Graziano, Mars & Medak
Learning from #Syllabus
2019


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LEARNING FROM
#SYLLABUS
VALERIA GRAZIANO,
MARCELL MARS,
TOMISLAV MEDAK

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LEARNING FROM #SYLLABUS
VALERIA GRAZIANO, MARCELL MARS, TOMISLAV MEDAK
The syllabus is the manifesto of the 21st century.
—Sean Dockray and Benjamin Forster1
#Syllabus Struggles
In August 2014, Michael Brown, an 18-year-old boy living in Ferguson, Missouri,
was fatally shot by police officer Darren Wilson. Soon after, as the civil protests denouncing police brutality and institutional racism began to mount across the United
States, Dr. Marcia Chatelain, Associate Professor of History and African American
Studies at Georgetown University, launched an online call urging other academics
and teachers ‘to devote the first day of classes to a conversation about Ferguson’ and ‘to recommend texts, collaborate on conversation starters, and inspire
dialogue about some aspect of the Ferguson crisis.’2 Chatelain did so using the
hashtag #FergusonSyllabus.
Also in August 2014, using the hashtag #gamergate, groups of users on 4Chan,
8Chan, Twitter, and Reddit instigated a misogynistic harassment campaign against
game developers Zoë Quinn and Brianna Wu, media critic Anita Sarkeesian, as well as
a number of other female and feminist game producers, journalists, and critics. In the
following weeks, The New Inquiry editors and contributors compiled a reading list and
issued a call for suggestions for their ‘TNI Syllabus: Gaming and Feminism’.3
In June 2015, Donald Trump announced his candidacy for President of the United
States. In the weeks that followed, he became the presumptive Republican nominee,
and The Chronicle of Higher Education introduced the syllabus ‘Trump 101’.4 Historians N.D.B. Connolly and Keisha N. Blain found ‘Trump 101’ inadequate, ‘a mock college syllabus […] suffer[ing] from a number of egregious omissions and inaccuracies’,
failing to include ‘contributions of scholars of color and address the critical subjects
of Trump’s racism, sexism, and xenophobia’. They assembled ‘Trump Syllabus 2.0’.5
Soon after, in response to a video in which Trump engaged in ‘an extremely lewd
conversation about women’ with TV host Billy Bush, Laura Ciolkowski put together a
‘Rape Culture Syllabus’.6

1
2
3
4
5
6

Sean Dockray, Benjamin Forster, and Public Office, ‘README.md’, Hyperreadings, 15 February
2018, https://samiz-dat.github.io/hyperreadings/.
Marcia Chatelain, ‘Teaching the #FergusonSyllabus’, Dissent Magazine, 28 November 2014,
https://www.dissentmagazine.org/blog/teaching-ferguson-syllabus/.
‘TNI Syllabus: Gaming and Feminism’, The New Inquiry, 2 September 2014, https://thenewinquiry.
com/tni-syllabus-gaming-and-feminism/.
‘Trump 101’, The Chronicle of Higher Education, 19 June 2016, https://www.chronicle.com/article/
Trump-Syllabus/236824/.
N.D.B. Connolly and Keisha N. Blain, ‘Trump Syllabus 2.0’, Public Books, 28 June 2016, https://
www.publicbooks.org/trump-syllabus-2-0/.
Laura Ciolkowski, ‘Rape Culture Syllabus’, Public Books, 15 October 2016, https://www.
publicbooks.org/rape-culture-syllabus/.

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In April 2016, members of the Standing Rock Sioux tribe established the Sacred Stone
Camp and started the protest against the Dakota Access Pipeline, the construction of
which threatened the only water supply at the Standing Rock Reservation. The protest at the site of the pipeline became the largest gathering of native Americans in
the last 100 years and they earned significant international support for their ReZpect
Our Water campaign. As the struggle between protestors and the armed forces unfolded, a group of Indigenous scholars, activists, and supporters of the struggles of
First Nations people and persons of color, gathered under the name the NYC Stands
for Standing Rock Committee, put together #StandingRockSyllabus.7
The list of online syllabi created in response to political struggles has continued to
grow, and at present includes many more examples:
All Monuments Must Fall Syllabus
#Blkwomensyllabus
#BLMSyllabus
#BlackIslamSyllabus
#CharlestonSyllabus
#ColinKaepernickSyllabus
#ImmigrationSyllabus
Puerto Rico Syllabus (#PRSyllabus)
#SayHerNameSyllabus
Syllabus for White People to Educate Themselves
Syllabus: Women and Gender Non-Conforming People Writing about Tech
#WakandaSyllabus
What To Do Instead of Calling the Police: A Guide, A Syllabus, A Conversation, A
Process
#YourBaltimoreSyllabus
It would be hard to compile a comprehensive list of all the online syllabi that have
been created by social justice movements in the last five years, especially, but not
exclusively, those initiated in North America in the context of feminist and anti-racist
activism. In what is now a widely spread phenomenon, these political struggles use
social networks and resort to the hashtag template ‘#___Syllabus’ to issue calls for
the bottom-up aggregation of resources necessary for political analysis and pedagogy
centering on their concerns. For this reason, we’ll call this phenomenon ‘#Syllabus’.
During the same years that saw the spread of the #Syllabus phenomenon, university
course syllabi have also been transitioning online, often in a top-down process initiated
by academic institutions, which has seen the syllabus become a contested document
in the midst of increasing casualization of teaching labor, expansion of copyright protections, and technology-driven marketization of education.
In what follows, we retrace the development of the online syllabus in both of these
contexts, to investigate the politics enmeshed in this new media object. Our argument

7

‘#StandingRockSyllabus’, NYC Stands with Standing Rock, 11 October 2016, https://
nycstandswithstandingrock.wordpress.com/standingrocksyllabus/.

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is that, on the one hand, #Syllabus names the problem of contemporary political culture as pedagogical in nature, while, on the other hand, it also exposes academicized
critical pedagogy and intellectuality as insufficiently political in their relation to lived
social reality. Situating our own stakes as both activists and academics in the present
debate, we explore some ways in which the radical politics of #Syllabus could be supported to grow and develop as an articulation of solidarity between amateur librarians
and radical educators.
#Syllabus in Historical Context: Social Movements and Self-Education
When Professor Chatelain launched her call for #FergusonSyllabus, she was mainly
addressing a community of fellow educators:
I knew Ferguson would be a challenge for teachers: When schools opened across
the country, how were they going to talk about what happened? My idea was simple, but has resonated across the country: Reach out to the educators who use
Twitter. Ask them to commit to talking about Ferguson on the first day of classes.
Suggest a book, an article, a film, a song, a piece of artwork, or an assignment that
speaks to some aspect of Ferguson. Use the hashtag: #FergusonSyllabus.8
Her call had a much greater resonance than she had originally anticipated as it reached
beyond the limits of the academic community. #FergusonSyllabus had both a significant impact in shaping the analysis and the response to the shooting of Michael
Brown, and in inspiring the many other #Syllabus calls that soon followed.
The #Syllabus phenomenon comprises different approaches and modes of operating. In some cases, the material is clearly claimed as the creation of a single individual, as in the case of #BlackLivesMatterSyllabus, which is prefaced on the project’s
landing page by a warning to readers that ‘material compiled in this syllabus should
not be duplicated without proper citation and attribution.’9 A very different position on
intellectual property has been embraced by other #Syllabus interventions that have
chosen a more commoning stance. #StandingRockSyllabus, for instance, is introduced as a crowd-sourced process and as a useful ‘tool to access research usually
kept behind paywalls.’10
The different workflows, modes of engagements, and positioning in relation to
intellectual property make #Syllabus readable as symptomatic of the multiplicity
that composes social justice movements. There is something old school—quite
literally—about the idea of calling a list of online resources a ‘syllabus’; a certain
quaintness, evoking thoughts of teachers and homework. This is worthy of investigation especially if contrasted with the attention dedicated to other online cultural
phenomena such as memes or fake news. Could it be that the online syllabus offers

