Adema
Scanners, collectors and aggregators. On the underground movement of (pirated) theory text sharing
2009
# Scanners, collectors and aggregators. On the ‘underground movement’ of
(pirated) theory text sharing
_“But as I say, let’s play a game of science fiction and imagine for a moment:
what would it be like if it were possible to have an academic equivalent to
the peer-to-peer file sharing practices associated with Napster, eMule, and
BitTorrent, something dealing with written texts rather than music? What would
the consequences be for the way in which scholarly research is conceived,
communicated, acquired, exchanged, practiced, and understood?”_
Gary Hall – [Digitize this
book!](http://www.upress.umn.edu/Books/H/hall_digitize.html) (2008)
Ubu
web was founded in 1996 by poet [Kenneth
Goldsmith](http://en.wikipedia.org/wiki/Kenneth_Goldsmith "Kenneth Goldsmith")
and has developed from ‘a repository for visual, concrete and (later) sound
poetry, to a site that ‘embraced all forms of the avant-garde and beyond. Its
parameters continue to expand in all directions.’ As
[Wikipedia](http://en.wikipedia.org/wiki/UbuWeb) states, Ubu is non-commercial
and operates on a gift economy. All the same - by forming an amazing resource
and repository for the avant-garde movement, and by offering and hosting these
works on its platform, Ubu is violating copyright laws. As they state however:
‘ _should something return to print, we will remove it from our site
immediately. Also, should an artist find their material posted on UbuWeb
without permission and wants it removed, please let us know. However, most of
the time, we find artists are thrilled to find their work cared for and
displayed in a sympathetic context. As always, we welcome more work from
existing artists on site_.’
Where in the more affluent and popular media realms of block buster movies and
pop music the [Piratebay](http://thepiratebay.org/) and other download sites
(or p2p networks) like [Mininova](http://www.mininova.org/) are being sued and
charged with copyright infringement, the major powers to be seem to turn a
blind eye when it comes to Ubu and many other resource sites online that offer
digital versions of hard-to-get-by materials ranging from books to
documentaries.
This is and has not always been the case: in 2002 [Sebastian
Lütgert](http://www.wizards-of-
os.org/archiv/wos_3/sprecher/l_p/sebastian_luetgert.html) from Berlin/New York
was sued by the "Hamburger Stiftung zur Förderung von Wissenschaft und Kultur"
for putting online two downloadable texts from Theodor W. Adorno on his
website [textz.com](http://www.medienkunstnetz.de/artist/textz-
com/biography/), an underground archive for Literature. According to
[this](http://de.indymedia.org/2004/03/76975.shtml) Indymedia interview with
Lütgert, textz.com was referred to as ‘the Napster for books’ offering about
700 titles, focusing on, as Lütgert states _‘Theorie, Romane, Science-Fiction,
Situationisten, Kino, Franzosen, Douglas Adams, Kritische Theorie, Netzkritik
usw’._
The interview becomes even more interesting when Lütgert remarks that one can
still easily download both Adorno texts without much ado if one wants to. This
leads to the bigger question of the real reasons underlying the charge against
textz.com; why was textz.com sued? As Lütgert says in the interview: “ _Das
kann man sowieso_ [when referring to the still available Adorno texts] _._
_Aber es gibt schon lange einen klaren Unterschied zwischen offener
Verfügbarkeit und dem Untergrund. Man kann die freie Verbreitung von Inhalten
nicht unterbinden, aber man scheint verhindern zu wollen dass dies allzu offen
und selbstverständlich geschieht. Das ist es was sie stört.”
_
__
But how can something be truly underground in an online environment whilst
still trying to spread or disseminate texts as widely as possible? This seems
to be the paradox of many - not quite legal and/or copyright protected -
resource sharing and collecting communities and platforms nowadays. However,
multiple scenario’s are available to evade this dilemma: by being frankly open
about the ‘status’ of the content on offer, as Ubu does, or by using little
‘tricks’ like an easy website registration, classifying oneself as a reading
group, or by relieving oneself from responsibility by stating that one is only
aggregating sources from elsewhere (linking) and not hosting the content on
its own website or blog. One can also state the offered texts or multimedia
files form a special issue or collection of resources, emphasizing their
educational and not-for-profit value.
Most of the ‘underground’ text and content sharing communities seem to follow
the concept of (the inevitability of) ‘[information wants to be
free](https://openreflections.wordpress.com/tag/information-wants-to-be-
free/)’, especially on the Internet. As Lütgert States: “ _Und vor allem sind
die über Walter Benjamin nicht im Bilde, der das gleiche Problem der
Reproduzierbarkeit von Werken aller Art schon zu Beginn des letzten
Jahrhunderts vor sich hatte und erkannt hat: die Massen haben das Recht, sich
das alles wieder anzueignen. Sie haben das Recht zu kopieren, und das Recht,
kopiert zu werden. Jedenfalls ist das eine ganz schön ungemütliche Situation,
dass dessen Nachlass jetzt von solch einem Bürokraten verwaltet wird._ _A:
Glaubst Du es ist überhaupt legitim intellektuellen Inhalt zu "besitzen"? Oder
__Eigentümer davon zu sein?_ _S: Es ist *unmöglich*. "Geistiges" Irgendwas
verbreitet sich immer weiter. Reemtsmas Vorfahren wären nie von den Bäumen
runtergekommen oder aus dem Morast rausgekrochen, wenn sich "geistiges"
Irgendwas nicht verbreitet hätte.”_
What seems to be increasingly obvious, as the interview also states, is that
one can find virtually all Ebooks and texts one needs via p2p networks and
other file sharing community’s (the true
[Darknet](http://en.wikipedia.org/wiki/Darknet_\(file_sharing\)) in a way) –
more and more people are offering (and asking for!) selections of texts and
books (including the ones by Adorno) on openly available websites and blogs,
or they are scanning them and offering them for (educational) use on their
domains. Although the Internet is mostly known for the pirating and
dissemination of pirated movies and music, copyright protected textual content
has (of course) always been spread too. But with the rise of ‘born digital’
text content, and with the help of massive digitization efforts like Google
Books (and accompanying Google Books [download
tools](http://www.codeplex.com/GoogleBookDownloader)) accompanied by the
appearance of better (and cheaper) scanning equipment, the movement of
‘openly’ spreading (pirated) texts (whether or not focusing on education and
‘fair use’) seems to be growing fast.
The direct harm (to both the producers and their publishers) of the free
online availability of (in copyright) texts is also maybe less clear than for
instance with music and films. Many feel texts and books will still be
preferred to be read in print, making the online and free availability of text
nothing more than a marketing tool for the sales of the printed version. Once
discovered, those truly interested will find and buy the print book. Also more
than with music and film, it is felt essential to share information, as a
cultural good and right, to prevent censorship and to improve society.
This is one of the reasons the [Open
Access](http://en.wikipedia.org/wiki/Open_access_\(publishing\)) movement for
scientific research has been initiated. But where the amount of people and
institutions supportive of this movement is gradually growing (especially
where it concerns articles and journals in the Sciences), the spread
concerning Open Access (or even digital availability) of monographs in the
Humanities and Social Sciences (of which the majority of the resources on
offer in the underground text sharing communities consists) has only just
started.
This has lead to a situation in which some have decided that change is not
coming fast enough. Instead of waiting for this utopian Open Access future to
come gradually about, they are actively spreading, copying, scanning and
pirating scholarly texts/monographs online. Although many times accompanied by
lengthy disclaimers about why they are violating copyright (to make the
content more widely accessible for one), many state they will take down the
content if asked. Following the
[copyleft](http://en.wikipedia.org/wiki/Copyleft) movement, what has in a way
thus arisen is a more ‘progressive’ or radical branch of the Open Access
movement. The people who spread these texts deem it inevitable they will be
online eventually, they are just speeding up the process. As Lütgert states: ‘
_The desire of an increasingly larger section of the population to 100-percent
of information is irreversible. The only way there can be slowed down in the
worst case, but not be stopped._
Still we have not yet answered the question of why publishers (and their
pirated authors) are not more upset about these kinds of websites and
platforms. It is not a simple question of them not being aware that these kind
of textual disseminations are occurring. As mentioned before, the harm to
producers (scholars) and their publishers (in Humanities and Social Sciences
mainly Not-For-Profit University Presses) is less clear. First of all, their
main customers are libraries (compare this to the software business model:
free for the consumer, companies pay), who are still buying the legal content
and mostly follow the policy of buying either print or both print and ebook,
so there are no lost sales there for the publishers. Next to that it is not
certain that the piracy is harming sales. Unlike in literary publishing, the
authors (academics) are already paid and do not loose money (very little maybe
in royalties) from the online availability. Perhaps some publishers also see
the Open Access movement as something inevitably growing and they thus don’t
see the urge to step up or organize a collaborative effort against scholarly
text piracy (where most of the presses also lack the scale to initiate this).
Whereas there has been some more upsurge and worries about _[textbook
piracy](http://bookseller-association.blogspot.com/2008/07/textbook-
piracy.html)_ (since this is of course the area where individual consumers –
students – do directly buy the material) and websites like
[Scribd](http://www.scribd.com/), this mostly has to do with the fact that
these kind of platforms also host non-scholarly content and actively promote
the uploading of texts (where many of the text ‘sharing’ platforms merely
offer downloading facilities). In the case of Scribd the size of the platform
(or the amount of content available on the platform) also has caused concerns
and much [media coverage](http://labnol.blogspot.com/2007/04/scribd-youtube-
for-pirated-ebooks-but.html).
All of this gives a lot of potential power to text sharing communities, and I
guess they know this. Only authors might be directly upset (especially famous
ones gathering a lot of royalties on their work) or in the case of Lütgert,
their beneficiaries, who still do see a lot of money coming directly from
individual customers.
Still, it is not only the lack of fear of possible retaliations that is
feeding the upsurge of text sharing communities. There is a strong ideological
commitment to the inherent good of these developments, and a moral and
political strive towards institutional and societal change when it comes to
knowledge production and dissemination.
As Adrian Johns states in his
[article](http://www.culturemachine.net/index.php/cm/article/view/345/348)
_Piracy as a business force_ , ‘today’s pirate philosophy is a moral
philosophy through and through’. As Jonas Andersson
[states](http://www.culturemachine.net/index.php/cm/article/view/346/359), the
idea of piracy has mostly lost its negative connotations in these communities
and is seen as a positive development, where these movements ‘have begun to
appear less as a reactive force (i.e. ‘breaking the rules’) and more as a
proactive one (‘setting the rules’). Rather than complain about the
conservatism of established forms of distribution they simply create new,
alternative ones.’ Although Andersson states this kind of activism is mostly
_occasional_ , it can be seen expressed clearly in the texts accompanying the
text sharing sites and blogs. However, copyright is perhaps so much _an issue_
on most of these sites (where it is on some of them), as it is something that
seems to be simply ignored for the larger good of aggregating and sharing
resources on the web. As is stated clearly for instance in an
[interview](http://blog.sfmoma.org/2009/08/four-dialogues-2-on-aaaarg/) with
Sean Dockray, who maintains AAAARG:
_" The project wasn’t about criticizing institutions, copyright, authority,
and so on. It was simply about sharing knowledge. This wasn’t as general as it
sounds; I mean literally the sharing of knowledge between various individuals
and groups that I was in correspondence with at the time but who weren’t
necessarily in correspondence with each other."_
Back to Lütgert. The files from textz.com have been saved and are still
[accessible](http://web.archive.org/web/20031208043421/textz.gnutenberg.net/index.php3?enhanced_version=http://textz.com/index.php3)
via [The Internet Archive Wayback
Machine](http://web.archive.org/collections/web.html). In the case of
textz.com, these files contain ’typed out text’, so no scanned contents or
PDF’s. Textz.com (or better said its shadow or mirror) offers an amazing
collection of texts, including artists statements/manifestos and screenplays
from for instance David Lynch.
