You are on page 1of 13

Digital humanities or humanities in

digital: revisiting scholarly


primitives1
............................................................................................................................................................
Andre Pacheco

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


University of Coimbra, Coimbra, Portugal
......................................................................................................................................
Abstract
The use of computing tools and methods has irreversibly impacted the creation, use
and communication of research. As a result, a still divisive movement of digital
humanities (DH) has emerged over the last few decades. This article attempts to
provide a theoretical contribution to the discussion of the core fundamentals of the
field. In order to do so, it takes a sample of papers indexed under Library and
Information Science, in the Web of Knowledge database, and studies them using
a quantitative data analysis and a qualitative literature review combined with the
author’s personal reflection to illustrate the main research topics. The notion of
scholarly primitives, initially formulated by John Unsworth, provides the back-
ground for the theoretical analysis. It is concluded that DH embody a community
patterned by collaborative and shared networks of communication, where digital
Correspondence: E-mail: tools amplify research possibilities without changing the humanistic values of its
andrez.pacheco@gmail.com practitioners.
.................................................................................................................................................................................

1 Introduction favor of a holistic approach to all literature, charac-


terized by a distant reading of a much broader set of
The advent of the digital environment over the last works using computing tools for automated data ana-
decades has been accompanied by a deep transform- lysis and pattern recognition (Allison et al., 2011).
ation in how our societies create, record, analyze, and This new methodology represents a shift in analysis
disseminate information. We are now irreversibly from the individual static record to the cluster of
digital, and so are the procedures on which we base data and metadata from a slow-paced assimilation to
our activity. Information has become a rich asset that fast-paced processing from single authors to collective
can be manipulated beyond the traditional analog networks. Primarily, it is to be highlighted that the im-
restraints, where the sole form of assimilation was plementation of new technologies represents a social
through a slower close reading. On the other hand, and cultural phenomenon (Ketelaar, 2007). As Eric
the frustration of being unable to fully digest the Ketelaar notes, more than allowing a more efficient
immensurable amounts of sources available today is optimization of current procedures, the digital envir-
giving birth to a rising number of approaches that onment allows for new possibilities to create and use
discard an individual analysis to focus on a collective contents, which in turn stimulates other individuals to
one. An example is the method employed by Franco work in different collaborative networks. It is, there-
Moretti and his colleagues at the Stanford Literary fore, not an overstatement to affirm that ‘we live in
Lab, where a study was conducted that swayed from one of those rare moments of opportunity for the
a close, complete reading of few selected canon, in humanities’, with transformations no less profound

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022. V


C The Author(s) 2022. Published by Oxford University Press on 1128
behalf of EADH. All rights reserved. For permissions, please email: journals.permissions@oup.com
https://doi.org/10.1093/llc/fqac012 Advance Access published on 25 March 2022
Digital humanities or humanities in digital

than other major eras of cultural and historical trans- The importance of this endeavor is justified by
formation, such as the substitution of the scroll for the the ‘relative lack of debate and reflection’ in DH
codex, the invention of the movable type, the encoun- (Zaagsma, 2013). In an area strongly compelled by
ter with the New World, and the Industrial Revolution the use of technological tools to solve research
(Burdick et al., 2012). problems—as attested by the need to demonstrate
In Humanistic studies, this form of collaborative this dimension by adding the adjective ‘digital’ to
work and use of technological resources lies at the Humanities, as a means to differentiate from trad-
core of what has become widely known as the ‘Digital itional Humanities—action often takes over reflec-

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Humanities’ (DH), a broad designation that many tion. As a result, it is crucial to promote discussion
might know, but fewer understand. The scholars are on the ontology of DH.
far from reaching a consensus on what it is: some
regard it as a ‘community’ (Spiro, 2012), or a ‘com-
munity of practice’ (Burdick et al., 2012; Ross, 2012); 2 Methodology
others, as a ‘movement’ (Kirschenbaum, 2012; Parry,
2012); an ‘interdisciplinary field’ (Damian et al., A qualitative literature review was performed to illu-
2015); some refer to it as a ‘discipline’ (Koltay, minate the main research problems discussed by the
2016), while there are those that regard it not as an key players in DH. Due to the vastness of academic
‘unified field, but as an array of convergent practices’ production, it was opted to limit the qualitative ana-
(Schnapp and Presner, 2009). The existence of cer- lysis to the works visible in the Web of Science (WoS)
tain theoretical confusion becomes clear, as it is nat- core collection database. The year 2020 has been left
ural in any emerging field, including DH. There is, outside the query window due to the fact that, as it is
although, one thing that overarches the work of still undergoing, complete data is still not available.
digital humanists: the use of digital tools as part of An initial query under the term ‘digital humanities’
their research. The concept of scholarly primitives in the ‘topic’ returned 1870 results, which were
was suggested by Unsworth (2000) as a means of refined according to ‘document type’ and ‘WoS cat-
assessing scholarly practices in order to develop bet- egories’ to only include, respectively, ‘Articles’ and
ter tools, i.e., tools that incorporate and address d to ‘Information Science, Library Science’. The field of
the research habits of scholars. As a result, a review of Library and Information Science was chosen since its
scholarly primitives and on how they evolved during actors often operate in the intersection between hu-
the first two decades of the second millennium pro- manistic, social sciences and technological educa-
vides an opportunity to analyze the evolution of hu- tions, therefore creating an interesting subject for
manistic scholarship and to better understand its the study. The custom year range was 1945–2019.
fundamentals. A selected corpus for analysis was composed of 254
In this framework, this article attempts to provide a results.
humble theoretical contribution to the discussions Amongst these retrieved 254 peer-reviewed articles,
regarding the nature and orientation of this field. 23 (9%) were written in German, whereas the rest was
More than attempting to define such a broad umbrella redacted in English (204 articles or 80%), Spanish (12
as DH, it is perhaps more sensible to try to better articles or 5%), and Portuguese (6 articles or 2%). Due
understand what it encompasses. Therefore, the aim to linguistic barriers, the German texts were not ana-
of this article to identify the most relevant sources and lyzed, so the final corpus consisted primarily of those
contexts of production of scholarly content on this 231 papers. Although not being an extensive universe,
field. Based on the selection of those key channels, it it is also not necessarily a small sample, as it is believed
tries to theoretically discuss the nature of the field, it represents to a reasonable degree the academic en-
focusing on the relation with Humanities and deavor of this field, albeit not definitive. As a result,
Computing, and the ethos that binds digital human- the bibliographic analysis of the most influential and
ists together, questioning if the addition of the adjec- pertinent articles within this sample provided a start-
tive ‘digital’ is truly justifiable from a scientific point of ing point on which could be sustained the identifica-
view. tion of the main research problems in DH while also

