PhD Tools: Mellel for Layout and Final Presentation

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Mellel is what I use for the final formatting of documents. It might be overkill for some, but in the case of my PhD, the extra features really saved me some time and headaches.

At first glance, there isn't much to distinguish it from something like Pages.app or Microsoft Word. Mellel is a word processor. It allows you to format how the text is presented on the page. The level of control over those decisions is what distinguishes Mellel over the free/default alternatives.

For example, styling formatting for certain types of text is easy in Mellel. Want to change the way all headings of a certain level are formatted? Mellel can do this. Want to manage the formatting of Arabic, Pashto and Dari text without worrying that things will come out the wrong direction? Mellel is designed to handle these right-to-left languages and scripts. Want to do things with bibliography formatting and scanning? Mellel plays well with Bookends and the other reference managers. Similarly with things like your Table of Contents: Mellel handles it all with style (literally!).

An alternative to Mellel is Nisus Writer Pro. As far as I can make out there isn't that much difference between the two. Mellel also has a version for iPad so you can work on documents on the go as well.

PhD Tools: Bookends for Managing References

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

My PhD included references to 479 individual sources. It's well known that formatting issues often plague students just prior to submission of their dissertations. A reference manager can help solve most of these problems.

When I began my PhD, I was using Sente, a Mac-only programme, but towards the end I transitioned to Bookends. There's no particular reason for the change, mainly that Bookends is a slightly sparer-design.

Different journals and universities require different formatting of references and sources. Bookends (or whatever you choose) is an easy way to stay on top of these formatting issues.

It connects easily (via a shortcut) to Scrivener or many other word processing tools that are commonly used. If you have many references like me, you can colour code them to make it easy to see what's what at a glance (see the image above for part of the database I used for my PhD).

I don't, however, use Bookends as a repository for PDFs and documents. You can do this, technically, but it's not ideal. You're far better off keeping your reference manage for what it does well, and then having a separate file system for your PDFs and other documents (like DevonThink, for example).

PhD Tools: Scrivener for Writing Long Things

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

I spent several years with this particular file...

Scrivener is the go-to tool for anyone working on longer structured pieces of fiction or non-fiction. It's great for structuring your work as well as the writing itself.

When you write a PhD, it's important to keep word counts in mind from the beginning, otherwise you'll be left with hundreds of thousands of words and only 80,000 permitted to submit to the university and your examining committee. Scrivener allows you to manage the word counts of individual sections and their sub-sections (see the image above). It offers a variety of ways of displaying these word counts, setting goals and generally staying on top of this important metric. Of course, PhDs are more than just the number of words you manage to type, but I've met enough people who wrote too much to know that this is a common problem.

Scrivener also excels at structuring texts. You have 80,000 or maybe 100,000 words to write, so you split it up into chapters, but then those chapters must be split into chunks of roughly 500-1000 words as well. You can do this structuring using a corkboard-style visual interface (that I never use much and don't particularly like, but am fully willing to concede that some people do like and use it) or a more standard outline tool.

(Note, too, that there are 1001 other bells and whistles that come along with these core functions. It's highly customisable and adaptable to your specific needs. You can tag, show selective views of your text etc etc to your heart's content. There is also an iOS version for your iPhone / iPad that some people who are more mobile might find useful).

Another thing that PhDs seem to involve is references and footnotes. Scrivener works beautifully together with the major bibliographical reference managers (Bookends, Sente etc) so you can rest assured that you won't have any trouble there.

Finally, it's easy to get things out of Scrivener, when the time comes. Sometimes you just want a copy of a single chapter to show to your supervisor, minus incomplete footnotes and in-text notes or annotations to yourself. Such a custom export is easy to set up. Similarly, when you're finished with the drafting and want to work on the presentation (more on Mellel in a separate post) somewhere else, it's easy to export exactly as you want.

PhD Tools: DevonThink for File Storage and Discovery

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Discovering similar notes in one of my DevonThink databases

I first heard about DevonThink in the same breath as Tinderbox. They go together, though they serve different purposes. Some people want to make an either/or decision about which to use. I see them as sufficiently different to assess them on their own merits and as per your usage scenario.

