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				<title level="a">Current issues in making digital editions of
					medieval texts—or, do electronic scholarly editions have a
					future?</title>
				<author>
					<name>Peter Robinson</name>
					<address><addrLine>De Montfort University</addrLine></address>
				</author>
				<editor role="commissioningeditor">
					<name>D. P. O'Donnell</name>
					<address><addrLine>University of Lethbridge</addrLine></address>
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					<name>Daniel Paul O'Donnell</name>
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					<p>© Peter Robinson, 2005. Creative Commons
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				<date n="received" when="2005-01-06">January 6, 2005</date>
				<date n="revised" when="2005-03-24">March 24, 2005</date>
				<date n="published" when="2005-04-20">April 20, 2005</date>
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				<title>Digital Medievalist</title>
				<idno type="volume">1</idno>
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				<idno type="date">Spring 2005</idno>
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					<p>It has been more than ten years since the first digital
						editions began to see the light of day. This article examines
						the current state of and future possibilities for the digital
						critical edition. Despite great promise, the article argues,
						digital editions have not been as successful with the general
						scholarly community as was expected by early digital theorists.
						The author attributes this failure to two main problems: a lack
						of easy-to-use tools and a lack of support from major
						publishing houses. The result is that it currently remains far
						easier to make a print than electronic edition. This situation
						will not improve until the tools and distribution of electronic
						projects is such that any scholar with the disciplinary skills
						to make an edition in print can be assured he or she will have
						access to the tools and distribution necessary to make it in
						the electronic medium.</p>
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				<head>The digital edition ten years on</head>
				<p xml:id="robinson.dm.1.1.0010">Scholars working in our
					area—broadly, texts from medieval western Europe—now have around
					a decade of experience of making digital editions. In 1994, Hoyt
					N. Duggan posted the prospectus for the <title level="m"><title
							level="m">Piers Plowman</title> Electronic Archive</title> to
					the IATH webserver (<ref target="#dugganhn2003"
						type="bibliographic">Duggan 1994/2003</ref>). SEENET, the
					Society for Early Engish and Norse Electronic Texts of which the
					archive is a major part, first appeared on the web about the same
					time and has published four CD-ROMs since (<ptr
						target="http://jefferson.village.virginia.edu/seenet/home.html"
					/>). At the same time, Kevin Kiernan's work with the <title
						level="m">Beowulf</title> manuscript was bearing its first
					electronic fruit in <ref target="#kiernank1994"
						type="bibliographic">Kiernan 1994</ref> and, ultimately, <ref
						target="#kiernank2003" type="bibliographic">Kiernan
						1999/2003</ref>. My own <title level="s">Canterbury Tales
						Project</title> dates to the same time: we published the first
					volume of our <title level="s">Occasional Papers</title>
					(effectively a prospectus for the whole project) in 1993, our
					first CD-ROM in 1996 (<ref target="#robinsonp1996"
						type="bibliographic">Robinson 1996</ref>), and five more discs
					in subsequent years (<ref target="#solopovae2000"
						type="bibliographic">Solopova 2000</ref>; <ref
						target="#stubbse2001" type="bibliographic">Stubs 2001</ref>;
						<ref target="#bordalejob2003" type="bibliographic">Bordalejo
						2003</ref>; <ref target="#lloydmorganc2003"
						type="bibliographic">Lloyd Morgan 2003</ref>; <ref
						target="#robinsonp2004a" type="bibliographic">Robinson
						2004a</ref>).</p>
				<p xml:id="robinson.dm.1.1.0020">Ten years and the experience of so
					many is a reasonable platform for discussions about what has been
					(and might have been) achieved. I have recently written three
					articles that include various retrospective and prospective
					elements. The first, <title level="a">The history, discoveries
						and aims of the <title level="m">Canterbury Tales
							project</title></title> (<ref target="#robinsonp2003"
						type="bibliographic">Robinson 2003</ref>), deals specifically
					with the work of that project over the last decade. The second,
						<title level="a">The <title level="m">Canterbury Tales</title>
						and other medieval texts</title> (<ref
						target="#robinsonpforthcoming" type="bibliographic">Robinson
						Forthcoming</ref>), reviews some lessons from that project. The
					third, <title level="a">Where we are with electronic scholarly
						editions, and where we want to be?</title> (<ref
						target="#robinsonp2004b" type="bibliographic">Robinson
						2004b</ref>), explores more general issues relating to all
					electronic editions.</p>
				<p xml:id="robinson.dm.1.1.0030">These articles deal with specific
					questions which I do not need, therefore, to rehearse in this
					article. <ref target="#robinsonpforthcoming" type="bibliographic"
						>Robinson Forthcoming</ref>, for example, recommends strongly
					that electronic editing projects should make full electronic
					transcripts of manuscript sources, that these transcripts should
					be made according to explicit principles, and that the
					transcripts should be made available under an <soCalled>open
						transcription</soCalled> policy. <ref target="#robinsonp2004b"
						type="bibliographic">Robinson 2004b</ref> addresses a wider
					issue, describing a model of collaborative scholarship and
					publication leading toward what I describe as <quote>fluid,
						co-operative and distributed</quote> editions. One could say
					that <ref target="#robinsonpforthcoming" type="bibliographic"
						>Robinson Forthcoming</ref> focusses on narrower issues of
					project organization, while <ref target="#robinsonp2004b"
						type="bibliographic">Robinson 2004b</ref> argues toward a
					considerable, and very challenging, <foreign xml:lang="LAT"
						>desideratum</foreign>: a means by which scholarly work may be
					dynamically corrected, revised and augmented (a kind of scholarly
					Wikipedia, if you will).</p>
				<p xml:id="robinson.dm.1.1.0040">There are two issues which these
					articles do not face. Firstly, and particularly in the case of
						<ref target="#robinsonp2004b" type="bibliographic">Robinson
						2004b</ref> and <ref target="#robinsonpforthcoming"
						type="bibliographic">Robinson Forthcoming</ref>, they assume as
					a given that the case for electronic editions does not need to be
					made: that such editions are of such self-evident superiority
					that one need not argue the point. Secondly, they have very
					little to say about the tools available to scholars for making
					electronic editions. Rather, there is an unspoken assumption that
					the benefits of the electronic medium are so great that one might
					bear unreasonable inconvenience in order to make editions for it.
