2014 Alves, Digital - Methods - and - Tools - For - Historical - Research
2014 Alves, Digital - Methods - and - Tools - For - Historical - Research
2014 Alves, Digital - Methods - and - Tools - For - Historical - Research
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Daniel Alves
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DANIEL ALVES
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Daniel Alves
1. introduction1
The articles presented in this special edition are the result of a deeper analysis of
ideas and discussions which arose during a seminar on digital methods and tools
organized as part of the activities of the research group on digital humanities of
the Institute of Contemporary History at Universidade Nova de Lisboa2 . Via a
panel of researchers in the areas of humanities and technology with a highly
relevant connection to history, the purpose both of these articles and of the
seminar which brought them about was to highlight and discuss in what measure
diverse methodological approaches centered on the use of digital technology
could contribute to improve analytical and interpretative capabilities available to
historians.
The object of this introductory text is to discuss the impact of the application
of digital technology on the production and dissemination of historical
knowledge, beginning with a brief presentation of some analyses on the subject
undertaken since the beginning of the 1990s and highlighting some challenges
that historians seem to be facing as a result of the technological evolution of
the past decades. Through this approach, I’m also looking at contributing to an
integrated reading of the articles published here.
Joining together a group of texts which discuss methodologies and digital
tools applied to researching the past is obviously not original.3 However, the
articles presented here seek, on the one hand, to renew the discussion about the
interaction between history and information technology at a moment in which
the latter provides new tools and methodologies at an ever-increasing velocity,
especially those dealing with large amounts of text, spatial analysis, visualization
technology, and benefitting from the so-called social web. On the other hand,
these articles constitute an attempt to bring digital history closer to a more vast
academic community, typically skeptical towards the validity of the use of digital
tools and methodologies or not inclined to use them due to the difficulties in
understanding their functions and utility or for lack of capacity to spend the time
needed to learn these tools and methodologies.
Taking these aspects into account, in the majority of these articles we sought
a concrete assessment of historical questions or historical perspectives. Using
these problems and perspectives as a base and highlighting the role of a digital
approach within them, we could then discuss how far this very approach could go
to help resolve those questions or lead to exploring new points of view. The aim
here is to go beyond a simple list of digital tools,4 and, wherever possible, avoid
perspectives overly reliant on technology as well as on excessively technological
vocabulary whose specialized language is quite often off-putting to the more
skeptical or to those less familiar with the digital world.
The target audience of this set of articles falls between digital enthusiasts
and digital skeptics, seeking to contribute to the strengthening of a bridge
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between the two types of researchers, teachers, and students that respectively
represent – even today and despite the recurring promises of revolution – the
minority and the majority of the academic world. The point here is not to
convince the majority one more time of the supposed marvels of the digital
revolution, but to resort to concrete examples of research and discussion of
results, increasing the flow on this bridge that still divides historians from
information technology. With this statement I wish to make clear, however, that
this flow will bring more advantages than disadvantages to building historical
knowledge.
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of visualizing data, their connections, hierarchies, and networks that today are
central to many research projects in the field of digital humanities.14 In 2008 it
was Academia.edu’s turn to bring the concept of social network into the realm
of academic investigation and dissemination. It’s worthy of note that as late as
2005 Twitter had not yet come into existence. Nowadays it is used, amongst
other things, for so-called ‘unconferences’ and paved the way for the flow of
information that lead up to the so-called Arab Spring.15 Twitter was characterized
in 2010 by the Library of Congress as having an ‘extraordinary potential for
research into our contemporary way of life.’16
Given this and more (the list is far from exhaustive), it would be safe to say
that if history and historians didn’t embark upon a supposed epistemological
revolution, it’s clear that they would not be immune to these changes.17
Relational databases or Geographic Information Systems (GIS), software
considered revolutionary when applied to history two decades ago, are nowadays
quite common work tools for a lot of historians, albeit often used in an indirect
manner and with the help of computer technicians. Perhaps the current trend
for these two tools would be to try and find systems or methodologies that
would allow to better deal with the narrative aspect of history.18 At the same
time, this attention to textual sources (which are the main sources for historians
and other humanities researchers) results as well from the big undertakings of
digitization and from the democratization of the Web which puts ever more texts
at the disposal of databases and GIS and their capacity to extract and analyze,
allowing historians to posit new problems to sources which hardly could have
entered into the equation before.