As with all tools, you should come to the decision table with a set of features that you're looking for. Don't just shop around for new things for the sake of newness or for the sake of having a really great set of tools. These programmes are not cheap. Luckily almost all of them come with generous trial versions or periods, but I don't recommend 'newness' as a feature of any particular merit.

Devonthink (I use the Pro Office version) is a place to store your files and notes. It can, I think, take any file you can throw at it. It comes with software for processing PDFs into fully-searchable documents (OCR software, in other words) which is part of the reason why the license for the Pro Office version of the programme is so expensive.

If you're anything like me, you're drowning in PDF documents. They all come with helpful names like "afghanistan_final_report_02_16.pdf" and unless you have a rigorous file hierarchy and sorting system, you'll probably be unable to find one file or the other. And using the basic file hierarchy system for storage doesn't help you with situations like when you want to store the same file in multiple folders (i.e. what if a report is about Afghanistan and Tunisia). (DevonThink has a feature which allows you to store the files in multiple locations, but without saving two copies of the file. Any changes or annotations you make in one file will automatically be transferred to the other).

You might ask yourself why you would need DevonThink and Tinderbox (see this post for more). The short answer is that they store different kinds of files/data, and that DevonThink is less about thinking than about storage (to a certain extent) and discovery.

One of the key features of DevonThink Pro Office is its smart searching algorithms, its ability to suggest similar texts based on the contents of what you are looking at, etc. It does this by means of a proprietary algorithm, so I can't really tell you how it works, but just know that it does. It works best on smaller chunks of text. In this way, I was reading through a particular source from the 3 million-word-strong Taliban Sources Project database and then I clicked the "See also" button and it had found a source I would never otherwise have read on the same topic, even though it didn't even use one of the keywords I would have used to search for it. It uses semantic webs of words to figure this stuff out. Anyway, beyond a certain database size, this power becomes really useful. It can also archive websites, store anything including text, do in-text searches on e-books etc etc. (Read more on how I use DevonThink for research in general here.)

I also used it a little as an archive for substantive drafts / iterations of the writeup process. That's another important part of the process: making backups of many different kinds. I never found any use for them, but at least they were there (just in case).

If you're a data and document hoarder at heart, like me, you'll soon have a Devonthink database (or several databases, split up by topic) that is bigger than you can fully comprehend it, or remember what was inside the files. At that point, search becomes really important. Not just a straightforward search, but the ability to input 'fuzzy' terms (i.e. if you search for "Afghanistan" it'll also find instances where it's incorrectly spelt "Afgahistan"), and boolean language, into your query is really powerful/useful. DevonThink is an amazing search tool. The company that developed the database software also make something called DevonAgent, which is basically a power-user search tool for the internet. Google on steroids, if you will. Fully customisable, scriptable... you can really go crazy with this stuff. I use it, but my PhD wasn't really about searching things on the internet, so I didn't use it much for my research or writeup. But it's a great tool, too.

In short, DevonThink is a research database tool that will help you store and find the documents that relate to your research, and do smart things to help you find sources and texts that maybe you'd forgotten you'd saved. Highly recommended for anyone working with large numbers of documents.

PhD Tools: Think better with Tinderbox

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

Tinderbox is a tool for writers and thinkers that can handle most things that you throw at it. Anything to do with thinking, it can probably do what you want. That said, there is a slight learning curve to the programme, and it may not be to everyone's particular style. With those caveats stated, let's dive in.

Any PhD student generally takes a lot of notes. Notes on books or articles you're reading, or notes about points you want to make in the argument of your text / writeup. There are purely text-based / database-style systems that can handle these kinds of notes (like DevonThink, about which more soon) but none with the flexibility or visual features of Tinderbox.

A list of notes, for example, can be transformed into a visual / spaced-and-linked map of meaning like traditional 'mind maps'. You can switch back and forth between outlines and maps easily (or even display both on the same screen/window) and display notes as well.

It's fast, it doesn't break or crash or slow down your computer, and it helps you think things through in the way that is best suited to your needs. Too often, software forces you to think in a particular way (i.e. the way of the software creator), but Tinderbox adapts to the way you were thinking and allows you to draft notes and structure accordingly.

