Introduction

Chapbook literature refers to heterogeneous, often short, inexpensive, and mass-printed productions, published since the beginning of printing (Gomis and Botrel 2019). In Spain, these productions can take the form of pliegos sueltos or pliegos de cordel due to their shape, a sheet folded several times, and their mode of sale, being hung with clothespins on strings (Botrel 2000; Gomis and Botrel 2019). Composed of a few pages, printed on low-quality paper, and illustrated with woodcuts, pliegos de cordel appear as a popular literature for the less educated people (see Figure 1). It is “a ‘frontier’ genre, with real ‘classics of the people,’ made of adaptations and appropriations” of scholarly literature (Botrel 2000). In verse or prose, both written and oral, they are characterized by a strong disparity in the types of text and themes addressed, such as narratives of events, which prefigure the periodic press, fiction, religious writings, songs, poems, plays, calendars, etc. (Gomis and Botrel 2019). Despite this great diversity of genres and themes, which makes difficult any work of taxonomy and modelling (Gomis and Botrel 2019) one constant remains: their mode of production. Indeed, chapbooks share a common layout and typography that gives them a visual identity. The literatura de cordel (or chapbook literature) can thus be considered as a publishing genre with its own codes and strategies (Botrel 2001).

Figure 1
Figure 1

Example of a pliego de cordel (Trobos discretos y divertidos, para entretener a los curiosos 1858).

Numerous digital libraries dedicated to literatura de cordel have emerged since the 1990s, as evidenced by the Catálogo y Biblioteca Digital de Relaciones de Sucesos (CBDRS), which has offered, since 1993, a digital portal for narratives of events produced between the 16th and 18th centuries (Pena Sueiro and García 2014). These digital projects are the result of large-scale initiatives of the collecting, cataloguing, and digitizing of printed materials held in many public and private institutions.

Just as pliegos are characterized by the heterogeneity of their content, digital libraries that disseminate them are also different in nature. They reflect the pluridisciplinary aspect of this literature, which interests many research communities (book history, literature, history, musicology, art history, etc.). The challenge for these libraries is to model the pliego as a hybrid object at the frontier between document, text, image, and speech, and to manage this complexity within their interface.

This article proposes an analysis of the strategies and approaches adopted by digital libraries to model and disseminate chapbook literature through a systematic study of their metadata and the resulting services. Although we are primarily interested in Hispanic chapbooks, to broaden our focus, here we have chosen to include digital projects dedicated to international equivalents of Hispanic chapbooks that share comparable features, such as Anglo-Saxon broadsides, French complaintes, or Brazilian folhetos.

Through this state of the art, the objective is first to highlight the contributions of digital technologies for the study of these “non-books,” which challenge the models traditionally used for the digital representation of books. We also identify the common points between these different libraries. We thus want to outline digital models for this type of document and to assist future projects in defining their own service offers.

Where to find chapbook literature online? A typology of digital libraries

We classified the seventeen projects included in our study into three types of digital libraries: general libraries, where chapbooks are a sub-collection of a larger collection; specialized portals that aggregate collections of several partner institutions; and thematic libraries dedicated to a particular collection or genre.

General libraries (see Table 1) are, in our case, digital counterparts of a physical library (the Biblioteca Nacional de Chile, the Cambridge University Library), or of heritage and academic institutions (the Universidad de Chile, Fundação Casa de Rui Barbosa, Generalitat de Catalunya). Within these libraries, chapbook literature appears as a sub-collection among a larger group of contents. The challenge for these general libraries is to adapt to all types of content, regardless of their theme, geographical origin, or time period. They target a varied public through a sober interface and services dedicated to bibliographical research and simple consultation. They resemble data providers whose aim is to offer an efficient access to their content (Mion-Mouton 2012).

Table 1

Description of the general libraries.

