Introduction to Controlled Vocabularies

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Introduction to Controlled Vocabularies. Presented by Fred Leise ContextualAnalysis, LLC The Round Table Conference Society of Indexers Sunday, July 13, 2008. About Fred Leise. Co-Founder and Chief Operating Officer, Intuitect (software for website creators) ContextualAnalysis, LLC - PowerPoint PPT Presentation

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  • Taxonomy Example (Alpha List)401(k) plan BT benefitsbase salary BT compensation UF salarybenefits BT total compensation NT 401(k) plan; health benefitscompensation BT total compensation NT base salary; deferred payments; variable pay deferred compensation USE deferred paymentsdeferred payments BT compensation UF deferred compensation dental plan BT health benefitsdisability insurance BT health benefitshealth benefits BT benefits NT dental plan; disability insurancesalary USE base salarytotal compensation NT benefits; compensationvariable pay BT compensation

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    Types of CVsThesaurus (pl. thesauri)All the features of taxonomies, plus the associative relationship of related terms (RT)

  • Thesaurus: AlphabeticalBuilding Permits BT PermitsBusiness Licenses BT LicensesBusiness Taxes BT TaxesFees BT Licenses, Permits & Taxes; RT TaxesLicenses BT Licenses, Permits & Taxes; NT Business Licenses; RT PermitsOperating Permits BT PermitsPermits BT Licenses, Permits & Taxes; NT Building Permits, Operating Permits; RT LicensesTaxes BT Licenses, Permits & Taxes; NT Business Taxes RT Fees

  • Thesaurus: Indented

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    Types of CVsSummarySynonym Ring + preferred terms= Authority File + broader/narrower terms= Taxonomy + related terms= Thesaurus

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    CV Construction StandardsInternational standardsISO 2788:1986 Guidelines for the Establishment and Development of Monolingual Thesauri (BS 5723: 1987)ISO 5964:1985 Guidelines for the Establishment and Development of Multilingual Thesauri (BS 6723: 1985)www.iso.org; www.bsi-global.com/en

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    CV Construction StandardsNational standardsBS 8723-3:2007 Structured vocabularies for information retrieval. Guide. Vocabularies other than thesauriBS 8723-2:2005 Structured vocabularies for information retrieval. Guide. Thesauriwww.bsi-global.com/en

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    PolyhierarchiesTerms live in multiple categories, have multiple parent/child relationshipsSultanatesCountriesAudhaliAlbaniaBruneiBruneiOmanChina

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    Using Controlled Vocabularies

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    Navigation TaxonomyOrganizes content using CV terms as category labelsRepresents vocabulary hierarchy by browsing levels

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    Level 1Level 2Level 3

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    Search EnhancementOffers options for expanding or reducing scope of search using broader or narrower termsDifferentiates between multiple meanings of terms

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    CV Use: Search Results

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    Search EnhancementSynonym RingDuring search, when one of the words in a synonym ring is searched for, the search engine returns items containing any of the words in the ring.biscuit = cookies

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    Facets

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    FacetsFirst introduced by S. J. Ranganathan in the early 1930s., PersonalityWhat is it? ; MatterWhat is it made of?: EnergyWhat action is it performing?. SpaceWhere is it? TimeWhen is it?

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    Facets"research in the cure of tuberculosis of lungs by x-ray conducted in India in 1950"L,45;421:6;253:f.44'N5Components of this call numberMedicine,Lungs;Tuberculosis:Treatment;X-ray:Research.India'1950P,P;M:E;M:E.ST

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    FacetsFundamental categories by which an object or concept may be describedExample: facets describing a ball:size, weight, shape, color, texture, materialWhat are some other possible facets describing this ball?

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    FacetsUsed for Browsing HierarchiesFacets allow users to follow the path best matching the way they think.Allows multiple paths to same information.Example: epicurious.com > recipes > browse

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    pcworld.co.uk Laptop Search

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    alibris.co.uk Advanced Search

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    FacetsReferenceLouise Spiteri, A Simplified Model for Facet Analysis, in Canadian Journal of Information and Library Science v23, 1-30 (April-July 1998). Available at: http://iainstitute.org/pg/a_simplified_model_for_facet_analysis.php

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    CV Maintenance

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    CV MaintenancePossible Taxonomy ChangesAdd/delete facetModify facet labelReorganize hierarchyAdd/delete taxonomy termRevise taxonomy termAdd/delete related term relationships

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    CV MaintenanceChange Control Process Submit the changes for approvalDecide on changes to be madeSME validation?Approve the changesEdit the vocabulary file to make the changes

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    CV MaintenanceProcess for Submitting New TermsWho submits proposed terms?How are proposed terms submitted?Who receives/processes term submissions?Are provisional terms as part of tagging process allowed?

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    Speed of ChangeFacetsHierarchyTermsSlowest

    Fastest

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    Impact of ChangeFacetsHierarchyTermsMost

    Least

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    CV ReviewEstablish regular reviews of all existing taxonomiesFrequencyResponsibility

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    CV OwnershipDepartment/business unit responsible for taxonomy maintenanceTeams/individuals responsible for maintenance

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    ResourcesFast, Karl, Mike Steckel and Fred Leise: series of articles on CVs and facets for BoxesandArrows.comControlled Vocabularies: A Glosso-Thesaurus available at: http://www.boxesandarrows.com/ archives/controlled_vocabularies_a_ glossothesaurus.php

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    Contact InformationFred Leise6530 N. Greenview Ave.Chicago, IL 60626773.791.2849 www.ContextualAnalysis.comwww.Intuitect.comfredleise@contextualanalysis.com