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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Semi-Automated Identification of News Story Chains: A New Dataset and Entity-based Labeling Method</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Fatih Gedikli</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Anne Stockem Novo</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Dietmar Jannach</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of Applied Sciences Ruhr West</institution>
          ,
          <addr-line>Mülheim an der Ruhr</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Klagenfurt</institution>
          ,
          <addr-line>Klagenfurt</addr-line>
          ,
          <country country="AT">Austria</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Automatically deciding if two or more news articles cover the same event-thereby building a story chain-is an important problem in news analytics, and knowledge about such story chains can be used, for example, in recommendation scenarios to suggest follow-up news articles. While content analysis on the level of individual news articles and on general news topics is well-studied, research on news story chains is still limited, partly due to the dificulty of manually labeling or automatically detecting story chains in larger collections of news articles. In this work, we present a novel (semi-)automated method based on clustering and Named Entity Recognition for creating a dataset for news story chains. An experimental analysis of our method shows that it is highly efective in correctly detecting unrelated stories and identifying candidates for related stories. Thus it helps to reduce manual labeling eforts by 80% without afecting the quality of the dataset. It can even improve the quality of the dataset as manual work is put into only the potentially relevant cases. As an additional result of our work, we publish a new dataset of Business Energy News which was created with the help of our method to foster research in this area.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;News Story Chains</kwd>
        <kwd>Follow-up News</kwd>
        <kwd>Clustering</kwd>
        <kwd>Datasets</kwd>
        <kwd>Recommendation</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Automated news analytics methods are widely used in practice today. These methods, which
are also well-studied in the academic literature, are for example used to categorize articles
according to their topics, to recognize entities that appear in them, to classify them as potential
fake news, or for sentiment analysis [
        <xref ref-type="bibr" rid="ref1 ref2 ref3">1, 2, 3</xref>
        ]. What has not been studied in similar depth,
however, is the automated identification of news story chains [
        <xref ref-type="bibr" rid="ref4 ref5">4, 5</xref>
        ]. Story chains are, roughly
speaking, a collection of news articles that report on the same event. An event could for example
be an earthquake that just happened or a recent plane crash. Note that according to common
definitions in the literature, the elements of a story chain are not necessarily follow-up stories,
as the name may suggest. They could also be articles on diferent news outlets that report on
the same event simultaneously, maybe also from diferent angles.
      </p>
      <p>
        Knowing which articles in a given collection of documents form a story chain can be helpful
in diferent application scenarios. In news recommendation [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], for example, one could use
story chains to recommend follow-up stories to readers who have read an earlier article on
an event [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Alternatively, one could try to recommend articles from diferent news outlets
that simultaneously report on the same event, e.g., a particular speech by a politician, with
the goal of providing a balanced set of viewpoints. Finally, on a news aggregation site, one
might use information about story chains to avoid that several articles on the same event
are recommended, assuming, for example, that all of them might carry the same (limited)
information, e.g., immediately after a catastrophe.
      </p>
      <p>Conceptually, news story chains are located between individual news articles and common
news topics (see Figure 1). The degree of abstraction used in news analysis can play an important
role, for example in communication sciences, because it may have a significant efect on the
results. Think, for example, of a research study on news consumption which counts the number
of news items a user is engaged with every day. In such an analysis, the results would change
significantly if the study were conducted at the level of individual stories instead of individual
articles.</p>
      <p>The detection of story chains in a collection of documents is a non-trivial task, and much
less explored than common news analytics approaches that focus on individual articles, e.g., in
terms of sentiment analysis, or on the identification of general (latent) topics and the automated
association of the documents according with these topics. To find out whether two articles
deal with the same event and thus are part of an overarching story chain, the articles must be
manually compared with each other in pairs. Such comparisons, if made by hand, do not scale
to larger collections of documents. Even if we only have N =100 documents, which is probably
less than what major news sites publish per day, × (− 1) =4,950 such comparisons would be
2
needed.</p>
      <p>Besides a certain lack of methods to automate the process of labeling pairs in terms of being
part of a story chain or not, not too many public datasets with ground truth information exist
that can be used for research on the topic. With this work, we aim to narrow these research gaps.
