Section 4: Working with Sources
Evaluating Sources
Thinking Critically About Sources
Evaluating sources for relevance, currency, and credibility is one of the most complex tasks when working on a research project.
To evaluate a source, you have to answer three questions about it:
- Is this source relevant to my research question?
- Is this source recent enough (or created in the appropriate time period)?
- Is this a credible source–a source my audience and I should be able to trust?
The first two are intertwined and answered simultaneously as you’re looking for sources. Answer the third question about those sources when you have decided which sources are relevant and recent enough.
You should be able to answer “yes” to these three questions about each source you cite for a research project.
Don’t forget that your sources should meet any other criteria your instructor may have given you for this assignment. For instance, instructors often stipulate that some of your sources have to be scholarly sources or journal articles from a particular database. Instructors in the humanities may also say that some of your sources must be primary sources. So, make sure you have identified enough of the kind of sources your professor has requested.
Sources should always be evaluated relative to your purpose. However, because there often aren’t clear-cut answers when you evaluate sources, you will likely need to infer (make an educated guess) whether a source is relevant, current, and credible.
The purpose of your research will dictate:
- What kind of information will help?
- How serious are the consequences of making a mistake if your information is inaccurate?
- How hard will it be to get the credible, timely information that suits your purpose?
Your standards for relevance and credibility may vary, depending on whether you need, say:
- Information about a personal health problem
- An image you can use on a poster
- Evidence to win a bet with a rival in the dorm
- Dates and times a movie is showing locally
- A game to have fun with
- Evidence for your argument in a research project
For your research assignments or a health problem, the consequences may be serious if you use information that is irrelevant, out-of-date, or not credible.
Determining Relevance and Currency
It’s important to determine relevance before credibility because no matter how credible a source is, if it’s not relevant to your research question, it’s useless to you for this project. By the same token, a source that is not recent enough or not created in the right time period will also be unsuitable for your project, except perhaps for background information you don’t cite.
Relevant sources are those that pertain to your research question. You’ll be able to identify them fairly quickly by reading or skimming particular parts of sources and maybe jotting down little tables that help you keep track.
One thing to consider early on as you make inferences about relevancy is the effect that timeliness, called a source’s currency, should have on deciding whether a source is relevant. Sometimes timeliness has a lot to do with relevancy; sometimes it is less important. Your research question and your discipline will determine that. For instance, if your research question is about the life sciences, consider only the most recent sources relevant for citing because the life sciences are changing quickly. There is a good chance that any source other than the most recent may be outdated. Therefore, it’s a good idea to aim for life sciences sources that are no older than five years.
Sometimes, emergencies can alter the schedule of what is recent enough. For instance, when the COVID-19 pandemic began, scientists needed to share their research findings as quickly as possible. At that time, scientific information about COVID-19 could become outdated in weeks or months, before the peer review process had barely started.
Lives were at stake, and for that reason, scientists started publishing their new research results on COVID-19 as preprints—publications of results that had not yet been peer-reviewed–in an attempt to have them be useful faster. Nonetheless, after preprint publication, the peer review process continued for much of that research.
However, preprints didn’t start with the COVID-19 pandemic. Around for more than 30 years and now at Cornell University, arXiv (pronounced archive) is a free distribution service and an open-access archive for more than two million scholarly articles first published as preprints in the fields of physics, mathematics, computer science, quantitative biology, quantitative finance, statistics, electrical engineering and systems science, and economics. Materials on the site are not peer-reviewed by arXiv itself.
Before using preprints as sources, talk with your professor about whether she or he recommends their use in your situation.
Many sciences, other than the life sciences, primarily use content that is less than 10 years old. But not always. That’s because the history department is not alone in valuing older content. For instance, mathematics is a discipline that heavily relies on older content. The importance of the currency of your sources will depend on your research question and discipline. Your professor can guide you about your situation.
In most cases, it’s best not to use a hard and fast rule about how current your sources have to be. Instead, consider your discipline and research question, and engage in some critical thinking. For example, suppose your research question is about the Edo Period in Japan (1603-1868) or about Robert Falcon Scott, who explored the Antarctic from 1901 to 1913. In these cases, an item from 1918 might be as useful as one from 2018 (although new information may have been found in the 100-year gap). But something from 1899 about Antarctica or 1597 about Japan would not be current enough for these research questions.
These examples also give you two more clues about how to treat the timeliness or currency of sources as you consider relevance:
- Because of how long ago they lived or occurred, it would be unusual for many sources on Robert Scott or the Edo Period to have been published very recently. So, unlike sources for the life sciences, whether a source is very recent should not determine its relevancy to research questions about Scott or the Edo Period.
