Work Life Balance: What if I told you doing insane hours is not the same as doing your PhD?

Slide01

And so today I am here to talk about work-life balance in your PhD. Work-life balance is one of the ‘seven deadly sins’ of academe. The PhD is the worst kind of study for work-life balance. More than any other form of study, the PhD requires hard work without direction and hard work without deadlines. Now let me be clear, in case you haven’t figured it out yet, your PhD is hard work. Yet, I want to tell you today that hard work… is not your PhD. Just as it’s not possible to get your PhD without hard work, it isn’t possible to ‘just’ do lots of hard work and get a PhD. It needs to be the right kind of hard work.

Slide02

If we read the glossy magazines, we find that clearly this is a question of balance. It must be the case, right? Usually these articles are accompanied by pictures of women doing yoga on the beach, mothers playing happily with their children in a meadow, or some vapid quotes from people who had publicists once upon a time. These articles tell us if we can just balance work and life and our other commitments we will be very happy.

Slide03

Horse-hockey.

If we balance everything, what we will be is happy and contented people who don’t have their PhD. The PhD is the Australian Institute of Sports for Smart People.

Slide04

At a conference I spoke at once, the keynote speaker was Brennon Dowrick, a gymnast. You want to see a lack of balance? Try gymnastics. He moved away from home at the age of 12 to live at the AIS and trained twelve hours a day, every day. For sixteen years. He represented Australia at Commonwealth and Olympic levels.

I’d never heard of him.  Embarrassment!

Slide05

Try Casey Stoner who won the moto gp at Phillip Island yesterday with a mostly-broken ankle on his Honda. Now if ever there was a reason to call in sick, it’s a broken ankle. By all accounts, he’s a little intense. Nobody tells him to lighten up.

Slide06

So what’s the problem? Well, even if – or perhaps especially if – you’re a world-class gymnast or a moto gp rider, balance is still very important for you. There are rules around what you’re doing. If you come first, you’re good. If you come at the back of the pack – well, time to go home. There’s an off-season for it. One of the difficulties with the PhD is that no-one understands exactly what ‘it’ is. Not really, and not least of all yourself.

Slide07

Your friends think you spend all day sitting in a library reading books about… something. Your parents think you are a professional student and want you to get a real job (at least they do when you take on the PhD when you’re 42). Society thinks you must do something important – but doesn’t understand it and generally ignores you as best they can. Your supervisor thinks you’re wet behind the ears and can’t understand why a simple essay on the relationship between the concepts of absorptive capacity and research design has taken you three weeks to do this terrible a job (hello! I’m tutoring!). You might personally think you’re the organised overlord of all you survey – but the reality is that you really spend most of your time tearing your hair out with Red bull and pizza desperately trying to retrieve version 20120601b of your research data before you corrupted it.

Another thing is that you can never put a line under it and say, “that’s done”. There’s always a bit of tweaking to be done to make it ‘more perfect’ and ‘more correct’. Unlike Brennon and Casey, there is no ‘second place’. We work and work and work on something, crafting it up to be something better every time. All our time could be spent working on the PhD – but would it improve the PhD?

Slide08

The scope of the PhD is the problem. It can be as big and tough as we make it. We are perfectionists – it is what we do. And what we have to create has to be very, very good. But does everything we do need to be perfect? Or can we recognise that what we do remains an ‘interim struggle’ (Weick, 1995) and aim to work a little smarter, not harder? The end game is what matters here and the PhD is a life-long marathon. Although the short-term race is to the one that works the hardest, that’s only getting us out of the stadium. Now I am saying that the vision of happy-and-contented PhD students is horse-hockey. You do need to have a lack of balance. You will need to burn the midnight oil, and you will need to re-do work. But not all the time – you also need to still be standing when the whistle blows. And that whistle is some time off. I want to give some tips that may help you balance the extreme of the PhD with the need to build healthy habits.

Slide09

Like all good researchers, I am starting from first principles. Firstly, a good PhD is a done PhD. A perfect PhD that is never done is not a good PhD. This is about your long-term career, whether academic or professional. You are learning to balance your long-term projects with the short-term goals – the academic manages a pipeline of long-term papers against short-term teaching and work commitments. And the same can be said for the professional. It’s a bad habit to learn that if you just throw time at the issue it will go around. It works OK when your time is your own, but it isn’t a solution when you have other commitments (or you are charged out at $400 an hour). These tips are designed to build good habits for your long-term career. Avoid the ‘busy-work’ that stops you from achieving your goals.