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1129


A. Pacheco

promoting a personal reflection on the topics under their ultimate aim was to provide a framework to the
discussion. In turn, this discussion is rooted in the development of tools more adequate to the needs of
analysis of the concepts of scholarly primitives, infor- scholars.
mation activities, and themes (Unsworth, 2000; Second, these primitives are meant to be diachron-
Palmer et al., 2009; Project Bamboo, 2010), which ic, i.e., they attempt to capture the dimensions of
are now discussed. scholarly activity regardless of medium, which enables
them to be compared over time and technologies. For
2.1 Scholarly primitives, practices and example, ‘annotating’ has traditionally been carried

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


themes out by writing on a piece of paper, such as the margin
The notion of scholarly primitives was first suggested of a book. In the digital context, basic forms of anno-
by John Unsworth in 2000, at a symposium on tating can be procedures such as inserting a comment
Humanities Computing. According to the author, in a PDF file or highlighting certain passages of text.
they are meant to act as ‘basic functions common to Third, throughout Unsworth’s text it becomes per-
scholarly activity across disciplines, over time, and in- ceptible that the use of tools as part of research is an
dependent of theoretical orientation’ (Unsworth, established fact. I find this particularly interesting
2000, paragraph 2). Unsworth engages in the discus- since it glimpses at the idea that, as early as by
sion of scholarly primitives as fuel for debate, suggest- 2000s, the representation of humanistic researchers
ing the following non-definitive list: locked away in a dimmed-light office, buried under
a pile of dusty books, patiently reading, comparing,
† Discovering and annotating using their pen and paper, was already
† Annotating being undermined. Finally, despite the intended tem-
† Comparing poral neutrality and high-level of abstraction of
† Referring Unsworth’s primitives, they were formulated in the
† Sampling framework of networked digital information.
† Illustrating However, over the last two decades, the reach, com-
† Representing plexity, and number of participants in the network has
The term ‘primitives’ is based on Aristotelian increased significantly. Likewise, it is expected that
logic, according to which scientific knowledge some level of adaptation and revision is needed to
(episteme) ‘must be expressed in statements that fol- these primitives.
low deductively from a finite list of self-evident Palmer and her colleagues (2009) introduce the
statements (axioms) and only employ terms from concept of scholarly information activities, which is
a finite list of self-understood terms (primitives)’ related to Unsworth’s definition of primitives, but
(Stanford Encyclopedia of Philosophy, 2016, emphasizes the explicit role of information in the con-
Section 4). Unsworth argues that such primitives duct of research and production of scholarship
‘form the basis for higher-level scholarly projects, (Palmer and Cragin, 2008). This interpretation seems
arguments, statements, interpretations’ (Unsworth, to account for the increasing importance role of in-
2000, paragraph 2). As such, we can interpret these formation during the first decade of this millennium.
terms as the basic building blocks that scholarly ac- Whereas Unsworth’s primitives reported to the activ-
tivity builds upon. He was particularly interested in ities of a humanistic scholar, the contribution of
the basic functions that could be embedded in the Palmer et al. attempts to provide a framework for
development of tools, in particular in the context of comparison across domains, stepping away from the
networked digital information. behavior of individual researchers, as it is dynamic,
Both the application and background of initial use towards the understanding of information work of
provide some fertile ideas for analysis. First, as seen in scholarly communities. They alter Unsworth’s vocabu-
the previous section, the pressing concern in the de- lary and suggest a more comprehensive framework that
velopment of adequate tools is revealing of the empir- consists of information activities and primitives. In
ical orientation of Humanities Computing. Even their definition, a primitive is ‘something at the base
though scholarly practices, in abstract, were discussed, or beginning of a larger process’ (Palmer et al., 2009,

1130 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022


Digital humanities or humanities in digital

p. 7–8), and that larger process is the scholarly infor- detailed but textually-anchored information activities
mation activities. As a result, primitives are considered by introducing ‘themes’ of scholarly practice. These
to be more granular activities of the broader informa- themes were developed in 2018 over the course of
tion activities. Additionally, they also suggest the idea of several workshops that ‘brought together scholars,
‘cross-cutting primitives’, which are associated with IT professionals, and librarians from around the world
more than one activity: to chart a direction for cyberinfrastructure develop-
† 1. Searching ment in the humanities’ (Project Bamboo, 2010, p. 1).
† 1.1 Direct searching Project Bamboo’s framework introduces add-

