DESIRE Information Gateways Handbook
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-2.1. Quality selection: ensuring the quality of your collection

In this chapter...
 
  • why develop and publish a selection policy for your gateway?
  • creating a scope policy and selection criteria for your gateway
  • guidelines for selecting and evaluating Internet resources
  • skills and training required by gateway staff in selection and evaluation
  • changing your selection criteria over time
  • quality ratings/labelling/PICS and other Internet initiatives in this area
Introduction
 

Subject gateways are sometimes called the Internet equivalent of a library, and in terms of the selection process this is certainly true.

Gateways are characterised by the focus and quality of their collections. They aim to provide their users with a quality controlled environment in which to search for information on the Internet and they do this by building selective collections where every resource that the gateway points to has been carefully selected for its quality.

The selection process involves people making value judgements about Internet resources and selecting only those resources that satisfy certain quality criteria.

But what constitutes a 'high quality' Internet resource? Information gateways need to use a service-driven definition of quality, where resources are selected for their relevance to the user group as well as their inherent features.

Selecting resources for a gateway therefore requires a clear understanding of the information needs of the end-users, as well of as the pros and cons of the design features of Internet sites.

Information gateways consciously emphasise the importance of skilled human involvement in the assessment and 'quality control' of their selected Internet resources. Selection and evaluation of resources for a gateway is typically done by a librarian or subject specialist, reflecting the fact that selection is based on an evaluation of the semantic content of the resources.

A formal selection policy can support the development of a consistent and coherent collection of high quality Internet resources.


Why develop and publish a selection policy for your gateway?
 

Many subject guides on the Internet do not explicitly state their selection policies, but there are a number of advantages in developing a formal selection policy for a gateway and publishing it on your site:

  • it helps users to appreciate that the service is selective and quality controlled
  • it helps users to understand the level of quality of information they will find when using the service
  • it helps gateway staff to be consistent in their selection and to maintain the quality of the collection
  • it can be used to train new staff
  • it ensures consistency in collections that are developed by a distributed team

By publishing your selection policy on the gateway you can help your users to conceptualise the nature of the collection they are using. On the Web, users are very often faced with a search box or an index, and it is not always easy for them to understand exactly what they are searching. An explicit selection policy can help them to understand the nature of your gateway service. The Centre for Information Quality Management (CIQM) recommends that database providers offer a 'published specification' or 'user-level agreement' to 'lessen the gap between user expectations and the reality of searching' (Armstrong, 1997). A formal selection policy can help to meet with this recommendation.

The integrity of a collection will depend on there being some consistency in the type and quality of resources that your staff decide to include in the collection. A formal selection policy can help to ensure that the selection is consistent and that the quality of the collection remains high.

A selection policy can ensure that the same member of staff makes consistent judgements about what they include in the collection. It can also ensure that different members of the staff team make consistent judgements and that they are all using the same selection criteria.

The selection policy can help new staff to understand quickly both the nature of the collection and the criteria they should use when selecting new resources to add to the gateway.

A formal policy can also help to ensure consistency of selection within a distributed team. For example, if a number of gateways are working collaboratively, an agreed selection policy can help to ensure that the combined collection has a consistent level of quality.


What is a selection policy?
 

In an information environment, a selection policy defines the criteria used for selecting resources to add to a collection. It will typically outline the scope of the collection and the criteria used when new resources are selected for the collection. The scope policy relates to the needs of the target user group, while the selection criteria relate to the inherent features of the Internet resources.

Defining the scope of the collection

Subject gateways do not aim to include every resource available on the Internet. The scope of a gateway defines the boundaries of the collection. The scope policy is therefore a broad statement of the parameters of the collection.

The scope policy of a service states what is and is not to be included in the catalogue. In the selection process, the scope of the service will affect the first decisions made about the quality of the resources. Those falling outside the scope will be rejected and the rest will have the quality criteria applied to them.

The scope criteria are the first filter through which the resources pass. They will tend to involve clear decisions; either a resource falls within the scope or it does not.