Slide10

So the first tip is to embrace wrongness. Plan to be wrong. It’s good to be wrong. That’s how we learn. This means we don’t mind asking the ‘wrong’ questions in seminars. Heck, ask away. Presenters love an opportunity for a good smack down if you’re really wrong! And you and your colleagues all learn from that. Submit something that’s not fully formed – this means get advice early and often. Frequently we labour away on something to achieve ‘perfection’ only to discover it’s not. Let your ideas evolve through discussion with your advisor – and don’t spend forever re-framing them a dozen times before the supervisor has seen them. Your PhD can’t be second-rate of course – but it will improve the more ‘wrong’ you are. Sometimes ‘good enough’ is ‘good enough’.

My second tip: Work on what matters. Some things you say ‘yes’ to help your PhD. Others fall into the category of ‘a good idea at the time’. Here’s the thing: you already have something to do. So if it’s not a task that will advance the PhD, or your immediate career, have a Bex and a good lie down before you agree. I’m talking here about presentations, book chapters, and extra tutoring. If it helps, set out a goal plan of what you want to do and what you need to do. If the extra work blocks that, it’s a blockage and needs to be ditched! I am wary of telling you to write a plan because that will be another thing for you to procrastinate for the nation with, but a one-page plan may be a great help for you. If you write that one-page plan – review it weekly to see your progress. Focus on that end game; we have a small ‘study buddy’ group of people that we use to try and keep focussed on the task at hand – and discuss what achievements, goals, and blockages we might have each week. As well as cake.

My third tip: Focus when working hard. If I may be so bold, because there’s no active deadline we tend to let matters drift. Facebook, YouTube and Twitter can, ahem, take time away. And here’s the thing? Facebooking looks almost exactly like working. Until it comes time to assess the results. Don’t drift when you are writing. It is so easy to become distracted and lose a day, a week, a month or a year to timesinks that produce little. Like researching memes to put into a 10 minute powerpoint presentation. Ahem. A good solution that I have found is to use the Pomodoro technique: 25 minutes of working on achieving one thing, then take a 5 minute break to walk around, Facebook, coffee or chat. Dave Allan’s GTD (Getting Things Done) approach may also help you maintain your to-do lists and balance your competing projects. Now, we all know there will be deadlines and late nights involved. But don’t count on them all the time – 2am should not be a regular thing in the Zone.

My fourth tip: Know your tools. You are a writer. There are many tools available to help the writer do what they need to do, from organise your research such as EndNote and EverNote to writing tools such as LaTex or Scrivener on the Mac. Also try DevonThink Pro.  Use RSS newsfeeds and emails to keep abreast of your topic area. The world has moved on from the days of hard copy journals. When I wrote my Honours thesis I had three lever arch folders of papers that were relevant. Today I have a DevonThink Pro database with over 1000 papers in it. Think about how you organise your notes and annotated bibliography. You are creating a toolset that you will use for your career to deal with information overload. Oh… and this includes making a backup! No USB sticks!

The fifth tip is to watch your health. Sitting down for hours on end in the PhD zone is a sure-fire recipe for depression and a beer belly. Take up an outside interest that exercises your muscles, or you’ll find yourself a very smart unhealthy person. Smart people sweat. It makes you think better and keeps you focussed. If you don’t have exercise you like then it’s probably a bad habit you’ve fallen into. Sign up for a personal trainer, or build it into your day. Ride to work if you can. You’ll feel better for it and you’ll think better for it.

My final tip reflects the whole lot: Forget the Flipping PhD. It is so difficult, because at all times we know we could – and thus should – be working on the PhD. Allow yourself the luxury of downtime without guilt. I have spent so much of my working life taking a laptop away on holiday and then never turning it on (but still feeling guilty) or taking the laptop and answering emails in the carpark of the Big Pineapple. True story. Be there when you are with your loved ones – don’t answer those emails as soon as they come in, answer those emails in the morning and spend time with your loved one tonight.

Slide11

Now, just a reminder. Balance is horse-hockey. The PhD is hard work, and we mustn’t forget that. But achieving well in the PhD requires that you step back from the brink before you over-balance. Hard work is not your PhD, and the focus should be on building habits for life, not just now.

