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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Secretaries at Work: Accessing Astrid Lindgren's Stenographed Manuscripts through Expert Crowdsourcing</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Karolina Andersdotter</string-name>
          <email>karolina.andersdotter@abo.fi</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Malin Nauwerck</string-name>
          <email>malin.nauwerck@barnboksinstitutet.se</email>
          <xref ref-type="aff" rid="aff1">1</xref>
          <xref ref-type="aff" rid="aff3">3</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Åbo Akademi University</institution>
          ,
          <addr-line>Tuomiokirkontori 3, FI-20500 Turku</addr-line>
          ,
          <country country="FI">Finland</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>The Swedish Institute for Children's Books</institution>
          ,
          <addr-line>Odensgatan 61, 113 22 Stockholm</addr-line>
          ,
          <country country="SE">Sweden</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Uppsala University Library</institution>
          ,
          <addr-line>Box 510, 751 20 Uppsala</addr-line>
          ,
          <country country="SE">Sweden</country>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>Uppsala University</institution>
          ,
          <addr-line>Box 256, 751 05 Uppsala</addr-line>
          ,
          <country country="SE">Sweden</country>
        </aff>
      </contrib-group>
      <fpage>9</fpage>
      <lpage>22</lpage>
      <abstract>
        <p>The digitisation of cultural heritage collections has made large parts of our digital heritage available online. However, the collections have often been difficult to access in a meaningful way, still requiring item by item handling of digital images of text to decipher manuscripts and printed materials due to e.g. limited OCR (optical character recognition)/HTR (handwritten text recognition) capabilities or insufficient metadata. While these technologies are under rapid development, in some cases they require training data to learn both machine and handwritten texts, and in some cases it just makes more sense to transcribe texts manually. Enter crowdsourcing: a method where a crowd of people is involved to transcribe, describe or otherwise enrich the digital heritage collections with data [1]. However, the labour and cost efficiency of crowdsourcing in a cultural heritage context has been questioned [2] - is the quality of the crowdsourced results worth the investment in launching and running a crowdsourcing project? The Astrid Lindgren Code project [3] explores Swedish author Astrid Lindgren's original manuscripts in Melin shorthand (stenography). Lindgren's stenography has for long been considered “undecipherable” [4, 5] and has therefore never been subjected to study, making manual interpretation the only existing possibility of accessing the material as well as providing training data for future research [6]. Nevertheless, crowdsourcing has proven to be unexpectedly successful in producing transliterations of Lindgren's stenographed notepads. With 170 volunteers signing up for decoding, prolific attempts during the Spring of 2021 have resulted in a full transliteration of the drafts to novel The Brothers Lionheart (1973) in approximately five weeks. This paper presents the method development securing this successful crowdsourcing process, focusing on the importance of joint ownership, planned communication efforts, and community building through online hackathons. The paper also considers how the particularly challenging circumstances of a pandemic year might have contributed to the avid response from a crowd that normally might have lacked the confidence and time to participate. Transliterating stenography is a particular skill, situated in time and associated with the profession of the former secretary. While substantially limiting the recruitable crowd of volunteers, the paper argues that the requiring of expert skill has been central in the success and the methodological development of the project.</p>
      </abstract>
      <kwd-group>
        <kwd>Citizen science</kwd>
        <kwd>expert crowdsourcing</kwd>
        <kwd>hackathons</kwd>
        <kwd>Astrid Lindgren</kwd>
        <kwd>shorthand</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Astrid Lindgren (1907–2002) is a world-famous Swedish author whose writing method was
shorthand. More than 670 shorthand notepads containing all of Lindgren’s literary production are
preserved in the Astrid Lindgren Archives and at The Swedish Institute for Children’s Books. Up
until now, Lindgren's original manuscripts have never been the subject of research, mainly because
“no one has managed to decrypt Lindgren’s stenographic code”, as literary scholar Vivi Edström once
put it [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], and this has become an acknowledged truth in Lindgren reception.1
      </p>
      <p>
        Although true for most people, the indecipherability of Lindgren’s shorthand does not apply to
everyone. The premise for the ongoing digital humanities project The Astrid Lindgren Code (2020–
2022) [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] is that Lindgren’s manuscripts can indeed be read by those with knowledge of the Melin
system of shorthand which Lindgren practised.
      </p>
      <p>
        The mixed methods approach for accessing Lindgren’s shorthand includes HTR experiments,
applied and developed simultaneously with collective transliteration2 through volunteer expert
crowdsourcing [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ].3 At this stage, the primary material mainly consists of 52 digitised notepads
containing drafts and manuscripts to the fantasy novel The Brothers Lionheart (1973).
      </p>
      <p>This paper addresses the process of securing high quality transliteration of Lindgren’s shorthand
notepads through citizen science. Our focus is the recruiting, retaining, and utilising of volunteers
with expert skills and whose demographics (on the group level) is atypical for crowdsourcing in
general.</p>
      <p>Mirroring our iterative work process, the paper is structured the following way: First, we provide
an overview of the material we are studying and its defining characteristics, as well as the underlying
theories and methods we use to approach the subject matter. Second, we describe the four different
phases of the project, which each contain methodological considerations, results, and conclusions that
led us to the following phase. Lastly, we present our conclusions, reflecting on the initial research
questions and main outcomes of the expert crowdsourcing project.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Crowdsourcing as a method in digital humanities</title>
      <p>
        Through the development of the internet, crowdsourcing in a scientific context has become an
increasingly available and popular method for researchers and citizen scientists alike. 4 The method
can “increase the accuracy of computer automated tasks, lower costs, increase the scale of research,
transcend boundaries and borders, produce novel discoveries and increase the speed of research
progression, among other benefits” [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
      </p>
      <p>The method is not perfect – common challenges include recruiting and retaining a crowd, finding a
diverse enough group to avoid skewed end results, maintaining engagement and interest in the
crowdsourcing task over a long time, and completion of a crowdsourced task.5</p>
      <p>
        As with many cases in the information society, technological possibilities can sometimes
overshadow ethical implications. While a research project may be non-commercial, the allocated
1For more about why the manuscripts have not been explored, and Lindgren’s own role in cloaking her shorthand in mystery see M.
