in the activities - these are the sources their students and faculty will be using in actual practice, after all - this obviously makes this text less of an "open" textbook. Those outside of the OSU community who would like to adopt this textbook will therefore have to come up with their own replacement activities in such cases, or do without.

A few of the links in the text did lead me to a curious OSU server error message: "Error: Unknown export format", but I expect these links will be repaired as they are reported to the authors.

This textbook has clearly been edited with careful eyes by Cheryl Lowry, as grammatical errors are few to none. The grammatical hygiene of the text can probably also be attributed to its collective authorship - over a dozen librarians and faculty of the Ohio State University Libraries developed the content, which was born out of a series of online tutorials.

This textbook is culturally relevant in its use of examples and depictions of college students.

This text is a substantial contribution to the open textbook movement, and its quality easily meets or exceeds anything comparable in the commercial publishing arena. Highly recommended.

Reviewed by Kelly McKenna, Assistant Professor, Colorado State University on 12/5/16

The book provides a thorough introduction and how to regarding sources in academic writing. With the exception of the first chapter on writing research questions, the rest of the book is focused on sources, which is relevant for any type of academic writing not just research papers. The information is relevant across disciplines and readable to a wide audience. It is clearly written for and geared towards undergraduate students, particularly from Ohio State University. The index is detailed making it easy to locate specific information and includes hyperlinks for clear navigation. A slightly altered index format would make the chapter topics more readily available and accessed. All subjects and chapters are aligned rather than clearly indicating each of the chapters found within the text.

Content throughout the book is accurate and clearly written. There does not appear to bias in reading the material. The book includes numerous resources linked throughout the text, however some are no longer active resulting in error messages.

Due to the significant number of links throughout the book, it is likely updates will be necessary on a consistent basis. These links are extremely beneficial, so ensuring they are accurate and up to date is essential to the content of this book. Much of the book reads as a "how to" regarding sources, so although practices for scholarly writing will likely not become obsolete the sources and technology used to locate the sources will evolve.

The informal tone of the text is engaging and applicable for the intended audience. The writers are aware of their audience, avoiding technical jargon. Also, throughout the book they provide numerous examples, resources, activities, and tips to provide insight and relevancy to students.

The structure of the book is clear and well organized with each chapter providing scaffolding for the next. Although the text is internally consistent regarding terminology there are formatting differences between and within some chapters. Blue boxes throughout the text contain tips, examples, answers, etc. Organization, readability, and consistency could be improved if these were constant throughout the text similar to the presentation of activities in the text.

Sections of the book could be easily assigned and read in isolation. Subsections of material are clearly marked and chapters are presented in organized fashion with clear delineation between segments. The inclusion of numerous activities, examples, resources, and tips improve modularity.

The book is created as a tool for students completing academic writing and follows this course. Topics contained in the book are presented in a clear and logical structure. As mentioned above, with exception of the first chapter, the material is relevant to all undergraduate academic writing, not just research.

The layout and display work well as a PDF or electronic book. Numerous visuals are included throughout and are free of distortion or other distracting or confusing issues. As mentioned above, the index could be improved by clearly articulating the subheadings as within a chapter.

The book contains minimal to no grammatical errors.

The book is not culturally insensitive or offensive in any way.

Some sections of the book are specific to Ohio State University potentially limiting its relevancy and audience in specific chapters or sections.

1. Research Questions
2. Types of Sources
3. Sources and Information Needs
4. Precision Searching
5. Search Tools
6. Evaluating Sources
7. Ethical Use of Sources
8. How to Cite Sources
9. Making an Argument
10. Writing Tips
11. Copyright Basics
12. Fair Use
13. Roles of Research Sources

Ancillary Material

About the book.

Choosing & Using Sources presents a process for academic research and writing, from formulating your research question to selecting good information and using it effectively in your research assignments. Additional chapters cover understanding types of sources, searching for information, and avoiding plagiarism. Each chapter includes self-quizzes and activities to reinforce core concepts and help you apply them. There are also appendices for quick reference on search tools, copyright basics, and fair use.

What experts are saying about Choosing & Using Sources: A Guide to Academic Research :

“…a really fantastic contribution that offers a much needed broadened perspective on the process of research, and is packed to the brim with all kinds of resources and advice on how to effectively use them. The chapter on plagiarism is really excellent, and the chapter on searching for sources is utterly brilliant.”

– Chris Manion, PhD Coordinator of Writing Across the Curriculum at Ohio State University

“… an excellent resource for students, with engaging content, graphics, and examples—very compelling. The coverage of copyright is outstanding.”

– J. Craig Gibson Co-chair of ACRL's Task Force on Information Literacy Competency Standards for Higher Education

About the Contributors

Cheryl Lowry , training and education specialist, Ohio State University Libraries.

Contribute to this Page

Research Paper: A step-by-step guide: 4. Appropriate Sources

1. Getting Started
2. Topic Ideas
3. Thesis Statement & Outline
4. Appropriate Sources
5. Search Techniques
6. Taking Notes & Documenting Sources
7. Evaluating Sources
8. Citations & Plagiarism
9. Writing Your Research Paper

What Source Should You Use?

What type of information do you need.

The type of sources you might need for your research will depend on the type of research you are conducting. Familiarizing yourself with various types of sources will help you with both your current paper and future research. Below you will find a quick overview of common types of resources that will help you navigate how best to choose sources for your research.

Broad categories of information and where you can find them can be broken down into the following areas:

Background or introductory information - dictionaries or encyclopedias as found in Gale eBooks
General information - history or overview - try books from the library catalog
News and current events - newspapers and current periodicals - try NewsBank or the New York Times
Scholarly information - scholarly journal articles in databases
Discipline specific information - discipline specific databases

Scholarly Resources

Scholarly resources (sometimes called academic resources) have the following qualities:

Written by experts with credentials or affiliations (PhD, M.D.)
Written for other experts - each work is a voice in an ongoing conversation
Scholarly language - technical, discipline specific vocabulary
Verifiable and reliable evidence - look for citations
Peer reviewed - editorial process where other experts review and assess information

Peer review is an important process in scholarly communication. The process of peer review is supposed to ensure that corrections are made to an article before publication, holding the article's content to a higher standard.

Scholarly journals are the main publication format for scholarly research. Most scholarly journals are available for students online and are accessible through library databases. Find out more about library databases below.

Primary, Secondary, and Tertiary Resources

Sometimes you will be asked to find resources categorized as primary, secondary, or tertiary resources. For historical research, the library has an excellent guide, Understanding Historical Sources , breaking down these types of resources and where you can find them.

It should be noted that a primary source in the scientific disciplines looks a little different than a primary historical source. Put simply, a primary source in the sciences would be the original research, data, or material that forms the basis for other research. For example, the first time research about a new scientific discovery is published would be the primary source. A paper that analyzes or interprets the original research would be a secondary source. A tertiary source would collect and summarize the information from both the primary and secondary sources.

Choosing a Resource

The library has many way to help you narrow down what source to use for your research.

Contact a librarian by email at [email protected]
Get individualized help from a subject librarian
Check out our list of subject research guides
Watch a video tutorial on one of our specific databases

Choosing the Best Database for Your Project

You will learn about search techniques in a later step of the research process. But for now you can watch a quick video that will help you determine how to choose the best database for your project .

<< Previous: 3. Thesis Statement & Outline
Next: 5. Search Techniques >>
Last Updated: Apr 18, 2023 12:12 PM
URL: https://butte.libguides.com/ResearchPaper

Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Types of Sources

Welcome to the Purdue OWL

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Copyright ©1995-2018 by The Writing Lab & The OWL at Purdue and Purdue University. All rights reserved. This material may not be published, reproduced, broadcast, rewritten, or redistributed without permission. Use of this site constitutes acceptance of our terms and conditions of fair use.

We live in an age overflowing with sources of information. With so many information sources at our fingertips, knowing where to start, sorting through it all and finding what we want can be overwhelming! This handout provides answers to the following research-related questions: Where do I begin? Where should I look for information? What types of sources are available?

This section lists the types of sources most frequently used in academic research and describes the sort of information that each commonly offers.

Print Sources

Books and Textbooks: Odds are that at least one book has been written about virtually any research topic you can imagine (and if not, your research could represent the first steps toward a best-selling publication that addresses the gap!). Because of the time it takes to publish a book, books usually contain more dated information than will be found in journals and newspapers. However, because they are usually much longer, they can often cover topics in greater depth than more up-to-date sources.

Newspapers: Newspapers contain very up-to-date information by covering the latest events and trends. Newspapers publish both factual information and opinion-based articles. However, due to journalistic standards of objectivity, news reporting will not always take a “big picture” approach or contain information about larger trends, instead opting to focus mainly on the facts relevant to the specifics of the story. This is exacerbated by the rapid publication cycles most newspapers undergo: new editions must come out frequently, so long, in-depth investigations tend to be rarer than simple fact-reporting pieces.

Academic and Trade Journals: Academic and trade journals contain the most up-to-date information and research in industry, business, and academia. Journal articles come in several forms, including literature reviews that overview current and past research, articles on theories and history, and articles on specific processes or research. While a well-regarded journal represents the cutting-edge knowledge of experts in a particular field, journal articles can often be difficult for non-experts to read, as they tend to incorporate lots of technical jargon and are not written to be engaging or entertaining.

Government Reports and Legal Documents: The government regularly releases information intended for internal and/or public use. These types of documents can be excellent sources of information due to their regularity, dependability, and thoroughness. An example of a government report would be any of the reports the U.S. Census Bureau publishes from census data. Note that most government reports and legal documents can now be accessed online.

Press Releases and Advertising: Companies and special interest groups produce texts to help persuade readers to act in some way or inform the public about some new development. While the information they provide can be accurate, approach them with caution, as these texts' publishers may have vested interests in highlighting particular facts or viewpoints.

Flyers, Pamphlets, Leaflets: While some flyers or pamphlets are created by reputable sources, because of the ease with which they can be created, many less-than-reputable sources also produce these. Pamphlets and leaflets can be useful for quick reference or very general information, but beware of pamphlets that spread propaganda or misleading information.

Digital and Electronic Sources

Multimedia: Printed material is certainly not the only option for finding research. You might also consider using sources such as radio and television broadcasts, interactive talks, and recorded public meetings. Though we often go online to find this sort of information today, libraries and archives offer a wealth of nondigitized media or media that is not available online.

Websites: Most of the information on the Internet is distributed via websites. Websites vary widely in terms of the quality of information they offer. For more information, visit the OWL's page on evaluating digital sources.

Blogs and personal websites: Blogs and personal sites vary widely in their validity as sources for serious research. For example, many prestigious journalists and public figures may have blogs, which may be more credible than most amateur or personal blogs. Note, however, that there are very few standards for impartiality or accuracy when it comes to what can be published on personal sites.

Social media pages and message boards: These types of sources exist for all kinds of disciplines, both in and outside of the university. Some may be useful, depending on the topic you are studying, but, just like personal websites, the information found on social media or message boards is not always credible.

How To Write A Research Paper

Find Sources For A Research Paper

How to Find Sources For a Research Paper | A Guide

10 min read

Published on: Mar 26, 2024

Last updated on: Mar 25, 2024

How to find sources for a research paper

Step 1: Define Your Topic and Research Questions

Before you venture into your quest for sources, it's essential to have a clear understanding of your research topic and the specific questions you aim to address. Define the scope of your paper and identify keywords and key concepts that will guide your search for relevant sources.

Step 2: Utilize Academic Databases

Academic databases are treasure troves of scholarly articles, research papers, and academic journals covering a wide range of subjects. Institutions often provide access to these databases through their libraries. Some popular academic databases include:

IEEE Xplore
Google Scholar

These databases allow you to search for peer-reviewed articles and academic papers related to your topic.

