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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Smart Museum Information Services to Assist Preservation, Transmission and Research in Cultural and Historical Heritage Domain</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Dmitry Korzun</string-name>
          <email>dkorzun@cs.karelia.ru</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Svetlana Yalovitsyna</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Valentina Volokhova</string-name>
          <email>vavolokhova@yandex.ru</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Computer Science, Petrozavodsk State University</institution>
          ,
          <addr-line>Petrozavodsk</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Department of Russian History, Petrozavodsk State University</institution>
          ,
          <addr-line>Petrozavodsk</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Institute of Linguistics</institution>
          ,
          <addr-line>Literature and History</addr-line>
          ,
          <institution>Karelian Research Centre of Russian Academy of Science</institution>
          ,
          <addr-line>Petrozavodsk</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Museums are now digitally enhanced based on smart information services that assist visitors and personnel. Cultural and historical heritage (CHH) is perceived in a personalized and cognitive way and new knowledge is created by the users. In this paper, we overview the smart museum concept. We consider services for e ective CHH preservation and transmission within a smart museum. The services are extended to assist in research by discovering information for applying human expertise and reasoning knowledge. We introduce information representation models as a semantic network where data mining is reduced to ranking in the semantic network. As a case study we discuss the services for the History Museum of Petrozavodsk State University.</p>
      </abstract>
      <kwd-group>
        <kwd>Cultural and historical heritage</kwd>
        <kwd>Smart museum</kwd>
        <kwd>Information services</kwd>
        <kwd>Digital assistance</kwd>
        <kwd>Semantic network</kwd>
        <kwd>Data mining</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        Our society has entered into the digital era, and the term \smart" becomes
widespread in relation to modern technologies [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. We limit our scope with smart
information and communication technology (ICT), which has multi-disciplinary
character, and its \smart" aspects are now emerging in many domains, including
social and cultural ones [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Cultural and historical heritage (CHH) is a domain
where new ICT and digital services have a special impact on people approach to
preservation, transmission, and research [
        <xref ref-type="bibr" rid="ref5 ref6">5,6</xref>
        ]. CHH entities can be considered in
terms of various properties; to name some examples: works of ne and applied
arts or folk crafts, archaeological, architectural, ethnographic or historical sites
and complexes, samples of park art and landscape architecture, industrial,
documental or audio-visual heritage, spoken tradition and language or literary values,
customs, rituals, celebrations and beliefs, music, songs and dances, culinary and
ethnological traditions, folk games and sports.
      </p>
      <p>
        In this paper, we consider the smart museum concept based on our
previous work [
        <xref ref-type="bibr" rid="ref13 ref8 ref9">9,8,13</xref>
        ]. We consider smart museum information services that can be
developed based on a semantic network interlinking the museum CHH
collection, including knowledge acquired from visitors and museum personnel. The
semantic network enhances the existing collection operating with digital
representations of exhibits, descriptions of CHH-valued objects and facts as well as
with any available fragments of CHH knowledge. This network is subject to data
mining needed for selection of appropriate information as a result provided by
services. Our case study is the History Museum of Petrozavodsk State
University (PetrSU) in respect to everyday life history; the museum provides the pilot
testbed to analyze the information services.
      </p>
      <p>The rest of the paper is organized as follows. Section 2 overviews the recent
progress in smart museum development. Section 3 introduces our smart
museum concept based on information services. Section 4 describes mathematical
methods that our appraoch uses for services development. Section 5 discusses
particular smart museum information services using the case study of the History
Museum of PetrSU. Finally, Section 6 concludes the paper.
2</p>
    </sec>
    <sec id="sec-2">
      <title>Smart Museum Development</title>
      <p>A lot of e orts have been made already in museum digitalization. Museum
databases store the information part of the collection to track all knowledge
related to and about the CHH objects (exhibits) and to ensure the long-term
safety and sustainability of those objects within the museum's care. The basic
function is an electronic archive (catalogue) administered by museum personnel.
Its extensions lead to \smart services", emphasizing a certain intelligence level
in service construction and delivery.</p>
      <p>
        The recent ICT progress (including Internet of Things, IoT) supports
development of on-site personalized services for museum visitors. A visitor has a
personal mobile device (e.g., smartphone) accessing relevant information about
surrounding exhibits and in a personalized and cognitive way [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. The
information ow goes from digital cultural heritage to visitors. SMARTMUSEUM
system [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ] provides explanatory description and multimedia content associated
with individual objects. A museum exhibition can tell a story [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ]. Objects for
a visitor to study can be recommended based on the user pro le and context
information. Additional content about an object can be retrieved from the Web.