The text sharing community has evolved and now knows many players. Two other
large members in this kind of ‘pirate theory base network’ (although – and I
have to make that clear! – they offer many (and even mostly) legal and out of
copyright texts), still active today, are
[Monoskop/Burundi](http://burundi.sk/monoskop/log/) and
[AAAARG.ORG](http://a.aaaarg.org/). These kinds of platforms all seem to
disseminate (often even on a titular level) similar content, focusing mostly
on Continental Philosophy and Critical Theory, Cultural Studies and Literary
Theory, The Frankfurter Schule, Sociology/Social Theory, Psychology,
Anthropology and Ethnography, Media Art and Studies, Music Theory, and
critical and avant-garde writers like Kafka, Beckett, Burroughs, Joyce,
Baudrillard, etc.etc.
[Monoskop](http://www.burundi.sk/monoskop/index.php/Main_Page) is, as they
state, a collaborative wiki research on the social history of media art or a
‘living archive of writings on art, culture and media technology’. At the
sitemap of their log, or under the categories section, you can browse their
resources on genre: book, journal, e-zine, report, pamphlet etc. As I found
[here](http://www.slovakia.culturalprofiles.net/?id=7958), Burundi originated
in 2003 as a (Slovakian) media lab working between the arts, science and
technologies, which spread out to a European city based cultural network; They
even functioned as a press, publishing the Anthology of New Media Literature
(in Slovak) in 2006, and they hosted media events and curated festivals. It
dissolved in June 2005 although the
[Monoskop](http://www.slovakia.culturalprofiles.net/?id=7964) research wiki on
media art, has continued to run since the dissolving of Burundi.
As
is stated on their website, AAAARG is a conversation platform, or
alternatively, a school, reading group or journal, maintained by Los Angeles
artist[ Sean Dockray](http://www.design.ucla.edu/people/faculty.php?ID=64
"Sean Dockray"). In the true spirit of Critical Theory, its aim is to ‘develop
critical discourse outside of an institutional framework’. Or even more
beautiful said, it operates in the spaces in between: ‘ _But rather than
thinking of it like a new building, imagine scaffolding that attaches onto
existing buildings and creates new architectures between them_.’ To be able to
access the texts and resources that are being ‘discussed’ at AAAARG, you need
to register, after which you will be able to browse the
[library](http://a.aaaarg.org/library). From this library, you can download
resources, but you can also upload content. You can subscribe to their
[feed](http://aaaarg.org/feed) (RSS/XML) and [like
Monoskop](http://twitter.com/monoskop), AAAARG.org also maintains a [Twitter
account](http://twitter.com/aaaarg) on which updates are posted. The most
interesting part though is the ‘extra’ functions the platform offers: after
you have made an account, you can make your own collections, aggregations or
issues out of the texts in the library or the texts you add. This offers an
alternative (thematically ordered) way into the texts archived on the site.
You also have the possibility to make comments or start a discussion on the
texts. See for instance their elaborate [discussion
lists](http://a.aaaarg.org/discussions). The AAAARG community thus serves both
as a sharing and feedback community and in this way operates in a true p2p
fashion, in a way like p2p seemed originally intended. The difference being
that AAAARG is not based on a distributed network of computers, but is based
on one platform, to which registered users are able to upload a file (which is
not the case on Monoskop for instance – only downloading here).
Via[
mercurunionhall](http://mercerunionhall.blogspot.com/2009/06/aaaargorg.html),
I found the image underneath which depicts AAAARG.ORG's article index
organized as a visual map, showing the connections between the different
texts. This map was created and posted by AAAARG user john, according to
mercurunionhall.
Where AAAArg.org focuses again on the text itself - typed out versions of
books - Monoskop works with more modern versions of textual distribution:
scanned versions or full ebooks/pdf’s with all the possibilities they offer,
taking a lot of content from Google books or (Open Access) publishers’
websites. Monoskop also links back to the publishers’ websites or Google
Books, for information about the books or texts (which again proves that the
publishers should know about their activities). To download the text however,
Monoskop links to [Sharebee](http://www.sharebee.com/), keeping the actual
text and the real downloading activity away from its platform.
Another part of the text sharing content consists of platforms offering
documentaries and lectures (so multi-media content) online. One example of the
last is the [Discourse Notebook Archive](http://www.discoursenotebook.com/),
which describes itself as an effort which has as its main goal ‘to make
available lectures in contemporary continental philosophy’ and is maintained
by Todd Kesselman, a PhD Student at The New School for Social Research. Here
you can find lectures from Badiou, Kristeva and Zizek (both audio and video)
and lectures aggregated from the European Graduate School. Kesselman also
links to resources on the web dealing with contemporary continental
philosophy.
Society of Control is a website maintained by [Stephan
Dillemuth](http://www.kopenhagen.dk/fileadmin/oldsite/interviews/solmennesker.htm),
an artist living and working in Munich, Germany, offering amongst others an
overview of his work and scientific research. According to
[this](http://www2.khib.no/~hovedfag/akademiet_05/tekster/interview.html)
interview conducted by Kristian Ø Dahl and Marit Flåtter his work is a
response to the increased influence of the neo-liberal world order on
education, creating a culture industry that is more than often driven by
commercial interests. He asks the question ‘How can dissidence grow in the
blind spots of the ‘society of control’ and articulate itself?’ His website,
the [Society of Control](http://www.societyofcontrol.com/disclaimer1.htm) is,
as he states, ‘an independent organization whose profits are entirely devoted
to research into truth and meaning.’
Society of Control has a [library
section](http://www.societyofcontrol.com/library/) which contains works from
some of the biggest thinkers of the twentieth century: Baudrillard, Adorno,
Debord, Bourdieu, Deleuze, Habermas, Sloterdijk und so weiter, and so much
more, a lot in German, and all ‘typed out’ texts. The library section offers a
direct search function, a category function and a a-z browse function.
Dillemuth states that he offers this material under fair use, focusing on not
for profit, freedom of information and the maintenance of freedom of speech
and information and making information accessible to all:
_“The Societyofcontrol website site contains information gathered from many
different sources. We see the internet as public domain necessary for the free
flow and exchange of information. However, some of these materials contained
in this site maybe claimed to be copyrighted by various unknown persons. They
will be removed at the copyright holder 's request within a reasonable period
of time upon receipt of such a request at the email address below. It is not
the intent of the Societyofcontrol to have violated or infringed upon any
copyrights.”_
Important in this respect is
that he put the responsibility of reading/using/downloading the texts on his
site with the viewers, and not with himself: _“Anyone reading or looking at
copyright material from this site does so at his/her own peril, we disclaim
any participation or liability in such actions.”_
Fark Yaraları = [Scars of Différance](http://farkyaralari.blogspot.com/) and
[Multitude of blogs](http://multitudeofblogs.blogspot.com/) are maintained by
the same author, Renc-u-ana, a philosophy and sociology student from Istanbul.
The first is his personal blog (with also many links to downloadable texts),
focusing on ‘creating an e-library for a Heideggerian philosophy and
Bourdieuan sociology’ on which he writes ‘market-created inequalities must be
overthrown in order to close knowledge gap.’ The second site has a clear
aggregating function with the aim ‘to give united feedback for e-book
publishing sites so that tracing and finding may become easier.’ And a call
for similar blogs or websites offering free ebook content. The blog is
accompanied by a nice picture of a woman warning to keep quiet, very
paradoxically appropriate to the context. Here again, a statement from the
host on possible copyright infringement _: ‘None of the PDFs are my own
productions. I 've collected them from web (e-mule, avax, libreremo, socialist
bros, cross-x, gigapedia..) What I did was thematizing._’ The same goes for
[pdflibrary](http://pdflibrary.wordpress.com/) (which seems to be from the
same author), offering texts from Derrida, Benjamin, Deleuze and the likes:
_‘_ _None of the PDFs you find here are productions of this blog. They are
collected from different places in the web (e-mule, avax, libreremo, all
socialist bros, cross-x, …). The only work done here is thematizing and
tagging.’_
[](http://multitudeofblogs.blogspot.com/)Our
student from Istanbul lists many text sharing sites on Multitude of blogs,
including [Inishark](http://danetch.blogspot.com/) (amongst others Badiou,
Zizek and Derrida), [Revelation](http://revelation-online.blogspot.com/2009/02
/keeping-ten-commandments.html) (a lot of history and bible study), [Museum of
accidents](http://museumofaccidents.blogspot.com/) (many resources relating to
again, critical theory, political theory and continental philhosophy) and
[Makeworlds](http://makeworlds.net/) (initiated from the [make world
festival](http://www.makeworlds.org/1/index.html) 2001).
[Mariborchan](http://mariborchan.wordpress.com/) is mainly a Zizek resource
site (also Badiou and Lacan) and offers next to ebooks also video and audio
(lectures and documentaries) and text files, all via links to file sharing
platforms.
What is clear is that the text sharing network described above (I am sure
there are many more related to other fields and subjects) is also formed and
maintained by the fact that the blogs and resource sites link to each other in
their blog rolls, which is what in the end makes up the network of text
sharing, only enhanced by RSS feeds and Twitter accounts, holding together
direct communication streams with the rest of the community. That there has
not been one major platform or aggregation site linking them together and
uploading all the texts is logical if we take into account the text sharing
history described before and this can thus be seen as a clear tactic: it is
fear, fear for what happened to textz.com and fear for the issue of scale and
fear of no longer operating at the borders, on the outside or at the fringes.
Because a larger scale means they might really get noticed. The idea of
secrecy and exclusivity which makes for the idea of the underground is very
practically combined with the idea that in this way the texts are available in
a multitude of places and can thus not be withdrawn or disappear so easily.
This is the paradox of the underground: staying small means not being noticed
(widely), but will mean being able to exist for probably an extended period of
time. Becoming (too) big will mean reaching more people and spreading the
texts further into society, however it will also probably mean being noticed
as a treat, as a ‘network of text-piracy’. The true strategy is to retain this
balance of openly dispersed subversivity.
