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The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
1
The East Asian Studies
Macroscope:
Infrastructure for Collaborative Scholarship
across Corpora and Institutions
Peter Broadwell
Academic Projects Developer
UCLA Digital Library
broadwell@library.ucla.edu
@PeterBroadwell
EASM | 東亞研究 宏觀鏡 | ヒュー:マ | 인문학 매크로스콥
Prof. Tim Tangherlini Prof. Jack Chen
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
2
Timothy R. Tangherlini, “The Folklore Macroscope: Challenges for a Computational Folkloristics,”
The 34th Archer Taylor Memorial Lecture, Western Folklore 72, no. 1 (2013): 7-27.
An integrated suite of digital tools and
interfaces that allows researchers to model
the complexity of cultural phenomena,
moving between close reading, distant
reading, and all levels in between.
Vision for a humanities macroscope:
micro-scale meso-scale macro-scale
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
3
Key features of a distributed humanities
macroscope infrastructure
Facilitates secure use of restricted-access collections
• Sensitive data can remain on its home server
• Access to data is via secure protocols
• Support for server-side processing: if necessary, only
summaries and/or results are exported from corpus servers
Researchers can run analyses across multiple
collections hosted at different participating institutions
• This enables novel types of research that cannot be done
on locally downloaded data, or even on the host’s servers
• Multi-corpus stylometry, topic modeling
• Cross-corpus network analysis, geo-coding, etc.
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
4
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
The macroscope research environment
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
5
Features of a macroscope research portal
1. Users and group accounts
• Users may choose with whom to share materials
2. Corpus access management
• Authenticates access to external or local data sets
3. Analytical tools and workflow development
• Researchers may run existing tools, or create their own
4. Visualization and sharing of research results
• Scholars can present, view, and comment on findings
• Analytical results can be made available for download
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
6
Features of a macroscope research portal
1. Users and group accounts
• Users may choose with whom to share materials
Example: Liferay user portal (www.liferay.com)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
7
User and group accounts
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
8
Features of a macroscope research portal
2. Corpus access management
• Authenticates access to external or local data sets
Example: Alveo corpus selection interface (http://alveo.edu.au/)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
9
Corpus access policies
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
10
Features of a macroscope research portal
3. Analytical tools and workflow development
• Researchers may run existing tools, or create their own
Example: Network creation and analysis workflow in Knime (https://www.knime.org/)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
11
Tools and workflow development
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
custom
workflows
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
12
Features of a macroscope research portal
4. Visualization and sharing of research results
• Scholars can present, view, and comment on findings
• Analytical results can be made available for download
Example: Network
analysis results
visualized in multiple
offline tools: Knime,
Visone, Cytoscape,
Gephi
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
13
Sharing of research results
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
14
An example: Communication & empire(s) –
全唐詩 and Heian 漢詩
Special thanks:
Tomoko Bialock
Japanese Studies Librarian
UCLA LibraryImage sources: Wikimedia Commons
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
15
The Hentaigana mobile app
Funded by the Tadashi Yanai Initiative for Globalizing Japanese Humanities
Supported by the UCLA Library
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
16
Hentaigana, classical Japanese, and digital scholarship
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
17
Image analysis of thumbnails from IIIF manifest
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
18
Topics in Genji monogatari (ca. 1020)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
19
Topics in Genji monogatari (ca. 1020)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
20
Advanced n-gram viewers
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
21
t-SNE dimensionality reduction
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
22
“Confusion matrix” of original vs. naïve Bayes poem genre classifications
Mimno,
Broadwell,
Tangherlini.
2014. “The
Telltale Hat:
LDA and
Classification
Problems in a
Large
Folklore
Corpus.” DH
2014,
Lausanne,
Switzerland.
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
23
“Confusion matrix” of original vs. naïve Bayes poem genre classifications
Mimno,
Broadwell,
Tangherlini.
