Abstract
This article explores the impact that a series of Archives Unleashed datathon events
have had on community engagement both within the web archiving field, and more
specifically, on the professional practices of attendees. We present results from
surveyed datathon participants, in addition to related evidence from our events, to
discuss how our participants saw the datathons as dramatically impacting both their
professional practices as well as the broader web archiving community. Drawing on and
adapting two leading community engagement models, we combine them to introduce a new
understanding of how to build and engage users in an open-source digital humanities
project. Our model illustrates both the activities undertaken by our project as well
as the related impact they have on the field. The model can be broadly applied to
other digital humanities projects seeking to engage their communities.
“If you build it, they will come.” Unfortunately, this does
not apply when developing digital humanities tools and infrastructure. Creating an
open-source tool and fostering a user community around it requires concerted efforts in
the realm of community engagement and outreach. It means building a community, which
involves scoping, involvement, and ongoing engagement. To support our web archive
analysis tools, our project team has run a series of “Archives
Unleashed” datathons, to help engage users not only just with our tools, but
with each other in an attempt to build a sustainable web archiving analysis community.
This article explores the impact that our series of datathon events have had on
community engagement both within the web archiving field, and more specifically, on the
professional practices of attendees. To do so, we draw on and adapt two leading
community engagement models, combining them to introduce our new understanding of how to
build and engage users in an open-source digital humanities project. Our model
illustrates both the activities undertaken by our project, as well as the related impact
they have on the field and can be broadly applied to other digital humanities projects
seeking to engage their communities. Ultimately, the six-stage community engagement
model emphasizes scoping, informing, consulting, involving, collaborating, and
empowering, in an iterative cycle where one can work to continually expand one’s
community.
We wanted to explore the following questions: how has our community been built? What
activities and approaches at these events had the most impact, and which ones could be
improved? What have been the lasting impacts of community engagement? And, finally, what
are the broader and long-term impacts of creating a community within the web archiving
community? These would be critical for both our project but also for others within the
broader digital humanities and library communities interested in similar issues around
community building and engagement.
Our specific focus is on our datathons, which were modeled on the broader
“hackathon” movement. Hackathons emerged in the early 2000s, primarily at first
to rapidly develop new computer software [
Briscoe and Mulligan 2014]. The term itself
combines the terms “hacking” and “marathon,” implying an “intense, uninterrupted period of programming”
[
Komssi et al. 2015]. Over two decades, hackathons have grown to encompass groups
as varied as cultural organizations, government agencies, venture capitalists looking
for new ideas, and other forms of innovation [
Concilio et al. 2017]
[
Pe-Than et al. 2019]. A growing body of literature explores how hackathons have
been adopted within fields as varied as academia, medicine, and civic “hacking.”
Indeed, the model is well-positioned for “enriching social networks,
facilitating collaborative learning, and workforce development”
[
Pe-Than et al. 2019, 15].
While our Archives Unleashed Project drew on the hackathon model, as it allowed for
short focused, yet intensive work periods, we made an early shift to use the term
“datathon” instead. Our first two events (in 2016 and 2017) used the term
“hackathon,” but our project team worried the nature of the term itself would
preclude bringing together a wide array of participants. Our project wanted to engage
with individuals in diverse roles within the web archiving field: not just computer
scientists and developers, but digital humanists, librarians, and curators. The unifying
feature of the events would not be “hacking” on a particular technology, but rather
exploring the implications of new data.
Our article begins with a brief background into the broader Archives Unleashed Project
and the ecosystem that our datathons exist in. We then define the communities we engage
with, both specifically and more broadly. Following this, we introduce the field of
community engagement and note the two main frameworks that we draw from, as well as how
they are combined. Then, through a series of eight interviews with datathon
participants, as well as related evidence from our events, we discuss how our
participants saw the datathons as dramatically impacting both their professional
practices as well as the broader web archiving community. We conclude this article with
lessons learned and how these models can be adapted to work for the digital
humanities.
Background: Web Archives and the Archives Unleashed Project
The world wide web, made public in 1991 by Tim Berners-Lee after being developed as
an internal tool at the European Organization for Nuclear Research (CERN), has grown
exponentially over the past three decades. Since its inception, the web has become a
significant site of social, cultural, economic, and political activity. Our lives are
increasingly mediated through technology, a current trend which has grown even
clearer with widespread remote working and social distancing amidst the COVID-19
pandemic. As one of the co-authors of this article has argued, “without using the web, histories of the 1990s will be incomplete for the most
part. Ignoring the web would be like ignoring print culture”
[
Milligan 2019, 20]. Recognizing the significance of the web to
the future historical record, beginning in 1996, the Internet Archive as well as
national libraries in Sweden and Australia, began to carry out the widespread
preservation of web content. This process, web archiving, can be understood as “any form of deliberate and purposive preserving of web
material”
[
Brügger 2010]. Web archiving has increasingly become part of research
agendas for national libraries and archives, as well as memory institutions around
the world.
As of writing, the Internet Archive holds over 900 billion URLs and 60 petabytes of
unique data (a petabyte being 1,000 terabytes). This figure is probably already
dated, as the Internet Archive roughly doubles in size every two years. Despite this
sheer amount of data, or perhaps because of it, access to this data has
lagged. The sheer amount of data, coupled with the lack of research tools, means that
scholars have, in many cases, not been able to carry out fruitful research with this
material. Given the importance of web archives to carrying out histories of the 1990s
and beyond, this is a serious problem. In other words, the data is there – and
considerable expertise has been developed in the collection of web archival data
– but the ability to work with it is not. In addition to the problems of scale, there
are technical challenges of working with Web ARChive (WARC) files, in which much of
this data is saved. We will return to WARC files shortly. Working with web archival
data requires an understanding of both high-performance computing and the command
line. This is, for the most part, out of reach for many scholars. They do not have
the time, the resources, the support, or the training to work with data at scale,
meaning that many research questions from the 1990s onwards cannot benefit from web
data. In other words, this data is increasingly important for research, but it is too
inaccessible for any research at scale.