					In light of the first assumption, indeed, one might even
					argue—wrongly, however—that the issue of tools hardly matters:
					one uses what one has to use to gain the great advantages of the
					digital medium, and that is that.</p>
				<p xml:id="robinson.dm.1.1.0050">In fact, I think these assumptions
					involve the two most important issues that those of us concerned
					with making digital editions of medieval texts must face. After
					more than a decade of experience, we are at a crossroads. Rather
					few of us have made rather few digital editions. Are we the
					pioneers, then, who are making a trail that now many more will
					follow? Or are we brave experimenters who have produced some very
					interesting results but at a cost so high that our work remains
					something that few will repeat? To put it another way: in the
					future, will the great majority of scholarly editions in our area
					be conceived, executed, and published in digital form, with print
					being restricted to a few specialized instances? Or will things
					remain instead much as they are now, with most editions being
					prepared for print publication, and digital editions restricted
					to a few specialized instances? As a long-time maker of digital
					editions, obviously I see myself as a pioneer, not an
					experimenter. By definition, I think that most of the <title
						level="j">Digital Medievalist</title> community also will
					prefer to see the first rather than the second vision of the
					future come to pass. But we will not achieve this unless we
					resolve these issues of perception and tools. The whole scholarly
					community needs to be persuaded that digital editions are indeed
					superior to print; and it needs to have access to tools so that
					any scholar who can make a print edition can make a digital
					edition instead.</p>
			</div>
			<div>
				<head>The continuing dominance of print editions</head>
				<p xml:id="robinson.dm.1.1.0060">We should begin by being realistic
					about the degree to which print editions still predominate. Print
					editions, some of them quite major, are still being conceived and
					made. Existing major print editions commonly have been slow to
					convert to electronic form. We have become rather too familiar
					with what one might call the token electronic edition: the
					edition where the real meat is on display in the print version,
					and the electronic version consisting of flat, plain-text files,
					distributed on the internet or in CD-ROM. This is not because
					scholars and publishers do not know about digital editions.
					Consider the example of the <choice>
						<expan>Early English Text Society</expan>
						<abbr>EETS</abbr>
					</choice>, perhaps the single most important body of editions for
					medievalists working with English materials. Over the last
					decade, it is known that the EETS board has discussed several
					times whether and how the EETS corpus should <soCalled>go
						digital</soCalled>. The society has collaborated with several
					initiatives to put substantial segments of the EETS into
					electronic form—as part, for example, of the <choice>
						<expan>Middle English Compendium</expan>
						<abbr>MEC</abbr>
					</choice> (<ptr target="http://ets.umdl.umich.edu/m/mec/"/>).
					There has also been an interesting experiment, led by Bella
					Millet of Southampton University, in preparing a specimen digital
					edition of part of the <title level="m">Ancrene Wisse</title>
					with a view to creating a model of practice that might be used
					more widely by EETS editors (<ref target="#milletb2003"
						type="bibliographic">Millet 2003</ref>). However, the EETS
					board has so far (to my knowledge) refrained from an absolute
					declaration that all future EETS editions will be prepared and
					published in digital form. And frankly, it would be irresponsible
					for the board, or any similar agency, to issue any such edict at
					present. Before any such declaration could be made by a major
					editorial group, we would need to satisfactorily address the two
					issues on which this article focusses: we would would need to
					establish an overwhelming agreement within the community that
					digital editions are indeed the way to go; and we would need to
					have tools available so that any editor who had the skills to
					make a print edition could make a digital one instead.</p>
				<p xml:id="robinson.dm.1.1.0070">One can see the EETS experience
					repeated elsewhere. The <choice>
						<expan>Model Editions Partnership</expan>
						<abbr>MEP</abbr>
					</choice> was initiated some ten years ago with the aim of
					achieving for American documentary editors much what Millet's
					EETS-sponsored project had in mind for early English: the
					creation of a model which could then be generalized to all
					American documentary editions (such as the large <choice>
						<expan>National Endowment for the Humanities</expan>
						<abbr>NEH</abbr>
					</choice>-funded editions of the papers of Franklin, Adams, and
					Twain). Despite considerable effort from an exceptionally
					well-qualified project team and some impressive prototype results
					(see <ptr target="http://adh.sc.edu/"/><note anchored="true">
						<p>The MEP website has been inaccessible due to renovations
							since December 7, 2004.</p>
					</note>; also <ref target="#chesnuttd1995" type="bibliographic"
						>Chesnutt 1995</ref>), the MEP does not appear to have shifted
					the paradigm of American documentary editions from print to
					digital. Crossing the Atlantic to the UK, the situation is if
					anything, worse. The two major academic publishers, <choice>
						<expan>Cambridge University Press</expan>
						<abbr>CUP</abbr>
					</choice> and <choice>
						<expan>Oxford University Press</expan>
						<abbr>OUP</abbr>
					</choice>, both in the last decade actually have stopped
					publishing scholarly editions in digital form. This is the more
					remarkable given that, in the first half of the 1990s, both
					publishers made considerable investments in electronic
					publication of scholarly editions. OUP was first, with the
					massive project that eventually published some 20,000 pages of
					Wittgenstein's <foreign xml:lang="DEU">Nachlaß</foreign> in
					digital facsimile and transcripts. But even before this was
					published, the press had decided to pull back from digital
					publication of scholarly editions. In 1993, I was looking for a
					publisher who might be able to publish my edition of the <title
						level="m">Wife of Bath's Prologue</title> in electronic form.