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Marcia Chatelain, ‘How to Teach Kids About What’s Happening in Ferguson’, The Atlantic, 25
August 2014, https://www.theatlantic.com/education/archive/2014/08/how-to-teach-kids-aboutwhats-happening-in-ferguson/379049/.
Frank Leon Roberts, ‘Black Lives Matter: Race, Resistance, and Populist Protest’, 2016, http://
www.blacklivesmattersyllabus.com/fall2016/.
‘#StandingRockSyllabus’, NYC Stands with Standing Rock, 11 October 2016, https://
nycstandswithstandingrock.wordpress.com/standingrocksyllabus/.

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a useful, fresh format precisely for the characteristics that foreground its connections to older pedagogical traditions and techniques, predating digital cultures?
#Syllabus can indeed be analyzed as falling within a long lineage of pedagogical tools
created by social movements to support processes of political subjectivation and the
building of collective consciousness. Activists and militant organizers have time and
again created and used various textual media objects—such as handouts, pamphlets,
cookbooks, readers, or manifestos—to facilitate a shared political analysis and foment
mass political mobilization.
In the context of the US, anti-racist movements have historically placed great emphasis on critical pedagogy and self-education. In 1964, the Council of Federated Organizations (an alliance of civil rights initiatives) and the Student Nonviolent
Coordinating Committee (SNCC), created a network of 41 temporary alternative
schools in Mississippi. Recently, the Freedom Library Project, a campaign born out
of #FergusonSyllabus to finance under-resourced pedagogical initiatives, openly
referenced this as a source of inspiration. The Freedom Summer Project of 1964
brought hundreds of activists, students, and scholars (many of whom were white)
from the north of the country to teach topics and issues that the discriminatory
state schools would not offer to black students. In the words of an SNCC report,
Freedom Schools were established following the belief that ‘education—facts to
use and freedom to use them—is the basis of democracy’,11 a conviction echoed
by the ethos of contemporary #Syllabus initiatives.
Bob Moses, a civil rights movement leader who was the head of the literary skills initiative in Mississippi, recalls the movement’s interest, at the time, in teaching methods
that used the very production of teaching materials as a pedagogical tool:
I had gotten hold of a text and was using it with some adults […] and noticed that
they couldn’t handle it because the pictures weren’t suited to what they knew […]
That got me into thinking about developing something closer to what people were
doing. What I was interested in was the idea of training SNCC workers to develop
material with the people we were working with.12
It is significant that for him the actual use of the materials the group created was much
less important than the process of producing the teaching materials together. This focus
on what could be named as a ‘pedagogy of teaching’, or perhaps more accurately ‘the
pedagogy of preparing teaching materials’, is also a relevant mechanism at play in the
current #Syllabus initiatives, as their crowdsourcing encourages different kinds of people
to contribute what they feel might be relevant resources for the broader movement.
Alongside the crucial import of radical black organizing, another relevant genealogy in
which to place #Syllabus would be the international feminist movement and, in particular, the strategies developed in the 70s campaign Wages for Housework, spearheaded

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12

Daniel Perlstein, ‘Teaching Freedom: SNCC and the Creation of the Mississippi Freedom Schools’,
History of Education Quarterly 30.3 (Autumn 1990): 302.
Perlstein, ‘Teaching Freedom’: 306.

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by Selma James and Silvia Federici. The Wages for Housework campaign drove home
the point that unwaged reproductive labor provides a foundation for capitalist exploitation. They wanted to encourage women to denaturalize and question the accepted
division of labor into remunerated work outside the house and labor of love within
the confines of domesticity, discussing taboo topics such as ‘prostitution as socialized housework’ and ‘forced sterilization’ as issues impacting poor, often racialized,
women. The organizing efforts of Wages for Housework held political pedagogy at their
core. They understood that that pedagogy required:
having literature and other materials available to explain our goals, all written in a
language that women can understand. We also need different types of documents,
some more theoretical, others circulating information about struggles. It is important
that we have documents for women who have never had any political experience.
This is why our priority is to write a popular pamphlet that we can distribute massively and for free—because women have no money.13
The obstacles faced by the Wages for Housework campaign were many, beginning
with the issue of how to reach a dispersed constituency of isolated housewives
and how to keep the revolutionary message at the core of their claims accessible
to different groups. In order to tackle these challenges, the organizers developed
a number of innovative communication tactics and pedagogical tools, including
strategies to gain mainstream media coverage, pamphlets and leaflets translated
into different languages,14 a storefront shop in Brooklyn, and promotional tables at
local events.
Freedom Schools and the Wages for Housework campaign are only two amongst
the many examples of the critical pedagogies developed within social movements.
The #Syllabus phenomenon clearly stands in the lineage of this history, yet we should
also highlight its specificity in relation to the contemporary political context in which it
emerged. The #Syllabus acknowledges that since the 70s—and also due to students’
participation in protests and their display of solidarity with other political movements—
subjects such as Marxist critical theory, women studies, gender studies, and African
American studies, together with some of the principles first developed in critical pedagogy, have become integrated into the educational system. The fact that many initiators of #Syllabus initiatives are women and Black academics speaks to this historical
shift as an achievement of that period of struggles. However, the very necessity felt by
these educators to kick-start their #Syllabus campaigns outside the confines of academia simultaneously reveals the difficulties they encounter within the current privatized and exclusionary educational complex.

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Silvia Federici and Arlen Austin (eds) The New York Wages for Housework Committee 1972-1977:
History, Theory and Documents. New York: Autonomedia, 2017: 37.
Some of the flyers and pamphlets were digitized by MayDay Rooms, ‘a safe haven for historical
material linked to social movements, experimental culture and the radical expression of
marginalised figures and groups’ in London, and can be found in their online archive: ‘Wages
for Housework: Pamphlets – Flyers – Photographs’, MayDay Rooms, http://maydayrooms.org/
archives/wages-for-housework/wfhw-pamphlets-flyers-photographs/.

