_A talk given on the second day of the conference_ [Off the
Press](http://digitalpublishingtoolkit.org/22-23-may-2014/program/) _held at
WORM, Rotterdam, on May 23, 2014. Also available
in[PDF](/images/2/28/Barok_2014_Communing_Texts.pdf "Barok 2014 Communing
Texts.pdf")._
I am going to talk about publishing in the humanities, including scanning
culture, and its unrealised potentials online. For this I will treat the
internet not only as a platform for storage and distribution but also as a
medium with its own specific means for reading and writing, and consider the
relevance of plain text and its various rendering formats, such as HTML, XML,
markdown, wikitext and TeX.
One of the main reasons why books today are downloaded and bookmarked but
hardly read is the fact that they may contain something relevant but they
begin at the beginning and end at the end; or at least we are used to treat
them in this way. E-book readers and browsers are equipped with fulltext
search functionality but the search for "how does the internet change the way
we read" doesn't yield anything interesting but the diversion of attention.
Whilst there are dozens of books written on this issue. When being insistent,
one easily ends up with a folder with dozens of other books, stucked with how
to read them. There is a plethora of books online, yet there are indeed mostly
machines reading them.
It is surely tempting to celebrate or to despise the age of artificial
intelligence, flat ontology and narrowing down the differences between humans
and machines, and to write books as if only for machines or return to the
analogue, but we may as well look back and reconsider the beauty of simple
linear reading of the age of print, not for nostalgia but for what we can
learn from it.
This perspective implies treating texts in their context, and particularly in
the way they commute, how they are brought in relations with one another, into
a community, by the mere act of writing, through a technique that have
developed over time into what we have came to call _referencing_. While in the
early days referring to texts was practised simply as verbal description of a
referred writing, over millenia it evolved into a technique with standardised
practices and styles, and accordingly: it gained _precision_. This precision
is however nothing machinic, since referring to particular passages in other
texts instead of texts as wholes is an act of comradeship because it spares
the reader time when locating the passage. It also makes apparent that it is
through contexts that the web of printed books has been woven. But even though
referencing in its precision has been meant to be very concrete, particularly
the advent of the web made apparent that it is instead _virtual_. And for the
reader, laborous to follow. The web has shown and taught us that a reference
from one document to another can be plastic. To follow a reference from a
printed book the reader has to stand up, walk down the street to a library,
pick up the referred volume, flip through its pages until the referred one is
found and then follow the text until the passage most probably implied in the
text is identified, while on the web the reader, _ideally_ , merely moves her
finger a few milimeters. To click or tap; the difference between the long way
and the short way is obviously the hyperlink. Of course, in the absence of the
short way, even scholars are used to follow the reference the long way only as
an exception: there was established an unwritten rule to write for readers who
are familiar with literature in the respective field (what in turn reproduces
disciplinarity of the reader and writer), while in the case of unfamiliarity
with referred passage the reader inducts its content by interpreting its
interpretation of the writer. The beauty of reading across references was
never fully realised. But now our question is, can we be so certain that this
practice is still necessary today?
The web silently brought about a way to _implement_ the plasticity of this
pointing although it has not been realised as the legacy of referencing as we
know it from print. Today, when linking a text and having a particular passage
in mind, and even describing it in detail, the majority of links physically
point merely to the beginning of the text. Hyperlinks are linking documents as
wholes by default and the use of anchors in texts has been hardly thought of
as a _requirement_ to enable precise linking.
If we look at popular online journalism and its use of hyperlinks within the
text body we may claim that rarely someone can afford to read all those linked
articles, not even talking about hundreds of pages long reports and the like
and if something is wrong, it would get corrected via comments anyway. On the
internet, the writer is meant to be in more immediate feedback with the
reader. But not always readers are keen to comment and not always they are
allowed to. We may be easily driven to forget that quoting half of the
sentence is never quoting a full sentence, and if there ought to be the entire
quote, its source text in its whole length would need to be quoted. Think of
the quote _information wants to be free_ , which is rarely quoted with its
wider context taken into account. Even factoids, numbers, can be carbon-quoted
but if taken out of the context their meaning can be shaped significantly. The
reason for aversion to follow a reference may well be that we are usually
pointed to begin reading another text from its beginning.