Project’s name Institutions Type of content Point of view
Cambridge University Digital Library (CUDL) Cambridge University 4500 pliegos (18th–19th centuries) Librarian Textual
Repositório Rui Barbosa de Informações Culturais (RUBI) Fundação Casa de Rui Barbosa (FCRB – Brazil) 9000 sheets (from the 1960s) Librarian
Coleccion Literatura oral y Tradiciones populares Biblioteca National Digital de Chile 327 pliegos (19th–20th centuries); 288 folletos (19th–20th centuries) Librarian
Coleccion Lira Popular Universidad de Chile 860 hojas volantes Librarian
Calaix Generalitat de Catalunya 3814 romanços Librarian

Specialized digital portals (see Table 2) function as aggregators that build fictitious collections from the contents of various institutions on the model of Europeana or the Digital Public Library Americana (DPLA). However, they differ from these generalist aggregators by offering collections-focused content that is typologically homogenous. For example, the portal Mapping Pliegos is dedicated to 19th-century Spanish pliegos de cordel; the CBDRS project presents narratives of events (relaciones de sucesos), a specific type of pliego; the portal Comedias Sueltas USA offers Spanish plays published in the form of sheets (sueltas) and preserved in North American libraries. These portals provide users with a single point of access that overcomes the typological fragmentation of collections in multiple institutions. They do not offer consultation of digitized chapbooks via their interface, but through the interface of the source digital libraries. Only the metadata necessary to identify the documents are directly accessible. These portals do not replace the other libraries from which they draw their content but are complementary tools that help users target their research. Their services are thus dedicated to bibliographical research. However, unlike general libraries, these services go beyond simple and advanced searches. They provide additional functionalities linked to the nature of their collections with, for instance, the implementation of indexes or thematic maps (Leblanc 2019).

Table 2

Description of specialized digital portals.

Project’s name Institutions Type of content Point of view
Catálogo y biblioteca Digital de Relaciones de Sucesos (CBDRS) Universidad de Coruña (Spain) 5958 narratives of events Librarian
Editorial
Mapping Pliegos Collective 25,000 pliegos from the 19th century Librarian
Editorial
Textual
Iconographic
Comedias Sueltas USA Alliance of several American libraries and academic institutions 4615 sueltas, the 17th century and the beginning of the 19th century Librarian
Editorial
Iconographic
Literatura de cordel y teatro en España Project of Santiago Cortés Hernández (Doctoral thesis) 450 pliegos between 1675 and 1825 Textual
Complaintes Criminelles CriminoCorpus (Museum of Justice, Crimes and Sentences – France) 1157 complaintes (between 1870 and 1939) Librarian
Editorial

Finally, specialized digital libraries (see Table 3) are designed for a particular collection or theme, such as the Biblioteca Virtual Cordel, which is dedicated to the Brazilian folhetos collection of the University of Poitiers, or the McGill Library’s Chapbook Collection, which publishes its English and American chapbooks (17th–19th centuries). They are characterized by a strong contextualization of their data, allowed by their narrower field of study. Moreover, some of them are the expression of research work on chapbook literature and propose a reading of contents from this specific point of view (Mion-Mouton 2012).

Table 3

Description of the specialized digital libraries.

Project’s name Institutions Type of content Point of view
Fundación Joaquín Díaz – Biblioteca Fundación Joaquín Díaz (Spain) 6675 pliegos Librarian
Editorial
Textual
Biblioteca Virtual Cordel University of Poitiers 4000 folhetos Librarian
Editorial
Textual
John Johnson Collection Bodleian Library 67,000 ephemera Librarian
Editorial
Iconographic
Impresos Populares Iberoamericanos (IPI) Collective (but the website is carried by the UNAM – Mexico) 876 cuadernillos, 1818 hojas volantes, 114 pliegos de cordel, 114 librillos, 6 libros Librarian
Editorial
Textual
McGill Library’s Chapbook Collection McGill Library (Canada) 900 chapbooks Librarian
Editorial
Textual
The Word on the Street National Library of Scotland 1800 broadsides between 1650 and 1910 Editorial
Textual
Broadside Ballads Online Bodleian Library and Oxford University 34,000 broadsides Librarian
Editorial
Iconographic

