LIS 602: Information Storage and Retrieval

Syllabus, Fall 2005

University of Kentucky, School of Library and Information Science

 

Instructor

Lois Chan, Ph.D.

Section 001; T and TR, 9:30-10:45, Room LCLI 359

Office: 518B King Library South

257-5942; loischan@uky.edu

Office Hrs: T and TR 11-11:30 or by appointment

 

Course Objectives: LIS 602 is a core course in the SLIS curriculum. As such, it is designed to provide students with a solid foundation to build upon in other courses and as information professionals. By the end of the semester students will have demonstrated a clear understanding of the basic principles and practices of information documentation, organization, storage, retrieval and dissemination. To this end, the structure of document surrogates, indexing languages, thesauri, natural language systems, catalogs and files, information storage media, retrieval systems, networks and information delivery systems will be examined.

 

The number of possible topics that might be covered in a course of this nature is large. However, it is the professors’ primary objective to encourage your mastery of the main concepts, the specific implementations of those concepts, and your ability to discuss and write about those concepts in a manner suitable for a master’s level course. We believe strongly that students should integrate the main themes and be able to project the utility and significance of those themes to their career and profession, and to be able to grow in the field as new challenges arise in information storage and retrieval.

 

Readings:

The required text for this course is: 

 

Taylor, A. G. (2003). The Organization of Information.  2nd edition.  Englewood, Colorado: Libraries Unlimited.

Additional readings from the literature also will be assigned, and most will be accessible via the Internet.

Grading:

Practical exercise                                                                                          20%

Quiz 1:                                                                                                            15%

Quiz 2:                                                                                                            15%

Term Project: Thesaurus Construction                                                     40%

Reading summaries, class participation and attendance                                    10%

Grading scale:

                                    90‑100             A

                                    80‑89               B

                                    70‑79               C

                                    69 or less     Fail

 

 

 

Policy on excused absences

            Students are expected to attend each class meeting unless he/she has been excused by the instructor. Failure to attend class will result in a lower grade.

            Absences due to illness or emergencies must be reported within a week.  You may call the instructor’s office or via email.

            A student has the right, and may be required, to petition for a "W" if he or she has excused absences in excess of one‑fifth of the class contact hours for the course. 

 

Policy on unexcused absences

            A student who has unexcused absences in excess of one‑fifth of the class contact hours will receive a failing grade.

            No make‑ups will be given for unexcused absences.

 

Incompletes

            An incomplete grade due to illness or other emergencies may be arranged.  A request for an incomplete due to illness must be accompanied by a letter from your doctor, the Student Health Service, or a hospital.  Lack of time to complete assigned work, or other reasons not related to unavoidable excused absences, will not be accepted as a valid reason for petitioning an incomplete.

 

Academic integrity    

            All papers and take-home assignments must represent the student’s original work.  When using material from other sources, proper citations must be given.

            Papers or assignments prepared for other classes cannot be used to fulfill the requirements of this class.

 

Late papers or take‑home tests

            Papers and take‑home assignments should be turned in on the day specified. For each class period a paper or take‑home is late, 10% of the grade will be subtracted.

 

Course Calendar

Below is the tentative course calendar for the semester. For each week, you will see the topic to be covered, the readings to be covered for that class, quiz dates, and other information relevant to that week’s topic. Given the nature of this course and the amount of information that must be covered, it is not unlikely that minor changes will be made to the course schedule as we progress through the semester.

 

Introduction to Course

Course syllabus

Topic 1: Overview of Key ISR Concepts

 

Required Readings:

Supplementary readings:  

[The copy of the chapter is available in American Libraries as electronic full-text in EBSCOhost "Academic Search Premier" database through UK-electronic journal subscription]

 

 

Topic 2: Information Representation and Formatting

 

Required Readings:

·        Dublin Core Metadata Element Set (2001) (NISO Standard Z39.85-2001)

http://www.niso.org/standards/resources/z39.86.pdf

Supplementary readings:  

Topic 3: Encoding Standards for Document Representation

 

Required Readings:

 http://www.loc.gov/marc/umb/um01to06.html

            http://www.loc.gov/marc/umb/um07to10.html

            http://www.loc.gov/marc/umb/um11to12.html

 

Supplementary readings:  

 

** Practical Exercise assigned –- due Oct. 11 **

 

Topic 4: Access Points & Authority Control

Required Readings:

Supplementary readings:  

** Quiz 1 **

 

Topic 5: Subject Analysis, Indexing & Abstracting

 

Required Readings:

·        Taylor, Ch. 9 – Subject Analysis

·        Cleveland, D. B. & A. D. Cleveland.  (2001).  The Types of Indexes and Abstracts and  The Abstracting Process.  In their Introduction to Indexing and Abstracting.  3rd Ed. (pp. 48-59; 108-120).  Englewood, CO: Libraries Unlimited

 

Supplementary readings:

** Practical Exercise due**

 

