Privilege: Library Edition

When I came out against privilege, over a month ago, I wasn’t thinking about libraries. But, last week, while running some errands at three local libraries (within an hour), I got to think about library privileges.

During that day, I first started thinking about library privileges because I was renewing my CREPUQ card at Concordia. With that card, graduate students and faculty members at a university in Quebec are able to get library privileges at other universities, a nice “perk” that we have. While renewing my card, I was told (or, more probably, reminded) that the card now gives me borrowing privileges at any university library in Canada through CURBA (Canadian University Reciprocal Borrowing Agreement).

My gut reaction: “Aw-sum!” (I was having a fun day).

It got me thinking about what it means to be an academic in Canada. Because I’ve also spent part of my still short academic career in the United States, I tend to compare the Canadian academe to US academic contexts. And while there are some impressive academic consortia in the US, I don’t think that any of them may offer as wide a set of library privileges as this one. If my count is accurate, there are 77 institutions involved in CURBA. University systems and consortia in the US typically include somewhere between ten and thirty institutions, usually within the same state or region. Even if members of both the “UC System” and “CalState” have similar borrowing privileges, it would only mean 33 institutions, less than half of CURBA (though the population of California is about 20% more than that of Canada as a whole). Some important university consortia through which I’ve had some privileges were the CIC (Committee on Institutional Cooperation), a group of twelve Midwestern universities, and the BLC (Boston Library Consortium), a group of twenty university in New England. Even with full borrowing privileges in all three groups of university libraries, an academic would only have access to library material from 65 institutions.

Of course, the number of institutions isn’t that relevant if the libraries themselves have few books. But my guess is that the average size of a Canadian university’s library collection is quite comparable to its US equivalents, including in such well-endowed institutions as those in the aforementioned consortia and university systems. What’s more, I would guess that there might be a broader range of references across Canadian universities than in any region of the US. Not to mention that BANQ (Quebec’s national library and archives) are part of CURBA and that their collections overlap very little with a typical university library.

So, I was thinking about access to an extremely wide range of references given to graduate students and faculty members throughout Canada. We get this very nice perk, this impressive privilege, and we pretty much take it for granted.

Which eventually got me to think about my problem with privilege. Privilege implies a type of hierarchy with which I tend to be uneasy. Even (or especially) when I benefit from a top position. “That’s all great for us but what about other people?”

In this case, there are obvious “Others” like undergraduate students at Canadian institutions,  Canadian non-academics, and scholars at non-Canadian institutions. These are very disparate groups but they are all denied something.

Canadian undergrads are the most direct “victims”: they participate in Canada’s academe, like graduate students and faculty members, yet their access to resources is severely limited by comparison to those of us with CURBA privileges. Something about this strikes me as rather unfair. Don’t undegrads need access as much as we do? Is there really such a wide gap between someone working on an honour’s thesis at the end of a bachelor’s degree and someone starting work on a master’s thesis that the latter requires much wider access than the former? Of course, the main rationale behind this discrepancy in access to library material probably has to do with sheer numbers: there are many undergraduate students “fighting for the same resources” and there are relatively few graduate students and faculty members who need access to the same resources. Or something like that. It makes sense but it’s still a point of tension, as any matter of privilege.

The second set of “victims” includes Canadians who happen to not be affiliated directly with an academic institution. While it may seem that their need for academic resources are more limited than those of students, many people in this category have a more unquenchable “thirst for knowledge” than many an academic. In fact, there are people in this category who could probably do a lot of academically-relevant work “if only they had access.” I mostly mean people who have an academic background of some sort but who are currently unaffiliated with formal institutions. But the “broader public” counts, especially when a specific topic becomes relevant to them. These are people who take advantage of public libraries but, as mentioned in the BANQ case, public and university libraries don’t tend to overlap much. For instance, it’s quite unlikely that someone without academic library privileges would have been able to borrow Visual Information Processing (Chase, William 1973), a proceedings book that I used as a source for a recent blogpost on expertise. Of course, “the public” is usually allowed to browse books in most university libraries in North America (apart from Harvard). But, depending on other practical factors, borrowing books can be much more efficient than browsing them in a library. I tend to hear from diverse people who would enjoy some kind of academic status for this very reason: library privileges matter.

A third category of “victims” of CURBA privileges are non-Canadian academics. Since most of them may only contribute indirectly to Canadian society, why should they have access to Canadian resources? As any social context, the national academe defines insiders and outsiders. While academics are typically inclusive, this type of restriction seems to make sense. Yet many academics outside of Canada could benefit from access to resources broadly available to Canadian academics. In some cases, there are special agreements to allow outside scholars to get temporary access to local, regional, or national resources. Rather frequently, these agreements come with special funding, the outside academic being a special visitor, sometimes with even better access than some local academics.  I have very limited knowledge of these agreements (apart from infrequent discussions with colleagues who benefitted from them) but my sense is that they are costly, cumbersome, and restrictive. Access to local resources is even more exclusive a privilege in this case than in the CURBA case.