Use advanced search features to narrow down your results based on publication date, author, and keywords .

Academic Resources Classified by Discipline

Here's a breakdown of prominent databases categorized by academic discipline:

Step 3: Explore Library Catalogs

Your university or local library's catalog is another valuable resource for finding sources. Library catalogs contain books, periodicals, and other materials that may not be available online.

Use the catalog's search function to locate relevant books, journals, and other materials that can contribute to your research.

Step 4: Consult Bibliographies and References

When you find a relevant source, take note of its bibliography or make a list of sources for the research paper. These lists often contain citations to other works that may be useful for your research.

By exploring the references cited in a particular source, you can uncover additional resources and expand your understanding of the topic.

Step 5: Boolean Operators for Effective Searches

Boolean operators are words or symbols used to refine search queries by defining the relationships between search terms. The three primary operators include "AND," which narrows searches by requiring all terms to be present; "OR," which broadens searches by including either term or both; and "NOT," which excludes specific terms to refine results further.

Most databases provide advanced search features for seamless application of Boolean logic.

Step 6: Consider Primary Sources

Depending on your research topic, primary sources such as interviews, surveys, archival documents, and original data sets can provide valuable insights and support for your arguments.

Primary sources offer firsthand accounts and original perspectives on historical events, social phenomena, and scientific discoveries.

Step 7: Evaluate the Credibility of Sources

Not all sources are created equal, and it's crucial to evaluate the credibility and reliability of the information you encounter.

Consider the author's credentials, the publication venue, and whether the source is peer-reviewed. Look for evidence of bias or conflicts of interest that may undermine the source's credibility.

Step 8: Keep Track of Your Sources

As you gather sources for your research paper, maintain a systematic record of the materials you consult. Keep track of bibliographic information, including author names, publication dates, titles, and page numbers . This information will be invaluable when citing your sources and creating a bibliography or works cited page.

Other Online Sources

In addition to academic databases and library catalogs, exploring popular online sources can provide valuable insights and perspectives on your research topic. Here are some types of online sources you can consider:

Websites hosted by reputable organizations, institutions, and experts (such as the New York Times) can offer valuable information and analysis on a wide range of topics. Look for websites belonging to universities, research institutions, government agencies, and established non-profit organizations.

Crowdsourced Encyclopedias like Wikipedia

While Wikipedia can provide a broad overview of a topic and lead you to other sources, it's essential to verify the information found there with more authoritative sources.

Use Wikipedia as a starting point for your research, but rely on peer-reviewed journal articles and academic sources for in-depth analysis and evidence.

Tips for Assessing the Credibility of Online Sources

When using online sources, it's important to exercise caution and critically evaluate the credibility and reliability of the information you find. Here are some tips for assessing the credibility of online sources:

Check the Domain Extension: Look for websites with domain extensions that indicate credibility. URLs ending in .edu are educational resources, while URLs ending in .gov are government-related resources. These sites often provide reliable and authoritative information.
Look for DOIs (Digital Object Identifiers): DOIs are unique alphanumeric strings assigned to scholarly articles and indicate that the article has been published in a peer-reviewed, scientific journal. Finding a DOI can help you assess the scholarly rigor of the source.
Evaluate the Authorship and Credentials: Consider the qualifications and expertise of the author or organization behind the website or blog. Look for information about the author's credentials, affiliations, and expertise in the subject matter.
Consider the Currency and Relevance: Assess how up-to-date the information is and whether it aligns with the scope and focus of your research. Look for recent publications and timely analyses that reflect current trends and developments in the field.

Wrapping it up!

Finding sources for your research paper may seem like a challenge, but by following these steps, you can locate credible sources to support your arguments and enhance the quality of your paper.

By approaching the research process systematically and critically evaluating the information you encounter, you can produce a well-researched and compelling research paper.

If you are struggling with finding credible sources or have time constraints, do not hesitate to seek writing help for your research papers . CollegeEssay.org has professional writers ready to assist you.

Connect with our essay writing service now and receive expert guidance and support to elevate your research paper to the next level.

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Tips for Online Students , Tips for Students

The Ultimate Student Guide To Finding Credible Sources

Updated: January 24, 2023

Published: January 1, 2020

The-Ultimate-Student-Guide-to-Finding-Credible-Sources

When it comes to writing a research paper, it’s crucial that you use credible sources to make sure that the information you are stating is actually true. Knowing the difference between credible sources and unreliable sources doesn’t always come so easily with endless information flooding the internet. Thankfully, there are some simple tips that you can use to ensure that you are always using credible sources for research.

What is a Research Paper?

A research paper is a piece of academic writing that uses original research on a specific topic. There are many different types of research papers, ranging from a high school term paper to a master’s thesis or doctoral dissertation.

Books and a pair of glasses that belong to a student

Photo by Wallace Chuck from Pexels

How to start a search for sources, 1. start simple.

If you’re wondering how to find sources for a research paper, the easiest and best way to start is simple! Just try browsing through some common search engines to see what you find.

2. Cross Wikipedia off

Wikipedia, although it’s a massive pool of information, should always be avoided when writing a research paper since it allows the public to edit information. Sites such as these often run the risk of lacking accuracy, and is not one of the most credible sources for research.

3. Yes to scholarly databases

Scholarly databases are your best friend when it comes to finding credible sources for research. Online scholarly databases that can be trusted and are known to provide useful information for students include LexisNexis and EBSCO.

4. Newspapers and magazines

Although sometimes biased, newspapers and magazines can also be a great place to find information about current events.

5. The library

While the library seems to be the most obvious place to find information, somehow it’s often forgotten when it comes to research in the modern age. Don’t forget how useful it can truly be!

Types of Credible Sources for Research

1. what are some credible websites.

Many online sources do not necessarily contain information that is correct or has been checked. That’s why it’s of utmost importance to make sure that you’re using the right websites for your research, with government and educational websites generally being the most reliable.

Credible sources for research include: science.gov, The World Factbook, US Census Bureau, UK Statistics, and Encyclopedia Britannica.

2. What are some credible journal articles?

When it comes to journal articles, determining how credible they are comes much easier than other sources. This is generally due to the fact that many of these websites will include valuable information such as how many times the article has been cited, and if its been peer reviewed.

Some great examples of reliable websites for journal articles include Google Scholar, Oxford Academic, Microsoft Academic, Cornell University Library, and SAGE Publishing.

If you are ever not sure how to find credible sources, then there’s the CRAAP test, which takes into account the Currency, Relevance, Authority, Accuracy and Purpose of the article. Take all of these factors into consideration before using a source and determining whether or not it’s credible enough. Even if it takes more time, you’ll be saving yourself tons of time in the long run by not using unreliable sources.

A group of college students working together to find credible sources for their research

Photo by Canva Studio from Pexels

3. what are some credible news sources.

When it comes to news articles, more caution must be taken since it’s hard to know which sources are truly reliable and unbiased. The CRAAP test is also useful in this type of article for research.

A few examples of credible news sources include The New York Times, Bloomberg, and The Washington Post.

The Credibility of a Source

As you search for your research information, you will surely come across the question of how to find credible sources for a research paper. Here are some criteria to focus on to ensure that you only use the most credible of sources.

1. What’s the depth of it?

Always look at the depth of an article, not just the written content. See how long the article is, and if it contains the necessary information such as an abstract, a reference list, and documented data.

2. Who is reading it?

When judging the credibility of an article, it’s important to always ask yourself who the target audience of the article is. Sometimes, sources have a specific goal in mind and it can create certain biases.

3. What’s the goal?

Just as you should do with the audience, also ask yourself what the article is trying to achieve. What is their ultimate goal and how are they persuading you of that?

4. Who wrote it?

Always ask yourself who wrote the article and how reputable they are in the specific field. Look at what other published works they have as well.

5. Can it be trusted?

Overall, it’s key to ask yourself how reputable the source is. What kind of website is it published on? Look at the big picture.

6. Is it relevant to now?

Look at the date of the article, or about the specific things they are mentioning in the article. If it’s from a few years ago, it’s probably not too relevant to your current research.

7. Can it be proven?

While an article may sound incredibly convincing, many people have a way with words and persuasion. Stop and ask yourself whether or not what they are claiming can actually be proven.

A master’s student questioning the credibility of the sources she’s found

Photo by bruce mars from Pexels

How to evaluate source credibility.

By using unreliable sources in your research, it can discredit your status, which is why it’s incredibly important to make sure that any information you are using is up-to-date and accurate.

Here’s how to find credible sources.

1. What is a credible source?

Generally, materials that have been published within the past 10 years are considered to be credible sources for research. Another important factor to consider is the author — if they are well known and respected in their specific fields, that’s also generally a sign that the article is credible. Educational and government-run websites (.gov, .edu) tend to also be a safe source to use, as well as academic databases. Google Scholar is also a no-fail source for reliable information.

2. What is a potentially unreliable source?

Anything that is out of date, meaning it’s been published more than 10 years ago should be avoided. Materials published on social media platforms such as Facebook or personal blogs don’t tend to be the most credible. Always make sure that an article contains proper citations and that the website you are using ends in .com or .org.

Free Resources For Learning

There are many free resources for research available known as open educational resources . They are licensed for free use, with the intention of teaching. They can be determined as credible sources for research if they have a Creative Common license, and if the author has proven to be an expert in their field. Always make sure that the content you are using contains no biases.

Sites For Scholarly Research

When performing scholarly research, it’s extra important to make sure that your sources are credible. Government-run research is considered credible, but beware of any political sites. University and educational websites also tend to be reliable, but still take everything you read with a grain of salt. Company websites also tend to be reliable, although their ultimate goal is usually to promote a product. Organizations which are .org websites can be professional and reliable, however, sometimes they also have their own interests.

Which Sites Can Be Relied On

The internet has no shortage of information out there. That’s why you’ll need these handy tips to determine which to use, and how to distinguish through the vast choices without feeling overwhelmed.

List of Credible Research Sources to Consider

1. government entities.

These websites tend to be reliable since they are highly regulated. Examples include the CIA World Factbook and the United States Justice Statistics.

2. Research Think Tanks

Examples of reliable research think tanks include Rand Corporation, Pew Research Center and The Milken Institute.

3. Academic Libraries and Databases

ProQuest, Scopus, and Jstor are great examples of academic libraries and databases that can be trusted.

4. Professional Standards Organizations

The American Bar Association and The American Psychological Association (APA) are highly credible sources when it comes to professional standards.

How to Write a Research Paper: Step-by-Step

Now that you’re an expert on finding credible sources for research, you’re ready to go! But how do you even start to write a research paper? Don’t worry, we’ve got you covered.

For starters, it’s important to get clear instructions from your professor on what they want. The next step is to start brainstorming ideas for a topic of research. Once you’ve decided and feel confident about it, you’re ready to create your outline and plan out the goal of your research paper.

Befriend your librarian and start to search for quality and credible sources through a variety of means. Make sure you understand your topic from top to bottom before you start writing. As you write, be sure to always keep things factual, and that you finalize your thesis statement throughout your paper — not just at the end. That’s what’s going to guide your writing. Be sure to always keep format in mind, never forget to cite your sources, and to never skip those edits and final checks.

Now you are ready to write a high-quality, fact-driven research paper that’s sure to impress your professors.

Cleveland State University

Search this site

Reading sources for your research paper.

