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Research strategies badke 5th edition pdf

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Online resources have given us access to more knowledge than ever before. We’re buried in data, and defi ning what is and what is not genuine information becomes more of a challenge all the time. In this fi fth edition of Research Strategies, author William Badke helps you make sense of all of the available information, shows you how to navigate and discern it, and details how to use it to your advantage to become a better researcher.


Badke focuses on informational research and provides a host of tips and advice not only for conducting research, but also for everything from fi nding a topic to writing an outline to documenting resources and polishing the fi nal draft. Study guides, practice exercises, and assignments at the end of each chapter help reinforce each lesson.


An experienced research instructor who has led thousands of students to become better researchers, Badke uses humor to help you gain a better understanding of today’s complex, technological world. Research Strategies provides the skills and strategies to effi ciently and eff ectively complete a research project from topic to fi nished product. It shows how research can be exciting and even fun.


William Badke is associate librarian for Associated Canadian Th eological Schools and Information Literacy at Trinity Western University, British Columbia Canada. Since the mid-1980s, he


has been teaching students the joy of research done well. His book, Research Strategies, now in its fi fth edition, is a leading resource for courses in informational research.


iUniverse LLC Bloomington


Research Strategies


Finding your Way through the Information Fog


William Badke


5th Edition 2014


Research Strategies Finding your Way through the Information Fog


Copyright © 2014 William Badke


All rights reserved. No part of this book may be used or reproduced by any means, graphic, electronic, or mechanical, including photocopying, recording, taping or by any information storage retrieval system without the written permission of the publisher except in the case of brief quotations embodied in critical articles and reviews.


iUniverse books may be ordered through booksellers or by contacting:


iUniverse 1663 Liberty Drive Bloomington, IN 47403 www.iuniverse.com 1-800-Authors (1-800-288-4677)


Because of the dynamic nature of the Internet, any web addresses or links contained in this book may have changed since publication and may no longer be valid. The views expressed in this work are solely those of the author and do not necessarily reflect the views of the publisher, and the publisher hereby disclaims any responsibility for them.


Any people depicted in stock imagery provided by Thinkstock are models, and such images are being used for illustrative purposes only. Certain stock imagery © Thinkstock.


ISBN: 978-1-4917-2233-6 (sc) ISBN: 978-1-4917-2234-3 (e)


Library of Congress Control Number: 2014901316


Printed in the United States of America.


iUniverse rev. date: 2/4/2014


http://www.iuniverse.com

Acknowledgements, etc.


Thanks to EBSCO Publishing for permission to use screenshots from their databases.


See the Research Strategies Website for updates, live links, keys and teaching aids: https://sites.google.com/site/researchstrategiesweb/


See the Research Strategies Textbook site for courses, syllabi, rubrics, etc.: http://acts.twu.ca/Library/textbook.htm


Meet me on Facebook; search for: Research Strategies


https://sites.google.com/site/researchstrategiesweb/

http://acts.twu.ca/Library/textbook.htm

vii


Contents


Preface xvii


1. Welcome to the Information Fog 1 1.1 Before there was print 3 1.2 Reading and inscription 4 1.3 The printing press 5 1.4 Enter the World Wide Web 8 1.5 Information today – The state of the art 10


1.5.1 Books 10 1.5.2 Journals and magazines 14 1.5.3 Government and corporate documents 16 1.5.4 The World Wide Web 16 1.5.5 Web 2.0 17


1.6 Primary and secondary information sources 18 Clearing the Fog – What’s all this talk about academic information? 19 1.7 Warning - Not all information is informative 20 1.8 For further study 21


Study guide 21


2. Taking Charge 22 2.1 Wrestling with a topic 24 2.2 Elements of inadequate research 25 2.3 The key to great research 26 2.4 A model for research 29 2.5 Getting started in research 30


2.5.1 Getting a working knowledge through reference sources 30 2.5.2 Excursus: Wikipedia, the professor’s dilemma 33 2.5.3 Full text reference tools 35


viii


2.6 Finding a good question 36 2.6.3 Thesis statements 37 2.6.4 Research questions - The bad and the ugly 38


Clearing the Fog – Research is a conversation, not a soliloquy 40 2.7 The preliminary outline 42 2.8 How about a few good examples? 44


2.8.1 “The thought of Erasmus of Rotterdam” 44 2.8.2 “Teenage Alcoholism” 44 2.8.3 “Climate Change” 44 2.8.4 “Behaviorism as a model for social engineering” 45


2.9 For further study 45 Study guide 45 Practice with research questions 46 Assignment for a research project of your own 46 Teaching tool 47


