Topic 02 · Inquiry & Evidence

Planning Research and Recording Citations

How does a research plan help us gather and credit useful evidence?

Learning goal

What you will be able to do

plan sources and research steps; take notes without copying; record a usable citation for every source

Before you begin

Activate what you know

Choose one supporting question from Lesson 1. List two kinds of sources that might answer it and explain which you would seek first

Words to know
1

Plan Before You Search

A research plan identifies the question, useful source types, search terms, checkpoints, and final product. It also anticipates gaps: a government report may provide dates and policies, while an oral history may reveal lived experience. Good researchers do not save every search result. They inspect authorship, date, evidence, and relevance, then record why a chosen source belongs in the inquiry. Search terms can be revised when initial results are too broad or one-sided

Teaching visual 1 for Planning Research and Recording Citations
Read the visual. A plan connects every source and task to the inquiry question before research begins
2

Paraphrase and Credit

A paraphrase changes both wording and sentence structure while preserving the source’s meaning. Swapping a few words is not enough. Read a short section, look away, explain the idea in your own words, then compare for accuracy. Citations give credit and let readers verify claims. A Grade 5 citation may be simple, but it should name the responsible creator, title, publisher or website, date when available, and page or link. A quotation also needs quotation marks and exact wording. Suppose a museum page explains that a bridge opened after five years of construction. Your note should keep that sequence and duration, even if you rewrite the sentence. Beside it, record the museum, page title, date, and link. Later, you can distinguish the source’s fact from your own interpretation of why the delay mattered

Teaching visual 2 for Planning Research and Recording Citations
Read the visual. Keeping citation, note, and reasoning together prevents lost evidence and accidental plagiarism
Key point

Record the Source Immediately

Write citation details while the source is open. Waiting until the end risks losing the author, title, date, page, or link

Study strategy

Use Two Columns

Place source words or data on the left and your paraphrase on the right. Add the citation before writing any conclusion

Common misconception

A Link Alone Is Not Always Enough

Links can change and may not identify the creator or title. Record the full source information available

Try it

Create Three Research Cards

For one supporting question, make cards for a primary source, a secondary source, and a map or data source. Add search terms, citation fields, and the clue each could provide

TOPIC SUMMARY

A research plan directs source choices and tasks; accurate notes distinguish source language from paraphrase; citations credit evidence and make research checkable

Practice and answer guide

Work through all 10 questions. Open an answer only after you have written or explained your response.

  1. 1. Name three parts of a research plan
    Check answer

    Possible parts include question, source types, search terms, task order, schedule, checkpoints, citation method, and product

  2. 2. Which source type might show an official decision date? A. government record B. unlabeled meme C. fictional story
    Check answer

    Government record

  3. 3. Why record a citation while the source is open?
    Check answer

    The author, title, date, page, and link are visible then; recording them prevents lost or incorrect credit

  4. 4. List five useful citation details
    Check answer

    Creator, title, publisher or website, publication date, and page number or URL; access date may also help

  5. 5. Explain the difference between paraphrasing and copying
    Check answer

    A paraphrase accurately restates the meaning with new wording and structure and still cites the source; copying repeats source language

  6. 6. Draw a source-note card with citation, paraphrase, and connection sections
    Check answer

    The card should keep source identification, an accurate note, and the note’s connection to the inquiry together

  7. 7. A search returns only tourism pages. How could you revise the search for a land-use inquiry?
    Check answer

    Add the specific place, date range, and terms such as zoning, planning minutes, environmental review, or public comments

  8. 8. When must exact source words appear in quotation marks?
    Check answer

    Whenever a writer repeats the source’s exact words

  9. 9. Why should every saved source connect to a supporting question?
    Check answer

    Relevance keeps research manageable and ensures collected evidence helps answer the inquiry rather than creating an unrelated fact pile

  10. 10. Using these fictional citation details, draft a citation: Maya Chen, “Building River Bridge,” Harbor History Museum, updated May 4, 2024, page 7, museum.example/bridge
    Check answer

    One acceptable form is: Maya Chen, “Building River Bridge,” Harbor History Museum, updated May 4, 2024, p. 7, museum.example/bridge