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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Of Seringueiros and Sambistas: Occupation Mappings in Historical Text</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Valeria de Paiva</string-name>
          <email>valeria@topos.institute</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Aikaterini-Lida Kalouli</string-name>
          <email>kalouli@cis.lmu.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Livy Real</string-name>
          <email>livyreal@gmail.com</email>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>CIS, LMU Munich</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Topos Institute</institution>
          ,
          <addr-line>Berkeley</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This work shows how shallow processing of available resources can help us improve the coverage of existing large-scale lexical resources like the OpenWordNet-PT, the Portuguese version of WordNet. Specifically, the work employs the Brazilian Dictionary of Historical Biographies, a dictionary whose entries are short biographies of personalities of the History of Brazil since the 1930s, and the European multilingual classification of Skills, Competences and Occupations resource (ESCO), in order to extract professions and occupations and check how many of them are already present in OpenWordNet-PT. The work also allows interesting side-observations, for example on the quality of non-English NLP tools as well as within the socio-political scenery.</p>
      </abstract>
      <kwd-group>
        <kwd>OpenWordNet-PT</kwd>
        <kwd>occupations and professions</kwd>
        <kwd>historical biographies</kwd>
        <kwd>spacy processing</kwd>
        <kwd>Portuguese NER</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1 Introduction</title>
      <p>
        Despite the huge successes of machine learning techniques over big data, lexical
resources in the style of Princeton WordNet (PWN) are still necessary for many tasks
in the applications resulting from processing natural language. Such resources are not
well-developed for languages other than English and long drawn processes are many
times necessary to circumvent the lack of such a resource. For Portuguese, one project
for the development of a Portuguese open wordnet since 2012 is OpenWordNet-PT [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
Creating new lexical resources is easier, but improving and maintaining the ones you
have, not so much. In particular, the work of verifying accuracy and improving
translations of versions of PWN requires finding specific sub-problems within the data that can
be seen as closed sub-problems, where you can circumscribe a task, finish it, declare
victory and then write about the sub-project.
      </p>
      <p>The problem of looking at professions and occupations in a historical corpus, in a
open-source lexical resource and in the OpenWordNet-PT seems a good candidate for
such a closed sub-problem. For one, when considered from the viewpoint of knowledge
representation (KR), it characterizes a semantic domain, a subclass of human activities
⋆ Copyright © 2022 for this paper by its authors. Use permitted under Creative Commons
License Attribution 4.0 International (CC BY 4.0).
that one might hope to be able to complete to a desired level of accuracy. Additionally,
given the characteristics of the corpus in question, a dictionary of historical figures, it
is one of the essential pieces of information that every entry possesses. Thirdly, while
some of the (political) occupations are similar in English and Portuguese (e.g president,
lawyer, senator, janitor, etc..) it is clear that some, like the ones in our title (seringueiro
is someone who extracts latex from trees, sambista someone who composes, dances or
plays a style of Brazilian music, samba) only need to exist in a Portuguese wordnet.</p>
      <p>
        Completing OpenWordNet-PT is a founding stone for work we want to do on
creating and reasoning with logical representations for the meanings of sentences in (English
and in) Portuguese. If we can automatically generate logical knowledge representations
for the historical characters of a corpus, we can do many more extraction tasks:
essentially, we can reason with this kind of information to deduce new information. For
instance, if you want to know which politician was the first female governor of a state in
Brazil and you ask Google for “primeira governadora do Brasil” (first female governor
in Brazil), you may get what seems like contradictory information: One link provides
the sentence “Em 1986, quando o governador eleito do Acre deixou o cargo para
disputar uma vaga no Senado, Iolanda Fleming se tornou a primeira mulher a governar
um estado da federac¸a˜o”4 while another link provides “Roseana foi a primeira mulher
eleita governadora”5. But this information is not contradictory: Fleming was the first
female governor, even if she was only elected as a vice-governor. And eight years later,
Roseanna Sarney became the first woman elected as a governor. Solving this kind of
reasoning problem seems too much to ask of the systems we are currently developing,
but discovering the issue (the apparent contradiction) should be what a logical,
reasoning system is supposed to be doing. Work in this direction has been completed by [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ],
building on much earlier work envisaged in [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. Necessary for such endeavours are
lexical resources as complete as possible, which is why we set out to improve the coverage
of OpenWordNet-PT.