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#Syllabus as a Media Object
Besides its contextualization within the historical legacy of previous grassroots mobilizations, it is also necessary to discuss #Syllabus as a new media object in its own
right, in order to fully grasp its relevance for the future politics of knowledge production and transmission.
If we were to describe this object, a #Syllabus would be an ordered list of links to
scholarly texts, news reports, and audiovisual media, mostly aggregated through a
participatory and iterative process, and created in response to political events indicative of larger conditions of structural oppression. Still, as we have seen, #Syllabus
as a media object doesn’t follow a strict format. It varies based on the initial vision
of their initiators, political causes, and social composition of the relevant struggle.
Nor does it follow the format of traditional academic syllabi. While a list of learning
resources is at the heart of any syllabus, a boilerplate university syllabus typically
also includes objectives, a timetable, attendance, coursework, examination, and an
outline of the grading system used for the given course. Relieved of these institutional
requirements, the #Syllabus typically includes only a reading list and a hashtag. The
reading list provides resources for understanding what is relevant to the here and
now, while the hashtag provides a way to disseminate across social networks the call
to both collectively edit and teach what is relevant to the here and now. Both the list
and the hashtag are specificities and formal features of the contemporary (internet)
culture and therefore merit further exploration in relation to the social dynamics at
play in #Syllabus initiatives.
The different phases of the internet’s development approached the problem of the
discoverability of relevant information in different ways. In the early days, the Gopher
protocol organized information into a hierarchical file tree. With the rise of World Wide
Web (WWW), Yahoo tried to employ experts to classify and catalog the internet into
a directory of links. That seemed to be a successful approach for a while, but then
Google (founded in 1998) came along and started to use a webgraph of links to rank
the importance of web pages relative to a given search query.
In 2005, Clay Shirky wrote the essay ‘Ontology is Overrated: Categories, Links and
Tags’,15 developed from his earlier talk ‘Folksonomies and Tags: The Rise of User-Developed Classification’. Shirky used Yahoo’s attempt to categorize the WWW to argue
against any attempt to classify a vast heterogenous body of information into a single
hierarchical categorical system. In his words: ‘[Yahoo] missed [...] that, if you’ve got
enough links, you don’t need the hierarchy anymore. There is no shelf. There is no file
system. The links alone are enough.’ Those words resonated with many. By following
simple formatting rules, we, the internet users, whom Time magazine named Person of
the Year in 2006, proved that it is possible to collectively write the largest encyclopedia
ever. But, even beyond that, and as per Shirky’s argument, if enough of us organized
our own snippets of the vast body of the internet, we could replace old canons, hierarchies, and ontologies with folksonomies, social bookmarks, and (hash)tags.

15

Clay Shirky, ‘Ontology Is Overrated: Categories, Links, and Tags’, 2005, http://shirky.com/writings/
herecomeseverybody/ontology_overrated.html.

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Very few who lived through those times would have thought that only a few years later
most user-driven services would be acquired by a small number of successful companies and then be shut down. Or, that Google would decide not to include the biggest
hashtag-driven platform, Twitter, into its search index and that the search results on
its first page would only come from a handful of usual suspects: media conglomerates, Wikipedia, Facebook, LinkedIn, Amazon, Reddit, Quora. Or, that Twitter would
become the main channel for the racist, misogynist, fascist escapades of the President
of United States.
This internet folk naivety—stoked by an equally enthusiastic, venture-capital-backed
startup culture—was not just naivety. This was also a period of massive experimental
use of these emerging platforms. Therefore, this history would merit to be properly
revisited and researched. In this text, however, we can only hint to this history: to contextualize how the hashtag as a formalization initially emerged, and how with time the
user-driven web lost some of its potential. Nonetheless, hashtags today still succeed in
propagating political mobilizations in the network environment. Some will say that this
propagation is nothing but a reflection of the internet as a propaganda machine, and
there’s no denying that hashtags do serve a propaganda function. However, it equally
matters that hashtags retain the capacity to shape coordination and self-organization,
and they are therefore a reflection of the internet as an organization machine.
As mentioned, #Syllabus as a media object is an ordered list of links to resources.
In the long history of knowledge retrieval systems and attempts to help users find
relevant information from big archives, the list on the internet continues in the tradition of the index card catalog in libraries, of charts in the music industry, or mixtapes
and playlists in popular culture, helping people tell their stories of what is relevant and
what isn’t through an ordered sequence of items. The list (as a format) together with
the hashtag find themselves in the list (pun intended) of the most iconic media objects
of the internet. In the network media environment, being smart in creating new lists
became the way to displace old lists of relevance, the way to dismantle canons, the
way to unlearn. The way to become relevant.
The Academic Syllabus Migrates Online
#Syllabus interventions are a challenge issued by political struggles to educators as
they expose a fundamental contradiction in the operations of academia. While critical pedagogies of yesteryear’s social movements have become integrated into the
education system, the radical lessons that these pedagogies teach students don’t
easily reconcile with their experience: professional practice courses, the rethoric of
employability and compulsory internships, where what they learn is merely instrumental, leaves them wondering how on earth they are to apply their Marxism or feminism
to their everyday lives?
Cognitive dissonance is at the basis of degrees in the liberal arts. And to make things
worse, the marketization of higher education, the growing fees and the privatization
of research has placed universities in a position where they increasingly struggle to
provide institutional space for critical interventions in social reality. As universities become more dependent on the ‘customer satisfaction’ of their students for survival, they
steer away from heated political topics or from supporting faculty members who might
decide to engage with them. Borrowing the words of Stefano Harney and Fred Moten,

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‘policy posits curriculum against study’,16 creating the paradoxical situation wherein
today’s universities are places in which it is possible to do almost everything except
study. What Harney and Moten propose instead is the re-appropriation of the diffuse
capacity of knowledge generation that stems from the collective processes of selforganization and commoning. As Moten puts it: ‘When I think about the way we use the
term ‘study,’ I think we are committed to the idea that study is what you do with other
people.’17 And it is this practice of sharing a common repertoire—what Moten and
Harney call ‘rehearsal’18—that is crucially constitutive of a crowdsourced #Syllabus.
This contradiction and the tensions it brings to contemporary neoliberal academia can
be symptomatically observed in the recent evolution of the traditional academic syllabus. As a double consequence of (some) critical pedagogies becoming incorporated
into the teaching process and universities striving to reduce their liability risks, academic syllabi have become increasingly complex and extensive documents. They are
now understood as both a ‘social contract’ between the teachers and their students,
and ‘terms of service’19 between the institution providing educational services and the
students increasingly framed as sovereign consumers making choices in the market of
educational services. The growing official import of the syllabus has had the effect that
educators have started to reflect on how the syllabus translates the power dynamics
into their classroom. For instance, the critical pedagogue Adam Heidebrink-Bruno has
demanded that the syllabus be re-conceived as a manifesto20—a document making
these concerns explicit. And indeed, many academics have started to experiment with
the form and purpose of the syllabus, opening it up to a process of co-conceptualization with their students, or proposing ‘the other syllabus’21 to disrupt asymmetries.
At the same time, universities are unsurprisingly moving their syllabi online. A migration
that can be read as indicative of three larger structural shifts in academia.
First, the push to make syllabi available online, initiated in the US, reinforces the differential effects of reputation economy. It is the Ivy League universities and their professorial star system that can harness the syllabus to advertise the originality of their
scholarship, while the underfunded public universities and junior academics are burdened with teaching the required essentials. This practice is tied up with the replication
in academia of the different valorization between what is considered to be the labor of
production (research) and that of social reproduction (teaching). The low esteem (and
corresponding lower rewards and remuneration) for the kinds of intellectual labors that
can be considered labors of care—editing journals, reviewing papers or marking, for
instance—fits perfectly well with the gendered legacies of the academic institution.