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


† 1.2 Chaining itional format-neutral activities, such as managing
† 1.3 Browsing data, sharing, and funding. These contributions en-
† 1.4 Probing rich Unsworth’s and Palmer’s primitives in the sense
† 1.5 Accessing that they also introduce practices associated with re-
† 2. Collecting search data management, a field that has been
† 2.1 Gathering becoming increasingly significant across every re-
† 2.2 Organizing search domain. Table 1 provides a crosswalk between
† 3. Reading Project Bamboo scholarly themes, Unsworth’s prim-
† 3.1 Scanning itives, and Palmer et al.’s scholarly information
† 3.2 Assessing activities.
† 3.3 Rereading At its core, the conceptual framework of scholarly
† 4. Writing primitives, whether they are called themes or informa-
† 4.1 Assembling tion activities, aims to act as a type of conceptual
† 4.2 Co-authoring checklist for building new digital tools. Conversely,
† 4.3 Disseminating when attempting to build new digital tools, the prior-
† 5. Collaborating ity should not be the awesome features of a new tool in
† 5.1 Coordinating itself, but rather the innovations that it provides in
† 5.2 Networking addressing a particular need of a scholarly primitive.
† 5.3 Consulting In other words, the development of new tools should
† 6. Cross-cutting Primitives always be anchored in scholarly needs, problems and
† 6.1 Monitoring challenges, in a way that tools emerge as a direct
† 6.2 Notetaking method to address those challenges, instead of adapt-
† 6.3 Translating ing the problems to the limits of the tools.
† 6.4 Data Practices Nevertheless, the needs of a certain field change
greatly over time due to various reasons, being tech-
According to this list, searching, collecting, read- nology one of the greatest. To further expand on the
ing, writing, and collaborating constitute the five core scholarly practices in the humanities, it is important to
scholarly activities which are further decomposed in contrast them with the practices in other disciplinary
their corresponding primitives. Despite the expansion fields, namely how they are broadly understood in the
of vocabulary and the concern for information activ- more exact sciences. Palmer et al. (2009) provide an
ities, these scholarly activities are still uniquely focused interesting distinction between the scholarly primi-
on textual materials, as shown by the absence of lis- tives typically associated with humanities and scien-
tening or viewing. ces, as well as those that are interdisciplinary by nature
A third attempt at tackling the complexities of (Fig. 1).
scholarly practice was undertaken by Project In this representation, scholars are represented
Bamboo, a multi-institutional and interdisciplinary according to traditional conceptions of the nature of
endeavor. This project attempts to provide a middle each field. For instance, humanities scholars are per-
ground between Unsworth’s minimalist, abstract and ceived as individuals who ‘typically consult rather
format-neutral primitives and Palmer et al.’s more than collaborate, with the notion of the lone scholar

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1131


A. Pacheco

Table 1. Crosswalk between Project Bamboo scholarly themes, Unsworth’s primitives, and Palmer et al.’s scholarly
information activities
Bamboo theme of scholarly practice Unsworth primitive OCLC scholarly information activity
Gathering/Foraging Discovery Searching (direct searching, chaining,
browsing, probing, accessing)
Synthesizing/Filtering Comparing Collecting (gathering, organizing)
Sampling
Contextualizing Referring Searching (chaining, browsing, probing)

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Collecting (organization)
Cross-cutting (monitoring)
Conceptualizing, Refining and Critiquing Illustrating Reading (scanning, assessing, rereading)
Representing Cross-cutting (notetaking, translating)
Comparing Writing (assembling)
Collaborating (consulting)
Documenting methods Representing Writing (disseminating)
Cross-cutting (translating)
Managing data Discovering Searching (accessing)
Referring Collecting (organizing)
Representing Collaborating (coordinating, consulting)
Annotating/documenting Annotating Writing (assembling)
Cross-cutting (notetaking)
Modeling/visualizing Illustrating Cross-cutting (translating)
Representing Writing (assembling)
Overlapping teaching and research Representing Collaborating (coordinating)
Cross-cutting (translating)
Sharing/dissemination/publishing Representing Writing (disseminating)
Funding Suggested parenthetically No analogue
Collaborating Common thread throughout scholarly Writing (co-authoring)
primitives, not listed separately Collaborating (coordinating, networking,
consulting)
Citation, credit, peer-review Referring Reading (assessing)
Writing (dissemination)
Collaborating (consulting)

Extracted from Project Bamboo (2010, p. 2–3).

persisting in some fields’, whereas in the case of exact (Tang et al., 2017). This may be due to the national or
scientists ‘collaboration is common, resulting in a regional nature of humanities (Nederhof, 2006).
high level of co-authoring and the need to coordinate Nevertheless, despite a gradual increase of the average
activities among the research team’ (Palmer et al., number of authors per article in recent years, reported
2009, p. 35). Although there is some undeniable basis in 2017 to be about 2.3, it is still lower in comparison
of truth for this interpretation, consolidated through- to other fields (Tang et al., 2017).
out decades of experience, the consolidation of infor- One example is OPERAS (open scholarly commu-
mation networks over the last decade has been nication in the European research area for the social
shattering some of these traditionally well-defined sciences and the humanities) a European Union’s
frontiers. The field of DH is nowadays regarded as Horizon funded 2020 open research infrastructure
being invariably collaborative (Borgman, 2009; aimed at ‘efficiently address the scholarly communi-
Burdick et al., 2012; McCarty, 2012; Chan et al., cation needs of European researchers in the field of
2017; Poole and Garwood, 2018), although that col- social sciences and humanities’ (OPERAS, 2020).
laboration is highly local and dependent on shared Despite being focused on social sciences and human-
languages, rarely extending to an international reach ities, the background of its coordinators covers a wide

