• User, Author and Professional Indexing in Context: An Exploration of Tagging Practices on CiteULike / Le contexte de l'indexation des usagers, des créateurs et des professionnels : une exploration des pratiques d'étiquetage social sur CiteULike
Abstract

This paper examines the context of online indexing from the viewpoint of three different groups: users, authors, and intermediaries. User, author and intermediary keywords were collected from journal articles tagged on CiteULike and analyzed. Descriptive statistics, informetric measures, and thesaural term comparison shows that there are important differences in the context of keywords from the three groups.

Résumé

Cet article examine le contexte de l'indexation en ligne du point de vue de trois groupes : les usagers, les auteurs, et les intermédiaires. Les mots-clés des usagers, des auteurs et des intermédiaires contenus dans des articles de périodiques étiquetés sur CiteULike ont été recueillis et analysés. Les statistiques descriptives, les mesures infométriques et la comparaison des termes thésauraux montrent qu'il existe des différences importantes entre le contexte des mots-clés provenant des trois groupes.

Keywords

tagging, author keywords, descriptors, indexing, CiteULike

Keywords

étiquetage, mots-clés auteurs, descripteurs, indexation, CiteULike

Introduction

Searching a large document space, such as a journal article database, for information is a difficult problem: the sheer size of the space prohibits [End Page 17] holistic scanning, while the ambiguities inherent in natural languages make search strategies complex and unreliable. This problem is only exacerbated by the increasing use of digital databases consolidating masses of data. The substantial increase in access to information afforded by the Internet has only strengthened the importance of being able to simultaneously distinguish between similar documents and locate relevant documents. These issues of navigability, resource discovery, and relevance, under the guise of information retrieval and information seeking, have been of importance to the field of library and information science since its inception.

Indexing documents with a subject headings list attempts to resolve this problem; the controlled vocabulary rationalizes natural languages by removing ambiguities and consolidating similar items. Many thesauri embed their terms in solidly designed classification systems, providing useful cross references that help to reduce the difficulty inherent in searching large spaces for information (International Organization for Standardization 1985; 1986). A key feature of all controlled vocabularies is the entry vocabulary (non-preferred terms), which leads to the preferred (or authorized) terms.

While the creation of generic hierarchical classification systems or subject-specific taxonomies has a long history, the design of these classification systems has been left largely to professional indexers. Because of the increasing amount and specialization of information being collected and user requests for greater specificity in indexing terms, these systems can be too generic for user needs. And while full text search can provide this fine-grained access to supplement controlled vocabularies, this access tends to be at the expense of precision as a result of the use of differing terminology.

The rise of collaborative tagging systems suggests an alternative method for creating classification systems. In fact, such social bookmarking sites are being touted as a potential solution to the problems of scale inherent in the application of any controlled vocabulary to a large document set (Hammond et al. 2005; Mathes 2004; Morville 2005). It has also been suggested that user tags, combined with topic maps and tag clusters, may have the potential to provide the benefits of a controlled vocabulary, which controls for terminological differences, while still allowing the use of natural language vocabulary (Shirky 2005). [End Page 18]

Figure 1. CiteULike tag cloud (without CSS style)
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Figure 1.

CiteULike tag cloud (without CSS style)

This paper reports on the results of an exploratory study of CiteULike (a social bookmarking service). It examines the relationship of collaborative tagging to classical classification and indexing by comparing the tags assigned to academic journal articles by users of the CiteULike book-marking system to library descriptors assigned by professional indexers, and author keywords assigned by authors to their own journal articles.

Social bookmarking tools

CiteULike (http://citeulike.org/) is a social bookmarking service specialized for use by academics who wish to bookmark academic articles for later retrieval. It was created by Richard Cameron in November 2004 (Cameron).

Similar to the more commonly known del.icio.us, CiteULike allows users to assign any number of tags to the articles in their library. Users may search by tag (figure 1) to relocate articles in their own library, as well as in the libraries of other users.

Since CiteULike tags are often associated with journal articles (as opposed to websites or books), it is possible to collect author keywords and descriptors for many of the articles. Thus, a comparison can be made between user tags, author keywords, and professional indexer descriptors attached to a single article. [End Page 19]

Related studies

In order to discover if tags can truly provide a useful replacement or enhancement for controlled vocabularies, it is important to examine whether or not they appear to provide a similar contextual dimension—in terms of coverage of concepts and application of indexing terms to these concepts—to the existing classification systems. While users untrained in indexing are unlikely to produce a complex hierarchical structure on their own, it is possible to examine the tags they do assign to see how they compare to the descriptors assigned by a trained indexer. As well, there is an additional group involved in the creation of this metadata surrounding journals: authors.

Mathes notes three common groups involved in the assignment of keywords to documents: authors, professional indexers, and users (Mathes 2004). A search of the literature reveals that author keywords have received relatively little attention. And, while professional indexers have been indexing documents for some time, large-scale user-created collections of tagged documents are relatively new.

