Undergraduate Survival Guide: How to Read an Academic Article or Book

This post takes its inspiration from something I’m working on in one of my upper division courses this semester, which is guiding a group of History majors (and a couple of willing History minors) who are on the cusp of graduating through their first real research project. Like most undergraduates, they’ve written papers for which they’ve done research, but they haven’t done an actual research paper before and I am slowly coming to grips with the fact that there’s not a lot of great stuff out there to guide them through it.

So, as I did with the Grad School Survival Guide … I’m writing some of my own.

From my end (professor), it goes like this: I assign an article or part of a book in a class, and I ask my students what they think of it, and I get blank stares. And like many of my colleagues on the junior ends of things, I get a little frustrated.

What do you mean you don’t have any thoughts on the book?

And then I start thinking about one of the things that I admitted in the post I wrote for what eventually became the Grad School Survival Guide, that this is something:

  1. I had to learn how to do on my own
  2. I didn’t actually learn how to do until I was in graduate school …
  3. … the second time.

So, let me turn this around and imagine that I’m a student being handed an article by a professor who then proceeds to ask me what I thought of it.

The, um, font was pretty?

And the reason for this is that you have to change the way you think about what you’re reading, and also how you approach it.

Now, I’m talking mostly about books here, but if you have an article, keep reading. They’re structured similar to the way that books from academic presses are.

Where books come from and why it matters

You see, when two books love each other very much … (OK, OK, dad joke.)

When you first get to university, you probably encounter the corporately produced textbook. A lot of these are going open source (which I’m not against), but in the liberal arts (and some other fields), you’ll eventually get assigned a book that almost always has a Catchy Title: followed by one, two, or three things that make the title very long.

We’re not here to talk about textbooks, or I’ll be ranting all day and we’ll get nowhere. We’re here to talk about the other books you’re more likely to encounter in an upper division class. The ones you’re asked your thoughts about.

These fall into two categories, which often look very similar: books published by academic presses (these are almost always named for a university, plus a couple of others like Routledge or Bloomsbury), and books published by popular presses (these are names you’ll recognize: Doubleday, Knopf, Penguin, Random House, etc.).

There are different flavors of book: the most common is the monograph, so-called because it has a single author. You may also come across a book jointly written by more than one author, in which it’s not clear who wrote what, or an edited volume, in which each chapter is written by a different person.

Academic presses

For most academics (people with Ph.Ds), the gold standard from our perspective is putting our research out with academic presses. There are many reasons for this, and they are not relevant here. The biggest difference between a book from an academic press and a popular press (other than the cost) is that most books from most academic presses (yes, I’m adding qualifiers so I don’t get loads of comments) go through a process known as double blind peer review. (Most articles in academic journals go through the same process).

This is a process where I, an author, send my manuscript to the publisher who sends it to two reviewers without any information that identifies me as the author. The reviewers read the manuscript and give feedback to the press (“is this book worth publishing?”) and to the author (“this area seems weak, can you find more sources?”) The publisher then sends me their feedback without telling me who they are (hence, the double-blind aspect).

So, academic books have been reviewed (theoretically) by someone who knows something about the subject being discussed and has told the press that the book is worth publishing. The flip side–and the reason I’m telling you about the different kinds of presses–is that most authors don’t actually include “this book was peer reviewed” in their introduction. Occasionally you’ll see a reference to the “anonymous reviewers” in the list of people the author thanks in their intro, but that’s about it.

Popular presses

Popular press books are also reviewed prior to publication, but the process is different. Some academic authors send their manuscripts to them, just structured for a different audience (more on that in a bit). In other cases, the press might seek someone out who knows about a topic they’re keen to publish on, sometimes quickly (hence the number of books that appear after elections and major events–these are solicited by publishing houses because they know people will by them).

Review at popular presses isn’t always blind, and it may also focus more on publishability (“is the book readable and understandable?”) than it does on the quality of the content in the way that an academic press might. This is not to say that books published by popular presses are better or worse (and if your professor assigned it, it’s probably for good reason), but it is something to keep in mind, especially if you’re doing a research project and wandering through the stacks or doing an online search for suitable material.

