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Abstract

Proceedings of a seminar presenting the Italian translation of DDC21

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Footnote

Übers. des Titels: A conceptual model for the new BNCF subject headings: subject indexing in the light of FRBR

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Abstract

In this article are compared traditional OPAC systems, enriched OPAC, social OPAC and social cataloguing systems.the aim is to underline new theoretical trends and to offer a taxonomic outline of such tools, according to the interaction level granted to users and to the chance to manage user's generated contents in the point of view of the application of web 2.0 tendecies to libraries, in the library 2.0. At the end, a brief review of softwares, both open source and not, that seem promising for this future application.

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Footnote

Rez. in: Knowledge organization 34(2007) no.1, S.58-60 (P. Buizza): "This Nuovo soggettario is the first sign of subject indexing renewal in Italy. Italian subject indexing has been based until now on Soggettario per i cataloghi delle biblioteche italiane (Firenze, 1956), a list of preferred terms and see references, with suitable hierarchical subdivisions and cross references, derived from the subject catalogue of the National Library in Florence (BNCF). New headings later used in Bibliografia nazionale italiana (BNI) were added without references, nor indeed with any real maintenance. Systematic instructions on how to combine the terms are lacking: the indexer using this instrument is obliged to infer the order of terms absent from the lists by consulting analogous entries. Italian libraries are suffering from the limits of this subject catalogue: vocabulary is inadequate, obsolete and inconsistent, the syndetic structure incomplete and inaccurate, and the syntax ill-defined, poorly explained and unable to reflect complex subjects. In the nineties, the Subject Indexing Research Group (Gruppo di ricerca sull'indicizzazione per soggetto, GRIS) of the AIB (Italian Library Association) developed the indexing theory and some principles of PRECIS and drew up guidelines based on consistent principles for vocabulary, semantic relationships and subject string construction, the latter according to role syntax (Guida 1997). In overhauling the Soggettario, the National Library in Florence aimed at a comprehensive indexing system. (A report on the method and evolution of the work has been published in Knowledge Organization (Lucarelli 2005), while the feasibility study is available in Italian (Per un nuovo Soggettario 2002). Any usable terms from the old Soggettario will be transferred to the new system, while taking into consideration international norms and interlinguistic compatibility, as well as applications outside the immediate library context. The terms will be accessible via a suitable OPAC operating on the most advanced software.
The guide Nuovo soggettario was presented on February 8' 2007 at a one-day seminar in the Palazzo Vecchio, Florence, in front of some 500 spellbound people. The Nuovo soggettario comes in two parts: the guide in book-form and an accompanying CD-ROM, by way of which a prototype of the thesaurus may be accessed on the Internet. In the former, rules are stated; the latter contains a pdf version of the guide and the first installment of the controlled vocabulary, which is to be further enriched and refined. Syntactic instructions (general application guidelines, as well as special annotations of particular terms) and the compiled subject strings file have yet to be added. The essentials of the new system are: 1) an analytic-synthetic approach, 2) use of terms (units of controlled vocabulary) and subject strings (which represent subjects by combining terms in linear order to form syntactic relationships), instead of main headings and subdivisions, 3) specificity of terms and strings, with a view to the co-extension of subject string and subject matter and 4) a clear distinction between semantic and syntactic relationships, with full control of them both. Basic features of the vocabulary include the uniformity and univocality of terms and thesaural management of a priori (semantic) relationships. Starting from its definition, each term can be categorially analyzed: four macro-categories are represented (agents, action, things, time), for which there are subcategories called facets (e.g., for actions: activities, disciplines, processes), which in turn have sub-facets. Morphological instructions conform to national and international standards, including BS 8723, ANSI/ NISO Z39.19 and the IFLA draft of Guidelines for multilingual thesauri, even for syntactic factorization. Different kinds of semantic relationships are represented thoroughly, and particular attention is paid to poly-hierarchies, which are used only in moderation: both top terms must actually be relevant. Node labels are used to specify the principle of division applied. Instance relationships are also used.