Update 25 November 2005: Another interesting resource site came to my
attention recently: [Bedeutung](http://http://www.bedeutung.co.uk/index.php),
a philosophical and artistic initiative consisting of three projects:
[Bedeutung
Magazine](http://www.bedeutung.co.uk/index.php?option=com_content&view=article&id=1&Itemid=3),
[Bedeutung
Collective](http://www.bedeutung.co.uk/index.php?option=com_content&view=article&id=67&Itemid=4)
and [Bedeutung Blog](http://bedeutung.wordpress.com/), hosts a
[library](http://www.bedeutung.co.uk/index.php?option=com_content&view=article&id=85&Itemid=45)
section which links to freely downloadable online e-books, articles, audio
recordings and videos.
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### 17 comments on " Scanners, collectors and aggregators. On the
‘underground movement’ of (pirated) theory text sharing"
1. Pingback: [Humanism at the fringe « Snarkmarket](http://snarkmarket.com/2009/3428)
2. Pingback: [Scanners, collectors and aggregators. On the 'underground movement' of (pirated) theory text sharing « Mariborchan](http://mariborchan.wordpress.com/2009/09/20/scanners-collectors-and-aggregators-on-the-underground-movement-of-pirated-theory-text-sharing/)
hi there, I'm the owner of the Scars of Différance blog, I'm grateful for your
reading which nurtures self-reflexivity.
text-sharers phylum is a Tardean phenomena, it works through imitation and
differences differentiate styles and archives. my question was inherited from
aby warburg who is perhaps the first kantian librarian (not books, but the
nomenclatura of books must be thought!), I shape up a library where books
speak to each other, each time fragmentary.
you are right about the "fear", that's why I don't reupload books that are
deleted from mediafire. blog is one of the ways, for ex there are e-mail
groups where chain-sharings happen and there are forums where people ask each
other from different parts of the world, to scan a book that can't be found in
their library/country. I understand publishers' qualms (I also work in a
turkish publishing house and make translations). but they miss a point, it was
the very movement which made book a medium that de-posits "book" (in the
Blanchotian sense): these blogs do indeed a very important service, they save
books from the databanks. I'm not going to make a easy rider argument and
decry technology.what I mean is this: these books are the very bricks which
make up resistance -they are not compost-, it is a sharing "partage" and these
fragmentary impartations (the act in which 'we' emancipate books from the
proper names they bear: author, editor, publisher, queen,…) make words blare.
our work: to disenfranchise.
to get larger, to expand: these are too ambitious terms, one must learn to
stay small, remain finite. a blog can not supplant the non-place of the
friendships we make up around books.
the epigraph at the top of my blog reads: "what/who exorbitates mutates into
its opposite" from a Turkish poet Cahit Zarifoğlu. and this logic is what
generates the slithering of the word. we must save books from its own ends.
Thanks for the link, good article, agree with the contents, especially like
the part 'Could, for instance, the considerable resources that might be
allocated to protecting, policing and, ultimately, sanctioning online file-
sharing not be used for rendering it less financially damaging for the
creative sector?'
I like this kind of pragmatic reasoning, and I know more people do.
By the way, checked Bedeutung, great journal, and love your
[library](http://www.bedeutung.co.uk/index.php?option=com_content&view=article&id=86&Itemid=46)
section! Will add it to the main article.
10. Pingback: [Mariborchan » Scanners, collectors and aggregators. On the 'underground movement' of (pirated) theory text sharing](http://mariborchan.com/scanners-collectors-and-aggregators-on-the-underground-movement-of-pirated-theory-text-sharing/)
This is Nick, the author of the JJPS project; thanks for the tweet! I actually
came across this blog post while doing background research for the project and
looking for discussions about AAAARG; found out about a lot of projects that I
didn't already know about. One thing that I haven't been able to articulate
very well is that I think there's an interesting relationship between, say,
Kenneth Goldsmith's own poetry and his founding of Ubu Web; a collation and
reconfiguration of the detritus of culture (forgotten works of the avant-
gardes locked up behind pay walls of their own, or daily minutiae destined to
be forgotten), which is something that I was trying to do, in a more
circumscribed space, in JJPS Radio. But the question of distribution of
digital works is something I find fascinating, as there are all sorts of
avenues that we could be investigating but we are not. The issue, as it often
is, is one of technical ability, and that's why one of the future directions
of JJPS is to make some of the techniques I used easier to use. Those who want
to can always look into the code, which is of course freely available, but
that cannot and should not be a prerequisite.
Hi Nick, thanks for your comment. I love the JJPS and it would be great if the
technology you mention would be easily re-usable. What I find fascinating is
how you use another medium (radio) to translate/re-mediate and in a way also
unlock textual material. I see you also have an Open Access and a Cut-up hour.
I am very much interested in using different media to communicate scholarly
research and even more in remixing and re-mediating textual scholarship. I
think your project(s) is a very valuable exploration of these themes while at
the same time being a (performative) critique of the current system. I am in
awe.
14. Pingback: [Text-sharing "in the paradise of too many books" – SLOTHROP](http://slothrop.com/2012/11/16/text-sharing-in-the-paradise-of-too-many-books/)
Interesting topic, but also odd in some respects. Not translating the German
quotes is very unthoughtful and maybe even arrogant. If you are interested in
open access accessibility needs to be your top priority. I can read German,
but many of my friends (and most of the world) can't. It take a little effort
to just fix this, but you can do it.
Dockray
Openings and Closings
2013
Militarization of campuses
Early, on a recent November morning, 400 Military Police with tear gas and helicopters arrested 72 people, almost all students of the University of Sao Paulo. Those people were occupying the Rectory in response to an other arrest – of 3 fellow students – which was itself a consequence of the contract that the university administration signed with the MP, an agreement inviting the police back onto campus after decades in which this presence was essentially prohibited. University “autonomy” had been established by Article 207 of the 1988 Brazilian Constitution to close a chapter on Brazil’s military rule, during which time the Military Police enforced a series of decrees aimed at eliminating opposition to the dictatorship, including the local articulation of the 1960’s student movement. The 1964 Suplicy de Lacerda law forbade student organizations from engaging in politics; in 1968, Institutional Act No. 5 did away with the writ of habeus corpus; and Decree 477 a year later gave university and education authorities the right to expel students and professors involved in protests. A similar provision of “university asylum” restricted the access of policemen onto Greece’s campuses for 35 years. Like Brazil, this measure was adopted after the fall of a military regime that had violently crushed student uprisings and, like Brazil, this prohibition on police incursions into campuses collapsed in 2011. Greek politicians abolished the law in order to more effectively implement austerity measures imposed by European financial interests. Ten days after the raid at the University of Sao Paulo, the chancellor of the University of California, Davis ordered police to clear a handful of tents from a campus quadrangle. Because the peaceful demonstration was planned in solidarity with other actions on UC campuses drawing inspiration from the “occupy movement,” police force swiftly and forcefully dismantled the encampment. Students were pepper-‐sprayed at close range by a well-‐armored policeman wearing little concern. Such examples of the militarization of university campuses have become more common, especially in the context of growing social unrest. In California, they demonstrate the continued influence of Ronald Reagan, not simply for implementing neoliberal policies that have slashed public programs, produced a trillion dollars in US student loan debt and contracted the middle class; but also for campaigning in 1966 for governor of California on a promise to crack down on campus activists, making partnerships with conservative school officials and the FBI in order to “clean out left-‐wing elements” from the University of California. Linda Katehi – that UC Davis chancellor – was also an author of a 2011 report that recommended terminating university asylum to the Greek government. The report noted that “the politicization of students… represents a beyond-‐reasonable involvement in the political process,” continuing on to state that “Greek University campuses are not secure” because of “elements that seek political instability.”
Mobilization of books
After the Military Police operation in Sao Paulo, the rector appeared on television to accuse the students of preparing Molotov cocktails; independent media, on the other hand, described the students carrying left-‐wing books. Even more recently at UC Riverside, a contingent faculty member holding a cardboard shield that was painted to look like the cover of Figures of the Thinkable, by Cornelius Castoriadis, was dragged across the pavement by police and charged with a felony, “assault with a deadly weapon.” In Berkeley, students covered a plaza in books, open and facedown, after their tent occupation was broken up. Many of the crests and seals of universities feature a book, no doubt drawing on the book as both a symbol of knowledge and an actual repository for it. And by extension, books have been mobilized at various moments in recent occupations and protests to make material reference to education and the metastasizing knowledge economy. No doubt the use of radical theory literalizes an attempt to bridge theory and practice, while evoking a utopian imaginary, or simply taking Deleuze’s words at face value: “There is no need to fear or hope, but only to look for new weapons.” Against a background of library closures and cutbacks, as well as the concomitant demands for the humanities and social sciences to justify themselves in economic terms, it is as if books have come into view, desperately, like a rat in daylight. There is almost nowhere for them to go – the space in the remaining libraries is being given over to audio-‐visual material, computer terminals, public programming, and cafes, while publishers are shifting to digital distribution models that are designed to circumvent libraries entirely. So books have come out onto the street. Militarization of Books When knowledge does escape the jurisdiction of both the state and the market, it’s often at the hands of students (both the officially enrolled and the autodidacts). For example, returning to Brazil, the average cost of required reading material for a freshman is more than six months of minimum wage pay, with up to half of the texts not available in Brazil or simply out of print. Unsurprisingly, a system of copy shops provides on-‐demand chapters, course readers, and other texts; but the Brazilian Association of Reprographic Rights has been particularly hostile to the practice. One year before Sao Paulo, at the Federal University in Rio de Janeiro, seven armed police officers in three cars (accompanied by the Chief of the Delegation for the Repression of Immaterial Property Crimes) raided the Xerox room of the School of Social Work, arresting the operator of the machines and confiscating all illegitimate copies. Similar shows of force have proliferated ever since Brazilian copyright law was amended in 1998 to eliminate the exceptions that had previously afforded the right to copy books for educational purposes. This act of reproduction, felt by students and faculty to be inextricably linked to university autonomy and the right to education, coalesced into a movement by 2006, Copiar Livro é Direito! (Copying Books is a Right!) Illicit copies, when confiscated, usually are destroyed. In this sense, it is worthwhile to understand such an event as a contemporary form of censorship, certainly not out of any ideological disapproval of the publication’s actual content, but rather an objection to the manner of its circulation. Many books banned (and burned) during the dictatorship were obviously a matter of content – those that could “destroy society’s moral base” might “put into practice a subversive plan that places national security in danger.” Even if explicit sexuality, crime, and drug use within literature are generally tolerated today (not everywhere, of course) the rhetoric contained within the 1970 decree that instituted censorship is still alive in matters of circulation. During negotiations for the multi-‐national Anti-‐Counterfeiting Trade Agreement (ACTA), the Bush and Obama administrations denied the public information, stating that it was “properly classified in the interest of national security.” Certain parts of the negotiations became known through Wikileaks and ACTA was revealed as a vehicle for exporting American intellectual property enforcement. Protecting intellectual property is essential, politicians claim, to maintaining the American “way of life,” although today this has less to do with the moral base of the country than the economic base – workers and corporations. America, Obama said in reference to ACTA, would use the “full arsenal of tools available to crack down on practices that blatantly harm our businesses.” Universities, those institutions for the production of knowledge, are deeply embedded in struggles over intellectual property, and moreover deployed as instruments of national security. The National Security Higher Education Advisory Board, which includes (surprise) Linda Katehi, brings together select university presidents and chancellors with the FBI, CIA, and other agencies several times per year. Developed to address intellectual property at the level of cyber-‐theft (preventing sensitive research from falling into the hands of terrorists) the congenial relationship between university administrations and the FBI raises the spectre of US government spying on student activists in the 1960’s and early 1970’s. Financialization of publishing To the side of such partnerships with the state, the forces of financialization have been absorbed into universities, again with the welcome of administrations. Towering US student loan debt is one very clear index; another, less apparent, but growing, is the highly controlled circulation of academic publishing, especially journals and textbooks. Although apparently marginal (or niche) in topic, the vertical structure of the corporations behind most journals is surprisingly large. The Dutch company Elsevier, for example, publishes 250,000 articles per year, and earned $1.6 billion (a profit margin of 36%) in 2010. Texts are written, peer reviewed, and edited on a voluntary basis (usually labor costs are externalized, for example to the state or university). They are sold back to university libraries at extraordinarily high prices, and the libraries are obliged to pay because their constituency relies on access to research as a material for further research. When the website library.nu was taken-‐down recently for providing access to over 400,000 digital texts, it was not the major “commercial” publishers that were behind the action, but a coalition of 17 educational publishers, including Elsevier, Springer, Taylor and Francis, the Cambridge University Press, and Macmillan. On the heels of FBI raids on prominent torrent sites, and with a similar level of coordination, this publishers’ alliance hired private investigators to deploy software “specifically developed by IT experts” to secure evidence. In order to expand their profitability, corporate academic publishers exploit and reinforce entrenched hierarchies within the academia. Compensation comes in the forms of CV lines and disciplinary visibility; and it is that very validation that individuals need to find and secure employment at research institutions. “Publish or die” is not anything new, but as employment grows increasingly temporary and managerial systems for assessment and quantifying productivity proliferate, it has grown more ominous. Beyond intensifying internal hierarchies, this publishing situation has widened the gap between the university and the rest of the world (even as it subjects the exchange of knowledge to the logic of the stock market); publications are meant for current students and faculty only, and their legitimacy is regularly checked against ID cards, passwords, and other credentials. One without such legitimacy finds themselves on the wrong side of a paywall. Here, we discover the quotidian dimension to the militarization of the university, in the inconveniences of proximity cards, accounts, and login screens. If our contemporary forms of censorship are focused on the manner of a thing’s circulation, then systems of control would be oriented towards policing access. Reprographic machines and file-‐sharing software are obvious targets but, with the advent of tablet computers (such as Apple’s iPad, marketed heavily towards students), so are actual textbooks. The practice of reselling textbooks, a yearly student money-‐saving ritual that is perfectly legal under the first-‐sale doctrine, has long represented lost revenue to publishers. So many, including MacMillan and McGraw-‐Hill, have moved strongly into the e-‐textbook market, which allows them to shut the door on the secondary market because students are no longer buying the things themselves, but only temporary access to the things.
