Versioning Concept Schemes for Persistent Retrieval

Things change. Words change, meaning changes and use changes both words and meaning. In information access systems this means concept schemes such as thesauri or clas- sification schemes change. They always have. Concept schemes that have survived have evolved over time, moving from one version, often called an edition, to the next. If we want to manage how words and meanings - and as a conse- quence use - change in an effective manner, and if we want to be able to search across versions of concept schemes, we have to track these changes. This paper explores how we might expand SKOS, a World Wide Web Consortium (W3C) draft recommendation in order to do that kind of tracking.The Simple Knowledge Organization System (SKOS) Core Guide is sponsored by the Semantic Web Best Practices and Deployment Working Group. The second draft, edited by Alistair Miles and Dan Brickley, was issued in November 2005. SKOS is a “model for expressing the basic structure and content of concept schemes such as thesauri, classification schemes, subject heading lists, taxonomies, folksonomies, other types of controlled vocabulary and also concept schemes embedded in glossaries and terminologies” in RDF. How SKOS handles version in concept schemes is an open issue. The current draft guide suggests using OWL and DCTERMS as mechanisms for concept scheme revision.As it stands an editor of a concept scheme can make notes or declare in OWL that more than one version exists. This paper adds to the SKOS Core by introducing a tracking sys- tem for changes in concept schemes. We call this tracking system vocabulary ontogeny. Ontogeny is a biological term for the development of an organism during its lifetime. Here we use the ontogeny metaphor to describe how vocabularies change over their lifetime. Our purpose here is to create a conceptual mechanism that will track these changes and in so doing enhance information retrieval and prevent document loss through versioning, thereby enabling persistent retrieval.

The Strange Case of Eugenics: A Subject’s Ontogeny in a Long-Lived Classification Scheme and the Question of Collocative Integrity

Classification schemes are built at a particular point in time; at inception, they reflect a worldview indicative of that time. This is their strength, but results in potential weak- nesses as worldviews change. For example, if a scheme of mathematics is not updated even though the state of the art has changed, then it is not a very useful scheme to users for the purposes of information retrieval. However, change in schemes is a good thing. Changing allows designers of schemes to update their model and serves as a responsible mediator between resources and users. But change does come at a cost. In the print world, we revise universal clas- sification schemes—sometimes in drastic ways—and this means that over time, the power of a classification scheme to collocate is compromised if we do not account for scheme change in the organization of affected physical resources. If we understand this phenomenon in the print world, we can design ameliorations for the digital world.

Layered Information Modeling and a Knowledge Organization Paradigm: Inherent Classification and the Design of Interoperable Systems

In knowledge technology work, as expressed by the scope of this conference, there are a number of communities, each uncovering new methods, theories, and practices. The Library and Information Science (LIS) community is one such community. This community, through tradition and innovation, theories and practice, organizes knowledge and develops knowledge technologies formed by iterative research hewn to the values of equal access and discovery for all. The Information Modeling community is another contributor to knowledge technologies. It concerns itself with the construction of symbolic models that capture the meaning of information and organize it in ways that are computer-based, but human understandable. A recent paper that examines certain assumptions in information modeling builds a bridge between these two communities, offering a forum for a discussion on common aims from a common perspective. In a June 2000 article, Parsons and Wand separate classes from instances in information modeling in order to free instances from what they call the “tyranny” of classes. They attribute a number of problems in information modeling to inherent classification – or the disregard for the fact that instances can be conceptualized independent of any class assignment. By faceting instances from classes, Parsons and Wand strike a sonorous chord with classification theory as understood in LIS. In the practice community and in the publications of LIS, faceted classification has shifted the paradigm of knowledge organization theory in the twentieth century. Here, with the proposal of inherent classification and the resulting layered information modeling, a clear line joins both the LIS classification theory community and the information modeling community. Both communities have their eyes turned toward networked resource discovery, and with this conceptual conjunction a new paradigmatic conversation can take place. Parsons and Wand propose that the layered information model can facilitate schema integration, schema evolution, and interoperability. These three spheres in information modeling have their own connotation, but are not distant from the aims of classification research in LIS. In this new conceptual conjunction, established by Parsons and Ward, information modeling through the layered information model, can expand the horizons of classification theory beyond LIS, promoting a cross-fertilization of ideas on the interoperability of subject access tools like classification schemes, thesauri, taxonomies, and ontologies. This paper examines the common ground between the layered information model and faceted classification, establishing a vocabulary and outlining some common principles. It then turns to the issue of schema and the horizons of conventional classification and the differences between Information Modeling and Library and Information Science. Finally, a framework is proposed that deploys an interpretation of the layered information modeling approach in a knowledge technologies context. In order to design subject access systems that will integrate, evolve and interoperate in a networked environment, knowledge organization specialists must consider a semantic class independence like Parsons and Wand propose for information modeling.

Ranganathan’s Layers of Classification Theory and the FASDA Model of Classification

Describes four waves of Ranganathan’s dynamic theory of classification. Outlines components that distinguish each wave, and porposes ways in which this understanding can inform systems design in the contemporary environment, particularly with regard to interoperability and scheme versioning. Ends with an appeal to better understanding the relationship between structure and semantics in faceted classification schemes and similar indexing languages.