					Informal soundings at OUP led to a polite but firm
						<quote>no</quote>: the press was already concerned about the
					viability of such digital editions and was not willing to commit
					itself to any more. At around the same time, a group from
					Birmingham University approached the press with a proposal for a
					digital edition of Johnson's <title level="m">Dictionary</title>
					and received the same response. It happened that exactly at this
					time, CUP became interested in the possibility of scholarly
					editions in digital form. Discussions between myself and key
					staff at the press followed and bore fruit in the first two
					electronic publications of the <title level="s">Canterbury Tales
						Project</title> (<ref target="#robinsonp1996"
						type="bibliographic">Robinson 1996</ref> and <ref
						target="#solopovae2000" type="bibliographic">Solopova
						2000</ref>) and the CD-ROM of the Birmingham project's edition
					of Johnson's <title level="m">Dictionary</title> (<ref
						target="#mcdermotta1996" type="bibliographic">McDermott
						1996</ref>). At one point, around late 1994, we all became
					rather excited about the prospects for digital editions (then
					called electronic editions): proposals were flowing in for
					electronic editions from so many scholars, that CUP even issued a
					prospectus for a <title level="s">Cambridge Electronic
						Editions</title> series. The excitement soon faded, however, as
					CUP discovered what OUP had already learnt: that electronic
					editions cost no less than print editions to produce and require
					staff to be educated in the new possibilities. One can see this
					new scepticism in an article I wrote with Kevin Taylor of CUP on
					our experiences in publishing the <title level="m">The Wife of
						Bath's Prologue on CD-ROM</title> (<ref
						target="#robinsonpandtaylork1998" type="bibliographic">Robinson
						and Taylor 1998</ref>). By 1999, CUP too had had enough and
					informed me that our second planned CD-ROM in the series,
					Elizabeth Solopova's edition of the <title level="m">The General
						Prologue</title>, was the last they could commit to publishing.
					In need of an alternative publication venue, and having
					discovered that the University of Michigan Press had also
					deserted the electronic publication field, I set up a new
					electronic publishing house, <choice>
						<expan>Scholarly Digital Editions</expan>
						<abbr>SDE</abbr>
					</choice>. We have been moderately successful in attracting other
					scholars interested in making digital editions, but hardly so
					much as to raise visions of a mass changeover from print to
					digital. Nor is it that editors have stopped editing or
					publishers publishing their work. While neither OUP nor CUP were
					willing to publish editions exclusively on CD-ROM, both presses
					have committed to new, large, and primarily print-based editorial
					projects such as the new Cambridge Ben Johnson and the new Oxford
					Jonathan Swift.</p>
			</div>
			<div>
				<head>Have we gone wrong?</head>
				<p xml:id="robinson.dm.1.1.0080">In academic life (perhaps unlike
					in other spheres of human activity) to lead is to follow slightly
					in advance of where others are already going. Scholars are not
					now heading in the direction of electronic editions and
					pronouncements from on high will not force them to go there. We
					have to conclude that many scholars are not persuaded of the
					advantages of digital editions—or at least that they are still
					sufficiently satisfied with print editions as to be happy to
					continue to make and use them. About a decade ago, there was a
					small spate of articles hymning the glories of electronic
					editions as we then imagined them (e.g. <ref
						target="#mcgannj1997" type="bibliographic">McGann
						1995/1997</ref> and articles by myself and others in <ref
						target="#sutherlandk1997" type="bibliographic">Sutherland
						1997</ref>, <ref target="#landowgpanddelaneyp1993"
						type="bibliographic">Landow and Delaney 1993</ref>, and <ref
						target="#finneranrj1996" type="bibliographic">Finneran
						1996</ref>). Were we wrong then in our belief that the
					electronic scholarly editions to come would indeed be massively
					superior to anything that a print edition could ever be? We now
					have, as we did not then, several instances of full electronic
					editions. We no longer need to speak speculatively of what
					digital editions might be. It is now possible to compare what
					actually has been done with what we then thought might be
					possible. Is it that the actuality has fallen so far short of the
					hope?</p>
				<div>
					<head>What has gone right</head>
					<p xml:id="robinson.dm.1.1.0090">I do not think this is the case.
						We have seen several electronic editions which indeed do all
						that was imagined of them—by some of us anyway—ten years ago.
						We presumed then that we would find editions which presented
						the full text of important original sources alongside
						high-quality digital images: the <title level="s">Rosetti
							Archive</title> (<ptr
							target="http://www.rossettiarchive.org/"/>), <title level="s"
							>SEENET</title>, the <title level="s">Canterbury Tales
							Project</title>, and the <title level="m">Electronic
							Beowulf</title> (among others) have achieved that. We
						presumed then that text could be presented in many forms,
						representing different levels of editorial intervention and of
						readerly interest: again, the projects published over the last
						decade have offered just this. We presumed then that we would
						be able to offer a multiplicity of new ways to present
						variation among texts, freeing readers from arid collations:
						the <title level="s">Canterbury Tales Project</title>
						publications offer line by line comparisons between
						manuscripts, highlighting their differences, and much else. We
						presumed then that we would be able to offer readers a wealth
						of new tools to permit dramatic visualizations of relations
						among our texts and assist in their exploration: you can indeed
						find these now in, for example, the Blake archive (<ptr
							target="http://www.blakearchive.org/"/>), Estelle Stubbs'
						edition of the Hengwrt digital facsimile (<ref
							target="#stubbse2001" type="bibliographic">Stubbs
						2001</ref>), Martin Foys' <title level="m">Bayeux Tapestry
							Digital Edition</title> (<ref target="#foysm2003"
							type="bibliographic">Foys 2003</ref>), and my own edition of
						the <title level="m">Miller's Tale</title> on CD-ROM (<ref
							target="#robinsonp2004a" type="bibliographic">Robinson
							2004a</ref>)—not to mention perhaps the most elaborate and
						ambitious of all current electronic edition projects, the 28th
						Nestle-Aland edition of the Greek New Testament (<ptr
							target="http://nestlealand.uni-muenster.de/"/>). We presumed
						then that these texts would be searchable, in many different
						ways—and indeed they are. In one important respect, moreover,
						digital editions actually have greatly exceeded our original
						hopes: the extraordinary progress in computing hardware and
						software over the last ten years has made it possible to give
						editions interfaces of remarkable beauty and flexibility.</p>
					<p xml:id="robinson.dm.1.1.0100">From these examples (and there
						are several others) I think it is fair to conclude that digital
						editions can and do fulfill the hopes we had of them. True,
						print editions have not stood still over the period:
						computer-based typesetting and new production methods make it