Less is more. Remember: Red Bull does not give you wings. You are what you eat. And the athlete builds to a pinnacle, trains, and executes.

 

The above was written for the University of Queensland Business School RHD Association PhD Camp on Stradbroke Island. Warning:  no-one attending the camp actually drank all that Mother energy drink.  That person was presumably off having his stomach pumped.  You may download the Powerpoint itself at SlideShare.

DevonThink Pro for PhD

Well I have been promising for a while to write a blog post on DevonThink.  On the details on how to use it and manage information.

This… is not that blog post.  This is an interim short post on DevonThink and why I replaced Evernote with DevonThink on the Mac.

But just a quick note to say that I do use DevonThink a lot in managing my phd research.  

Some highlights for me include:

  • Tagging of documents (I tag by author, journal, year, keywords, and reference [James & Huntley 2009]).
  • Seamless working with Preview so I can immediately open up a PDF and annotate it (highlights) straight into the database (saves back to where Devonthink does
  • Full text indexing of the OCRd PDF (and the fact that you can then copy the OCR’d text out of the PDF into a separate ‘quotations’ folder.  This is a DevonThink Pro feature.
  • I use smart folders to search quickly for the tags etc that I want (created several smart folders that you just double-click and edit the search criteria e.g. tags).
  • I have two folders – one for the original PDF documents, and another for quotations (I copy the quotation out of the PDF with page and paragraph reference, and put that in a comment when I cite it in my phd thesis).
  • Oh – for quotations, I tag it with the original paper, tag the quotation with any relevant keywords, and put the page order/para order in the title of the quotation (e.g. “p299 para3 Jones & Huntley (2006) provide a theoretical basis for the anomalous findings of Blake & Waldron (1976).”  That way when you do your search if you have multiple quotations from the same source you can see them in order and, perhaps a little, context.
  • The magic-hat searching is quite useful once you build a bit of a database up of papers – click the magic hat and you’ll see papers and quotations the AI thinks are relevant inside your database.

I am also exploring the RSS feeds from journals more, but they do seem very useful as the magic-hat will tell you if there are new publications (within reason) related to your topic area.

So… not the full post on DevonThink that I intended to create but this is a good potted summary of what matters to me.

Only negatives:  data is only in one place (doesn’t sync to multiple devices like EverNote – and no DropBox doesn’t count).  And Mac only – I am concerned that if I move platforms I won’t have access to my DevonThink work any more (files can be easily moved but the tagging I’m not so sure about).

Academic Writing Tips that work for commencing RHD and PhD students

Yesterday I reviewed a doctoral consortium paper for a fellow phd student here at UQ.  I thought I might as well put some of the comments I made up as a blog post.  I want to be sure I just document up some tips or advice for students writing their first doctoral consortium paper.  For some people the below will be old hat – for others, not so much.  As an early phd student you need to develop these skills.

Firstly be clear as to what your paper does and what the introduction needs to do:

I believe an introduction does the following:

– Attention grabbing statement of the problem.

– Mini-literature review

– Identify the next steps in the research area (motivation), and identify the scope of the research question

– Quick overview of research method

– What are your contributions?

– Roadmap to the rest of the document. I feel your introduction is too long (1page out of 7 and 591 words, which then cuts into the rest of your research proposal.

Caveat – your discipline may differ.

Don’t over-cite:

If a long list of papers that are only cited once are in the introduction without explanation, I think you need to cut them down for the introduction.  Unnecessarily blows out your reference list.

Which vs that:

Which should only follow a comma (kind of a golden rule).  P88 Strunk & White – go which-hunting ☺.  That refers to a specific item, which is for a class or non-restrictive group.

Have transition paragraphs at the beginning of sections – a style thing:

I think the role of this transition paragraph is to identify what is coming (“we will talk about this, then that, then this, and finally we can move to the next section to discuss X”). I feel this may be a bit long for this role – I think you should flag what is coming, but not describe how it works.

Another writing tip is to avoid long sentences.  And one-sentence paragraphs.

Don’t over-rely on the words of others:

Is the long quotation from this paper really required?  Takes space away from your own work.

Don’t use ‘it’ as it creates needless ambiguity.  Like one-sentence paragraphs, it’s a no-no.

