_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).
Sollfrank & Mars
Public Library
2013
Marcell Mars
Public Library
Berlin, 1 February 2013
[00:13]
Public Library is the concept, the idea, to encourage people to become a
librarian, where a librarian is a person which can allow access to books – and
also which has a catalogue or index, so that it's searchable. [00:32] And the
person, the human being, can communicate, can talk with others who are
interested in that catalogue of books. [00:43] And then when you have a
librarian, and you have a lot of librarians, you have a Public Library,
because we have access to books, we have a catalogue, and we have a librarian.
That's the basic set up. [00:55] And in order to really work, in practice, we
need to introduce a set of tools which are easy to use, like Calibre, for
example, for book management. [01:07] And then also some part of that set up
should be also developed because at the moment, because of the configuration
of the routers, IP addresses and other things, it's not that easy to share
your local library which you have on your laptop with the world. [01:30] So we
also provide... When I say ‘we,’ it's a small team, at the moment, of
developers who try to address that problem. [01:38] We don't need to reinvent
the public library. It's invented, and it should be just maintained. [01:47]
The old-school public libraries – they are in decline because of many reasons.
And when it comes to the digital networks, the digital books, it's almost like
the worst position. [01:59] For example, public libraries in the US, they are
not allowed to buy digital books, for example from Penguin. So even when they
want to buy, it's not that they are getting them, it's that they can't buy the
books. [02:16] By the current legal regulation, it's considered as illegal – a
million of books, or even more, are unavailable, and I think that these books
should be really available. [02:29] And it doesn't really matter how it got on
Internet – did it come from a graphic designer who is preparing that for
print, or if it was uploaded somewhere from the author of the book (that is
also very common, especially in humanities), or if it was digitised anywhere.
[02:50] So these are the books which we have, and we can't be blinded, they
are here. The practice at the moment is almost like trying to find a
prostitute or something, so when you want to get a book online you need to get
onto the websites with advertisements for casinos, for porn and things like
that. [03:14] I don't think that the library should be like that.
[03:18]
Book Management
[03:22]
What we are trying to provide is just suggesting what kind of book management
software they can use, and also what kind of new software tools they can
install in order to easily get the messy directory into the directory of
metadata which Calibre can recognise – and then you can just use Calibre. The
next step is if you can share your local library with the world. [03:52] You
need something like a management software where it's easy to see who are the
authors, what the titles, publishers and all of the metadata – and it's
accessible from the outside.
[04:08]
Calibre
[04:12]
Calibre is a book management software. It's developed by Kovid Goyal, a
software developer. [04:22] It's a free software, open source, and it started
like many other free software projects. It started as a small tool to solve
very particular small problems. [04:31] But then, because it was useful, it
got more and more users, and then Kovid started to develop it more into a
proper, big book management software. At the moment it has more that 10
million registered users who are running that. [04:52] It does so many things
for book management. It's really ‘the’ software tool... If you have an
e-reader, for example, it recognises your e-reader, it registers it inside of
Calibre and then you can easily just transfer the books. [05:08] Also for
years there was a big problem of file formats. So for example, Amazon, in
order to keep their monopoly in that area, they wouldn't support EPUB or PDF.
And then if you got your book somewhere – if you bought it or just downloaded
from the Internet, you wouldn't be able to read it on your reader. [05:31]
Then Calibre was just developing the converter tools. And it was all in one
package, so that Calibre just became the tool for book management. [05:43] It
has a web server as a part of it. So in a local area network – if you just
start that web server and you are running a local area network, it can have a
read-only searchable access to your local library, to your books, and it can
search by any of these metadata.
[06:05]
Tools Around Calibre
[06:09]
I developed a software which I call Let's Share Books, which is super small
compared to Calibre. It just allows you, with one click, to get your library
shared on the Internet. [06:24] So that means that you get a public URL, which
says something like www some-number dot memoryoftheworld dot net, and that is
the temporary public URL. You can send it to anyone in the world. [06:37] And
while you are running your local web server and share books, it would just
serve these books to the Internet. [06:45] I also set up a web chat – kind of
a room where people can talk to each other, chat to each other. [06:54] So
it’s just, trying to develop tools around Calibre, which is mostly for one
person, for one librarian – to try to make some kind of ecosystem for a lot of
librarians where they can meet with their readers or among themselves, and
talk about the books which they love to read and share. [07:23] It’s mostly
like a social networking around the books, where we use the idea and tradition
of the public library. [07:37] In order to get there I needed to set up a
server which only does routing. So with my software I don’t know which books
are transferred, anything. It’s just like a router. [07:56] You can do that
also if you have control of your router, or what we usually call modem, so the
device which you use to get to the Internet. But that is quite hard to hack,
just hackers know how to do that. [08:13] So I just made a server on the
Internet which you can use with one click, and it just routes the traffic
between you, if you’re a librarian, and your users, readers. So that’s that
easy.
