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How to summarize

September 16, 2009 by Roy Johnson

say the same thing in fewer words

1. A summary is a shorter version of a longer piece of writing. Summarizing means capturing all the most important parts of the original, and expressing them in a shorter space. The shorter space could be a lot shorter.
How to Summarize
2. A summary is sometimes known as a précis, a synopsis, or a paraphrase.

3. In academic writing, summarizing exercises are often set to test your understanding of the original, and your ability to re-state its main purpose.

4. In business writing, you might need to summarize to provide easily-digestible information for customers or clients.

5. Summarizing is also a useful skill when gathering information or doing research.

6. The summary should be expressed – as far as possible – in your own words. It’s not enough to merely copy out parts of the original.

7. The question will usually set a maximum number of words. If not, aim for something like one tenth of the original. [A summary which was half the length of the original would not be a summary.]

8. Read the original, and try to understand its main subject or purpose. Then you might need to read it again to understand it in more detail.

9. Underline or make a marginal note of the main issues. Use a highlighter if this helps.

10. Look up any words or concepts you don’t know, so that you understand the author’s sentences and how they relate to each other.

11. Work through the text to identify its main sections or arguments. These might be expressed as paragraphs or web pages.

12. Remember that the purpose [and definition] of a paragraph is that it deals with one issue or topic.

13. Draw up a list of the topics – or make a diagram. [A simple picture of boxes or a spider diagram can often be helpful.]

14. Write a one or two-sentence account of each section you identify. Focus your attention on the main point. Leave out any illustrative examples.

15. Write a sentence which states the central idea of the original text.

16. Use this as the starting point for writing a paragraph which combines all the points you have made.

17. The final summary should concisely and accurately capture the central meaning of the original.

18. Remember that it must be in your own words. By writing in this way, you help to re-create the meaning of the original in a way which makes sense for you.


Summarizing – Example

Original text
‘At a typical football match we are likely to see players committing deliberate fouls, often behind the referee’s back. They might try to take a throw-in or a free kick from an incorrect but more advantageous positions in defiance of the clearly stated rules of the game. They sometimes challenge the rulings of the referee or linesmen in an offensive way which often deserves exemplary punishment or even sending off. No wonder spectators fight amongst themselves, damage stadiums, or take the law into their own hands by invading the pitch in the hope of affecting the outcome of the match.’ [100 words]

Summary
Unsportsmanklike behaviour by footballers may cause hooliganism among spectators. [9 words]


Some extra tips

Even though notes are only for your own use, they will be more effective if they are recorded clearly and neatly. Good layout will help you to recall and assess material more readily. If in doubt use the following general guidelines.

1. Before you even start, make a note of your source(s). If this is a book, an article, or a journal, write the following information at the head of your notes: Author, title, publisher, publication date, and edition of book.

2. Use loose-leaf A4 paper. This is now the international standard for almost all educational printed matter. Don’t use small notepads. You will find it easier to keep track of your notes if they fit easily alongside your other study materials.

3. Write clearly and leave a space between each note. Don’t try to cram as much as possible onto one page. Keeping the items separate will make them easier to recall. The act of laying out information in this way will cause you to assess the importance of each detail.

4. Use a new page for each set of notes. This will help you to store and identify them later. Keep topics separate, and have them clearly titled and labelled to facilitate easy recall.

5. Write on one side of the page only. Number these pages. Leave the blank sides free for possible future additions, and for any details which may be needed later.

© Roy Johnson 2004


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How to summarize a book

January 8, 2012 by Roy Johnson

What is a book summary?How to summarize a book

A summary of a book is a digest of all its main points. It should be a shorter version or a précis of its main arguments or topics – depending on the type of book.

It should capture the purpose of the book and include the most important parts of the original. Smaller details and illustrative examples will not be included.

The summary should re-cast and express the original material in your own words. It is not enough to quote parts of the original text. That would be a collection of extracts rather than a summary.

A summary should be a reasonable and impartial account of the original, without intruding any bias or value judgements. If you add your own opinions, it will become a book review rather than a summary.


