Introduction
In March 2020, the DARIAH ERIC, a pan-European research infrastructure for the
arts and humanities, was deeply engaged in the planning for their May annual
event, putting final touches on its three-day schedule of papers, panels,
posters and meetings featuring reflections on the twentieth anniversary of the
publication of John Unsworth’s seminal paper on the “Scholarly Primitives” of humanities research. And then, suddenly, we
weren’t.
Like so many other events in 2020, the DARIAH Annual Event had to be postponed
and ultimately moved online due to the global COVID-19 pandemic. For DARIAH,
however, the difficult process of coming to terms with losing our opportunity to
share knowledge and exchange ideas in our usual vibrant format was accompanied
by two strong resonances. First of all, as a distributed organisation, the
DARIAH community was somewhat ahead of the curve in terms of moving to online
meetings. While the rest of the world seemed to be just discovering the joys of
“Zoom fatigue” and that seminal
cri de
coeur of the virtual meeting “please mute your mic,” DARIAH
was already a heavy user of this platform since 2016, and had developed a robust
calendar balancing virtual and face-to-face interactions for its core and
peripheral team members so as to maximise the utility of each mode of
interaction. Watching the transformation of professional interaction from our
position of relative experience with virtual work made us uniquely sensitive to
the manner in which the blunt instrument of videoconferencing was suddenly
needing to be applied to nearly every human interaction, many of which had not
been imagined as use cases when the tools were designed. We were finding
ourselves in a period of the “virtual incunabular”
(drawing on the idea developed in [
Crane et al. 2006] of the “digital
incunabula”) where the usage of a new knowledge technology was being
applied according to the norms and affordances of an older one, and not always
with fully satisfactory results, a model alternatively referred to by [
Weinberg 2020] as the “online insert” model.
We were inspired not only by our observations of the incunabular, however, but
also by our sensitivity, honed by our engagement with the digital humanities, to
the research and exchange processes that our chosen event theme of “Scholarly Primitives” had made us so aware of. It was
an accepted truism that virtual interactions were impoverished and lacking, but
there was very little investigation of exactly what was missing and, as a
corollary, what functions could be easily transposed to the virtual format, and
what ones could not. Rather than merely accept or ignore these simplistic
insights, we decided instead to approach this question of efficient scholarly
communications as a research challenge, to be framed by the research question
how one might apply the concept of scholarly primitives to our communal, social
knowledge-creating and -sharing processes, breaking down the functions of the
scholarly meeting in the same way that Unsworth had with research processes. Our
central argument was that through such an application of canonical DH theory we
could better understand a different, but not unrelated, subset of our research
practices within the digital humanities, as well as develop widely transferable
insight regarding the tactical use of virtual interactions that might transcend
the virtual incunabular. Had we not been long aware already of the fact that we
should be reconsidering our modes of interaction within the research ecosystem
in the light of climate change anyway, the late 2019/early 2020 rush of opinion
pieces questioning academic conferences would have certainly brought this to our
minds (see for example [
Wolff 2019] and [
Macdonald 2020]), and, as these commentators also emphasised,
COVID-19 was our sudden and unwelcome, yet undeniably still fertile, opportunity
to participate in a grand experiment.
The experiment this positionality inspired us to undertake was centred on the
need to pivot our development of the physical event planned for May to a virtual
one, but this virtual event would seek to harness different interaction
paradigms from those we had thus far been considering. To do this we would draw
from scholarship on scholarly interaction and knowledge exchange, on carbon
neutral conferencing, but also pedagogical paradigms and the methodologies of
“critical making”
[
Ratto 2011]. With this event, which we eventually came to refer
to not as a conference but as a Virtual Exchange (VX) event, we would seek to
maximise audience engagement and interaction, minimise participant cognitive
load, foster serendipity and discovery, and deeply explore the human side of
what happens at scholarly meetings. What follows is an account of how the DARIAH
VX team theorised, built, lived and evaluated this attempt to play to the
strengths of the virtual scholarly meeting, and the lessons we learned in the
process.
Informing a novel approach to scholarly meetings: Primitives, NCN Events and
beyond.
In 2000, John Unsworth presented a tentative list of
scholarly
primitives, described as “basic functions common
to scholarly activity across disciplines, over time, and independent of
theoretical orientation”
[
Unsworth 2000]. The immediate intention underlying Unsworth’s
explication of scholarly primitives was to suggest some (recursive) functions of
humanities scholarship that might be usefully embodied in tool-building in
humanities computing. Unsworth’s list comprised seven discrete functions —
discovering, annotating, comparing, referring, sampling, illustrating and
representing — with Unsworth further noting that “referring” and “referencing” are the two
true primitives, as they are in some way related to all of the others.
In an interview conducted in 2011, Unsworth reiterated the point that his list of
scholarly primitives was not intended to be exhaustive. Rather, in his initial
contribution he welcomed and encouraged debate on the subject. Indeed,
Unsworth’s approach of using scholarly primitives as a means of understanding
humanities’ research processes and building digital tools for scholarship in the
humanities has been, and continues to be, the subject of much discussion within
the fields of Digital Humanities and Information Sciences. The following sample
of that body of literature gives an overview of these trends.
In a 2009 report on the state of knowledge of scholarly information behaviour
compiled for the Online Computer Library Center (OCLC), Carole Palmer and her
co-authors presented an adapted definition of Unsworth's concept of a primitive
“by emphasizing a sense of the primitive as something at
the base or beginning of a larger process”. This amended definition
was closely related to the authors’ concept of scholarly information activities
which emphasised “the explicit role of information in the
conduct of research and production of scholarship”
[
Palmer et al. 2009, 7]. Palmer et al. derived a framework of five
core scholarly activities — searching, collecting, reading, writing and
collaborating — with two or more primitives identified within these broader
categories. Similar to the “true primitives” of
Unsworth’s model, the authors also distinguish four cross-cutting primitives
that are related to at least two individual scholarly activities. [
Palmer et al. 2009]
The following year, the US-based Project Bamboo (2008-2012), a
cyberinfrastructure initiative for the arts and humanities, published the
findings of a series of workshops held in 2008 with an international cohort of
digital humanities practitioners with the aim of charting “a
direction for cyberinfrastructure development in the humanities”
[
Project Bamboo 2010]. This report identifies thirteen themes of
scholarly practice and the authors of the report map the Bamboo themes to
Unsworth’s scholarly primitives and Palmer et al.’s scholarly information
activities [
Palmer et al. 2009]. In 2014, Annie Murray and Jared
Wiercinski further developed this body of research by supplementing it to better
reflect the specific activities of humanities scholars who work with audio
formats [
Murray and Wiercinski 2014]. Moreover, Murray and Wiercinski
recommend familiarity with the work of Unsworth, Palmer and Project Bamboo as
the foundation for an evidence-based design methodology for building digital
tools for humanities scholars.