While this is exactly where the practices of linking as on the web and
referencing as in scholarly work may benefit from one another. The question is
_how_ to bring them closer together.
An approach I am going to propose requires a conceptual leap to something we
have not been taught.
For centuries, the primary format of the text has been the page, a vessel, a
medium, a frame containing text embedded between straight, less or more
explicit, horizontal and vertical borders. Even before the material of the
page such as papyrus and paper appeared, the text was already contained in
lines and columns, a structure which we have learnt to perceive as a grid. The
idea of the grid allows us to view text as being structured in lines and
pages, that are in turn in hand if something is to be referred to. Pages are
counted as the distance from the beginning of the book, and lines as the
distance from the beginning of the page. It is not surprising because it is in
accord with inherent quality of its material medium -- a sheet of paper has a
shape which in turn shapes a body of a text. This tradition goes as far as to
the Ancient times and the bookroll in which we indeed find textual grids.
[](/File:Papyrus_of_Plato_Phaedrus.jpg)
A crucial difference between print and digital is that text files such as HTML
documents nor markdown documents nor database-driven texts did inherit this
quality. Their containers are simply not structured into pages, precisely
because of the nature of their materiality as media. Files are written on
memory drives in scattered chunks, beginning at point A and ending at point B
of a drive, continuing from C until D, and so on. Where does each of these
chunks start is ultimately independent from what it contains.
Forensic archaeologists would confirm that when a portion of a text survives,
in the case of ASCII documents it is not a page here and page there, or the
first half of the book, but textual blocks from completely arbitrary places of
the document.
This may sound unrelated to how we, humans, structure our writing in HTML
documents, emails, Office documents, even computer code, but it is a reminder
that we structure them for habitual (interfaces are rectangular) and cultural
(human-readability) reasons rather then for a technical necessity that would
stem from material properties of the medium. This distinction is apparent for
example in HTML, XML, wikitext and TeX documents with their content being both
stored on the physical drive and treated when rendered for reading interfaces
as single flow of text, and the same goes for other texts when treated with
automatic line-break setting turned off. Because line-breaks and spaces and
everything else is merely a number corresponding to a symbol in character set.
So how to address a section in this kind of document? An option offers itself
-- how computers do, or rather how we made them do it -- as a position of the
beginning of the section in the array, in one long line. It would mean to
treat the text document not in its grid-like format but as line, which merely
adapts to properties of its display when rendered. As it is nicely implied in
the animated logo of this event and as we know it from EPUBs for example.
In the case of 'reference-linking' we can refer to a passage by including the
information about its beginning and length determined by the character
position within the text (in analogy to _pp._ operator used for printed
publications) as well as the text version information (in printed texts served
by edition and date of publication). So what is common in printed text as the
page information is here replaced by the character position range and version.
Such a reference-link is more precise while addressing particular section of a
particular version of a document regardless of how it is rendered on an
interface.
It is a relatively simple idea and its implementation does not be seem to be
very hard, although I wonder why it has not been implemented already. I
discussed it with several people yesterday to find out there were indeed
already attempts in this direction. Adam Hyde pointed me to a proposal for
_fuzzy anchors_ presented on the blog of the Hypothes.is initiative last year,
which in order to overcome the need for versioning employs diff algorithms to
locate the referred section, although it is too complicated to be explained in
this setting.[1] Aaaarg has recently implemented in its PDF reader an option
to generate URLs for a particular point in the scanned document which itself
is a great improvement although it treats texts as images, thus being specific
to a particular scan of a book, and generated links are not public URLs.