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>Lexical Resources and Corpus</title>
      <p>
        Wordnets are lexical databases that offer information on open class words, that is,
adjectives, nouns, verbs and adverbs. Wordnets descend from Princeton’s Wordnet,
developed by Miller and Fellbaum [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] at Princeton University. Wordnet was designed as a
dictionary and thesaurus for human use. However, researchers in AI and Natural
Language Processing (NLP) have found WordNet and its taxonomic concept hierarchies
useful for computational systems. Hence, WordNet has seen widespread use and it has
became a “de facto” standard in NLP. The familiarity of its taxonomic structure, coupled
with its extensive coverage, as well as its open source license, all helped to account for
WordNet’s popularity and for the proliferation of similar resources in other languages,
including Portuguese.
4 ‘In 1986, when the elected governor of Acre left the position to dispute a seat in the Senate,
      </p>
      <p>Iolanda Fleming became the first woman to govern a state of the federation.’
5 ‘Roseana was the first woman elected governor.’</p>
      <p>OpenWordnet-PT is a wordnet for Portuguese, open-source software. 6 Despite
being in development since 2012, it is not a finished product. The original idea was that
having a fairly high-quality translation from Princeton WordNet would be a good
starting point for work in Portuguese semantics, which we would improve as much as we
could, using mini-projects that could interest students. Devising these mini-projects is
not a triviality, as they need to have well-defined evaluation criteria and lead to some
clear improvement of the thesaurus, as it stands. Work on grammatical classes has been
done before and it seemed a sensible idea to try to venture into semantic domains, such
as occupations from now on.</p>
      <p>To detect missing professions and occupations from the current version of
Portuguese wordnet OpenWordNet-PT and be able to improve it, we decide to look at two
resources: the Brazilian Dictionary of Historical Biographies (DHBB in Portuguese)7
and the occupations list provided by the European Skills and Competences,
qualifications and Occupations (ESCO) initiative8.</p>
      <p>
        The DHBB corpus was originally designed to provide researchers and scholars with
organized and systematic information about personalities and themes considered
noteworthy in the recent history of Brazil, from the Revolution of 1930 onwards. The corpus
comprises about 7,500 biographic or thematic entries, covering people, institutions,
organizations, and events. The majority of entries are biographical in nature, with over
6,500 biographies and some 1,000 thematic entries. Each entry consists a separate file.
Biographical entries have a header summarizing the description of the person, with key
positions held and the respective periods the position was exercised. This corpus is
suitable for several reasons. First, the entries are well-written and hand-curated. They
follow some carefully designed guidelines, but are not written in a controlled language.
They use a medium register, not too erudite (as it is supposed to be useful for high
school students), but not too popular or informal. Hence, we do not have too many of
the problems associated with slang, regionalisms, neologisms, emoticons or out of
vocabulary words of web texts. Also, the language, associated to historical biographies of
personalities since the 1930s, is similar to news text, hence it does not require a large
vocabulary of specific terms, as it is required in works in the fields of Law or
Geology, for example. Given the historic, biographical nature of the corpus, it is suitable
for sociological research. Indeed, work done by [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] shows examples of socio-political
questions historians might like to be able to answer given this corpus. For example,
the question is posed on whether women who lived in Rio de Janeiro at the time and
occupied high positions in the Executive branch between the decades of 1960 and 1980
attended the same academic circles or the same intellectual environment as their male
colleagues. Currently and without suitable logical representations, we are still unable to
answer such questions. Improving the coverage of resources like the OpenWordNet-PT
with important semantic categories like that of occupations can contribute to solving
these questions.
6 It can be browsed at http://openwordnet-PT.org and downloaded from https:
//github.com/own-pt/openWordnet-PT.
7 https://github.com/cpdoc/dhbb
8 https://ec.europa.eu/esco/portal/download
      </p>
      <p>
        On the other hand, we also make use of the occupations resource provided by ESCO.
ESCO is the European multilingual classification of Skills, Competences and
Occupations. ESCO works as a dictionary, describing and classifying professional occupations
and skills relevant for the EU labour market, education and training. The resource is
constructed with the goal to be used by electronic systems that provide services like
matching job seekers to jobs on the basis of their skills, suggesting training options to
people who want to re-skill or up-skill etc. ESCO provides 2,942 basic occupations for
27 languages. For Portuguese, we are able to extract a total of 5,103 occupations, also
including alternative names provided for the basic occupations. At this point, the
question may arise of why we also use the DHBB corpus, since the ESCO resource seems
to contain a solid base against which we would check OpenWordNet-PT’s coverage.
