The scope of this account is to help you the reader decide if a research degree is want you really want and need. This account provides you with the basic tools to ensure that the ride is as smooth as possible and that you enjoy it as well!
Before reading this brief account
bear in mind that it refers to my experience (i.e. a part-time distance
PhD with The Open University and Politecnico di Milano in Italy) although
there are several commonalities that are independent on who you are and
what and where you want to research.
Remember that learning is a life
long goal, or so it should be, so perhaps R.L. Stevenson in Familiar Studies
of Man and Books sums it up better when he wrote:
The Fundamental Question
Take as long as you need to answer
this question as it is THE question.
What is the fundamental reason that makes you want to do research and, moreover, why a research degree?
The answer to this question is so important that without a clear and sincere response it will inevitably lead to much and unnecessary suffering. So take your time .you will only have yourself to blame if you get it wrong!.
My Answer
When I was asked THE question I
answered: "This is my opportunity to show to myself and others that both
my knowledge, experience and personalilty can be used to add significant
knowledge (to science)".
It served me in good stead during
three years of hard work, and above all, it helped me through some very
dark moments.
There were of course other reasons
why I started my PhD, here is just a glimpse:
Some Interesting Facts from
the OU
Numbers and statistics are one
way of illustrating just why a research degree is unique and in what context
you will carry out your research:
Table 1 - Basic OU Statistics (year 2000)
| No. of undergrads | 125000 |
| No. of post grads | 40000 |
| No. of CWE students | 6000 |
| No. of students in Italy | 600 |
| No. of research degree students | 900 |
| No. of PhD students | 400 |
This data does not show any trends
but it is encouraging to know that research degrees are steadily increasing
and that the OU is increasing its efforts to make sure that its research
arm is provided with the necessary attention.
In fact rsearch is fast becoming
the main flagship of OU quality.
How do I Start?
You start by contacting the OU
(free phone 800-790457 from Italy) and asking for a copy of "Prospectus
for Research Degrees" alternatively you can look up: http://www3.open.ac.uk/brouchure
After reading the prospectus and
are still interested ask the OU to send you the application form for research
degree students as this will need to be completed as soon as you have your
plan and planning ready.
I seriously recommend you buy a
book covering research and research degrees (an example is given later):
there are now a wide selection of books to read.
Once you're looked up the subject
of research the next step is to prepare a plan and lay down the planning.
Take your time doing this for there
is no real rush and make sure that you have as much background information
as possible.
For example, it is worth at least
looking up science journals of your field of interest, surfing the net
and contacting the local university.
Most universities not only have
their own websites but professors and researchers usually publish their
latest findings there as well. This means you can see if someone else has
already done or touched your topic and if there are local centres of excellence
or people who are already working in the same field.
The OU library website is: http://oulib1.open.ac.uk
Choosing your Field
There are two sides to this story
i.e. you either choose something that no one has ever researched or do
something that has already had attention.
In the first case the potential
for success, especially for a PhD, is high but beware you are out on your
own and experts will be very thin on the ground.
On the other hand adding knowledge
is evidently easier here and when you get results to shout about you will
be looked upon as the "reference" or expert. The main problem is that you
start from scratch and much of the ground work will have to be done by
you in person. Some of the work will lead to a dead end! and (good) bibliographic
references are more difficult to come across.
In the second case the risk of doing something that has already been done is higher but at least you start off from a known base. That is to say most of the donkey work has been done and bibliographic references will be in abundance, although not necessarily reliable. Also your research will probably focus on one particular aspect of a topic that has already been tackled by others..
Whether you choose case 1 or 2,
you will need to weigh up the pros and cons before starting and the decision
to do one or the other should be made clear in the plan.
Whatever course you take remember
these words by Emerson in Essays (Heroism):
Choosing Your Research Topic
Take your time and above all, be
as accurate as you possibly can. Don't be conditioned by your tutors, the
company you work for and friends but do listen carefully to their
advice and comments. Remember also that your tutors have probably gone
though the same experience and are only to willing to give you advice and
keep you away from trouble!.
