Marie Balíková National Library of the Czech Republic Marie.Balikova@nkp.cz

1. MSAC Multilingual Subject Access to Catalogues of National Libraries (MSAC)Czech Republic’s collaboration with Croatia, Latvia, Lithuania, Macedonia, Slovakia, Slovenia Marie Balíková National Library of the Czech Republic Marie.Balikova@nkp.cz

2. introduction MSAC • the aim is to provide users with anauthorized indexing and retrieval tool for multilingual subject searching in online environment • the initiative is complying with the main goals currently defined by IFLA for the activity of Indexing and Classification Section: • Changing Roles of Subject Access Tools (Berlin) • Implementation and Adaptation of Global Tools for Subject Access to Local Needs (Buenos Aires) • Cataloguing and Subject Tools for Global Access: International Partnerships (Oslo) Marie Balíková Czech National Library

3. MSAC CZENAS - MSAC Czech National Subject Authority File/CZENAS • cooperative venture of three large libraries in Czechia: • National Library of the Czech Republic • Moravian Library in Brno • Research Library in Olomouc Multilingual Subject Access to Catalogues of National Libraries/MSAC • joined initiative of seven national libraries: • National and University Library, Zagreb, Croatia • National Library of the Czech Republic, Prague • National Library of Latvia, Riga • Martynas Mazvydas National Library of Lithuania, Vilnius • National and University Library St. Kliment Ohridski, Skopje, Macedonia • Slovak National Library in Martin, Slovakia • National and University Library, Ljubljana, Slovenia Marie Balíková Czech National Library

4. MSAC factors affecting subject indexing • the standardization of subject retrieval process and indexing and classification tools which • minimizesduplication of work in sharing information • supportsshared cataloguing process at national and international level • the possibility of interoperability among different indexing and classification schemes which consists in • intellectual mapping between terms in different controlled vocabularies • using a switching languageas an intermediary for moving among equivalent terms in different vocabularies, above all multilingual • the possibility to increase precision and recall trough Z39.50 protocol and its profiles and to apply authority control whenever possible – in all databases searched through, introducing the same subject search criteria both in remote and local databases Marie Balíková Czech National Library

5. MSAC multilingualism issue in online environment • is acomplex issue • users may want • to search a multilingual collection by using queries in one language or • to retrieve documents in a number of specific languages • to preferan interface in the language of their choice • solution: the users are provided with the language support they need • possible limits: • technologies • language skills of the staff • financial means Therefore, there have been only few attempts to create a multilingual subject access tool or to integrate already existing library systems in the area of multilingual subject access Marie Balíková Czech National Library

6. MSAC subject analysis process in online environment • to prefer post-coordinated indexing system • to simplify application syntaxin subject headings strings • to support conceptual compatibility of indexing formulas/preferred terms used in various indexing languages • to support harmonisation between various indexing languages • to support mapping between verbal terms and equivalent notations of classification scheme • to improve subject access for OPACs and forWeb resources Marie Balíková Czech National Library

7. MSAC UDC classification system in on-line environment can enhance subject access, because it • provides context to search terms • covers all subjects • improves subject access to large databases using sophisticated methods • enables language independent notations to be linked to search terms of various verbal  languages • enables other languages to be joined later without the need to classify the resources again • could serve as switching language,mapping mediator which ensures convertibility between information languages • supports very detailed expressions of complex subjects using a variety of common and special auxiliaries, specific symbols and punctuation • isflexible more than other universal classification schemes • indicates entities which occur in more than one domain (class) Marie Balíková Czech National Library

8. MSAC examples Heading water UDC  546.212 (inorganic chemistry) UDC556-032.2 (hydrology) UDC 628.1.03 (water management) Heading incest UDC  316.835.2 (sociology) UDC 343.542.5 (criminal law) UDC 616.89-008.442.38 (psychiatry) Marie Balíková Czech National Library

9. MSAC MSAC and UDC • UDC system proved to be the most suitable for creation of a multilingual common indexing tool • all the participating libraries used it, even if in different versions • in MSACis applied as an enumerative classification, functionality very similarto that of DDC • UDC numbers – single and complex (pre-combined) are treated as single numbers • present revisions of UDC - more faceted structure • frequent need to use combination of numbers like 821 Literature and 94 History • number 821 for literature has to be combined with the common auxiliary for language, e.g. 821.162.3 Czech literature • class number captions (descriptions) added to the retrieval system and available for search in theend-user interface – most effective and user-friendly • in MSAC system UDC class numbers are used alongside their descriptions Marie Balíková Czech National Library