How to summarize

Before you start, get some idea of the length and type of summary you are going to create. Have a look at examples from the field in which you’re working. If this isn’t possible, set yourself a word limit and create an outline plan.

First of all check your book for a table of contents. If it has one this will immediately provide you with some idea of its structure and the nature of the topics it covers.

Next look through the book quickly to get a rough idea of its subject and scope. This will give you a general idea of what to cover in the task ahead. If the book has chapters, these can provide a set of headings for your plan.

You should immediately start making notes. Don’t worry if they are not grammatically complete or well formed. These are the raw materials from which you can make your finished summary later.

Your main task is to capture a general outline of the contents. The amount of effort you put into
creating the summary will depend upon the seriousness of the task and the amount of time you have at your disposal.

Draw up a list of the topics the book covers – or make a diagram. A simple picture of boxes or a spider diagram can often be helpful. Some people visualise their ideas in this way, and it can be a fruitful approach for ‘non-literary’ people.

Look out for topic sentences that signal the main lines of arguments. These are often the first sentence in a paragraph. In good quality writing the remainder of the paragraph should explain and expand on the topic sentence.

Write a one or a two-sentence account of each section you identify. Focus your attention on the main points. Leave out any illustrative examples. Don’t be tempted to fill out your work with a detailed examination of minor details just to fill up the space. This will only weaken the summary.

Work through the text to identify its main sections or arguments. These might be summarized as short paragraphs. Remember that the purpose and definition of a paragraph is that it deals with one issue or topic.


Writing the summary

When you have finished reading the book, you should have a series of jottings, notes, and sentences, maybe a list of topics, and perhaps some half-formed observations. These fragments need to be arranged in some logical or persuasive order, then fashioned into something readable.

You are not obliged to follow the same structure or sequence of events as the original text, but your summary certainly needs a shape or structure as an independent piece of writing. You might choose any of the following approaches in arranging the items of your notes:

  • logical progression – from A to Z
  • increasing significance – from small to big
  • chronological order – from older to newer
  • narrative sequence – from first to next
  • grouping of topics – fruits, vegetables, wines

You might create the plan first, then fill in its parts with your own text. Alternatively, the plan might emerge from your work as you flesh out the parts into complete sentences. Don’t imagine that this part of the process can be done easily at your first attempt.

Expand each of your notes or topics until it makes a grammatically complete sentence. Then put statements dealing with the same topic next to each other. Be prepared to move the parts around until you find their best order.

The central structure of your results will be determined by the content of the book you are summarising. But any summary will be more successful if it has a good introduction and a satisfying conclusion.

The introduction is usually a general statement which presents an overview for the reader. It should launch the subject of enquiry and give some idea of what is to come. The conclusion does the converse – it wraps up the summary with a general statement that encapsulates the whole piece of writing.


Summary or review?

There is a difference between a book summary and a book review. A summary should be a reasonably neutral account of the book and its contents, whereas a review is a personal response to the book which might include criticising or praising the author’s approach. A review might also draw comparisons with other works of a similar kind.

In a summary you will be keeping your personal opinions in check, and concentrating on giving the best account possible of what the book offers. In a review on the other hand, you are often expected to make some sort of evaluative judgement on the approach that has been taken. The sample summary that follows combines both of these approaches.


Sample summary

Chris Baldick is a specialist in literature of the early twentieth century, and this collection of his essays covers the period 1910 to 1940, which is essentially the highpoint of what is now called ‘modernism’.

In terms of structure the first group of chapters covers the social, linguistic, and aesthetic background of the period, and then he discusses writers grouped according to literary forms – short stories, drama, poetry, and the novel. He highlights major figures – James Joyce, Virginia Woolf, D.H.Lawrence, and T.S.Eliot – but also considers writers who were once best sellers and held in high esteem, such as Arnold Bennett and Somerset Maugham. These are accompanied by almost-forgotten figures such as Dornford Yates, Aldous Huxley, and Elizabeth Bowen who were very successful in their own time. Part three of the book covers sociological issues such as English names, the Great War, childhood, sexuality, and censorship.