Topic 6:  Vocabulary control

 

Required Readings:

·        Svenonius, E. (1990). Design of Controlled Vocabularies. In Kent, A. (Ed.) Encyclopedia of Library and Information Science. 45 (Supp. 10) (pp. 82-109). New York: Marcel Dekker

 

** Term Project assigned -- due Nov. 29 **

 

Topic 6:  Thesaurus Construction

 

Required Readings:

·        Lancaster, F. W. (1986). “Organization of Terms: The Hierarchical Relationship,” “Organization of Terms: The Associative Relationship,” “Terms: Form and Compounding,” “The Entry Vocabulary,” “Homography and Scope Notes.”  In his Vocabulary Control for Information Retrieval.  2nd ed.  (pp. 35-71). Arlington, Va: Information Resources Press.

·        NISO (z39.19). Guidelines for the Construction, Format, and Management of Monolingual Thesauri (2003) available at http://www.niso.org/standards/resources/z39-19.pdf

 

Practical Instructions:

·         Western Ontario University (1997). Thesaurus Construction. Available at: http://instruct.uwo.ca/gplis/677/thesaur/main00.htm [Access on July 25, 2005].

American Association of Retired Persons.  Thesaurus of Aging Terminology.  4th ed., pp.

i-x, 1-3, 137-138, 201)

Examples:

 

 

 

Topic 8: Systems for Categorization & Classification

 

Required Readings:

Supplementary readings:  

·         Chan, L.M. (1994). Library of Congress Classification. In: Cataloging and Classification: An introduction. 2nd ed. Pp: 327-340. New York: McGraw-Hill.

 

 

Topic 9: Information Systems and Databases

 

Required Readings:

Supplementary readings:  

 

 

Topic 10: Information Retrieval: Models and Queries

 

Required Readings:

Supplementary readings: 

 

** Quiz 2 **

 

Topic 11: System Design; IR Evaluation and Users

 

Required Readings:

Supplementary readings:  

·         Case, Donald. (2002). Looking for Information: A Survey on Research on Information Seeking Needs, and Behavior. Ch. 4. pp. 64-78. Amsterdam ; New York : Academic Press. [Young Library: 4th & 5th floors); Call Number: ZA3075 .C36 2002]

·          Sparck Jones, Karen. (2000). Further reflections on TREC. Information Processing and Management 36: 37-85. Available at: http://www.cs.odu.edu/~jbollen/spring03_IR/readings/jones_TREC6.pdf

 

 

** Term Project Due **

Topic 12: Digital Libraries

Required reading:

Supplementary readings:

·         Choudhury, Sayeed, Hobbs, Benjamin, Lorie, Mark, & Flores, Nicholas. (2002). A Framework for Evaluating Digital Library Services. D-Lib Magazine 8(7/8). Available at: http://www.dlib.org/dlib/july02/choudhury/07choudhury.html

 

Topic 13: Internet and its Applications; Web IR

 

Supplementary readings: 

 

 

 

 

 

Bibliography:

 

Allen, B.L. (2001). Boolean Browsing in an Information System: An Experimental Test. Information Technology and Libraries, 20, 12-. [Available online via UK Infotrac Expanded Academic ASAP]

http://web7.infotrac.galegroup.com/itw/infomark/645/888/49367582w7/purl=rc11_EAIM_0_au_allen_AND_ti_boolean+browsing_AND_ke&dyn=sig!2?sw_aep=uky_main

 

Arms, William Y.  (July/August 2000).  Automated digital libraries.  D-Lib Magazine, 6(7/8). http://www.dlib.org/dlib/july00/arms/07arms.html.

 

Baeza-Yates, R., & Ribeiro-Neto, B. (1999). Modern Information Retrieval. Reading, MA: Addison-Wesley.  Pp. 1-10, 67-71.

 

Bates, M.J. (1989). The design of browsing and berry-picking techniques for the online search interface. Online Review, 13(5), pp. 407-424.

 

Batty, David. (1998, Nov.). "WWW — Wealth, Weariness or Waste: controlled Vocabulary and Thesauri in Support of Online Information Access. D-Lib Magazine. [Available online] http://www.dlib.org/dlib/november98/11batty.html

 

Bosak, Jon, & Bray, Tim. (1999, May). XML and the second-generation web. Scientific American, 280(5), 89-93. For further reading, see http://www.sciam.com/article.cfm?articleID=0008C786-91DB-1CD6-B4A8809EC588EEDF&ref=sciam&chanID=sa006

 

Chan, L.M.  (1994).  Library of Congress Classification  In: Cataloging and Classification: An Introduction.  2nd ed.  (pp. 327-340).  New York: McGraw-Hill.

