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Thema
Tom Richardson
Neha Thanki
June 23, 2014
1. Subjects in Context
2. Thema Overview
3. Thema Implementation
Thema in 3 easy pieces
Subjects in Context
Subject
Audience
Audience Range
Why do publishers supply these
metadata values?
They allow your trading partners, librarians, and
other data users to
• select the right books, and
• winnow book lists do...
These are broad, generalized values but without
them the only option to differentiate between
Trade Fiction and Picture Bo...
Don’t contradict yourself.
• Pairing a General Trade audience code with a
Juvenile subject is a contradiction of terms.
Do...
All Juvenile and Young Adult books need
Audience Range
coding to support at least interest age as well as
grade and readin...
It will be used to present your books to
consumers, provide structure to websites,
catalogues and other systems that help
...
• Trade Book Classification
• Library Book Classification
• Keywords
Types of Subject Classifications
Done by librarians to classify books within broad
world knowledge based systems – LC and Dewey.
Publishers don’t need to d...
Best Practices for Keywords in Metadata
https://www.bisg.org/publications/best-
practices-keywords-metadata
and the subjec...
• Limited vocabulary
• Subjects are groupings of books that are
available for sale.
It exists to provide RETAILERS (and th...
Both
Thema and BISAC
are trade book classification systems.
• Mandatory on ALL books sold.
• A single subject to describe the book’s main
subject.
• Be specific – this is used by oth...
• Use as many additional subjects as
appropriate, but fewer are better.
• Use the highest code in the hierarchy.
Additiona...
Thema Overview
Thema is live!
• Version 1.0 was released November 2013
• BISAC to Thema Mapping and support is
available
• 2014 is the ye...
A single subject classification scheme supporting
global trade for all book products
Physical or Digital
for the purpose o...
It’s a possible replacement for BISAC Subjects.
(But no Canadian or US retailer wants publishers to stop
supporting BISAC ...
It will replace BIC Subjects.
(The current version of BIC is the last one. The UK will
use Thema for future updates.)
Them...
It just a system of codes that establishes a book’s
Main Subject and Additional Subjects
for retailers, done for the same ...
Publishers could clearly communicate all
product data internationally
– except subject classification.
The need was obvious
Thema can replace local schemes and the need
for endless mappings & conversions.
Retailers and anyone using international
...
Digital metadata is international.
This is obvious
AIE
Amazon.co.uk
Australian PA
Baker & Taylor
Barnes & Noble
BIC
BISG
Bokrondellen
Booknet Canada
Bowker
BTLF
CB
Danish PA...
National Groups are formed and include all
English speaking markets.
Governance is similar to ONIX and run by
EDItEUR.
The...
Thema
• Supports both the English and French
language supply chains in a single list.
• English and French Thema governance is
d...
1KBC
Canada’s Thema Geography Code already has
148
sub-codes
and there are 7 additional Canada
specific political and soci...
• Thema has the potential to provide
better coverage of Canadian subjects.
• Thema gives Canadian publishers better
suppor...
BISAC to Thema Translator
http://bisactothema.biblioshare.org/
BISAC to Thema Translator Manual
https://booknetcanada.atla...
• Continue to provide BISAC Subjects on new
titles and maintain it on their backlist.
• Begin supplying Thema Subjects and...
Canadian and international retailers, or any
other service provider, can’t adopt Thema
(or any new metadata standard) unti...
Thema is a positive and useful
standard for Canadian publishing
that deserves rapid adoption.
Thema Implementation
Get the documents from EDItEUR site
www.editeur.org/151/Thema
• Version 1.0 headings and code (Excel)
• Basic Instructions...
2. Familiarize yourself
The Basic Instruction PDF is short – 12 pages:
1. Introduction (pg 1)
2. Structure (pg 1-2)
3. Six...
7. Use in ONIX (pg 10-11)
8. In other formats (pg 12)
Technical staff (implementers or receivers) will
find pages 10 to 12...
The 20 Subject Categories by
Their Code’s Leading Character
A The Arts
C Language & Linguistics
D Bio., Lit. & Lit. Studie...
The 6 Qualifier Lists by
Their Code’s Leading Number
1 Geographical
2 Language
3 Time period
4 Educational Purpose
5 Age &...
Available on the following Qualifier Lists:
• Geography (Canada has 155)
• Time Period
• Educational Purpose
• Interest Ag...
