MGU Library and Humanities Series
Research Methods and Information Literacy
Question · Search · Evaluate · Organize · Synthesize · Cite · Present
Back Matter
MGU Library and Humanities Series  ·  Library Textbook Edition

Back Matter:
Quick-Reference
Toolkit

Thirty-one planners, worksheets, checklists, templates, and quick guides for every stage of the research process — organized for fast lookup, not sequential reading

■ Companion to Chapters 1–48 ■

Research Methods and Information Literacy  ·  Library Textbook Edition

A Toolkit, Not a Chapter

The tools collected here are built for lookup, not for reading start to finish. Each one is a single page or a short cluster of pages you can open in the middle of a research project — when you are stuck choosing a database, unsure whether a source counts as primary or secondary, second-guessing a citation, or trying to decide if a claim circulating online deserves your trust.

Every tool ties back to a model or checklist introduced somewhere in Chapters 1 through 48. Where a tool draws on one of the textbook's five core models — the MGU Research Question Model, the MGU Source Evaluation Model, the MGU Misinformation Check, the MGU Research Note Model, or the MGU Synthesis Model — that connection is named directly, so you can flip back to the full explanation if you need the reasoning behind the tool rather than just the tool itself.

Use this section the way you would use a library reference desk: walk up with a specific problem, find the page that answers it, apply it, and move on. The goal is the same one that runs through the whole textbook — do not merely find information; earn trust in information — applied here in the most practical form possible.

Tools 1–3
Research Question Planner · Topic Narrowing Worksheet · Keyword and Search Term Worksheet
Companion to Chapters 6, 7, and 9
Tool 1
Research Question Planner

Use this to turn a broad topic into a focused, researchable question. Built on the MGU Research Question Model.

  • TopicThe broad subject you start with, in a few words.
  • Focused IssueOne specific angle, debate, population, or problem within that topic.
  • QuestionA single sentence ending in a question mark. Descriptive, analytical, or argument question?
  • PurposeWhy you are asking this — to explain, to argue, to compare, to solve a problem.
  • ScopeTime period, place, population, or discipline boundaries that keep the project manageable.
  • Evidence NeededWhat kinds of sources or data would actually answer this question — data, case studies, primary documents, expert opinion.
Quick Test

If you cannot fill in the Evidence Needed row, the question is not yet researchable. Go back and narrow the Focused Issue row first.

Tool 2
Topic Narrowing Worksheet

Use this when a topic is too broad to research in the time and length you have. Work down each row until the topic feels specific enough to search.

Narrowing LensAsk YourselfYour Narrowed Version
TimeWhat years or period am I actually interested in?
PlaceWhat country, region, or institution?
PopulationWhich group of people, organizations, or cases?
Cause or EffectAm I asking what caused this, or what it caused?
ComparisonAm I comparing two things, periods, or places?
Debate or ProblemWhat is the specific disagreement or unsolved problem?
Common Mistake

Narrowing only the wording of a topic without narrowing its scope. "Social media's effects" and "the effects of social media" are the same size topic in different words — neither is narrow enough to research well.

Tool 3
Keyword and Search Term Worksheet

Use this before your first database or catalog search. Translate your research question into the vocabulary a search system will actually match.

Concept From Your QuestionSynonyms / Related TermsBroader TermNarrower Term
Worked Example
Question: "How has remote work affected employee mental health since 2020?"
Concepts: remote work · employee mental health · since 2020
Synonyms: telework, work from home, hybrid work / psychological wellbeing, burnout, stress
Broader: workplace policy / occupational health
Narrower: Zoom fatigue, hybrid scheduling
Tools 9–10
Source Type Reference Chart · Primary, Secondary, and Tertiary Source Guide
Companion to Chapters 11–16
Tool 9
Source Type Reference Chart
Source TypeBest Used ForCaution
Scholarly journal articleEstablished findings, methods, literature reviewCan be highly specialized; check date for currency
Book / monographDeep, sustained treatment of a subjectSlower to publish than articles; check edition/date
News reportRecent events, timelines, public reactionEarly reporting may be incomplete or revised later
Government report / dataOfficial statistics, policy, legal factsCheck agency and methodology, not just the headline number
Website / organization pageOrganizational positions, practical informationCheck who runs the site and what they are selling or advocating
Social media postPublic reaction, breaking information, primary voiceRarely verified; treat as a lead, not as confirmed evidence
Encyclopedia / reference workBackground and orientation onlyNot a citable source for an argument's main evidence
Tool 10
Primary, Secondary, and Tertiary Source Guide
CategoryDefinitionExamples
PrimaryDirect, firsthand evidence created at the time of the event or by the people involvedDiaries, interviews, raw data, legislation, original research articles, photographs
SecondaryAnalysis, interpretation, or commentary created after the fact, about primary materialJournal articles analyzing data, history books, literary criticism, documentaries
TertiarySummaries or compilations of secondary and primary materialEncyclopedias, textbooks, dictionaries, almanacs
Remember

The same source can shift category depending on your question. A newspaper article is primary evidence about how an event was reported, but secondary evidence about the event itself.