First, we show that the co-occurrence of named entities, e.g., places or people, is a very efective
predictor regarding the question if two articles are part of a story chain. We, for example, ran
experiments with a clustering algorithm that uses a co-occurrence metric for named entities,
ifnding that the algorithm is highly efective in identifying unrelated articles and in finding
candidates for related stories. Second, to foster more research in this area, we provide a new
hand-labeled dataset containing articles from the domain of Business Energy News.</p>
      <p>The paper is organized as follows. After briefly reviewing previous work in Section 2, we
discuss our technical approach to automatically label news articles in Section 3. Afterwards, in
Section 4 we present the findings of our empirical evaluation.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Background and Related Work</title>
      <p>
        Many works in the literature, as mentioned above, focus either on topic modelling [
        <xref ref-type="bibr" rid="ref8 ref9">8, 9</xref>
        ] or
content analysis on the individual document level [
        <xref ref-type="bibr" rid="ref10 ref11 ref12">10, 11, 12</xref>
        ]. Recently, more attention has
been given to the intermediate level where we can find diferent terms, with a slightly diferent
meaning, like “news events”, “media storms”, or “story chains”.
      </p>
      <sec id="sec-2-1">
        <title>2.1. Terminology</title>
        <p>
          Topic modeling represents the highest level of abstraction for grouping articles as shown in
Figure 1. The latent, underlying theme of an article is modelled usually with unsupervised
techniques such as Latent Dirichlet Allocation [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ] or Latent Semantic Indexing [
          <xref ref-type="bibr" rid="ref14">14</xref>
          ]. Articles
are then grouped by common topics such as, e.g., sports reporting. The term “event” on the
other hand is associated with a specific instance of a topic, e.g., the 2020 Olympic Games in
Tokyo. Vasterman describes the term “event” as central, covering also the terms “news waves”
and “media hypes” [
          <xref ref-type="bibr" rid="ref15">15</xref>
          ]. A slightly diferent term, a “flashpoint”, describes a sudden appearance
in the media, usually on brief periods with a rapid fall in interest. Waisbord &amp; Russell discuss
the importance of such flashpoints in the frame of today’s digital journalism, which has the
power of creating sustained attention on social problems [
          <xref ref-type="bibr" rid="ref16">16</xref>
          ].
        </p>
        <p>
          We follow along with Nicholls &amp; Bright who define story chains as “ normal routines of coverage
to dedicate themselves to an exclusive focus on a particular current event, with multiple follow up
pieces and diferent angles explored ” [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. When an event is tracked in time, the tracking can be
further segmented into follow-ups (addressing the same aspect), trees (addressing diferent
aspects), duplicates (rephrasing or correction of previous articles), and summaries (condensing
information from a subset of articles). As emphasized by Trilling &amp; van Hoof, a news event
can be subject to a “standalone article that covers one event covered by no one else”, delimiting it
from the definition of a story chain [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ].
        </p>
        <p>
          Furthermore, Nicholls &amp; Bright emphasize the importance of news chain detection when
making quantitative analyses of topic coverage in the media [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. Following their argumentation,
articles linked to an event should not receive the same weight in a dataset as the same number of
separate articles. Desai &amp; Nagwanshi point out the diference between duplicate and grouping
articles [
          <xref ref-type="bibr" rid="ref17">17</xref>
          ]. Duplicate articles use the same wording and grouped articles can be syntactically
quite diferent while covering the story from a diferent angle.
        </p>
      </sec>
      <sec id="sec-2-2">
        <title>2.2. Data-related Challenges</title>
        <p>
          The dificulties of news story chain detection are mainly twofold: first, news story chains
are to some extent underrepresented in general, and thus also in research datasets. “Media
storms”, which were characterized by the level of attention and fraction of media coverage,
were found to make only 11%, lasting typically for 15 days by Boydstun et al. [
          <xref ref-type="bibr" rid="ref18">18</xref>
          ]. The database
for their analysis is a 10 year study of one US and one Belgian newspaper. This observation
was confirmed by Nicholls &amp; Bright on a corpus of almost 40,000 British news articles. They,
however, observed a much lower duration of just 1.5 days [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. While those big stories contain an
average of 11 articles, the overall number of story chains with two to five articles was identified
to make a share of 54% of the entire dataset. This is in agreement with a study of three British
newspapers, where 30% of the articles were identified as follow-ups of previous articles, i.e., a
particular type of news story chains [
          <xref ref-type="bibr" rid="ref19">19</xref>
          ].