Unsworth’s Scholarly Primitives had been highly influential in the context of
DARIAH. During DARIAH’s preparatory phase, Sheila Anderson et al. combined the
related concepts of methodological commons and primitives “to map research work in arts and humanities e-Science, and to assist in
scoping the research infrastructure for the European project DARIAH”
[
Anderson et al. 2010]. Lastly, in the context of this brief review of
the literature on scholarly primitives that informed and inspired the DARIAH VX,
the Scholarly Domain Model (SDM) proposed by the Digitised Manuscript to
Europeana (DM2E) project proposed to bridge the “practices
of humanist research approaches in both the analogue and digital
world”
[
DM2E 2015, 8–9]. The SDM, which consists of four “different layers of abstraction” — Areas, Scholarly
Primitives, Scholarly Activities and Scholarly Operations — was based on the
assumption that an understanding of Unsworth’s Scholarly Primitives is
fundamental to any model of the scholarly domain [
DM2E 2015, 9].
This long tradition of discourse and practice in the theory and application of
scholarly primitives did not necessarily prepare the DARIAH group (later to
become the VX Event Programme Committee, the authors of this paper) to
intentionally apply these frameworks in the specific context of scholarly
meetings, however. Our first exercise as a group, therefore, was to try to
translate the various components of a typical scholarly meeting into their
functions (the results of which are summarised in Table 1).
Component |
Presumed or possible function(s) |
Papers, roundtables, keynotes |
Knowledge sharing, verification and certification |
Poster sessions, networking events, hallway chats, coffee
breaks |
Semi-structured and serendipitous individual or small
group interactions |
“Social listening,” common experiences, registration, name badges,
buffet dinners, “letting hair down” with professional peers |
Shared Experiences for community identity building |
Workshops, sidebar meetings |
Collaborative work and learning |
Table 1.
DARIAH VX Preliminary List of Scholarly Activities and Primitives in
Meetings
These results were in some ways not surprising: for example, some elements of a
scholarly meeting would inevitably map on to the traditional mechanisms for
formal scholarly communications (i.e. the registration, dissemination,
certification and archiving functions of scholarly publishing) (c.f. [
Roosendaal and Geerts et al. 1997] and [
Prosser 2013], as cited in
[
Van de Weel and Praal 2020, 26]). Other aspects seemed to
recognise that for the digital humanities at least, the shifting of traditional
practices of sole authorship and single scholarship to more collaborative modes
of knowledge co-creation [
Edmond 2016], were driving the scholarly
exchange space to be ever more an opportunity to also meet specific milestones
for the work of subgroups attending. Perhaps most interesting in the light of
later findings, however, was the large amount of space and time we could
identify at events that was dedicated to the development of informal networks
and social capital. This of course represents trends in the wider scholarly
communications ecosystem, but also a certain irony, given that the rise of
printed periodicals in the late 17th century was driven in large part as
mechanism by which to preserve ephemeral fragments of knowledge that tended to
disappear after the informal exchanges from which they originated [
Fyfe 2019, 9].
We were able to apply two further measures to attempt to check any unconscious
biases we might be inadvertently allowing overt influence over the event we
would design, namely a wider literature review and an effort to crowdsource
further input for our model from our event itself. To deliver on the first of
these, we sought out existing adjacent research literature to inform our
activities, in particular work on “Nearly Carbon Neutral” (NCN)
professional meetings was of great relevance for the questions it had been
asking about how and why we might meet in the future, albeit from a perspective
driven by environmental sustainability, rather than a global pandemic. Given its
connections to the DH community, of special interest were the set of
pre-publication blog posts and releases for the collection
Right Research: Modelling Sustainable Research Practices in the
Anthropocene
[
Rockwell et al. forthcoming]. In particular the taxonomy of
“presences” developed there, highlighting social, cognitive and
leadership presences, as well as the space where research agendae can be
negotiated [
Rockwell et al. 2020a] provided the DARIAH VX team with a
perspective on the values of the scholarly meeting that organised similar
observations to our own according to a different organising principle.
Clancy [
Clancy 2020] provides an excellent review of research
across a number of fields into the question of whether conferences facilitate
collaboration. In spite what one might see as a relatively narrow, STEM specific
conceit underlying the studies he cites (the measure of collaboration being a
shared publication or funding application within a relatively limited period of
time) the results did still provide a resounding confirmation of the vibrancy of
interactions as a facilitator for knowledge consolidation, with one study [
Boudreau et al. 2017] demonstrating that being in a randomly assigned
discussion room increased the probability of submitting a joint grant proposal
by 75%. On the other hand, as the author concluded, these studies all focussed
on face-to-face interaction itself, not in comparison with virtual alternatives.
Interestingly, we found that our conceptualisation of the virtual scholarly
meeting from the ground up led us to very different conclusions from some of the
existing literature. Two particular points of departure were the benefits of
asynchronicity as proposed by [
Rockwell et al. 2020b] and the capacity
for virtual meetings to be more inclusive (a benefit cited by [
Byrd forthcoming]). On the former issue, while of course making
materials available in multiple formats provides some benefits, our analysis of
the social and intellectual processes involved in a scholarly meeting led us to
believe that it was precisely the informality and ephemerality of many of these
engagements that delivered the most value, and that enhancing their formal
aspects might achieve a different aim, but not perhaps the most crucial ones of
supporting openness and disruptive thinking and interaction. On the second
issue, while we would agree that anything that increases access to knowledge for
marginalised groups is a benefit, we saw strong threats possible that the
virtual could lower barriers in some ways only to raise them in others. This
could bring not only the impact of technical digital divides and time zones more
to the fore, but of course also make it more difficult to hear voices, such as
those of early career researchers, that might not come in to such a meeting
already confident or empowered. It could perhaps also perpetuate assumptions
that just because someone
can log in to a meeting from their home
means that they
will be afforded the time and space they need to
truly participate.