A scope statement will typically outline:

  • the subject areas covered by the gateway
  • the types of resources covered by the gateway

It may also outline:

  • language parameters (e.g. whether the gateway only includes resources in a certain language)
  • geographical parameters (e.g. whether the gateway only includes resources from a particular country)
  • other parameters of relevance to the user group served
E X A M P L E

Examples of scope policies


Defining the quality selection criteria

Subject gateways do not generally aim to point to every Internet resource that falls within their subject area and scope. They are characterised by their quality control, aiming to point only to the best resources available for their subject area and audience.

The selection criteria outline the qualities that a resource must have to be included in the collection.

E X A M P L E

Examples of quality selection criteria



Developing a selection policy for your gateway
 

How should a gateway develop its selection policy? Each gateway needs to develop its own unique set of selection criteria to take the information needs of the user group and the aims of the service into account.

The first steps are to define:

  1. your target user group
  2. the information needs of the user group
  3. the aims and objectives of the gateway (balancing what you'd like to cover with what you have the resources to cover)

Once these steps have been taken, it is a matter of defining a formal scope policy and a set of selection criteria.

The DESIRE project has created some tools for creating a scope and selection policy. The guidelines are not prescriptive and are designed to help an institution or service develop its own tailor-made policies in the light of its aims and audience. A comprehensive list of criteria is given, from which criteria relevant to the individual service can be chosen. The list has been drawn from a 'state of the art review' of current practice, library and Web literature.

Creating a scope policy

Some possible criteria for creating your scope policy are given below. For each heading you will need to outline the parameters to be used in your gateway. Not all of these will be appropriate for your audience and you may need to add additional criteria.

INFORMATION COVERAGE

Subject Matter

  • what subject matter is appropriate for the target audience?
  • are there any subjects which will be censored (e.g. for ethical reasons, such as resources produced by hate groups or resources about bomb-making/paedophilia etc.)
  • how important is the subject matter of linked sites?

Acceptable Types of Resource

  • what types of resource are appropriate for the target audience?
  • is the information scholarly rather than popular?
  • does the resource contain more than just a list of links?
  • is the site either proven to be or expected to be durable?
  • would a resource intended for use by an individual or local group be acceptable?
  • is it innovative - does it contain breakthrough design elements?

Acceptable Sources

  • which sources of information are acceptable/appropriate for the target audience?
  • are academic, government, commercial, trade/industry, non-profit private sources all acceptable?
  • are pages maintained by individual enthusiasts (e.g. students) acceptable?
  • is biased information acceptable, and are opinions and ideologies acceptable?

Acceptable Levels of Difficulty

  • which sources of information are acceptable/appropriate for the target audience?
  • are pages maintained by individual enthusiasts (e.g. students) acceptable?
  • is biased information acceptable, and are opinions and ideologies acceptable?

Acceptable Levels of Difficulty

  • what level of resource is appropriate for the target audience? (e.g. users may be school children or may be academics)

Advertising

  • are resources that contain advertising acceptable?
  • is there a limit to the amount of advertising that is acceptable?
  • are there any forms of advertising that will be censored?

ACCESS

Cost

  • how is charging going to affect selection - is the service only going to point to resources that are free to access?
  • are there any price limits in terms of the access charge?
  • what if resources are under copyright?

Technology

  • what technologies are appropriate for the target audience? (forms, ismaps, databases, CGI scripts, Java applications, frames, etc.)
  • what connectivity does your audience have and how will this affect selection?
  • what software do your users have and how will this affect selection? (e.g. will resources that work well in graphical browsers but not in line browsers be accepted?)
  • what hardware do your users have and how will this affect selection?

Registration

  • will the service accept resources where user-registration is necessary before the resource can be accessed?
  • is online registration acceptable?
  • if users must negotiate written contracts before access is possible, is this acceptable?

Special Needs

  • do your users have any special needs that will affect the resources selected? (e.g. large print or audio options for disabled users)

METADATA AND CATALOGUING ISSUES

Granularity

  • at what level will resources be selected/catalogued?
  • will resources be considered at the Web site/Usenet group level or the Web page/Usenet article level?