Like the hierarchical thesauri created by professional indexers to organize knowledge formally, the new user-created folksonomies allow the user to navigate from one topic to another using related links (related terms in a thesaurus). However, relationships in the world of folksonomies include relationships that would never appear in a thesaurus, including the identity of the user (or users) who used the tag (Morville 2005, 137). This phenomenon adds a new contextual dimension to the act of organizing information that is not present in professional indexer-assigned keywords, but has been noted by authors studying personal information management (Kwasnik 1991).

Descriptive statistics can be used to make a basic comparison of the indexing practices of each of the three groups involved in the classification of journal articles. Additionally, a comparison can be made at the level of the assigned metadata. Voorbij studied the correspondence between, on the one hand, words in the titles of monographs in the humanities and social sciences and, on the other hand, the librarian-assigned descriptors existing in the online public access catalogue of the National Library of the Netherlands. His study used a seven-point scale of comparison between the title keywords and these descriptors, [End Page 20] comparing the descriptors to the title words selected by the author. Voorbij used the different relationships in a thesaurus as an indication of closeness of match, beginning with an exact (or almost exact) match, continuing to synonyms, narrower terms, broader terms, related terms, relationships not formally in the thesaurus, and terms that did not appear in the title at all (Voorbij 1998, 468).

A similar study by Ansari examined the degree of exact and partial match between title keywords and the assigned descriptors of medical theses in Farsi. She found that the degree of match was greater than 70% (Ansari 2005, 414). Both studies suggest that title keyword searching alone and controlled vocabulary searching alone led to failure to find some articles.

Kipp (2005) compared the three user groups involved in indexing (user, author, and professional indexer) using a set of articles tagged on CiteULike. Many user terms were found to be related to the author terms. Users terms were also related to the professional indexer terms but were not part of the formal thesauri and thus were not formally linked to the professional indexer terms in these thesauri. Other terms were identical to thesaurus terms or part of the entry vocabulary of the thesaurus itself (Kipp 2005). The results of this study suggested that there was overlap among the three user groups, in some cases potentially sufficient to act as a crosswalk between them; however, limitations in the available data suggested that further study using data collected from another field of study would be beneficial.

A few more recent studies have examined tagging as a form of indexing, generating comparisons between tagging and controlled vocabularies on academic social bookmarking tools (Lin et al. 2006; Kipp 2007a; 2007b; Bruce 2008; Good and Tennis 2008; 2009; Trant 2009). In addition, a few studies have examined tagging in comparison to the author keywords assigned to some journal articles (Kipp 2007a; 2007b; Heckner et al. 2008). These studies have shown agreement with the results from Kipp (2005), showing differences between user and professional indexer terminology, but have not in general examined author keywords or compared all three types of terms. Consequently, this study proposes to examine the question of convergence and divergence among tags, keywords, and descriptors by continued exploration of the tagging phenomenon as it is growing at CiteULike. [End Page 21]

This study, therefore, posed the following research questions:

  • • To what extent do term-usage patterns of user tags, author keywords, and professional indexer descriptors suggest that professional indexers are merely engaging in essentially the same activities as authors and users, but merely at a more rigorous, thorough, and consistent level?

  • • To what extent do term-usage patterns suggest that authors and users are engaging in a fundamentally different activity, one that cannot be usefully compared or linked to the activities of professional indexers?

These research questions encapsulate the intent of this analysis of the three different user groups involved in applying aboutness terms to articles, and their differing contexts and term usage.

Methodology

This study examined three forms of index-term creation originating from three different groups: users, authors, and professional indexers. Data for the study were collected from CiteULike.

Selection of articles

The selection of articles followed a specific pattern. First, journals that potentially have all three indexing terms and are from the correct field were selected. Second, journals were located in CiteULike by journal name and user tags were located and collected. Third, author keywords and professional indexer descriptors were collected for all articles located on CiteULike.

Articles for the study were selected from scholarly journals in the field of library and information science that request authors to submit keywords for their articles. These journals were located manually from journal websites and direct examination of sample articles. To ensure that the majority of articles from each of these journals that had been tagged in CiteULike was returned, a search was performed on all common variations and abbreviations of the journal names. CiteULike was chosen for this study as it provides a facility for searching by journal name—a feature that is unavailable in similar tools such as Connotea. [End Page 22]

Figure 2. : Sample CiteULike post with collected data highlighted.
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Figure 2.

: Sample CiteULike post with collected data highlighted.

Data collected from CiteULike (figure 2) included the article title, authors, source (journal name, volume number, etc.), publication date, abstract (where available), user IDs of users who posted the article, and any tags associated with the article. The post and author data for this preliminary study are combined into one set, so there are no separate user tag lists and thus no duplicate tags.

Author keywords (figure 3) were collected from online journal databases using the digital object identifier or DOI collected from CiteULike.

Professional indexer terms, in the form of descriptors, for this study were located manually in INSPEC (Institution of Engineering and Technology, Hertfordshire, UK) or Library Literature (H.W. Wilson, New York) using exact title match (figure 4). Each of these systems provides professional indexer-assigned controlled vocabulary subject headers for searchers. Therefore, each article in this study was represented by three sets of indexing terms. [End Page 23]

Figure 3. Sample article metadata with author keywords and DOI highlighted
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Figure 3.