The unprecedented times made us aware of a need to gather perspectives specific
to the current moment as well, however. We therefore decided that, in the spirit
of inclusivity and engagement we wanted to place at the heart of the DARIAH VX
event, we would also solicit input from participants at the point of
registration as to what they felt the latent and manifest purposes of scholarly
meetings were, and what place these events held for them in the landscape of
inputs and opportunities they might have for personal and professional
development. In the registration form, we included two sets of questions. The
first question asked: “Please give us up to three of your
most important reasons for attending meetings with other
researchers.” We also asked, for each example, whether the person
felt that a given “primitive” was better served by the analogue context,
the virtual context, or both. The second information request was more open, and
designed to explore the anecdotal and emotional weight of scholarly meetings:
“Please share with us your strongest memory of a
scholarly meeting (positive or negative)”.
Ultimately, 85 people registered for the event and filled in this information,
from which we then extracted and aligned key terms with each other (as we had
not controlled the participant’s vocabulary) and with our enriched internally
defined set of functions. While the crowdsourced responses to the first question
did not contradict the initial framework, they did enrich it greatly, and
brought out a couple of key nuances, in particular the very strong weight given
to the informal, open-ended aspects of the interaction meetings enabled and fact
that these “people processes” were perceived to be far less well-served in
the virtual environment than those that supported the circulation of ideas.
These responses were distilled into the following visualisation in Figure 1.
What perhaps is more interesting and surprising for its intensity, if not its
content per se, was the overwhelming preponderance of strongly positive accounts
given in the personal anecdotes. With one exception, all of the responses to
this question related not just positive experiences, but very strongly positive
ones, deeply personal and often life-changing. An extract of some of the common
terms appearing in this corpus is as follows in Table 2.
Inspiration, Productive, Passion, Creativity, Liberating
departure from the norm, Different contexts coming together, Taking
risks, Discovery, Unique ideas, Contacts made, Connections solidified,
Still vivid, Conversations through the night, Lasting impact, Curiosity
and motivation, Feel part of a community, Share, Delighted, Supportive,
Friends smiling, Warmth, Glad to be valued, Recognised, Positive
experience |
Changed my attitude, Changed my life |
Table 2.
Emotional Vocabulary of Scholarly Meetings, Extracted from Participant
Anecdotes
This led us to conclude that while the manifest purpose of scholarly meetings
might well be achieved in a number of ways, the latent purpose of building
careers, friendships and professional identities was not only present, but
exceptionally strong.
Creating the Virtual Exchange Event
We decided upon a suite of seven tactics that we felt would have the most impact
on making the event both informative but also different, in the sense of the
idea of paradigmatic regression developed by Joris van Zundert [
Van Zundert 2016], questioning preconceived notions in the attempt
to achieve something different. These tactics were as follows:
- A pre-workshop virtual exhibition to allow participants to “settle
in” to the cognitive space
- Use of plenaries to establish a common set of themes, informal tone,
build community and instill certain social norms
- Incorporation of crowdsourced insight from registration into the
event, including professional assessments and personal anecdotes
- Emphasis on breakout session discussions
- Embed a contrasting, but complementary, arts research
perspective
- Keeping technologies deployed few and simple
- Rich and open communication before the event and documentation
afterward
This set of guiding principles and the instruments that delivered them mapped
onto our refined set of primitives we wanted to address as per Table 3, which
are discussed in more detail below.
“Primitive” or transversal |
Our Response |
A. Management of the constraints: transparent technology,
‘channelled’ distraction |
Small number of commonly used, well-tested tools, well
prepared and socially supported implementation, strong
‘narrative’ |
B. Community identity building and sharing of experiences,
embodied and situated learning |
Sharing of stories, ‘crowdsourced’ plenary, unique format
and informal tone, artistic reflection, opening breathing exercise,
Embedded ‘Liveness’ project |
C. Serendipitous discovery, making (new, contextualised)
connections between ideas and people |
Break out session format and interactions, exhibition,
encouragement to network |
D. Semi-formal knowledge sharing: presenting, learning,
feedback |
Plenary, approach to documentation (recordings, notes,
capture, reports), pre-event questionnaire, post-event survey |
Table 3.
Mapping Primitives to Event Activities
A. Managing the technologies and data: before, during and after the event
Mapping the above considerations about the scholarly primitives of online
events into the practicalities of setting the virtual stage for the
synchronous event also entailed making informed choices about the technology
we relied on. The enormous impact the COVID-19 pandemic had on IT
infrastructures and especially on online meeting services (see e.g. [
Abusaada and Elshater 2020], [
Zaveri 2020]) made the
ethical complexities inherent in their use, acquisition and development,
together with how exposed we were to them (see e.g. discussed in [
Stoviac 2020], [
Lau 2020]) even more malleable.
Although many of us would have preferred an open source alternative
(particularly given some of Zoom’s privacy issues, see [
Doyle et al. 2020]), we had to prioritise three core criteria at
short notice: reliable performance, rich functionality, and the degree of
familiarity of DARIAH communities with the tools in question. We also wanted
to ensure we followed best practices shared in our broader communities, such
as the experiences of the COPIM team with moving events online and setting
up breakout rooms the smoothest possible way [
Barnes 2020].
