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Research Strategy

To make the search process easier, it is important to first think about what question your research should answer.

Structuring the Search

The process of moving from having a question to having a question answered can be straightforward or circuitous - it really depends on the talents of the person doing the research. One of the best practices researchers employ that everyone can adapt to suit their own needs is to plan a search strategy before embarking on the hunt. Of course, all searchers think about what information they need and where to find it, but structuring that thinking could be beneficial. A suggested general sequence is:

  1. Determine what the question is.
    If someone were to read the question without added explanation, would they understand what was being asked? Is enough known about the topic to ask specific questions or will the first search be one to gather preliminary and background information?


  2. Consider the concept(s) in the question.
    Is there another way to express the question? What are words or phrases that could be incorporated into the search or removed to make searching more focused?


  3. Decide what type of information is required.
    What will best answer the question? Will it be a set of statistics, a historical summation of events, or a list of items that contain even more information about the subject of interest? Does it entail meeting with someone to conduct an interview?


  4. Speculate on where that information could be found.
    Who are the organizations with an interest in this topic? Do they issue publications or do research? Is there a government agency that gathers data on this subject? What about universities and colleges - do they have degree programs or research programs on the issue? Are there companies or trade groups with business ties to the subject? Did the media report on it? Can someone who knows one part of the issue recommend sources of more information? Would the Internet be the best source, or are books better this time?

Identifying Resources

When the time comes to actually find the Web sites, books, etc. consider:

Libraries
Not just for print material, libraries also collect and create databases, Internet links and multimedia resources as well. Librarians can provide expert research assistance and work with people to develop or refine searches. Moreover, libraries can be a central source for many of the reference tools mentioned throughout this guide.

One of the major tools for determining what resources a library has to offer is its catalog. Many catalogs are available online and can be searched in a variety of ways. Users could apply some of the search language strategies presented below when conducting catalog searches.

Internet
The Internet can bring useful information directly to a user's desktop, but the vast amount of information on the Internet can drown out quality sites. A combination of well-chosen search engines and carefully structured language can boost retrieval of potentially useful items.

Search Language

Please Note: the term system is used here to represent Internet search engines and library online catalogs interchangeably.

Natural Language

When using an Internet search engine or a library's catalog and the time comes to ask a system to accept a search, the potential for successful results depends heavily on how the machine reads the question. Many systems will accept "natural language" searching in which a user can select everyday words to express their question (ex: "jogging and knee pain"). The alternative is "controlled vocabulary" which is a set of predefined terms that a user must apply in order for the system to recognize their search (ex: "running injuries").

The clearest benefit of natural language searching is that users do not have to learn what words to use to best describe a topic. A downside is that such freedom during searching can lead to results that have nothing to do with the subject. If someone wants to search for 'bridge', natural language will not help the system understand that 'bridge' in this context means the structures that span a gap. It may return resources about a dental bridge, or an emotional bridge built between people.

Controlled Vocabulary

Using a controlled vocabulary can help resolve the problem of context because words are given a precise meaning by the system's designers. Therefore, if someone is searching for information on a dental bridge, they would have to use "dental bridges", "dental bridgework", or whatever term the system prescribes. For example, for the Democracy Research Guide we've designed a set of subject headings to describe an Organizations' focus of work.

Boolean Operators

Once the words are selected, it is time to decide how to put them together for the system to do its work. Search terms can be connected in different ways to tell the machine to look for different things. Familiar to many researchers who work in online environments is the concept of boolean operators. Boolean searching describes the method of telling a machine to find certain words, sometimes in a certain order.

  • AND tells the machine to find all of the words connected by AND
    Ex: "lobster AND fishing" finds all items that contain those two words.
    Use AND to narrow the number of possible items found.


  • OR tells the machine to find one or more of the connected words
    Ex: "lobster OR crab OR shrimp" finds all items that have any one of those words.
    Use OR to increase the number of possible items found.


  • NOT tells the machine to avoid any item containing the term following NOT
    Ex: "lobster NOT Maine" will find all items containing lobster, but will not include those items that contain Maine.

Grouping Search Terms

Another way to help the system understand a search is to group words into phrases. Depending on the search system, it may accept parentheses ( ) or quotation marks " " around words to tell it how to treat those words. An example is "International Date Line". If the machine reads those words separately, it would retrieve every item with the word "international", "date", or "line" - potentially hundreds of thousands of documents. But if it reads the words as a phrase, it will look for those words to appear in that specified order and retrieve only items with the words "International Date Line" together.

There are several sites dedicated to helping Internet users to learn search techniques that improve the quality and relevance of search results. Hint: an Internet search using Google and the phrase "search strategies" will return some good sites. For example:

Searching the World Wide Web (Tilburg University Library):
http://www.tilburguniversity.nl/services/library/instruction/www/onlinecourse/