Sample article metadata with author keywords and DOI highlighted

A number of measures of analysis were used including:

  • • Descriptive statistics (including number of posts per user, number of tags per user, number of tags per article).

  • • Informetrics methods (especially user vocabulary length and an examination of trends in number of index terms used by professional indexers, authors, and taggers).

  • • Term comparison.

  • • Thesaural comparison.

Term comparison involved direct examination of terms used by each group and categorization of terms that did not seem to be directly subject related. Included in this category were methodological terms, geographical terms, proper names, and any other term that was not an obvious subject term. [End Page 24]

Figure 4. Sample INSPEC data for an article with descriptors.
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Figure 4.

Sample INSPEC data for an article with descriptors.

For the thesaural comparison, user tags, author keywords, and professional indexer-assigned descriptors were compared on the basis of a seven-point scale, similar to that used by Voorbij (1998) in a study of title keywords. While Voorbij examined descriptor correspondence to title keywords, this study examines the correspondence among all three sets of tags using a structured thesaurus (INSPEC and Library Literature for this pilot study) to generate similarity comparisons. Where possible, comparisons have been done across all three sets of terms, but where the term (or any related term) is lacking from one set, the other two sets were compared against the seven categories. Comparisons using this seven-category system were done by the author.

The following are the categories as modified.

  1. 1. Same: the descriptors and keywords are the same or almost the same (e.g., plurals, spelling variations, acronyms, and multi-word terms split into facets). [End Page 25]

  2. 2. Synonym: the descriptors and keywords are synonyms (corresponds to USED FOR in a thesaurus).

  3. 3. Broader Term: the keywords or tags are broader terms of the descriptors in the thesaurus.

  4. 4. Narrower Term: the keywords or tags are narrower terms of the descriptors (like Broader Term, this indicates that the user or author term is in the thesaurus as a broader or narrower term of the associated indexer term).

  5. 5. Related Term: the keywords or tags are related terms of the descriptors.

  6. 6. Related Not in Thesaurus (Related): there is a relationship (conceptual, etc.) but it is not obvious to which category it belongs or it is not formally in the thesaurus.

  7. 7. Not Related: the keywords and tags have no apparent relationship to the descriptors, also used if the descriptors are not represented at all in the keyword and tag lists.

Selection of field of study and journals

For this pilot study, journals were selected from the field of library and information science in order to take advantage of the author's domain knowledge. Journals included in this pilot study include the Journal of Documentation, Information Processing and Management, and the Journal of the American Society for Information Science and Technology. (See table 1 for the full list.) Journals were initially selected on the basis of prominence in the field of library and information science (measured by Journal Impact Factor), but this selection was expanded to include information science journals with author keywords that were indexed in INSPEC or Library Literature, since not all journals have author keywords.

Descriptors were located for articles using INSPEC or Library Literature. Both INSPEC and Library Literature provide professional indexer- assigned controlled vocabulary subject headers for searchers and both databases index articles from the field of information science. These online databases were selected for this study as they both index large numbers of library and information science articles for users working in fields such as information science, library science, information organization, information retrieval, and knowledge management. [End Page 26]

Table 1. Journals with author-assigned keywords
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Table 1.

Journals with author-assigned keywords

Data for the initial study were collected from CiteULike on January 10, 2006, via a python script (citeulike.py). To ensure that all articles from the chosen journals were returned, an exhaustive search of CiteULike was performed, examining all common variations of the names of journals in the study, as well as their abbreviations. Using this method, 205 article entries were collected from citeulike.org. Each had been tagged by users of CiteULike with at least one tag. These results were parsed to exclude articles that had not yet been tagged by users, as CiteULike also provides access to articles from selected journals that have not yet been tagged. This assists in the location of new material. In this initial study, tags were collected for each article without association to specific users, so it was not possible to report data on the number of times each tag had been used per article.

All articles were then located in a publisher journal database (e.g., Wiley InterScience or Emerald) by their DOI, or, in rare cases, by exact title match. Articles for which author keywords could not be located were tagged for review and discarded if descriptors were also not found. These data were also collected using a python script.

Descriptors were included from both sources—INSPEC and Library Literature—where available. The sets were combined and analysed as a set of terms in the same manner as tags from multiple users were combined to describe an article. Duplicate terms were eliminated. There were differences in the composition of the indexing terms from INSPEC and Library Literature, so pre-coordinate subject headings [End Page 27] from Library Literature were split to generate post-coordinate headings (e.g., Databases—Evaluation became Databases and Evaluation, as they would be in INSPEC's thesaurus), and terms matching the INSPEC post-coordinate headings were eliminated to remove duplicates. This method was adopted since it proved impossible to collect sufficient descriptors from a single source (see table 2). As there is overlap between the journals indexed by Library Literature and INSPEC and the subjects covered in the two databases, it is reasonable to expect matches between descriptors used in each database. Further study using a data set that is consistently indexed in a journal article database would be beneficial to support the findings from this preliminary study.