2014. “The
Telltale Hat:
LDA and
Classification
Problems in a
Large
Folklore
Corpus.” DH
2014,
Lausanne,
Switzerland.
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
24
Heian/Kamakura kanshi collections
• Kaifūsō 懐風藻 – 751 (116 poems)
• Ryōunshū 凌雲集 – 814 (91 poems)
• Bunka shūreishū 文華秀麗集 – 818 (140 poems)
• Keikokushū 経国集 – 827 (213 poems)
• Toshi bunshū 都氏文集 – 879, poems probably by 都良香 (71 poems)
• Den-shikashū 田氏家集 – 891 (written or collected by 島田忠臣) (217 poems)
• Kanke bunzō 菅家文草 – ca. 900; 468 poems by 菅原 道眞, rest Buddhist texts
• Zenshūsai-taku shi-awase 善秀才宅詩合 – 963, from poetry contest (12)
• Fusōshū 扶桑集 – 995-999 (100 poems)
• Honchō reisō 本朝麗藻 – 1010 (153 poems)
• Gōrihōshū 江吏部集 – 1011 (135 poems)
• Wakan rōeishū 和漢朗詠集 – 1013 (225 poems)
• Jishin shi-awase 侍臣詩合 – 1051, from a courtiers’ poetry contest (8 poems)
• Hosshōji Kanpaku goshū 法性寺關白御集 – by 藤原 忠通 (1097-1164) (102)
• Honchō mudaisi 本朝無題詩 – 1162-64 (658 poems)
• Tenjō shi-awase 殿上詩合 – from a palace competition, year unknown (40)
• Sukezane Nagakane ryōkyō hyakuban shi-awase 資實長兼百番詩合 –
Sukezane and Nagakane Lords’ 100 poem contests, year unknown (200)
• Poems about Genji monogatari 賦光源氏物語詩 – 1291 (55 poems)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
25
Heian/Kamakura 漢詩 collections
3,004 total poems
Historical source: Gunsho Ruijū
(群書類従), published 1894-1912
Partially digitized in Waseda University’s
Kanshi Database, the Internet Archive (?)
Major source: an
enthusiast’s site
http://miko.org/
~uraki/kuon/furu/
furu_index1.htm
Internet Archive
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
26
The organization of the 全唐詩
• poems are organized according to categories (i.e.,
imperial authorship, “Music Bureau” poetry, insult
poetry)
• bulk of the poems belong to individual authors,
organized historically (別集)
• authors may be excluded from historical organization
based on certain traits (women, Buddhists, Daoists,
ghosts)
• later fascicles are dominated by a kind of
miscellaneous quality
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
27
全唐詩 table of contents
1-9 Emperors, empresses, and imperial members
10-16 Ritual and ceremonial poems
17-29 “Music Bureau” poetry (樂府詩)
30-731 Individual Tang poets
732-733 Dynastic villains and rebels
734-766 Individual Five Dynasties poets
767-784 Poets with partial biographical information
785-787 Poems without authorial attribution
788-794 Linked verse poems (聯句)
795 Incomplete poems and lines by poets not listed above
796 Incomplete poems and lines without authorial attribution
797-805 Poems by women authors
806-851 Poems by Buddhist figures
852-859 Poems by Daoist figures
860-862 Poems by male immortals (仙)
863 Poems by female immortals (女仙)
864 Poems by divinities (神)
865-866 Poems by ghosts (鬼)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
28
全唐詩 table of contents, continued
867 Poems by weirds (怪)
868 Dream poems (夢)
869-872 Jest and insult poems (諧謔)
873 Poems inscribed on walls (提語) and judgments (判)
874 Songs (歌) sung by local communities or groups
875 Prophetic verse (讖記)
876 Sayings in verse form (語)
877 Orally transmitted enigmatic verse (諺謎)
878 Orally transmitted ditties (謠)
879 Drinking songs (酒令)
880 Divination songs (占辭)
881 The Mengqiu 蒙求 by Li Han 李瀚
882-888 Poems left out of previous sections
889-900 Song-lyrics (詞)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
29
http://etkspace.scandinavian.ucla.edu/~broadwell/poem_clusters.html
Macro-scale: clustering by shared n-grams
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
30
The900卷ofthe全唐詩+18volumesof平安時代の漢詩
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
31
The900卷ofthe全唐詩+18volumesof平安時代の漢詩
18 kanshi
collections
Individual poets
given fairly
contiguous 卷
ranges in the
全唐詩, in roughly
chronological
order (別集)
卷 424-462
白居易 Bai Juyi
(772-846)
卷 216-234
杜甫 Du Fu
(712-770)
卷 161-185
李白 Li Bai
(701-762)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
32
Meso-scale: LDA topic modeling (全唐詩)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
33
EASM: topic modeling the Quan Tang shiMeso-scale: LDA topic modeling
(全唐詩)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
34
Meso-scale: LDA topic modeling (漢詩)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
35
EASM: topic modeling the Quan Tang shiMeso-scale: LDA topic modeling
(漢詩)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
36
Subcorpus Topic Modeling (STM)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
37
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, unknown
corpus, e.g.