He starts with a well informed discussion of the writer’s relationship with literary commerce. Those who earned most (Arnold Bennett) were successful at exploiting new markets and media such as the newspapers and magazines. He reveals those writers who were sponsored by rich patrons (Joyce) as well as others who were kept by a wealthy spouse. D.H. Lawrence not only made a handsome profit from the subscription-published Lady Chatterley’s Lover but invested it in stocks and shares on Wall Street and made even more.

Each chapter is prefaced by a discussion of new words that became current in the period, a device which provides both flavour and intellectual context. He also includes an interesting consideration of theories of the novel. This involves a detailed consideration of first and third person narrative modes.

There are separate interpretations of all the major works of the period – Howards End, Mrs Dalloway, Ulysses, Women in Love pitched at a level which make his approach to literary criticism accessible to beginners and interesting to those who know the novels well.

The other major strand of his argument is a sympathetic reconsideration of the lesser-known works of the period, such as Walter Greenwood’s Love on the Dole, Elizabeth Bowen’s The Death of the Heart, Dorothy Richardson’s Pilgrimage, and Aldous Huxley’s Chrome Yellow, as well as novels by Robert Graves, Naomi Mitchison, and Sylvia Townsend Warner.

The latter essays are studies in cultural history which take in the attitudes and issues of the period as they were mediated via its literary products. This covers the shattering effect of the first world war on the romantic and pastoral visions of Englishness which had been the establishment ideology during the first two decades of the century. He then traces this effect through the twenties and thirties, showing how a view of modern Britain came to be formed.

There’s a very good collection study resources and suggestions for further reading. These entries combine notes on the author biographies, together with available editions of their major works, plus secondary studies and criticism.

This is the fifth volume of the Oxford English Literary History series. It can be read continuously as an in-depth study of the period, dipped into as an introduction to literary modernism, or used as a rich source of reference.

Chris Baldick, The Modern Movement, Oxford: Oxford University Press, 2004, pp.477, ISBN 0198183100


Why summarize?

There are a number of reasons why a summary of a book might be required. The following are the most common in academic and commercial life.

Exercise

A book summary is often set as a writing exercise, instead of a formal academic essay. It tests both understanding of the book’s content, an ability to digest and express its ideas, a grasp of structure, and the writing skills necessary to produce a readable préis.

The task in such cases is to show your ability to put somebody else’s ideas into your own words, to give a coherent account of the topic under consideration, to produce a coherent structure for your account, and to come to some sort of conclusion concerning the book’s overall value to another reader.

Research

In some subjects of study, you may be required to provide what is called a ‘literature review’. This is a survey of currently available knowledge in the subject. Its object is to show that you understand the latest state of research in your subject.

You are expected to have a full command of the terminology of the subject, and to show that you are aware of its theoretical and methodological issues. You will also be expected to have a full grasp of the academic writing style with regard to footnotes, referencing, and bibliographic presentation.

Assessment

Sometimes a book summary is called for so that other people can judge whether it is suitable for their requirements. This could be when providing librarians with information on which they will base purchasing decisions. Or it could be written for the research division of a company with information which might inform their development plans.

In both cases an impartial summary of content is required, along with an account of any special features which might help the reader reach a decision.

Cataloguing

Sometimes a summary of a book is required for a catalogue, a card index, or an inventory. In such cases the summary is likely to be very short – just enough so that somebody else can see if it’s the sort of book they require.

In these cases it’s important to record all the book’s metadata – that is, information about it’s author, title, publisher, date of publication, and ISBN number. You might also need to describe it physically – noting if it is hardback or paperback. if it contains illustrations, and even its size on the shelf.


Summarize a book without reading it completely?

Is it possible? The quick answer to this question is – “Yes – but only if you are experienced”. You require an intimate knowledge of the subject in question, and you need to be confident in writing summaries. But how is it done?

If you know your subject well, you will immediately put into effect the summarizing skills listed here above. You take into account such matters as the level at which the book is pitched, its potential readership, the range of its contents, its structure, and any critical apparatus which may be attached, such as illustrations, tables, bibliographies, and suggestions for further reading. This provides you with an overview.

