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A TDM journey: understanding user needs and
developing library support
James Barnett, Research Skills Advisor, @jameswbarnett
Lisa Bird, Copyright & Licensing Advisor, @CopyadvisorBird
Alex Fenlon, Head of Copyright & Licensing, @Afenoer
Outline of the session
▪ How the Library got involved
in TDM.
▪ The Library’s TDM Support
Project.
▪ What’s next for the Library
and TDM.
About UoB
Library Services
▪ 5 library locations including Dubai.
▪ 3 special collection libraries.
▪ 6,000 – 7,000 visits per day.
▪ Collections:
▪ 1.5 million print books
▪ 850,000 electronic books
▪ 127,000 print and electronic
journals.
Key actors supporting TDM
Library
Services
Academic
Skills Centre
Collection Management
and Development:
Research Skills
Copyright and Licensing
Collection Development
Scholarly
Communications
IT
Services
BEAR
Wider
University
Institute for
Interdisciplinary Data
Science & Artificial
Intelligence
Interdisciplinary Data
Science & AI – MS
Teams Network
The Start of our Journey
The Beginning
▪ Aware of 2014 changes to UK law
▪ TDM exception for non
commercial research
▪ Supporting some researchers with
adhoc queries
▪ No practical skills or experience
▪ No ‘service’ offer.
▪ Identified potential for growing
interest.
“Artificial intelligence and copyright intellectual property brain”
image generated by Dall-E / Open AI, 07/03/23
Corpus linguistics
▪ Funded research project
looking at the use of
language in literature:
▪ Dickens novels
▪ Times Digital Archive (TDA)
▪ Called for Library Support
▪ Copyright
▪ Access & use of data
▪ Hosting
Home screen from clic.bham.ac.uk
Supporting the project: How do we enable this?
▪ Make it available
▪ Shelf vs research infrastructure
▪ Just for this project or for others?
▪ Data security, preservation, loss prevention
▪ Uses by researchers
▪ Sharing of data internally and externally
▪ Reproducibility
▪ Publication activity
Supporting the project: IT Infrastructure
▪ BEAR
▪ Golden copy
▪ Usable version
▪ Researcher space
Supporting the project: Legal issues.
▪ Understanding legal issues
▪ Contracts/ licences/ copyright exceptions
▪ Uses in research
▪ Retention/ preservation
▪ Publication
▪ Snippets
▪ Communicating conditions of use
Building on this: TDM Project 2018
Aims:
▪ Explore how this research activity might be expanded
▪ Can we make the TDA data available to others for TDM purposes?
▪ Is there interest in using it more widely?
▪ Are others already using it?
▪ Support & enable other researchers to access the data
▪ How can access be provided?
▪ Requesting mechanism
▪ Provide guidance on TDM related issues
TDM Project:
Access mechanism
▪ Use Research infrastructure
▪ Secure
▪ Managed
▪ Familiar
▪ Existing
▪ Cooperation with colleagues
vital
TDM Project: Usability of data
▪ Is the data usable?
▪ What editing is needed to enable access?
▪ Golden copy vs Research copy
▪ Library staff can administer
▪ Scalability?
▪ accessibility?
Increase in queries
▪ Variety of queries
▪ Newspapers
▪ Citation data
▪ Legal cases
▪ Medical data
▪ Literature
▪ Can we have access to the API please?
Covid
Covid-19
Maya Peters Kostman for the Innovative
Genomics Institute, licensed under a
Creative Commons BY-NC-SA licence
TDM Project: Survey of activity
2022 Library sent TDM survey to:
▪ 150 academic staff via targeted email
▪ PGRs weekly online newsletter story
Asked:
▪ If they were involved in TDM activity
▪ What tools they used
▪ What were the barriers to TDM
▪ How useful they found the Library’s TDM webpages.
TDM Survey: responses
▪ Had a 15% response rate.
▪ Responses from all five Colleges across the University.
▪ 78% of respondents were already involved in TDM projects.
▪ Not involved – wanted to be but need training.
TDM Survey: Tools
▪ 35 tools mentioned.