Using the character position in references requires an agreement on how to
count. There are at least two options. One is to include all source code in
positioning, which means measuring the distance from the anchor such as the
beginning of the text, the beginning of the chapter, or the beginning of the
paragraph. The second option is to make a distinction between operators and
operands, and count only in operands. Here there are further options where to
make the line between them. We can consider as operands only characters with
phonetic properties -- letters, numbers and symbols, stripping the text from
operators that are there to shape sonic and visual rendering of the text such
as whitespaces, commas, periods, HTML and markdown and other tags so that we
are left with the body of the text to count in. This would mean to render
operators unreferrable and count as in _scriptio continua_.
_Scriptio continua_ is a very old example of the linear onedimensional
treatment of the text. Let's look again at the bookroll with Plato's writing.
Even though it is 'designed' into grids on a closer look it reveals the lack
of any other structural elements -- there are no spaces, commas, periods or
line-breaks, the text is merely one flow, one long line.
_Phaedrus_ was written in the fourth century BC (this copy comes from the
second century AD). Word and paragraph separators were reintroduced much
later, between the second and sixth century AD when rolls were gradually
transcribed into codices that were bound as pages and numbered (a dramatic
change in publishing comparable to digital changes today).[2]
'Reference-linking' has not been prominent in discussions about sharing books
online and I only came to realise its significance during my preparations for
this event. There is a tremendous amount of very old, recent and new texts
online but we haven't done much in opening them up to contextual reading. In
this there are publishers of all 'grounds' together.
We are equipped to treat the internet not only as repository and library but
to take into account its potentials of reading that have been hiding in front
of our very eyes. To expand the notion of hyperlink by taking into account
techniques of referencing and to expand the notion of referencing by realising
its plasticity which has always been imagined as if it is there. To mesh texts
with public URLs to enable entaglement of referencing and hyperlinks. Here,
open access gains its further relevance and importance.
Dušan Barok
_Written May 21-23, 2014, in Vienna and Rotterdam. Revised May 28, 2014._
Notes
1. ↑ Proposals for paragraph-based hyperlinking can be traced back to the work of Douglas Engelbart, and today there is a number of related ideas, some of which were implemented on a small scale: fuzzy anchoring, 1(http://hypothes.is/blog/fuzzy-anchoring/); purple numbers, 2(http://project.cim3.net/wiki/PMWX_White_Paper_2008); robust anchors, 3(http://github.com/hypothesis/h/wiki/robust-anchors); _Emphasis_ , 4(http://open.blogs.nytimes.com/2011/01/11/emphasis-update-and-source); and others 5(http://en.wikipedia.org/wiki/Fragment_identifier#Proposals). The dependence on structural elements such as paragraphs is one of their shortcoming making them not suitable for texts with longer paragraphs (e.g. Adorno's _Aesthetic Theory_ ), visual poetry or computer code; another is the requirement to store anchors along the text.
2. ↑ Works which happened not to be of interest at the time ceased to be copied and mostly disappeared. On the book roll and its gradual replacement by the codex see William A. Johnson, "The Ancient Book", in _The Oxford Handbook of Papyrology_ , ed. Roger S. Bagnall, Oxford, 2009, pp 256-281, 6(http://google.com/books?id=6GRcLuc124oC&pg=PA256).
Addendum (June 9)
Arie Altena wrote a [report from the
panel](http://digitalpublishingtoolkit.org/2014/05/off-the-press-report-day-
ii/) published on the website of Digital Publishing Toolkit initiative,
followed by another [summary of the
talk](http://digitalpublishingtoolkit.org/2014/05/dusan-barok-digital-imprint-
the-motion-of-publishing/) by Irina Enache.
The online repository Aaaaarg [has
introduced](http://twitter.com/aaaarg/status/474717492808413184) the
reference-link function in its document viewer, see [an
example](http://aaaaarg.fail/ref/60090008362c07ed5a312cda7d26ecb8#0.102).
