Monday, March 22, 2010

2003 Encyclopedia update

by Susan Awe and Barbara Bibel
This year’s Encyclopedia Update features reviews of four print sets - Encyclopedia Britannica, Encyclopedia Americana, The New Book of Knowledge, and World Book Encyclopedia. We also take a look at their online counterparts as well as Grolier Multimedia Encyclopedia.
From our perspective, the encyclopedia world has been fairly quiet over the past year. Compton’s Encyclopedia reverted back to its previous owner, Britannica, and they supplied us with statistical data about the new edition, which we included in our “Encyclopedias in Print” chart, although the set itself was not available in time for us to review. We hope to include it in a future issue along with New Standard Encyclopedia, which also had a late publication date.
Online encyclopedia publishers have been taking a more global approach lately, bundling several different databases together to supplement and expand their encyclopedia offerings. Grolier Online has offered simultaneous searching of Encyclopedia Americana, Grolier Multimedia Encyclopedia, and New Book of Knowledge, along with several other databases, for several years. Britannica recently followed suit by adding Britannica Encyclopedia to Encyclopedia Britannica Online. This year, World Book has changed the name of World Book Online to World Book Online Reference Center to reflect a shift away from the stand-alone encyclopedia model.
For last year’s update we paid particular attention to how encyclopedia publishers handled September 11, a challenge because it occurred relatively late in the year. This year we decided to focus on its aftermath, including events leading up to the war in Iraq. We also took a look at the entries for some key players – Tony Blair, George W. Bush, and Hamid Karzai, among others. In addition, we checked the handling of some emerging diseases, severe acute respiratory syndrome (SARS) and West Nile virus.
Encyclopedia Britannica. 32 v. 15th ed. 2003. Britannica, $1,395 (0-85229-961-3). Encyclopedia Britannica Online. [Internet database]. 2003. Britannica, pricing begins at $195/year. http://www.eb.com/
Encyclopedia Britannica (EB) continues to be an authoritative resource. The 64,900 articles are signed by more than 4,300 contributors and have extensive bibliographies. The latest printing of the fifteenth edition retains the Micropaedia/Macropaedia/Propaedia structure that originated with great fanfare in 1974: short articles for quick reference in the Micropaedia, in-depth treatment of broad tropics in the Macropaedia, and an “outline of knowledge” in the Propaedia.
New entries cover the September 11 attacks, al-Jazeera, and al-Qaeda, all in the Micropaedia. September 11 attacks includes a map showing the flight plans of the doomed planes and a picture of the World Trade Center in flames. Others among the 115 new entries include Barbie, Botox, Designer drugs, Ecoterrorism, Ethnic cleansing, and Swiss Army knife. Among the 64 rewritten or revised articles are Crusades, Geometry, Intelligence and counterintelligence, and Solar system. Twelve new maps and 180 new illustrations make the material more current. There is no coverage of SARS (too new), but users will find West Nile virus. Unless attached to rewritten entries, the bibliographies have not been updated.
The Macropaedia article on Afghanistan is 12 pages long and has been updated in several places to reflect changes in 2002, although there is no mention of Hamid Karzai’s election on June 13. The index misses the reference in the article to the September 11 attacks. The Micropaedia article on George W. Bush, which ends with the November 2002 elections, mentions his efforts during that year to focus world attention on Iraq. The Macropaedia article on Iraq ends in 2000, but users are referred to the Britannica Book of the Year for later developments.
We particularly like EB’s coverage of non-U.S. topics. Macropaedia articles on other countries and on cities outside the U.S. can be extensive. United Kingdom is 137 pages; Vienna and Venice are 6 and 8 pages respectively; West Indies is almost 70 pages. We also like the extensive, scholarly Macropaedia bibliographies. The three-part structure can be cumbersome, so users should check the index first (in fact, the Macropaedia often prompts them to do so) in order to take fullest advantage of what EB has to offer.
Encyclopaedia Britannica Online (EB Online) has a clean, uncluttered home page with a single search box. Users may search with keywords, Boolean operators, and truncation. They may also browse alphabetically or by broad subject area. A spell-check option in the search engine will help them find what they need even if they are unsure of the correct letter combination. They have a choice of searching Encyclopaedia Britannica, Britannica Student Encyclopedia (geared toward middle-school students), Britannica Internet Guide, or video and media separately or in any combination. These tools offer more than 123,000 articles, 22,000 illustrations, 215,000 dictionary entries, and 167,000 web links. In addition to the encyclopedia, users have access to the Merriam-Webster Collegiate Dictionary and Collegiate Thesaurus, as well as a world atlas. Updates are monthly.
Britannica states that EB Online has 264 new and 2,565 replaced articles. Among the new entries are those for select U.S. counties, absent from the print set. Some articles differ substantially from corresponding entries in the print set; the new one on Pope John Paul II, for example, is more current and much more detailed and also adds a list of further reading, which the Macropaedia article does not provide. Because of the option to search several databases, users also have access to 272 new and 589 replaced articles in Britannica Student Encyclopedia and 505 new articles in Britannica Elementary Encyclopedia. As with the print version, users must refer to the yearbook for more current information on Afghanistan; this is true for all of the articles about countries. The article on Iraq ends with the Persian Gulf War, although the Britannica Student Encyclopedia entry is somewhat more current. The George W. Bush entry is more up-to-date than that in the print set, with information from March 2003 about the launch of U.S. attacks on Iraq. The Saddam Hussein entry has been similarly updated. Oddly, among the Web links for the new September 11 attacks article, users will find sites for the Starr Report (issued on September 11, 1998) and Apollo 11. The video and media links are irrelevant, too. They include videos on heart attacks and plants (“defenses against attacks”).
There is no information on SARS. Entering severe acute respiratory syndrome produces information about the respiratory system and links to articles on various syndromes. A brief article about West Nile virus has basic information and good Web links to the CDC and the Pennsylvania Department of Agriculture, but the video links are strange. There are videos on the Virginia Woolf-Vita Sackville-West relationship, the Notre Dame-West Virginia football game, and the Nile in ancient Egypt, among others.
There are a number of special features available in EB Online. The Workspace button on the menu bar allows users to mark articles and store them for research projects. Britannica Heritage has articles from previous editions by notable contributors as well as galleries of maps and images so that users can learn about the “changing nature of human knowledge”. Interactive time lines charts the development of the arts, sciences, technology, etc. The world atlas allows users to click on a part of the world to see regional maps or on index tabs to select political, physical, or economical maps. To see a map of an individual country, one must click on it to go to the article about the country and then click on the map.
The Annals of American History Online is a collection of primary source material from more than 1,500 authors. It includes speeches, landmark court decisions, and essays. Users may search alphabetically by author; by subject (discrimination and diversity, war and peace, American democracy, etc.); or by a time period. The Britannica Online School Edition [RBB N 1 02], for K-12 students, is also a special subscription. It includes the Encyclopedia Britannica, Britannica Student Encyclopedia, and Britannica Elementary Encyclopedia as well as extra materials for teachers to use in the classroom.
Conclusion: EB retains its position as an excellent scholarly reference source for public, academic, and secondary-school libraries. EB Online has current, authoritative information at several reading levels, an excellent selection of Web links, and links to magazine articles. Although it may not be as up-to-date as other online encyclopedias, EB Online is an excellent resource for academic, public, and high-school libraries.
Encyclopedia Americana. 30v. 2002. Grolier, $1,049 (0-7172-0136-8)Encyclopedia Americana Online. [Internet database]. Grolier, pricing from $515 in combination with other Grolier Online products. Visit http://go.grolier.com for free 30-day trial.