To keep a delicate balance between giving to our audience the richest
possible experience vs. avoiding cognitive overload in online meetings and
learning environments (see e.g. [
Costley et al. 2020]), we decided
not to involve external tools (e.g. Mentimeter, Miro, Mural etc.) but put
the emphasis on maximizing the potentials of Zoom (e.g. via using break out
rooms, facilitating exchange in different chat rooms, enabling the audience
to share content etc.) instead to facilitate serendipitous discussions of
different sorts between and across speakers, breakout chairs and the members
of the audience. In doing so, the help of technical facilitators was
required. These support roles, forming human bridges between the technical
and people, included a technical coordinator who was responsible for the
overall smooth running of the online event (setting up and tailoring the
virtual environment to our needs, testing, managing different contributor
roles and enabling content sharing, setting up the break out rooms and
assigning people to them, supporting members of the audience with connection
problems or getting lost in the virtual spaces) and technical facilitators
(members of the DARIAH Central Office) in each breakout room. They made sure
that everyone arrived and felt comfortable in their breakout rooms and also
provided help with note taking (using the one additional tool we did allow
ourselves, Google documents).
DARIAH’s well-established routine of conducting virtual scholarly meetings as
well as the best practices we incorporated in our technical set-up enabled
the smooth running of the synchronous event. However, the following three
specificities of online events are noteworthy for organizers of future
events. Firstly, we saw a significant difference between the number of
registrations to the event (with breakout room pre-assignments) versus the
actual participants. Although, a discrepancy in registrations and actual
online participation is common, it was a challenge to assign the sufficient
number of participants to all the seven breakout rooms. Secondly, enabling
small-group interactions in itself does not break down academic hierarchy.
We observed that not all the attendees felt comfortable joining the
discussions in smaller breakout room settings, even with the encouraging and
sensible contributions of the breakout chairs. Thirdly, for these sessions
to work well, they need to be well staffed, and those contributors need to
be well briefed on their specific roles.
B. Structuring the synchronous event for community building
Although the preparation phase for this event was given particular attention,
we did not feel that any more than a two-hour event would be productive: one
of the greatest misunderstandings of the early days of day-long face-to-face
meetings being taken virtual was the assumption that an eight hour session
in a room could simply be replaced by a similar day of work online. Even
within this limited window, we felt that a variety of interaction types
would be needed, each no longer than 30 minutes. We therefore ultimately
decided on a structure composed of 1) an opening plenary; 2) breakout
sessions; 3) a short break followed by a presentation on presence and
connection informed by a piece of performing arts research we would
commission; and 4) a closing plenary to share the results of the breakout
groups and wrap up the event. In each of these sessions, we were mindful of
what we wanted both the meeting and and the virtual medium to achieve, with
the results as follows.
Opening and closing plenaries
Given the goal of the meeting to draw people together into a sense of
having experienced something communal, we felt that we would not be able
to avoid an opening plenary. The risk of this strategy, however, was
that people would fall too easily into the habits of large virtual
meetings, (over)stretching their cognitive capacities in a state that
technology consultant, Linda Stone, has named “Continuous Partial Attention”
[
Stone 2009]. We therefore deployed a number of specific
measures within this block in order to maintain not just shreds of
attention, but engagement with the ideas and topics we were hoping to
focus on.
Firstly, we considered the impact that recording the event may have on
the comfort level of participants to exchange semi-formally. The
plenaries were the only sessions we recorded, in spite of our desire to
have as full a record as possible of the event. Ultimately, we decided
that having the comprehensive record that technology could
give us should not be allowed to exercise a potential chilling effect or
over-formality on what the participants would give us,
particularly in the breakout sessions. In-person conference exchanges
are not traced and documented, and the DARIAH VX Event aimed to promote
the freedom of the ephemeral.
Secondly, the plenary moderator (DARIAH Director, Jennifer Edmond) asked
all of the participants to pause before the start of the session to take
three breaths with her. The idea of using this technique to open the
programme was suggested by the arts researcher on the programme
committee, Courtney Grile, as a way to bring an element of the shared
physical grounding of the face-to-face meeting — the tang of a
particular floor cleaner, the waft of an urn of coffee outside the door,
the humidity on a rainy day, the shadows through the windows on a sunny
day — that we lose in virtual spaces. Breath is a powerful centre point
for creating a communal experience, but also had a signalling function
for us, indicating that it was our intention to deliver an event that
did not abide by the established heuristics by which scholars generally
navigate their meetings.
Thirdly, we laid the desired foundation for how we wanted people to
participate. Some of these were simple and general aspects of good
virtual behaviour: mute your microphone, turn off notifications to the
extent you can, try to keep your attention on the topic, if not on the
presentation, be kind, be generous, be empathetic. But we also used this
phase to encourage what could have been seen as a new social norm with a
“rule-breaking” role, namely that we encouraged the virtual
version of chatting in the back of the plenary room. We drew attention
to the participants list and the chat window, and explicitly encouraged
people to take advantage of whatever back channels they were comfortable
with to reach out to fellow participants they knew. For people who might
be new to the community, we explicitly invited them to make contact with
one of three programme committee members (the authors of this paper)
whose role in that session was specifically to be available for
questions and informal conversation. The rationale for this
encouragement to not to pay attention to the plenary was twofold: first,
full attention was unlikely anyway but second, we wanted to try to
emulate the experience of what we referred to as “shared social
listening,” that communal experience of not just hearing the same
words and processing the same ideas at the same time, but of also
weaving those words and ideas into our own neural and social networks,
the intellectual and relational components of our professional
identities.
After these preliminaries, we moved to the opening plenary presentation
of what we wanted the event to achieve and what inspirations underpinned
it. In this session as well, however, the emphasis was on the communal
experience of knowledge creation, balancing aspects of our formal
secondary literature review with the insights from the registration
process, described above. This attempt to keep the focus on the
knowledge of the group assembled, rather than of the programme committee
or of a small group of individuals was continued in the closing plenary
as well, which moved through four stepping stones chosen to bring a
sense of closure to the group and the experience.
