Cataloging rules, Michael Gorman, memories ….

I’ve been working quite a lot lately with RDA, and that also means working with AACR2. (A paper called “Bibliocentrism Revisited” was presented at the 3rd Milwaukee Conference on Ethics in Knowledge Organization; it will appear in print in Knowledge Organization later this year. I also have just taught music cataloging entirely with RDA, which was an experience, all the while rewriting Describing Music Materials, which will appear in a 4th edition conformed to RDA soon, I hope.)

Somewhere along the line one of those helpful boxes on the right of a search screen showed me an autobiographical work by Michael Gorman, Broken Pieces: A Library Life, 1941-1978. I was looking for something to read on a short trip so I ordered a copy (ALA Editions, 2011). I was surprised I hadn’t heard about the book before.

I worked for Michael Gorman at the University of Illinois at Urbana-Champaign Libraries in the late 1970s and early 1980s. I was then head of music cataloging, which at various times was a department of the music library or a division of technical services (long story for my autobiography!). I remember early in our acquaintance, we met at a social event in town and chatted briefly about cataloging rules, because he was then finishing AACR2 and I was then becoming more active in CC:DA, the ALA committee that in those days was responsible for the ALA position on catalog code revision. I remember he told me he had a copy of the draft I could read through, and I remember that I did read through it and was startled at all of the uproar about basically nothing.

I also remember that when the Library of Congress decided not to implement AACR2 for awhile (3 years eventually), he decided we would go ahead at UIUC. This was remarkably problematic for music cataloging, because rules for the construction of music uniform titles had changed, and rules for name headings had changed. It meant we had to recreate authority records for almost everything for awhile, because unlike book libraries where the imposition of old name headings helped ease the way, we had a smaller set of composer’s names for whom every record had to change and every work needed a new uniform title. Nobody else in the world was interpreting AACR2, and that meant we had to go it alone for rather awhile. And that meant our productivity plummeted. I do remember the pivotal meeting where this was discussed–I’ll save that story for my autobiography too.

At any rate Michael’s book is interesting. There is rather a lot of childhood and young adult narrative before he gets to the “library life” part. His stories about moving from England to Champaign-Urbana are fascinatingly funny. I was living there at t he time, of course, and remember it well. But then there is quite a lot of fascinating detail about his work in public libraries as a young man, and about the technology then in use in the 1960s and 1970s. His narrative about the development of AACR2 helped me fill in some gaps in my own memories. I had hoped for rather more about his time at Illinois, but then, this narrative ends in 1978, so perhaps that will be forthcoming.

We don’t often include descriptive cataloging when we talk about knowledge organization. On the face of it, descriptive cataloging is not obviously a part of conceptual ordering. But the resource description part of it is a form of knowledge representation, and the indexing function of ordering works by name headings is form of alphabetical classification. Names of “creators” form classes, within which the titles of “works” form divisions, and the representations of specific pubilcations grouped variously form subdivisions. Insofar as works are conceptual ideations, their ordering is a form of conceptual ordering.

It is in this phase that we can understand the importance of the argument that took place around the writing of AACR2 about what was called “main entry,” because it really was about how to name these classes. There is a long history of attribution of creativity to iconic names of creators (i.e.,”authors”). How to preserve that function without the mechanical superimposition of a name above a title transcription wasn’t clear at the time. Lubetzky was both right and wrong on this; the creator-title citation was critical to keep as the name of a class of works, but the Animal Farm-ish approach to which access point was more equal than the others was not. In this RDA has made a small step forward, by separating resource description from ordering of works.

Vanishing point

Recently our research group hosted the Third Milwaukee Conference on Ethics in Knowledge Organization. It was chock full of good things, and I’ll try to write about that later.

It was the occasion of the publication of our group’s second book Ontology for Knowledge Organization.

As part of the celebration we had a small “exhibit” of our two books (the other one was the 2012 Cultural Frames of Knowledge) and some example issues of Knowledge Organization together with some posters provided by Ergon Verlag.

Curiously, all of the example issues of KO and some of the “for-sale” copies of our new book vanished into thin air.

Posted June 16, 2015 by lazykoblog in Uncategorized

Who’s Afraid of Joe Tennis?

All of us in this business know how bruising it can be to get referee reports on our research papers. Even when the referees are gentle and helpful it still is embarrassing to discover the errors we’ve made in our texts. On the other hand, it’s a good thing they were found before publication. Of course, in double-blind peer review we are relying on the system for gate-keeping to make certain publications are original and rigorous and also that the research is replicable. That’s really the role of the referee.