Encyclopedia Americana (EA), known for thorough scholarly coverage since it was first published in 1829, had numerous changes for 2003 – adding 50 distinguished new contributors, adding 135 new color photographs and 25 new black-and-white ones, and revising or adding 160 bibliohraphies – in addition to ongoing projects. There are 44 new entries, among them Direct marketing; East Timor; Graves, Michael; Iguanadon; and Mississippian Culture. Aztecs, Eskimos, Microbiology, and Psychiatry are among the 29 replacement entries, and Adams, Abigail; China: Literature; Encyclopedia; Grasshopper; Hydroelectric power; and Powell, Colin are among 193 entries that have been significantly revised. A focus on Islamic studies resulted in new entries for Islamic philosophy and science and Islamic poetry and revised entries for Islam and Islamic art and architecture. The Space shuttle article mentions the Columbia disaster in February 2003. There is no entry for West Nile virus.
Last year, EA created an index entry for September 11 attacks, under which one could find citations to bin Laden, Osama; Bush, George Walker; disasters; hijacking; New York City; terrorism; and United States. The 2003 edition adds citations to New York Stock Exchange, Pentagon, and Port Authority of N.Y. and N.J. There is a new index entry for Qaeda, al. The article on President Bush is current through the November 2002 elections and mentions possible confrontation with Iraq. Afghanistan has been updated through December 2001 and the installation of Hamid Karzai as interim leader. There is also a new biographical entry on Karzai. In last year’s update we mentioned that many bibliographies have no books added since the 1980s, and this is still the case – Clothing, Compact Disc, and Consumer protection are just a few examples. The most current title in the bibliography for Computers and computer science: history of the computer was published in 1993. Air traffic control has no titles more recent than 1990; the same is true of Interior design (where the illustrations also need a serious facelift). On the other hand, the Afghanistan bibliography includes several titles published in 2002.
Encyclopedia Americana Online (EA Online) is well organized and frequently updated. The attractive splash page leads the user to four modules: Browse, American Journal, Editor’s Picks, and Profiles. Browse is an easy-to-use subject se arch; a more complex Query Builder, allowing highly refined searches, is available in the Advanced Search page. The expanded Americana Journal continues as EA Online’s weekly updated feature and is searchable by keyword as well as country. Editors’ Picks, also updated weekly, contains essays on particular topics, and Profiles assembles 1,500 frequently consulted biographies, classified by subject. An atlas and dictionary are available via the GO frame, which simultaneously searches all Grolier databases to which a library subscribes.
EA Online has added thousands of current Web links plus new maps and illustrations. Most of the articles now link directly to the OCLC WorldCat and EBSCO databases. Among the 222 new articles are Bentonville; Bush-Gore Election 2000; Gorey, Edward; Industrial archaeology; Islamic philosophy and science; Mississippian culture; Process philosophy; and Silk Road; the last four examples have also been added to the print set.
EA Online has many advantages over its print counterpart in terms of currency. Among the articles that have been replaced or significantly revised but not in print are Bonhoeffer, Dietrich; Caffeine; Carbohydrate; Ecology; Germany; Pacemaker; and Social sciences. The online version of Consumer protection has an updated section relating to the European Union and a 2001 title in its bibliography. The online Iraq article is more current, adding a paragraph with information from late 2002. Afghanistan ends at the same point as the article in the print set—December 2001—but for both countries, the online version has a more extensive bibliography with several very current titles as well as links to magazine articles and Journal entries are also the sources for updated information on Tony Blair, whose encyclopedia entry ends in 1998. There is no entry for West Nile virus, but a full-text search leads to the article Encephalitis, where it is mentioned. A Journal search results in nine documents specific to West Nile. The Journal is the only place to find coverage of SARS.
Maps are a good size and readable and print quickly and easily. Most Web links are relevant and current. The fact that Article Titles Search is the default is still a drawback. Searching for George W. Bush results in no hits because George Walker Bush is the proper heading. Another annoying feature is that the search term must be retyped in order to try a full-text search instead.
Conclusion: EA offers in-depth treatment of many topics and is a good choice for academic, public, and high-school libraries, though the appearance of the print version makes it less inviting for students than encyclopedias that use more color. For this reason, libraries might choose to skip the print set and opt for EA Online, which has made improvements in user-friendliness and is the first online encyclopedia to offer an ADA-compliant version.
Grolier Multimedia Encyclopedia. [Internet database] Grolier, pricing from $415 in combination with other Grolier Online databases. Visit http://go.grolier.com/ for free 30-day trial.
Designed for students in grade five and up, Grolier Multimedia Encyclopedia (GME) launched a new version, 3.0, in May 2003, with a new design and an AD-compliant version. Among the new features are Today is…, which highlights birthdays of well-known people as well as historic events; new games and a Games Archive; and a How to Cite This Article link. Searches now retrieve media items as well as articles, listing each separately in the results. The weekly News feature now offers a link to a “selection of respected national and international news stories.” Several enhancements have been made to GME’s multimedia components. For example, videos, panoramas, and maps are now linked to other related material.
The encyclopedia can be searched by keyword or title or browsed by subject. In Advanced Search, users can employ Boolean operators and wild cards. Articles tend to be shorter than those in other encyclopedias, reflecting GME’s roots as the short-entry Academic American Encyclopedia, which Grolier published in print form from 1980 to 1998. Entries are linked to media, to Web sites, and to full-text articles from 700 periodicals available through EBSCO Content Solutions. Among the 600 new articles added since February 2002 are African Union; Labor economics; Nanotechnology; Open source; School vouchers; and Suprefund. There are also new entries for the space probes Aqua, Genesis, and Nozomi. Additional new articles cover topics in British, Irish, and Russian history; Christian contemporary music; and biographies of contemporaries like Michael Bloomberg and Annika Sorenstam. More than 90 articles have been rewritten or replaced, among them Army, E-Commerce, Mars (planet), and United States education. Additionally, 400 new photographs, pieces of art, and multimedia have been added.
The main Afghanistan article is current through March 2003. The article on September 11, 2001, mentions the sentencing of Moroccan Mounir al-Motassadek to 15 years in prison by a German court in 2003. Both the George W. Bush and Iraq articles are current into June 2003. There is also an article on the Iraq war. We found biographical entries for Hamid Karzai and Tom Ridge. The article on SARS is current through May 2003, giving death rate and infection statistics as well as symptoms, though no periodical articles are listed under the Periodicals tab. There is no article on West Nile virus, but it is mentioned in Encephalitis.
The familiar Research Starter feature has more than 150 topics, many in the sciences. Brain Jam is the monthly feature highlighting a subject of current interest and often relates to the calendar month, such as Space Exploration and NASA for July 2003, with a picture of Buzz Aldrin walking on the moon July 20, 1969. Timelines consists of 24 main time-line screens covering world history events from 4,000 B.C.E. to the present. Printing with the Print/Email tab is easy and fast. An atlas and dictionary are available via the GO frame, which simultaneously searches all Grolier databases to which a library subscribes.
Conclusion: GME is an attractive, up-to-date resource for school and public libraries.
The New Book of Knowledge. 21v. 2003. Grolier, $699 (0-7172-0535-5).The New Book of Knowledge Online. [Internet database]. Grolier, pricing from $415 in combination with other Grolier Online databases. Visit [http://go.grolier.com] for free 30-day trial.
The New Book of Knowledge (NBK) provides balanced, appropriate, and engaging coverage of a wide range of topics for students in grades four through six. Many appealing features, illustrations, and maps complement encyclopedia entries. For the 2003 edition, 51 completely new articles were added to the print set, among them Africa Union; Chirac, Jacques; Grief; Giulani, Rudolph; Mesopotamia; Snails and slugs; and Zoology. Fifty-three articles were replaced; including China, Conservation, Contact lenses, Medicine, Narcotics, Shanghai, and Sudan. Another 38 articles, including Arabs, Food supply, Koran, Olympic Games, and Postal Service, received significant revisions. About 1,200 new images, photographs, and works of art were added, and now more than one-third of the space in NBK is devoted to illustrations. Approximately 1,500 bibliographies were added, bringing the total number of titles to nearly 8,000.
