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Ohio Library Council
Module Module 4
Introduction 4
Search strategies
Patron sources
Subjects & terms
Indexing
Look it up
Accuracy
Asking experts
Info & Referral
Referrals
Keeping track
Inform patron
 Review 4
Quiz 4
Answer 4
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Review of Module Four

Search Strategies

What have you learned?

    Get the real question before you devise a search strategy! It also helps to know the patron's source. Searching successfully requires an understanding of library subject headings used in the library catalog and in the different kinds of indexes used to locate reference resources -- indexes to whole books, parts of books, articles, or other literary works.

     Providing accurate and current information is critical, and looking up answers, even when we think we know, is always necessary. When the answers aren't in the library, know when and where to refer patrons or to use interlibrary loan. Throughout the process, keep track and keep your patron informed.

Do the following to review:

  • Review the Answer Key.
  • Review the following main points of Module 4.
  • Use the links to go back to any page you want to look at again.

Search strategies

     Get the real question through a good reference interview, then search for answers! Break down complex questions into manageable parts. Look for answers in resources in many formats. Consider all possible index terms. Consider asking experts.
     Major Point: Get the patron's real question first, then use a search strategy that will get you to the most appropriate resources.

Patron's source

     All materials in your library are potential reference sources, but the best place to start may be with the patron's original source.
     Major Point: Discovering the patron's source at the beginning of your search makes the whole process easier.

Subjects & terms

     To develop a successful strategy for finding the best resources, you must know the subject headings and terms to look under in the library catalog, in the index of the reference resource, or in online sources.
     Major Point: Successful search strategies require knowledge of subject terms used in library catalogs and resources.

Indexing

     Indexes help you locate other resources or locate topics within a resource. Books such as encyclopedias have indexes, there are indexes to magazine articles (or poetry, plays, short stories), and the online catalog is an index to the library's collection. Reliable sites that review and categorize helpful Web sites help you locate appropriate sites.
     Major Point: Indexes are finding tools that help you find whole works, parts within works, topics within an individual work, or quality Web sites.

Look it up

     Do not give opinions even when you think you know. Always look up the answers and cite your sources. Use appropriate search engines, and more than one if necessary. Citing the source, print or Web, lets patrons determine for themselves the accuracy and currency of the information.
     Major Point: Always look it up, even when you think you know! On the Web, look it up with the most appropriate search engines, and cite sources for print or Web.

Accuracy

     Your search is not complete until you can give the patron the most current and accurate information.
     Major Point: To provide accurate information: verify the question; use accurate and current sources; and relay the information carefully.

Asking experts

     Your job is to meet the patron's information need in whatever way works best. The best search strategy may be to ask experts in your library or community.
     Major Point: It is often more efficient and productive to ask yourself who knows the answer rather than what books or sites contain the answer.

Information & Referral

     Your search should consider that patrons often have needs that require the services of groups or agencies, for social or health problems as an example. Your library may have a list, directory, or database of these agencies to be used for Information and Referral.
     Major Point: Patrons often have needs that books alone will not meet. They need the services of special groups or agencies.

Referrals

     If the answer isn't in your library, and if Information & Referral to another agency isn't needed, you may need to refer a patron or refer the patron's question. Find out about your library's policy on referrals. Types of referral include referral to another library, state level reference services, or interlibrary loan.
     Major Point: When you can't find the answer in your library, always offer to refer the question.

Keeping track

     Keep track while working on complicated searches in case you are interrupted or the question needs to be referred later, or if others in your library will be working on the question. Keep track of the number of transactions, according to your library's practice.
     Major Point: Keeping track of your search helps others who may work on the search and helps in planning future services. Questions kept with virtual technology may be used to build a database or create FAQs.

Inform patron

     The reference interview does not end when the search begins. Keep the patron informed throughout the search. Continue asking questions and end with a follow-up question that lets you know the patron is completely satisfied.
     Major Point: Continue the reference interview as you search, keep the patron informed of your progress, and be sure the patron understands the information.

Get the patron's real question first, then search for answers. Know your library's resources, the resources available in other libraries, and when to refer. Keep the patron informed.

Next!
    Test yourself on Module Four.

 

What to do when you finish the quiz...

When you have completed the exercises and quiz for this module, take them to your supervisor.

After your supervisor approves your work, you may print a Certificate of Achievement for the module for your supervisor and library director to sign.

Congratulations! You are part of quality reference service in Ohio!

Please fill out and submit the evaluation form to OLC.

Thanks!

 

 

 

 

Remember

Finding the best resources to fill a need requires good strategy.
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