Photo by Tara Winstead on Pexels.com

I have a book in my hand. Now what?

Nearly all academic books have the same structure:

  1. Presentation of argument
  2. Historiography
  3. Plan

This will almost always be in the introductory chapter (which, depending on the press, may be titled “introduction” or Chapter 1). In books published by popular presses, however, the historiography section may appear in the notes.

Academic articles will have a presentation of argument and a historiography; they may be ordered differently, and usually they don’t have a plan because they’re not long enough.

Let’s look at what each of these entail:

Presentation of argument

This is where the author offers their thesis or argument. This is the key difference between a survey book or a textbook and an academic book, and why your instructor has different expectations of what you’ll get out of it: rather than a recitation of facts, the author has compiled material to support their thesis, which is an evidence-driven argument that is presented in the rest of the book.

In the early part of the introductory chapter, the author will give background information, and, in the typical style you learned in high school, will begin to narrow their topic before the thesis statement appears. It will look like:

  1. [Name of book] argues that …
  2. In [Name of book], I explore … by …
  3. a definitive statement that is followed by a lot of persuasive language (“will show”). These are a little harder to find, but you’ll notice that the progression of information stops and there’s a lot of discussion about this sentence.

This is the sentence you want to identify, highlight, write in the margins if it’s your book, etc. This is what the book is actually about. Everything else in the book is the author’s attempt to demonstrate the accuracy of this statement.

Historiography

Shortly thereafter, you will see reference to other scholars, authors, books, and articles. It’s probably not the most interesting section and you’ll be tempted to skip it. If you’re engaging on a research paper or project, though, you really shouldn’t because this section will tell you who else has written on this topic and how the book you’re reading fits in with them: agreement, disagreement, filling in a gap, answering a question posed, etc.

In a book from a popular press, this section is more likely to appear in the notes section at the end of the book, rather than within the text itself.

Historiography, as the name suggests, is specific to the discipline of history: it’s the study of how people have written about history.

The technical name for an in-line (meaning: it appears within the text itself, rather than as an appendix) historiographical section is a literature review. If it’s appended to the end, and shows as a list of books with notes about each title, it’s an annotated bibliography. These two terms are not discipline-specific to history, although their structure and format can differ in other areas of study. If you have to write one, ask your instructor for guidance.

Plan

The plan section is one of the most important sections of the introduction, but it is also the section most students skip right over. This is actually a mistake.

The plan outlines the book, chapter by chapter, and is where the author lays out how they’re going to structure the presentation of evidence in support of their argument. In Chapter 1, I’ll do this. In Chapter 2, I’ll do that. And so on.

This is actually very important if you’re expected to present part of the book in class, because you’ll want to be able to explain how your chapter follows the ones that come before, and sets up the ones that come after. You shouldn’t have to figure it out for yourself!

The rest of the book

I’m not going to cover the mechanics of reading, but a word to the wise: if you’re covering an entire book in one or two class sessions, it’s not likely you’ll be asked to recite data covered on page 84. The discussion is most likely to cover the book’s argument and how well the author did demonstrating their point.

And you can read accordingly: efficiently and quickly. Generally you want to read the chapter introduction and conclusion, and read the first and last sentence of each paragraph; if you don’t understand the progression, then skim the paragraph itself.

Pay attention to the flow of the argument, and don’t be afraid to take note of logic leaps or things that don’t entirely make sense. These are good starting points for discussion in class.

Practice, practice, practice

The easiest way to get used to identifying these parts of a book is practice locating them. Go to the library, pick up a few random titles, and see if you can do it. The more accustomed you become to identifying these structural elements, the easier it will be to get what you need out of a book quickly–and correctly–and also to have an answer when your professor asks what you thought of the reading.

New Publication Alert!

In my new article, I go back to the incident that started me down the whole history of medicine track in the first place: the cholera outbreak of 1883 in Egypt.

