Due to an increase in work commitments for both Laena and David, new
project managers are sought for the Open Shelves Classification project. Below is a status report of the project. Interested leaders should contact Tim Spalding (tim@librarything.com).

OSC status report June 2009:

One year into the project, here is what we have accomplished so far:
-Many wide-ranging discussions were held in the LibraryThing Build
the Open Shelves Classification group and the OSC blog.

-Optional facets were agreed upon initially as the way to handle audience, format, and language.

-An initial list of top level categories was compiled by the end of 2008 and put out for review.

-In January 2009, LibraryThing members tested these categories by applying them to works in LibraryThing using the ClassifyThis feature.

-In January, a brainstorming meeting was held at the ALA midwinter meeting and was attended by librarians and non-librarians.

-In February, the feedback from the testing was used to further refine the top level categories.

-Starting in February and running through May, small groups began to construct the secondary levels for certain categories.

-Throughout the spring, Laena and David did outreach for the project, writing pieces for the PLA blog and the IFLA
newsletter, and reached out to libraries in an unsuccessful search for public library data.

-In May, the current list of categories of the OSC was added to sandbox of the National Science Digital Library Metadata Registry.

Categories with second levels in development:
-Art
-Biography & Autobiography
-Design
-Fiction
-History
-Performing Arts
-Religion
-Science

After working on the project for a year, we have the following recommendations:
-The project needs a steering committee structure for leadership. The
project is too large in scope for one or two librarians to manage
without other leadership.

-More involvement and leadership from public librarians! They know
the intended audience of the OSC best.

Here it is, the revised list of top level categories. These have been vetted by all of us for awhile and it’s time to start building subcategories. We’ve created threads in the Group to discuss the subcategories of each top level. Keep in mind that these need to be comprehensive, but not excessively granular. Take a look at this example of possible subcategories for PETS.

After more of the second levels are fleshed out, we plan to have a new classify-this feature to test out the classification system on books in LibraryThing.

Until then, classify and discuss!

Hello! Well we have been busy since Tim announced the classify-this feature. The OSC group has been extremely active with over 300+ posts about the top level categories (not to mention insightful threads popping up to discuss second level categories). Thank you for your feedback! Meanwhile, at the Midwinter meeting of the American Library Association we were able to have a really valuable face-to-face conversation with LibraryThing users.

We have been processing all your feedback and working on version 2.0 of the top level categories. Before we get to that, we wanted to let everyone know that we do read all the posts in the Open Shelves Classification group. Because of the high quantity of posts (and our day jobs) we cannot comment or respond individually as often as we would like.

Some key points after discussion, feedback and analysis:

–The number of categories in the top level. As decided last summer, we will have more rather than fewer top level categories. The top levels are not supposed to represent an even distribution of all possible branches of knowledge. Instead, the OSC top levels should represent the largest categories that public libraries will want to use. [Similar to how Library of Congress classification was built to meet the needs of the Library of Congress, while Dewey’s system tried to contain all recorded knowledge.]

–Complaints about specific topics in the top level. Remember, there is no value judgment in a topic being placed at the top level or underneath a broader topic. For now, topics like Pets, Gardening, and True Crime are present because of feedback from public librarians that these are heavily requested books that are often pulled out into their own sections. As a guiding principle, the OSC will be statistically tested, so some of our top level categories may change as actual libraries begin to reclassify their collections.

-The nature of classification. Any classification system forces us to choose one topic for the book, even though that book may be about more than one topic. This is not a flaw in the OSC categories but in the nature of classification. Libraries will still use multiple subject headings in the catalog to capture all the topical aspects of the work.

–Facets. As talked about a few months ago, we currently plan on the top level categories being only topical while other aspects of the work will be represented by facets. For example, format will be captured in a separate facet. [And to clear up any lingering confusion, Comics will be a format facet.] Another facet talked about was audience. This means children’s books will be tagged in the audience facet. We envision that these facets will be optional and libraries can use them if, for example, they want to pull out all the comics and shelve them in a unique section. Alternatively, the facet could be ignored and then graphic novels would be intershelved with other like topics. Here is a picture of what we are envisioning:
–Classification versus Signage. The top levels categories have nothing to do with
signage. This is particularly true with children’s books, which can be grouped/displayed as the library desires (e.g. picture books, infants, board books, etc.).