Name of Tool %
R/R Studio 39%
Python 30%
Self–created / In-House 13%
Matlab 9%
“I use Python for pre-processing and text mining, followed by R for
statistical analysis.”
TDM Survey: Barriers
Barrier %
Skill/Technical Knowledge 17
Data Availability 17
Skills:
Data cleaning
Programming
Which tool best to use.
Data:
API costs
Contractual issues
Locating data sets.
TDM Survey: web pages
Positives:
▪ Good starting point.
▪ Helpful for beginners
Development:
▪ User case studies
▪ Skills guidance
▪ More dynamic - interactive.
TDM Project: Outcomes
▪ Data now available for access and use by others
▪ Other dataset also uploaded
▪ Webpage revised, further revisions in development
▪ Established connections with more researchers
▪ Membership of Professional Services Group working with Institute of
Interdisciplinary Data Science & AI
▪ Increased awareness and skills base
What now?
Context:
Current Landscape
▪ Government focus on nurturing
& supporting AI growth in UK
▪ Sector bodies looking to
develop services and upskill
staff & students
▪ Legal issues uncertain
▪ Ethical issues uncertain
Hello ChatGPT!
▪ How will generative AI tools like ChatGPT impact TDM activity?
▪ In theory, ChatGPT’s open API will make TDM easier:
▪ Might be incorporated into third party TDM tools
▪ Can be used to code data with >90% accuracy (Mellon et al.,
2022)
▪ ChatGPT plugins now available – potential to prompt specific
queries based on own data sets?
ChatGPT and TDM issues
▪ However – are there trust/integrity issues?:
▪ Can researchers see ‘under the bonnet’ of AI tools enough
for large-scale TDM projects?
▪ What are the copyright & licensing implications of using and
contributing to such tools?
▪ Reproducibility concerns
▪ ChatGPT inaccuracies (Davis, 2023)
▪ Librarian role – equipping researchers with skills to critically
evaluate AI tools (Upshall, 2022)
Addressing the TDM Skills Gap
Who supports that development?
▪ Copyright & licensing Team
▪ Research Skills Team
▪ Academic Skills Centre
▪ BEAR (IT Services)
Addressing the TDM Skills Gap
How do we upskill Library staff?
▪ LinkedIn Learning
▪ BEAR Coding Basic Course
▪ Code First Girls
▪ RLUK DSN
▪ CILIP UKeiG
▪ Gale Digital Scholar Lab
Current state of support:
Content and tool provision
▪ Budget is tailored towards content
▪ Can budgets be used to provide APIs?
▪ API costs vs skills/ capacity / resource
▪ New platforms/ tools to support/ enable
access
▪ Biases, privacy/ data protection/ user
tracking
▪ Preservation, interoperability, sustainability,
reproducibility
TDM and Print Collections: Digitise to Mine
Project
▪ Explore how existing digitisation workflows might be adjusted to support
AI/ TDM/ ML research
▪ Engage with researchers to explore needs
▪ What do they do?
▪ What formats do they need data in?
▪ Is there best practice in the sector to do this?
▪ Can we support them?
▪ Review resourcing requirements
Digitise to Mine Project: Service Development
▪ If the DS outputs can be used, could this be a service?
▪ What are the implications?
▪ Needs of researchers
▪ Scale & scope
▪ Infrastructure
▪ Resourcing/ staffing
▪ What are the copyright/ Data Protection issues that need addressing?
2023 & Beyond:
▪ Skills/ expertise development & Knowledge sharing
▪ Researcher engagement
▪ Content Access
▪ Improved web guidance
▪ Horizon scan
▪ Observe + participate + support
▪ Seek input and guidance from peers
▪ TDM Canvas course
▪ ‘AI Tools for Researchers’ workshop
Summary: Take aways
▪ Collaboration is essential
▪ Starting small is fine
▪ Be confident using the legal exception for TDM
▪ Upskill staff
▪ It’s not just for researchers
▪ Think electronic and print.
A question for the audience – yes you!
What is the Library’s role in Text and
Data Mining?
Any questions?