The replacement article on Afghanistan is current into June 2002 and Hamid Karzai’s election as president of the Transitional Authority. Terrorism, war on is a new entry, and Bush, George W. and Terrorism were replaced. The Bush entry notes his address to the United Nations in September 2002, and the new entry on Tony Blair mentions the prime minister’s support for Bush’s plans to disarm Iraq. The postdeadline Columbia space shuttle disaster made it into the entries for Space exploration and travel and Space shuttles.
Each volume has its own index with blue pages, which makes it easy to locate, and there is a well-constructed comprehensive index volume for the set. Items such as pictures, maps, and diagrams are clearly identified in the index entries. Unfamiliar words are often defined briefly in the index, which is very helpful. All entries are signed, with a few words to identify the contributor; additionally, experts have reviewed some of the entries. Bibliographies appear in the “Home and School Reading and Study Guides,” which accompanies the print set and is also available online.
Articles in The New Book of Knowledge Online often contain graphics, fact boxes, projects and links to related NBK News stories (updated weekly), Web sites, articles in around 50 selected magazines appropriate for the elementary- and lower-middle-school level, and further reading lists. Longer articles have tables of contents allowing users to easily access the sections they want. Under NBK News, SummerScoops is a fun section that currently links to the Great Outdoors, Sightseeing.com, Rainy Day Fun, Summer Reading, and more. Other regular features, such as Wonder Questions, Literary Selections, and Projects and Experiments, are also found in the print set. These features, along with World History Time Line, Homework Help, and Bibliographies, are all accessible from every screen in the left frame. Encyclopedia Spotlight (a monthly topic) and Web Feat! (a fun-and-games approach to learning) are accessible only from the main page. Printing from all sections is easy to do and works quickly. An atlas and dictionary are available via the GO frame, which simultaneously searches all Grolier databases to which a library subscribes.
A Subject Browse, Alphabetical Browse, and Advanced Search are available in addition to a full-text Quick Search. A Quick Search for September 11 yielded a useful collection of 143 encyclopedia articles and NBK News stories, while Afghanistan retrieved 78 articles and news stories. Being able to retrieve articles and updates in a single search is a great feature, making Quick Search very user-friendly. The George W. Bush article discusses the president’s State of the Union speech and also the start of the U.S.-led invasion on March 19, 2003. The article on Iraq mentions the fall of Baghdad on April 9, and there is a separate entry for Iraq War. The entry for Sadaam Hussein has been updated to record the fall of his regime. Users can link to information on both SARS and West Nile virus in NBK News and encyclopedia articles.
Conclusion: In both its print and online version NBK is well suited to its young audience, a group generally underserved by reference publishers. Its many appealing features encourage children to explore and to develop good research skills.
World Book Encyclopedia. 22 v. World Book, $849. (0-7166-0103-6). World Book Online Reference Center. [Internet database]. World Book, pricing from $395. Visit http://www.worldbookonline.com/ for a free 30-day trial.
World Book (WB) continues to be a first choice for libraries, schools, and homes. The 2003 print edition has 114 new articles. They include Blood doping, People for the Ethical Treatment of Animals, Hot spot, and Intellectual property. John Ashcroft, Hugh Maskela, Marcia Muller, and Sara Paretsky are a few people covered in the new biographical entries. Some 184 articles have been extensively revised or rewritten, among them Cancer (disease), Basques, Element – chemical, Immigration and Naturalization Service, Khyber Pass, and Food additive. More than 190 maps have been revised, and 350 new photographs have been added. The editors have revised 294 bibliographies. This year’s special volume is World Book Focus on Terrorism, which contains encyclopedia articles and special reports on topics such as “The Attacks on September 11” and “Homeland Security: Fighting Terrorism at Home”.
World Book is almost always up-to-date, although its early revision deadline – printing of the 2003 edition began in October – means that it misses events that some other encyclopedias are able to include. New entries cover the Department of Homeland Security, al-Qaeda, Tom Ridge, and the Taliban. The Afghanistan entry has been rewritten and is current through the establishment of the transitional government in April 2002. The article on terrorism covers new airport security procedures. The entries on Tony Blair and George W. Bush both make reference to the war in Afghanistan abut have not yet been updated to reflect later events. Also not yet updated are the entries for Sadaam Hussein and Iraq. There is no entry for Hamid Karzai. The index is detailed and easy to use, including page numbers for illustrations and maps.
In July the name World Book Online was changed to World Book Online Reference Center (WBORC) to reflect the fact that it offers access to multiple databases. The World Book database contains the complete text of the print edition and the World Book Dictionary as well as 8,000 articles created for the electronic version and 13,000 Back in Time articles from earlier annual supplements. Users may browse by broad subject area or media type or use the Basic or Advanced keyword search functions. The advanced search mode allows Boolean operators, limits (article text, title word, atlas, media type, Back in Time, or special reports), and truncation.
The more than 800 new articles in WBORC include biographies of all Nobel Prize winners and all current U.S. senators; NBA teams; current news topics (Department of Homeland Security, LASIK surgery, Obesity); and biographies of celebrities and political leaders (Mahmoud Abbas, Julia Child, Tommy Franks). Angogenesis, Chatres Cathedral, and Microelectromechanical systems are among the revised articles. The article on Afghanistan has been rewritten with Web links to the Country Study and Background Notes from the State Department, the CIA Factbook, and the Washington Post as well as Canadian and British new sources, along with magazine articles from EBSCO Content Solutions. There is an article on the war in Iraq (here called “Persian Gulf War of 2003”) as well as a special “War in Iraq” feature. The entries on Tony Blair and George W. Bush are both more current than those in the print set, noting the beginning of the war; Hussein, Sadaam and Iraq both note the toppling of the former leader’s regime. The article on AIDS has been extensively revised, with a map showing the worldwide incidence of the disease and a brief discussion of the cost of therapy and drug availability in the Third World. A search for information about SA RS produces an article on the topic as well as a picture showing protection against the spread of the disease in Hong Kong.
Special features in WBORC include Surf the Ages, which is a set of simulated Web sites representing different historical periods. The Back in Time section allows users to see articles about important events in earlier World Book annuals. Today in History lists events that happened on that day with links to relevant articles. The feature of the month highlights an important event that occurred during that month – in July it was hurricanes. Behind the Headlines links users to articles that provide background for current events. Clicking on the More Resources box in the menu bar leads users to tools for parents, teachers and students.
In addition to World Book and its suite of features, WBORC offers access to a Spanish-language encyclopedia and World Book Research Libraries. World Book Research Libraries, requiring a separate subscription, offers eight extensive collections of primary sources in broad subject areas – science, literature, history, and so on. Clicking on the Research Library link takes users out of the World Book site with no link to return, a minor inconvenience.
WBORC is very current. Features such as Behind the Headlines are revised daily, and new and revised articles are added monthly. Web links are validated on a continuous basis. The new site design is easier to navigate, and it makes all of the features available from anywhere in the site. Articles download faster, too. The print capability now allows users to print specific sections of an article, which saves ink and paper. These improvements plus the broad range of content at several different reading levels make World Book an excellent resource for school and public libraries.
Conclusion: World Book is recommended for its high-quality, current, and accurate information in attractive print and online packaging.

