-
Vickery, B.C.: Faceted classification : A guide to construction and use of special schemes (1986)
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- Abstract
- A perfect little book, with just 63 pages of text. From chapter A, Introduction, to U, Mechanization, it covers everything about making a faceted classification: what they are, why they are needed, how to do facet analysis, examples from existing faceted schemes, orderings, common subdivisions, the contents of each facet, notation, filing order, how to perform classification with the created system, and indexing. Each chapter is brief but has full coverage of the subject. "The technique of constructing a special faceted classification is not a settled, automatic, codified procedure. Nothing so complex as the field of knowledge could be analysed and organized by rule-of-thumb. We can therefore offer no more than a guide, describing tested procedures and discussing some difficulties." Vickery was a member of the Classification Research Group and one of the foremost classificationists.
-
Fairthorne, R.A.: Temporal structure in bibliographic classification (1985)
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- Abstract
- This paper, presented at the Ottawa Conference an the Conceptual Basis of the Classification of Knowledge, in 1971, is one of Fairthorne's more perceptive works and deserves a wide audience, especially as it breaks new ground in classification theory. In discussing the notion of discourse, he makes a "distinction between what discourse mentions and what discourse is about" [emphasis added], considered as a "fundamental factor to the relativistic nature of bibliographic classification" (p. 360). A table of mathematical functions, for example, describes exactly something represented by a collection of digits, but, without a preface, this table does not fit into a broader context. Some indication of the author's intent ls needed to fit the table into a broader context. This intent may appear in a title, chapter heading, class number or some other aid. Discourse an and discourse about something "cannot be determined solely from what it mentions" (p. 361). Some kind of background is needed. Fairthorne further develops the theme that knowledge about a subject comes from previous knowledge, thus adding a temporal factor to classification. "Some extra textual criteria are needed" in order to classify (p. 362). For example, "documents that mention the same things, but are an different topics, will have different ancestors, in the sense of preceding documents to which they are linked by various bibliographic characteristics ... [and] ... they will have different descendants" (p. 363). The classifier has to distinguish between documents that "mention exactly the same thing" but are not about the same thing. The classifier does this by classifying "sets of documents that form their histories, their bibliographic world lines" (p. 363). The practice of citation is one method of performing the linking and presents a "fan" of documents connected by a chain of citations to past work. The fan is seen as the effect of generations of documents - each generation connected to the previous one, and all ancestral to the present document. Thus, there are levels in temporal structure-that is, antecedent and successor documents-and these require that documents be identified in relation to other documents. This gives a set of documents an "irrevocable order," a loose order which Fairthorne calls "bibliographic time," and which is "generated by the fact of continual growth" (p. 364). He does not consider "bibliographic time" to be an equivalent to physical time because bibliographic events, as part of communication, require delay. Sets of documents, as indicated above, rather than single works, are used in classification. While an event, a person, a unique feature of the environment, may create a class of one-such as the French Revolution, Napoleon, Niagara Falls-revolutions, emperors, and waterfalls are sets which, as sets, will subsume individuals and make normal classes.
The fan of past documents may be seen across time as a philosophical "wake," translated documents as a sideways relationship and future documents as another fan spreading forward from a given document (p. 365). The "overlap of reading histories can be used to detect common interests among readers," (p. 365) and readers may be classified accordingly. Finally, Fairthorne rejects the notion of a "general" classification, which he regards as a mirage, to be replaced by a citation-type network to identify classes. An interesting feature of his work lies in his linkage between old and new documents via a bibliographic method-citations, authors' names, imprints, style, and vocabulary - rather than topical (subject) terms. This is an indirect method of creating classes. The subject (aboutness) is conceived as a finite, common sharing of knowledge over time (past, present, and future) as opposed to the more common hierarchy of topics in an infinite schema assumed to be universally useful. Fairthorne, a mathematician by training, is a prolific writer an the foundations of classification and information. His professional career includes work with the Royal Engineers Chemical Warfare Section and the Royal Aircraft Establishment (RAE). He was the founder of the Computing Unit which became the RAE Mathematics Department.