        </p>
        <p>
          The second main dificulty is the absence of a time bound. The time span for a story chain
is not defined but observed to usually cover a few days [
          <xref ref-type="bibr" rid="ref18 ref4">18, 4</xref>
          ]. However, related articles can
be released months or even years later. Usually a rolling time window of 3 to 7 days is chosen
for the determination of document similarity for reasons of computation eficiency [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. This
might lead to an artificially lower number of related articles since a similar event can trigger
the mention of a previous news event.
        </p>
      </sec>
      <sec id="sec-2-3">
        <title>2.3. Story Chain Detection Methods &amp; Their Evaluation</title>
        <p>
          The basis of news story chain detection methods commonly is a quantification of document
similarity combined with clustering methods. Clustering algorithms are a common technique
for document content analysis [
          <xref ref-type="bibr" rid="ref20">20</xref>
          ]. They make use of the distance between documents, trying
to minimize the distance of documents inside a cluster (intra-cluster distance) while maximizing
the distance between diferent clusters (inter-cluster distance).
        </p>
        <p>
          Text documents, which serve as input to the model, can be represented by word frequencies
or transformed into word embeddings. Desai &amp; Nagwanshi compared these two representations,
a multi-level word embedding approach with TF-IDF models and found that the latter are
outperforming the embedding models [
          <xref ref-type="bibr" rid="ref17">17</xref>
          ]. They speculate that the variation of entities can be
easily handled by the TF-IDF model, while the embedding handles semantic information but
diminishes information related to an entity. A combination of both approaches with fine tuning
of a BERT model for document similarity and weight adjustment outperforms either of the two
models.
        </p>
        <p>
          Trilling &amp; van Hoof also draw the conclusion that it is advisable combining both methods
in order to achieve more robustness, based on a study of 45,000 news articles from diferent
sources [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ]. Their investigation shows that using only a TF-IDF approach does not provide
enough flexibility for variations in phrasing. Word embeddings overcome this problem at the
cost of grouping events which do not form a story chain. It is noteworthy that the authors
discovered diferent event characteristics depending on the news source. Thus, for an unbiased
analysis of the content, a variety of news outlets should be considered. Otherwise, the potential
of generalization is diminished.
        </p>
        <p>
          A further aspect on the TF-IDF approach was mentioned by Nicholls &amp; Bright [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. In order
to be computationally eficient, it is a common technique to crop the vocabulary size for the
least frequent words. Infrequent words are however often a good indicator for identifying news
story chains and thus should be given more importance.
        </p>
        <p>
          One of the challenges of news story chain detection is the lack of ground truth data for
evaluation. Most previous works are based on hand-crafted datasets, e.g., [
          <xref ref-type="bibr" rid="ref18 ref4">18, 4</xref>
          ]. Such an
approach leads to strong control over the labeling process, but is too time consuming on large
scale. Therefore, (semi-)automated labeling is desired. For example, the multi-news dataset by
Fabbri et al. [
          <xref ref-type="bibr" rid="ref21">21</xref>
          ] contains 44,000 clusters of articles, with summaries written by humans. Each
cluster contains only 2 to 10 articles. Moreover, from originally almost 40,000 UK news articles
in the work of Nicholls &amp; Bright, two independent labelers crafted a dataset of 204 randomly
selected articles [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ]. This data shows a strong imbalance: only 59 of 20,706 articles were
assigned to story chains. Note that the articles of the dataset were randomly selected and the
corresponding article pairs were hand-coded afterwards. Unlike such a random-based approach,
we take a data-centric approach and propose an article selection procedure to systematically
select articles to improve the quality of the dataset.
        </p>
        <p>
          In addition to random-based approaches, we also find cluster-based approaches in the
literature, where news articles are grouped into story chains using a story chain detection algorithm
ifrst. After that, only the article pairs within the groups are labeled ignoring possible relations
between the groups.1 Nicholls &amp; Bright [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ], for example, construct an additional dataset for
validation by sampling 25 of the story chains generated by their two-step story chain detection
method because their random-based development set was quite unbalanced. In the first step,
the authors measure pairwise similarity between all articles using the BM25F algorithm. The
authors use a sliding 3-day window to reduce the computational complexity of the similarity
computation. Second, they employ a network partitioning method to group the articles. In
contrast, our procedure, which we describe in detail in Section 3, only uses a Named Entity
Recognition (NER) model and is not restricted to a time window at all.
        </p>
        <p>
          Trilling &amp; van Hoof [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ] also construct a dataset by sampling clusters (story chains) covering
the same news event.2 For each article within an event they manually annotate whether it
belongs to the main event, i.e., the event about which the majority of the articles in the cluster
are about. Note that Trilling &amp; van Hoof mention that it is hard to check recall but not precision.
