The Write Practice

How to Research a Book

by Sarah Gribble | 0 comments

I’m prepping for a new novel that I’m super excited about. My characters are floating around in my head, becoming more real as I write my first draft, and I have a decently detailed synopsis written.

how to research a book

My problem: I know next to nothing about my setting and my main character’s profession. Which means I need to do massive amounts of research. Yes, I have to conduct research for a book, even if it's a novel.

You might think you don’t need to do much research because you’re writing fiction. (Isn't fiction just making stuff up?!) You’d be wrong.

Your readers expect to be transported to your setting and to understand your characters so fully, they seem like real people. Little things like using the wrong jargon or having your main character wear the wrong type of bodice can jar your reader out of the story and cause them to lose respect for you as a writer. If they can’t trust you to get the facts right, why should they trust you to guide them through a story?

Like it or not, research is a writer's best friend. (Next to caffeine, anyway.) So let's talk about how to conduct research for a book.

The True Purpose of Research for Fiction

When you first start the research process for a novel, you’re going to be looking at the big picture. You want to get a general overview of the time period, location, and/or character profession. You want to immerse yourself in everything you can find that comes within your story's scope.

This isn’t because you’re going to regurgitate all that to your readers. It’s because you need to have a clear picture of what’s going on in order to successfully write your story. All of your research is for you so that you can translate your world to your reader.

It will also help speed up your writing process, since you'll know the details you need to include without getting bogged down in how something should work in your story.

Don't mistake this with the thought that you need to include everything you research in your book (especially if you're writing historical fiction, which can require more research than other genres).

Book research is a tool that should serve your story, not the other way around. You’re not writing an academic paper, so resist the urge to shove everything you’ve learned into your story. You’ll end up info dumping if you try.

Your story is the main purpose and your research should support it, not overwhelm it. Choose what you need to further the story and leave the rest.

How to Conduct Research for a Book

Okay, let's get to it! Here’s how to get started with researching your novel:

Lists are your friends

Because you’ll be dealing with a vast amount of (mostly useless) information, the first thing you need to do is get organized. Some fiction writers like to use Scrivener to keep track of their research. Others might use Evernote.

Really, the writing software you want to use is based on your preference of documenting subject matter.

It could be as simple as detailed notecards or thoughts in a journal.

Whatever method you use to research your own work, you'll want to make lists.

Do this for everything you need to look up. You don’t want to forget something hugely important and have to spend a lot of time in the middle of writing your novel to look it up.

In my case, my setting is on a small island and my main character is a commercial fisherman. I need to know island life, weather patterns, boat types, fishing jargon, etc. I have memoirs and nonfiction books about the area and the fishing industry. I’m reading them cover-to-cover, not because I’ll end up using all the information, but because I need to establish an overarching picture for myself .

If I can’t mentally place myself there, I can’t place my readers there.

Where can you collect these lists? Tons of places, some including:

  • Local libraries (are also your friends)
  • Field research (find someone who has had a personal experience in what you're writing)
  • Search engines like Google (for setting, you might explore Google maps—just don't get too distracted and waste a ton of time here)
  • Wikipedia (but make sure you fact check)
  • Podcasts about what you're writing about
  • Other books from bestselling authors (as long as you don't plagiarize content)

Establish a system

You need to be able to call up your research as needed, so establishing an organized, consistent system of keeping track of everything you’ve learned is a must.

Personally, since I spent so many years in school, I go with the standard method of taking notes (in a notebook that only serves my current project and nothing else) and then highlighting and sticky-noting facts I definitely want to use. There are plenty of note-taking apps out there if you'd rather not be so old school.

For fun, try establishing a system for a short story first. This decrease the pressure on trying out the same system for a longer creative writing work.

If the system works well for you, take it to the next level and use it to write a novella or novel.

Expand your idea of research

Don’t just scour the internet. Get a book. Better yet, get twelve. There’s no such thing as researching too much.

Talk to your librarian or a book seller (they’re magnificent at helping with this). Watch documentaries and YouTube videos. Look at pictures. Talk to people in person or online. Go to a museum. Read fiction novels that cover similar ground. Find all the information you can on your subject.

First-hand experience is always best, but don't worry if you can't afford a trip to France for your quirky French bookstore novel. You can go to a French restaurant. The taste of the food, the smells, and how the waiter pronounces the menu items are all fodder for your story.

Pay attention to details when you’re out and about. You never know what might inspire, fill in plot holes, or add an interesting tic to your character.

Stop researching

Once you have a solid overarching picture of your setting and your characters, stop researching and start writing. You can’t spend months researching without writing a word. That’s not writing. At some point, you have to put away the research and get moving on your novel.

You know you've researched enough when you already know the information you're reading in the umpteenth book you've checked out from the library.

(Hmm. Library again. A pattern, maybe? Seriously, ask your librarians for help.)

Remember how I said all this research was for you? Eventually, you'll have enough information. You have all that in your head (and hopefully in a nicely organized set of notes), so when you go to write, you’ll be able to recall details as you go along.

Your understanding of your setting, era, and character's profession is what will give you the ability to weave details seamlessly and organically into your story.

This goes for your first novel, up until your last one.

While it’s true you shouldn’t have to research anything major after you begin writing, you will find you need to look up some minor details as you delve into your story. There will always be some iota of information you don’t know you need until you need it. For instance, the most common types of knots fishermen use or the instruments on a surgical tray in an operating room.