Beginning a research paper can be overwhelming unless you know how to set goals for yourself when you read. Think of gathering sources as a triangle where the top are the 5-6 excellent sources:

5-6 excellent sources -read 10-12 good ones-skim 20-30 available sources-find 40 titles in databases-begin with

For a research paper of about 7-10 pages, you should think of gathering 40 titles exactly on your subject from a variety of places (see below). But only 20-30 will be available to you (some will be missing, others dont arrive in time from interlibrary loan, others are misleading and dont relate to your subject at all). When you do find what is available, then skim these sources and make a quick decision: yes or no? Those that look good (that answer your research question) you save. Pitch those that dont address your specific question. Finally, we come to READING. Save your precious time only for those 5-6 BEST sources; those are the ones you want for quotes and paraphrases in your eventual draft.

VARIETY OF SOURCES

Most students need a variety of sourcesnot just books or journal articles or web sites. Think of checking out the following sources for your paper:

books, chapters in books (books are often easier to read than journals)

journal articles

magazine articles

newspaper articles

Internet Web sites

You find these sources through INDEXES, either on the computer or in the library reserve section. An index is a collection of whats been written in a particular area for a particular year. At CSU, you can access these indexes through the library web site using the following steps:

find the CSU web site www.csuohio.edu

go to the libraries page: Michael Schwartz Library ( http://library.csuohio.edu/) Law Library ( https://www.law.csuohio.edu/lawlibrary/ )

click on Indexes and Abstracts

you can search by Title and Subjec t

the most general index is Periodical Abstracts good for quick info but not always scholarly

check a number of databases until your subject comes up easily dont get discouraged no one knows all these databases or how they work, just keep at it for about 1-2 hours.

be VERY VERY selective about the titles you pick aim for 40 on your subject. The databases can bring up thousands of hitsbe very selective.

CHECKING AVAILABILITY

Once you have a working title list, make another separate trip to the library for the next stepthis stuff can be very tedious and your short term memory tires quickly so its better to make separate trips of only 2 hours maximum.

Now you have to find your sources. If you go into OhioLink, you can check whether CSU owns it or not. If we do, you can find the source yourself in the library. If not, you have 2 choices. If another OhioLink school owns it, make your request through OhioLink. If no school owns it, you have to go through Interlibrary Loan. You find their web site on the main page of the Library web page. In either case, you dont have to leave your chair to order your sources. Just remember: OhioLink will NOT call you to tell you your books have arrived. You have to check the SCHOLAR page under "View Your Own Record" to see the status of your order. It takes about a week for most books to come in through OhioLink; Interlibrary Loan can take longer.

ANNOTATING AND NOTETAKING

For sources youve skimmed, make up annotating cards as follows:

Goleman, Daniel. Emotional Intelligence. New York: Bantam, 1995. ---looks great for my subject, especially Chap. 9 on marriage

The card has the usual bibliographical information and a quick note to remind yourself about what you wanted to read.

Another set of cardsnotecardscan be used for your quotes and paraphrases. The 2 cardsannotating and notetaking cardsmake writing easier because your cards can be indexed according to subjects. See the example below:

Goleman success in marriage (my subject) 143successful couples "show each other that they are being listened to. Since feeling is often exactly what the aggrieved partner is really after, emotionally an act of empathy is a masterly tension reducer."

Writers often keep 2 sets of cards so they can use their research easily in different projects.

If you have any questions, call the Writing Center at ext. 6981.

Return to WAC index

Reference management. Clean and simple.

The top list of academic search engines

1. Google Scholar

4. science.gov, 5. semantic scholar, 6. baidu scholar, get the most out of academic search engines, frequently asked questions about academic search engines, related articles.

Academic search engines have become the number one resource to turn to in order to find research papers and other scholarly sources. While classic academic databases like Web of Science and Scopus are locked behind paywalls, Google Scholar and others can be accessed free of charge. In order to help you get your research done fast, we have compiled the top list of free academic search engines.

Google Scholar is the clear number one when it comes to academic search engines. It's the power of Google searches applied to research papers and patents. It not only lets you find research papers for all academic disciplines for free but also often provides links to full-text PDF files.

Coverage: approx. 200 million articles
Abstracts: only a snippet of the abstract is available
Related articles: ✔
References: ✔
Cited by: ✔
Links to full text: ✔
Export formats: APA, MLA, Chicago, Harvard, Vancouver, RIS, BibTeX

BASE is hosted at Bielefeld University in Germany. That is also where its name stems from (Bielefeld Academic Search Engine).

Coverage: approx. 136 million articles (contains duplicates)
Abstracts: ✔
Related articles: ✘
References: ✘
Cited by: ✘
Export formats: RIS, BibTeX

Search interface of Bielefeld Academic Search Engine aka BASE

CORE is an academic search engine dedicated to open-access research papers. For each search result, a link to the full-text PDF or full-text web page is provided.

Coverage: approx. 136 million articles
Links to full text: ✔ (all articles in CORE are open access)
Export formats: BibTeX

Search interface of the CORE academic search engine

Science.gov is a fantastic resource as it bundles and offers free access to search results from more than 15 U.S. federal agencies. There is no need anymore to query all those resources separately!

Coverage: approx. 200 million articles and reports
Links to full text: ✔ (available for some databases)
Export formats: APA, MLA, RIS, BibTeX (available for some databases)

Semantic Scholar is the new kid on the block. Its mission is to provide more relevant and impactful search results using AI-powered algorithms that find hidden connections and links between research topics.

Coverage: approx. 40 million articles
Export formats: APA, MLA, Chicago, BibTeX

Although Baidu Scholar's interface is in Chinese, its index contains research papers in English as well as Chinese.

Coverage: no detailed statistics available, approx. 100 million articles
Abstracts: only snippets of the abstract are available
Export formats: APA, MLA, RIS, BibTeX

RefSeek searches more than one billion documents from academic and organizational websites. Its clean interface makes it especially easy to use for students and new researchers.

Coverage: no detailed statistics available, approx. 1 billion documents
Abstracts: only snippets of the article are available
Export formats: not available

Consider using a reference manager like Paperpile to save, organize, and cite your references. Paperpile integrates with Google Scholar and many popular databases, so you can save references and PDFs directly to your library using the Paperpile buttons:

Google Scholar is an academic search engine, and it is the clear number one when it comes to academic search engines. It's the power of Google searches applied to research papers and patents. It not only let's you find research papers for all academic disciplines for free, but also often provides links to full text PDF file.

Semantic Scholar is a free, AI-powered research tool for scientific literature developed at the Allen Institute for AI. Sematic Scholar was publicly released in 2015 and uses advances in natural language processing to provide summaries for scholarly papers.

BASE , as its name suggest is an academic search engine. It is hosted at Bielefeld University in Germany and that's where it name stems from (Bielefeld Academic Search Engine).

CORE is an academic search engine dedicated to open access research papers. For each search result a link to the full text PDF or full text web page is provided.

Science.gov is a fantastic resource as it bundles and offers free access to search results from more than 15 U.S. federal agencies. There is no need any more to query all those resources separately!

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Open access
Published: 25 March 2024

The evolutionary drivers and correlates of viral host jumps

Cedric C. S. Tan ORCID: orcid.org/0000-0003-3536-8465 1 , 2 ,
Lucy van Dorp ORCID: orcid.org/0000-0002-6211-2310 1 na1 &
Francois Balloux ORCID: orcid.org/0000-0003-1978-7715 1 na1

Nature Ecology & Evolution ( 2024 ) Cite this article

10k Accesses

2397 Altmetric

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Molecular evolution
Viral evolution

Most emerging and re-emerging infectious diseases stem from viruses that naturally circulate in non-human vertebrates. When these viruses cross over into humans, they can cause disease outbreaks, epidemics and pandemics. While zoonotic host jumps have been extensively studied from an ecological perspective, little attention has gone into characterizing the evolutionary drivers and correlates underlying these events. To address this gap, we harnessed the entirety of publicly available viral genomic data, employing a comprehensive suite of network and phylogenetic analyses to investigate the evolutionary mechanisms underpinning recent viral host jumps. Surprisingly, we find that humans are as much a source as a sink for viral spillover events, insofar as we infer more viral host jumps from humans to other animals than from animals to humans. Moreover, we demonstrate heightened evolution in viral lineages that involve putative host jumps. We further observe that the extent of adaptation associated with a host jump is lower for viruses with broader host ranges. Finally, we show that the genomic targets of natural selection associated with host jumps vary across different viral families, with either structural or auxiliary genes being the prime targets of selection. Collectively, our results illuminate some of the evolutionary drivers underlying viral host jumps that may contribute to mitigating viral threats across species boundaries.

Complexity of avian evolution revealed by family-level genomes

Josefin Stiller, Shaohong Feng, … Guojie Zhang

Ecological countermeasures to prevent pathogen spillover and subsequent pandemics

Raina K. Plowright, Aliyu N. Ahmed, … Annika T. H. Keeley

Population genomics of the Viking world

Ashot Margaryan, Daniel J. Lawson, … Eske Willerslev

The majority of emerging and re-emerging infectious diseases in humans are caused by viruses that have jumped from wild and domestic animal populations into humans (that is, zoonoses) 1 . Zoonotic viruses have caused countless disease outbreaks ranging from isolated cases to pandemics and have taken a major toll on human health throughout history. There is a pressing need to develop better approaches to pre-empt the emergence of viral infectious diseases and mitigate their effects. As such, there is an immense interest in understanding the correlates and mechanisms of zoonotic host jumps 1 , 2 , 3 , 4 , 5 , 6 , 7 , 8 , 9 , 10 .

Most studies thus far have primarily investigated the ecological and phenotypic risk factors contributing to viral host range through the use of host–virus association databases constructed mainly on the basis of systematic literature reviews and online compendiums, including VIRION 11 and CLOVER 12 . For example, ‘generalist’ viruses that can infect a broader range of hosts have typically been shown to be associated with greater zoonotic potential 2 , 3 , 5 . In addition, factors such as increasing human population density 1 , alterations in human-related land use 4 , ability to replicate in the cytoplasm or being vector-borne 3 are positively associated with zoonotic risk. However, despite global efforts to understand how viral infectious diseases emerge as a result of host jumps, our current understanding remains insufficient to effectively predict, prevent and manage imminent and future infectious disease threats. This may partly stem from the lack of integration of genomics into these ecological and phenotypic analyses.

One challenge for predicting viral disease emergence is that only a small fraction of the viral diversity circulating in wild and domestic vertebrates has been characterized so far. Due to resource and logistical constraints, surveillance studies of novel pathogens in animals often have sparse geographical and/or temporal coverage 13 , 14 and focus on selected host and pathogen taxa. Further, many of these studies do not perform downstream characterization of the novel viruses recovered and may lack sensitivity due to the use of PCR pre-screening to prioritize samples for sequencing 15 . As such, our knowledge of which viruses can, or are likely to emerge and in which settings, is poor. In addition, while genomic analyses are important for investigating the drivers of viral host jumps 16 , most studies do not incorporate genomic data into their analyses. Those that did have mostly focused on measures of host 2 or viral 3 diversity as predictors of zoonotic risk. As such, despite the limited characterization of global viral diversity thus far, existing genomic databases remain a rich, largely untapped resource to better understand the evolutionary processes surrounding viral host jumps.

Further, humans are just one node in a large and complex network of hosts in which viruses are endlessly exchanged, with viral zoonoses representing probably only rare outcomes of this wider ecological network. While research efforts have rightfully focused on zoonoses, viral host jumps between non-human animals remain relatively understudied. Another important process that has received less attention is human-to-animal (that is, anthroponotic) spillover, which may impede biodiversity conservation efforts and could also negatively impact food security. For example, human-sourced metapneumovirus has caused fatal respiratory outbreaks in captive chimpanzees 17 . Anthroponotic events may also lead to the establishment of wild animal reservoirs that may reseed infections in the human population, potentially following the acquisition of animal-specific adaptations that could increase the transmissibility or pathogenicity of a virus in humans 13 . Uncovering the broader evolutionary processes surrounding host jumps across vertebrate species may therefore enhance our ability to pre-empt and mitigate the effects of infectious diseases on both human and animal health.