This has turned back the spotlight on the text in the relationship between
history and digital technology, in what we could call a textual turn in the field
of digital history (following the fashion for turns which has become popular
in epistemological discussions since the 1970s). Some projects’ concern with
the publishing of sources has been to publish highly structured, annotated,
and searchable editions which enable them to be shared in the future in an
interoperable, reusable manner that would presumably be compatible with the
technological evolution.
At the same time, the evolution of digital technology has facilitated the
relatively successful integration of new collaborative methodologies amongst
researchers, as well as amongst themselves and a wider community, as in
crowdsourcing. And it has facilitated management and data sharing via cloud
services such as Zotero or DropBox, for instance. Furthermore, the growing
critical approach to texts and the use of international standards (such as TEI)
in text preparation and dissemination can be considered an attempt to overcome
the problems connected with the durability and usability of digital sources in the
future. At the core, these efforts demonstrate a concern for the preservation of
the cultural heritage that, increasingly, is to be found in digital format.
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from Marquilhas and Hendrickx, Causer and Terras, and Rehbein. At the same
time, Bradley’s and Silveira’s articles reflect on the problems posed by the
unstructured condition of this type of source, and occasionally by the uncertain
and fuzzy character of historical information in the application of tools based,
as a norm, on binary logic, and frequently conceived to deal with structured
and precise data. For decades, this has been one of the major challenges facing
the dissemination of databases and GIS, for instance, in history and in other
humanities subjects.
The intrinsic interdisciplinary nature of digital research methods is an aspect
that also clearly emerges from all of the texts: databases arose in computer
science; GIS was developed in engineering and landscape architecture before
being picked up by geography; text encoding and procedures for normalizing
spelling grew from linguistic and literary studies; and the link with computer
science emerges as well in the context of web archiving. Interdisciplinary
encouragement is an important result of the application of digital methods to
history, but poses a major challenge to the historians’ training as it requires them
to be prepared to enter into dialogue with people from other areas and to engage
in teamwork. This aspect is pointed out or is implicit in the research projects
described in almost all articles.
The impact of the Internet on the field of history is also reflected in some texts.
Silveira focuses especially on web GIS, on its ability to combine time and space,
to transmit a sense of place, and to superimpose past and current events. He
also underscores the ability of this type of web site to engage users. This latter
feature is central to the article by Causer and Terras, whose project relies on the
development of the collaborative Internet. The Web and the preservation of the
historical memory is the very subject of the contribution by Gomes and Costa.
Visualization has recently become an area of great development within the
larger context of digital humanities. The need for new ways to represent spatial-
temporal information is increasingly felt, as shown by Silveira. Its ability to
represent networks of knowledge is exemplified by Rehbein.
Although not an explicitly discussed factor, it’s possible to glean from some
articles the potential that digital technology possesses to develop a facet which
preserves and values cultural heritage, whether this heritage was born in the
digital format or converted from the analog. This seems evident in the example
of Web archives and publishing of critical editions of historical sources that arise
from the contributions of Gomes and Costa, Marquilhas and Hendrickx, Causer
and Terras and Rehbein.
Finally, the various projects mentioned in the articles implicitly confirm the
efficiency of digital means to process large amounts of data, but also to try and
focus attention on the fact that their application is, often, generally associated
with expensive projects requiring extensive human resources with diverse skills
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and adequate funding, and this is one of the challenges of the interaction
between history and information technology that should always be taken into
consideration in the planning of research work.
4. conclusion
The different perspectives on how digital technology fits into the historian’s
work which were approached during the seminar in Lisbon and compiled in
the articles presented here contain, in my point of view, a significant potential
to improve the connections between history and the digital world. The apparent
textual turn within the interconnection between history and the digital world
over the past decade or so can greatly contribute for this, I believe, taking into
account that just a few years ago the lack of flexibility of the available digital
tools enabled only the effective utilization and analysis of quantitative sources
or sources easily transformed into a quantitative format, and almost always
highly structured. This textual focus of the digital tools and methods is enabling
new ways of exploring old sources, and the formulation of different questions,
difficult to think of and/or resolve in a efficient way in a recent past: be it the
discovery of inter-textual relationships hidden in tens of thousands of letters
between writers of past centuries, that can give us a deeper insight about their
social and intellectual networks; or the possibility of searching for changes in
the concepts and perceptions about poverty and inequality, for instance, through
the exploration of millions of books in digital format spanning three centuries.27
This capabilities and the fact that all articles in this special issue called attention
to or were exclusively dedicated to text sources seems to be a positive omen
for a reduction of the gap between the majority of academia and the recourse
to digital technology in historical research, based both on the textual nature of
the historical narrative as well as on the textual nature of the vast majority of its
sources.
