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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Finding Talk About the Past in the Discourse of Non-Historians</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Alex Olieman</string-name>
          <email>alex@stamkracht.com</email>
          <email>olieman@uva.nl</email>
          <email>olieman@uva.nl Stamkracht BV alex@stamkracht.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Kaspar Beelen</string-name>
          <email>k.beelen@uva.nl</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jaap Kamps</string-name>
          <email>kamps@uva.nl</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of Amsterdam</institution>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2017</year>
      </pub-date>
      <abstract>
        <p>A heightened interest in the presence of the past has given rise to the new field of memory studies, but there is a lack of search and research tools to support studying how and why the past is evoked in diachronic discourses. Searching for temporal references is not straightforward. It entails bridging the gap between conceptuallybased information needs on one side, and term-based inverted indexes on the other. Our approach enables the search for references to (intersubjective) historical periods in diachronic corpora. It consists of a semantically-enhanced search engine that is able to find references to many entities at a time, which is combined with a novel interface that invites its user to actively sculpt the search result set. Until now we have been concerned mostly with user-friendly retrieval and selection of sources, but our tool can also contribute to existing eforts to create reusable linked data from and for research in the humanities.</p>
      </abstract>
      <kwd-group>
        <kwd>Colligatory Concepts</kwd>
        <kwd>Semantically-Enhanced Search</kwd>
        <kwd>Interactive Information Retrieval</kwd>
        <kwd>Corpus Selection</kwd>
        <kwd>Digital Humanities</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>INTRODUCTION</title>
      <p>
        There has been a monumental shift from the future to the past in
the cultural orientation of Western societies, starting in the 1980s.
In a sense, the past has increasingly gained in presence: in the
literary and artistic expressions of (traumatic) memories that cannot be
contained by the evidence that forms the basis of historical studies,
the proliferation of museums and archives, and the
commodification of the past as marked by docudramas, historically-themed
amusement parks, and memorabilia of pasts that never existed [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
Many of the resulting representations of segments of the past serve
a deeply diferent purpose than the representations created by
professional historians. Under the influences of positivist science and
literary realism in the 19th century, history was detached from
“its former habitation in rhetoric” [10, p. 10] and has developed a
rigorous manner of dealing with sources and evidence that leads
to the production of distinctly historical accounts of past events.
While changes in how historians have interpreted past events has
been widely studied (e.g. under the banner of historiography), we
are still in the early days of developing methods to analyze how
© 2017 Copyright held by the author/owners.
      </p>
      <p>SEMANTiCS 2017 workshops proceedings: Drift-a-LOD
September 11-14, 2017, Amsterdam, Netherlands
other groups, such as journalists and politicians, have incorporated
the past into their narratives.</p>
      <p>
        Identifying and interpreting the presence of the past in the
discourse of non-historians is worthwhile, not because we expect to
establish new facts about past events, but rather because laypersons
and practitioners of other disciplines draw upon the past to make all
kinds of judgments and decisions in daily life [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]. The availability
of large diachronic corpora has opened new avenues to study how
and why people make reference to the past in their discourse (e.g.
to convince others or to express emotion), and to analyze
diferences within particular time intervals as well as across time. The
size of such corpora, however, combined with the scatteredness of
references to the past, can make these corpora daunting to explore
without the right tools.
      </p>
      <p>
        In response to the “spatial turn” in Digital Humanities,
substantial efort has been put into the development of tools that
allow for spatial navigation through text collections. In the Pelagios
project, for example, the Pleiades gazetteer serves to anchor
locations mentioned in text to machine-readable representations of
these locations, which can be combined with linked data to form
rich map-based visualizations and allows for spatial access to the
texts through the Peripleo search interface [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. The recognition that
“space and time are no more separate in human cognition than they
are in theoretical physics” [5, p. 43] now motivates the development
of tools that provide access to texts by the historical entities that
they reference, to complement the evolving spatial approaches.
      </p>
      <p>
        In this paper, we propose an approach to support researchers who
aim to identify and interpret (indirect) references to historical
periods in a particular discourse. It consists of a semantically-enhanced
search engine that is able to find references to many entities at a
time in diachronic corpora, which is combined with an interface
that invites its user to actively sculpt the search result set. As several
pilot studies have indicated [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], this approach is useful for those
studying how groups of people pragmatically feature historical
entities in discourse, remember or commemorate them, and
understand their own identity in relation to these entities. Moreover,
we are able to capture in linked data how definitions of historical
periods are operationalized by researchers, and generate semantic
annotations for the search results that users consider to be relevant.
