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A Metadata Application Profile
for KOS Vocabulary Registries
Marcia Lei Zeng
Kent State University, USA
Maja Žumer
University of Ljubljana, Slovenia
ISKO UK Biennial Conference : Knowledge
Organization – pushing the boundaries
July 8-9, London, UK
Outline
1. Background
2. Developing the KOS Application Profile
– 2.1 Use Scenarios
– 2.2 The Conceptual Model
• A model built based on the characteristics of the KOS resources
• Main entities of the KOS-AP conceptual model
• Basic relationships between Work, Expression, and Manifestation
• Basic and extended relationships between entities of the same
type
– 2.3 Core elements
3. Discussion of Some Issues
4. Conclusion
1. Background
• at a minimal level
– hold scheme information
– list, describe, identify, and point to sets of KOS and other
types of vocabularies available for use in information
systems and services
• at a higher level
– hold the member terms, classes, concepts, and
relationships contained in a vocabulary (either
monolingual or multilingual)
-- based on several UKOLN studies, TRSS
project, etc.
Terminology Registries
Registry
KOS resources
Services
Terminology registries and services
The need for describing and accessing KOS resources
Microdata for individual Website
aggregators
Efforts of the NKOS Community
NKOS efforts for developing the specification of the minimum (core)
set of data elements to be used to describe structured vocabularies in
a KOS registry since 1998:
• NKOS Registry – Draft Set of Thesaurus Attributes of 1998 (NKOS,
1998)
• Dublin Core (DC)-based NKOS Registry – Reference document for
data elements of 2001 (Vizine-Goetz, 2001)
• JISC Terminology Registry Scoping Study (TRSS) report (Golub and
Tudhope, 2008)
• DCMI-NKOS Application Profile Task Group established in 2009
(Zeng & Hodge, 2011)
– developing a Dublin Core application profile for describing
and accessing KOS resources (KOS-AP) since 2009
1. Background
2. Developing the KOS Application Profile
2.1 Use Scenarios
• The owner(s)/creator(s) of a KOS:
• publish, share, and allow reuse and mapping of their
product(s);
• expose the KOS product(s)
• Other KOS developers
• reuse a KOS;
• get an example of good practice.
• They may create derivative works based on an
existing KOS.
• Information retrieval system (IRS) developers
• reuse, implement, and evaluate a KOS,
• apply a KOS to a collection to support
searching and/or navigation.
• End users and researchers
• may be involved in terminology-related research and
exploration within a subject domain
• evaluate, align, or compare KOS resources
• A model built based on the
characteristics of the KOS resources
– The continuity of KOS works
– The diversity of the ‘family’ members
– The shared authorship
– The complexity of relations among KOS
resources
– Tendency towards micro-level management
2. Developing the KOS Application Profile
2.2 The Conceptual Model
towards micro-level management
Spanish
A14
Hebrew
A14
French
DDC 22
German
DDC 22
Italian
DDC 22 Swedish
Mixed
DDC 22
Vietna
mese
A14
French
A14
200
Religion
Class
Guide
(French)
DDC 22
A14
DDC
Sach-
gruppen
(German)
DDC
Summ
aries
Afrikaans
Arabic
Chinese
French
German
Norwegian
Portuguese
Russian
Scots
Gaelic
Spanish
Swedish
continuity, diversity, shared authorship, complexity …
Image based on: Mitchell, Zeng, and Žumer, 2011.
Spanish
A14
Hebrew
A14
French
DDC 22
German
DDC 22
Italian
DDC 22 Swedish
Mixed
DDC 22
Vietna
mese
A14
French
A14
200
Religion
Class
Guide
(French)
DDC 22
A14
DDC
Sach-
gruppen
(German)
DDC
Summ
aries
Afrikaans
Arabic
Chinese
French
German
Norwegian
Portuguese
Russian
Scots
Gaelic
Spanish
Swedish
continuity, diversity, shared authorship, complexity …
towards micro-level management
The dynamic and complex
characteristics of KOS require a
multi-layered model to present the
complex relationships among KOS
resources.
A proposed
domain model
for KOS
Resource
Description and
Access
Using ASIS&T Thesaurus as an example
W
E
M
Work
Expres
sion
The Entities and Relationships
manifes-
tations
Relationships
between entities
Images from: http://gilleain.blogspot.com/2012/05/general-graph-layout-putting-parts.html
 of different types
 W-E, E-M
 of the same type
 W-W, E-E
(E) realizes (W)
(M) embodies (E)
dct:relation
• based on
• part of
• other relation
Work, Expression, and Manifestation
Relation Sub-types (1)
Relation Sub-types (2)
3. Core Elements
Additional elements
Classification as work Edition as work
W
E
M
embodied in
Image from Žumer, Zeng, and Mitchell, 2012 17
3. Discussion of Some Issues
What is the basic work when we try to describe the
various products of DDC22?