Resource description

  • what is the minimum amount of information needed to create a resource description in your catalogue, i.e. what basic information MUST a resource contain to be selected? (e.g. in a WWW document, contact details, last update details, etc.)
  • is there sufficient information to create a descriptive record?
  • will the service accept resources with/without specific metadata?

GEOGRAPHICAL ISSUES

Geographical Restraints

  • are any geographical restraints appropriate for your audience?
  • will the service cover information produced locally, from particular countries, particular continents or worldwide?

Language

  • in which languages are resources acceptable/appropriate to your target audience?

Creating quality selection criteria

Once you have defined the scope of your gateway, you will need to outline the level of quality that is acceptable within each individual resource.

A list of possible quality selection criteria is given below, from which criteria relevant to the individual service can be picked.

Content criteria: evaluating the information

  • validity
  • authority and reputation of source
  • accuracy
  • comprehensiveness
  • uniqueness
  • composition and organisation
  • currency, adequacy of maintenance

Form criteria: evaluating the medium

  • ease of navigation
  • provision of user support
  • use of recognised standards
  • appropriate use of technology
  • aesthetics

Process criteria: evaluating the system

  • information integrity (work of the information provider)
  • site integrity (work of the Webmaster/site manager)
  • system integrity (work of the systems administrator)

Fuller description of each of these criteria and examples can be found in an online tutorial called 'Internet Detective':

  . Tips

Internet Detective

Internet Detective is an interactive, online tutorial which provides an introduction to the issues of information quality on the Internet and teaches the skills required to evaluate critically the quality of an Internet resource. There is no charge, it takes around two hours to complete and it has interactive quizzes and exercises to lighten the learning process.

Selection criteria for quality controlled information gateways

This is a lengthy, peer-reviewed report which describes the DESIRE research into the development of quality systems and selection criteria for subject gateways. This report will be of interest to people wishing to see the research and methodology that lay behind the development of the lists of criteria given above. The lists resulted from a 'state of the art' review of quality issues, both within subject gateways and in other sectors, notably the private sector and industry.


Guidelines for selecting and evaluating Internet resources
 

The staff responsible for selecting new resources to add to the gateway will need to be able to select resources that together create a consistent and coherent collection of high quality Internet resources.

What constitutes a 'high quality' Internet resource? The definition of quality used here has been drawn from the commercial sector, where quality is seen to be closely related to customer satisfaction and to developing systems of continuous improvement. In the context of a subject gateway, the quality of a resource will depend on the users of the service, and the nature of the service, as well as the internal features of the resource itself. We suggest that for information gateways 'a high quality Internet resource is one that meets the information needs of the user'.

This is a service-oriented definition, and so, when evaluating the quality of Internet resources, gateway staff must consider the user group that they are serving as much as the Internet resources they are evaluating.

SOSIG (The Social Science Information Gateway) has come up with five steps that describe the selection process for gateway staff:

E X A M P L E

SOSIG selection procedure: Five steps to quality control

Before you start - get to know the quality of SOSIG

  • read the SOSIG scope policy, which outlines the subjects and types of resources that are acceptable
  • become familiar with the SOSIG service, especially the coverage of the collection; browse the database to see the kinds of resources that are acceptable
  • become familiar with the SOSIG quality selection criteria outlined in these Web pages

Finding resources

You may find it easier to divide the selection process into two stages:

  1. Spend time finding resources on the Internet and bookmarking those with potential.
  2. Go back to the bookmark list later to spend time evaluating each resource in some detail.

Once you have found a resource to evaluate, there are five steps to quality control, which are summarised below.

1. Ensure that the resource falls within the scope of SOSIG

This is the most important filter through which all resources should pass - if it isn't relevant then reject it! You can use the scope policy for guidance. Most important of all is to ensure that the resource is social science related! You can look at the browsing pages to see which subject areas the service covers.

2. Search the SOSIG collection

To avoid duplication within the SOSIG collection, it is essential that you go to 'Search SOSIG' and check that the resource is not already in the database. Consider how the resource will add to the SOSIG collection (this will get easier the more you get to know SOSIG). The coverage and balance of the collection is important. Try to find resources for subject areas that are not well covered.