Nauwerck, “Storyteller, stenographer, and self-published superstar: how Astrid Lindgren’s multiple roles in book production created the
Lindgren myth”, forthcoming 2022.
2Transliteration is the correct term for the conversion of a text from one script to another which also involves the swapping of letters.
Therefore we use the term transliteration for “transcription” of shorthand.
3Notably, this mixed methods approach is now a built-in feature in the Transkribus platform, and will for example be used in the research
project Gustav’s Hand [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Similar methods have been used in the medical sciences, where expert crowdsourcing is combined with image
recognition software [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ].
4The term crowdsourcing was coined in the Wired magazine in 2006 and is a portmanteau of “outsourcing” and “crowd”. It was initially
presented to utilise web 2.0 (i.e. the participatory or social web) to lower the cost of labour by assigning simple work tasks to a group of
volunteers [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] but in an academic context it has come to be used interchangeably with citizen science and is described as a way to "broaden
the scope and appreciation of humanistic enquiry" [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Citizen science can be defined as “non-professionally trained individuals conducting
science-related activities” [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ].
5Although in some cases completion may be neither desirable nor attainable, e.g. hedgehog observations [
        <xref ref-type="bibr" rid="ref39">39</xref>
        ]. However, crowdsourcing of
cultural heritage collections usually does have an end point since collections contain a specified number of items, and many well-known
heritage crowdsourcing projects are far from a 100% completion rate (e.g. the Transcribe Bentham project [
        <xref ref-type="bibr" rid="ref36">36</xref>
        ], What’s On the Menu? [
        <xref ref-type="bibr" rid="ref37">37</xref>
        ],
Occasional Poetry Catalogue [
        <xref ref-type="bibr" rid="ref38">38</xref>
        ]) even though there are examples of finished or almost finished projects as well (e.g. Anti-Slavery
Manuscripts [
        <xref ref-type="bibr" rid="ref34">34</xref>
        ] and Georgian Papers (91% done as of 2022-02-10) [
        <xref ref-type="bibr" rid="ref35">35</xref>
        ]).
research funds are used to pay researchers and possibly other involved actors, which means
remuneration for work is given to some and not others.
      </p>
      <p>
        The challenges of the hybrid format of paid and non-paid work are thoroughly discussed by Lund
[
        <xref ref-type="bibr" rid="ref9">9</xref>
        ] regarding the Wikipedia project.6 He describes Wikipedia as a good example of how
crowdsourcing in combination with non-profit foundations and open licences creates new ways of
producing use values in society. Osman [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ] highlights collaboration as an important aspect of
engaging with Wikipedia, creating a mutually beneficial relationship between involved entities which
goes beyond co-labouring. In conclusion, what crowdsourcing volunteers are not paid in financial
remuneration can be replaced with other intangible rewards, such as the contribution to something
perceived as important or being part of a collaborative community.
      </p>
      <p>
        Another aspect of the labour in crowdsourcing is whether it yields enough results to be an
affordable method in humanities research. While the workforce is participating on a volunteer basis,
the infrastructure of crowdsourcing projects (e.g. hosting and supporting a crowdsourcing platform,
adding and editing material to the platform, technical and topical support to volunteers) costs money,
time, and engagement. Experiences from the Transcribe Bentham project (a project to transcribe the
manuscripts of the British moral philosopher Jeremy Bentham) suggest that cultural heritage
crowdsourcing projects need an “ambitious and well thought-through project plan at the very
beginning, and ongoing institutional support, commitment, and resources to successfully meet the
crowdsourcing programme’s goals, or it is unlikely that the cost-avoidance or, indeed, any other aims
will be obtained” [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].7
      </p>
      <p>
        The cost of crowdsourcing infrastructure can be measured against the results, such as the amount
of transcribed pages or the accuracy rate of transcribed pages or be compared with alternate solutions
to the crowdsourcing task. For instance, the Transcribe Bentham project staff evaluated the economic
investment by comparing crowdsourcing costs with the potential cost of hiring transcribing staff [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
They also evaluated the outcome of a three-year crowdsourcing effort and noted that while 6,000
transcriptions finished and 70,000 transcriptions to go “does not sound all that impressive”, the
expected trajectory is that all Bentham’s manuscripts could be transcribed within two decades. While
this may sound like a long time to complete the task, they note that it is still “faster than had
Transcribe Bentham never existed” [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ].
2.1.
      </p>
    </sec>
    <sec id="sec-3">
      <title>Expert crowdsourcing</title>
      <p>
        A feature of crowdsourcing is that it invites a crowd to participate in a work process, with or
without previous knowledge. Crowdsourcing projects may direct their recruitment efforts so that their
volunteers have a relevant connection to the project (using the Transcribe Bentham project as an
example, the staff reached out to the academic community and to schools [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ]) and potentially also
specific skills to make the crowdsourcing task easier (e.g. knowledge of the subject matter or
experience in reading/deciphering handwriting).
      </p>
      <p>
        Expert crowdsourcing (or expert sourcing)8 is, just like its hypernym crowdsourcing, used in many
different ways, spanning from analysing documents written by experts [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ], to employing experts
(professionals) instead of a crowd (non-professionals) [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ],9 to compiling individual work efforts in
combination with machine learning [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ].
      </p>
      <p>For the Astrid Lindgren Code project, a tailored crowd was a necessity due to the specific and
nowadays rare knowledge of Melin shorthand. We refer to this method as expert crowdsourcing,
meaning that only people with a specific expertise were invited to be part of the crowd in this
crowdsourcing effort.