The new article is called “Trial by Virus: Colonial Medicine and the 1883 Cholera in Egypt” and it’s in the spring 2023 issue (24:1) of the Journal of Colonialism and Colonial History.

In it, I explore how public health was transformed in Egypt soon after its occupation by Great Britain in 1882. Over the course of the nineteenth century, the Egyptian state had invested substantially in health to boost the nation’s economic and military strength, and, especially after the opening of the Suez Canal in 1869, to address European concerns about the potential for diseases to be transmitted along trade routes. In the process, a certain amount of negotiation was required with the Egyptian population regarding how treatment would be delivered, by whom, and where.

The 1883 outbreak of cholera—one of the most feared diseases in the 19th century—provided the newly established Anglo-Egyptian government with an opportunity to restructure the public health infrastructure in Egypt in a way that reduced cost significantly (an important factor, given that Egypt was heavily indebted to British and French banks). The Anglo-Egyptian administration’s new policies were based on attitudes about what constituted modern medical practice, the appropriate relationship between medical provider and consumer, and the ways in which the consumer was expected to behave.

I argue that this is a key moment of transition in which public health in Egypt came to bear the hallmarks of “colonial medicine,” a system that has been described throughout much of the colonized world, in which personal hygiene practices and the acceptance of medical care were seen as necessary markers of modernity and progress—even when such restrictions came at the expense of nearly fifty thousand Egyptian lives.

Full text for readers with institutional access to Project MUSE at muse.jhu.edu/article/886997.

Readers without institutional access can find a link to the full text of the article here.

Back in the saddle

It’s been quite a while since I’ve posted anything here; once I finished the Grad School Survival Guide I kind of ran out of steam (especially since I sat on the job market not moving for quite a while — writing a “how-to” guide on how to be a Ph.D. collecting unemployment, as I did in the spring of 2021, just didn’t seem all that enticing).

So, very quick life update: at the last moment–literally, I had made up my mind to pursue opportunities outside of academia if this didn’t work out–I found a full time position at Our Lady of the Lake University in San Antonio (about 75 minutes away, which, in all honesty, isn’t a bad commute for the Greater Austin area).

Also, it kind of looks like Hogwarts.

I didn’t know OLLU was the kind of community I was looking for, but it turns out to be a pretty good fit for me: first off, I don’t have to move (the idea of living apart appealed to neither of us), but, secondly, as OLLU is a teaching institution, I can continue research and writing at my pace, but not with the pressure that comes with the tenure track at an R1–which was not something I particularly wanted to deal with.

My next article, which will be out in the spring in the Journal of Colonialism and Colonial History, sat in revision for 16 months (admittedly, I didn’t look at it for 15 of 16 of those months), but that’s how things are with COVID. I don’t need someone breathing down my neck about it.

Plus, people are nice at OLLU. We all say hi in the morning. And, even though the school is going through an enrollment crunch and budget issues like everywhere else, everyone seems pretty determined to make the most of it with what we have.

Plus, as the world history half of the history program, I have the opportunity to reimagine course offerings in line with the school’s identity as a majority Mexican-American campus as that aspect of the curriculum continues to be emphasized. I really am very lucky, in so many ways.

I was particularly fortunate because about six weeks after being offered the job, I found out that I’d been awarded a Fulbright US scholar grant … and OLLU let me take half of my first year off to do it. (Again, I am very lucky).

Which is why I find myself this morning in Cairo, drinking a cup of mint tea and typing furiously on my computer in my apartment that does not have a view of the Nile (it faces the wrong way and also it’s not actually on the Nile).

I’m back in the saddle, working on my book again. I’ve put out a couple of articles based on material from the dissertation, and the heavy critique on both is that they don’t have very many sources in Arabic, or from the Egyptian point of view. This is both fair and unsurprising; in 2016 when I was working on my dissertation I was unable to travel to Egypt, so I had to do nearly all of my work in the British National Archives.

I’d been intending for a while to try to get back here and acquire some of the sources I would need to revise the manuscript, and now I have the funding to do so. Life in Cairo has its difficulties (I stumbled into a tourist scam yesterday with eyes wide open and my pride is still a bit wounded), but it’s manageable.