Monday, March 15, 2010

Pathfinders: A way to boost your information handouts beyond booklists and bibliographies

by Alice Sizer Warner

My introduction to “Pathfinders” came in Prof. James Matarazzo’s class in Literature of Science and Technology at Simmons library school. Matarazzo handed around a hat containing slips of paper and told us to choose one at random. Each was inscribed with a technical topic quite foreign to most of us. My slip read, “Computer Aided Design,” something I considered quite daunting in the early ‘70s. I swapped with another student for “Reinforced Concrete Boats”.

The assignment was for each of us to compile a pathfinder – a bibliographic tool designed to get patrons up to speed fast in finding out by themselves what they want to know. We were to use the Massachusetts Institute of Technology library collection as a base. Pathfinders that passed the scrutiny of Matarazzo and MIT librarians would actually be used for the benefit of MIT patrons. Winning pathfinders would eventually be published by Addison-Wesley – a heady prospect for mere students.

Those early pathfinders, “designed to help users begin to locate published information in specific fields,” were developed under a grant from the Council on Library Resources by the staff of the Project Intrex Model Library Program at MIT. Topics were not limited to the purely technical; other pathfinders covered subjects ranging from “Apartheid” to “Juvenile Delinquency”.

Setting the pattern
MIT pathfinders covered two pages, two columns to a page, and followed a rigid pattern:

  • “Scope” (A definition. The scope for “Juvenile Delinquency,” for instance, was, “Those social acts of nonadult persons that are prohibited by law or are socially disapproved.”)
  • “An introduction to this topic appears in…” (Usually the best introductions were in encyclopedias or specialized dictionaries.)
  • “BOOKS dealing with… are listed in the subject catalog. Look for…” (Usually three descriptors were indicated, “highly relevant,” “also relevant,” and “more general”.)
  • "ENCYCLOPEDIAS and HANDBOOKS which contain information on… are…” (Specific references.)
  • “BIBLIOGRAPHIES which contain material on … include …” (Source listings too long to include in the pathfinder.)
  • “JOURNAL ARTICLES and other literature on… are listed primarily in these guides” (Specific reference to indexes, including relevancy of various subject descriptors. These varied amazingly well from index to index, as well as year to year.) This was followed by, “Other indexes, listed here, should be used for an exhaustive search. Only a limited return can be expected for the time spent. Directions are generally given in the front of each issue.”
  • “JOURNALS that often contain articles relevant to … are …” (This led users to magazines appropriate for browsing.)
  • Appropriate sections on reviews, symposiums, conference proceedings, U.S. Government documents, United Nations publications, or other international documents.

    Project Intrex is a decade gone, but the pathfinder concept remains timely.

Spreading the world
Pathfinders can be teaching tools. For the last three years I have taught a one-day seminar called “Women and Business Ownership,” using a six-page pathfinder now in its sixth edition. Following the pattern, I start with a scope: “U.S. women own and manage a growing number of businesses, most of them small. Many of these women face special societal, personal, family, and business challenges because of their womanhood. Yet no woman is exempt, nor should she be, from the legal, fiscal, managerial, planning, and profitmaking responsibilities inherent to all businesses.” The pathfinder shows “Women in business” to be the most relevant catalog heading, while “Women entrepreneurs” serves in Readers’ Guide. I suggest books and articles from the 1980s, and list those still useful from the 1970s.

The pathfinder then moves outside the library, and addresses the Small Business Administration, small business trade groups, and seminars. Information is given on pertinent, self-teaching, computer-aided courses, and on loans, counseling, networks, women-owned businesses, and business newspapers.

Compiling this pathfinder took a good deal of time, but the time it saves now is enormous. As a teaching crutch, it is invaluable. I print the pathfinders with deliberately wide margins, so students can take notes as we go through, item by item. Also the text is on a word-processing computer, so updates are easy to produce.

The one-page pathfinder on “Finding Information In a Library on Personal Financial Management” (see below) was first compiled for an Air Force course I taught on how to become a personal financial management counselor (yes, we librarians do get off assignments!). Later revisions are being used for community college seminar and adult education groups.

An Information Guild pathfinder:

Finding Information on Personal Financial Management

BOOKS are listed in the library catalogs. Look for:

  • “Finance, personal” (most relevant)
  • “Home economics – accounting” (also useful)

BROCHURES, PAMPHLETS, etc., may be in the “Pamphlet file” or “Vertical file”. Ask a librarian for location and look under:

  • “Family finance”

ARTICLES and other items are indexed in the Reader’s Guide to Periodical Literature. Look for:

  • “Finance, personal” (most relevant)
  • “Budget, household” (also useful)
  • “Credit”
  • “Debt”

REGULAR COLUMNS appear in many magazines. A few examples are:

  • Money Magazine (probably the most useful), containing:
    “Money helps: questions and answers,” “Love and money,” and “One family’s finances,” which details how real-life people make specific financial decisions and why
  • Newsweek – Jane Bryant Quinn
  • Woman’s Day– Jane Bryant Quinn
  • Better Homes and Gardens – “Money”
  • U.S. News and World Report – “Managing your money”
  • Parent’s Magazine – “Money Lines”
  • McCall’s – “Money talks”
  • Esquire - “Personal finance”
  • Ladies’ Home Journal – Sylvia Porter’s “You and your money”
  • Redbook – “Mostly money”
  • Good Housekeeping – “Your money”

    Public library possibilities
    Public libraries are a natural place for pathfinders. Some special suggestions:
  • Establish a standard format. There is no single “right way,” but pathfinders should be uniform.
  • Limit the length to two pages printed on both sides. Avoid the temptation to use legal-sized paper; it can cause copying problems and doesn’t fit conveniently into file folders and school notebooks.
  • Choose both universal and regional subjects – pet care and Christopher Columbus, as well as local heroes. Reference librarians know needed topics.
  • Communicate with local schools to determine upcoming assignments. Assure authorities that pathfinders enhance student research skills and do not do their homework for them.
  • Give specific instructions. Use call numbers and exact directions, such as “File cabinet under big window” and “Paperbacks in front hall.”
  • Add “Outside Sources”. Suggest visiting museums and town halls, writing legislators and trade associations, telephoning local offices or 800 numbers.
  • Try to prepare the final draft on a word processor. A 12-pitch type setting allows more words to a page than does the common 10-pitch.
  • Distribute your pathfinders only after two or three dozen topics become available. Too few can produce unreasonable runs on cited library materials.
  • Share with other libraries and adapt others’ pathfinders to your own library. Adapting is important, because the most useful pathfinders are local. My own “Women and Business Ownership” has a very New England slant.
  • Investigate the use of volunteers to complete pathfinders. Prepare a job description, perhaps listing available topics. Interview applicants carefully. Be sure volunteers know they will have their work edited. Print compilers’ names on each pathfinder.
  • Consider cooperating with a school of library science. Student volunteers could be rewarded with school credit as well as publication, which could be cited on resumes.

Does all this sound like a lot of work? Yes, it does, and it is. The concept of pathfinders may be hard to sell to an overworked staff. Once the project is underway, however, benefits to staff and patrons alike will be evident – time saved, heightened awareness of reference tools, creative achievements, increased interaction between staff and patrons, and great public relations.

Pathfinders. By Warner, Alice Sizer. American Libraries, Mar. ’83, Vol. 14, Issue 3, p.150 2 p. Academic Search Premier.

Monday, March 8, 2010

APA List of references

Diana Hacker. “Social sciences: documenting sources, APA list of references”. http://www.dianahacker.com/resdoc/p04_c09_s2.html

Monday, March 1, 2010

Introduction to Reference: Pathfinders

The intent of a pathfinder is to locate reference materials in a variety of formats. It is also intended to teach the process of creating reference tools for library patrons.