“Tell me your metadata and I’ll tell you who you are”: Metadata as a mirror of strategies for representing chapbook literature

Metadata, whether descriptive or technical, “allow us to move from a series of files to something that we can recognize as a document” (Bermès 2011, 295). As veritable “digital binders” (Bermès 2011, 292), they are necessary for the management of any collection, whether for conservation, classification, research, or navigation purposes (Bermès 2011, 295).

The choice of metadata is not trivial since it is the cornerstone of all digital libraries. It defines their organization, as well as their services. Whether it is the creation of search forms, maps, and indexes, or the proposal of paths in the collections, all these services are based on the metadata that describe the contents. Metadata thus contribute to the process of editorialization of content and knowledge, as defined by Marcello Vitali-Rosati. They shape and influence the way a user perceives and evaluates the information offered by the library. They create scientific contexts and offer various interpretations and points of view of a content, depending on the services with which they are presented (Vitali-Rosati 2016). Choosing metadata is both giving an orientation to one’s project (librarian, literary, historical, ethnographic, etc.), and defining the appearance of one’s library. Therefore, their analysis allows us to learn more about the approaches adopted by the digital libraries of our study to model and present their collections of chapbooks to their users.

1. Overview of the metadata chosen by the digital libraries dedicated to chapbooks

The metadata most present in the libraries studied are the title, the date, the name of the printer, the place of publication, the format of the document, and thematic keywords. Next are metadata about the author, the condition of the document, illustrations, and the holding institution, which is a central piece of information for digital portals. The rest of the metadata varies greatly between projects: for example, if the mention of the incipit seems common to specialized digital libraries, the presence of the name of the holding institution is more common to portals.

The choice of metadata reflects the type of digital library. Let’s take an example with the Digital National Library of Chile and its collection about Literatura oral y Tradiciones populares (see Figure 2).

Figure 2
Figure 2

Extract of the metadata of the Digital national library of Chile (La Polola, o, La reina de mis cantos 1908).

The information presented here goes to the essential. It is necessary to help users identify a document and distinguish it from other prints that might have a similar title or layout. This strategy is specific to generalist digital libraries. The choice of a simple and generic metadata model can be applied to their whole collection, regardless of the nature or the time period of the documents. Thus, in the example in Figure 3, we have randomly selected a content in the same library as in the previous example.

Figure 3
Figure 3

Extract of the metadata of the Digital national library of Chile (Rollin 1795).

We notice that the information given is identical, although this is a Roman history book from the late 18th century, and not a chapbook. The same observation can be made for the five generalist libraries of our corpus in which the metadata are rather generic to cover collections of varied documents (see Table 4).

Table 4

List of metadata chosen by generalist libraries.

Digital library Metadata
Cambridge University Digital Library (CUDL) Title, holding institution, classmark, thematic keywords, printer, publication place, date, physical description, format, material
Repositório Rui Barbosa de Informações Culturais (RUBI) Title, author, date, publication place, thematic keywords
Coleccion Literatura oral y Tradiciones populares Title, author, collection’s name, document type, text type, data, digital access, digital identifiers, format, physical description, table of contents
Coleccion Lira Popular Title, author, language, thematic keywords, format, copyrights, information about digitization
Calaix Title, URI, format, date, digital collection, abstract, physical description, thematic keywords, language, holding institution, copyright, table of contents

The choice of a generic model to describe chapbooks can be explained in several ways. For the librarian, it is a means to facilitate the cataloguing. It does not imply a wide knowledge of the whole collection of a library, as the evolutions of the profession prevent having an encyclopedic expertise on all the documents (Leblanc 2019). For users, it ensures a unified interface that simplifies searches and navigation through the digital library. Thus, for these types of projects, metadata don’t depend on the nature of data. Rather, they are related to institutional and librarian imperatives.