2.2.</p>
      <p>Hackathons
6Wikipedia is an openly licensed online encyclopaedia written and edited by volunteers.
7Aside from Transcribe Bentham there are other examples of crowdsourcing of cultural heritage collections which indicate similar
conclusions. However, it is difficult to get a detailed overview and Transcribe Bentham serves as a good benchmark for our case due to the
strong research connection and the publications related to methodology within the project.
8The two expressions seem to be used interchangeably in various contexts, and there seem to be no consensus on how they differ.
9This example favours “expert sourcing” over “expert crowdsourcing”.</p>
      <p>
        The original meaning of hackathon, a portmanteau of ‘hack’ and ‘marathon’, is a collaborative
event for exploratory programming [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]. In this project, hackathon is used to describe a collaborative
event for solving digital crowdsourcing tasks.
      </p>
      <p>The use of the term was derived from previous experimental crowdsourcing events at Uppsala
University Library and was chosen for its connotation to technology to de- dramatise the concept of
data and the digital elements of the event, in the hopes of increasing the digital skills and confidence
among the participants. As this project progressed we noted that another benefit of using the term
hackathon (in lieu of e.g. ‘transcribathon’) is that it is favoured in media storytelling through its
contradictory connotations with the project matter (shorthand vs. writing software code) and
demography (older generation vs. younger generation).</p>
      <p>We chose hackathons as a method because findings from the hackathons at Uppsala University
Library suggested that they would increase the sense of ownership among volunteers (which in turn
creates more engagement and motivation to continue to contribute) and make the process itself better
than if it was pre-defined and static (in terms of workflow efficiency, pedagogical instruction of the
workflow, end result of crowdsourcing, or all of these). However, experimental hackathons had not
been used to fully transcribe a whole corpus of text. Combining a defined research goal with a
crowdsourcing process based on social events and active participation with the process and the task
was a method that had not previously been tested.</p>
    </sec>
    <sec id="sec-4">
      <title>3. The task: transliterating Astrid Lindgren’s shorthand notepads</title>
      <p>
        The Melin system of shorthand was widely used in Sweden during the 20th century. Lindgren
herself learned it as part of her professional secretary training at the Bar-Lock Institute in Stockholm
in 1926–27. Although the skill has become obsolete in Swedish professional life, it is still practised
nationally, for example through Melinska stenografförbundet [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ], a social society with several local
branches in Sweden. This meant that a potential expert crowd of volunteers existed. However, the
primary material of Lindgren’s shorthand notepads still posed several challenges to general models
for transcription-based crowdsourcing projects. The lack of previous attempts to use citizen science or
crowdsourcing for shorthand transliteration10 in combination with the project’s reliance on the
participation of a specific crowd consequently required material-based method development as well as
continuous sensitivity to how the user experience could best be adapted to the demographics and
prerequisites of the volunteers.
      </p>
      <p>The volunteers were subsequently invited to take part in developing this method from the start,
resulting in a more iterative and experimental rather than curated and generalised form of
transliteration based on 1) the specificity of Lindgren’s shorthand notepads; and 2) the user
experience of the volunteers. In addition to what turned out to be a quick process and a high
completion rate, advantages with this approach also include the increased involvement of volunteers
in building the project (favouring a sense of joint-ownership) as well as the opportunity for us to
explore the potential of letting volunteers play a more dynamic part in the process, as co-developers of
methods and tasks.</p>
    </sec>
    <sec id="sec-5">
      <title>3.1. The unlikely volunteer: secretaries as code breakers, grunt workers, and technical pioneers</title>
      <p>
        To a high degree, the volunteers of The Astrid Lindgren Code reflect the medial and historical
context of shorthand in Sweden during the twentieth century. Based on both registration letters and
evaluations, a majority of the volunteers are retired former professionals, born in the 1930s and 40s,
who learned shorthand as part of their professional education, and used it in their careers as
10Since then, the Dickens Code project (2021–2022) [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] has worked with public calls and crowdsourcing to decipher Charles Dickens’
preserved documents written in his own system of “brachiography”. Dickens’ material shares some traits with Lindgren’s but is in
comparison very sparse, putting the individual note, page, or letter at the centre. Based on cryptographic code breaking rather than shared
professional experience/skill set, the crowdsourcing activities of the Dickens Code project also require different kinds of expert volunteers.
However, the parallels in storytelling around both projects are notable, and in both cases seem to have served their purpose in attracting
volunteers.
secretaries, administrators, office workers, or stenography teachers. Whereas some of the younger
volunteers are still working in shorthand related professions, for example as parliamentary secretaries
or journalists, today most of them practise shorthand only as a specialised hobby. The geographical
distribution of the volunteers is evenly spread across Sweden, with an equal representation of rural
and urban areas. Roughly estimated, 90% of the volunteers are women.11
      </p>
      <p>
        On a general level, crowdsourcing activities tend to mainly attract male volunteers, most famously
perhaps in the case of Wikipedia [
        <xref ref-type="bibr" rid="ref19">19</xref>
        ]. A comprehensive study of crowdsourcing projects on the
Zooniverse citizen science platform suggests that scientific culture and favourable socio-economic
conditions also generally benefit participation in citizen science activities, yet more extensive
participation in one country does not mean that volunteers to a higher degree reflect its demographics
[
        <xref ref-type="bibr" rid="ref20">20</xref>
        ]. Whereas there are indications that the gender gap might be closing among younger volunteers,
the age gap remains [
        <xref ref-type="bibr" rid="ref21">21</xref>
        ].
      </p>
      <p>
        As previously mentioned, this is reflected in the discourse around The Astrid Lindgren Code
where Swedish media coverage has acknowledged that terms such as “hacking” and “code breaking”
are generally associate with young men, and that an expert crowd of mostly middle aged and older
women in this sense is unexpected [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ].