It is quite straightforward to identify falsely positive assigned articles to story chains. On the
other hand, on such vast datasets, it is very dificult to tell if all articles of an event were found.
In our work, however, we examine not only the “false positive” rate but also the “false negative”
rate of our procedure by comparing all articles in pairs across groups in our new dataset of
Business Energy News. Furthermore, we use the validation dataset from Nicholls &amp; Bright to
evaluate our approach on data that was not collected by us.
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. Constructing a Novel News Story Chain Dataset</title>
      <p>As indicated above, we propose to use the co-occurrence of named entities as indicators that two
news articles refer to the same event, i.e., that they form a story chain. Furthermore, as done in
previous works, we use a clustering technique to create potential story chains, using a similarity
measure that is based on the co-occurrence of named entities. Applying these techniques to a
larger collection of news articles ultimately allowed us to create a new dataset, which we use
for our evaluation and which we also share for research purposes.</p>
      <sec id="sec-3-1">
        <title>3.1. Underlying Data</title>
        <p>As a basis for our research, we first created a large corpus of news stories by automatically
harvesting newly published articles from 100 diferent news sources, including, for example,
1This approach thus only allows the calculation of the “false positive” rate.</p>
        <p>2We could not use their dataset for evaluation because it consists of Dutch news articles and our NER model
was trained on English news only.</p>
        <p>Reuters3 and ZAWYA4. Continuing our previous research in this area, we use an existing
processing pipeline and customized web scrapers to retrieve and analyze news from the energy
sector. We thus use “Business Energy News” as an example domain5 and extract the following
data from each article: title, summary, body, date published, and image URL. Between June 6th,
2021 and June 29th, 2021 we collected 2,789 business news articles from the energy sector. From
these 2,789 news articles, we automatically determined 100 articles with the article selection
procedure we describe below in Procedure 1. We used these 100 articles to populate an unlabeled
dataset with potentially many related articles, i.e., we generated all 4,950 pairwise comparisons
and used this file as a template for a subsequent manual labeling step. We have implemented our
data collection approach in Python. The source code and the fully-labeled dataset are available
online.6</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2. Named Entity Recognition Approach</title>
        <p>
          The first step of our processing chain designed to create news story chains from a collection
of articles is to detect the named entities in each of them. In our work, we used the Simple
Transformers Library7 for training a Named Entity Recognition model (NER model). We chose
the pretrained transformer based model RoBERTa [
          <xref ref-type="bibr" rid="ref22">22</xref>
          ] with 12 layers, 768 hidden nodes, 12
heads, and 125M parameters and fine-tuned the model on the English CoNLL-2003 named entity
dataset, which is a collection of news articles from the Reuters Corpus.8 The dataset consists of
a training file, a development file, and a test file. The NER model was fine-tuned on the training
data alone. The development data was used for tuning the parameters of the model. Table 1
shows the final hyperparameters we used for fine-tuning the model.
        </p>
        <p>The CoNLL-dataset contains entity tokens for persons, locations, organizations, and names
of miscellaneous entities (misc) which do not belong to the previous three groups. Since
miscellaneous entities are not suitable for grouping news articles, we have decided to focus
only on persons, locations, and organizations in this work.</p>
        <p>3https://www.reuters.com
4https://www.zawya.com
5Note, however, that our story chain labeling method is not specific to this domain.
6https://github.com/fatih-gedikli/news_story_chains-2021-06
7https://simpletransformers.ai
8Data files can be found on https://www.clips.uantwerpen.be/conll2003/ner/</p>
      </sec>
      <sec id="sec-3-3">
        <title>3.3. Named Entities Shared Measure (NESM)</title>
        <p>
          In our clustering approach described next we use the Named Entities Shared Measure (NESM)
[
          <xref ref-type="bibr" rid="ref23">23</xref>
          ]. This measure explicitly takes into account the number of shared entities between two
articles and the diferent entity types:
        </p>
        <p>NESM(1, 2) =</p>
        <p>∑︁
∈{,,}</p>
        <p>NE(, 1, 2)ℎ</p>
        <p>NE()
(1)</p>
        <p>
          NE(, 1, 2)ℎ is the number of diferent named entities of a given category  shared
by two documents 1 and 2. NE() is the maximum number of diferent named entities
of a given category  shared by two documents. The NESM-similarity of two documents will
range from 0 to the number of entity categories. The range of values is therefore in our case [
          <xref ref-type="bibr" rid="ref3">0,
3</xref>
          ].