YBC
Children’s picture books
Plus Qualifier List 5 has
Merchandising codes:
5HCJ Mother’s Day
Love You Forever
NHF
Asian history
1KBC-CA-OSM
Greater Toronto Area
3MNQX c 1880 to c 1889
3MNQZ c 1890 to c 1899
3MP c 1900 to c 1999
The ...
1 Geography
1K The Americas
1KB North America
1KBC Canada
Hierarchy and National Extensions
Example Code: 1KBC-CA-OSM
-CA-...
Any database or metadata suite that can handle
• repeatable subjects
And assumes a subject is represented by
• a defining ...
Make sure your system can distinguish between
the book’s Main Subject and its Additional
Subjects.
A Main Subject is the O...
Can you export Thema codes in ONIX or any
other document?
If you use ONIX 2.1, does your software support
the Main Subject...
Raise awareness among
• Marketing staff
• IT or your software vendor
• Editorial and data quality – who will
have new leve...
No retailer can implement their Thema
program until they have data to vet, but
you can make sure they know what
you’re doi...
Thema
• Code front list and best selling titles
• Map codes from existing scheme for
backlist
Review and update coding bas...
Thema
At this point there’s no such thing
• Maintain BISAC Subjects and apply them as
you have in the past.
Retailers need...
Thema
• BISG’s BISAC to Thema mapping
• ^ awesome because your titles (should)
already have BISAC codes!
• BISAC to Thema ...
BookNet has set up a Google Group Email list:
“A discussion board for the Canadian English
language publishing supply chai...
Shy? Have a question you don’t want in front of
your peers?
You can solicit help from BNC staff at the same
email.
biblio@...
The Thema National Group for Canada
(English Language Supply Chain) needs a few
good people to read, think, and represent ...
Thank you
biblio@booknetcanada.ca
Tom Richardson: trichardson@booknetcanada.ca
Neha Thanki: nthanki@booknetcanada.ca
http:...
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Thema webinar from BookNet Canada, June 2014

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Thema is a new international subject classification standard for books. It should be used in addition to BISAC (the North American subject classification standard). Download these slides for helpful information on what Thema is, why you should use it, and how to start implementing it.

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Thema webinar from BookNet Canada, June 2014

  1. 1. Thema Tom Richardson Neha Thanki June 23, 2014
  2. 2. 1. Subjects in Context 2. Thema Overview 3. Thema Implementation Thema in 3 easy pieces
  3. 3. Subjects in Context
  4. 4. Subject Audience Audience Range Why do publishers supply these metadata values?
  5. 5. They allow your trading partners, librarians, and other data users to • select the right books, and • winnow book lists down. These metadata values are used to direct book metadata within organizations to professionals and decisions makers who specialize in areas like Children’s Books, Nonfiction, Romance, etc.
  6. 6. These are broad, generalized values but without them the only option to differentiate between Trade Fiction and Picture Books is manual vetting. Most organizations will direct a book based on what you tell them in the metadata, but if it goes to the wrong gatekeeper it may not go further.
  7. 7. Don’t contradict yourself. • Pairing a General Trade audience code with a Juvenile subject is a contradiction of terms. Don’t repeat codes. • Coding is hierarchical – you don’t need to supply a “Fiction-General” code if you’ve supplied a specific fiction code. Be professional and specific
  8. 8. All Juvenile and Young Adult books need Audience Range coding to support at least interest age as well as grade and reading age values if appropriate. Ranges should be specific (3 years or less). Support the metadata fully
  9. 9. It will be used to present your books to consumers, provide structure to websites, catalogues and other systems that help consumers find (and buy) the book. at best by a cursory assessment with little chance of appeal. If your data is accurate If not, your data is replaced
  10. 10. • Trade Book Classification • Library Book Classification • Keywords Types of Subject Classifications
  11. 11. Done by librarians to classify books within broad world knowledge based systems – LC and Dewey. Publishers don’t need to do this -- or have the training required -- but most books have C I P Cataloguing In Publication information on file. Why not add that information to your to your metadata to help support library sales? Library Subject Classifications
  12. 12. Best Practices for Keywords in Metadata https://www.bisg.org/publications/best- practices-keywords-metadata and the subject of a future BNC Webinar. Keywords are a discovery tool, a way to provide search term alternatives, but they provide an important way to add specificity to generalized Trade Book Classification Keywords
  13. 13. • Limited vocabulary • Subjects are groupings of books that are available for sale. It exists to provide RETAILERS (and their customers) a guide to the “right section” and “right shelf” of their bookstore or on-line site. Trade Book Classification
  14. 14. Both Thema and BISAC are trade book classification systems.
