Of Historical Mapathons, Seeds, and Graphs

“To make a digital historical gazetteer, it would help to have a digital historical gazetteer.” — anonymous

The World-Historical Gazetteer project (WHG) is soliciting contributions of place data (attestations of places in historical sources) from any region and period, in any quantity, in order to link them in a “union index” and thereby link the research that discovered them. Almost all of the historical sources are texts or tabular datasets, and although text sources often include descriptions of relative location (e.g. in a province or near a river) rarely do either include geographical coordinates. Considering that one of the main reasons we record place names in such sources is to map them or further analyze and compare them, this presents a problem.

A Problem

If we look up the names in the global modern place authority sources like GeoNames, Getty Thesaurus of Geographic Names (TGN), DBpedia, or Wikidata (a process commonly called “reconciliation”) we obtain generally poor results. Many historical names are no longer in use, many refer to multiple places, and many potential matches get lost in the shuffle due to varying transliteration schemes, alternate spellings, and OCR transcription errors.

A typical scenario we encounter is that a sizable majority of places referenced in a historic text or corpus remain un-located after reconciliation against modern authorities and are therefore not mappable. Granted, mapping is not always the point, but it is often an essential goal. Even if it isn’t, some graphical or otherwise computable representation of the spatio-temporality in a historical source usually is.

We are coming to realize there are some steps we as a community can take to improve this situation: “historical mapathons,” “prioritizing seed datasets,” and “geographical graphs.”

Historical Mapathons

To quote Wikipedia, “a mapathon is a coordinated mapping event.” Until now they have almost always involved adding features to OpenStreetMap in a area for which they are relatively sparse, often in response to a disaster. Mapathons might occur in a single room, where some guidance (and/or pizza) is provided to participants, or “virtually” – where anyone across the globe makes contributions using a web-based software like the iD map editor.

A historical mapathon is a coordinated mapping event where the activity is “feature extraction” for one or more historical maps. That is, tracing features as point, line, or area geometries, along with the associated place name and potentially other attributes the cartography offers. This activity has been performed routinely by creators of historical GISes and others, but we’re aware of only one web-based group “crowd-sourced” virtual mapathon – GB1900, the self-described “name transcription” project of University of Portsmouth in 2017-18 (results). Over a period of many months, volunteers transcribed over 2.5 million text strings represented on Ordnance Survey six inch to the mile County Series maps published between 1888 and 1914. The result is a dataset that should prove immensely valuable to historians of Britain in that period. We can assume that if the GB1900 data is indexed by WHG (our intention), future efforts to map texts of the period should be improved greatly. This is one example of the “seed” principle discussed below.

Seed Datasets

Thanks to the Pleiades project, “a community-built gazetteer and graph of ancient places,” researchers wishing to study the geographies of texts of and about the ancient Mediterranean can locate a very high proportion of place references found in their sources. The Pelagios Commons’ Peripleo project has used Pleiades data as a “seed” in a growing index of place attestations. Records of places within the index are continually augmented with further attestations of places contributed by others. Over time the index has been expanding, spatially and temporally. WHG is following on from Peripleo, extending its aims in a few ways and offering unlimited spatial and temporal coverage. Therefore, seed datasets for particular regions and periods are highly desirable for us.

A seed dataset can take a few forms and might come from a few directions: 1) a repository of attestations laboriously curated by a group of scholars over time (e.g. Pleiades); 2) a historical geographic information system (HGIS), also laboriously developed by one or more scholars and derived from cited primary and secondary sources (e.g. China HGIS, HGIS de las Indias); 3) a historical mapathon.

An Example

Two datasets at the top of our long queue of pending contributions are Werner Stampl’s HGIS de las Indias, and “the Alcedo gazetteer” [1]. Each is fairly comprehensive for 18th century Latin America (~15k and ~18k records respectively). Alcedo happens to be one of over 200 sources for HGIS de las Indias, and there is considerable overlap in coverage. The LatAm Gazetteer project, recently initiated under a Pelagios Commons micro-grant, developed digital text versions of Alcedo and its English translation from scanned images, and from those, a dataset of headwords and place types. At that stage, effective reconciliation with modern gazetteers was impossible — for example, Getty TGN has eight distinct Acapulco listings in modern day México. The original entry text reads, “situada en la Costa de la Mar del S,” which could narrow the possibilities considerably, but there is no ready way to send that phrase as actionable context when searching TGN.

LatAm research developer Nidia Hernández was then able to match 60% of the Alcedo entries to an Indias HGIS entry, and because it has containing districts, provinces, and countries (with geometry), we can record those topological relations and ultimately improve results of the reconciliation to Getty TGN. Still, we have thousands of records that are locatable only by painstaking reading of the original entry, which might still place them only in relation to entities that no longer exist or whose names have changed. A mess! And commonplace.

What we can take away from this is a) it helps to have a large authoritative “seed” for any given region and period – like HGIS de las Indias in this case; and b) in any case, it would help immeasurably to have data from historical maps of the period in place before working with texts — data developed in historical mapathons, that is. Maps provide approximate geometry and a hierarchy of “within” relationships, making reconciliation to modern gazetteers easier, and a “nice to have” option rather than essential.