I've written elsewhere about some things I've done using Tinderbox, so no need to mention all that here, but some things I found specifically useful for my PhD:

1. Small databases, constructed on the fly, while taking notes from books. An example of this is a database of key players or individuals from within the Taliban who occurred at various places in my notes. This grew to a pretty extensive document, but Tinderbox allows you to make these kind of structured data sets without needing to think too much about how the data might eventually be presented or used. Changing things is easy.

2. Timelines -- Tinderbox can display lists of events with start and/or end dates on a timeline. I used this to create the TalQaeda timeline, for example, or the list of moments where the Afghan or international military forces claimed to have killed or identified a Chechen fighter in Afghanistan (chechensinafghanistan.com).

3. Working through 'unstructurable' ideas -- There's often a gap between the ideas you think you have in your head and the ideas as they are expressed on the page. I have found Tinderbox extremely useful in allowing me to find a way to make the two align closer together, or to figure out a structure or a sequence to parts of an idea in a way that makes most sense.

You can also use Tinderbox as a day-planner or a task outliner (like I discussed in my post about Trello), though I think it might be less suited to this task when compared to Trello.

The forum for Tinderbox and related products is a great place to discuss method, process and different ways of structuring ideas. Users are a mix of complete beginners and others who have been drafting books, novels and essays using Tinderbox for years. I find the discussions in the forum are often stimulating; asking questions there is an interesting way to rethink a particular mental quandary you might find yourself in.

BONUS: Listen to my podcast interview with Tinderbox's creator, Mark Bernstein, for more on the vision behind the software and for some practical tips on structuring ideas.

PhD Tools: Visualise Structure and Kanban Flow with Trello

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

What was leftover by the end of my PhD submission process...

I used Trello for structuring my PhD argument and for tracking my progress during the drafting and redrafting of the final text.

Trello is primarily associated with the Kanban workflow / movement and as such it offers a fast and easy-on-the-eyes way to visualise structure, the passage of tasks through a particular workflow and so on.

It only works with an internet connection, however, which makes this a somewhat qualified recommendation. The mobile apps associated with Trello also lack an offline mode.

Tasks are split up into lists, and these are organised in a sequence. Thus for me, my lists at one point were my different chapters. It's easy to email things (links, notes to yourself, or anything else text-based) into your lists from outside Trello, so it can function as a useful 'bucket' where you can deposit things you want to research in the future, or just tasks that need to be performed for a certain chapter.

It's a way of seeing what needs to be done, or what you want to add to a particular chapter, at a single glance. Not essential, but I found it useful at certain junctions of the editing process.

PhD Tools: Beeminder

[This is part of a series on the tools I used to write my PhD. Check out the other parts here.]

I feel like I've mentioned the end of the PhD several times in recent posts (PHD IS OVER!). It occurred to me that it might be useful to go through some of the tools and principles that I found most useful in completing the doctoral thesis, the research and the work in general. Part of this is by way of giving thanks to the application or methodological creators, and the other part is me thinking that others (future / current PhD students?) might find this useful.

It took me many years to finally settle on these tools. It would probably be unwise to adopt my entire writing style and process for yourself, because everyone's unique. I read a lot of books, blogposts and discussed things in forums and at meetings with others. This is all the product of a lot of procrastination (some active, some just resulting from hanging out on twitter or subscribing to a bunch of productivity-related blogs in my RSS reader).

Each post will vary in size. For some I'll go into a bit more detail because the principle will be somewhat unknown. Others are mega-players in the tech world so I'll just tip my hat in their direction.

Minding the Bees

My first pick is, of course, Beeminder. (I've written about Beeminder before here.) The principle behind this service is pretty simple: you commit to doing a certain thing (or things) by a certain date (or regularly each day etc) and if you don't do them, you're penalised with money taken from your credit/debit card. The amount of money taken depends on whether you're a first-time offender (free, or $5), but then it increases exponentially. Pretty soon you'll be facing $270 or even higher fines.

Needless to say, this is a pretty strong motivator. You can hear about some of the nitty-gritty details in a podcast interview I did with Matt Trevithick and the founders of Beeminder, Bethany Soule and Daniel Reeves.