Specialized portals and thematic libraries, on the contrary, offer descriptions linked to the nature of their collections. As they are focused on a specific type of chapbooks or a specific time period, these projects have the possibility to define a more precise and elaborate metadata model. The portal CBDRS adopts a bibliographical approach (typography, collation of signatures, catchwords, initials, etc.). Similarly, the Impresos Populares Iberoamericanos (IPI) library gives information about the context of production and sale of 19th-century chapbooks (see Table 5). The level of granularity is more accurate and highlights different ambitions between general libraries and specialized ones. The latter appear as laboratories of research and experiment. Therefore, the choice of metadata is linked not only to librarian criteria, but also to research considerations. They depend on the institutional and scientific context in which they have been conceived.

Table 5

List of metadata chosen by specialized portals and libraries.

Digital library Metadata
Catálogo y Biblioteca Digital de Relaciones de Sucesos (CBDRS) Title, type of document, date, digital identifier, publication place, printer, format, number of pages, signature, typography, presence of catchwords, initials, license, bindings, type of discourse, type of writing, classmark, holding institution
Mapping Pliegos Title, author, publication place, editor, printer, date, page number, presence of illustrations, dimensions, incipit, thematic keywords, holding institution
Comedias Sueltas USA Holding institution, classmark, author, title, subtitle, date, imprint, language, format, signature, thematic keywords, digital identifier
Fundación Joaquín Díaz – Biblioteca Title, incipit, author, date, printer, publication place, list of contents, list of woodcuts, commentaries
Biblioteca Virtual Cordel Title, author, collection, type of document, language, date, page number, printer, presence of illustrations
Complaintes Criminelles Title, language, author, editor, classmark, tone, number of verses, presence of a chorus, date, commentaries, state of conservation, summary of the text, information about the tone
John Johnson Collection Title, digital identifiers, type of material, author, other contributors, incipit, date, physical form and production, thematic keywords, holding institution, classmark
Impresos Populares Iberoamericanos (IPI) Title, list of contents, date, page number, type of document, dimension, type and colour of the paper, state of conservation, printer, publication place, imprint, sale place, price, digital collection, information about the digitization
McGill Library’s Chapbook Collection Title, printer, imprint, date, document description, format, language, thematic keywords, type of text, digital collection, classmark, copyright, digital identifier
The Word on the Street Commentaries about the text, date, classmark
Literatura de cordel y teatro en España Imprint, date, title, page number, format, catchword, column number, description of illustrations, type of text, incipit
Broadside Ballads Online Title, incipit, printer, publication place, date, imprint

While the metadata adopted by these seventeen projects share some common features, such as the recurrent presence of imprint information, it is difficult to find a true consensus on the best method to describe these types of prints. It illustrates the wide variety of chapbooks and the numerous scientific communities interested in this subject, such as bibliographical historians (CBDRS, IPI, Comedias Sueltas USA), literary researchers (Literatura de cordel y teatro en España), specialists of folklore and orality (Complaintes criminelles, Fundación Joaquín Díaz) or even historians (The Word on the Street).

Therefore, the metadata here better reflect the perspective each project takes on chapbooks than the library type itself. These projects make a clear distinction between document, text, and illustration. Here, by document we mean “physical objects that contain some sort of inscribed information” (Pierazzo 2015, 47). It consists of a set of features that only take on their meaning when they are exploited by an agent (curator, cataloguer, reader, etc.). Without this action of the agent, the document remains an “inert object” (Pierazzo 2015, 49). When the inscriptions of a document are analyzed by a reader, they become a text that can be invested with different meanings depending on the interests of the reader (Pierazzo 2015). In the same way, an illustration is also a feature of a document, a graphic inscription that can be interpreted in different ways by an agent.