      </p>
      <p>The undercurrent of women’s coding and grunt work is however an integral part of 20 th century
history of computing,12 and today it also serves as a pop culture trope reflected in television shows and
films.13 Notably, Lindgren herself worked at the Swedish secret service’s department for letter
censorship from 1940 to 1945, an experience that came to influence her literary work and to some
extent also her deliberate use of shorthand as a ‘secret language’.</p>
      <p>Although the crowdsourcing tasks of The Astrid Lindgren Code are more about interpretation and
puzzle solving than decrypting or code breaking in a literal sense, the close relationship between the
secretarial profession, problem solving, and technical development has likely been integral to securing
participation from an older generation. During the twentieth century, stenography, a technical aid, was
eventually replaced by tape recorders, computers and smart devices in the workplace. Volunteers who
repeatedly have had to adapt to new technology as part of their profession are arguably more likely to
have acquired the necessary digital literacy required for participation.14
3.2.</p>
    </sec>
    <sec id="sec-6">
      <title>Senior citizen science: digital literacy in the time of a pandemic</title>
      <p>
        On a general level, access to the technologies and skills required to participate in online activities
for data creation and sharing has increased during the Covid-19 pandemic. “[T]he crisis has urged
older adults to adopt new technologies to facilitate their tasks, as well as to provide them with an
effective means against loneliness and social isolation caused by the confinement”, as noted by
Martínez-Alcalá [
        <xref ref-type="bibr" rid="ref23">23</xref>
        ]. Although the country never practised hard lockdown during the pandemic,
Sweden’s applied recommendations for social distancing and isolation were especially directed
toward the age group of “70+” who during the first year of the pandemic were encouraged to keep
distance and stay at home. Even if the digital literacy among an older generation is proportionally
high in Sweden and has increased during the pandemic, the prior knowledge among senior citizens
varies to a great extent [
        <xref ref-type="bibr" rid="ref24">24</xref>
        ]. In this case, the digital tools and platforms used in the project were new
to almost all volunteers and required introductory tutorials and technical support.
      </p>
    </sec>
    <sec id="sec-7">
      <title>4. The iterative phases of expert crowdsourcing</title>
      <p>
        11An evaluation was sent out on the project’s mailing list in February 2022 and received 35 responses. These responses primarily reflect
experiences from highly motivated individuals who have stayed on as volunteers throughout the project’s progress, making them a relevant
yet inconclusive material for evaluating all participation in the project.
12The first computers were indeed women, and only later was the name designated to machines. Arguably, the pioneer project of digital
humanities was also carried out by female computers. For further reading on the women of Father Roberto Busa's punch card project, see
Terras [
        <xref ref-type="bibr" rid="ref40">40</xref>
        ], Eveleth [
        <xref ref-type="bibr" rid="ref41">41</xref>
        ], and Nyhan [
        <xref ref-type="bibr" rid="ref42">42</xref>
        ].
13Such as The Bletchley Circle (2012–2014), The Imitation Game (2014), and Hidden Figures (2016).
14Still, the project has along the way lost volunteers who have not been comfortable with the digital platforms and programs used in the
project, resulting in a younger average age within the volunteer group. There is also the group of potential volunteers who we had to decline
at the project’s initial stage as they reached out through relatives, phone, or letter and for whom digital participation was never an option.
      </p>
      <p>In this section we define and describe the phases of our expert crowdsourcing process. Our aim
was to create a social environment around the crowdsourcing task where volunteers could actively
contribute to forming the process. We defined four phases of the expert crowdsourcing process: 1)
finding a crowd, a platform, and a workflow; 2) introducing and engaging the crowd at hackathons; 3)
post-hackathon transliteration and wrap-up; and 4) future development of the project and volunteer
initiatives.
4.1.</p>
    </sec>
    <sec id="sec-8">
      <title>Phase 1: Finding a crowd, a platform, and a workflow</title>
      <p>For the crowdsourcing component of the project, the initial plan was to organise physical
hackathons, but since we began in early 2021, we had to adapt to the conditions stipulated by the
Covid-19 pandemic. The first phase consisted of finding a crowd, deciding on a crowdsourcing
platform and developing workflows for the crowdsourcing process.</p>
    </sec>
    <sec id="sec-9">
      <title>4.1.1. Recruiting the crowd</title>
      <p>
        Recruitment of volunteers started as the project was presented in an in-depth interview in the
Swedish national radio show Vetenskapsradion forskarliv (P1) [
        <xref ref-type="bibr" rid="ref25">25</xref>
        ]. During this presentation we sent
out a call for stenographers who wanted to participate in deciphering Astrid Lindgren’s manuscripts.
The call received an overwhelming response, with more than a hundred stenographers signing up
within three weeks of the radio interview. As The Astrid Lindgren Code has continued to attract
media attention, volunteers have continued to join. Today there are approximately 170 assigned
volunteers in the project, with a more continuously active core of approximately 40 individuals.15
      </p>
      <p>
        Recruiting and retaining a crowd is generally considered a challenge for crowdsourcing projects
(for instance, two-thirds of volunteers on the Zooniverse platform make only one classification and do
not return [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ]), and since we also requested a very specific skill set we were fortunate to receive such
a large response. The volunteers offered several reasons for signing up, from the intellectual, to the
professional, to the emotional. Recurrent themes also mentioned were the high profile of the subject
matter, devotion to the craft of stenography and its survival, ambition to aid research, interest in a
challenge aimed at them particularly, and a curiosity to test if their shorthand knowledge was
sufficient for the task.
      </p>
      <p>
        Notably, the volunteers often mentioned an identification with or admiration for Astrid Lindgren.
It is noteworthy that this type of emotional reward which indicates an importance of personal
connection to the material is not explicitly mentioned in Estellés-Arolas’ suggestion that recompense
from crowdsourcing “would always look to satisfy one or more of the individual needs mentioned in
Maslow’s pyramid: economic reward, social recognition, self-esteem or to develop individual skills”
[
        <xref ref-type="bibr" rid="ref26">26</xref>
        ].
