big data and digital transformations in the humanities

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1 Textual Digital Humanities and Social Sciences: Data > Interpretation > Understanding Aberdeen, 21-22 September 2015 Martin Wynne [email protected] IT Services & Oxford e-Research Centre & Faculty of Linguistics, Philology and Phonetics, University of Oxford Director of User Involvement, CLARIN ERIC National Coordinator, CLARIN-UK Big Data and Digital Transformations in the Humanities – are we there yet?

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Textual Digital Humanities and Social Sciences: Data > Interpretation > Understanding

Aberdeen, 21-22 September 2015

Martin Wynne

[email protected]

IT Services & Oxford e-Research Centre &

Faculty of Linguistics, Philology and Phonetics,

University of Oxford

Director of User Involvement, CLARIN ERIC

National Coordinator, CLARIN-UK

Big Data and Digital Transformations in the Humanities – are we there yet?

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Outline of today's talk

● The good news: ● Digital data and software tools make new forms of research possible● The humanities are (were?) good at asking big questions and

changing the world● New infrastructure initiatives are lowering the barriers to getting into

digital research, and making new things possible● The not so good news: with digital resources, sharing, sustaining,

access, ease of use, etc. are all still hard, and research has not yet been thoroughly transformed

● The terrible news: we risk diminishing the relevance of the humanities if we carry on like this

● An optimistic note: there is a way through

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Humanists can change the world

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Although now we expect scientists to do it

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Or engineers...

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The CLARIN Vision

A researcher in Aberdeen, from his desktop computer, can: Sign on with local authentication, and then: search for, find and obtain authorization to use corpora in

Lancaster, Prague, Oxford and Berlin select the precise dataset to work on, and save that selection run semantic analysis tools from Budapest and statistical tools from

Tübingen over the dataset use computational power from the local, national or other

computing centre where necessary obtain advice and support for carrying out all technical and

methodological procedures save the workflow and results of the analysis, and share those

results with collaborators in Paris, Vienna and Zagreb discuss and iteratively adopt and re-run the analyses with

collaborators

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Interoperability and sustainability for digital textual scholarship

Well-known problems with digital resources relating to:• fragmentation of communities, resources, tools;• lack of connections, integration, and interoperability;• sustainability of online services;• lack of deployment of tools as reliable and available services

There is a potential solution in distributed, federated infrastructure services.

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CLARIN in a nutshell

WHO?

● Austria, Bulgaria, Czech Republic, Denmark, Estonia, Germany, Greece, Latvia, Lithuania, Netherlands, Norway, Poland, Portugal, Sweden, UK, Dutch Language Union.

● Croatia, Finland, France, Iceland, Ireland, Italy in negotiations

● Contacts and activities in all other European countries and further afield (links with USA, Brazil, Japan, Georgia...)

● Millions of users can log in to access resources, thanks to the CLARIN Federation

WHEN?

● Preparation: 2008-2011

● Construction: 2011-2015

● Operation: 2013-

● Long-term perspective – no fixed end date

WHO IS USING CLARIN?

Centres, tools and datasets bring users with them – not yet all measured as 'CLARIN users', but we do know:

● Virtual Language Observatory: 700,000 records, 32,000 visits in 2014

● More than 1,500 monthly unique visits to clarin.eu website

● More than 150 research papers published in 2013 mentioning CLARIN, according to recent bibliometric research

WHAT DOES CLARIN DO?

● Provides access to language data

● Makes software available as as services

● Links together repositories

● Links tools and data

● Offers training, advice, support

● Promotes the use of digital text and speech among scholars across the humanities and social sciences

HOW MUCH?

● Preparatory phase c. €4m from FP7 project

● National infrastructure investments of c. €10m in 2014

● More than €1m p.a. paid by members towards central coordination

● Project funding income to CLARIN ERIC and centres

WHAT IS CLARIN?

● European Research Infrastructure Consortium (ERIC) on the European Strategy Forum on Research Infrastructures (ESFRI) roadmap

● Set of national infrastructures

● Network of technical centres, data providers, researchers, developers

● Community of researchers using language resources and tools to do new forms of digital research in the humanities and social sciences

WHY?

● Promote effective use language resources and technologies across the social sciences and humanities

● Overcome the fragmentation of existing language resources and tools

● Help to combine datasets and tools

● Overcome some of the high barriers of entry to digital research

● Help to make valuable resources emerging from research projects available for sharing and reuse

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Assumptions behind research infrastructures

These are some assumptions in e-Science about how infrastructures support research – how well do they apply in the Humanities?• Consensus (and compromise) about funding priorities• Adoption of technical standards• Standards for the representation of knowledge and interpretations

(agreement on concepts and categories!)• Importance of reproducibility and replicability of research• Sharing of generic tools• Curation of tools and data in professional, specialist service centres• Support for software sustainability• Promotion of interoperability of resources and tools• Sharing research outputs• Research leading to an accumulation of knowledge• Increasingly data-driven research

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The first part of the jigsaw –

resource discovery

across multiple

repositories (including Oxford)...