Which brings me to my main point about the issue: we all need open access.

When I originally thought about how impressive CURBA privileges were, I was thinking through the logic of the physical library. In a physical library, resources are scarce, access to resources need to be controlled, and library privileges have a high value. In fact, it costs an impressive amount of money to run a physical library. The money universities invest in their libraries is relatively “inelastic” and must figure quite prominently in their budgets. The “return” on that investment seems to me a bit hard to measure: is it a competitive advantage, does a better-endowed library make a university more cost-effective, do university libraries ever “recoup” any portion of the amounts spent?

Contrast all of this with a “virtual” library. My guess is that an online collection of texts costs less to maintain than a physical library by any possible measure. Because digital data may be copied at will, the notion of “scarcity” makes little sense online. Distributing millions of copies of a digital text doesn’t make the original text unavailable to anyone. As long as the distribution system is designed properly, the “transaction costs” in distributing a text of any length are probably much less than those associated with borrowing a book.  And the differences between “browsing” and “borrowing,” which do appear significant with physical books, seem irrelevant with digital texts.

These are all well-known points about online distribution. And they all seem to lead to the same conclusion: “information wants to be free.” Not “free as in beer.” Maybe not even “free as in speech.” But “free as in unchained.”

Open access to academic resources is still a hot topic. Though I do consider myself an advocate of “OA” (the “Open Access movement”), what I mean here isn’t so much about OA as opposed to TA (“toll-access”) in the case of academic journals. Physical copies of periodicals may usually not be borrowed, regardless of library privileges, and online resources are typically excluded from borrowing agreements between institutions. The connection between OA and my perspective on library privileges is that I think the same solution could solve both issues.

I’ve been thinking about a “global library” for a while. Like others, the Library of Alexandria serves as a model but texts would be online. It sounds utopian but my main notion, there, is that “library privileges” would be granted to anyone. Not only senior scholars at accredited academic institutions. Anyone. Of course, the burden of maintaining that global library would also be shared by anyone.

There are many related models, apart from the Library of Alexandria: French «Encyclopédistes» through the Englightenment, public libraries, national libraries (including the Library of Congress), Tim Berners-Lee’s original “World Wide Web” concept, Brewster Kahle’s Internet Archive, Google Books, etc. Though these models differ, they all point to the same basic idea: a “universal” collection with the potential for “universal” access. In historical perspective, this core notion of a “universal library” seems relatively stable.

Of course, there are many obstacles to a “global” or “universal” library. Including issues having to do with conflicts between social groups across the Globe or the current state of so-called “intellectual property.” These are all very tricky and I don’t think they can be solved in any number of blogposts. The main thing I’ve been thinking about, in this case, is the implications of a global library in terms of privileges.

Come to think of it, it’s possible that much of the resistance to a global library have to do with privilege: unlike me, some people enjoy privilege.

Inaccessible American Anthropology

Alex Golub describes in positive terms the recent announcement, by the main anthropological association in the United States (AAA), that some older articles from a newsletter (AN) and an academic journal (AA) will not require a paid subscription to be downloaded directly.

via Savage Minds: Notes and Queries in Anthropology — A Group Blog » AAA ‘goes OA’: The emphasis should be on ‘first step’.

via AAA ‘goes OA’: The emphasis should be on ‘first step’.

Some other links:

• AAA Open Access: Good, but Not “Historic,” Not “Unique,” Not “Among the First” « OPEN ANTHROPOLOGY.
• Open Access or Faux Access? :: Inside Higher Ed :: Higher Education’s Source for News, Views and Jobs.
• American Anthropology Association Tries Out Open Access – Chronicle.com.
• AAA: a little bit Open Access, a little bit closed « Culture Matters.

It’s probably just a knee-jerk reaction on my part but I just don’t see this as a step in the right direction. Sorry.

I can’t help but think that it’s a way to avoid discussions about actual Open Access (OA), not a way to address concerns of the broadest community over the problems related to access to scholarly material. In a discipline which is supposed to care about widespread access, shouldn’t such concerns be taken into careful consideration?

It may sound like a personal preference but I tend to give more credit to pilot projects and other time-limited offers from publishers. As an easy example, the current program advertised by Sage for the month of October.
Some fellow OA enthusiasts and activists have railed against the “trial period” attempts from major publishers (including previous “free access” months by Sage). Their reactions sounded similar to what I’m trying to say about the AAA “OA” plan. But I see those “limited-time free access offers” as more beneficial in an OA logic than the AAA’s “too little, too late” campaign.
One reason I find those publisher offers useful is that these periods during which access to scholarship is made easier usually cover the publisher’s whole database, which makes the benefit of OA much more obvious than having selected issues of selected publications offered at no cost on an association’s semi-obscure website. Someone who’s working on a specific topic could use these trial periods to simply accumulate a lot of material to read later (using Zotero or other tools to keep track of this massive amount of literature). It’s the academic equivalent of binging and it sounds a bit absurd, but it can work (I’ve done this myself, a few years ago; really enjoyed it).
Then, because these major publishers cover several disciplines, those periods during which one can “browse and download at will” really benefit from anthropology’s position at the junction of several disciplines.
There’s an added benefit which is directly in favour of OA: once the trial period is over, individual readers get to notice how sad the current situation of proprietary access really is.