An entry is structured so as to present all the essential elements of the indexing system. For each term are given: category, facet, related terms, Dewey interdisciplinary class number and, if necessary; definition or scope notes. Sources used are referenced (an appendix in the book lists those used in the current work). Historical notes indicate whenever a change of term has occurred, thus smoothing the transition from the old lists. In chapter 5, the longest one, detailed instructions with practical examples show how to create entries and how to relate terms; upper relationships must always be complete, right up to the top term, whereas hierarchies of related terms not yet fully developed may remain unfinished. Subject string construction consists in a double operation: analysis and synthesis. The former is the analysis of logical functions performed by single concepts in the definition of the subject (e.g., transitive actions, object, agent, etc.) or in syntactic relationships (transitive relationships and belonging relationship), so that each term for those concepts is assigned its role (e.g., key concept, transitive element, agent, instrument, etc.) in the subject string, where the core is distinct from the complementary roles (e.g., place, time, form, etc.). Synthesis is based on a scheme of nuclear and complementary roles, and citation order follows agreed-upon principles of one-to-one relationships and logical dependence. There is no standard citation order based on facets, in a categorial logic, but a flexible one, although thorough. For example, it is possible for a time term (subdivision) to precede an action term, when the former is related to the latter as the object of action: "Arazzi - Sec. 16.-17. - Restauro" [Tapestry - 16th-17th century - Restoration] (p. 126). So, even with more complex subjects, it is possible to produce perfectly readable strings covering the whole of the subject matter without splitting it into two incomplete and complementary headings. To this end, some unusual connectives are adopted, giving the strings a more discursive style.
Thesaurus software is based on AgroVoc (http:// www.fao.org/aims/ag_intro.htm) provided by the FAO, but in modified form. Many searching options and contextualization within the full hierarchies are possible, so that the choice of morphology and syntax of terms and strings is made easier by the complete overview of semantic relationships. New controlled terms will be available soon, thanks to the work in progress - there are now 13,000 terms, of which 40 percent are non-preferred. In three months, free Internet access by CD-ROM will cease and a subscription will be needed. The digital version of old Soggettario and the corresponding unstructured lists of headings adopted in 1956-1985 are accessible together with the thesaurus, so that the whole vocabulary, old and new, will be at the fingertips of the indexer, who is forced to work with both tools during this transition period. In the future, it will be possible to integrate the thesaurus into library OPACs. The two parts form a very consistent and detailed resource. The guide is filled with examples; the accurate, clearly-expressed and consistent instructions are further enhanced by good use of fonts and type size, facilitating reading. The thesaurus is simple and quick to use, very rich, albeit only a prototype; see, for instance, a list of DDC numbers and related terms with their category and facet, and then entries, hierarchies and so on, and the capacity of the structure to show organized knowledge. The excellent outcome of a demanding experimentation, the intended guide welcomes in a new era of subject indexing in Italy and is highly recommended. The new method has been designed to be easily teachable to new and experimented indexers.
Now BNI is beginning to use the new language, pointing the way for the adoption of Nuovo soggettario in Italian libraries: a difficult challenge whose success is not assured. To name only one issue: including all fields of study requires particular care in treating terms with different specialized meanings; cooperation of other libraries and institutions is foreseen. At the same time, efforts are being made to assure the system's interoperability outside the library world. It is clear that a great commitment is required. "Too complex a system!" say the naysayers. "Only at the beginning," the proponents reply. The new system goes against the mainstream, compared with the imitation of the easy way offered by search engines - but we know that they must enrich their devices to improve quality, just repeating the work on semantic and syntactic relationships that leads formal expressions to the meanings they are intended to communicate - and also compared with research to create automated devices supporting human work, for the need to simplify cataloguing. Here AI is not involved, but automation is widely used to facilitate and to support the conscious work of indexers guided by rules as clear as possible. The advantage of Nuovo soggettario is its combination of a thesaurus (a much-appreciated tool used across the world) with the equally widespread technique of subject-string construction, which is to say: the rational and predictable combination of the terms used. The appearance of this original, unparalleled working model may well be a great occasion in the international development of indexing, as, on one hand, the Nuovo soggettario uses a recognized tool (the thesaurus) and, on the other, by permitting both pre-coordination and post-coordination, it attempts to overcome the fragmentation of increasingly complex and specialized subjects into isolated, single-term descriptors. This is a serious proposition that merits consideration from both theoretical and practical points of view - and outside Italy, too."

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Abstract

Nuovo soggettario, edited by the National Central Library of Florence and published in 2007, is a subject indexing system renewing the existing »Soggettario per i cataloghi delle biblioteche italiane« (1956). The new language has been created according to rules and standards internationally recognized and is made up of various components, of which the multidisciplinary Thesaurus is the central one. This paper describes the facet analysis method adopted in developing the Thesaurus, (the terms of which derive mainly from the daily indexing work of the Italian National Bibliography) and how this has been applied to the semantic structure for legal terms. Details are also given concerning problems deriving from the overlapping of facets and how these are being resolved.

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