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BS 8723-3:2007 2008

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Structured vocabularies for information retrieval. Guide – Vocabularies other than thesauri

Published By Publication Date Number of Pages
BSI 2008 52
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PDF Pages PDF Title
3 Contents
Introduction 1
1 Scope 2
2 Normative references 2
3 Definitions 3
4 Classification schemes 6
4.1 Vocabulary control in classification schemes 6
4.2 Types of classification schemes 6
4.3 Captions 7
4.4 Selection and arrangement of classes 8
4.5 Hierarchies in classification schemes 10
4.6 Notation 11
4.7 Alphabetical indexes to classification schemes 13
4.8 Presentation 14
4.9 Management aspects of classification schemes 14
5 Business classification schemes for records management 15
5.2 General 15
5.3 Hierarchy and structure 15
5.4 Enabling access by subject 15
6 Taxonomies 16
6.1 General 16
6.2 Vocabulary control in taxonomies 17
6.3 Choice of category labels 18
6.4 Provision of lead-in terms 19
6.5 Precise specification of scope 20
6.6 Notation 21
6.7 Hierarchical structure 21
6.8 Presentation 24
6.9 Electronic functions of taxonomies in information retrieval 26
6.10 Management aspects of taxonomies 27
7 Subject heading schemes 27
7.1 General 27
7.2 Headings and subdivisions 27
7.3 New schemes 29
8 Ontologies 30
8.1 General 30
8.2 Vocabulary control in ontologies 31
8.3 Choice of concepts and terms 31
8.4 Relationships 32
8.5 Presentation of ontologies 32
9 Name authority lists 33
9.1 General 33
9.2 Vocabulary control in name authority lists 34
9.3 Content of a name authority list 34
9.4 Authority names – selection, form and supporting notes 34
9.5 Relationships within an authority list 35
9.6 Presentation 38
9.7 Management aspects of authority lists 39
Bibliography 41
Index (BS 8723-3) 43
4 List of figures
Figure 1 – Classification sequence with organism having priority over process 9
Figure 2 – Classification sequence with process having priority over organism 10
Figure 3 – From Figure 2, with a simple notation and modified chain index added 12
Figure 4 – Example of a classification (UDC) with a notation that uses numbers and symbols 12
Figure 5 – Example of monohierarchical taxonomy, allowing repetition of category labels with differing scopes 18
Figure 6 – Fragments of a polyhierarchical taxonomy 22
Figure 7 – Example of parametric searching 26
Figure 8 – Extract from an ontology of pesticides and their uses 31
Figure 9 – Extract from an authority list of geographical names 38
Figure 10 – Extract from organizations section of an authority list in the education sector 39
5 Foreword
7 Introduction
8 1 Scope
2 Normative references
9 3 Definitions
3.1 caption
3.2 category
3.3 category label
3.4 chain index
3.5 citation order
3.6 class
3.7 encoding scheme
10 3.8 identifier
3.9 lead-in term
3.10 metadata
3.11 name authority list
3.12 notation
11 3.13 notation system
3.14 ontology
3.15 subject heading
3.16 subject heading scheme
3.17 structured heading
3.18 synonym ring
3.19 taxonomy
12 4 Classification schemes
4.1 Vocabulary control in classification schemes
4.2 Types of classification schemes
4.2.1 Enumerative versus synthetic schemes
13 4.2.2 Faceted classification schemes
4.2.3 Implications for developers and users
4.3 Captions
14 4.4 Selection and arrangement of classes
4.4.1 Aims
4.4.2 The upper levels
4.4.3 Lower levels of specificity
15 4.4.4 Arrangement in faceted classification schemes
Figure 1 Classification sequence with organism having priority over process
16 Figure 2 Classification sequence with process having priority over organism
4.5 Hierarchies in classification schemes
17 4.6 Notation
4.6.1 Purposes
a) to provide a systematic sequence that enables location of concepts within the scheme and documents classified by the scheme;
b) to serve as an unambiguous label for the intended concept.
18 4.6.2 General description
Figure 3 From Figure 2, with a simple notation and modified chain index added
Figure 4 Example of a classification (UDC) with a notation that uses numbers and symbols
19 4.6.3 Hospitality
4.6.4 Expressiveness
4.6.5 Synthesis
4.7 Alphabetical indexes to classification schemes
20 4.8 Presentation
a) The structure and relationships should be made clear, by appropriate layout, node labels, indentation and typography.
b) The meaning and scope of each concept should be made clear, by notes and cross-references where necessary and by making it easy to see its context, e.g. by displaying previous steps of the hierarchy at the top of each page.
c) A full explanation of the principles on which the scheme is constructed should be provided, with guidance on its application and the use of any provisions for synthesis of compound classes.
d) A full index to the schedules should be provided, with guidance on the creation of index entries when the scheme is used to create a catalogue, including both enumerated and synthesized classes.
