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Abstract

Many information professionals working in small units today fail to find the published tools for subject-based organization that are appropriate to their local needs, whether they are archivists, special librarians, information officers, or knowledge or content managers. Large established standards for document description and organization are too unwieldy, unnecessarily detailed, or too expensive to install and maintain. In other cases the available systems are insufficient for a specialist environment, or don't bring things together in a helpful way. A purpose built, in-house system would seem to be the answer, but too often the skills necessary to create one are lacking. This practical text examines the criteria relevant to the selection of a subject-management system, describes the characteristics of some common types of subject tool, and takes the novice step by step through the process of creating a system for a specialist environment. The methodology employed is a standard technique for the building of a thesaurus that incidentally creates a compatible classification or taxonomy, both of which may be used in a variety of ways for document or information management. Key areas covered are: What is a thesaurus? Tools for subject access and retrieval; what a thesaurus is used for? Why use a thesaurus? Examples of thesauri; the structure of a thesaurus; thesaural relationships; practical thesaurus construction; the vocabulary of the thesaurus; building the systematic structure; conversion to alphabetic format; forms of entry in the thesaurus; maintaining the thesaurus; thesaurus software; and; the wider environment. Essential for the practising information professional, this guide is also valuable for students of library and information science.

Footnote

Rez. in: Mitt. VÖB 60(2007) H.1, S.98-101 (O. Oberhauser): "Die Autorin von Essential thesaurus construction (and essential taxonomy construction, so der implizite Untertitel, vgl. S. 1) ist durch ihre Lehrtätigkeit an der bekannten School of Library, Archive and Information Studies des University College London und durch ihre bisherigen Publikationen auf den Gebieten (Facetten-)Klassifikation und Thesaurus fachlich einschlägig ausgewiesen. Nach Essential classification liegt nun ihr Thesaurus-Lehrbuch vor, mit rund 200 Seiten Text und knapp 100 Seiten Anhang ein handliches Werk, das seine Genese zum Grossteil dem Lehrbetrieb verdankt, wie auch dem kurzen Einleitungskapitel zu entnehmen ist. Das Buch ist der Schule von Jean Aitchison et al. verpflichtet und wendet sich an "the indexer" im weitesten Sinn, d.h. an alle Personen, die ein strukturiertes, kontrolliertes Fachvokabular für die Zwecke der sachlichen Erschliessung und Suche erstellen wollen bzw. müssen. Es möchte dieser Zielgruppe das nötige methodische Rüstzeug für eine solche Aufgabe vermitteln, was einschliesslich der Einleitung und der Schlussbemerkungen in zwanzig Kapiteln geschieht - eine ansprechende Strukturierung, die ein wohldosiertes Durcharbeiten möglich macht. Zu letzterem tragen auch die von der Autorin immer wieder gestellten Übungsaufgaben bei (Lösungen jeweils am Kapitelende). Zu Beginn der Darstellung wird der "information retrieval thesaurus" von dem (zumindest im angelsächsischen Raum) weit öfter mit dem Thesaurusbegriff assoziierten "reference thesaurus" abgegrenzt, einem nach begrifflicher Ähnlichkeit angeordneten Synonymenwörterbuch, das gerne als Mittel zur stilistischen Verbesserung beim Abfassen von (wissenschaftlichen) Arbeiten verwendet wird. Ohne noch ins Detail zu gehen, werden optische Erscheinungsform und Anwendungsgebiete von Thesauren vorgestellt, der Thesaurus als postkoordinierte Indexierungssprache erläutert und seine Nähe zu facettierten Klassifikationssystemen erwähnt. In der Folge stellt Broughton die systematisch organisierten Systeme (Klassifikation/ Taxonomie, Begriffs-/Themendiagramme, Ontologien) den alphabetisch angeordneten, wortbasierten (Schlagwortlisten, thesaurusartige Schlagwortsysteme und Thesauren im eigentlichen Sinn) gegenüber, was dem Leser weitere Einordnungshilfen schafft. Die Anwendungsmöglichkeiten von Thesauren als Mittel der Erschliessung (auch als Quelle für Metadatenangaben bei elektronischen bzw. Web-Dokumenten) und der Recherche (Suchformulierung, Anfrageerweiterung, Browsing und Navigieren) kommen ebenso zur Sprache wie die bei der Verwendung natürlichsprachiger Indexierungssysteme auftretenden Probleme. Mit Beispielen wird ausdrücklich auf die mehr oder weniger starke fachliche Spezialisierung der meisten dieser Vokabularien hingewiesen, wobei auch Informationsquellen über Thesauren (z.B. www.taxonomywarehouse.com) sowie Thesauren für nicht-textuelle Ressourcen kurz angerissen werden.
In einem abschliessenden Kapitel geht das Buch auf Thesauruspflege und -verwaltung ein, wobei auch das Thema "Thesaurussoftware" angerissen wird - letzteres vielleicht ein wenig zu kurz. Erst hier mag manchem unbefangenen Leser bewusst werden, dass die in den vorhergehenden Kapiteln dargestellte Methodik eigentlich ohne den Einsatz dezidierter Software besprochen wurde, ja vielleicht auch so besprochen werden musste, um ein entsprechendes Verständnis herzustellen. In der nachfolgenden zweiseitigen Conclusio wird erwähnt, dass die britische Norm Structured Vocabularies for Information Retrieval (BS 8723) vor einer Neufassung stehe - was den Rezensenten darauf hinzuweisen gemahnt, dass sich dieses Buch natürlich ausschliesslich auf den anglo-amerikanischen Sprachraum und die dort geltenden Thesaurus-Gepflogenheiten bezieht. Der relativ umfangreiche Anhang beinhaltet ausser Materialie zum erwähnten Demonstrationsbeispiel auch ein nützliches Glossarium sowie ein professionell gefertigtes Sachregister. Literaturhinweise werden - in sparsamer Dosierung - jeweils am Ende der einzelnen Kapitel gegeben, sodass sich die "Bibliography" am Ende des Buches auf einige Normen und zwei Standardwerke beschränken kann. Realistisch betrachtet, darf vermutlich nicht davon ausgegangen werden, dass Leser, die dieses Buch durchgearbeitet haben, sogleich in der Lage sein werden, eigenständig einen Thesaurus zu erstellen. Ein Lehrbuch allein kann weder einen Kurs noch die praktische Erfahrung ersetzen, die für eine solche Tätigkeit vonnöten sind. Ich kann mir aber gut vorstellen, dass die Kenntnis der in diesem Buch vermittelten Inhalte sehr wohl in die Lage versetzt, in einem Team, das einen Thesaurus erstellen soll, kompetent mitzuarbeiten, mit den Konzepten und Fachtermini zurechtzukommen und selbst konstruktive Beiträge zu leisten. Ausserdem erscheint mir das Werk hervorragend als Begleitmaterial zu einer Lehrveranstaltung geeignet - oder auch als Grundlage für die Planung einer solchen. Ein britischer Einführungstext eben, im besten Sinne."
Weitere Rez. in: New Library World 108(2007) nos.3/4, S.190-191 (K.V. Trickey): "Vanda has provided a very useful work that will enable any reader who is prepared to follow her instruction to produce a thesaurus that will be a quality language-based subject access tool that will make the task of information retrieval easier and more effective. Once again I express my gratitude to Vanda for producing another excellent book." - Electronic Library 24(2006) no.6, S.866-867 (A.G. Smith): "Essential thesaurus construction is an ideal instructional text, with clear bullet point summaries at the ends of sections, and relevant and up to date references, putting thesauri in context with the general theory of information retrieval. But it will also be a valuable reference for any information professional developing or using a controlled vocabulary." - KO 33(2006) no.4, S.215-216 (M.P. Satija)