A major challenge for understanding macroevolutionary processes through large-scale genomic analyses is the traditional reliance on physical and biological properties of viruses to define viral taxa, which is largely a vestige of the pre-genomic era 18 . As a result, taxon names may not always accurately reflect the evolutionary relatedness of viruses, precluding robust comparative analyses involving diverse viral taxa. Notably, the International Committee on Taxonomy of Viruses (ICTV) has been strongly advocating for taxon names to also reflect the evolutionary history of viruses 18 , 19 . However, the increasing use of metagenomic sequencing technologies has resulted in a large influx of newly discovered viruses that have not yet been incorporated into the ICTV taxonomy. Furthermore, it remains challenging to formally assess genetic relatedness through multiple sequence alignments of thousands of sequences comprising diverse viral taxa, particularly for those that experience a high frequency of recombination or reassortment.

In this study, we leverage the ~12 million viral sequences and associated host metadata hosted on NCBI to assess the current state of global viral genomic surveillance. We additionally analyse ~59,000 viral sequences isolated from various vertebrate hosts using a bespoke approach that is agnostic to viral taxonomy to understand the evolutionary processes surrounding host jumps. We ascertain overall trends in the directionality of viral host jumps between human and non-human vertebrates and quantify the amount of detectable adaptation associated with putative host jumps. Finally, we examine, for a subset of viruses, signatures of adaptive evolution detected in specific categories of viral proteins associated with facilitating or sustaining host jumps. Together, we provide a comprehensive assessment of potential genomic correlates underpinning host jumps in viruses across humans and other non-human vertebrates.

An incomplete picture of global vertebrate viral diversity

Global genomic surveillance of viruses from different hosts is key to preparing for emerging and re-emerging infectious diseases in humans and animals 13 , 16 . To identify the scope of viral genomic data collected thus far, we downloaded the metadata of all viral sequences hosted on NCBI Virus ( n = 11,645,803; accessed 22 July 2023; Supplementary Data 1 ). Most (68%) of these sequences were associated with SARS-CoV-2, reflecting the intense sequencing efforts during the COVID-19 pandemic. In addition, of these sequences, 93.6%, 3.3%, 1.5%, 1.1% and 0.6% were of viruses with single-stranded (ss)RNA, double-stranded (ds)DNA, dsRNA, ssDNA and unspecified genome compositions, respectively. The dominance of ssRNA viruses is not entirely explained by the high number of SARS-CoV-2 genomes, as ssRNA viruses still represent 80% of all viral genomes if SARS-CoV-2 is discounted.

Vertebrate-associated viral sequences represent 93% of this dataset, of which 93% were human associated. The next four most-sequenced viruses are associated with domestic animals ( Sus , Gallus , Bos and Anas ) and, after excluding SARS-CoV-2, represent 15% of vertebrate viral sequences, while viruses isolated from the remaining vertebrate genera occupy a mere 9% (Fig. 1a and Extended Data Fig. 1a ), highlighting the human-centric nature of viral genomic surveillance. Further, only a limited number of non-human vertebrate families have at least ten associated viral genome sequences deposited (Fig. 1b ), reinforcing the fact that a substantial proportion of viral diversity in vertebrates remains uncharacterized. Viral sequences obtained from non-human vertebrates thus far also display a strong geographic bias, with most samples collected from the United States of America and China, whereas countries in Africa, Central Asia, South America and Eastern Europe are highly underrepresented (Fig. 1c ). This geographical bias varies among the four most-sequenced non-human host genera Sus , Gallus , Anas and Bos (Extended Data Fig. 1b ). Finally, the user-submitted host metadata associated with viral sequences, which is key to understanding global trends in the evolution and spread of viruses in wildlife, remains poor, with 45% and 37% of non-human viral sequences having no associated host information provided at the genus level, or sample collection year, respectively. The proportion of missing metadata also varies extensively between viral families and between countries (Extended Data Fig. 2 ). Overall, these results highlight the massive gaps in the genomic surveillance of viruses in wildlife globally and the need for more conscientious reporting of sample metadata.

a , Proportion of non-SARS-CoV-2, vertebrate-associated viral sequences deposited in public sequence databases ( n = 2,874,732), stratified by host. Viral sequences associated with humans and the next four most-sampled vertebrate hosts are shown. Sequences with no host metadata resolved at the genus level are denoted as ‘missing’. b , Proportion of host families represented by at least 10 associated viral sequences for the five major vertebrate host groups. c , Global heat map of sequencing effort, generated from all viral sequences deposited in public sequence databases that are not associated with human hosts ( n = 1,599,672). d , Number of vertebrate viral species on NCBI Virus used for the genomic analyses in this study, stratified by viral family. The 32 vertebrate-associated viral families considered in this study are shown and the remaining 21 families that were not considered are denoted as ‘others’.

Humans give more viruses to animals than they do to us

To investigate the relative frequency of anthroponotic and zoonotic host jumps, we retrieved 58,657 quality-controlled viral genomes spanning 32 viral families, associated with 62 vertebrate host orders and representing 24% of all vertebrate viral species on NCBI Virus ( https://www.ncbi.nlm.nih.gov/labs/virus/vssi/#/ ) (Fig. 1d ). We found that the user-submitted species identifiers of these viral genomes are poorly ascribed, with only 37% of species names consistent with those in the ICTV viral taxonomy 20 . In addition, the genetic diversity represented by different viral species is highly variable since they are conventionally defined on the basis of the genetic, phenotypic and ecological attributes of viruses 18 . Thus, we implemented a species-agnostic approach based on network theory to define ‘viral cliques’ that represent discrete taxonomic units with similar degrees of genetic diversity, similar to the concept of operational taxonomic units 21 (Fig. 2a and Methods ). A similar approach was previously shown to effectively partition the genomic diversity of plasmids in a biologically relevant manner 22 . Using this approach, we identified 5,128 viral cliques across the 32 viral families that were highly concordant with ICTV-defined species (median adjusted Rand index, ARI = 83%; adjusted mutual information, AMI = 75%) and of which 95% were monophyletic (Fig. 2a ). Some clique assignments aggregated multiple viral species identifiers, while others disaggregated species into multiple cliques (Fig. 2b ; clique assignments for Coronaviridae illustrated in Extended Data Fig. 3 ). Despite the human-centric nature of genomic surveillance, viral cliques involving only animals represent 62% of all cliques, highlighting the extensive diversity of animal viruses in the global viral-sharing network (Extended Data Fig. 4a ).

a , Workflow for taxonomy-agnostic clique assignments. Briefly, the alignment-free Mash 53 distances between complete viral genomes in each viral family are computed and dense networks where nodes and edges representing viral genomes and the pairwise Mash distances, respectively, are constructed. From these networks, edges representing Mash distances >0.15 are removed to produce sparse networks, on which the community-detection algorithm, Infomap 54 , is applied to identify viral cliques. Concordance with the ICTV taxonomy was assessed using ARI and AMI. b , Sparse networks of representative viral cliques identified within the Coronaviridae (ssRNA), Picobirnaviridae (dsRNA), Genomoviridae (ssDNA) and Adenoviridae (dsDNA). Some viral clique assignments aggregated multiple viral species, while others disaggregated species into multiple cliques. Nodes, node shapes and edges represent individual genomes, their associated host and their pairwise Mash distances, respectively. The list of viral families considered in our analysis are shown on the bottom-left corner of each panel. Silhouettes were sourced from Flaticon.com and Adobe Stock Images ( https://stock.adobe.com ) with a standard licence.

We then identified putative host jumps within these viral cliques by producing curated whole-genome alignments to which we applied maximum-likelihood phylogenetic reconstruction. For segmented viruses, we instead used single-gene alignments as the high frequency of reassortment 23 precludes robust phylogenetic reconstruction using whole genomes. Phylogenetic trees were rooted with suitable outgroups identified using metrics of alignment-free distances (see Methods ). We subsequently reconstructed the host states of all ancestral nodes in each tree, allowing us to determine the most probable direction of a host jump for each viral sequence (approach illustrated in Fig. 3a ). To minimize the uncertainty in the ancestral reconstructions, we considered only host jumps where the likelihood of the ancestral host state was twofold higher than alternative host states (Fig. 3a and Supplementary Methods ). Varying the stringency of this likelihood threshold yielded highly consistent results (Extended Data Fig. 5a ), indicating that the inferred host jumps are robust to our choice of threshold. In total, we identified 12,676 viral lineages comprising 2,904 putative vertebrate host jumps across 174 of these viral cliques.

a , Illustration of ancestral host reconstruction approach used to infer the directionality of putative host jumps. Putative host jumps are identified if the ancestral host state has a twofold higher likelihood than alternative host states. The mutational distance (substitutions per site) represents the sum of the branch lengths between the tip sequence and the ancestral node for which the first host state transition occurred in a tip-to-root traverse. b , Number of distinct putative host jumps involving humans across all viral families considered ( n = 32). Black dots represent the observed point estimates for each type of host jump. The violin plots show the bootstrap distributions of these estimates, where the host jumps within each viral clique were resampled with replacement for 1,000 iterations. Black lines show the 95% confidence intervals associated with these bootstrap distributions. Silhouettes were sourced from Flaticon.com and Adobe Stock Images ( https://stock.adobe.com ) with a standard licence. A two-tailed paired t -test was performed to test for a difference in the zoonotic and anthroponotic bootstrap distributions.

Among the putative host jumps inferred to involve human hosts (599/2,904; 21%), we found a much higher frequency of anthroponotic compared with zoonotic host jumps (64% vs 36%, respectively; Fig. 3b ). This finding was statistically significant as assessed via a bootstrap paired t -test ( t = 227, d.f. = 999, P < 0.0001) and a permutation test ( P = 0.035; see Methods ). In addition, this result was robust to our choice of likelihood thresholds used during ancestral reconstruction (Extended Data Fig. 5b ), the tree depth at which the host jump was identified (Extended Data Fig. 5c ), and to sampling bias ( Supplementary Notes and Fig. 1 ). The highest number of anthroponotic jumps was contributed by the cliques representing SARS-CoV-2 (132/383; 34%), MERS-CoV (39/383; 10%) and influenza A (37/383; 10%). This is concordant with the repeated independent anthroponotic spillovers into farmed, captive and wild animals described for SARS-CoV-2 (refs. 13 , 24 , 25 , 26 , 27 ) and influenza A 28 , 29 . Meanwhile, there has only been circumstantial evidence for human-to-camel transmission of MERS-CoV 30 , 31 , 32 . Noting the disproportionate number of anthroponotic jumps contributed by these viral cliques, we reperformed the analysis without them and found a significantly higher frequency of anthroponotic than zoonotic jumps (53.5% vs 46.5%; bootstrap paired t -test, t = 40, d.f. = 999, P < 0.0001), suggesting that our results are not driven solely by these cliques. Further, 16/21 of the viral families were involved in more anthroponotic than zoonotic jumps (Extended Data Fig. 5d ), indicating that this finding is generalizable across most viruses. Overall, our results highlight the high but largely underappreciated frequency of anthroponotic jumps among vertebrate viruses.

Host jumps of multihost viruses require fewer adaptations

Before jumping to a new host, a virus in its natural reservoir may fortuitously acquire pre-adaptive mutations that facilitate its transition to a new host. This may be followed by the further acquisition of adaptive mutations as the virus adapts to its new host environment 16 .