3. Evaluate the content of the information

Content criteria are based on the information the resources actually contain. Of the criteria relating to the resources themselves, the content criteria are the most important. Content criteria should take precedence over form criteria - SOSIG users are likely to care more about getting the information that they need than about the form it takes.

4. Evaluate the form of the information

Form criteria relate to the medium, design and presentation of the resource. Some evaluation of the form can be made by considering the ease of navigation, provision of user support, and design. Resources should rarely be rejected on design points alone, but there may be factors which should be mentioned in your description of the resource (e.g. if a resource comes in a form that some users will not be able to access).

5. Evaluate the processes set up to support the resource

Process criteria relate to the fact that Internet resources can be volatile and can lack integrity. Some evaluation of the processes set up to support a resource is necessary. These may involve personnel as well as computer systems. You need to evaluate the likelihood that a resource will be adequately maintained over time and that it will remain current and stable.

Quality resources can now be added to SOSIG via the WWW catalogue form


Skills and training required by gateway staff in selection and evaluation
 

The choices made by the staff who select resources for a gateway will determine the nature of the collection. Recruitment and training of staff will therefore be a critical choice for your gateway.

Recruiting staff

Subject gateways typically employ librarians or subject specialists to select Internet resources to add to the gateways. This reflects an acceptance that to build a high quality collection you need:

  • a good understanding of the information needs of your target user group
  • to base selection on semantic judgements about the relevance and value of resources to your users
  • to have knowledge and expertise in the subject
  • to have knowledge and experience of information resources
  • skills in critical evaluation of information resources

Recruiting skilled and knowledgeable staff will help ensure the integrity of the gateway collection.

Training staff

Staff will need to be consistent in their selection criteria if the collection is to develop consistently. They will need to be familiar with the scope and selection criteria of your gateway, but will also need to develop skills for evaluating Internet resources. Training staff may involve:

  • 'editorial meetings'- where all the selection staff discuss the criteria to be used
  • creating a staff manual - giving staff paper or online copies of the selection policy
  • developing exercises and examples based on Web sites to evaluate
  • asking staff to complete the 'Internet Detective' online tutorial
  • monitoring the sites selected by new staff to check they comply with the selection policy
  • setting up an email list for all staff to discuss and debate any quality issues that arise

Changing your selection criteria over time
 

It may be necessary to update a selection policy, as the priorities for selection may change over time as a gateway collection matures.

Adapting scope policies

A new gateway may wish to focus on developing a core collection very quickly before broadening the parameters. The scope may be much narrower in the early stages of collection development. For example, a new gateway may set narrow parameters for things such as:

  • granularity (e.g. focus on Web sites as opposed to Web pages)
  • subjects covered (e.g. prioritise generic resources over resources for very rarely researched subjects)
  • geographic boundaries (e.g. focus on UK resources before adding those from elsewhere)
  • types of resource (e.g. focus on Web sites as opposed to mailing lists or newsgroups)

A more mature gateway on the other hand may broaden its scope once a core collection has been developed to include resources beyond the very narrow scope initially used. It may choose to extend its subject coverage, work at a finer level of granularity or include resources from different countries and of different types. These decisions should be reflected in the scope policy of the service.

Adapting selection criteria

The Internet offers uneven coverage of subjects, and this may affect the quality selection criteria used within different parts of a gateway collection.

For example, if a subject comes within the scope of the gateway but very few resources can be found about that subject, it may be that less stringent quality criteria should be used, to ensure that there is at least some subject coverage.

Conversely, if there are many resources available for a subject, then very stringent quality criteria may be used to ensure that the highest quality resources are selected in preference to others with the same subject coverage.

These issues relate to collection management, which is discussed in the Collection Management chapter of this handbook.


