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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Historical Event Search in Digital Heritage</article-title>
      </title-group>
      <contrib-group>
        <aff id="aff0">
          <label>0</label>
          <institution>Alex Olieman University of Amsterdam</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Jaap Kamps University of Amsterdam</institution>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Kaspar Beelen University of Amsterdam</institution>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2017</year>
      </pub-date>
      <abstract>
        <p>The past is an unattainable country. All access to it is mediated by myriad artifacts. To make sense of this morass of information, historians invented concepts (such as “the French Revolution” or “the Dutch Golden Age”) that bind an otherwise unconnected set of entities together. These historical periods, however, remain constructions and their meaning a moving target. In this paper, we outline a search interface that allows researchers to explore mentions to past events or periods in digital heritage. We show how semantically-enhanced search enables users to retrieve information related to complex concepts. After introducing the general architecture and the interface, we showcase it by elaborating on one pilot study, targeting the Golden Age in contemporary Dutch parliamentary discourse.</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>
        The past is not a foreign, but an unattainable country. All access to it
is mediated via myriad artifacts, which historians attempt to weave
together in convincing narratives [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]. To this end, scholars tailor
concepts that bind an otherwise heterogeneous set of entities and
events into coherent historical stories. Many of these concepts
subsequently outgrow their professional origins and nestle themselves
in popular discourse—the “Renaissance” [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] serves as an example of
such an invention. Scrutinizing the content and structure of these
concepts—the way historical periods are represented—uncovers
how societies deal with their past. Even though the study of
memory forms a crucial and popular topic in the humanities [
        <xref ref-type="bibr" rid="ref5 ref7">5, 7</xref>
        ],
scholars often find it problematic to find and identify historical
references in large corpora. In this paper, we, therefore,
demonstrate how semantically-enhanced search helps historians tracing
references to complex historical constructs in digital heritage.
      </p>
      <p>
        From an Information Retrieval perspective, this amounts to a
daunting task: finding documents that refer to fragmented and
heterogeneous concepts is fraught with multiple methodological and
philosophical hurdles. How, for example, can a machine retrieve
all documents related to the “French Revolution”? To contextualize
the problem, Shaw [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] introduced the term “colligatory concept”
© 2017 Copyright held by the author/owner(s).
      </p>
      <p>
        SEMANTiCS 2017 workshop proceedings: EVENTS
September 11-14, 2017, Amsterdam, Netherlands
to Information Science. The notion of colligation originated from
Whewell [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ], and was applied to the philosophy of history by
Walsh [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. In the latter discipline, colligatory concepts are
inventions made by historians that group together various facts, events
and persons, inferred through an inquiry of the past. The concepts
historians forge are an attempt to make the past understandable by
imposing mental constructs on the data. Shaw [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ] distinguished
historical periods as a prevalent form of colligation, since they
group various entities—ranging from persons (e.g. Robespierre, in
the case of the French Revolution) over locations (Bastille) to time
(1789)—under one header. These representations are not just
complex, but also unstable since their content varies depending on the
perspective of the narrator. This paper introduces a framework for
searching and modeling colligatory concepts in digital heritage. It
attempts to tackle the technical as well as (part of) the philosophical
hurdles.
      </p>
      <p>The remainder of the paper is structured as follows: Firstly, we
describe WideNet, a novel (re)search interface that is designed
to explore historical periods in diachronic corpora. Secondly, we
discuss a specific pilot study—the Golden Age in contemporary
Dutch Parliamentary discourse—to demonstrate how
semanticallyenhanced search supports historians in studying how the past is
remembered.
2</p>
    </sec>
    <sec id="sec-2">
      <title>SEARCHING FOR COLLIGATORY</title>
    </sec>
    <sec id="sec-3">
      <title>CONCEPTS IN PARLIAMENTARY SPEECH</title>
      <p>
        WideNet builds on a semantically enriched version of the Dutch
parliamentary proceedings: the “verbatim” record of all debates in
the Staten Generaal). These discussions touch on almost every issue
that moved Dutch public opinion during the last two centuries.
Despite its centrality in the political landscape, the proceedings’
unwieldy size made it dificult for historians to explore. The
existing index is rather limited in scope, which makes searching for
infrequent and complex items a laborious, if not impossible, task.
