Abstract

Automatic subject indexing addresses problems of scale and sustainability and can be at the same time used to enrich existing metadata records, establish more connections across and between resources from various metadata and resource collections, and enhance consistency of the metadata. In this work, automatic subject indexing focuses on assigning index terms or classes from established knowledge organization systems (KOSs) for subject indexing like thesauri, subject headings systems and classification systems. The following major approaches are discussed, in terms of their similarities and differences, advantages and disadvantages for automatic assigned indexing from KOSs: “text categorization,” “document clustering,” and “document classification.” Text categorization is perhaps the most widespread, machine-learning approach with what seems generally good reported performance. Document clustering automatically both creates groups of related documents and extracts names of subjects depicting the group at hand. Document classification re-uses the intellectual effort invested into creating a KOS for subject indexing and even simple string-matching algorithms have been reported to achieve good results, because one concept can be described using a number of different terms, including equivalent, related, narrower and broader terms. Finally, applicability of automatic subject indexing to operative information systems and challenges of evaluation are outlined, suggesting the need for more research.

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