- Primary sources are especially relevant to many humanities and other non-science research questions. For disciplines in the humanities, the phrase primary sources refers to sources created at the same time as something under study—in this case, things such as Scott’s diaries and expedition photographs, as well as paintings, literature, clothing, and household items from the Edo Period. They go a long way to explain faraway people and times. On the other hand, when science disciplines use the phrase primary source, they usually mean where they primarily find the information they consider valid—in research journals.
Determining Credibility
Once you have determined that a source is relevant and current, it’s very important to evaluate it for credibility. Can you trust your source?
Research conducted at Stanford University showed that one of the best ways to evaluate sources is to look at what others have written about them (Wineberg & McGrew, 2017). This method is called “lateral reading.” The process of lateral reading is explained below.
Use Lateral Reading to Determine Credibility
We recommend using a lateral reading process to evaluate the credibility of the relevant sources you have found. The goal of lateral reading is to end up with a list of trustworthy sources. From that list, you will choose some to answer your research question in your final product.
You will become very proficient at this with practice. Remember, you are only checking the credibility of these sources, not whether you will use them. You’ll end up identifying trustworthy sources you can safely use, not a list you will use.
Your mental attitude should be skeptical—make the sources prove they are credible.
Step 1: Scan your source
Bring up the relevant source in your web browser or have the print copy before you.
Identify important information such as:
- The title of the source document
- The name of the author
- The name of the publisher
- The name of the journal, newspaper, website, or magazine
Step 2: Evaluate what others say about your source
Search the source’s title using a search engine. You may want to use quotation marks around the title in your search to ensure that you find information specifically related to your source.
Has anyone raised concerns about your source? If so, look for assessments of your source on a few of these websites: Wikipedia, NPR, Snopes, Politifact, SciCheck, FactCheck.org, and Washington Post Fact Checker. Wikipedia also has a list of fact-checking websites about political and non-political subjects.
What they discovered may make you immediately distrust the source and rule it out. But their reviews of your source—or lack of a review–may be positive enough to keep you evaluating it.
Next, look for other websites’ assessments of your source among your search results.
To see what others say about a journal article, see if it has been cited elsewhere. Some tools track where journal articles (and some conference papers and books) are being cited. Scopus and Web of Science are two library databases that do this. Google Scholar also does this. A few cautions:
- New content hasn’t had a chance to get cited.
- Some subject areas may use certain formats more than others (books may get more citations in math than in physics, for example).
- Citing something doesn’t equal agreeing with it.
- Different subject areas have different citation levels. Areas like medicine or physics articles tend to get more citations than history or literature articles, for example.
- Some journals’ items get cited more because of their reputation, but that doesn’t mean other titles have bad content.
Step 3: Determine the intended audience and type of source
Figure out who the source was created for. Ask yourself whether it was written as:
- A popular source for everyone
- A substantive popular source created for educated people or those very interested in the subject
- A professional source created for members of a particular profession
- A scholarly source aimed at scholars and others who want a deep view of a subject
You can often get fast clues to what kind of source it is. For instance, the URL may tell you the source was published in an online version of a newspaper or magazine.
If you searched for the source in Google Scholar or a library database, your source is likely a professional source or a scholarly article in a research journal. However, be cautious here because sometimes student papers can be found through Google Scholar, and these may not have the quality that academic writing requires.
Wikipedia may tell you whether your source is a magazine, newspaper, journal, etc. For instance, see what Wikipedia says about Men’s Health, Investopedia, and Cell. Library catalogues can also tell you about sources, as these OSU Libraries full catalogue entries do about Athletic Business and The Ballad of Songbirds and Snakes.
In general, substantive popular sources, professional sources, and scholarly sources are more credible than popular sources. That’s because publishing these sources often involves processes that help ensure their accuracy, such as editorial oversight, fact checking, and peer review. (You still need to evaluate them, but it tends to be easier.)
Step 4: Evaluate the author, the publication, and the publisher
Now search for the author’s name, the publication, and the publisher.
Finding information about authors
Authors and publishers can be individuals, organizations, companies, or government agencies.
If your source is online, you may see a hyperlinked author name. Click on that to see if you can get more information about the person. Sometimes, you may see information about them at the bottom of the source. If it’s a scholarly journal, book, or conference paper that you are examining, you will often see their affiliation (where they work) – often a university, research lab, museum, or some other institution with experts. Databases like Scopus and Web of Science also allow you to look up authors and see their research profiles (just be careful to get the right person – some names are very common!).
Don’t be automatically impressed with Ph.D. or M.D. degrees. A Ph.D., M.D., or other advanced degree is not automatically a marker of someone you can trust about the information in your source.
Ask yourself whether their academic degree makes sense with the subject matter they are writing about. Someone with a Ph.D. in chemistry, for instance, may not know anything about criminology and whether sentencing guidelines should be changed for Americans convicted of a crime.
University credentials are not the only thing that could matter. An author may have substantial life experience or training that makes them an authority on your research question. For that reason, for example, a comparatively uneducated person who has lived for many years in a rural county may be able to provide you with information about what that’s like that is just as credible as what a university professor of rural sociology can provide.