Digitization and enrichment have unlocked this resource in novel
ways. WideNet, we believe, is a valuable addition to this trend, since
it accommodates a growing need for complex search systems in
the Digital Humanities. The application of semantically-enhanced
search to large digitized text collections was first proposed by Hinze
et al. [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Semantically-enhanced search aims to overcome the gap
between the research questions and methods of the humanities and
full-text (lexicographic) search.
2.1
      </p>
    </sec>
    <sec id="sec-4">
      <title>Ofline Processing</title>
      <p>
        To prepare the corpus for semantically-enhanced search, all the
documents were processed by a semantic annotation system, which
linked concepts and entities in the text to a Knowledge Base (KB)
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. In previous work [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] we generated entity links for a collection of
parliamentary proceedings using DBpedia Spotlight. The DBpedia
Spotlight annotations, which obtain an estimated precision of 0.69
and recall of 0.40 [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], were added to existing search indexes as
additional (nested) fields.
      </p>
      <p>
        To map abstract concepts like “Dutch Golden Age” to more
specific concepts and entities, we extracted a subgraph of DBpedia
into a property graph database (see [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ]). The category network is
used at runtime to select potentially relevant entities given a root
category, by traversing dct:subject1 and skos:broader relations
in reverse direction. Our proof-of-concept makes use of DBpedia,
but any KB that conforms to the SKOS ontology can in
principle be loaded. 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.
2.2
      </p>
    </sec>
    <sec id="sec-5">
      <title>Search Interface Design</title>
      <p>
        The user-interface guides scholars through three phases: (1)
selection of the root category, (2) assessment of the categories’ and
entities’ relevance (3) close-reading of selected documents. In the
ifrst step, the user selects a root category from a typeahead search
box (see Figure 1), and demarcates the query by selecting a time
1For namespace prefixes, see https://dbpedia.org/sparql?nsdecl.
period, which is used to prune the underlying entities of the
selected categories. WideNet then 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 (i.e. time
interval), 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 chronological information to
deselect (sub)categories where more than half of the dated member
entities are out-of-period. Subsequently, the user assesses which
of the retrieved subcategories actually contain entities that lead
to relevant results (see Figure 2). This step was motivated by the
following observations: Firstly: many of entities returned by
Spotlight were simply incorrect and therefore should be discarded easily.
Secondly: as we lack a clear ontology of our target—as stated earlier,
colligatory concepts are by definition dependent on the perspective
of the user—the interface shows a wide range of potentially
relevant entities, but defers the actual selection to the scholar, who is
ultimately responsible for judging the “aboutness” of a reference
[
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. The interface facilitates this task by showing, per subcategory,
which entities are mentioned in the corpus, and how frequently.
Thirdly: to make users aware of the “silences” with respect to the
queried concepts, we also listed all entities that were searched for
but did not occur. After selecting relevant categories of entities, the
WideNet interface allows further inspection in the form of
closereading, as shown in Figure 3. This enables the users to compile a
corpus of relevant documents which may be saved and exported.
Moreover, the user can examine the selected documents in relation
to their metadata, e.g. look for saliency by plotting the annotations
over time, or study bias by aggregating the results by political party
(see Figure 4).
3
3.1
      </p>
    </sec>
    <sec id="sec-6">
      <title>PILOT STUDY: MINING THE GOLDEN AGE</title>
    </sec>
    <sec id="sec-7">
      <title>Background and Motivation</title>
      <p>
        The study of “memory”—the diverse ways through which historical
events reverberate over time—has attracted the interest of
historians and other scholars working in the humanities[
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. Especially
in the study of nations and nationalism, the past weighs heavily
[
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. A distinct discipline even emerged, called “Imagology”, which
focuses on the critical analysis of national stereotypes and their
historical origins [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. We applied WideNet to analyze the changing
face of Dutch nationalism from the late 1990s to the present via
a dissection of narratives related to the Golden Age. This study
is situated within a recent stream of literature that looked at the
changing discourse on “Dutchness” (for a critical review see [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]).
