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<section class="section"> <a href="#main-content" id="main-content" tabindex="-1"></a> <div data-drupal-messages-fallback class="hidden"></div><div id="block-nisotheme-content" class="block block-system block-system-main-block"> <div class="content"> <h1><span class="field field--name-title field--type-string field--label-hidden">Criteria for Indexes (Z39.4) Working Group</span> </h1> <main class="main"> <section class="section clearfix"> <h4 class="section__subheading"> ANSI/NISO Z39.4, Criteria for Indexes is now published! </h4> <p>This working group's output, <strong><a href="/publications/z394-2021-indexes">ANSI/NISO Z39.4 Criteria for Indexes</a></strong> was approved by ANSI on July 12, 2021 and published by NISO on July 14. </p> </section> <section class="section clearfix"> <h2>Overview</h2> <p>This project ran from August 2019 to July 2021.</p> <h4>Background</h4> <p>NISO did not have a standard addressing indexes and related information retrieval mechanisms. There was an outdated technical report from 1997 (<a href="/publications/tr02-1997-guidelines-indexes">NISO TR02-1997, Guidelines for Indexes and Related Information Retrieval Devices</a>) which was based on Z39.4-1984, Basic Criteria for Indexes. When Z39.4-1984 (whose first edition was published in 1959) was being revised, consensus could not be reached by the voting members on approval of the draft revised standard, so it was published instead as a Technical Report.</p> <p>The scope of NISO TR02-1997 included guidelines for the content, organization, and presentation of indexes used for the retrieval of documents and parts of documents. It also included the principles of indexing, regardless of the type of material indexed, the indexing method used (intellectual analysis, machine algorithm, or both), the medium of the index, and the method of presentation for searching. While this publication was very robust, it was twenty years out of date and did not address more modern techniques such as embedded indexing and indexes designed for electronic searching. Also, it was not quite specific enough in book indexing and not organized in a way to be useful as a guide for book indexers.</p> <p>Using NISO TR02-1997 as a starting point, this Working Group reviewed, revised and extended it as needed to address issues of currency and completeness of coverage. All relevant advances in technology and techniques since 1997 were addressed, including embedded indexing. This work was put forward to NISO voting members in Spring 2021 for their approval as an ANSI/NISO standard (Z39.4). </p> <p><a href="https://groups.niso.org/higherlogic/ws/public/document?document_id=24766">The draft for comment version is still available together with comments and responses.</a></p> </section> </main> <div class="sidebar"> <article class="teaser teaser-green teaser__include-header"> <div class="teaser__header teaser__header-green"> <div class="teaser__header-title teaser__header-title-small"> Standard </div> </div> <div class="teaser__info"> <h4 class="teaser__title teaser__title-green teaser__title-normal"> <a href="/publications/z394-2021-indexes" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">ANSI/NISO Z39.4-2021 Criteria for Indexes</span> </a> </h4> <div class="teaser__body teaser__body-small"> <div>July 14, 2021</div> </div> </div> </article> </div> <div class="page__full_bottom"> <div class="hline hline__green "> <h2>Documents</h2> </div> <div class="callout__gold callout__block-padded"> <div class="list-three-across"> <div class="smart-grid" data-row-items-small="1" data-row-items-medium="2" data-row-items-large="2" data-row-items-xlarge="3"> <article class="teaser teaser-green teaser__include-header"> <div class="teaser__header teaser__header-green"> <div class="teaser__header-title teaser__header-title-small"> </div> </div> <div class="teaser__info"> <h4 class="teaser__title teaser__title-green teaser__title-normal"> <a href="https://groups.niso.org/apps/group_public/download.php/20761/" class="teaser__title-link"> Proposed NISO Work Item: New Standard: Criteria for Indexes / Proposal for Consideration by the NISO Voting Membership / Approval Ballot Period: January 21-February 20, 2019 </a> </h4> <div class="teaser__body"> <div></div> </div> </div> </article> </div> </div> </div> <div class="hline"> <h2>Committee Roster</h2> </div> <div class="callout__grey callout__block-padded"> <div class="list-three-across"> <h3> Co-chairs </h3> <div class="smart-grid" data-row-items-small="1" data-row-items-medium="2" data-row-items-large="2" data-row-items-xlarge="3"> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/marti-heyman" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Marti Heyman</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Executive Director, Metadata Strategy and Operations </em> <div class="company-name"> OCLC Online Computer Library Center </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/pilar-wyman" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Pilar Wyman</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Chief Indexer & Consultant </em> <div class="company-name"> Wyman Indexing </div> </div> </div> </article> </div> </div> <div class="list-three-across"> <h3> Members </h3> <div class="smart-grid" data-row-items-small="1" data-row-items-medium="2" data-row-items-large="2" data-row-items-xlarge="3"> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/jill-annitto" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Jill Annitto</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> (ATLA) Editorial Manager, Religion Database </em> <div class="company-name"> American Theological Library Association </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/jessica-chan" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Jessica Chan</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Analyst, National Center for Biotechnology Information </em> <div class="company-name"> National Library of Medicine </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/sharon-garewal" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Sharon Garewal</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Taxonomy Manager </em> <div class="company-name"> ITHAKA/JSTOR/Portico </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/judith-gibbs" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Judith Gibbs</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Independent Indexer </em> <div class="company-name"></div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/su-hyeon-kang" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Su Hyeon Kang</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Metadata Analyst </em> <div class="company-name"> American Theological Library Association (ATLA) </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/neetika-kolachapati" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Neetika Kolachapati</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Cataloging Librarian </em> <div class="company-name"> Nova Southeastern University </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/jihye-lee" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">Jihye Lee</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Electronic Cataloging Librarian III </em> <div class="company-name"> Nova Southeastern University </div> </div> </div> </article> <article class="teaser teaser-red"> <div class="teaser__info"> <h4 class="teaser__title"> <a href="/people/john-magee" class="teaser__title-link"><span class="field field--name-title field--type-string field--label-hidden">John Magee</span> </a> </h4> <div class="teaser__body teaser__body-small"> <em class="professional-title"> Director, Indexing & Vocabulary Services </em> <div class="company-name"> Cengage Learning </div> </div> </div> </article> 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