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Abstract

Facet analysis is proposed as a general theory of knowledge organization, with an associated methodology that may be applied to the development of terminology tools in a variety of contexts and formats. Faceted classifications originated as a means of representing complexity in semantic content that facilitates logical organization and effective retrieval in a physical environment. This is achieved through meticulous analysis of concepts, their structural and functional status (based on fundamental categories), and their inter-relationships. These features provide an excellent basis for the general conceptual modelling of domains, and for the generation of KOS other than systematic classifications. This is demonstrated by the adoption of a faceted approach to many web search and visualization tools, and by the emergence of a facet based methodology for the construction of thesauri. Current work on the Bliss Bibliographic Classification (Second Edition) is investigating the ways in which the full complexity of faceted structures may be represented through encoded data, capable of generating intellectually and mechanically compatible forms of indexing tools from a single source. It is suggested that a number of research questions relating to the Semantic Web could be tackled through the medium of facet analysis.

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Content

The paper describes current work on the generation of a thesaurus format from the schedules of the Bliss Bibliographic Classification 2nd edition (BC2). The practical problems that occur in moving from a concept based approach to a terminological approach cluster around issues of vocabulary control that are not fully addressed in a systematic structure. These difficulties can be exacerbated within domains in the humanities because large numbers of culture specific terms may need to be accommodated in any thesaurus. The ways in which these problems can be resolved within the context of a semi-automated approach to the thesaurus generation have consequences for the management of classification data in the source vocabulary. The way in which the vocabulary is marked up for the purpose of machine manipulation is described, and some of the implications for editorial policy are discussed and examples given. The value of the classification notation as a language independent representation and mapping tool should not be sacrificed in such an exercise.

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Abstract

Purpose - The aim of this article is to estimate the impact of faceted classification and the faceted analytical method on the development of various information retrieval tools over the latter part of the twentieth and early twenty-first centuries. Design/methodology/approach - The article presents an examination of various subject access tools intended for retrieval of both print and digital materials to determine whether they exhibit features of faceted systems. Some attention is paid to use of the faceted approach as a means of structuring information on commercial web sites. The secondary and research literature is also surveyed for commentary on and evaluation of facet analysis as a basis for the building of vocabulary and conceptual tools. Findings - The study finds that faceted systems are now very common, with a major increase in their use over the last 15 years. Most LIS subject indexing tools (classifications, subject heading lists and thesauri) now demonstrate features of facet analysis to a greater or lesser degree. A faceted approach is frequently taken to the presentation of product information on commercial web sites, and there is an independent strand of theory and documentation related to this application. There is some significant research on semi-automatic indexing and retrieval (query expansion and query formulation) using facet analytical techniques. Originality/value - This article provides an overview of an important conceptual approach to information retrieval, and compares different understandings and applications of this methodology.

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Abstract

Facet analysis is an established methodology for building classifications and subject indexing systems, but has been less rigorously applied to thesauri. The process of creating a compatible thesaurus from the schedules of the Bliss Bibliographic Classification 2nd edition highlights the ways in which the conceptual relationships in a subject field are handled in the two types of retrieval languages. An underlying uniformity of theory is established, and the way in which software can manage the relationships is discussed. The manner of displaying verbal expressions of concepts (vocabulary control) is also considered, but is found to be less well controlled in the classification than in the thesaurus. Nevertheless, there is good reason to think that facet analysis provides a sound basis for structuring a variety of knowledge organization tools.