Summarising, I would list the following
criteria for choosing a research topic:
1. Choose something that you are
naturally inclined to do and that has always interested you.
2. Choose a field and topic where
there is ample space for improvement and opportunity to add knowledge.
3. Choose something that is practically
feasible and facilitates your research. For example if you need to carry
out experimental work or need to consult ancient manuscripts having direct
assess and facilities near where you live are not only better but probably
essential.
4. Plan all or as many activities
in advance as possible and establish the things that will require special
attention e.g. sponsorship, library facilities etc.
Remember that to be good at research
implies acquiring a weird knack of seeing the invisible, doing the unthinkable
and deliberately testing not just your own ideas but also those of others,
including your supervisors.
Quoting Bacon (Essays ):
Choosing your Internal and
External Supervisor
You will need an internal supervisor
(i.e. a tutor at MK) and external supervisor (i.e. local tutor near you).
In my case I chose Dr. W. Kennedy in MK and Prof. Menduni at the Politecnico
di Milano.
The OU expects you to find these
people on your own although contacts at the OU and the local university
are generally straightforward once you know the ropes. You find profiles,
contacts etc on most university websites, so this is an ideal way to start
the treasure hunt. Remember also that most universities (for example Politecnico
di Milano) actually publish annual reports about the research they do and
have done in the past.
But beware! searching for your
supervisors without a plan is like asking for a lift with your trousers
down. So once you have found your potential supervisors make sure you present
yourself with basic documentation that explains what you want to do. Organise
a face-to-face meeting with your potential supervisors (and their assistants)
when you contact your supervisors the first time.
In general selecting supervisors
is a thorny subject because both supervisors will not only have to get
on well with you but will also have to share a common understanding. Hence
choose your supervisors carefully and not just on their academic background
or technical merit. If you're in doubt ask one of their students or assiatnts
what they think of your prospective supervisor, you'll be surprised just
how helpful and open people can be.
I would suggest you set-up some
criteria before choosing your supervisor such as:
Propriety Rights
If your company is sponsoring your
research you will have to deal with propriety knowledge and rights. In
general the company should realise that your research is public domain
and the only real thing that can be done is to establish just how much
and when information can be divulged to thirds, this includes the thesis.
Contact the OU if in doubt and put the university requirements in writing
before your company, as this saves a lot time and anguish later on.
In the event of inventions or discoveries
ensure that your company and you, the student, are the owners.
Always agree on publication contents
with the company legal department.
Plan and Planning
You will need two essential
pieces of documentation before starting your research:
The Probation Period
The OU uses a so called probabtion
period to assess your research abilities.
In general the probation period
lasts about 12 to 18months and is also there to assess not just your chosen
research topic, but also your strengths and weaknesses and the context
in which you will need to complete your research. Your tutors will do the
same and they will supply the university with their recommendations. This
could be anything from 'the candidate is not suitable for research' to
'the student is prepared and ready for further research in his or her chosen
field'.
The goal of the P.P. is to get
you the student in a position to assess your work done so far and establish
exactly what needs to be done to complete the research.
The more accurate and detailed
the outcome of the probation period the easier it will be for you to complete
your work. It is important that you do not kid yourself that everything
is going fine when you know deep down that there are issues to be solved.
After the P.P. the university will
ask you and your supervisors to hand-in an annual report covering your
findings and progress.
B.Phil. M.Phil or PhD?
When you start your research the
OU will not assign a specific academic standard for you to reach since
the OU expects you to use the probation period to assess the topic you
are researching and the context you will have to work in to complete the
research degree. Once this is clear to you and your tutor(s) you can then
decide to work to a B.Phil, M.Phil or PhD.
A PhD implies not only demonstrating
being able to conduct research efficiently, effectively and autonomously
but adding knowledge to your field of research.