1132 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022


Digital humanities or humanities in digital

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Fig. 1 Scholarly primitives associated with disciplinary approach. Extracted from Palmer et al. (2009, p. 35)

array of disciplines, including classical studies, litera- with considerable developments in Library and
ture, languages, computer sciences, and data manage- Information Science fields. The proliferation of insti-
ment. This diversity also extends to each of its member tutional repositories, open access and demand for ac-
organizations, who gather equally multidisciplinary countability of publicly funded projects (read, data)
teams, thus promoting collaboration. Humanities are some of the most visible consequences in the
scholar are increasingly becoming involved in co- increasing social and academic demand for data to
authoring (traditionally a science primitive) as teams be shared in a way that can be reused. As research
become multidisciplinary and start including inform- across all disciplines is becoming more data intensive,
atics and tech people that help building tools. the need for sound research data management
Another case of dilution of frontiers is concerned becomes a need that spans across all disciplinary fields.
with data sharing. When it comes to personal infor- For example, the European Commission has been
mation collections, humanities scholars are described establishing as a criterion for funding under
by Palmer et al. as accumulating documents, whereas Horizon 2020 that every project—including in the
scientists deal mostly with datasets (Palmer et al., humanities—must detail in a data management plan
2009, p. 42). Additionally, it has been noted that, what are the expected data outputs and how will they
even though there is perceived potential value for be made available in a reusable format once the project
other users in personal scholarly collections, there is ends.
marginal evidence of sharing practices (Spanner, As we see, data sharing can no longer be said to be
2001). However, particularly over the last decade, in- specific to sciences. Humanists are assimilating practi-
formation management—in a simple manner, the ces that they did not use to have. At the same time, the
control of the procedures of creation, organization digital is demanding a form of adaptation of high-level
and dissemination of information—has been met practices that have always been present. Publishing and

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1133


A. Pacheco

dissemination are clear examples of how technology and the solutions it provides or, according to Parry
greatly conditions these processes. Printed publications (Parry, 2012), how it changes our understanding of
are being replaced by their digital counterparts, ena- humanities. In fact, this is a rather divisive topic
bling research to reach a wider audience at a faster amongst humanistic scholars, who tend to assume ex-
rate and lower cost, which in turn increases re-use. In treme positioning regarding their opinion of DH. On
this context, the value of a certain piece of research in one hand, using the expressions of Gerben Zaagsma
the digital environment lies no longer in its rarity, but (Zaagsma, 2013), some scholars, like Roberto Busa
in its availability and visibility. The implication is that and Franco Moretti, are guided by a ‘technological

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


dividing scientific fields based on primitives seems to be determinism’, i.e., a faith in digital tools to solve re-
an oversimplification of a rapidly changing reality. So, search problems, while other more ‘traditionally
what do humanities, or DH, currently look like? minded’ humanists, perceive these changes with dis-
trust. Reporting to the History field, Zaagsma notes a
2.2 From humanities computing to DH tendency in scholars to engage in the use of tools with-
Any debate on such a recent topic as DH must begin out attempting to understand how that use shapes the
with a conscious act of humbleness. As Parry puts it, way they do history, or, put more simply, to under-
‘none of us really knows what digital humanities is or, stand what they are actually doing. He identifies this
more precisely, that none of us is fully in control of tendency as the reason for the uneasiness felt by the
what digital humanities is’ (Parry, 2012). The problem more traditional scholars to undergo the new techno-
here is that DH are a very recent phenomenon that logical developments (Zaagsma, 2013). This lack of
only in the last decade is starting to significantly echo theoretical debate leads to incomprehension, which
through academic organizations, in form of new grad- can in turn lead to both a blind and uncritical accept-
uations, courses, conferences, and grants. And as with ance of this new reality, or to an unjustified fear of the
every recent phenomenon, it can only be fully under- effect of new technologies. Since both are undesirable,
stood after it has manifested, the same way that a critic it is necessary to further reflect on these topics.
of an historical period or literary movement may only The defining feature of the professionals that con-
be appropriately contextualized after the dust of its sider themselves as digital humanists is the use of
cultural and social impact has settled. Likewise, it is computers to conduct humanities research. This
most likely that some more years (or even decades) methodological origin is visible in Kirschenbaum’s
need to pass before it is possible to perceive the degree question ‘What is (or are) the ‘digital humanities’,
of influence of DH, both on the academy and on so- aka ‘humanities computing’? (Kirschenbaum, 2012).
ciety. Nevertheless, even at this early stage of its evo- In this work, he argues that the term ‘digital human-
lution timeline, it is possible—maybe even more ities’ is an adaptation of the term ‘humanities comput-
pertinent—to reflect on its main points of transform- ing’. In fact, the first chapter of Blackwell’s A
ation in an attempt to understand where we stand and Companion to Digital Humanities (Schreibman et al,
where we are headed to. Therefore, given the rather 2004) is elucidatively entitled ‘The history of human
nebulous state of the field,2 the purpose of this work is computing’, as it narrates the projects that humanists
merely to fuel the discussion on DH and not, by any have been carrying out with the aid of computing
means, to end it. tools throughout the last decades, since the very first
A reasonable starting point could be an attempt to endeavors of Father Roberto Busa in 1949, until the
discuss the scientific positioning of DH, i.e., whether it most recent projects in 2004.
should be considered a science, an interdiscipline, a This progression from ‘a predicative to a substan-
frontier science, a set of practices, amongst other des- tive focus’ (Meister, 2012) is not without meaning. In
ignations. However, there is no consensus amongst ‘humanities computing’ the focus is on the techno-
practitioners of what DH is (Spiro, 2012). I believe logical apparatus. Hence, it conveys an ontology cen-
that, more than trying to provide one more definition tered on the tools, where the humanities represent a
for DH, it is more important to attempt to understand branch of knowledge where these digital methods are
what it encompasses: the values of its community, the applied. Thus, it is not surprising to see that digital
characteristics of its scholarship, the problems it faces, humanists are ‘often more concerned with method