The closing included an efficient, open and thought-provoking reporting
format from the breakout discussions (see a description of this below);
a “reveal” of how our event had been conceptualised to meet the
needs the collected input led us to focus on; a brief report drawn from
expert input on the question of what the future technologies for virtual
interaction might hold (as provided in advance of the event by Professor
Sarah Kenderdine, a member of the DARIAH Scientific Advisory Board), and
a brief reflection on some of the lessons the DARIAH VX programme
committee felt they had learned in the course of developing the VX
content and structure. Recordings of these plenaries were added to the
virtual exhibition after the event so participants could re-visit them
and reflect upon any key moments or inspired thoughts they had. The
advantage of digital media is that participants could use the recordings
as memory triggers for any desired follow-up actions, which can be
common outcomes after non-virtual conferences. These recordings are
available at:
https://www.virtualexchange.dariah.eu/.
[1]
C. Serendipity and the prepared mind: The Virtual Exhibition &
Liveness Investigation
If engagement, serendipity, discovery and connection all seemed to be
impoverished in virtual meetings, The DARIAH VX would need to find some
way to encourage its participants to give themselves the time and space
to prepare their minds if the event was to be a success. In addition, we
realised in our preparations that what we could never recreate in a
virtual space was the situated, physical, embodied experiences and
learning of the face-to-face meeting, and thus we had to think from an
early moment of how we might bring in an explicit conceptual element to
our event to explore these aspects. DARIAH’s position as an
infrastructure for the arts as well as the humanities gives us a broad
community of practitioners, and no one knows better than theatre
practitioners the difference between live engagement and interactions
mediated by space, cameras and microphones. Thus, we engaged in a meta
reflection of this through the Liveness Investigation.
The Virtual Exhibition
The intention behind the exhibition was to recreate the sense of
anticipation and serendipity in knowledge acquisition that one
achieves through conference attendance by creating a Wunderkammer of resources: offering
multiple routes to different items, with no expectation that all
participants might engage with every single item on display. To
achieve this, a few different platforms were investigated, however,
in order to complete this in the limited time available and to keep
it simple, it was decided that a Wordpress.org based site was the
most feasible and the layout allowed for the serendipitous
discovery.
The structure of the virtual exhibition was informed by the most
common spaces found at face-to-face meetings, and the information
one may find in them (see Figures 2-4). For example, the
Registration Desk offered lists of fellow participants, practical
information such as how to sign up to the main Virtual Exchange
event, and a programme of events. It also introduced the
organisation (DARIAH) and the team behind the event, and provided
some links relevant to the topic of Scholarly Primitives. The main
auditorium, renamed here as the Knowledge Exchange Space, had the
items related to the themes of the live event grouped thematically,
sometimes overlapping, or offering different perspectives on similar
topics. Finally came the Coffee Break Space that encouraged
interaction and allowed for less formal discussions around the
themes of the event (including the participant anecdotes and
COVID-19). The Coffee Break section of the virtual exhibition also
included resources intended to invoke, if not truly serve, some of
the most prominent latent purposes of scholarly meetings,
referencing interpersonal connections and a sense of space and place
with links to various audio-visual experiences elsewhere on the
internet. This included a Spotify playlist
[2]
compiled by members of the DARIAH Coordination Office, who are
themselves dispersed across Europe and offer a wide selection of
idiosyncratic musical tastes, and a place to upload a “deskie”
photo that would allow participants to share images of their
participation spaces with the wider group.
These three elements within the Virtual Exhibition allowed
participants to spend as much or as little time as they wanted
(without making them feel it was something they needed to
“complete”) finding new perspectives on the theme of the
Virtual Exchange. There was discussion among the programme committee
as to whether we should include a “floor plan” that listed all
the items on offer, or whether it would be best to allow
participants to discover things for themselves, in an “easter
egg” style. Ultimately we decided to keep the sense of
serendipitous discovery by not providing this floor plan. Additional
challenges in creating this space lay in the decisions around which
items best fit into which spaces, and identifying at what point we
might start imposing our own biases on the pathways people could
take through the exhibition and risk removing the sense of
accidental discovery that we wanted to achieve. As ever, knowledge
organisation and asset curation is a challenge, so we made sure to
flag very clearly to participants the status of these resources as
“prompts and provocations” rather than a complete, fully
theorised, scholarly collection. A full list of the assets in the
Virtual Exhibition appears in Appendix 1 of this paper.
The Liveness Investigation: An arts-based response
The ideas of liveness and co-presence are inextricably linked with
drama practice. While many theatre arts practitioners have begun to
play with new technologies in order to adapt and bring them into
arts practice, the COVID-19 pandemic has accelerated innovation and
rethinking of how it might be possible to practice the craft in an
online setting. Within applied drama praxis, with its focus on
embodiment and collaboration, the tools of drama/theatre were
specifically utilised in the DARIAH VX event in order to explore
ideas and create dialogue amongst participants. The collective
knowledge that is generated through this process relies on
participants’ absorption and interpretation of information through
their entire being: all of their senses, body, mind, and
feelings/emotions. How is this altered when it is moved into a
completely online space? What might be gained? What might be
lost?
In the spirit of “show me, don’t tell me” (a mantra of theatre
educators around the globe), the “Liveness
Investigation” created specifically for this DARIAH VX
event sought to explore this topic as a meta-reflection through a
presentation and discussion of a piece of research that compared two
instances of theatrical collaboration with the same format and
participants, but delivered ten years apart. The first collaboration
was conducted in a physical space that was captured during the
development of a 2011 project entitled “The
Other F Word”, and then again with the same participants
in a virtual space. The presentation to the DARIAH VX participants
also included the reflections from the “The
Other F Word” workshop participants on the adaptation
from an in-person setting to an online one, and of the project
leaders.
The biggest takeaway from this exploration for the participants and
the Artist-Researcher who facilitated it was the understanding that
moving the practice online created something new, with new
possibilities. Many elements of connection that manifest when
sharing physical space, such as nuanced nonverbal communication
(especially eye contact) and kinetic information relayed through
placement, proxemics, and direction were largely lost in the online
space. The in-person “machines”, which were made up of small
groups of live performing artists, allowed for each contributor to
build upon what the previous person had offered. The creative
process for working in shared physical space allowed for deeper
co-creation and collaboration intrinsically during the act of
creation. This is in contrast with the “machines” that were
created online being much more of a collage of individual
contributions to the ideas offered (such as the “love machine”
or “hate machine”). The online creative process was marked by
most individuals responding
[3]
on their own to create within a kind of vacuum — with the
collaboration and meaning-making actually coming afterward in the
workshop reflection in which there was an attempt to create
understanding about the machine as a whole. The online practice
showed signs of potentially further empowering participants to
contribute more personal, individualised responses, however.
