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Cataloging & Classification Quarterly |
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Volume 37, no. 3-4, 2004 |
The Thesaurus: Review, Renaissance and Revision
Sandra K. Roe, Alan R. Thomas
special theme issue guest editors
Introduction by Sandra K.
Roe and Alan R. Thomas
| Articles |
The Thesaurus: A Historical Viewpoint, with a Look
to the Future
by Jean Aitchison and Stella Dextre Clarke
Abstract: After a period of experiment and evolution in the 1950s and
1960s, a fairly standard format for thesauri was established with the
publication of the influential Thesaurus of Engineering and Scientific Terms
(TEST) in 1967. This and other early thesauri relied primarily on the
presentation of terms in alphabetical order. The value of a classified
presentation was subsequently realised, and in particular the technique of facet
analysis has profoundly influenced thesaurus evolution. Thesaurofacet and the
Art & Architecture Thesaurus have acted as models for two distinct breeds of
thesaurus using faceted displays of terms. As of the 1990s, the expansion of
end-user access to vast networked resources is imposing further requirements on
the style and structure of controlled vocabularies. The international standards
for thesauri, first conceived in a print-based era, are badly in need of
updating. Work is in hand in the UK and the USA to revise and develop standards
in support of electronic thesauri.
Teach Yourself Thesaurus: Exercises, Readings, Resources
by Alan R. Thomas
Abstract: A rationale for self-instruction in thesaurus making is
presented. Some definitions of a thesaurus are given and sources suitable to
begin self-tuition indicated. A sound grasp of grammar is emphasized and
appropriate readings and exercises recommended. Readings in classification,
facet analysis, and subject cataloging are described. An approach for
deconstruction and reconstruction of sections of classification systems and
thesauri is proposed and explained. Procedures for using exercises in thesaurus
construction are detailed. The means of examining individual thesauri is
suggested. The availability and use of free software are described. The creation
of opportunities for self-learning is considered.
Building a Thesaurus: A Practical Exercise
by James R Shearer
Abstract: A nine-stage procedure to build a thesaurus systematically is
presented. Each stage offers exercises to put the theory into practice, using
agriculture as the sample topic area. Model solutions are given and discussed.
Keywords: alphabetical thesaurus, building a thesaurus, practical exercises,
thesauro-classification, thesaurus construction
Thesaurus Construction: Key Issues and Selected Readings
by Marianne Lykke Nielsen
Abstract: The purpose of this selected bibliography is to introduce
issues and problems in relation to thesaurus construction and to present a set
of readings that may be used in practical thesaurus design. The concept of
thesaurus is discussed, the purpose of the thesaurus and how the concept has
evolved over the years according to new IR technologies. Different approaches to
thesaurus construction are introduced, and readings dealing with specific
problems and developments in the collection, formation and organisation of
thesaurus concepts and terms are presented. Primarily manual construction
methods are discussed, but the bibliography also refers to research about
techniques for automatic thesaurus construction. Keywords: thesaurus
construction, thesauri, bibliography, methodologies
Thesaurus Consultancy
by Leonard Will
Abstract: The role and functions of a consultant in thesaurus development
are reviewed, with guidance given on when and how a consultant can be selected.
The need for a contract is discussed, and the steps of a thesaurus project are
outlined. The cost of thesaurus development is seen to be subject to many
variables which makes it difficult to estimate accurately, but some guidelines
are given. Testing and feedback are important, and the use of a thesaurus
requires an ongoing commitment from the client organisation to maintain and
develop it to keep pace with change. Ways in which thesaurus development
software can be used are discussed, and attention is drawn to the need for
interaction between thesaurus developers and user interface designers to allow
the benefits of a thesaurus-based information retrieval system to be fully
realised.