Moreover the essential differences
between these three titles is essentially depth of assessment and length
(duration) of your research. This can be summarised for part-time students
as follows:
Table 2 - B.Phil. M.Phil or PhD - Basic Requirements?
| Title | Exceptional Minimum Period of Study | Usual Minimum Period of Study | Dissertation-Thesis Length |
| B.Phil | 1 year | 1yr. 6m | Up to 60000 words |
| M. Phil | 2 years | 3 years | Up to 60000 words |
| PhD | 3 years | 5 years | Up to 100000 words |
One of the best things about the
OU research degree is that you may upgrade o downgrade to a higher or lower
research standard during your research. For example, you may wish to go
for a M.Phil rather than a PhD at the end of the probation period or you
may discover something during your B.Phil that is worth a PhD.
This means that in the event of
personal difficulties you will always have something to fall back on: this
is unique to the OU research degree system. May I also say that it pays
credit to the OU as being a reliable and quality driven institute of education.
Research vs. Social Life
The order of this heading is deliberate
as you will find that there are moments when your social life comes last.
You will need a strong and supportive family and you must reserve time
just to simply to do nothing i.e. sit back and relax. I would suggest planning
and doing short bursts of intense work rather than maintain a long, low
key, approach.
This short burst approach will
free-up time and help you dedicate chunks of time to your family, yourself
and provide more time for secondary work such as library visits . It also
means that you will see the progress and achievements easier and this helps
build your confidence.
Remember that the most important
customer in your life is You and Your Family.
Set backs
There will be set backs during
your research going from anything to just delaying a report because of
work commitments to much more serious things like illness or death in the
family.
In my particular case I had several
set backs, for example:
Work load
There is no real comparison available
but if you are doing OU undegraduate studies right now the work load of
a research degree is more or less like doing a TMA every 2 to 3 weeks for
the whole duration of the research. In all cases the work load will be
heavy at times and you often wonder if it can be done, especially if there
is a deadline, such as when preparing a report or a paper for a conference.
Henceforth the work load is impressive,
daunting, at times massive but extremely satisfying when it is done, at
whatever stage of the research it is done. Even a 3 page report can take
a lot of effort.
But it can give you a real boost,
especially if it is published or shown by your tutor at meetings and conferences.
As mentioned previously you will
become incredibly sensitive to time management and at times this will make
you ruthless and selfish.
Reporting
Reports can be anything from 3
to 300pagers in length. Reports can come in many forms, for example a monthly
report, an experimental results report, publications, papers etc.
Proposing papers, even short ones,
can take a tremendous amount of effort but the return on investment is
enormous, especially if accepted and published in an international acclaimed
journal
Remember that your supervisors
may not read your report immediately or worse, have very little time to
examine it in-depth so make sure your report starts with a summary.
Possibly the main advantage of
reporting is that when it comes to handing over an annual report or even
starting your thesis the information will already be there.
This not only saves you time but
allows you to concentrate on other, more important, parts of your research.
You'll learn not only to be clear
and concise but to be effective in your communication.
As Bacon once wrote in Essays:
Publications and Conferences
There are two sides to this story
of publications, the most obvious is the personal satisfaction that publishing
provides you and your tutor. The downside is that you may realise that
fellow academics or the paper reviewers disagree with your paper e.g. the
findings and ideas your paper includes. Clearly the sooner you know this
the better.
Presenting research work at conferences
is an excellent platform for delivering speeches and results and the atmosphere
is very similar to your final exam i.e. viva.
I would highly recommend that at
least one publication be attempted and preferably through an international
journal.
Costs
The annual fee for a research degree
through the OU is about 430GB£ plus expenses. For 430GB£ you
get very little (but vital nonetheless) and fee is essentially to cover
clerical costs and provide you the absolute minimum support, this also
includes a mentor and a handbook.
Also part of the fee is given to
your local supervisor or tutor for his or her compensation in assisting
you the student during your research. Payment of fees is every quarter
although a lump sum payment is also perfectly accepted.
Expenses vary a great deal depending
on how often and long you you meet your tutors, and you will need assess
to at least a fax machine. Other essentials include email, internet assess
and at least one library source.
I would estimate that you will
meet your tutor at MK at least twice a year so this will cost you more
or less another 1000GB£/year (flight, travel and accommodation).
A quick yearly expenses estimation is therefore 1500-2000GB£ and
thus around 6000GB£ minimum will be needed to complete a PhD.