        </p>
      </sec>
      <sec id="sec-3-4">
        <title>3.4. Article Selection Procedure</title>
        <p>The goal of the article selection procedure is to create a subset of size  of a larger collection of
articles in a way that we may assume that many elements in the resulting subset are associated
to one story chain. Procedure 1 shows the details of the article selection procedure.</p>
        <p>First, the articles of the input dataset are clustered using the NESM-metric and a similarity
score cutof value of 0.4. We use a simple clustering technique in our approach, which creates
new clusters whenever an article to be clustered is too dissimilar from existing clusters. Thus,
our method does not require a number of clusters to be set in advance.9 If an article to process
is not too dissimilar, the article is added to the cluster that contains the most similar article
found so far. Other clustering techniques from the literature might be applied as well.</p>
        <p>Once the clusters are created, we randomly select a cluster with a given minimum cluster
size and add random articles from the cluster to the result set, until the maximum number of
articles from one cluster is reached or the result set contains  articles. The intuition behind
our approach is that the items within a cluster are related with higher probability leading to a
dataset with many story chains.</p>
        <p>Note that we skip duplicate articles and define an article as a duplicate if there is already a
news article in the result set with an 80% word overlap in the title.10 Furthermore, we excluded
all clusters dealing with stock markets as the articles in these clusters were very similar and
very likely to be generated automatically.</p>
        <p>9See the online material for details; all parameters used in our experiment were empirically chosen.
10Some news sites take the news from other sources and slightly change the original title.</p>
        <p>Procedure 1: Article Selection</p>
        <p>Input: List of news articles
Output: List of n selected news articles
Parameters:  ← 100, sim_metric ← NESM, sim_score_cutof ←
min_cluster_size ← 2, max_articles_from_cluster ←
clusters ← Cluster news articles according to sim_metric and sim_score_cutof
Shufle clusters and their elements
articles ← {}
foreach c ∈ clusters do
if cluster size of c ≥ min_cluster_size then
foreach article ∈ c do
if max_articles_from_cluster not reached and article is not a duplicate then</p>
        <p>Add article to articles
if n articles found then</p>
        <p>return articles
end
end
end
end
end
return articles</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Evaluation</title>
      <p>Remember that the basic assumption in our approach is that every article in a news story chain
shares at least one common named entity with all other articles in that story chain, be it a
person, a location, or an organization. Thus, even when articles might be very similar in other
regards, e.g., in terms of their text embeddings, we consider them to not be part of the same
story chain, even though they might be on the same general topic.</p>
      <p>We evaluate the appropriateness of this assumption using the following general methodology.
We tasked two human judges with a labeling exercise, where the task was to label pairs of news
messages. For each pair, the judges (“coders”) had to report if the two news articles were part of
a story chain or not. One coder (Coder 1) was one of the authors of this work. The other one
(Coder 2) a student who was informed about the concept of a story chain before accomplishing
the task. The student was however not made aware of the background or the goals of the study.
The outcome of these labeling exercises forms the basis for the assessment of our approach. We
provide further details of our evaluation procedure below.</p>
      <sec id="sec-4-1">
        <title>4.1. Datasets</title>
        <p>We used two datasets for our evaluation and Table 2 shows their characteristics. The
characteristics of the two datasets are quite diferent, allowing us to gauge the generalizability of our
ifndings at least to a certain extent.</p>
        <p>The Business Energy News dataset, discussed in the previous section, is very focused and
contains only business news articles from the energy sector scraped from rather unknown but
special news outlets such as ZAWYA, pv magazine, and Chemical Engineering. The dataset
contains 100 articles resulting in 4,950 article pairs of which 88 (1.77%) are related, i.e., they are
part of a story chain according to a human labeler.</p>
        <p>
          The dataset from Nicholls &amp; Bright [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ], in contrast, includes news articles for the public
taken from BBC News, The Mail Online, The Express, The Guardian, and The Mirror. We used
the hand-coded validation data from Nicholls &amp; Bright which was mainly used for the overall
evaluation of their method for identifying news story chains.11 The dataset contains 254 articles
resulting in 32,131 diferent article pairs of which a human has classified 126 (0.39%) as related.