      </p>
    </sec>
    <sec id="sec-2">
      <title>SEARCHING FOR COLLIGATORY</title>
    </sec>
    <sec id="sec-3">
      <title>CONCEPTS</title>
      <p>
        The search for references to historical periods entails bridging the
gap between conceptually-based information needs on one side,
and term-based inverted indexes on the other. When a researcher
is looking for the fragments of text that refer to, e.g., the French
Revolution in a specific collection, they are not served well by
providing only the documents that contain the literal phrase “French
Revolution.” This is the case because such periods do not pre-exist
in reality, waiting to be discovered and named, but rather come into
being when the disparate observable elements of a phenomenon
are “seen together” as a synthetic whole [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Philosophers of
science and of history have called this process colligation—a binding
together of selected historical facts, culminating in the proposal
of a “colligatory concept” which represents the historian’s
understanding of the facts as an ‘entwined whole’ in a form that can be
communicated to others [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>
        Periods are but one kind of colligatory concept that is commonly
constructed by historians; the others being characters, such as
‘Louis XVI’ and ‘the French people,’ and ideal types, for instance
‘capitalism’ and ‘revolution’ [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Whereas characters are localized
in time and space, and ideal types bind together certain aspects of
the events in which these characters participate across time and
space, periods are bound together by narratives that feature selected
events which are distributed within (flexible) temporal and spatial
bounds [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. The PeriodO project has already produced a linked
data gazetteer of periods as they are represented in the published
works of historians and historiographers, using a nanopublication
approach that connects the qualitative definition of a period by an
individual author to its name, spatial extent, and a time interval,
expressed together in RDF [
        <xref ref-type="bibr" rid="ref1 ref5">1, 5</xref>
        ].
      </p>
      <p>
        This model captures accurately the multivocal aspect of period
definitions, but is not suficient to retrieve references to these
periods in discourse that is about another subject. Here we are
confronted with the diference between colligatory concepts which are
necessary constructs in the writing of history, and the subjects that
are intended to group together multiple histories that exhibit
common “patterns of colligation” [7, p. 1098]. As a colligatory concept, a
period is a particular representation of the past that binds together
historical entities in a unique narrative. When this individual
representation leads to further discourse, the discourse as a whole is
not about the original colligation, but rather about a homonymous
subject that allows us to, e.g, ask a librarian for ‘novels set during
the French revolution.’ In the practice of information organization,
we establish common referents and shared structure between
colligations in order to group a multiplicity of perspectives under a
single label [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <p>We have no way of searching directly for the period that the
researcher has in mind (it exists only as a cognitive representation),
but by starting from its associated subject we can make an educated
guess about the elements of the period. Named entities—events,
people, artifacts—are central in our search approach, because they
serve as the points of consensus that enable the search for as of
yet unknown perspectives on segments of the past. The aim is
to collect (and represent) an intermittent discourse, consisting of
sentences that make (indirect) reference to the target period of the
search, with as much context as is needed to understand them. To
be sure, we do not equate the colligatory concepts that are put
forward by historical work with the scattered references to the past
that are found in non-historical discourse. Rather, we expect the
(re)searcher to have a particular period (i.e. colligatory concept) in
mind, and aim for the system to find references to the entities that
are bound together by this period.
3</p>
    </sec>
    <sec id="sec-4">
      <title>APPROACH</title>
      <p>
        The task that we aim to facilitate—selecting a research corpus of
text fragments that refer to a particular period—is not supported
well by either subject indexing [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] or full-text search [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], which
nowadays provide the primary means of access to much of the
text in archives and libraries. Subjects are traditionally assigned to
whole documents. Our task, however, depends on the retrieval of
individual sentences (and their context), given their subjects. It seems
infeasible to provide such granular access with manually assigned
subjects, but recent advances in Entity Linking have enabled the
automated identification of the referents in individual sentences.
Even though entity linking systems are prone to errors that
human annotators would not make, the entity links that they produce
can still be useful to search for many entities simultaneously [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
Semantically-enhanced search is made possible by incorporating
entity links or similar semantic annotations into search indexes [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
Our approach extends this practice by employing linked data to
bridge the semantic gap between the search target (i.e. a period) and
references to the entities that are bound together by this concept.
