Abstract
Despite significant investments in the development of digital humanities tools, the use of these tools has remained a fringe element in humanities scholarship. Through an open-ended survey and virtual panel discussion, our study outlines the experience of historians using various digital tools. The results of the study reveal the variety of users interested in digital tools as well as their enthusiasm, reactions, and frustrations, including the expectations and confusion that has created barriers to tool use and to the wider adoption of new research methodologies. We suggest that an emphasis on cultivating a broader audience must be a concern not only for tool builders but also for funders to account adequately for the time and expense of quality interfaces and documentation.
Introduction and overview
Despite significant investment in digital humanities tool development, most
tools have remained a fringe element in humanities scholarship. As the 2005
Summit on Digital Tools at the University of Virginia found, "only about six percent of humanist scholars go beyond general
purpose information technology and use digital resources and more complex
digital tools in their scholarship"
[
Summit 2006]. Although this percentage is probably higher now, it
is still far lower than most digital humanists would prefer. Such low adoption
has led to some questions about how much adoption is a priority for tool
builders, such as how much effort tool builders put into getting their tools
used by practicing scholars [
Bradley 2008]. More recently, another
study indicated that only about half of tool developers considered the number of
users that adopted a tool as an indicator of a success, only about a third ran
usability studies, and a disappointing 14% conducted surveys about the tool [
Schreibman and Hanlon 2010].
Lack of adoption has remained a difficult problem to solve, partly because it has
been unclear how scholars expect tools to behave, how they want to interact with
different kinds of tools, and how they perceive their present and future
utility. Funding from the National Endowment for the Humanities has allowed the
Roy Rosenzweig Center for History and New Media to extend and formalize some of
its ongoing dialog with users about the general usability of a handful of
research tools for digital history, especially for text-mining and
visualization — two of the more active areas of inquiry and tool development in
recent years.
Through an open-ended survey and a virtual panel discussion, our interested but
skeptical audience provided their take on the usability of digital tools and
resources targeted at historians. The results of the survey and panel discussion
reveal the variety of users interested in digital tools and their expectations,
as well as the typical confusion that perhaps has created barriers to tool use
and to wider adoption of new research methodologies. Although our results are
neither comprehensive nor definitive, we hope that the comments and attitudes of
the users will help tool builders produce more effective and more widely used
tools for humanities research. We recognize that history is a diverse field, and
that comments from comparatively few cannot possibly represent the views of all
historians. Nevertheless, we think our results help elucidate the needs and
expectations of a broad scholarly audience.
We provide more details about the survey and panel discussion in the following
sections, but a quick overview here will highlight some of the most important
findings. Our survey revealed that most respondents use technology to speed up
existing research practices — a result that has serious consequences for tool
builders who are trying to encourage new research methodologies. Builders must
be acutely aware that tool users have not necessarily made any commitment to
neither the tool nor the methodology, but are merely exploring research
possibilities. At least in our survey, when the utility or payoff was not clear,
our users tended to get frustrated and abandon the tool. With this in mind,
digital humanists should refrain from complaining about the limited acceptance
of their methodologies when the tools that are meant to promote them remain
inaccessible to a more general humanities audience.
Our panel discussion echoed what others have written prescriptively about tool
building, and, unfortunately, suggested that the digital humanities community
has not made substantial progress on these fronts. In 2003, when John Unsworth
called for digital humanists to better "demonstrate the
usefulness of all the stuff we have digitized," the number of available
tools was far fewer"
[
Unsworth 2003]. But even with more and better tools today, tool
builders need to ensure that exactly what their tools offer is crystal clear.
Our survey also reiterated the need for "community building
and marketing functions" as "few projects do the necessary branding,
marketing, and dissemination" required for substantial adoption"
[
Cohen et al 2009]. The voices of our respondents nicely complement the
advice delivered in a relatively recent CLIR report directed toward digital
humanities centers [
Zorich 2008]. Because many more tools are
being produced outside of DH centers, and the user base has broadened even
further, getting the expectations and complaints of users in their own words
perhaps will help to provide a clearer path forward for tool builders.