- Footnote
- Original in: Ottawa Conference on the Conceptual Basis of the Classification of Knowledge, Ottawa, 1971. Ed.: Jerzy A Wojceichowski. Pullach: Verlag Dokumentation 1974. S.404-412.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a
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Foskett, D.J.: Classification and integrative levels (1985)
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- Abstract
- Very interesting experimental work was done by Douglas Foskett and other British classificationists during the fifteen-year period following the end of World War II. The research was effective in demonstrating that it was possible to make very sophisticated classification systems for virtually any subject-systems suitable for experts and for the general user needing a detailed subject classification. The success of these special systems led to consideration of the possibility of putting them together to form a new general classification system. To do such a thing would require a general, overall framework of some kind, since systems limited to a special subject are easier to construct because one does not have to worry about including all of the pertinent facets needed for a general system. Individual subject classifications do not automatically coalesce into a general pattern. For example, what is central to one special classification might be fringe in another or in several others. Fringe terminologies may not coincide in terms of logical relationships. Homographs and homonyms may not rear their ugly heads until attempts at merger are made. Foskett points out that even identifying a thing in terms of a noun or verb involves different assumptions in approach. For these and other reasons, it made sense to look for existing work in fields where the necessary framework already existed. Foskett found the rudiments of such a system in a number of writings, culminating in a logical system called "integrative levels" suggested by James K. Feibleman (q.v.). This system consists of a set of advancing conceptual levels relating to the apparent organization of nature. These levels are irreversible in that if one once reached a certain level there was no going back. Foskett points out that with higher levels and greater complexity in structure the analysis needed to establish valid levels becomes much more difficult, especially as Feibleman stipulates that a higher level must not be reducible to a lower one. (That is, one cannot put Humpty Dumpty together again.) Foskett is optimistic to the extent of suggesting that references from level to level be made upwards, with inductive reasoning, a system used by Derek Austin (q.v.) for making reference structures in PRECIS. Though the method of integrative levels so far has not been used successfully with the byproducts of human social behavior and thought, so much has been learned about these areas during the past twenty years that Foskett may yet be correct in his optimism. Foskett's name has Jong been associated with classification in the social sciences. As with many of the British classificationists included in this book, he has been a member of the Classification Research Group for about forty years. Like the others, he continues to contribute to the field.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a
-
Classification Research Group: ¬The need for a faceted classification as the basis of all methods of information retrieval (1985)
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- Abstract
- This classic paper presents the reasoning behind the research undertaken by the Classification Research Group in London, beginning in 1952 and producing, by 1955, the direction in which the Group's efforts were to go in the next thirty years. The Group's original purpose was to review the basic principles of indexing and classification without committing itself to any existing system. It began by uncovering - among existing systems such as indexes, classifications, automatic selectors, and other information retrieval systems - the steps in the process by means of which a search was performed. The Group went over this very carefully, identifying parts of the process each step of the way. At the time this work was performed systems such as UNITERMS, which did not survive, and other alphabetical coordinated indexes, mainly experimental, were a dime a dozen. Classification to most librarians meant Dewey and the Library of Congress systems, both of which have very serious shortcomings from an intellectual point of view. The Group finally came to the conclusion that a classification of knowledge was necessary for constructing any successful retrieval system. The question then became one of deciding which kind of classification system. The members identified ten unsatisfactory features of existing systems. In fact, they could not find any general class schedule that either was satisfactory or could be made satisfactory. Obviously then, a new system had to be made. The question became one of how to do this. Existing theories did not conform to the theory of logical division; dividing and subdividing an the basis of a single characteristic was not followed. Thus logical division, which is a "top down" method of analysis, was rejected. Generic relationships would have to be made by some other methodology. A "bottom-up" or inductive, as opposed to deductive, method was a possibility. The Group actually decided to use a system in which a given genus could be subdivided in more than one way, thus "yielding a homogeneous group of collateral species."