Opening of Access
Open Access publishing articulates an alternative, in order to circumvent the entire parasitical apparatus and ultimately deliver texts to readers and researchers for free. In large part, its success depends on whether or not researchers choose to publish their work with OA journals or with pay-‐for-‐access ones. If many have chosen the latter, it is because of factors like reputation and the interrelation between publishing and departmental structures of advancement and power. Interestingly, it is institutions with the strongest reputations that are also pushing for more ‘openness.’ Princeton University formally adopted an open-‐access policy in 2011 (the sixth Ivy League school to do so) in order to discourage the “fruits of [their] scholarship” from languishing “artificially behind a pay wall.” MIT has long promoted openness of its materials, from OpenCourseWare (2002) to its own Open Access policy (2009), to a new online learning infrastructure, MITx. Why is it that elite, private schools are so motivated to open themselves to the world? Would this not dilute their status? The answer is obvious: opening up their research gives their faculty more exposure; it produces a positive image of an institution that is generous and genuinely interested in generating knowledge; and ultimately it builds the university’s brand. They are not giving away degrees and certainly not research positions – rather they are mobilizing their intellectual capital to attract publicity, students, donations, and contracts. We can guess what ‘opening up the university’ means for the institution and the faculty, but what about for the students, including those who may not have the proper title, those learners not enrolled? MITx is an adaptation of the common practice of distance learning, which has a century-‐and-‐a-‐half long history, beginning with the University of London’s External Programme. There are populist overtones (Charles Dickens called the External Programme the “People’s University”) to distance learning that coincide with the promises of public education more generally, namely making higher education available to those traditionally without means for it. History has provided us with less than desirable motivations for distance education – the Free University of Iran was said to have been desirable to the Shah’s regime because the students would never gather – but current western programs are influenced by other concerns. Beyond publicity and social conscience, many of these online learning programs are driven by economics. At the University of California, the Board of Regents launched a pilot program as part of a plan to close a 4.7 billion dollar budget gap, with the projection that such a program could add 25,000 students at 1.1% of the normal cost. Aside from MITx’s free component (it brings in revenue as well if people want to actually get “credit”) most of these distance-‐learning offerings are immaterial commodities. UCLA Extension is developing curricula and courses for Encore Career Institute, a for-‐profit venture bringing together Hollywood, Silicon Valley, and a chairwoman of the UC Regents, whose goal is to “deliver some of the fantastic intellectual property that UC has.” And even MITx is not without its restricted-‐access bedfellows; its pilot online course requires a textbook, which is owned by Elsevier. Students are here conceived of truly as consumers of product, and education has become a subgenre of publication. The classroom and library are seen as inefficient mechanisms for delivering education to the masses or, for that matter, for the delivering the masses to creditors, advertisers, and content providers. Clearly, classrooms will continue to exist, especially in the centers for the reproduction of the elite, such as those proponents of Open Access previously mentioned. But everywhere else, post-‐ classroom (and post-‐library) education is exploding. Students do not gather here and they certainly don’t sit-‐in or take over buildings; they don’t argue outside during a break, over a cigarette, nor do they pass books between themselves. I am not, however, a fatalist on this point – these may be networks of access managed by capital and policed by the state, but new collective forms and subjectivities are already emerging, exploiting or evading the logic of accounts, passwords, and access. They find each other across borders and across disciplines.
Negating Access
After the capitalist restructuring of the 1970s and 1980s, how do we understand the scenes of people clashing with police formations; the revival of campus occupations as a tactic; the disappearance of university autonomy; the withdrawal of learning into the disciplined walls of the academy; in short, how do we understand a situation that appears quite like before? One way – the theme of this essay – would be through the notion of “access.” If access has moved from a question of rights (who has access?) to a matter of legality and economics (what are the terms and price for access, for a particular person?) then over the past few decades we have witnessed access being turned inside-‐out, in a manner reminiscent of Marx’s “double freedom” of the proletariat: having access to academic resources while not being able to access each other. Library cards, passwords, and keys are assigned to individuals; and so are contracts, degrees, loans, and grades. Students (and faculty) are individuated at every turn, perhaps no more clearly than in online learning where each body collapses into their own profile. Access is not so much a passage into a space as it is an apparatus enclosing the individual. (In this sense, Open Access is one configuration of this apparatus). Two projects that I have worked within over the past 7 years – a file-‐sharing website for texts, AAAARG.ORG, and a proposal-‐based learning platform, The Public School – are ongoing efforts in escaping this regime of access in order to create some room to actually understand all of these conditions, their connection to larger processes, and the possibilities for future action. The Public School has no curriculum, no degrees, and nothing to do with the public school system. It is simply a framework within which people propose ideas for things they want to learn about with others; a rotating committee might organize this proposal into an actual class, bringing together a group of strangers and friends who find a way to teach each other. AAAARG.ORG is a collective library comprised of scans, excerpts, and exports that members of its public have found important enough to share with each other. They are premised, in part, on the proposition that making these kinds of spaces is an active, contingent process requiring the coordination, invention, and self-‐ reflection of many people over time. The creation of these kinds of spaces involves a negation of access, often bringing conflict to the surface. What this means is that the spaces are not territories on which pedagogy happens, but rather that the collective activity of making and defending these spaces is pedagogical.
In the militarized raids of campus occupations and knowledge-‐sharing assemblages, the state is acting to both produce and defend a structure that generates wealth from the process of education. While there are occasional clashes over content, usually any content is acceptable that circulates through this structure, and the very failure to circulate (to attract grant funding, attention, or feedback) becomes the operative, soft form of suppression. A resistant pedagogy should look for openings – and if they don’t exist, break them open – where space grows from a refusal of access and circulation, borders and disciplines; from an improvised diffusion that generates its own laws and dynamics. But a cautionary note – any time new social relations are born out of such an opening in space and time, a confrontation with power is not far behind.
This pamphlet is published in a series
of 7 as part of the Radical Open
Access II – The Ethics of Care
conference, which took place June
26-27 at Coventry University. More
information about this conference
and about the contributors to this
pamphlet can be found at:
http://radicaloa.co.uk/conferences/
ROA2
This pamphlet was made possible due
to generous funding from the arts
and humanities research studio, The
Post Office, a project of Coventry
University’s Centre for Postdigital
Cultures and due to the combined
efforts of authors, editors, designers
and printers.
Table of Contents
Guerrilla Open Access:
Terms Of Struggle
Memory of the World
Page 4
Recursive Publics and Open Access
Christopher Kelty
Page 6
Own Nothing
Balazs Bodo
Page 16
What if We Aren't the Only
Guerrillas Out There?
Laurie Allen
Page 26
Guerilla
Open
Access:
Terms Of
Struggle
In the 1990s, the Internet offered a horizon from which to imagine what society
could become, promising autonomy and self-organization next to redistribution of
wealth and collectivized means of production. While the former was in line with the
dominant ideology of freedom, the latter ran contrary to the expanding enclosures
in capitalist globalization. This antagonism has led to epochal copyfights, where free
software and piracy kept the promise of radical commoning alive.
Free software, as Christopher Kelty writes in this pamphlet, provided a model ‘of a
shared, collective, process of making software, hardware and infrastructures that
cannot be appropriated by others’. Well into the 2000s, it served as an inspiration
for global free culture and open access movements who were speculating that
distributed infrastructures of knowledge production could be built, as the Internet
was, on top of free software.
For a moment, the hybrid world of ad-financed Internet giants—sharing code,
advocating open standards and interoperability—and users empowered by these
services, convinced almost everyone that a new reading/writing culture was
possible. Not long after the crash of 2008, these disruptors, now wary monopolists,
began to ingest smaller disruptors and close off their platforms. There was still
free software somewhere underneath, but without the ‘original sense of shared,
collective, process’. So, as Kelty suggests, it was hard to imagine that for-profit
academic publishers wouldn't try the same with open access.
Heeding Aaron Swartz’s call to civil disobedience, Guerrilla Open Access has
emerged out of the outrage over digitally-enabled enclosure of knowledge that
has allowed these for-profit academic publishers to appropriate extreme profits
that stand in stark contrast to the cuts, precarity, student debt and asymmetries
of access in education. Shadow libraries stood in for the access denied to public
libraries, drastically reducing global asymmetries in the process.