Stefano Harney and Fred Moten, The Undercommons: Fugitive Planning & Black Study, New York:
Autonomedia, 2013, p. 81.
17 Harney and Moten, The Undercommons, p. 110.
18 Harney and Moten, The Undercommons, p. 110.
19 Angela Jenks, ‘It’s In The Syllabus’, Teaching Tools, Cultural Anthropology website, 30 June 2016,
https://culanth.org/fieldsights/910-it-s-in-the-syllabu/.
20 Adam Heidebrink-Bruno, ‘Syllabus as Manifesto: A Critical Approach to Classroom Culture’,
Hybrid Pedagogy, 28 August 2014, http://hybridpedagogy.org/syllabus-manifesto-criticalapproach-classroom-culture/.
21 Lucy E. Bailey, ‘The “Other” Syllabus: Rendering Teaching Politics Visible in the Graduate
Pedagogy Seminar’, Feminist Teacher 20.2 (2010): 139–56.
16

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Second, with the withdrawal of resources to pay precarious and casualized academics during their ‘prep’ time (that is, the time in which they can develop new
course material, including assembling new lists of references, updating their courses as well as the methodologies through which they might deliver these), syllabi
now assume an ambivalent role between the tendencies for collectivization and
individualization of insecurity. The reading lists contained in syllabi are not covered
by copyrights; they are like playlists or recipes, which historically had the effect of
encouraging educators to exchange lesson plans and make their course outlines
freely available as a valuable knowledge common. Yet, in the current climate where
universities compete against each other, the authorial function is being extended
to these materials too. Recently, US universities have been leading a trend towards
the interpretation of the syllabus as copyrightable material, an interpretation that
opened up, as would be expected, a number of debates over who is a syllabus’
rightful owner, whether the academics themselves or their employers. If the latter interpretation were to prevail, this would enable universities to easily replace
academics while retaining their contributions to the pedagogical offer. The fruits of
a teacher’s labor could thus be turned into instruments of their own deskilling and
casualization: why would universities pay someone to write a course when they can
recycle someone else’s syllabus and get a PhD student or a precarious post doc to
teach the same class at a fraction of the price?
This tendency to introduce a logic of property therefore spurs competitive individualism and erasure of contributions from others. Thus, crowdsourcing the syllabus
in the context of growing precarization of labor risks remaining a partial process,
as it might heighten the anxieties of those educators who do not enjoy the security
of a stable job and who are therefore the most susceptible to the false promises of
copyright enforcement and authorship understood as a competitive, small entrepreneurial activity. However, when inserted in the context of live, broader political
struggles, the opening up of the syllabus could and should be an encouragement
to go in the opposite direction, providing a ground to legitimize the collective nature
of the educational process and to make all academic resources available without
copyright restrictions, while devising ways to secure the proper attribution and the
just remuneration of everyone’s labor.
The introduction of the logic of property is hard to challenge as it is furthered by commercial academic publishers. Oligopolists, such as Elsevier, are not only notorious for
using copyright protections to extract usurious profits from the mostly free labor of
those who write, peer review, and edit academic journals,22 but they are now developing all sorts of metadata, metrics, and workflow systems that are increasingly becoming central for teaching and research. In addition to their publishing business, Elsevier
has expanded its ‘research intelligence’ offering, which now encompasses a whole
range of digital services, including the Scopus citation database; Mendeley reference
manager; the research performance analytics tools SciVal and Research Metrics; the
centralized research management system Pure; the institutional repository and pub-

22 Vincent Larivière, Stefanie Haustein, and Philippe Mongeon, ‘The Oligopoly of Academic
Publishers in the Digital Era’, PLoS ONE 10.6 (10 June 2015),https://journals.plos.org/plosone/
article?id=10.1371/journal.pone.0127502/.

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lishing platform Bepress; and, last but not least, grant discovery and funding flow tools
Funding Institutional and Elsevier Funding Solutions. Given how central digital services
are becoming in today’s universities, whoever owns these platforms is the university.
Third, the migration online of the academic syllabus falls into larger efforts by universities to ‘disrupt’ the educational system through digital technologies. The introduction
of virtual learning environments has led to lesson plans, slides, notes, and syllabi becoming items to be deposited with the institution. The doors of public higher education are being opened to commercial qualification providers by means of the rise in
metrics-based management, digital platforming of university services, and transformation of students into consumers empowered to make ‘real-time’ decisions on how to
spend their student debt.23 Such neoliberalization masquerading behind digitization
is nowhere more evident than in the hype that was generated around Massive Open
Online Courses (MOOCs), exactly at the height of the last economic crisis.
MOOCs developed gradually from the Massachusetts Institute of Techology’s (MIT) initial experiments with opening up its teaching materials to the public through the OpenCourseWare project in 2001. By 2011, MOOCs were saluted as a full-on democratization of access to ‘Ivy-League-caliber education [for] the world’s poor.’24 And yet, their
promise quickly deflated following extremely low completion rates (as low as 5%).25
Believing that in fifty years there will be no more than 10 institutions globally delivering
higher education,26 by the end of 2013 Sebastian Thrun (Google’s celebrated roboticist
who in 2012 founded the for-profit MOOC platform Udacity), had to admit that Udacity
offered a ‘lousy product’ that proved to be a total failure with ‘students from difficult
neighborhoods, without good access to computers, and with all kinds of challenges in
their lives.’27 Critic Aaron Bady has thus rightfully argued that:
[MOOCs] demonstrate what the technology is not good at: accreditation and mass
education. The MOOC rewards self-directed learners who have the resources and
privilege that allow them to pursue learning for its own sake [...] MOOCs are also a
really poor way to make educational resources available to underserved and underprivileged communities, which has been the historical mission of public education.28
Indeed, the ‘historical mission of public education’ was always and remains to this
day highly contested terrain—the very idea of a public good being under attack by
dominant managerial techniques that try to redefine it, driving what Randy Martin