Finding information about publications
Search the name of the publication (i.e., journal title, newspaper title, website title) to see what others say about this publication source.
You may learn that a research article is published in a predatory journal. These journals prey upon researchers’ need to publish research, but they have lower review standards. An article published in one of these sources may not be as credible as those published in more credible peer-reviewed journals.
You may also learn that a newspaper or website has a particular political bias or agenda. Keep this in mind as you evaluate your source.
Finding information about publishers
You may find the publisher’s name next to the copyright symbol, ©, at the bottom of at least some pages on a site. In books, the publisher’s identity is traditionally on the back of the title page, with a few sentences about the author on the back cover or the flap inside the back cover. (But, of course, remember that those comments are those that the publisher decided to publish.)
If your source is a website, sometimes it helps to look at the source’s URL to determine whether it belongs to a single person or a reputable organization. Because many colleges and universities offer blog space to their faculty, staff, and students who use the university’s web domain, this evaluation can require deeper analysis than just looking at the address. However, personal blogs may not reflect the official views of an organization or meet the standards of formal publication.
Step 5: Evaluate potential bias
Ask yourself whether your results in the previous steps give you a reason to suspect that the author or publisher may have a bias or an agenda related to the topic of your source.
If so, your source may still be acceptable, depending on your research question. However, you should be aware of the potential bias of the source because it’s part of the context of the conversation around that source.
In addition, if you end up using and citing such a source, you may want to couch your language about it in your final product, as in “These authors say X about Y, although one has to keep in mind what might be their political bias.” That way, your instructor will know that you are aware of the whole conversation so far about this source, which always counts as a positive.
The more you know about the author and/or publisher, the more confidence you can have in your decision about credibility. Sites that do not identify an author or publisher are generally considered less credible for many purposes, including for research papers and other high-stakes projects. The same is true for sources in other formats, including videos and print.
Step 6: Review your source
Go back to your source and start reading or viewing it, engaging in the argument the author is trying to make. Identify major statements of fact the author makes and then check a few of them out. Keep track of what others have said about your source’s statements of fact so that you get an idea of how well their ideas are accepted by others.
Remember, though, that if your source is especially innovative, not everyone may agree with its statements of fact, and it could still be a credible source. You’ll have to use your own critical thinking skills about the topic and your research question as you consider your course’s credibility here.
For example, this New York Times story covers how long and hard two Australian medical researchers had to work to convince other doctors that a bacterium, rather than stress, causes most stomach ulcers—one even infected himself with the bacterium to cure the resulting ulcer with a drug. In the story, a former dean of the University of Chicago’s Pritzker School of Medicine states that peer review “tends to adhere to things that are consistent with prevailing beliefs and models,” and “really new ideas usually just get thought of as crazy.”
The difficulty that innovative researchers face is reflected in the fact that the Australian researchers identified the bacterial cause of ulcers in 1979, but it wasn’t until 2005 that they received a Nobel Prize for the importance of that discovery and their persistence in convincing other doctors.
Although the lateral reading process may take time, you will get faster as you practice. As we confront the impacts of misinformation in society, learning to evaluate information sources is a fundamental skill that you should learn.
Using Generative AI to Evaluate Sources
Consider academic integrity
- Please refer to your course syllabus and university policies on using Generative AI. Your instructors may want you to practice evaluating sources on your own, as this is a critical skill.
Use it effectively
- Generative AI may be able to help you evaluate your sources. For instance, you may be able to prompt the tool, “Evaluate the credibility of the following source using the lateral reading strategy: [Insert article citation here.” Please be cautious, however, as Generative AI models may hallucinate, and you will have to evaluate their analysis in addition to your own work.
Beware of the limitations
- Generative AI may hallucinate when evaluating your text. Be cautious.
Consider your learning journey
- It is still important to learn how to evaluate sources in our disinformation age. Understanding how credibility can be investigated and considered is a critical skill.
Consider ethics
- Make sure that you understand the ethical implications of using Generative AI. When you upload a text to Generative AI and ask the tool to evaluate it, you may be providing that material to its training database without the author’s permission.
Additional Resources
You may want to review the page “How to Research” on the University of Alberta Library website. The micro-course entitled “Evaluating Information and Avoiding Misinformation” is also helpful.
References
Wineburg, S., & McGrew, S. (2017, October 6). Lateral reading: Reading less and learning more when evaluating digital information. Teachers College Record, 121(11), https://doi.org/10.2139/ssrn.3048994
Attributions
“Evaluating Sources” by Nancy Bray, Introduction to Academic Writing, University of Alberta, is licensed under CC BY-NC 4.0
- Adapted from “Evaluating Sources” by Teaching & Learning, Choosing & Using Sources: A Guide to Academic Research, Ohio State University Libraries, licensed under CC BY 4.0