We will posting an updated version of the top levels very soon, so stay tuned!

As most of you know, back in July the Open Shelves Classification was conceived as a free, crowdsourced alternative to the Dewey Decimal System. The Group has been very active during initial development, and the top levels are being heatedly debated.

David, Tim and I held an OSC open-discussion at the American Library Association (ALA) conference in Denver. A great group of people participated in a lively debate about the project.

To summarize:

There was some room confusion with the Marriott and, unfortunately, many people left before it was all figured out.

10 people attended: Tim, Laena, David, a mix of public librarians, academic librarians, and one interested non-librarian. The librarians were catalogers, reference librarians, and one library director.

Comments during the meeting included:

The random works feature is not that useful because half of all the works are fiction and fiction is not broken out at the top level.

If a public library may reasonably want to aggregate at a certain level (e.g. fiction or science) then it should exist as a top level. No one aggregates at non-fiction, hence it is not useful.

Working on the second level for fiction should happen sooner rather than later.

Children’s books are a challenge.

Perhaps using an audience facet would help (for example, CH, YA)?

• Yes, but the topics of some books are hard to determine. Should they be put in fiction? If so, a scope note is needed.
• Speaking of which, there is no good way of dealing with series when written by separate authors, like Spongebob Books.

How should series be handled in a classification?

The Darien library is reorganizing their collection, particularly children’s books, in interesting ways (here, you can listen to Gretchen Hams tell you all about it).

For OSC to be successful, it must be easy to implement for public libraries.

It must be inexpensive to go from DDC-OSC.

A crosswalk is essential!

• There needs to be a way to determine how much space is needed ahead of time to move the books around.
• It must be easy to print labels.
• Backstage Library Works was a company that moved Duke University Libraries from DDC to LC, so there must be models out there on how to do this.

An audience facet would be a good way to handle reading level as well, either by grade or age.

• Example: 0-1, 1-3, 9-10, etc.
• There is a tension between having too many optional facets and universality.

The facets need to transcend stickering, the current practice in most public libraries.

We need a reality check before getting to far down the road with proposed schedules for OSC– will it work in an actual library?

• We could upload a library’s MARC records into LT and try it there virtually before asking a library to use it.
• Two potential public libraries were listed as testing grounds.

So far, the top levels testing on LibraryThing has provided the following results:

• 56641 acts of classification
• By 1000+ users
• On 22,000+ works

What are the biggest tags in LibraryThing, can we use those to determine the levels?

• They were looked at and evaluated, hence True Crime is a top level.
  
• This can’t really be done in an automated way.

What is the product plan for OSC?

• The data is open source & free.
• If people want to package services around the data (such as reclassifying books for you), then that is a possibility, but we do not see this developing for at least a year or so.

What does “shelf-ready” mean?

• A vendor puts on labels, dust jackets, tattle tape, creates catalog records for a public library.
• Different people at the meeting had differing levels of success with outsourcing their books to be made shelf-ready by vendors.

Is bleed over between categories in OSC a bug or a feature?

• Memoirs/Autobiographies was seen as a bug.
• Others such as Pets/ScienceAnimals were not seen that way.

Putting categories in an order may help people’s confusion of where to put things.

• This is called “flow” in bookstores.
• E.g. Cooking—Health—Sports or Biography—History—Poly Sci

Confusion arose over facets.

• You add and delete depending on the libraries needs.
• Huge collection? Use them all. Small and only need Science and Religion? Go ahead, the system is flexible.

The top level testing will stop and the levels will begin to be re-worked this week.

How should Art, Architecture, Design, and Photography be handled?

• After much discussion, the consensus was reached that Art, Architecture, and Design should be separate top level categories, but that Photography would go under Art.

The first test round has been closed. Visit the Open Shelves Classification group for details.

Meeting like this was great and very helpful in making OSC usable. Another meeting is planned in New York for early April–we’ll keep you posted!