						possible to create beautiful new print editions, such as Jim
						Mays' Coleridge (e.g. <ref target="#maysjcc2001"
							type="bibliographic">Mays 2001</ref>), or the Cornell
						Wordsworth (e.g. <ref target="#parrishsm1977"
							type="bibliographic">Parrish 1977</ref>). But I believe that
						the digital editions we have made over the last ten years now
						far exceed their print equivalents in what they include, in
						their ability to shape themselves to the reader's needs, in the
						routes they offer to understanding highly complex webs of
						knowledge. There is good evidence, too, that others share this
						view: in recent years, major academic awards have been won by
						digital editions. In 1998, the Beatrice White prize for an
						outstanding publication in Medieval and Renaissance studies was
						awarded to my edition of the <title level="m">Wife of Bath's
							Prologue</title> (<ref target="#robinsonp1996"
							type="bibliographic">Robinson 1996</ref>), the first time the
						award was given to a non-print publication. In 2001, Kevin
						Kiernan's <title level="m">Beowulf</title> (<ref
							target="#kiernank2003" type="bibliographic">Kiernan
							1999/2003</ref>) repeated the feat.</p>
				</div>
				<div>
					<head>What has gone wrong</head>
					<p xml:id="robinson.dm.1.1.0110">However, there is one crucial
						respect in which digital editions have not achieved our
						expectations. Some ten years ago, there were at least three
						major publishers offering to publish them: OUP, CUP, and
						Michigan. As I have explained above, all three have now stepped
						out of the field—a loss that is not made up for by the creation
						of SDE, operating out of my spare bedroom. We thought then that
						we had a sound publication model for digital editions: major
						publishers would publish them, just as they have always done
						for print editions. But this has not happened. Further, we now
						know anecdotally that many scholars remain sceptical of
						electronic publication. Combined with the movement by leading
						academic publishers away from this field, this scepticism leads
						rather easily to the opinion that electronic publication is not
							<soCalled>real</soCalled> publication at all. It is
						depressing to find cases where scholars do not use the digital
						editions one has gone to such trouble to make, even when they
						know of and have access to them. To give just one example: my
						edition of the <title level="m">Wife of Bath's Prologue</title>
						and several later <title level="s">Canterbury Tales
							Project</title> publications include Dan Mosser's
						descriptions of the <title level="m">Canterbury Tales</title>
						manuscripts. These descriptions are the result of several
						decades of work by Professor Mosser, in the course of which he
						has inspected every manuscript and every complete incunable
						copy (and very many fragments too); consulted with every
						leading scholar; read every article of note; and built up a
						formidable expertise in palaeography, codicology, and
						watermarks. By all odds, these are not just the most recent,
						but also the most careful and comprehensive accounts ever made
						of the <title level="m">Tales</title>' earliest texts. Despite
						this, I have come across several examples of work, even by
						senior scholars with access to Professor Mosser's research,
						where these essential resources have not been cited.</p>
				</div>
			</div>
			<div>
				<head>The current state of affairs</head>
				<p xml:id="robinson.dm.1.1.0120">Our discussion of the first of the
					two issues—the superiority of digital editions over print
					editions—thus leads us to two contradictory positions. Firstly,
					it is rather clear that well-made digital editions are better
					than print editions from the perspective of their users. I think
					the digital editions named above show this comprehensively and I
					am not aware of any study that attempts to argue the opposite.
					Indeed, of the many kinds of print objects produced over the last
					centuries, it is difficult to think of any genre that is so well
					adapted to the computer as the scholarly edition. The layers of
					footnotes, the multiplicity of textual views, the opportunities
					for dramatic visualization interweaving the many with each other
					and offering different modes of viewing the one within the
					many—all this proclaims <quote>I am a hypertext: invent a dynamic
						device to show me</quote>. The computer is exactly this dynamic
					device. There may be reasons to doubt the superiority of digital
					forms of other types of print objects such as books and
						newspapers.<note anchored="true">
						<p>Indeed, e-books and digital newspapers have in many areas,
							despite the expenditure of vast sums (far larger than has
							been spent on digital scholarly editions!), failed to impact
							on print publication. For doubts about the viability of
							e-books see Peter Meirs (<ref target="#meirspnd"
								type="bibliographic">Meirs [n.d.]</ref>). Some remarkable
							statistics on the failure of digital newspapers are given by
							Vin Crosbie (<ref target="#crosbiev2004a"
								type="bibliographic">Crosbie 2004a</ref>). For example, the
								<title level="j">Washington Post</title> has an audited
							print circulation of 732,904. Its digital circulation is 424.
							In a followup, Crosbie pointed out that there are in fact
							many successful instances of digital publishing in other
							categories of business publication—just not digital
							newspapers (<ref target="#crosbiev2004b" type="bibliographic"
								>Crosbie 2004b</ref>).</p>
					</note> But scholarly editions are something else again: if mass
					copying of the certain texts in the late days of the manuscript
					age prefigured the print age to come, then the elaborate print
					editions of the last decades have prefigured the digital age.</p>
				<div>
					<head>Tools</head>
					<p xml:id="robinson.dm.1.1.0130">Which leads us to the paradox:
						if digital editions are so manifestly superior, then why indeed
						are we in the state of affairs described above? Why are so many
						scholars, and so many scholarly projects, still making print
						editions? I suggest that the answer to this lies almost wholly
						in the second aspect to this problem: the availability of
						usable tools. Over the past two decades I have made two of the
						leading tools for making scholarly electronic editions. The
						first is the collation software <title level="m"
							>Collate</title>, which I first wrote as a set of VAX
						routines in the 1980s, and re-wrote into a Macintosh program in
						the 1990s. The second is the XML publication software <title
							level="m">Anastasia</title>, which I initiated in the
						mid-1990s. Several of the electronic editions named above
						depend heavily on these two tools. One can assert that it is
						indeed possible to use them to make digital editions which
						offer all we could hope for. But as their creator I think I am
						uniquely qualified to note that they are not easy to use: if
						everyone who wanted to make digital editions was required to
						use these two tools, very few digital editions would ever be
						made. Both tools require very high levels of dedication (though
						not particularly advanced computer skills). They can be
						frustrating in the extreme: perhaps refusing to work at all, or
						(just as bad) working in quite unexpected ways for reasons
						which are far from obvious. One can spend hours—days
						even—pursuing some slight problem with the programs' output.