For each host jump inferred, we estimated the extent of both pre-jump and post-jump adaptations through the sum of branch lengths from the observed tip to the ancestral node where the host transition occurred (Fig. 3a ). However, in practice, the degree of adaptation inferred may vary on the basis of different factors, including sampling intensity and the time interval between when the host jump occurred and when the virus was isolated from its new host. As such, for each viral clique, we considered only the minimum mutational distance associated with a host jump.

We first examined whether the minimum mutational distance associated with a host jump for each viral clique was higher than the minimum for a random selection of viral lineages not involved in host jumps (Fig. 3a and Methods ). Indeed, the minimum mutational distance for a putative host jump within each clique was significantly higher than that for non-host jumps (Fig. 4a ; two-tailed Mann–Whitney U -test, U = 6,767, P < 0.0001). Noting that both sampling intensity and the different mutation rates of viral families may confound these results, we corrected for these confounders using a logistic regression model but found a similar effect (odds ratio, OR host jump = 1.31; two-tailed Z -test for slope = 0, Z = 6.58, d.f. = 289, P < 0.0001).

a , b , Distributions (Gaussian kernel densities and boxplots) of ( a ) minimum mutational distance and ( b ) minimum dN/dS for inferred host jump events and non-host jump controls on the logarithmic scale. Differences in distributions were assessed using two-sided Mann–Whitney U -tests. c , d , Scatterplots of the ( c ) minimum mutational distance and ( d ) minimum dN/dS for host jump and non-host jumps. Lines represent univariate linear regression smooths fitted on the data. We corrected for the effects of sequencing effort and viral family membership using Poisson regression models. The parameter estimates in these Poisson models and their statistical significance, as assessed using two-tailed Z -tests, after performing these corrections are annotated. For all panels, each data point represents the minimum distance or minimum dN/dS across all host jump or randomly selected non-host jump lineages in a single clique. Boxplot elements are defined as follows: centre line, median; box limits, upper and lower quartiles; whiskers, 1.5× interquartile range.

We then considered the commonly used measure of directional selection acting on genomes, the ratio of non-synonymous mutations per non-synonymous site (dN) to the number of synonymous mutations per synonymous site (dS). Comparing the minimum dN/dS for host jumps within each clique, we observed that minimum dN/dS was also significantly higher for host jumps compared with non-host jumps (Fig. 4b ; OR host jump = 2.39; Z = 4.84, d.f. = 263, P < 0.0001). Finally, after correcting for viral clique membership, there were no significant differences in log-transformed mutational distance ( F (1,528) = 2.23, P = 0.136) or dN/dS estimates ( F (1,338) = 1.66, P = 0.198) between zoonotic and anthroponotic jumps, or between forward and reverse cross-species jumps (mutational distance: F (1,1588) = 0.538, P = 0.463; dN/dS: F (1,1168) = 0.0311, P = 0.860), indicating that there are no direction-specific biases in these measures of adaptation. Overall, these results are consistent with the hypothesized heightened selection following a change in host environment and additionally provide confidence in our ancestral-state reconstruction method for assigning host jump status.

However, the extent of adaptive change required for a viral host jump may vary. For instance, some zoonotic viruses may require minimal adaptation to infect new hosts while in other cases, more substantial genetic changes might be necessary for the virus to overcome barriers that prevent efficient infection or transmission in the new host. We therefore tested the hypothesis that the strength of selection associated with a host jump decreases for viruses that tend to have broader host ranges. To do so, we compared the minimum mutational distance between ancestral and observed host states to the number of host genera sampled for each viral clique. We found that the observed host range for each viral clique is positively associated with greater sequencing intensity (that is, the number of viral genomes in each clique; Pearson’s r = 0.486; two-tailed t -test for r = 0, t = 34.9, d.f. = 3,932, P < 0.0001), in line with the strong positive correlation between per-host viral diversity and surveillance effort reported in previous studies 2 , 3 , 8 . After correcting for both sequencing effort and viral family membership, we found that the mutational distance for host jumps tends to decrease with broader host ranges (Poisson regression, slope = −0.113; two-tailed Z -test for slope = 0, Z = −9.40, d.f. = 129, P < 0.0001). In contrast, the relationship between mutational distance and host range for viral lineages that have not experienced host jumps is only weakly positive (slope = 0.0843; Z = 7.16, d.f. = 127, P < 0.0001) (Fig. 4c ). Similarly, the minimum dN/dS for a host jump decreases more substantially for viral cliques with broader host ranges (slope = −0.427; Z = −9.18, d.f. = 116, P < 0.0001) than for non-host jump controls (slope = 0.143; Z = 3.08, d.f. = 116, P < 0.01) (Fig. 4d ). These trends in mutational distance and dN/dS were consistent when the same analysis was performed for ssDNA, dsDNA, +ssRNA and −ssRNA viruses separately (Extended Data Fig. 6 ). These results indicate that, on average, ‘generalist’ multihost viruses experience lower degrees of adaptation when jumping into new vertebrate hosts.

Host jump adaptations are gene and family specific

We next examined whether genes with different established functions displayed distinctive patterns of adaptive evolution linked to host jump events. Since gene function remains poorly characterized in the large and complex genomes of dsDNA viruses, we focused on the shorter ssRNA and ssDNA viral families. We selected for analysis the four non-segmented viral families with the greatest number of host jump lineages in our dataset: Coronaviridae (+ssRNA; n = 2,537), Rhabdoviridae (−ssRNA; n = 1,097), Paramyxoviridae (−ssRNA; n = 787) and Circoviridae (ssDNA; n = 695). For these viral families, we extracted all annotated protein-coding regions from their genomes and categorized them as either being associated with cell entry (termed ‘entry’), viral replication (‘replication-associated’) or virion formation (‘structural’), and classifying the remaining genes as ‘auxiliary’ genes.

For the Coronaviridae , Paramyxoviridae and Rhabdoviridae , the entry genes encode surface glycoproteins that could also be considered structural but were not categorized as such given their important role in mediating cell entry. The capsid gene of circoviruses, however, encodes the sole structural protein that is also the key mediator of cell entry and was therefore categorized as structural. To estimate putative signatures of adaptation in relation to lineages that have experienced host jumps for the different gene categories, we modelled the change in log 10 (dN/dS) in host jumps versus non-host jumps using a linear model, while correcting for the effects of clique membership (see Methods ). Contrary to our expectation that entry genes would generally be under the strongest adaptive pressures during a host jump, we found that the strength of adaptation signals for each gene category varied by family. Indeed, the strongest signals were observed for structural proteins in coronaviruses (effect = 0.375, two-tailed t -test for difference in parameter estimates, t = 4.35, d.f. = 10,121, P < 0.0001) and auxiliary proteins in paramyxoviruses (effect = 0.439, t = 2.15, d.f. = 4,225, P = 0.02) (Fig. 5 ). Meanwhile, no significant adaptive signals were observed in the entry genes of all families (minimum P = 0.3), except for the capsid gene in circoviruses (effect = 0.325, t = 2.68, d.f. = 1,367, P = 0.004) (Fig. 5 ). These findings suggest that selective pressures acting on viral genomes in relation to host jumps are likely to differ by gene function and viral family.

The strength of adaptation signals in genes associated with host jump and non-host jump lineages were estimated using linear models for Coronaviridae ( n = 10,129), Paramyxoviridae ( n = 4,233), Rhabdoviridae ( n = 3,321), and Circoviridae ( n = 1,373). We modelled the effects of gene type and host jump status on log(dN/dS) while correcting for viral clique membership and, for each gene type, inferred the strength of adaptive signal (denoted ‘effect’) as the difference in parameter estimates for host jumps versus non-host jumps. Points and lines represent the parameter estimates and their standard errors, respectively. Differences in parameter estimates were tested against zero using a one-tailed t -test. Subpanels for each gene type were ordered from left to right with increasing effect estimates.

Given the lack of adaptive signals in the entry proteins, we further hypothesized that within each gene, adaptative changes are likely to be localized to regions of functional importance and/or that are under relatively stronger selective pressures exerted by host immunity. To test this, we focused on the spike gene (entry) of viral cliques within the Coronaviridae since the key region involved in viral entry is well characterized (that is, the receptor-binding domain (RBD)) 33 . We found that dN/dS estimates consistent with adaptive evolution were indeed localized to the RBDs, but also to the N-terminal domains (NTD), of SARS-CoV-2 (genus Betacoronavirus ), avian infectious bronchitis virus (IBV; Gammacoronavirus ) and MERS (genus Alphacoronavirus ) (Extended Data Fig. 7 ). This is consistent with the strong immune pressures exerted on these regions of the spike protein 34 , 35 and the central role of the RBD in host-cell recognition and entry 36 , 37 , 38 . Overall, our results indicate that the extent of adaptation associated with a host jump likely varies by gene function, gene region and viral family.

The post-genomic era has opened opportunities to advance our understanding of the diversity of viruses in circulation and the macroevolutionary principles of viral host range. Leveraging ~59,000 publicly available viral sequences isolated from vertebrate hosts, we inferred that humans give more viruses to other vertebrates than they give to us across the 32 viral families we considered. We further demonstrated that host jumps are associated with heightened signals of adaptive evolution that tend to decrease in viruses with broader host ranges. This indicates that there may be a minimum mutational threshold necessary for viruses to expand their host range. Finally, we showed that adaptive evolution linked to host jumps may vary by gene function and may be localized to specific gene regions of functional importance.

To bypass the limitations of existing viral taxonomies, we used a taxonomy-agnostic approach to define roughly equivalent units of viral diversity, which formed the basis for most of the analyses presented in this study. The use of operational taxonomic units rather than traditional taxonomic species names further allowed us to perform like-for-like analyses across the entire diversity of viruses. Our approach identified cliques that were largely concordant with traditional viral species nomenclature but also highlighted inconsistencies, where in some cases, single viral species appear to form distinct taxonomic groups while other groups of species seem to form a single group solely based on their genetic relatedness (Fig. 2 and Extended Data Fig. 3 ). However, we do not claim that our approach should supersede existing taxonomic classification systems, especially since a robust and meaningful species definition requires the integration of viral properties with finer-scale evolutionary analyses that was not necessary for our purposes. Nevertheless, we anticipate that the development and use of similar network-based approaches may pave the way for the development of efficient classification frameworks that can rapidly incorporate novel, metagenomically derived viruses into existing taxonomies.

Harnessing cliques as a mechanism of identifying clusters of related viruses for phylogenetic inspection allowed us to quantify the number and sources of recent host jump events. One important caveat to this approach is that the viral cliques involved in putative host jumps represent only a fraction of the viral diversity sequenced thus far (Extended Data Fig. 4b ) and the patterns we observed may change as more viruses are discovered. However, we consistently found higher frequencies of anthroponotic than zoonotic jumps across 16 of the 21 viral families (Extended Data Fig. 5d ). Since each of these families are associated with varying viral discovery effort, the consistency of this pattern makes it highly unlikely that surveillance biases are driving the excess of anthroponotic jumps we inferred. Another caveat is that our clique assignment approach clusters viruses within ~15% sequence divergence, which limits our analyses to relatively recent host jump events. However, the limited divergence of the sequences within each clique also allowed us to produce more robust alignments and hence evolutionary inferences.

Of the 599 recent host jumps identified, 64% were inferred as anthroponotic (Fig. 3b ). While the relative importance of anthroponotic versus zoonotic events has been speculated 13 , 29 , 39 , 40 , we provide a formal evaluation of the zoonotic-to-anthroponotic ratio in vertebrates, showing that anthroponoses are equally, if not more, critical to consider than zoonoses when assessing viral spillover dynamics. It stands to reason that the substantial global human population size and ubiquitous spatial distribution position us as a major source for viral exchange. However, it is also likely that behavioural factors might amplify the risk of anthroponotic transmission, for example, through changes in land use, agricultural methods or heightened interactions between humans and wildlife 4 . Overall, our results highlight the importance of surveying and monitoring human-to-animal transmission of viruses, and its impacts on human and animal health.