Our Archives Unleashed Project thus provides scholars and researchers with tools to
explore historical internet content and reduce access barriers to large-scale web
archival data. Established in 2017 with funding from The Andrew W. Mellon Foundation,
the project grows out of a recognition that web archives are critical to
understanding the world around us, and that the scholarly community accordingly needs
approachable and user-friendly tools to access born-digital cultural heritage. The
Archives Unleashed Project exists in several scholarly communities as it is located
at the intersection of researchers, tools developers, and libraries. Our goal is to
improve scholarly access to web archives through a “multi-pronged
strategy involving tool creation, process modeling, and community building - all
proceeding concurrently in mutually-reinforcing efforts”
[
Ruest et al. 2020]. This multi-pronged process manifests itself in three
primary ways. First, the Archives Unleashed Toolkit, an Apache Spark libaray for
working with web archives directly. Secondly, the Archives Unleashed Cloud, a
cloud-hosted infrastructure and web-based front-end to run Toolkit jobs on WARC data
[
Ruest et al. 2021]. Finally, the project co-hosts Archives Unleashed
datathons with local partners. These two-day events bring an interdisciplinary group
of people together to collaborate and gain hands-on experience with web archive data.
At the datathons, users are encouraged to use our project tools – they structure the
sorts of projects that are undertaken. The Archives Unleashed Toolkit and Cloud were
created to provide complementary approaches to working with web archives at scale.
While digital content can exist in a variety of formats, both tools specifically work
with WARC files, as well as their ARC format predecessor. WARC files, an ISO Standard
(28500:2017), are essentially a container-file format that holds collected web
resources together. As the web archiving community has standardized around WARCs,
this has also made the development of a tool and analytics infrastructure possible.
However, as WARC files are inaccessible to the majority of researchers, so much of
the work of the Toolkit and the Cloud revolves around extracting “derivative”
files from web archives: familiar formats such as extracted text files, network
graphs, or statistical information. For example, when exploring the text of a WARC,
several filters can be applied including date, language, keyword, domain, or URL
patterns. This also means that projects can be carried out on a wide variety of
languages; we have seen successful examples of users working with collections in
French and German.
The datathons are the centerpiece of the Archives Unleashed Project’s community
engagement strategy. We want to make sure that the Toolkit and the Cloud both reach
users and are responsive to their needs. As Niels Brügger has argued, there is great
value in “cooperation between web-archiving institutions and
Internet research communities”
[
Brügger 2010]. Our approach to community building has taken several
shapes, from providing robust open-source code documentation, running a Slack group
with open sign-up for sharing and discussion, regularly blogging, providing a
quarterly e-mail newsletter, and – crucially, hosting the datathons discussed here.
We also strive to develop educational resources for attendees, building relationships
with like-minded projects and institutions (from the Internet Archive to university
libraries to national libraries in North America and Europe), and also, participate
in scholarly activities that support and foster information sharing.
Our first datathons predated the Archives Unleashed Project. Between March 2016 and
June 2017, an earlier project team (including two of this paper’s authors) carried
out an initial sequence of four events. These were broader events, primarily focused
on networking and building capacity in the web archiving community (described in
Milligan et al. [2019]), and included 148
attendees from thirteen countries broadly drawing from web archive curators, digital
humanists, and computer scientists.
This paper focuses on the subsequent four datathons as part of our Mellon-funded
project. These events were co-hosted with and held at the University of Toronto
Library (April 2018), Simon Fraser University Library (November 2019), George
Washington University Library (March 2019), and Columbia University Library (hosted
online due to COVID-19, March 2020). Collectively, these four datathons have engaged
with over 70 participants from seven countries and fifty unique institutions.
Participants were predominantly from Canada and the United States, with participants
from five additional countries including the United Kingdom, Germany, New Zealand,
Egypt, and Hungary. While datathon events were open to a broad spectrum of
information professionals, the majority of participants came from the higher
education sector: university faculty and graduate students, librarians, and
archivists. We had some smaller representation from national archives, non-profit
organizations, museums, and independent researchers. In terms of diversity, we did
not collect information on racial backgrounds, gender identities, or educational
backgrounds; we are accordingly reluctant to make assumptions about our attendees or
interviewees.
These datathons had three primary goals. First, they were designed to introduce
individuals to tools and methodologies of working with web archives at scale.
Secondly, would allow attendees to engage in conversations to facilitate knowledge
sharing and scholarly collaborations. Finally, the events aimed to foster community
around open-source Archives Unleashed tools and web archive practices. While datathon
participants bring a diversity of intellectual and personal perspectives to the
events, in general, they can be categorized as access providers, tool builders, and
data explorers. For the Archives Unleashed Project, focused on fostering an
open-source community, these events would be pivotal for our community engagement
strategy.
Community Engagement
When thinking of community engagement, we were principally informed by the broad
definition advanced by Liz Weaver and colleagues in a paper written for the Canadian
Tamarack Institute, an organization dedicated to engaging with citizens to grapple
pressing community issues. Weaver et al. define community engagement as “people working collaboratively, through inspired action and
learning, to create and realize bold visions for their common future”
[
Waley et al. 2010]. For organizations and institutions, community engagement
is an opportunity to build active relationships with individuals and other entities
for mutually beneficial exchanges. Community engagement is vital as it builds a
relationship that actively seeks to understand the goals, needs, aspirations,
concerns, and values held by a community [
Moore et al. 2016]. Without
engagement and understanding of a community’s composition, there can be
misunderstanding, misrepresentation, miscommunication, and missed opportunities.
Before discussing community engagement models, we need to briefly define what we mean
by community. Community is a surprisingly difficult term to define, as meta-reviews
of scholarly definitions suggest (in addition to those below, see
MacQueen et al. [2001]). We use the definition
suggested by Cobigo et al.: “A community is a group of people
that interact and support each other, and are bounded by shared experiences or
characteristics, a sense of belonging, and often by their physical
proximity”
[
Cobigo et al. 2016, 195]. Indeed, while the web archiving community is
largely virtual, our datathons (apart from our one held online due to COVID-19)
assembled people together in a physical setting to foster community as well.