						Typically, an editor using these tools will need large amounts
						of time, dogged determination, disciplined organization, and
						considerable help. It is not quite true that I am the only
						person in the world who can use <title level="m"
							>Collate</title> and <title level="m">Anastasia</title> (it
						would be an interesting exercise to trace all the humanities
						software that has been used only by its creators)—but it is
						uncomfortably close to the truth. The wonder is not so much
						that rather few projects have managed to go the whole distance
						with these tools, as it is that any have been able to do so at
						all.</p>
					<p xml:id="robinson.dm.1.1.0140">There are other tools about. The
						success of XML in establishing itself throughout the business
						and academic communities as the universal encoding system has
						brought with it many new tools for preparing and publishing
						texts. Furthermore, for more than a decade now, the <choice>
							<expan>Text Encoding Initiative</expan>
							<abbr>TEI</abbr>
						</choice> has been preparing text-encoding guidelines that have
						achieved wide acceptance in the humanities computing community.
						Indeed, the TEI encodings are fundamental to several of the
						editions named above, editions which simply could not have been
						made without the TEI. Once more, I believe I am in a unique
						position to pronounce on these guidelines, and hence on tools
						based on the TEI scheme in terms of their appropriateness to
						the wide range of actual scholars who want to make actual
						editions. I was chair of the working group that was responsible
						for the chapter on textual apparatus in the first published TEI
						guidelines, and so wrote the draft which formed the substance
						of the chapter. Somehow, although I was not formally a member
						of the working group on manuscript transcription, I attended a
						meeting of this group and ended up writing a draft that became
						the substance of the transcription chapter too. I am therefore
						responsible for some 50 of the 1250 plus pages of the <title
							level="m">Guidelines</title> as they were published in 1994.
						Further, these are the 50 pages of most concern to scholars
						making editions of texts based on primary sources. Several
						digital scholarly editions have indeed used these guidelines
						profitably, so it must be said that in terms of their immediate
						aim—to provide encodings which would support such editions—the
						guidelines were and are successful. But in terms of another
						aim, to provide a system which any reasonably competent
						humanities scholar can use (which, eventually, is the only aim
						that matters), the guidelines are a failure. One has only to
						see the look of dismay on a scholar's face when encountering
						their full horror for the first time to know this. One may
						contemplate, with equanimity, every complexity of Byzantine
						medieval military history but be quite defeated by the
						unfamiliar vocabulary of the mysteriously interconnected
						universe which is the TEI. All scholars bring the same two
						questions: where do I start? and where do I find what I need?
						But the answers each time are different, and even those expert
						in the TEI may struggle to find them—while engaging in intense
						theological disputes over the correct interpretation. Little
						wonder then that scholars choose to find other things to do—or
						to make print editions. I do not mean by this that the TEI is
						fundamentally wrong in its design and aims. In fact, the first
						priority had to be to make a system that worked, with usability
						a later concern. But this is the situation it has placed us in.
						Putting it simply: if a scholar has to understand how the TEI
						encodings work—and indeed, requires any more than a basic
						knowledge of how XML works—in order to make an electronic
						edition, very few will ever do so.</p>
					<p xml:id="robinson.dm.1.1.0160">Of course, the TEI and XML are
						encoding systems, not tools. One needs tools to put the
						encoding in and other tools to publish the encoded texts. Here,
						however, we are even worse off. There are certainly
						exceptionally powerful tools about and, with the widespread
						success of XML, many to choose from. But once more, they are
						not for everyone. One may take as an example the <title
							level="m">Oxygen</title> system. This is widely used by IT
						professionals, reasonably priced, and well supported and
						documented. But a glance at the vendor's website shows that it
						is not for the average academic working in the average
						department, with little or no specialist support. The first
						features listed at the site on January 15, 2005 were
							<quote>Different perspectives: source editor, XSLT debugger,
							tree viewer/editor</quote> and <quote>Support for XML 1.0,
							XML Schema, Relax NG , DTD and NRL schemas</quote>. A scholar
						struggling to find time to work on an edition between teaching,
						administration, and what used to be called leisure is unlikely
						to go much further. Yet <title level="m">Oxygen</title> is
						simplicity itself compared to some other XML editing tools:
						just look over the correspondence on the <title level="m"
							>EMACS</title> editor on any XML mailing list (e.g. on TEI-L
						for 14-17 January, 2005 [<ptr
							target="http://listserv.brown.edu/archives/tei-l.html"
						/>]).</p>
					<p xml:id="robinson.dm.1.1.0165">Even if our average scholar
						successfully does master <title level="m">Oxygen</title> or
						some other XML tool, he or she then needs to seek out a
						publication system that is able to handle reasonably large and
						complex documents with appropriate searching tools and
						interface customization. In the past, a publisher might be
						expected to do this (as, indeed, publishers have done for
						centuries for print editors). But, as we noted above, the
						supply of publishers willing to support complex electronic
						scholarly publications has dried up. So this means that our
						editor is likely to engage in some form of self-publishing,
						with whatever help he or she can muster. And that is not easy.