1134 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022


Digital humanities or humanities in digital

than with theory’ (Scheinfeldt, 2012a). It is the cradle technology is not merely to lessen human effort and
of discipline. The same way that we learn to walk be- time, but rather to enhance the quality, depth, and
fore we learn how to properly speak, digital humanists extension of research (Busa, 1980). A more forward-
also learned to use before knowing the full potential of thinking use of the digital tools can be exemplified by
what they were using. This analogy might be rather the case study no. 4 in Anne Burdick’s book Digital
abusive, but it serves as an illustration for the fact that Humanities (Burdick et al., 2012). Inspired by the
action often comes before reflection. In fact, model of online multiplayer games, this project aims
Scheinfeldt calls for ‘time to play’ with the new tools, to recreate an Afghan refugee camp in the virtual

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


since he argues that, even though we may not yet world, reproducing the daily life of the refugees by
understand the new arguments that arise from the collecting testimonials, interviews, photographs, and
use of new methods, time will provide the solutions videos. As a result, more than collecting and statically
(Scheinfeldt, 2012b). interpreting records on the life of this refugee camp,
Returning to the linguistic discussion, on the other researchers aim to ‘create a virtual community of tes-
hand, in the term ‘digital humanities’, the digital fea- timony, witness, recovery and social bonding’
tures as an adjective for the Humanities, a means (Burdick et al., 2012), which provides an immersive
according to which the humanistic agenda is carried experience that contributes to a deeper understanding
out. So, when John Unsworth suggested that of this reality that wouldn’t be possible without their
Blackwell’s book should be called not ‘A Companion use.
to Humanities Computing’, not ‘Companion to These differences in approach summarize the con-
Digitized Humanities’, but instead ‘Companion to trast between the two ontologies. In the words of Liu,
Digital Humanities’ (Kirschenbaum, 2012), he prob- ‘while digital humanities develop tools, data and
ably wanted to appeal to an audience of humanists metadata critically, rarely do they extend their critique
operating with digital tools. In this formulation, the to the full register of society, economics, politics, or
core humanistic values, such as inquiry, critical think- culture’, which reflects a ‘lack of cultural criticism’
ing, debate, pluralism, and critique (Levine et al., (Liu, 2012). The digital component cannot be an
1988), lie at the heart of the field. end in itself, but a stepping stone to new, more com-
Let us observe a practical example of these two plex and challenging questions. Digital humanists are,
positions to better understand the notions under dis- first and foremost, humanists, which means that their
cussion. In the book Uncharted, Aiden and Michel use essential mission is to analyze the human cultural
the Google app Ngram Viewer, which allows to search products (which can be expressed in databases, repo-
characters across all Google Books catalogue to reveal sitories, graphics, large datasets and so on) in order to
cultural phenomena (Aiden and Michel, 2013). better understand how they shape and impact their
However, the authors use this tool simply to obtain respective society, and they do so by using digital
very basic conclusions that could be intuitively enun- resources (e.g. data sets and tools, far beyond the
ciated, such as the fact that the most frequent occur- use of Microsoft Office or the email, which is now-
rence in print of any year is of the year of print itself, or adays trivial and omnipresent in any field of activity),
that artists such as Chagall and Beckmann, who were as illustrated in Fig. 2.
banned during the Nazi period, do not feature in This articulation is simplistic in nature. More than
German books while the war rages on, but resurface definitive, it attempts to initiate a discussion on the
post-war. In summary, this data illustrates ‘a truism essential questions that can provide the most basic—
rather than discovering a truth’ (Kirsch, 2014). therefore more important—answers. Although the
Nonetheless, the tools are not to blame. The problem concepts under discussion (humanists, cultural prod-
lies in the use that is made of it, since ‘computers ucts, society impact) seem rather simple, contempor-
detect quantity, not quality’ (Koltay, 2016). As such, ary scholarship tends to add complexity to them. For
it is the responsibility of researchers to use these tools instance, the very notion of a humanist is changing
to indulge in complex and challenging problems that greatly as curricula are becoming more and more
could not be explored otherwise, to perceive the qual- diversified in a hybrid combination of traditional lit-
ity amidst the quantity. As Busa argues, the role of erature, language and philosophy education, and

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1135


A. Pacheco

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Fig. 2 The quintessential concepts underlying Humanities scholarly activity

computer science courses. The scope of cultural prod- humanistic subjects, which were not available before.
ucts also expands as new forms of content creation, As Bogost notes, they represent a ‘great outdoors’
such as comics, series and anime become more main- (Bogost, 2012) a sudden new lens through which to
stream and become the object of interest of the analyt- see and, most importantly, understand the world. In
ical eyes of scholars. Regardless of the concepts we use summary:
to fill the who, what and why of Humanities, I would
On the whole, this version of the digital human-
like to highlight particularly how they are independent
ities treats the digital as an adjective, a word that
from the how. It cannot be said to be completely inde-
modifies the unchanged notion of the human-
pendent since, as discussed previously, the digital
ities, leaving the core of what happened un-
debuts a social and cultural phenomenon that condi-
altered, instead updating the means by which
tions the framework of research. For instance, could
it is done (Parry, 2012).
Biology easily research cells if not for the discovery of
the microscope? However, the use of digital resources In fact, as Parry argues, using computers to engage in
to address research questions should not forcibly con- more complex and efficient text analysis does not dis-
dition who asks these questions, why they ask them, rupt the framing values of the field, instead, it simply
and what they do by asking them. It does condition, allows them to be performed on a larger scale and at a
however, how those questions are asked, and how the faster pace. DH employ computational media to rep-
answers are obtained. Technology is obviously not neu- resent, manipulate, analyze and interpret humanistic
tral, in the sense that, the more resources we have avail- data (Davidson, 2017; Poole and Garwood, 2018). It
able to obtain, collect and analyze data, the broader the then becomes clear that the digital is but a component
scope of questions we can formulate. The opportunities added to the humanities, a mere adjective used to
arising from the adoption of big and smart data in the denote the frame of activity without changing the pur-
humanities taps into the ability to reveal the ‘unknown- pose with which it is carried out, whether texts are
unknowns’ (Borne, 2013). In this case, the digital allows analyzed as clusters of data or word counting replaces
us to ask questions we would not think of before to a close reading of syntax. Regardless of the method,
obtain answers that would not be obtainable otherwise. the same goal is ever-present: ‘a hermeneutics of the
As a result, the unprecedented benefit of computers text meant to discern what it is a text (or a large cor-
and, by extension, of the digital, is that they ‘inaugur- pora of texts) means’ (Parry, 2012). In this sense, ra-
ate a school of critique, a new series of tools through ther than a rupture with the past, DH feature as an
which we can analyze texts’ (Parry, 2012). This means adaptation of humanities to the digital age, with
that this new methodology unveils a vast array of un- humanities remaining the focus, and with the focus
precedented possibilities of inquiry of traditional of humanities to remain bringing ‘the knowledge of