The technique chosen was S. R. Ranganathan's facet analysis (q.v.). This method works from the bottom up: a term is categorized according to its parent class, as a kind, state, property, action, operation upon something, result of an Operation, agent, and so on. These modes of definition represent characteristics of division. Following the publication of this paper, the group worked for over ten years developing systems following this general pattern with various changes and experimental arrangements. Ranganathan's Colon Classification was the original of this type of method, but the Group rejected his contention that there are only five fundamental categories to be found in the knowledge base. They did, in fact, end up with varying numbers of categories in the experimental systems which they ultimately were to make. Notation was also recognized as a problem, being complex, illogical, lengthy, obscure and hard to understand. The Group tried to develop a rationale for notation, both as an ordering and as a finding device. To describe and represent a class, a notation could be long, but as a finding device, brevity would be preferable. The Group was to experiment with this aspect of classification and produce a number of interesting results. The Classification Research Group began meeting informally to discuss classification matters in 1952 and continues to meet, usually in London, to the present day. Most of the British authors whose work is presented in these pages have been members for most of the Group's life and continue in it. The Group maintains the basic position outlined in this paper to the present day. Its experimental approach has resulted in much more information about the nature and functions of classification systems. The ideal system has yet to be found. Classification research is still a promising area. The future calls for more experimentation based an reasoned approaches, following the example set by the Classification Research Group.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a
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Bliss, H.E.: ¬A bibliographic classification : principles and definitions (1985)
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- Abstract
- Henry Evelyn Bliss (1870-1955) devoted several decades of his life to the study of classification and the development of the Bibliographic Classification scheme while serving as a librarian in the College of the City of New York. In the course of the development of the Bibliographic Classification, Bliss developed a body of classification theory published in a number of articles and books, among which the best known are The Organization of Knowledge and the System of the Sciences (1929), Organization of Knowledge in Libraries and the Subject Approach to Books (1933; 2nd ed., 1939), and the lengthy preface to A Bibliographic Classification (Volumes 1-2, 1940; 2nd ed., 1952). In developing the Bibliographic Classification, Bliss carefully established its philosophical and theoretical basis, more so than was attempted by the makers of other classification schemes, with the possible exception of S. R. Ranganathan (q.v.) and his Colon Classification. The basic principles established by Bliss for the Bibliographic Classification are: consensus, collocation of related subjects, subordination of special to general and gradation in specialty, and the relativity of classes and of classification (hence alternative location and alternative treatment). In the preface to the schedules of A Bibliographic Classification, Bliss spells out the general principles of classification as weIl as principles specifically related to his scheme. The first volume of the schedules appeared in 1940. In 1952, he issued a second edition of the volume with a rewritten preface, from which the following excerpt is taken, and with the addition of a "Concise Synopsis," which is also included here to illustrate the principles of classificatory structure. In the excerpt reprinted below, Bliss discusses the correlation between classes, concepts, and terms, as weIl as the hierarchical structure basic to his classification scheme. In his discussion of cross-classification, Bliss recognizes the "polydimensional" nature of classification and the difficulties inherent in the two-dimensional approach which is characteristic of linear classification. This is one of the earliest works in which the multidimensional nature of classification is recognized. The Bibliographic Classification did not meet with great success in the United States because the Dewey Decimal Classification and the Library of Congress Classification were already weIl ensconced in American libraries by then. Nonetheless, it attracted considerable attention in the British Commonwealth and elsewhere in the world. A committee was formed in Britain which later became the Bliss Classification Association. A faceted edition of the scheme has been in preparation under the direction of J. Mills and V. Broughton. Several parts of this new edition, entitled Bliss Bibliographic Classification, have been published.
- Footnote
- Original in: Bliss, H.E.: A bibliographic classification extended by systematic auxuliary schedules for composite specification and notation. vols 1-2. 2nd ed. New York: Wilson 1952. S.3-11.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a
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Feibleman, J.K.: Theory of integrative levels (1985)
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- Abstract
- In the early 1960s, the Classification Research Group in London (q.v.) had reached the point in its experimentation with faceted classification systems where some kind of amalgamation of individual schemes was needed. They sought a unifying principle or set of principles that would provide a basis for a general system. The individual faceted schemes would not merge; what was central to one subject was fringe to another, but the fringes did not coalesce. In looking farther afield, they discovered the theory of "integrative levels" set forth by James K. Feibleman, Chairman and Professor of Philosophy at Tulane University until 1969 and author of forty-five books and more than 175 articles in various fields of philosophy. Feibleman's research concerned the development of the sciences considered in terms of an organizing principle. In the physical sciences, one Gould begin with subparticles and work up to atoms, molecules, and molecular assemblages, interpolating the biological equivalents. Feibleman separates the various levels by use of a "no return" device: "each level organizes the level or levels below it plus one emergent quality." The process is not reversible without loss of identity. A dog, in his system, is no longer a dog when it has been run over by a car; the smashed parts cannot be put together again to function