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You Say Dog, I Say Canine
 Designing a Thesaurus to Connect
 Your Users to Your Digital Content
Overview
• Introduction to Controlled
  Vocabularies
• Creating a Thesaurus
  Step-by-Step
• Planning and Maintenance
• Tips to Jump Start Your Project
• Resources & Future Directions
40% of search failures come
from users and information
providers using different terms
Controlled Vocabularies (CV)

       List


       Synonym Ring


       Hierarchy


       Thesaurus
List
Synonym Ring


           dog


mutt                canine

                                    auto


   puppy         pooch

                                    car
                         motorcar          automobile
Hierarchy
Thesaurus
Welcome to
Creating a Thesaurus                THESAURUS
Step-by-Step                        Please drive carefully,
                                      warily, heedfully,
                                           cautiously,
1. Generate Wordstock                  conscientiously,
2. Decide on Format, Choose        thoughtfully through the
                                     village, community,
   Preferred Terms & Identify            town, hamlet,
   Synonyms                                settlement.
3. Choose Hierarchies and Facets
4. Add Associative Relationships
5. Select Thesaurus Design and
   Display
Step 1: Generate Wordstock
Subject Experts



                          Users



             Sources of
             Wordstock

      Your                Publications
   Organization
A Combined Approach
Existing Thesauri
Organizational
terminology
                        Bottom-Up

Top-Down
                        Search logs
                        Publications
                        Subject experts
Exercise


      subjects
      names: place names, personal
                names, organization names
      format: physical material, size, color
      time: date, season
Step 2: Decide on Format,
Choose Preferred Terms & Identify
Synonyms
Exercise



       resolve synonyms
       capitalization, abbreviations,
       plurality, abstract concepts,
       compound terms
Step 3: Choose Hierarchies and Facets
Hierarchies to Broaden and Narrow
Facets to Specify
Exercise



           hierarchy – NT & BT
           facet
Step 4: Add Associative
          Relationships
Exercise



           Connect concepts using
           “See also” and RT
Step 5:
                 Select Thesaurus
                 Design and Display

   Electronic   Print

External view   Internal view

       Facets   BT, NT, RT

     Topical    Alphabetical

       Visual   Textual
You did it! But wait …
You Will Notice Gaps
Your Collection Will Grow
The World Will Change
Planning and Maintenance

• Expect and plan for change
• Collect suggestions
• Systematically look for
  additions
• Schedule time to address
  potential changes
• Document your process
Document It
•   Purpose
•   Content
•   Structure and format
•   Update process
Tips to Jump Start Your Project

Your resources
• Why do you want a controlled
  vocabulary? Is a CV necessary? Are
  there alternative solutions?
• Do you have the resources to develop
  and maintain a CV? Training, time,
  staff, software…
• Are you prepared for future
  growth/additional terms?
Tips to Jump Start Your Project

Your content
• What are your topics? Will the collection’s
  coverage change over time?
• What sources can you use for wordstock?
• What is the broadest level of vocabulary you
  could use for this project?
Tips to Jump Start Your Project

Your users
• Who are the potential users of this collection? Do
  you need different entry terms for different
  audiences?
• Who will be indexing materials and using the
  controlled vocabulary?
Resources & Future Directions
Questions?
Aubrey Madler
aubrey.madler@med.und.edu
701-777-6025


Maren Niemeier
maren.niemeier@med.und.edu
701-777-8001

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You Say Dog I Say Canine

  • 1. You Say Dog, I Say Canine Designing a Thesaurus to Connect Your Users to Your Digital Content
  • 2. Overview • Introduction to Controlled Vocabularies • Creating a Thesaurus Step-by-Step • Planning and Maintenance • Tips to Jump Start Your Project • Resources & Future Directions
  • 3. 40% of search failures come from users and information providers using different terms
  • 4. Controlled Vocabularies (CV) List Synonym Ring Hierarchy Thesaurus
  • 6. Synonym Ring dog mutt canine auto puppy pooch car motorcar automobile
  • 9. Welcome to Creating a Thesaurus THESAURUS Step-by-Step Please drive carefully, warily, heedfully, cautiously, 1. Generate Wordstock conscientiously, 2. Decide on Format, Choose thoughtfully through the village, community, Preferred Terms & Identify town, hamlet, Synonyms settlement. 3. Choose Hierarchies and Facets 4. Add Associative Relationships 5. Select Thesaurus Design and Display
  • 10. Step 1: Generate Wordstock
  • 11. Subject Experts Users Sources of Wordstock Your Publications Organization
  • 12. A Combined Approach Existing Thesauri Organizational terminology Bottom-Up Top-Down Search logs Publications Subject experts
  • 13. Exercise subjects names: place names, personal names, organization names format: physical material, size, color time: date, season
  • 14. Step 2: Decide on Format, Choose Preferred Terms & Identify Synonyms
  • 15.
  • 16. Exercise resolve synonyms capitalization, abbreviations, plurality, abstract concepts, compound terms
  • 17. Step 3: Choose Hierarchies and Facets
  • 19.
  • 21.
  • 22.
  • 23. Exercise hierarchy – NT & BT facet
  • 24. Step 4: Add Associative Relationships
  • 25.
  • 26. Exercise Connect concepts using “See also” and RT
  • 27. Step 5: Select Thesaurus Design and Display Electronic Print External view Internal view Facets BT, NT, RT Topical Alphabetical Visual Textual
  • 28. You did it! But wait …
  • 29.
  • 32. The World Will Change
  • 33.
  • 34.
  • 35. Planning and Maintenance • Expect and plan for change • Collect suggestions • Systematically look for additions • Schedule time to address potential changes • Document your process
  • 36. Document It • Purpose • Content • Structure and format • Update process
  • 37. Tips to Jump Start Your Project Your resources • Why do you want a controlled vocabulary? Is a CV necessary? Are there alternative solutions? • Do you have the resources to develop and maintain a CV? Training, time, staff, software… • Are you prepared for future growth/additional terms?
  • 38. Tips to Jump Start Your Project Your content • What are your topics? Will the collection’s coverage change over time? • What sources can you use for wordstock? • What is the broadest level of vocabulary you could use for this project?
  • 39. Tips to Jump Start Your Project Your users • Who are the potential users of this collection? Do you need different entry terms for different audiences? • Who will be indexing materials and using the controlled vocabulary?
  • 40. Resources & Future Directions