By AcademicWings Editorial Team

Finding a promising PhD opportunity is only the beginning. A search result, a forwarded post, or a link from a directory is not yet a reliable lead. Before you spend time tailoring a CV, asking a referee, or writing to a research group, you need a small record that shows what you found, who owns the information, and what still needs checking.
This is not about building a complicated database. It is about saving enough evidence that you can return to a lead a week later and understand it without relying on memory. A good record also makes it much easier to compare opportunities fairly and to notice when a page has changed.
The record in this guide is for one opportunity. It does not replace a full search system or an application plan. Its job is narrower: help you decide whether this specific lead is real, relevant, and ready for your next step.
Start with the page that owns the decision
The first field in your record is the original page. That does not always mean the first page where you saw the opportunity.
A directory, social-media post, or newsletter can be useful for discovery. But it may copy an old version of the listing, omit a condition, or point to an application route that has changed. For the record, follow the link until you reach the page controlled by the university, employer, research institute, programme, or funder.
Save both links when they are different:
- Discovery link: where you first found the lead.
- Controlling link: the official page that states the opportunity, application route, or funding terms.
The controlling link is the one you should use when you later check eligibility, funding, or the deadline. If you cannot find one, record that clearly. Do not replace it with a guess or mark the opportunity as verified just because the directory looks credible.
For example, a national database can help you find a PhD position, but the offering institution normally controls the application itself. The same division appears in funded doctoral routes: a funder may set the broad framework while the university or research organisation publishes the place and application instructions. Your record should show each source's role rather than treating every link as equal.
The minimum record for one lead
Use a note, spreadsheet row, or saved item with these fields. The format is less important than the discipline of completing the fields from the pages you opened.
| Field | What to save | Why it belongs in the record |
|---|---|---|
| Opportunity title | The title used by the official source | It helps you find the same lead again and prevents you from mixing similar projects. |
| Host and source owner | The university, employer, programme, institute, or funder that owns each source | It tells you who can answer a question and which page controls a condition. |
| Original and controlling URLs | The discovery link, if relevant, and the official link | It separates where you found the lead from where you verify it. |
| Date checked | The day you opened the controlling page | It gives the record a clear point in time. |
| Opportunity type | Vacancy, advertised project, programme route, scholarship, fellowship, or another label used by the source | The label affects the route you need to follow. |
| Eligibility evidence | The exact page or section that addresses degree, skills, language, residence, nationality, or other stated requirements | It stops a general assumption from becoming a decision. |
| Funding evidence | The page that states salary, stipend, tuition support, fees, duration, or conditions, with “not stated” where the source is silent | It keeps funding claims tied to their source. |
| Deadline and route | The deadline, time zone if given, portal or email route, and any separate funding or nomination step | It prevents a good lead from becoming a late application. |
| Research-fit notes | A short note in your own words about the question, methods, group, facilities, or training that make the lead relevant | It gives you a real reason to keep the lead on your shortlist. |
| Unknowns | Facts that are not stated or do not agree across sources | An open question is safer than an invented answer. |
| Next action | One concrete action, such as “read the programme requirements,” “check the funding terms,” “ask the named contact,” or “remove” | It turns the record into a decision, not a collection of links. |
The important parts are the links and the limits. You do not need to copy whole pages into your record. A short note such as “funding page names a stipend but does not state fee treatment” is more useful than a long pasted paragraph. It tells you exactly what you need to check next.
Record source ownership, not just source type
“Official” is not a single category. A university admissions office, department, research group, payroll or HR page, graduate school, and external funder may all publish information about the same PhD. Each can be official, but they may own different decisions.
Write the source owner beside every important link. This avoids a common problem: seeing a statement on a group page and assuming it settles admission or funding. A research-group page may be excellent evidence for research fit. It may not say whether the project has funding, whether international applicants are eligible, or which application portal must be used. Those details often sit on another official page.
You can use a simple source-role label:
- Opportunity source: describes the project, role, or advertised place.
- Admissions source: describes how to apply and the entry requirements.
- Funding source: describes the award, support, exclusions, or conditions.
- Research context source: shows the group, publications, projects, or facilities.
- Government source: controls immigration requirements when they become relevant.
One page may cover more than one role. Record that rather than creating artificial separation. If different pages disagree, do not choose the answer that sounds better. Save the conflict under “unknowns” and use the contact route named by the controlling source to ask one precise question.
Capture eligibility as evidence, not a personal verdict
Eligibility is rarely a single yes-or-no field. It may involve degree background, required skills, language evidence, location, fee status, residence, mobility, or the rules of a named award. A source can also say that an application is assessed individually. That is not the same as a guarantee that you qualify.
In the record, separate what the source says from your own interpretation. For example:
- Source says: “Applicants must meet the programme's published entry requirements.”
