Writers are told again and again to write what you know, but taken too literally, that advice can be excessively constraining. Limited to our own personal experience, we'll soon run out of things to write about -- not to mention that it pretty well shuts out the possibilities of speculative fiction. Who among us has commanded a space fleet or led a conference of magic-users?
Obviously we can draw upon our knowledge of familiar things to understand by analogy. But there always will come a time when we need to extend our knowledge beyond personal experience.
That means doing research. Google, Wikipedia and other online sources can be excellent starting points, but often you need to go beyond them. There are numerous guides to doing library research, but depending on what libraries are available to you, they may not be adequate to provide the information you need. It may be necessary to contact and expert and request the information you need.
Cold-calling a stranger for help is a scary process. Might they consider your approach an affront? Might they brush you off or shut you down? The fear of being rejected in a humiliating manner can be paralyzing.
In fact, there's no reason to fear the process. If approached properly, most experts are happy to talk about their subject of expertise. After all, they often become experts because it's a subject they're genuinely interested in.
The key is, approached properly, which means presenting yourself professionally. And it's not just the old "a writer is an artist, and therefore suspect" canard. Since the rise of the Internet, there has been a growing problem of students at all levels in the education system writing to experts in various fields effectively trying to get their homework done for them.
As a result, you need to be careful not just to introduce yourself in a professional way, but also to make it clear that you've pulled your weight and have reached the end of the resources available to you. You probably don't want to disgorge a huge laundry list of books and websites you've used without success, but you probably want to mention the most critical sources.
There is some debate as to whether you should name the specific institutions where you've done your research, especially if they would indicate your location. Some people have a vastly different idea of what constitutes a reasonable travel distance, especially if your circumstances are constrained by responsibilities or finances. I still remember writing to a departmental library at a major university and getting a snippy answer that I could "just hop onto (road) and drive over to visit in person" because I'd mentioned our local public library by name. At the time I did not have a vehicle of sufficient reliability that I'd want to make a three-hour drive (each way, not round trip) alone, and my husband was working full time and not available to travel with me unless he used up a vacation day.
While it may be acceptable to shade the truth a little, soft-pedaling some facts and emphasizing others to enhance your appearance of a professional researcher who has exhausted local resources and is not able to travel, don't outright lie about your credentials or your situation. Don't claim degrees or institutional affiliations that you don't have. Don't give a big sob story about nonexistent misfortunes that make it impossible to travel even a short distance. People in a field generally know enough other people in it that lies will catch up to you, and while you may get results once or twice, eventually you'll get a bad reputation that will make it impossible to get anybody to help you.
Presenting yourself as a professional is only the first part of the proper approach. The second is presenting your question in the proper way so that the recipient will welcome it, rather than feel it is an imposition and become annoyed. Typically the student trying to get out of doing homework will present an overly broad "tell me everything you know about X" type of question. As a result, you want to be as specific as possible in formulating your question. Again, show you've done your homework by using the correct terminology -- but avoid name-dropping or using big words just to impress.
The best questions are the ones that are closed-ended, requesting a very specific but obscure piece of information. For instance, recently I was writing a story with a scene in a building at a university I once attended. However, I couldn't remember where the department's main office had been located, and when I went to the university's website, I discovered that the department had moved to a building that had been built since my last visit. Unable to locate any historical information on something so specific, I wrote to the university library and asked for the room number -- a very specific bit of information that could be easily researched in older directories and catalogs that they would have on hand but were not available to me.
Finally, be sure to communicate your gratitude for the expert's assistance. Close your initial contact letter or e-mail with a thank-you, and when they answer, make sure to thank them again. There's some question about whether that final thank-you note needs to be handwritten and posted, even in the case of a contact that was initially made by e-mail. I'd say it's a generational thing. If your informant is older, you may well want to post a longhand thank-you note, especially if this person has given you extensive help. Younger people who've spent their entire lives communicating electronically will probably consider an e-mail thank-you note more than adequate, and might even find a snail-mailed note vaguely stalkerish, since it means you found out their physical location to send the note.
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