A pathfinder is an introductory list of a variety of sources of information on a specific topic. Often it is created to aid patrons in doing research in a particular library and to acquaint patrons to the holdings of a library in a subject of interest. Alice Sizer Warner defines a pathfinder “as a bibliographic tool designed to get patrons up to speed fast in finding out by themselves what they want to know.” (American Libraries, March 1983, p.150).

Remember, a pathfinder is not meant to be an in depth bibliography so be careful to select a subject whose scope is appropriate for a pathfinder. Canadian history would be too large and Teaching Philosophy to Three Year Olds would be too narrow. A subject should be broad enough to have at least 20 distinct and important sources but small enough to be well covered by this number of sources.

A pathfinder is not comprehensive. It is an introductory list of a variety of sources of information on a specific topic. A pathfinder is not just an ordinary bibliography or list of sources, it is a subject oriented research guide designed to encourage self-directed use of the library.

Categories
All, or most, of the following categories should appear in your pathfinder, generally in the same sequence.

Scope statement: A short definition of the subject, the audience and the library for which the pathfinder was prepared.

Topic: What are you talking about?

Scope: How much of the topic are you covering? All rug collecting, or just collecting one type of rug?
Audience: Who is your audience? College library patrons with a personal interest in the topic? Layperson, professional, students in a particular course? Staff members? Others?

Introductory materials: This section usually describes a specific source which would give a beginner a general introduction or overview. Two or three may be cited as appropriate. May be an encyclopedia article, journal article, chapter of a book, etc.

Subject headings: A listing of the subject headings used in the library’s OPAC under which the user will find sources on the topic. Usually listed in order of importance but can also be ranked qualitatively, by describing as “highly relevant”; “also relevant”; “related” or other terms which indicate their usefulness.

Call Numbers: for browsing in the stacks.

Reference Works: Encyclopedias, handbooks, directories, almanacs, atlases, bibliographies, etc. (online versions to which the library subscribes or which are freely available on the Web are acceptable.) This section generally lists specialized encyclopedias and other reference materials that relate specifically to the topic. Sources should generally provide substantial information on the topic.

Books: List the best two or three books specifically on the topic. Be sure to include the “classic” text on the subject when there is one.

Abstracts/indexes: Include indexing tools, which would be available and list the entry terms that would be most appropriate. If there are magazines, which consistently contain relevant articles, list them here.

Internet resources: (don’t go overboard here, limit yourself to three or four maximum): List here any Internet sites on the topic that have been fully examined and found to be accurate and authoritative.

Non-print sources: e.g. videos: List representative titles when these materials are available. It’s a good reminder that information comes in many formats.

Government publications: (may or may not be appropriate)


Other sources deemed appropriatee.g. individuals (with permission), associations/organizations, etc.

Commentary
The commentary on the search process is something users will never see. However, it details how sources were selected and evaluated.

The sources used to locate each citation on the pathfinder e.g. library OPAC, specific indexes, bibliographies, reference works, search engines/directories and the search terms/strategies employed.
The selection criteria used for each category listed and how the resources included meet these criteria.

The titles of the resources examined, but chose not to include. Why were they rejected?

Guidelines
All bibliographic citations must follow the APA Style Manual. Entries are to be single spaced with double spacing between entries. If there is more than one entry under a heading, list them in alphabetical order. Include call numbers as applicable.

Provide evaluative annotations for the sources on the pathfinder. The annotations do not have to be extensive, one to two sentences not exceeding 50 words will do. There is no need to write in full sentences.

When writing an evaluative annotation it is not sufficient to say “This is a good book/web site on…” You need to state why the source is good, e.g. “site includes an overview of the topic and has a comprehensive list of hotlinks to…”

Further information about writing annotations is available at:

Citation guide: a guide to creating citations for bibliographies and works cited papers
http://libguides.aacc.edu/content.php?pid=4203&sid=25840

Academic writing: Annotated bibliography
http://writing.wisc.edu/Handbook/AnnotatedBibliography.html

How to prepare an annotated bibliography
http://www.library.cornell.edu/olinuris/ref/research/skill28.htm

If there are no materials under a particular category then leave that category out. If you find a category that has not been listed feel free to add it.

Examples
Numerous examples of pathfinders are available over the Internet, e.g.

Chichen-Itza pathfinder http://www.ils.unc.edu/~barrh/pathfinder1.html

Sendero – Shining Path pathfinder
http://www.ils.unc.edu/dpr/path/senderoluminoso/sendero_journ.html

Metadata: A Pathfinder
http://web.archive.org/web/20041023203516/http://ils.unc.edu/~moony/metadata/metapath.htm

For additional information on pathfinders checkout:

Models for creating pathfinders. Retrieved January 12, 2004, from Springfield Township High School Virtual Library site:
http://www.sdst.org/shs/library/pathfindermodels.html

A Pathfinder for constructing pathfinders. Retrieved February 9, 2010, from Wenatchee School District Website.
http://home.wsd.wednet.edu/WSD/Instructional/learnteach/libraries_media/Pathfinders/path.htm

Pathfinder links, Retrieved February 9, 2010 from
http://eduscapes.com/earth/informational/path4.html

Western Australia. Dept. of Education and Training. (n.d.) A Pathfinder to develop pathfinders. Retrieved January 12, 2004, from
http://www.det.wa.edu.au/education/cmis/eval/downloads/curriculum/pdevelop.pdf

Template for creating pathfinders. Retrieved January 12, 2004, from Wenatchee School District Web site:
http://web.archive.org/web/20031023023440/http://mciu.org/~spjvweb/pathfinder.html

For additional information on APA style check out:

Publication manual of the American Psychological Association. (5th ed.) (2001).
Washington, DC : American Psychological Association.

Using American Psychological Association (APA) format (Updated to 6th ed.): Your reference list (2010).
http://owl.english.purdue.edu/owl/resource/560/01/

Using APA format (2003, July 23). Retrieved January 12, 2004, from Ryerson University Library Web site:
http://www.ryerson.ca/library/courses/business/bizlib/apa_skills.html

Compiling a bibliography according to APA. (2003, June 11). Retrieved January 12, 2004, from Nova Scotia Community College Web site:
http://www.library.nscc.ca/research_assistance/Bibliographic_Styles/apa_guide.asp

Citation style for writing research papers. Retrieved February 9, 2010 from Kwantlen Polytechnic University web site
http://www.kwantlen.bc.ca/__shared/assets/APA_citation8199.pdf

Monday, February 22, 2010

The reference section

Gosling, Mary. Learn Reference Work. Canberra: DocMatrix, 2001.

Introduction
The aim of every library is to provide information to its clients. The reference section provides services which help clients make the best use of a library’s resources, and find the information they require quickly and efficiently.

Reference services vary with the purpose and size of the library. A large library is likely to have a reference section of several staff who deal with a wide variety of subjects. They may also be responsible for a function or a subject area. A large library will have a separate reference desk and a loans desk to meet the needs of its clients. A smaller organization will may have only one or two staff who must provide a wide variety of services, although in a more specialized subject area. There is likely to be one desk only, providing loans and reference assistance.

Staff working in a reference collection consisting of printed publications and electronic sources which are used to find information and refer clients to other sources. The Internet in particular has increased the range of resources available for finding information and answering enquiries.

The basic purpose of a reference section is to assist clients to access information in the library’s collection and from other sources, and to make the best selection from the collection.