Table 2. Sources of descriptors for the study by journal and descriptor source
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Table 2.

Sources of descriptors for the study by journal and descriptor source

Exact title match was used to locate articles and associated descriptors manually in the databases, since these data could not be collected automatically.

Entries for which author keywords or professional indexer descriptors could not be found (a total of 40 articles) were excluded manually, leaving 165 entries. Thus, each article selected for this study had three sets of keywords assigned by three different classes of metadata creators.

Once collected, data from all 165 journal articles were analysed through descriptive statistics, term comparison, and thesaural comparison based [End Page 28] on a modified version of Voorbij's (1998) seven-point scale. While Voorbij examined descriptor correspondence to title keywords, this study examines the correspondence (similarities and differences) among all three sets of tags, using the structured thesauri provided by INSPEC and Library Literature to generate similarity comparisons. Where possible, comparisons have been done across all three sets of terms, but where the term (or any related term) is lacking from one set, the other two sets were compared against the seven categories.

Data analysis was begun with an initial sample of 10 entries. These entries were examined to determine if additional categories would be necessary. Then, the remaining 165 entries were examined to see if there was evidence of differences in context between user, author, and professional indexer metadata as demonstrated by descriptive statistics and term usage.

Results

Authors, users, and journals

Bibliographic data for a total of 165 articles in information science tagged by at least one user were collected from CiteULike. Some articles had been posted by multiple users, resulting in a total of 297 posts.

There were a total of 125 unique user names in the data. The use of user-selected user names and the fact that it is possible to sign up for an account using different email addresses make it impossible to ensure that these are 125 distinct people.

Each user name was associated with at least one post in the data set. One user (table 3) had posted 22 articles out of the 165 collected. Most users posted significantly fewer articles (maximum 22, minimum 1, median 1).

A similar drop-off can be seen in the data set when examined, based on the number of users who have posted a link to a specific article (table 4). In this case, the maximum number of users per article was 13, the minimum 1, and the median 1.

In fact, the number of users who posted more than one article dropped off quickly (66%, or 109 articles, were posted only once, median was 1 [End Page 29] user per article; see table 5). This result matches findings from citation analysis, which show that a few articles tend to be highly cited, while many others are infrequently cited (Price 1976).

Table 3. Top five taggers
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Table 3.

Top five taggers

Table 4. Number of users who posted a link to a specific article
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Table 4.

Number of users who posted a link to a specific article

The majority of the articles in the data set had between one and three authors (92.1%), a total of 157 articles, with a maximum of nine authors on one paper. Articles in the data set were tagged by between 1 and 13 users, with 136 articles (82.5%) having been tagged by 1 or 2 users.

Tags, keywords, and descriptors

In the full data set, there were 529 tags, 775 author keywords, and 727 professional indexer descriptors. The largest number of tags provided by users for a single article was 21: by authors, 10, and by professional indexers, 12. Over 60% of tagged articles had one to three tags, four to six author keywords, and three to five professional-indexer descriptors assigned (table 6). Despite the potential for a large number of tags [End Page 30]

Table 5. Number of articles with X users
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Table 5.

Number of articles with X users

Table 6. Number of tags, keywords, and descriptors applied to individual articles
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Table 6.

Number of tags, keywords, and descriptors applied to individual articles

[End Page 31]

Table 7. Most commonly used tags
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Table 7.

Most commonly used tags

assigned by different users, articles did not tend to have a substantially larger number of tags. The two exceptions had 13 and 21 tags and had been tagged by 8 and 13 users respectively. This relatively small number of user-assigned tags, compared to the number of keywords assigned by authors and professional indexers, may be due to the small volume of highly tagged articles in the sample set and the absence of an indexing policy. The majority of articles had been tagged by 1 or 2 users, although a few articles had been tagged by as many as 13 users.1

Many tags, keywords, and descriptors were found throughout the data set. The most popular tag was "no-tag," used 18 times, followed by "information" used 15 times. The most popular keyword was "information retrieval," used 29 times, and the most popular descriptor was also "information retrieval," used 60 times (table 7). It is worth noting that many articles tagged information retrieval' in the INSPEC database were tagged "information seeking" by users and even authors, so the term "information retrieval" is not as heavily used in CiteULike.

A total of 173 tags were used only once in the data set and 52 were only used twice. Out of a total of 529 tags, 33% were unique.

Out of 775 author keywords, 438 (57%) were used only once and 63 were only used twice (table 8). Thus author keywords appear to be more diverse and less frequently reused than tags or descriptors.

Of 727 descriptors, 202 (28%) were used only once and 60 were used only twice (table 9). These results suggest that users and professional indexers may have a higher agreement among themselves on which terms to use when indexing articles than authors. [End Page 32]

Table 8. Most commonly used keywords
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Table 8.

Most commonly used keywords

Table 9. Most commonly used descriptors
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Table 9.