4
This radicalization of access has changed how publications
travel across time and space. Digital archiving, cataloging and
sharing is transforming what we once considered as private
libraries. Amateur librarianship is becoming public shadow
librarianship. Hybrid use, as poetically unpacked in Balazs
Bodo's reflection on his own personal library, is now entangling
print and digital in novel ways. And, as he warns, the terrain
of antagonism is shifting. While for-profit publishers are
seemingly conceding to Guerrilla Open Access, they are
opening new territories: platforms centralizing data, metrics
and workflows, subsuming academic autonomy into new
processes of value extraction.
The 2010s brought us hope and then realization how little
digital networks could help revolutionary movements. The
redistribution toward the wealthy, assisted by digitization, has
eroded institutions of solidarity. The embrace of privilege—
marked by misogyny, racism and xenophobia—this has catalyzed
is nowhere more evident than in the climate denialism of the
Trump administration. Guerrilla archiving of US government
climate change datasets, as recounted by Laurie Allen,
indicates that more technological innovation simply won't do
away with the 'post-truth' and that our institutions might be in
need of revision, replacement and repair.
As the contributions to this pamphlet indicate, the terms
of struggle have shifted: not only do we have to continue
defending our shadow libraries, but we need to take back the
autonomy of knowledge production and rebuild institutional
grounds of solidarity.
Memory of the World
http://memoryoftheworld.org
5
Recursive
Publics and
Open Access
Christopher
Kelty
Ten years ago, I published a book calledTwo Bits: The Cultural Significance of Free
Software (Kelty 2008).1 Duke University Press and my editor Ken Wissoker were
enthusiastically accommodating of my demands to make the book freely and openly
available. They also played along with my desire to release the 'source code' of the
book (i.e. HTML files of the chapters), and to compare the data on readers of the
open version to print customers. It was a moment of exploration for both scholarly
presses and for me. At the time, few authors were doing this other than Yochai Benkler
(2007) and Cory Doctorow2, both activists and advocates for free software and open
access (OA), much as I have been. We all shared, I think, a certain fanaticism of the
convert that came from recognizing free software as an historically new, and radically
different mode of organizing economic and political activity. Two Bits gave me a way
to talk not only about free software, but about OA and the politics of the university
(Kelty et al. 2008; Kelty 2014). Ten years later, I admit to a certain pessimism at the
way things have turned out. The promise of free software has foundered, though not
disappeared, and the question of what it means to achieve the goals of OA has been
swamped by concerns about costs, arcane details of repositories and versioning, and
ritual offerings to the metrics God.
When I wrote Two Bits, it was obvious to me that the collectives who built free
software were essential to the very structure and operation of a standardized
Internet. Today, free software and 'open source' refer to dramatically different
constellations of practice and people. Free software gathers around itself those
committed to the original sense of a shared, collective, process of making software,
hardware and infrastructures that cannot be appropriated by others. In political
terms, I have always identified free software with a very specific, updated, version
of classical Millian liberalism. It sustains a belief in the capacity for collective action
and rational thought as aids to establishing a flourishing human livelihood. Yet it
also preserves an outdated blind faith in the automatic functioning of meritorious
speech, that the best ideas will inevitably rise to the top. It is an updated classical
liberalism that saw in software and networks a new place to resist the tyranny of the
conventional and the taken for granted.
6
Christopher Kelty
By contrast, open source has come to mean something quite different: an ecosystem
controlled by an oligopoly of firms which maintains a shared pool of components and
frameworks that lower the costs of education, training, and software creation in the
service of establishing winner-take-all platforms. These are built on open source, but
they do not carry the principles of freedom or openness all the way through to the
platforms themselves.3 What open source has become is now almost the opposite of
free software—it is authoritarian, plutocratic, and nepotistic, everything liberalism
wanted to resist. For example, precarious labor and platforms such as Uber or Task
Rabbit are built upon and rely on the fruits of the labor of 'open source', but the
platforms that result do not follow the same principles—they are not open or free
in any meaningful sense—to say nothing of the Uber drivers or task rabbits who live
by the platforms.
Does OA face the same problem? In part, my desire to 'free the source' of my book
grew out of the unfinished business of digitizing the scholarly record. It is an irony
that much of the work that went into designing the Internet at its outset in the
1980s, such as gopher, WAIS, and the HTML of CERN, was conducted in the name
of the digital transformation of the library. But by 2007, these aims were swamped
by attempts to transform the Internet into a giant factory of data extraction. Even
in 2006-7 it was clear that this unfinished business of digitizing the scholarly record
was going to become a problem—both because it was being overshadowed by other
concerns, and because of the danger it would eventually be subjected to the very
platformization underway in other realms.
Because if the platform capitalism of today has ended up being parasitic on the
free software that enabled it, then why would this not also be true of scholarship
more generally? Are we not witnessing a transition to a world where scholarship
is directed—in its very content and organization—towards the profitability of the
platforms that ostensibly serve it?4 Is it not possible that the platforms created to
'serve science'—Elsevier's increasing acquisition of tools to control the entire lifecycle of research, or ResearchGate's ambition to become the single source for all
academics to network and share research—that these platforms might actually end up
warping the very content of scholarly production in the service of their profitability?
To put this even more clearly: OA has come to exist and scholarship is more available
and more widely distributed than ever before. But, scholars now have less control,
and have taken less responsibility for the means of production of scientific research,
its circulation, and perhaps even the content of that science.
Recursive Publics and Open Access
7
The Method of Modulation
When I wrote Two Bits I organized the argument around the idea of modulation:
free software is simply one assemblage of technologies, practices, and people
aimed at resolving certain problems regarding the relationship between knowledge
(or software tools related to knowledge) and power (Hacking 2004; Rabinow
2003). Free software as such was and still is changing as each of its elements
evolve or are recombined. Because OA derives some of its practices directly from
free software, it is possible to observe how these different elements have been
worked over in the recent past, as well as how new and surprising elements are
combined with OA to transform it. Looking back on the elements I identified as
central to free software, one can ask: how is OA different, and what new elements
are modulating it into something possibly unrecognizable?
Sharing source code
Shareable source code was a concrete and necessary achievement for free
software to be possible. Similarly, the necessary ability to circulate digital texts
is a significant achievement—but such texts are shareable in a much different way.
For source code, computable streams of text are everything—anything else is a
'blob' like an image, a video or any binary file. But scholarly texts are blobs: Word or
Portable Document Format (PDF) files. What's more, while software programmers
may love 'source code', academics generally hate it—anything less than the final,
typeset version is considered unfinished (see e.g. the endless disputes over
'author's final versions' plaguing OA).5 Finality is important. Modifiability of a text,
especially in the humanities and social sciences, is acceptable only when it is an
experiment of some kind.
In a sense, the source code of science is not a code at all, but a more abstract set
of relations between concepts, theories, tools, methods, and the disciplines and
networks of people who operate with them, critique them, extend them and try to
maintain control over them even as they are shared within these communities.
avoid the waste of 'reinventing the wheel' and of pathological
competition, allowing instead modular, reusable parts that
could be modified and recombined to build better things in an
upward spiral of innovation. The 1980s ideas of modularity,
modifiability, abstraction barriers, interchangeable units
have been essential to the creation of digital infrastructures.
To propose an 'open science' thus modulates this definition—
and the idea works in some sciences better than others.
Aside from the obviously different commercial contexts,
philosophers and literary theorists just don't think about
openness this way—theories and arguments may be used
as building blocks, but they are not modular in quite the
same way. Only the free circulation of the work, whether
for recombination or for reference and critique, remains a
sine qua non of the theory of openness proposed there. It
is opposed to a system where it is explicit that only certain
people have access to the texts (whether that be through
limitations of secrecy, or limitations on intellectual property,
or an implicit elitism).
Writing and using copyright licenses
Of all the components of free software that I analyzed, this
is the one practice that remains the least transformed—OA
texts use the same CC licenses pioneered in 2001, which
were a direct descendant of free software licenses.
For free software to make sense as a solution, those involved first had to
characterize the problem it solved—and they did so by identifying a pathology in
the worlds of corporate capitalism and engineering in the 1980s: that computer
corporations were closed organizations who re-invented basic tools and
infrastructures in a race to dominate a market. An 'open system,' by contrast, would
A novel modulation of these licenses is the OA policies (the
embrace of OA in Brazil for instance, or the spread of OA
Policies starting with Harvard and the University of California,
and extending to the EU Mandate from 2008 forward). Today
the ability to control the circulation of a text with IP rights is
far less economically central to the strategies of publishers
than it was in 2007, even if they persist in attempting to do
so. At the same time, funders, states, and universities have all
adopted patchwork policies intended to both sustain green
OA, and push publishers to innovate their own business
models in gold and hybrid OA. While green OA is a significant
success on paper, the actual use of it to circulate work pales
8
Recursive Publics and Open Access
Defining openness
Christopher Kelty
9
in comparison to the commercial control of circulation on the
one hand, and the increasing success of shadow libraries on
the other. Repositories have sprung up in every shape and
form, but they remain largely ad hoc, poorly coordinated, and
underfunded solutions to the problem of OA.
Coordinating collaborations
The collective activity of free software is ultimately the
most significant of its achievements—marrying a form of
intensive small-scale interaction amongst programmers,
with sophisticated software for managing complex objects
(version control and GitHub-like sites). There has been
constant innovation in these tools for controlling, measuring,
testing, and maintaining software.
By contrast, the collective activity of scholarship is still
largely a pre-modern affair. It is coordinated largely by the
idea of 'writing an article together' and not by working
to maintain some larger map of what a research topic,
community, or discipline has explored—what has worked and
what has not.
This focus on the coordination of collaboration seemed to
me to be one of the key advantages of free software, but it
has turned out to be almost totally absent from the practice
or discussion of OA. Collaboration and the recombination of
elements of scholarly practice obviously happens, but it does
not depend on OA in any systematic way: there is only the
counterfactual that without it, many different kinds of people
are excluded from collaboration or even simple participation
in, scholarship, something that most active scholars are
willfully ignorant of.
Fomenting a movement
I demoted the idea of a social movement to merely one
component of the success of free software, rather than let
it be—as most social scientists would have it—the principal
container for free software. They are not the whole story.
10
Christopher Kelty
Is there an OA movement? Yes and no. Librarians remain
the most activist and organized. The handful of academics
who care about it have shifted to caring about it in primarily
a bureaucratic sense, forsaking the cross-organizational
aspects of a movement in favor of activism within universities
(to which I plead guilty). But this transformation forsakes
the need for addressing the collective, collaborative
responsibility for scholarship in favor of letting individual
academics, departments, and disciplines be the focus for
such debates.
By contrast, the publishing industry works with a
phantasmatic idea of both an OA 'movement' and of the actual
practices of scholarship—they too defer, in speech if not in
practice, to the academics themselves, but at the same time
must create tools, innovate processes, establish procedures,
acquire tools and companies and so on in an effort to capture
these phantasms and to prevent academics from collectively
doing so on their own.