2. In the current
information environment
where KOS editions are
disappearing, does it
make sense to declare a
particular edition a work?
http://www.getty.edu/vow/AATFullDisplay?fin
d=calligraphy&logic=AND&note=&english=N&
prev_page=1&subjectid=300022456
Source: http://id.loc.gov/authorities/subjects/sh2007006251.html
The Library of Congress > Linked Data Service
> LC Subject Headings
2. In the current
information environment
where KOS editions are
disappearing, does it
make sense to declare a
particular edition a work?
4. Conclusion
• It is real: a Dublin Core Application Profile for KOS
Resources (KOS-AP) developed by a DCMI Task Group is
developed and will ask for comments soon.
• It is useful: in addition to general uses, it is essential for
Linked Data, which success depends heavily on using,
sharing, and interlinking of standardized value
vocabularies.
• It is applicable: for
– KOS registries
– Microdata of individual KOS websites
– Other types of resources (frequently updated, translated,
and derived handbooks, technical manuals, and schemas)
For more information
• DCMI NKOS Task Group Wiki site
http://wiki.dublincore.org/index.php/DCMI_NKOS_Task_Group
– KOS AP Worksheet. (Last updated March, 2013)
http://wiki.dublincore.org/index.php/NKOS_AP_Work
sheet
– Core Elements. (Last updated March 2013)
http://wiki.dublincore.org/index.php/Core_Elements
– KOS example
http://wiki.dublincore.org/index.php/KOS_example
– NKOS Vocabularies
http://wiki.dublincore.org/index.php/NKOS_Vocabula
ries
References
• Functional Requirements for Subject Authority Data, A Conceptual Model (FRSAD). (2011). IFLA Working Group on
Functional Requirements for Subject Authority Records (FRSAR). Eds. Zeng, Marcia L, Maja Zumer, and Athena
Salaba. Berlin/Munich: De Gruyter Saur.
• Functional Requirements for Bibliographic Records - Final Report. (1998). IFLA Study Group on the Functional
Requirements for Bibliographic Records (FRBR). Munich: K.G. Saur.
• Golub, Koraljka and Tudhope, Douglas. (2008). JISC Terminology Registry Scoping Study (TRSS) report.
http://www.jisc.ac.uk/media/documents/programmes/sharedservices/trss-report-final.pdf
• Mitchell, Joan S., Marcia Lei Zeng, and Maja Žumer. 2011. Extending Models for Controlled Vocabularies to
Classification Systems: Modeling DDC with FRSAD. International UDC Seminar 2011, Classification & Ontology,
The Hague, The Netherlands, Sept. 19-20, 2011.
http://www.udcds.com/seminar/2011/media/slides/UDCSeminar2011_Mitchell_Zeng_Zumer.pdf
• NKOS Registry – Draft Set of Thesaurus Attributes. (Last modified July 30, 1998).
http://nkos.slis.kent.edu/Thesaurus_Registry.html.
• Vizine-Goetz, D. (2001). Networked Knowledge Organization Systems (NKOS) Registry: Reference document for
data elements. http://nkos.slis.kent.edu/registry3.htm &
http://staff.oclc.org/~vizine/NKOS/Thesaurus_Registry_version3_rev.htm
• Zeng, Marcia Lei and Gail Hodge. (2011) Developing a Dublin Core Application Profile for the Knowledge
Organization Systems (KOS) Resources. Bulletin of the American Society for Information Science and Technology,
37(4):30-34. http://www.asis.org/Bulletin/Apr-11/AprMay11_Zeng_Hodge.html
• Žumer, Maja, Marcia Lei Zeng, and Joan S. Mitchell. (2012). FRBRizing KOS relationships: Applying the FRBR model
to versions of the DDC. In: Categories, Contexts and Relations in Knowledge Organization. Proceedings of the
Twelfth International ISKO Conference, 6-9 August 2012, Mysore, India. 191-194.