as a dog. The theory of integrative levels is an interesting one. The levels from subparticles to clusters of galaxies or from nuclei to organisms are relatively clearly defined. A discipline, such as any of the ones comprising the "hard sciences," is made up of integrative levels. Research is cumulative so that scholars are ready to contribute when very young. Classification in these fields can make good use of the theory of integrative levels-in fact it should do so. It would appear that the method is more difficult to apply in the social sciences and humanities. This appearance may, however, be superficial. Almost all past happenings are irrevocable; one cannot recall the French Revolution and re-fight it. Any academic discipline that moves an over time does not usually return to an earlier position, even when there are schools of thought involved. Philosophy may have "neo-" this or that, but the subsequent new is not the same as the previous new. One has only to look at the various kinds of neo-Platonists that arise from time to time to realize that. Physical science recognizes a series of paradigms in changing its methodology over time and a similar situation may also turn out to be true in cognitive science." If this should turn out to be the case, integrative levels would probably have a part in that field as weIl.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a
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Oeser, E.: ¬The two systems of knowledge organization : on the characteristics and foundations of a universal background system (1982)
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McLachlan, H.V.: Buchanan, Locke and Wittgenstein on classification (1981)
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Bury, S.: Comparison of classification schedules for libraries (1980)
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- Abstract
- Discusses the basic criteria for comparison of classification for libraries. Identifies a set of intellectual criteria, derived from the general theory of library classification as expounded by Dewey, Bliss, and Ranganathan. Compares LC, DC, and BC in relation criteria namely - order, university, hospitality, adaptability, terminology, relationship, synthesis, notational features - simplicity, brevity, expressiveness, specifity, synonymity, flexibility, correlation, case of use, revision and practical use. Highlights the value of comparative studies among classification schemes
- Source
- Library science with a slant to documentation. 17(1980), S.73-82
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- a
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Vickery, B.C.: Systematic subject indexing (1985)
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- Abstract
- Brian C. Vickery, Director and Professor, School of Library, Archive and Information Studies, University College, London, is a prolific writer on classification and information retrieval. This paper was one of the earliest to present initial efforts by the Classification Research Group (q.v.). In it he clearly outlined the need for classification in subject indexing, which, at the time he wrote, was not a commonplace understanding. In fact, some indexing systems were made in the first place specifically to avoid general classification systems which were out of date in all fast-moving disciplines, especially in the "hard" sciences. Vickery picked up Julia Pettee's work (q.v.) an the concealed classification in subject headings (1947) and added to it, mainly adopting concepts from the work of S. R. Ranganathan (q.v.). He had already published a paper an notation in classification, pointing out connections between notation, words, and the concepts which they represent. He was especially concerned about the structure of notational symbols as such symbols represented relationships among subjects. Vickery also emphasized that index terms cover all aspects of a subject so that, in addition to having a basis in classification, the ideal index system should also have standardized nomenclature, as weIl as show evidence of a systematic classing of elementary terms. The necessary linkage between system and terms should be one of a number of methods, notably:
- adding a relational term ("operator") to identify and join terms; - indicating grammatical case with terms where this would help clarify relationships; and - analyzing elementary terms to reveal fundamental categories where needed. He further added that a standard order for showing relational factors was highly desirable. Eventually, some years later, he was able to suggest such an order. This was accepted by his peers in the Classification Research Group, and utilized by Derek Austin in PRECIS (q.v.). Vickery began where Farradane began - with perception (a sound base according to current cognitive psychology). From this came further recognition of properties, parts, constituents, organs, effects, reactions, operations (physical and mental), added to the original "identity," "difference," "class membership," and "species." By defining categories more carefully, Vickery arrived at six (in addition to space (geographic) and time): - personality, thing, substance (e.g., dog, bicycle, rose) - part (e.g., paw, wheel, leaf) - substance (e.g., copper, water, butter) - action (e.g., scattering) - property (e.g., length, velocity) - operation (e.g., analysis, measurement) Thus, as early as 1953, the foundations were already laid for research that ultimately produced very sophisticated systems, such as PRECIS.
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
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- a
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Batty, D.: ¬The future of DDC in the perspective of current classification research (1989)
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- Abstract
- One by one, the noble characteristics that we have chosen in the past to set us apart from other species have fallen before the march of zoological research - othe species can laugh, grieve, use tools, communicate by sound alone, and analyze and respond to complex stimulis well as we. But one trait is ours. We are lisvmakers - eben when we do not use the lists we make. The development of classification has been long and full of false starts, reflective of contemporary intellectual persuasions; from a desire to classify the entire universe, to a conviction that classification is pointless beyond an extemely small universe of discourse. Yet we have achieved an impressive body of theory. We have expressed what Melvil Dewey and his contemporaries only felt. Should we ever use it in a practical way? The upward curve has not been smooth, but for most of those involved, it was and has been fun, and sometimes funny. Only by retaining a sense of perspective can we view the future.