Accordingly, when we speak of the larger web archiving community, we refer to
individuals, organizations, groups, and institutions that have a shared focus on
experience and engagement with web archiving activities and research.
Within this broad community there is our Archives Unleashed community, composed of
those who who engage with our platforms and support project work. While the web
archiving community is multidisciplinary, it can be a resource-intensive process.
Accordingly, national libraries and post-secondary educational institutions are
overrepresent within the web archiving field (along with the non-profit Internet
Archive), providing significant contributions in the form of education, professional
development opportunities, services, and tools. The professional backgrounds of these
sources are reflected in the demographics and backgrounds of most of our
participants.
Community engagement is critical for many other domains, including business and urban
development [
Fredericks et al. 2016]
[
Mitra 2016], medical [
Joosten et al. 2015], environmental [
Fernandez et al. 2016], open-source and technology development [
Decker et al. 2015]
[
Link and Jeske 2017], education [
Gribb 1992], libraries [
Reid and Howard 2016]
[
Tharani 2019], and social sciences such as archaeology [
Leiuen and Arthure 2016]. Across these studies, however, there are few canonical
community engagement models or frameworks; rather, most of the studies reflect on
specific case studies or activities, and broad understandings of how engaging
communities can benefit a specific group or organization. We did, however, identify
two models that could be adapted as a framework to better understand the goals and
approaches of the Archives Unleashed Project when it came to community building and
engagement. We primarily base our work on the first model, although we draw on
elements of the second as well.
The first model is the Open Community Engagement Process (OCEP) model, developed and
operationalized by the Water Science Software Institute (WSSI). The OCEP model draws
on development methods from Agile Software Development and the Open-Source software
development community [
Ahalt et al. 2013, 42]. This model approaches
community engagement both iteratively and incrementally. Their vision is illustrated
as an infinity symbol, with communities continuing to gain knowledge through all
steps. Crucially, for our own purposes, the WSSI model features “hackathons,”
finding barriers, and disseminating ideas through publications; all of these are
critical aspects of the Archives Unleashed Project, especially the first. The
limitation of the model, however, is its complexity. OCEP includes fifteen stages, is
three dimensional which makes for complicated diagramming, and is difficult to
explain. OCEP is also arguably, for our purposes, too focused on software development
and does not have the wide range of applications that we want to provide.
The second model that we draw on is the International Association for Public
Participation’s (IAP2) “Spectrum of Public Participation.”
IAP2’s model describes five critical stages of community engagement (IAP2 2018). The
first is to inform, or explain an opportunity available to the community. The second
is to consult the community. The third is to involve the community in planning,
implementing decisions, project design processes, and ensure widespread
understanding. The fourth is to collaborate, or to work together to find solutions.
And finally, the spectrum closes with empower, or providing the community with
resources and skills to make their own decisions. While community engagement looks
different in each sector, the processes are broadly applicable and work well for the
Archives Unleashed Project. Understandably, there is no one-size-fits-all-model, as
each sector and discipline have unique sets of needs. While we found the stage model
of IAP2 attractive for being action-oriented, it lacked the stage and flow
organization of OCEP. Accordingly, we combine them as seen in Figure 1.
From the IAP2 model, we drew from the spirit of the five-stages of community
engagement: informing, consulting, involving, collaborating, and empowering. In this,
we are not alone. The IAP2 model has been applied to “project and
program development in fields ranging from health care to environmental planning,
particularly in Australia and Canada”
[
Powell et al. 2010]. As IAP2 focuses on an engagement dynamic originally
rooted in government-civic relations, we have adjusted the categories to fit with
Archives Unleashed Project priorities, our governance structure, and our activities.
For example, our project goals were already defined, so while we do consult with our
community for feedback and input on development processes, many overall decisions are
made by the project team, not by community vote. This would be the case for many
digital humanities projects. It is also important to note, that while we’ve adapted
OCEP’s infinity shape for our community engagement framework, stages do not
necessarily happen independently or one at a time.
We present the six stages of our model below. Note that the datathon process only
appears at stage three of this six-stage process – when we begin to “consult” with
the community – but as the first two stages provide invaluable context, we felt it
was valuable to provide an overview of all of them.
The first stage is to scope. If we look to the aforementioned OCEP model, we can
describe our first stage of community engagement where we scope or identify a problem
or challenge, which becomes “the driving question [which] serves
as an incentive for a specific subset of the community to participate in the OCEP
Open Community Engagement Process] process”
[
Ahalt et al. 2013, 44]. This stage drives purpose and objectives. Once a
problem or challenge has been defined, it is critical to identify the scope of
stakeholders that will collectively make up the community we are engaging. In this
stage, we ask: who is our target audience, what types of individuals, organizations,
or groups are we trying to represent and reach? Who is affected by our “driving
question?” With our Archives Unleashed Project, we leveraged previous work on
the “Warcbase” project (an Archives Unleashed Toolkit predecessor) to identify
needs and barriers of scholars within the digital humanities and social sciences,
when working with web archives [
Lin et al. 2017]. Through this experience and
outreach at diverse conferences and workshops, we gained a sense of who was being
affected by high barriers of access to web archives. Scoping and identifying allowed
our project to focus on three user-types: academics and scholars (specifically within
the humanities, social sciences, and the specific area of the digital humanities);
digital access content providers (primarily librarians and archivists), and tool
builders (with a focus on those in computer science). Note that this scoping provided
the background for the basic structure of our datathons.
The second stage is to inform. The inform stage, as defined by IAP2, is “to provide the public with balanced and objective information to
assist them in understanding the problems, alternatives and/or solutions”
[
IAP2 2018]. Throughout this stage, it was important for the Archives
Unleashed team to share information and summaries around the project goals,
objectives, and road mapping, as well as bring awareness to web archiving access
barriers, and raise an understanding of why our project was important for the
community. One of our initial major activities was to develop a presence on several
information-sharing platforms. This was to both deliver information and grow a
supportive community. Specifically, we used Slack as a way of supportive two-way
communication between the team and the community, as well as encouraging peer-to-peer
discussions and information sharing practices. An accessible signup form allowed for
quick access to our Slack space, and crucially, we could add additional targeted
channels for specific aspects of our project, as well as spaces for general
discussions. We also set up a quarterly newsletter and regularly-published blog
posts.