Most commonly used descriptors

Given the differences in term usage by the three indexing groups, the question arises as to whether there is a relationship between the number of authors and the number of author keywords assigned, or the number of users and the number of tags assigned.

The correlation value obtained when comparing authors versus keywords did not show a significant relationship. This finding is reasonable, as journals request a certain number of keywords per article and thus the number of keywords is unlikely to be related to the number of authors. The correlation value for users versus unique tags did show a significant relationship, with an R2 value of .654 (p < .05). This suggests that there is a significant positive correlation between the number of users and the total number of unique tags assigned to an article. The regression equation for the relationship between users and tags is Number of Tags ¼ 1.344 * Number of Users þ 0.781. However, it is worth noting that while this result is significant for this data set, it is not possible to extrapolate to the entire data set of articles tagged on CiteULike, since it is not a random sample. [End Page 33]

Table 10. Number of users with a specific vocabulary length
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Table 10.

Number of users with a specific vocabulary length

An interesting measure for examining term usage in tagging is that of user vocabulary length, most often used to analyse search query logs (Wolfram 2005). This measure represents all tags used by a specific user in a specific context (e.g., all tags used by a user for a particular article). User vocabulary length could not be calculated for all the data because the tag sets were collected by article rather than by user; thus tag sets are a combination of the tags used by all users and contain no duplicates. However, an analysis of articles tagged by only one user shows that user vocabulary length was six at maximum and one at minimum (table 10). A total of 50 articles tagged by one user were examined.

This finding is higher than the average number of tags assigned by users in other studies (Golder and Huberman 2006; Kipp 2005; Kipp and Campbell 2006) but only 8 of the 50 users used four or more tags. The other 42 (84%) used between one and three tags.

Term comparison

Acronyms and abbreviations were extremely common in user tags, as were spelling variations. User tag lists tended to contain both spelling variants and plurals of the author keywords and professional indexer descriptors. For example, "communities-of-practice" and "communities_of_practice" were used as tags for the same article, as were "information_seeking_behaviour" and "information-seeking-behaviour."

Occasionally, users have provided helpful spelling variations and both long forms and abbreviations in their tag sets. This situation, though, [End Page 34] occurs most frequently when one user tags with abbreviations and another user employs long forms, and, similarly, for spelling variations or plurals. As expected, this phenomenon did not occur in the author keywords or descriptors.

This linkage of terms, which are then all displayed on the articles page, could be extremely useful. INSPEC provides a similar service with its controlled and uncontrolled terms, where the controlled terms will tend to contain the full form of the term and the uncontrolled terms will contain the acronym. For example, the term "GIS" is used by both users and authors, while INSPEC provides "Geographic Information Systems" in its controlled terms and "GIS" in the uncontrolled terms. This apparent duplication would be extremely useful to newcomers to the field or interdisciplinary researchers.

Thesaural relations

Using the modified version of Voorbij's scale, it was found that the most common relationship discovered in the groups of user, author, and professional indexer keywords examined was category 6 or Related Not in Thesaurus (see table 11). This form of relationship occurred in 133 of 165 articles or 80.6%. The next most common relationship was the Same relationship, where the terms were identical or distinguished only by punctuation or plural forms. This relationship occurred in 103 of 165 articles or 62.4%. Following this was Related Term in 82 articles, Narrow Term and Broader Term combined in 55 articles, and Synonym in 46 articles. Not Related terms occurred in 138 of 165 articles or 84% of cases. On average, 3.5 Not Related terms occurred per article.

In total, there were 549 Not Related terms and 816 matches in the thesaural comparisons. Related Term (RT in a thesaurus) at 152 matches and Same (identical to the descriptor) at 160 matches were the most common of the thesaural comparisons, but combined were fewer than the 369 matches for the sixth category—Related Not in Thesaurus. This, and the high number of non-matches, suggests that while users often use terminology that is somewhat like that used in a thesaurus, they tend not to use the exact terminology of the thesaurus to describe their work. This tends to reinforce the idea that tagging could be very useful in providing an entry vocabulary to the traditional controlled vocabulary, allowing users the benefits of both systems. [End Page 35]

Table 11. Frequency of occurrence of the thesaural comparison categories
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Table 11.

Frequency of occurrence of the thesaural comparison categories

Though thesaural relations were less common, many matches did fall into the Same or Related Term categories, and some 30% of articles had Narrow Term / Broader Term or Synonym matches as well.

These relationships were less common than the final two non-thesaural categories, covering the Related Not in Thesaurus and Not Related categories respectively. In total, the thesaural relations accounted for 447 matches out of 816 total matches or 55% of all matches. This includes the equivalence category (Same), Synonyms, Broader Terms, Narrower Terms, and Related Terms.

While Voorbij's initial study examined matches between two items (binary comparisons), this study examined matches among three items (trinary comparisons) where possible as well. Binary comparisons were more common than trinary comparisons. In total there were 618 binary matches versus 198 trinary matches (table 12). The most common [End Page 36] trinary relationship was related but not in the thesaurus, as might be expected. This was also the most common binary relationship.

Table 12. Comparison of binary versus trinary matches
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Table 12.