[08:33]
Librarians
[08:38] It’s super easy to become a librarian, and that is what we should
celebrate. It’s not that the only librarians which we have were the librarians
who were the only ones wanting to become a librarian. [08:54] So lots of
people want to be a librarian, and lots of people are librarians whenever they
have a chance. [09:00] So you would probably recommend me some books which you
like. I’ll recommend you some books which I like. So I think we should
celebrate that now it’s super easy that anyone can be a librarian. [09:11] And
of course, we will still need professional librarians in order to push forward
the whole field. But that goes, again, in collaboration with software
engineers, information architectes, whatever… [09:26] It’s so easy to have
that, and the benefits of that are so great, that there is no reason why not
to do that, I would say.
[09:38]
Functioning
[09:43]
If you want to share your collection then you need to install at the moment
Calibre, and Let’s Share Books software, which I wrote. But also you can – for
example, there is a Calibre plugin for Aaaaarg, so if you use Calibre… from
Calibre you can search Aaaaarg, you can download books from Aaaaarg, you can
also change the metadata and upload the metadata up to Aaaaarg.
[10:13]
Repositories
[10:17]
At the moment the biggest repository for the books, in order to download and
make your catalogue, is Library Genesis. It’s around 900,000 books. It’s
libgen.info, libgen.org. And it’s a great project. [10:33] It’s done by some
Russian hackers, who also allow anyone to download all of that. It’s 9
Terabytes of books, quite some chunk of hard disks which you need for that.
[10:47] And you can also download PHP, the back end of the website and the
MySQL database (a thumb of the MySQL database), so you can run your own
Library Genesis. That’s one of the ways how you can do that. [11:00] You can
also go and join Aaaaarg.org, where it is also not just about downloading
books and uploading books, it’s also about communication and interpretation of
making, different issues and catalogues. [11:14] It’s a community of book
lovers who like to share knowledge, and who add quite a lot of value around
the books by doing that. [11:26] And then there is… you can use Calibre and
Let’s Share Books. It’s just one of these complimentary tools. So it’s not
really that Calibre and Let’s Share Books is the only way how you can today
share books.
[11:45]
Goal
[11:50]
What we do also has a non-hidden agenda for fighting for the public library. I
would say that most of the people we know, even the authors, they all
participate in the huge, massive Public Library – which we don’t call Public
Library, but usually just trying to hide that we are using that because we are
afraid of the restrictive regime. [12:20] So I don’t see a reason why we
should shut down such a great idea and great implementation – a great resource
which we have all around the world. [12:30] So it’s just an attempt to map all
of these projects and to try to improve them. Because, in order to get it into
the right shape, we need to improve the metadata. [12:47] Open Library, a
project which started also with Aaron Swartz, has 20 millions items, and we
use it. There is a basedata.org which connects the hash files, the MD5 hashes,
with the Open Library ID. And we try to contribute to Open Library as much as
possible. [13:10] So with very few people, around 5 people, we can improve it
so much that it will be for a billion of users a great Public Library, and at
the same time we can have millions of librarians, which we never had before.
So that’s the idea. [13:35] The goal is just to keep the Public Library. If we
didn’t screw up the whole situation with the Public Library, probably we’d
just try to add a little bit of new software, and new ways that we can read
the books. [13:53] But at the moment [it’s] super important actually to keep
this infrastructure running, because this super important infrastructure for
the access to knowledge is now under huge threat.
[14:09]
Copyright
[14:13]
I just think that it’s completely inappropriate – that copyright law is
completely inappropriate for the Public Library. I don’t know about other
cases, but in terms of Public Library it’s absolutely inappropriate. [14:29]
We should find the new ways of how to reward the ones who are adding value to
sharing knowledge. First authors, then anyone who is involved in public
libraries, like librarians, software engineers – so everyone who is involved
in that ecosystem should be rewarded, because it’s a great thing, it’s a
benefit for the society. [15:03] If this kind of things happens, so if the law
which regulates this blocks and doesn’t let that field blossom, it’s something
wrong with that law. [15:16] It’s getting worse and worse, so I don’t know for
how long we should wait, because while we’re waiting it’s getting worse.