In all honesty this isn’t the first post I’ve made about this research trip, but some of the posts will, by necessity, be password protected and written for a select group of friends, family, and colleagues until I leave Egypt. (And, remember, my book is about World War I, so, no, I don’t know anything about the mummies they just found. Stop asking me about mummies.)

So, it’s time to dust this thing off and see where it goes. Come along with me on this adventure!

History of Medicine in the MENA Zotero Group

(crossposted from https://histmedmena.hcommons.org/2021/03/25/zotero-group/)

Note: I’ve been active as my professional alter-ego on Humanities Commons, where a colleague and I have set up a group for scholars interested in the history of medicine in the Middle East and North Africa, which is what I do professionally.

Are you a Zotero user? (and if not, why not?)

We’ve set up a shared Zotero group–join and contribute your entries, and let’s create a shared bibliography detailing the history of medicine in the Middle East and North Africa!

Read on for description and instructions.

Continue reading “History of Medicine in the MENA Zotero Group”

Moving the Cheese

Many years ago, when I was still working in educational outreach, I consulted with the state of Texas on a curriculum project. The project was poorly managed, and run in the most baffling manner imaginable, neither of which is relevant to the story here.

For some time, after the new product was rolled out, we would occasionally be asked to respond to questions from the field — that is, to say, the teachers who actually used the curriculum in their classroom. And some of the questions were, quite frankly, hostile.

When I commented on this to our contact, she laughed and said, “Oh, don’t take it personally. You moved the cheese, is all.” She then went on to explain that teachers have their favorite subjects–now with several years in a classroom under my belt, I understand this–and, with standards- and test-driven education, sometimes when the lessons are changed or removed from the curriculum, people get upset. Ultimately, she said, it was a bit like what happens when you’re training a mouse to run through a maze, and then you move the cheese.

Inasmuch as I recognize that comparing teachers scrambling to address ever changing standards to mice in a maze is both inappropriate and weirdly apt, the phrase “you moved the cheese” has stuck with me.

I’ve tried to keep it in mind as I have observed some of the goings on in higher academia, much of which I’ve witnessed in the format of reviews. As I advised students preparing to write their own first book reviews, a good reviewer needs to approach the text on its own terms, not on the basis of “I wouldn’t have written this.” This may be true, but you also didn’t write it. Someone else did who isn’t you, and it’s not fair to punish them for the crime of not being you.

My very first peer reviewed article (still forthcoming, a year after acceptance) was a lesson in reminding myself not to take things personally. And this was hard. My proverbial Reviewer 2 sent a three-page single-spaced critique of my article (which, confusingly, had been accepted with revisions).

The major problem, as I realized, was that in editing it for the submission I had cut the literature review out to move it earlier in the piece, and had forgotten to paste it back in. Reviewer 2 started off by pointing out that I did not engage with the literature. Fair point. Of course, I actually had, but he (for the tone makes his gender clear) didn’t know that.

Reviewer 2 then proceeded to inform me which books I should look at. It was clear that Reviewer 2 was not in my subfield and had done a very quick library catalog search, for the titles were temporally or geographically irrelevant to the topic of the article (or both).

Reviewer 2 then went on to excoriate me for the lack of Arabic sources (which I had addressed in the text), and, by way of insinuating what a lazy, sloppy researcher I must be, informed myself and the editor that “these things are all available online now.”

Having spent most of the process of writing my dissertation attempting to psychically will such online resources into existence, this was news to me (it was also incorrect). Now on a roll, Reviewer 2 then proceeded to list three issues of a journal which were online and that I had looked at as further evidence of my laxness.

By this point, of course, I was nearly breathing into a paper bag. Eventually, when I examined said online journal, I realized that I had been correct–the articles cited by Reviewer 2 did not say what he claimed they had, and were of only marginal use–mainly to address the major bugbear about not the article not having enough sources in Arabic.