The third stage is to consult. In our project, this laid the groundwork for the
datathons. As IAP2 identified, the purpose of consulting with a community is to open
dialogue in which individuals can provide “feedback on analysis,
alternatives and/or decisions”
[
IAP2 2018]. This stage identifies the importance of both asking and
listening to voices within the community, and to inform development cycles and
approaches by the Archives Unleashed team. We achieved this in several key respects:
an advisory board, discussions at datathons (as described in this paper), as well as
formally through user surveys and interviews. Indeed, much of the research behind
this paper exemplifies our consultation process.
The fourth stage is to involve, which for us, centered around the datathons
discussed in this paper. This stage speaks to an active mode of participation from
the community. IAP2 defines this stage as a way “to work directly
with the public throughout the process to ensure that public concerns and
aspirations are consistently understood and considered.”
[1] While our project, as an academic one funded by a granting agency, does not
involve community participation at the ultimate decision-making level, involvement
has taken the shape of working collaboratively with our community on tools
development.
Involving our community has been the primary goal of our datathon events, intending
to build a community around the tools that would complement and contribute to the
broader web archiving scholarly community. As attendees participate in our datathons,
they create connections that can support future research collaborations and the
sharing of skills and practices with their broader networks. As the OCEP model
suggests, by participating in events like our datathons, attendees are exposed to
ideas, methods, approaches, skills to address web archiving challenges that may not
have “emerged using traditional disciplinary methods and that
require synthetic knowledge”
[
Ahalt et al. 2013, 45]. In other words, the datathon model we adopted as
a key activity in our involvement stage draws perspectives and approaches from the
community that we otherwise would not have encountered. Notably, involvement overlaps
with the consultation stage.
The fifth and penultimate stage is to collaborate and establish partnerships. Here,
too, the datathons represented a building of both collaborations with our community
and amongst them. The Archives Unleashed Project aims to foster interdisciplinary
collaborations as we sit at the intersection of technology, cultural heritage, and
researchers. Interdisciplinary and multi-institutional collaboration also provides
opportunities for information and resources to be shared more widely. The datathon
structure has provided a glimpse into the ways Archives Unleashed has stepped into a
role of an intermediary for peer-to-peer collaborations and peer-to-institutional
partnerships. As one participant (R4, introduced later in this article) suggested,
Archives Unleashed became a “broker of data,” which for some participants
created a necessary connection between awareness and knowledge by bridging a gap to
accessing web archives data. This has been an active element of our project, and
includes formal partnerships with academic institutions to explore their collections,
co-host datathons together, and crucially build relationships with other projects and
institutions within the field, such as the Internet Archive. Crucially, it has been
critical to identify and develop relationships with projects and organizations that
could help us foster interoperability between projects (such as data transfer APIs or
adapting web-based notebooks).
The final stage, then, is to empower. The IAP2 model defines the empower stage as,
“To place final decision-making in the hands of the
public”
[
IAP2 2018]. However, the Archives Unleashed model approaches
empowerment in a way which encourages and supports the confidence and skills of an
individual to work with web archives, and addresses the objective of lowering
barriers to web archives. Beyond the active participation of empowering our users
through the datathons, we also seek to give resources to the community through
learning guides (text and image-based documents that provide a tutorial-based
approach to working with data), videos, and publications which explain our workflows
and approaches.
Why the infinity symbol? Ultimately, it reflects our approach to long-term
sustainability. After empowering users, we need to consider the scope and think about
what the subsequent projects and iterations will look like, and the opportunities to
further community engagement and enrichment; we then begin to move through the model
again. Cognizant of long-term use of our tools and projects, we are reluctant to post
a firm ending to the model.
This was thus our project’s landscape. We wanted to explore the impact of the
Archives Unleashed datathon events on community engagement through a robust
understanding of these models and the broader scholarly landscape. We return to these
two models later in the paper, as we explore how they meaningfully integrate to help
make sense of the Archives Unleashed Project’s approach to community engagement.
Methods
To understand the impact of our events and inform our proposed community engagement
model, we turned to interviews with participants from our event. To do so, we
compiled a list of all participants who attended our Mellon-funded datathons between
2017 and 2019 (notably our events in Toronto, Vancouver, and Washington DC). Our
primary goal was to craft interview questions and discussions to shed light on steps
3 – 6 (consult, involve, collaborate, and empower). By applying the model to our
datathon, we aimed to validate our proposed model.
Our datathons sought to bring together individuals across three discrete categories,
as identified by our scoping phase. First, attendees from libraries and archives, –
predominantly from post-secondary institutions- or whose professional role was
largely related to curating web archives. Secondly, attendees from the tool-building
community, or those whose professional roles largely related to developing software
for archiving or analysis. And, finally, researchers, or those whose professional
role mostly revolved around using web archives for scholarly research. As our
datathons are roughly structured to include a third of their attendees from each
group, we wanted to interview across these three categories [
Milligan et al. 2019]. Some basic information on the flow of the datathon
can inform the discussion that follows. Our datathons involve teams working in small
groups of between four and six individuals. These groups ideally spanned the three
main participant groups (tools builders/library and archives/researchers) and indeed,
represented diversity within those sub-categories, spanning the range from libraries,
archives, sociology, social media and society scholars, humanists, software
developers, government documents librarians, and so forth.
Datathons provided an open and collegial environment that allowed for the organic
formation of new collaborations and connections. For some attendees, it was a chance
to finally meet people they knew about or follow in the web archiving community but
had never had a chance to meet face-to-face with; while for others, it was an
opportunity to forge an entirely new network. The datathon also afforded participants
the opportunity to meet individuals they would not have met in any other context.