Realizing a Historical Mapathon

Extracting (tracing) place data from old maps can be tedious and time consuming, so it’s best if a) highly motivated groups do it; b) it’s limited to a few key maps per group; and c) tools are available to make it as easy as possible. The steps involved are:

  1. Choose a few maps having the desired coverage and a viable license (e.g. using Old Maps Online or the David Rumsey Map Collection).
  2. Decide on an encoding strategy: what to digitize and whether to geo-rectify each map to a modern map. This will vary according to the group’s purposes and the individual maps’ cartography. If the distortion is not too extreme, digitizing features will produce estimated geometries that may be of value.
  3. If indicated, geo-rectify maps using desktop GIS (QGIS, ArcMap) or a web-based tool like MapWarper or Georeferencer (built in to the Rumsey site or standalone). This important step is best done by someone with experience at it or willingness to master it.
  4. Have group members use an online tool to view the map(s) (overlaid on a “real-world map” if geo-rectified) and create point, line, and polygon features according to the encoding strategy of Step 2. Saved data can be downloaded and mapped at any stage, and when complete, uploaded to WHG as a contribution.

Having completed this, any subsequent groups attempting to map texts of the region and period in tools like Recogito should see radically better results. Over time: more seeds like this, an easier contribution workflow to WHG, better coverage generally, leading to a true world historical gazetteer resource.

Next steps

The roadblocks to staging a historical mapathon right now are a) the lack of a single tool designed specifically for Step 4*; b) lack of straightforward tutorial for Steps 1-4. The WHG team is committed to working on both of these, and to have them in place by mid-July 2019. We’ll post progress periodically. In the meantime, think of which maps you’d really like to mine in this way, and who you might get to join your mapathon team.

*It should be noted that in some scenarios for non-georeferenced maps, the Recogito tool can be used as is. In that case, all that’s missing is a workflow for converting “within” relationship tags to the Linked Places format used for contributions to WHG. The result will be a graph dataset that could be useful for some purposes.

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[1] The 1787 “Diccionario geográfico-histórico de las Indias Occidentales o América” (Alcedo) and its English translation (Thoimposn, 1812).

Progress and Next Steps, Jan. 2018

The World-Historical Gazetteer project (WHG) has been under way for six months, and we’d like to let people know what progress we have made and our immediate next steps.

Progress

  • We digitized the index of “Atlas of World History,” a 1999 Dorling-Kinderley volume edited by historian Jeremy Black. This has given us approximately 10,000 places to seed our “spine” gazetteer, including cultural places like settlements, states, regions, peoples, and archaeological sites, and natural features like rivers and mountain ranges. Each entry is associated with one or more of the atlas’s 450 maps, each of which has a temporal coverage.
Georeferenced places from Black Index and societies from D-Place
Georeferenced places from Black atlas index (red) and societies from D-Place (green)
  • We have aligned approximately 70% of places in the atlas index with records in GeoNames and/or DBpedia so far, giving us geometry, additional name variants, and Wikipedia abstract text. In the near future we will also align records with the Getty Thesaurus of Geographic Names. A significant proportion of unmatched entries simply aren’t in existing gazetteers — but will be in ours!
  • We have gathered several data sets to augment the spine with additional cultural and natural features that will allow us to contextualize place records in our interfaces in some novel ways:

Societies (peoples) and related language regions (D-Place)
Rivers and lakes (Natural Earth)
Watersheds (World Resources Institute)
Mountain ranges (Natural Earth)
Terrestrial ecoregions (biomes; World Wildlife Federation)
Major ocean currents (NOAA)

  • In September, we held a kickoff meeting in Pittsburgh. Participants included members of our four data partner teams, several experts from the historical Linked Open Data “ecosystem,” and members of the Pitt and Carnegie Mellon digital humanities and library communities. We received a lot of valuable input, much of which we have compiled into a set of 70 “user stories.” These will inform design of our data models, graphical interfaces and API.
  • Our initial mapping of cultural features indicated that, as expected, some regions are somewhat under-represented. We are identifying a few significant historical print gazetteers and maps, digitization of which can help rectify the problem, and facilitating the work to extract and publish that data. The first such project will help fill a gap for 17-18c Latin America – the 1786 “Diccionario geográfico-histórico de las Indias Occidentales ó América,” and its 1812 English translation.
  • We also have worked to position our project in the the ecosystem referred to earlier. Over the past year, Technical Director Karl Grossner served as co-coordinator of the Linked Pasts Working Group of Pelagios Commons, which recently published a white paper – now open for comment as a shared document – “From Linking Places to a Linked Pasts Network.” We view WHG as joining Pelagios’ Peripleo system as a place-centered Linked Pasts Network Hub; more about that framing effort in due course.
  • We have begun experimental integration of the Getty Thesaurus of Geographic Names (TGN) into the WHG system. This extraordinary resource (~2.5 million geo-referenced places; ~4 million place names) has, like most existing gazetteers, limited temporal information. We’d like to facilitate temporal annotations to all indexed place records, as we move towards a truly historical gazetteer system.

Next steps

Following a mid-January 2018 system design charrette, database and software development begins in earnest. Early design plans will be published for comment.

Data development will continue throughout the duration of the project, and discussions with several prospective data partners are ongoing. Our goal is supporting communities of researchers specializing in particular regions and periods, and guiding them to publishing place data we can incorporate in our “union index.” The initial focus is on Colonial Era Latin America and West Africa, Maritime Southeast Asia, and Early Modern Europe, but we welcome inquiries concerning any region/period combination.