23 Ben Williamson, ‘Number Crunching: Transforming Higher Education into “Performance Data”’,
Medium, 16 August 2018, https://medium.com/ussbriefs/number-crunching-transforming-highereducation-into-performance-data-9c23debc4cf7.
24 Max Chafkin, ‘Udacity’s Sebastian Thrun, Godfather Of Free Online Education, Changes Course’,
FastCompany, 14 November 2013, https://www.fastcompany.com/3021473/udacity-sebastianthrun-uphill-climb/.
25 ‘The Rise (and Fall?) Of the MOOC’, Oxbridge Essays, 14 November 2017, https://www.
oxbridgeessays.com/blog/rise-fall-mooc/.
26 Steven Leckart, ‘The Stanford Education Experiment Could Change Higher Learning Forever’,
Wired, 20 March 2012, https://www.wired.com/2012/03/ff_aiclass/.
27 Chafkin, ‘Udacity’s Sebastian Thrun’.
28 Aaron Bady, ‘The MOOC Moment and the End of Reform’, Liberal Education 99.4 (Fall 2013),
https://www.aacu.org/publications-research/periodicals/mooc-moment-and-end-reform.

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aptly called the ‘financialization of daily life.’29 The failure of MOOCs finally points to a
broader question, also impacting the vicissitudes of #Syllabus: Where will actual study
practices find refuge in the social, once the social is made directly productive for capital at all times? Where will study actually ‘take place’, in the literal sense of the phrase,
claiming the resources that it needs for co-creation in terms of time, labor, and love?
Learning from #Syllabus
What have we learned from the #Syllabus phenomenon?
The syllabus is the manifesto of 21st century.
Political struggles against structural discrimination, oppression, and violence in the
present are continuing the legacy of critical pedagogies of earlier social movements
that coupled the process of political subjectivation with that of collective education.
By creating effective pedagogical tools, movements have brought educators and students into the fold of their struggles. In the context of our new network environment,
political struggles have produced a new media object: #Syllabus, a crowdsourced list
of resources—historic and present—relevant to a cause. By doing so, these struggles
adapt, resist, and live in and against the networks dominated by techno-capital, with
all of the difficulties and contradictions that entails.
What have we learned from the academic syllabus migrating online?
In the contemporary university, critical pedagogy is clashing head-on with the digitization of higher education. Education that should empower and research that should
emancipate are increasingly left out in the cold due to the data-driven marketization
of academia, short-cutting the goals of teaching and research to satisfy the fluctuating demands of labor market and financial speculation. Resistance against the capture of data, research workflows, and scholarship by means of digitization is a key
struggle for the future of mass intellectuality beyond exclusions of class, disability,
gender, and race.
What have we learned from #Syllabus as a media object?
As old formats transform into new media objects, the digital network environment defines the conditions in which these new media objects try to adjust, resist, and live. A
right intuition can intervene and change the landscape—not necessarily for the good,
particularly if the imperatives of capital accumulation and social control prevail. We
thus need to re-appropriate the process of production and distribution of #Syllabus
as a media object in its totality. We need to build tools to collectively control the workflows that are becoming the infrastructures on top of which we collaboratively produce
knowledge that is vital for us to adjust, resist, and live. In order to successfully intervene in the world, every aspect of production and distribution of these new media objects becomes relevant. Every single aspect counts. The order of items in a list counts.
The timestamp of every version of the list counts. The name of every contributor to

29 Randy Martin, Financialization Of Daily Life, Philadelphia: Temple University Press, 2002.

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127

every version of the list counts. Furthermore, the workflow to keep track of all of these
aspects is another complex media object—a software tool of its own—with its own order and its own versions. It is a recursive process of creating an autonomous ecology.
#Syllabus can be conceived as a recursive process of versioning lists, pointing to textual, audiovisual, or other resources. With all of the linked resources publicly accessible to all; with all versions of the lists editable by all; with all of the edits attributable to
their contributors; with all versions, all linked resources, all attributions preservable by
all, just such an autonomous ecology can be made for #Syllabus. In fact, Sean Dockray, Benjamin Forster, and Public Office have already proposed such a methodology in
their Hyperreadings, a forkable readme.md plaintext document on GitHub. They write:
A text that by its nature points to other texts, the syllabus is already a relational
document acknowledging its own position within a living field of knowledge. It is
decidedly not self-contained, however it often circulates as if it were.
If a syllabus circulated as a HyperReadings document, then it could point directly to the texts and other media that it aggregates. But just as easily as it circulates, a HyperReadings syllabus could be forked into new versions: the syllabus
is changed because there is a new essay out, or because of a political disagreement, or because following the syllabus produced new suggestions. These forks
become a family tree where one can follow branches and trace epistemological
mutations.30
It is in line with this vision, which we share with the HyperReadings crew, and in line
with our analysis, that we, as amateur librarians, activists, and educators, make our
promise beyond the limits of this text.
The workflow that we are bootstrapping here will keep in mind every aspect of the media object syllabus (order, timestamp, contributor, version changes), allowing diversity
via forking and branching, and making sure that every reference listed in a syllabus
will find its reference in a catalog which will lead to the actual material, in digital form,
needed for the syllabus.
Against the enclosures of copyright, we will continue building shadow libraries and
archives of struggles, providing access to resources needed for the collective processes of education.
Against the corporate platforming of workflows and metadata, we will work with social
movements, political initiatives, educators, and researchers to aggregate, annotate,
version, and preserve lists of resources.
Against the extractivism of academia, we will take care of the material conditions that
are needed for such collective thinking to take place, both on- and offline.

30 Sean Dockray, Benjamin Forster, and Public Office, ‘README.md’, Hyperreadings, 15 February
2018, https://samiz-dat.github.io/hyperreadings/.