Further correspondence with the editor revealed that he, also, didn’t find Reviewer 2’s comments particularly helpful (hence the acceptance with revisions). It was also clear that, despite his insistence that I had not engaged with the literature on the topic, Reviewer 2 was not in a place to provide any qualitative guidance on that front, either. Within a month, I had restored the the literature review to its rightful place, made a few other tweaks, got my final acceptance, and the article moved on to the land of the never-ending production queue.

I don’t know which block of cheese I moved to earn Reviewer 2’s ire, but I found the episode instructive, if not particularly useful. First, being courteous is always a plus. Reviewer 1 managed that, with equally deep but constructive criticism that I employed quickly and without much fuss.

It also made me more aware of what happens when the cheese gets moved.


Recently, a Twitter-friend, Sarah Pearce (NYU), published a review essay that focused on Geraldine Heng’s much-lauded The Invention of Race in the Middle Ages. I admire Pearce’s work — she is nothing if not thorough and thinks about things in a way that I can only dream of (perhaps not pleasant dreams, as I have never been one to think about how people think about things, but that’s what makes academia interesting).

Pearce knew going into this that she was fighting an uphill battle. Heng is a medievalist; medieval studies has been plagued with problems relating to race, racialism, and racism, with no less than the likes of Milo FakeGreekAlopoulos “weighing in” on the matter (because if our middle ages weren’t lily white, then what do we have? I guess?).

The review essay is quite detailed, and it’s worth reading — I was fortunate to be able to read it in draft form. Some of the language is, admittedly, a little harsher than I might adopt on my own, but I’m also both conflict-averse and don’t have a permanent job.

Pearce’s argument boils down to this: Heng’s work is a notable first attempt at trying to rethink race and race-stand-ins in a medieval context, but when it came to the way she represents Jews in her book, she does not successfully decolonize her own approach — in short, medieval studies is a field that peers out at the rest of the world from English Christendom, and the book’s framing of English Jews is, in Pearce’s opinion, unable to escape this Christian-centered framework.

To continue with my analogy: Pearce recognizes that Heng has correctly identified the need to move the cheese, but argues that the framework Heng proposes wasn’t entirely successful.

When Pearce put the essay out on Twitter, reaction was fairly swift and rather polarized, as one might expect. Heng, herself, is a bit of a polarizing figure. A number of other colleagues have described her as wonderfully supportive, especially of junior colleagues. A number of other colleagues have also described her as difficult to work with and impervious to criticism.

The Invention of Race arrived at a critical moment in the field, and was able to provide a focus for much of the conversation; Pearce argues that the book’s timing and lauded effort shouldn’t overshadow critical review of certain structural arguments in the book.

At no point does Heng’s ethnicity or gender enter the context of the review (nor should it have done). The review is meticulous about engaging with the text. However, much of the early criticism–I shan’t name names–revolved around the idea that Pearce was arguing for the silencing or erasure of a colleague of color (Heng is from Singapore).

One particularly adamant critic suggested that Pearce was only able to publish such a lengthy review because she is white, and went on–whether this was deliberate or thrown out in the heat of the moment, I cannot say–to imply, if not state outright, that white scholars should not be allowed to critique scholars of color. Fortunately, most of the critical commentary was less hostile than this, but the conversation was lengthy and lively.

The question of race–ironic, given that it was brought up regarding a review of a book about race–is, obviously touchy. What struck me about the adamant tone of this particular critic is the degree with which they self-identified with Heng’s work, and needed the way that Heng had moved the cheese to be perfect.

And it is the need for perfection–and the absolute unwillingness to consider the possibility that there might be imperfection or further adjustments necessary–that I found perplexing. Because, of course, once again, the issue isn’t about what’s on the page, it’s about emotional reactions to challenging those ideas.


This whole episode resonated with me because so many of the foundational works–the cheese movers, if you will–in my field have been problematic. Books need not be perfect in order to be important. Sometimes the most important books are flawed–sometimes even on purpose–in order to generate conversations about opening new lines of scholarship or taking a different approach to a long standing core narrative.