Tang prose
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
38
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
39
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
40
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
(topics)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
41
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
(topics)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
42
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
(topics)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
43
Institution B
Macroscope
portal
Institution A
YX
Access policies
STM tool
Subcorpus Topic Modeling (STM)
Summary
tool
Summary
tool
X=well-known
corpus, e.g.,
the 13 Classics
Y=large, less well
known corpus,
e.g., Tang prose
(topics)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
44
Subcorpus Topic Modeling (STM)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
45
Subcorpus Topic Modeling (STM)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
46
Subcorpus Topic Modeling (STM)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
47
Micro-scale: word embedding
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
48
Distributed macroscope infrastructure
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Findings
Secure
data
access
Option 1
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
49
Distributed macroscope infrastructure
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Summary
tool
Option 2
Findings
Summary data
only, e.g.,
bibliographic
metadata
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
50
Distributed macroscope infrastructure
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Summary
tool
Option 2
Findings
時時: 14
磷緇: 7
日遲: 6
相隨: 5
移時: 4
Summary data
(n-gram counts)
蟬鳴: 25
秋色: 19
唧唧: 9
秋風: 3
秋雨: 2
笙歌: 33
多少: 12
歌吹: 8
曲歌: 4
爭唱: 2
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
51
Distributed macroscope infrastructure
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A Tool B
collections
Option 3
(not as
desirable)
Findings
Tool B
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
52
Distributed macroscope infrastructure
Institution B
Macroscope
portal
Institution A
Y ZX
Access policies
Tool A
Tool B
collections
Findings
Results
only
Option 3
(not as
desirable)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
53
Jöel de Rosnay, The Macroscope (New York: Harper & Row, 1979).
A macroscope lets us “observe what is at once too
great, slow, or complex for the human eye and
mind to notice and comprehend”
Katy Börner, “Plug-and-Play Macroscopes,” Communications of the ACM 54, no. 3 (2011): 60-69.
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
54
East Asian Studies (EASM):
http://macroscope.cdh.ucla.edu
Funding source:
• The Andrew W. Mellon Foundation
Sample macroscope sites at UCLA
The Danish Folklore Macroscope:
http://etkspace.scandinavian.ucla.edu/
macroscope.html
Funding sources:
• American Council of Learned Societies
• The National Endowment for the Humanities
• UCLA Council on Research
• Nordic Council of Ministers
• UCLA Institute for Pure and Applied Mathematics (NSF)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
55
The East Asian Studies Macroscope (EASM)
Exploratory phase (Phase 0): 2014-2015
• Supported by Andrew W. Mellon Foundation, Profs. Jack Chen and
Timothy Tangherlini, UCLA Department of Asian Languages and
Cultures, Co-PIs
• Developed sample macroscope tools and analyses based on a
classical Chinese text corpus (collected poetry of the Tang Dynasty):
http://macroscope.cdh.ucla.edu
• Meetings with faculty and archivists at Academia Sinica, National
Taiwan University, National Tsinghua University, Dharma Drum
Buddhist College, and National Chengchi University, Jan. & Dec. 2015
Implementation Phase 1: 2016-2019 (pending)
• Prospectus submitted to Andrew W. Mellon Foundation, January 2016
• Plan to develop software infrastructure and tools, establish
partnerships with archival institutions in Taiwan, Korea, others (?)