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Bibliography
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www.aacu.org/publications-research/periodicals/mooc-moment-and-end-reform/.
Bailey, Lucy E. ‘The “Other” Syllabus: Rendering Teaching Politics Visible in the Graduate Pedagogy
Seminar’, Feminist Teacher 20.2 (2010): 139–56.
Chafkin, Max. ‘Udacity’s Sebastian Thrun, Godfather Of Free Online Education, Changes Course’,
FastCompany, 14 November 2013, https://www.fastcompany.com/3021473/udacity-sebastianthrun-uphill-climb/.
Chatelain, Marcia. ‘How to Teach Kids About What’s Happening in Ferguson’, The Atlantic, 25 August
2014, https://www.theatlantic.com/education/archive/2014/08/how-to-teach-kids-about-whatshappening-in-ferguson/379049/.
_____. ‘Teaching the #FergusonSyllabus’, Dissent Magazine, 28 November 2014, https://www.dissentmagazine.org/blog/teaching-ferguson-syllabus/.
Ciolkowski, Laura. ‘Rape Culture Syllabus’, Public Books, 15 October 2016, https://www.publicbooks.
org/rape-culture-syllabus/.
Connolly, N.D.B. and Keisha N. Blain. ‘Trump Syllabus 2.0’, Public Books, 28 June 2016, https://www.
publicbooks.org/trump-syllabus-2-0/.
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https://samiz-dat.github.io/hyperreadings/.
Federici, Silvia, and Arlen Austin (eds) The New York Wages for Housework Committee 1972-1977: History, Theory, Documents, New York: Autonomedia, 2017.
Harney, Stefano, and Fred Moten, The Undercommons: Fugitive Planning & Black Study, New York:
Autonomedia, 2013.
Heidebrink-Bruno, Adam. ‘Syllabus as Manifesto: A Critical Approach to Classroom Culture’, Hybrid
Pedagogy, 28 August 2014, http://hybridpedagogy.org/syllabus-manifesto-critical-approach-classroom-culture/.
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https://culanth.org/fieldsights/910-it-s-in-the-syllabus/.
Larivière, Vincent, Stefanie Haustein, and Philippe Mongeon, ‘The Oligopoly of Academic Publishers in the Digital Era’, PLoS ONE 10.6 (10 June 2015), https://journals.plos.org/plosone/
article?id=10.1371/journal.pone.0127502/.
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20 March 2012, https://www.wired.com/2012/03/ff_aiclass/.
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History of Education Quarterly 30.3 (Autumn 1990).
Roberts, Frank Leon. ‘Black Lives Matter: Race, Resistance, and Populist Protest’, 2016, http://www.
blacklivesmattersyllabus.com/fall2016/.
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herecomeseverybody/ontology_overrated.html.
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com/blog/rise-fall-mooc/.
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tni-syllabus-gaming-and-feminism/.
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Trump-Syllabus/236824/.
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archives/wages-for-housework/wfhw-pamphlets-flyers-photographs/.
Williamson, Ben. ‘Number Crunching: Transforming Higher Education into “Performance Data”’,
Medium, 16 August 2018, https://medium.com/ussbriefs/number-crunching-transforming-highereducation-into-performance-data-9c23debc4cf7/.


Bodo
Libraries in the Post-Scarcity Era
2015


Libraries in the Post-Scarcity Era
Balazs Bodo

Abstract
In the digital era where, thanks to the ubiquity of electronic copies, the book is no longer a scarce
resource, libraries find themselves in an extremely competitive environment. Several different actors are
now in a position to provide low cost access to knowledge. One of these competitors are shadow libraries
- piratical text collections which have now amassed electronic copies of millions of copyrighted works
and provide access to them usually free of charge to anyone around the globe. While such shadow
libraries are far from being universal, they are able to offer certain services better, to more people and
under more favorable terms than most public or research libraries. This contribution offers insights into
the development and the inner workings of one of the biggest scientific shadow libraries on the internet in
order to understand what kind of library people create for themselves if they have the means and if they
don’t have to abide by the legal, bureaucratic and economic constraints that libraries usually face. I argue
that one of the many possible futures of the library is hidden in the shadows, and those who think of the
future of libraries can learn a lot from book pirates of the 21 st century about how users and readers expect
texts in electronic form to be stored, organized and circulated.
“The library is society’s last non-commercial meeting place which the majority of the population uses.”
(Committee on the Public Libraries in the Knowledge Society, 2010)
“With books ready to be shared, meticulously cataloged, everyone is a librarian. When everyone is
librarian, library is everywhere.” – Marcell Mars, www.memoryoftheworld.org
I have spent the last few months in various libraries visiting - a library. I spent countless hours in the
modest or grandiose buildings of the Harvard Libraries, the Boston and Cambridge Public Library
systems, various branches of the Openbare Bibliotheek in Amsterdam, the libraries of the University of
Amsterdam, with a computer in front of me, on which another library was running, a library which is
perfectly virtual, which has no monumental buildings, no multi-million euro budget, no miles of stacks,
no hundreds of staff, but which has, despite lacking all what apparently makes a library, millions of
literary works and millions of scientific books, all digitized, all available at the click of the mouse for
everyone on the earth without any charge, library or university membership. As I was sitting in these

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physical spaces where the past seemed to define the present, I was wondering where I should look to find
the library of the future: down to my screen or up around me.
The library on my screen was Aleph, one of the biggest of the countless piratical text collections on the
internet. It has more than a million scientific works and another million literary works to offer, all free to
download, without any charge or fee, for anyone on the net. I’ve spent months among its virtual stacks,
combing through the catalogue, talking to the librarians who maintain the collection, and watching the
library patrons as they used the collection. I kept going back to Aleph both as a user and as a researcher.
As a user, Aleph offered me books that the local libraries around me didn’t, in formats that were more
convenient than print. As a researcher, I was interested in the origins of Aleph, its modus operandi, its
future, and I was curious where the journey to which it has taken the book-readers, authors, publishers
and libraries would end.
In this short essay I will introduce some of the findings of a two year research project conducted on
Aleph. In the project I looked at several things. I reconstructed the pirate library’s genesis in order to
understand the forces that called it to life and shaped its development. I looked at its catalogue to
understand what it has to offer and how that piratical supply of books is related to the legal supply of
books through libraries and online distributors. I also acquired data on its usage, so was able to
reconstruct some aspects of piratical demand. After a short introduction, in the first part of this essay I
will outline some of the main findings, and in the second part will situate the findings in the wider context
of the future of libraries.

Book pirates and shadow librarians
Book piracy has a fascinating history, tightly woven into the history of the printing press (Judge, 1934),
into the history of censorship (Wittmann, 2004), into the history of copyright (Bently, Davis, & Ginsburg,
2010; Bodó, 2011a) and into the history of European civilization (Johns, 2010). Book piracy, in the 21st or
in the mid-17th century is an activity that has deep cultural significance, because ultimately it is a story
about how knowledge is circulated beyond and often against the structures of political and economic
power (Bodó, 2011b), and thus it is a story about the changes this unofficial circulation of knowledge
brings.
There are many different types of book pirates. Some just aim for easy money, others pursue highly
ideological goals, but they are invariably powerful harbingers of change. The emergence of black markets
whether they be of culture, of drugs or of arms is always a symptom, a warning sign of a friction between