3. Database Searching with Keywords and Hierarchies 48 3.1 What’s a database? 49 3.2 Keyword searching 50


3.2.1 Database basics for keyword searching 50 3.2.2 Boolean searching 52


Clearing the Fog – What’s the best way to choose keywords? 59 3.3 Keyword searching with hierarchies 60


3.3.1 Hierarchies 60 3.3.2 Clustering search tools 64


3.4 Keyword searching – The good, bad, and ugly 65 3.5 For further study 66


Study guide 66 Practice with keywords and hierarchies 67 Suggested key to practice with keywords 68 Assignment for a research project of your own 70


4. Metadata and the Power of Controlled Vocabularies 71 4.1 It’s all about the metadata 72 4.2 Understanding metadata 73 4.3 Metadata in practice – The database record 75


ix


4.4 Controlled vocabularies 77 4.5 Library of Congress Subject Headings 78 Clearing the Fog – Subject headings are not keywords, no they’re not. 84 4.6 Working the angles—Identifying controlled vocabularies 85


4.6.1 Library catalogs 86 4.6.2 Other databases 87


4.7 Getting more creative—combining controlled vocabulary and keyword searching 88 4.8 Keeping on track with controlled vocabularies 90 4.9 For further study 91


Study guide 91 Practice with controlled vocabularies 91 Suggested key to practice with controlled vocabularies 92 Assignment for a research project of your own 93


5. Discovery Searches, Library Catalogs and Journal Databases 94 5.1 Discovery Searches 95 5.2 Library catalogs 97


5.1.1 Making the catalog work for you 98 5.2.2 E-Books 100


Clearing the Fog – How to create in-text citations from e-readers when page numbers are missing 102 5.3 Journal databases 104 Clearing the Fog – Do you know the difference between an article and a journal? 104


5.3.1 Some background on the journal scene 106 Clearing the Fog – Some tips on journal article citations 109


5.3.2 Introduction to journal databases 110 Clearing the Fog - Please stop treating academic databases like Google – You’re hurting their feelings 114


5.3.3 RSS feeds from journal databases 116 5.3.4 Table of contents alerts 116


5.4 Approaching journal databases – Tips and hints 116 5.4.1 Be prepared for challenges. 116 5.4.2 Read the interface. 117


x


5.4.3 Be aware that databases tend to be something of a black hole. 117 5.4.4 Resist the urge to fill the search box with words. 117 5.4.5 Think about staging (faceting) your search. 118 5.4.6 Look for controlled vocabularies and advanced searches. 118 5.4.7 Think before you search. 118 5.4.8 Retrace your steps. 119 5.4.9 When in doubt, use the instructions. 119 5.4.10 Remain calm and get help if you need it. 119 5.4.11 Sometimes problems arise because you’re using the wrong database. 120 5.4.12 Check out the possibilities of interlibrary loan. 120


5.5 Citation searches, related articles and reference lists – Alternative ways of searching 121


5.5.1 Citation searches 121 5.5.2 Related articles 121 5.5.3 Reference lists 122


Clearing the Fog – What’s a doi? 122 5.6 Trying out a live journal database 123 5.7 Varieties of the journal database 126 5.8 Final pep talk 127 5.9 For further study 127


Study guide 127 Practice with journal databases 128 Assignment for a project of your own 128


6. Internet Research 130 6.1 A brief introduction to the Net 132 6.2 Google Scholar and other free academic search engines on the Net 133


6.2.1 Why start with academic search engines? 133 6.2.2 Google Scholar (http://scholar.google.com) 133


Clearing the Fog – Google Scholar may be more valuable for what surrounds a citation than for what is in it. 137


6.2.3 BASE (http://www.base-search.net/) 138


xi


6.2.4 Microsoft Academic Search (http://academic.research.microsoft.com/) 139 6.2.5 CiteSeerX (http://citeseerx.ist.psu.edu/) 139 6.2.6 Scirius (http://www.scirus.com/srsapp/) 140 6.2.7 getCITED (http://www.getcited.org/) 140 6.2.8 Others 141


6.3 Search engines for the rest of humanity – Google and friends 142


6.3.1 Searching by search engine, using keywords 142 6.3.2 A basic introduction to the best search engines 144


Clearing the Fog – While you are searching Google, Google is searching you 148


6.3.3 RSS feeds from search engines 152 6.3.5 The coming semantic search engines 152


6.4 Searching by subject tree 153 6.5 Portals 153 6.6 The Hidden Internet 155


6.6.1 What do we mean by “Hidden?” 155 6.6.2 What’s in the Hidden Internet? 155 6.6.3 How do I find information on the Hidden Internet? 156