Reference List
Slide 24:
▪ Jisc (n.d.) Explore AI. Available at: https://exploreai.jisc.ac.uk/
(Accessed: 27 March 2023)
▪ RLUK (2022) RLUK ADN Digital Workforce Development Strategy
2022-25. Available at: https://www.rluk.ac.uk/digital-workforce-
strategy/ (Accessed: 27 March 2023)
▪ UK HM Government (2021) National AI Strategy. Available at:
https://www.gov.uk/government/publications/national-ai-strategy
(Accessed: 27 March 2023)
Reference List
Slide 25:
▪ Mellon, J., Bailey, J., Scott, R., Breckwoldt, J. and Miori, M. (2022)
‘Does GPT-3 know what the Most Important Issue is? Using Large
Language Models to Code Open-Text Social Survey Responses At
Scale’, SSRN, 27 December 2022. Available at:
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4310154
(Accessed: 27 March 2023)
▪ OpenAI (2023) ChatGPT plugins. Available at:
https://openai.com/blog/chatgpt-plugins (Accessed: 27 March 2023)
Reference List
Slide 26:
▪ Davis, P. (2023) ‘Did ChatGPT Just Lie To Me?’, The Scholarly
Kitchen, 13 January. Available at:
https://scholarlykitchen.sspnet.org/2023/01/13/did-chatgpt-just-lie-to-
me/ (Accessed: 27 March 2023)
▪ Upshall, M. (2022) ‘An AI toolkit for libraries’, Insights, 35, pp. 18. doi:
https://doi.org/10.1629/uksg.592
Thanks
Contacts
▪ James Barnett: j.w.barnett@bham.ac.uk - https://orcid.org/0000-0001-5284-4246
▪ Lisa Bird: l.s.bird@bham.ac.uk - https://orcid.org/0000-0001-9092-3498
▪ Alex Fenlon: a.fenlon@bham.ac.uk - https://orcid.org/0000-0003-0059-6855
▪ Web: https://intranet.birmingham.ac.uk/tdm
▪ TDM RS list: https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=TDM-RS

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UKSG 2023 - A TDM journey: understanding user needs and developing library support

  • 1. A TDM journey: understanding user needs and developing library support James Barnett, Research Skills Advisor, @jameswbarnett Lisa Bird, Copyright & Licensing Advisor, @CopyadvisorBird Alex Fenlon, Head of Copyright & Licensing, @Afenoer
  • 2. Outline of the session ▪ How the Library got involved in TDM. ▪ The Library’s TDM Support Project. ▪ What’s next for the Library and TDM.
  • 4. Library Services ▪ 5 library locations including Dubai. ▪ 3 special collection libraries. ▪ 6,000 – 7,000 visits per day. ▪ Collections: ▪ 1.5 million print books ▪ 850,000 electronic books ▪ 127,000 print and electronic journals.
  • 5. Key actors supporting TDM Library Services Academic Skills Centre Collection Management and Development: Research Skills Copyright and Licensing Collection Development Scholarly Communications IT Services BEAR Wider University Institute for Interdisciplinary Data Science & Artificial Intelligence Interdisciplinary Data Science & AI – MS Teams Network
  • 6. The Start of our Journey
  • 7. The Beginning ▪ Aware of 2014 changes to UK law ▪ TDM exception for non commercial research ▪ Supporting some researchers with adhoc queries ▪ No practical skills or experience ▪ No ‘service’ offer. ▪ Identified potential for growing interest. “Artificial intelligence and copyright intellectual property brain” image generated by Dall-E / Open AI, 07/03/23
  • 8. Corpus linguistics ▪ Funded research project looking at the use of language in literature: ▪ Dickens novels ▪ Times Digital Archive (TDA) ▪ Called for Library Support ▪ Copyright ▪ Access & use of data ▪ Hosting Home screen from clic.bham.ac.uk
  • 9. Supporting the project: How do we enable this? ▪ Make it available ▪ Shelf vs research infrastructure ▪ Just for this project or for others? ▪ Data security, preservation, loss prevention ▪ Uses by researchers ▪ Sharing of data internally and externally ▪ Reproducibility ▪ Publication activity
  • 10. Supporting the project: IT Infrastructure ▪ BEAR ▪ Golden copy ▪ Usable version ▪ Researcher space
  • 11. Supporting the project: Legal issues. ▪ Understanding legal issues ▪ Contracts/ licences/ copyright exceptions ▪ Uses in research ▪ Retention/ preservation ▪ Publication ▪ Snippets ▪ Communicating conditions of use
  • 12. Building on this: TDM Project 2018 Aims: ▪ Explore how this research activity might be expanded ▪ Can we make the TDA data available to others for TDM purposes? ▪ Is there interest in using it more widely? ▪ Are others already using it? ▪ Support & enable other researchers to access the data ▪ How can access be provided? ▪ Requesting mechanism ▪ Provide guidance on TDM related issues
  • 13. TDM Project: Access mechanism ▪ Use Research infrastructure ▪ Secure ▪ Managed ▪ Familiar ▪ Existing ▪ Cooperation with colleagues vital
  • 14. TDM Project: Usability of data ▪ Is the data usable? ▪ What editing is needed to enable access? ▪ Golden copy vs Research copy ▪ Library staff can administer ▪ Scalability? ▪ accessibility?