And what new components? The five above were central to
free software, but OA has other components that are arguably
more important to its organization and transformation.
Money, i.e. library budgets
Central to almost all of the politics and debates about OA
is the political economy of publication. From the 'bundles'
debates of the 1990s to the gold/green debates of the 2010s,
the sole source of money for publication long ago shifted into
the library budget. The relationship that library budgets
have to other parts of the political economy of research
(funding for research itself, debates about tenured/nontenured, adjunct and other temporary salary structures) has
shifted as a result of the demand for OA, leading libraries
to re-conceptualize themselves as potential publishers, and
publishers to re-conceptualize themselves as serving 'life
cycles' or 'pipeline' of research, not just its dissemination.
Recursive Publics and Open Access
11
Metrics
More than anything, OA is promoted as a way to continue
to feed the metrics God. OA means more citations, more
easily computable data, and more visible uses and re-uses of
publications (as well as 'open data' itself, when conceived of
as product and not measure). The innovations in the world
of metrics—from the quiet expansion of the platforms of the
publishers, to the invention of 'alt metrics', to the enthusiasm
of 'open science' for metrics-driven scientific methods—forms
a core feature of what 'OA' is today, in a way that was not true
of free software before it, where metrics concerning users,
downloads, commits, or lines of code were always after-thefact measures of quality, and not constitutive ones.
Other components of this sort might be proposed, but the
main point is to resist to clutch OA as if it were the beating
heart of a social transformation in science, as if it were a
thing that must exist, rather than a configuration of elements
at a moment in time. OA was a solution—but it is too easy to
lose sight of the problem.
Open Access without Recursive Publics
When we no longer have any commons, but only platforms,
will we still have knowledge as we know it? This is a question
at the heart of research in the philosophy and sociology
of knowledge—not just a concern for activism or social
movements. If knowledge is socially produced and maintained,
then the nature of the social bond surely matters to the
nature of that knowledge. This is not so different than asking
whether we will still have labor or work, as we have long known
it, in an age of precarity? What is the knowledge equivalent of
precarity (i.e. not just the existence of precarious knowledge
workers, but a kind of precarious knowledge as such)?
knowledge and power is shifting dramatically, because the costs—and the stakes—
of producing high quality, authoritative knowledge have also shifted. It is not so
powerful any longer; science does not speak truth to power because truth is no
longer so obviously important to power.
Although this is a pessimistic portrait, it may also be a sign of something yet to
come. Free software as a community, has been and still sometimes is critiqued as
being an exclusionary space of white male sociality (Nafus 2012; Massanari 2016;
Ford and Wajcman 2017; Reagle 2013). I think this critique is true, but it is less a
problem of identity than it is a pathology of a certain form of liberalism: a form that
demands that merit consists only in the content of the things we say (whether in
a political argument, a scientific paper, or a piece of code), and not in the ways we
say them, or who is encouraged to say them and who is encouraged to remain silent
(Dunbar-Hester 2014).
One might, as a result, choose to throw out liberalism altogether as a broken
philosophy of governance and liberation. But it might also be an opportunity to
focus much more specifically on a particular problem of liberalism, one that the
discourse of OA also relies on to a large extent. Perhaps it is not the case that
merit derives solely from the content of utterances freely and openly circulated,
but also from the ways in which they are uttered, and the dignity of the people
who utter them. An OA (or a free software) that embraced that principle would
demand that we pay attention to different problems: how are our platforms,
infrastructures, tools organized and built to support not just the circulation of
putatively true statements, but the ability to say them in situated and particular
ways, with respect for the dignity of who is saying them, and with the freedom to
explore the limits of that kind of liberalism, should we be so lucky to achieve it.
Do we not already see the evidence of this in the 'posttruth' of fake news, or the deliberate refusal by those in
power to countenance evidence, truth, or established
systems of argument and debate? The relationship between
12
Christopher Kelty
Recursive Publics and Open Access
13
References
¹ https://twobits.net/download/index.html
Benkler, Yochai. 2007. The Wealth of Networks: How Social Production Transforms Markets
and Freedom. Yale University Press.
Dunbar-Hester, Christina. 2014. Low Power to the People: Pirates, Protest, and Politics in
FM Radio Activism. MIT Press.
Ford, Heather, and Judy Wajcman. 2017. “‘Anyone Can Edit’, Not Everyone Does:
Wikipedia’s Infrastructure and the Gender Gap”. Social Studies of Science 47 (4):
511–527. doi:10.1177/0306312717692172.
Hacking, I. 2004. Historical Ontology. Harvard University Press.
Kelty, Christopher M. 2014. “Beyond Copyright and Technology: What Open Access Can
Tell Us About Precarity, Authority, Innovation, and Automation in the University
Today”. Cultural Anthropology 29 (2): 203–215. doi:10.14506/ca29.2.02.
——— . 2008. Two Bits: The Cultural Significance of Free Software. Durham, N.C.: Duke
University Press.
Kelty, Christopher M., et al. 2008. “Anthropology In/of Circulation: a Discussion”. Cultural
Anthropology 23 (3).
Massanari, Adrienne. 2016. “#gamergate and the Fappening: How Reddit’s Algorithm,
Governance, and Culture Support Toxic Technocultures”. New Media & Society 19 (3):
329–346. doi:10.1177/1461444815608807.
Nafus, Dawn. 2012. “‘Patches don’t have gender’: What is not open in open source
software”. New Media & Society 14, no. 4: 669–683. Visited on 04/01/2014. http://
doi:10.1177/1461444811422887.
Rabinow, Paul. 2003. Anthropos Today: Reflections on Modern Equipment. Princeton
University Press.
Reagle, Joseph. 2013. “"Free As in Sexist?" Free Culture and the Gender Gap”. First
Monday 18 (1). doi:10.5210/fm.v18i1.4291.
² https://craphound.com/
³ For example, Platform Cooperativism
https://platform.coop/directory
See for example the figure from ’Rent
Seeking by Elsevier,’ by Alejandro Posada
and George Chen (http://knowledgegap.
org/index.php/sub-projects/rent-seekingand-financialization-of-the-academicpublishing-industr preliminary-findings/)
4
See Sherpa/Romeo
http://www.sherpa.ac.uk/romeo/index.php
5
14
Christopher Kelty
Recursive Publics and Open Access
15
Own
Nothing
the contexts we were fleeing from. We made a choice to leave
behind the history, the discourses, the problems and the pain
that accumulated in the books of our library. I knew exactly
what it was I didn’t want to teach to my children once we moved.
So we did not move the books. We pretended that we would
never have to think about what this decision really meant. Up
until today. This year we needed to empty the study with the
shelves. So I’m standing in our library now, the dust covering
my face, my hands, my clothes. In the middle of the floor there
are three big crates and one small box. The small box swallows
what we’ll ultimately take with us, the books I want to show to
my son when he gets older, in case he still wants to read. One of
the big crates will be taken away by the antiquarian. The other
will be given to the school library next door. The third is the
wastebasket, where everything else will ultimately go.
Balazs
Bodo
Flow My Tears
My tears cut deep grooves into the dust on my face. Drip, drip,
drop, they hit the floor and disappear among the torn pages
scattered on the floor.
This year it dawned on us that we cannot postpone it any longer:
our personal library has to go. Our family moved countries
more than half a decade ago, we switched cultures, languages,
and chose another future. But the past, in the form of a few
thousand books in our personal library, was still neatly stacked
in our old apartment, patiently waiting, books that we bought
and enjoyed — and forgot; books that we bought and never
opened; books that we inherited from long-dead parents and
half-forgotten friends. Some of them were important. Others
were relevant at one point but no longer, yet they still reminded
us who we once were.
When we moved, we took no more than two suitcases of personal
belongings. The books were left behind. The library was like
a sick child or an ailing parent, it hung over our heads like an
unspoken threat, a curse. It was clear that sooner or later
something had to be done about it, but none of the options
available offered any consolation. It made no sense to move
three thousand books to the other side of this continent. We
decided to emigrate, and not to take our past with us, abandon
16
Balazs Bodo
Drip, drip, drip, my tears flow as I throw the books into this
last crate, drip, drip, drop. Sometimes I look at my partner,
working next to me, and I can see on her face that she is going
through the same emotions. I sometimes catch the sight of
her trembling hand, hesitating for a split second where a book
should ultimately go, whether we could, whether we should
save that particular one, because… But we either save them all
or we are as ruthless as all those millions of people throughout
history, who had an hour to pack their two suitcases before they
needed to leave. Do we truly need this book? Is this a book we’ll
want to read? Is this book an inseparable part of our identity?
Did we miss this book at all in the last five years? Is this a text
I want to preserve for the future, for potential grandchildren
who may not speak my mother tongue at all? What is the function
of the book? What is the function of this particular book in my
life? Why am I hesitating throwing it out? Why should I hesitate
at all? Drop, drop, drop, a decision has been made. Drop, drop,
drop, books are falling to the bottom of the crates.
We are killers, gutting our library. We are like the half-drown
sailor, who got entangled in the ropes, and went down with the
ship, and who now frantically tries to cut himself free from the
detritus that prevents him to reach the freedom of the surface,
the sunlight and the air.
Own Nothing
17
advantages of a fully digital book future. What I see now is the emergence of a strange
and shapeshifting-hybrid of diverse physical and electronic objects and practices,
where the relative strengths and weaknesses of these different formats nicely
complement each other.
This dawned on me after we had moved into an apartment without a bookshelf. I grew
up in a flat that housed my parents’ extensive book collection. I knew the books by their
cover and from time to time something made me want to take it from the shelf, open
it and read it. This is how I discovered many of my favorite books and writers. With
the e-reader, and some of the best shadow libraries at hand, I felt the same at first. I
felt liberated. I could experiment without cost or risk, I could start—or stop—a book,
I didn’t have to consider the cost of buying and storing a book that was ultimately
not meant for me. I could enjoy the books without having to carry the burden and
responsibility of ownership.
Own Nothing, Have Everything
Do you remember Napster’s slogan after it went legit, trying to transform itself into
a legal music service around 2005? ‘Own nothing, have everything’ – that was the
headline that was supposed to sell legal streaming music. How stupid, I thought. How
could you possibly think that lack of ownership would be a good selling point? What
does it even mean to ‘have everything’ without ownership? And why on earth would
not everyone want to own the most important constituents of their own self, their
own identity? The things I read, the things I sing, make me who I am. Why wouldn’t I
want to own these things?
How revolutionary this idea had been I reflected as I watched the local homeless folks
filling up their sacks with the remains of my library. How happy I would be if I could
have all this stuff I had just thrown away without actually having to own any of it. The
proliferation of digital texts led me to believe that we won’t be needing dead wood
libraries at all, at least no more than we need vinyl to listen to, or collect music. There
might be geeks, collectors, specialists, who for one reason or another still prefer the
physical form to the digital, but for the rest of us convenience, price, searchability, and
all the other digital goodies give enough reason not to collect stuff that collects dust.