In broad lines, it argues that the Netherlands experienced a rapid
transition from a “thin” to a “thick” conception of national
identity. The rather abrupt return to nationalism saw a procedural and
heterogeneous perception of Dutchness being substituted by a
culturalist, homogenizing version [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]. To assess the impact of the
past on the construction of Dutch national identity [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ], we
scrutinized the speeches of parliamentarians for references to one of
the most celebrated eras in Dutch history: the so-called “Golden
Age.” Since the 19th century, this period—a fine example of a
colligatory concept—has served as a benchmark (“ijkpunt”) of national
identity [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. The Golden Age has played a crucial role in defining
the Dutch national “We”. Events and individuals from this era came
to symbolize national characteristics: the bravery of the “Geuzen,”
the enlightened thinking of Spinoza, all these historical themes
composed a rich resource for identity construction.
3.2
      </p>
    </sec>
    <sec id="sec-8">
      <title>Data Preparation and Selection</title>
      <p>
        Traditionally, scholars in the humanities tend to base their
arguments on a small set of carefully selected and curated material.
Instead of building conclusions on small datasets, the digital turn
has enabled historians to “holistically assess the typicality, scope,
and power of key issues” [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. In this respect, WideNet assists
researchers with the digital exploration of complex concepts in large
diachronic corpora. It introduces a more data-driven approach to
corpus selection in the humanities. The case study draws on a
digitized version of the Dutch parliamentary proceedings—more
specifically the debates of the Lower and Upper Houses between
1995 and 2014—which were richly adorned with semantic
annotations as part the PoliticalMashup project (which later was continued
under the Dilipad acronym).2
3.3
      </p>
    </sec>
    <sec id="sec-9">
      <title>Analysis and Reflection</title>
      <p>We started by sifting through all the entities WideNet returned
as related to the Golden Age, using the interface shown in Figure
2.3 Having a thematic overview of all entities facilitated this task
for three reasons. Firstly: as entity-linking remains an error-prone
process, many of the items found by WideNet turned out to be
irrelevant. For example the historical person of Michiel de Ruyter was
often confused with a hospital named after him. Judging whether
an entity relates to the topic at hand is, as we argued previously,
2see http://politicalmashup.nl/ and https://dilipad.history.ac.uk/
3The original data are available on https://widenet.e.hum.uva.nl/preview/ge/
ultimately vested in the historian who models the period under
investigation. In line with the description of colligatory concepts,
the design of the WideNet interface facilitates this task by actively
engaging the user to refine the search results and define the target
query.</p>
      <p>Secondly: as the overview groups all entities by their
subcategory, we can easily identify the distinct topics and spheres of
identity construction. We labeled the found entities as either
belonging to the economical (i.e. Dutch East India Company), cultural
(i.e. Spinoza), or the political sphere (i.e. Eighty Years’ War). The
coarse-grained subcategory-wise exploration of the retrieved
entities foregrounded the diversity of the search result. It, thereby,
also made long-tail entities clearly visible: grouping entities by
subcategory prohibits the rare ones from drowning in a morass of
highly frequent (but potentially irrelevant) results. For example:
mentions of the architectural artifacts of the seventeenth-century
appeared very often, but did not co-occur with any relevant event
or person (and were thus conveniently discarded with one click),
while references to the Eighty Years’ War were scarce but highly
informative.</p>
      <p>Thirdly: besides thematically grouping the references, WideNet
allows the user to aggregate the selected entities by their metadata
ifelds. For our purposes, we were particularly interested in the
distribution of these mentions over time and party. From a temporal
perspective, the number of Golden Age references showed a slight
increase after 2002, but not drastically (result not reproduced here).
Aggregating the found references by party revealed deeper-rooted
discrepancies in the engagement with the past. The discourse of
the conservative and populist right showed a greater tendency to
invigorate their nationalistic appeals with historical references. As
shown in Figure 4 the Reformed Party and the Party for Freedom
(PVV), were proportionally the most active in this respect, followed
by the right-liberal People’s Party for Freedom and Democracy
(VVD). The fact that most of these mentions stemmed from the
right, suggests that the Golden Age functioned as an instrument
for forging a more exclusive, culturalist understanding of
Dutchness. This applied even more to political references, which almost
exclusively circulated among those seated at the right. Mentions of
economic entities showed a more balanced distribution, skewing
even a bit towards the left (results not reproduced here).</p>
      <p>By aggregating the selected speeches, WideNet enables researchers
to conveniently map their data along diferent axes. But what do
these aggregated diferences actually mean? How, exactly, do these
speeches enact of identities? What are the specific linguistic
instruments that “bound and bond people” into distinctive groups?
