For my part I'd add “choose a capstone project” before even #1, coupled of course with a strong willingness to change your mind on the capstone project as you go.
I just have a hard time learning things well without having a specific purpose, like something I'm trying to do, or a confusion that I'm trying to resolve, etc.
Probably different approaches work for different people. To each his own!
(When in doubt, my go-to capstone project has always been “I am confused about X. I will resolve my confusion and then create some pedagogical artifact that would have helped my former self.” [e.g. blog post, or improve the pedagogy of the wikipedia article, etc.]
In addition to Google scholar, connected papers is a useful tool to quickly sort through related work and get a visual representation of a subarea.
Context [optional]:
I’m a Ph.D student at MIT doing research in technical AI safety. I mostly do work related to interpretability, adversaries, and robust reinforcement learning (see more here). Often, I am referred either by some Effective Altruist friend of mine or 80k to talk with someone who is interested in technical AI safety research – usually an undergrad (feel free to email me if you’d like to talk – scasper@mit.edu). One piece of advice that I give to almost everyone is to do a “deep dive.”
What’s a “Deep Dive?”
Sometimes there is a catch-22 when it comes to pursuing research work – you need opportunities to gain experience, and you need experience to get opportunities. A deep dive is one way I recommend to gain experience and demonstrate initiative on one’s own. It’s also a good way to explore an area if you’re not sure that you’re interested in it or not. Having done several of them in the past, I believe that they are the best academic experiences I’ve had aside from research projects themselves.
More concretely, a “deep dive” is a procedure that I recommend for reading papers that I think allows you to learn a lot about an area of research that you are interested in. There are 5 steps.
Why is each step key?
Simply reading a lot of papers is good. It will make you better/faster at reading them and teach you a lot. But there are some very specific reasons I recommend all 5 steps.
What do I do now?
I’ve done several deep-dives in the past, but lately, I just try to read papers in general now that I am more familiar with the work that I do. Whenever possible, I read at least a paper per day that I wouldn’t have read otherwise as an exploration heuristic. I still take notes on them. More recently, thanks to advice from Dan Hendrycks, I bookmarked, https://arxiv.org/list/cs.AI/recent and started checking through the new titles every weekday. The deep learning Twitter space can also be useful for finding papers.