Comparison of binary versus trinary matches

Table 13. Maximum number of occurrences of each match per article
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Table 13.

Maximum number of occurrences of each match per article

The number of comparisons per article was somewhat dependent on the length of the term lists for tags, keywords, and descriptors. An article with a higher number of tags, keywords, and descriptors would have a higher chance of having a larger number of matches and would also likely have more non-matches.

The maximum number of occurrences of specific matches show, again, that binary matches are generally more common than trinary matches (table 13).

The maximum number of matches of any kind per article was 15, the minimum 1, and the median 5.

While trinary matches involved an index term from each of the three user categories, binary matches involved only terms from two of three [End Page 37] categories. One question worth asking is whether one form of binary match was more common than the others.

Table 14. Comparison of number of binary matches between user/professional indexer, author/professional indexer, and author/user.
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Table 14.

Comparison of number of binary matches between user/professional indexer, author/professional indexer, and author/user.

While author/professional indexer matches were most common overall, when normalized it proved to be author/user matches in the related category that were the most common of the thesaural matches (table 14). User/professional indexer matches were more likely to be thesaural matches, while author/professional indexer matches were less likely to be thesaural matches. One potential limitation of this study is that it is impossible to ensure that items tagged by only one person have not been tagged by the article author. Since author/users matches are the most common category of thesaural matches, there remains a possibility that users tagging articles may in some cases actually be the authors of the articles in question. This becomes an issue since authors may have an incentive to promote their articles on CiteULike, but such an incident would not occur in a traditional journal database. However, it remains impossible to match a CiteULike user name to the name of an author of an article.

Related tags

Many relationships fell into the sixth category (45%)—related but with some ambiguity in the relationship. This category included relationships that were ambiguous or difficult to fit into categories 1-5, as well as relationships that were not formally listed in the thesaurus but suggested [End Page 38] by user tags, author keywords, or INSPEC's uncontrolled terms. Common relationships included the relationship between an object and its field of study, the relationship between two fields of study that examine different aspects of the same phenomenon, and the use of a methodology or form of inquiry in a new environment.

One of the most common examples of differing terminology choice was the use of "information seeking" and "information retrieval" to refer to the same articles. While these two areas of research examine different aspects of the same phenomenon (finding information), they are considered separately in information science literature. In INSPEC's thesaurus, "information seeking" is not a descriptor, but it is often used in the uncontrolled terms, since these terms are taken from the document itself, including the title and abstract. Since it is not a controlled term, "information seeking"-related articles tend to be tagged as "information retrieval" in INSPEC, while authors and users are more likely to tag them as "information seeking." Although Library Literature, the other source of professional indexer descriptors, does make the distinction between "information seeking" and "information retrieval," not all articles in the study were indexed in this database.

Another example of a non-thesaural relationship between terms is the relationship between "knowledge" and "knowledge management." Authors and users frequently use the term "knowledge" in their keywords and tags while the professional-indexer descriptor "knowledge management" is used by INSPEC. This relationship is not one of equivalence, or narrower or broader term, but there is a relationship between the two, as knowledge management is the field of study concerned with the organization and processing of organizational knowledge so that it can be located and reused.

An example of the use of a methodology or form of inquiry in a new environment is the use of the terms "link analysis" and "citation analysis" to describe the study of the relationships between web hyperlinks. While citation analysis has a long history in library and information science, and the term "citation analysis" is an INSPEC descriptor, link analysis or hyperlink analysis is a relatively new field examining a similar phenomenon in a new environment. Combining the terms "citation analysis" and "Internet" or "web" would serve the same function as the term "link analysis," but the combined term allows users to be more specific [End Page 39] without adding terms. This inclusion of newer terms in the user tags can happen faster than in a traditional thesaurus, as one of the goals of a thesaurus is to reproduce the accepted state of knowledge in a field, which leaves the leading edge of the field time to determine standard terminology that will eventually be added to the thesaurus.

Unrelated tags

Tags, keywords, and descriptors falling into the seventh category (Not Related) tended to fall into six basic types: time- and task-management tags, geographic descriptors, specific details and qualifiers, generalities, emergent vocabulary, and other. Since the author of this paper does not want to presume that the thesaurus is inherently superior in its indexing, descriptors that did not match any terms used by the author or users were also placed in this category.

Time- and task-management terms

The most common time- and task-management tags were "todo" (seven), "new" (seven), "print" (four), and "maybe" (three). Tags such as "todo," "maybe," and "new" suggest that users wish to be reminded of the item but have not yet read or not yet decided what to do with it. This appears to be the electronic equivalent of a stack of articles to be read. This type of tag is not represented in either author keywords or professional indexer descriptors because it is not thought to have value to anyone other than the individual assigning the tag. These tags also tend to have a short lifespan and so would require frequent updating of entries in a database or OPAC. Additionally, they tend to be specific to the user or small group. However, Amazon has shown that such tags can have value. Wishlists and recommender systems ("people who bought this book also bought these other things") can help people to find new and interesting items by following the purchasing and viewing trails of people who read and enjoy similar material. This suggests that scholars might well find a "todo" or "toread" tag useful if they find another scholar who is reading similar material, as suggested by the creator of CiteULike (Cameron). It is worth noting here that a specific "toread" tag did not turn up in the sample, but this information is encoded in the stars located in the article entries and is requested separately on the article entry form using a scale ranging from "Top priority" to "I don't really want to read this" (CiteULike 2005). [End Page 40]

Another time-management tag located in the unrelated category was "lis510," which looks like a course code. This is another example of a time- or space-sensitive tag that would presumably be of little use to anyone not teaching or taking the course. However, this tag could be extremely useful in an academic library where users could then search the catalogue for books and articles the professor has marked for the course.