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supply and demand. Increased activity in the grey and black zones of legality marks the emergence of a
demand which legal suppliers are unwilling or unable to serve (Bodó, 2011a). That friction, more often
than not, leads to change. Earlier waves of book piracy foretold fundamental economic, political, societal
or technological shifts (Bodó, 2011b): changes in how the book publishing trade was organized (Judge,
1934; Pollard, 1916, 1920); the emergence of the new, bourgeois reading class (Patterson, 1968; Solly,
1885); the decline of pre-publication censorship (Rose, 1993); the advent of the Reformation and of the
Enlightenment (Darnton, 1982, 2003), or the rapid modernization of more than one nation (Khan &
Sokoloff, 2001; Khan, 2004; Yu, 2000).
The latest wave of piracy has coincided with the digital revolution which, in itself, profoundly upset the
economics of cultural production and distribution (Landes & Posner, 2003). However technology is not
the primary cause of the emergence of cultural black markets like Aleph. The proliferation of computers
and the internet has just revealed a more fundamental issue which all has to do with the uneven
distribution of the access to knowledge around the globe.
Sometimes book pirates do more than just forecast and react to changes that are independent of them.
Under certain conditions, they themselves can be powerful agents of change (Bodó, 2011b). Their agency
rests on their ability to challenge the status quo and resist cooptation or subjugation. In that effect, digital
pirates seem to be quite resilient (Giblin, 2011; Patry, 2009). They have the technological upper hand and
so far they have been able to outsmart any copyright enforcement effort (Bodó, forthcoming). As long as
it is not completely possible to eradicate file sharing technologies, and as long as there is a substantial
difference between what is legally available and what is in demand, cultural black markets will be here to
compete with and outcompete the established and recognized cultural intermediaries. Under this constant
existential threat, business models and institutions are forced to adapt, evolve or die.
After the music and audiovisual industries, now the book industry has to address the issue of piracy.
Piratical book distribution services are now in direct competition with the bookstore on the corner, the
used book stall on the sidewalk, they compete with the Amazons of the world and, like it or not, they
compete with libraries. There is, however, a significant difference between the book and the music
industries. The reluctance of music rights holders to listen to the demands of their customers caused little
damage beyond the markets of recorded music. Music rights holders controlled their own fates and those
who wanted to experiment with alternative forms of distribution had the chance to do so. But while the
rapid proliferation of book black markets may signal that the book industry suffers from similar problems
as the music industry suffered a decade ago, the actions of book publishers, the policies they pursue have
impact beyond the market of books and directly affect the domain of libraries.

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The fate of libraries is tied to the fate of book markets in more than one way. One connection is structural:
libraries emerged to remedy the scarcity in books. This is true both for the pre-print era as well as in the
Gutenberg galaxy. In the era of widespread literacy and highly developed book markets, libraries offer
access to books under terms publishers and booksellers cannot or would not. Libraries, to a large extent,
are defined to complement the structure of the book trade. The other connection is legal. The core
activities of the library (namely lending, copying) are governed by the same copyright laws that govern
authors and publishers. Libraries are one of the users in the copyright system, and their existence depends
on the limitations of and exceptions to the exclusive rights of the rights holders. The space that has been
carved out of copyright to enable the existence of libraries has been intensely contested in the era of
postmodern copyright (Samuelson, 2002) and digital technologies. This heavy legal and structural
interdependence with the market means that libraries have only a limited control over their own fate in the
digital domain.
Book pirates compete with some of the core services of libraries. And as is usually the case with
innovation that has no economic or legal constraints, pirate libraries offer, at least for the moment,
significantly better services than most of the libraries. Pirate libraries offer far more electronic books,
with much less restrictions and constraints, to far more people, far cheaper than anyone else in the library
domain. Libraries are thus directly affected by pirate libraries, and because of their structural
interdependence with book markets, they also have to adjust to how the commercial intermediaries react
to book piracy. Under such conditions libraries cannot simply count on their survival through their legacy.
Book piracy must be taken seriously, not just as a threat, but also as an opportunity to learn how shadow
libraries operate and interact with their users. Pirate libraries are the products of readers (and sometimes
authors), academics and laypeople, all sharing a deep passion for the book, operating in a zone where
there is little to no obstacle to the development of the “ideal” library. As such, pirate libraries can teach
important lessons on what is expected of a library, how book consumption habits evolve, and how
knowledge flows around the globe.

Pirate libraries in the digital age
The collection of texts in digital formats was one of the first activities that computers enabled: the text file
is the native medium of the computer, it is small, thus it is easy to store and copy. It is also very easy to
create, and as so many projects have since proved, there are more than enough volunteers who are willing
to type whole books into the machine. No wonder that electronic libraries and digital text repositories
were among the first “mainstream” application of computers. Combing through large stacks of matrix-

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printer printouts of sci-fi classics downloaded from gopher servers is a shared experience of anyone who
had access to computers and the internet before it was known as the World Wide Web.
Computers thus added fresh momentum to the efforts of realizing the age-old dream of the universal
library (Battles, 2004). Digital technologies offered a breakthrough in many of the issues that previously
posed serious obstacles to text collection: storage, search, preservation, access have all become cheaper
and easier than ever before. On the other hand, a number of key issues remained unresolved: digitization
was a slow and cumbersome process, while the screen proved to be too inconvenient, and the printer too
costly an interface between the text file and the reader. In any case, ultimately it wasn’t these issues that
put a break to the proliferation of digital libraries. Rather, it was the realization, that there are legal limits
to the digitization, storage, distribution of copyrighted works on the digital networks. That realization
soon rendered many text collections in the emerging digital library scene inaccessible.
Legal considerations did not destroy this chaotic, emergent digital librarianship and the collections the adhoc, accidental and professional librarians put together. The text collections were far too valuable to
simply delete them from the servers. Instead, what happened to most of these collections was that they
retreated from the public view, back into the access-controlled shadows of darknets. Yesterday’s gophers
and anonymous ftp servers turned into closed, membership only ftp servers, local shared libraries residing
on the intranets of various academic, business institutions and private archives stored on local hard drives.
The early digital libraries turned into book piracy sites and into the kernels of today’s shadow libraries.
Libraries and other major actors, who decided to start large scale digitization programs soon needed to
find out that if they wanted to avoid costly lawsuits, then they had to limit their activities to work in the
public domain. While the public domain is riddled with mind-bogglingly complex and unresolved legal
issues, but at least it is still significantly less complicated to deal with than copyrighted and orphan works.
Legally more innovative, (or as some would say, adventurous) companies, such as Google and Microsoft,
who thought they had sufficient resources to sort out the legal issues soon had to abandon their programs
or put them on hold until the legal issues were sorted out.
There were, however, a large group of disenfranchised readers, library patrons, authors and users who
decided to ignore the legal problems and set out to build the best library that could possibly be built using
the digital technologies. Despite the increased awareness of rights holders to the issue of digital book
piracy, more and more communities around text collections started defy the legal constraints and to
operate and use more or less public piratical shadow libraries.

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Aleph1
Aleph2 is a meta-library, and currently one of the biggest online piratical text collections on the internet.
The project started on a Russian bulletin board devoted to piracy in around 2008 as an effort to integrate
various free-floating text collections that circulated online, on optical media, on various public and private
ftp servers and on hard-drives. Its aim was to consolidate these separate text collections, many of which
were created in various Russian academic institutions, into a single, unified catalog, standardize the
technical aspects, add and correct missing or incorrect metadata, and offer the resulting catalogue,
computer code and the collection of files as an open infrastructure.

