[Paper]
Record linkage is a bedrock of quantitative social science, as analyses often
require linking data from multiple, noisy sources. Off-the-shelf string
matching methods are widely used, as they are straightforward and cheap to
implement and scale. Not all character substitutions are equally probable, and
for some settings there are widely used handcrafted lists denoting which string
substitutions are more likely, that improve the accuracy of string matching.
However, such lists do not exist for many settings, skewing research with
linked datasets towards a few high-resource contexts that are not
representative of the diversity of human societies. This study develops an
extensible way to measure character substitution costs for OCR’ed documents, by
employing large-scale self-supervised training of vision transformers (ViT)
with augmented digital fonts. For each language written with the CJK script, we
contrastively learn a metric space where different augmentations of the same
character are represented nearby. In this space, homoglyphic characters - those
with similar appearance such as O'' and0’’ - have similar vector
representations. Using the cosine distance between characters’ representations
as the substitution cost in an edit distance matching algorithm significantly
improves record linkage compared to other widely used string matching methods,
as OCR errors tend to be homoglyphic in nature. Homoglyphs can plausibly
capture character visual similarity across any script, including low-resource
settings. We illustrate this by creating homoglyph sets for 3,000 year old
ancient Chinese characters, which are highly pictorial. Fascinatingly, a ViT is
able to capture relationships in how different abstract concepts were
conceptualized by ancient societies, that have been noted in the archaeological
literature.