• Žumer, Maja, Marcia Lei Zeng, and Marjorie MK Hlava. (2012). A Domain model for describing and accessing KOS
resources: Report of processes in developing a KOS description metadata application profile. In: Metadata for
Meeting Global Challenges. Proceedings of the 2012 International Conference on Dublin Core and Metadata
Applications, Kuching, Sarawak, Malaysia, Sept. 3-7, 2012http://dcpapers.dublincore.org/pubs/article/view/3656
KOS References
• Art & Architecture Thesaurus. (1994). Second Edition. Edited by Toni
Petersen. New York: Oxford University Press.
• Art & Architecture Thesaurus® Online. (1998-). Los Angeles, Calif. : J.
Paul Getty Trust. Retrieved June 24, 2013, from
http://www.getty.edu/research/tools/vocabularies/aat/index.html
• ASIS&T Thesaurus of Information Science, Technology, and
Librarianship. (2005). Third Edition. Edited by Alice Redmond-Neal
and Marjorie M. K. Hlava. Information Today, Inc.
• Dewey Decimal Classification and Relative Index. Ed. 22. (2003).
Melvil Dewey. Edited by Joan S Mitchell et al. Dublin, Ohio: OCLC.
• Library of Congress Subject Headings. Linked Data version based on
Edition 32. (2008?-). Washington, D.C.: Library of Congress.
Available from LC Linked Data Service: Authorities and Vocabularies
(id.loc.gov).
Acknowledgement
Other DCMI-NKOS Task Group Members
• Gail Hodge, International Associates, Inc. (IIa),
• Marjie Hlava, Access Innovations, Inc.
• Joseph Busch, Taxonomy Strategies
• Diane Vizine-Goetz, OCLC Research, USA
• Doug Tudhope, University of Glamorgan, UK
• Traugott Koch, [former] Max Planck Digital
Library, Germany
• & others who are active in NKOS activities.

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A Metadata Application Profile for KOS Vocabulary Registries (KOS-AP)

  • 1. A Metadata Application Profile for KOS Vocabulary Registries Marcia Lei Zeng Kent State University, USA Maja Žumer University of Ljubljana, Slovenia ISKO UK Biennial Conference : Knowledge Organization – pushing the boundaries July 8-9, London, UK
  • 2. Outline 1. Background 2. Developing the KOS Application Profile – 2.1 Use Scenarios – 2.2 The Conceptual Model • A model built based on the characteristics of the KOS resources • Main entities of the KOS-AP conceptual model • Basic relationships between Work, Expression, and Manifestation • Basic and extended relationships between entities of the same type – 2.3 Core elements 3. Discussion of Some Issues 4. Conclusion
  • 3. 1. Background • at a minimal level – hold scheme information – list, describe, identify, and point to sets of KOS and other types of vocabularies available for use in information systems and services • at a higher level – hold the member terms, classes, concepts, and relationships contained in a vocabulary (either monolingual or multilingual) -- based on several UKOLN studies, TRSS project, etc. Terminology Registries
  • 4. Registry KOS resources Services Terminology registries and services The need for describing and accessing KOS resources Microdata for individual Website aggregators
  • 5. Efforts of the NKOS Community NKOS efforts for developing the specification of the minimum (core) set of data elements to be used to describe structured vocabularies in a KOS registry since 1998: • NKOS Registry – Draft Set of Thesaurus Attributes of 1998 (NKOS, 1998) • Dublin Core (DC)-based NKOS Registry – Reference document for data elements of 2001 (Vizine-Goetz, 2001) • JISC Terminology Registry Scoping Study (TRSS) report (Golub and Tudhope, 2008) • DCMI-NKOS Application Profile Task Group established in 2009 (Zeng & Hodge, 2011) – developing a Dublin Core application profile for describing and accessing KOS resources (KOS-AP) since 2009 1. Background
  • 6. 2. Developing the KOS Application Profile 2.1 Use Scenarios • The owner(s)/creator(s) of a KOS: • publish, share, and allow reuse and mapping of their product(s); • expose the KOS product(s) • Other KOS developers • reuse a KOS; • get an example of good practice. • They may create derivative works based on an existing KOS. • Information retrieval system (IRS) developers • reuse, implement, and evaluate a KOS, • apply a KOS to a collection to support searching and/or navigation. • End users and researchers • may be involved in terminology-related research and exploration within a subject domain • evaluate, align, or compare KOS resources
  • 7. • A model built based on the characteristics of the KOS resources – The continuity of KOS works – The diversity of the ‘family’ members – The shared authorship – The complexity of relations among KOS resources – Tendency towards micro-level management 2. Developing the KOS Application Profile 2.2 The Conceptual Model
  • 8. towards micro-level management Spanish A14 Hebrew A14 French DDC 22 German DDC 22 Italian DDC 22 Swedish Mixed DDC 22 Vietna mese A14 French A14 200 Religion Class Guide (French) DDC 22 A14 DDC Sach- gruppen (German) DDC Summ aries Afrikaans Arabic Chinese French German Norwegian Portuguese Russian Scots Gaelic Spanish Swedish continuity, diversity, shared authorship, complexity … Image based on: Mitchell, Zeng, and Žumer, 2011.