We observed heightened evolution and adaptive signals in association with host jumps (Fig. 4 ). This result is largely intuitive, since a virus jumping into a new host is likely to be under different selective pressures exerted directly by the novel host environment and indirectly by changes in host-to-host transmission dynamics. The evolutionary signals we captured may include pre-requisite adaptations that enable a virus to infect the new host. In addition, they probably also represent the burst of adaptive mutations which may be acquired following a host jump, which has been demonstrated for multiple viral systems 24 , 41 , 42 , 43 . Further, these signals could potentially reflect a relaxation of previous selective pressures no longer present in the novel host. We note that these signals of heightened evolution could also, in principle, be inflated by sampling bias, where two viruses circulating in the same host are more often drawn from the same population. However, this was largely controlled for in our analysis through comparisons to representative non-host jump lineages that are expected to be affected by the same sampling bias.

We observed lower mutational and adaptive signals associated with host jumps for viruses that infect a broader range of hosts (Fig. 4c,d ). The most likely explanation for this pattern is that some viruses are intrinsically more capable of infecting a diverse range of hosts, possibly by exploiting host-cell machinery that are conserved across different hosts. For example, sarbecoviruses (the subgenus comprising SARS-CoV-2) target the ACE2 host-cell receptor, which is conserved across vertebrates 44 , 45 , and the high structural conservation of the sarbecovirus spike protein 15 may explain the observation that single mutations can enable sarbecoviruses to expand their host tropism 46 . In other words, multihost viruses may have evolved to target more conserved host machinery that reduces the mutational barrier for them to productively infect new hosts. This may provide a mechanistic explanation for previous observations that viruses with broad host range have a higher risk of emerging as zoonotic diseases 2 , 3 , 5 .

Our approach to identifying putative host jumps hinges on ancestral-state reconstruction (Fig. 3a ), which has been shown to be affected by sampling biases 47 , 48 . However, we accounted for this, at least in part, by including sequencing effort as a measure of sampling bias in our statistical models, allowing us to draw inferences that were robust to disproportionate sampling of viruses in different hosts. Our approach also does not consider the epidemiology or ecology of viral transmission, as this is largely dependent on host features such as population size, social structure and behaviour for which comprehensive datasets at this scale are not currently available. We anticipate that future datasets that integrate ecology, epidemiology and genomics may allow more granular investigations of these patterns in specific host and viral systems. In addition, the patterns we described are broad and do not capture the idiosyncrasies of individual host–pathogen associations. These include a variety of biological features— intrinsic ones, such as the molecular adaptations required for receptor binding, as well as more complex ones including cross-immunity and interference with other viral pathogens circulating in a host population.

Overall, our work highlights the large scope of genomic data in the public domain and its utility in exploring the evolutionary mechanisms of viral host jumps. However, the large gaps in the genomic surveillance of viruses thus far suggest that we have only just scratched the surface of the true viral diversity in nature. In addition, despite the strong anthropocentric bias in viral surveillance, 81% of the putative host jumps identified in this study do not involve humans, emphasizing the large underappreciated scale of the global viral-sharing network (Extended Data Fig. 8 ). Widening our field of view beyond zoonoses and investigating the flow of viruses within this larger network could yield valuable insights that may help us better prepare for and manage infectious disease emergence at the human–animal interface.

Data acquisition, curation and quality control

The metadata of all partial and complete viral genomes were downloaded from NCBI Virus ( https://www.ncbi.nlm.nih.gov/labs/virus/vssi/#/ ) on 22 July 2023, with filters excluding sequences isolated from environmental sources, lab hosts, or associated with vaccine strains or proviruses ( n = 11,645,803). Where possible, host taxa names in the metadata were resolved in accordance with the NCBI taxonomy 49 using the ‘taxizedb’ v.0.3.1 package in R. User-submitted viral species names were compared to the ICTV master species list version ‘MSL38.V2’ dated 6 July 2023.

To generate a candidate list of viral sequences for further genomic analysis, the metadata were filtered to include 53 viral families known to infect vertebrate hosts on the basis of information provided in the 2022 release of the ICTV taxonomy ( https://ictv.global/taxonomy ) 50 and with reference to that provided by ViralZone ( https://viralzone.expasy.org/ ) 51 . We then retained only sequences from viral families comprising at least 100 sequences of greater than 1,000 nt in length. Since the sequences of segmented viral families are rarely deposited as whole genomes and since the high frequency of reassortment 23 precludes robust phylogenetic reconstruction, we identified sequences for single genes conserved within each of these families for further analysis ( Arenaviridae : L segment; Birnaviridae : ORF1/RdRP/VP1/Segment B; Peribunyaviridae : L segment; Orthomyxoviridae : PB1; Picobirnaviridae : RdRP; Sedoreoviridae : VP1/Segment 1/RdRP; Spinareoviridae : Segment 1/RdRP/Lambda 3). These sequences were retrieved by applying text-based pattern matching (that is, ‘grepl’ in R) to query the GenBank sequence titles. For non-segmented genomes, we retained all non-human-associated sequences and subsampled the human-associated sequences as follows: we selected a random subsample of 1,000 SARS-CoV-2 genomes of greater than 28,000 nt from distinct countries, isolation sources and with distinct collection dates. For influenza B, we retained only human sequences with distinct country of origins, sample types and collection dates, and hosts of isolation. For other human-associated sequences, we retained viruses with distinct species, country, isolation source and collection date information. We then downloaded the final candidate list of viral sequences ( n = 92,973) using ‘ncbi-acc-download’ v.0.2.8 ( https://github.com/kblin/ncbi-acc-download ). Further quality control of the genomes downloaded was performed using ‘CheckV’ (v.1.0.1) 52 , retaining sequences with more than 95% completeness (for non-segmented viruses) and less than 5% contamination (for all sequences). This resulted in a final genomic dataset comprising 58,657 observations (Supplementary Table 1 ) composed of gene sequences for segmented viruses and complete genomes for non-segmented viruses. For simplicity, we will henceforth refer to the gene sequences and complete genomes as ‘genomes’.

Taxonomy-agnostic identification of viral cliques

To identify viral cliques, we calculated the pairwise alignment-free Mash distances of genomes within each viral family via ‘Mash’ (v.1.1) 53 with a k -mer size of 13. This k -mer size ensures that the probability of observing a k -mer by chance, given the median genome length for each clique, is less than 0.01. Given a genome length, l , alphabet, Σ = {A, T, G, C}, and the desired probability of observing a k -mer by chance, q = 0.01, this was computed using the formula described previously 53 :

We then constructed undirected graphs for each viral family with nodes and edges representing genomes and Mash distances, respectively. From these networks, we removed edges with Mash distance values greater than a certain threshold, t , before we applied the community-detection algorithm, Infomap 54 . This community-detection algorithm performs well in both large (>1,000 nodes) and small (≤1,000 nodes) undirected graphs 55 and seeks to identify subgraphs within these undirected graphs that minimize the information required to constrain the movement of a random walker 54 . We refer to the subgraphs identified through this algorithm as ‘viral cliques’. Here we forced the community-detection algorithm to identify taxonomically relevant cliques by removing edges with Mash distance values greater than t , which resulted in sparser graphs with closely related genomes (for example, from the same species) being more densely connected than more distantly related genomes (for example, different species). The value of t was selected by maximizing the proportion of monophyletic cliques identified and the concordance of the viral cliques identified with the viral species names from the NCBI taxonomy, based on the commonly used clustering performance metrics, AMI and ARI (Supplementary Fig. 2 ). These metrics were computed using the ‘AMI’ and ‘ARI’ functions in ‘Aricode’ v.1.0.2. To assess whether the viral cliques identified fulfil the species definition criterion of being monophyletic 18 , we reconstructed the phylogenies of each viral family by applying the neighbour-joining algorithm 56 implemented in the ‘Ape’ v.5.7.1 R package on their pairwise Mash distance matrices. We then computed the proportion of monophyletic viral cliques using the ‘is.monophyletic’ function in Ape v.5.7.1 across the various values of t . Given the discordance between the NCBI and ICTV taxonomies, we applied the above optimization protocol to t using the viral species names in the ICTV taxonomy. Using the NCBI viral species names, t = 0.15 maximized both the median AMI and ARI across all families (Supplementary Fig. 2a ), with 94.3% of the cliques identified being monophyletic (Supplementary Fig. 2b ). Using the ICTV viral species names, t = 0.2 and t = 0.25 maximized the median AMI and median ARI across families (Supplementary Fig. 2c ), with 93.7% and 87.8% of the cliques being monophyletic (Supplementary Fig. 2b ), respectively. Since t = 0.15 produced the highest proportion of monophyletic clades that were approximately concordant with existing viral taxonomies, we used this threshold to generate the final viral clique assignments for downstream analyses (Supplementary Table 1 ).

Identification of putative host jumps

We retrieved all viral cliques that were associated with at least two distinct host genera and comprised at least 10 genomes ( n = 215). We then generated clique-level genome alignments using the ‘FFT-NS-2’ algorithm in ‘MAFFT’ (v.7.490) 57 , 58 . We masked regions of the alignments that were poorly aligned or prone to sequencing error by replacing alignment sites that had more than 10% of gaps or ambiguous nucleotides with Ns. Clique-level genome alignments that had more than 20% of the median genome length masked were considered to be poorly aligned and thus removed from further analysis ( n = 6; Supplementary Fig. 3 ). Following this procedure, we reconstructed maximum-likelihood phylogenies for each viral clique with ‘IQ-Tree’ (v.2.1.4-beta) 59 , using 1,000 ultrafast bootstrap (UFBoot) 60 replicates. The optimal substitution model for each tree was automatically determined using the ‘ModelFinder’ 61 utility native to IQ-Tree. To estimate the root position for each clique tree, we reconstructed neighbour-joining Mash trees for each viral clique, including 10 additional genomes whose minimum pairwise Mash distance to the genomes in each tree was 0.3–0.5, as potential outgroups. The most basal tips in these neighbour-joining Mash trees were identified and used to root the maximum-likelihood clique trees. This approach, as opposed to using maximum-likelihood phylogenetic reconstruction involving the outgroups, was used as it is difficult to reliably align clique sequences with highly divergent outgroups.

To identify putative host jumps, we performed ancestral-state reconstruction on the resultant rooted maximum-likelihood phylogenies with host as a discrete trait using the ‘ace’ function in Ape v.5.7.1. Traversing from a tip to the root node, a putative host jump is identified if the reconstructed host state of an ancestral node is different from the observed tip state, has a twofold greater likelihood compared with alternative states and is different from the host state of the sampled tip. Where the tip and ancestral host states were of different taxonomic ranks, we excluded putative host jumps where the ancestral host state is nested within the tip host state, or vice versa (for example, ‘ Homo ’ and ‘Hominidae’). Missing host metadata were encoded as ‘unknown’ and included in the ancestral-state reconstruction analysis. Host jumps involving unknown or non-vertebrate host states were excluded from further analysis. Separately, we extracted non-host jump lineages to control for any biases in our analysis approach. To do so, we randomly selected an ancestral node where the reconstructed host state is the same as the observed tip state and has a twofold greater likelihood than alternative host states, for each viral genome that is not involved in any putative host jumps. For the mutational distance and dN/dS analyses, we retained only viral cliques where non-host jump lineages could be identified. An analysis exploring the robustness of this host jump inference approach to sampling biases (Supplementary Fig. 1 ) and a more detailed description of the inference algorithm (Supplementary Fig. 4 ) are provided in Supplementary Information .