						Our editor will need, first of all, access to a web server with
						full permissions to configure as needed (something many
						universities, rather reasonably, routinely deny to individual
						academics). Presuming he or she is actually given permission,
						he or she will then need to configure the system. Here is a
						rather typical configuration put together by one humanities
						computing specialist:<note anchored="true">
							<p>This configuration is derived from a paper by Matt
								Zimmerman (<ref target="#zimmermanm2004"
									type="bibliography">Zimmerman 2004</ref>). This is
								actually (as Zimmerman intended) one of the simpler and
								more accessible attempts to put together an XML publishing
								system from Open Source tools. An instance of a more
								complex and powerful scheme is that used by STOA (see <ptr
									target="http://doxa.stoa.org/"/>): this involves
								installing Fedora Core 2, tomcat, cocoon, the tomcat
								connector, MySQL and postgres (with the postgresql driver),
								modifying many configuration files and running various
								pieces of start-up software. I note that the latest entry
								(as of March 3, 2005) in the installation blog begins
									<quote>6 Sept 2004: we are now rebuilding this machine as
									a dedicated cocoon server</quote>, while the previous
								entry shows they <quote>installed Fedora Core 2 on 3
									September 2004</quote>—suggesting it took highly
								experienced system engineers several days to do basic
								installation.</p>
							<p>Even systems which try to simplify matters by drawing all
								the pieces of software together so as to reduce the
								management of complex interactions can be little (if at
								all) less formidable to set up and run. The <soCalled>Quick
									Start</soCalled> instructions for installing the EXIST
								database system, for instance, run for pages: see <ptr
									target="http://exist.sourceforge.net/quickstart.html"/>;
								a look at the wiki for this system gives a sense of the
								complications involved in running this software (<ptr
									target="http://wiki.exist-db.org/space/start"/>). It also
								must be said that even after all the effort one might put
								into setting up and learning how to use these systems, they
								still have great difficulty carrying out certain tasks one
								might consider essential in a digital scholarly
								edition—showing a manuscript transcription page by page or
								manuscript line by manuscript line, presenting search
								results in a <soCalled>key word in context</soCalled>
								format, or showing individual hits highlighted within the
								source text.</p>
						</note></p>
					<list type="ordered">
						<item>Install the Apache webserver, set up so that it can be
							seen by the outside world</item>
						<item>Install the MySQL database</item>
						<item>Install the PHP package within Apache, permitting queries
							of the MySQL database for search purposes</item>
						<item>Install the Sablotron XSLT processor to transform the XML
							files to HTML when found</item>
						<item>Prepare scripts to translate the XML into the database,
							and further scripts for managing searching and display</item>
						<item>Set this up, make sure all the pieces are working
							together, keep it running.</item>
					</list>
					<p xml:id="robinson.dm.1.1.0170">To be sure, many people have
						been down this path before. Many computer systems arrive with
						many of these pieces already in place; XSLT scripts to manage
						the crucial XML transforms are also widely and freely
						available. But even with all this—and with much better
						documentation and training than is now available—one cannot
						imagine the gulf being bridged between the technical skills
						possessed by most editors and those required by publication
						systems they are required to use. It could be argued that the
						examples I have been giving are of open source systems, which
						typically do require higher levels of computer skill. But even
						if he or she can afford a proprietary system (and that is a
						large if), our scholar is still going to need a high level of
						skill to set up and configure the software, and then customize
						the interface for his or her data. And even then, he or she may
						still find that the software cannot do everything required of
						it.</p>
				</div>
				<div>
					<head>Publishers</head>
					<p xml:id="robinson.dm.1.1.0180">This gulf between the actual
						technical skills of scholars and those demanded of the
						publication systems should not come as a surprise. Translate
						the terms of this discussion to the print world. No-one would
						expect a scholar, having written a book, to set the type, make
						the paper, choose, configure, set up, run, and maintain the
						printing press, operate the binding machines, pack the books
						into boxes, store them, and finally take care of their
						marketing and distribution. These are exactly the tasks that,
						for five hundred years now, publishers have done for scholars.
						But the disappearance of publishers from the field of
						electronic scholarly publication has left us with a problem.
						Who, in their absence, is to do the equivalent for a digital
						publication?</p>
					<p xml:id="robinson.dm.1.1.0190">The answer that has emerged over
						the past decade is that these critical technical tasks—where
						they are done at all—are performed by institutional IT or
						humanities computing specialists. This means that the only
						scholars who are able to make digital editions are those few
						who are lucky enough to be at institutions which have capable
							experts.<note anchored="true">
							<p>I here distinguish the ability to make a complex scholarly
								edition in electronic form, such as those named earlier,
								from the ability to present relatively simple XML documents
								over the web. As the success of the digital library
								movement, especially in the US shows, many more
								institutions do have the ability to present
								simply-structured document (and image) collections (hence
								the proliferation of finding aids and electronic archives).