Geographic and personal terms

Geographic tags, as previously indicated, were found mainly in the descriptors. This suggests that professional indexers are more likely to consider the geographic locations associated with the article to be relevant to the subject of the article. In the case of a copyright-related article tagged as "copyright, openaccess, romeo," the addition of the descriptor "Great Britain" would be extremely useful to a user searching for copyright-related articles, since copyright law varies greatly, depending on country of origin. However, it is quite understandable that users tagging this article did not consider this to be as important as the tags they actually used, since presumably this would already be known to them. Another example of this phenomenon was a study of library students in Turkey in which the descriptor "Turkey" was not included in either the author or user tags. Only four examples of geographic tags were found in user or author keywords, two referring to Internet policy in developing countries ("Brazil") and another two referring to the location of the authors of the article ("Berkeley"). Interestingly, these user tags were assigned where the descriptors failed to cover geographic location.

Specific details and qualifiers

Another category of unrelated terms consists of specific details of the systems or user groups studied, qualifiers, and methodologies. Surprisingly, the majority of these terms occurred only in the professional-indexer descriptors and did not appear in user or author keywords. Examples of these keywords included "college and university students," the specific group studied in the article, "medical information systems," the specific type of information system used in the information seeking study, and "surveys," representing the specific investigative method used in the tagged article.

The lack of such identifiers in many user- and author-tagged studies suggests that, for example, both users and authors appear more interested [End Page 41] in indicating that the article is about information seeking rather than about information seeking in a specific environment. Interestingly, the type of specific qualifiers used by users tended to refer to specific parts of the content of the article. For example, the term "web-graph" for a webometrics study was used to indicate that the article contains an application of graph theory to the topology of web links, while "pubmedmining" indicated an article involving data mining from Pubmed and Medline.

One additional area where users added specific tags was for the names of the authors of the paper. This was uncommon and only occurred three times in the data set.

Generalities

Comparable to the Specifics category, another category of unrelated items was Generalities, which consisted of extremely general terms that could apply to almost any article in a field. Examples included the terms "computers," "libraries/library," and "information." This is not wholly unexpected, as tagging systems lack a hierarchical thesaurus to provide access to broader or narrower terms. As a result, users of tagging systems have to provide any terms they consider relevant, including terms that might be considered too general to provide good distinction from other articles in the field.

Emergent vocabulary

Emergent vocabulary was another category found in the unrelated tags. Two prime examples of this phenomenon relate to the topic of this paper. The terms "folksonomy" and "tagging" have been used in this data set to tag articles related to online cataloguing efforts. While the term "tagging" is not new, its use in this context is somewhat new, replacing the term "labelling." The term "folksonomy" was introduced recently into the vocabulary by Thomas Vander Wal to indicate a collaboratively developed taxonomy (Vander Wal 2007).

Other

The most commonly used tag in this category was "no-tag," which occurred 18 times in the data set. This turned out to be a system-created default tag assigned to entries when the user has not assigned a tag. [End Page 42]

As such, it does provides no useful information about the contextual aboutness of the document for the user, although it does show interest in the document. It occurs in combination with other tags when multiple users have tagged the same document or if the original user neglects to remove it when editing the entry to add tags. This tag functions rather strictly as a bookmark and is one way for users to identify an article without having to commit to a specific category of aboutness or interest in the article.

Also in the Other category were two foreign-language tags: "etsint_ prosessit" and "Relevansvurdering." The term "etsint_prosessit" appears to be Finnish for search processing or query processing (via AltaVista Babelfish). The article in question was also tagged as "searchprocessing" by another user. "Relevansvurdering" appears to be Norwegian, with "vurdering" referring to an appraisal, appraisement, assessment, evaluation, judgement, or judgment. If "relevans" is relevance, then this also matches a tag given by another user. Non-English keywords were extremely rare in this data set. There were only three, and two were duplicates of "etsint_prosessit."

This suggests that currently many users of large-scale social bookmarking systems such as del.icio.us or CiteULike are English speaking or use English as a language of correspondence.

Discussion

This study demonstrates that there are differences among the user, author, and professional indexer views of the concept space of the articles analysed. While professional indexers considered geographic location to be an important part of the description of the aboutness of an article, authors and users tended to assume it was somewhat less important than the other contexts of the articles. In many cases this may be true. For example, the difference between an information-retrieval study performed in the United Kingdom and one performed in the United States is probably insignificant if related solely to the difference in geographic location.

