Mini Tutorial on Periodical Literature in Engineering
Definition
Why secondary sources?
When to use indexes and abstracts?
Knowledge of data structures and nature of engineering sources
Controlled vocabularies
Publication life cycle
How to evaluate periodical indexes and abstracts

Definition: periodical literature refers to the literature that is published in popular and scholarly journals, conferences, newspapers, reviews, and other materials that are issued periodically (e.g., monthly, weekly, quarterly). See ATEIS-Articles visual on how to find articles in general. Often periodical sources will announce papers reported at meetings as well as dissertations, patents, technical reports, and books even though these materials are not issued regularly or periodically.

Why secondary sources? Since the primary engineering literature is voluminous, it would be difficult, if not impossible and certainly impractical, to track down information on just about any topic by scanning contents in individual journal titles. This problem has been solved in part by introducing secondary literature: periodical indexes and abstracts. Their purpose is to index primary periodical literature published in hundreds of sources, such as journals, magazines, newspapers, conference proceedings, monographic series, books, and book reviews. Indexes may cover all sciences (e.g., General Science Index), all engineering disciplines (e.g., Engineering Index), or specific scientific or engineering disciplines (e.g., Mathematical Reviews; Inspec). For their place in a larger engineering information space, see ATEIS visual that is referred to in EISA2 as ATlas of Engineering Information Sources, ATEIS.

When to use indexes and abstracts? Periodical indexes are most useful when you want to find out if someone has published results discussing a new method, process, model, or application in a fairly specific research area of your interest. These results are technical in nature and are typically written in dissertations, conference papers, technical reports, journal articles, and patents.

On the other hand, to get a feel for a topic, you will want to consult textbooks, encyclopedia articles, dictionaries, and handbooks. These are all good sources to get started. Bibliographies that are compiled by experts in a field are invaluable starting points. Of special value are annotated (and signed) bibliographies and surveys (e.g., ACM Computing Surveys, published 4 times a year in March, June, September, and December by ACM). One such source is ResearchIndex, formerly called CiteSeer.

Not all papers are equally well regarded. Some are peer-reviewed by several experts before they get published. This process takes time, oftentimes up to 2 years; so, while the content is usually of high quality, it may not be as timely as we would like it to be. Depending on a field, some conference papers do not require as rigid peer-review process as most journals do.

Familiarize yourself with the periodical literature in your field. It varies from discipline to discipline, even subspecialties vary. For example, you may find that in some specialties, certain conference proceedings rank as highly as journals.

Examples of questions that are well answered in papers and accessed through periodical indexes and abstracts include:

  • Any recent breakthroughs (in English) on water marking as applied to multimedia?
  • You need to read a summary of the state-of-the-art on reinforcement of aluminum; where do you find a paper that you vaguely remember to be a conference paper?
  • Papers discussing algorithms in data mining and knowledge discovery in very large data sets?
  • As a beginning doctoral student in computer science, you are exploring the area of natural language processing. Which sources are the most productive?
  • Where do you turn for unpublished papers or preprints on how structures behave in earthquakes?

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Knowledge of data structures and nature of engineering sources

Most engineering electronic sources (databases) have a print version. This helps you as a searcher in many different ways. For example, if your search is comprehensive, you might want to cover both current and retrospective literature that may not be available electronically as yet; knowing how far back you want to go is critical (time span).


Furthermore, if you can use search terms from controlled vocabularies (e.g., Library of Congress Subject Headings, Ei Thesaurus), this too, could improve precision of your searches. Controlled vocabularies are lists of official search terms that are used to describe and index documents by their subject matter consistently and predictably. If you use the same terms in your searching, chance that index terms and search terms will match increases significantly. This results in the increased retrieval of relevant documents. Printed and some online vocabularies indicate hierarchical relationships between terms so that you can search under broader terms (BT), narrower terms (NT), related terms (RT) or search also terms, as shown below. Other reference notes lead the searcher to search under, say, color in the ceramic industries rather than under coloring of ceramics. In general, all controlled vocabularies control:

1. Synonymous relationships (term X, use term Y, where term Y is the preferred term).

2. Homographs (via definitions, called scope notes (SN)).

3. Hierarchical relationships between and among terms (BT, NT).

4. Associative relationships (RT or search also) as the following example illustrate:

  Ceramics  SEARCH ALSO  Glass-ceramics

  Ceramics  SEARCH ALSO  Glazes

  Ceramics  SEARCH ALSO  Oxide ceramics

  Ceramics  SEARCH ALSO  Piezoelectric ceramics

  Ceramics  SEARCH ALSO  Pipe, Clay

  Ceramics  SEARCH ALSO  Slips (Ceramics)

  Ceramics  SEARCH ALSO  Tiles                  

  •   Chemistry of electronic ceramics  SEARCH: Electronic ceramics--Chemistry

      Coloring of ceramics  SEARCH: Color in the ceramic industries

      Dental ceramics                                 

      Dental ceramics  SEARCH ALSO  Dental ceramic metals

 

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Another tip to keep in mind is the nature of publication life cycle in technical literature. For example, technical ideas are published in many different publication formats along the line of their life cycle; as they get developed, tested, and refined, results might first appear in a technical report, as a demo at a regional or national conference; later, the same project is presented as a conference paper; finally, you file your doctoral work and publish your dissertation; as a result, several journal articles are published, a monograph is announced, a chapter is written. Of course, time lag will vary depending on a given format. For you as a searcher, this means that you have many choices to explore in order to retrieve a particular idea. These are all examples of primary literature. 