This may seem expensive but other
GB universities may charge 3-5 times or more for the same service, so the
OU is a real bargain in this respect.
Sponsorship (in Italy)
Italy is not the best place to
get sponsorship but most companies and universities have some form of sponsorship
in place, even if it just reimbursement for lunch!. Make enquiries as soon
as possible because the paper work may take quite a while before you see
the money.
Agreements between companies and
Italian univesrities usually take about 4 months to be ratified and are
renewed annually, usually in October. All company-university contracts
are scrutinised at department level and voted upon by the department Profs
and Lecturers.
Remember also that you may be able to get a tax rebate! go to www.ousani.3000.it for more details
How long will it Take? Full
time vs. Part-time
Table 2 already answers this question
but the OU has also established a maximum period of study as shown in table
3 below:
Table 3 - B.Phil. M.Phil or PhD? How long will it take
| Title | Maximum Period of Study |
| B. Phil | 4 years |
| M. Phil | 6 years |
| PhD | 8 years |
Tables 2 and 3 therefore indicate, for example, that a part-time PhD will take between 3 to 8 years. For full time students the reduction is about 30 to 40% e.g. 2 to 5 years.
Recommended Readings
Over the last 10-20 years ago there
has been a flood of books and papers concerning research degrees. Basically
because there is a trend for people to either extend their university studies
or go back later.
Universities are also becoming
more open to mature students and post-graduates as it provides not only
extra cash but improves both their image and status of the University.
A good thorough internet search
will reveal many readings on how to do research. I would recommend you
start with the book below:
Estelle M. Phillips and D. S. Pugh (two OU lecturers), "How to get a PhD", (Paperback, Taylor & Francis, 1994).
.............It is well worth reading, more references can be obtained through the OU library and research degree Handbook.
My PhD Story in a Nutshell
So here I am three half years down
the road and with two new letters to my name, Dr. David Ward, although
I'm still Dave to all who know me.
It has been a long hard journey,
cram packed with uncertainty, difficulty and bloody hard work. You don't
get 'nout-for-out' said one of my viva examiners and, although this is
nothing new, it reflects exactly what a PhD is all about, at least for
me.
It takes a strange combination
of perseverance, stamina, stubbornness, belief, hard work, luck blended
with an immense amount of learning. But it can be done and when it is,
the reward is enormous, like winning the lottery, twice and two weeks on
the trot.
Doing academic research is not
just about becoming a leader in your field of research but learning to
be an academic. Now I know just why academics are so different, sometimes
aloof, so concentrated on their work.
I'm now aware why certain things
such as literature reviews, papers and publications, need to be done in
a certain manner and why being sufficiently "positively sceptical" is good
and essential for research. Over time you acquire a weird knack of seeing
the invisible, doing the unthinkable and deliberately testing not just
your own ideas but also those of others, including close friends and those
of your supervisors.
So how did it all start?, well,
I have also wanted to do research, in fact my undergraduate study with
the OU (from 93 to 97) didn't really fire me although I enjoyed it, because
my goal was always to do "my" research and establish new ground. In fact
for me to be able to stand up in front of fellow academics and see them
listen to me and what I had to say was an enormous driver.
For those of you who are just starting
or finishing their undergraduate studies and would love to do research
then follow this advice: A). make sure its not a fad or fancy thing but
you are genuinely interested in doing research: force yourself to ask why
you want to do research; B). ensure you know what you are naturally inclined
at doing and doing well; C). don't worry about not being "good" at something
for the true engine behind research is the will to understand, experiment
and succeed, D). consider the OU, it is fast becoming an internationally
renowned research institution with excellent facilities and staff!.
Remember also that you will come
across hard times (and hard people) especially if you do it part-time as
I did and with company backing always dangling on a string and fading away
as time went by.
But the prize is unique and well
worth the effort. You come out of a PhD completely re-generated and you
will be surprised just how good you are at coping with almost impossible
situations.
So if you are still listening,
then jot this little rule down in your notebook as it will stand you in
good stead:
.."Think big, Do small
and Act quickly".