Using this second dataset also helps us to see how our approach works on data that was not
collected by us.
        </p>
      </sec>
      <sec id="sec-4-2">
        <title>4.2. Validation on Business Energy News dataset</title>
        <p>To gauge the usefulness of our approach, we gave the two human judges slightly diferent tasks:
• Coder 1 was working on the assumption that only articles that share at least one named
entity are candidates to be part of a story chain, i.e., “related”. Therefore, the coder was
presented only with the 901 (18.2%) pairs of articles from the dataset where this was the
case. The other 4,950-901=4,094 pairs were automatically considered “unrelated”.
• Coder 2, in contrast, was tasked to label all 4,950 pairs of the dataset as being related or
unrelated.</p>
        <p>This experiment configuration first of all lets us assess how many story chains Coder 1,
who relies that the pairs marked as unrelated by our approach are truly unrelated, would miss.
Remember that we do not assume that all pairs with a shared named entity are definitely part of
a story chain, which is why Coder 1 is tasked to label them. However, the number of candidates
for related articles pairs, which must be examined manually, is much smaller, i.e., only 901 pairs.</p>
        <p>Overall, our method labeled 4,049 of the 4,950 pairs as being unrelated. To determine the
rate of “false negatives” (missed chains) in this set, we compared these 4,049 pairs of articles
with the results of the human evaluator (Coder 2) and found an accuracy of 99.9%. There
was a discrepancy only in three cases that we investigated further. The follow-up analysis
revealed that while the pairs of articles were actually similar, they referred to diferent events
and therefore should have been classified by Coder 2 as unrelated, which corresponds to the
classification that was made by our procedure. Overall, we can conclude that our heuristic
11Data file “story_pairs_validation_august.csv” can be found on http://dx.doi.org/10.5287/bodleian:R5qdeJxYA
based on the co-occurrence of named entities is highly efective in terms of identifying pairs
that are definitely not part of a story chain.</p>
        <p>Next, we examined how many related pairs of news articles were identified by the two coders
within the set of 901 pairs that were considered by our method to be potentially related based
on the co-occurrence of named entities. After analyzing the cases in which the coders disagreed
in more depth—we provide details later in this section—we found that 88 of the 901 pairs (9.76%,
total 1.77%) can be considered being part of a story chain. Comparing this rate of identified story
chains to the one observed for the Nicholls &amp; Bright dataset, where only 0.39% of the articles
were related, indicates that our procedure for creating the research dataset as described in
Section 3 was efective. As a result, our final dataset is much less sparse than the one by Nicholls
&amp; Bright, making it more suitable to design new methods for news story chain detection.12</p>
        <p>
          Let us now take a closer look at coder agreement and disagreement. We first compared the
labeling results of both coders. Overall, our analysis showed that the coders agreed in as many
as 99.4% of the cases, i.e., on 4,923 of 4,950 article pairs, leading to a Krippendorf’s alpha of 0.87
and strong inter-rater reliability [
          <xref ref-type="bibr" rid="ref24">24</xref>
          ]. Table 3 shows the number of article pairs on which both
coders agreed (numbers in bold) or disagreed (non-bold numbers). The numbers in parentheses
represent the number of article pairs that were automatically classified as unrelated by our
procedure used by Coder 1.
        </p>
        <p>
          Overall, there are 27 (= 23 + 4) article pairs where the coders disagreed. First, we looked in
detail at the 4 article pairs which where according to Coder 1 unrelated and Coder 2 related
(upper right corner of the matrix). Note that an error in this corner would be more serious
than an error in the lower left corner because an article pair could be marked as unrelated
automatically by our procedure and Coder 1 would have no chance to examine this news pair.
We have already discussed 3 of the 4 cases above. The last case was labeled by Coder 1 as
unrelated, even though our procedure has detected two shared named entities. Specifically,
12We note that to a certain extent the higher density of story chains in our dataset may also be attributed to the
fact that our news sources focus on a defined domain, that of energy news.
one of the articles was about the G7 Summit, mentioning the Australian Prime Minister, and
the other one about a project launch of a $43 million program aimed at identifying how to
reduce emissions in industry, also in Australia. Since we have defined news chains based on
their relation to the same event, this article pair must therefore be labeled as unrelated, and the
label by Coder 2 is considered a mistake. Note that Nicholls &amp; Bright have identified this error
type as one of the main errors where “the line between related and unrelated articles becomes
somewhat blurry” [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ].