  • 9. Spanish A14 Hebrew A14 French DDC 22 German DDC 22 Italian DDC 22 Swedish Mixed DDC 22 Vietna mese A14 French A14 200 Religion Class Guide (French) DDC 22 A14 DDC Sach- gruppen (German) DDC Summ aries Afrikaans Arabic Chinese French German Norwegian Portuguese Russian Scots Gaelic Spanish Swedish continuity, diversity, shared authorship, complexity … towards micro-level management The dynamic and complex characteristics of KOS require a multi-layered model to present the complex relationships among KOS resources.
  • 10. A proposed domain model for KOS Resource Description and Access
  • 11. Using ASIS&T Thesaurus as an example W E M Work Expres sion The Entities and Relationships manifes- tations
  • 12. Relationships between entities Images from: http://gilleain.blogspot.com/2012/05/general-graph-layout-putting-parts.html  of different types  W-E, E-M  of the same type  W-W, E-E (E) realizes (W) (M) embodies (E) dct:relation • based on • part of • other relation Work, Expression, and Manifestation
  • 17. Classification as work Edition as work W E M embodied in Image from Žumer, Zeng, and Mitchell, 2012 17 3. Discussion of Some Issues What is the basic work when we try to describe the various products of DDC22?
  • 18. 2. In the current information environment where KOS editions are disappearing, does it make sense to declare a particular edition a work? http://www.getty.edu/vow/AATFullDisplay?fin d=calligraphy&logic=AND&note=&english=N& prev_page=1&subjectid=300022456
  • 19. Source: http://id.loc.gov/authorities/subjects/sh2007006251.html The Library of Congress > Linked Data Service > LC Subject Headings 2. In the current information environment where KOS editions are disappearing, does it make sense to declare a particular edition a work?
  • 20. 4. Conclusion • It is real: a Dublin Core Application Profile for KOS Resources (KOS-AP) developed by a DCMI Task Group is developed and will ask for comments soon. • It is useful: in addition to general uses, it is essential for Linked Data, which success depends heavily on using, sharing, and interlinking of standardized value vocabularies. • It is applicable: for – KOS registries – Microdata of individual KOS websites – Other types of resources (frequently updated, translated, and derived handbooks, technical manuals, and schemas)
  • 21. For more information • DCMI NKOS Task Group Wiki site http://wiki.dublincore.org/index.php/DCMI_NKOS_Task_Group – KOS AP Worksheet. (Last updated March, 2013) http://wiki.dublincore.org/index.php/NKOS_AP_Work sheet – Core Elements. (Last updated March 2013) http://wiki.dublincore.org/index.php/Core_Elements – KOS example http://wiki.dublincore.org/index.php/KOS_example – NKOS Vocabularies http://wiki.dublincore.org/index.php/NKOS_Vocabula ries
  • 22. References • Functional Requirements for Subject Authority Data, A Conceptual Model (FRSAD). (2011). IFLA Working Group on Functional Requirements for Subject Authority Records (FRSAR). Eds. Zeng, Marcia L, Maja Zumer, and Athena Salaba. Berlin/Munich: De Gruyter Saur. • Functional Requirements for Bibliographic Records - Final Report. (1998). IFLA Study Group on the Functional Requirements for Bibliographic Records (FRBR). Munich: K.G. Saur. • Golub, Koraljka and Tudhope, Douglas. (2008). JISC Terminology Registry Scoping Study (TRSS) report. http://www.jisc.ac.uk/media/documents/programmes/sharedservices/trss-report-final.pdf • Mitchell, Joan S., Marcia Lei Zeng, and Maja Žumer. 