To answer these questions, we studied the concrete, fine-grained,
mechanics at play in the speeches that survived the filtering process
(as shown in Figure 3). Linguistically, the use of personal pronouns,
such as “we” became apparent, especially in the in the context of
political entities—which mainly comprised wars and taxation, such
as the Eighty Years’ War and the “tiende penning,” a VAT on
movables, introduced by the Duke of Alva. For example, Verheijen a MP
of the right-liberal VVD, evoked these events when commenting on
proposals which would give Europe more say in national taxation
matters. To support his argument he asserted that “we waged 80
years of war against Spain to obtain our independence.” In this
passage, Verheijen inserts a transhistorical “we” in his speech, he
amalgamates the Dutch who fought Spain with those of today, who
still fiercely resist infringement on their national independence.</p>
      <p>Generally, a fine-grained linguistic analysis, demonstrated that
MPs on the right exhibited greater intimacy with the past: more
often did they invoke the “we” as a homogeneous national actor,
or used cognitive verbs to suggest direct access to the minds of
illustrious Dutchmen from the past. Another example is Madlener
of Wilders’ PVV, who insisted that “we won against Spain”—again a
reference to the Eighty Years’ War during the seventeenth century.
Moreover, he exclaims: “I think the Sea Beggars are deeply ashamed
of your remark”, thereby rejecting the claims of an opponent by
straightforwardly probing and exposing the minds of actors from
the distant past.</p>
      <p>While the memory of political events was dominated by the right,
the discussion about the economic ramifications of the Golden Age
was more evenly distributed among left and right—but nonetheless
contested. The interpretation of the Dutch colonial heritage and its
trade practices figured here as the main bone of contention. This
debate was largely sparked by a remark of then-prime-minister Jan
Peter Balkenende, who urged the Dutch to embrace their
“VOCmentality,” which he characterized as a tradition of risk-taking and
brave, global entrepreneurship. The depiction of the VOC as the
lfagship of Dutch capitalism—based on the values “Freedom,
Entrepreneurship, and Competition”, according to Ten Broeke of the
VVD—bounced against a wall of skepticism raised by left-wing
MPs, who mostly emphasized the exploitative practices of the
colonial past. Vendrik of GreenLeft, for example, posits that the VOC
mentality actually means “becoming rich at the expense of others”,
while Irrgang, a member of the Socialist Party, equates the VOC—
and the underlying mentality—with “nothing more than colonial
plundering, the creation of monopolies.”</p>
    </sec>
    <sec id="sec-10">
      <title>4 CONCLUSION</title>
      <p>The Golden Age serves just as one example of how WideNet
supports the scholar to study historical periods in large corpora. We
have shown how the WideNet interface enables historians to
explore colligatory concepts in diferent stages: First, the user selects
the query from an existing Knowledge Base, after which WideNet
gathers all documents that contain references to the diferent
aspects of the historical period under investigation. The user is then
presented with an overview of the found subcategories and their
associated entities. At this stage the user decides which of the found
events and persons are relevant and should be retained and
subjected to close reading. Eventually, the findings can be aggregated
and plotted along various dimension such as time or party.</p>
      <p>During the search process, WideNet logs all activity and thereby
collects a fair amount of data. Besides the initially selected target
categories and time period, it stores each decision about the relevance
of the entities, as well the individual documents. In other words,
WideNet gathers how users model historical events. These data are
expected to be valuable for two purposes. Firstly, as a gold standard
for the (temporal) pruning of raw category trees. Collecting user
data enables the system to automatically deselect irrelevant
entities (which would still be reversible by the user). Secondly, logging
the decisions made by many users might foreground academic or
societal disputes about certain events in the past. Besides providing
a useful front-end for historical research, the interface’s back-end
could return valuable data for humanities scholars, as it may expose
diferent understandings of history that circulate in society.</p>
    </sec>
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