UDCDDC crosswalk developed by the Czech National Library

UDC/DDC crosswalk developed by the Czech National Library for the purpose of collection assessment Marie. Balikova@nkp. cz Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 1

Outline Conspectus method Conspectus Categorization Scheme used in Czechia UDC – DDC mapping Application of Conspectus Categorization Scheme in Czechia Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 2

Conspectus method • An overview, summary, a description of collection strength and collecting intensities • Arranged by – subject – classification scheme – combination of either • Containing standardized codes for collection or collecting levels and languages of materials collected Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 3

Preferred presentation of Conspectus model • Set of Conspectus reports, which include all appropriate collection information • Collection descriptions may take a form of – unstructured textual documents – set of reports – structured open and standardized formats (database files) The most libraries prefer database files Czech libraries prefer a set of reports Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 4

Advantages of the Conspectus method Detailed library collection descriptions • Collections and collecting patterns are described in comparable terms • Conspectus values are accessible nationally (and internationally) online or in paper format • Cooperative collecting or preservation policies can be developed using the Conspectus as an instrument to map collection strengths Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 5

Disadvantages of Conspectus method • A labour intensive method • A time consuming method • Based to a considerable extent on subjective judgments • Application of conspectus method requires conversion between classifications, e. g. to DDC; not all of the libraries' collections are classified in Library of Congress Classification or DDC • Conspectus categories and subjects may be unsatisfactory for certain subject areas – CCS is too detailed in some areas, and not sufficiently detailed in others Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 6

Conspectus method applied in Czechia • Discussion at the end of 1990 s • Translation of documents concerning the conspectus method • Serious doubts about its applicability for our national archival collection among Czech University libraries and other research and public libraries • In 2000 the National Library of the Czech Republic decided to carry out an evaluation of the strength of its collection in particular subject areas • The collections of NLCR have been divided in three main branches: National Archive Collection, Universal Library Collection, and Study Collection Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 7

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Conspectus Categorization Scheme Background materials/Basic documents WLN Conspectus Scheme Dewey Decimal Classification, Edition 21 (DDC 21) UDC-MRF Version 2002 Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 10

GUIDELINES FOR A COLLECTION DEVELOPMENT POLICY USING THE CONSPECTUS MODEL International Federation of Library Associations and Institutions Section on Acquisition and Collection Development 2001 Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 11

WLN Conspectus Scheme – 2 nd level Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 12

Dewey decimal classification and relative index / devised by Melvil Dewey. -- 21 th ed. / edited by Joan S. Mitchell. . . [et al. ]. - Albany : Forest Press, 1996. Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 13

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Comments on Conspectus categorization scheme • Is based on the shape of the North American Academic world from the middle of the 20 th century • The shape of the scholarly world has changed since then • The context of our country and the surrounding Central Europe is specific and different comparing with North America especially in subject domains such as – – – – Education Law Politics, politology European (small) languages, literatures History Auxiliar history sciences Juvenile literature Belles-lettres and literary criticism Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 15

Organization of information in Conspectus Categorization Scheme • In conspectus categorization scheme information are organized by discipline (like in DDC or UDC) • For example the topic “death” or documents containing information on death may appear in several conspectus categories, e. g. – – – – – 210 Philosophy and theory of religion 230 Christian theology, Christian doctrinal theology 296 Judaism 297 Islam 393 Death customs 122 -129 Special metaphysics 346 Private law 612 Human physiology 616 Diseases. Clinical medicine Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 16

Conspectus Categorization Scheme used in Czechia • Library resources are divided into 24 broad subject divisions • Within these divisions subject is further divided into 584 conspectus categories • And then into conspectus subjects – subject controlled terms – 31165 (topical terms – czenas) • Original conspectus is based on LCC, DDC • UDC widelly used among Czech libraries • Concordances between UDC-DDC necessary Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 17

Conspectus Divisions - the first hierarchical level • Original WLN conspectus categorization scheme recomended by IFLA is respected • The main objective of the first level is to provide an overview of library collections from subject´s viewpoint • Among the libraries of the same type, e. g. National libraries of Central Europe, research libraries in humanities etc. • The Conspectus divisions are not tied to any universal classification scheme: it is not possible because the traditional classifications like ddc or udc are decimal; the whole knowledge is organized in ten main classes Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 18

First level of Conspectus Categorization scheme • • • 1. Anthropology 2. Biological sciences 3. Performing Arts 4. Business and economics 5. Philosophy and religion 6. Physical sciences 7. Geography and earth sciences 8. History and auxiliary sciences 9. Music 10. Chemistry 11. Language, linguistics and literature • 12. Library science, generalities and references Marie Balikova • • • 13. Mathematics 14. Medicine 15. Political science 16. Law 17. Psychology 18. Sociology 19. Engineering and technology 20. Physical education and recreation 21. Art and architecture 22. Education 23. Computer sciences 24. Agriculture Dewey Translators Meeting, IFLA Milano 2009 19

Differences between Conspectus Scheme, DDC and UDC at the first hierarchical level • Conspectus divisions structure - 24 main subject categories - are more convenient for an inexperienced user; the important disciplines are enumerated at the first hierarchical level, e. g. medicine, chemistry, mathematics • One Conspectus division contains data originating from various main classes of DDC/UDC, e. g. Conspectus division “Business and economics” contains data from class 300/3 – Social sciences and 600/6 Technology • In DDC and UDC classifications, philosophy and psychology are included in one main class, the religion is located in a separate main class (2), In Conspectus scheme, the religion and the philosophy are together in one division, the psychology forms a separate main division • Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 20