Implementation of this algorithm yielded a list of all viral lineages involving a host jump (Supplementary Table 2 ). Since multiple lineages may involve a host transition at the same ancestral node, we calculated the number of unique host jump events as the number of distinct nodes for each unique host pair. For example, the three lineages Node1 (host A)→Tip1 (host B), Node1 (host A)→Tip2 (host B) and Node1 (host A)→Tip3 (host C) would be considered as two distinct host jump events, one between hosts A and B and the other between hosts A and C. This counting approach was used for Fig. 3a and Extended Data Fig. 5 . The list of all 2,904 distinct host jumps is provided in Supplementary Table 3 .

Calculating mutational distances and dN/dS

Mutational distance and dN/dS estimates may be lineage specific and may depend on sampling intensity. In addition, there is a nonlinear relationship between dN/dS and branch length, that is, the estimated dN/dS decreases with increasing evolutionary distance 62 . Therefore, we opted to compare the minimum adaptive signal (that is, minimum dN/dS) associated with a host jump for each clique. For host jump lineages, mutational distances were calculated as the sum of the branch lengths between the tip sequence and the ancestral node for which the first host state transition occurred (in substitutions per site) using the ‘get_pairwise_distances’ function in the ‘Castor’ (v.1.7.10) 63 R package; this was then multiplied by the alignment length to obtain the estimated number of substitutions (Fig. 3a ). To calculate the dN/dS estimates, we reconstructed the ancestral sequences of ancestral nodes using the ‘-asr’ flag in IQ-Tree, which is based on an empirical Bayesian algorithm ( http://www.iqtree.org/doc/Command-Reference ). We then extracted coding regions from the clique-level masked alignments based on the user-submitted gene annotations on NCBI GenBank (in ‘gff’ format) of each viral genome. We then computed the dN/dS estimates using the method of ref. 64 implemented in the ‘dnastring2kaks’ function of the ‘MSA2dist’ v.1.4.0 R package ( https://github.com/kullrich/MSA2dist ). We calculated the minimum mutational distance and dN/dS across all host jump events in each clique for our downstream statistical analyses, which, in principle, represents the minimum evolutionary signal associated with a host jump in each viral clique. For non-host jump lineages, we similarly computed the minimum mutational distance and dN/dS across the randomly selected lineages. Estimates where dN = 0 or dS = 0 were removed. The list of all minimum mutational distance and minimum dN/dS estimates is provided in Supplementary Tables 4 and 5 , respectively. The dN/dS estimates for the analysis shown in Fig. 5 are provided in Supplementary Table 6 .

For the coronavirus spike gene analysis (Extended Data Fig. 7 ), spike sequences were extracted from the clique-level multiple sequence alignments, with gaps trimmed to the reference sequences (avian infectious bronchitis virus, EU714028.1; SARS-CoV-2, MN908947.3; MERS, JX869059.2). The genomic coordinates for the functional domains of the spike proteins were derived from previous studies 33 , 37 , 65 . Estimates where dN = 0 or dS = 0 were removed. The dN/dS estimates are provided in Supplementary Table 7 .

Statistical analyses

All statistical analyses were performed using the ‘stats’ package native to R v.4.3.1. To generate the bootstrapped distributions shown in Fig. 3b , we randomly resampled the host jumps within each clique with replacement (1,000 iterations) and performed two-tailed paired t -tests using the ‘t.test’ function. Mann–Whitney U -tests, analysis of variance (ANOVA), linear regressions, and Poisson and logistic regressions were implemented using ‘wilcox.test’, ‘anova’, ‘lm’ and ‘glm’ functions, respectively.

A permutation test was performed to assess whether the higher proportion of anthroponotic versus zoonotic jumps was statistically significant. We randomly permuted the host states in each clique for 500 iterations while preserving the number of host-jump and non-host-jump lineages (illustrated in Supplementary Fig. 5 ). The P value was calculated as the number of iterations where the permutated anthroponotic/zoonotic ratio was greater than or equal to the observed ratio.

To assess the relationship between host range and adaptative signals (Fig. 4 ), we used Poisson regressions to model the expected number of host genera observed in each viral clique, λ host range . We corrected for the number of genomes in each clique, g , as a measure of sampling effort, and viral family membership, v , by including them as fixed effects in these models. These models can be formalized for mutational distance or dN/dS, d , with some p number of viral families and residual error, ε , as:

We tested whether the parameter estimates were non-zero by performing two-tailed Z -tests implemented within the ‘summary’ function in R.

To estimate the strength of adaptive signals for coronaviruses, paramyxoviruses, rhabdoviruses and circoviruses (Fig. 5 ) by gene type, we implemented two linear regression models for each viral family. Since the overall adaptive signal may differ for each viral clique, we corrected for this effect by using an initial linear model where the number of viral cliques, viral clique membership and residual are given by q , c and ε , respectively, as follows:

Subsequently, we used the corrected log(dN/dS) estimates represented by the residuals of model 1, ε model 1 , in a second linear model partitioning the effects of gene type by host jump status, j . Given r number of gene types, this model can be formalized as follows:

The estimated effects shown in Fig. 5 , representative of the difference in adaptive signals associated with jump and non-host jump lineages for each gene type, were then computed as:

To test whether this effect is statistically significant, we used a one-tailed t -test, with the t statistic computed using the standard error of the parameter estimates in model 2:

The residuals of model 2 were confirmed to be approximately normal by visual inspection (Supplementary Fig. 6 ).

Data analysis and visualization

All data analyses were performed using R v.4.3.1. All visualizations were performed using ggplot (v.3.4.2) 66 or ggtree (v.3.8.2) 67 . UpSet plots were created using the R package, UpSetR (v.1.4.0) 68 .

Reporting summary

Further information on research design is available in the Nature Portfolio Reporting Summary linked to this article.

Data availability

The full list of accessions considered in this study is provided in Supplementary Data 1 . The data used for the main analyses are provided in Supplementary Tables 2–7 . All reconstructed maximum-likelihood trees and ancestral sequences used for the analyses are hosted on Zenodo ( https://doi.org/10.5281/zenodo.10214868 ) 69 .

Code availability

All custom code used to perform the analyses reported here are hosted on GitHub ( https://github.com/cednotsed/vertebrate_host_jumps ).

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Acknowledgements

We thank R. J. Gibbs, G. Murray and L. P. Shaw for helpful feedback and discussions. C.C.S.T. was funded by the National Science Scholarship from the Agency for Science, Technology and Research (A*STAR), Singapore. F.B. and L.v.D. were funded by the European Commission (Horizon 2021–2024, END-VOC Project). L.v.D. was also funded by the UCL Excellence Fellowship. Views and opinions expressed are, however, those of the authors only and do not necessarily reflect those of the European Union or the European Health and Digital Executive Agency. For the purpose of open access, the corresponding author has applied a ‘Creative Commons Attribution’ (CC BY) licence to any author-accepted version of the manuscript. The authors acknowledge the use of the UCL Myriad High Performance Computing Facility (Myriad@UCL), the UCL Department of Computer Science High Performance Computing Cluster and associated support services in the completion of this work.

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These authors contributed equally: Lucy van Dorp, Francois Balloux.

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Extended data

Extended data fig. 1 host and geographical distribution of viral sequences..

( a ) Number of viral sequences, excluding SARS-CoV-2, associated with the top 50 vertebrate hosts observed in the ‘others’ category as shown in main text Fig. 1a . ( b ) Number of viral sequences stratified by the four most-sequenced non-human animals, excluding SARS-CoV-2. The number of viral sequences for the top 10 countries are shown as bar plots. The percentage of viral sequences for the top three most sequenced viral species for each host are annotated.

Extended Data Fig. 2 Distribution of missing metadata for viral sequences.

(Top) Proportion of all viral sequences associated to non-human vertebrates ( n = 1,599,672) with missing genus information or (bottom) sample collection year, stratified by viral family or country of origin. Countries with no associated sequences are denoted ‘NA’.

Extended Data Fig. 3 Viral cliques for Coronaviridae .

Sparse networks of viral cliques identified (see Methods) and their corresponding user-submitted species names for the Coronaviridae , similar to main text Fig. 2 . Nodes, node shapes, and edges represent individual genomes, their associated host and their pairwise Mash (alignment-free) distances, respectively.

Extended Data Fig. 4 Summary of viral cliques identified.

( a ) Number of viral cliques identified stratified by viral family. Cliques with only animal-associated sequences, human-associated sequences, or both are annotated. ( b ) Percentage of viral cliques involving at least one of the 2,904 putative host jumps inferred, stratified by viral family.

Extended Data Fig. 5 Robustness of host jump inference.

( a ) UpSet plot providing the intersecting host jumps identified via ancestral reconstruction when using a two-fold, five-fold or ten-fold likelihood threshold. ( b ) Bar plot showing the number of anthroponotic and zoonotic events inferred using various likelihood thresholds, ( c ) at different ancestral node depths, and ( d ) stratified by viral family. For (b), the number of anthroponotic and zoonotic host jumps were stratified by the depth of the ancestral node in the tip-to-node traversal. Since multiple host jump lineages can involve the same ancestral node, the tip-to-node depths may vary depending on which lineage is selected. As such, we randomly selected a viral lineage for each distinct host jump event for this analysis.

Extended Data Fig. 6 Adaptation analysis for viral groups.

Analysis of relationships between host range and estimated adaptive signals, similar to Fig. 3 , but only considering ssDNA, dsDNA, +ssRNA or -ssRNA viruses. Distributions of minimum ( a ) mutational distance and ( b ) dN/dS for host jump and non-host jumps on the logarithmic scale. We corrected for the effects of sequencing effort and viral family membership using Poisson regression models. The estimated effects of patristic distance on host range after these corrections are annotated. We tested whether the estimated effects were non-zero using two-tailed Z-tests. For all panels, each data point represents the minimum distance or dN/dS across all host jump or randomly selected non-host jump lineages in a single clique. Line segments represent linear regression smooths without correction.

Extended Data Fig. 7 Adaptive signals in the Coronaviridae spike gene.

Analysis of the log10(dN/dS) estimates associated to different functional domains encoded by the coronavirus spike gene: N-terminal domain (NTD), receptor-binding domain (RBD), fusion peptide (FP), heptad repeats 1 and 2 (HR1 and HR2), central helix (CH), transmembrane (TM), C-terminal domains (CT). Estimates with dN=0 or dS=0 were removed and the remaining number of sequences for each domain and viral clique are annotated. Differences in distributions were tested for using two-sided Mann-Whitney U tests and the corresponding p-values are annotated. Boxplot elements are defined as follows: centre line, median; box limits, upper and lower quartiles; whiskers, 1.5x interquartile range.

Extended Data Fig. 8 The global viral host jump network.

Directed network of the vertebrate viral-sharing network, where nodes and edges represent host genera and the number of viral cliques shared. Edge widths and colour are indicative of the number of viral cliques shared.

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Large language models use a surprisingly simple mechanism to retrieve some stored knowledge

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Large language models, such as those that power popular artificial intelligence chatbots like ChatGPT, are incredibly complex. Even though these models are being used as tools in many areas, such as customer support, code generation, and language translation, scientists still don’t fully grasp how they work.

In an effort to better understand what is going on under the hood, researchers at MIT and elsewhere studied the mechanisms at work when these enormous machine-learning models retrieve stored knowledge.

They found a surprising result: Large language models (LLMs) often use a very simple linear function to recover and decode stored facts. Moreover, the model uses the same decoding function for similar types of facts. Linear functions, equations with only two variables and no exponents, capture the straightforward, straight-line relationship between two variables.

