FIS 1320: Introduction to Bibliographic Control
Winter 2008


Instructor:
Jens-Erik Mai
Phone: 416.978.7097
Office: BL 636
Office hours: By appointment
Class meets: Thursday 1:10pm-4:00pm in BL 205
 
Sakai site accessible here.

[About] [Study Tips] [Schedule] [Assignments] [Ungraded Exercises] [Resources] [Readings]


The purpose and content of this course is in the FIS course catalog described as: “Principles and methods of describing, analyzing and organizing information and materials for storage and retrieval. Within the context of user needs, examines bibliographic access through codes, standards, tools and technologies.” 

The course serves as an introduction to the theory and practice of bibliographic control (a.k.a.  "knowledge organization", “information organization,” “resource organization,” “classification and cataloging”).  The purpose of the course is to introduce you to the creation of bibliographic records and files, the use of documents and bibliographic information, methods and approaches to the organization of documents for information retrieval systems, and the theoretical foundation for knowledge organization.  It will be a useful course for you regardless of the specific branch of the information professions you ultimately stake your career in.  We will spend very little time discussing the specific standards and systems used for the organization of information in libraries, databases, and other information resources in North America. (In other words, you will not be able to “do Dewey” after taking this course.)  You will have, it is hoped, a good foundation for learning both the application and in some cases the construction of these standards and systems in subsequent elective classes and practice.

The objective of the course is to give a solid understanding of the principles, issues, practices, and problems in organization and representation of documents, information, knowledge, resources.  More specifically the objectives of the course are:

1.   To stress the understanding of user needs as the basis for making decisions about the organization of information and materials.

2.   To impart an understanding of the nature and characteristics of recordable information and an understanding of ways of representing and relating information through a broad continuum, from the full text to a brief surrogate.

3.   To introduce a wide variety of methods of organizing and retrieving recordable information with emphasis on underlying principles and relationships.

4.   To emphasize the identification of problems in organizing information and materials for use and to acquaint students with the potentialities and limitations of various methods as solutions to these problems.

5.   To provide a basis for comparing and evaluating the effectiveness and appropriateness of various methods of organization for specific situations.

 Please also see the general notes on my classes.


Study Tips

The outcome of this course depends to a large degree on your active participation. This means that it is important that you have read and understood the assigned texts for each class. You need to read the texts in such a manner that you can ask and answer questions about them. In other words, you control your outcome of the course. It is your responsibility to do what is necessary to understand the texts, e.g. read the texts multiple times, write an abstract or outline of the texts, participate in study groups.

I urge you to use a critical approach when reading the texts. This means that for each text you should think about what the main point of the text is.  What is the author’s message?  What is it that he/she wants to convey?  Do you agree with the author?  Why/why not?  Place the text in a context. Consider for example how the text/author--consciously or unconsciously--relates to other texts in this course and other courses in the program.  How does it relate to other discussions we have had in this course?  Etc., etc.

Always remember to ask and answer the most important question when facing scientific and scholarly literature: SO WHAT? This is a simple way to evaluate whether the text makes a difference to you, and whether it brings the field a step further.

Ideally, you should read all assigned readings for each class meeting. I have provided two mechanisms to guide you and help you prioritize your reading:
1) I have listed all the readings in a suggested reading order.  This order reflects a progression through the issues that I think will be helpful.
2) I have classified each reading as basic, recommended, or optional. 
Basic (B) material should be mastered by every student, recommended (R) material should be mastered by students seeking a good knowledge of the subject, and optional (O) material should be mastered by students with special interest and aptitudes.  You should note that sometimes the full, best, or most comprehensive understanding of a basic reading may not come before reading an optional reading.

It is your choice which readings to read if you cannot read all of them. However, most of our discussions, exercises and assignments will assume that you've read and understood all the material through the recommended level. 


Class Schedule

Date     Theme   Readings
Thursday
Jan. 10
 
  Introduction to the course

Wesch, 2007.
   Information R/evolution (movie) (R)

 

Thursday
Jan. 17
 
   

Information, knowledge, and organization
 

 

Shirky, 2005. (R)

Weinberger, 2007a.
   Chap 1: The New Order of Order (R)
   Chap 2: Alphabetization and Its Disorder (R)
   Chap 3: The Geography of Knowledge (R)

Morville, 2005.
   Chap 6: The Sociosemantic Web (R)
 

Thursday
Jan. 24

and

Thursday
Jan. 31

   

The bibliographic universe


 
 

Wilson, 1968.
   Introduction (R)
   Chap 1: The Bibliographic Universe (R)
   Chap 2: Describing and Exploring  (R)
   Chap 3: Relevance (O)