2011. Extending Models for Controlled Vocabularies to Classification Systems: Modeling DDC with FRSAD. International UDC Seminar 2011, Classification & Ontology, The Hague, The Netherlands, Sept. 19-20, 2011. http://www.udcds.com/seminar/2011/media/slides/UDCSeminar2011_Mitchell_Zeng_Zumer.pdf • NKOS Registry – Draft Set of Thesaurus Attributes. (Last modified July 30, 1998). http://nkos.slis.kent.edu/Thesaurus_Registry.html. • Vizine-Goetz, D. (2001). Networked Knowledge Organization Systems (NKOS) Registry: Reference document for data elements. http://nkos.slis.kent.edu/registry3.htm & http://staff.oclc.org/~vizine/NKOS/Thesaurus_Registry_version3_rev.htm • Zeng, Marcia Lei and Gail Hodge. (2011) Developing a Dublin Core Application Profile for the Knowledge Organization Systems (KOS) Resources. Bulletin of the American Society for Information Science and Technology, 37(4):30-34. http://www.asis.org/Bulletin/Apr-11/AprMay11_Zeng_Hodge.html • Žumer, Maja, Marcia Lei Zeng, and Joan S. Mitchell. (2012). FRBRizing KOS relationships: Applying the FRBR model to versions of the DDC. In: Categories, Contexts and Relations in Knowledge Organization. Proceedings of the Twelfth International ISKO Conference, 6-9 August 2012, Mysore, India. 191-194. • Žumer, Maja, Marcia Lei Zeng, and Marjorie MK Hlava. (2012). A Domain model for describing and accessing KOS resources: Report of processes in developing a KOS description metadata application profile. In: Metadata for Meeting Global Challenges. Proceedings of the 2012 International Conference on Dublin Core and Metadata Applications, Kuching, Sarawak, Malaysia, Sept. 3-7, 2012http://dcpapers.dublincore.org/pubs/article/view/3656
  • 23. KOS References • Art & Architecture Thesaurus. (1994). Second Edition. Edited by Toni Petersen. New York: Oxford University Press. • Art & Architecture Thesaurus® Online. (1998-). Los Angeles, Calif. : J. Paul Getty Trust. Retrieved June 24, 2013, from http://www.getty.edu/research/tools/vocabularies/aat/index.html • ASIS&T Thesaurus of Information Science, Technology, and Librarianship. (2005). Third Edition. Edited by Alice Redmond-Neal and Marjorie M. K. Hlava. Information Today, Inc. • Dewey Decimal Classification and Relative Index. Ed. 22. (2003). Melvil Dewey. Edited by Joan S Mitchell et al. Dublin, Ohio: OCLC. • Library of Congress Subject Headings. Linked Data version based on Edition 32. (2008?-). Washington, D.C.: Library of Congress. Available from LC Linked Data Service: Authorities and Vocabularies (id.loc.gov).
  • 24. Acknowledgement Other DCMI-NKOS Task Group Members • Gail Hodge, International Associates, Inc. (IIa), • Marjie Hlava, Access Innovations, Inc. • Joseph Busch, Taxonomy Strategies • Diane Vizine-Goetz, OCLC Research, USA • Doug Tudhope, University of Glamorgan, UK • Traugott Koch, [former] Max Planck Digital Library, Germany • & others who are active in NKOS activities.

Editor's Notes

  • #9: Within the print-based world, new versions of a scheme may be regularly released. From the same ‘root’ system (e.g., Dewey Decimal Classification (DDC) versions may ‘grow’ and further extend the original (e.g., abridged and extended versions, translations). Mitchell, Joan S., Marcia Lei Zeng, and Maja  Žumer. 2011. Extending Models for Controlled Vocabularies to Classification Systems:  ModelingDDC with FRSAD. Paper presented at the International UDC Seminar 2011, Classification & Ontology, The Hague, The Netherlands, Sept. 19-20, 2011. Presentation PPT
  • #10: Within the print-based world, new versions of a scheme may be regularly released. From the same ‘root’ system (e.g., Dewey Decimal Classification (DDC) versions may ‘grow’ and further extend the original (e.g., abridged and extended versions, translations).
  • #11: All of these dynamic and complex characteristics call for a multi-layered model to present the complex attributes of KOS recourses and the relationships among them.
  • #12: Modelling KOS with FRBR-- A case of ASIS&T ThesaurusThe Entities and Relationshipsthe thesaurus as a whole is a work (“W”)different versions (such as Version 1994 in English, Version 2005 in English, Version 2012 in French) are different expressions of this work (“E”)the printed edition of the 2010 English version and the SKOS Linked Data representation of the same version, are examples of manifestations (“M”).
  • #18: Extending Models for Controlled Vocabularies to Classification Systems:ModellingDDC with FRSAD