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METADATA AND SUBJECT ANALYSIS Lois Mai Chan School of Library and Information Science University of

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Provide discussion forums and ... (3) systems with online thesaurus display ... Provide online authority control or display of controlled vocabulary terms ... – PowerPoint PPT presentation

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Title: METADATA AND SUBJECT ANALYSIS Lois Mai Chan School of Library and Information Science University of


1
METADATA AND SUBJECT ANALYSISLois Mai
ChanSchool of Library and Information
ScienceUniversity of Kentucky
2
Charge to the Subcommittee on Metadata and
Subject Analysis
  • "Identify and study the major issues surrounding
    the use of metadata in the subject analysis and
    classification of digital resources. Provide
    discussion forums and programs relevant to these
    issues."

3
Subject Analysis of Web Resources
  • To control or not to control the vocabulary?
  • Options
  • (1) Keywords (free-text) only
  • (2) Keywords and Controlled vocabulary
  • (3) Controlled vocabulary only

4
Keywords (free-text) only
  • (1) Lack of synonym control
  • (2) Lack of homograph control
  • (3) Lack of indication of term relationships

5
Controlled vocabulary
  • (1) Existing schemes
  • Are existing schemes suitable for use on the
    web?
  • (2) Adaptation/modification of existing systems
  • What needs to be modified, and how?
  • Who will be responsible?
  • (3) New scheme(s)
  • Who will develop and maintain it/them?

6
Controlled vocabulary
  • (4) A single controlled vocabulary - "one size
    fits all
  • Which one?
  • (5) General vs. specialized schemes
  • (6) Multiple vocabularies
  • How do we harmonize terms from different
    vocabularies?
  • (7) Metathesaurus
  • cf. Unified Medical Language System
    (UMLS)

7
Controlled Vocabulary - Structural Issues
  • 1. Semantics
  • Term specificity
  • Synonyms and homographs
  • Term relationships
  • 2. Syntax Full strings
  • Single-concept descriptors

8
Controlled Vocabulary - Application Issues
  • 1. Consistency
  • 2. Summarization vs. exhaustive indexing
  • 3. Placement of non-topical data
  • 4. Pre-coordination vs. post-coordination

9
Possible Strategies for Implementing Controlled
Vocabulary
  • Define the functional requirements of subject
    data in the metadata record
  • Consider the desirability and feasibility of
    creating a new controlled vocabulary
  • Examine and determine the suitability of existing
    controlled vocabularies (e.g., LCSH) for use in
    metadata records

10
Functional Requirements
  • Schemes for supplying subject data in the
    metadata record should
  • be simple and easy to apply and to comprehend
  • be intuitive so that sophisticated training in
    subject indexing and classification, while highly
    desirable, is not required in order to implement
    them

11
Functional Requirements
  • be scalable for implementation from the simplest
    to the most sophisticated
  • be logical so that it requires the least effort
    to understand and to implement

12
Functional Requirements
  • be appropriate to the specific discipline and
    subject, and to the domain of implementation such
    as libraries, museums, archives, information
    services, the scientific community, and personal
    knowledge management and,
  • be interoperable across disciplines and in
    various knowledge discovery and access
    environments, not the least among which is the
    OPAC

13
Role of LCSH
  • LCSH in the OPAC
  • Role of LCSH LCSH in the Web Environment
  • Advantages
  • Limitations

14
Requirements for Implementing LCSH Effectively
  • (1) trained catalogers
  • (2) systems with index browsing capability
  • (3) systems with online thesaurus display
  • Unfortunately, they are all in short supply in
    the web environment

15
LCSH in the Metadata Record
  • Issues to be considered
  • Semantics Terminology and term
    relationships
  • Syntax How words are put together to form
    subject terms

16
Possible Approaches
  • Separating syntax from semantics
  • Designing a series of flexible syntax
  • Pre-coordination vs. post-coordination

17
Syntax Issues -
  • Pre-coordination
  • Post-coordination

18
Accommodating Multiple Subject Vocabularies
  • Harmonization of subject terms from different
    controlled vocabularies
  • Feasibility of developing a general metathesaurus
    or expanding the medical metathesaurus to include
    indexing terms covering all subject areas

19
Possible Strategies for Implementing Controlled
Vocabulary - Design Issues
  • Provide online authority control or display of
    controlled vocabulary terms
  • Design interfaces that enable assigning subject
    terms by "clicking and dragging" from a subject
    term list and linking author-input terms to
    controlled vocabulary

20
Overriding Principles (cf. Dublin Core)
  • The Subcommittee endorses the overriding
    principles articulated in the Dublin Core
  • Simplicity
  • To allow the creation of metadata records by
    persons not necessarily trained in sophisticated
    methods of bibliographic control (cf. Dublin
    Core)
  • Semantic interoperability
  • Flexibility
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