Thesaurus Evaluation
by Leslie Ann Owens and Pauline Atherton Cochrane
Abstract: The process of thesaurus evaluation can enhance the value of a
thesaurus in terms of usability, scope, precision and recall. Structural,
formative, observational and comparative evaluation techniques are explained
along with specific examples of their use. These methods of evaluation can be
applied in the assessment of an existing thesaurus or the construction of a new
thesaurus. The history of thesauri since 1960, the development of national and
international standards, and sources of evaluative literature are also
discussed. Keywords: thesauri, thesaurus construction and use, evaluation,
international standards, usability
User Comprehension and Application of Information Retrieval Thesauri
by Jane Greenberg
Abstract: While information retrieval thesauri may improve search
results, there is little research documenting whether general information system
users employ these vocabulary tools. This article explores user comprehension
and searching with thesauri. Data was gathered as part of a larger empirical
query-expansion study involving the ProQuest Controlled Vocabulary. The results
suggest that users’ knowledge of thesauri is extremely limited. After receiving
a basic thesaurus introduction, however, users indicate a desire to employ these
tools. The most significant result was that users expressed a preference for
thesauri employment through interactive processing or a combination of automatic
and interactive processing, compared to exclusively automatic processing. This
article defines information retrieval thesauri, summarizes research results,
considers circumstances underlying users’ knowledge and searching with thesauri,
and highlights future research needs. Keywords: thesaurus, thesauri, information
retrieval, automatic processing, interactive processing
Distributed Thesaurus Web Services
by Eric H. Johnson
Abstract: The World Wide Web and the use of HTML-based information
displays has greatly increased access to online information sources, but at the
same time limits the ways in which they can be used. By the same token,
Web-based indexing and search engines give us access to the full text of online
documents, but make it difficult to access them in any kind of organized,
systematic way. For years before the advent of the Internet, lexicographers
built well-structured subject thesauri to organize large collections of
documents. These have since been converted into electronic form and even put
online, but in ways that are largely uncoordinated and not useful for searching.
This paper describes some of the ways in which XML-based Web services could be
used to coordinate subject thesauri and other online vocabulary sources to
create a “Thesauro-Web” that could be used by both searchers and indexers to
improve subject access on the Internet. Keywords: Internet, World Wide Web, Web
portals, Web services, XML, HTML, subject access, thesauri, digital libraries,
ADL Thesaurus Protocol, KWIC, UDDI, information retrieval applications
Tools of the Trade: Vocabulary Management Software
by Melissa A. Riesland
Abstract: Basic concepts relevant to controlled vocabularies and outlines
criteria for evaluating vocabulary management software are defined. A comparison
of four representative vocabulary management products is provided in an
accompanying table. Keywords: Thesaurus management software, vocabulary
maintenance, product reviews, controlled vocabularies, taxonomies, subject
headings, classification, indexing, thesauri, information retrieval
Multilingual Subject Access: The Linking Approach of MACS
by Patrice Landry
Abstract: The MACS (Multilingual access to subjects) project is one of
the many projects that are currently exploring solutions to multilingual subject
access to online catalogs. Its strategy is to develop a Web based link and
search interface through which equivalents between three Subject Heading
Languages: SWD/RSWK (Schlagwortnormdatei/Regeln für den Schlagwortkatalog) for
German, RAMEAU (Répertoire d'Autorité-Matière Encyclopédique et Alphabétique
Unifié) for French and LCSH (Library of Congress Subject Headings) for English
can be created and maintained, and by which users can access online databases in
the language of their choice. Factors that have lead to this approach will be
examined and the MACS linking strategy will be explained. The trend to using
mapping or linking strategies between different controlled vocabularies to
create multilingual access challenges the traditional view of the multilingual
thesaurus. Keywords: MACS (Multilingual access to subjects), multilingual
subject access, subject heading languages (SHLs), equivalent headings, Library
of Congress Subject Headings (LCSH), Répertoire d'Autorité-Matière
Encyclopédique et Alphabétique Unifié (RAMEAU), Schlagwortnormdatei (SWD) /
Regeln für den Schlagwortkatalog (RSWK)
An Interview with Dr. Amy J. Warner
by Alan R. Thomas and Sandra K. Roe
Abstract: Amy Warner, Project Leader for NISO’s Thesaurus Development
Team, discusses her involvement in the revision of Z39.19 Guidelines for the
Construction, Format, and Management of Monolingual Thesauri. Keywords: Z39.19
Guidelines for the Construction, Format, and Management of Monolingual Thesauri,
thesaurus standards, controlled vocabulary standards, National Information
Standards Organization, NISO