The on-site visit boundaries of CHH experience at the museum can be extended
to assist the visitors during pre-visit planning and to follow up with post visit
memories and re ections [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
      </p>
      <p>
        Museum information services support people to be involved into the process,
e.g., using feedback when visitors leave posts on exhibits (to read by other
visitors) or evaluate exhibits (collaborative activity). IoT-enabled location-based
services make possible shortening the information distance between objects in
cultural spaces and their visitors [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. Physical or virtual CHH objects can
interact with people, environment, other objects, and transmitting the related
information to users through multimedia facilities. Services become oriented to
personalized recommendations when the system captures the event the visitor
studies a CHH object. A set of \close" objects can be selected, ranked, and
arranged to be provided to the visitor for subsequent study.
      </p>
      <p>
        Visitors are rich sources of new information about CHH objects, which is
captured using annotations [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. An added annotation enhances digital object
memory, when the object stores data about itself and links other objects [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. In
a museum environment, object memory can store information about the
provenance of the artifact, about its history, and the ow of comments generated by
visitors while interacting with the artifact.
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Smart Museum Information Services</title>
      <p>Smart museum extends the information archive function. The latter becomes
supported with Internet-based services, acting as e ective providers of CHH
information. Mobile multimedia, ambient intelligence, machine vision, augmented
reality, and other IoT-related technologies lead to enhanced museum information
services for e ective CHH preservation, transmission, and research.
3.1</p>
      <sec id="sec-3-1">
        <title>Possible ICT Use in Smart Museum</title>
        <p>The ICT use in a smart museum considers the following services that provide
visitors or personnel with information for assisting their activity.</p>
        <p>
          Smart navigation: The museum visitors are noti ed (e.g., smarthones) about
the recent situation in exhibition rooms (e.g., occupancy level, absent exhibits,
or ongoing entertainments). The navigation become context-aware and subject
to e ective and personalized decision-making, e.g., see [
          <xref ref-type="bibr" rid="ref14">14</xref>
          ].
        </p>
        <p>
          Quality evaluation: Visitors and their activity form a rich source for
qualitative analytics on the museum expositions (e.g., most visited rooms, high-interest
exhibits and information, or popular routes). The museum monitors its own
function and evaluate its e ciency, so adapting and personalizing the service
provision to the user's needs, e.g., see [
          <xref ref-type="bibr" rid="ref11">11</xref>
          ].
        </p>
        <p>
          Multimodal interface: Information provision is augmented using context and
multimedia (e.g., visualization of interesting facts on a nearby screen, exhibit
selfstorytelling, or 3D modeling). That is, the transmission e ciency of preserved
CHH knowledge to the visitor can be increased to the level similar to the personal
assistance by an expert, e.g., see [
          <xref ref-type="bibr" rid="ref18">18</xref>
          ].
        </p>
        <p>
          Collective intelligence: Involving visitors to CHH preservation within their
museum activity (e.g., impression sharing, gami cation, or collaborative
estimates). The museum collection is enriched by information provided by visitors
themselves, including knowledge created collaboratively. This property of social
networks extends the museum to a cyber-physical-socio system, e.g., see [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ].
        </p>
      </sec>
      <sec id="sec-3-2">
        <title>Basic Forms of Smart Museum Services</title>
        <p>Smart museum information services have the following forms in respect to the
applicability needs in CHH domain.</p>
        <p>
          Preservation (and knowledge promotion): The museum digitally preserves
information about the collected CHH entities, in addition to physical
preservation [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ]. The linked-oriented forms of CHH information preservation showed
their e ectiveness in museums, e.g., see [
          <xref ref-type="bibr" rid="ref12 ref14">14,12</xref>
          ]. The collected information and
its stored interlinked knowledge is subject to promotion when various audiences
are advertized and involved to CHH knowledge consumption and use.