Unfortunately, often referees produce really unpleasant reports. I know many of us have experienced this because we talk about it all the time at conferences and in the hallways at school. I really don’t know why referees find it necessary to be so rude, but it happens for sure. When I can, as editor, I edit the referee reports making healthy use of ellipses to leave out vitriol and just give the authors the critical commentary needed to revise the paper.

All of this is prelude, of course, for the most outrageous peer review I’ve ever received. Of course, I do not know who the referee was, although I suspect when I get done here, whoever it was, will recognize the points I’m going to make. Oh well, that’s why this is a blog ….

Clearly, whoever it was either knew who I was to begin with or sussed it out from the methodology and context. Let’s face it, in a small field like knowledge organization we all know each other well enough to recognize each other’s writing. And often we have the situation of being one of only two or three authors in an area, which leads to a lot of self-citation in order to cite the most relevant prior research. Be that as it may, whoever it was reads my editorials in Knowledge Organization–the ones that are simple bibliometric analyses. I have limited space of course, and I try to focus the editorial as commentary on the evolution of the domain. But I also deliberately state that I am just giving a few simple metrics. I always post my data files here, and encourage others to download those files and take the research further. So far as I know, nobody has ever done that.

But, please–here is what this anonymous blind reviewer wrote: “Two or three observations and we move on … or maybe there is really nothing more that can be said? … Are we supposed to do the analysis ourselves?”

Umm, yes, that would be the idea!

Okay, I took the point and extended the analysis into excruciating detail in the final version of the manuscript. But, yes, the idea of science is that we all work on the same problem sets to try to advance understanding! Please!

But, the title of this post comes from the best, which I’ve saved for last. I had quoted a paper that I believe will be seen as seminal by Joe Tennis (you know, author on subject ontogeny, knowledge organization domain analysis, ethics, etc., and current president of ISKO?). Not wanting to copy wholesale (because, that’s not what we do in science, is it?) I made reference to the article and cited one or two points. Here is how this referee indicated more detail would be useful: “but most of us … will
not necessarily have time to read Tennis.”


Well, I want to reply, “you’d better find the time!” For goodness sakes, people, this is why we have text referencing. If you haven’t read the paper being referred to, you are supposed to go do that!


Posted January 6, 2015 by lazykoblog in peer review, writing

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Boundary objects or Herding cats?

We have received some fascinating manuscripts for Knowledge Organization recently. Some of them come from outside KO but with a bent toward information, others come from disciplines completely apart from ours. All of them speak directly to our domain about the phenomena that comprise our science. All of them were problematic in peer-review.

If we are going to thrive as a science principally concerned with knowledge, then we must be open to learning what others have to teach us about our own phenomena. There is, I suppose, a fine line between accepting work that does not fit into our discussion because it fails to acknowledge our domain, on the one hand, and work that in essence contributes to our domain even if the authors have naively underrepresented their intersection with our domain. Was that diplomatic enough?

We have to show these authors where the intersections are, we have to point out the boundary objects. Then we have to suggest how the papers can be reconfigured to speak more cogently to our domain. It is, curiously, the realization of epistemology within our science. It is how we approach true interdisciplinarity.

And then we have to take it one step further by stopping ourselves from wandering off aimlessly or turning our backs on new ideas just because they did not spring from within a culture of classification. We have to reach across those boundaries and invite conversation. It is hard work, but it is essential for the advance of KO as a domain.

Posted September 14, 2014 by lazykoblog in epistemology, interdisciplinarity, Uncategorized

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A knowledge organization tipping point?

Knowledge organization the activity–that is to say, classification, indexing, metadata and systems for their use–has been around forever. Academic development of systems for taxonomy trace to Linnaeus in the 18th century, indexing traces often to Callimachus in the third century B.C., cataloging rules have various forbears from the early printers to the French Revolution to Panizzi, Jewett, and Cutter in the mid-19th century. The application of scientific method to the problems of knowledge organization, arguably dates from the second decade of the 20th century when the Graduate Library School at the University of Chicago was created specifically for that purpose. It is from this stream that the science of fat-cards, for example, yielded understanding of sampling from frames with unequal probabilities. And it was the application of that method to the problem of instantiation in the catalog that helped unravel the problem of disambiguation created by KOSs that did not comprehend the parameters of instantiation.