Tools 11–16
Source Evaluation · Misinformation · Fact-Checking · Lateral Reading · Data and Chart · Visual Evidence
Companion to Chapters 25–32
Tool 11
Source Evaluation Checklist

Built on the MGU Source Evaluation Model.

Evaluate This Source
  • Relevance — Does it actually address my research question?
  • Authority — Who created it, and what qualifies them to speak on this?
  • Evidence — What support is offered for its claims?
  • Accuracy — Can its claims be confirmed elsewhere?
  • Purpose — Why was this created — to inform, persuade, sell, or entertain?
  • Currency — Is it recent enough for my topic, or does it need to be?
  • Context — What is missing, and what surrounds this source?
Tool 12
Misinformation and Disinformation Checklist

Built on the MGU Misinformation Check.

Before You Trust or Share a Claim
  • Who made it?
  • What is the claim, exactly?
  • What evidence is offered?
  • What is missing?
  • Can another reliable source confirm it?
  • Is the emotional reaction stronger than the evidence?
  • Has the source been altered, misrepresented, or taken out of context?
Tool 13
Fact-Checking Workflow
  1. Isolate the specific claim — strip away tone and framing.
  2. Trace the claim to its original source.
  3. Read laterally: open new tabs and see what independent sources say about the claim and its source.
  4. Check the date — is this claim being recirculated out of its original time context?
  5. Compare at least two independent, reliable sources.
  6. Consult a subject expert or institution if the claim is technical or high-stakes.
  7. Decide: confirmed, false, unverifiable, or true-but-missing-context — and treat each differently.
Tool 14
Lateral Reading Guide

Use this instead of reading deeper into a single suspicious page.

The Method
Leave the page to evaluate the page
1. Open a new tab. 2. Search the name of the site or author. 3. Search the specific claim in quotation marks. 4. Check what fact-checkers or other outlets say about both. 5. Return to the original source with that context in hand.
Avoid

Judging a source only by how it looks or how confident its tone is. Design and tone are not evidence of accuracy.

Tool 15
Data and Chart Evaluation Guide
CheckQuestion to Ask
Sample sizeHow many cases, and is that enough to support the claim?
AxesDo the axes start at zero? Are scales consistent and labeled?
Average vs. spreadDoes an average hide important variation?
Correlation vs. causationDoes the source claim causation when it has only shown correlation?
Cherry-pickingIs this the full dataset, or a selectively chosen slice?
Source of dataWho collected it, and how?
Tool 16
Visual Evidence Verification Guide
  1. Check the caption and surrounding context — does the image actually show what is claimed?
  2. Look for signs of cropping or selective framing.
  3. Run a reverse image search to find the image's original source and date.
  4. Watch for signs of AI generation or editing: inconsistent lighting, distorted detail, repeated patterns.
  5. For video, check whether the clip has been slowed, sped up, or taken out of sequence.
  6. Confirm the date and location independently before treating the image as evidence of a specific event.
Tools 17–22
Research Log · Reading Log · Annotated Bibliography · Note-Taking · Quotation/Summary/Paraphrase · Synthesis Matrix
Companion to Chapters 33–38
Tool 17
Research Log Template
DateSearch Tool / DatabaseSearch Terms UsedResult / Decision
Why Keep This

A research log prevents repeated dead-end searches and gives you a defensible record of how thoroughly you searched.

Tool 18
Reading Log Template
  • SourceCitation information, recorded immediately.
  • Date Read
  • Main PointOne or two sentences in your own words.
  • Relevant SectionsPage numbers or timestamps worth revisiting.
  • Initial ReactionQuestions, doubts, connections to other sources.
Tool 19
Annotated Bibliography Template
Entry Structure
Citation, then a short paragraph covering:
1. Summary — what the source argues or reports.
2. Evaluation — its credibility, method, and limits.
3. Usefulness — how it will be used in your project.
Common Mistake

Writing only a summary. An annotation without evaluation and usefulness is a description, not an annotated bibliography entry.

Tool 20
Note-Taking Template

Built on the MGU Research Note Model.

  • Source
  • Summary
  • Key Evidence
  • QuotationExact words, in quotation marks, with page number.
  • ParaphraseYour own words and sentence structure, with page number.
  • Usefulness
  • Limits
  • Citation Information
Tool 21
Quotation, Summary, and Paraphrase Guide
Note TypeWhen to UseRule
QuotationWording itself matters — precise, memorable, or legally significant phrasingExact words, quotation marks, page number
ParaphraseYou need the idea but not the exact wordingYour own words and sentence structure, page number still recorded
SummaryYou need the overall point of a longer passageCondensed, your own words, captures only the main idea
Patchwriting Warning

Swapping a few words in the original sentence while keeping its structure is not paraphrase. It is a citation problem even when a citation is present.

Tool 22
Synthesis Matrix Template

Built on the MGU Synthesis Model.