When so much important material suddenly becomes out of reach, people tend to react. And that reaction has some  “marketing” dimensions which are completely absent from the AAA’s scheme. And I’m talking about marketing which would be potentially beneficial to thinking about broad access outside of the tiny box of whether or not university libraries need to pay subscription fees.

To use an awkward analogy… If subscriptions to academic journals were following the same business model as cable or satellite TV providers, these “free access” periods would help convince individual readers of academic journals to subscribe to some kind of monthly plan. A few people who already have site licenses might even elect to subscribe to an individual plan if there’s an added value (say, relevant articles are “pushed” directly to the user when they become available, a step in convenience above the “alerts” some publishers send). But such a plan would be much more valuable to the large number of people who currently don’t have the privilege of having a full and active account in a large university’s library system. This group includes professional academics outside of the academic mainstream as well as non-academics who can greatly benefit from access to academic literature. My hunch is that the number of these non-academics who would like to engage in academic reading is currently growing, partly because of the growing number of university degrees awarded around the world. But even if that number remains stable, this market is currently untapped.
(These kinds of library privileges are really nothing to sneeze at. I’ve heard people use them as one of the most important things to come with a university position. At the same degree of importance if not more than office space. And I find little reason for these privileges to be the prerogative of professional academics at large institutions.)

Of course, I’d much rather have full OA than a “cable TV plan for academia.” But, in a skewed way, the “cable TV” model is closer to true OA spirit than the AAA’s scheme.
Full OA remains a dream but I personally think that this dream can come true during my lifetime (I’m still young). In some contexts, full OA could take the form of publicly-funded access. Something similar to this neat invention that people in the United States call “the public library.” In other contexts, the better-known OA plans (including author-paid) may sound more convincing to people (less “socializing” than the public library concept). And I’m sure some people could devise other schemes which would alleviate access problems to academic texts while maintaining financial viability for at least some of the institutions involved (institutions which, it should be noted, provide very little if any money for such essential academic activities as scholarship and teaching).

So, I perceive those time-limited “free access” offers as an opportunity to get people thinking about OA. And I can’t help but think that the AAA’s press release is more about ending than about opening the discussion on access.
As others have pointed out, these same articles (and a lot more AAA content) are already available on JSTOR.  Now, JSTOR doesn’t have a “send PDF to a friend” button. Nor does it have a specific statement making it clear sending those article files to other people can be perfectly legitimate. (They do talk about U.S. fair use in their Terms and Conditions text but legalese is a bit hard to read for non-native speakers of the legal language). Still, if you think about access in broad terms, JSTOR in general is “accessible” enough that, given a JSTOR-subscribing institution nearby (and African universities have had sponsored licenses), someone could say that the level of access afforded these articles is already pretty decent.
The added benefit of the AAA’s scheme over the current availability on JSTOR (and elsewhere) will need to be assessed carefully. Given the age of these texts, the plan will probably have very limited impact on how frequently these articles are cited (an important OA benefit). Because AnthroSource is AAA-specific, the plan will likely have very limited impact on the visibility of the discipline (another OA benefit). Because of the way AnthroSource is set up, the plan will likely have limited impact in terms of convenience (a minor OA benefit which shouldn’t be forgotten). Unless Google Scholar changes the way it links to those articles, the AAA’s “OA” articles might not be that much easier to find than the other articles. Because only a very limited portion of AAA publications will be covered by the plan, it will probably be confusing to the casual user (“Is it American Ethnologist which is available free of charge? What years, again?”).

Basically, the “OA” plan might only be noticeable to professional academic anthropologists, most of whom already have full AnthroSource access. As we say in French, «un coup d’épée dans l’eau».

So, sorry, but I have no idea why this scheme would be a step in the direction of improved access to anthropological scholarship. My mind can be changed, with thoughtful arguments. It’s just that don’t “get” it at this point.

Bookish Reference

Thinking about reference books, these days.

Are models inspired by reference books (encyclopedias, dictionaries, phonebooks, atlases…) still relevant in the context of almost-ubiquitous Internet access?

I don’t have an answer but questions such as these send me on streams of thought. I like thought streaming.