								However, the lack of the rich structure in these limits
								their ability to represent the wealth of interconnections
								within a scholarly edition, and thus limits their power as
								tools for research and reading.</p>
						</note> And there are rather few institutions that do—probably
						less than a dozen in the English speaking world. It might be
						argued that this should be enough: after all, fewer than a
						dozen academic publishers are sufficient to publish the great
						majority of the world's academic print output. But partly for
						reasons to do with academic politics, partly for reasons to do
						with simple logistics, the few institutions with such
						capability generally are unable to collaborate with many
						outside academics—and in some cases, with very few inside
						scholars either. It is not quite true that one needs to be
						tenured at the University of Virginia to make a scholarly
						electronic edition. Once again, however, it is too close to the
						truth for the health of us all.</p>
					<p xml:id="robinson.dm.1.1.0200">Suppose, then, you are a
						scholar—as most of us are—at one of the many institutions which
						does not boast a team of experts in TEI encoding and software
						tools. What are your choices? You have three:</p>
					<list type="ordered">
						<item>Become an expert in these things yourself. This will take
							time (very large amounts of time) that could have been spent
							on the scholarship itself</item>
						<item>Form a partnership with a group in an institution that
							has the necessary expertise. This requires attracting the
							attention of that group, which you will only do if your
							project is of overwhelming interest or (amounting to the same
							thing) you have lots of funding. Most scholarly editions do
							not qualify on either count.</item>
						<item>Decide that, after all, you will produce a print
							edition.</item>
					</list>
				</div>
			</div>
			<div>
				<head>Comparing the digital and print worlds</head>
				<p xml:id="robinson.dm.1.1.0210">Should you choose this third
					option, a pleasant surprise awaits you. While tools for making
					and publishing electronic scholarly editions seem rather too
					difficult for the average scholar, tools for making an impressive
					print edition are far easier to find and use. There are several
					based around Donald Knuth's venerable but beautiful typesetting
					system TeX, e.g. John Lavagnino and Dominic Wujastyk's <title
						level="m">EDMAC</title> program with Bernt Karasch's Critical
					Edition Typesetter (see <ptr
						target="http://www.homepages.ucl.ac.uk/~ucgadkw/edmac/index.html"
						/>)<note anchored="true">
						<p>The link to the Karasch site on the <title level="m"
								>EDMAC</title>s index page is broken. The correct URL as of
							March 3, 2005 is <ptr
								target="http://karas.ch/cet/cetmikte.htm"/>.</p>
					</note>); Typographica Academica Traiectina (<ptr
						target="http://www.typographica.nl"/>). Others are based on
					extensions of the Microsoft Word family of software: e.g. <title
						level="m">Imprimatur</title> (<ptr
						target="http://www.geocities.com/imprimaturweb/"/>) and the <choice>
						<expan>
							<title level="m">Classical Text Editor</title>
						</expan>
						<abbr>CTE</abbr>
					</choice> (<ptr target="http://www.oeaw.ac.at/kvk/cte/index.htm"
					/>), which seems the most fully developed and supported, and has
					been used by more than 16 projects and editions.</p>
				<p xml:id="robinson.dm.1.1.0220">Other pleasant thoughts console
					the editor who chooses to work with print. We have had centuries
					of experience in the making of print editions. We know what they
					look like, how they might be published and used. Particularly,
					there is a wealth of practical advice to draw on: how to prepare
					data about variation between versions; how to prepare the
					edition, apparatus, introductions and notes for the publisher. Of
					course too for print we have many possible choices for
					publication. There are all the traditional academic publishing
					houses—several of which, including Elsevier, Oxford, and
					Cambridge, have centuries-long traditions of publishing critical
					editions, leading at times back to the beginnings of print. Now
					these are joined by many smaller specialist publishers, including
					some that use <soCalled>on-demand</soCalled> systems for books
					with very small print runs.</p>
			</div>
			<div>
				<head>The way forward</head>
				<p xml:id="robinson.dm.1.1.0230">Given these circumstances, it is
					hardly surprising that electronic editions have not made the
					impact that we expected in the last years. But all the advantages
					we foresaw for them remain valid, and the few electronic editions
					that actually have been made have shown that these advantages are
					real and practical. I believe that it must still be our goal that
					most scholarly editions should be made and distributed in
					electronic form (often alongside a print counterpart) with
					comparatively few editions being made in print form alone. This
					is precisely the reverse of the situation at the moment. So how
					do we get there from where we are now?</p>
				<p xml:id="robinson.dm.1.1.0240">In the last decade, we have tried
					to promote the making of electronic scholarly editions by giving
					individuals the knowledge of the encoding schemes and of the
					software to exploit them. Thus the many courses in TEI encoding,
					usually with a software component, attached to humanities
					computing conferences or mounted by specialist centres. While
					these certainly have served some areas well (notably the digital
					library domain), they have had little impact on the scholarly
					editing community. I do not believe that putting on more such
					courses focussed on scholarly editing, attempting to produce
					better documentation, or further refining the TEI guidelines,
					will help.</p>
				<div>
					<head>Goals</head>
					<p xml:id="robinson.dm.1.1.0250">What will help, then? Our goal
						must be to ensure that any scholar able to make an edition in
						one medium should be able to make an edition in the other.
						Further, that an edition in either medium should be equally
						assured of appropriate distribution: just as once a library has
						bought a print edition it can be used by any member of the
						library for years to come, so too should it be for electronic
						editions.</p>
				</div>
				<div>
					<head>Tools</head>
					<p xml:id="robinson.dm.1.1.0260">Let us deal with each of these
						goals separately. The first is a matter of tools. Fundamental
						to the model of electronic scholarly edition as it has
						developed over the past decade is the inclusion of full
						transcripts of all witnesses to the text. These transcripts
						need complex structural and other encoding from which computer
						programs may generate full collations of all the witnesses.