In light of these discoveries, what becomes clear is that the format
(in-person or online) which will be most conducive for a meeting,
workshop, or gathering depends on the purpose and goals of the
gathering. If it is crucial to build a sense of community and
co-create contemporaneously, then an in-person setting would be
ideal. However, if it is crucial to allow space for each participant
to act individually, then an online platform may well be optimal for
highlighting that endeavour. The nature of these differences, and
the manner in which technological affordances might be modified in
order to be more focussed on certain kinds of interaction defined in
these terms, is still largely unexplored. While a great deal more
remains to be explored in this area, it feels necessary to encourage
a “both/and” way of moving forward with in-person and online
gatherings rather than an “either/or” model when it becomes
available post-COVID. Insights from this exploration were further
integrated into the DARIAH VX event through the inclusion of a small
breathing exercise informed by applied drama praxis. The Prezi and
videos of the Liveness Investigation can be found here:
https://prezi.com/view/sBDCS3iZisELjh76VCq1/
D. Breakout sessions and semi-formal knowledge sharing
The breakout sessions in the DARIAH VX event were included as a way to
encourage engagement and connection among participants on topics that
are not commonly appearing in the research-output focused programmes of
in-person conference. The same registration form that solicited their
input about events and primitives was also used to recruit presentations
and to identify and cluster their interests resulting in seven breakout
session themes, titled as follows:
- “Making (virtual) interactions work
better”
Presenters: Rimi Nandy (Adamas University) and Sarah
Middle (Open University) - “Breaking down barriers — of career stage,
language, discipline or other — between researchers”
Presenters: Paul Spence (King's College London) and Nicole
Basaraba (Trinity College Dublin) -
“Academics in the Ether: Tackling the
challenges of working away from the office”
Presenters: Claire Warwick (Durham University) and Mariann
Hardey (Durham University) - “DH Methods and Tools Gone Wrong:
Discoveries, Failures & Advice for the Future”
Presenters: Quinn Dombrowski (Stanford University) and
Amelia del Rosario Sanz (Universidad Complutense) - “Working together to move forward:
Fostering collaboration for projects, grant proposals, or
publications”
Presenters: Michelle Doran (Trinity College Dublin) and
Francesca Morselli (DARIAH-EU) - “The Academic Footprint: Sustainable
methods for knowledge exchange”
Presenter: Geoffrey Rockwell (University of Alberta) - “In Praise of Presence: Why do we travel
to meet?”
Presenters: Vicky Garnett (Trinity College Dublin) and
Courtney Grile (Trinity College Dublin)
Participants were informed before the sessions that discussion would take
place in small groups, last 30 minutes, and were designed as
opportunities to make connections based on common interests and share
ideas. Each session was supported by a DARIAH VX organising team member,
a chair, a support person who served as rapporteur of the discussions
and one or two presenters who opened the discussion with some
thought-provoking ideas in a five-minute presentation. The Zoom platform
breakout groups function was used to move participants to/from the small
group which was pre-selected based on shared interests stated in the
pre-attendance questionnaire. Participants were also informed that the
sessions would not be recorded and that we had set up shared documents
for each group in which they could keep a record of their discussion.
Each of the seven breakout sessions focussed on some facet of academic
conferences, in-person versus virtual, and the impacts these formats
have in terms of travel, sustainability, and ability and methods for
researcher collaborations, and were designed to provide participants
with a chance to emulate the informal discussions that happen in the
hallways after conference presentations or at the coffee station, rather
than more formal question and answer discussions after a 15-20 minute
presentation from each speaker. The breakout sessions were 30 minutes
long and participants were pre-divided into groups of less than 10
people each, to ensure the potential for real discussion. The breakout
sessions were not recorded but the rapporteur took notes in a shared
Google document that all session participants could view and contribute
to. Across the seven sessions, four main themes of conversation emerged
which were: (1) navigating personal and professional spaces, (2)
technical and financial practicalities, (3) methods of communication,
and (4) academic status.
In terms of navigating personal and professional spaces, breakout session
participants discussed how working from home during COVID-19 has created
greater challenges in separating the formal workspace and time from
leisure and family time in the home. Academics may try to multitask
during online conferences, but they need to explicitly block out time
for virtual conferences as they would when travelling for an in-person
conference. The physical separation of colleagues during COVID-19 had
made people more conscious about connecting with those whom they would
normally meet informally without making specific plans. This extended to
the casual relationship-building that happens at in-person conferences
when new people meet professionally, but serendipitously form
friendships through the collective experience of listening to
presentations and participating in the social and cultural activities.
The consensus was that virtual conferences and meetings could be most
useful for people who have already met and established a working
relationship, but that establishing this rapport was more difficult to
build online when meeting someone for the first time.
The second theme that arose in discussions surrounded the technical and
financial considerations for virtual conferences and meetings. Zoom had
emerged as the most popular platform among academics, and video calls
often lasted between one to two hours. However, Zoom calls can be
exhausting because they take more mental effort to carefully consider
what you say since you are in a “performance-like” situation. There
can also be a multitude of possible environmental distractions,
including the background views of individuals’ personal spaces, and if
two people are meeting for the first time on Zoom, these distractions
could be considered unprofessional by the other person due to the lack
of a pre-existing relationship. If Zoom calls are recorded, it often
results in modified behaviours of participants. There have also been
technical and security issues with some virtual calls as well as data
protection issues, which in some cases resulted in weakened trust. It
was noted that funding would be needed to have technical support for
large virtual conference calls, which may also have smaller breakout
sessions, in order to permit conversations and presentations to flow
without interruption.