6.7 Evaluating information from the Internet 156 6.8 Some more Internet addresses valuable for research purposes 159


6.8.1 Reference sources 159 6.8.2 Searchable library catalogs 159 6.8.3 Phone directories 160


6.9 For further study 160 Study guide 160 Practice with the Internet 160 Assignment 161


7. Other Resources and Case Studies in Research 163 7.1 Seeing where you’ve been 164 Clearing the Fog – Step by step may not always be the best approach, but it can help you find your way 165 7.2 ERIC 166


xii


7.3 Government documents 169 7.4 Doctoral dissertations 170 7.5 Bibliographic managers 171


7.5.1 EndNote (http://www.endnoteweb.com/) 171 7.5.2 RefWorks (http://refworks.com/) 172 7.5.3 Zotero (http://www.zotero.org/) 172


7.6 Consulting with friends, mentors and librarians 173 7.6.1 What are good friends for? 173 7.6.2 Consulting professors 173 7.6.3 Encountering librarians 174


7.7 Case studies in research 174 7.7.1 “Arctic Ice Issues Resulting from Climate Change” 174 7.7.2 “The First Crusade” 180


Clearing the Fog – Research is like a box of chocolates 184 7.8 For further study 185


Study guide 185 Practice with resources introduced in this chapter 185 Assignment 186


8. Learning How to Read for Research 188 8.1 Reading for the connoisseur and the glutton 189


8.1.1 Be ruthless 190 8.1.2 Get to know the material without reading it all 191 8.1.3 A final word on analytical reading 195


Clearing the Fog – On using more than the first three pages 196 8.2 Evaluation of research resources 196 8.3 Note taking 198


8.3.1 The determined photo-copier/printer/e-doc highlighter 199 8.3.2 The value of going all digital 201 8.3.3 The quoter 202 8.3.4 The summarizer 203 8.3.5 The paraphraser (not recommended in most cases) 204 8.3.6 Which method is best? 205


xiii


8.4 Further notes on note-taking 205 Clearing the Fog – What if I’m not an organized person? 207 8.5 A gentle warning about the horrible crime of plagiarism 208


8.5.1 Why get stressed about plagiarism? 209 8.5.2 About getting caught 210 8.5.3 International students and plagiarism 211


8.6 For further study 212 Study guide 212 Practice / Assignment 213


9. Organizing Your Resources to Write your Paper 214 9.1 Your notes, photocopies and printouts 215


9.1.1 Organizing digital notes 215 9.1.2 Organizing your paper-based notes 216


9.2 Your bibliography 217 Clearing the Fog - How can I learn to read citations well? 218 9.3 Your subject index 220 9.4 A Second Method for Note Organization 223 9.5 Indexing your notes for larger assignments 226 9.6 For further study 227


Study guide 227 Practice/Assignment 228


10. Tips on Research Writing 229 10.1 The final outline 230


10.1.1 Step one: The research question/thesis statement 230 10.1.2 Step two: Preliminary outline headings 231 10.1.3 Step three: Organizing the headings 231


Clearing the Fog – What about creativity? 236 10.2 Some tips on research writing 237


10.2.1 Introduce your paper well 237 10.2.2 Be focused at all times 238 10.2.3 Always describe before you analyze. 238 10.2.4 Avoid ridicule. 238 10.2.5 Be logical. 238 10.2.6 Be explicit. 239 10.2.7 Aim for clear writing rather than erudition. 240


xiv


10.2.8 Watch out for flawed arguments. 240 10.2.9 Know when to quote and when not to quote 242 10.2.10 Know some basic principles for quotations. 243 10.2.11 Know the uses of footnotes/endnotes/citations. 244


Clearing the Fog – Becoming a better academic writer 246 10.2.12 Watch your conclusions. 247 10.2.13 Give your final paper a professional look. 247


10.3 For further study 248 Study guide 248 Practice/Assignment 249


APPENDIX ONE – A Research Paper Clinic: More Tips and Troubleshooting for Development of Great Research Papers 250


A1.1 Research questions 251 A1.1.1 Why many research projects miss the target 251 A1.1.2 Getting focused by asking the right question 252 A1.1.3 The question that isn’t there 253 A1.1.4 The fuzzy question 254 A1.1.5 The multi-part question 256 A1.1.6 The open-ended question 258 A1.1.7 The question that will not fly 259


A1.1.8 Thesis statements 260 A1.2 Practice with research questions 260


A.2.1 The questions: 260 A.1.2.2 Suggested key for the questions: 261 A1.3 Types of research papers 263


A1.3.1 Descriptive paper 263 A1.3.2 Analytical or investigative paper 263 A1.3.3 Persuasive paper 264 A1.3.4 Literature review 265