3.1
      </p>
    </sec>
    <sec id="sec-5">
      <title>Bootstrapping with DBpedia</title>
      <p>
        Some groupings of entities that people might want to search for
already exist as Linked Open Data. The category network of Wikipedia
serves an analog function to that of the subject access systems of
librarians and archivists. It is a knowledge organization system
(KOS) that relates more specific subjects to more general ones by
broader-than relations [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. As the product of the contributions of a
diverse community, it encodes multiple perspectives on the world
in a single structure which allows for multiple paths to exist
between any two subjects. We used DBpedia’s RDF representation of
this category network for our proof-of-concept, because we were
working with a corpus that we enriched with entity links that point
to DBpedia URIs. Its simple structure, represented in the SKOS
ontology, may not be ideal for all research purposes, but it is suficient
to start a search process with a period-as-subject and invite the
researcher to operationalize the particular period he/she wants to
search for.
      </p>
      <p>
        In order to obtain possible mappings between periods of
interest and the entities that are bound together by such
periods, we extracted a subgraph of DBpedia, corresponding to
Wikipedia’s category network and its related entities, into a
property graph database (see [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]). The category network is
used at runtime to select potentially relevant entities given a
root category, by traversing skos:broader1 and dct:subject
relations in reverse direction. Starting, for example, from the
root category dbc:French_Revolution, the traversal would
proceed through subcategories such as dbc:Montagnards
and dbc:French_First_Republic to collect entities
including dbr:Reign_of_Terror, dbr:Maximilien_Robespierre,
dbr:Bastille, and dbr:Drownings_at_Nantes.
      </p>
      <p>Our proof-of-concept makes use of DBpedia, but any knowledge
graph that conforms to the SKOS ontology can be loaded easily.
1For namespace prefixes, see https://dbpedia.org/sparql?nsdecl.
Linked data that is structured diferently can also be used, as long
as a grouping or categorization that is familiar to the intended users
can be derived from it. It is important that the representations of
entities in this data are identifiable by the same URIs as those used
in the entity links in the corpus, to be able to connect periods, via
colligated entities, to the text fragments that refer to these entities.</p>
      <p>Finally, the system needs access to coarse temporal clues about
entities. Because DBpedia does not provide this data reliably across
entity types, we extract mentioned years from the rdfs:comment
values of DBpedia resources with a simple regular expression, and
add them to the graph. The same technique may be successful for
other linked data sources that provide textual descriptions which
often include temporal expressions. It would be preferable,
however, to use representations that incorporate structured temporal
relations in the form of RDF literals for all entities.
3.2</p>
    </sec>
    <sec id="sec-6">
      <title>Search Interface Design</title>
      <p>
        Our proof-of-concept, named WideNet [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], provides access to a
semantically enriched version of the Dutch parliamentary proceedings—
the “verbatim” records of the debates that take place in the Houses
of Parliament (the Staten Generaal). These discussions touch almost
on every issue that moved Dutch public opinion over more than
two centuries.
      </p>
      <p>The interface guides users through three research phases: (1)
selection of root category, (2) assessment of the categories’ and
entities’ relevance, and (3) close-reading. In the first step the user
selects one or several root categories from a typeahead search box
(see Figure 1), and demarcates the query by selecting a time
period, which is used to prune the underlying entities of the selected
categories. WideNet subsequently retrieves the network of
narrower categories for each selected root category, and collects the
contained entities as potentially relevant query components.
Behind the scenes, each entity is compared with the target period,
and is considered to be outright relevant to the period, or not, or
a borderline case, or as lacking temporal clues altogether. In the
current implementation this classification is achieved with
simple rules, based on the features: ‘fraction of years within period,’
‘fraction of intervals that overlap with the period,’ and ‘has at least
one year in period.’ The system uses this information to deselect
(sub)categories where more than half of the dated member entities
are out-of-period, i.e., those categories are excluded from the query.</p>
      <p>The next step for the WideNet user is to assess which of the
retrieved subcategories actually contain entities that lead to relevant
results. By doing this, researchers can operationalize their own
definition of their target period, at least for the purpose of retrieval.