  • 15. Increase in queries ▪ Variety of queries ▪ Newspapers ▪ Citation data ▪ Legal cases ▪ Medical data ▪ Literature ▪ Can we have access to the API please?
  • 16. Covid Covid-19 Maya Peters Kostman for the Innovative Genomics Institute, licensed under a Creative Commons BY-NC-SA licence
  • 17. TDM Project: Survey of activity 2022 Library sent TDM survey to: ▪ 150 academic staff via targeted email ▪ PGRs weekly online newsletter story Asked: ▪ If they were involved in TDM activity ▪ What tools they used ▪ What were the barriers to TDM ▪ How useful they found the Library’s TDM webpages.
  • 18. TDM Survey: responses ▪ Had a 15% response rate. ▪ Responses from all five Colleges across the University. ▪ 78% of respondents were already involved in TDM projects. ▪ Not involved – wanted to be but need training.
  • 19. TDM Survey: Tools ▪ 35 tools mentioned. Name of Tool % R/R Studio 39% Python 30% Self–created / In-House 13% Matlab 9% “I use Python for pre-processing and text mining, followed by R for statistical analysis.”
  • 20. TDM Survey: Barriers Barrier % Skill/Technical Knowledge 17 Data Availability 17 Skills: Data cleaning Programming Which tool best to use. Data: API costs Contractual issues Locating data sets.
  • 21. TDM Survey: web pages Positives: ▪ Good starting point. ▪ Helpful for beginners Development: ▪ User case studies ▪ Skills guidance ▪ More dynamic - interactive.
  • 22. TDM Project: Outcomes ▪ Data now available for access and use by others ▪ Other dataset also uploaded ▪ Webpage revised, further revisions in development ▪ Established connections with more researchers ▪ Membership of Professional Services Group working with Institute of Interdisciplinary Data Science & AI ▪ Increased awareness and skills base
  • 24. Context: Current Landscape ▪ Government focus on nurturing & supporting AI growth in UK ▪ Sector bodies looking to develop services and upskill staff & students ▪ Legal issues uncertain ▪ Ethical issues uncertain
  • 25. Hello ChatGPT! ▪ How will generative AI tools like ChatGPT impact TDM activity? ▪ In theory, ChatGPT’s open API will make TDM easier: ▪ Might be incorporated into third party TDM tools ▪ Can be used to code data with >90% accuracy (Mellon et al., 2022) ▪ ChatGPT plugins now available – potential to prompt specific queries based on own data sets?