Not long ago, Christine Borgman argued that "until analytical
tools and services are more sophisticated, robust, transparent, and easy to
use for the motivated humanities researcher, it will be difficult to attract
a broad base of interest within the humanities community"
[
Borgman 2009]. Our results suggest that tools do not need to be
more sophisticated (because this increases skepticism and decreases the
possibility of a modular approach to building and using simple, intuitive
tools), but that ease of use and transparency are far more important. Overall,
our respondents were frustrated by a number of their expectations going
unfulfilled, namely intuitive interfaces, clear documentation, real-world
examples, and help with understanding how a given tool interfaces with data. But
it is perhaps best not to think in terms of ease of use and transparency as
features of a tool, but rather in terms of how tool builders attempt to engage
and develop a relationship with tool users. Building on the sentiments of one of
our respondents, we have organized our remarks below around the principle that
tool builders must consider themselves as entering into a social contract with
tool users. We highlight below what we consider the key features of this
contract.
Taken as a whole, the tenor of the responses suggests that digital humanities
tool development projects ought to increase the scope of their imagined
audience. Tool interfaces must help more "traditional"
historians feel more comfortable with new ways of visualizing, analyzing, and
thinking about sources and about data. Furthermore, the envisioned audience
should not only be those trying to use the tool, but those trying to understand
what it can do and why it matters. Even scholars who are disinclined to use such
tools themselves ought to be able to understand what it is that other people are
doing with them and how their sophisticated use might well constitute valuable
scholarship in itself.
Survey of existing practices
We first developed a survey that allowed a diverse group of historians to voice
their interests, concerns, and views about digital research methodologies. We
published the survey openly online, and invited participation through the
popular History News Network and through direct solicitations of graduate
history departments. Our 213 respondents (mostly from North America and Western
Europe) were about equally split between graduate students and professors at
various stages of their careers. These historians shared roughly 500-word
reactions and thoughts about their experiences using digital tools in their
research. Our aim was to provide a space for historians to present their own
ideas, not simply an opportunity to agree or disagree with our ideas, or to
simply select from predetermined choices as per a formal survey. In other words,
this was a qualitative rather than a quantitative survey. As such, we asked our
participants to answer a set of six open-ended questions about how they used
existing tools and resources, and the extent to which these tools and resources
met their needs. Below we summarize the most common sentiments relating to how
these historians viewed their own tool use.
Technology is used principally to speed up traditional research
methodologies. When asked to "give examples of
how digital resources and tools are allowing you to do research (and to
learn things) that you couldn’t have done ten or twenty years ago"
our historians gave two primary responses. First, they focused on ease of access
and the way in which various databases allow them to more quickly access things
they would have otherwise walked to the library for. As one user reported,
"I start with Google to get sense of what might be out
on the web and then I go to specific resources that I know of such as the
IMB, WorldCat, etc." Second, they reported that they use Google and
Google Books to track down unusual terms and unique quotations. Much like
Patrick Leary described in his 2005 article, "Googling the
Victorians," these historians use Google search and Google Books as a
means to find references to obscure people and events [
Leary 2005]. One typical response: "If I type a person's name or
event (especially obscure ones) into Google books, I can find works outside
of my major field that make reference to them."
Extensive use of Google and JSTOR suggest that resources should be visible
with high- level searches. When asked "which
online or digital resources have you used in your scholarly research and
writing," almost all resources mentioned are repositories of either
primary or secondary source material. Google services were mentioned a total of
100 times by 70 participants, and JSTOR was mentioned 99 times by 98
participants. 72 participants made reference to "library" or "libraries" sites, 20 of
which were references to the Library of Congress Online Catalog. For comparison:
25 participants mentioned ProQuest, 23 mentioned ARTstor, and 19 mentioned
Wikipedia. One of the key reasons individuals gave for using these specific
sites was their ease of use; individuals reported feeling lost on many other
sites that did not offer an intuitive interface. Users reported that they were
generally unwilling to dig deep into sites to find information. In short, the
lesson here is that information needs to be visible with high-level
searches.