4.9 Management aspects of classification schemes
21 5 Business classification schemes for records management
5.1 General
5.2 Hierarchy and structure
5.3 Enabling access by subject
22 5.4 Naming of classes
6 Taxonomies
6.1 General
23 6.2 Vocabulary control in taxonomies
6.2.1 Overview
6.2.2 How to designate concepts uniquely
24 a) the relevant category label at the appropriate level of specificity only, for example, medical training;
b) a unique identifier.
Figure 5 Example of monohierarchical taxonomy, allowing repetition of category labels with differing scopes
1) the complete hierarchical string leading down to the class label at the right level of specificity, for example, Health/funding;
2) a unique identifier.
6.2.3 Taxonomies without vocabulary control
6.3 Choice of category labels
25 6.4 Provision of lead-in terms
6.4.1 Taxonomies intended for vocabulary control
26 6.4.2 Taxonomies not intended for vocabulary control
6.5 Precise specification of scope
27 6.6 Notation
a) to sort the categories into the correct sequence and determine the appropriate typographical style and indentation level; and/or
b) to provide a unique identifier for each category (see also 4.6).
6.7 Hierarchical structure
6.7.1 General
28 6.7.2 Monohierarchy versus polyhierarchy
Figure 6 Fragments of a polyhierarchical taxonomy
29 a) With a polyhierarchical structure it is important for users to recognize that the category with more than one parent has the …
b) In a polyhierarchical taxonomy, if a category such as medical training has subcategories, the complete array of subcategories…
c) Polyhierarchy has the advantage of providing more than one hierarchical route to a given topic, and hence supporting alternat…
d) Monohierarchy has the advantage of providing implicit disambiguation for multi-meaning terms such as operations, but it is no…
6.7.3 Cross-references between categories
30 6.8 Presentation
6.8.1 General
6.8.2 Navigational options
31 6.8.3 Search and display options
32 6.9 Electronic functions of taxonomies in information retrieval
Figure 7 Example of parametric searching
33 6.10 Management aspects of taxonomies
7 Subject heading schemes
7.1 General
7.2 Headings and subdivisions
35 7.3 New schemes
a) As strings starting with the most specific concept, followed by other concepts which show its context, similar to the index strings shown on the right-hand side of Figure 3. Some strings may be abbreviated to omit obvious hierarchical steps.
b) As strings in the reverse order, each starting with the more general concepts, followed by other more specific concepts. Omit…
36 c) In the order of b), but with repeated headings suppressed, on the assumption that each term will be viewed in the context of its preceding terms.
8 Ontologies
8.1 General
37 Figure 8 Extract from an ontology of pesticides and their uses
8.2 Vocabulary control in ontologies
8.3 Choice of concepts and terms
38 8.4 Relationships
8.5 Presentation of ontologies
39 9 Name authority lists
9.1 General
40 9.2 Vocabulary control in name authority lists
9.3 Content of a name authority list
9.3.1 General
9.3.2 Scope of a name authority list
9.3.3 Type of entity
9.4 Authority names – selection, form and supporting notes
9.4.1 Choice of name
41 9.4.2 Provision of notes
9.5 Relationships within an authority list
9.5.1 General
42 9.5.2 Equivalence relationships
43 9.5.3 Historical variations in names
9.5.4 Hierarchical relationships
44 9.5.5 Other relationships
9.6 Presentation
Figure 9 Extract from an authority list of geographical names
45 Figure 10 Extract from organizations section of an authority list in the education sector
9.7 Management aspects of authority lists
9.7.1 Additional data
46 9.7.2 Updating
47 Bibliography
[1] DUBLIN CORE METADATA INITIATIVE. Dublin core metadata element set, version 1.1. DCMI recommendation, 18 December 2006.
[2] WORLD WIDE WEB CONSORTIUM. Web content accessibility guidelines. W3C recommendation, 5 May 1999.
[3] US LIBRARY OF CONGRESS. Library of Congress subject headings. 29th edition. Washington: Library of Congress, 2006. ISSN 1048-9711.
[4] UNITED STATES NATIONAL LIBRARY OF MEDICINE. Medical subject headings. Bethesda, MD: United States National Library of Medicine, 1999-2007.
[5] WORLD WIDE WEB CONSORTIUM. OWL web ontology language guide. W3C recommendation, 10 February 2004.
[6] JOINT STEERING COMMITTEE FOR REVISION OF AACR. Anglo-American cataloguing rules. 2nd edition. London: Facet Publishing for Chartered Institute of Library and Information Professionals, 2005. ISBN 1-85604-571-4.
[7] IFLA WORKING GROUP ON GARE REVISION. Guidelines for authority records and references. 2nd edition. Munich: UBCIM Publications, 2001. ISBN 10: 3-598-11504-0.
48 [8] INTERNATIONAL COUNCIL ON ARCHIVES. ISAAR(CPF): International Standard Archival Authority record for corporate bodies, persons and families. 2nd edition. Canberra: International Council of Archives Committee on Descriptive Standards (ICA/CDS), 2004.
[9] NATIONAL COUNCIL ON ARCHIVES. Rules for the construction of personal, place and corporate names. National Council on Archives, 1997.
49 Index (BS 8723-3)
BS 8723-3:2007 2008
$198.66