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Abstract

Faceted analytical theory is a widely accepted approach for constructing modern classification schemes and other controlled vocabularies. While the advantages of faceted approach are broadly accepted and understood the actual implementation is coupled with many challenges when it comes to data modelling, management and retrieval. UDC Seminar 2017 revisits faceted analytical theory as one of the most influential methodologies in the development of knowledge organization systems.

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Abstract

Division is obviously important to Knowledge Organization. Typically, an organizational infrastructure might acknowledge three types of connecting relationships: class hierarchies, where some classes are subclasses of others, partitive hierarchies, where some items are parts of others, and instantiation, where some items are members of some classes (see Z39.19 ANSI/NISO 2005 as an example). The first two of these involve division (the third, instantiation, does not involve division). Logical division would usually be a part of hierarchical classification systems, which, in turn, are central to shelving in libraries, to subject classification schemes, to controlled vocabularies, and to thesauri. Partitive hierarchies, and partitive division, are often essential to controlled vocabularies, thesauri, and subject tagging systems. Partitive hierarchies also relate to the bearers of information; for example, a journal would typically have its component articles as parts and, in turn, they might have sections as their parts, and, of course, components might be arrived at by partitive division (see Tillett 2009 as an illustration). Finally, verbal division, disambiguating homographs, is basic to controlled vocabularies. Thus Division is a broad and relevant topic. This article, though, is going to focus on Logical Division.

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Abstract

In the early years of the 20th century, Julius Otto Kaiser (1868-1927), a special librarian and indexer of technical literature, developed a method of knowledge organization (KO) known as systematic indexing. Certain elements of the method-its stipulation that all indexing terms be divided into fundamental categories "concretes", "countries", and "processes", which are then to be synthesized into indexing "statements" formulated according to strict rules of citation order-have long been recognized as precursors to key principles of the theory of faceted classification. However, other, less well-known elements of the method may prove no less interesting to practitioners of KO. In particular, two aspects of systematic indexing seem to prefigure current trends in KO: (1) a perspectivist outlook that rejects universal classifications in favor of information organization systems customized to reflect local needs and (2) the incorporation of index terms extracted from source documents into a polyhierarchical taxonomical structure. Kaiser's perspectivism anticipates postmodern theories of KO, while his principled use of polyhierarchy to organize terms derived from the language of source documents provides a potentially fruitful model that can inform current discussions about harvesting natural-language terms, such as tags, and incorporating them into a flexibly structured controlled vocabulary.