end notes
1
In the course of events that lead to publishing these articles, I should thank all that contributed
to the results, the positive ones of course, as any others are solely my responsibility. I thank
the attentive and participative public that attended the seminar in Lisbon; all the colleagues
who presented their work and ideas there, even if they’ve not been able to accompany the rest
of this process; the authors of the works presented here for having accepted the challenge and
having had the patience for my e-mails; Paul Ell and David Bodenhamer for having responded
warmly to the idea of this publication; and to Luís Silveira for his encouragement from the
initial draft all the way to the seminar.
2
D. Alves, Digital Methods and Tools for Historical Research, http://digital-methods-and-tools-
for-history.blogspot.pt/, last accessed 30 July 2013.
3
See, for example, M. Greengrass and L. Hughes, eds., The Virtual Representation of the Past
(Surrey, 2008); J. Genet and A. Zorzi, eds., Les historiens et l’informatique: Un métier à
10
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réinventer (Roma, 2011); F. Clavert and S. Noiret, eds., L’histoire contemporaine a l’ere
numerique. Contemporary History in the Digital Age (Bruxelles, 2013).
4
For that purpose there are currently some sites that fulfill the role effectively. See, for ins-
tance, ‘ToolCenter’, 2006, http://echo.gmu.edu/toolcenter-wiki/index.php?title=Main_Page;
‘Bamboo DiRT’, http://dirt.projectbamboo.org/, last accessed 30 July 2013.
5
R. J. Morris, ‘History and Computing: Expansion and Achievements’, Social Science
Computer Review 9, 2 (July 1, 1991), 215–230. Cited here at 215.
6
G. Himmelfarb, ‘A Neo-Luddite Reflects on the Internet’, The Chronicle of Higher Education,
November 1, 1996, http://chronicle.com/article/A-Neo-Luddite-Reflects-on-the/74797/.
7
E. L. Ayers, ‘The Pasts and Futures of Digital History’, 1999, http://www.vcdh.virginia.
edu/PastsFutures.html.
8
D. Cohen and R. Rosenzweig, Digital History: a Guide to Gathering, Preserving, and
Presenting the Past on the Web (Philadelphia, 2005), http://chnm.gmu.edu/digitalhistory/,
Introduction.
9
Morris, ‘History and Computing’, 216; Ayers, ‘The Pasts and Futures of Digital History’;
Cohen and Rosenzweig, Digital History, Introduction.
10
R. Rosenzweig, ‘Scarcity or Abundance? Preserving the Past in a Digital Era’, The American
Historical Review 108, 3 (June 1, 2003), 735–762; L. Roland and D. Bawden, ‘The Future
of History: Investigating the Preservation of Information in the Digital Age’, Library &
Information History 28, 3 (2012), 220–236.
11
S. Noiret, ‘Y a t-il une Histoire Numérique 2.0?’, in Genet and Zorzi, eds., Les historiens et
l’informatique, 235–288.
12
Just a few examples of how this tools have been used. E. Barker, ‘Taking a GAP
Year’, Google Ancient Places, October 13, 2010, http://googleancientplaces.wordpress.
com/2010/10/13/taking-a-gap-year/; F. W. Gibbs and D. Cohen, ‘A Conversation with Data:
Prospecting Victorian Words and Ideas’, Victorian Studies 54, 1 (2011), 69–77; D. Alves
and A. I. Queiroz, ‘Studying Urban Space and Literary Representations Using GIS: Lisbon,
Portugal, 1852–2009’, Social Science History 37, 4 (2013), 457–481.
13
‘TEI: History’, TEI: Text Encoding Initiative, 2007, http://www.tei-c.org/About/history.xml.