Be careful with ‘because’:

Never start a sentence with ‘because’ – did Mrs Sandilands not teach you in Grade 2 ☺.  Maybe try ‘As’.

If you have a research model you have developed with labels, be sure that your discussion is consistent with the labels (i.e. section headings).  Also try to follow the same order throughout the paper.

Also be careful with word use:

Unless you are very clear on its meaning, a phrase like ‘unit of analysis’ is inviting trouble.  Use ‘focus’ e.g. “user experience is the unit of analysis” is better off as ‘user experience is the focus’.

Similarly confirm vs validate vs explore

An exploratory study explores your research model.  A confirmatory study confirms it.  Don’t’ have an an exploratory study validate your model, and don’t have a confirmatory study validate.  And don’t have a confirmatory study further validate the validatory study.  Does it ‘validate’ or ‘confirm’ ☺. I’d lose ‘further’ as it sounds like you validated it once, and you’re now validating it again, and it makes no sense to validate what is already valid. However, you can confirm a valid model.

It’s a bad idea to finish a writing section on a dot point:

You need a concluding paragraph here so you don’t finish on a bullet point.

In the conclusion:

I think you need to state earlier and more clearly, what are the practical and theoretical contributions? Theory first, practice second. I don’t see any contributions to practice identified?  Have a strong final concluding sentence – hopefully that reflects the theme of your strong opening sentences.

See I can blog occasionally.  The above tips are not everything, they are just the comments that I made and this is just a grab-bag of points.  As some readers may know I have written a template in Scrivener for academic writing (see http://michealaxelsen.com/blog/?p=839) that formalises some of these comments into a structure.  Although I’ve had struggles with Scrivener (http://michealaxelsen.com/blog/?p=2930) and I have to say I still haven’t come completely to grips with tables, I have found Scrivener to be a really useful writing tool.  I’ll probably change my mind again by morning tea as I battle tables.  

Post-Script:

Having just submitted a doctoral consortium research-in-progress paper, my supervisor was at pain to give me some solicited feedback on my own work :).

Don’t use words like innovative research design, significant contribution, or novel approach – such value-laden judgments are best left to the reader.  Leave these adjectives at home :).  

Thanks:  Micheal Axelsen

Mac OSX, Scrivener and Word for Academic writing

Well, about 18 months ago I bought a new Macbook Pro.  I had sworn that Mr Gates’ hegemony had to deliver on Windows 7, and, although it was OK, it was not quite to the standard I wanted.  So I thought that, as I am currently doing my phd full time, it would be a good idea to try out this Mac thing full time. On account of how my need for my computers to play well with others on a corporate network is less.

And, speaking as a Windows user of long standing,  generally it’s been a Good Thing.  Sure, the Macbook was expensive compared to the Windows equivalents, but then the software is generally cheaper and OSX just feels more bulletproof.  Of course, software development is a bit harder to get into (but then AppleScript is very good), but at least when Office 2011 came out they brought back VBA for Mac Office.  Thank goodness!

And there are two items of software on the Mac that I have coveted and used a lot since converting to the Mac side. Devonthink Pro is one that I have just not managed to find an equivalent for – which should be the subject of a future post – and Scrivener is the other.  In fact, I made a video on YouTube and a post here on my blog, and since it’s consistently my most popular blog post and video by a mile, there’s a lot of love for it.

So, I have adopted Scrivener for writing.  And it’s a great all-round writing package.  The structure, the mechanism behind it, and the ability to compile to many formats (including ebook) and slice-and-dice your writing is wonderful.  I of course also have Office 2011 for ‘other writing’ and for final formatting.

The default for most phd candidates is of course Word, and on the Mac that’s periodically been a beast competent at short writing but not so good at long writing.  However, I have recently been using it to write a large report for a client (55 pages, 20,000 words)  and in the space of 24 hours it lost me 6 hours’ (yes, even with auto recovery files being saved every 10 minutes).  I would be editing and moving text around in Microsoft Word and then I’d get the spinning wheel of death (see – I have turned into a Mac user). Word would just end up not responding.  And when you’re consulting for a client that is paying hourly, losing that many hours is not much fun for your hip pocket. Nothing like the market’s invisible hand to make you think about your software choice.