        </p>
        <p>Modern history is a special interest example. A museum visitor can be a
participant of the event presented in the exhibition. People's living memory is
sometimes the only or at least the most accessible source of information about the
events of uno cial history (family holidays and traditions, everyday household
practices, ordinary citizen opinion to the events of \great history", etc.).</p>
        <p>
          Transmission (and knowledge mastering): A museum environment provides
a space for education activity [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ]. In addition to self-education when a person (or
group) individually makes CHH studies, enhanced education activity is possible,
which includes thematic training or even pedagogical interaction. This activity
needs context-aware information search for e ective knowledge consumption and
use. In particular, CHH information is visualized on nearby screens, and the users
make interaction and storytelling with smart exhibits [
          <xref ref-type="bibr" rid="ref18">18</xref>
          ].
        </p>
        <p>This form for CHH presentation makes the educational activity interesting
for new categories of visitors, especially children and youth. Representatives of
the elder generation also note that personal active participation in the selection
of information for visualization makes the visit to the museum more interesting.
The visitor concentrates more on the subjects of study and less on the
supplementary information search function.</p>
        <p>
          Research (and knowledge enriching): A CHH researcher needs many
information facts to create a fused picture from them and to interpret the value of
this picture [
          <xref ref-type="bibr" rid="ref9">9</xref>
          ]. The initial information corpus is large, and the search cannot be
done manually. In the transmission above, an information fragment is found. In
the research, information fragments having potential knowledge are needed. The
particular knowledge is created by an expert and enriches the museum collection.
        </p>
        <p>The search uses context relations between exhibits. Each individual exhibit
has fragmentary information. The whole picture of a CHH phenomenon can be
created when the relationship between individual facts is detected. Then new
hypotheses can be built and grounded conclusions are drawn.
3.3</p>
      </sec>
      <sec id="sec-3-3">
        <title>Semantic Integration</title>
        <p>
          The need of semantic integration of available CHH knowledge for creating smart
museum information services has been already understood [
          <xref ref-type="bibr" rid="ref12 ref16">16,12</xref>
          ]. It supports
creating new exhibitions, working with visitors on a personal or mini-group level,
contributing to the realization of their expectations.
        </p>
        <p>
          A mediation layer is introduced for semantic integration where knowledge
is derived based on a distributed set of multiple data sources, including such
services as DBpedia [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ] and other services for semantic publishing, enrichment,
search, and visualization [
          <xref ref-type="bibr" rid="ref12 ref15">12,15</xref>
          ]. We apply the semantic network model for
integration of digital CHH content [
          <xref ref-type="bibr" rid="ref13 ref6 ref9">6,9,13</xref>
          ]. The smart museum environment includes
the following components.
1. Ontological model for structural representation of collected CHH exhibits as
well as their various descriptions and relations with other objects.
2. The wiki system to transform the semantics from the collected records to
the semantic network using experts and the ontological model.
3. Semantic data mining in the constructed semantic network to take into
account existing relations between collected exhibits and other CHH objects.
        </p>
        <p>An information service provides a search extend of the museum collection.
Several most appropriate information facts are found for a given problem. It is
close to the k-optimization approach (several top solutions are used).
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Semantic Data Mining</title>
      <p>
        A semantic network is created on top of the museum collection|descriptions
from the various information sources [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. Formally, a semantic network is a
directed graph G = (V; L) consisting of nodes (vertices set V ) representing domain
objects and links (edges set L) representing semantic relations. The nodes
correspond to physical exhibits (digitally virtualized) and digital exhibits (e.g.,
electronic photos, scanned documents), associated events, persons, and other CHH
objects. The links in L re ect interrelation of the objects.
4.1
      </p>
      <sec id="sec-4-1">
        <title>Semantic Network</title>
        <p>The ontological model for the semantic network is de ned by ontology O. First,
O describes a system of concepts fCigin=1 (ontology classes) such that any
particular node v 2 V (ontology class object, instance or individual) belongs to
one or more concepts. Second, O describes the interlinking structure for L, i.e.,
between which concepts a relation can be and possible types of such relations.
The links represent the primary semantics. Third, O describes attributes that
v 2 V and l 2 L may have to re ect additional semantics (e.g., keywords).</p>
        <p>
          Semantic network construction is implemented as a collective process [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ]. On
the one hand, many nodes v are straightforwardly derived from existing museum
records (e.g., collected in the museum information system) or correspond to
descriptions available in various open sources (e.g., web pages or photos in the
Internet). On the other hand, for nodes v 2 V the expert de nes semantic
relations (i.e., links l 2 L) and their attributes.
