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How to Read a Technical Paper

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How to Read a Technical Paper

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  • HowtoReadaTechnicalPaperbyJasonEisner(2009)

    Multipassreading

    Skimthepaperfirst,skippingoveranythingthatwouldtakemuchmentaleffort.Justgetanideaofwherethepaperisgoing,whyitwaswritten,what'soldhatandwhat'snewtoyou.Toforceyourselftokeepmoving,giveyourselfalimitedtimebudgetperpageorusetheautoscrollfeatureofyourPDFreader.

    Now,assumingthepaperstillseemsworthwhile,gobackandreadthewholethingmorecarefully.

    Whynotpracticeonthiswebpage?Goahead,skimitfirst.

    S.Keshavdescribesthreepassreadingindetail:Whatareyoutryingtodooneachpass?

    WriteasyoureadWriteasyouread.Thiskeepsyourattentionfocusedandmakesyouengagewiththepaper.

    Lowlevelnotes

    Oftenitiseasiesttoscribblenotesontheprintedoutpaperitself,respondingincontexttotheformulas,figures,andtext.Inthatcase,fileorscanyourannotatedcopyforfuturereference.

    (OrperhapsannotatethePDFfiledirectly,withoutprintingorscanning.AfreealternativetoAcrobatisPDFXChangeViewer,aWindowsprogramthatcanalsoberunonLinuxviawine.)

    Youcanusenotesonthepaperto

    restateunclearpointsinyourownwordsfillinmissingdetails(assumptions,algebraicsteps,proofs,pseudocode)annotatemathematicalobjectswiththeirtypescomeupwithexamplesthatillustratetheauthor'sideas,andexamplesthatwouldbeproblematicfortheauthordrawconnectionstoothermethodsandproblemsyouknowaboutaskquestionsaboutthingsthataren'tstatedorthatdon'tmakesensechallengethepaper'sclaimsormethodsdreamupfollowupworkthatyou(orsomeone)shoulddo

    Highlevelnotes

    Lowlevelnotesaren'tenough.Alsokeephighlevelnotesaboutpapers.It'squiteusefultodistillthepaperdown:summarizethethingsthatinterestedyou,contrastwithotherpapers,andrecordyourownquestionsandideasforfuturework.Writingthisdistillationgivesyouagoalwhilereadingthepaper,andthenoteswillbeusefultoyoulater.

    MichaelMitzenmacherwrites:"Readcreatively.Readingapapercriticallyiseasy,inthatitisalwayseasiertotearsomethingdownthantobuilditup.Readingcreativelyinvolvesharder,morepositivethinking.Whatarethegoodideasinthispaper?Dotheseideashaveotherapplicationsorextensionsthat

  • theauthorsmightnothavethoughtof?Cantheybegeneralizedfurther?Aretherepossibleimprovementsthatmightmakeimportantpracticaldifferences?Ifyouweregoingtostartdoingresearchfromthispaper,whatwouldbethenextthingyouwoulddo?"

    Isuggestsortingyourfileofnoteschronologically,bywhenyoureadthepaper,sincethatmayhelpyoufindvaguelyrememberedpapersorrememberwhatelseyouwerereadingatthetime.Sometimesyou'llwanttosearchbyauthor/title/etc.,sostartthenotesforeachpaperwitharoughcitation.(SeealsoHowtoOrganizeYourFiles.)

    Ifyouhadtoputalotofeffortintoreallyunderstandingsomepoint,youcansharethateffortwithothers(andrecorditforyourownfuturereference)byimprovingthediscussionofthatpointontherelevantWikipediapage.

    Whenandwheretoread

    Startearly.Leaveenoughtimethatifyourattentionwanders,youcanputthepaperdownandpickitupagainwhenyou'reinabetterreadingmood.Thisisbetterthantryingtoforceyourselfthroughitonadeadline.

    Somepeoplefinditeasiertoreadatparticulartimesofday,orwhileeatingorwalkingorridinganexercisebike.Doyouhabituallypickuptheclosestthingtoreadwhenyou'reatthebreakfasttableorinthebathroom?Thenleavepapersthereforyourself.