Chan, 2007.
   Chap 1: Information Resource Management: Description, Access, Organization (B)
   Chap 2: Foundations, Principles, and Standards of Resource Description (B)

Svenonius, 2000.
   Chap 1: Information Organization (R)
   Chap 2: Bibliographic Objectives (R)
   Chap 3: Bibliographic Entities (R)

Tillett, 2001. (R)
 

Thursday
Feb. 7

and

Thursday
Feb. 14
 

   

Principles of bibliographic description
 

  Chan, 2007.
   Chap 3: AACR (B)
   Chap 4: Dublin Core and Other Metadata Schemas (B)
   Chap 5: Access Points (B)
   Chap 6: Authority Control (B)

AACR2r, [Browse Chap. 1 and 2] (B)

Carlyle & Fusco. 2007. (R)

IFLA. 1998.
    Section 3: Entities (O)

Svenonius, 2000.
   Chap 4:  Bibliographic Languages  (B)
   Chap 5:  Principles of Description (R)
   Chap 6:  Work Languages  (B)
   Chap 7:  Document Languages (O)

Wilson, 1968.
      Chap 4: Bibliographic Instruments and their Specifications (R)
 

Thursday
Feb. 21
 
    No class.  Reading week.    
Thursday
Feb. 28
 
   

No class, J-E at iSchool Conference

Online discussion in Sakai.

  Burke. 2005 (R)

Weinberger. 2007b (R)
 

Thursday
Mar. 6
 
    Document, subject, and content analysis
 
  ISO. 1985. (R)

Wilson, 1968.
   Chap 5: Subjects and the Sense of Position (R)
   Chap 6: Indexing, Coupling, Hunting (O)
 

Thursday
Mar. 13

and

Thursday
Mar. 20

    Tags, order, and controlled vocabularies
 
  Borges, 1952. (R)

Chan, 2007.
   Chap 7: Principles of Controlled Vocabularies and Subject Analysis (B)

Morville, 2005.
   Chap 3: Information Interaction (B)

Svenonius, 2000.
   Chap 8: Subject Languages (R)
   Chap 9: Subject Languages (R)
   Chap 10: Subject-Language Syntax (R)

Hjørland, 1998. (R)
 

Thursday
Mar. 27
 
    Classification theory | discussion
 
   
Thursday
Apr. 3
 
    Building a classification scheme
 
  Vickery, 1960 (R)
Thursday
Apr. 10
   

Presentation of classification schemes

Catch up, summary, conclusions, and evaluation of the course

 


Assignments

There are four required assignments in this course; full description of each assignment is available at the Sakai site.

Assignment Due Date % of Grade
Assignment 1:
Response Essay
Friday Jan. 18 @ 12noon
in the Sakai Drop Box
10%
Assignment 2:
Descriptive Analysis
Friday Feb. 15  Friday Feb. 22 @ 12noon
in the Sakai Drop Box
30%
Assignment 3:
Derived and Assigned
Indexing
Friday Mar. 14 @ 12noon
in the Sakai Drop Box
30%
Assignment 4
Investigation a controlled vocabulary
Friday, Apr. 11 @ 12noon
in the Sakai Drop Box
30%

For all written assignments:  They should be submitted in the Drop Box on the Sakai site; and should be formatted to be double-spaced, single paged, with one inch margins, typed using the 12 pt Times Roman font, and follow standard citation practices (such as Chicago, APA, MLA).  Please use either Word or PDF file. 

Please review the material you covered in Cite it Right, familiarize yourself with this site (about plagiarism) and UofT's plagiarism policy, and consult the writing centre, if necessary.
   Here is a general statement on what I look for in a paper -- and here is my interpretation of the UofT grading system.


Ungraded Exercises

Ungraded exercises give each student introductory experience in preparing bibliographic descriptions, providing subject headings, and assigning classification numbers. These exercises form the basis for a portion of the class discussions and are considered an essential part of the course.

Materials are placed in the Katharine L. Ball Cataloguing Laboratory in the FIS Inforum.  Please return all materials so others can find them easily. Suggested solutions for most exercises will be posted in the Cataloguing Lab and in binders at the Inforum Circulation Desk.