The researchers showed that, by identifying linear functions for different facts, they can probe the model to see what it knows about new subjects, and where within the model that knowledge is stored.

Using a technique they developed to estimate these simple functions, the researchers found that even when a model answers a prompt incorrectly, it has often stored the correct information. In the future, scientists could use such an approach to find and correct falsehoods inside the model, which could reduce a model’s tendency to sometimes give incorrect or nonsensical answers.

“Even though these models are really complicated, nonlinear functions that are trained on lots of data and are very hard to understand, there are sometimes really simple mechanisms working inside them. This is one instance of that,” says Evan Hernandez, an electrical engineering and computer science (EECS) graduate student and co-lead author of a paper detailing these findings .

Hernandez wrote the paper with co-lead author Arnab Sharma, a computer science graduate student at Northeastern University; his advisor, Jacob Andreas, an associate professor in EECS and a member of the Computer Science and Artificial Intelligence Laboratory (CSAIL); senior author David Bau, an assistant professor of computer science at Northeastern; and others at MIT, Harvard University, and the Israeli Institute of Technology. The research will be presented at the International Conference on Learning Representations.

Finding facts

Most large language models, also called transformer models, are neural networks . Loosely based on the human brain, neural networks contain billions of interconnected nodes, or neurons, that are grouped into many layers, and which encode and process data.

Much of the knowledge stored in a transformer can be represented as relations that connect subjects and objects. For instance, “Miles Davis plays the trumpet” is a relation that connects the subject, Miles Davis, to the object, trumpet.

As a transformer gains more knowledge, it stores additional facts about a certain subject across multiple layers. If a user asks about that subject, the model must decode the most relevant fact to respond to the query.

If someone prompts a transformer by saying “Miles Davis plays the. . .” the model should respond with “trumpet” and not “Illinois” (the state where Miles Davis was born).

“Somewhere in the network’s computation, there has to be a mechanism that goes and looks for the fact that Miles Davis plays the trumpet, and then pulls that information out and helps generate the next word. We wanted to understand what that mechanism was,” Hernandez says.

The researchers set up a series of experiments to probe LLMs, and found that, even though they are extremely complex, the models decode relational information using a simple linear function. Each function is specific to the type of fact being retrieved.

For example, the transformer would use one decoding function any time it wants to output the instrument a person plays and a different function each time it wants to output the state where a person was born.

The researchers developed a method to estimate these simple functions, and then computed functions for 47 different relations, such as “capital city of a country” and “lead singer of a band.”

While there could be an infinite number of possible relations, the researchers chose to study this specific subset because they are representative of the kinds of facts that can be written in this way.

They tested each function by changing the subject to see if it could recover the correct object information. For instance, the function for “capital city of a country” should retrieve Oslo if the subject is Norway and London if the subject is England.

Functions retrieved the correct information more than 60 percent of the time, showing that some information in a transformer is encoded and retrieved in this way.

“But not everything is linearly encoded. For some facts, even though the model knows them and will predict text that is consistent with these facts, we can’t find linear functions for them. This suggests that the model is doing something more intricate to store that information,” he says.

Visualizing a model’s knowledge

They also used the functions to determine what a model believes is true about different subjects.

In one experiment, they started with the prompt “Bill Bradley was a” and used the decoding functions for “plays sports” and “attended university” to see if the model knows that Sen. Bradley was a basketball player who attended Princeton.

“We can show that, even though the model may choose to focus on different information when it produces text, it does encode all that information,” Hernandez says.

They used this probing technique to produce what they call an “attribute lens,” a grid that visualizes where specific information about a particular relation is stored within the transformer’s many layers.

Attribute lenses can be generated automatically, providing a streamlined method to help researchers understand more about a model. This visualization tool could enable scientists and engineers to correct stored knowledge and help prevent an AI chatbot from giving false information.

In the future, Hernandez and his collaborators want to better understand what happens in cases where facts are not stored linearly. They would also like to run experiments with larger models, as well as study the precision of linear decoding functions.

“This is an exciting work that reveals a missing piece in our understanding of how large language models recall factual knowledge during inference. Previous work showed that LLMs build information-rich representations of given subjects, from which specific attributes are being extracted during inference. This work shows that the complex nonlinear computation of LLMs for attribute extraction can be well-approximated with a simple linear function,” says Mor Geva Pipek, an assistant professor in the School of Computer Science at Tel Aviv University, who was not involved with this work.

This research was supported, in part, by Open Philanthropy, the Israeli Science Foundation, and an Azrieli Foundation Early Career Faculty Fellowship.

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Researchers at MIT have found that large language models mimic intelligence using linear functions, reports Kyle Wiggers for TechCrunch . “Even though these models are really complicated, nonlinear functions that are trained on lots of data and are very hard to understand, there are sometimes really simple mechanisms working inside them,” writes Wiggers.

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Research team creates a chemistry map for human cells

by National Physical Laboratory

Scientists shed light on the chemistry of human cells

Scientists at NPL worked with Diamond Light Source to publish a study that shows how the chemistry of human cells changes, depending on the structure of their extracellular niche, are major determinants of cell responses and development pathways. The paper is published in ACS Applied Materials & Interfaces .

The human body undergoes renewal by specializing "blank" cells—termed stem cells—into primary cells organized into tissues according to their environment. The environment is created by extracellular matrices or scaffolds on which cells build up tissues and organs.

Cell responses to these matrices provide performance metrics that are critical for the development of cell-based diagnostics and therapies. Some of the important metrics are obtained using microscopy and biological assays, which, however, fail to capture the chemistry of cells and how it changes at different cell-matrix interfaces.

This shortcoming continues to hamper progress in health care and technology innovation , as chemistry is the direct reflection of cellular processes responsible for tissue growth and repair.

Scientists at NPL set out to address this gap by recording InfraRed maps of human primary and stem cells grown on native and synthetic matrices.

InfraRed spectroscopy can access virtually all chemical information available in the cell but cannot tell the cell from its matrix or recognize different parts of the same cell. Therefore, a correlative approach involving the use of physical imaging, provided by light and atomic force microscopy , to guide chemical spectra was necessary.

To achieve this, NPL collaborated with beamline scientists at Diamond Light Source, biologists from Sheffield and London Colleges and data expertise from Cambridge. Together, they developed a spectral imaging approach which not only allowed them to obtain chemical maps of single cells but also to cross-compare their chemistry signatures in response to matrices exhibiting distinct physical properties.

Their study also demonstrates the efficiency of correlative measurements to explain cell behavior at cell-matrix interfaces in 2D, as well as the need to develop analogous and more advanced methodologies to measure cell-matrix interfaces in 3D, pathing a way to impact for health care and solutions towards human tissue regeneration.

Max Ryadnov, NPL Fellow, said, "The study was an exciting collaboration which provided us with important insights into how the chemical make-up of human cells correlates with the physical changes of the molecular scaffolds that support their growth and development. The study also informed next steps in our developments focusing on correlative measurements of living biological systems."

Journal information: ACS Applied Materials and Interfaces

Provided by National Physical Laboratory

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Apple researchers develop AI that can ‘see’ and understand screen context

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Join us in Atlanta on April 10th and explore the landscape of security workforce. We will explore the vision, benefits, and use cases of AI for security teams. Request an invite here.

Apple researchers have developed a new artificial intelligence system that can understand ambiguous references to on-screen entities as well as conversational and background context, enabling more natural interactions with voice assistants, according to a paper published on Friday.

The system, called ReALM (Reference Resolution As Language Modeling) , leverages large language models to convert the complex task of reference resolution — including understanding references to visual elements on a screen — into a pure language modeling problem. This allows ReALM to achieve substantial performance gains compared to existing methods.

“Being able to understand context, including references, is essential for a conversational assistant,” wrote the team of Apple researchers. “Enabling the user to issue queries about what they see on their screen is a crucial step in ensuring a true hands-free experience in voice assistants.”

Enhancing conversational assistants

To tackle screen-based references, a key innovation of ReALM is reconstructing the screen using parsed on-screen entities and their locations to generate a textual representation that captures the visual layout. The researchers demonstrated that this approach, combined with fine-tuning language models specifically for reference resolution, could outperform GPT-4 on the task.

The AI Impact Tour – Atlanta

“We demonstrate large improvements over an existing system with similar functionality across different types of references, with our smallest model obtaining absolute gains of over 5% for on-screen references,” the researchers wrote. “Our larger models substantially outperform GPT-4.”

Practical applications and limitations

The work highlights the potential for focused language models to handle tasks like reference resolution in production systems where using massive end-to-end models is infeasible due to latency or compute constraints. By publishing the research, Apple is signaling its continuing investments in making Siri and other products more conversant and context-aware.

Still, the researchers caution that relying on automated parsing of screens has limitations. Handling more complex visual references, like distinguishing between multiple images, would likely require incorporating computer vision and multi-modal techniques.

Apple races to close AI gap as rivals soar

Apple is quietly making significant strides in artificial intelligence research , even as it trails tech rivals in the race to dominate the fast-moving AI landscape.

From multimodal models that blend vision and language , to AI-powered animation tools , to techniques for building high-performing specialized AI on a budget , a steady drumbeat of breakthroughs from the company’s research labs suggest its AI ambitions are rapidly escalating.

But the famously secretive tech giant faces stiff competition from the likes of Google , Microsoft , Amazon and OpenAI , who have aggressively productized generative AI in search, office software, cloud services and more.

Apple, long a fast follower rather than a first mover, now confronts a market being transformed at breakneck speed by artificial intelligence. At its closely watched Worldwide Developers Conference in June, the company is expected to unveil a new large language model framework, an “ Apple GPT ” chatbot, and other AI-powered features across its ecosystem.

“We’re excited to share details of our ongoing work in AI later this year,” CEO Tim Cook recently hinted on an earnings call. Despite its characteristic opacity, it’s clear Apple’s AI efforts are sweeping in scope.

Yet as the battle for AI supremacy heats up, the iPhone maker’s lateness to the party has put it in an uncharacteristic position of weakness. Deep coffers, brand loyalty, elite engineering and a tightly integrated product portfolio give it a puncher’s chance — but there are no guarantees in this high stakes contest.

A new age of ubiquitous, truly intelligent computing is on the horizon. Come June, we’ll see if Apple has done enough to ensure it has a hand in shaping it.

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Apple Researchers Reveal New AI System That Can Beat GPT-4

Apple researchers have developed an artificial intelligence system named ReALM (Reference Resolution as Language Modeling) that aims to radically enhance how voice assistants understand and respond to commands.

Reference resolution is an important part of natural language understanding, enabling users to use pronouns and other indirect references in conversation without confusion. For digital assistants, this capability has historically been a significant challenge, limited by the need to interpret a wide range of verbal cues and visual information. Apple's ReALM system seeks to address this by converting the complex process of reference resolution into a pure language modeling problem. In doing so, it can comprehend references to visual elements displayed on a screen and integrate this understanding into the conversational flow.

ReALM reconstructs the visual layout of a screen using textual representations. This involves parsing on-screen entities and their locations to generate a textual format that captures the screen's content and structure. Apple researchers found that this strategy, combined with specific fine-tuning of language models for reference resolution tasks, significantly outperforms traditional methods, including the capabilities of OpenAI's GPT-4.

ReALM could enable users to interact with digital assistants much more efficiently with reference to what is currently displayed on their screen without the need for precise, detailed instructions. This has the potential to make voice assistants much more useful in a variety of settings, such as helping drivers navigate infotainment systems while driving or assisting users with disabilities by providing an easier and more accurate means of indirect interaction.

Apple has now published several AI research papers. Last month, the company revealed a new method for training large language models that seamlessly integrates both text and visual information. Apple is widely expected to unveil an array of AI features at WWDC in June.

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