Then you need to glance through the preface or any introductory remarks to pick up the general argument or the individual approach of the author(s) to the subject. This requires good skim-reading skills.

Most books are split up into sections or chapters. You need to look through these quickly, making a summary of each one – then combine the notes you make to form a general summary. It may not be a lengthy or in-depth account of the book, but it should be enough for your purpose.

© Roy Johnson 2012


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How to write the minutes of meetings

October 20, 2010 by Roy Johnson

recording formal discussions and decision making

Minutes of meetings

Lots of organisations, groups, and businesses have meetings where a record needs to be kept of the proceedings and decisions made. Somebody in each case needs to write the minutes of meetings.

  • an informal meeting of hobby club members
  • the annual general meeting of a charity
  • a formal meeting of school governors
  • director’s meetings of small or large companies

Memos

The written record of these events are called the ‘minutes of meetings’.

The purpose of taking minutes of the meeting is more or less the same in each case – to keep an accurate record of events for future possible reference.

  • when it took place,
  • who was in attendance
  • who was absent
  • what was discussed
  • what decisions were made

The minutes of meetings are a record of discussions and decisions, and over time they might form an important historical record (in the case of a government’s war cabinet for instance).

There might also be a legal requirement for sets of minutes to be produced in an organisation – as in the case of a charity, a bank, or a limited company.


How much detail?

The amount of detail recorded will depend upon the type of meeting and maybe its historical culture. Some organisations like to have a record that captures the spirit of the discussions that took place; others put their emphasis on the decisions that are made.

One thing is certain: the person taking the minutes is not expected to give a dramatic or poetic description of what takes place. The minutes of a meeting are a summary, recording its most important features.

You can get an idea of the culture and style of the group by looking at the minutes of previous meetings. These will give you a guide to the amount of detail normally required and the way in which decisions are recorded.

Different types of meetings record these details in various styles. A group of parents running a children’s football team does not require the same degree of formality as a managing board of company directors. Roughly speaking, there are three types of minute taking

Informal

This might be no more than a bulleted list of points, a table with boxes to record deadlines, or a checklist of topics.

Minimalist

These will give a brief information on time-date-place, who was present, and details of decisions or resolutions passed. These can often be compressed onto a single side of A4 paper.

Detailed

A document of several pages, with headings and sub-headings, and maybe numbered points. These might provide a record of the discussion in summarized form, along with named individuals given specific responsibilities, plus any deadlines for action.


The Role of a Minutes Secretary

The minutes of a meeting are normally taken by the secretary, whilst the chair conducts the meeting.

It is the role of the chair to set the agenda, introduce items, and decide who speaks to the issues.

In a very big organisation the secretary might delegate the actual recording of events to an assistant or clerk.

It’s important that the minutes secretary follows the progress of the meeting carefully, recording major items of debate and decisions that are taken. The published agenda is a useful template by which to take notes during the meeting. This keeps the order of topics and the structure of the meeting intact.

For this reason the secretary and the chair need to work closely in collaboration with each other.

If a decision taken by the meeting is not clear, the secretary should ask the chair to clarify matters – which often helps other people as well.

Some types of meeting even require a record of who spoke to the issues on the agenda, and what points of argument they made. In such cases, a summary rather than a verbatim record is appropriate.


Writing the minutes of meetings

It is most likely that you will make rough notes during the meeting, then convert these to your finished report of the meeting after it has finished.

Remember that you are summarizing the most important issues, so you need to use a number of skills at the same time

  • good listening skills
  • the ability to summarize
  • good note-taking skills

Your job is to distinguish the less from the more important points of discussion. For this you can use your own system of abbreviations.


At the meeting
  • listen attentively, jotting down key words
  • use the agenda document as a template
  • leave enough space between items for your jottings
  • summarize what’s said, using a system of shorthand
  • ask for clarification if necessary

If the discussion was about The Allied and Providential Assurance Company for instance, you would not write out that name in full ever time. APAC would be a perfectly useful abbreviation in your notes.