One stream of thought relates to a discussion I’ve had with fellow Yulblogger Martin Lessard about “trust in sources.” IIRC, Lessard was talking more specifically about individuals but I tend to react the same way about “source credibility” whether the source is a single human being, an institution, or a piece of writing. Typically, my reaction is a knee-jerk one: “No information is to be trusted, regardless of the source. Critical thinking and the scientific method both imply that we should apply the same rigorous analysis to any piece of information, regardless of the alleged source.” But this reasoned stance of mine is confronted with the reality of people (including myself and other vocal proponents of critical thinking) acting, at least occasionally, as if we did “trust” sources differentially.

I still think that this trusty attitude toward some sources needs to be challenged in contexts which give a lot of significance to information validity. Conversely, maybe there’s value in trust because information doesn’t always have to be that valid and because it’s often more expedient to trust some sources than to “apply the same rigorous analysis to information coming from any source.”

I also think that there are different forms of trust. From a strong version which relates to faith, all the way to a weak version, tantamount to suspension of disbelief. It’s not just a question of degree as there are different origins for source-trust, from positive prior experiences with a given source to the hierarchical dimensions of social status.

A basic point, here, might be that “trust in source” is contextual, nuanced, changing, constructed… relative.

Second stream of thought: popular reference books. I’m still afraid of groupthink, but there’s something deep about some well-known references.

Just learnt, through the most recent issue of Peter Suber’s SPARC Open Access newsletter, some news about French reference book editor Larousse (now part of Hachette, which is owned by Lagardère) making a move toward Open Access. Through their Larousse.fr site, Larousse is not only making some of its content available for open access but it’s adding some user-contributed content to its site. As an Open Access enthusiast, I do find the OA angle interesting. But the user-content angle leads me in another direction having to do with reference books.

What may not be well-known outside of Francophone contexts is that Larousse is pretty much a “household name” in many French-speaking homes. Larousse dictionaries have been commonly used in schools and they have been selling quite well through much of the editor’s history. Not to mention that some specialized reference books published by Larousse, are quite unique.

To make this more personal: I pretty much grew up on Larousse dictionaries. In my mind, Larousse dictionaries were typically less “stuffy” and more encyclopedic in approach than other well-known French dictionaries. Not only did Larousse’s flagship Petit Larousse illustré contain numerous images, but some aspect of its supplementary content, including Latin expressions and proverbs, were very useful and convenient. At the same time, Larousse’s fairly extensive line of reference books could retain some of the prestige afforded its stuffier and less encyclopedic counterparts in the French reference book market. Perhaps because I never enjoyed stuffiness, I pretty much associated my view of erudition with Larousse dictionaries. Through a significant portion of my childhood, I spent countless hours reading disparate pieces of Larousse dictionaries. Just for fun.

So, for me, freely accessing and potentially contributing to Larousse feels strange. Can’t help but think of our battered household copies of Petit Larousse illustré. It’s a bit as if a comics enthusiast were not only given access to a set of Marvel or DC comics but could also go on the drawing board. I’ve never been “into” comics but I could recognize my childhood self as a dictionary nerd.

There’s a clear connection in my mind between my Larousse-enhanced childhood memories and my attitude toward using Wikipedia. Sure, Petit Larousse was edited in a “closed” environment, by a committee. But there was a sense of discovery with Petit Larousse that I later found with CD-ROM and online encyclopedias. I used a few of these, over the years, and I eventually stuck with Wikipedia for much of this encyclopedic fun. Like probably many others, I’ve spent some pleasant hours browsing through Wikipedia, creating in my head a more complex picture of the world.

Which is not to say that I perceive Larousse as creating a new Wikipedia. Describing the Larousse.fr move toward open access and user-contributed content, the Independent mostly compares Larousse with Wikipedia. In fact, a Larousse representative seems to have made some specific statements about trying to compete with Wikipedia. Yet, the new Larousse.fr site is significantly different from Wikipedia.

As Suber says, Larousse’s attempt is closer to Google’s knols than to Wikipedia. In contrast with the Wikipedia model but as in Google’s knol model, content contributed by users on the Larousse site preserves an explicit sense of authorship. According to the demo video for Larousse.fr, some specific features have been implemented on the site to help users gather around specific topics. Something similar has happened informally with some Wikipedians, but the Larousse site makes these features rather obvious and, as some would say, “user-friendly.” After all, while many people do contribute to Wikipedia, some groups of editors function more like tight-knit communities or aficionados than like amorphous groups of casual users. One interesting detail about the Larousse model is that user-contributed and Larousse contents run in parallel to one another. There are bridges in terms of related articles, but the distinction seems clear. Despite my tendency to wait for prestige structures to “just collapse, already,” I happen to think this model is sensible in the context of well-known reference books. Larousse is “reliable, dependable, trusty.” Like comfort food. Or like any number of items sold in commercials with an old-time feel.

So, “Wikipedia the model” is quite different from the Larousse model but both Wikipedia and Petit Larousse can be used in similar ways.