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...and from separate online interfaces to resources...

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...to cross-searching distributed resources...

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...and distributed web service orchestration

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A typical workflow

● lexical starting point (i.e. start by searching for a word or phrase)

• retrieve examples– examine quantitatively (count things)– look for patterns– try to account for meanings and functions– adjust and search parameters and search again

• Compare and contrast, summarise• Construct a hypothesis, investigate further

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What sorts of research can you do with a corpus?

Language is an object of study in its own right, but also the medium of literature, and other forms of text and discourse. So, the study of language can involve:• Insights into real language usage• Insights into history and culture via the writing and debates

of the past• Tracking social attitudes and social change• Identifying interesting areas to explore in the archives in

the textual record

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Big data leads to digital transformations

● Data-driven research into language “What words and structures do I find in this sample of language?”

● Asking new research questions “How did the grammar of everyday English speech and writing change across the twentieth century?”

● Answering old questions in different ways“How much free indirect speech does Jane Austen use in her novels, and how is that different to her contemporaries?”

● Re-examine old questions and statements (which were formulated in the absence of systematic use of data)“Is it true that writers only started to refer to 'the state' in its modern political sense in the early sixteenth century?”

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But...

● How do you read a million books?● How do you reconcile the deep knowledge of texts, and close

reading of them, with broad brush overviews, statistics, digests and trends?

● Do you really want to ask fundamental questions which require evidence from a million books?

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CLARIN: some difficult lessons learned so far

Research infrastructures are a new type of organization – their activities and their existence are potentially confusing and disruptive for existing institutions and practices. This can be seen in various ways:

• Staff retention and career development are problematic• Reaching and working with an enormous number of potential users in many

communities is difficult• CLARIN does not and never will curate a critical mass of data or tools• Mainstream researchers in the humanities and social sciences often don't

know what the new possibilities are, and sometimes don't necessarily want to ask the big questions that are becoming possible

• Moving towards (even provisional, ad hoc) agreements about formats, standards and methods is unwelcome, in domains which are all about the examination and questioning of assumptions and categorizations

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Steering a difficult path

• One extreme: Digital Humanities should be e-Science for the Humanities: data-driven, empirical, evidence-based, practical, based on shared facilities, tools, resources and methods, and all about the grand challenges

• Another extreme: it is in the intrinsic nature of the Humanities that we should constantly question the basic received ideas and categories, and therefore we should not expect to see meaningful patterns in the broad sweeps of big data analysis, and we can't even have shared assumptions and methods

• Can Digital Humanities steer a route in between?

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In Defence of the Enlightenment

"[There is] a monolithic conception of social space, according to which it would suffice to have the right information to make the right decisions. But in point of fact, information itself is far from homogenous and no purely quantitative approach is satisfying. Having ever greater amounts of information at our fingertips not only does not make us more virtuous, as Rousseau already predicted, but it does not even make us more knowledgeable."

[Tzvetan Todorov, In Defence of the Enlightenment, 2009]

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The simple challenge then...

“The challenge for CLARIN is to create an ecosystem in which better hermeneutically-informed software can be created and deployed. This would enable the sharing of resources with provisional, ad hoc, but agreed categories for representing our analyses and interpretations. Criticism and scholarship relating to the nature of the interpretations implicit in these annotations would not come to a halt, but achieving agreements such as these would remove barriers to the creation of large-scale shared digital facilities.

We need to follow the sciences in deciding priorities, adopting standards, reducing complexity and variety, but only as pragmatic measures to promote shared facilities and infrastructures. At the same time, we need to avoid the promotion of an excessively data-driven, empirical and scientistic view of the humanities, and continue to defend the traditions of qualitative research in the humanities, and pursue the humanities for their own sake.”

(Wynne, 2013)

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Read more

CLARIN website: http://www.clarin.eu/

'CLARIN for beginners'

'Using large text collections for research'

'Text Encoding, text collections and the potential to transform the Humanities'

'Silos or Fishtanks?'

http://blogs.it.ox.ac.uk/martinw/

'The Role of CLARIN in Digital Transformations in the Humanities'

Martin Wynne

International Journal of Humanities and Arts Computing 7.1-2 (2013): 89–104

DOI: 10.3366/ijhac.2013.0083

Edinburgh University Press 2013