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
56
Other macroscope development projects
Sub-corpus topic modeling for large literary corpora
• Supported by a Google Books research fellowship at UCLA, 2013-
2014
• Resulting publication: Tangherlini, T and P Leonard. 2014. “Trawling
in the Sea of the Great Unread: Sub-corpus topic modeling and
Humanities research.” Poetics 41 (6): 725-749.
Collaborations with Scandinavian partners
• Project title: “New Digital Resources and Computational Methods for
the Study of Literature in a Global Context,” 2015-present
• Funded by the Transatlantic program for collaborative work in the field
of digital humanities, Fondation Maison des Sciences de l'Homme
(France) and the Andrew W. Mellon Foundation (USA)
• Core participants: UCLA, Aarhus University (Denmark). Exploring
collaborations with archives in Denmark, Norway, Sweden
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
57
EASM: mapping places mentioned in poems
Special thanks:
David Shepard
Lead Academic
Developer,
UCLA Center for
Digital Humanities
The East Asian Studies Macroscope
@PeterBroadwell, UCLA Digital Library
Digital Research in East Asian Studies: July 12, 2016
58
EASM: network graph of poem communities
Special thanks: David Shepard, Lead Academic Developer, UCLA Center for
Digital Humanities

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The East Asian Studies Macroscope: Infrastructure for Collaborative Scholarship across Corpora and Institutions

  • 1. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 1 The East Asian Studies Macroscope: Infrastructure for Collaborative Scholarship across Corpora and Institutions Peter Broadwell Academic Projects Developer UCLA Digital Library broadwell@library.ucla.edu @PeterBroadwell EASM | 東亞研究 宏觀鏡 | ヒュー:マ | 인문학 매크로스콥 Prof. Tim Tangherlini Prof. Jack Chen
  • 2. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 2 Timothy R. Tangherlini, “The Folklore Macroscope: Challenges for a Computational Folkloristics,” The 34th Archer Taylor Memorial Lecture, Western Folklore 72, no. 1 (2013): 7-27. An integrated suite of digital tools and interfaces that allows researchers to model the complexity of cultural phenomena, moving between close reading, distant reading, and all levels in between. Vision for a humanities macroscope: micro-scale meso-scale macro-scale
  • 3. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 3 Key features of a distributed humanities macroscope infrastructure Facilitates secure use of restricted-access collections • Sensitive data can remain on its home server • Access to data is via secure protocols • Support for server-side processing: if necessary, only summaries and/or results are exported from corpus servers Researchers can run analyses across multiple collections hosted at different participating institutions • This enables novel types of research that cannot be done on locally downloaded data, or even on the host’s servers • Multi-corpus stylometry, topic modeling • Cross-corpus network analysis, geo-coding, etc.