Considering these definitions, we identify four strategies for modelling and representing chapbooks:

A librarian-centred approach to document preservation with a focus on bibliographical information

An approach centred on book history where the document is perceived as the result of an editorial process

An approach centred on texts

An approach centred on illustrations

These different approaches are not exclusive, but complementary. The same project can offer services that emphasize some above others to address various scientific communities. For example, in the case of IPI, a space dedicated to the study of chapbooks from the perspective of book history (Búsqueda bibliográficas) and another one dedicated to the study of texts (Búsqueda literaria) coexist in the same interface. The Broadside Ballads Online project also offers different types of interfaces: one that displays a catalogue of printed materials that can be filtered by categories related to the editorial process, and the other one to the search of illustrations extracted from the chapbooks.

2. Chapbooks as documents: Between preservation of an archive and analysis of an editorial process

The interest in chapbooks as documents can lead to two different modelling strategies. If the agent is a librarian, printed materials are perceived from a librarian perspective. The objective is to preserve and make chapbooks available to as wide a public as possible (Repositório Rui Barbosa de Informações Culturais, Coleccion Literatura oral y Tradiciones populares, Coleccion Lira Popular, Cambridge University Digital Library, Calaix). These institutions describe their collections with information about the printer, the date, the place of edition, the type of documents, or material aspects (format, size, number of pages, document condition). When digital libraries preserve several types of chapbooks, the mention of the printer or the type of document is essential to organize contents for which the presence of a date or an author is inconsistent (Nieto 2015). It also allows one to distinguish them when their titles are identical or similar. For example, the Mapping Pliegos portal contains eight printings with identical title spellings (Décimas glosadas para cantar los aficionados), but two come from Córdoba and the other six from Madrid, with different dates and printers.

To structure their metadata, generalist libraries employ standards specific to the cataloguing of books in libraries (Nieto 2015). Among the standards used, we can mention MARC-XML, MARC 21, ISBD, or Dublin Core. However, these standards are mainly designed for cataloguing books. When they are applied to chapbooks, also called “non-books,” several fields are left empty. They also tend to minimize the importance of text or illustration, two elements that are nonetheless essential in the classification of these documents (Lambert 2015a; Lambert 2015b). Some libraries have then chosen to create their own standard, such as the John Johnson Collection at the Bodleian Library (Lambert 2015a).

It can be noted that the use of digital standards for the encoding of descriptive metadata is also an element that distinguishes generalist digital libraries from the specific ones. As we saw earlier, the former rely on librarian metadata standards, whereas the latter resort more often to “home-made” metadata, exception made for the McGill Library’s Chapbook Collection, which uses the XML-TEI standard. This tendency observed in thematic libraries and the lack of transparency about the standards used is a risk for interoperability and long-term preservation of data. This situation may be explained by the unsuitability of librarian standards to these types of documents. However, other standards like XML-TEI or XML-EAD could be used to describe chapbooks, as they offer a wider level of granularity to describe texts and documents that can adapt to the nature of chapbooks, as demonstrated by the McGill Library.

Each library in this study wishes to report, catalogue, disseminate, and reunite a disparate heritage. Often stored in boxes, these documents are invisible to users in physical library catalogues where only the boxes’ classification numbers are reported (Lambert 2015a). Digital technologies thus give them visibility and increase their accessibility.

However, not all the studied libraries are involved only in the preservation, cataloguing, and dissemination of a document. Depending on the way digital libraries use metadata, their focus may switch from a logic of preservation-dissemination to an approach centred on the analysis of chapbooks from the point of view of their production and sale (i.e., their editorial process). This is done through services that target this specific aspect of chapbooks. We can mention again the búsqueda bibliográfica of the IPI library, which consists of several search forms dedicated to the printer, his address, the selling price, or the colophon (see Figure 4).

Figure 4
Figure 4

Search forms of the IPI digital library (https://www.literaturaspopulares.org/ipm/w/Consulta:Impresos).

