Spring 2006, Thursday 5:00 – 6:50 pm
Prof. C. Marchese,


Bulletin description:  
Basic principles of knowledge organization.  Emphasizes
understanding the function of catalogs, indexes, bibliographies, and web browsers and
acquiring the ability to use and interpret these tools effectively.  Introduction to
bibliographic utilities, online catalogs and indexes, the world wide web, MARC formats,
Anglo-American Cataloging Rules, Library of Congress Subject Headings, Dewey
Decimal Classification, Library of Congress Classification.

Course orientation:  There will be six ungraded homework assignments, which will
provide skill with the use of retrieval systems.  There will be two quizzes and a final
examination.  There will be one group project, to develop a digital library online.

Vocabulary:  A list of terms frequently used in knowledge organization has been made
available – use it as a study guide, compiling definitions as you discover them in your
reading.  If you find discrepancies, bring those to class for discussion.

Course Requirements:
Time distribution        
Contact class hours     30 hours
Homework                  20 hours
Group work                30 hours
Reading                      70 hours
Total:                         150 hours

Course Grade:
Component        %
Quizzes            30%
Project             30%
Final                30%
homework        10%

Palmer School Curriculum Objectives

1.        To articulate the mission of information professionals.
2.        To demonstrate an understanding of the changing nature of the field.
3.        To apply these principles of organization, selection and evaluation of
information resources.

If you are a student with a disability and require accommodations, please contact the
Disability Support Services Office, Life Science, Rm. 154, 516-299-3164.


Taylor, Arlene G. The Organization of Information.  Englewood, CO:  Libraries
Unlimited, 2004.

Furrie, Betty. Understanding MARC - - Bibliographic.  4th ed.  Washington:
Cataloging Distribution Service, Library of Congress, 1994.  Available: http:
//  There is also a copy on reserve in the library.

ESSENTIAL TEXTS (may be used as auxiliary reading):

Rowley, Jennifer E.  Organizing Knowledge: An Introduction to Information
Retrieval.  2nd ed.  (also on reserve)

Hagler, Ronald. The Bibliographic Record and Information Technology.  2nd ed.
Chicago: American Library Association, 1991.

Wynar, Bohdan, S. Introduction to Cataloging and Classification.  8th ed. By
Arlene G. Taylor.  Engelwood, Colo.: Libraries Unlimited, 1992


“A beginner’s Guide to HTML.”

“Overview SGML.”

Anglo-American Cataloguing Rules.  2nd ed., 2002 revision.  Ottawa: Canadian
Library Association; Chicago: American Library Association, 2002.

Berman, Sanford.  Joy of Cataloging.  Phoenix, Ariz.: Oryx Press, 1982.

Buckland, Michael K.  Library Services in Theory and Context.  2nd ed.  Oxford:
New York: Pergamon Press, 1988.

Chan, Lois Mai.  Imroth’s Guide to the Library of Congress Classification.  4th
ed. Littleton, Colo. :

Chan, Lois Mai.  Library of Congress Subject Headings: Principles and
Application.  2nd ed. Littleton, Colo.: Libraries Unlimited, 1986.

Classification Research Group.  “The need for Faceted Classification as the
Basis of all Methods of Information Retrieval.”  In Theory of Subject Analysis:
A Sourcebook, pp. 154-167.

Cleveland, Donald B. and Ana D. Cleveland.  Introduction to Indexing and
Abstracting.  2nd ed.  Englewood, Colo.: Libraries Unlimited, 1990.

Dunkin, Paul S.  Cataloging U.S.A.  Chicago: American Library Association,

Ferl, Terry Ellen and Larry Millsap.  “The Knuckle-cracker’s dilemma: A
transaction log study of OPAC subject searching.  Information Technology &
Libraries 15 (1996): 81-98.

Foundations of Cataloging: a Sourcebook.  Edited by Michael Carpenter and
Elaine Svenonius.

Gorman, Michael.  “Call it AACR 2 ½”  American Libraries 19 (May, 1988): 387-

Gorman, Michael.  “How Cataloging and Classification Should be Taught.”  
American Libraries 23 (Sept. 1992): 694-697.

Gorman, Michael.  “The Longer the Number, the Smaller the Spine; or Up and
Down with Melvil and Elsie.” American Libraries, 12 (Sept. 1981): 498-499.

Guide to technical services and resources, ed. by Peggy Johnson.  Chicago:
American Library Association, 1994.

Hagler, Ronald.  The Bibliographic Record and Information Technology.  3rd ed.  
Chicago: American Library Association, 1997.

International Conference on AACR 2, Florida State University, 1979.  The
Making of a Code.  Chicago: American Library Association, 1980.

Library of Congress’ Z39.50 Gateway:
Littleton, Colo.: Libraries Unlimited, 1985.

Mann, Thomas. Library Research Models: A Guide to Classification, Cataloging
and Computers.  NY: Oxford University Press, 1993.

Nonprint Cataloging for Multimedia Collections.  2ne ed.  Littleton, Colo.:
Libraries Unlimited.