      </p>
    </sec>
    <sec id="sec-10">
      <title>4.1.2. Finding a crowdsourcing platform</title>
      <p>Our technical specifications for the platform were: preferably open source, easy to manage (i.e. not
requiring coding expertise) and easy for volunteers to use. Because of the crowd demographic, we
knew that we needed to put special emphasis on the user experience of the platform.</p>
      <p>
        We decided to try out two crowdsourcing platforms which were both feasible options for us as
facilitators: Zooniverse, which is used for crowdsourcing a wide range of subjects and is hosted online
[
        <xref ref-type="bibr" rid="ref27">27</xref>
        ], and Omeka-S, a collection management software installed on a separate server [
        <xref ref-type="bibr" rid="ref28">28</xref>
        ], with the
Scripto plug-in, a tool for transcribing documents [
        <xref ref-type="bibr" rid="ref29">29</xref>
        ] (henceforth referred to as Omeka).
      </p>
      <p>As facilitators, Zooniverse would have been advantageous because of the online hosting, the
online tutorials for users, and the simple file upload system. Advantages of using Omeka would be the
structure for uploading data (the image/item/item set structure is simpler than the manifests used in
Zooniverse) and the transparency and availability of data storage and export.
15Although the formation of a core group of more active users is a general tendency in crowdsourcing projects, there are indications that
many of the volunteers who originally signed up either found the material too challenging to work with or lost interest for other reasons.</p>
      <p>We convened with the expert group of twelve stenographers on two occasions (on 29 January 2021
to test Zooniverse, and on 19 February 2021 to test Omeka). After the first meeting we sent out a
survey to gather feedback on the platform, on the project’s structure on the platform, on transliteration
instructions, and on the source material itself (the perceived difficulty of reading it, etc.). After the
second meeting we sent out another survey with similar questions, as well as questions about how the
two platforms compared.</p>
      <p>Omeka’s weaknesses were the lack of a Swedish interface and that users had to click a save button
to save the transliteration lest all text be lost (this was especially frustrating when one had accidentally
navigated away from the Omeka page, e.g. by clicking the back/forward arrows).</p>
      <p>In the Zooniverse platform it was difficult to organise the material in a meaningful way as the
interface seems to favour a smaller number of files in one item (i.e. a letter with two to four pages is
more suitable than a notepad with 60 to 100 pages). The stenographers expressed frustration with lack
of context (which is particularly important for shorthand, where interpretation is often based on
context) when we uploaded the manuscripts in sets of three pages that appeared to the volunteers in a
random order. While we think this issue could have been solved in Zooniverse with a bit more
tinkering, it was easier to use Omeka as it already had the hierarchic item organisation that the
volunteers requested.</p>
      <p>To summarise, both platforms had pros and cons but the deciding factor was the volunteers’
preference for Omeka’s presentation of the manuscripts as well as the comprehensive editing
interface, so we used Omeka.</p>
    </sec>
    <sec id="sec-11">
      <title>4.1.3. Creating a workflow</title>
      <p>
        Having decided on a platform, the next step was to ensure that the transliterations were produced
with quality and consistency. Both the stipulations of shorthand transliteration and the future purpose
of the transliterations required particular consideration. Typing up shorthand in a professional context
generally implies both interpretation of intent and the conforming of colloquial and oral elements into
the appropriate written style. Although such a standard would be familiar to the volunteers, it would
eliminate much of what is intriguing about the manuscripts from a literary point of view, such as the
oral aspects of Lindgren’s creative process [
        <xref ref-type="bibr" rid="ref30">30</xref>
        ]. A model for transliteration designed to reflect the
Melin system, for example by mirroring phonetic signs and abbreviations, would however not only be
very time-consuming and complicated for the volunteers to perform, but also generate text too
unwieldy to work with for most purposes. Ultimately, we decided on line-to-line transliteration,
following regular spelling conventions but without any adding of what in shorthand is generally only
implied (such as punctuation). Our main considerations were facilitating transliteration while still
preserving relevant features of shorthand as well as creating feasible transliterations for HTR
development.
      </p>
      <p>
        We decided not to use the inbuilt editing features of Omeka, as these would have required the
volunteers to learn and use a dual set of systems for editing. For HTR purposes, we also needed the
transliterations to be very clear on, for example, the exact placement of additions and deletions, and
the inbuilt editing features of Omeka were not sufficient. Furthermore, using the Omeka features
caused confusion when editing the text, as pressing [B] generated the tags “&lt;b&gt;” and “&lt;/b&gt;” in the
transliteration, a format that many of the volunteers were not familiar with. For similar reasons we
decided not to use the TEI (the Text Encoding Initiative)16 or similar transcription guidelines as the
learning curve would have been too steep. Instead, we created our own convention for transliteration
and presented it in a manual [
        <xref ref-type="bibr" rid="ref31">31</xref>
        ] which was developed and refined in close dialogue with the test
group of volunteers.
4.2.