10. MSAC examples • 602.44 -- biotransformation / biotransformace • 602.6 -- gene engineering / genové inženýrství • 602.6 -- genetic engineering / genetické inženýrství • 602.6 -- transgenosis / transgenoze • 602.641 -- viral vectors / virové vektory • 602.7 -- cloning / klonování • 604.4 -- secondary metabolites / sekundární metabolity • 604.6 -- genetically modified organisms / geneticky modifikované organismy • 608.1 -- bioethics / bioetika • 608.3 -- biological safety / biologická bezpečnost Marie Balíková Czech National Library

11. MSAC citation order / UDC MRF in electronic form Citation order • UDC facility to adapt the citation order to fit in with local requirements • international exchange of information demands consistency in building UDC class numbers • the same citation order should be adopted UDC MRF in electronic form • national language versions of UDC MRF in electronic form have not been prepared yet • the language equivalents of controlled terms created by participating libraries are being added to the Czech Subject Authority file Marie Balíková Czech National Library

12. MSAC Czech National Subject Authority File - CZENAS integrated indexing and retrieval tool in which verbal controlled terms are being linked to UDC equivalent notations • respecting IFLA recommendation - to consider possible relationships between subject authority records and classification • respecting LC practice topical authority file -thesaurus in which following kinds of relationships between terms are defined: • equivalence (expressed: USE) • hierarchy (expressed: BT-Broader term; NT-Narrower term) • association (expressed: RT-Related term) Czech authority file of topical terms - base for multilingual controlled vocabulary Marie Balíková Czech National Library

13. MSAC formats MSAC supports both UNIMARC and MARC 21 • UNIMARC: Croatia, Lithuania • Comarc (based on UNIMARC): Slovenia, Macedonia • MARC 21: Latvia, Slovakia, Czechia intention - to respect MARC formats as much as possible, but in view of specific needs identified, some extensions and corrections have to be introduced • fields for entering combinations of language variants and UDC notations extended by • subfield “b” (UDC equivalent notation) • subfield “c” (UDC qualifier) • UNIMARC - tag 450: subfields a, b, c • MARC 21 - tag 750: subfields a, b, c • MARC 21 Format for Authority had to be extended by special field 089 for entering UDC number Marie Balíková Czech National Library

14. MSAC English equivalents/approval process English equivalents of preferred terms, mostly LCSH terms are being chosen If LCSH equivalents are not found (LC terms being too broad), the reference sources like LC titles and subtitles file, encyclopedias, manuals, language vocabularies, www pages, full text databases are consulted. Approval process: The proposals of preferred terms linked to the UDC class numbers and English equivalents are being sent to the editorial staff for approval, then the approved authority records are entered via special programme procedure into the authority database. Marie Balíková Czech National Library

15. MSAC mapping process • is done intellectually • consists in establishing equivalents between the subject controlled terms used in indexing systems of participating libraries through a switching language • switching language: UDC notations based on UDC MRF and English equivalents • mapping links are defined between preferred terms represented by isolated lexical units only • subject headings strings as a whole are excluded, are not mapped • authority records as a whole are excluded, are not mapped • links are established only between topical main headings (main entries), UDC numbers and language equivalents Marie Balíková Czech National Library

16. MSAC combination of verbal expressions – UDC notations simple combination • one verbal expression is mapped to one simple UDC notation • painting / malířství – UDC 75 • oneverbal expression is mapped to one compound/complex UDC notation • medical law / medicínské právo – UDC 34:61 • history of law / právní dějiny – UDC 34(091) • Anglo-American law / angloamerické právo – UDC 34(410+73) complex combination • one verbal expression is mapped to multiple UDC notations • death/smrt – UDC equivalent 128 (metaphysics) • death/smrt – UDC equivalent 2-186 (theological anthropology) • death/smrt – UDC equivalent 233-186 (Hinduism) • death/smrt – UDC equivalent 393 (ethnography) • death/smrt – UDC equivalent 616-036.88 (medicine) • one UDC notation is mapped to multipleverbalexpressions • 34 -- law / právo * laws / zákony* legal aspects / právní aspekty * legal regulations / právní předpisy Marie Balíková Czech National Library