Respondents preferred quantity to quality with digitized primary and
secondary sources. Those surveyed expressed overwhelming gratitude
for the availability of online primary and secondary source material. In
contrast to other disciplines like philology or textual criticism, where exact
transcription is crucial, historians frequently preferred resources that offer
large quantities of materials with even a crude full-text component. This
sentiment likely reflects their primary use of technology, namely that finding
references and information is a much higher priority than using tools to analyze
primary sources (which generally requires greater textual fidelity). At the same
time, the respondents were concerned about gated access to resources and the
quality of the resources that are freely available online. Respondents referred
several times to the adage "you get what you pay for"
in reference to the quality of non-copyrighted materials that are often used to
create full-text resources. This was in reference to the fact that many easily
available texts are late nineteenth- or early twentieth-century editions or
translations that have been superseded by more recent scholarship. But because
these older ones are now in the public domain, they can be scanned and ingested
into large repositories like the Internet Archive.
Knowledge of digital tools for historical analysis has not become very
widespread. While our respondents were excited about repositories of
primary source materials online, they made little comment about a need for, or
interest in, any specific tools to help make use of these archives in novel
ways. With the exception of a few mentions of Zotero (11) and Endnote (5), there
was no mention of third-party tools, or of methodologies involving text or data
analysis and visualization. Nor was there significant mention of any emergent
technologies, like projects and standards that leverage the semantic web for
information discovery. This might suggest that there is little general interest
in such tools and technologies, but as our panel discussion (as described below)
suggests, the average historian might be considerably more interested in using
digital tools for research than has been recognized.
Overall, the results confirm what one may have expected: the uses of
digital tools among our respondents are of the most general
kind: Google searches and the use of digitized primary and secondary sources. On
one level, then, many historians use tools for little more than speeding up
their existing practices. However, the emerging practice of using Google
searches to find obscure terms in obscure texts from other disciplines suggests
that even basic search technology is expanding, even if only slightly, standard
historical methodologies. As these historians try out searches for terms in the
corpus of books Google has digitized they are integrating this digital corpus
into the hermeneutic process of testing ideas, theorizing about the past, and
even conceptualizing a new kind of historical archive.
Panel discussion
To explore more deeply scholars' perspectives on the potential value of specific
tools, we convened a smaller panel from the survey participants by emailing all
those who responded to the survey and asking for more involved participation
over a longer period of time. Over the course of four months the self-selected
panel discussed seven different specific digital tools at
nexthistory.org, generating 130
comments about the utility and usability of the tools. All questions were posed
to the entire panel. Even though the number of panel participants does not
constitute an especially large sample size and cannot possibly represent all
historians, the comments they produced were remarkably consistent and revealing.
We think that the concerns they expressed are broadly relevant for tool building
in the digital humanities, especially history. Our criteria for what might be
counted as a "tool" were broad, and it could be
argued some of the "tools" that our panel evaluated
aren't best called tools at all (in some cases perhaps a platform, or a
particular visualization, for example), but we decided to include a variety of
freely available web services that could potentially help historians manipulate
and understand historical texts or data. We thought that a broad definition of
tool would yield the most robust feedback that could speak to the variety of
tools now being produced rather than to a narrow subset of them. Comments from
the respondents add some specificity to some previous surveys, such as a CLIR
report on digital tools, which employed an even larger definition of "tool" and focused on accessibility [
Shilton 2009].
