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JSTOR Case StudyA Year LaterSharon Garewal, Metadata Librarian
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AgendaIntroductionWhere we left offWhere we are nowMaintenance and Editing Process
◦Training◦Documents◦Workflows
Where we are going
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INTRODUCTIONThe Numbers: 1,061Participating publishers1,936 Academic journals8,952,463 Articles and counting21,737 Books and counting25,976 19th Century British PamphletsPublishing dates: 1545 CE to 2014 CE138 Million searches performed in 2013
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Social Sciences
Humanities
History
Science & Mathematics
Business & Economics
Arts
Law Area Studies Medicine & Allied Health
JSTOR Subject Areas
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Where we left off: Pilot projectGoal: To better understand the use and deployment
of thesauri & test selected thesauri on our disciplines◦ Vendor: Access Innovations (AI) Data Harmony Software:
MAIStro for auto-indexing and creating a rulebase.
◦ Selection: 15k articles from 3 disciplines. 3 thesauri selected: NICEM for History, CABI for
Science and AMB for Business Auto-indexed and assigned terms. Added to rulebase to improve indexing.
◦ Lessons learned: Selecting the (right) thesauri is important Rule building increases accuracy from 70% to 88% Maintenance needs to be on-going
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Building of the thesaurus Access Innovations (AI)
◦ Selected, collected and imported sources from 17+ source vocabularies
◦ Merged the lists which included sorting terms hierarchically and removing duplicates.
◦ Build and tested rules◦ Used search logs, discipline lists
and access to our content Construction standards
◦ ANSI (American National Standards Institute)
◦ NISO (National Information Standards Organization) ANSI/NISO Z39-19.2005
◦ ISO (International Standards Organization) ISO 2788, ISO 5964
◦ BS (British Standards Institute) BS 8723 parts 1-4
AI Business thesaurus AI Calculus thesaurus AI Economics thesaurus AI Geology thesaurus AI Law thesaurus AI Psychology thesaurus ASIS&T CABI ERIC Ethnographic thesaurus EuroVoc Getty Arts and Architecture
thesaurus Glossary of Statistics MeSH (abridged) NASA Thesaurus NAL NICEM Philosopher’s Index Thesaurus Statistics Canada National Transportation Library
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Where we are nowThesaurus was officially delivered: June 2013Continued editorial relationship with AIAdded two more JSTOR Librarians to thesaurus
teamThesaurus Statistics
◦ Preferred Terms: 56,913◦ Equivalent Terms: 41,608◦ Top Terms or Branches: 18
Terms with [at least one] Related Term: 18,965Rulebase Statistics
◦ Rules: 100,737
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JTHES
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SharePoint Site
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Maintenance and Editing Process: TrainingTraining Power Point
◦Pre-training day activities-Reading through standards, attend meetings…
◦3-4 day hands on training in MAIstroWeekly tasks
◦Adding, deleting and moving terms; Changing the capitalization of terms; Searching the rulebase; Interpreting complex rules; Adding complex rules
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Reviewing a branch
Orient yourself in the branchReview terms in the branchTake notesResearch the branchOrganize the branch
◦Best practices◦Decision tree
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Keep the following in mind when reviewing terms:
◦ Appropriacy: Is the term appropriate to the target audience?
◦ Belonging: Does the concept fit within the coverage of the thesaurus structure?
◦ Consistency: Is the term stylistically consistent with the other terms in the thesaurus structure?
◦ Currency: Does the term reflect the most current common usage for the concept?
◦ Distinctiveness: Does the term clearly represent a distinction that is important to the audience?
◦ Implication: Does the term imply additional concepts or terms?
◦ Novelty: Does the term refer to a concept that is not already in the thesaurus?
◦ Standardization: Is the term part of an authorized standard vocabulary for which there is a compliance requirement?
◦ Structure: Does a proposed new concept/term, along with others, warrant a new branch in the thesaurus?
◦ Technical Accuracy: Does the term accurately reflect the intended meaning to the intended audience?