I have used Beeminder for a really wide variety of things -- not just for my work but for my personal life, too -- but in terms of my PhD, I had three main goals it supported:

1) tracking the amount of time I spent writing. You can hook up RescueTime (a passive activity tracker on your laptop) to feed into Beeminder. I can then say that I want to make sure I do a minimum of 1 hour of writing in Scrivener each day (for example), and Beeminder keeps track of the rest. This is a good thing to track because, ultimately, the PhD is all about keeping writing. You can get lost in the research, but after a certain point you just have to deliver it and ship the damn thing. This keeps you honest about the writing part, the sitting down in the chair and putting words on the page.

2) words drafted -- this one's a bit more delicate, since often when you're starting out, drafting a new section or chapter, the words that come out are useless drivel (or replace with a far less charitable way of describing their quality, and say hi to my inner voice while you're there!). At the beginning, doing basic drafting, it's hard to get started because you feel everything has to be perfect. The best antidote to this is to work on a 'shitty first draft'. Here, the idea is simply to churn out enough thoughts to fill the blank space in the outline, or book, or chapter or wherever.
A specific example: I flew to Karachi in late 2012 to hammer out the first draft of my dissertation. I setup a Beeminder goal of having 100,000 words of text (approx the maximum word count allowed for submission to the university) and a date 6 weeks in the future, and I got writing. Beeminder calculates and tells you how many words you have to get done each day in order to stay ahead of the curve. (There are graphs. They are awesome). As long as you keep writing, you're ok. And I did it. Most was horrible, and some of it was inner conversations between myself and myself about the subject under consideration, almost all of which I had to rewrite in some shape or form later on. But... it was words on the page, and it was me thinking through the issues. It was essential.

3) Sources Read -- this might be unique to me, but at some point I had to return to the newly-gathered sources of the Taliban Sources Project. I looked in my DevonThink database (about which, more to come in a future post) and saw I'd flagged 1000+ articles to reread, catalogue/tag and integrate into the main thesis argument. So I plugged those numbers into Beeminder, gave myself a workable daily rate (50 or 100, I think) and then it calculated the rest and kept me honest.

So, to sum up:

• Beeminder forces you think backwards from your goal if you have a specific endpoint in mind. This is extremely valuable as it makes sure you're not being overambitious.
• Beeminder gives you accountability. It keeps you honest. This is what I initially found was most valuable, but later on I needed this less. YMMV.
• The community of Beeminder users is wonderful. The forum is a great place to get ideas, discuss approaches / failures etc.
• It works! Many people have had great results using Beeminder.

I'm not going to say I couldn't have written my PhD without Beeminder, but I'm almost saying it. Go check it out!

Upcoming Maniac Week

I hereby commit to doing a maniac week. This is inspired by Nick Winter and the good people at Beeminder, namely Bethany Soule and Daniel Reeves. The idea is as follows (borrowing heavily from a format over here):

• I will begin at 6am on Sunday December 6.
• I will continue until 6pm on Saturday December 13th.
• I will not be checking my email at all during the week. I will also be turning off and/or disabling all chat programmes and my phone.
• I will not use any social media websites or check RSS news. (This block will be handled by the StayFocused plugin and RescueTime’s Get Focused mode.
• I will ensure I am in bed for 7 hours every night. This will be tracked via Fitbit.
• I am allowed 3.5 hours every day for things which aren’t work (showers, preparing meals, eating, rest, meditation and walks outdoors). This will be tracked using TagTime using the tag “notwork”.
• The remaining time will be for my work. This will be tracked using TagTime and RescueTime, and my main focus during this week will be my PhD dissertation.
• As with others’ maniac weeks, I’ll be recording the whole week using time-lapse photography, though I’ll see how much hassle it is to assemble a video after the week is finished. Also, part of my work will involve me away from the computer, writing and outlining things by hand, and anything involving interview transcripts etc will obviously have to be blurred out or blacked out. Thus, I’m not committing to posting a video, but I will publish a post-maniac-week blogpost during the week that follows.
• I reserve the right to tweak these rules (by editing this post) up until the evening of December 5. After that point it’s time to work, and I cannot change the rules any more.

No, I am not crazy. Yes, you can do one too.