        </p>
        <p>An information service needs to nd k &gt; 0 the most appropriate information
facts. A fact can be a node v 2 V , a link l 2 L, or a connected graph structure
s in G (e.g., a path from u to v can have CHH-valued interpretation for some
u; v 2 V ). This data mining can be reduced to the ranking problem when rank
values rv 0 or rl 0 are associated with nodes or links. The higher rank
the better is appropriateness of the information. The rank of a connected graph
structure is calculated based on ranks of the composed nodes and links.
4.2</p>
      </sec>
      <sec id="sec-4-2">
        <title>Ranking Models</title>
        <p>
          We consider the following three classes of ranking methods [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ]: 1) local ranking,
2) collaborative ltering, 3) structural ranking.
        </p>
        <p>Local ranking: Two or more objects are analyzed for similarity based on their
content and overlapping of this content. In this case, the rank is computed in
respect to some xed node u 2 V and re ects distance of other nodes from u:
rv(u) = 1= (u; v):
For instance, if u and v have sets Ku and Kv of annotating keywords then the
rank re ects the size of overlapping jKu \ Kvj, i.e., the larger the number of
shared keywords the higher is the similarity. In particular, if u is the recent
exhibit that the visitor studies then the information service can provide the
highest rank nodes v1; : : : ; vk as recommendation for the subsequent study.
Collaborative ltering: This ranking model assumes that many users generate
opinions about each CHH object. The opinions are transformed to some
community based score rv (normalized 0 rv 1). Then the scores can be combined
with other ranking requirements. For instance,
rv =
rv + (1
) 1</p>
        <p>dv
maxw2W dw
;
where W V is nodes of potential interest for the visitor, dw &gt; 0 is a physical
reachability metric for node w, 0 1 is a tradeo parameter between
community scores and reachability. In particular, if W is a set of points of interest for
the visitor and dw is the time for the visitor to reach w from the current location
then the information service can provide the highest rank nodes v1; : : : ; vk as
recommendation for the next object to study.</p>
        <p>Structural ranking: This ranking model utilizes the connectivity properties of
the semantic network G, similarly as it happens in the well-known PageRank
algorithm for network analysis. For instance, node ranks ru for all u 2 V can be
computed iteratively starting from some initial values ru(0):
r(i+1) =
u</p>
        <p>X
l=(u;v)2L
pvurv(i) + (1
) u ;
where pvu is weight of the link l = (u; v), 0 1 is the damping factor
denoting the probability of following the connectivity structure of G, and is
a jump probability vector for all u 2 V . In particular, if pvu are relative weight
of CHH role of v to u then the information service can provide the highest rank
nodes v1; : : : ; vk as recommendation for the most CHH-valued nodes to study.</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Case Study</title>
      <p>
        The History Museum of Petrozavodsk State University (PetrSU) is a typical
small museum oriented to everyday life history [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. More than 10 digital displays
of various sizes with changing images of photographs, documents, newspaper
articles from di erent eras of more than 75-year PetrSU history. Transformable
table makes it easy to change the Museum space, making it comfortable for
di erent forms of collaborative work activities. Some displays show video and
audio interviews with the teachers of the University in di erent years. Exhibits
presented on windows show everyday life history of teachers, researchers, and
students. Some exhibits, despite their advanced age, can be experienced directly
in the room. Old movies about PetrSU life in the 1970s and 1980s provide the
necessary cultural and historical atmosphere.
      </p>
      <p>
        Let us consider the three basic information services that we developed for use
in this museum. Visual design and user interface details of the presented smart
museum information services were demonstrated in [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. The generic role of the
smart museum services is summarized in Table 1.
      </p>
      <p>Visit service: The service constructs a personalized exposition of
recommended exhibits for a visitor to study. Such a recommendation is a small set
of selected objects from the presented ones in the museum exhibition room.