  • 4. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 4 Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings The macroscope research environment
  • 5. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 5 Features of a macroscope research portal 1. Users and group accounts • Users may choose with whom to share materials 2. Corpus access management • Authenticates access to external or local data sets 3. Analytical tools and workflow development • Researchers may run existing tools, or create their own 4. Visualization and sharing of research results • Scholars can present, view, and comment on findings • Analytical results can be made available for download
  • 6. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 6 Features of a macroscope research portal 1. Users and group accounts • Users may choose with whom to share materials Example: Liferay user portal (www.liferay.com)
  • 7. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 7 User and group accounts Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings
  • 8. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 8 Features of a macroscope research portal 2. Corpus access management • Authenticates access to external or local data sets Example: Alveo corpus selection interface (http://alveo.edu.au/)
  • 9. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 9 Corpus access policies Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings
  • 10. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 10 Features of a macroscope research portal 3. Analytical tools and workflow development • Researchers may run existing tools, or create their own Example: Network creation and analysis workflow in Knime (https://www.knime.org/)
  • 11. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 11 Tools and workflow development Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings custom workflows
  • 12. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 12 Features of a macroscope research portal 4. Visualization and sharing of research results • Scholars can present, view, and comment on findings • Analytical results can be made available for download Example: Network analysis results visualized in multiple offline tools: Knime, Visone, Cytoscape, Gephi
  • 13. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 13 Sharing of research results Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings
  • 14. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 14 An example: Communication & empire(s) – 全唐詩 and Heian 漢詩 Special thanks: Tomoko Bialock Japanese Studies Librarian UCLA LibraryImage sources: Wikimedia Commons
  • 15. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 15 The Hentaigana mobile app Funded by the Tadashi Yanai Initiative for Globalizing Japanese Humanities Supported by the UCLA Library
  • 16. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 16 Hentaigana, classical Japanese, and digital scholarship
  • 17. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 17 Image analysis of thumbnails from IIIF manifest
  • 18. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 18 Topics in Genji monogatari (ca. 1020)
  • 19. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 19 Topics in Genji monogatari (ca. 1020)
  • 20. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 20 Advanced n-gram viewers
  • 21. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 21 t-SNE dimensionality reduction
  • 22. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 22 “Confusion matrix” of original vs. naïve Bayes poem genre classifications Mimno, Broadwell, Tangherlini. 2014. “The Telltale Hat: LDA and Classification Problems in a Large Folklore Corpus.” DH 2014, Lausanne, Switzerland.
  • 23. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 23 “Confusion matrix” of original vs. naïve Bayes poem genre classifications Mimno, Broadwell, Tangherlini. 2014. “The Telltale Hat: LDA and Classification Problems in a Large Folklore Corpus.” DH 2014, Lausanne, Switzerland.
  • 24. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 24 Heian/Kamakura kanshi collections • Kaifūsō 懐風藻 – 751 (116 poems) • Ryōunshū 凌雲集 – 814 (91 poems) • Bunka shūreishū 文華秀麗集 – 818 (140 poems) • Keikokushū 経国集 – 827 (213 poems) • Toshi bunshū 都氏文集 – 879, poems probably by 都良香 (71 poems) • Den-shikashū 田氏家集 – 891 (written or collected by 島田忠臣) (217 poems) • Kanke bunzō 菅家文草 – ca. 900; 468 poems by 菅原 道眞, rest Buddhist texts • Zenshūsai-taku shi-awase 善秀才宅詩合 – 963, from poetry contest (12) • Fusōshū 扶桑集 – 995-999 (100 poems) • Honchō reisō 本朝麗藻 – 1010 (153 poems) • Gōrihōshū 江吏部集 – 1011 (135 poems) • Wakan rōeishū 和漢朗詠集 – 1013 (225 poems) • Jishin shi-awase 侍臣詩合 – 1051, from a courtiers’ poetry contest (8 poems) • Hosshōji Kanpaku goshū 法性寺關白御集 – by 藤原 忠通 (1097-1164) (102) • Honchō mudaisi 本朝無題詩 – 1162-64 (658 poems) • Tenjō shi-awase 殿上詩合 – from a palace competition, year unknown (40) • Sukezane Nagakane ryōkyō hyakuban shi-awase 資實長兼百番詩合 – Sukezane and Nagakane Lords’ 100 poem contests, year unknown (200) • Poems about Genji monogatari 賦光源氏物語詩 – 1291 (55 poems)