We chose to solicit comments on tools that we thought together represented a wide
range of design, functionality, sophistication, and that showed promise of
applicability to a variety of fields within history and across other
disciplines. Each of these tools has indubitably advanced both practice and
theory in the digital humanities, and any criticism of individual tools and
projects (both here and from the panel discussion itself) should not detract
from the important contributions these tools have and will continue to make to
the field. Without such tools already in place, it would be impossible to have a
practical discussion of ways to make tools even better and more widely used. Nor
is this to say that these tools have been judged more important than others that
were not discussed. However, we do not believe that having chosen more or other
tools would have solicited substantially different feedback.
A number of the tools focused on visualization. Many respondents mentioned that
the ways in which they were prompted to think about visualizing their data was
quite useful to them in ways that they did not expect. "Thinking through what I might do and how I might present it," wrote
one respondent, "...has helped to sharpen my analysis of my
research and find areas where I need to or would like to know more."
Another panelist, thinking even more broadly, "...could
imagine a visualization that might alter some of the standard
narratives." On the other hand, panelists also revealed how striking
visualizations are not necessarily inspiring to those who would prefer to
continue thinking in terms of texts. Regarding the
Favoured Traces visualization that
shows how
On the Origin of Species changed from one
edition to the next, one commenter lamented a distancing from the real text:
"I guess I do not see how it would work. The information
is shown as flashing lights, rather than the actual text and I did not see
anything that looked like page numbers." Such a sentiment serves as a
reminder that users may expect to see traditional devices like page numbers,
even with online texts or visualizations for which they are not entirely
appropriate. Interface designs conscious of such users will help more "traditional" historians feel more comfortable with new
ways of visualizing, analyzing, and thinking about sources.
As some of the above quotations suggest, the tools that had the most positive
feedback were the ones that easily allowed historians to develop quick views of
their data from multiple perspectives — especially if the tools demonstrated
potential to help historians navigate the overwhelming amounts of material that
they had accumulated. Users wanted to explore and play with ideas quickly. In
fact, they commented on how they much preferred "easy access"
tools to those that created (or tried to create) a polished visualization. One
of the more popular, if simple, examples was
Wordle, a tool that helps visualize
word frequency within a given text with a stylish word cloud. One user commented
that the ease of use made him want to explore more about how he could use
linguistic analysis in his historical research: "If I had
done this at the beginning of my research of these texts, it might have
inspired me to take my analysis in a different direction." Especially
for their ability to generate quick views of data, respondents were enthused
about the teaching potential of the tools for giving quick impressions of texts
in the classroom. This sentiment signals that the classroom may be an excellent
place to encourage use of some of the more straightforward tools, even if in a
limited capacity. With familiarity and comfort, a user might well begin to push
the tool a bit harder for their own research purposes.
Beyond the benefits of quick visualization, however, users found more to dislike
than to like about the tools overall. This appears less a result of the
tools per se than of the substantial gap between what the user expected the tool
to do (though this generally came from the tool documentation — more on this
later) and what the user could get it to do. Comments suggest that our
non-technical users either could not generally appreciate what several of the
more complex tools were designed to do, or were unable to recognize their
potential value in historical research. They complained that much of the
documentation was written in a highly technical fashion, and was virtually
unintelligible to them. Many panelists struggled with
SEASR (The Software Environment for the
Advancement of Scholarly Research), which provides a range of text analysis
tools in a virtual environment. Although the website has some helpful videos and
other well- written descriptions, the overall documentation was considered to be
far too technical. One panelist remarked that using the site "felt as if I was testing for a foreign language test without
enough study." In many cases, individuals had little ability to
imagine what any of the individual tools might be truly useful for. One of the
most commonly expressed sentiments was a variation of the statement expressed
most succinctly by one panelist: "I think it will be useful,
but I’m not sure how yet."