Division 4 „Business and economics“ contains data from class 300/3 – Social sciences and 600/6 Technology Division 5 „Philosophy and religion - are together in one division Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 21

Conspectus Categorization Scheme - principles of mapping A decision has been accepted • The first level must stay unchanged • At the second level all necessary information must be included • The third level is created by systems of controlled terms used in Czechia • In the institutions that are responsible for subject analysis in their discipline, e. g. • National Technical Library for techniques, technology and related subjects, • National Library of Medicine for medicine and related topics, • NLCR responsible for universal controlled system called CZENAS Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 22

DDC UDC • Universal system • Hierarchical structure • Ten mutuall exclusive main classes • More supported • Relative Index Yes • More enumerative • Less meaningful notation • Less faceted • Less flexible Marie Balikova • Universal system • Hierarchical structure • Ten mutuall exclusive main classes, Class 4 is vacant • Less supported • Relative Index NO • Less enumeratitve • More meaningful notattion • More faceted • More flexible Dewey Translators Meeting, IFLA Milano 2009 23

DDC UDC • Notation: pure and simple notation of Arabic numerals treated like decimal fractions • Convention of the minimum of three digits • Dot – punctuation sign - before the fourth digit • Less meaningful notation • Span of numbers – centered headings Marie Balikova • Notation: based on Arabic numerals plus other common symbols, arranged as decimal fractions • Dot – punctuation sign - after the third digit • More meaningful notattion • Span of numbers Dewey Translators Meeting, IFLA Milano 2009 24

Facet Indicators in UDC 1 • + / : used to combine separate numbers • Ex. : 622+669 Mining and metallurgy • 592/599 Systematic zoology (equivalent to 592+593. . . +599) • 17: 7 Ethics in relation to art • = language • =111(02. 053. 2). . . English language works - children`s books - subject arrangement • Common auxiliaries – (0…) common forms • (054)(44) French newspapers – (1/9) place • (73)339. 5. 053 USA - trade balance – (=…) ethnic groupings and/or nationality • (73)339. 5. 053 USA - trade balance – “…” time • "04/14" The 5 th to 15 th centuries (the Middle Ages) – -0 commonly recurring concepts -02 Properties, -03 Materials, -04 Activities, -05 Persons • -037. 52 Artificial mineral fibres. Glass fibres. Ceramic fibres • 347. 96 -055. 2 Female lawyers Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 25

Facet Indicators in UDC 2 • special auxiliaries -1/-9 – Literary forms in class 82 – Literature – 82 -13 Epic poems – Characteristics and details of machines, equipment, plant, processes and products in class 62 • 62 -112 Machines according to type of construction . 03 Styles in Class 7 – 7. 031 Prehistoric art ' Alloys in Metallurgy, 669. 35'5'6 – Copper-zinc-tin alloys (combining 3 separate numbers) The ability to join two (or more) numbers together to create a compound notation Many compound concepts do not appear in the schedules, except as “Examples of combination” Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 26

UDC – DDC mapping Main principles: • To establish a connection between DDC Conspectus Category and UDC Conspectus Category • It means that only Conspectus Categories are mapped • Subject headings and classification numbers entered in individual BIB records are not mapped • The mapping is carried out in one direction only, from the UDC to the DDC Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 27

2 nd hierarchical level of Conspectus Scheme • All mappings between DDC and UDC were realized at this level only • Our intention was to create such a mapping tool which enables both • To compare library collections at institutional, national and – regarding Conspectus Scheme – international level as well • To create such an organizing tool which is able to meet all (almost all) criteria of Czech libraries of all types Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 28

DDC in Czech Conspectus scheme • To adapt the captions of the system to general endusers • To support end-users understanding and web browsing, e. G. • To add the name of a discipline when the DDC caption is not “complete” Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 29

Different point of view on European history and philosophy, unusual for Europeans Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 30

More Conspectus categories 1 • Subject areas heavily represented in Czech environment and missing in DDC Conspectus scheme are included in Czech Conspectus scheme, e. g Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 31

More Conspectus categories 2 Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 32

Where is the Conspectus categorization scheme applied The most important characteristic of the conspectus scheme - access to information resources through content characteristics - was used when creating and developing The subject-oriented universal gateway (UIG – uniform information gateway), Subject information gateways (KIV /library and information science/, MUS, TECH, ART) and Topic map of the Czech National Library Collection Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 33

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Topic map of library collections • Can serve as an user friendly subject access for inexperienced library users and for those who prefer to get information on documents location directly and without the use of library catalogue. • The main objective is to provide high quality services and improve information sharing. Topic map presents subject information in a systematic way and helps patrons use the portal trough a simple interface. • In order to achieve this navigation and search function information resources are connected to the topics through the Conspectus categories data entered in bibliographic records. Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 37

Conspectus categories can be displayed: without DDC notations according to DDC notations Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 38

According to DDC notations Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 39

In alphabetical order Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 40

Search term: Albatros = name of publishing house Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 41

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Search is limited to the Czech production Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 43

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Authority record of Conspectus Division Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 46

Authority record of Conspectus Category Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 47

Index of Conspectus Categories applied in BIB records Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 48

Navigation by Conspectus Categories Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 49

Conspectus Categorization Scheme Is not an ideal tool, but it is a very powerful and flexible tool which can be • Used for organization of heterogenous information resources • It can improve subject access • It can serve as navigation tool • It can serve as crosswalk between two widely used classification schemes DDC and UDC Marie Balikova Dewey Translators Meeting, IFLA Milano 2009 50