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Ohio Reference Excellence on the Web from Ohio Library Council
Ohio Reference
Excellence
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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Module 2   Interview
Module 3   People
Module 4   Strategies
Module 5   Resources
Module 6   Ethics

Search Strategies Overview

Determine the need, then devise an effective strategy to locate the information.

Search Strategies Overview

     The key to successful searching is getting the correct question in the reference interview. Once you know what the patron actually needs, you can start the search. How you think about getting the answer (your search strategy) directs the methods and actual resources you will use (Module 5). For remote reference, the same standards are expected to be met, and the guideline is concise: "Practice good search strategies."!

[Digital Reference Guidelines]

1. Start broadly, break into parts, then narrow search:

  • Think broadly about what resources might satisfy your patron's information need, then break down complex questions into manageable parts. See if the question can be restated or organized differently to help find the answer.

2. Consider the most appropriate types of resources to consult:

  • Mentally and physically review tools you have on hand. Don't stop with books, magazines or common indexes. Remember pamphlet files, government agencies, universities, online databases, backup reference sources, or experts.
  • Know the recommended Web sources in your library, how they are organized, and how they relate to the library's in-house collection.

3. Use the right keywords and subject headings for the resources you choose:

  • Consider all possible index terms or keywords for your search: for the catalog, in a reference book, or with a search engine. Use broader terms and synonyms to open more areas of possible information and narrower terms for precision searching.

4. Know how to use the reference resources!

  • When consulting Web search engines, choose carefully. Don't rely on one search engine.
  • Be familiar with standard reference source access points such as a table of contents, index, or user guide. Know how search engines work: how to narrow or broaden searches and how to use a search engine's advanced searching techniques for more precise searching.

5. Get the information in the best format:

  • Consider what format or media is needed by the user. Your library has more than books! The Web provides access to many types of media. Search by format in the library catalog or search for different types of media in appropriate search engines.

6. If necessary, refer to an expert on the subject:

  • Consider who might know something about this subject. Search for experts in the field, or the patron might have more information. Going to another staff member, making phone calls to potential experts or sources of information, networking, or asking others are all good ideas.

Did you understand the question?

     Never hesitate to admit to the patron that you don't understand the question. They will generally be glad to explain and will appreciate your interest in the subject. You can start with a dictionary or encyclopedia (print or Web versions) to provide some background if needed.

     Being flexible while searching will give the best results. If you are clear on the question, you can always find resources for answers.

Major Point: Get the patron's real question first, then use a search strategy that will get you to the most appropriate resources.

 

Next!
Reference sources

 

What's new in reference?

Start your search in the right place! Try these links and also see Look It Up page in this module.

Photo: barefoot toddler surrounded by library bookshelves

Feel lost and don't know where to start? Search Tools from Infopeople lists recommended search sites for news, government, kids, indexes, and search engine guides and also available is the Best Search Tools Page which is a search form with the best search tools on one page.

Use the invisible web for sources not in regular search engines, a useful handout from State Library of Ohio.

Get the real question before you search for answers!

Ohio Libraries

Some Preble County District Library locations:

West Manchester Library, Preble County District Library

West Manchester Library

West Elkton Library, Preble County District Library

West Elkton Library

New Paris Library, Preble County District Library

New Paris Library

Reader's Advisory

Sometimes patrons want a good book to read. The readers’ advisory interview uses many of the same behaviors as the reference interview, approachability is the key.

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