In order to help bridge the expectation gap, one panelist cogently suggested that
tool builders ought to think about their work as establishing a social contract
between them and the user. For a user to even consider using a tool, the tool's
website needs to establish that the time devoted to deploying it will generate
results that warrant the investment. One user wrote, "So I
think that the continued creation of these tools is really important, and
think that they need to be explained, with some real-world examples, so that
we can have a better sense whether the tool can do what we want." In
short, users wanted the theoretical benefits spelled out in plain language
irrespective of discipline. Panelists both implicitly and explicitly suggested
that tool builders might pitch their tools in slightly different ways. They
might, for example, focus more on the immediate research convenience that the
tool provides. As one user commented, "I am skeptical that
it would reveal 'hidden information' — but if it
convinced me that I could save time — and that it was reliable and worked
across different languages — then I’d be all ears." Perhaps this is to
say that the language used to educate users about the tool needs to be different
than the language used to secure funding for a project. Grant language tends to
emphasize innovation and revolutionary benefits over more modest quotidian uses.
But it's the everyday uses that new users are more likely to find immediately
helpful to their own research. Although less impressive-sounding, a more
realistic description of the benefits and limitations could encourage wider
adoption of tools, especially considering that most users will not be prepared
to make sophisticated and revolutionary use of the tool right away.
Perhaps growing out of the confusion about the possible research utility of a
given tool, another common complaint was that the tools were not really doing
history, in the sense of creating meaning from data. In response to tools that
performed some kind of linguistic analysis, many users questioned how much data
analysis can tell us about content and meaning. In reference to SEASR, for
example, one panelist complained that "whereas it may help
determine frequency or clustering, it doesn’t tell me how or why. As I have
indicated with other mining tools, this kind of tool can only take me so
far, then I must consult other sources and methods to know how and why
something happened in the past." Similarly, there seemed to
be confusion about what the Favoured Traces website was meant to do or show. One
panelist felt compelled to point out that "it is really
better suited to directing you to portions to study more closely than it is
as a tool to actually do the studying." Such direction, of course, is
one of the main goals of the visualization. Similarly, there was also concern
that the use of these tools strayed too far beyond the fundamental purpose of
the humanities: "I could do with less jargon and more about
how to use it. I am suspicious of the flow charts, perhaps that’s just me,
but I thought the humanities are about matters that resist
measure-and-manage control."
Needless to say, these important epistemological concerns are neither new nor
exclusive to the digital humanities. What is worth noting, however, is that
users generally identified perceived shortcomings of textual analysis or
visualizations as problems with an individual tool, not with the methodology
itself. On one hand, their comments may be an inadvertent conflation of a tool
and the research methodology it facilitates. On the other hand, they may suggest
that our non-technical users have a fundamental misunderstanding of what
technology is truly capable of in terms of historical work. Perhaps they were
led to believe that the tools were capable of much more than they are — and
probably more than even the tools' creators would claim. For example, one
respondent asked if
Mark Davies's Time
Magazine corpus (and the interface to it) constitutes "a successful interpretive tool in itself or only a step along
the way to understanding and interpretation." Not many tool builders
would likely claim that a visually attractive word frequency diagram could
possibly be considered a valuable interpretation in its own right. They must,
however, be aware of this mindset. Addressing it directly will help users
understand not only what the tools can actually do, but also what profitable
applications of the tool might be in the course of their research.
Social contracts between tool builder and tool user often center around using
data in new ways, and it was the "if you can get it to
work" clause of the contract that left so many users frustrated. The
difficulties surrounding data standardization became very apparent. When asked
to evaluate a
Shaping the West project from the
Stanford Spatial History Project that produces a
dynamic visualization of board members of U.S. railroad companies from
1872-1894, several respondents complained that they wanted to see
their own data represented in a similar fashion. However, they didn’t ask about
or comment on the level of difficulty to do that (which would be rather
substantial). When presented with
Many
Eyes, an online tool from IBM that allows standardized data to be
uploaded and viewed in a variety of formats (though nothing as visually dynamic
as
Shaping the West), users complained that they
couldn’t get the data to display as they wished. Users were unclear about how to
standardize the data in a useful way, even when they knew it needed to be
done.