Reference services
The reference services provided by a library include

  • assistance in using the library
  • answering requests for information
  • reader education
  • conducting literature searches
  • current awareness services

Assistance
Many library clients need assistance in using a library, particularly the first time they use it. They may need help searching the catalogue, finding material on the shelves or finding information in reference sources. Some people feel comfortable using a library, but are unfamiliar with electronic sources of information and request help using CD-ROM databases or the Internet. Library staff advise on search techniques and explain how to use the library’s resources.

Answering requests
Many people come to a library to answer a particular question or problem. They ask for help at the reference desk because they are unsure where to start looking. The enquiries range from simple questions – e.g. ‘do you have any books on Australian history?’ – to complex research topics such as ‘what effect did missionaries have on the political development of the Pacific region?’ Library staff are trained to find answers to these questions and to help clients find the information.

Reader Education
Library staff provide instruction on how to use the library to individuals and groups of clients. A library may hold orientation tours for new clients, or conduct training sessions on using resources or specific sections of the collection. Most libraries publish guides or leaflets on their collections and services.

Literature searches
If a library client has a complex research question, the library staff may search for the relevant information using online or CD-ROM databases or the Internet. In other libraries clients are encouraged to do their own searches.

Current awareness services
Current awareness services are provided to ensure that library clients keep up-to-date with information in their interest or subject areas. Services include:

  • bibliographies or reading lists
    Library staff prepare lists of works on a particular topic of interest to their clients.
  • journal circulation
    New issues of journals are sent to clients who have expressed an interest in reading them.
  • display
    New additions to the library are displayed in a prominent position, or displays of material on a particular subject are prepared.
  • new titles list
    A list of resources added to the collection is circulated to clients.
  • circulation of journal title and contents pages
    Instead of circulating the journal, some libraries photocopy the title and contents pages and send those to their clients.
  • newspaper clippings
    Some libraries prepare their own newspaper clippings by reading the daily papers and copying articles of interest to their clients. Others subscribe to commercial clippings services which provide articles relevant to that library’s needs.
  • bookmarking relevant Internet sites
    Many libraries bookmark Internet sites which are relevant to their clients’ interests.
  • current awareness bulletins
    Some libraries prepare bulletins which they distribute to their clients. These contain news about the library, details of new services, lists of newly accessioned resources and other items likely to be of interest.
  • selective dissemination of information (SDI)
    SDI involves asking clients to describe their information needs and then supplying items which fit those needs when they are received by the library. This service is usually provided by special libraries and involves a great effort by the library staff.
  • loans and interlibrary loans
    Most libraries lend materials from their collections to their clients. If a library does not hold the required item staff will borrow it from another library, thus extending the amount of information available to its clients
  • provision of equipment
    The majority of libraries provide photocopiers to enable their clients to copy relevant information. Some libraries also provide computing facilities to assist clients in preparing reports or recording data.
  • reference collection
    An important part of a reference section is the reference collection. It consists of works which assist clients to find information or refer them to other sources of information. Printed reference sources are usually shelved close to the reference desk for security reasons, because they are expensive. Also the reference staff can observe clients and see when they need assistance. Many reference sources are now available in electronic form as well as in print. The reference staff advise clients on how to use these sources efficiently.

Factors affecting service
Factors influencing the services offered include

  • the type and function of the library
  • the size of the collection
  • the attitude of management, particularly in customer service philosophy
  • the staff’s attitude towards customer service
  • the needs of clients
  • the numbers of clients
  • availability of staff and their workload
  • availability of facilities and space
  • how much money is available

Exercise
Visit a library and find out whether the library publishes guides to the collection and services. Read these and look around the library for the signs used to describe reference services. Fill in the following table based on the information gathered:

Service

Does the library provide this?

Assistance in using the library

Answering requests for information

Reader education

Literature searches

Bibliographies or reading lists

Journal circulation

Displays

New titles lists

Circulation of journal titles and contents lists

Newspaper clippings

Bookmarking internet sites

Current awareness bulletins

Selective dissemination of information

Loans

Interlibrary loans

Photocopiers

Computing facilities

Reference collection

The Reference collection
A reference collection is a collection of sources in print and electronic form intended to be referred to rather than read. The materials are usually not for loan outside the library.

The reference collection consists of encyclopedias, dictionaries, directories, yearbooks, almanacs, atlases and other sources providing readily accessible reference information. It is arranged to enable convenient and rapid use by library clients and staff.

Exercise
Look at a library’s reference collection and choose an example of each of the types of reference book listed below. Examine it carefully, including the type of information it contains and the way it is arranged. Read the introduction, and fill in the tables.

Dictionary – an alphabetical arranged publication containing information about words, meanings, derivations, spelling, pronunciation, syllabication and usage.

Title of dictionary

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Encyclopedia – a systematic summary of significant knowledge; a summary of knowledge of one subject. Usually arranged alphabetically.

Title of encyclopedia

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Biographical dictionary – a listing of people, usually in alphabetical order of surname, providing details of dates, titles, birthplace, family, etc.

Title of biographical dictionary

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Directory – a list of names of residents, organizations or firms in a city, region, country or internationally, providing various details – e.g. addresses; a list of members of a particular profession or trade.

Title of directory

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Atlas – a volume of maps or charts with or without explanations.

Title of atlas

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Gazetteer – a geographical directory listing places, their locations and information about them.

Title of gazetteer

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Yearbook – an annual publication containing current information in brief, descriptive and/or statistical form.

Title of yearbook

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Almanac – an annual calendar with astronomical and other data. A miscellany of useful facts and statistical data.

Title of almanac

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Manual – a book of instruction on doing, making or performing something.

Title of manual

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Handbook – a concise ready reference source of information for a particular field of knowledge.

Title of handbook

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Bibliography – a list of related library materials or resources, usually subject-related.

Title of bibliography

Author or editor (if there is one)

Edition

Place of publication

Publisher

Date of publication

Purpose of work

Arrangement (e.g. alphabetical listing)

Example of a question it might answer

Finding out about reference works
In order to find out about reference works, you can look at guides to reference sources such as A. J. Walford’s Guide to reference materials and Eugene Sheehy’s Guide to reference books. Library journals and newspapers often include reviews of reference works. Publishers also send out brochures about forthcoming reference works.

The May issue of American libraries each year includes an article ‘Outstanding reference sources: the [Year] selection of recent titles’ which lists the annual recommendations of distinguished reference works selected by the American Library Association Reference and User Services Association’s Reference Sources Committee.

Exercise
Visit a bookshop and look at the reference section to see what titles are available. Note the prices of reference works.

Evaluating a reference work
When you are choosing the reference work which best suits your needs, you should consider the following factors:

  • authority
  • aims
  • scope
  • slant
  • arrangements
  • documentation
  • quality of index
  • book production
  • recency of information

Authority
The publisher’s reputation is important and can be used as a measure of the quality of the work. The preface usually lists names of editors, editorial staff, advisers, consultants and contributors and includes their qualifications and status. Remember that accuracy may be affected if the author or editor relies on secondary rather than primary sources.

Aims
Most reference works include an introduction which explains why the work was produced and who is the intended client group.

Scope
You should check to see whether the publication is comprehensive within its chosen area or whether it is selective. Some reference sources are designed for specialists. Others are designed for the popular market. Authors or editors may compromise between scholarship and popularity to boost sales.

Slant
Some reference works have a national slant – i.e. they include information of interest to a particular country rather than having an international appeal. Always check where a reference work was published as this may suggest a bias in the information.

Arrangement
After looking at a variety of reference works you will notice that some are easier to use than others because the information is arranged in a more logical manner. Most clients want to find information quickly so they prefer sources which are designed for ease of consultation. A reference source is often judged by its arrangement rather than its content.

Documentation
Reference sources often provide bibliographies or further reading. It is important to check the recency of these references.