[15:24] I don’t care. And I think that I can say that because I’m an artist.
Because all of these laws are made saying that they are representing art, they
are representing the interest of artists. I’m an artist. They don’t really
represent my interests. [15:46] I think that it should be taken over by the
artists. And if there are some artists who disagree – great, let’s have a
discussion.
[15:58]
Civil Disobedience
[16:03]
In the possibilities of civil disobedience – which are done also by
institutions, not just by individuals – and I think that in such clear cases
like the Public Library it’s easy. [16:17] So I think that what I did in this
particular case is nothing really super smart – it’s just reducing this huge
issue to something which is comprehensible, which is understandable for most
of the people. [16:31] There is no one really who doesn’t understand what
public library is. And if you say to anyone in the world, saying, like hey, no
more public libraries, hey, no books anymore, no books for the poor people. We
are just giving up on something which we almost consensually accepted through
the whole world. [16:55] And I think that in such clear cases, I’m really
interested [in] what institutions could do, like Transmediale. I’m now in
[Akademie] Schloss Solitude, I also proposed to make a server with a Public
Library. If you invest enough it’s a million of books, it’s a great library.
[17:16] And of course they are scared. And I think that the system will never
really move if people are not brave. [17:26] I’m not really trying to
encourage people to do something where no one could really understand, you
know, and you need expertise or whatever. [17:37] In my opinion this is the
big case. And if Transmediale or any other art institution is playing with
that, and showing that – let’s see how far away we can support this kind of
things. [17:56] The other issue which I am really interested in is what is the
infrastructure, who is running the infrastructures, and what kind of
infrastructures are happen in between these supposedly avant-garde
institutions, or something. [08:12] So I’m really interested in raising these
issues.
[18:17]
Art Project
[18:21]
Public Library is also an art project where… I would say that just in the same
way that corporations, by their legal status, can really kind of mess around
with different… they can’t be that much accountable and responsible – I think
that this is the counterpart. [18:44] So civil disobedience can use art just
the same way that corporations can use their legal status. [18:51] When I was
invited as a curator and artist to curate the HAIP Festival in Ljubljana, I
was already quite into the topic of sharing access to knowledge. And then I
came up with this idea and everybody liked it and everybody was enthusiastic.
It's one of these ideas where you can see that it’s great, there is no one
really who would oppose to that. [19:28] At the same time there was an
exhibition, Dear Art, curated by WHW, quite established curators. And then it
immediately became an art piece for that exhibition. Then I was invited here
to Transmediale, and have a couple of other invitations. [19:45] I think that
it also shows that art institutions are accepting that, they play with that
idea. And I think that this kind of projects – by having that acceptance it
becomes the issue, it becomes the problem of the whole arts establishment.
[20:10] So I think that if I do this in this way, and if there is a curator
who invites this kind of projects – so who invites Public Library into their
exhibition – it’s also showing their kind of readiness to fight for that
issue. [20:27] And if there are a number of art festivals, a number of art
exhibitions, who are supporting this kind of, lets say, civil disobedience,
that also shows something. [20:38] And I think that that kind of context
should be pushed into the confrontation, so it’s not anymore just playing “oh,
is it is ok, it is not? We should deal with all the complexity…” [20:57] There
is no real complexity here. That complexity is somewhere else, and in some
other step we should take care of that. But this is an art piece, it’s a well
established art piece. [21:11] If you make a Public Library, I'm fine, I’m
sacrificing for taking the responsibility. But you shouldn't melt down that
art piece, I think. [21:26] And I feel super stupid that such a simple concept
should be, in 2013, articulated to whom? In many ways it’s like playing dummy,
I play dummy. It’s like, why should I? [21:50] When we started to play in
Ljubljana like software developers we came up with so many great ideas of how
to use those resources. So it was immediately… just after couple of hours we
had tools – visualisations of that, a reader of Wikipedia which can embed any
page which is referred, as a reference, a quote. [22:17] It was immediately
obvious for anyone there and for anyone from the outside what a huge resource
is having a Public Library like that – and what’s the huge harm that we don’t
have it. [22:32] But still we need to play dummy, I need to play the artist’s
role, you know.