A recent post on Medical Libraries Discussion List suggests that this is yet another topic that might need a new article. I learned the following in library school. From the ever so clever Dr. Marcia Bates.

footnote chasing (Bates, 1989) or backwards chaining (Ellis, 1989)

citation searching (Bates, 1989) – Although I could swear that I learned “pearling” in library school, but maybe not from Dr. Bates? Booth (2008)* is a likely suspect, but I still don’t know where I got pearling from.

berrypicking (Bates, 1989)  – “Browsing is undirected, while berrypicking is more directed.” (Bates, 2002)

My attempts at representing these ideas at powerpoint slides. Feel free to use, share and re-mix: pearling footnote chasing

*Booth (2008) makes a distinction between “citation pearl growing” and “citation searching”. What I call pearling is what he calls “citation searching.” I will figure out where I put his citation pearl growing (building search terms from a relevant article) in my model. I also think he mis-characterizes Bates’ summary of berry picking on p.

Bates, M. (2002). Toward An Integrated Model of Information Seeking and Searching. Retrieved February 7, 2016, from https://pages.gseis.ucla.edu/faculty/bates/articles/info_SeekSearch-i-030329.html

Bates, M. (1989). The design of browsing and berrypicking techniques for the online search interface. Online Review. Retrieved from http://www.emeraldinsight.com/doi/abs/10.1108/eb024320  [http://comminfo.rutgers.edu/~tefko/Courses/e530/Readings/Bates_Berrypicking.pdf]

Booth, A. (2008). Unpacking your literature search toolbox: on search styles and tactics. Health Information and Libraries Journal, 25(4), 313–7. doi:10.1111/j.1471-1842.2008.00825.x

Ellis, D. (1989). A behavioural approach to information retrieval system design. Journal of Documentation. Retrieved from http://www.emeraldinsight.com/doi/abs/10.1108/eb026843