Many people find it difficult to listen carefully and make notes at the same time. This becomes even more difficult if they are an active member of the meeting. For that reason a minutes secretary is not normally expected to participate as fully in a meeting as the other members.

If the meeting is not too big, you can probably record people’s contributions using their initials (KP, HT, MA) rather than their full names. You can also do this in any minutes so long as the names appear in full in the list of attendees.

The first time the name of an organisation is mentioned, it should be spelled out in full – as in Product Management Corporation, or the Queen Elizabeth Jubilee Trust. Thereafter, you can use acronyms formed by the initial letters of its name (PMC and QEJT). In very big meetings, these names and acronyms are often listed in an appendix.

Prepare in advance as much as possible. Make sure you have a copy of the minutes of the last meeting, and that they have been circulated to other committee members. Making a record of a meeting is always easier if you know the agenda in advance, and even if you know who might be in attendance.

Make sure you have a copy of the meeting agenda. Get to the meeting early so that you can record the names of other people as they arrive – if you know them.

If you don’t know the attendees, wait until the meeting has started, then circulate a blank sheet on which people are asked to PRINT their names. Don’t circulate this attendance sheet before the meeting starts, because if some people arrive late, the chances are that they will be missed.

It might happen that an item on the agenda is not discussed or is deferred for some reason until the next meeting. You should nevertheless record this fact, so that a future meeting is able to check on the status of the item and decide if it is still relevant.

Some meetings can generate discussions which become arguments, with differences of opinion expressed quite forcefully. A great deal of tact and diplomacy is required in recording such discussions.

The best way to deal with such occasions is to record the fact that there was disagreement, but without going into any details. You can use a form of words such as ‘There was disagreement concerning the choice of contractor for the project, but following discussion it was agreed that …’

Do not intrude any of your own opinions into the record of events. Your task is to appear neutral and impartial – even if you have strong feelings about hte topics being discussed.

Try to get agreement on the date of the next meeting before the meeting ends and people leave. That strictly is the chairperson’s job, but you will be doing yourself a favour in getting agreement on this issue.

If some points of the discussion are still not clear to you, it’s a good idea to ask speakers to clarify matters to you before they leave, otherwise you will have extra work in tracking this information when you come to write the formal minutes.


Cabinet plot against the Prime Minister – using the minutes


Notes on the Agenda

1. The name of the meeting or group

This can be very important in some cases – particularly if the minutes of the meeting will be circulated widely outside the group itself, or even to the public.

2. Those in attendance

The meeting might be composed of delegates or representatives from a variety of organisations. It’s the secretary’s job to note both their names and the organisations they represent.

List the names in alphabetical order. This avoids any suggestion of priority or importance.

3. Minutes of the last meeting

It is usual for these to be looked at briefly, with a view to making sure that everybody agrees they are a correct record.

It might be necessary to note the outcomes of any decisions taken on which action has been taken

Larger or on-going issues very often appear on the agenda of the current meeting, and discussion of them can be deferred until these items are considered.

4. Agenda item One

You should keep the notes for each agenda item separate and quite distinct from each other on the page.

Leave plenty of space between each of your notes.


Template for Meeting Minutes

1. Name of Organisation or group

2. Name of Meeting – it might be a regular meeting or one with a specific purpose

3. Date of Meeting

4. Names of those attending – plus their positions or the organisations they represent

5. Apologies for absence – those giving their apologies for non-attendance

6. Agenda item One – This is usually the minutes of the last meeting

7. Agenda item Two

8. Agenda item Three … and so on …

12. Date of the next meeting

13. Any other business

The papers for a meeting might normally include the following documents (depending on the formality of the meeting or group):

  • An agenda for the forthcoming meeting
  • The minutes of the last meeting
  • Attachments, reports, or letters

Committee members are given these papers in advance, and they are supposed to have read them all before they arrive at the meeting. That’s the theory – but the reality is often different.