Subject Ontogeny: Subject Access through Time and the Dimensionality of Classification

Classification schemes undergo revision. However, in a networked environment revisions can be used to add dimensionality to classification. This dimensionality can be used to help explain conceptual warrant, explain the shift from disciplinary to multidisciplinary knowledge production, and as a component method of domain analysis. Further, subject ontogeny might be used in cooperative networked projects like digital preservation, online access tools, and interoperability frameworks.

Collocative Integrity and Our Many Varied Subjects: What the Metric of Alignment between Classification Scheme and Indexer Tells Us About Langridge’s Theory of Indexing

As the universe of knowledge and subjects change over time, indexing languages like classification schemes, accommodate that change by restructuring. Restructuring indexing languages affects indexer and cataloguer work. Subjects may split or lump together. They may disappear only to reappear later. And new subjects may emerge that were assumed to be already present, but not clearly articulated (Miksa, 1998). In this context we have the complex relationship between the indexing language, the text being described, and the already described collection (Tennis, 2007). It is possible to imagine indexers placing a document into an outdated class, because it is the one they have already used for their collection. However, doing this erases the semantics in the present indexing language. Given this range of choice in the context of indexing language change, the question arises, what does this look like in practice? How often does this occur? Further, what does this phenomenon tell us about subjects in indexing languages? Does the practice we observe in the reaction to indexing language change provide us evidence of conceptual models of subjects and subject creation? If it is incomplete, but gets us close, what evidence do we still require?

Foundational, First-Order, and Second-Order Classification Theory

Both basic and applied research on the construction, implementation, maintenance, and evaluation of classification schemes is called classification theory. If we employ Ritzer’s metatheoretical method of analysis on the over one-hundred year-old body of literature, we can see categories of theory emerge. This paper looks at one particular part of knowledge organization work, namely classification theory, and asks 1) what are the contours of this intellectual space, and, 2) what have we produced in the theoretical reflection on con- structing, implementing, and evaluating classification schemes? The preliminary findings from this work are that classification theory can be separated into three kinds: foundational classification theory, first-order classification theory, and second-order classification theory, each with its own concerns and objects of study.

Measured Time: Imposing a Temporal Metric toClassificatory Structures

Describes three units of time helpful for understanding and evaluating classificatory structures: long time (versions and states of classification schemes), short time (the act of indexing as repeated ritual or form), and micro-time (where stages of the interpretation process of indexing are separated out and inventoried). Concludes with a short discussion of how time and the impermanence of classification also conjures up an artistic conceptualization of indexing, and briefly uses that to question the seemingly dominant understanding of classification practice as outcome of scientific management and assembly line thought.

Constructs in Knowledge Organization Systems: Rhythm in Time, Intention, and Form

In the context of the International Society for Knowledge Organization, we often consider knowledge organization systems to comprise catalogues, thesauri, and bibliothecal classification schemes – schemes for library arrangement. In recent years we have added ontologies and folksonomies to our sphere of study. In all of these cases it seems we are concerned with improving access to information. We want a good system.And much of the literature from the late 19th into the late 20th century took that as their goal – to analyze the world of knowledge and the structures of representing it as its objects of study; again, with the ethos for creating a good system. In most cases this meant we had to be correct in our assertions about the universe of knowledge and the relationships that obtain between its constituent parts. As a result much of the literature of knowledge organization is prescriptive – instructing designers and professionals how to build or use the schemes correctly – that is to maximize redundant success in accessing information.In 2005, there was a turn in some of the knowledge organization literature. It has been called the descriptive turn. This is in relation to the otherwise prescriptive efforts of researchers in KO. And it is the descriptive turn that makes me think of context, languages, and cultures in knowledge organization–the theme of this year’s conference.Work in the descriptive turn questions the basic assumptions about what we want to do when we create, implement, maintain, and evaluate knowledge organization systems. Following on these assumptions researchers have examined a wider range of systems and question the motivations behind system design. Online websites that allow users to curate their own collections are one such addition, for example Pinterest (cf., Feinberg, 2011). However, researchers have also looked back at other lineages of organizing to compare forms and functions. For example, encyclopedias, catalogues raisonnés, archival description, and winter counts designed and used by Native Americans.In this case of online curated collections, Melanie Feinberg has started to examine the craft of curation, as she calls it. In this line of research purpose, voice, and rhetorical stance surface as design considerations. For example, in the case of the Pinterest, users are able and encouraged to create boards. The process of putting together these boards is an act of curation in contemporary terminology. It is describing this craft that comes from the descriptive turn in KO.In the second case, when researchers in the descriptive turn look back at older and varied examples of knowledge organization systems, we are looking for a full inventory of intent and inspiration for future design. Encyclopedias, catalogues raisonnés, archival description, and works of knowledge organization in other cultures provide a rich world for the descriptive turn. And researchers have availed themselves of this.

Function, Purpose, Predication, and Context of Information Organization Frameworks

This paper outlines the purposes, predications, functions, and contexts of information organization frameworks; including: bibliographic control, information retrieval, resource discovery, resource description, open access scholarly indexing, personal information management protocols, and social tagging in order to compare and contrast those purposes, predications, functions, and contexts. Information organization frameworks, for the purpose of this paper, consist of information organization systems (classification schemes, taxonomies, ontologies, bibliographic descriptions, etc.), methods of conceiving of and creating the systems, and the work processes involved in maintaining these systems. The paper first outlines the theoretical literature of these information organization frameworks. In conclusion, this paper establishes the first part of an evaluation rubric for a function, predication, purpose, and context analysis.