Quality of index
The index needs to be comprehensive and easy to use. It should include adequate cross-references and ‘see’ references from non-used terms.

Book production
Features such as the size of the publication, type-face, illustrations and maps, paper quality and colours, the style of binding, and the total arrangement will all influence how you judge a reference work. The inclusion of special features – e.g. maps, charts, illustrations, tables, photographs, and bibliographies – may encourage you to choose one reference source in preference to another.

Some reference works are designed to be eye-catching, using lots of colours, large illustrations and maps and a variety of fonts. It is important not to be side-tracked by presentation and forget to check the accuracy of the information.

Recency of information
It is important to check the preface or introduction to determine the recency of the information – remember that the year of publication is not always an indicator of the recency of the contents as some reference sources take years to compile.

Resetting the text of a reference source – e.g. a large encyclopedia – is a major undertaking so some publishers produce yearbooks or a supplement instead of updating the complete work. You should check how often a reference source is updated.

How to study reference works
1. When first examining a reference publication, study the title page carefully to find out the scope of the work as indicated in the title, the author’s name, the author’s background (qualifications, positions held, titles of earlier works), the publisher and the date of publication.

2. Read the preface or introduction for further information about the scope of the work, special features, limitations if any, and comparison with other publications on the subject.

3. Examine the publication itself to determine its arrangement, the types of entries, information on the use of cross references, any supplementary lists, indexes and the quality and kind of articles, noting whether they are popular or scientific, signed or unsigned, impartial or biased and whether bibliographical references are included.

4. Finally compare the publication with earlier editions and check whether this edition supersedes earlier editions or should be used in conjunction with earlier editions.

Selecting the correct reference tool
To select the correct reference tool, remember the five basic questions:

who?

what?

where?

when?

why?

You can then decide which information source needs to be used. The table below will help you with that decision.

Query

Purpose

Source

What?

Words

Meaning

Spelling

Pronunciations

Synonyms

Usage

Dictionaries and thesauri

Things

Background

Encyclopedias

Facts and figures

Almanacs and handbooks

Who?

People

Background

Biographical dictionaries

Encyclopedias

Location

Directories

Where?

Places

Location

Maps, atlases, gazetteers

Facts and figures

Almanacs and handbooks

Background

Encyclopedias, thematic atlases

When?

Events and dates

Facts and figures

Almanacs and yearbooks

Background

Encyclopedias

Why?

Information

Current events

Indexes, yearbooks

Facts and figures

Directories, handbooks, statistics

Background

Encyclopedias

Source: Adapted from Figure 2.3 in Nancy Lane, Techniques for student research: a practical guide 2nd ed. Melbourne, Longman, 1996, p. 15.

ExerciseLook at the following questions and decide which type of reference source you would use to find the answer. (You do not need to name a specific title.) Describe the clues you look for when deciding how to find the answer – e.g. if the question asks for the meaning of a word you would use a dictionary.

1. What is the population of San Francisco?

Source: an atlas or gazetteer

Clue: information about a place

2. When will Easter fall in the year 2011?

Source: an almanac

Clue: information about the calendar

When was the Battle of Waterloo?

Source: an encyclopedia

Clue: information about a historic event

B What do the initials GATT stand for?

Source: a dictionary of initialisms

Clue: information on initials

When was the Australian actress Ruth Cracknell born?

Source: a biographical dictionary

Clue: information about a person

What are some antonyms of ponderous?

Source: dictionary of antonyms

Clue: information on an antonym

Who are the members of the Brunei royal family?

Source: a biographical dictionary

Clue: information about people

< Where is Palermo?

Source: an atlas or gazetteer

Clue: information about a place

Who is the Managing Director of Ingersoll-Rand (Australia) Limited?

Source: a business directory

Clue: information about a business

I am writing a paper for publication and am not sure when to use quotation marks. Where would I find some instruction?

Source: a style manual

Clue: information on writing style

I want a list of books written by Sir Arthur Conan Doyle.

Source: a bibliography or library catalogue

Clue: information about books

I have to find some information on environmental pollution for a school project. Is there a study guide on the subject?

Source: children’s encyclopedia

Clue: information relating to a child’s interest

I am looking for some recent articles on folk medicine.

Source: periodical index or database

Clue: information about articles

How many children attend primary school in Australia?

Source: a statistical yearbook

Clue: information on statistics

Who wrote the book Charlie and the chocolate factory?

Source: a bibliography or library catalogue

Clue: information about books

What are the names of the major companies in Darwin?

Source: a business directory

Clue: information about companies

Who is the Premier of New South Wales?

Source: a government directory

Clue: information about government

I am looking for information on the theory of evolution for a school report.

Source: an encyclopedia

Clue: information relating to school work

What is the annual rainfall in Morocco?

Source: a yearbook, encyclopedia, almanac or gazetteer

Clue: information about a country

What are the names of the most famous French artists?

Source: an encyclopedia

Clue: you do not have a particular name to search so a biographical directory is no use. Try a general encyclopedia

A search strategy

A search strategy is the process of finding answers to reference queries in the fastest, most efficient way. You must use reputable sources and avoid giving answers based on your own knowledge. It is important to discuss your strategy with your client, and encourage them to contribute their ideas.

An efficient search strategy involves the following steps:

1. clarifying the problem

2. selecting the materials

3. prioritizing the sources

4. locating the sources

5. searching the materials

6. evaluating the process

7. compiling and presenting the information

Clarifying the problem

  • Fit the topic into a discipline – e.g. computer science, history.
  • Make sure you are familiar with the topic – check the terminology in a dictionary or encyclopedia.
  • What level of detail is needed?
  • How much information is required? Would a paragraph from a textbook be sufficient, or does the enquirer want a list of references?
  • Who is going to use the information? Is it for the client or for someone else?
  • What will the information be used for?
  • How urgent is the request? Can you take your time looking for the information or is it needed immediately?
  • Is recent material needed, or historical information?
  • Do you need a particular format – e.g. a video or periodical article?

Select the materials

  • Decide whether the information is likely to appear in reference sources.
  • Is the information likely to be held by a library, information agency, archive or other source?
  • Do you need to contact an expert in the field?
  • Do you need to search the catalogue, or consult indexes or databases?

Prioritise the sources

  • Identify the sources in the order of their likelihood to contain the information.

Locate the sources

  • Are they in the reference collection?
  • Are they held by the library or information agency?
  • Will you need to find another location?

Search the materials

  • Search until you find an answer or determine that the answer is not in that source.

Evaluate the process

  • Is further clarification of the problem necessary?
  • Is more time available?
  • Do you need to refer the problem to someone or somewhere else?

Compile and present the information

When using this search strategy you need to ensure that you have understood

  • the type of information needed
  • the formats (books, serials, company reports, graphic, aural, etc.)\
  • the method of presentation
  • the timeline
  • the resource implications
  • any special sensitivities relating to the type of information needed.

The process of obtaining this information from the client is called a reference interview.

Prime sources of information

Library catalogue – This is the most important and useful reference source in a library because it is a systematic list of all the materials held by the library. The catalogue enables clients and staff to find whether the library holds a particular item if they know the author, the title or the subject.

Reference collection – This is used to answer reference questions which involve finding factual information.

General collection – Some enquiries can be answered from items held in the general collection such as monographs or periodicals.

Databases and networks – You may need to search periodical databases or search for information on the Internet in order to find the relevant information for an enquirer.

People – Some questions can only be answered by an expert in the field. Also, if you have a friend who has a lot of knowledge about a particular subject, you can save time by asking their advice.

Other libraries and agencies – Although it is very satisfying to answer an enquiry from your own library’s collection, there will be some questions which cannot be answered so you will need to refer to other libraries or information agencies.