17. MSAC MSAC indexes Topical terms – Multilingual Topical terms – Czech Topical terms – English Topical terms – Croatian Topical terms – Latvian Topical terms – Lithuanian Topical terms – Macedonian Topical terms – Slovak Topical terms – Slovenian UDC Subject fields: Astronomy, Demography, Law, Politics, Sociology, Sport, Theater Marie Balíková Czech National Library

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22. MSAC MSAC – two phases phase 1: • development of Czech topical authority file • integration of language variants of participating libraries in Czech subject authority file phase 2: • combinations of UDC-natural languages and English expressions to be inserted into the special fields of respective bibliographic records of cooperating libraries • process: semiautomatic - intellectual checking of data • access via Z39.50 protocol or • small testing database (created at the NL CR) • after accomplishing the procedure of authorization and authentication users are offered • access via one single interface in the UIG • both Czech and English interfaces and both Czech and English languages for searching Marie Balíková Czech National Library

23. MSAC Uniform Information Gateway (UIG) • allows uniform and easy access to both traditional and electronic resources (local and remote) • developed by Czech National Library and Charles University • offers extended services feature (SFX) - navigation from the source to other related targets is possible • basic SW: MetaLib and SFX • MetaLib - parallel browser • enables to search catalogues, full texts, databases and archives • is not limited to any predefined interfaces • uses Z39.50 for communication • SFX system is a context-sensitive linking between Web resources providing and coordinating cooperation between resources and targets • RESOURCE - entity through which we have just made a search • TARGET - entity where the service is being provided • OpenURLis a mechanism that makes open linking in the Web-based information environment possible Marie Balíková Czech National Library

24. MSAC MSAC and retrieval process in UIG Metalib • enables rephrasing of queries into a format that is appropriate for the resource selected • sends the queries and receives answers (results) • transforms them into its own format and output them • offers and performsdeduplicationof selected documents • enables personalized elements - My Resource List of selected databases: Czech Authority Database and those of cooperating libraries (since October 2005) Marie Balíková Czech National Library

25. MSAC : aplication in UIG ????????????? MSAC Marie Balíková Czech National Library

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31. MSAC future development • idea to create a multilingual subject retrieval tool or to introduce a mapping scheme in existing systems is considered as an essential element of The European Library service • MSAC project – beginning phase • problems: • only voluntary work of teams of participating libraries • communication almost only via e-mails • no external financial support • new perspective: • joining the TEL-ME-MOR project (The European Library: Modular Extensions for Mediating Online Resources) funded by the European Commission under the Sixth Framework Programme of the Information Society Technologies (IST) Programme, where the ten new member states of European Union have been invited • integration with MACS project ? J Marie Balíková Czech National Library

32. MSAC Multilingual Access to Subjects (MACS) project • goal - to integrate the most developed and used subject indexing systems LCSH, RAMEAU andSWD • feasibility of linking mentioned Subject Heading Languages was investigated • the approach by creating links between LCSH, RAMEAU and the SWD/RWSK was tested in the fields of sport and theatre • a prototype was created • the ways how to extend the use of MACS project has been discussed • crossing the language barrier • adding new subject indexing systems • or investigating the use of other tools such as classifications if the same are available across several institutions • demandingsignificant resources Marie Balíková Czech National Library

33. MSAC comparison of MACS and MSAC • MACS - fully functional prototype : • MSAC - first stage of a multilingual initiative • MACS - linking existing verbal Subject Heading Languages : • MSAC - creating a multilingual retrieval system based on UDC • MACS - all SHLs of the equal status, no pivot language : • MSAC - switching language UDC and English equivalents MACS and MSAC • common nouns (in MSAC the special name entities like Washington Declaration, 1918, October 18th) • only headings mapped as equivalent headings judged to be synonymous in meaning • only preferred forms mapped, hierarchical structures and thesaural relationships not mapped • syntactical structures of subject headings strings not mapped Marie Balíková Czech National Library

34. Multilingual subject access MSAC A challenge Thank you for your attention J MSAC: http://sigma.nkp.cz/eng/auv CZENAS: http://sigma.nkp.cz/eng/aut JIB:http://www.jib.cz/ Marie Balíková Czech National Library