These networking opportunities are especially challenging as there are significant
barriers within the web archiving community, especially as it comprises of so many
institutions, organizations, projects, and individuals from diverse backgrounds. As
the community developed organically over two decades, there is no one overarching
body or group to look to, but rather clusters of groups have formed around specific
organizations (such as meetings at the Society of American Archivists, or digital
humanities conferences, or regional professional groups, or national libraries).
Within the structure of the datathon event, there are various elements and activities
geared towards fostering an open and welcoming community, and helping individuals
develop a sense of belonging. To encourage team formation, we run a sticky note
exercise at the event’s beginning to bring people together into teams. Participants
were encouraged to write down research questions on one coloured sticky note, web
archive collections of interest on another, and finally, tools and infrastructure on
another one. They place their sticky notes on surfaces as organizers physically
cluster the notes to identify emerging themes, and encourage physical groups of
people around those themed clusters. After three or four iterations, teams would be
in place [
Milligan et al. 2019]. This method was adapted from the field of
participatory design [
Walsh et al. 2013].
The sticky note exercise was critical as teams are, of course, the core of the event.
Indeed, the teams that emerged out of this were fundamental in fostering group
dynamics and belonging. As there were no prescribed research problems or questions,
teams were free to decide on the datasets, methods, and research questions –
identified during the sticky note exercise and refined while in their groups. Some
groups did have a technical expert who they could rely on, but many others would need
to work together to approach some of the daunting technical barriers presented by
WARC files and difficult tools. Cognizant of limitations of individual’s personal
laptops or bandwidth constraints at events, we provide cloud-hosted virtual machines
which participants could access remotely.
After working on their projects for two days, the event culminated with final
presentations. Teams would have up to five minutes to present their findings, usually
through a slide show or dynamic demonstration, and then answer one or two questions
from the audience. Judges, selected by the host organization, would then pick one
“winner” who received a token prize of Starbucks gift cards (chosen mainly
because of their cross-border accessibility).
For this paper, a total of eight semi-structured interviews were conducted via
Skype, and subsequently transcribed for reviewing and coding to identify emerging
themes and relationships. All interviewees consented to have the interview recorded
and agreed to be identified in any ensuing publications with a description of their
professional role. While all interviewees had attended at least one of the three
Mellon-funded datathons, four of them had also attended pre-Archives Unleashed
Project datathon. We will introduce each interview subject again below in prose as
they appear in results, but for convenience we use abbreviations for subsequent
mentions. They are listed in Table 1.
Code |
Description |
Category |
R1 |
Librarian, large national library |
Library/Archives |
R2 |
Librarian Developer, large U.S. private university |
Tools Developer |
R3 |
Faculty Researcher, large U.S. public university |
Researcher |
R4 |
Graduate student and developer, large U.S. public university |
Tools Developer |
R5 |
Librarian, mid-sized Canadian university |
Library/Archives |
R6 |
Archivist, large U.S. private university |
Library/Archives |
R7 |
Graduate student and developer, mid-sized U.S. public university |
Tools Developer |
R8 |
Graduate student researcher, large U.S. private university |
Researcher |
The interview questions revolved around three general areas. First, we were
interested in interviewees’ professional background and experience, as well as their
scholarly interests. We wanted to understand their knowledge and experience with web
archiving prior to attending the datathon. Secondly, we explored their datathon
experience, focusing on their overall experience and impressions from the event,
their familiarity with similar events, and crucially whether their scholarly
community or practice has changed as a result of the datathon. Finally, we concluded
with general questions around their thoughts on the future of web archiving,
including challenges, opportunities, and gaps that they deemed relevant to the future
of the community. These questions were developed as a means to understand the degree
to which Archives Unleashed had successfully created a scholarly community, how the
datathons impacted community formation, and what, if any, were the impacts on the
broader web archiving community.
Results
The following section is divided into our main themes: backgrounds and pre-existing
knowledge of web archiving, the impact of the datathon experience (notably
skill-building, exposure to diverse practices, community formation, and inculcation
of a sense of belonging), the datathon within the web archiving community context,
and finally, general reflections on the future of web archiving and barriers in the
field. As noted, these all primarily shed light on steps 4 – 6 (involve, collaborate,
and empower) of the community model. For convenience, an overview of findings is
provided in Table 2.
Theme |
Summary of Findings |
Knowledge of Web Archiving and Backgrounds |
- Knowledge of archiving was primarily based on and accumulated through
professional experience and employment, not formal training.
- Datathon increased knowledge of web archiving on both a high level
(theoretical aims, goals, systems) and a granular level (technical
skills).
|
Impact of the Datathon on Professional Practice |
Datathon contributed to skill-building
- All agreed their technical knowledge and skills increased as a result
of their participation.
- It was a unique opportunity to work directly with web archival data
and specific analysis tools.
- Final projects allowed participants to share information, approaches,
and methods for working with web archival data.
- Helped participants make a stronger case for web archiving within
their institutions and communities.
|
|
Exposed attendees to diverse interdisciplinary
perspectives
- Small group collaboration allowed participants the opportunity to work
with a diverse range of perspectives.
- Participants had to adapt and communicate across disciplinary
lines.
|
|
Fostered community formation
- Created a space in which individuals would not have otherwise
met.
- Participants are equipped with skills to be ambassadors within the
broader web archiving community.
- The datathon also influenced a shift for participants who attended
multiple Archives Unleashed datathons, as they organically grew into a
mentorship’s role both at the event and within the larger
community.
|
|
Fostered a sense of belonging
- Event activities and elements were designed to foster an open and
welcoming atmosphere.
- The sticky note exercise, adapted from participatory design, helped
individuals find colleagues and topics they most identify with.
- Working together in organically formed groups, individuals felt like
their frustrations, limitations, and struggles with technical barriers
could be empathised by others due to this shared experience.
|
Areas for Improvement |
- Two-day time limit and diminished energy on projects after the
physical meeting is a constraint of the datathon model.
- Limited discussions on broader issues relating to policy, ethics, or
theory.