    Tryreadingwithafriend!Sitnexttoeachother,lookingatthesamecopyofthepaper,andstaysynchronizedattheparagraphorsentencelevel.Readaloudattimes.You'llkeepeachothermovingandhelpeachotherthroughthehardparts.Discussasyougoalong.

    Setasidetime

    Whenyouarestartingoutinanewarea,itmaytakeyouhourstoreadaconferencepaperthoroughly.That'sokay.It'sworthspendingthatmuchtimetoreallyunderstandagoodorfoundationalpaper.Itwillpayoffinyourfuturereadingandresearch.

    I'llneverfindthetime!Don'tworry.Notallpaperstakethatlong.Manyideasarereusedacrosspapers,soyouwillgetfasteratreading.Bynow,inanareaIknowwell,Icanoftenreadapaperin30minutesorless,becausethemotivationisfamiliarandIcanrecognizemuchofthesetupasstandardpractice.(Afterall,mostpapersfallintoanexistingtradition.Theyextendexistingworkwithoneortwogenuinenewideas,andsomesupportingdetailsthatmayormaynotbesignificant.)

    ButI'malreadyathirdyearstudent.Whyisthispapertakingmesolong?Thereisnoshameinreadingslowly.ItstilltakesmeseveralhourstoabsorbapaperonsomethingthatIgenuinelydon'tknowwell.(Also,ittakesmehourstoreviewapapereveninmyownarea,becausetheburdenisonmetospotalltheproblemsoropportunitiesforimprovement.75%ofsubmittedconferencepapersarerejected,andmostoftheremaining25%alsoneedimprovementbeforepublication.)

    WhichpartstofocusonSodoyoureallyhavetoreadthewholepapercarefullyonyoursecondpass?Sometimes,butnotalways.Itdependsonwhyyou'rereadingthepaper.

    Idothinkthatwhenyouarelearninganewarea,youshouldreadatleastsomepapersextremelythoroughly.Thatmeansknowingwhateverysentenceandeverysuperscriptisdoing,sothatyoureallylearnallofthetechniquesusedinthepaper.Andunderstandingwhythingsweredoneasthey

  • were:askyourselfdumbquestionsandanswerthem.Practicetheabilitytodecodetheentirepaperasifyouwerereviewingitcriticallyandtryingtocatchanyerrors,sloppythinking,orincompleteness.Thiswillsharpenyourcriticalthinking.Youwillwanttoturnthispracticedcriticaleyeonyourselfasyouplan,execute,andwriteupyourownresearch.

    However,therewillalsobeoccasionalpaperswhereitisnotworthreadingallthedetailsrightnow.Maybethedetailsareoflimitedinterest,oryousimplydon'tfeelequippedtounderstandthemyet.Considerthepartsofatypicalpaper:

    Motivation.You'llwanttounderstandthisfairlywell,orthere'snopointinreadingthepaperatall.Butpartofthemotivationmaydependonthingsyoudon'tknow(mathematicalbackgroundorpastwork).Ifyoudon'twanttochasethosereferencesdownnow,youcouldjustraisetheirpriorityonyourreadinglist.

    Mathematicsandalgorithms.Thesepartsarethetechnicalheartofthepaper.Sodon'tmakeahabitofskimmingthem.(Youcanlearnalotfromhowtheauthorssolvedtheirproblems.)Nonetheless,youmightskimatechnicalsectionif

    Itseemslikeanexplanationofsomethingyoualreadyknow.Inthatcase,justcheckthatitreallysayswhatyouthink.

    Whileyouprobablywouldbenefitrightawayfromknowingthemethodindetail,thispaperisjustnotagoodplacetolearnit,oritistooadvancedforyourightnow.Understandwhatyoureasonablycan,andthenputitonyourlistofthingstolearnforreal.Perhapsasksomeoneelsetoexplainittoyouortorecommendareading.

    Itseemslikeanuglyadhocsolutionthatnoonewouldeverwanttouseanyway.Theonlyreasontounderstanditfullywouldbeifyouwantedtocriticizeitorimproveuponit.(Still,evenifyouskiptheuglydetails,understandwhattheauthors'intuitionswere.Thinkabouthowtocapturethoseintuitionsmoreelegantly.)