Another stream of thought, here, revolves around the venerable institution known as Encyclopædia Britannica. Britannica recently made it possible for bloggers (and other people publishing textual content online) to apply for an account giving them access to the complete online content of the encyclopedia. With this access comes the possibility to make specific articles available to our readers via simple linking, in a move reminiscent of the Financial Times model.

Since I received my “blogger accreditation to Britannica content,” I did browse some article on Britannica.com. I receive Britannica’s “On This Day” newsletter of historical events in my inbox daily and it did lead me to some intriguing entries. I did “happen” on some interesting content and I even used Britannica links on my main blog as well as in some forum posts for a course I teach online.

But, I must say, Britannica.com is just “not doing it for me.”

For one thing, the site is cluttered and cumbersome. Content is displayed in small chunks, extra content is almost dominant, links to related items are often confusing and, more sadly, many articles just don’t have enough content to make visits satisfying or worthwhile. Not to mention that it is quite difficult to link to a specific part of the content as the site doesn’t use page anchors in a standard way.

To be honest, I was enthusiastic when I first read about Britannica.com’s blogger access. Perhaps because of the (small) thrill of getting “privileged” access to protected content, I thought I might find the site useful. But time and again, I had to resort to Wikipedia. Wikipedia, like an old Larousse dictionary, is dependable. Besides, I trust my sense of judgement to not be too affect by inaccurate or invalid information.

One aspect of my deception with Britannica relates to the fact that, when I write things online, I use links as a way to give readers more information, to help them exercise critical thinking, to get them thinking about some concepts and issues, and/or to play with some potential ambiguity. In all of those cases, I want to link to a resource which is straightforward, easy to access, easy to share, clear, and “open toward the rest of the world.”

Britannica is not it. Despite all its “credibility” and perceived prestige, Britannica.com isn’t providing me with the kind of service I’m looking for. I don’t need a reference book in the traditional sense. I need something to give to other people.

After waxing nostalgic about Larousse and ranting about Britannica, I realize how funny some of this may seem, from the outside. In fact, given the structure of the Larousse.fr site, I already think that I won’t find it much more useful than Britannica for my needs and I’ll surely resort to Wikipedia, yet again.

But, at least, it’s all given me the opportunity to stream some thoughts about reference books. Yes, I’m enough of a knowledge geek to enjoy it.

Actively Reading Open Access

Open Access

I’ve been enthusiastic about OA (open access to academic texts) for a number of years. I don’t tend to be extremely active in the OA milieu but I do use every opportunity I can to talk about OA, both in formal academic contexts and in more casual and informal conversation.

My own views about Open Access are that it should be plain common-sense, for both scholars and “the public.” Not that OA is an ultimate principle, but it seems so obvious to me that OA can be beneficial in a large range of contexts. In fact, I tend to conceive of academia in terms of Open Access. In my mind, a concept related to OA runs at the very core of the academic enterprise and helps distinguish it from other types of endeavours. Simply put, academia is the type of “knowledge work ” which is oriented toward openness in access and use.

Historically, this connection between academic work and openness has allegedly been the source of the so-called “Open Source movement” with all its consequences in computing, the Internet, and geek culture.

Quite frequently, OA advocates focus (at least in public) on specific issues related to Open Access. An OA advocate put it in a way that made me think it might have been a precaution, used by OA advocates and activists, to avoid scaring off potential OA enthusiasts. As I didn’t involve myself as a “fighter” in the OA-related discussions, I rarely found a need for such precautions.

I now see signs that the Open Access movement is finally strong enough that some of these precautions might not even be needed. Not that OA advocates “throw caution to the wind.” But I really sense that it’s now possible to openly discuss broader issues related to Open Access because “critical mass has been achieved.”

Suber’s Newsletter

Case in point, for this sense of a “wind of change,” the latest issue of Peter Suber’s SPARC Open Access Newsletter.

Suber’s newsletter is frequently a useful source of information about Open Access and I often get inspired by it. But because my involvement in the OA movement is rather limited, I tend to skim those newsletter issues, more than I really read them. I kind of feel bad about this but “we all need to choose our battles,” in terms of information management.

But today’s issue “caught my eye.” Actually, it stimulated a lot of thoughts in me. It provided me with (tasty) intellectual nourishment. Simply put: it made me happy.

It’s all because Suber elaborated an argument about Open Access that I find particularly compelling: the epistemological dimension of Open Acces. Because of my perspective, I respond much more favourably to this epistemological argument than I would with most practical and ethical arguments. Maybe that’s just me. But it still works.

So I read Suber’s newsletter with much more attention than usual. I savoured it. And I used this new method of actively reading online texts which is based on the Diigo.com social bookmarking service.

Active Reading

What follows is a slightly edited version of my Diigo annotations on Suber’s text.