The visible problems with conceptualizing and manipulating data encountered by
our users illustrates the difficult partnership between technologist and
scholar, and underscores the need for tools to help promote data literacy. Tool
builders must provide clear — but not overly simplistic — sample use cases that
illustrate the necessary preparatory steps for using data with a tool. These
tutorials must be in addition to tutorials on using the tool itself after data
has been properly prepared. Many Eyes, for
example, largely assumes that one can and will figure out how to format the data
to get the desired representation. For the kinds of researchers who built the
tool (and perhaps its intended audience), it may be obvious how data must be
formatted, or intuitive to figure out. For our historians, however, such tools
were perceived as little more than a black box. Inability to represent the data
in different ways was thought to be the fault of an uncooperative interface
rather than a problem with how the data was uploaded. It seems that providing
more education about manipulating data is essential to improve adoption of tools
that depend on carefully formatted data. Recognizing that everyone has
idiosyncratic work habits, we do not suggest that everyone must organize data in
the same way. Rather, we hope that tools will begin to play a more active role
in educating users about the data formats most useful to the tool, and also in
providing examples of the most common transpositional steps required to
interface data with the tool.
Even if users were able to create visualizations, they were often unclear about
what to do with the tool output. One respondent lamented that "most of these [tools] just produced fairly pretty looking or
complicated displays that I couldn’t really figure out how to use. The
things that I am looking for are ways to take structured data, that I might
gather about events, organizations, people, etc. and create interactive
maps, or visualizations of the links between people." This is
obviously easier said than done. But this also suggests that because interaction
is crucial, the user-interface cannot be thrown together after the fact.
Furthermore, both the interface and documentation must err on the side of
obvious rather than clever. For example, several visitors to Favoured Traces commented that they found it utterly
useless because you could not see the text itself, but only a representation of
it. In fact, simply hovering over the "visual text"
reveals the actual text, and not much more work by the user can deliver a file
of the entire edition.
Lessons from respondents
So much for the major criticisms from our panelists. With the goal of making
tools more easily adopted by the average historian, we have tried to distill the
suggestions from our users into a comparatively small set of considerations for
tool builders. These might be considered the key features of the contract
between tool builder and tool user. Most are not groundbreaking suggestions, but
they underscore the real needs of interested users — needs that have not been
adequately met. And as stated earlier, digital humanists should refrain from
complaining about the limited acceptance of their methodologies when the tools
and techniques that they have developed remain opaque or even unintelligible to
an interested, general humanities audience.
Tools have generally neglected the typical humanities user in their design
and documentation. Builders of digital humanities tools, especially
those that deal with technically more sophisticated techniques, like text mining
and visualization, could considerably increase their tools' visibility and speed
of adoption with more attention to their user interface and clear instructions
with example use cases. The intended audience of most tools, to the extent that
a discernable one presents itself, seems to be technically sophisticated users
who are already sold on the value and utility of the tool and who are willing to
play around with the tool to get a sense of its possibilities. But as our
panelists' interests suggest, the potential audience is far larger. The
philosophy of "Don't Make Me Think" comes to mind as
the kind of usability experiences the participants expected [
Krug 2005]. Scholars approach scholarly software as software first
and scholarship second. Any intellectual nuance that might be useful to the
visitor must come after having met their expectations for web and software
design. That means simply and clearly indicating what the tool is, how one uses
it, and making it as easy as possible for one to get started and to see some
initial results, even if only approximate, from the tool. While it is important
to minimize the black-box problem by explaining how the tool works, it is
equally important that such explanations don't crowd out a more basic
explanation for new users.
Provide concrete examples and explain the methodological value.