      </p>
    </sec>
    <sec id="sec-12">
      <title>Phase 2: Introducing and engaging the crowd at hackathons</title>
      <p>16Text Encoding Initiative, https://tei-c.org/.</p>
      <p>With the manuscripts prepared in Omeka, we launched the crowdsourcing platform for the whole
group of stenographers. The transliteration activities were centred around a series of hackathons
where stenographers could ask questions, collaborate on tricky details in the manuscripts, and
continue to develop the workflow. In between the hackathons we communicated through newsletters
to encourage continued transliteration and to share news on the project and new guidelines for the
workflow.</p>
      <p>The inaugural hackathon took place on 7 April 2021, and was followed by five more hackathons
on 23 April, 8 May, 20 May, 3 June, and 19 June. The hackathons were two hours long; the length
was evaluated at the end of the first hackathon where participants agreed that two hours was an
appropriate time and that a longer duration would have been too long to spend in front of a screen. To
include as many stenographers as possible, the hackathons were scheduled on different weekdays and
hours during the day. Participation was around 20–25 people for each hackathon (except the first one
which was attended by around 40 people) and were from a core group of approximately 40
stenographers.</p>
    </sec>
    <sec id="sec-13">
      <title>4.2.1. Digital tools and skills</title>
      <p>The hackathons were held through the Zoom video online conference tool which was a new kind
of software for many participants. Thus, the hackathon participants were confronted with two new
pieces of software: Zoom and Omeka. The digital competency skills varied within the group and so a
part of each hackathon was dedicated to helping people get online in Zoom, find their bearings with
its controls,17 as well as instructing them in the use of Omeka. As the hackathons progressed one-sided
support from us was complemented by peer-to-peer support, especially when we started using
breakout rooms in Zoom.</p>
      <p>Teaching the volunteers how to use the new digital tools was a crucial step in creating an inclusive
crowdsourcing environment. On the one hand, they were sought after experts because of their
shorthand skills, on the other hand, they were beginners in the digital tools we used. In this
environment, self-confidence was mixed (both regarding shorthand skills and digital skills), and it
was important to us to emphasise the volunteers’ expertise to motivate the digital tools learning curve.
Some volunteers decided to drop out of hackathon participation or out of the project as a whole due to
technical difficulties or hardship in understanding the functionalities of Zoom and/or Omeka.</p>
    </sec>
    <sec id="sec-14">
      <title>4.2.2. Co-creative workflows</title>
      <p>The transliteration workflows during and in between hackathons were continuously developed
together with the hackathon participants; the hackathons became a forum for interaction and
renegotiation of currently agreed practices. If volunteers had provided input on the process via e-mail,
this input was discussed during hackathons to get feedback on the issues. Any new guidelines or
recommendations for the project were then communicated through newsletters.</p>
      <p>We tried working in different ways during the hackathons to find a suitable form for transliteration
workflows, for example solitary work while logged on, working in breakout rooms depending on
interest or need (e.g. technical support, coffee break, solving encountered difficulties in the texts), and
working in breakout rooms with specific tasks (group work in solving difficult paragraphs and words
in an assigned set of notepads).</p>
      <p>Some examples of practices that were implemented after the hackathons include: a notepad for
difficult passages where volunteers could ask for help and discuss solutions together (this was
designed to be a forum for discussion for volunteers in between hackathons, as we decided we could
not share personal information such as e-mail addresses with everyone); the manual division of pages
to transliterate so that everyone had a more specific task; a review process where a participant could
ask for a second reading on specific page(s) they had transliterated; and how to sign and save the
transliteration so that it was clear who had transliterated which page.
17E.g. mic on/off, camera on/off, screen sharing, chat function, joining/participating in breakout rooms.</p>
    </sec>
    <sec id="sec-15">
      <title>4.2.3. Communication between hackathons</title>
      <p>With the hackathons as a backbone for the crowdsourcing effort, we filled the gaps in between
with a newsletter to make sure everyone involved got information about changes in the workflow that
had been agreed upon on the hackathons. As mentioned in the previous section, each hackathon had
20–25 participants and the full contact list consisted of 170 people.</p>
      <p>
        Drawing on previous experiences from crowdsourcing projects (e.g. [
        <xref ref-type="bibr" rid="ref11 ref26">11, 26</xref>
        ]) we knew that the
sense of community and involvement was a strong motivational factor for volunteers. Therefore, it
was crucial to communicate regularly with this community so that everyone would be in the loop on
developments and news on the project. By communicating everything from transliteration riddles to
media coverage, and by offering the volunteers space in the newsletter and the social media channels
of the project, we wanted to create a sense of co-ownership. On several occasions we included calls
for volunteers to participate in local and national media outlets that had been in contact with the
project.
      </p>
    </sec>
    <sec id="sec-16">
      <title>4.2.4. When is “done” done? Review and export of transliterations</title>
      <p>When working with difficult texts, it may be hard to know when a transliteration (or transcription)
is done. Words or sentences may be marked as uncertain and require further review by other
stenographers. Deciding on when a transliteration is complete has been an iterative and inconclusive
process. The inconclusiveness is partly due to the different uses/meanings of the “final
transliteration”: 1) export the text to train an HTR algorithm, 2) create a text suitable for a
forthcoming critical edition, and 3) knowing as a volunteer when a page is closed for editing.</p>
      <p>
        Because of these conflicting values we did not end up with a clear definition of when a text is
done. We tried a peer-review system similar to the Library of Congress’ By the People project [
        <xref ref-type="bibr" rid="ref32">32</xref>
        ],
but quickly realised that the different levels of expertise within the crowd led to a very uneven quality
in the end result. Next, we considered peer-review by a selected group of reviewers, drawing from the
pool of superusers within the project. We wrote a draft for a manual for reviewing (in addition to the
manual for transliteration) but ended up not using it. The reviewing process is still not finalised but
will be a part of the upcoming phase of the project when we will start to export transliterations from
Omeka for new purposes.
4.3.
      </p>
    </sec>
    <sec id="sec-17">
      <title>Phase 3: Toward an independent crowd</title>
      <p>After the last hackathon in June, we created a mailing list using Google Groups to allow for direct
connection between volunteers without disclosing their personal data (they had to accept the invite to
the group and were made aware of the visibility of their name and email address if they accepted).