1136 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022


Digital humanities or humanities in digital

the complex intricacies of human society to light’ For these reasons, more than discussing whether
(Zeng, 2017, p. 10). Here, ‘text’ should be read in a DH are a science or an inter- or trans-discipline, it
broad sense of a record created in the course of a seems that it is more consensual to refer to it as an
human cultural activity, since images and video can intellectual space, a community or a movement that
be found amongst research data. operates through online networks in a transparent,
In turn, the increasing importance of the digital collaborative and dynamic manner. As Kathleen
component in humanities, as well in all fields of science, Fitzpatrick observed in 2010:
is not only extending the scope of research questions,
the key problems that we face again and again

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


but also affecting how scholarship is made. Specifically,
are social rather than technological in nature:
the rapid expansion of communication networks is
problems of encouraging participation in col-
enabling scholars to disseminate their endeavors
laborative and collective projects, of developing
through channels that defy tradition. Scholarly com-
sound preservation and sustainability practi-
munication is changing as researchers explore new on-
ces, of inciting institutional change, of promot-
line channels, from social media, such as Twitter (Ross
ing new ways of thinking about how academic
et al., 2012; Holmberg and Thelwall, 2014), to blogging,
work might be done in the coming years
not to mention the increasingly predominant open ac-
(Fitzpatrick, 2010).
cess to science. This embodies ‘a change not only in
tools and objects but in scholarship itself’ (Parry, 2012). Consequently, in a context of crisis in humanist stud-
As a result, the DH practitioners pride themselves in ies, the digital humanists are embedded with the pur-
developing new forms of scholarship that deviate from pose of bringing together the public and the
the secular academic traditional of individual solitary humanities, creating ways to collaboratively and de-
creation, towards a ‘community that comes together liberately raise public awareness about their research,
around values such as openness and collaboration’ teaching, and importance (Liu, 2012).
(Spiro, 2012). Additionally, it is possible to expand
the critique of the artificial highlight given to tools in
the very designation of DH. Why must this transition 3 Conclusions
into the digital require the addition of the adjective to
Humanities? Why do we not see discussions on Digital The initial corpus of 254 papers retrieved from the
Biology or Digital Engineering? These fields, amongst Web of Knowledge database, filtered down to 231
many others, were also massively affected by the advent after removing German texts, that kickstarted the ana-
of the digital culture. Yet, their designations remain lysis manifest an English bias, since this language rep-
unchanged. It is the author’s belief that the ‘digital’ resents 80% of the texts selected, followed by Spanish
has been added to Humanities as an attempt to create (5%) and Portuguese (2%). It has been noted that
a rupture with the past. I believe it to be a statement that most of the works reproduce projects and experiments
seeks to break free from the traditional imagine seclu- using digital tools, some of which do not proceed to
sion of humanitarian scholarship and refurbish the per- undergo a wider social and cultural analysis, therefore
ception of humanities as technologically updated and leading to a lack of cultural criticism, which is the
well positioned to take advantage of the resources the main purpose of humanist studies. This is considered
digital world in addressing its challenges. Nevertheless, to be a flaw induced by usage of computing tools as an
a scientific justification for the name change must be end, without understanding that they are but an en-
provided. So far, such discussion has been remarkably hancer of the research possibilities, and that it is up to
scarce in the literature. However, there is a probability the researchers to provide the explanations of the cul-
that, once the digital methods become common-place, tural and social phenomena.
the term ‘Digital Humanities’ will become outdated, In summary, the DH are being consolidated as a
and perhaps scholars will look back into our period community that engages in the use of tools and com-
and wonder if it had been more appropriate for us puters as unique opportunities to enrich the meth-
regard this emerging face of the field simply as odological approaches and provide more complex
Humanities in digital. answers to the social, cultural and political problems

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1137


A. Pacheco

that our societies face, that could not be researched DH concerned with theoretical discussion of the
and fully understood using traditional methods. transformations that the digital era brings upon indi-
However, this change in methodology does not rep- viduals and society. Amongst this debate could be
resent a change in the nature of the field since the questions such as privacy, identity, and virtual reality.
humanistic values of critical thinking remain at the
core of the research. More than a rupture, there is a
continuity, where we observe no more than an adap- Notes
tation to social transformation that the digital era
1. This article expands a previous publication by adding