Documentation needs to be non-technical in two ways. First, and most obviously,
it must explain the basics of how to operate the tool, and it would be extremely
helpful to provide examples about using the tool itself — that is, to present
specific examples of analysis across several disciplines. The cost outlay to
create such content is not negligible, but the benefit would be
disproportionately high. As one participant noted, "I think
that the continued creation of these tools is really important, and think
that they need to be explained, with some real-world examples, so that we
can have a better sense whether the tool can do what we want." This
also suggests that users might benefit from some explanation about the tool that
could help them do things that they didn't know they wanted to do. The second,
and perhaps more crucial aspect of the documentation, will explain in general
terms how the methodology of the tool can be useful. This would provide
important motivation for the curious scholar who has come across the tool (or
has been directed to it) but remains skeptical of the value of a new
methodology. Documentation should explain, with examples, how the research
methodology that the tool embraces can be useful and appeal to users across a
variety of disciplines. Especially if tool builders typically see their role as
making a methodology more accessible to scholars, they should include some
justification and explanation of the methodology in their documentation. Even if
methodological diffusion is not the principal goal of the project, explicit
attention to it will only further the larger mission and adoption of the
tool.
Be clear about the limitations of the tool and set reasonable
expectations. Though it may appear obvious to the technically
sophisticated humanist tool producer, tool introductions need to be clear that
the tools themselves neither function as substitutes for historical research nor
attempt to produce historical knowledge. It cannot be overemphasized to the new
user that the tools simply facilitate historical research by revealing trends or
themes that might have otherwise gone unnoticed, and that to interpret what such
trends or themes might mean remains the work of the historian. For the time
being, then, tool builders might tone down the rhetoric about the interpretive
power of the tools and how they can revolutionize research. Similarly, they
should be encouraging users to think more deeply about the way tools create
different views of, and interactions with, information which can then be
interpreted and used as a means for developing and exploring historical
arguments. Certainly, technically sophisticated users will have a better
understanding of how a tool works, and will use the tools in more complex ways
to facilitate their own analysis. But this should not be the only audience that
developers try to engage with.
Allocate more resources to user interface development. The user
interface for many digital projects often seems developed as an afterthought,
thrown together after completing the core functionality. However, a truly good
user interface requires significant investment in design and development that
needs to be integrated into the project timeline and budget. It needs to be
flexible to accommodate expanding tool features. Scholarly software designers
should more consider the research on user-centered design approaches (e.g. [
Brown 2006]; [
Garrett 2002]) and theories associated
with user experience. Development should also include extensive testing. The
bugs and crashes frustrated many panelists. Though some instability is
unavoidable with prototype tools, scholars were almost resentful that they had
invested time in a tool that was wasted out because of a critical failure, which
in turn lessened the likelihood they will return to the tool even after
stability is improved.
No tool is an island; tools must support combinatorial approaches to
data. As digital tools become more easily accessible and more primary
sources become available online, data standardization becomes even more crucial.
To this end, tool builders might collaborate with data repositories and other
tools to encourage compatibility between different formatting standards. This is
not to say that all humanists and repositories must adhere to the same standards
or data formats. No single approach can possibly accommodate the myriad kinds of
resources and institutions that are making data available. But there is a
willing audience at hand, and some explicit training about data
standardization — especially since it's not exactly widespread in typical
humanities training — could offer a tremendous boost to tool adoption. Our
panelists were excited and inspired by the visualizations of Shaping the West; their technological uncertainty
hardly deterred them from attempting new visualizations with Many Eyes. However, data roadblocks were fatal. For
the former, users found that substituting their own standardized data was
impossible; for the latter, users found it too difficult to standardize their
data in an appropriate way. Similarly, tools need to be as interoperable as
possible, especially in terms of how they can import and export data. "People already have databases," lamented one
participant, "...it would be nice to have easy ways of
accessing the data." The larger sentiment was not just about access,
but also about sharing the data between tools.
Conclusions: broader goals for digital humanities tools
The participants in our survey and our panel discussion showed a great deal of
enthusiasm for digital research tools and eagerness to engage with them.
Although their interest is demonstrable, unfortunately so is the insufficient
usability of many digital humanities tools. As our panelists indicated,
concerns about the extent to which digital humanities tool developers consider
what humanities scholars actually want to accomplish [
Warwick 2004] remain strong.
