Catalog Displays, Retrieval, and FAST May 31, 2005

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Catalog Displays,

Retrieval, and

FAST

May 31, 2005

1

Overview

Online Catalog Interfaces and

Subject Searching

FAST: Faceted Application of Subject

Terminology

2

Subject Searching in

OPACs: Problem Statement

Subject access can be provided via:

Controlled vocabulary

• But users must discover the authoritative terms themselves

• Interfaces that assist users are more effective than those that do not

Natural language

• User must consider word forms, synonyms and homographs in constructing searches

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Subject Searching in

OPACs: Solutions

Authority control of subject terms

Free text searching conventions

(truncation, Boolean logic, proximity searching)

Browsing

Search facilitation

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Authority control of subject terms

UF (4xx) or SA, NT, BT (5xx) references direct users to authoritative or related headings

Scope notes may also be displayed

Authority control works!

Wilkes & Nelson (1995): 75% of failed searches in catalog without authority control would have been successful with authority control

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Authority control of subject terms (cont.)

Should catalogs direct users to the correct form of headings?

Or

Should catalogs display the appropriate entries directly?

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Authority control of subject terms (cont.)

Problem: Users may not use the terms in the controlled vocabulary

1.

2.

Solutions:

Provide bibliographic instruction in subject searching

Make LCSH (or other thesaurus) available in paper or electronically

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Free Text Searching

Truncation

User must consider all possible completions to a partial word entry

Example 1: librari? will retrieve

librarians and librarianship, but miss library

Example 2: cat? will retrieve both cat and cats (desired result), but also

catapult and caterpillar

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Free Text Searching (cont.)

Boolean logic

Use of Boolean operators AND, OR, NOT

Users need to understand how to use operators

Users need to know what is in the database

Example: Castles AND movies might retrieve works on

Irene and Vern Castle (American dancers)

Research demonstrates that most users have difficulty constructing effective Boolean searches

Also, some catalogs do not explicitly inform users about default operators

Works best with instruction (online or training sessions)

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Free Text Searching (cont.)

Proximity searching

Can specify word order, words next to each other, words within a prescribed number of words of each other

Problems with free-text searching even with these techniques

Lack of context

Cannot account easily for foreign languages

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Browsing

Definition: Browsing is an exploration of a database with the idea that something interesting or useful might be encountered following connections.

(Olson and Boll)

Browsers can sometimes identify a specific purpose

Some area(s) of interest begin(s) the search

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Browsing

Or

Pre-automation: browse in the shelflist

 find one or two items of interest in the catalog, then continue the search at the shelf

Post-automation: browse an online shelflist

Surfing the web is a type of browsing activity!

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Search Facilitation

Sophisticated search capabilities (such as

Boolean searching) are not used

Help screens and screens with lists of commands are also not heavily used

Require the user to go to the help screens or interpret the information

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Search Facilitation (cont.)

Spell checkers

Allow users to browse the classification scheme if captions are included with class numbers

Tree structures based on subject headings

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FAST: Faceted Application of

Subject Terminology

LCSH is widely used and has been basis of numerous other thesauri around the world

Its application (constructing headings) requires significant training

FAST is an attempt to simplify the process of assigning subject headings, but still use LCSH ’ s rich vocabulary

FAST is compatible with LCSH – can convert from LCSH to FAST

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FAST Design

Be usable by people with minimal training and experience,

Enable a broad range of users to assign subject terminology to Web resources,

Be amenable to automated authority control,

Be compatible with use as embedded metadata,

Focus on making use of LCSH as a

post-coordinate system in an online environment.

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FAST Facets

Six facets:

Topical

Geographic

Form

Period

Personal names

Corporate names

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Examples

Each facet is assigned in its own

MARC field:

Blacksmithing $x Equipment and supplies

California $z Los Angeles $z Hollywood

$v Controversial literature $v Early works to 1800

1900-1999

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Conversion of existing headings

650 0 Authority files (Information retrieval) $z Italy $z Florence $v

Congresses.

Converts to:

Authority files (Information retrieval)

§ Italy $z Florence

Congresses

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Additional Simplification

Characteristics

Authority file permanently retains all authority records

Authority records are designated

“ obsolete ” rather than removed from the database

Supports the linked structure of the file

All FAST records will be linked back to the

LC authority record from which it was derived using 7xx linking fields.

Ongoing OCLC project: will hear more in the future

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