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ProQuest Taxonomy Boot Camp Presentation 2008
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Transcript of ProQuest Taxonomy Boot Camp Presentation 2008
Paula R. McCoyManager, Taxonomy Development
Finding a Common Language: Bringing Complex and Disparate
Vocabularies Together
Part of Cambridge Information Group & CSA
Headquartered in Ann Arbor, Michigan
Editorial offices in Louisville, Kentucky
Access to over 125 billion digital pages of content from magazine, trade, & scholarly publications, current &
historical newspapers, original materials such as annual reports & civil war pamphlets, and daily wire feeds
Subscription-based ProQuest® online information service available in academic and public libraries
Louisville editors abstract & index 4,000+ periodicals & newspapers
ProQuest Controlled Vocabulary used to index subjects; Authority Files used to index company, geographic, personal, product names
CV applied to non-periodical & third-party content via mapping, to allow cross-searching of multiple DBs with one vocabulary
Description of ProQuest Controlled Vocabulary & Authority Files
Taxonomy Management -- Overview
Life Before Synaptica
Thesaurus Management System Purchase
Implementing Synaptica
Life With Synaptica
Topics of Discussion
Q&A
Created in 1970s for ABI/INFORM business database
Based on Library of Congress Subject Headings
Natural language, hierarchical vocabulary complying with ANSI/NISO Standard Z39.19 (Guidelines for the Construction, Format, and Management of Monolingual Controlled Vocabularies)
ProQuest Controlled Vocabulary
PQ CV
ProQuest Controlled Vocabulary
Thesaurus subjects:Business, economics & trade – 4300 termsScience, math & technology – 1600 termsMedicine – 1150 termsHumanities – 960 termsGovernment & policy – 850 termsEducation – 400 terms
Merged with general reference vocabulary in 1980s
Major development effort in past 4 years to boost science, education & medical terms
PQ CV
ProQuest CV: Statistics
Preferred terms: 11,046
Non-preferred terms: 5631
Scope Notes: 3194 (29%)
Cross-references (Broader, Narrower, Related terms): 67,700
Terms added in 2007: 77
Terms added in 2008: 58+
PQ CV
Authority Files: Statistics
Corporate/Organization Names: 438,098 Names added in 2008: 5489
Personal Names: 416,239 Names added in 2008: 1526
Geographic (Location) Names: 34,331 Names added in 2008: 144
Product Names: 38,210 Names added in 2008: 54
PQ CV
The Taxonomy Manager’s Job
Add subject terms as dictated by new concepts & new content to index
Maintain hierarchies & Scope Notes
Load updated Thesaurus to ProQuest interface
Manage authority files to maintain standards & control file size
Taxonomy Management
The Taxonomy Manager’s Job
Taxonomy Management
To ensure that indexers and searchers alike have access to a complete and accurate Thesaurus that they can use to maximize the discoverability of documents in ProQuest
OBJECTIVE:
Thesaurus on ProQuest®
Taxonomy Management
Sample Subject Term
Taxonomy Management
Chronic obstructive pulmonary disease SN: Any lung disease, such as chronic bronchitis or emphysema, causing obstruction of bronchial airflow UF COPD BT Disease BT Respiratory diseases NT Asthma NT Bronchitis NT Emphysema RT Airway management RT Lungs
Preferred, or main termScope note defining term
and how it is used
Non-preferred term: points to term used to index
Terms broader in nature to main term: COPD is a
disease, and specifically, a respiratory disease
Terms narrower in nature to main term: these are
chronic lung diseases
Terms related to main term that might be used to
narrow the search
Before Synaptica
Managing terms meant:
Multiple files Duplicate entries Errors
= less than ideal thesaurus management
MS Word Document
Before Synaptica
Vocabulary Documents in Word
ProQuest controlled vocabulary
French-language controlled vocabulary
German-language controlled vocabulary
Spanish-language controlled vocabulary
Combined PQ-CBCA controlled vocabulary
Ethnic database vocabulary, English
Ethnic database vocabulary, Spanish
Before Synaptica
Foreign-Language Vocabularies
French German Spanish
Before Synaptica
Oracle Database Forms
Before Synaptica
Authority Files in Oracle
Class codes (related to subjects)
CORP names (391,665+ terms)
GEOG names (32,000+ terms)
PERS names (350,000+ terms)
PROD names (38,000+ terms)
NAIC codes (related to companies)
Before Synaptica
Adding New Terms
1. Enter full term hierarchy into new Word doc
2. Copy term into main Word-based vocabulary & enter reciprocal relationships
3. Enter term & relationships into Oracle
4. Review next-day report on Oracle activity
5. Send new term doc to editors via e-mail
6. Print new vocabulary (at least every two years)
Before Synaptica
UFRT
NT
BTSN
Class Code[whew!]