A comparison of the use of single-word and multi-word indexing terms could be of interest but is somewhat hampered by the requirement that a [End Page 43] CiteULike tag be a single word. Many users have chosen to use hyphens or underscores to allow the use of multi-word tags in a single word and others have simply removed the spaces from multi-word groupings. The frequency of occurrence of such multi-word groupings is generally due to the lack of a single term in English to denote the subject, but may also be related to familiarity with traditional multi-word library subject headings as opposed to faceted classification systems. In faceted classification systems, core concepts are assigned separately to an item and can be combined in an ad hoc fashion to fully describe the aboutness of a document. Many tag sets presented examples of both a reliance on traditional multi-word subject headings and an attempt to build a faceted classification system.

Users considered time-management information to be important as a tag for articles. They wanted to encode information about their desire to read the article into the tags for easy access. This is seen in the use of tags such as "todo" and "maybe," as well as in the use of the "toread" interface provided by CiteULike when entering articles into the system. These terms suggest that users may be interested in codifying relationships that are outside the boundaries set by traditional thesaural categories—relationships that may fit Vannevar Bush's associative trails in the memex (Bush 1945).

Many user terms were found to be related to the author and professional-indexer terms but were not part of the formal thesauri used by the professional indexers and thus were not formally linked to the professional-indexer terms in these thesauri. In some cases, this was due to the use of broad terms that were not included in the thesaurus such as "information," "knowledge," or "computers." In many cases, this was due to the use of newer terminology or to differences in approach to a problem (information seeking versus information retrieval).

Users were much more likely to have provided a word that was a synonym, or actually used in the thesaurus, rather than a strict NT/BT, RT relationship. Many user terms fell into the Related category, meaning they might qualify as an entry vocabulary to the stricter controlled vocabulary or provide evidence of the use of the article in fields of study not envisioned by the author or original indexer. However, care by the indexer to provide sufficient coverage of the article can help to alleviate the problem; INSPEC's uncontrolled tags are useful this way. [End Page 44]

Conclusions and future work

Although categorization, description, and classification are ubiquitous human activities with deep roots in both cognition and culture, large document collections have traditionally relied on a professionalized version of these activities. Professional intermediaries in the form of cataloguers and indexers classify and describe the documents according to strict standards of term consistency (describing everything in the same way, to enhance recall) and adherence to a set of policy decisions, set out in the texts of cataloguing standards, classification systems, and controlled vocabularies. This consistency of terms is usually accompanied with an entry vocabulary, in the form of lead-in terms, that guides users from terms they might use to the ones used within the system. Controlled vocabularies, however, require training to use and are expensive to apply.

Collaborative tagging systems such as CiteULike allow users to participate in the classification of journal articles. These systems provide an intriguing conduit between professional classification and the innate, ubiquitous categorization activities common to all humans. Adam Mathes and others suggest that user classification systems would allow librarians to see what vocabulary users actually use to describe concepts and that this could then be incorporated into the system as entry vocabulary to the standard thesaurus subject headings (Hammond et al. 2005; Mathes 2004; Morville 2005) or allow items that had previously been outside the mandate of a library or indexing service to be categorized.

This study indicates that some of the differences between user tagging and professional indexing are mere differences of wording that can be bridged through algorithms using truncation or stemming. In other cases there are similar principles of aboutness and indexing practice, but with vocabulary that differs from the professional vocabulary, or shows variations in indexing exhaustivity. Many tagging categories have been considered too short term to be relevant, but as Shirky points out, East Germany was a short-term category that was used in many library catalogues (Shirky 2005), and should continue to be used in order to provide access to material from the era of East Germany.

However, time- and task-related tags and affective tags indicate principles of indexing that are significantly different from those traditionally used in libraries (Kipp 2007a) where the goal has been to provide general—not [End Page 45] personal—access. These short-term and highly personal tags suggest important differences between user classification systems and author or intermediary classification systems, which could have implications for system design.

Findings from this study suggest that it would be worthwhile to examine a data set that has been indexed consistently in one journal article database using a single controlled vocabulary in order to correct for any possible complications caused by the use of descriptors from different sources. Additionally, further work should examine articles from other disciplines to correct for any bias due to elements specific to a single discipline.

Margaret E.I. Kipp
School of Information Studies
University of Wisconsin Milwaukee
P.O. Box 413, 2200 E. Kenwood Blvd.
Milwaukee, WI 53201-0413
kipp@uwm.edu

Note

1. Tag data collected for this paper were collected by article and not by user, so there are no duplicate tags in the data set for a single article. A tag used more than once by different users will still appear only once in the set. Similar tags (e.g., variations in spelling) are not combined, as these are treated separately by the tagging system and are thus examined separately in this preliminary study.

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Additional Information

ISSN
1920-7239
Print ISSN
1195-096X
Pages
17-48
Launched on MUSE
2011-02-26
Open Access
Yes
Archive Status
Archived 2022
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