Design of a Rule Set for Metadata Creation Using Conceptual Modeling of Creation Process and an Analysis of Orientedness

本研究的目的是提出一种设计元数据创建规则集的方法，该方法在概念层面上利用创建过程的通用模型，并应用一个新的概念“面向性”。提出了一种利用编目过程的概念建模，并应用前人研究中提出的面向性概念来设计编目规则的方法。此外，还提出了一个概念级编目过程的通用模型，该模型独立于任何情况、系统或编目代码。设计方法由几个阶段组成：(1)阶段0：通过使用面向性来指定功能和非功能需求。还定义了编目器任务，它们是编目过程的组成部分。(2)阶段1：构建核心模型，该模型包括(a)每个任务下的基本事件模式，(b)适用于每个事件的操作模式，以及(c)事件和操作对中涉及的面向性。(3)阶段2：传播核心模型以反映单个数据元素的特征。接下来，通过参考面向性选择事件和动作模式对来定义传播模型，以匹配特定的情况。提出的设计方法被应用于记录证据的新问题，该问题解释了为什么以及如何记录元素的数据值。记录证据超出了传统编目实践和规则的范围。结果表明，按照设计方法，可以得到适当的证据记录规则。提出了一种减少记录证据费用和工作量的方法。首先，提出了编目员与系统交互记录图书书目记录证据的方案。其次，根据该方案开发了原型系统，并进行了系统性能测试。

The aim of the present study was to propose a method of designing a rule set for metadata creation by utilizing a general model for the creation process at the conceptual level and applying a new concept‘orientedness.'1.A method was proposed to design cataloging rules by utilizing conceptual modeling of the cataloging process, and also by applying the concept of orientedness set out in the previous study. Also, a general model for the cataloging process at the conceptual level, which is independent of any situation, system, or cataloging code, was proposed. The design method was made up of several phases :(1)Phase 0 : Specifying functional and non-functional requirements by use of orientedness. Cataloger tasks, which are constituents of the cataloging process, are also defined.(2)Phase 1 : Building a core model, which consists of (a)basic event patterns under each task, (b)action patterns applicable to each event, and (c)orientedness involved in an event and action pair.(3)Phase 2 : Propagating the core model to reflect the characteristics of an individual data element. Next, the propagated model is defined by choosing pairs of event and action patterns while referring to orientedness, in order to match a particular situation.2.The proposed design method was applied to the new issue of recording evidence which explains why and how the data values are recorded for elements. Recording evidence is beyond the scope of conventional cataloging practice and rules. However, it was shown that, by following the design method, proper rules for recording evidence were obtained.3.A way to minimize costs and effort in recording evidence was proposed. First, a scenario in which a cataloger and a system interact with each other in recording evidence in bibliographic records for books was proposed. Second, a prototype system was developed in accordance with the scenario and an experiment was conducted to examine the system's performance.