- Your note: “Need to check whether my degree is accepted under the programme's country-specific guidance.”
This small distinction is useful. It lets you see which part has been verified and which part still needs an answer. Do not write “eligible” unless the relevant rule is clear and you meet it on the information available. Where a rule needs an institutional decision, record the correct contact or application instruction instead.
Keep funding categories separate
Funding is easy to misread when a listing uses a positive label but leaves the details elsewhere. Save the source wording, then break it into categories rather than compressing it into “fully funded.”
Your funding note can include:
- whether support is described as a salary, stipend, scholarship, studentship, or another term;
- whether the source says anything about tuition or fees;
- whether a duration is stated;
- whether the source identifies conditions, competition, or a separate funding application; and
- what is not stated.
You are not trying to calculate a personal budget in this record. You are making sure that a support statement is not mistaken for a complete funding package. A university funding search, a department page, and an external funder's terms may all be relevant. Keep their links separate so you can see which one supports each part of the claim.
This is especially important when funding and admission have different routes. The University of Edinburgh distinguishes between funding attached to an advertised project and funding an applicant may need to pursue separately. The useful lesson is not that every university works in the same way. It is that your record should make separate routes visible before you assume one application covers them all.
Write a deadline record that can survive a second look
Deadlines should never be stored as a bare date. A useful deadline record answers four questions:
- What exactly is due?
- Where is it submitted?
- Is a time or time zone stated?
- Is there another step before or after it, such as a funding competition, reference submission, or internal nomination?
If the page gives only a date, write “time not stated” rather than adding a local time yourself. If a portal shows a different deadline from the programme page, save both URLs and flag the conflict. You can then check the current instructions or ask the institution a focused question with the relevant links already in front of you.
The date checked matters here as much as the deadline itself. A deadline may be extended, a portal may close early, or a future round may replace an old one. When you come back to the lead, open the controlling page again. Update the record with what changed instead of trusting the old note.
Make research-fit notes short and useful
Research-fit notes are not a place to write a statement of purpose. They are a small reminder of why this lead deserves more attention.
Write two or three sentences in your own words. Name the research question or problem, the methods or data that are relevant, and the group or project evidence that you checked. Then add one honest uncertainty. It may be that the advertised project is broad, a method is not explained, or the named group has not published enough public information for you to understand the current direction.
Good fit notes help you later compare leads that sound similar. They also help you prepare a better question if the official page invites enquiries. A note that says “interesting topic” will not help. A note that says “uses microscopy and image analysis, which connects to my final-year project; need to confirm whether the listed project includes the clinical data component” gives you a next step without pretending you already know the answer.
Treat unknowns as part of the evidence
An incomplete record is not a failed record. It becomes a problem only when the missing fact disappears from view.
Create a visible “unknowns” field and use plain language. You might write:
- “Funding source is named, but tuition treatment is not stated.”
- “The programme page gives entry requirements, but the project page does not state whether this project is open to international applicants.”
- “The listing names a deadline, but the portal route is not yet visible.”
- “Group page shows related work, but it is not clear whether the named researcher is available to supervise this project.”
These notes prevent you from building an application on a missing detail. They also protect you from sending a vague email. When a published contact route is available, you can ask about one documented gap, name the page you checked, and keep the response with the record.
Opportunity Truth Check
Before you move a lead into active application work, read the record once more.
- Can you open the original listing or the official page that controls the opportunity?
- Have you written who owns the eligibility, funding, and application information?
- Does your funding note say what the source explicitly covers and what it does not state?
- Does the deadline record explain what is due and how it is submitted?
- Is the date checked recent enough for you to rely on it today?
- Have you written the unanswered questions and one next action?
If any answer is no, the lead is still in the checking stage. That is not a reason to discard it. It is a reason not to spend application effort before the key facts are in place.
Keep the record private and practical
Save only what helps you make a search decision. You do not need to store portal passwords, private correspondence that you cannot share, referee letters, identity documents, or sensitive personal data in an opportunity record. Keep those materials in an appropriate private place and follow the institution's application process.
For the lead itself, preserve the official URLs, your date-checked notes, and your own short interpretation. When an opportunity closes or no longer fits, keep the record with its reason for removal. It can save you from reopening the same dead lead later, and it gives you a more honest picture of how you reached your shortlist.
Once you can save evidence for one lead, you can make decisions with less re-reading and less guesswork. The next useful step is to give your checked opportunities one place to live.
Official sources
- DAAD: How to find your PhD position in Germany explains how a discovery route can lead an applicant to an offering university, where the application is made.
- UK Research and Innovation: UKRI-funded studentships explains that studentships are offered through research organisations, which publish the applicant-facing route and their own criteria.
- University of Edinburgh: Funding your research degree distinguishes funding attached to a project from routes an applicant may need to pursue separately.
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