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


brings upon our communities. This adaptation the discussion on scholarly primitives, updating the
includes blundering of the traditionally well-defined quantitative analysis, and revisiting the literature pub-
frontiers between humanities and scientific scholarly lished over the last two years. Originally published as
practice. Primitives that have been traditionally within Andre Pacheco (2018). Under the hood of digital
the boundaries of ‘hard sciences’, such as data man- humanities: toys or opportunities?. In Proceedings of
agement and collaboration, are being incorporated by the Sixth International Conference on Technological
humanities scholars as they adopt more data intensive Ecosystems for Enhancing Multiculturality (TEEM
methodologies and engage into more multidisciplin- 2018), Salamanca, Barcelona, October 24–26, 2018. 5
ary teams. pages, doi: 10.1145/3284179.3284223.
Finally, it can be noted a change in mindset in how 2. The website http://whatisdigitalhumanities.com/ is
humanists approach problems, toward a collabora- an interactive and playful example of this diversity
tive, open, transparent, and permanent discussion in of opinions. As of March 2020, it provides one ran-
the network. In time, it is my belief that there will be dom definition of Digital Humanities out of a pool of
no further need to use the adjective ‘digital’ and ‘digit- 817 every time the page is loaded.
al humanities’ will once again become ‘humanities’.
Until then, the adjective is necessary to indicate the
methodological, scholarly, and social transition. The Acknowledgements
crucial is that humanities do not sell their essence to
technology, becoming diluted in it, but instead con- This study was fully supported by the Portuguese
tinue doing what they do best: explore and study the Foundation for Science and Technology (Fundaç~ao
human phenomena, and actively engage with the para a Ciência e Tecnologia) under the PhD research
community to share their knowledge. The new meth- grant SFRH/BD/131004/2017.
ods available today, more than tools at our disposal to
play with, represent a remarkable opportunity for
growth and expansion, both at a level of scale of ana- References
lysis and complexity. Aiden, E. and Michel, J.-B. (2013). Uncharted: Big Data as a
As for future works, it could be interesting to ana- Lens on Human Culture. New York: Riverhead Books.
lyze how the growth in DH publications correlates to Allison, S., Heuser, R., Jockers, M., Moretti, F., and
the general growth of science, or if it represents an Witmore, M. (2011). Quantitative formalism: an experi-
exceptional phenomenon. Also, bearing in mind the ment. Literary Lab, 1(1): 1–5. Retrieved from https://
English-Speaking bias of this work, in the fields of litlab.stanford.edu/LiteraryLabPamphlet1.pdf
Library and Information Science, it could be valuable Bogost, I. (2012). The Turtlenecked Hairshirt. In Gold M.
to perform a similar endeavor in other databases, such (ed.), Debates in the Digital Humanities. New York:
as Scopus, and/or in different fields in order to per- University of Minnesota Press, pp. 241–42.
ceive if these research trends are present in other aca- Borgman, C. (2009). The digital future is now: a call to ac-
demic contexts. The granularity of the analysis of tion for the humanities. Digital Humanities Quarterly,
scholarly primitives could also be deepened. In add- 3(4). Retrieved from http://www.digitalhumanities.org/
ition, it seems that the scope of DH is still mostly dhq/vol/3/4/000077/000077.html
centered around the use of tools to perform research. Borne, K. (2013). Big Data, Small World: Kirk Borne at
It seems plausible to also further explore a branch of TEDxGeorgeMasonU [video file].

1138 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022


Digital humanities or humanities in digital

Burdick, A., Drucker, J., Lunenfeld, P., Presner, T., and Levine, G., Brooks, P., Culler, J., Garber, M., Kaplan, E. A.,
Schnapp, J. (2012). Digital Humanities. Cambridge, and Stimpson, C. R. (1988). Speaking for the Humanities.
MA: The MIT Press. https://doi.org/10.1108/S2044- American Council of Learned Societies. Retrieved from
9968(2013)0000007006 http://archives.acls.org/op/7_Speaking_for_Humanities.
Busa, R. (1980). The annals of humanities computing: htm
the index Thomisticus. Computers and the Humanities, Liu, A. (2012). Where is cultural criticism in digital human-
14(2): 83–90. https://doi.org/http://www.jstor.org/sta ities? In Gold M. (ed.), Debates in the Digital Humanities.
ble/30207304 New York: University of Minnesota Press, pp. 490–509.
Retrieved from http://dhdebates.gc.cuny.edu/debates/