 

Cleveland, D. B. & A. D. Cleveland.  (2001).  The Types of Indexes and Abstracts and  The Abstracting Process.  In their Introduction to Indexing and Abstracting.  3rd Ed. (pp. 48-59; 108-120).  Englewood, CO: Libraries Unlimited

 

Croft, W. Bruce.   (November 1995).  What Do People Want from Information Retrieval? D-Lib Magazine.      http://www.dlib.org/dlib/november95/11croft.html

 

Cutter, C.A. (1904) Rules for a Dictionary Catalog. In M. Carpenter & E. Svenonius (Eds.), Foundations of Cataloging: a Sourcebook, pp. 65-71. Littleton, CO: Libraries Unlimited.

 

Dublin Core Metadata Element Set (2001) (NISO Standard Z39.85-2001)

http://www.niso.org/standards/resources/z39.86.pdf

 

Furrie, Betty.  (2003).  What Is a MARC Record, and Why Is It Important?  In Understanding MARC Bibliographic, 7th ed., pp. 1-11.  Washington, DC: Cataloging Distribution Service, Library of Congress, in collaboration with The Follett Software Company.

http://lcweb.loc.gov/marc/umb/um01to06.html

 

Hagler, R. (1997). The Bibliographic Record and Information Technology. (3rd ed.). Chicago: American Library Association.  Pp. 95-121.

 

Hagler, Ronald. (1997). "Subject access." In The Bibliographic Record and Information Technology. 3rd ed. Ch. 7 (pp. 253-288). Chicago: American Library Association.

 

Harter, S.P. (1978). Statistical approaches to automatic indexing. Drexel LQ, 14, 57-74.

 

Koch, Traugott et al. (1998).  DESIRE - RE 1004: The Role of Classification Schemes in Internet Resource Description and Discovery.  Specification for resource description methods Part 3.  http://www.ukoln.ac.uk/metadata/desire/classification/class_ti.htm

 

Korfhage, R. R. (1997). Overview. In Information Storage & Retrieval. New York: Wiley.  Pp. 17-41, 79-98, 105-139, 191-215.

 

Lagoze, Carl.  (January 2001).  Keeping Dublin Core Simple: Cross-Domain Discovery or Resource Description?  D-Lib Magazine 7(1).              http://www.dlib.org/dlib/january01/lagoze/01lagoze.html

 

Lancaster, F. W. (1986). “Organization of Terms: The Hierarchical Relationship,” “Organization of Terms: The Associative Relationship,” “Terms: Form and Compounding,” “The Entry Vocabulary,” “Homography and Scope Notes.”  In his Vocabulary Control for Information Retrieval.  2nd ed.  (pp. 35-71). Arlington, Va: Information Resources Press.

 

Panizzi, A. (1985). Mr. Panizzi to the Right Hon. the Earl of Ellesmere.-British Museum, January 29, 1848. In M. Carpeter & E. Svenonius (Eds.), Foundations of Cataloging: A Sourcebook, pp. 15-47. Littleton, CO: Libraries Unlimited.

 

Pao, M.L. (1989). "File organization" In: Concepts of Information Retrieval. Englewood, CO: Libraries Unlimited.  Pp. 146-159.

 

Parsaye, K. et al. (1989). Database Systems (partially).  In:  Intelligent Databases: Object-Oriented, Deductive Hypermedia Technologies. (pp. 35-57)  New York: John Wiley.

 

Ranganathan, S.R. (1962). Facet Analysis: fundamental categories. Reprint in Chan, L.M., Richmond, P.A., Svenonius, E. (Eds). Theory of Subject Analysis. (pp. 88-93). Littleton, Colo.: Libraries Unlimited.

 

Rowley, J. E., & Farrow, J. (2000). Organizing Knowledge: An introduction to managing access to information. (3rd ed.). Burlington: VT: Gower.   (Textbook)

 

Shneiderman, Ben, Don Byrd, W. Bruce Croft.  (January 1997).  Clarifying Search: A User-Interface Framework for Text Searches. D-Lib Magazine. http://www.dlib.org/dlib/january97/retrieval/01shneiderman.html

 

Soergel, Dagobert.  (1999).  The Rise of Ontologies or the Reinvention of Classification.  Journal of the American Society for Information Science, 50(12):1119-1120.

 

Spicher, K. M. (1996). Development of the MARC Format. Cataloging & Classification Quarterly 21(3/4):75-90.

 

Svenonius, E.  (1990).  Design of Controlled Vocabularies.  In Kent, A. (Ed.)  Encyclopedia of Library and Information Science.  45(Supp. 10) (pp. 82-109).  New York: Marcel Dekker.

 

Thesaurus of Aging Terminology.  (1991).  4th Ed.  Washington, DC: American Association of Retired Persons.

 

Thiele, H. (1998, Jan.). The Dublin Core and Warwick Framework: A Review of the Literature, March 1995-September 1997. D-Lib Magazine. Available: http://www.dlib.org/dlib/january98/01thiele.html

 

Weibel, Stuart and Eric Miller.  (2000).  An Introduction to Dublin Core.

http://www.xml.com/pub/a/2000/10/25/dublincore/