LCSH

Information organization

Subject

Information organization

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Abstract

LCSH are increasingly seen as 'the' English language controlled vocabulary, despite their lack of a theoretical foundation, and their evident US bias. In mapping exercises between national subject heading lists, and in exercises in digital resource organization and management, LCSH are often chosen because of the lack of any other widely accepted English language standard for subject cataloguing. It is therefore important that the basic nature of LCSH, their advantages, and their limitations, are well understood both by LIS practitioners and those in the wider information community. Information professionals who attended library school before 1995 - and many more recent library school graduates - are unlikely to have had a formal introduction to LCSH. Paraprofessionals who undertake cataloguing are similarly unlikely to have enjoyed an induction to the broad principles of LCSH. There is currently no compact guide to LCSH written from a UK viewpoint, and this eminently practical text fills that gap. It features topics including: background and history of LCSH; subject heading lists; structure and display in LCSH; form of entry; application of LCSH; document analysis; main headings; topical, geographical and free-floating sub-divisions; building compound headings; name headings; headings for literature, art, music, history and law; and, LCSH in the online environment. There is a strong emphasis throughout on worked examples and practical exercises in the application of the scheme, and a full glossary of terms is supplied. No prior knowledge or experience of subject cataloguing is assumed. This is an indispensable guide to LCSH for practitioners and students alike from a well-known and popular author.

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Abstract

Classification is a crucial skill for all information workers involved in organizing collections, but it is a difficult concept to grasp - and is even more difficult to put into practice. Essential Classification offers full guidance an how to go about classifying a document from scratch. This much-needed text leads the novice classifier step by step through the basics of subject cataloguing, with an emphasis an practical document analysis and classification. It deals with fundamental questions of the purpose of classification in different situations, and the needs and expectations of end users. The novice is introduced to the ways in which document content can be assessed, and how this can best be expressed for translation into the language of specific indexing and classification systems. The characteristics of the major general schemes of classification are discussed, together with their suitability for different classification needs.