Did you notice how deleting an epub file gives you a different feeling than throwing
out a book? You don’t have to feel guilty, you don’t have to feel anything at all.
So I was reading, reading, reading like never before. But at that time my son was too
young to read, so I didn’t have to think about him, or anyone else besides myself. But
as he was growing, it slowly dawned on me: without these physical books how will I be
able to give him the same chance of serendipity, and of discovery, enchantment, and
immersion that I got in my father’s library? And even later, what will I give him as his
heritage? Son, look into this folder of PDFs: this is my legacy, your heritage, explore,
enjoy, take pride in it?
Collections of anything, whether they are art, books, objects, people, are inseparable
from the person who assembled that collection, and when that person is gone, the
collection dies, as does the most important inroad to it: the will that created this
particular order of things has passed away. But the heavy and unavoidable physicality
of a book collection forces all those left behind to make an effort to approach, to
force their way into, and try to navigate that garden of forking paths that is someone
else’s library. Even if you ultimately get rid of everything, you have to introduce
yourself to every book, and let every book introduce itself to you, so you know what
you’re throwing out. Even if you’ll ultimately kill, you will need to look into the eyes of
all your victims.
With a digital collection that’s, of course, not the case.
I was wrong to think that. I now realize that the future is not fully digital, it is more
a physical-digital hybrid, in which the printed book is not simply an endangered
species protected by a few devoted eccentrics who refuse to embrace the obvious
The e-book is ephemeral. It has little past and even less chance to preserve the
fingerprints of its owners over time. It is impersonal, efficient, fast, abundant, like
18
Own Nothing
Balazs Bodo
19
fast food or plastic, it flows through the hand like sand. It lacks the embodiment, the
materiality which would give it a life in a temporal dimension. If you want to network the
dead and the unborn, as is the ambition of every book, then you need to print and bind,
and create heavy objects that are expensive, inefficient and a burden. This burden
subsiding in the object is the bridge that creates the intergenerational dimension,
that forces you to think of the value of a book.
Own nothing, have nothing. Own everything, and your children will hate you when
you die.
I have to say, I’m struggling to find a new balance here. I started to buy books again,
usually books that I’d already read from a stolen copy on-screen. I know what I want
to buy, I know what is worth preserving. I know what I want to show to my son, what
I want to pass on, what I would like to take care of over time. Before, book buying for
me was an investment into a stranger. Now that thrill is gone forever. I measure up
the merchandise well beforehand, I build an intimate relationship, we make love again
and again, before moving in together.
It is certainly a new kind of relationship with the books I bought since I got my e-reader.
I still have to come to terms with the fact that the books I bought this way are rarely
opened, as I already know them, and their role is not to be read, but to be together.
What do I buy, and what do I get? Temporal, existential security? The chance of
serendipity, if not for me, then for the people around me? The reassuring materiality
of the intimacy I built with these texts through another medium?
All of these and maybe more. But in any case, I sense that this library, the physical
embodiment of a physical-electronic hybrid collection with its unopened books and
overflowing e-reader memory cards, is very different from the library I had, and the
library I’m getting rid of at this very moment. The library that I inherited, the library
that grew organically from the detritus of the everyday, the library that accumulated
books similar to how the books accumulated dust, as is the natural way of things, this
library was full of unknowns, it was a library of potentiality, of opportunities, of trips
waiting to happen. This new, hybrid library is a collection of things that I’m familiar with.
I intimately know every piece, they hold little surprise, they offer few discoveries — at
least for me. The exploration, the discovery, the serendipity, the pre-screening takes
place on the e-reader, among the ephemeral, disposable PDFs and epubs.
We Won
This new hybrid model is based on the cheap availability of digital books. In my case, the
free availability of pirated copies available through shadow libraries. These libraries
don’t have everything on offer, but they have books in an order of magnitude larger
than I’ll ever have the time and chance to read, so they offer enough, enough for me
to fill up hard drives with books I want to read, or at least skim, to try, to taste. As if I
moved into an infinite bookstore or library, where I can be as promiscuous, explorative,
nomadic as I always wanted to be. I can flirt with books, I can have a quickie, or I can
leave them behind without shedding a single tear.
I don’t know how this hybrid library, and this analogue-digital hybrid practice of reading
and collecting would work without the shadow libraries which make everything freely
accessible. I rely on their supply to test texts, and feed and grow my print library.
E-books are cheaper than their print versions, but they still cost money, carry a
risk, a cost of experimentation. Book-streaming, the flat-rate, the all-you-can-eat
format of accessing books is at the moment only available to audiobooks, but rarely
for e-books. I wonder why.
Did you notice that there are no major book piracy lawsuits?
Have everything, and own a few.
20
Balazs Bodo
Own Nothing
21
Of course there is the lawsuit against Sci-Hub and Library Genesis in New York, and
there is another one in Canada against aaaaarg, causing major nuisance to those who
have been named in these cases. But this is almost negligible compared to the high
profile wars the music and audiovisual industries waged against Napster, Grokster,
Kazaa, megaupload and their likes. It is as if book publishers have completely given up on
trying to fight piracy in the courts, and have launched a few lawsuits only to maintain
the appearance that they still care about their digital copyrights. I wonder why.
I know the academic publishing industry slightly better than the mainstream popular
fiction market, and I have the feeling that in the former copyright-based business
models are slowly being replaced by something else. We see no major anti-piracy
efforts from publishers, not because piracy is non-existent — on the contrary, it is
global, and it is big — but because the publishers most probably realized that in the
long run the copyright-based exclusivity model is unsustainable. The copyright wars
of the last two decades taught them that law cannot put an end to piracy. As the
Sci-Hub case demonstrates, you can win all you want in a New York court, but this
has little real-world effect as long as the conditions that attract the users to the
shadow libraries remain.
Exclusivity-based publishing business models are under assault from other sides as
well. Mandated open access in the US and in the EU means that there is a quickly
growing body of new research for the access of which publishers cannot charge
money anymore. LibGen and Sci-Hub make it harder to charge for the back catalogue.
Their sheer existence teaches millions on what uncurtailed open access really is, and
makes it easier for university libraries to negotiate with publishers, as they don’t have
to worry about their patrons being left without any access at all.
The good news is that radical open access may well be happening. It is a less and less
radical idea to have things freely accessible. One has to be less and less radical to
achieve the openness that has been long overdue. Maybe it is not yet obvious today
and the victory is not yet universal, maybe it’ll take some extra years, maybe it won’t
ever be evenly distributed, but it is obvious that this genie, these millions of books on
everything from malaria treatments to critical theory, cannot be erased, and open
access will not be undone, and the future will be free of access barriers.
We Are Not Winning at All
But did we really win? If publishers are happy to let go of access control and copyright,
it means that they’ve found something that is even more profitable than selling
back to us academics the content that we have produced. And this more profitable
something is of course data. Did you notice where all the investment in academic
publishing went in the last decade? Did you notice SSRN, Mendeley, Academia.edu,
ScienceDirect, research platforms, citation software, manuscript repositories, library
systems being bought up by the academic publishing industry? All these platforms
and technologies operate on and support open access content, while they generate
data on the creation, distribution, and use of knowledge; on individuals, researchers,
students, and faculty; on institutions, departments, and programs. They produce data
on the performance, on the success and the failure of the whole domain of research
and education. This is the data that is being privatized, enclosed, packaged, and sold
back to us.
Drip, drip, drop, its only nostalgia. My heart is light, as I don’t have to worry about
gutting the library. Soon it won’t matter at all.
Taylorism reached academia. In the name of efficiency, austerity, and transparency,
our daily activities are measured, profiled, packaged, and sold to the highest bidder.
But in this process of quantification, knowledge on ourselves is lost for us, unless we
pay. We still have some patchy datasets on what we do, on who we are, we still have
this blurred reflection in the data-mirrors that we still do control. But this path of
self-enlightenment is quickly waning as less and less data sources about us are freely
available to us.
22
Own Nothing
Who is downloading books and articles? Everyone. Radical open access? We won,
if you like.
Balazs Bodo
23
I strongly believe that information on the self is the foundation
of self-determination. We need to have data on how we operate,
on what we do in order to know who we are. This is what is being
privatized away from the academic community, this is being
taken away from us.
Radical open access. Not of content, but of the data about
ourselves. This is the next challenge. We will digitize every page,
by hand if we must, that process cannot be stopped anymore.
No outside power can stop it and take that from us. Drip, drip,
drop, this is what I console myself with, as another handful of
books land among the waste.
But the data we lose now will not be so easy to reclaim.
24
Balazs Bodo
Own Nothing
25
What if
We Aren't
the Only
Guerrillas
Out
There?
Laurie
Allen
My goal in this paper is to tell the story
of a grass-roots project called Data
Refuge (http://www.datarefuge.org)
that I helped to co-found shortly after,
and in response to, the Trump election
in the USA. Trump’s reputation as
anti-science, and the promise that his
administration would elevate people into
positions of power with a track record
of distorting, hiding, or obscuring the
scientific evidence of climate change
caused widespread concern that
valuable federal data was now in danger.
The Data Refuge project grew from the
work of Professor Bethany Wiggin and
the graduate students within the Penn
Program in Environmental Humanities
(PPEH), notably Patricia Kim, and was
formed in collaboration with the Penn
Libraries, where I work. In this paper, I
will discuss the Data Refuge project, and
call attention to a few of the challenges
inherent in the effort, especially as
they overlap with the goals of this
collective. I am not a scholar. Instead,
I am a librarian, and my perspective as
a practicing informational professional
informs the way I approach this paper,
which weaves together the practical
and technical work of ‘saving data’ with
the theoretical, systemic, and ethical
issues that frame and inform what we
have done.
I work as the head of a relatively small and new department within the libraries
of the University of Pennsylvania, in the city of Philadelphia, Pennsylvania, in the
US. I was hired to lead the Digital Scholarship department in the spring of 2016,
and most of the seven (soon to be eight) people within Digital Scholarship joined
the library since then in newly created positions. Our group includes a mapping
and spatial data librarian and three people focused explicitly on supporting the
creation of new Digital Humanities scholarship. There are also two people in the
department who provide services connected with digital scholarly open access
publishing, including the maintenance of the Penn Libraries’ repository of open
access scholarship, and one Data Curation and Management Librarian. This
Data Librarian, Margaret Janz, started working with us in September 2016, and
features heavily into the story I’m about to tell about our work helping to build Data
Refuge. While Margaret and I were the main people in our department involved in
the project, it is useful to understand the work we did as connected more broadly
to the intersection of activities—from multimodal, digital, humanities creation to
open access publishing across disciplines—represented in our department in Penn.
At the start of Data Refuge, Professor Wiggin and her students had already been
exploring the ways that data about the environment can empower communities
through their art, activism, and research, especially along the lower Schuylkill
River in Philadelphia. They were especially attuned to the ways that missing data,
or data that is not collected or communicated, can be a source of disempowerment.