Turns out there is a bug with the ‘Smart Cut-and-Paste’ function – go to /Word /Preferences /Editing Options and turn off Smart Cut-and-Paste and that problem with Word in Office 2011 crashing should go away.  After I found that tip I proceed to write for a week without a single crash.  I had been blaming it for EndNote incompatibility but this document wasn’t using that and I’d disabled that functionality.

So.  Word on the Mac can be made to work.  Although you can still lose work, and it is dependent upon you regularly saving your document if you want to avoid wholesale problems (and saving is slow on Word).

And so to Scrivener.  I love Scrivener.  Mostly.  The structured approach is good and the ability to move your text around is fantastic.

However – there are several issues for academic writing.  Graphics were a problem for a while but I worked out you need to draw your diagram in another package (e.g. Powerpoint), save to PNG, import the image, and then scale the image to consistently be the width of the page (411 pixels, incidentally).

Firstly – and insurmountably – you do have to play with the world of others if you are a co-author with people.  If you are the primary author, then you can compile, send it to your co-authors, and have them mark it up with changes for you replicate in your document.  But it’s a bear if your supervisor says, ‘Just give me the electronic copy and I’ll finish the report for you’.  Particularly since styles and text tags (such as the <$n:table:demographics> table you have on page 6) don’t translate to tags in Word – when they are expecting these things.

Secondly – and I suspect uniquely to academic writing – Scrivener’s tables, well, there’s no better phrase to describe it:  Scrivener’s tables suck.  Mostly because if it’s anything other than a straight vanilla table with no merged cells and so on, aligning tables is pedantic.  And I know that that’s because it’s really OSX’s tables.  And I know that Microsoft Word’s tables are proprietary and thus evil.  But, the tables just cannot be made to work.  I had gotten to the stage where I would do the tables up specifically in Word, and then import the RTF document (putting all the tables in their own sub-directory, with the same name as the $n:table reference in Scrivener) into Scrivener.  And that sort of worked when it was compiled out.  But sort of not.

Thirdly, a lot of academic papers come with arbitrary word limits and requiring submission in Word.  I have just had a paper accepted at AMCIS that was ‘5000 words including tables and references’.  Great – so I have to compile with EndNote every time I want to know how many words this thing is (noting, I suppose, this is really a function of EndNote’s sulkiness and thus you have to do this with Word too).  But you end up compiling from Scrivener to RTF, formatting EndNote tokens, saving to DocX and then reviewing the final output and changing a word on page 4 – and now you have two copies of your paper.  Sigh.  So you track change that paper, and then re-input your changes back to Scrivener later… which is every bit as painful as it sounds.  And if you then edit the paper in Scrivener, you’ll have to re-do all that formatting again.

Finally – it is in the nature of the academic to procrastinate.  If a paper is due at 5pm, then at 4:55pm you will be madly checking the format.  One of the great things Scrivener does is separate the writing from the formatting.  But the formatting is integral – presentation is communication.  Formatting the paper can take Quite a While.  And as Styles in Scrivener don’t work as they do in Word, a decision to make your section headings 18 points instead of 16 points can really wreck your day.  This is a problem when you are up against a tight deadline.

So… I am conflicted with Scrivener.  I think that for writing the Great Australian Novel it is the perfect tool.  And being able to compile different versions of the same document is excellent as well.  However, there are a few issues that I am trying to get my head around to make it work for academic writing. I just may have to accept that I do not have the time to do that and thus may need to ‘stick with Word’ for my PhD.  As a bit of a ‘new tool’ buff, and being able to see the advantages of Scrivener, that hurts, but more procrastination just isn’t an option when you are past the journey to knowledge and wanting to graduate.

[Footnote:  Since writing this post, I have gone back to using Scrivener as Word crashes far too often on the Mac.  Word is fine for two page letters on the Mac but that’s as far as I’d trust it.  I have written an automatic style formatter in Word (very rough, very basic, and very ugly) that converts fonts of a certain size to a Heading 1, 2, 3 and 4 style in Word – see this post here:  Scrivener to Word Visual Basic Fromatter].

Aw Geez.

Aw geez. Just heard of the death of a geeky professional lady I used to work closely with. Yes, the Big C. She kept an anonymous blog detailing all her symptoms and everything. Reading it now I just want to make a comment on her blog and then thought, nope, too late. She can’t read it. 

She went out for dinner on 12th November and died peacefully four days. She was always such a good operator, even her anonymous blog is well written and thoughtful. 

Damn.

www.anecessaryend.com