The mailing list was also created with the hope of ensuring that the crowdsourcing could continue
without extensive support from us and instead relying on peer support from the volunteers.</p>
      <p>We invited the volunteers to make use of the digital meeting space (accessible through the same
link as had been used for all hackathons) to arrange their own hackathons. While no such initiatives
were made for the whole group, we know that some of the volunteers met up in smaller groups. These
constellations had formed using breakout rooms in the Spring 2021 hackathons.</p>
      <p>Most volunteers fell back to solitary work. Some expressed (through emails and the mailing list)
that they wanted hackathons to be arranged. We could not meet that need, but the request confirmed
conclusions from other crowdsourcing projects: a crowd requires maintenance to be kept together.
This became even more important when we were running out of material for the task (something we
had not anticipated and therefore not planned for) as the material was an important motivational
factor; we know that the lack of material to transliterate caused volunteers to lose interest in the
project.</p>
    </sec>
    <sec id="sec-18">
      <title>4.3.1. Christmas code cracking: a hybrid hackathon finale</title>
      <p>Because of changes in the Covid-19 pandemic restrictions, we were able to organise a physical
hackathon in Stockholm as a wrap-up for the crowdsourcing part of the project. The hackathon was
arranged as a hybrid event on 8 December 2021, allowing for remote and in-person participation (the
number of physical attendees was limited).</p>
      <p>
        About 70 people participated at the event. In addition to the shorthand expert crowd, we also
invited experts from the Astrid Lindgren Society [
        <xref ref-type="bibr" rid="ref33">33</xref>
        ], thus merging two expert crowds to complete
one task. At this event, the task was to decipher unidentified manuscripts, and the combined expertise
of two expert crowds rendered a positive result.18
      </p>
      <p>The shorthand volunteers expressed joy in participating in the hybrid hackathon, some because of
a hackathon taking place after a long hiatus and some emphasised the pleasure of finally meeting us
and the other volunteers in person.</p>
      <p>For us, it was interesting to arrange a physical event according to what we originally planned in the
research application; the Covid-19 pandemic forced us to explore different methods (which in the end
may have been more successful for the completion rate) and had the benefits of being able to include
volunteers who otherwise would have been restricted from attending due to geographical distances.
By using the hybrid format, we could combine the best aspects of in-person and remote participation.
4.4.</p>
    </sec>
    <sec id="sec-19">
      <title>Phase 4: Future development of the project and volunteer initiatives</title>
      <p>The fourth phase is a look into future potential development of this project and the outcome of
what we have done so far. How can the data best be utilised for HTR development, and how will we
proceed with a genetic/critical edition of The Brothers Lionheart based on the transliterations? Today
more than 600 notepads remain in the Astrid Lindgren Archives and there is a keen interest among
volunteers to continue transliteration. However, the time frame is an issue: how long will it take to
secure funds for continued digitisation and how long will the digitisation process take? Will the
interest in the project decrease if the current momentum is lost?</p>
      <p>Several volunteers report that primarily, new challenges and tasks are needed to motivate them to
continue working with the manuscripts. One solution to all the issues above is to utilise the initiatives
created by the volunteers themselves. So far, these have included: lexicons with Lindgren’s shorthand
images and typed counterparts in standard Melin from the 1960s; independent research in order to
identify unknown texts in the notepads; strategies for recognising when Lindgren has written
shorthand in English or German; and developing pedagogical material for teaching shorthand to
beginners in collaboration with the Melin shorthand society.</p>
      <p>On the one hand, further involvement of the ‘super-users’19 among expert volunteers closes the gap
between ‘citizens’ and ‘science’. On the other there are several ethical aspects to consider when lines
between volunteer and paid researcher/expert start to blur. If certain individuals are lifted from the
crowd of stenographers, what happens to the crowd? Could it potentially have a negative impact on
their motivation? We wonder if this is particularly difficult when using expert crowdsourcing, as the
crowd of experts is already singled out from the crowd. When recognition and praise is our main
compensation to the volunteers, it is a tricky balance to uphold.</p>
    </sec>
    <sec id="sec-20">
      <title>5. Results and conclusions 5.1.</title>
    </sec>
    <sec id="sec-21">
      <title>A sustainable crowdsourcing lifecycle</title>
      <p>
        An important result of this crowdsourcing project is that it was completed. While there are good
examples of finished crowdsourcing projects (e.g. Anti-Slavery Manuscripts [
        <xref ref-type="bibr" rid="ref34">34</xref>
        ], Georgian Papers
(91% done as of 2022-02-10) [
        <xref ref-type="bibr" rid="ref35">35</xref>
        ]), there are also plenty of projects which are in progress and
expected to be so in the foreseeable future (e.g. Transcribe Bentham [
        <xref ref-type="bibr" rid="ref36">36</xref>
        ], What’s On the Menu? [
        <xref ref-type="bibr" rid="ref37">37</xref>
        ],
Occasional Poetry Catalogue [
        <xref ref-type="bibr" rid="ref38">38</xref>
        ]). Because of our unique scope and the special skill set required to
18This event was covered extensively by national media, for example by news agency TT who reported on the findings of the three
unidentified shorthand notepads [
        <xref ref-type="bibr" rid="ref33">33</xref>
        ].
19The most active users in a crowdsourcing project, cf. Terras 2015.
participate in the expert crowdsourcing, we could not predict where our project would fall on this
scale, so we were pleasantly surprised by the level of completion.
      </p>
      <p>
        The Transcribe Bentham project has made an estimation that the four-year period average of 2,704
transcripts a year would result in a completion of the Bentham texts in 2036 [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. If we make a similar
estimation based on our results, all shorthand material in the Astrid Lindgren archives could be
transliterated in less than a year.20 Even if it is difficult to predict if the transliteration speed would be
consistent, even a slightly less optimistic outlook would give a good prognosis timewise. And this is
without considering the potential contributions from HTR.