How do you get access to these primary sources? Experts use secondary sources such as periodical indexes and abstracts. Examples are Engineering Index (printed Monthly and Annual), COMPENDEX (computerized Engineering Index), Ei Engineering Meetings, Energy Abstracts, INSPEC (Physics Abstracts, Electrical and Engineering Abstracts, Computer and Control Abstracts), Mathematical Reviews, Current Contents, and a wide variety of disciplinary periodical indexes and abstracts. Many of these collections are also known as databases or digital libraries. If you are a student, you will probably recognize many of these titles on your library catalog portal "free of charge".

How To Evaluate Periodical Indexes and Abstracts

The following is a checklist to keep in mind when using periodical indexes and abstracts:

Coverage and Scope: Familiarize yourself with disciplines, subdisciplines, special areas as well as with list of journals indexed in a particular database. Keep in mind that each database indexes hundreds of periodical titles. Which formats are included? Are chapters of books covered? Are dissertations indexed? Are reviews included? Are workshops indexed? Advanced courses? Which languages are represented?

Time: While contents of engineering databases may be similar, you need to know exactly how far back does each online, CD-ROM database or their Web-based product go. For examples, Engineering Index exists as a printed monthly, printed annual, and printed multiple-year cumulative index. Some large databases are partitioned into several segments (e.g., Inspec).

Medium: In addition, a source such as Engineering Index, is available as online database through library catalogs and portals as well as via multiple commercial vendors (e.g., Dialog, BRS, Orbit, Data-Star, European Space Agency (ESA/IRS), STN). When packaged as a CD-ROM database, Engineering Index is known as COMPENDEX*PlusTM. Other interfaces include the Ei on the Internet, and Ei mounted on online library catalogs (e.g., Melvyl®). Each of these variants feels and looks differently with regard to interface style, search, display, print features, and software capabilities.

Search Vocabulary: Most databases have sophisticated controlled vocabularies with classification schemes (e.g., Engineering Index, Inspec). Keyword search is but one of many different ways to search literature by what it is about. When you type in any words without first consulting special vocabularies, you are probably using keywords or words that you think authors were using when they wrote their reports and papers. However, every word may have synonyms, broader terms, more specific ones, technical or jargon words, popular names, perhaps slang, and many other variants. In order to cope with this language complexity, people have invented lists that contain standardized search words that are designed to assist you in searching the literature by topic or subject. These lists are called lists of subject headings where subject headings represent authorized or preferred terms that whenever possible, you should use them in searching periodical literature. So, Engineering Index uses Ei Thesaurus (1998) which combines and supersedes Subject Headings in Engineering (1987), Subject heading Guide to Engineering Categories (1984), and Classification Codes (1988). Inspec uses Inspec Thesaurus (1999). Organization of these controlled vocabularies is described under respective indexing sources, Engineering Index and Inspec. If you have not come across one, search IEEE WebThesaurus for basic engineering terms. These terms are useful to keep in mind when you give "keywords" before submitting your own papers to IEEE journals.

Level of Detail: Your level of familiarity with a research topic and the purpose you will use information for will guide you throughout your search process. You may find that certain literatures are too technical or detailed for your current knowledge or need. Other times, you will need specific answer to your question rather than listing of reference sources of papers. Know when to use periodical indexes and abstracts as access mechanism, and when to use technical dictionaries, handbooks, and manufacturers' catalogs. See ATEIS for information space, and another visual ATEIS-Start on where to start your search.

Publication Cycle Model: If time is the most important consideration in your search, look up papers in conference proceedings and search technical reports. If you need to produce a comprehensive search, start with periodical indexes (online databases) for journal articles and patents; use library catalogs for books, monographs, and conference (periodical) titles; look up reviews for a variety of publications. You may also want to search author bibliographies. The idea here is to think about projects that may be expressed in many formats (conference paper, thesis, patent, report), media (print, Web), and different contributors (personal author, organization).    

Organization: We have organized our sources from general to more specific. We do NOT list all sources that one can possibly find. We recognize that you are an engineer, not a librarian. This means that we do want to start you with those sources that you will find useful in your professional career either as a practicing engineer, a manager, or a graduate student and a researcher. Many sources are annotated, illustrated with examples, and sometimes selected excerpts are provided; sources are not simply listings of titles and other bibliographic pieces; we do not assume that you already have used a source. We certainly expect that you will find your own niche of the most valuable sources and build your own PORTFOLIO of the most useful sources in your area of specialization as you learn to use these sources in your research and work.

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