Help sessions to assist with the exercises will take place on the following days in the Cataloguing Laboratory:

Thurs Feb 21, 9:00am-12:00noon in room 418
Tues Feb 26,
9:00am-12:00noon in room 416 (Note room change for this date only)
Thurs Mar 6,
9:00am-12:00noon in room 418
Tues Mar 11,
9:00am-12:00noon in room 418
Thurs Mar 20,
9:00am-12:00noon in room 418
Tues Mar 25,
9:00am-12:00noon in room 418
Thurs Apr 3,
9:00am-12:00noon in room 418
Tues Apr 6,
9:00am-12:00noon in room 418


Resources

We will encounter an enormous number of new, strange, difficult to clearly define terms in this course; you will see that the authors we read in the course apply and use the terms in various ways.  Your challenge is to make sense of them, to understand not just what these terms mean but how they are applied and used differently in different contexts.  Below are a few links to sites that use and attempts to make sense of many of the terms.

Asilomar Institute for Information Architecture Library
"The IA Library is a selection of resources related to the field of information architecture. The collection includes articles, books, blogs, and more."
 
Epistemological Lifeboat for: Epistemology and Philosophy for Information Scientists
Birger Hjorland's comprehensive dictionary/encyclopedia for LIS terms and terminology.
 
Findability.org
Comprehensive list of information about information architecture and links to various IA stuff.
 
Information Management Resource Centre
"This section provides a list of resources for key Information Management topics."
Lifeboat for Knowledge Organization
Birger Hjorland's comprehensive dictionary/encyclopedia of KO terms and ideas.
Online Dictionary for Library and Information Science
"Comprehensive and reliable English-language resource for terminology used in all types of libraries."
RDA Resource
A quick resource page for librarians, library educators, library students, and library administrators who want to stay informed of the development of Resource Description and Access (RDA) as it moves toward publication in 2009.

 

 


Readings

Anglo-American Cataloguing Rules:  Second Edition: 1998 Revision. (AACR2r). 1998. Ottawa: Canadian Library Association.

Borges, Jorge Luis. 1952. The Analytical Language of John Wilkins. Otras inquisiciones 1937-1952, 1952, essays and literary criticism. English title: Other Inquisitions 1937-1952, 1964, London: Souvenir Press., 1973. Available at:  http://alamut.com/subj/artiface/language/johnWilkins.html

Burke, Timothy. 2004. Burn the catalog. Easily Distracted [Blog]. Available at: http://www.swarthmore.edu/SocSci/tburke1/perma12004.html

Carlyle, Allyson, and Lisa Fusco. 2007. Understanding FRBR as a Conceptual Model: FRBR and the Bibliographic Universe.  ASIST Bulletin, August/September 2007. Available at:: http://www.asis.org/Bulletin/Aug-07/carlyle_fusco.html

Chan, Lois Mai. 2007. Cataloging and Classification: An Introduction.  3rd edition. Lanham, Maryland: Scarecrow. [Chapters 1-7]

Hjørland, Birger.  1998. The Classification of Psychology:  A Case Study in the Classification of a Knowledge Field.  Knowledge Organization, 25(4): 162-201.

IFLA. 1998. Functional Requirements for Bibliographic Records (FRBR). IFLA Study Group on the Functional Requirements for Bibliographic Records Approved by the Standing Committee of the IFLA Section on Cataloguing. Available at::   http://www.ifla.org/VII/s13/frbr/frbr.pdf

Morville, Peter. 2005. Ambient Findability. Sebastopol, CA: O’Reilly. [Chapters 3 and 6]

Shirky, Clay. 2005. Ontology is Overrated: Categories, Links, and Tags. Clay Shirky's Writings About the Internet. Economics & Culture, Media & Community. Available at: http://www.shirky.com/writings/ontology_overrated.html

Svenonius, Elaine. 2000. The Intellectual Foundation of Information Organization. Cambridge MA: MIT Press. (025.3 S968I -- 2-hour loan)

Tillett, Barbara. 2001. Bibliographic Relationships.  In: Bean and Green eds. Relationships in the Organization of Knowledge.  Boston: Kluwer, pp. 19-35.

Vickery, Brian. 1960. Faceted Classification: A Guide to Construction and Use of Special Schemes. London: Aslib.

Weinberger, David. 2007a. Everything is Miscellaneous: The Power of the New Digital Disorder. New York: Times. [Chapters 1, 2, and 3]

Weinberger, David. 2007b. Why we need librarians. Everything Is Miscellaneous [Blog]. Available at: http://www.everythingismiscellaneous.com/2007/06/25/why-we-need-librarians

Wesch, Michael. 2007. Information R/evolution (movie). Available at: http://www.youtube.com/watch?v=-4CV05HyAbM

Wilson, Patrick. 1968. Two Kinds of Power. An Essay on Bibliographical Control. Berkeley, CA: University of California Press.  [Introduction, and chapters 1-6]. (010 W752 -- 2-hour loan)
 

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