14
Again, as an example, see ‘Spatial History Project’, Spatial History Project, http://www.
stanford.edu/group/spatialhistory/, last accessed 30 July 2013. Visualization is also one of the
working groups of the Network for Digital Methods in the Arts and Humanities – NeDiMAH,
network funded by the ESF. ‘Workgroups’, Network for Digital Methods in the Arts and
Humanities, 2011, http://www.nedimah.eu/workgroups.
15
C. Ross, et. al., ‘Enabled Backchannel: Conference Twitter Use by Digital Humanists’,
Journal of Documentation 67, 2 (August 3, 2011), 214–237; G. Lotan, et. al., ‘The Revolutions
Were Tweeted: Information Flows During the 2011 Tunisian and Egyptian Revolutions’,
International Journal of Communication 5 (2011), 1375–1405.
16
M. Raymond, ‘Twitter Archive to Library of Congress – News Releases (Library of
Congress)’, Library of Congress, April 15, 2010, http://www.loc.gov/today/pr/2010/10-
081.html. The impact of web 2.0 in research has been highlighted for some years now. See,
among other possible examples, S. Gallini and S. Noiret, ‘La historia digital en la era del
Web 2.0. Introducción al dossier Historia digital’, Historia Crítica 43 (January 2011), 16–37;
G. Roncaglia, ‘Web 2.0 and the Future of Research. New Tools for Research Networks’, in
Clavert and Noiret, eds., L’histoire contemporaine a l’ere numerique, 43–56.
17
F. Heimburger and É. Ruiz, ‘Has the Historian’s Craft Gone Digital? Some Observations
from France’, Diacronie. Studi di Storia Contemporanea 10, 2 (2012), 18, http://www.
studistorici.com/2012/06/29/heimburger-ruiz_numero_10/.
18
See, for instance, J. Bradley, ‘Texts into Databases: The Evolving Field of New-
style Prosopography’, Literary and Linguistic Computing 20 (January 1, 2005): 3–24;
11
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Daniel Alves
D. Bodenhamer, J. Corrigan and T. Harris, eds., The Spatial Humanities: GIS and the Future
of Humanities Scholarship (Bloomington, 2010).
19
A. Rigney, ‘When the Monograph is no Longer the Medium: Historical Narrative in the Online
Age’, History and Theory 49, 4 (December 2010), 100–117. Cited here at 100–104.
20
Rigney, ‘When the Monograph is no Longer the Medium’, 105.
21
D. Cooper and I. Gregory, ‘Mapping the English Lake District: A Literary GIS’, Transactions
of the Institute of British Geographers 36, 1 (2011), 89–108; I. Gregory and A. Hardie, ‘Visual
GISting: Bringing Together Corpus Linguistics and Geographical Information Systems’,
Literary and Linguistic Computing 26 (May 2011), 297–314.
22
Barker, ‘Taking a GAP Year’.
23
Alves and Queiroz, ‘Studying Urban Space and Literary Representations Using GIS’.
24
‘Water, Road & Rail’, List of Projects: European Science Foundation, http://www.esf.org/
coordinating - research / eurocores / completed - programmes / inventing - europe / projects / list -
of-projects.html, last accessed 30 July 2013. For some of the results of the project see
J. Martí-Henneberg, ‘Geographical Information Systems and the Study of History’, Journal of
Interdisciplinary History 42, 1 (July 20, 2011), 1–13.
25
For an example of this type of inquiry, in the broader field of digital humanities, see
J. Nyhan and O. Duke-Williams, ‘Joint and Multi-authored Publication Patterns in the Digital
Humanities’, Arche Logos, http://archelogos.hypotheses.org/103, last accessed 30 July 2013.
26
Cohen and Rosenzweig, Digital History, Introduction.
27
D. Chang, Y. Ge and S. Song, ‘Visualizing the Republic of Letters: An Interactive
Visualization Tool for Exploring Spatial History and the Enlightenment’, 2009,
http://www.shiweisong.com/files/rpl.pdf, last accessed 30 July 2013; M. Ravallion, ‘The Two
Poverty Enlightenments: Historical Insights from Digitized Books Spanning Three Centuries’,
Poverty & Public Policy 3, 2 (January 28, 2011), 167–212.
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