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Chan, A., Chenhall, R., Kohn, T., and Stevens, C. (2017).
Interdisciplinary collaboration and brokerage in the text/20
digital humanities. Digital Humanities Quarterly, 11(3). McCarty, W. (2012). Collaborative research in the digital
Retrieved from http://www.digitalhumanities.org/dhq/ humanities. In McCarty W. and Degan M. (eds),
vol/11/3/000336/000336.html. Collaborative Research in the Digital Humanities.
Damian, I., de Almeida, M., de Mello, T., and Rodrigues, P. Burlington: Ashgate, pp. 1–10.
(2015). Convergências entre as Humanidades Digitais e a Meister, J. C. (2012). DH is us or on the unbearable lightness
Ciência da Informaç~ao. Ibersid, 9(II): 79–82. Retrieved of a shared methodology. Historical Social Research,
from http://www.ibersid.eu/ojs/index.php/ibersid/art 37(3): 77–85.
icle/download/4229/3824 Nederhof, A. (2006). Bibliometric monitoring of research
Davidson, C. (2017). Humanities and technology in the infor- performance in the social sciences and the humanities: a
mation age. In Frodeman R., Klein J. T., and Pacheco R. review. Scientometrics, 66(1): 81–100.
(eds), The Oxford Handbook of Interdisciplinarity. New OPERAS (2020). Want to join. Retrieved from https://
York: Oxford University Press, pp. 206–19. operas.hypotheses.org/want-to-join-operas
Fitzpatrick, K. (2010). Reporting from the Digital Palmer, C., and Cragin, M. (2008). Scholarly information
Humanities 2010 Conference. Chronicle of Higher work and disciplinary practices. Annual Review of
Education. Retrieved from https://www.chronicle.com/ Information Science and Technology, 42: 165–211.
blogs/profhacker/reporting-from-the-digital-humanities-
Palmer, C., Teffeau, L., and Pirmann, C. (2009). Scholarly
2010-conference/25473
Information Practices in the Online Environment: Themes
Holmberg, K., and Thelwall, M. (2014). Disciplinary from the Literature and Implications for Library Service
differences in Twitter scholarly communication. Development. Retrieved from http://www.oclc.org/pro
Scientometrics, 101(2): 1027–42. https://doi.org/10. grams/publications/reports/2009-02.pdf
1007/s11192-014-1229-3
Parry, D. (2012). The digital humanities or a digital human-
Ketelaar, E. (2007). Archives in the digital age: new uses for an ism. In Gold M. (ed.), Debates in the Digital Humanities.
old science. Archives & Social Studies: A Journal of
Minneapolis: University of Minnesota Press, pp. 429–37.
Interdisciplinary Research, 1: 167–91. Retrieved from
Retrieved from http://dhdebates.gc.cuny.edu/debates/
https://archivo.cartagena.es/doc/Archivos_Social_Studies/
text/24
Vol1_n0/10-ketelaar_archives.pdf
Poole, A. H., and Garwood, D. A. (2018). Interdisciplinary
Kirsch, A. (2014). Technology is taking over English depart-
scholarly collaboration in data-intensive, public-funded,
ments. New Republic. Retrieved from https://newrepub
international digital humanities project work. Library
lic.com/article/117428/limits-digital-humanities-adam-
kirsch and Information Science Research, 40(3–4): 184–93.
https://doi.org/10.1016/j.lisr.2018.08.003
Kirschenbaum, M. (2012). What is digital humanities and
what’s it doing in English departments. In Gold M. (ed.), Project Bamboo 2010. (2010). Project Bamboo. Scholarly
Debates in the Digital Humanities. Minneapolis: Practice Report.
University of Minnesota Press, pp. 3–11. Retrieved from Ross, C., Terras, M., Warwick, C., and Welsh, A. (2012).
http://dhdebates.gc.cuny.edu/debates/text/38 Enabled backchannel: conference Twitter use by digital
Koltay, T. (2016). Library and information science and the humanists. Journal of Documentation, 67(2): 214–37.
digital humanities: perceived and real strengths and weak- https://doi.org/https://doi.org/10.1108/00220411111109449
nesses. Journal of Documentation, 72(4): 781–92. https://doi. Ross, C. (2012). Social media for digital humanities and
org/https://doi.org/10.1108/JDOC-01-2016-0008 community engagement. In Warwick C., Terras M.,

Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022 1139


A. Pacheco

and Nyhan J. (eds), Digital Humanities in Practice. Spiro, L. (2012). ‘This is why we fight’: defining the values of
Cambridge University Press. https://doi.org/10. digital humanities. In Gold M. (ed.), Debates in the Digital
29085/9781856049054.003 Humanities. Minneapolis: University of Minnesota Press,
Scheinfeldt, T. (2012a). Where’s the beef? Does digital pp. 16–35. Retrieved from http://dhdebates.gc.cuny.edu/
humanities have to answer questions? In Gold M. (ed.), debates/text/13
Debates in the Digital Humanities. Minneapolis: Stanford Encyclopedia of Philosophy (2016). Nineteenth
University of Minnesota Press, pp. 56–58. Retrieved Century Geometry. Retrieved from https://plato.stan
from http://dhdebates.gc.cuny.edu/debates/text/18 ford.edu/entries/geometry-19th/

Downloaded from https://academic.oup.com/dsh/article/37/4/1128/6554036 by UNAM user on 02 March 2023


Scheinfeldt, T. (2012b). Why digital humanities is ‘nice’. In Tang, M. C., Cheng, Y. J., and Chen, K. H. (2017). A lon-
Gold M. (ed.), Debates in the Digital Humanities. gitudinal study of intellectual cohesion in digital human-
Minneapolis: University of Minnesota Press. Retrieved ities using bibliometric analyses. Scientometrics, 113(2):
from http://dhdebates.gc.cuny.edu/debates/text/36 985–1008. https://doi.org/10.1007/s11192-017-2496-6
Schnapp, J., and Presner, T. (2009). Digital humanities Unsworth, J. (2000). Scholarly primitives: what methods do
Manifesto 2.0. Retrieved from www.humanitiesblast. humanities researchers have in common, and how might our
com/manifesto/Manifesto_V2.pdf tools reflect this? In Symposium on Humanities Computing:
Schreibman, S., Siemens, R., and Unsworth, J. (eds). Formal Methods, Experimental Practice Sponsored by King’s
(2004). A Companion to Digital Humanities. Oxford: College. London. Retrieved from http://people.virginia.
Blackwell. Retrieved from http://www.digitalhuman edu/~jmu2m//Kings.5-00/primitives.html
ities.org/companion/ Zeng, M. L. (2017). Smart data for digital humanities.
Spanner, D. (2001). Border crossings: understanding the Journal of Data and Information Science, 2(1): 1–12.
cultural and informational dilemmas of interdisciplin- https://doi.org/10.1515/jdis-2017-0001
ary scholars. The Journal of Academic Librarianship, Zaagsma, G. (2013). On digital history. BGMN - Low
27(5): 352–60. https://doi.org/10.1016/s0099-1333 Countries Historical Review, 128(4): 3–29. https://doi.
(01)00220-8 org/http://doi.org/10.18352/bmgn-lchr.9344

1140 Digital Scholarship in the Humanities, Vol. 37. No. 4, 2022

You might also like