Several other libraries offer to explore their collections through this type of information as well, but in the form of indexes (Mapping Pliegos, Broadside Ballads Online, Comedias Sueltas USA, John Johnson Collection, Literatura Oral y Tradiciones Populares), as shown in Figure 5, or maps (Biblioteca Virtual Cordel), as exemplified in Figure 6. In the case of CBDRS, this editorial logic can be seen in the very organization of the library, where all the editions of the same title are grouped together. It is the chapbook as a multiple document that is emphasized here (Baena, Casas, and Cuadros 2013; Pena Sueiro and García 2014).

The representation of chapbooks as documents is similar across the studied libraries. It seems to reflect the consistency of the production and material form of chapbooks, which then appear as an editorial format or genre. However, this tacit consensus breaks down when libraries focus on text and illustrations, two approaches specific to thematic libraries and portals.

3. Chapbooks and text: When the reader comes into play

Among the projects that focus on textual aspects, three solutions can be considered to put “users-readers” in contact with texts and not only with documents.

The first solution is to include in the description thematic keywords related to the type of text or the addressed themes. These metadata allow projects to generate indexes on the same model as those proposed for the names of printers or the publication places. However, the projects are faced with the difficulty of choosing a taxonomy to describe the themes or the nature of texts that are often specific to this type of printed object. Some, such as the John Johnson Collection or the Cambridge University Digital Library (CUDL), use a library-specific controlled vocabulary (Library of Congress Subject Headings) and “in-house taxonomies” to successfully capture all facets of these prints (Lambert 2015a).

The use of a pre-existing controlled vocabulary, primarily designed for the description of documentary texts, is challenging because the themes of the chapbooks are mainly related to fiction. This forces projects to multiply keywords to describe the topic addressed by the texts, or to select only a few at the risk of overlooking some aspects (Nieto 2015). Other libraries, such as Literatura de cordel y teatro or Mapping Pliegos, then choose to create their own taxonomy, with the disadvantage, however, of a splintering of description methods from one project to another, making their interoperability difficult.

Libraries specialized in the study of one type of content can propose more detailed metadata specific to their corpus. For instance, Complaintes Criminelles gives some details on the crimes related by the complaintes, including links to newspapers that reported the facts. This emphasis on text and its content in the descriptions is taken to its extreme with The Word on the Street library, where each chapbook is described not with a list of metadata, but with a paragraph that looks like a scholarly commentary (see Figure 7). It contextualizes the text by providing information about the origin of the story being told, its form, as well as its reception and purposes. It insists more on the historical and literary aspects than on the documentary ones. By this choice of presentation of metadata, the project looks like a digital edition, where each chapbook benefits from a critical introduction and a transcription.

Figure 7
Figure 7

Scientific commentary of a broadside (The Word on the Street, https://web.archive.org/web/20220614123703/https://digital.nls.uk/broadsides/view/?id=15929).

These metadata about the text constitute a first level of analysis, which guides users in their research and gives them a general idea of the library collections. To get to the heart of the text, some projects provide users with full text search functionalities. These functionalities appear at two levels: first at the content level (Fundación Joaquín Díaz, Biblioteca Virtual Cordel, McGill Library) with a simple search bar associated with a visualization tool, then at the library level, that is, in all the collections (Fundación Joaquín Díaz, IPI, McGill Library).

While in some cases users can only view extracts of transcriptions that appear in the list of results of a query, in other cases the transcriptions are displayed directly to users in their entirety. This is the case for CUDL and The Word on the Street, which show the transcription and the facsimiles of a content in front of each other. As for IPI, only a few prints have been transcribed and edited. It is a collaborative work in progress, which relies on the willingness of users to contribute. The results of this process constitute a collection of their own within the library. This strategy corresponds to the logic of fragmentation of the interface adopted by this project to adapt to different communities of users.