- Technical expertise within each group varied.
|
The Road Ahead |
- Overall optimism for future directions of web archiving: increased
access to web archives and promise of scholarship.
- Consensus about the value and significance that web archives bring to
a wide range of disciplines.
- Time lag between archival dataset creation and their use.
|
Table 2.
Summary of interview results
Knowledge of Web Archiving and Backgrounds
The first step in understanding a community has to be understanding its composition.
Where do members come from? What technical or social knowledge of web archives did
they have? Accordingly, we asked participants about their varied professional
backgrounds and scholarly interests. As attendees at a datathon, the participants
interviewed all in some way worked with web archives in their current or most recent
position: whether they were conducting crawls for institutional collections,
providing access to researchers, or creating tools to interact with web archival
data. While working in the field, however, when asked about the ways in which they
had become familiar with web archiving, many pointed to an accumulation of knowledge
based on practice through work experience. Knowledge, in a sense, was a result of
trial-and-error and through professional positions, rather than through formal higher
education training. This was seen across the board from those with degrees in the
LIS, humanities, engineering, and computer science disciplines. Indeed, experience
was often obtained outside of the field but applied to it. For example, one librarian
working at a large national library (R1) had previously worked with special media
formats at scale, an experience which lent itself well to web archiving. Another
librarian working at a large research library (R2) had been working with social media
data. With both examples, we see a pattern where previous experience with diverse
digital formats carried over to their work in web archiving.
All eight participants agreed that the Archives Unleashed datathon had increased
their knowledge of web archiving (generally related to higher-level thinking –
theoretical aims, goals, processes) outside of any technical skills they learned. One
respondent, a researcher at a large U.S. public university (R3), noted that the
datathon provided foundational knowledge of some of the working parts and concepts
within web archiving, for instance, WARC files, derivatives, as well as the
possibilities of web archiving analysis. R2 emphasized that the datathon validated
for them the connection between web archiving and scholarly research. For R2, as well
as two additional interviewees – one a graduate student and digital humanities
developer (R4) and another a digital scholarship librarian at a Canadian university
(R5) – the event brought an understanding of how researchers may want to use and look
at web archive data. This was important for both tool developers as well as
librarians to help inform their ways to support users and colleagues. Finally,
another participant – an archivist at a large U.S. private university (R6) – remarked
that the event had helped them to think about “what we might change on our end as the
staff members creating these collections, to allow for this other kind of research
that we hadn't really supported before at our institution.”
Impact of the Datathon on Professional Practice
With backgrounds established, we wanted to explore the degree to which our events –
as an exercise in community engagement – had meaningful impacts on professional
practices. We can cluster their responses into four main themes. First, the datathons
contribution to skill-building. Secondly, how the event exposed attendees to diverse,
interdisciplinary perspectives. Thirdly, how the events fostered community formation;
and fourthly – and finally – how our events fostered for some a sense of belonging.
We explore each of these in turn.
Despite the varying levels of experience that participants brought to the datathon,
all agreed there were several important lessons and skills they took away from their
datathon experience. This meant building or adding to their technical repertoires,
even amongst those with technical expertise coming in. For those who work with web
archive collections as part of their professional practice, such as R3 and R4, their
primary focus during their everyday work is to collect information. This means that
they rarely have opportunities to, really dig in and work with the data up close.
Indeed, this ability to work with the data itself is where the datathon model shined
for participants. By digging into the mechanics of data and the intricacies of tools
in a small, supportive environment, group collaborations led to discussions around
the challenges, limitations, and other structural practices of web archiving.
Notably, the wrap-up activity – where the groups presented their final projects – was
noted by participants as an opportunity to showcase final projects and to share
information.
A number of specific tools were learned, as well. All respondents mentioned the
Archives Unleashed Toolkit. Social media analysis tools such as twarc (
https://github.com/DocNow/twarc),
APIs, and approaches to visualization were also common answers. Notably, R4 noted the
importance of learning Spark: “prior to the second workshop, I
really had never used Spark before. I kind of knew what it was but just had never
spent the time to learn how to use it,” and argued that future work and
collaborations would not have emerged if they had not attended the datathon and
learned how to use Spark. The overall impact of the event on lowering barriers was
also noted by R8, a graduate student at a large private U.S. university, who
expressed ongoing efforts to “help archivists to feel more
confident or less afraid of the technology of command line and things like that so
that they could use Archives Unleashed and the tools that you're developing. Don't
be afraid of it. This is great. That's the great thing about the datathon,
right?”
Another crucial dimension of the datathon was helping participants make a stronger
case for why professions needed to adopt these methods and approaches to web
archiving. In other words, it allowed them to better advocate for the value of web
archiving within their institutions and communities. As R1, the librarian from a
national library described, institutions and organizations are “not as likely to put money towards it or they’re not as likely to just believe in
it” without tangible outputs or use cases like one might see coming out of
a datathon. This was echoed by R6, an archivist at a large U.S. private university,
who indicated that it is hard to advocate for web archiving “when
administrators often want statistics and usage numbers and quantitative reasons to
support the work, we can’t necessarily say that people are using web archive
yet.” As R5, the librarian at a mid-sized Canadian university considered,
institutions may not also “realize the commitment that’s needed
to do this well.” Through tangible examples, R5 expressed that though their
mandate as a digital scholarship librarian, “I find that
explaining to them why this is important, how they can use this technology, all of
a sudden it becomes less of an abstract fear and more of an oh, I see why this is
important and why I want to learn it.” By being able to showcase actual
projects from the datathons, participants were able in turn to bring lessons and
approaches back to their institutions.
Exposure to Diverse Perspectives
Similarly, participants regularly commented on the benefit of working in small groups
(discussed in the previous section) with a diverse range of perspectives unified only
in some cases by a shared interest in web archiving. Given the event, this was
sufficiently cohesive. Indeed, as R7 (a graduate student and developer at a mid-sized
U.S. public university) noted, it represented an “opportunity to
network with like-minded people.” The range of perspectives and background
groups was in and of itself a real boon. R7 spoke at this at length, highlighting
that:
You don’t realize how much you don’t understand until you
try to explain something that you think is obvious. So that’s something I think
really came out when I was working with teams, was trying to convey things that
seemed obvious to me, or intuitive to me, but then other folks were rightly
questioning “why would you do it that way?” and I would say, “well how else
would you do that?” Basically, going back and forth was really
educational.