People often start reading through these documents at the meeting itself, and asking questions about them – which is one of the many reasons that meetings take longer than they should. It is the job of the chair to impose discipline over such issues.


Writing up the minutes of meetings

You will be creating the minutes from your notes taken during the meeting. Here is one overwhelmingly useful tip on this part of the task: The sooner after the meeting you do it, the easier it will be.

That’s because your rough notes will make more sense, and you are not relying on your medium or long term memory to recapture any names or details of the discussion.

The structure of the minutes will mirror the meeting agenda.

Use the past tense (“Mr Parkinson outlined the plan”) and avoid use of the passive voice (“The plan was outlined by Mr Parkinson”).

Some organisations and groups like to draw attention to the decisions and outcomes by concluding the report of each agenda item with an action point. Here’s an example:

There was a discussion of the proposed alternative route and the impact it would have on local residents and businesses. It was unanimously decided that a formal challenge should be registered at the earliest possible date.

ACTION POINT: The treasurer Mrs Jones will seek volunteers to form a transport sub-committee, and Mr Davis as chair will contact the four local councillors and invite them to address the next meeting.


Sample minutes of meetings

Westleigh Maintenance Company Ltd

Annual General Meeting

Monday 19 July 2010

Present

Julie Culshaw, Mary Greenhalgh, Vera Sisson, Ingrid Kempster, Edward Kempster, Irene Rodger, Colin Rodger, Gerry Clarke, Edith Pickles, Pat Powell, Heather Pollitt, Roy Johnson.

Apologies

Manoj Hira, Reg Marsden, Lavinia Marsden, John Sillar

1. Minutes of the last AGM held on 22 July 2009 were accepted.

2. The accounts for the year ended 31 March 2010 were accepted.

Although these showed an overall loss, this was due to late maintenance payments, and these had since been paid.

3. Appointment of accountants

The finance director suggested that we remain with our current accountants, and this was accepted.

4. Appointment of directors.

The current directors were all standing for re-election. There were no nominations for new directors. The current directors were re-elected.

5. Appointment of company secretary

Julie Culshaw moved a vote of thanks and appreciation to the secretary and other directors in recognition of the amount of work they undertook on behalf of the Company.

Heather Pollitt was elected as secretary.

6. Increase in service charge

Because of the lack of any surplus to pay for improvements and maintenance, the directors recently looked into the possibility of arranging a bank overdraft. This was not pursued because of the cost and the excessive bureaucracy attached. The possibility of extraordinary payments was also discussed and rejected in favour of an increase in the service charge.

The meeting finally agreed that the directors should prepare a financial projection for the next one to two years, based on an increase in the annual service charge to somewhere between £1100 and £1200.

Any Other Business

7. Managing agents

The directors recently decided to end the relationship with the Guthrie Partnership as managing agents, because it was felt that the directors themselves were able to act more efficiently on behalf of Westleigh and its interests.

However, the advisory services of Alec Guthrie himself would be retained as and when required for legal purposes.

8. Maintenance

Directors had spoken to Dave Roberts, who agreed to act as a point of contact for local maintenance services. It was stressed that this did not represent an agreement to cover the costs of any works commissioned: these could only be met following agreement of the directors.

Gerry Clarke reminded the meeting that in cases where leaks from one apartment were affecting another, the costs of any repairs and redecoration were the responsibility of the owner causing the leaks.

9. Gardening

There was general dissatisfaction with the services provided by the current gardeners. A quotation from another local gardening service had been obtained, and it was agreed to change to this alternative service for a trial period once sufficient funds were available – probably towards the end of September.

10. Purchase of freehold

The purchase of the freehold was now complete, and Westleigh owners were in a position to either cease or continue making ground rent payments. Pat Powell suggested that the current payment should be included in the annual service charge, payable by one direct debit. This suggestion was accepted.

11. External re-decoration

The replacement of the finials, cleaning of driveways, and repainting of fascia boards was almost complete. A vote of thanks was extended to Edith Pickles for allowing the use of her garage for storage during these works.

The meeting concluded at 20.15

© Roy Johnson 2010


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