Peter Suber, SPARC Open Access Newsletter, 6/2/08

Annotated

June 2008 issue of Peter Suber’s newsletter on open access to academic texts (“Open Access,” or “OA”).

tags: toblog, Suber, Open Access, academia, publishing, wisdom of crowds, crowdsourcing, critical thinking

General comments

• Suber’s newsletters are always on the lengthy side of things but this one seems especially long. I see this as a good sign.
• For several reasons, I find this issue of Suber’s newsletter is particularly stimulating. Part of my personal anthology of literature about Open Access.

Quote-based annotations and highlights.

Items in italics are Suber’s, those in roman are my annotations.

• Open access and the self-correction of knowledge

  • This might be one of my favourite arguments for OA. Yes, it’s close to ESR’s description of the “eyeball” principle. But it works especially well for academia.
• Nor is it very subtle or complicated
  • Agreed. So, why is it so rarely discussed or grokked?
• John Stuart Mill in 1859
  • Nice way to tie the argument to something which may thought-provoke scholars in Humanities and Social Sciences.
• OA facilitates the testing and validation of knowledge claims
  • Neat, clean, simple, straightforward… convincing. Framing it as hypothesis works well, in context.
• science is self-correcting
  • Almost like “talking to scientists’ emotions.” In an efficient way.
• reliability of inquiry
  • Almost lingo-like but resonates well with academic terminology.
• Science is special because it’s self-correcting.
  • Don’t we all wish this were more widely understood?
• scientists eventually correct the errors of other scientists
  • There’s an important social concept, here. Related to humility as a function of human interaction.
• persuade their colleagues
• new professional consensus
• benefit from the perspectives of others
  • Tying humility, intellectual honesty, critical thinking, ego-lessness, and even relativist ways of knowing.
• freedom of expression is essential to truth-seeking
• opening discussion as widely as possible
  • Perhaps my favourite argument ever for not only OA but for changes in academia generally.
• when the human mind is capable of receiving it
  • Possible tie-in with the social level of cognition. Or the usual “shoulders of giants.”
• public scrutiny
  • Emphasis on “public”!
• protect the freedom of expression
  • The problem I have with the way this concept is applied is that people rely on pre-established institutions for this protection and seem to assume that, if the institution is maintained, so is the protection. Dangerous!
• If the only people free to speak their minds are people like the author, or people with a shared belief in current orthodoxy, then we’d rarely hear from people in a position to recognize deficiencies in need of correction.
  • This, I associate with “groupthink” in the “highest spheres” (sphere height being giving through social negotiation of prestige).
• But we do have to make our claims available to everyone who might care to read and comment on them.
  • Can’t help but think that *some* of those who oppose or forget this mainly fear the social risks associated with our positions being questioned or invalidated.
• For the purposes of scientific progress, a society in which access to research is limited, because it’s written in Latin, because authors are secretive, or because access requires travel or wealth, is like a society in which freedom of expression is limited.
• scientists who are free to speak their minds but lack access to the literature have no advantage over scientists without the freedom to speak their minds
• many-eyeballs theory
• many voices from many perspectives
• exactly what scientists must do to inch asymptotically toward certainty
• devil’s advocate
• enlisting as much help
• validate knowledge claims in public
• OA works best of all
  • My guess is that those who want to argue against this hypothesis are reacting in a knee-jerk fashion, perhaps based on personal motives. Nothing inherently wrong there, but it remains as a potential bias.
• longevity in a free society
  • Interesting way to put it.
• delay
• the friction in a non-OA system
  • The academic equivalent of cute.
• For scientific self-correction, OA is lubricant, not a precondition.
  • Catalyst?
• much of the scientific progress in the 16th and 17th centuries was due to the spread of print itself and the wider access it allowed for new results
  • Neat way to frame it.
• Limits on access (like limits on liberty) are not deal-breakers, just friction in the system
  • “See? We’re not opposed to you. We just think there’s a more efficient way to do things.”
• OA can affect knowledge itself, or the process by which knowledge claims become knowledge
• pragmatic arguments
  • Pretty convincing ones.
• The Millian argument for OA is not the “wisdom of crowds”
  • Not exclusively, but it does integrate the diversity of viewpoints made obvious through crowdsourcing.
• without attempting to synthesize them
  • If “wisdom of crowds” really is about synthesis, then it’s nothing more than groupthink.
• peer review and the kind of empirical content that underlies what Karl Popper called falsifiability
  • I personally hope that a conversation about these will occur soon. What OA makes possible, in a way, is to avoid the dangers which come from the social dimension of “peerness.” This was addressed earlier, and I see a clear connection with “avoiding groupthink.” But the assumption that peer-review, in its current form, has reached some ultimate and eternal value as a validation system can be questioned in the context of OA.
• watchdogs
• Such online watchdogs were among those who first identified problems with images and other data in a cloning paper published in Science by Woo Suk Hwang, a South Korean researcher. The research was eventually found to be fraudulent, and the journal retracted the paper….
  • Not only is it fun as a “success story” (CHE’s journalistic bent), but it may help some people understand that there is satisfaction to be found in fact-checking. In fact, verification can be self-rewarding, in an appropriate context. Seems obvious enough to many academics but it sounds counterintuitive to those who think of academia as waged labour.