The interface facilitates this task by showing, per subcategory,
which entities are mentioned in the corpus, and how frequently, as
well as which entities did not occur (see Figure 2). It also displays a
list of preview results, showing limited context, to ofer quick clues
about the relevance of the category. This preview is also useful to
identify individual entities that are not relevant after all, which can
be deselected by the user. At the end of this step, the researcher’s
decisions amount to a motivated and organized representation of
‘relevant’ or ‘possibly present’ elements of the target period.</p>
      <p>After inspecting and selecting relevant categories of entities—
thereby sculpting the final query, the WideNet interface allows
further scrutinizing of the sources by providing an environment in
which the retrieved documents can be studied up-close, as shown
in Figure 3. By situating the close reading activity within the same
interface, the user is able to compile a corpus of relevant documents
which may be saved and exported. Moreover, the user can examine
the results in relation to the document metadata, e.g. to look for
saliency by plotting the annotations over time, or to study bias
by comparing how often diferent political parties refer to the
entities of interest. The selected corpus, representing a fragmented
discourse, may also be used to analyze changes in how and why
the demarcated segment of the past was evoked, establishing
contesting perspectives and trends over time, provided that enough
references could be found.</p>
    </sec>
    <sec id="sec-7">
      <title>3.3 Capturing Reusable Data</title>
      <p>
        As a product of the search, semantic annotations are created which
link the source documents to the entities that are referenced in the
corpus. These expert-approved annotations have much more value
than the automatically generated entity links. For one, the identity
of the referents is established with a greater confidence when a
user chooses to include a particular document fragment in his/her
research corpus. We cannot interpret this as a direct assessment of
the entity links, but when a user has confirmed that the document
fragment (indirectly) refers to the target period, it is tempting to
assume that the document was retrieved because the entity links
are correct, and not by some mistake. To model the provenance of
such relevance decisions, it is necessary to produce a representation
of the broader context of the search process to which individual
assertions can be explicitly related (see [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]).
      </p>
      <p>In the first screen that users encounter when starting a new
search process in WideNet (depicted in Figure 1), we are able to
capture the motivation and a rough demarcation of the search.
This information forms the backbone of a representation to which
subsequent assertions can refer. The selection of categories and
entities (in Figure 2) provides assertions about their relevance for
the search target, according to the researcher and dependent on
the corpus. We currently store each decision that is made by the
researcher, so when a previously made decision is revisited, we
create representations of e.g. both the act of deselecting an entity,
and reselecting it after more preview results had been inspected.
Capturing this process data, rather than only the final selection of
entities, benefits the richness of the provenance of the subsequent
assertions about the relevance of text fragments.</p>
      <p>
        The semantic annotations that are derived from relevance
assertions on text fragments can provide richly indexed access to
statements about the past. This notion is similar to Ryan Shaw’s
proposal for “deep gazetteers,” in which multiple descriptions of the
same named entity are linked to fragments of discourse in which
its name is used [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. In our case, however, we use representations
of periods-as-subjects to connect particular conceptions of these
periods to discourse that refers to these periods from a diferent
perspective, rather than use of the same name per se. Our approach can
produce “projections” of the parts of the past that were present in a
particular discourse, which can be organized according to the KOS
that was used to perform the search, but also according to any other
KOS that includes representations of the same entities, provided
that equivalence of identity (e.g. owl:sameAs) can be established
between the knowledge organization systems.
      </p>
      <p>
        While we capture the described representations of search
processes and semantic annotations in our current proof-of-concept,
we do not yet publish this data. Our approach is related to
ongoing eforts to produce reusable data for research in the humanities
(e.g. [
        <xref ref-type="bibr" rid="ref1 ref8 ref9">1, 8, 9</xref>
        ]) and we are still investigating how we can best link
to the existing models. We have prioritized the development of a
useful search tool over the production of reusable data in order to
investigate which data can be captured during actual research in
the humanities, rather than designing our models first and finding
out later that they are not as usable as we had hoped [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ].
      </p>
    </sec>
    <sec id="sec-8">
      <title>4 CONCLUSION AND OUTLOOK</title>
      <p>In searching diachronic corpora for fragmented discourses about
historical periods, we need to come to a fundamental
understanding of conceptual diference before we can give any account of
conceptual drift over time. Our approach for finding references
to periods consists of a semantically-enhanced search engine that
is able to find references to many entities at a time in diachronic
corpora, which is combined with an interface that invites its user
to actively sculpt the search result set. Besides yielding sources
that are useful for the searcher, the search tool also produces an
operationalization of the search target by the (re)searcher as well
as semantic annotations that are much richer than those that we
can generate algorithmically.</p>
      <p>Although a pragmatic treatment of concepts is suficient to
search for multifaceted subjects, we envision how the products
of such search processes can collectively provide a shared source
for more elaborate knowledge representations. In designing a tool
that implements this approach, we were faced with some trade-ofs
between usability of the tool and reusability of the data it captures.
We prioritize supporting the present-day researcher well, and
facilitate publishing the search process and its results as linked open
data, so that subsequent refinement of the captured data may be a
community efort.</p>
    </sec>
    <sec id="sec-9">
      <title>ACKNOWLEDGMENTS</title>
      <p>We thank the anonymous reviewers for their suggestions and
remarks. This work was supported by the Netherlands Organization
for Scientific Research (ExPoSe project, NWO CI # 314.99.108).</p>
    </sec>
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