Authority Control and Subject Indexing
| Keywords |
| Classification |
Keyword |
| OFICIAL |
Information Science |
Instance: 2025/2026 - 2S 
Cycles of Study/Courses
| Acronym |
No. of Students |
Study Plan |
Curricular Years |
Credits UCN |
Credits ECTS |
Contact hours |
Total Time |
| CINF |
46 |
Study plan |
2 |
- |
9 |
60,5 |
243 |
Teaching Staff - Responsibilities
Teaching language
Portuguese
Objectives
The students should acquire competencies to create access points by author/producer of information, by title and by subject, using, in this case, indexing languages (subject headings, thesauri and classifications). They should also understand and apply authority control techniques for the establishment of access points and use automated systems for this purpose.
Learning outcomes and competences
At the end of this curricular unit, the students must:
- know how to use controlled language to the establishment of access points by author/producer of information, using adequate standards, as well as to establish access points by author/producer and by title;
- know how to use controlled indexing languages to represent and to retrieve information by subject;
- know how to use automated systems in authority control work.
Working method
Presencial
Program
1. The authority control: general issues
1.1 Principles, standards and models of functional requirements for the authority control
1.2 Reference sources for authority control
1.3 The automation of the authority control
2. Access to information by information producers and title
2.1 Determination of the access points in the different kind of works
2.2 The form of access points for information producers and titles
2.3 Producers in archives - the ISAAR(CPF) standard
2.4 Construction of access points by producer and title in automated systems
3. Access to information by subject
3.1 Conceptual foundations of subject indexing
3.2 The process of subject indexing: analysis of the semantic content and identification of concepts
3.3 The representation of conceps: controlled subject indexing languages
3.3.1 Vocabulary languages
3.3.1.1 Type, structure and application
3.3.1.2 Methods for the construction of subject headings lists and thesauri
3.3.2 Categorial languages
3.3.2.1 Type, structure and use
3.3.2.2 Universal Decimal Classification: main tables, common and special auxiliar tables
3.4 Construction of access points by subject in automated systems
Mandatory literature
CONSEIL INTERNATIONAL DES ARCHIVES. Comité sur les normes de description; ISAAR(CPF) : norme internationale sur les notices d'autorité utilisées pour les archives relatives aux collectivités, aux personnes et aux familles. 2ème éd., Paris : C. I. A., 2004
IFLA. Study Group on the Functional Requirements for Bibliographic Records; Requisitos funcionais dos registos bibliográficos : um modelo conceptual. ISBN: 978-972-565-478-1
IFLA. Working Group on Functional Requirements and Numbering of Authority Records (FRANAR); Requisitos funcionais para dados de autoridade : um modelo conceptual. ISBN: 978-972-565-478-1
International Organization for Standardization; ISO 25964-1: Information and documentation - Thesauri and interoperability with other vocabularies. Part 1: Thesauri for information retrieval, 2011
Jesús Jiménez Pelayo;
El^catálogo de autoridades. ISBN: 84-9704-027-9
LANCASTER, F. W.; Thesaurus construction and use : a condensed course, Paris : UNESCO, 1985
Oliver, Chris; Introducing RDA : a guide to the basics. ISBN: 978-1-85604-732-6
PORTUGAL. Instituto Português da Qualidade. Comissão Técnica 7; Norma portuguesa 3715 : documentação : método para a análise de documentos, determinação do seu conteúdo e selecção de termos de indexação, Lisboa : I.P.Q., 1989.
Regras de Catalogação : descrição e acesso de recursos bibliográficos nas bibliotecas de língua portuguesa. Concepção e redacção José Carlos Sottomayor, Lisboa : BAD - Associação portuguesa de Bibliotecários, Arquivistas e Documentalistas, 2008. ISBN: 972-9067-38-9
Regras portuguesas de catalogação. Coordenação técnica, revisão e índices Armando Nobre de Gusmão, Fernanda Maria Guedes de Campos , José Carlos Sottomayor. 2.ª reimp., Lisboa : Biblioteca Nacional, 1999. vol. 1
Simões, Maria da Graça; Classificação decimal universal : fundamentos e procedimentos. ISBN: 978-972-40-3570-3
Simões, Maria da Graça; Classificações bibliográficas : percurso de uma teoria. ISBN: 978-972-40-4608-2
Tillett, Barbara B. 340;
Authority control in the online environment. ISBN: 0-86656-871-9
International Standard Organization; ISO 25964-1:2011: Information and documentation: Thesauri and interoperability with other vocabularies. Part 1 - Thesauri for information retrieval, ISO, 2011
Complementary Bibliography
Broughton, Vanda;
Essential thesaurus construction. ISBN: 1-85604-565-X
GIL URDICIAIN, Blanca; Manual de lenguajes documentales. 2.ª ed. revisada y ampliada, Gijón : Ediciones Trea, 2004. ISBN: 84-9704-138-0.
Hunter, Eric J.; Classification made simple. ISBN: 0-566-05605-4
MORENO FERNÁNDEZ, Luís Miguel; BORGOÑÓS MARTÍNEZ, María Dolores; Teoría y práctica de la Clasificación Decimal Universal (CDU). 2.ª ed. rev, corr. y ampl., Gijón : Ediciones Trea, 2002. ISBN: 84-9704-051-1.
Comments from the literature
Complementary references will be indicated during classes.
Teaching methods and learning activities
The theoretical classes have the support of presentations and the use of the main standards for this curricular unit.
The practical classes are devoted to the accomplishment of practical exercises.
Software
Bibliobase
NYRON
keywords
Humanities > Information science
Evaluation Type
Distributed evaluation with final exam
Assessment Components
| Designation |
Weight (%) |
| Exame |
50,00 |
| Trabalho prático ou de projeto |
50,00 |
| Total: |
100,00 |
Amount of time allocated to each course unit
| Designation |
Time (hours) |
| Estudo autónomo |
83,00 |
| Frequência das aulas |
58,50 |
| Trabalho escrito |
100,00 |
| Total: |
241,50 |
Eligibility for exams
Attendance at 75% of the classes is required, except in cases preview in the assessment regulation.
Calculation formula of final grade
The assignment consists of a group work (2 students) and a final exam. The students must have a positive rating (minimum 9.5) in each evaluation component. Group assignment has a global weight of 50%, and the final exam has also a weight of 50%.
Examinations or Special Assignments
Not applicable.
Internship work/project
Not applicable.
Special assessment (TE, DA, ...)
The work students are not dismissed from any of the evaluation assessments.
Classification improvement
The improvement of the classification can be obtained in the Final Exam component and/or by the assignment reformulation.