From explicit statements alone, it appears that our scholars are about equally
divided as to whether widespread adoption of digital tools should happen in their
field of history. Perhaps this reflects optimist and pessimist points of view
about technological change generally. But what resonates most strongly from our
panel discussion is that virtually all of the participants reported at some
point a glimmer of hope with respect to how digital tools might help them to
research in new ways and re-conceptualize their work. Yet their frustrations
over steep (or insurmountable) learning curves considerably dampened their
hopes. At the same time, our panelists made clear that, if interesting results
could be produced in a short time, they would be inspired to use the tools even
more. Perhaps such rough and ready use should be a more explicit aim of digital
humanities tool development. With the first wave of digital humanities tools
having produced excellent experimental and prototypical work, the fundamental
barrier to wider adoption of digital tools seems to lie now in quality
interfaces, accessible documentation, and expectations management.
Many tools now seem to downplay the importance of the user interface and
documentation with the implicit rationale that people who are really interested
in using the tool will figure out how to make the tool relevant to their own
work. Our survey and discussion shows that this is often not the case. There are
plenty of interested, curious, and technically capable humanities researchers
that have little time and patience for trial and error with new methodologies
when they are uncertain of their value. However, they remain receptive to the
possibilities offered by the tools. When considering a user sympathetic to the
promise of digital history tools, some leading by the nose is not only helpful,
but also necessary. An appropriate social contract is not just about writing
functional code, but also about creating an experience that helps mediate a
potentially uneasy relationship between data (regardless of representation) and
researcher.
Furthermore, though often seemingly outside the scope of a tool-building project,
tools should not only document their functionality, but also should explicitly
encourage scholars to approach their work in new ways. And in the midst of
embracing new kinds of methodological challenges and cutting-edge tool
development, tool designers must not forget the importance of a simple and clear
user interface. It must not only make it easy to use the tool in productive
ways, but also explain what the tool is for, provide examples of how it can be
used, and give non-technical details about how it works in order to minimize the
skepticism of black-box analysis. Such ease of use will hopefully bring
increased integration of technology in humanities instruction, especially in
terms of research methodologies and awareness of the importance of data
standardization so that humanists are better able to communicate with
archivists, librarians, and technologists who tirelessly facilitate data
exchange (whether analog or digital).
Taken as a whole, the tenor of the responses suggests that digital humanities
tool development projects ought to increase the scope of their imagined
audience. The audience for early tools was, and in some ways needed to be, other
technically sophisticated humanists. But the potential audience has broadened
considerably. Put another way, tool builders might consider both their tools and
their target audience as more transitory than revolutionary. Keeping the
cautiously optimistic user in mind would encourage a wider user base and
facilitate the traction of digital humanities methodologies. Traditional
humanists are willing to venture down the digital path, but they need to feel
comfortable along the way.
Taken as a whole, the tenor of the responses suggests that digital humanities
tool development projects ought to increase the scope of their imagined
audience. The audience for early tools was, and in some ways needed to be, other
technically sophisticated humanists. But the potential audience has broadened
considerably. Put another way, tool builders might consider both their tools and
their target audience as more transitory than revolutionary. Keeping the
cautiously optimistic user in mind would encourage a wider user base and
facilitate the traction of digital humanities methodologies. Traditional
humanists are willing to venture down the digital path, but they need to feel
comfortable along the way.
An emphasis on cultivating a broader audience and new relationships with them
must be a concern not only for tool builders, but also for funders of such
tools, who must ensure that tools adequately account for the time and expense of
quality interfaces and documentation. Prioritizing a wider audience can help
further adoption of tools in general, and thus further the acceptance of their
use and development as comprising legitimate scholarly work. Even scholars who
are disinclined to use such tools themselves ought to be able to understand what
it is that other people are doing with them and how their sophisticated use
might constitute valuable scholarship in itself.
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