Footnote

Rez. in: KO 32(2005) no.1, S.47-49 (M. Hudon): "Vanda Broughton's Essential Classification is the most recent addition to a very small set of classification textbooks published over the past few years. The book's 21 chapters are based very closely an the cataloguing and classification module at the School of Library, Archive, and Information studies at University College, London. The author's main objective is clear: this is "first and foremost a book about how to classify. The emphasis throughout is an the activity of classification rather than the theory, the practical problems of the organization of collections, and the needs of the users" (p. 1). This is not a theoretical work, but a basic course in classification and classification scheme application. For this reviewer, who also teaches "Classification 101," this is also a fascinating peek into how a colleague organizes content and structures her course. "Classification is everywhere" (p. 1): the first sentence of this book is also one of the first statements in my own course, and Professor Broughton's metaphors - the supermarket, canned peas, flowers, etc. - are those that are used by our colleagues around the world. The combination of tone, writing style and content display are reader-friendly; they are in fact what make this book remarkable and what distinguishes it from more "formal" textbooks, such as The Organization of Information, the superb text written and recently updated (2004) by Professor Arlene Taylor (2nd ed. Westport, Conn.: Libraries Unlimited, 2004). Reading Essential Classification, at times, feels like being in a classroom, facing a teacher who assures you that "you don't need to worry about this at this stage" (p. 104), and reassures you that, although you now speed a long time looking for things, "you will soon speed up when you get to know the scheme better" (p. 137). This teacher uses redundancy in a productive fashion, and she is not afraid to express her own opinions ("I think that if these concepts are helpful they may be used" (p. 245); "It's annoying that LCC doesn't provide clearer instructions, but if you keep your head and take them one step at a time [i.e. the tables] they're fairly straightforward" (p. 174)). Chapters 1 to 7 present the essential theoretical concepts relating to knowledge organization and to bibliographic classification. The author is adept at making and explaining distinctions: known-item retrieval versus subject retrieval, personal versus public/shared/official classification systems, scientific versus folk classification systems, object versus aspect classification systems, semantic versus syntactic relationships, and so on. Chapters 8 and 9 discuss the practice of classification, through content analysis and subject description. A short discussion of difficult subjects, namely the treatment of unique concepts (persons, places, etc.) as subjects seems a little advanced for a beginners' class.
In Chapter 10, "Controlled indexing languages," Professor Broughton states that a classification scheme is truly a language "since it permits communication and the exchange of information" (p. 89), a Statement with which this reviewer wholly agrees. Chapter 11, however, "Word-based approaches to retrieval," moves us to a different field altogether, offering only a narrow view of the whole world of controlled indexing languages such as thesauri, and presenting disconnected discussions of alphabetical filing, form and structure of subject headings, modern developments in alphabetical subject indexing, etc. Chapters 12 and 13 focus an the Library of Congress Subject Headings (LCSH), without even a passing reference to existing subject headings lists in other languages (French RAMEAU, German SWK, etc.). If it is not surprising to see a section on subject headings in a book on classification, the two subjects being taught together in most library schools, the location of this section in the middle of this particular book is more difficult to understand. Chapter 14 brings the reader back to classification, for a discussion of essentials of classification scheme application. The following five chapters present in turn each one of the three major and currently used bibliographic classification schemes, in order of increasing complexity and difficulty of application. The Library of Congress Classification (LCC), the easiest to use, is covered in chapters 15 and 16. The Dewey Decimal Classification (DDC) deserves only a one-chapter treatment (Chapter 17), while the functionalities of the Universal Decimal Classification (UDC), which Professor Broughton knows extremely well, are described in chapters 18 and 19. Chapter 20 is a general discussion of faceted classification, on par with the first seven chapters for its theoretical content. Chapter 21, an interesting last chapter on managing classification, addresses down-to-earth matters such as the cost of classification, the need for re-classification, advantages and disadvantages of using print versions or e-versions of classification schemes, choice of classification scheme, general versus special scheme. But although the questions are interesting, the chapter provides only a very general overview of what appropriate answers might be. To facilitate reading and learning, summaries are strategically located at various places in the text, and always before switching to a related subject. Professor Broughton's choice of examples is always interesting, and sometimes even entertaining (see for example "Inside out: A brief history of underwear" (p. 71)). With many examples, however, and particularly those that appear in the five chapters an classification scheme applications, the novice reader would have benefited from more detailed explanations. On page 221, for example, "The history and social influence of the potato" results in this analysis of concepts: Potato - Sociology, and in the UDC class number: 635.21:316. What happened to the "history" aspect? Some examples are not very convincing: in Animals RT Reproduction and Art RT Reproduction (p. 102), the associative relationship is not appropriate as it is used to distinguish homographs and would do nothing to help either the indexer or the user at the retrieval stage.