In regards to methods of communication, some key differences were
highlighted between in-person and virtual conferences. DARIAH VX
participants noted that sometimes it can be difficult to read people’s
body language when online. Tone of voice alone is not always the best
way to understand colleagues or conference participants. Another person
said that they can become distracted by seeing their own face and
background during a video call. Each academic community, whether it be
at an annual conference or the specific disciplinary conventions, has
different styles and expectations for presentations and interactions,
but across the board, it was noted that ability to digitally access and
share content is very important to virtual academic exchanges. Issues of
inclusion were very much on the minds of the DARIAH participants as
well: the presence of a moderator or chair is often needed for larger
groups to ensure each voice is heard and that those with questions or
comments from the “audience” get the chance to speak up. In
addition, as when many in-person academic conferences are in English,
linguistic marginalisation can flatten diversity in the discussions and
the academic discipline more generally, a situation only intensified by
the impoverishment of online communications. One possible solution
offered was to include slides in another language to allow for better
communication to those who may not speak or understand English as their
primary language. This would allow them to get more out of the
presentation/content if they can follow along in their first language.
Finally, it can be difficult to connect with another scholar/participant
until they give their presentation, as the ability to discuss ideas
flows easier after one hears about the other’s interests in more detail.
Collaboration often relies on serendipity, but social distancing has
drained much of the serendipity out of our professional lives, with
everything needing to be scheduled and social media offering an active
space for connection, but one in which diversity, complexity and context
might be diminished.
The final theme that emerged in the discussions was the role of
hierarchies and status in academia in relation to attending and playing
specific roles in conferences. For example, flying to conferences
confers status, yet this culture needs to change for academia to be more
inclusive of those who cannot get university funding to travel to
exchange knowledge. Another consideration is the limited discussions on
academic methods and practice. Early-career researchers may fear that
publishing or speaking about their “failures” or methods that did
not produce fruitful research results could have negative consequences
for their academic career. On the contrary, in a situation where status
or reputation is already assured, it is easier to talk about research
shortcomings one has experienced. Without discussing or sharing
“failures” scholarship can fail to move forward, with other
scholars making the same mistakes because nobody has documented a
similar attempt that did not work. A solution that was offered was that
if one scholar does not want to bear the weight of “failure” alone,
they could discuss or publish it as a collective group or write in other
venues like on social media.
The difference in terms of the keynote speakers versus PhD candidates and
the lack of informal conversations between senior and early career
scholars is a gap at virtual conferences that some felt in-person
conferences were perhaps far better able to facilitate, though not
without the investment needed to break down barriers. Thoughts on
whether a better model could be developed in the virtual context was an
exciting opportunity to explore. People, after all, are the focus of
collaboration: we do not work with institutions, we work with each
other. Even while there may be an enduring valorisation of the solitary
scholar, there is also a generation of scholars who recognise that we
often work better together.
These breakout sessions offered the participants opportunities not only
to explore the themes of the workshop, and put them into the context of
their own words and experiences, but also to connect their current
experiences to their wider personal and professional lives. In
particular topics like hierarchies, dealing with failures, isolation and
mental health, and inclusiveness cut to the heart of not just how we
might as a community of scholars navigate the “new normal,” but
also how we might use this moment to improve conditions of the
preexisting state of scholarly communities. Many of these topics were
not specific to digital humanities, and yet the context and many of the
connections made, such as the role of collaboration and the tensions
between cultural and communicative signals and the technology that
mediated them, most certainly were.
The DARIAH VX approach to reporting back from the plenaries also
reflected our intention to use the opportunity of the COVID-19 forced
change in format as an opportunity to rethink the format of the
scholarly meeting at a higher level. The group shared a certain
frustration with the level of engagement that tended to be accorded to
the mechanisms of sharing breakout discussions with a plenary, while
also recognising their important role as a social buffer between larger
and smaller groups. We therefore asked each group to provide back to the
plenary five keywords that reflected central points of their discussion,
one challenge statement and one opportunity statement. These inputs were
included in the slides for the final plenary, where they were presented
and connections between them drawn out, without the opportunity for a
longer discussion. The results of this exercise appear in Appendix
2.
This method had the benefit of allowing the discussions to be seen from
an almost “distant reading” point of view, while also not
increasing potential cognitive load on participants with a session of
reports that could easily have run long or lacked structure.
Evaluating the DARIAH VX Experience
As the DARIAH VX came to an end, the programme committee gathered again to
discuss and evaluate the event as an experience both for us as organisers,
but also for the audience participating and following the event through
social media. What was their experience and how did this compare to ours?
Was the event considered meaningful and useful? Had we succeeded in creating
an engaging virtual experience? Soon after the event, we launched a
post-event survey to capture these reactions and opinions. This survey
consisted of eleven multiple choice and three open questions and was left
open for two weeks. It welcomed answers from participants but also
presenters in the various sessions and organisers. In the end, thirteen
people completed the survey and overall they valued positively the event and
their participation. Although there was a low response rate, as is also
common in optional post-event surveys and not a statistically authoritative
sample, it was indicative of another observed phenomenon of the pandemic
period, namely a certain virtual activity fatigue, and there were enough
strong trends in the responses to merit some concluding reflections
here.
One of the aims of the event was to encourage informal conversations
happening in the background, in parallel to the event, either in social
media or in the chat. This was also stressed in the opening keynote, as
discussed above. Conferences are great networking opportunities, places to
meet colleagues and friends but also make new acquaintances and start new
collaborations. Encouraging people to replicate this in the virtual event
was again an aspect we hoped to experiment with, to see if we could improve
upon the current average standard for this online. In the respective
question in the follow up survey (a true/false response to the statement
“the event helped me to broaden my scholarly
networks and make new contacts”) the answers were very diverse.
Despite the fact that people did feel part of a community during the event
(nine positive responses), most of them were not able to network and start
new discussions/collaborations in the background.
The whole event, its innovative approach and the rich collection of sources
hosted in the virtual exhibition made a very positive buzz on social media
and in particular Twitter (the Twitter moment for the event can be found
here:
https://twitter.com/i/moment_maker/preview/1265955693984731136).