An Appeal for Funding

(This is a joint post by myself, Felix Kuehn and Anand Gopal) I wouldn't normally put something like this up on the blog, but after over a year or so of asking around (without success) we're trying all options.

For several years now, Felix, Anand and I have been collecting old (and new) Taliban documents. Felix and I made a point of finding things that covered pre-2001, and Anand found things post-2001. Some of the research you may have read about on this blog or in books came from this material. For example, the poems written by Talibs in Poetry of the Taliban (published later this year) were all gathered together in this way.

Our collection is pretty wide and comprehensive. I won't say too much about the kinds of sources we have, but suffice it to say that we have complete collections of most publications and books that the Taliban were associated with (and various other documents/videos/audiotapes). These sources date from the 1980s until the present day.

We are looking -- we have been looking -- for funds to translate these sources into English and place them (and scans of the originals) online so that researchers and anyone else can access them. Almost none of this material is used (or has been used) in the study of the Taliban (particularly pre-2001) and this project would allow a far deeper understanding.

If you are a donor and are interested in funding this project, please get in touch with me, Felix or Anand at the 'Contact Alex' section on the right.

ISAF Press Release Word Clouds

...and we're back here again. I know I said I'd hold off on posting, but these charts will never make their way into the final report so I'll just put them up here. These are word clouds of the common terms used in sets of ISAF press releases.  As with all word clouds, the larger the word, the more times it occurs in the press releases for the particular period.  This first one covers the entire set (November 2009-May 1st, 2011):

The following images I split up the data into chunks. The first four months: (Nov 2009-Feb 2010 inclusive)

This covers March-June 2010 (inclusive:

This covers July-October 2010 (inclusive):

This covers November 2010-February 2011 (inclusive):

And this covers the last two months (March and April 2011):

TalQaeda: the Timeline

Long-standing readers of this blog will know that I have been working (together with my colleague, Felix Kuehn) to get to grips with the nature of the relationship between the Taliban and al-Qaeda (and the various affiliates of both). To that end, we've written a book ('An Enemy We Created') and a summary paper dealing with the post-2001 aspects for the Center on International Cooperation (who funded much of the research).

We reread most of the primary and secondary-source literature on the topic, and while going through compiled long lists of dates, names and places. The key dates from those lists made their way into this timeline. There are fewer entries post-2001 at the moment on the timeline, but I'll get round to updating that soon hopefully. Please leave any feedback on the timeline in the comments below this post, or send me an email.

You can view the timeline at: www.anenemywecreated.com/timeline/

This timeline was created in Tinderbox, the software that I used for most of my research and database work. I have to thank Mark Bernstein and particularly Mark Anderson for their help with some of the technical issues in coding the site. I'd strongly recommend Tinderbox to researchers, journalists and other 'information workers'. I'd be lost without it.

For those in London, I'll be presenting on how I use Tinderbox in my day-to-day research work at a one-day event on May 28. Register here if you'd like to come along.

Real People as Agents

I was reading in the first volume of Taruskin's history of music -- all right, procrastinating from overdue PhD chapters -- and came across this useful and timely reminder:

"Statements and actions in response to real or perceived conditions: these are the essential facts of human history. The discourse, so often slighted in the past, is in fact the story. It creates new social and intellectual conditions to which more statements and actions will respond, in an endless chain of agency. The historian needs to be on guard against the tendency, or the temptation, to simplify the story by neglecting this most basic fact of all. No historical event or change can be meaningfully asserted unless its agents can be specified; and agents can only be people. Attributions of agency unmediated by human action are, in effect, lies -- or at the very least, evasions. They occur inadvertently in careless historiography (or historiography that has submitted unawares to a master narrative), and are invoked deliberately in propaganda (i.e., historiography that consciously colludes with a master narrative)." (Richard Taruskin, The Oxford History of Western Music, vol 1, p.xviii)

It's good to be reminded of this when thinking about most things, but especially when discussing ideology and influence with regard to the war in Afghanistan and the identity of the various groups fighting. People have thoughts; ideas do more than just 'emerge'. I'm just as guilty of this as anyone else, but I think writing on the nature of the Taliban, for example, could become a lot clearer if we stuck to the agency of real people rather than abstractions.