This back-and-forth would be represented in the final projects as well, as R7
stressed how this creativity was borne out in the final presentations. For example, a
researcher with a flair for visualization could make a concept come alive. R7
reflects, in these final presentations, participants could “transform[ing] topics that you never really thought you could take a look at and
making them into visual representations.” Similarly, connections between
different disciplines could pay off in the long term. R8, a graduate student, was
able to connect with an archivist as part of their datathon team, leading to critical
insights around data brokering, collections strategies, and beyond; as she expressed,
“a lot of things sort of came together just through that one
interaction with her. And that led to a lot of insights for me,” noting
that they corresponded after the event as well.
Community Formation
While us organizers had the initial goal of building community around the specific
Archives Unleashed Tools (i.e., community with our project),
coincidently, we were able to encourage connections within the
community that did not involve our tools. Indeed, part of this was simply breaking
down disciplinary barriers. One of our attendees, R6, an archivist at a large private
university, saw the event as helping to “break down the
librarian, archivist versus scholar researcher dichotomy ... all of [these] people
are in the same room equally as peers.”
Indeed, through the interviews, we saw community formation taking shape as
participants emerged as ambassadors within the web archiving community, their home
institutions, and professional communities. For example, R3 – a faculty researcher at
a large U.S. university – drew a direct relationship between the datathon and their
current scholarly practices. For them, the skills and connections learned at the
event allowed them to expose colleagues to web archiving practices and demonstrate
the possibilities that WARC files provided. Another, R2, the librarian developer at a
private U.S. university, noted that it informed their own development work on a
related project that used WARCs and some of the web archiving APIs. When it came time
to work on this project, the datathon “gave us confidence that
when we were trying to do the same thing, that it was the right way to
go.”
Within the series of events that were run, participants who attended multiple events
matured in their participation as they could mentor new attendees. R7 noted that the
first time they attended the event, they were “still learning
what a WARC was,” and R3 reflected that “the projects
that [they] worked on became increasingly more technical over multiple
datathons.” Crucially, these repeat attendees shifted organically into a
mentorship role, having the confidence to help other group members based on the
technical skills and expertise developed iteratively over datathons.
Sense of Belonging
In general terms, the world of web archiving is unfamiliar and unintuitive to
researchers, librarians, archivists, and even some tool builders. At the same time,
those who work in the field are quickly confronted with an overwhelming and
intimidating amount of data in a relatively idiosyncratic file format (in that WARCs
are seldom encountered outside of the web archiving field). To lower these barriers,
we want to inculcate a sense of belonging.
A sense of belonging has been defined in a critical article by Hagerty et al. as
“the experiences of personal involvement in a system or
environment so that persons feel themselves to be an integral part of that system
or environment”
[
Haggerty et al. 1992]. Peer support and a sense of belonging have been
identified as two critical factors for overall mental health as well amongst
students, and are essential goals of our events as well (drawing on our experience as
educators as well) [
McBeath et al. 2018]. A sense of belonging is critical to
whether an individual participates in a broader community.
The importance of the sticky note exercise in creating a sense of belonging came
across in the interviews. As R7 explained, “we did the exercise
on the board with the Post-Its and things like that, and I think that really
helped me find a group and also find something of interest.”
This was also nurtured through sustained group work. As R3 noted, there was a
recognition that the “majority of people were in the same boat
because working with web archives is difficult.” By being able to work
together, the events for many “normalize[d] the experience with
the tools and the technology and limitations” as R3 explained. R4, a
graduate student and developer at a large U.S. university, saw the event as akin to a
“travelling web archive or reading room,” and by making
data accessible to teams (many of whom who could now talk to the curating librarian
responsible for the data) we were akin to a “broker of data.” Indeed, these
partnerships were mutually beneficial as participants were able to access web archive
data, at the same time, attention was brought to unique institutional datasets that
exist, but may not be widely known about.
Areas for Improvement
While participants were positive around the overall impact – conveyed through
post-event surveys and interviews– ideas did arise around how this event model could
either be better refined or perhaps would not fit all of our community-building
goals. Some of these, notably the diverse range of technical expertise or
disciplines, as well as the slowed momentum of collaboration after the event [
Komssi et al. 2015], were expected. Other suggestions led us to engage more
deeply with pedagogical literature.
The focus on “data,” implicit in the name “datathon” itself, had some
downsides. It led to an emphasis on technical issues and working with discrete
datasets themselves, which had the effect of preventing discussion on broader issues
to do with policy, ethics, or theory. R3 gave an important example of “issues of representation and what this means and what these gaps
mean that aren't data specific” as something that did not feel welcome at
the event as a topic of discussion. One could look at a dataset, but this left out
questions that might (as R3 again noted) allow us to “look at the
whole [web archiving] life cycle.”
With such technical questions and the overall ethos, issues were also raised around
the diversity of technical expertise. As teams largely formed themselves through the
collaborative team building exercise, some teams ended up without much in the way of
technical strength. R6, an archivist at a large U.S. private university, found
themselves in such a group and wished that there had been more of an expectation for
peers (even if they were in another group) to help “peers who are
struggling to get them more towards a middle ground rather than identifying the
people who are doing a really stellar job and pushing them farther ahead from the
folks who are struggling.” We were inspired by this, and in future
grant-funded work, are pursuing a formal mentorship program to help pair expertise
with researchers in a more targeted and inclusive way.