Techniques of good searching

You should always:

  • keep a record of the search, showing the trails you have followed and desirable trails not followed or not completed
  • watch out for errors such as spelling or factual errors
  • watch spacing, as hyphenated words may be written as one word – e.g. yearbook, year-book or year book
  • if doing a literature search, look for existing bibliographies on the topic to save you time and effort
  • use related terms such as synonyms

Citing references

When you find information for a client, you must ensure that the client knows exactly where the information was located. Clients often want to refer back to a source for additional information. It can be very frustrating trying to find a source which has no identification.

If you make photocopies from a book, make sure you include the author, title, place of publication, name of publisher and date of publication as well as the relevant page numbers. For example,

Lane, Nancy, Techniques for student research: a practical guide, 2nd ed., Melbourne, Longman-Cheshire, 1996, pp. 30-45.

Many journals include the title printed on each page, but you must check that all of the required information is recorded – e.g. author of article, title of article, title of journal, issue details and page numbers. For example,

Tate, Marsha and Jan Alexander, ‘Teaching critical evaluation skills for

World Wide Web resources,’ Computers in libraries, Nov./Dec. 1996, pp. 49-55.

Sources downloaded or printed from the Internet usually include website details, but you should always check that all of the information is included. For example,

For a homepage:

The Human Rights and Equal Opportunity Commission home page at http://www.hreoc.gov.au

For an article:

Lennox, John, ‘Dying to work’ [online], Background briefing June 8, 1997. http://www.abc.net.au/rn/talks/bbing/bb970608.htm

Some libraries recommend that you write the date that you found the website because sites on the Internet are likely to change.

Types of reference questions
Reference questions fit into the following categories:

Directional – these require a knowledge of the physical layout of the library – e.g. where are the maps shelved?

Reader educational – these involve educating people to use the library’s resources effectively – e.g. how do I use the CD-ROM databases?

Ready reference – involves providing factual information from one simple source – e.g. what is the population of Peru?

Research - involves answering complex questions which cannot be answered from one source – e.g. what is the impact of current levels of unemployment on the social security systems of France, the USA and Australia?

Exercise

Look at the following questions and decide which of the above categories they belong in – i.e. directional, reader educational, ready reference or research.

1. I want some information on zoology.

Ready reference or research depending on how much information the enquirer wants

2. Where is Pokhara?

Ready reference

3. Where are the recent journals shelved?

Directional

4. I am looking for a book about a school written by an Australian author.

Ready reference or research depending on how much additional information you can obtain when questioning the enquirer

5. Can you find some articles on the effects of rubella in pregnant women?

Research

6. I need some information on the history and development of the Australian wool industry.

Ready reference or research depending on how much information the enquirer wants

7. How do I use your library catalogue?

Reader education

8. How do you stop severe chest pains?

Ready reference or research depending on how much information the enquirer wants. Make sure the enquirer is not in need of medical treatment.

9. Has Thomas Keneally written anything else beside Schlinder’s ark?

Ready reference

10. Where do you keep the large-print fiction?

Directional

11. When will the next election be held?

Ready reference

12. Do you have any pictures of the Tasmanian wilderness?

Ready reference or research depending on how much information the enquirer wants

13. I need some information on the use of radio-carbon testing to date ancient relics.

Research

14. I am looking for a blue book on one of the shelves near the door. My friend had it last week and said it was very good.

Ready reference or research depending on how much additional information you can obtain when questioning the enquirer

15. I want a good introductory book on astronomy.

Ready reference

16. Please will you show me how to use the Internet. I am looking for some information on the importance of exercise.

Reader education

17. Who was Conchita Supuervia?

Ready reference

18. Where would I get hold of a copy of the National Library’s Annual report?

Ready reference

19. How long is the Nile River?

Ready reference

20. Give me everything you have on Napoleon Bonaparte.

Ready reference

The readers’ advisor
A readers’ advisor is a library staff member who answers questions and helps readers find information. They generally assist in the use of the resources of the library and may advise readers on their choice of books.

The reference desk is often seen as the hub of the library. Many clients seek reference help before attempting to look in a catalogue. Other clients are too timid to approach those ‘smart people’ behind the desk. Working on the reference desk should be seen as challenging and interesting, as the purpose of a library is to serve the needs of its clients.

Reference staff should be proactive and reactive. They should look for clients who are uncertain of where to go or what to do while dealing with clients familiar with the range of library services.

All reference staff should familiarize themshelves with library procedures and policies, such as registrations, emergencies, telephone procedures and gathering statistics. Reader education and training, such as how to use the catalogue, may also be the task of the reference staff, so it is important to practice these skills.

It is a good idea to become knowledgeable in local and current affairs, so read the daily and local papers as these often generate reference queries. Reference staff should also read community notices and listen to the local radio.

Never assume knowledge. If you do not know an answer, then refer the client to those who could help. Be prepared to call for help in busy times – pride in coping has no place in a busy reference department, especially if it means clients wait, or leave without help.

In order to work as a readers’ advisor you need a wide range of skills and knowledge.

Personal characteristics
You need to be

  • tactful
  • tenacious in searching for answers
  • approachable\
  • enthusiastic about reference work

You should also have

  • a good general knowledge
  • an analytical mind
  • an interest in finding information
  • a commitment to delivering high quality customer service.

Communication skills

You need


  • good listening and questioning skills
  • the ability to give instructions and explain procedures
  • positive body language
  • the ability to put people at their erase
  • skills in assisting clients regardless of their age or temperament and familiarity with libraries

Library skills

You must

  • know the collection, particularly the reference collection
  • know how to formulate a search strategy and practice good search techniques to gain access to information
  • have an understanding of library policies and rules
  • be able to decide when you need help or refer the inquiry to another library or information agency
  • have an understanding of the principles of good customer service.

The reference desk

In some libraries the loans desk and reference desk are separate. In others the same desk provides both reference and loans services. Clients may be unsure which desk to approach and will usually ask for help at the first desk they see. This means that loans staff often refer clients to the reference desk or will try to handle the enquiries themshelves.

Some larger libraries have a separate area for complex enquiries. Staff at the reference desk screen enquiries and make appointments for clients to see a more senior staff member if necessary.

Arrangements for recording reference enquiries vary from library to library. Many libraries record the total number of enquiries. Others go into detail about the type of enquiry and the time taken to complete it. Some libraries use cards or a notebook to record places and people contacted frequently, or which were particularly useful in case they receive a similar enquiry.

Pressures at the reference desk

Working in a reference area can be demanding, and you may have to face the following situations:

  • You need to handle several enquiries at once and establish priorities.
  • You may be bombarded with simultaneous questions or have long quiet periods. You may have to do other work to fill in time, but must look willing to assist clients.
  • You must decide whether to give priority to telephone or personal requests. (Most libraries have a policy to guide you.)
  • You need skills to cope with demanding patrons.
  • You may need to convince the administration that additional staff is needed, but it is difficult to obtain data on the quality of service.
  • You may have interruptions because you need to fill in for other staff or maintain equipment.

Pressures can lead to exhaustion, frustration and apathy, which lead to a poor service.

Training methods

Libraries adopt different methods to train new reference staff. They may be attached to an experienced member of staff and work under supervision. They observe senior staff conducting reference interviews, formulating and carrying out search strategies. They may be given time to browse through the reference collection and to explore electronic resources to become familiar with information sources.

Library technicians in the reference section

A library technician is likely to make the initial contact with the client. If the enquiry is difficult, they should refer the enquirer to a reference librarian. The amount of responsibility given to technicians depend on the philosophy of the library and the librarians, the type of library and its clients, and the size of the library.