There are several reasons for our choice. First, the ESCO resource is focused on the
EU geographic area and although most occupations will exist across the world, there
are professions which are specific to the part of the world they occur and the language
they are used in. Therefore, the DHBB could provide us with such occupations within
the Brazilian space, especially older professions which might not exist in their original
form any more. Additionally, having the historical text where the occupation is used
helps with possible ambiguities. Another reason for our choice is that we would like
to use this work to make preliminary sociological observations on the DHBB corpus,
attempting to contribute to the open questions raised in [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ].
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Occupation Extraction</title>
      <p>
        A first processing of the DHBB, described in [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ] was based on FreeLing 3.0 [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
Freeling9 is an open source multilingual language processing pipeline, which offers
modules for Portuguese processing. FreeLing’s modules for named entity recognition and
part-of-speech tagging were used in that first processing. However, the frameworks for
named entity recognition and parsing should have improved considerably since then. In
particular, spaCy10 has proven to be a powerful NLP tool, currently supporting more
than 64 languages. Note that the choice of an NLP tool is not trivial since there are
only a few tools that can process languages other than English. Therefore, we choose
spaCy and process the DHBB corpus with it.11 For the processing, we use the largest
model provided for Portuguese12 and we perform tokenization, part-of-speech tagging
(POS-tagging) and named-entity recognition (NER). Particularly, we extract verbs and
common nouns, we list the historic figures described in the dictionary and produce
separate lists of persons’ names as extracted by the NER module, locations, organizations
and miscellaneous named entities. Some of our comments below refer to the people
presented as main entries of the dictionary, but others refer to ‘people’ as extracted by
the NER module as mentioned within the text of entries (including relatives, colleagues,
superiors, etc.)
9 http://nlp.lsi.upc.edu/freeling/
10 https://spacy.io/
11 All processing available under https://github.com/vcvpaiva/DHBBspacy
12 pt core news lg
      </p>
      <p>Based on the extracted nouns, we are able to query these nouns for occupations
and professions. We extract all nouns that are either included in the ESCO
occupations resource or end with suffixes common for professions in Portuguese, such as
or (compositor, ‘composer’), -ista (motorista, ‘driver’), -nte (presidente, ‘president’).
This results into a list of 1749 professions. The list needs to be further manually
curated, e.g., because these suffixes do not always express professions and due to other
issues. First, many nouns in our list are not really occupations or professions, but
behave syntactically as if they were. For example, in a sentence such as13 “Suplente do
primeiro-secreta´rio da mesa da Caˆmara entre 1967 e 1968, em 1970 passou a exercer o
cargo de primeiro-secreta´rio.” the word for a political substitute suplente behaves like a
proper occupation. In general, words such as suplente (‘substitute’), grevista (‘striker’)
and golpista (‘putschist’) that can be adjectives, but are commonly used as nouns, did
not enter in the final list, since they are not real professions and our goal was to
complete the list of occupations in OpenWordnet-PT. Words related to political positions
such as oposicionista (‘opposition member’) were not considered either, even if they
can, in some cases, syntactically stand for an occupation noun and many times they do.
The expression o deputado oposicionista (‘the opposition representative’) becomes in
Portuguese simply o oposicionista. Other nouns can be, in one of their senses, a
specific profession, for example seguranc¸a (‘security’ as in ‘security guard’) and lideranc¸a
(leadership as in ‘the party’s leadership’), but they were only listed in our most
recurring nouns because they are very polysemous. The noun seguranc¸a refers to the abstract
concept of ‘security’ and ‘safety’ in a sentence such as ‘O artigo 162 previa o Conselho
de Seguranc¸a Nacional, encarregado de estudar as questo˜es de seguranc¸a.’ (‘Article 162
envisaged a National Security Council, in charge of studying safety issues.’). Generic
positions such as empregador (‘employer’) and comprador (‘buyer’) were kept in the
list, because even if they do not always refer to a specific profession they refer to
important roles in the domain of workers and jobs. After the manual curation, the cleaned
list of occupations contains 853 entries.</p>
      <p>We check how many of these entries are included in the OpenWordNet-PT and make
interesting observations. From the 853 entries, 282 are missing from OpenWordNet-PT,
so around 33%. From these 282 missing synsets, 7 might be considered prefix issues.
Words like ex-ministro, segundo-secreta´rio (‘ex-minister, second-secretary’) in
principle should be covered given some language pre-processing dealing with prefixes. Some
are clearly occupations that only need to exist in a Brazilian Portuguese wordnet.