◦ Warrant: Can you find explicit warrant (support) for your concept/term in: The JSTOR corpus, its usage, standard vocabularies for which there are compliance requirements? (i.e., user warrant & literary warrant)
From,: Weise, C. Criteria for Term Selection in Your Taxonomy, Feb. 1, 2013.
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Costume design is the fabrication of clothing for the overall appearance of a character or performer. Costume is specific in the style of dress particular to a nation, a class, or a period…
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Review of Costume design branch using Word
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Review of Sociology branch using Google Docs
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Does the term already exist in the thesaurus?
If no, search JSTOR
How many search results are there?
Less than 100 hits, do not add.
More than 100 hits. Investigate
.
What is the term about? What journals and topics are associated
with the term?
Does the term appear in article-titles? citations? abstracts? Body
of the text. This is subjective
Add term
If yes, look at where it lives and see if you can add any NPT’s or RT’s.
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Simple Rules
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Complex rulesProximity
◦NEAR: Within 3 words of text-to-match. Used for phrasings of a term, prepositional phrases etc.
◦WITH: Within the same sentence of text-to-match. This is the most common/default.
◦AROUND: Within 50 words of text-to-match, which is approximately one paragraph.
◦MENTIONS: Within 250 words of text-to-match, which is approximately one page. Helps cut down on noise by establishing the broadest area possible. Not used as frequently.
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Complex rules continuedALL CAPS
◦ Text to match: sat IF (ALL CAPS) USE Standardized tests
INITIAL CAPS◦ Text to match: bush IF (INITIAL CAPS) USE U.S. Presidents
MATCH◦ Text to match: IF (MATCH “musicianship”) USE
Musicianship
BEGINS SENTENCE or ENDS SENTENCE◦ Text to match: chronicle IF(BEGINS SENTENCE) USE
History◦ Text to match: lol IF (ENDS SENTENCE) USE Humor
Remember to use Booleans! AND, OR,
NOT
ELSE & ELSE IF
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Testing articles Choose an article from JSTOR to
copy/paste into Test MAI tab. Evaluate the list of MAI suggested
terms. MAI Suggested Terms;
Temperature|(54) temperature(54) Circadian rhythm|(9) temperature compensation(9) Parametric models|(6) model*(6) Biochemistry|(5) biochemical(4) biochemistry(1) Temperature dependence|(5) dependen*(3) temperature dependence(2)
The term on the left side of the | is the MAI suggested term; the term on the right is the word that triggered it.
Hits – System accurately and correctly suggests indexing terms chosen by the editor. No additional rulebuiding is necessary.
Misses – System misses terms the editor uses. Reviewing articles, following a gap analysis is necessary to identify misses. Rulebuilding and possible additional term building is necessary.
Noise – System suggests terms not used by editor or incorrectly suggests a term that is used by the editor but it’s meaning is not accurately represented. Rulebuilding is necessary.
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Maintenance and Editing Process: DocumentsHow-To-Guides
◦How to configure Unicode setting in web browsers
◦How to correct capitalization in the term record
◦How to export a sub-branch◦How to install MAIstro on your computer◦How to remove Related Terms which
appear in the same branchTerm Building InstructionsRule Building Instructions
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Instructions for Terms and Rule building include key terms, definitions and best practices.
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Parking Lots“Parking Lots” are a way to keep
track of terms that we want to look into and rules we need to build.
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Maintenance and Editing Process: WorkflowsData analysis
◦General accuracy: Sampling of 1000 articles across content types and disciplines.
◦Subject specific: Sampling on specific disciplines and/or journals.
New content assessment◦Weekly review of newly signed content
Search log review◦Done semiannually; Report of searched terms
in JSTOR. Review ranking of terminology and how term usage changes over time. Finding new acronyms.
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Where we want to goImplementation onto the platform in
2014◦Currently working with teams in JSTOR
such as UX and Analytics to run experiments and gather metrics.
Name fileStaffing and resources
◦Continue to train additional Librarians and create additional workflows.
SME’s◦Set up a system to work with SME’s
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Thank YouContact information:[email protected]