  • 25. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 25 Heian/Kamakura 漢詩 collections 3,004 total poems Historical source: Gunsho Ruijū (群書類従), published 1894-1912 Partially digitized in Waseda University’s Kanshi Database, the Internet Archive (?) Major source: an enthusiast’s site http://miko.org/ ~uraki/kuon/furu/ furu_index1.htm Internet Archive
  • 26. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 26 The organization of the 全唐詩 • poems are organized according to categories (i.e., imperial authorship, “Music Bureau” poetry, insult poetry) • bulk of the poems belong to individual authors, organized historically (別集) • authors may be excluded from historical organization based on certain traits (women, Buddhists, Daoists, ghosts) • later fascicles are dominated by a kind of miscellaneous quality
  • 27. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 27 全唐詩 table of contents 1-9 Emperors, empresses, and imperial members 10-16 Ritual and ceremonial poems 17-29 “Music Bureau” poetry (樂府詩) 30-731 Individual Tang poets 732-733 Dynastic villains and rebels 734-766 Individual Five Dynasties poets 767-784 Poets with partial biographical information 785-787 Poems without authorial attribution 788-794 Linked verse poems (聯句) 795 Incomplete poems and lines by poets not listed above 796 Incomplete poems and lines without authorial attribution 797-805 Poems by women authors 806-851 Poems by Buddhist figures 852-859 Poems by Daoist figures 860-862 Poems by male immortals (仙) 863 Poems by female immortals (女仙) 864 Poems by divinities (神) 865-866 Poems by ghosts (鬼)
  • 28. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 28 全唐詩 table of contents, continued 867 Poems by weirds (怪) 868 Dream poems (夢) 869-872 Jest and insult poems (諧謔) 873 Poems inscribed on walls (提語) and judgments (判) 874 Songs (歌) sung by local communities or groups 875 Prophetic verse (讖記) 876 Sayings in verse form (語) 877 Orally transmitted enigmatic verse (諺謎) 878 Orally transmitted ditties (謠) 879 Drinking songs (酒令) 880 Divination songs (占辭) 881 The Mengqiu 蒙求 by Li Han 李瀚 882-888 Poems left out of previous sections 889-900 Song-lyrics (詞)
  • 29. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 29 http://etkspace.scandinavian.ucla.edu/~broadwell/poem_clusters.html Macro-scale: clustering by shared n-grams
  • 30. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 30 The900卷ofthe全唐詩+18volumesof平安時代の漢詩
  • 31. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 31 The900卷ofthe全唐詩+18volumesof平安時代の漢詩 18 kanshi collections Individual poets given fairly contiguous 卷 ranges in the 全唐詩, in roughly chronological order (別集) 卷 424-462 白居易 Bai Juyi (772-846) 卷 216-234 杜甫 Du Fu (712-770) 卷 161-185 李白 Li Bai (701-762)
  • 32. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 32 Meso-scale: LDA topic modeling (全唐詩)
  • 33. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 33 EASM: topic modeling the Quan Tang shiMeso-scale: LDA topic modeling (全唐詩)
  • 34. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 34 Meso-scale: LDA topic modeling (漢詩)
  • 35. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 35 EASM: topic modeling the Quan Tang shiMeso-scale: LDA topic modeling (漢詩)
  • 36. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 36 Subcorpus Topic Modeling (STM)
  • 37. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 37 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, unknown corpus, e.g. Tang prose
  • 38. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 38 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose
  • 39. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 39 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose
  • 40. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 40 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose (topics)
  • 41. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 41 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose (topics)
  • 42. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 42 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose (topics)
  • 43. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 43 Institution B Macroscope portal Institution A YX Access policies STM tool Subcorpus Topic Modeling (STM) Summary tool Summary tool X=well-known corpus, e.g., the 13 Classics Y=large, less well known corpus, e.g., Tang prose (topics)