Quality ratings/labelling/PICS and other initiatives in this area
 

The Web and metadata communities have been exploring the potential for automated approaches to quality-related aspects of information management on the Internet. The main aim has been to create a system where the quality of an Internet resource can be described in a machine-readable form. If this were to be achieved a number of scenarios would become possible. For example:

  • search engines could retrieve or rank resources according to aspects of their quality
  • users could search for resources using particular quality requirements (e.g. only peer reviewed journals, or resources that work with version 3.1 of Netscape, or resources that have been approved by a librarian)
  • users could recommend and rate Internet resources in a standard format and share these ratings

There have been two main challenges:

  1. Creating the technological infrastructure to support machine-readable quality ratings.
  2. Creating metadata vocabularies to describe various quality attributes of Internet resources.

PICS and RDF

PICS and RDF both aim to provide a technological infrastructure to support machine-readable quality ratings.

PICS stands for Platform for Internet Content Selection. It has been approved by the W3C (World Wide Web Consortium) as an agreed standard for associating labels (metadata) with Web sites or Web pages. Essentially, these labels refer to the information content of the sites, and therefore provide a means of recording information about aspects of their quality. PICS has most famously been used to support the development of services that aim to protect children from X-rated sites on the Internet.

RDF stands for Resource Description Framework and is a standard approved by the W3C. It has emerged as a successor to PICS, offering a broader infrastructure for assigning metadata labels to Internet sites and pages. RDF can be used with many different metadata vocabularies, and certainly there is potential for it to be used with a vocabulary that describes the quality of an Internet resource.

Metadata vocabularies for quality

The second challenge has been to create metadata vocabularies to describe various quality attributes of Internet resources. At the time of writing no vocabulary has emerged but work is under way, particularly within the medical community, to create metadata labels for quality that can be incorporated into Internet resource discovery services.

With the basic RDF framework in place, it is now possible for different communities to create their own quality vocabularies and apply them to their own services.

How does this work relate to Information gateways?

This work has the potential to offer gateways a number of interesting possibilities, for example:

  • Internet cataloguers may use quality ratings to help them find high quality resources to add to their gateway
  • gateways may create machine-readable quality labels
  • they may incorporate user ratings into their services

The missing link, as things stand, is the development of quality vocabularies. Gateways may see it as their role to create such vocabularies and to use RDF to create machine-readable metadata about the quality of Internet resources. At present we cannot offer an example of a gateway doing this, but some key sites where new developments will appear are listed below.

E X A M P L E

Examples of recent work with PICS and quality ratings


Glossary
 

DutchESS Dutch Electronic Subject Service
EELS Engineering Electronic Library Sweden
PICS Platform for Internet Content Selection
RDF Resource Description Framework
SOSIG Social Science Information Gateway


References
 

DutchESS, http://www.konbib.nl/dutchess/

EELS, http://www.ub.lu.se/eel/

European Link Treasury, http://www.en.eun.org/news/european-link-treasury.html

Information Quality WWW Virtual Library, http://www.ciolek.com/WWWVL-InfoQuality.html

Internet Detective, http://www.sosig.ac.uk/desire/internet-detective.html

Länkskafferiet (Link Larder), http://lankskafferiet.skolverket.se/information/kvalitetskriterier.html

PICS Home Page, http://www.w3.org/PICS/

RDF Home Page, http://www.w3.org/RDF/

Scout Report, http://scout.cs.wisc.edu/index.html

SOSIG, http://www.sosig.ac.uk/

J. Alexander & M. A. Tate, Evaluating Web Resources,
http://www2.widener.edu/Wolfgram-Memorial-Library/webeval.htm

C. Armstrong, 'Metadata, PICS and Quality', Ariadne Issue 9. 1997
http://www.ariadne.ac.uk/issue9/pics/

N. Auer, Bibliography on Evaluating Internet Resources
http://www.lib.vt.edu/research/libinst/evalbiblio.html

D. Brickley, T. Gardner, R. Heery & D. Hiom, Recommendations on Implementation of Quality Ratings in an RDF Environment.
http://www.desire.org/html/research/deliverables/D3.2/

A. Cooke, Finding Quality on the Internet: a guide for librarians and information professionals,
(London: Library Association Publishing, 1999. ISBN: 1-85604-267-7).


Credits
 

Chapter author: Emma Place

With contributions from: Michael Day, Debra Hiom, Ann-Sofie Zettergren


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