A1.4 The outline as a research paper guidance system 266 A1.4.1 Why worry about an outline early in the research process? 266 A1.4.2 Steps to a good outline 267 A1.4.3 Practice with outlines 270 A1.4.4 Suggested key for practice with outlines 271


A1.5 Building the substance of the essay 274


xv


A1.5.1 Intent and direction 274 A1.5.2 Building the paper 274 A1.5.3 Using sources well 275 A1.5.4 Avoiding theft of other people’s work 277 A1.5.5 Practice with essay structure 279


A1.6 Bibliographic style 280 A1.6.1 Style software 281 A1.6.2 Crib sheets 283


A1.7 Conclusion 286


APPENDIX TWO – This Textbook and Information Literacy Competency Standards for Higher Education (ACRL) 287


Index 289


xvii


Preface


Everyone does research. Some just do it better than others. This book is definitely for you if you are:


! a university student whose term papers have been patented as a cure for insomnia;


! a Dilbert of industry who’s been told to do a feasibility study on the expansion potential of winter ice cream bar sales in Nome, Alaska;


! a simple honest person trying to find the truth behind the advertising so that the next car you buy won’t be like your last disaster-mobile, the car that made you persona non grata at the automobile association.


Are you ready for your next research project? Really ready? Do you have the skills and strategies to get the job done efficiently and effectively without panic attacks and the need for a long vacation when you’re done? Do you have confidence that you can start with a topic about which you know nothing and end with an understanding of it that is neither trite nor superficial? Are you prepared to enjoy the experience? [Yes, I did say “enjoy.”]


If the previous paragraph has left you feeling somewhat queasy, this book is for you. Even if you think you have significant research skills, you can learn better ones if you take the time to read on. You have the privilege of living in the information age, with boundless opportunities all around you to find out anything about anything. But faced with a humongous number of Internet sites, not to mention academic and commercial databases of increasing size and complexity, knowing how to navigate through the information fog isn’t something you can pick up easily on your own. Truth to tell,


xviii


there is a ton of studies telling us that most people have vastly higher opinions about their research ability than actual tests of that ability can demonstrate.


Yet you can hardly call yourself educated if you don’t have really good skills to handle complex information systems and do research effectively, not in a world in which most careers are built more on what you can find out than what you already know.


Who am I to try to teach you about research? Just someone who has taught the strategies in this book to thousands of anxious university students, both undergraduate and graduate, for close to 30 years (making me a dinosaur?), and who likes nothing better than to walk people through the information fog. I am Associate Librarian for Associated Canadian Theological Schools and Information Literacy at Trinity Western University. Being the author of a number of books and scholarly articles myself (see my bio at http://www.acts.twu. ca/library/badke.htm), you can rest assured that I’ve devoted a lot of my life to doing research and not just teaching it. So I understand what you’re going through.


One caution: This book is about informational research. It won’t teach you how to do a science experiment or determine the best way to train a rat how to ride a bicycle (though it will help you do a literature review). But if you need to identify a problem, and then acquire and use information to address the problem, this book is for you.


Learning how to do research does not have to be painful. It can be fun. Honestly. Personally, research gives me so much pleasure that my family has to kidnap me out of the library whenever they want to go on an outing or buy groceries. You can have the same joy that I have. Read on.


Updates to the textbook will be posted at: https://sites.google.com/ site/researchstrategiesweb/home/updates


See the Research Strategies Website for live links, keys and teaching aids: https://sites.google.com/site/researchstrategiesweb/


http://www.acts.twu.ca/library/badke.htm

http://www.acts.twu.ca/library/badke.htm

https://sites.google.com/site/researchstrategiesweb/home/updates

https://sites.google.com/site/researchstrategiesweb/home/updates

https://sites.google.com/site/researchstrategiesweb/

xix


See the Research Strategies Textbook site for courses, syllabi, etc.: http://acts.twu.ca/Library/textbook.htm


Meet me on Facebook. Search for: Research Strategies


http://acts.twu.ca/Library/textbook.htm

1


1 Welcome to the Information Fog


We are living in the middle of a revolution. Not since the creation of the printing press (and maybe not ever) has our concept of information been so disrupted. The driving force of the information revolution is the World Wide Web, which has given us access to more knowledge than ever before in human history.


Information used to be scarce, thus creating a demand for experts who knew things and could share those things with the rest


2


William Badke


of us. Now we have Google, the information candy store, which makes information abundant and challenges the role of the expert. “Information candy store?” Yes. Google serves up lots of enticing stuff right there at our finger-tips, most of it looking good enough to devour. The down side of a candy store, if there ever could be a down side, is that candy tends to be loaded with empty calories.

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