Edward Said’s Orientalism, for example, was almost universally panned when it was first published (and not just by people named in it). Said, a professor of Comparative Literature, took on nearly every subfield in the humanities and social sciences, and was roundly scolded for not having stayed in his lane. The book, quite frankly, also isn’t that readable: I’ve pretty much made it through the introduction and I paraphrase the argument for students because I can’t bear to assign a text I’m fairly certain no one will read.

Still, some people absolutely adore the book, and the message contained within. At a plenary session at the 1998 Middle East Studies Association’s (MESA) annual conference, which coincided with the 20th anniversary of the publication of Orientalism, Said–after slyly pointing out that he’d had MESA in mind when he wrote the book (cue laughter from “woke” audience)–sheepishly admitted that he had intended the book to be a conversation starter, and had been a bit surprised that so many people adopted it as a functional paradigm for the field.

Indeed, some of his critics who were in the room that evening (most of whom split off to form a second association shortly thereafter) delivered thunderous denunciations from the floor, until Homi Bhabha clapped back … it really was a once in a lifetime event for so many reasons. It even inspired me to try to re-read Orientalism, which I quickly gave up on, because the book really is one dense puppy.

Similarly, Patricia Crone and Michael Cook’s Hagarism was also hugely influential in the field of early Islamic studies, even if most of the people who wrote negative reviews took it seriously. In this case, it was kind of a shoddy book on purpose, intended to demonstrate that the narrative of Islam’s origins could be substantially altered if one applied the same level of source criticism to the narrative that, as Crone stated in the introduction to Meccan Trade and the Rise of Islam are applied to nearly every other historical subfield. The book was resoundly trashed by the same scholars across whose bow it was intended to fire, most of whom excoriated the two young upstarts for daring to suggest that the cheese even needed moving, let alone how to move it.

Four decades later, however, the challenge has been taken up. Very few people read Hagarism anymore — I tried once and gave up on page 3 — it achieved its purpose in throwing down the gauntlet to scholars in a field that wasn’t moving in the right direction. The reason people don’t read it anymore is that it’s been supplanted by actual scholarship that proves, disproves, and leaves open to question parts of the traditional narrative, which was the intent all along.


Some of you may remember that I originally posted this, and then it vanished for a bit. In this section, I discussed the controversy that has since become known as Selimgate, which now has its own Wikipedia entry. I have withdrawn my comments, under duress, after having been contacted by one of the parties involved. I will refrain from further editorial comment.

And I emphasize that this goes against every single instinct I have, because this is a story that I am itching to tell. But given that other colleagues have been thrown under the bus by their institutions for exercising their rights of free speech and observation, I must bear in mind that I don’t even currently have an institution that could do so. I must protect myself … and believe me, that is the only reason I am doing so.

I will simply quote the venerable Natalie Zemon Davis here:

Reviewing always rests on assumptions about community, about what persons we define as engaged in a common task, about what books should be included in our historical exchange and with what standing, and about shared criteria or evaluation.

For quarrels to hold a community together and innovate, much depends on the frame and the language.this means recognizing and embracing the diversity of stances within the membership, …  so that we can talk as allies in the common task of Donna Haraway’s engaged criticism.

I wish I had a clearer way to wrap up this lengthy piece, one that I haven’t said before, over and over, but ultimately, I find myself back in the same place that I, and others, have been time and again. Academia is rife with pettiness and drama. Scholars hoard their research for fear of it being stolen–I, myself, have been very resistant to sharing any of my pre-press work with people I don’t know. This is the world in which we live and work, and, yes, some times I do wonder why.

At the same time, however, our fields have methodologies and established means of “doing” scholarship for a reason: these are the criteria upon which our work is judged; more to the point they are the criteria upon which we expect our work to be judged. When we stray outside of these — that is, to say, when we pile on the cheese movers and refuse to legitimate their efforts by focusing on everything but the product presented for review — we ultimately wind up making ourselves look foolish and petty.

There are too many foes out there waiting in the wings to discredit, de-legitimate, and defund. The last thing we need is to be doing it to each other.