Custodians
In solidarity with Library Genesis and Sci-Hub
2015
# In solidarity with [Library Genesis](http://libgen.io) and [Sci-Hub](http
://sci-hub.io)
In Antoine de Saint Exupéry's tale the Little Prince meets a businessman who
accumulates stars with the sole purpose of being able to buy more stars. The
Little Prince is perplexed. He owns only a flower, which he waters every day.
Three volcanoes, which he cleans every week. "It is of some use to my
volcanoes, and it is of some use to my flower, that I own them," he says, "but
you are of no use to the stars that you own".
There are many businessmen who own knowledge today. Consider Elsevier, the
largest scholarly publisher, whose 37% profit margin1 stands in sharp contrast
to the rising fees, expanding student loan debt and poverty-level wages for
adjunct faculty. Elsevier owns some of the largest databases of academic
material, which are licensed at prices so scandalously high that even Harvard,
the richest university of the global north, has complained that it cannot
afford them any longer. Robert Darnton, the past director of Harvard Library,
says "We faculty do the research, write the papers, referee papers by other
researchers, serve on editorial boards, all of it for free … and then we buy
back the results of our labour at outrageous prices."2 For all the work
supported by public money benefiting scholarly publishers, particularly the
peer review that grounds their legitimacy, journal articles are priced such
that they prohibit access to science to many academics - and all non-academics
- across the world, and render it a token of privilege.3
Elsevier has recently filed a copyright infringement suit in New York against
Science Hub and Library Genesis claiming millions of dollars in damages.4 This
has come as a big blow, not just to the administrators of the websites but
also to thousands of researchers around the world for whom these sites are the
only viable source of academic materials. The social media, mailing lists and
IRC channels have been filled with their distress messages, desperately
seeking articles and publications.
Even as the New York District Court was delivering its injunction, news came
of the entire editorial board of highly-esteemed journal Lingua handing in
their collective resignation, citing as their reason the refusal by Elsevier
to go open access and give up on the high fees it charges to authors and their
academic institutions. As we write these lines, a petition is doing the rounds
demanding that Taylor & Francis doesn't shut down Ashgate5, a formerly
independent humanities publisher that it acquired earlier in 2015. It is
threatened to go the way of other small publishers that are being rolled over
by the growing monopoly and concentration in the publishing market. These are
just some of the signs that the system is broken. It devalues us, authors,
editors and readers alike. It parasites on our labor, it thwarts our service
to the public, it denies us access6.
We have the means and methods to make knowledge accessible to everyone, with
no economic barrier to access and at a much lower cost to society. But closed
access’s monopoly over academic publishing, its spectacular profits and its
central role in the allocation of academic prestige trump the public interest.
Commercial publishers effectively impede open access, criminalize us,
prosecute our heroes and heroines, and destroy our libraries, again and again.
Before Science Hub and Library Genesis there was Library.nu or Gigapedia;
before Gigapedia there was textz.com; before textz.com there was little; and
before there was little there was nothing. That's what they want: to reduce
most of us back to nothing. And they have the full support of the courts and
law to do exactly that.7
In Elsevier's case against Sci-Hub and Library Genesis, the judge said:
"simply making copyrighted content available for free via a foreign website,
disserves the public interest"8. Alexandra Elbakyan's original plea put the
stakes much higher: "If Elsevier manages to shut down our projects or force
them into the darknet, that will demonstrate an important idea: that the
public does not have the right to knowledge."
We demonstrate daily, and on a massive scale, that the system is broken. We
share our writing secretly behind the backs of our publishers, circumvent
paywalls to access articles and publications, digitize and upload books to
libraries. This is the other side of 37% profit margins: our knowledge commons
grows in the fault lines of a broken system. We are all custodians of
knowledge, custodians of the same infrastructures that we depend on for
producing knowledge, custodians of our fertile but fragile commons. To be a
custodian is, de facto, to download, to share, to read, to write, to review,
to edit, to digitize, to archive, to maintain libraries, to make them
accessible. It is to be of use to, not to make property of, our knowledge
commons.