With these first two solutions, libraries provide users with services that incite them to do their own research and analysis of texts. They appear as tools, as workspaces that encourage the exploration of contents and adapt to the needs of users. However, digital libraries can choose a third way by themselves proposing an analysis of the content of chapbooks with a specific point of view, which implies preliminary work on the corpus.

The analysis of printed material by the library can first be part of its set of services, with virtual exhibitions or thematic maps, for example. The Complaintes Criminelles library displays a map on its home page that shows the places where the crimes described in the complaintes took place (see Figure 8). Similarly, the IPI library offers several maps, including a geolocation of the places where the events depicted in the prints took place, and a thematic classification with a colour code according to the type of these events. The digital library is thus a place for publishing research results, which in turn become tools that allow users to explore the corpus from a particular perspective.

Figure 8
Figure 8

Map of the crimes depicted in the text (Complaintes Criminelles, https://web.archive.org/web/20220116164555/https://complaintes.criminocorpus.org/).

In the case of exhibitions or maps, only a part of the library is dedicated to highlight the results of a scientific research. However, it is possible to consider a library organized solely from this point of view, as shown by the project Literatura de cordel y teatro en España. The latter is the direct result of a doctoral thesis whose objective was to study chapbooks derived from plays. It makes the textual approach the core of its project. This leads to an organization that is very different from the other libraries in our study, insofar as the structuring unit of the library is no longer the print, but the play. A single work can thus group together several chapbooks from different printers’ workshops and different time periods.

The Literatura de cordel y teatro project is an extreme case in the choice of a textual approach to chapbooks, made possible by the restriction of the corpus to a specific genre. This emphasis on the literary aspect of the prints can be seen in the very title of the project. Indeed, while most of the projects emphasize the document, its form, or its production (Mapping Pliegos, Biblioteca Virtual Cordel, Impresos Populares Iberoamericanos, McGill’s Chapbook Collection, Comedias Sueltas USA, Complaintes Criminelles, Broadside Ballads Online), it is the textual aspect that is emphasized here (Literatura de cordel y teatro), something that can also be found with the project The Word on the Street.

Thus, though portals and general libraries only offer metadata related to the general theme or type of text, services and detailed metadata on the content of printed materials are more common in specialized libraries. The same can be said for an approach of chapbooks from the point of view of their illustrations.

4. Chapbooks and illustrations: Some digital quivering

The study of illustrations, which are part of the visual identity of chapbooks, is found at the margin of digital libraries. It appears in the metadata, usually with an indication of the number of illustrations (Mapping Pliegos, CUDL, Biblioteca Virtual Cordel, McGill Library) or a brief description (Fundación Joaquín Díaz). However only four of the seventeen projects studied have specific services dedicated to illustrations in addition to these few mentions in the metadata (Mapping Pliegos, John Johnson Collection, Broadside Ballads Online, and Comedias Sueltas USA).

These four projects have taken a different approach to describing and organizing illustrations. On the Mapping Pliegos side, illustrations, of which only a selection are accessible, are grouped according to their similarities based on a distinguishing feature, such as “women with a fan” or “men playing a musical instrument” (see Figure 6). The John Johnson Collection and Broadside Ballads Online libraries have chosen a thematic classification based on a specialized thesaurus for describing images called IconClass. Finally, Comedias Sueltas USA organizes its collections of illustrations by stamp; occurrences of the same stamp are grouped together.

These approaches are reflected in the very form of the catalogues and in the choice of the adopted techniques. To highlight visual similarities between illustrations, Mapping Pliegos uses the social network Pinterest and its wall of imageboards, which makes it possible to identify recurring motifs at glance (see Figure 9). Although John Johnson Collection and Broadside Ballads Online also take a thematic perspective, it is presented as an index of concepts derived from IconClass. Finally, Comedias Sueltas USA has considered a catalogue with a list of prints where the stamp has been used, which is an ongoing project.