After the Trump election, PPEH graduate students raised the concern that the
political commitments of the new administration would result in the disappearance
of environmental and climate data that is vital to work in cities and communities
around the world. When they raised this concern with the library, together we cofounded Data Refuge. It is notable to point out that, while the Penn Libraries is a
large and relatively well-resourced research library in the United States, it did not
have any automatic way to ingest and steward the data that Professor Wiggin and
her students were concerned about. Our system of acquiring, storing, describing
and sharing publications did not account for, and could not easily handle, the
evident need to take in large quantities of public data from the open web and make
them available and citable by future scholars. Indeed, no large research library
was positioned to respond to this problem in a systematic way, though there was
general agreement that the community would like to help.
The collaborative, grass-roots movement that formed Data Refuge included many
librarians, archivists, and information professionals, but it was clear from the
beginning that my own profession did not have in place a system for stewarding
these vital information resources, or for treating them as ‘publications’ of the
26
Laurie Allen
What if We Aren't the Only Guerrillas Out There?
27
federal government. This fact was widely understood by various members of our
profession, notably by government document librarians, who had been calling
attention to this lack of infrastructure for years. As Government Information
Librarian Shari Laster described in a blog post in November of 2016, government
documents librarians have often felt like they are ‘under siege’ not from political
forces, but from the inattention to government documents afforded by our systems
and infrastructure. Describing the challenges facing the profession in light of the
2016 election, she commented: “Government documents collections in print are
being discarded, while few institutions are putting strategies in place for collecting
government information in digital formats. These strategies are not expanding in
tandem with the explosive proliferation of these sources, and certainly not in pace
with the changing demands for access from public users, researchers, students,
and more.” (Laster 2016) Beyond government documents librarians, our project
joined efforts that were ongoing in a huge range of communities, including: open
data and open science activists; archival experts working on methods of preserving
born-digital content; cultural historians; federal data producers and the archivists
and data scientists they work with; and, of course, scientists.
the scientific record to fight back, in a concrete way, against
an anti-fact establishment. By downloading data and moving
it into the Internet Archive and the Data Refuge repository,
volunteers were actively claiming the importance of accurate
records in maintaining or creating a just society.
This distributed approach to the work of downloading and saving the data
encouraged people to see how they were invested in environmental and scientific
data, and to consider how our government records should be considered the
property of all of us. Attending Data Rescue events was a way for people who value
Of course, access to data need not rely on its inclusion in
a particular repository. As is demonstrated so well in other
contexts, technological methods of sharing files can make
the digital repositories of libraries and archives seem like a
redundant holdover from the past. However, as I will argue
further in this paper, the data that was at risk in Data Refuge
differed in important ways from the contents of what Bodó
refers to as ‘shadow libraries’ (Bodó 2015). For opening
access to copies of journals articles, shadow libraries work
perfectly. However, the value of these shadow libraries relies
on the existence of the widely agreed upon trusted versions.
If in doubt about whether a copy is trustworthy, scholars
can turn to more mainstream copies, if necessary. This was
not the situation we faced building Data Refuge. Instead, we
were often dealing with the sole public, authoritative copy
of a federal dataset and had to assume that, if it were taken
down, there would be no way to check the authenticity of
other copies. The data was not easily pulled out of systems
as the data and the software that contained them were often
inextricably linked. We were dealing with unique, tremendously
valuable, but often difficult-to-untangle datasets rather than
neatly packaged publications. The workflow we established
was designed to privilege authenticity and trustworthiness
over either the speed of the copying or the easy usability of
the resulting data. 2 This extra care around authenticity was
necessary because of the politicized nature of environmental
data that made many people so worried about its removal
after the election. It was important that our project
supported the strongest possible scientific arguments that
could be made with the data we were ‘saving’. That meant
that our copies of the data needed to be citable in scientific
scholarly papers, and that those citations needed to be
able to withstand hostile political forces who claim that the
science of human-caused climate change is ‘uncertain’. It
28
What if We Aren't the Only Guerrillas Out There?
Born from the collaboration between Environmental Humanists and Librarians,
Data Refuge was always an effort both at storytelling and at storing data. During
the first six months of 2017, volunteers across the US (and elsewhere) organized
more than 50 Data Rescue events, with participants numbering in the thousands.
At each event, a group of volunteers used tools created by our collaborators at
the Environmental and Data Governance Initiative (EDGI) (https://envirodatagov.
org/) to support the End of Term Harvest (http://eotarchive.cdlib.org/) project
by identifying seeds from federal websites for web archiving in the Internet
Archive. Simultaneously, more technically advanced volunteers wrote scripts to
pull data out of complex data systems, and packaged that data for longer term
storage in a repository we maintained at datarefuge.org. Still other volunteers
held teach-ins, built profiles of data storytellers, and otherwise engaged in
safeguarding environmental and climate data through community action (see
http://www.ppehlab.org/datarefugepaths). The repository at datarefuge.org that
houses the more difficult data sources has been stewarded by myself and Margaret
Janz through our work at Penn Libraries, but it exists outside the library’s main
technical infrastructure.1
Laurie Allen
29
was easy to imagine in the Autumn of 2016, and even easier
to imagine now, that hostile actors might wish to muddy the
science of climate change by releasing fake data designed
to cast doubt on the science of climate change. For that
reasons, I believe that the unique facts we were seeking
to safeguard in the Data Refuge bear less similarity to the
contents of shadow libraries than they do to news reports
in our current distributed and destabilized mass media
environment. Referring to the ease of publishing ideas on the
open web, Zeynep Tufecki wrote in a recent column, “And
sure, it is a golden age of free speech—if you can believe your
lying eyes. Is that footage you’re watching real? Was it really
filmed where and when it says it was? Is it being shared by altright trolls or a swarm of Russian bots? Was it maybe even
generated with the help of artificial intelligence? (Yes, there
are systems that can create increasingly convincing fake
videos.)” (Tufekci 2018). This was the state we were trying to
avoid when it comes to scientific data, fearing that we might
have the only copy of a given dataset without solid proof that
our copy matched the original.
If US federal websites cease functioning as reliable stewards
of trustworthy scientific data, reproducing their data
without a new model of quality control risks producing the
very censorship that our efforts are supposed to avoid,
and further undermining faith in science. Said another way,
if volunteers duplicated federal data all over the Internet
without a trusted system for ensuring the authenticity of
that data, then as soon as the originals were removed, a sea of
fake copies could easily render the original invisible, and they
would be just as effectively censored. “The most effective
forms of censorship today involve meddling with trust and
attention, not muzzling speech itself.” (Tufekci 2018).
These concerns about the risks of open access to data should
not be understood as capitulation to the current marketdriven approach to scholarly publishing, nor as a call for
continuation of the status quo. Instead, I hope to encourage
continuation of the creative approaches to scholarship
represented in this collective. I also hope the issues raised in
30
Laurie Allen
Data Refuge will serve as a call to take greater responsibility for the systems into
which scholarship flows and the structures of power and assumptions of trust (by
whom, of whom) that scholarship relies on.
While plenty of participants in the Data Refuge community posited scalable
technological approaches to help people trust data, none emerged that were
strong enough to risk further undermining faith in science that a malicious attack
might cause. Instead of focusing on technical solutions that rely on the existing
systems staying roughly as they are, I would like to focus on developing networks
that explore different models of trust in institutions, and that honor the values
of marginalized and indigenous people. For example, in a recent paper, Stacie
Williams and Jarrett Drake describe the detailed decisions they made to establish
and become deserving of trust in supporting the creation of an Archive of Police
Violence in Cleveland (Williams and Drake 2017). The work of Michelle Caswell and
her collaborators on exploring post-custodial archives, and on engaging in radical
empathy in the archives provide great models of the kind of work that I believe is
necessary to establish new models of trust that might help inform new modes of
sharing and relying on community information (Caswell and Cifor 2016).
Beyond seeking new ways to build trust, it has become clear that new methods
are needed to help filter and contextualize publications. Our current reliance
on a few for-profit companies to filter and rank what we see of the information
landscape has proved to be tremendously harmful for the dissemination of facts,
and has been especially dangerous to marginalized communities (Noble 2018).
While the world of scholarly humanities publishing is doing somewhat better than
open data or mass media, there is still a risk that without new forms of filtering and
establishing quality and trustworthiness, good ideas and important scholarship will
be lost in the rankings of search engines and the algorithms of social media. We
need new, large scale systems to help people filter and rank the information on the
open web. In our current situation, according to media theorist dana boyd, “[t]he
onus is on the public to interpret what they see. To self-investigate. Since we live
in a neoliberal society that prioritizes individual agency, we double down on media
literacy as the ‘solution’ to misinformation. It’s up to each of us as individuals to
decide for ourselves whether or not what we’re getting is true.” (boyd 2018)
In closing, I’ll return to the notion of Guerrilla warfare that brought this panel
together. While some of our collaborators and some in the press did use the term
‘Guerrilla archiving’ to describe the data rescue efforts (Currie and Paris 2017),
I generally did not. The work we did was indeed designed to take advantage of
tactics that allow a small number of actors to resist giant state power. However,
What if We Aren't the Only Guerrillas Out There?
31
if anything, the most direct target of these guerrilla actions in my mind was not
the Trump administration. Instead, the action was designed to prompt responses
by the institutions where many of us work and by communities of scholars and
activists who make up these institutions. It was designed to get as many people as
possible working to address the complex issues raised by the two interconnected
challenges that the Data Refuge project threw into relief. The first challenge,
of course, is the need for new scientific, artistic, scholarly and narrative ways of
contending with the reality of global, human-made climate change. And the second
challenge, as I’ve argued in this paper, is that our systems of establishing and
signaling trustworthiness, quality, reliability and stability of information are in dire
need of creative intervention as well. It is not just publishing but all of our systems
for discovering, sharing, acquiring, describing and storing that scholarship that
need support, maintenance, repair, and perhaps in some cases, replacement. And
this work will rely on scholars, as well as expert information practitioners from a
range of fields (Caswell 2016).
¹ At the time of this writing, we are working
on un-packing and repackaging the data
within Data Refuge for eventual inclusion
in various Research Library Repositories.
Ideally, of course, all federally produced
datasets would be published in neatly
packaged and more easily preservable
containers, along with enough technical
checks to ensure their validity (hashes,
checksums, etc.) and each agency would
create a periodical published inventory of
datasets. But the situation we encountered
with Data Refuge did not start us in
anything like that situation, despite the
hugely successful and important work of
the employees who created and maintained
data.gov. For a fuller view of this workflow,
see my talk at CSVConf 2017 (Allen 2017).
2
Closing note: The workflow established and used at Data Rescue events was
designed to tackle this set of difficult issues, but needed refinement, and was retired
in mid-2017. The Data Refuge project continues, led by Professor Wiggin and her
colleagues and students at PPEH, who are “building a storybank to document
how data lives in the world – and how it connects people, places, and non-human
species.” (“DataRefuge” n.d.) In addition, the set of issues raised by Data Refuge
continue to inform my work and the work of many of our collaborators.
32
Laurie Allen
What if We Aren't the Only Guerrillas Out There?
33
References
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Oregon, May 3rd 2017. Accessed May 20, 2018. https://youtu.be/V2gwi0CRYto.
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