						Further computer programs may offer different representations
						and analytic tools for studying the differences and
						similarities among the witnesses, and then present all these,
						typically alongside images of the manuscripts, within a single
						electronic interface. At present, to do all these tasks
						requires a range of different computer programs. A tool that
						brought all these into a single interface—that permitted
						submission of the transcripts, their collation, adjustment of
						the collation, presentation of collation analyses, presentation
						of the transcripts, and integration of editorial matter, all
						on-line—would go far to ease the way for scholars into
						electronic editions. One immediate benefit of this is that it
						would permit scholars to see, almost instantly, the effects of
						an editorial decision. At present, the long chain of software
						needed to make an electronic edition means that work is done in
						batch mode with each link of the chain being a discrete
						production stage: you do all the transcripts, then all the
						collation, then adjust the collation, then you put it all in a
						publication interface, and only then do you discover you made a
						mistake right back in the first transcription stage. So you go
						back, redo that, and go right through the chain once more to
						see if the fix worked. This wide gap between editorial decision
						and edition realization is perhaps the single largest problem
						with current systems (including my own) for making electronic
						editions. It is also the single area where systems such as TeX
						or the CTE are stronger: the editor makes a change and within
						moments, you can see the result.</p>
					<p xml:id="robinson.dm.1.1.0270">I am not the only scholar to
						recognize this weakness in current systems for preparing
						electronic scholarly editions, or even the first. At least two
						major efforts are under way which, to varying degrees, address
						the problem. The first is the Archway project, led by Kiernan
						with other scholars from the University of Kentucky (<ptr
							target="http://beowulf.engl.uky.edu/~kiernan/ARCHway/entrance.htm"
						/>). Its declared aims are to <quote>produce a system for
							building digital libraries of image-based scholarly editions
							for the humanities</quote>, and to <quote>lay the groundwork
							for sophisticated technical tools to interpret, assemble,
							disseminate, and maintain image-based scholarly editions on a
							continuing basis</quote>. The second is the NINES initiative,
						led by McGann and others at the University of Virginia. Among
						the many aims of this project is the creation of JUXTA,
							<quote>a text comparison and collation tool</quote> (<ptr
							target="http://www.nines.org/tools/tools.html"/>; see also
							<ptr target="http://www.nines.org/"/>). Both initiatives,
						however, have several other aims and it remains to be seen how
						far the tools they make will serve the needs of those of us who
						want to make electronic scholarly editions. It will not
						surprise the reader, then, to learn that I am planning to make
						such a tool. Tentatively named EDITION (for Editing Digital
						Interactive Texts through Online Networks) this will amalgamate
						the collation algorithms, built up over the last two decades
						and currently contained within <title level="m"
						>Collate</title>, into the <title level="m">Anastasia</title>
						electronic publishing system. To these we will add a CVS system
						for handling different versions of submitted transcripts, a
						relational database for storing editorial information relating
						to regularization and variant setting operations and
						phylogenetic and variant database tools for analysis of
						patterns of variation. The entire suite of tools will be
						bundled together so that scholars will be able to submit,
						validate, and collate transcripts, view and explore patterns in
						textual variation, and then see the collation, analyses,
						transcripts, and manuscript images all using a single web
						interface. Effectively, this will collapse all the many links
						of the chain by which we currently make editions such as <title
							level="m">The Miller's Tale on CD-ROM</title> into a single
						operation. We are currently (January 2005) seeking funding for
						this, with the aim of commencing work on this in July 2005.</p>
				</div>
				<div>
					<head>Publication</head>
					<p xml:id="robinson.dm.1.1.0280">Tools such as those described
						above might go some way to helping achieve our first goal: to
						bring it about so that scholarly electronic editions require no
						greater level of computer expertise than is required say for
						the CTE. But they will not satisfy the second goal: to provide
						a route to electronic publication which is as secure (and,
						therefore, likely to be as esteemed) as is now the case for
						print publication. Quite simply, making electronic editions and
						then just parking them on a website somewhere, hoping (firstly)
						that scholars will flock to your site and (secondly) the site
						will miraculously sustain and develop itself over the years, is
						not publication. There is no help for it. For people to learn
						about your site, and—especially—for the site to be kept alive
						as computer systems change, someone has to pay money. No
						granting agency will ever commit the funds to do this, in
						perpetuity—and nor should they. It could be argued that the
						move towards <soCalled>free</soCalled> publication in the
							humanities—<soCalled>free</soCalled> meaning of course that
						someone else pays—might provide a platform for these
						publications. But scholarly editions are highly complex
						publications, far removed from the pdf files which are the
						staple of the <choice>
							<expan>Open Archives Initiative</expan>
							<abbr>OAI</abbr>
						</choice> and its congenitors <ptr
							target="http://www.soros.org/openaccess/index.shtml"/>. I am
						very sceptical that systems designed for mass publication of
						scholarly articles and the like could cope with the editions we
						want to make (I am actually sceptical of the whole OAI concept,
						but that is another matter).</p>
					<p xml:id="robinson.dm.1.1.0290">On the other side, it can be
						said that scholarly editions of the kind we are making are
						among the <soCalled>must have</soCalled> items of any reputable
						humanities school. If we make them as they can be made, with
						the interface they should have, they will be used at every
						level: for reading, for exploration, for teaching, for simple
						fun. A successful model of institutional subscription has been
						established for electronic materials of this kind: witness the
						success of projects such as Early English Books Online (<ptr
							target="http://eebo.chadwyck.com/home"/>), the MEC, and
						online versions of the Oxford English Dictionary (<ptr
							target="http://dictionary.oed.com/"/>) and Dictionary of
						National Biography (<ptr target="http://www.oxforddnb.com/"/>).
						These show that academic institutions (and, we can suppose,
						individuals) will pay reasonable prices for high-quality
						academic electronic materials. It seems a fair hope, then, that
						scholarly electronic editions can be published, maintained, and
						extended by a subscription model. Once more, I will be
						exploring this later in 2005 with SDE as we begin to set up
						online subscription to our publications. Perhaps publishers
						will return to the field of electronic scholarly editions,
						after all.</p>
				</div>
			</div>
			<div>
				<head>Conclusions</head>
				<p xml:id="robinson.dm.1.1.0300">Throughout this article, I have
					expressed what I think should be our aim: that some time quite
					soon scholars wishing to make scholarly editions will naturally
					choose the electronic form. It follows then that all major series
					of scholarly editions, including those now published by the major
					academic presses, also will become digital. There will be
					exceptions: there always will be a place for a printed
						<soCalled>reader's edition</soCalled> or similar. But we should
					expect that for most of the purposes for which we now use
					editions, the editions we use will be electronic. We should do
					this not just to keep up with the rest of the world, but because
					indeed electronic editions make possible kinds of reading and
					research never before available and offer valuable insights into
					and approaches to the texts they cover.</p>
				<p xml:id="robinson.dm.1.1.0310">But this will not happen simply
					because we will it, or because this conclusion is obvious. We
					need some things we do not yet have: software that does not exist
					and established online publication systems that have yet to be
					created. Let us not wait too long for these.</p>
			</div>
		</body>
		<back>
			<div>
				<listBibl>
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				</listBibl>
			</div>
		</back>
	</text>
</TEI>
