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Subject indexing

Subject indexing is a science topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Subject indexing rather than just read about it. In short: Subject indexing is the act of describing or classifying a document by index terms, keywords, or other symbols in order to indicate what different documents are about, to summarize their contents or to increase findability. In other words, the objective is to identify and describe the subject of documents.

Key takeaways

  • Subject indexing belongs to science; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Subject indexing to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Subject indexing from memory before moving on to harder problems.

Reference excerpt

Subject indexing is the act of describing or classifying a document by index terms, keywords, or other symbols in order to indicate what different documents are about, to summarize their contents or to increase findability. In other words, the objective is to identify and describe the subject of documents. Indexes are constructed, separately, on three distinct levels: terms in a document, such as a book; objects in a collection, such as a library; and documents (such as books and articles) within a field of knowledge. Subject indexing is used in information retrieval especially to create bibliographic indexes to retrieve documents on a particular subject. Examples of academic indexing services are Zentralblatt MATH, Chemical Abstracts, and PubMed. The index terms were mostly assigned by experts but author keywords are also common. The process of indexing begins with any analysis of the subject of the document. The indexer must then identify terms that appropriately identify the subject, either by extracting words directly from the document or assigning words from a controlled vocabulary. The terms in the index are then presented in a systematic order. Indexers must decide how many terms to include and how specific the terms should be. Together this gives a depth of indexing.

Subject analysis The first step in indexing is to decide on the subject matter of the document. In manual indexing, the indexer would consider the subject matter in terms of answer to a set of questions such as "Does the document deal with a specific product, condition or phenomenon?". As the analysis is influenced by the knowledge and experience of the indexer, it follows that two indexers may analyze the content differently and so come up with different index terms. This will impact on the success of retrieval.

Automatic vs. manual subject analysis Automatic indexing follows set processes of analyzing frequencies of word patterns and comparing results to other documents in order to assign to subject categories. This requires no understanding of the material being indexed. This leads to more uniform indexing but at the expense of the true meaning being interpreted. A computer program will not understand the meaning of statements and may therefore fail to assign some relevant terms or assign incorrectly. Human indexers focus their attention on certain parts of the document such as the title, abstract, summary and conclusions, as analyzing the full text in depth is costly and time-consuming. An automated system takes away the time limit and allows the entire document to be analyzed, but also has the option to be directed to particular parts of the document.

Term selection The second stage of indexing involves the translation of the subject analysis into a set of index terms. This can involve extracting from the document or assigning from a controlled vocabulary. With the ability to conduct a full text search widely available, many people have come to rely on their own expertise in conducting information searches and full text search has become very popular. Subject indexing and its experts, professional indexers, catalogers, and librarians, remains crucial to information organization and retrieval. These experts understand controlled vocabularies and are able to find information that cannot be located by full text search. The cost of expert analysis to create subject indexing is not easily compared to the cost of hardware, software and labor to manufacture a comparable set of full-text, fully searchable materials. With new web applications that allow every user to annotate documents, social tagging has gained popularity especially in the Web. One application of indexing, the book index, remains relatively unchanged despite the information revolution.

Extraction/Derived indexing Extraction indexing involves taking words directly from the document. It uses natural language and lends itself well to automated techniques where word frequencies are calculated and those with a frequency over a pre-determined threshold are used as index terms. A stop-list containing common words (such as "the", "and") would be referred to and such stop words would be excluded as index terms. Automated extraction indexing may lead to loss of meaning of terms by indexing single words as opposed to phrases. Although it is possible to extract commonly occurring phrases, it becomes more difficult if key concepts are inconsistently worded in phrases. Automated extraction indexing also has the problem that, even with use of a stop-list to remove common words, some frequent words may not be useful for allowing discrimination between documents. For example, the term glucose is likely to occur frequently in any document related to diabetes. Therefore, use of this term would likely return most or all the documents in the database. Post-coordinated indexing where terms are combined at the time of searching would reduce this effect but the onus would be on the searcher to link appropriate terms as opposed to the information professional. In addition terms that occur infrequently may be highly significant for example a new drug may be mentioned infrequently but the novelty of the subject makes any reference significant. One method for allowing rarer terms to be included and common words to be excluded by automated techniques would be a relative frequency approach where frequency of a word in a document is compared to frequency in the database as a whole. Therefore, a term that occurs more often in a document than might be expected based on the rest of the database could then be used as an index term, and terms that occur equally frequently throughout will be excluded. Another problem with automated extraction is that it does not recognize when a concept is discussed but is not identified in the text by an indexable keyword. Since this process is based on simple string matching and involves no intellectual analysis, the resulting product is more appropriately known as a concordance than an index.

… excerpt ends here. Continue reading the full article.

Worked examples

Example 1 — a first encounter with Subject indexing

Start with the simplest possible case. Write down what Subject indexing claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In science, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Subject indexing before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Subject indexing ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Subject indexing

In research
Subject indexing appears in science research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Subject indexing in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Subject indexing is common in secondary-school and first-year university syllabi. It links to neighbouring topics Index (publishing), Information retrieval techniques, Information science, so understanding it makes those chapters shorter.
In everyday life
Look for Subject indexing outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Subject indexing in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Subject indexing means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Subject indexing out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Subject indexing in simple terms?

Subject indexing is the act of describing or classifying a document by index terms, keywords, or other symbols in order to indicate what different documents are about, to summarize their contents or to increase findability. In other words, the objective is to identify and describe the subject of do…

Why does Subject indexing matter?

Because it connects several science ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Subject indexing?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Subject indexing.

Tags

  • Index (publishing)
  • Information retrieval techniques
  • Information science

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