Knowledge organization the science, articulated by Dahlberg in the second half of the 20th century is fairly recent but seems to be thriving, according to all accounts, with growing international conferences and globalization. There has been some confusion over the terminology. Is information organization the same as knowledge organization? Some authors say they are the same, some say there are slight differences. It doesn’t help that a key monograph by Svenonius uses “information organization” as does a core textbook by Taylor and others. Here is one potential tipping point. We must insist on the use of the correct terminology. We receive manuscripts for publication in the journal Knowledge Organization, believe it or not, that use the term information organization. We change it in editing; always. We have to insist, however, in all of the academic areas in which knowledge organization is seen either as a subset or a neighboring discipline.

My research group changed its name this week to Knowledge Organization Research Group, or KOrg for short. I was amused at the opening day of school two weeks ago when, during a doctoral orientation luncheon (which usually involves the whole school), all of our doctoral students stood up and announced they were studying KO. This week I chuckled (or should I say “lol”) when I pulled up the ASIST program and say an entire panel labelled knowledge organization. Two small wins. Not yet a tipping point.

The other place where this sort of precision is critical is in our insistance that knowledge organization and knowledge management are not the same thing. They are not, and they must not be confused. ISKO conferences must be clear about why they accept papers on that other subject (I’m avoiding the keywords here). Knowledge Organization, despite our emails to indexers and my editorials, continues to be indexed as that other subject. We must intercede, if we want to reach the tipping point. In the meantime, we have been adding keywords to our articles to give the indexers hints. (We are not using author stipulated keywords, which amusingly rarely are precise or even applicable. Instead we run each text through a term frequency tool that shows us which keywords really are in the text.)


Svenonius, Elaine. 2000. The intellectual foundation of information organization. Cambridge, Mass.: MIT Press.

Taylor, Arlene G. and Daniel P. Joudrey. 2008. The organization of information. 3rd ed. Library and information science text series. Westport, Conn.: Libraries Unlimited.

Posted September 7, 2014 by lazykoblog in KO

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Journaling KO

I’ve been toying with WordStat™ software from Provalis Research again. It is very useful for the kind of qualitative analysis required in domain analysis. One valuable tool in the content analysis package is a KWIC index. Ancient students of KO will recognize that acronym for “Keyword-in-Context,” a kind of indexing once thought potentially fruitful. Here is an example including three “contexts” for the word “model” from ISKO 13’s proceedings.

A functional model of information retrieval systems
A reference ontology for biomedical informatics: the Foundational Model of Anatomy
Towards a Comprehensive Model of the Cognitive Process and the Mechanisms of Individual Sensemaking

As you see, it is very useful for comprehending the precise context of those big words that show up in the center of word clouds or the foreground of MDS plots.

However, the interesting thing I’ve just learned is that most of the presence of the term “information science” in our domain comes not from the keywords in research papers, but rather from the title of the third most cited journal in our domain JASIST (forgive me for not spelling out here, and using  that term again). Thus it is not that that term is a topic of critical interest, rather it is that as much as 20% of our research appears in a competing journal.

If our science is going to continue to thrive and grow, our authors need to stop sending their research to competing journals. Better a world in which our journal Knowledge Organization has to split into an A for ontology and a B for epistemology and a C for domain analysis, etc., than one in which the dispersion of our science hinders exploitative power and weakens the scientific structure of our domain.

Posted August 17, 2014 by lazykoblog in journals, KO

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The Core of Knowledge Organization

I famously wring my metaphorical hands about the number of authors who submit manuscripts to Knowledge Organization reporting research that is topically relevant, but showing absolutely no inculcation in the theories or values of the science of KO. Emotions range from demoralized to furious on these occasions. Fortunately, rational academic policies dictate manuscript acceptance, and in almost all cases we return these errant papers to the authors with instructions to go do their homework. Some of them do, happily.

I am in the midst of a domain analysis of the 75 papers presented at the recent ISKO International Conference in Krakow ( The complete results of that analysis will appear in an editorial in a future issue of KO. But the interesting thing I am seeing this time is that there is, indeed, a core of knowledge organization. Seventy-five papers, 1200-some citations, from 20 countries, citing over 400 journal articles, 300 books and 200 anthologies. And yet, most of the citations are to a tightly-knit intellectually coherent core of KO. Most journal citations by far (44%) are to Knowledge Organization, the majority of conference papers cited are in ISKO international conferences or regional chapter conferences, and the most-cited monographs are by Hjørland and Ranganathan.

It is good news, that there is such a strong and resilient and theoretically useful core of knowledge organization. The challenge, it seems, is to require those interloping into our topical areas to encounter our theoretical base.


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