1. Some basic concepts Week 1 Lecture notes INF 384C: Organizing Information Spring 2016 Karen Wickett UT School of Information

2. Svenonius ‘The essential and defining objective of a system for organizing information, then, is to bring essentially like information together and to differentiate what is not exactly alike.’ – Sometimes referred to as “collocation”.

3. Information Organization (Svenonius) “Organizing information would seem to be no different from organizing anything else.... But there are important differences. One that is particularly important, because it is at the root of many of the complexities unique to organizing information, is that two distinct entities need to be organized in tandem and with respect to each other: works and the documents that embody them. – from The Intellectual Foundation of Information Organization by E. Svenonius

4. Cutter's objectives (1876) According to Cutter, the objectives of a bibliographic system were: 1.to enable a person to find a book of which either the author, title, or subject is known 2.to show what the library has by a given author, on a given subject or in a given kind of literature 3.to assist in the choice of a book – as to its edition or its character

5. IFLA's obectives (1997) 1.to find entities that correspond to the user's stated search criteria 2.to identify an entity 3.to select an entity that is appopriate to the user's needs 4.to acquire or obtain access to the entity described

6. What is information organization? The creation of a system – that lets people do things find, manage, select, locate, obtain – with things that carry information an intellectual or creative work a text in a specific language a file with a specific format a physical item

7. What kind of system? A system that represents the things that carry information In a way that lets us meet our objectives for accessing information

8. (e.g.) Bibliographic systems The library solution to information organization is the catalog Catalogs have increased in complexity over time in response to changes in – technology for making catalogs book lists to card catalogs to machine readable cards to databases to … – technology for making and accessing information resources printed books to microforms to electronic resources – expectations for the genres a library will hold reference and classics to fiction … to comic books, video games, movies sheet music to recordings

9. Bibliographic Records A bibliographic record represents an information resource in a library catalog – sometimes referred to as a surrogate Each record consists of a number of fields that are used to describe a resource – this kind of record is a container for information about a resource

10. Standards

11. Types of Data Standards: structure Data structure standards – metadata element sets, schemas. “categories” or “containers” of data that make up a record or other information object. Examples – The set of MARC (Machine-Readable Cataloging format) fields – Encoded Archival Description (EAD), – Dublin Core Metadata Element Set (DCMES), – Categories for the Description of Works of Art (CDWA)

12. MARC 21 record format A standardized record format for bibliographic data – a list of fields and subfields – including header fields that describe the record – http://www.loc.gov/marc/bibliographic/ecbdhome.html http://www.loc.gov/marc/bibliographic/ecbdhome.html a container for data a data encoding syntax example MARC Record in UT catalog

13. Types of data standards: value Data value standards – controlled vocabularies, thesauri, controlled lists. the terms, names, and other values that are used to populate data structure standards or metadata element sets. Examples – Library of Congress Subject Headings (LCSH) – Library of Congress Name Authority File (LCNAF) – Medical Subject Headings (MeSH), – Art & Architecture Thesaurus (AAT), – Getty Thesaurus of Geographic Names (TGN)

14. Vocabulary control “A controlled vocabulary is an organized arrangement of words and phrases used to index content and/or to retrieve content through browsing or searching. It typically includes preferred and variant terms and has a defined scope or describes a specific domain.” – http://www.getty.edu/research/publications/electronic_publications/intro_controlled_vocab/what.pdf http://www.getty.edu/research/publications/electronic_publications/intro_controlled_vocab/what.pdf Values for certain fields in a bibliographic record will come from a controlled vocabulary – Subject headings – Authors

15. Controlled vocabularies, generally “an artificial language that maps users’ vocabulary to a standardized vocabulary and to bring like information together” in service of: “The essential and defining objective of a system for organizing information is to bring essentially like information together and to differentiate what is not alike.” -- Svenonius

16. Knowledge Organization Systems A knowledge organization system is used to organize information-bearing objects according to their content. If we want to collocate according to the knowledge contained within documents, we need some notion of the relationships between areas of knowledge

17. Hierarchical organization in a KOS

18. Hierarchical organization

20. KOS are Linguistic Made up of terms Rule of literary warrant – terms should be selected and used as they appear in relevant literature – (what does the above imply about literatures?) Effective design requires knowledge of entry vocabulary

21. The Organizational Mandate Svenonius points to the influence of logical positivism in the development of bibliographic organization in the 19 th century.

22. Types of data standards: content Data content standards – cataloging rules and codes. guidelines for the format and syntax of the data values that are used to populate metadata elements. examples – Anglo-American Cataloguing Rules (AACR), Resource Description and Access (RDA), – International Standard Bibliographic Description (ISBD) – Cataloging Cultural Objects (CCO) – Describing Archives: A Content Standard (DACS)

23. Cataloging Rules MARC is a record format, a container for bibliographic data (roughly, data syntax) But it doesn’t say how to get the values that go into the fields of a record (data semantics) This comes from a content standard for bibliographic data – i.e. a set of cataloging rules – Resource Description and Access (RDA) is the current standard, and was informed by the FRBR model – Much current catalog data was created with AACR2

24. Types of data standards: format/technical interchange Data format/technical interchange standards (metadata standards expressed in machine-readable form). often a manifestation of a particular data structure standard encoded or marked up for machine processing. examples – MARC21, MARCXML – EAD XML DTD – CDWA Lite XML schema, – Simple Dublin Core XML schema – VRA Core 4.0 XML schema

25. Principles of Description Cataloging content standards (like AACR2 and RDA) are based on directives that guide the construction of the representations that make up a bibliographic system. These principles are based on the perceived objectives for bibliographic systems.

26. Principles of description (Svenonius) Principle of user convenience – Design decisions should be made with the user in mind. – Includes the Principle of common usage vocabulary used in descriptions should accord with that of a majority of users Principle of representation – Descriptions should be based on the way an information entity describes itself – Includes Principle of accuracy Descriptions should faithfully portray the entity described.

27. Principles of description (con’t) Principle of sufficiency and necessity – Descriptions should be sufficient to achieve stated objectives and not include elements not required for those purposes. – Includes Principle of significance Descriptions should include only those elements that are bibliographically significant. Principle of standardization – Descriptions should be standardized, to the extent and level possible Principle of integration – Descriptions for all types of materials should be based on a common set of rules, to the extent possible