  15. 15. • Mandatory on ALL books sold. • A single subject to describe the book’s main subject. • Be specific – this is used by other publishing professionals. Main Subject
  16. 16. • Use as many additional subjects as appropriate, but fewer are better. • Use the highest code in the hierarchy. Additional Subject(s)
  17. 17. Thema Overview
  18. 18. Thema is live! • Version 1.0 was released November 2013 • BISAC to Thema Mapping and support is available • 2014 is the year of implementation
  19. 19. A single subject classification scheme supporting global trade for all book products Physical or Digital for the purpose of Trade Book classification for retailers. What is Thema?
  20. 20. It’s a possible replacement for BISAC Subjects. (But no Canadian or US retailer wants publishers to stop supporting BISAC yet – and BISG plans to continue to support BISAC indefinitely.) Thema is new
  21. 21. It will replace BIC Subjects. (The current version of BIC is the last one. The UK will use Thema for future updates.) Thema is new
  22. 22. It just a system of codes that establishes a book’s Main Subject and Additional Subjects for retailers, done for the same reasons you use BISAC or BIC now. It’s a molehill, not a mountain. Thema isn’t a big time commitment
  23. 23. Publishers could clearly communicate all product data internationally – except subject classification. The need was obvious
  24. 24. Thema can replace local schemes and the need for endless mappings & conversions. Retailers and anyone using international metadata saw the advantage immediately. The need was obvious
  25. 25. Digital metadata is international. This is obvious
  26. 26. AIE Amazon.co.uk Australian PA Baker & Taylor Barnes & Noble BIC BISG Bokrondellen Booknet Canada Bowker BTLF CB Danish PA Dilve Editis Electre Elkotob.com Elsevier Giant Chair Guild of Book Dealers (Russia) Hachette HarperCollins Informazioni Editoriali Ingram Japan Publishers Organisation Kobo Kogan Page Libri MVB Nielsen Book Norske Bokdatabasen NTCPDS China Random House Springer Waterstones Sign-in was rapid
  27. 27. National Groups are formed and include all English speaking markets. Governance is similar to ONIX and run by EDItEUR. Thema is being used now. Europe has active use.
  28. 28. Thema
  29. 29. • Supports both the English and French language supply chains in a single list. • English and French Thema governance is distinct and independent of each other, while cooperating on the final code list. Why is it needed for Canada?
  30. 30. 1KBC Canada’s Thema Geography Code already has 148 sub-codes and there are 7 additional Canada specific political and socioeconomic codes Why is it needed for Canada?
  31. 31. • Thema has the potential to provide better coverage of Canadian subjects. • Thema gives Canadian publishers better support for international sales. Why is it needed for Canada?
  32. 32. BISAC to Thema Translator http://bisactothema.biblioshare.org/ BISAC to Thema Translator Manual https://booknetcanada.atlassian.net/wiki/displa y/UserDocs/BISAC+to+Thema+Translator Help: bisactothema@booknetcanada.ca The tools are in place
  33. 33. • Continue to provide BISAC Subjects on new titles and maintain it on their backlist. • Begin supplying Thema Subjects and Qualifiers on new titles and backlist as soon as possible to facilitate retailer adoption and help identify problems. Data suppliers are asked to
  34. 34. Canadian and international retailers, or any other service provider, can’t adopt Thema (or any new metadata standard) until publishers begin to provide data. It’s up to publishers first
  35. 35. Thema is a positive and useful standard for Canadian publishing that deserves rapid adoption.