Researchers and projects following the event through Twitter or indeed
participating in the DARIAH VX had very positive remarks to share about the
experimental approach, take away messages and new terminology emerging with
this new virtual space for interaction, the need for conferences and why
they are vital to a researcher’s work. These responses also included more
informal and personal information, such as images of their home offices and
reflections on how they adapted to the new situation. With a feeling of
“we are in this together”, the DARIAH VX created a virtual space
for sharing scholarly notions, expressing personal remarks and concerns on
the future of conferences, traveling, research and the scholarly profession
that was greatly appreciated and was in some way comforting at a time when
no physical contact was possible. Providing such an opportunity for personal
connection, transcending our disciplines and institutions, may have been in
fact one of the most important and telling contributions of the DARIAH
VX.
Conclusions
The DARIAH VX was an exercise in both theorising a new kind of virtual
scholarly meeting based upon a scholarly primitives approach, and,
simultaneously, building an exemplary event to demonstrate how such a new
paradigm might be enacted. While it may therefore have only cast some
tentative first seeds on this broad field for experimentation and
consideration, we can certainly propose some of the following as key
learnings and points for future work to begin from in the consideration of
the future of scholarly meetings:
First, we need to better harness the explosion of accepted paradigms for
informal scholarly interaction online as resources to hone our virtual and
face-to-face meetings. In the realm of written scholarly communications, we
are observing a sea change in the rise of informal outlets for sharing
scholarly knowledge. While we still may have a long way to go toward
protecting this knowledge (in every sense), a better understanding of the
interplay between formal and informal layers of scholarship can also improve
our practices of meeting.
Second, we need to still gather people, e.g. in small, virtually connected
groups, so as to “seed” rich experiences and empathetic responses while
still respecting the nomadic nature of knowledge (as already proposed by
[
Fraser et al. 2017, 540–546]) The DARIAH VX “Liveness
Investigation” made clear the essential role of presence in
supporting empathy, attention and engagement, but it also asked the question
of how much presence we need: is it enough to have a small group around you,
to model the kind of trustful, attentive and mindful attitude we should
generally approach our scholarly meetings with? Could technology that
enabled certain things currently lost, such as “real” eye contact, make
a difference?
Third, we need to use mobility more deftly, holistically, mindfully and
evenly, making it accessible in ways that don’t simply introduce new and
different barriers. Better thinking is needed on how to improve access to
knowledge exchange opportunities across the board for non-native English
listeners, caregivers, participants in non- or less privileged power
hierarchy positions such as Early Career Researchers, not to mention people
with disabilities, slow or unreliable broadband, or any number of other
challenges to participation.
Fourth, we need interaction technologies to get us beyond the skeuomorphic
facsimiles of meetings that we have to become spaces of productive
interaction. There is incredible tech out there, but for every collaborator
you may have who is dedicated to one platform or another, there is another
for whom that new tool may present an annoyance, at least, or barrier at
worst, in terms of learning curve, bandwidth or screen management.
The DARIAH experiment in applying the very central digital humanities
paradigm of the scholarly primitive to our interactions rather than our
research processes also yielded fruitful and interesting results, bearing
out our hypothesis that digital humanities could learn and contribute
greater precision to the contemporary debates about how we might optimally
adjust to post-incunabular virtual meeting practices. This builds from the
foundation where the arts and cultural heritage took an early leadership
position in driving social innovations to soften the force of fear and
isolation. Cultural heritage institutions from across the world transcended
their usual user engagement strategies to innovate and plan virtual paths
that would, in the first instance, showcase their content and artifacts and,
in the second, make culture a comforting place for people to retreat to and
learn from. The challenge of maintaining human contact within and across
virtual spaces presented an opportunity and an imperative to understand the
art in our science. A recent consideration of art and AI comes to the
conclusion that:
… art emerged as a way for our Pleistocene ancestors to
strengthen their social ties and social status. For example, art can
serve as gifts, as fitness signals for mating, and as displays of status
and tribal affiliation. In each role, the fundamental purpose of art is
to affect peoples' relationships with each other, where the
relationships are themselves important.
[Hertzman 2020]
Hertzmann’s ultimate conclusion is that computers can create art, but they
don’t need to: people, however, do. While people do also need to create
scientific knowledge, they can’t do this without the communities, contexts
and interactions that nurture their minds, bodies and souls. Let us hope
that we can find creative ways to usher in new forms of scholarly meetings
that combine the incentives of both science and art.
Appendix 1: DARIAH VX Virtual Exhibition Site Map
Parent/child relationships between pages are indicated as follows
Appendix 2:Reporting from the DARIAH VX Breakout Sessions
The list of keywords was as follows: uneasy, domestic, accessibility, aura,
interactivity, participation, trust, intentionality, diversity, failing
gloriously, distance, mentorship, connecting individuals, eternal
prototypes, respect, networking, place, noise, stigma, facilitating (role of
institution) cultural experience, social bonds.
The list of challenges was:
- Where it is hard to concentrate, compose oneself or know when to
be heard;
- Attention of participants/ Control of Students / Multiple channels
/ Risk Situation / Surveillance;
- What's stopping you from talking about failure? It could be
(mostly) unfounded to think too much about what funders/colleagues
may think;
- Small conferences are/might be better in handling this — digital
conferences which by aspiration/default are large are less suitable
for that;
- We do not want to lose the connection and the rich
experience;
- Personal VS professional life, how much do we share; and
- The environmental impact of travel, the monetary expense and if we
can travel in after times
The list of opportunities was:
- To experience new ways to simply 'be' in digital space.
- maybe we can make interactions more accessible across barriers
(economic, career stage, regional)
- Flexibility and inclusiveness
- Towards a taxonomy of failure
- We need a look-up, inspirational corner about conference formats,
flavours — a kind of chocolate box you can choose from; elements
other disciplines are good at, and one might try out;
- personal VS professional life, how much do we share; and
- Zoom offers moments of insight — get to see where someone
lives!
Acknowledgements
The authors of this paper would like to thank all of their colleagues within
DARIAH EU and beyond for their contributions, in particular the break out
session speakers, the staff and volunteers from who assisted in delivering
the event, and the artists and director of “The Other F
Word. ”