Finally, the loss of momentum after the event was a shortcoming identified by
interviewees and our project team alike. The short two-day nature of the event means
that it largely relies heavily on exploratory projects that may not have a readily
apparent route forward to a larger study or publication. It also reflects the
difficult nature of the tools, and how outside of the resources provided by the
datathon, they may continue to be too difficult. However, we need to consider that
engagement is not just a short-term milestone, nor is it just using a particular
toolkit or approach. Rather, it is again community. Several
participants noted that while they do not use the tools, they do have them tucked
away as a resource to recommend when a patron or a colleague might want to work with
web archival data.
The Road Ahead
Participants were all asked about their thoughts on the future of web archiving.
While broad in nature, this question was met with optimism from respondents who were
generally excited about the direction of web archiving and the opportunities for
scholars, access providers, and tool builders (and everyone in between). On the
collection side, R2 (librarian developer at a large national library) saw a shift
from national to institutional collecting, which would notably involve “large growth in subject-based collecting that is likely to be of
more value for both the historical record and for scholarly work.” As well,
there was a consensus that web archive collections hold immense value for current and
future researchers, and web archives have – as R3 explained – “a
potential to add a lot more rigor and also allow us to share data and in lots of
other spaces.” We also saw that most participants were happy about the
Archives Unleashed Project; R7, for example, noted that they felt “feel very good about the tools that you’ve been developing, like
those are exactly the right sorts of tools and tearing down the right sorts of
technical barriers that are going to make the adoption happen faster.”
Yet there was also a sense that the process of web archiving analysis might be ahead
of where researchers are right now; that we are, perhaps, along with the web
archiving field more generally, laying the groundwork for future work. As R2 notes,
while there is undoubtedly “long-term massive significance to
[this] scholarly activity ... [it will] happen in a timeframe that will be
frustrating long ... [but the pace of adoption] should not at all be taken as a
reflection on the significance of the work.” R1, a librarian at a national
library, remarked that Archives Unleashed “opens the door to
(those computational) conversations because it starts to break down [barriers to]
the technical part.” Indeed, use of archival collections often lags behind
their creation; as R6 argued, “in archives we take a pretty long
view of time and history, and just because (few) are using it now doesn’t mean
that people aren’t going to want it (web archive data).”
Conclusions: An Emerging Community Model
Stage |
Archives Unleashed Activities |
Engagement Preparation |
Stage 1: Scope
- Identify the problem or question.
- Identify stakeholders that comprise the community.
|
- Leveraging experience from our previous Warcbase project.
- Identifying needs and barriers of digital humanities scholars.
- Categorize stakeholder groups: researchers; digital access content
providers; tool builders.
|
Stage 2: Inform
- Provide information so that the community can understand present
problems and potential solutions
|
- Share information and summaries around our project objectives, and
proposed pathway.
- Establish information sharing platforms with regular
engagement.
- Offer opportunities for contributions.
- Provide regularly monitored lines of communication.
|
Stage 3: Consult
- Conduct an open dialogue with the purpose of gathering feedback from
the community.
|
- This stage involves the project leadership asking questions and
actively listening.
- Assembling and consulting with an Advisory Board.
- Conducting surveys and interviews.
|
Community Outreach |
Stage 4: Involve
- Work with the community to ensure community concerns and wishes are
considered.
|
- For the Archives Unleashed Project, we interpreted this stage as a way
of working collaboratively with the community on tool development.
- A primary undertaking has been directly involving community members in
our Archives Unleashed datathons.
- Sharing skills and practices with the community, growing out of
datathon experiences.
|
Stage 5: Collaborate
- Collaborate and establish partnerships.
- Foster interdisciplinary collaborations, both peer-to-peer and
peer-to-institution.
|
- Partnerships with academic institutions for the purpose of resource
sharing and exposure, specifically web archive collections.
- Datathons offered a significant connection between institutions who
created web archive collections and researchers who wanted to use
them.
- Broader collaboration and partnerships fostered interoperability with
other web archiving projects and tools.
|
Stage 6: Empower
- Encourage and support scholars in building confidence and skills
needed to work with web archives.
|
- Datathons empowered individuals through learning opportunities.
- Project invested in developing accessible learning-based resources,
for instance learning guides, video tutorials, and documentation.
- Resources aimed at empowering users to feel comfortable and confident
when exploring web archives
|
Table 3.
Summary of the Archives Unleashed Community Model approach
Through this, an emerging community model takes shape for both the Archives Unleashed
Project as well as our role within the broader ecosystem; this has implications for
other digital humanities projects. It is summarized in Table 3. Archives Unleashed is
located within the web archiving ecosystem, with important links to the digital
humanities, historical, computational social sciences, and computer science fields.
From these interviews and our own experiences, we understand that “if you build it, they will come” mentality does not work, and
active engagement to build relationships and communities is essential. The goal
through datathons was to build a community around our tools that would complement and
contribute to the other connections taking shape.
From our earlier discussion, we identified two community engagement frameworks – the
Water Science Software Institute’s Open Community Engagement Process (OCEP) and the
International Association for Public Participation’s (IAP2) “Spectrum of Public Participation,” and brought them together in our
Archives Unleashed community model. We can see that our combination of the OCEP and
IAP2 models works reasonably well, capturing the breadth of activities taking place
through our datathons. IAP2 captures the main categories, more or less; and OCEP
captures the need to see the cycle as an infinite loop, where we continually navigate
and improve as we move through the community engagement model.
Overall, the Archives Unleashed Project has successfully built a community around the
scholarly practice of exploring web archives and created unique opportunities for
individuals with a wide variance in backgrounds, skills, and experience to connect
and collaborate. All participants identified at least one, and in many cases several,
tangible skills that they learned. They also spoke to the important aspect of having
the opportunity to forge new collaborations, which have positively impacted their
professional practices and research collaborations. It also bears out the hackathon
literature, which suggests the ability for these events to “enable building a community of users and strategic networks,”
[
Komssi et al. 2015, 64] seen in our discussions around community
formation, a sense of belonging, and skills acquired by participants through the
Archives Unleashed datathons.
Without community engagement, projects would live and work in silos. The models we
engage with here, as well as the modified version that we advance, are all part of
the broader ways in which our projects and others in the digital humanities create a
space for and recognize collaborative and interdisciplinary work.
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