    It'senoughtoknowfornowthatthemethodexists.Itseemsspecialized,soyoumightneverneedit.You'llcomebacktothepaperifyoudo.

    Butyoushouldstillachieveclaritynowaboutwhatthemethodaccomplishes(itsinterface).Alsotrytogleanwhenitisapplicable,howharditwouldbetouse,andwhatdeterminesitsruntimeandaccuracy.Thenyou'llrememberthemethodwhenyouneedit.

    Whatyoumightskipfornowarethehardparts:theinternalworkingsofthemethod(itsimplementation)andanyproofsofcorrectnessorefficiency.

    Experiments.Manypaperstesttheirmethodsempirically.Whenyou'renewtoafield,youshouldexaminecarefullyhowthisistypicallydone(andwhetheryouapprove!).Itcanalsobehelpfultonoticewhatdatasetsandcodewereusedasyoumaywanttousethemyourselfinfuture.

    Butonceyou'velearnedtheropes,youmaynotalwayscaresomuchaboutapaper'sexperiments.Afterall,sometimesyou'reonlyreadingthepapertostokeyourcreativitywithsomenewproblemsortechniques.IconfessthatIoftenpaylessattentiontotheexperimentaldetailsthoughexamplesorerroranalysisdocatchmyattentionbecausetheyoftenshedlight.

    Ifyoudocareabouttheconclusionsofthepaper("didthemethodwork?""shouldIuseit?"),thenyoushouldgobackandcarefullyexaminetheexperimentaldesign,includingthechoiceofdata.Weretheexperimentsfair?Dotheysupporttheclaims?What'sreallygoingon?Aretheconclusionslikelytogeneralizebeyondthisexperimentalscenario?

  • Inshort,investyourtimewisely.Focusonwhatisvaluabletotakeaway.Ifyoucan'tfigureoutwhichpartsofthepaperaremost"interesting"or"important,"doasksomeonewhoshouldknow!Ifyoudon'tknowwhotoask,findotherpapersthatcitethisone(viaGoogleScholar)andseewhattheysayaboutthispaper.

    DelipRaosuggests:"NeverreadtheoriginalpaperonXfirst.InsteadreadseverallaterpapersonwhattheysayaboutX,getanideaofXandthenreadtheoriginalpaper.Somehowtheresearchcommunityismuchbetterinexplainingideasclearlythantheoriginalauthorsthemselves."

    Whattoread

    docreativewebsearchexperimentwithseveralsearchesputyourselfinanauthor'sshoeswhatphrasesmighttheyhaveused?becomeapowersearcher!(readthehelppagesforyoursearchengine)specificallysearchattheACLAnthology,GoogleScholar,etc.

    trackdownrelatedwork(onceyou'vegotarelevantpaper)backwardreferences:followthebibliographytoearlierpapersforwardreferences:seewhoelsehascitedthework(viaaninterfacesuchasGoogleScholar)

    hassomeoneelsealreadylistedtherightpapersforyou?surveypapersinjournals(alsocalled"reviewarticles")coursesyllabireadinggroupwebpageschaptersintextbooksonlinetutorialsliteraturereviewchaptersfromdissertationsdirectrecommendationsfromfriendsorprofessors(perhapsatotherinstitutions)

    breadthfirstexplorationreadalotofabstracts(andskimthepapersasneeded)beforedecidingwhichpapersarebesttoreadit'sokaytoreadmultiplerelatedpapersatonce,flippingbackandforthsothattheyclarifyoneanothertogetafeelfortheresearchlandscapeinanarea,flipthroughtheproceedingsofarelevantrecentworkshop,conference,orspecialthemejournalissue

    whenthegoinggetstough,switchtobackgroundreadingtextbooksortutorialsreviewarticlesintroductionsandlitreviewchaptersfromdissertationsearlypapersthatareheavilycitedsometimesWikipedia

    Thispageonline:http://cs.jhu.edu/~jason/advice/[email protected](suggestionswelcome) LastMod$Date:2013/06/2416:54:40$