More than seven years ago Aaron Swartz, who spared no risk in standing up for
what we here urge you to stand up for too, wrote: "We need to take
information, wherever it is stored, make our copies and share them with the
world. We need to take stuff that's out of copyright and add it to the
archive. We need to buy secret databases and put them on the Web. We need to
download scientific journals and upload them to file sharing networks. We need
to fight for Guerilla Open Access. With enough of us, around the world, we'll
not just send a strong message opposing the privatization of knowledge — we'll
make it a thing of the past. Will you join us?"9
We find ourselves at a decisive moment. This is the time to recognize that the
very existence of our massive knowledge commons is an act of collective civil
disobedience. It is the time to emerge from hiding and put our names behind
this act of resistance. You may feel isolated, but there are many of us. The
anger, desperation and fear of losing our library infrastructures, voiced
across the internet, tell us that. This is the time for us custodians, being
dogs, humans or cyborgs, with our names, nicknames and pseudonyms, to raise
our voices.
Share this letter - read it in public - leave it in the printer. Share your
writing - digitize a book - upload your files. Don't let our knowledge be
crushed. Care for the libraries - care for the metadata - care for the backup.
Water the flowers - clean the volcanoes.
30 November 2015
Dusan Barok, Josephine Berry, Bodo Balazs, Sean Dockray, Kenneth Goldsmith,
Anthony Iles, Lawrence Liang, Sebastian Luetgert, Pauline van Mourik Broekman,
Marcell Mars, spideralex, Tomislav Medak, Dubravka Sekulic, Femke Snelting...
* * *
1. Lariviere, Vincent, Stefanie Haustein, and Philippe Mongeon. “[The Oligopoly of Academic Publishers in the Digital Era.](http://journals.plos.org/plosone/article?id=10.1371/journal.pone.0127502)” PLoS ONE 10, no. 6 (June 10, 2015): e0127502. doi:10.1371/journal.pone.0127502.,
“[The Obscene Profits of Commercial Scholarly
Publishers.](http://svpow.com/2012/01/13/the-obscene-profits-of-commercial-
scholarly-publishers/)” svpow.com. Accessed November 30, 2015. ↩
2. Sample, Ian. “[Harvard University Says It Can’t Afford Journal Publishers’ Prices.](http://www.theguardian.com/science/2012/apr/24/harvard-university-journal-publishers-prices)” The Guardian, April 24, 2012, sec. Science. theguardian.com. ↩
3. “[Academic Paywalls Mean Publish and Perish - Al Jazeera English.](http://www.aljazeera.com/indepth/opinion/2012/10/20121017558785551.html)” Accessed November 30, 2015. aljazeera.com. ↩
4. “[Sci-Hub Tears Down Academia’s ‘Illegal’ Copyright Paywalls.](https://torrentfreak.com/sci-hub-tears-down-academias-illegal-copyright-paywalls-150627/)” TorrentFreak. Accessed November 30, 2015. torrentfreak.com. ↩
5. “[Save Ashgate Publishing.](https://www.change.org/p/save-ashgate-publishing)” Change.org. Accessed November 30, 2015. change.org. ↩
6. “[The Cost of Knowledge.](http://thecostofknowledge.com/)” Accessed November 30, 2015. thecostofknowledge.com. ↩
7. In fact, with the TPP and TTIP being rushed through the legislative process, no domain registrar, ISP provider, host or human rights organization will be able to prevent copyright industries and courts from criminalizing and shutting down websites "expeditiously". ↩
8. “[Court Orders Shutdown of Libgen, Bookfi and Sci-Hub.](https://torrentfreak.com/court-orders-shutdown-of-libgen-bookfi-and-sci-hub-151102/)” TorrentFreak. Accessed November 30, 2015. torrentfreak.com. ↩
9. “[Guerilla Open Access Manifesto.](https://archive.org/stream/GuerillaOpenAccessManifesto/Goamjuly2008_djvu.txt)” Internet Archive. Accessed November 30, 2015. archive.org. ↩