This set VU is constructed from the available knowledge such that the set
represents the most interesting facts for the particular visitor u or their group U . This
way, a visit program is constructed for a museum visitor before the visit. The
service is also responsible for program adaptation during the visit depending on
the preferences of the visitor and on the dynamically changing situation.</p>
      <p>The Museum is a point from which the guest often starts introduction with
PetrSU. According to psychologists, the memorization of new information occurs
when the knowledge is associated with the existing one. The service discovers
facts in the biography of Museum visitors and intersects them with facts from
the University history or with persons who worked (working) in PetrSU. The
educational function becomes more e ective, making an almost personal approach
to each visitor and improving the whole PetrSU image.</p>
      <p>Visit service uses exhibit ranks based on local ranking (although other
ranking models can be applied as well). In particular, rv = 1= (U; v), where the
distance (U; v) shows semantic similarity of users U to the exhibit v 2 V . The
CHH interests of the user are included into the user pro le and can be
represented in the node u 2 U in G. Objects in VU can be ordered into the visit
program (i.e., implementing smart navigation), which is in turn visualized on
the public screen in the museum room or on personal mobile devices of the users
(i.e., implementing multimodal interface).</p>
      <p>Exhibition service: The service shows selected descriptions and visual
information about the studied exhibits on exhibition touch screens or on personal
mobile devices of the visitors. In fact, the service creates a kind of virtualization
when a physical exhibition is augmented with digital representation (i.e.,
implementing multimodal interface). As in Visit service, Exhibition service acts as a
recommender since the screens show the recommended (most interesting) facts
derived from the available CHH knowledge for the current context and situation.</p>
      <p>The service makes the Museum space more interesting and diverse. It attracts
the most numerous group of museum visitors|young people. The widespread
use of gadgets and e ective extraction of information allow the student to use
the services to nd information important for her/his study.</p>
      <p>For recommendations local ranking can be used. In particular, rv = 1= (u; v),
where the distance (u; v) shows the relation level of information fact v to the
recently studied exhibit or fact u (for u; v 2 V ). The recommendation assistance
is online (i.e., implementing smart navigation). An e ective visualization can
employ the star graph model, where the internal node u has a small set of rays
(leaves) to show the recommended facts and their interest level (rank).</p>
      <p>Enrichment service: The service supports modi cation (evolution) of the
semantic network by museum personnel and visitors (i.e., implementing collective
intelligence). A museum visitor can enrich descriptions of studied exhibits (e.g.,
adding annotations). A personal mobile device (e.g., smartphone) becomes a
primary access tool for this service. First, annotation is useful when the visitor adds
descriptions about an object (e.g., facts from an eyewitness of the event), which
is particularly important in everyday life history. Second, visitors can make the
routine work on establishing known history-valued relations between objects.
The visitor adds some relation (together with its description), and museum
personnel moderate the correctness and value.</p>
      <p>The museum collection is for modern history, preserving the events of the
recent past and being constantly updated with modern exhibits. The collection
often provokes visitors' own memories of the University life. The service captures
these memories and turns them into exhibits. Museum collection has many
exhibits for which information needs clari cation: the date of creation of photos
are sometimes speci ed approximately, in group photos are only individual
persons. There are many exhibits the purpose and work of which is not always fully
understood. In particular, old devices and mechanisms that were used in the
educational process and now lost their importance. The service supports collecting
this clari cation information from visitors and experts.</p>
      <p>This service can use ranking for quality evaluation. In particular, let the
initial semantic network G have ranks structure RG = frGg. After
communitybased enrichment, the new semantic network is G has another ranks structure
RG = frG g. Analysis of the di erence between RG and RG supports
quantitative evaluation of the added value to the CHH knowledge the museum collects.
6</p>
    </sec>
    <sec id="sec-6">
      <title>Conclusion</title>
      <p>This paper presented our view on smart museum information services in respect
to their role for assisting cultural and historical heritage activity of both museum
visitors and personnel. We reviewed the smart museum concept based on the
recent progress in information and communication technology and in Internet of
Things, in particular. We presented the basic forms of such services applicable
for CHH activity within a smart museum. Our service development is based
on applying the semantic network model for integrating heterogeneous CHH
knowledge. Data mining in a semantic network is reduced to the ranking problem,
which in turn is used for constructing the services. The e ectiveness is discussed
on the case study of the History Museum of PetrSU, where the proposed services
are developed for the CHH preservation, transmission, and research needs.
Acknowledgments. This research is nancially supported by the Ministry of
Education and Science of Russia within project # 2.5124.2017/8.9 of the basic
part of state research assignment for 2017{2019. The work is implemented within
the Government Program of Flagship University Development for Petrozavodsk
State University in 2017{2021.</p>
    </sec>
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