These are things that are important to get right but are most likely not important to the flow of the story. Don't interrupt your writing flow to go back to researching for weeks on end.

When you come across the need to know something minor, make a note and keep writing . You can always look up small stuff later. Keep writing!

What's your favorite part of researching? What do you struggle with?  Let me know in the comments !

Today I want you to do something a little different. I want you to think of a story you want to write. Any story, any genre, but it  must be in a setting you don't know much (if anything!) about. Take fifteen minutes to brainstorm a list of things you'd need to research in order for that setting to come alive for your reader—and you!

Share your list in the comments and see if you can help your fellow writers think of anything else they need to look up!

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Sarah Gribble

Sarah Gribble is the author of dozens of short stories that explore uncomfortable situations, basic fears, and the general awe and fascination of the unknown. She just released Surviving Death , her first novel, and is currently working on her next book.

Follow her on Instagram or join her email list for free scares.

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Bestselling author with over five years of coaching experience. Sarah Gribble specializes in working with Dark Fantasy, Fantasy, Horror, Speculative Fiction, and Thriller books. Sound like a good fit for you?

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How to organize novel research

Writers research guide example

Follow this step-by-step guide to learn the modern process of organizing research in Milanote, a free tool used by top creatives.

How to organize novel research in 7 easy steps

Whether you're writing a sci-fi thriller or historical fiction, research is a crucial step in the early writing process. It's a springboard for new ideas and can add substance and authenticity to your story. As author Robert McKee says "when you do enough research, the story almost writes itself. Lines of development spring loose and you'll have choices galore."

But collecting research can be messy. It's often scattered between emails, notes, documents, and even photos on your phone making it hard to see the full picture. When you bring your research into one place and see things side-by-side, new ideas and perspectives start to emerge.

In this guide, you'll learn the modern approach to collecting and organizing research for your novel using Milanote. Remember, the creative process is non-linear, so you may find yourself moving back and forth between the steps as you go.

1. First, add any existing notes

You probably know a lot about your chosen topic or location already. Start by getting the known facts and knowledge out of your head. Even if these topics seem obvious to you, they can serve as a bridge to the rest of your research. You might include facts about the location, period, fashion or events that take place in your story.

Novel research board with known facts

Create a new board to collect your research.

Create a new board

Drag a board out from the toolbar. Give it a name, then double click to open it.

Add a note to capture your existing knowledge on the topic.

Drag a note card onto your board

Start typing then use the formatting tools in the left hand toolbar.

2. Save links to articles & news

Wikipedia, blogs, and news websites are a goldmine for researchers. It's here you'll find historical events and records, data, and opinions about your topic. We're in the 'collecting' phase so just save links to any relevant information you stumble across. You can return and read the details at a later stage.

Collecting articles and news clippings for novel research

Drag a link card onto your board to save a website.

Install the  Milanote Web Clipper

Save websites and articles straight to your board. 

Save content from the web

With the Web Clipper installed, save a website, image or text. Choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.

3. Save quotes & data

Quotes are a great way to add credibility and bring personality to your topic. They're also a handy source of inspiration for character development, especially if you're trying to match the language used in past periods. Remember to keep the source of the quote in case you need to back it up.

Collect data and quotes for novel research

Add a note to capture a quote.

4. Collect video & audio

Video and movie clips can help you understand a mood or feeling in a way that words sometimes can't. Try searching for your topic or era on Vimeo , or Youtube . Podcasts are another great reference. Find conversations about your topic on Spotify or any podcast platform and add them into the mix.

Collecting video research for a novel

Embed Youtube videos or audio in a board. 

Embed Youtube videos or audio tracks in a board

Copy the share link from Youtube, Vimeo, Soundcloud or many other services. Drag a link card onto your board, paste your link and press enter.

5. Collect important images

Sometimes the quickest way to understand a topic is with an image. They can transport you to another time or place and can help you describe things in much more detail. They're also easier to scan when you return to your research. Try saving images from Google Images , Pinterest , or Milanote's built-in image library.

Writers research guide step05

Use the built-in image library. 

Use the built-in image library

Search over 3 million beautiful photos powered by Pexels then drag images straight onto your board.

Save images from other websites straight to your board. 

Roll over an image (or highlight text), click Save, then choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.

Allow yourself the time to explore every corner of your topic. As author A.S. Byatt says "the more research you do, the more at ease you are in the world you're writing about. It doesn't encumber you, it makes you free".

6. Collect research on the go

You never know where or when you'll find inspiration—it could strike you in the shower, or as you're strolling the aisles of the grocery store. So make sure you have an easy way to capture things on the go. As creative director Grace Coddington said, "Always keep your eyes open. Keep watching. Because whatever you see can inspire you."

Writers research guide step06

Download the  Milanote mobile app

Save photos straight to your Research board. 

Take photos on the go

Shoot or upload photos directly to your board. When you return to a bigger screen you'll find them in the "Unsorted" column of the board.

7. Connect the dots

Now that you have all your research in one place, it's time to start drawing insights and conclusions. Laying out your notes side-by-side is the best way to do this. You might see how a quote from an interviewee adds a personal touch to some data you discovered earlier. This is the part of the process where you turn a collection of disparate information into your unique perspective on the topic.

Writers research guide step07

That's a great start!

Research is an ongoing process and you'll probably continue learning about your topic throughout your writing journey. Reference your research as you go to add a unique perspective to your story. Use the template below to start your research or read our full guide on how to plan a novel .

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Start your research

Get started for free with one of Milanote's beautiful templates.

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