- Type
- a
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Beghtol, C.: Semantic validity : concepts of warrants in bibliographic classification systems (1986)
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- Abstract
- This paper argues that the semantic axis of bibliographic classification systems can be found in the various warrants that have been used to justify the utility of classification systems. Classificationists, theorists, and critics have emphasized the syntactic aspects of classification theories and systems, but a number of semantic warrants can be identified. The evolution of four semantic warrants is traced through the development of twentieth-century classification theory: literary warrant, scientific/philosophical warrant, educational warrant, and cultural warrant. It is concluded that further examination of semantic warrants might make possible a rationalized approach to the creation of classification systems for particular uses. The attention of scholars on faceted schemes and classificatory structures had heretofore pulled our attention to the syntactic aspects (e.g., concept division and citation order), with semantics being considered more or less a question of the terms and their relationships and somewhat taken for granted, or at least construed as a unitary aspect. Attention is on the choice of the classes and their meaning, as well as their connection to the world, and not so much on their syntactic relationship. This notion is developed by providing an historical and conceptual overview of the various kinds of warrant discernible in working with bibliographic systems. In Beghtol's definition, warrant concerns more than just the selection of terms, but rather the mapping of a classification system to the context and uses.
- Footnote
- Vgl.: Kwasnik, B.H.: Semantic warrant: a pivotal concept for our field. In: Knowledge organization. 37(2010) no.2, S.106-110.
- Type
- a
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Austin, D.: Basic concept classes and primitive relations (1982)
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Foskett, D.J.; Bury, S.: Concept organisation and universal classification schemes (1982)
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Kumar, K.: Theoretical bases for universal classification systems (1982)
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Frohmann, B.P.: ¬An investigation of the semantic bases of some theoretical principles of classification proposed by Austin and the CRG (1983)
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Kumar, K.: Theory of classification (1985)
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- Abstract
- This book provides a coherent account of the theory of classification. It discusses the contributions made by theoreticians like E.C. Richardson, J.B. Brown, W. Hulme, W.C. Berwick Sayers, H.E. Bliss and S.R. Ranganathan. However, the theory put forward by S.R. Ranganathan predominates the whole book because his contribution is far more than anybody else's. Five major schemes - DDC, UDC, LCC, CC, and BC - have also been discussed. Library classification is a specialized area of study. In recent years, library classification has become a vast and complicated field of study using highly technical terminology. A special attempt has been made to provide descriptions as simple and direct as could be possible. To illustrate the theory of classification, large number of examples have been given from all major schemes so that an average student ould also grasp the concepts easily. This book has been especially written to meet the requirements of students, preparing for their library science, documentation, information science diplomas and degrees.
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Ranganathan, S.R.: Facet analysis: fundamental categories (1985)
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- Abstract
- Among the theorists in the field of subject analysis in the twentieth century, none has been more influential than S. R. Ranganathan (1892-1972) of India, a mathematician by training who turned to librarianship and made some of the most far-reaching contributions to the theory of librarianship in general and subject analysis in particular. Dissatisfied with both the Dewey Decimal Classification and the Universal Decimal Classification, Ranganathan set out to develop his own system. His Colon Classification was first published in 1933 and went through six editions; the seventh edition was in progress when Ranganathan died in 1972. In the course of developing the Colon Classification, Ranganathan formulated a body of classification theory which was published in numerous writings, of which the best known are Elements of Library Classification (1945; 3rd ed., 1962) and Prolegomena to Library Classification (1967). Among the principles Ranganathan established, the most powerful and influential are those relating to facet analysis. Ranganathan demonstrated that facet analysis (breaking down subjects into their component parts) and synthesis (recombining these parts to fit the documents) provide the most viable approach to representing the contents of documents. Although the idea and use of facets, though not always called by that name, have been present for a long time (for instance, in the Dewey Decimal Classification and Charles A. Cutter's Expansive Classification), Ranganathan was the person who systematized the ideas and established principles for them. For his Colon Classification, Ranganathan identified five fundamental categories: Personality (P), Material (M), Energy (E), Space (S) and Time (T) and the citation order PMEST based an the idea of decreasing concreteness.
The Colon Classification has not been widely adopted; however, the theory of facet analysis and synthesis Ranganathan developed has proved to be most influential. Although many theorists of subject analysis do not totally agree with his fundamental categories or citation order, Ranganathan's concept of facet analysis and synthesis has provided a viable method and a framework for approaching subject analysis and has become the foundation of subject analysis in the twentieth century. In this sense, his theory laid the groundwork for later investigations and inquiries into the nature of subject and classificatory categories and citation order. His influence is felt in all modern classification schemes and indexing systems. This is attested to by the citations to his ideas and works in numerous papers included in this collection and by the fact that other modern classification systems such as the Dewey Decimal Classification and the Bliss Bibliographic Classification have become increasingly faceted in recent editions. The following chapter from Elements of Library Classification represents one of Ranganathan's many expositions of facet analysis and fundamental categories. It is chosen because of its clarity of expression and comprehensibility (many readers find the majority of his writings difficult to understand).
- Source
- Theory of subject analysis: a sourcebook. Ed.: L.M. Chan, et al
- Type
- a