Thesaurus Management SystemsBuying Criteria
TMS Purchase
Synaptica
Up to 40 admin & 100 read-only users in multiple locations
Ability to load vocabs from multiple Word docs & Oracle authority files
Support for foreign-language vocabularies
Ability to add new vocabularies
Vendor onsite installation & training
Software upgrades & tech support
1. Ability to interact in real time with editorial system
2. Ability to accommodate authority files of 400,000+ names
Implementing Synaptica
Contract signed and work begun in August 2004
PQ sent to Synaptica all the Word & Oracle files for analysis
Decision points: how to load & structure data; how to handle “suspect” or erroneous relationships
Implementing Synaptica
Synaptica Data Analysis
Term Uniqueness Use Violations Self-Referencing Relationships One Relationship per Term Pair Relationship Unique
Circular References Relationship Reciprocates
Relationship Validation Tests:
Exception Reports delivered to PQ; Errors fixed before production
Implementing Synaptica
Use Validation Error
Marine resourcesMarine resourcesMarine resources
Implementing Synaptica
Terms with no language equivalent (LEQ), e.g., no translation
In all 3 languages, multiple English terms with the same translation, e.g.:
Foreign-Language Errors
Implementing Synaptica
English term Purchasing Shopping
Buyers Purchasing agents
French term Achats Achats
Acheteurs Acheteurs
French term-revised
Shopping
Agents d'achat
Solution:
Issue: Different editorial systems = 2x data entry: once for Synaptica, once for Oracle
Overnight synchronization process to copy Synaptica work into Oracle every night
Synch process discontinued April 2008
Final Challenge
Implementing Synaptica
Putting Synaptica Into Production
Deal with people resistant to change
Train users — provide documentation & hands-on demonstrative training
Encourage written feedback on system functionality
Send feedback to Synaptica – many of our suggestions implemented in later versions
Nov 2004
Implementing Synaptica
Life With SynapticaTerms Management Made Easy!
Word – Old, Bad Synaptica – New, Good
Life With Synaptica
Adding Terms Today: 3 Easy Steps
2. Export report of new terms into Word
1. Enter term and relationships into Synaptica “Item Details” window
3. Send Word document to editors
Life With Synaptica
Improving Thesaurus ManagementCategories Feature
Life With Synaptica
Subject Term Categories
Life With Synaptica
CORP Names – Categories & Website
Life With Synaptica
Foreign-Language Vocabularies
Life With Synaptica
Language Equivalents
Foreign-Language Vocabularies
Life With Synaptica
Foreign-Language Vocabularies
Life With Synaptica
Spanish
German French
Spanish
Alphabetical by language
Synaptica Updates
Life With Synaptica
Synaptica version 6.0 released in early 2006
Synaptica version 7.0 is being implemented now: • Enhanced user interface • Semantic Web standardization (RDF, OWL, SKOS) and Web Services integration• Expanded Reporting functionality • Enhanced adding and editing of term relationships including “rapid-fire” simple drag-and-drop editing• Improved global term editing• Online help and user guides
Benefits of Synaptica
Greater awareness of thesaurus standards and terminology, e.g.: “preferred” and “non-preferred” instead of Use and Used For
Long-needed updating and improvement in term hierarchies; ability to provide thesaurus statistics
Increase in Company name NPTs — from 1935 to 8952 today
Immediate responsiveness to indexer needs — real-time term additions, esp. NPTs and SNs
Life With Synaptica
Easier loading of updated Thesaurus on PQ interface
Questions?
thank you!