Occupations such as usineiro, cafeicultor, posseiro (‘sugar refinery owner, coffee producer,
squatter’) are examples. Clearly these occupations exist in other cultures, but the
nuances implied by the nouns are very much Brazilian. The same way, young military
men wanting a voice in politics do happen in many places, but a political movement
called Tenentismo (‘Tenentism’) meaning ‘related to lieutenants’, is a phenomenon
typical of Brazilian history of the 20th century.
13 ‘A substitute to the first secretary of the Bureau of the Assembly between 1967 and 1968, in
1970 he started to hold the post of first secretary.’
Apart from detecting the occupations missing from OpenWordNet-PT and being able
to improve the coverage of the resource, our processing of DHBB allows us further
observations.
4.1</p>
      <sec id="sec-3-1">
        <title>Quality and Development of non-English NLP tools</title>
        <p>
          Special mention should be made to the locations list extracted from our processing.
spaCy identifies some 27,000 entries as locations. The three most common ones are
Rio de Janeiro with 11,894 occurrences (also found as Rio), Brasil with 9,579
occurrences and Sa˜o Paulo with 6808. Rio de Janeiro appearing most often can probably
be attributed to the fact that the entries cover the period when Rio was the capital of
Brazil. Interestingly, the modern capital of Brazil (Bras´ılia) only appears 1882 times,
even less than United States with 2095 occurrences. (This can be partially explained
by the use of DF (Distrito Federal/federal District) which presumably referred to Rio
before 1965 and to Bras´ılia after the change of the Capital.) However, such findings
uncover socio-political aspects of the time, e.g., the importance of the United States
to Brazilian politics, and can partly also be confirmed by the older findings by [
          <xref ref-type="bibr" rid="ref6">6</xref>
          ]. It
is worth noting that, although the current work is done 8 years after the paper
published by [
          <xref ref-type="bibr" rid="ref6">6</xref>
          ], the quality of the retrieved results has not improved as much as expected.
spaCy has been shown as a much more powerful tool than Freeling and the advances of
NLP in the last 8 years are considered tremendous. Still, our processing of the DHBB
might suggest that most developments have been achieved for English and that other
languages still lag behind: the quality of the locations we retrieve is unexpectedly low.
We manually look at the first 300 entries of our locations list and find that many of
the entities classified as locations are actually organizations. Thus, for example, among
the 30 first ”locations” (with more than a thousand occurrences each) we find eight
mistakes: the Republic (Repu´blica), the lower chamber of the Congress (Caˆmara dos
Deputados), the Congress (Congresso and Congresso Nacional), the Electoral College
(Cole´gio Eleitoral), the Supreme Federal Tribunal (STF) and the Ministry of Finance
(Fazenda) and another tokenization error (de Sa˜o Paulo) (This is 8 errors in 30 of the
most popular locations).
        </p>
        <p>Further work is needed to determine quantitatively the unexpectedly low
performance of the NER of locations and whether other categories or other NLP pipeline
processing steps also show similar performance.
4.2</p>
      </sec>
      <sec id="sec-3-2">
        <title>Sociological Observations</title>
        <p>Our work analyzing the data in the DHBB discovered that women are very badly
represented in the dictionary. Out of 6,750 historical personalities that have a devoted entry
in the dictionary only 224 are women, around 3% of the entries. Within the list of
people generally appearing in the texts of the dictionary (i.e., without having a devoted
entry), there was not a single woman among the names that appear more than 250 times
in the corpus. When we checked for female names among the people with at least 5
occurrences (a total of 4944 “persons”) only 145 were women.</p>
        <p>According to the processing in 2014 with FreeLing, the most important woman in
Brazilian history, if number of occurrences in this corpus was a sensible metric, would
be Ivete Vargas, congresswoman from Sa˜o Paulo State and niece of Getu´lio Vargas, a
former President of Brazil. Ivete Vargas name had 125 occurrences in the text of the
DHBB, but she is not a very influential figure in Brazilian History. She was followed by
Lu´ısa Erundina, ex-mayor and congresswoman from Sa˜o Paulo, with 104 occurrences.