Round-up

Really impressive round-up of recent news related to Open Access. What I tend to call a “linkfest.”

What follows is my personal selection, based on diverse interests.

• The venerable French encyclopedia, Larousse, will publish a free online edition, open to vetted user contributions.
  • http://www.earlham.edu/~peters/fos/2008/05/larousse-offers-free-online-access-some.html
• Harvard Law School joined the Harvard Faculty of Arts and Sciences in adopting an OA mandate. Just as in the FAS, the Law School mandate was adopted by a unanimous vote of the faculty.
  • http://www.earlham.edu/~peters/fos/2008/05/harvard-law-school-joins-harvard-fas-in.html
• The Canadian Library Association approved a Position Statement on Open Access for Canadian Libraries. It not only calls for a mandate OA for publicly-funded research, but regards embargo periods as a temporary compromise, justified only to help publishers adapt during a transition period.
  • http://www.earlham.edu/~peters/fos/2008/05/preview-of-cla-statement-on-oa.html
• Google Books and WorldCat agreed to link their records to one another.
  • http://www.earlham.edu/~peters/fos/2008/05/google-books-and-worldcat-records-link.html
• Microsoft pulled the plug on Academic Search, Book Search, and its book-scanning program. It will fulfill existing contracts (e.g. with the British Library), give digital copies of scanned books to their publishers, donate its book-scanning equipment to its partners, and remove usage restrictions the public-domain books it has already scanned.
  • http://www.earlham.edu/~peters/fos/2008/05/microsoft-phases-out-academic-search.html
• The Open Humanities Press launched with a portfolio of seven peer-reviewed OA journals.
  • http://www.earlham.edu/~peters/fos/2008/05/looking-forward-to-open-humanities.html
• Gramophone Magazine converted its 85 year backfile to OA.
  • http://www.earlham.edu/~peters/fos/2008/05/gramophone-magazine-provides-oa-to.html
• Scholars Without Borders created a list of peer-reviewed Open Access Journals published in India and the subcontinent.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-journals-published-in-india.html
• Science Commons and partners announced Health Commons, an ambitious ecosystem of OA literature and data, the semantic web, intelligent licensing, specimen-sharing services, and economies of scale, all in the service of developing cures. The other partners are CollabRx, CommerceNet, and the Public Library of Science.
  • http://www.earlham.edu/~peters/fos/2008/05/introduction-to-health-commons.html
• Medecins Sans Frontieres launched an OA repository.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-to-msf-field-research.html
• Scientists Without Borders launched an OA database to “coordinate science-based activities that improve quality of life in the developing world.”
  • http://www.earlham.edu/~peters/fos/2008/05/oa-database-to-coordinate-science.html
• The folks at EPrints revamped ROARMAP, the database of funder and university OA mandates. The front page now has a very useful tally of the worldwide OA mandates in six categories.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-mandate-tallies-at-roarmap.html
• The Open University of Israel started publishing OA textbooks.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-to-textbooks-from-open-u-of-israel.html
• The Academy of Sciences of the Czech Republic signed the Berlin Declaration on Open Access to Knowledge.
  • http://www.earlham.edu/~peters/fos/2008/05/czech-academy-signs-berlin-declaration.html
• Stanford University will provide OA to the papers of Stephen Jay Gould, and add cross-links to his sources.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-to-goulds-papers.html
• SURF released a new guide for scholars: How to use copyright wisely within scholarly communication.
  • http://www.earlham.edu/~peters/fos/2008/05/scholar-guide-to-copyright-now-in.html
• The Research Information Network released a major report on the costs and funding of scholarly communication in the UK.
  • http://www.earlham.edu/~peters/fos/2008/05/more-on-costs-of-scholarly.html
• The University of California Berkeley’s Center for Studies in Higher Education released a new report on faculty views on the future of scholarly communication.
  • http://www.earlham.edu/~peters/fos/2008/05/faculty-views-on-future-of-scholarly.html
• The Association of Research Libraries updated its Brown-Bag Discussion Guide Series on Issues in Scholarly Communication, adding new guides on Author Rights and New Model Publications.
  • http://www.earlham.edu/~peters/fos/2008/05/new-arl-scholarly-communication.html
• Les Carr reported that monthly deposits in UK institutional repositories doubled in the last 18 months.
  • http://www.earlham.edu/~peters/fos/2008/05/uk-repository-deposits-double-in-18.html
• Two OA activists won Berkman Awards “for their outstanding contributions to the Internet’s impact on society over the past decade”: Richard Baraniuk (of Connexions) and Carl Malamud (of Public.Resource.Org).
  • http://www.earlham.edu/~peters/fos/2008/05/two-oa-activists-win-berkman-awards.html
• Sean Kass, a third year Harvard law student, has released a 14 minute video, Open Access to Scholarly Publications. The video is a project in the course, The Web Difference, taught by John Palfrey and David Weinberger.
  • http://www.earlham.edu/~peters/fos/2008/05/video-on-oa.html
• Siyavula is a large, new open education project in the planning stage by the South African government.
  • http://www.earlham.edu/~peters/fos/2008/05/preview-of-siyavula-open-education.html
• Britain will provide temporary OA to its UFO files. After a month of OA, the files will convert to TA.
  • http://www.earlham.edu/~peters/fos/2008/05/oa-to-uk-ufo-files-for-limited-time.html