Osborn, Andrew.  “The Crisis in Cataloging.”  Library Quarterly, 11 (Oct.
1941): 393-411.  (Also in Foundations of Cataloging, pp. 90-103.

Pettee, Julia.  “The Subject Approach to Books and the Development of the
Dictionary Catalog.” In Theory of Subject Analysis: A Sourcebook, pp. 94-98.

Policy and Practice in Bibliographic Control of Nonbook Media.  Ed. By Sheila S.
Itner and Richard P. Smiraglia.  Chicago: ALA, 1987

Reynolds, Dennis.  Library Automation:  Issues and Applications.  New York,
Bowker, 1985.

Soergel, Dagobert.  Organizing Information: Principles of Database Retrieval
Systems.  Library and information science series.  Orlando, Fl.: Academic Press,

Taylor, Arlene G.  “On the Subject of Subjects.”  Journal of Academic
Librarianship 21, no 6 (Nov 1995): 484-491.

Taylor, Arlene.  “Authority Control and System Design.”  In Policy and Practice
in Bibliographic Control of Nonbook Media, pp. 64-81.

Taylor, Arlene G.  “Cataloguing.”  In World Encyclopedia of Library and
Information Services.  3rd ed. Chicago: ALA, 1993, pp. 117-181. (in REF1)

Theory of Subject Analysis: a Sourcebook.  Edited by Lois Mai Chan, Phyllis A.
Richmond, and Elaine Svenonius.  Littleton, Colo.: Libraries Unlimited, 1985.

Vizine-Goetz, Diane.  “Using Library Classification Schemes for Internet

Wilson, Patrick.  “The Catalog as Access Mechanism: Background and
Concepts.”  In Foundations of Cataloging: A Sourcebook, pp. 253-268.

Wynar, Bohdan, S. Introduction to Cataloging and Classification.  8th ed. By
Arlene G. Taylor.  Engelwood, Colo.: Libraries Unlimited, 1992


January 26

Introduction to information retrieval and knowledge organization
Systems for knowledge organization
Forms and functions of bibliographic resources
Searching the Online catalog
Assignment 1 given

February 2

Due:  Assignment 1

Concepts of metadata
The bibliographic record
Searching bibliographic networks

Read:  Taylor, Organizing, Chapters 1-2, 4-5
Buckland, Chapter 8
Intner, “Technical services” in Guide
Ferl and Millsap, “Knuckle-Cracker’s Dilemma”
Meyer, “Database Management,” in Guide
Furrie, Understanding MARC

Optional Reading:  Rowley, Chapter 1-2, 6, 22
Hagler, Chapter 1-2, 5, Appendix
Wynar, Chapter 1

February 9

Searching the WWW
History and Development of Knowledge Organization

Read:  Taylor, Organzing, Chapter 3

Due:  Assignment 2

February 16

Quiz 1

Introduction to knowledge representation
Cultural roles of knowledge artifacts
Technical reading of knowledge artifacts

Read:  Osborn, “Crisis…”
Gorman, “Call it AACR 2 ½”

Optional Reading:  Wynar, Chapter 2

Due:  Assignment 3

February 23

Description of bibliographic items
Access points for intellectual entities
Authority control

Read:  Taylor, Organizing, Chapters 6-8
AACR 2 (skim)
Hill, “Descriptive” in Guide
Hearn, “Authority Control” in Guide

Optional Reading:  Rowley, Chapters 4, 7, 9-10, 11.1-11.5
Hagler, Chapter 3, 6, 8

Due:  Abstract for project

March 2


March 9

Introduction to Subject Analysis
Abstracting and indexing
Principles of Vocabulary Control

READ:  Taylor, Organizing, chapter 9-10
Soergel, Chapter 12
Williamson, “Subject Analysis,” in Guide
Skim Berman, Joy of Cataloging (note especially the discussions of subject headings)

Optional Reading:  Hagler, Chapter 6-7
Rowley, Chapter 5, 12, 15-18
 Due: Assignment 4

March 16


March 23

Verbal systems for subject indexing

READ: Taylor, Organizing, chapter 11
Gorman, “The Longer the Number…”

Optional Reading: Rowley, Chapter 13-14, 24-25

March 30

Quiz 2

Arrangement of bibliographic sources
Read: Taylor, Organizing, chapter 12
Thomas et al, “Filing” in Guide
Due:  Assignment 5

April 6


April 13 – No classes, Spring Break

April 20
End Processes
Standardization and cooperation

Optional Reading:  Rowley, Chapter 19
Hagler, Chapter 10
Zuiderveld, Cataloging Correctly for Kids (skim)

 Due: Digital Libraries Project

April 27

Bibliographic relationships
Structure of bibliographic databases        

READ: Taylor, Organizing, Chapter 10, Conclusion
Soergel, Chapters 9, 11

Optional Reading: Rowley, chapter 23

May 4  

Introduction to Knowledge Organization
Syllabus in
Word Format