      </p>
      <p>Two practical outcomes of the completed transliterations so far are that we have a full text corpus
that can be used by the HTR part of the project as well as a full transliteration of shorthand material
related to The Brothers Lionheart which can be used for literary analysis. On a broader scale, the
transliterated data and its contribution to HTR will contribute to the digital humanities field as a
whole, with developed algorithms and training data available as part of larger infrastructures and new
projects.</p>
      <p>A recommendation we would pass on to other cultural heritage crowdsourcing projects is to centre
the crowdsourcing around a limited and well-curated content. This is a bit contradictory to the
workflows of mass digitisation of cultural heritage collections where it is sometimes a better strategy
to digitise larger quantities at a time,21 but it could be beneficial (for crowdsourcing as well as other
public engagement) to break out certain parts of a collection even if the initial result is an
“incomplete” digitised collection. Limiting the content and having a clearly defined and attainable end
point also limits the social and emotional work that goes down into the upkeep of a crowdsourcing
project.
5.2.</p>
    </sec>
    <sec id="sec-22">
      <title>Shortcut to the super-user: benefits of expert crowdsourcing</title>
      <p>Dependence on expert knowledge can actually be an advantage when recruiting, retaining, and
motivating a crowd. The targeting of people for their expertise adds value to the user experience and
enhances the sense of a specialised and exclusive community, both important factors in motivating the
volunteers. From a researcher’s point of view, expert crowdsourcing can be a shortcut to the much
sought-after super-users. Within The Astrid Lindgren Code the initiatives of such invested volunteers
have provided several opportunities for mixed methods development and sub-projects.</p>
      <p>Arguably, the benefits of using experts in crowdsourcing must be balanced against the higher
“costs”, i.e. a higher degree of investment and interaction from the project facilitators. In this sense
expert labour might ‘cost’ more even when it is free.
5.3.</p>
    </sec>
    <sec id="sec-23">
      <title>Covid-19 aftermath: a ray of light in a dreary time</title>
      <p>Except for the hybrid finale, the crowdsourcing process, like many other activities during the
Covid-19 pandemic, has been entirely based on remote participation through online software.</p>
      <p>On the direct question of how the pandemic has influenced their participation in the project,
approximately 50% of the volunteers who responded to our evaluation claim that it did not affect their
participation. The other half primarily report that the pandemic has resulted in more time to do the
work, because of short term permutations or recommendations to stay at home. One respondent
mentioned a general fatigue that drained them of the energy to participate more, whereas others stated
that the crowdsourcing activities have felt like something meaningful to do together with others
despite isolation, or that participating in the project has been a ray of light in a dreary time.</p>
      <p>Although evaluations indicate that the crowdsourcing process would have been successful
regardless of the Covid-19 pandemic, it is likely that the pandemic situation favoured broad
participation in terms of age and geography, both by contributing to improved digital literacy and by
20Based on the rough estimation that 52 notepads (8% of the shorthand material in the Astrid Lindgren archives) were transliterated in five
weeks worth of time.
21To illustrate, in our project the matter of how much and how to digitise the Astrid Lindgren archives was a negotiation with the cultural
heritage institution where the material was deposited.
creating a need for intellectually challenging and/or socially meaningful activities compatible with
remote participation.
5.4.</p>
    </sec>
    <sec id="sec-24">
      <title>Utilising the expertise: co-creation and community building</title>
      <p>We can conclude that the hackathons were a successful model to create and maintain a sense of
community within the crowd. The hackathons received positive feedback from volunteers both during
the spring when they took place and six months after when they were invited to give some general
feedback on the project.</p>
      <p>The volunteers did not seem to reflect on being co-creators of changes in the workflow, but many
of their preferred ways of working are direct results of discussions during and between the
hackathons. For instance, many volunteers noted that they preferred the hackathons when they were
working in smaller groups to solve problems, which was how the last two hackathons were organised.</p>
      <p>While our work focused heavily on including the volunteers in the co-creative process around the
crowdsourcing workflow, an unexpected but thrilling outcome was the amount of co-creative projects
they themselves initiated (see examples under Phase 4). Regardless of whether these projects are a
direct result of our empowerment and co-ownership efforts or of the volunteers’ overall engagement,
they have been supported by an accommodating and inclusive atmosphere that encourages initiative
and values competence.
5.5. Reaching
relationships
the
unlikely
volunteer:
communication
and
personal</p>
      <p>We conclude that the citizen science activities have benefitted largely from the media attention
given to the Astrid Lindgren Code project. Research communication through press releases and social
media as well as continuous interviews have generated public visibility, essential in recruiting
volunteers as well as keeping them. Inviting volunteers to participate in interviews and
acknowledging their work when results from the project were communicated in social and regular
media, have contributed to the overall user-experience and sense of joint ownership.</p>
      <p>This is also the case with the continuous communication between volunteers and researchers
through email, hackathons, social media, and newsletters. A general focus on reliability, accessibility,
inclusion, and appreciation through personal communication has been integral in motivating the
volunteers.</p>
      <p>The rare demographics of the volunteer group, consisting primarily of Swedish senior women, can
possibly shed some new light on how to motivate this target group specifically and why they are often
proportionally absent within general crowdsourcing activities although present in other participatory
cultures.</p>
      <p>A major finding of this study is the importance of a subject or research question which engages the
volunteer on a personal level. Here, the professional background and skill set shared with Lindgren as
well as the author’s impact on the volunteers through her literary fiction have generated an emotional
affinity with the primary material which turned out to be a guarantee for prolific results.</p>
      <p>For many volunteers of crowdsourcing the contribution to science is both a community building
factor and considered a reward in itself. Therefore, it might be less important whether you apply your
knowledge to the classification of ladybirds or counting of hedgehogs. For volunteers of expert
crowdsourcing other motivational factors seem to be at play: Does it matter if you transliterate Pippi
Longstocking or parliamentary protocols? Does it matter if the task is open for general participation or
if participation means being part of an exclusive community? Does it matter if anyone could do the
job, or if it is your specific skills that can solve a problem? This study suggests that it does.
6. References</p>
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