  36. 36. Thema Implementation
  37. 37. Get the documents from EDItEUR site www.editeur.org/151/Thema • Version 1.0 headings and code (Excel) • Basic Instructions (PDF) • Executive briefing (PDF) 1. Gather materials
  38. 38. 2. Familiarize yourself The Basic Instruction PDF is short – 12 pages: 1. Introduction (pg 1) 2. Structure (pg 1-2) 3. Six Rules and Two Notes (pg 3-4) 4. Subject Categories summary (pg 4-7) 5. Qualifiers summary (pg 7-8) 6. Examples (pg 9)
  39. 39. 7. Use in ONIX (pg 10-11) 8. In other formats (pg 12) Technical staff (implementers or receivers) will find pages 10 to 12 helpful as it has information about what valid codes should look like as well as guidelines for how and why to truncate codes. 2. Familiarize yourself
  40. 40. The 20 Subject Categories by Their Code’s Leading Character A The Arts C Language & Linguistics D Bio., Lit. & Lit. Studies F Fiction & Related G Reference & Interdisciplinary J Society & Social Studies K Economics, Finance, Business L Law M Medicine & Nursing N History P Mathematics & Science Q Philosophy & Religion R Earth Sci., Geography T Technology, Engin., Agric. S Sports & Outdoor Recreation U Computing & Info Technology V Health, Relationships W Lifestyle, Hobbies & Leisure X Graphic Novels, etc. Y Children’s, Teenager, & Educ.
  41. 41. The 6 Qualifier Lists by Their Code’s Leading Number 1 Geographical 2 Language 3 Time period 4 Educational Purpose 5 Age & Special Interest 6 Style
  42. 42. Available on the following Qualifier Lists: • Geography (Canada has 155) • Time Period • Educational Purpose • Interest Age & Special Interest Neither Language nor Style Qualifiers have national extensions. National Extensions
  43. 43. YBC Children’s picture books Plus Qualifier List 5 has Merchandising codes: 5HCJ Mother’s Day Love You Forever
  44. 44. NHF Asian history 1KBC-CA-OSM Greater Toronto Area 3MNQX c 1880 to c 1889 3MNQZ c 1890 to c 1899 3MP c 1900 to c 1999 The Chinese in Toronto from 1878
  45. 45. 1 Geography 1K The Americas 1KB North America 1KBC Canada Hierarchy and National Extensions Example Code: 1KBC-CA-OSM -CA- Canadian Nat Extension O Ontario OS Southwestern ON OSM Greater Toronto
  46. 46. Any database or metadata suite that can handle • repeatable subjects And assumes a subject is represented by • a defining code value • In association with a unique code Should be able to support Thema – or any subject system in ONIX. 3. Assess your systems
  47. 47. Make sure your system can distinguish between the book’s Main Subject and its Additional Subjects. A Main Subject is the ONE mandatory Subject Code Qualifiers may also be part of Main Subject, but generally Qualifiers are “additional” subject support. 3. Assess your systems
  48. 48. Can you export Thema codes in ONIX or any other document? If you use ONIX 2.1, does your software support the Main Subject Composite? 3. Assess your systems
  49. 49. Raise awareness among • Marketing staff • IT or your software vendor • Editorial and data quality – who will have new levels of accuracy available in subjects. 4. Get your company on-board
  50. 50. No retailer can implement their Thema program until they have data to vet, but you can make sure they know what you’re doing. They’ll likely want to test your data! 5. Talk to your trading partners
  51. 51. Thema • Code front list and best selling titles • Map codes from existing scheme for backlist Review and update coding based on what you’ve learned • Export as metadata (notify recipients) Review and update coding based on feedback from retailers Implementation Milestones
  52. 52. Thema At this point there’s no such thing • Maintain BISAC Subjects and apply them as you have in the past. Retailers need time to make a transition. Neither Thema nor BISAC are, or should be considered a substitute for support for • Keywords • Library subject headings Legacy subject schemes
  53. 53. Thema • BISG’s BISAC to Thema mapping • ^ awesome because your titles (should) already have BISAC codes! • BISAC to Thema Translator • Demo! www.bisactothema.biblioshare.org Starting from BISAC
  54. 54. BookNet has set up a Google Group Email list: “A discussion board for the Canadian English language publishing supply chain to trade tips and information about the Thema book subject classification system.” Join by sending a request to the above email. Problems? biblio@booknetcanada.ca
  55. 55. Shy? Have a question you don’t want in front of your peers? You can solicit help from BNC staff at the same email. biblio@booknetcanada.ca
  56. 56. The Thema National Group for Canada (English Language Supply Chain) needs a few good people to read, think, and represent the needs of our supply chain in international decisions (not to mention a better name). The Group Discussion Board is a good starting point on this. Participate? biblio@booknetcanada.ca
  57. 57. Thank you biblio@booknetcanada.ca Tom Richardson: trichardson@booknetcanada.ca Neha Thanki: nthanki@booknetcanada.ca http://www.booknetcanada.ca Sign up for free BNC eNews facebook.com/BookNetCanada @booknet_canada

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