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Controlled Vocabulary & Thesaurus Design

This resource provides guidelines for designing controlled vocabularies and thesauri, including font and capitalization, indentation conventions, and order of relationships. It includes examples for alphabetical, hierarchical, and visual displays.

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Controlled Vocabulary & Thesaurus Design

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  1. Controlled Vocabulary & Thesaurus Design Display & Navigation

  2. General Text Guidelines • Font and capitalization • Bold or all caps for preferred terms • Italics or lower case for non-preferred terms • Indentation conventions • Order of relationships • (e.g. BT, then NT, then RT), or by facet • Be consistent! Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  3. TERM SN Scope note BT Parent term NT Child term/s RT Related term/s UF Non-preferred term/s Non-preferred term USE TERM Standard Term Record Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  4. Term Record Example 1 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  5. Term Record Example 2a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  6. Term Record Example 2b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  7. Term Record Example 2c Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  8. Displays: Alphabetical • Similar to a back-of-the-book index • Alphabetical list of all preferred terms • Can also list non-preferred terms, with USE pointers to preferred terms Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  9. Alphabetical Example 1a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  10. Alphabetical Example 1b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  11. Alphabetical Example 2a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  12. Alphabetical Example 2b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  13. Alphabetical Example 2c Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  14. Displays: Hierarchical • Display terms within the context of the hierarchy • Category lists that can be drilled into • Starting at the top and listing all children • Typically lists only preferred terms, no non-preferred TESTING. Aerospace testing. . Aircraft testing. Electronic equipment testing. . Circuit testing. . . Integrated circuit testing. . . Printed circuit testing Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  15. Hierarchical Example 1a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  16. Hierarchical Example 1b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  17. Hierarchical Example 2 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  18. Hierarchical Example 3a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  19. Hierarchical Example 3b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  20. Hierarchical Example 3c Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  21. Hierarchical Example 3d Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  22. Hierarchical Example 4a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  23. Hierarchical Example 4b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  24. Displays: Visual • Some visual organization of the terms via their relationships • Tree graphs - family tree • Topic maps - clouds of terms • Difficult to implement well • Good for visual users! Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  25. Visual Example 1 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  26. Visual Example 2 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  27. Visual Example 3 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  28. Visual Example 4a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  29. Visual Example 4b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  30. Displays: Systematic • A systematic view is some combination of views to allow multiple means of access • The best of all worlds! Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  31. Systematic Example 1 Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  32. Systematic Example 2a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  33. Systematic Example 2b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  34. Systematic Example 2c Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  35. Systematic Example 3a Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  36. Systematic Example 3b Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  37. Systematic Example 3c Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  38. Displays: Permuted Index • Separate listing for every word in every term with pointers to the full compound term • Twist on the alphabetical display • Mainly used for compound terms • Typically part of a systematic display • Serves as an index to the thesaurus Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  39. Permuted Index Example Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  40. Permuted Index Example Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  41. Keyword in Context Example Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  42. Keyword in Context Example Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  43. User/Indexer Views • A CV is layered over the data • Potentially a user does not need to see the CV guts • The indexer may need to see more of the admin info than the user • How can both be accommodated? User Interface Controlled Vocab Data & Structure Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  44. User/Indexer View Example Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  45. User View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  46. User View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  47. User View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  48. User View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  49. User/Indexer View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

  50. Index View Developed by the Association of Library Collections & Technical Services and Library of Congress’s Cataloger’s Learning Workshop

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