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Finding Information

Search strategies and techniques


General advice

To search successfully you will need to think about:

  • what words might be used to describe your topic, including:
    • synonyms as associated words
    • words which should be excluded
    • words describing related ideas
  • whether you wish to limit the search:
    • by language -- for example, only including English-language materials
    • by date -- for example, restricting the search to materials produced after 1996
    • by form -- for example, only searching for journal articles or theses
    • by output -- for example, searching selectively rather than comprehensively
  • what sources to use for searching:
    • general sources such as:
      • encyclopaedias
      • newspapers
    • subject-specific sources such as:
      • monographs
      • journals
      • databases

There is no general model of searching which will be successful in all cases: if you are unsure what to do, the professional staff in your library, information service or resource centre will be able to help you develop suitable strategies and suggest sources to try.

There are several starting-points for a search. Which you choose depends on your prior knowledge of the topic for which you are searching.

As you continue to search, keep rethinking your approach to searching. What you find may suggest other ways to describe the topic or the need to include other sources. It may also help you to search for related topics that might lead you to the one you really want.


Search syntax

Different search tools offer different options for refining searches, and may use different search syntax or languages. Some search engines allow you to refine your search by selecting from a number of natural language options such as "find all words," "find any words" or "must not include." Others require you to use either "search math" or Boolean logic to refine your search. By learning the basics of search math and Boolean operators you can make your online searching a much more productive experience.

Remember that while the principles are the same for most search engines, they may use slightly different versions of the search syntax; always read the help page of the search tool you are using! Bear in mind that

  • Some search facilities are case sensitive, while with many it doesn't matter whether you use upper or lower case. Read the search engine's help page!
  • Many search engines by default ignore common words such as "the" "and" "in" etc. These are known as "stop words."

Search math 

"Search math" uses common mathematical symbols to refine searches:

  • Use + (plus sign) in front of each term which must appear in your search results. For example, if you are looking for stirrups for horse riding, entering

+horse +stirrup

will make sure that the results are all about stirrups for horses - not surgical stirrups, the Stirrup family or recipes for a Stirrup Cup cocktail.

  • Use - (minus sign) in front of every term which must not appear in your search result. Using the same example as above, you could enter

    +stirrup -cup -surgical
  • Use " " (quotation marks) around words you want to mark as a phrase. For example,

    "South Africa"
    "stirrup cup"
    "Thabo Mbeki"
  • Use the wildcard * (asterisk) for truncation. For example if you want to search for education, educators, educate etc., enter

    educ*

    NB
    : Not all search engines permit wildcard truncation. Check the help page of the search tool you are using!

Boolean logic

Some search engines use the Boolean operators "AND," "OR" and "NOT" for the refining of searches. Boolean operators should generally be written in capital letters.

  • Use AND to require that more than one terms appears in all search results. For example,

    chocolate AND cake will find pages with both terms
  • Use OR if you want all your search results to include either term (or both). This can be useful if there are alternate spellings (e.g. "organization" and "organisation" or synonyms (priest, minister) for terms. To find all pages which contain the word "priest" or the word "minister" (or both), enter

    priest OR minister 
  • Use NOT to exclude terms you don't want to appear in your search results. For example, if you are looking for information about cabinet ministers rather than ministers of the church you could enter 

    minister NOT priest

    NB: Some search engines use AND NOT instead of NOT. Check the help page of the search tool you are using!
  • Some search engines also allow the use of the "proximity operator" NEAR as well as the three Boolean operators. Where searching for

    south AND africa 

    may lead you to a page with "south" at the top and "africa" at the bottom, entering

    south NEAR africa

    will ensure that the terms appear close to one another.

    Not all search tools allow this - check the help page.

Links to resources

Developing search strategies (University of California at Berkeley)
http://www.lib.berkeley.edu/TeachingLib/Guides/
Internet/FindInfo.html


Glossary of search terms (Search Engine Watch)
http://www.searchenginewatch.com/facts/glossary.html


Boolean operators (Search Engine Watch)
http://www.searchenginewatch.com/facts/boolean.html


A Primer in Boolean Logic (University at Albany)
http://library.albany.edu/internet/boolean.html


Google/AltaVista Quick Reference Guide
Yenza! handout comparing the search math and Boolean operators used by the search engines Google and AltaVista (MS Word document).
http://www.nrf.ac.za/yenza/pdf/quick.doc


Topic Analysis Worksheet
Yenza! handout with questions to help you break down your search topic (MS Word document).

http://www.nrf.ac.za/yenza/pdf/analysis.doc

 

 
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