The H-Bomb in Open Access to Scholarship

As confirmed in the Chronicle of Higher Education, Harvard University’s Faculty of Arts and Sciences has just adopted a groundbreaking mandate “that requires faculty members to allow the university to make their scholarly articles available free online.”

Some coverage elsewhere:

• The Harvard Crimson :: Opinion :: The Case for Open Access
• Harvard faculty considers open access; Tools of Change conference puts publishers on alert – Library Journal
• Optimizing Harvard’s Proposed Open Access Self-Archiving Mandate – Open Access Archivangelism
• Harvard Proposal to Publish Scholarly Research Free on the Internet – New York Times

Peter Suber’s blog is a comprehensive source for Open Access news. Some of his posts covering the Harvard mandate:

• Harvard Faculty Council recommends an OA policy
• More on the imminent OA mandate at Harvard
• Harvard votes yes
• Text of the Harvard policy

Why are those news so important? Well, it’s the first such university mandate in the United States, so it does set a precedent in and of itself. (The UC system might be the second one.) But, of course, Harvard’s prestige is an important factor. Hence the “H-bomb” title: just mentioning “Harvard” has a very strong effect, so much so that some Harvard graduates refrain from mentioning their alma mater. As Suber assesses, Harvard’s support for Open Access makes it unlikely that publishers would refuse articles from Harvard faculty. Personally, I would even go so far as to say that the FUD spewed by “academic” publishers might become much less effective than it has previously been.

In other words, this is a big victory for scholarship. Too bad publishers see it as a defeat. Maybe like “content” lobby groups RIAA and MPAA, publishers will finally be hit by the “cluestick” and will begin to understand that it is, in fact, in their best interest to embrace openness.

Yes, call me naïve.

Open Access in Canada: CIHR Weighs In

This could be big news. Canada’s major health-research agency has announced policy support for Open Access.

Open access to health research publications: CIHR unveils new policy – CIHR

“This open access policy will serve as a model for other funding agencies”

On the other hand, this policy sounds “non-binding”:

CIHR will require its researchers to ensure that their original research articles are freely available online within six months of publication.

grant recipients must make every effort to ensure that their peer-reviewed research articles are freely available as soon as possible after publication

So, it’s not as strong as some other mandates out there. But that might not be such a bad thing either. The benefits of OA are sufficiently clear that the only thing which is needed is that it becomes common practise. If some researchers fail to comply right away, punishing them might not be the most appropriate action. In fact, the way the press release is written, the policy seems to encourage a positive attitude toward OA which sounds quite convincing in the context of Canadian academia.
There have been lots of talk about OA in Canada and elsewhere, but this action by the CIHR can have important consequences.

Personally, and though colleagues surely disagree, I appreciate the fact that “the public” is included in the statement:

As a publicly-funded organization, we have a responsibility to ensure that new advances in health research are available to those who need it and can use it – researchers world-wide, the public and policy makers.

Oh, sure, this doesn’t mean that patients will suddenly be able to use all sorts of information about diseases they may have. We all know about the dangers of self-diagnosis, so that might not be a good thing. The health science literature is difficult enough to understand that chances are that broad readership by the general public may not apply. But the point is made that research (applied or basic) is done for the common good. Not just to get tenure in a university. One thing which might happen, from OA, is that careers in research get started because of access to research documents. Instead of keeping research in the Ivory Tower, research can be more easily distributed to anyone. This can even prevent the spread of disinformation!

For one thing, Open Access to research publications makes a lot of sense in a society which gives so much importance to free access to information. IMHO, the social significance of the Canadian Access to Information Act is often underestimated.

I do hope agencies such as SSHRC will adopt policies similar to the CIHR. Actually the SSHRC has been active in terms of OA, but AFAICT, doesn’t “require its researchers to ensure that their original research articles are freely available online within six months of publication.” OTOH, the SSHRC does have an initiative to support OA journals financially.

Looking forward to what well-known OA advocates will say about this. Surely, they’ll be more critical than I am, saying that this action, on the part of the CIHR, is but one step in the direction of generalised OA.

I may be overly enthusiastic here. But I do think this can be a turning point in Canadian academia.