Theme / IssueSource ASource BSource CPattern or Gap
Reading the Matrix

Fill rows by theme, not by source. The empty cells often reveal exactly where sources disagree or where evidence is missing.

Tools 23–28
MLA · APA · Chicago Quick Guides · Citation Troubleshooting · Academic Integrity · Responsible AI Use
Companion to Chapters 39–45
Tool 23
MLA Quick Guide
In-Text (Author-Page)
(Author's Last Name Page Number) Example: (Garcia 42)
Works Cited — Book
Last Name, First Name. Title of Book. Publisher, Year.
Works Cited — Journal Article
Last Name, First Name. "Title of Article." Title of Journal, vol. #, no. #, Year, pp. ##–##.
Tool 24
APA Quick Guide
In-Text (Author-Date)
(Author's Last Name, Year) Example: (Garcia, 2021)
References — Book
Last Name, F. M. (Year). Title of work. Publisher.
References — Journal Article
Last Name, F. M. (Year). Title of article. Title of Journal, Volume(Issue), pages.
Tool 25
Chicago Quick Guide
Notes-Bibliography — Footnote
First Name Last Name, Title of Book (Place: Publisher, Year), page.
Notes-Bibliography — Bibliography Entry
Last Name, First Name. Title of Book. Place: Publisher, Year.
Author-Date Variant — In-Text
(Last Name Year, page)
Tool 26
Citation Troubleshooting Guide
ProblemFix
No author listedUse organization name, or move title to author position per your style
No date listedUse "n.d." (MLA/APA) and search for an archived or print version with a date if possible
Source has no page numbersUse paragraph numbers, headings, or omit the locator per style rules
Citation generator output looks offCheck it manually against the official style guide — generators frequently misformat titles and punctuation
Same author, multiple sourcesAdd a short title or letter (a, b) to distinguish in-text citations
Tool 27
Academic Integrity Guide
Self-Check Before Submitting
  • Every quotation has quotation marks and a page reference.
  • Every paraphrase is in my own words and sentence structure, with a citation.
  • Every statistic, data point, or specific claim from a source is cited.
  • My works cited / references list matches every in-text citation.
  • I have not reused substantial material from my own previous assignments without permission.
  • Any AI assistance has been disclosed according to my assignment's policy.
Tool 28
Responsible AI Use Checklist
Before Using AI in Research
  • I have checked my assignment's AI policy and disclosure requirements.
  • I treat AI output as a starting point, not an authority.
  • I have independently verified any fact, statistic, or citation an AI tool produced.
  • I have checked that any source an AI tool named actually exists.
  • I understand I remain responsible for the accuracy and originality of my submitted work.
Hallucinated Citations

AI tools can generate citations to sources that do not exist. Always verify a source independently before citing it.

Tools 29–30
Research Paper Planner · Research Presentation Planner
Companion to Chapters 46–47
Tool 29
Research Paper Planner
SectionPurpose
Working ThesisOne sentence stating your central, evidence-based claim
IntroductionContext, focused issue, and thesis
Body SectionsOne main point per section, each supported and analyzed with evidence
CounterargumentThe strongest opposing view, addressed honestly
ConclusionWhat the evidence shows, and what remains uncertain
Works Cited / ReferencesChecked against every in-text citation
Tool 30
Research Presentation Planner
  • AudienceWho is listening, and what do they already know?
  • Time Limit
  • Core MessageOne sentence your audience should remember.
  • Visual EvidenceWhich chart, image, or data point earns a slide?
  • Anticipated Questions

Glossary of Research and Information Literacy Terms

authority
The qualifications, expertise, or institutional standing that make a source's claims worth trusting on a given topic.
citation chaining
Following a source's references backward, or finding who cited it forward, to discover related sources.
controlled vocabulary
A standardized set of subject terms used by catalogs and databases to index sources consistently.
credibility
The degree to which a source can be trusted, based on accuracy, authority, and transparency about evidence.
disinformation
False information spread deliberately, with intent to mislead.
lateral reading
Verifying a source by opening other tabs to research the source itself, rather than reading deeper into it.
malinformation
Genuine information shared in a misleading context or for a harmful purpose.
misinformation
False or inaccurate information spread without intent to deceive.
patchwriting
Lightly altering a source's wording while keeping its sentence structure — a form of plagiarism even when cited.
peer review
The process by which scholarly work is evaluated by experts in the field before publication.
primary source
Firsthand evidence created at the time of an event or by those directly involved.
secondary source
Analysis or interpretation of primary material created after the fact.
subject heading
A standardized term assigned to a source to describe its content for catalog and database searching.
synthesis
Combining information from multiple sources to form a broader understanding, beyond summarizing each one.
tertiary source
A summary or compilation of primary and secondary material, such as an encyclopedia.
triangulation
Confirming a claim by checking it against multiple independent, reliable sources.

Index

A
B
C
D
F
K
L
M
N
P
R
S
T
V
MGU Library Connection