In third place we had Alzira Alves, with 94 occurrences in the corpus, a researcher at
CPDOC (Centro de Pesquisa e Documentac¸a˜o de Histo´ria Contemporaˆnea do Brasil
- Research and Documentation Center of History of Brazil), the center that produces
the DHBB data. This was the result of some metadata been (mis)classified as textual
data. Alves in that preliminary processing, was ahead of Marta Suplicy (senator and
Sa˜o Paulo’s ex-mayor, with 85 occurrences), Roseana Sarney (congresswoman, senator
and Maranha˜o’s governor, with 75 occurrences), Benedita Silva (Rio de Janeiro’s
congresswoman and senator, 50 occurrences), Marina Silva (Acre’s congresswoman and
senator, 32 occurrences) and especially of Dilma Rousseff, former president of Brazil,
which had only 23 occurrences in the corpus.</p>
        <p>The current processing using spaCy and the cleaning of the data improved this
situation considerably. Dilma Rousseff now shows up with 249 occurrences as the most
cited woman. Ivete Vargas name has 131 occurrences in the text of the DHBB. Luisa
Erundina has 125 occurrences, Marta Suplicy is now 4th place with 105 occurrences,
followed by Roseana Sarney (89 occurrences), Marina Silva (76 occurrences), Helo´ısa
Helena (52 occurrences), Benedita da Silva (51 occurrences), Marina (46 occurrences),
and Rosinha Garotinho (42 occurrences). But these numbers are very small indeed.</p>
        <p>It would be naive to think that number of occurrences in the text is a perfect proxy
for importance/relevance in politics or even in the dictionary itself. There are several
issues with using this proxy: one would need to cluster the different ways of referring
to a single entity (e.g. ”Vargas” appears as the first name on the list with 4810
occurrences and then in the 3rd place as ”Getu´lio Vargas” with 2540 occurrences, but both
refer to the same dictator). Some Christian names are individual enough that they can
be used by themselves (e.g. ”Lula” is a very popular nickname for ”Luis”, but there is
only one Lula in Brazilian politics). The list of person names does contain a fair number
of mistakes that would need to be manually corrected. Mostly they correspond to
organizations misclassified as people, showing again that NER can be at very high numbers
for English, but the reality in other languages is different14.</p>
        <p>However, the disparity between numbers of male and female historical characters
does tell us something. As does the fact that the list preserves its order eight years
later, at least to a certain extent. As little as 61 female names appear between 249 to 10
occurrences. The numbers of women are not aligned with their perceived importance
in Brazilian politics, while the opposite seems to happen to numbers of occurrences of
names of male politicians.</p>
        <p>We can cite some examples of names that we expected to see in the dictionary:
Lueci Ramos (city representative for Cuiaba´, four times re-elected), Ol´ıvia Santana
14 A great example of this is the number of verbs, at the beginning of sentences that are
misclassified as people, e.g. ”Pressionado” (pressured), ”Adepto” (follower), or ”Impossibilitado”
(not able to).
(city representative for Salvador e Education Secretary), Matilde Ribeiro, (ex-minister
of Pol´ıcies for Racial Equality in Brazil, has only two occurrences), Sandra Regina
Machado Arantes do Nascimento Felinto (city representative for Santos, SP and
daughter of Pele´ does not show), Simone Tebet, senator (since 2014) and federal deputy since
2002, has only one occurrence.</p>
        <p>These numbers seem to reflect some implicit gender bias of historians, as there were
very significant women part of this history, such as Maria da Penha Fernandes (Law
Maria da Penha), Leci Branda˜o (state deputy from Sa˜o Paulo since 2011 and musician,
since the seventies), Marilena Chau´ı (philosopher and founder of the Workers Party) and
Zuzu Angel (fashion designer presumed killed by the dictatorship), for instance, that do
not have entries for themselves. Such a finding opens the way for more research in this
socio-political dimension, which we hope to explore further in our future research.
5</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Conclusions and Further Work</title>
      <p>
        In this work, we set out to improve the coverage of OpenWordnet-PT, aiming at
contributing to our ultimate goal of automatically producing knowledge representations for
Brazilian Portuguese text. To this end, we conducted a small-scale information
extraction task considering occupations and professions described in the Brazilian Dictionary
of Historical Biographies (DHBB) and the classification of the European Skills and
Competences, qualifications and Occupations (ESCO) initiative. This processing not
only allowed us to detect synsets missing from OpenWordNet-PT, but also led us to
further observations about the quality of the current, non-English NLP tools in
Portuguese and some sociological ”distant reading” observations [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] about the dictionary
and the times when it was created. Future steps include making sure that the synsets we
were able to detect are added to OpenWordNet-PT and have an appropriate, up-to-date
mapping to the SUMO ontology15. Also we want to dig deeper in the side-observations
that emerged out of this study.
15 https://www.ontologyportal.org/
      </p>
    </sec>
  </body>
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