These technical solutions target different research objectives. Mapping Pliegos, the John Johnson Collection, and Broadside Ballads Online provide tools for exploring chapbooks through their illustrations. These tools make it possible to analyze some themes or thematic relationships that exist between a text and an illustration. For the Comedias Sueltas library, the categorization of illustrations by stamp is a method of dating the chapbooks or identifying printers. It also allows users to study the way an illustration is distributed in a corpus, and how it was used. In this perspective, the Broadside Ballads Online library offers, in addition to its thematic index, a search engine by images (see Figure 10). Users can select all or part of an illustration and obtain identical or similar results, thus sharing the objectives of Comedias Sueltas in terms of analysis of the use and diffusion of stamps and patterns in a corpus.

Figure 10
Figure 10

Results of a query by image (Broadside Ballads Online, https://web.archive.org/web/20201204091345/http://imagematch.bodleian.ox.ac.uk:8000/).

Conclusion: Digital libraries facing the challenge of modelling a pluridisciplinary object

Chapbooks are complex documents that, despite their apparently simple form, have many facets. These facets lead to multiple interpretations, whether from the point of view of book history, literature, or art history. This pluridisciplinarity appears to be one of the main challenges that the projects must face. If some can avoid this issue by focusing on a specific aspect (Literatura de cordel y teatro with a literary approach, Complaintes Criminelles with a historical and musicological approach, The Word on the Street with a historical approach), others multiply search systems to address the needs of a diverse public (IPI, Mapping Pliegos, Broadside Ballads Online, Comedias Sueltas USA).

Despite an impression of abundance in the selected metadata and services, the projects tend to focus on the documentary and material aspects of chapbooks through an important work on bibliographical metadata. This is a common thread that gives structure and consistency to the representation of chapbooks in digital libraries. The study of chapbooks from the viewpoint of their editorial process constitutes indeed a preferred approach in the field of study on this type of content (Gomis and Botrel 2019). This is reflected by the way the digital libraries are structured.

Few of these libraries have yet been dedicated to an in-depth study of texts and illustrations, although some initiatives in this direction should be noted. The content of a print, which is another important line of research in the traditional analysis of chapbook literature (Gomis and Botrel 2019), is most often revealed through keywords describing the type of text and general topic. The projects here face the difficulty of choosing a pre-existing taxonomy that would suit not only books, but also non-fiction.

When the transcription is available, it is mainly used for full-text search, and is most often “invisible” to the user, who is only presented with portions of transcribed text during a search. Only Literatura de cordel y teatro and The Word on the Street offer an analysis of texts, either through a scientific commentary or an organization of the pliegos by the work of which they are a rewriting.

This absence of text and illustration in most projects can be explained by the mass of data they are confronted with. This amount of data makes it difficult to carry out further analysis without requiring advanced digital techniques that are costly from human, temporal, and financial points of view. However, recent advances in optical character recognition or computer vision applied to heritage documents open new perspectives. We can think of the processing and exploration of large corpora of chapbooks, whether in terms of text mining, with the possibility of identifying rewrites or studying the circulation of information on a large scale, or even of analysis of illustrations and of their reuse, as demonstrated by the Broadside Ballads Online project and more recently by the National Library of Scotland with its experiments on similarity detection within large corpora of chapbooks’ engravings (Dutta, Bergel, and Zisserman 2021).

Index of cited projects

Competing interests

The author has no competing interests to declare.

Contributions

Editorial

Section Editor

AKM Iftekhar Khalid, The Journal Incubator, University of Lethbridge, Canada

Gimena del Rio Riande, The Journal Incubator, Universidad de Buenos Aires, Argentina

Copy Editors

Christa Avram, The Journal Incubator, University of Lethbridge, Canada

Morgan Pearce, The Journal Incubator, University of Lethbridge, Canada

Layout/Managing Editor

Virgil Grandfield, The Journal Incubator, University of Lethbridge, Canada

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