  • 26. ChatGPT and TDM issues ▪ However – are there trust/integrity issues?: ▪ Can researchers see ‘under the bonnet’ of AI tools enough for large-scale TDM projects? ▪ What are the copyright & licensing implications of using and contributing to such tools? ▪ Reproducibility concerns ▪ ChatGPT inaccuracies (Davis, 2023) ▪ Librarian role – equipping researchers with skills to critically evaluate AI tools (Upshall, 2022)
  • 27. Addressing the TDM Skills Gap Who supports that development? ▪ Copyright & licensing Team ▪ Research Skills Team ▪ Academic Skills Centre ▪ BEAR (IT Services)
  • 28. Addressing the TDM Skills Gap How do we upskill Library staff? ▪ LinkedIn Learning ▪ BEAR Coding Basic Course ▪ Code First Girls ▪ RLUK DSN ▪ CILIP UKeiG ▪ Gale Digital Scholar Lab
  • 29. Current state of support: Content and tool provision ▪ Budget is tailored towards content ▪ Can budgets be used to provide APIs? ▪ API costs vs skills/ capacity / resource ▪ New platforms/ tools to support/ enable access ▪ Biases, privacy/ data protection/ user tracking ▪ Preservation, interoperability, sustainability, reproducibility
  • 30. TDM and Print Collections: Digitise to Mine Project ▪ Explore how existing digitisation workflows might be adjusted to support AI/ TDM/ ML research ▪ Engage with researchers to explore needs ▪ What do they do? ▪ What formats do they need data in? ▪ Is there best practice in the sector to do this? ▪ Can we support them? ▪ Review resourcing requirements
  • 31. Digitise to Mine Project: Service Development ▪ If the DS outputs can be used, could this be a service? ▪ What are the implications? ▪ Needs of researchers ▪ Scale & scope ▪ Infrastructure ▪ Resourcing/ staffing ▪ What are the copyright/ Data Protection issues that need addressing?
  • 32. 2023 & Beyond: ▪ Skills/ expertise development & Knowledge sharing ▪ Researcher engagement ▪ Content Access ▪ Improved web guidance ▪ Horizon scan ▪ Observe + participate + support ▪ Seek input and guidance from peers ▪ TDM Canvas course ▪ ‘AI Tools for Researchers’ workshop
  • 33. Summary: Take aways ▪ Collaboration is essential ▪ Starting small is fine ▪ Be confident using the legal exception for TDM ▪ Upskill staff ▪ It’s not just for researchers ▪ Think electronic and print.
  • 34. A question for the audience – yes you! What is the Library’s role in Text and Data Mining?
  • 36. Reference List Slide 24: ▪ Jisc (n.d.) Explore AI. Available at: https://exploreai.jisc.ac.uk/ (Accessed: 27 March 2023) ▪ RLUK (2022) RLUK ADN Digital Workforce Development Strategy 2022-25. Available at: https://www.rluk.ac.uk/digital-workforce- strategy/ (Accessed: 27 March 2023) ▪ UK HM Government (2021) National AI Strategy. Available at: https://www.gov.uk/government/publications/national-ai-strategy (Accessed: 27 March 2023)
  • 37. Reference List Slide 25: ▪ Mellon, J., Bailey, J., Scott, R., Breckwoldt, J. and Miori, M. (2022) ‘Does GPT-3 know what the Most Important Issue is? Using Large Language Models to Code Open-Text Social Survey Responses At Scale’, SSRN, 27 December 2022. Available at: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4310154 (Accessed: 27 March 2023) ▪ OpenAI (2023) ChatGPT plugins. Available at: https://openai.com/blog/chatgpt-plugins (Accessed: 27 March 2023)
  • 38. Reference List Slide 26: ▪ Davis, P. (2023) ‘Did ChatGPT Just Lie To Me?’, The Scholarly Kitchen, 13 January. Available at: https://scholarlykitchen.sspnet.org/2023/01/13/did-chatgpt-just-lie-to- me/ (Accessed: 27 March 2023) ▪ Upshall, M. (2022) ‘An AI toolkit for libraries’, Insights, 35, pp. 18. doi: https://doi.org/10.1629/uksg.592
  • 40. Contacts ▪ James Barnett: j.w.barnett@bham.ac.uk - https://orcid.org/0000-0001-5284-4246 ▪ Lisa Bird: l.s.bird@bham.ac.uk - https://orcid.org/0000-0001-9092-3498 ▪ Alex Fenlon: a.fenlon@bham.ac.uk - https://orcid.org/0000-0003-0059-6855 ▪ Web: https://intranet.birmingham.ac.uk/tdm ▪ TDM RS list: https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=TDM-RS