        </p>
        <p>Next we examined in detail the 23 article pairs which where related according to Coder 1 and
unrelated according to Coder 2 (lower left corner of the matrix). A detailed description of the
errors for each article pair can be found in the online appendix.13 Here, we would like to address
one interesting error, which was the cause of 4 misclassifications by Coder 2. Specifically, there
was one overview article which addressed multiple independent news topics at once.14 For this
article, Coder 2 has apparently overlooked the relationship between a sub-story in this article
and other articles that were about the same event. Generally, one can try to avoid such mistakes
by breaking overview articles into atomic news in advance or filtering them out. Because of
the many shared named entities in the multi-topic article, Coder 1 was in this case alerted and
examined the relationship of the article with other articles with increased attention.</p>
        <p>Overall the results are in line with our expectations, i.e., news stories in a story chain share
named entities and focusing on these alone when hand-coding the dataset does not lead to a
loss of precision and may even improve the quality of the resulting data.</p>
      </sec>
      <sec id="sec-4-3">
        <title>4.3. Validation on Nicholls &amp; Bright dataset</title>
        <p>We used the validation dataset of Nicholls &amp; Bright to test our approach on unseen news from
other news outlets and non-business topics. Figure 2 shows that by considering only article
pairs with at least one common shared entity reduces the number of article pairs to be manually
examined to 18.2% for the Business Energy News dataset and 17.9% for the Nicholls &amp; Bright
dataset respectively.</p>
        <p>Next, we examined the proportion of “false negatives”, i.e., the proportion of article pairs
which we would incorrectly flag as unrelated because they do not share any named entities.
There were only three false negative classifications of article pairs in the Nicholls &amp; Bright
dataset. These articles all have in common that they mainly contain video content and only
have a very short textual description. Furthermore, the article texts file provided by Nicholls &amp;
Bright, which contains the extracted texts of the news articles, does not contain any textual
content for these video news. Therefore, no common entities could be identified. If we ignore
the video news, a saving of more than 80% in the manual labeling task can be achieved with no
error at all.</p>
        <p>Finally we compared the relative number of positive examples in both datasets. As expected,
due to our article selection procedure we had 4.5 times more positive examples for story chains
compared to the dataset from Nicholls &amp; Bright.</p>
        <p>13See file “dif_coder1_coder2.txt” in the attachment.</p>
        <p>14https://www.pv-magazine.com/2021/06/22/the-hydrogen-stream-of-grid-hydrogen-power-solution-based
-on-alkaline-fuel-cell-from-israel-first-green-hydrogen-production-in-russia</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>5. Discussion and Conclusion</title>
      <p>News story chain detection plays an increasingly important role in news analytics, recommender
systems, and also in communication sciences in general. One of the main challenges in training
and testing a corresponding model is the quadratic efort in coding the data. Hence, we followed
a data-driven approach in this work to counteract the quadratic efort required to manually
label a news story chain dataset. Our data collection procedure reduces the manual labeling
efort while the quality of the data remains the same. It can even improve the quality of the
data in the labeling process as more time can be invested in the potentially relevant cases.
Another challenge is the small number of story chains in big datasets. We showed that our
article selection procedure can increase the proportion of positive examples.</p>
      <p>
        We tested our approach on a new dataset on business energy news which we ofer for use by
the wider research community.15 The results show that with about 80% less coding efort we
could detect all positive examples for story chains. Even on Nicholls &amp; Bright’s comparative
dataset [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], the coding efort would be reduced by more than 80%. Furthermore, our approach
ensures through a smart article selection procedure that more positive examples for story chains
can be detected in the final dataset.
      </p>
      <p>In our future work we would like to go beyond Named Entity Recognition by using Named
Entity Disambiguation in order to map entity strings to real world entities. This would move us
from an exact entity search to a more flexible semantic search which would also allow synonyms
to be recognized.</p>
      <p>Generally, most research up to this point has focused on improving the accuracy of models
and held the data for training the models fixed. We think that a data-centric or data-driven
approach ofers much more potential and will pave the way for better results in the future.</p>
      <p>15The source code and the fully-labeled dataset are available at https://github.com/fatih-gedikli/news_story_c
hains-2021-06.</p>
    </sec>
    <sec id="sec-6">
      <title>Acknowledgments</title>
      <p>We would like to thank Selin Kartal for supporting us with the manual labeling task as part of
her bachelor thesis.</p>
    </sec>
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