  • 44. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 44 Subcorpus Topic Modeling (STM)
  • 45. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 45 Subcorpus Topic Modeling (STM)
  • 46. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 46 Subcorpus Topic Modeling (STM)
  • 47. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 47 Micro-scale: word embedding
  • 48. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 48 Distributed macroscope infrastructure Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings Secure data access Option 1
  • 49. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 49 Distributed macroscope infrastructure Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Summary tool Option 2 Findings Summary data only, e.g., bibliographic metadata
  • 50. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 50 Distributed macroscope infrastructure Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Summary tool Option 2 Findings 時時: 14 磷緇: 7 日遲: 6 相隨: 5 移時: 4 Summary data (n-gram counts) 蟬鳴: 25 秋色: 19 唧唧: 9 秋風: 3 秋雨: 2 笙歌: 33 多少: 12 歌吹: 8 曲歌: 4 爭唱: 2
  • 51. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 51 Distributed macroscope infrastructure Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Option 3 (not as desirable) Findings Tool B
  • 52. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 52 Distributed macroscope infrastructure Institution B Macroscope portal Institution A Y ZX Access policies Tool A Tool B collections Findings Results only Option 3 (not as desirable)
  • 53. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 53 Jöel de Rosnay, The Macroscope (New York: Harper & Row, 1979). A macroscope lets us “observe what is at once too great, slow, or complex for the human eye and mind to notice and comprehend” Katy Börner, “Plug-and-Play Macroscopes,” Communications of the ACM 54, no. 3 (2011): 60-69.
  • 54. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 54 East Asian Studies (EASM): http://macroscope.cdh.ucla.edu Funding source: • The Andrew W. Mellon Foundation Sample macroscope sites at UCLA The Danish Folklore Macroscope: http://etkspace.scandinavian.ucla.edu/ macroscope.html Funding sources: • American Council of Learned Societies • The National Endowment for the Humanities • UCLA Council on Research • Nordic Council of Ministers • UCLA Institute for Pure and Applied Mathematics (NSF)
  • 55. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 55 The East Asian Studies Macroscope (EASM) Exploratory phase (Phase 0): 2014-2015 • Supported by Andrew W. Mellon Foundation, Profs. Jack Chen and Timothy Tangherlini, UCLA Department of Asian Languages and Cultures, Co-PIs • Developed sample macroscope tools and analyses based on a classical Chinese text corpus (collected poetry of the Tang Dynasty): http://macroscope.cdh.ucla.edu • Meetings with faculty and archivists at Academia Sinica, National Taiwan University, National Tsinghua University, Dharma Drum Buddhist College, and National Chengchi University, Jan. & Dec. 2015 Implementation Phase 1: 2016-2019 (pending) • Prospectus submitted to Andrew W. Mellon Foundation, January 2016 • Plan to develop software infrastructure and tools, establish partnerships with archival institutions in Taiwan, Korea, others (?)
  • 56. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 56 Other macroscope development projects Sub-corpus topic modeling for large literary corpora • Supported by a Google Books research fellowship at UCLA, 2013- 2014 • Resulting publication: Tangherlini, T and P Leonard. 2014. “Trawling in the Sea of the Great Unread: Sub-corpus topic modeling and Humanities research.” Poetics 41 (6): 725-749. Collaborations with Scandinavian partners • Project title: “New Digital Resources and Computational Methods for the Study of Literature in a Global Context,” 2015-present • Funded by the Transatlantic program for collaborative work in the field of digital humanities, Fondation Maison des Sciences de l'Homme (France) and the Andrew W. Mellon Foundation (USA) • Core participants: UCLA, Aarhus University (Denmark). Exploring collaborations with archives in Denmark, Norway, Sweden
  • 57. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 57 EASM: mapping places mentioned in poems Special thanks: David Shepard Lead Academic Developer, UCLA Center for Digital Humanities
  • 58. The East Asian Studies Macroscope @PeterBroadwell, UCLA Digital Library Digital Research in East Asian Studies: July 12, 2016 58 EASM: network graph of poem communities Special thanks: David Shepard, Lead Academic Developer, UCLA Center for Digital Humanities