From Russia with love
It is by no means a mistake that Aleph was born in Russia. In post-Soviet Russia the unique constellation
of several different factors created the necessary conditions for the digital librarianship movement that
ultimately led to the development of Aleph. A rich literary legacy, the Soviet heritage, the pace with
which various copying technologies penetrated the market, the shortcomings of the legal environment and
the informal norms that stood in for the non-existent digital copyrights all contributed to the emergence of
the biggest piratical library in the history of mankind.
Russia cherishes a rich literary tradition, which suffered and endured extreme economic hardships and
political censorship during the Soviet period (Ermolaev, 1997; Friedberg, Watanabe, & Nakamoto, 1984;
Stelmakh, 2001). The political transformation in the early 1990’s liberated authors, publishers, librarians
and readers from much of the political oppression, but it did not solve the economic issues that stood in
the way of a healthy literary market. Disposable income was low, state subsidies were limited, the dire
economic situation created uncertainty in the book market. The previous decades, however, have taught
authors and readers how to overcome political and economic obstacles to access to books. During the
Soviet times authors, editors and readers operated clandestine samizdat distribution networks, while
informal book black markets, operating in semi-private spheres, made uncensored but hard to come by
books accessible (Stelmakh, 2001). This survivalist attitude and the skills that came with it became handy
in the post-Soviet turmoil, and were directly transferable to the then emerging digital technologies.

1

I have conducted extensive research on the origins of Aleph, on its catalogue and its users. The detailed findings, at
the time of writing this contribution are being prepared for publication. The following section is brief summary of
those findings and is based upon two forthcoming book chapters on Aleph in a report, edited by Joe Karaganis, on
the role of shadow libraries in the higher education systems of multiple countries.
2
Aleph is a pseudonym chosen to protect the identity of the shadow library in question.

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Russia is not the only country with a significant informal media economy of books, but in most other
places it was the photocopy machine that emerged to serve such book grey/black markets. In pre-1990
Russia and in other Eastern European countries the access to this technology was limited, and when
photocopiers finally became available, computers were close behind them in terms of accessibility. The
result of the parallel introduction of the photocopier and the computer was that the photocopy technology
did not have time to lock in the informal market of texts. In many countries where the photocopy machine
preceded the computer by decades, copy shops still capture the bulk of the informal production and
distribution of textbooks and other learning material. In the Soviet-bloc PCs instantly offered a less costly
and more adaptive technology to copy and distribute texts.
Russian academic and research institutions were the first to have access to computers. They also had to
somehow deal with the frustrating lack of access to up-to-date and affordable western works to be used in
education and research (Abramitzky & Sin, 2014). This may explain why the first batch of shadow
libraries started in a number of academic/research institutions such as the Department of Mechanics and
Mathematics (MexMat) at Moscow State University. The first digital librarians in Russia were
mathematicians, computer scientists and physicists, working in those institutions.
As PCs and internet access slowly penetrated Russian society, an extremely lively digital librarianship
movement emerged, mostly fuelled by enthusiastic readers, book fans and often authors, who spared no
effort to make their favorite books available on FIDOnet, a popular BBS system in Russia. One of the
central figures in these tumultuous years, when typed-in books appeared online by the thousands, was
Maxim Moshkov, a computer scientist, alumnus of the MexMat, and an avid collector of literary works.
His digital library, lib.ru was at first mostly a private collection of literary texts, but soon evolved into the
number one text repository which everyone used to depose the latest digital copy on a newly digitized
book (Мошков, 1999). Eventually the library grew so big that it had to be broken up. Today it only hosts
the Russian literary classics. User generated texts, fan fiction and amateur production was spin off into the
aptly named samizdat.lib.ru collection, low brow popular fiction, astrology and cheap romance found its
way into separate collections, and so did the collection of academic/scientific books, which started an
independent life under the name of Kolkhoz. Kolkhoz, which borrowed its name from the commons
based agricultural cooperative of the early Soviet era, was both a collection of scientific texts, and a
community of amateur librarians, who curated, managed and expanded the collection.
Moshkov and his library introduced several important norms into the bottom-up, decentralized, often
anarchic digital library movement that swept through the Russian internet in the late 1990’s, early 2000’s.
First, lib.ru provided the technological blueprint for any future digital library. But more importantly,

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Moshkov’s way of handling the texts, his way of responding to the claims, requests, questions, complaints
of authors and publishers paved the way to the development of copynorms (Schultz, 2007) that continue
to define the Russian digital library scene until today. Moshkov was instrumental in the creation of an
enabling environment for the digital librarianship while respecting the claims of authors, during times
when the formal copyright framework and the enforcement environment was both unable and unwilling to
protect works of authorship (Elst, 2005; Sezneva, 2012).

Guerilla Open Access
Around the time of the late 2000’s when Aleph started to merge the Kolkhoz collection with other, freefloating texts collections, two other notable events took place. It was in 2008 when Aaron Swartz penned
his Guerilla Open Access Manifesto (Swartz, 2008), in which he called for the liberation and sharing of
scientific knowledge. Swartz forcefully argued that scientific knowledge, the production of which is
mostly funded by the public and by the voluntary labor of academics, cannot be locked up behind
corporate paywalls set up by publishers. He framed the unauthorized copying and transfer of scientific
works from closed access text repositories to public archives as a moral act, and by doing so, he created
an ideological framework which was more radical and promised to be more effective than either the
creative commons (Lessig, 2004) or the open access (Suber, 2013) movements that tried to address the
access to knowledge issues in a more copyright friendly manner. During interviews, the administrators of
Aleph used the very same arguments to justify the raison d'être of their piratical library. While it seems
that Aleph is the practical realization of Swartz’s ideas, it is hard to tell which served as an inspiration for
the other.
It was also in around the same time when another piratical library, gigapedia/library.nu started its
operation, focusing mostly on making freely available English language scientific works (Liang, 2012).
Until its legal troubles and subsequent shutdown in 2012, gigapedia/library.nu was the biggest English
language piratical scientific library on the internet amassing several hundred thousand books, including
high-quality proofs ready to print and low resolution scans possibly prepared by a student or a lecturer.
During 2012 the mostly Russian-language and natural sciences focused Alephs absorbed the English
language, social sciences rich gigapedia/library.nu, and with the subsequent shutdown of
gigapedia/library.nu Aleph became the center of the scientific shadow library ecosystem and community.

Aleph by numbers

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Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

By adding pre-existing text collections to its catalogue Aleph was able to grow at an astonishing rate.
Aleph added, on average 17.500 books to its collection each month since 2009, and as a result, by April
2014 is has more than 1.15 million documents. Nearly two thirds of the collection is in English, one fifth
of the documents is in Russian, while German works amount to the third largest group with 8.5% of the
collection. The rest of the major European languages, like French or Spanish have less than 15000 works
each in the collection.
More than 50 thousand publishers have works in the library, but most of the collection is published by
mainstream western academic publishers. Springer published more than 12% of the works in the
collection, followed by the Cambridge University Press, Wiley, Routledge and Oxford University Press,
each having more than 9000 works in the collection.
Most of the collection is relatively recent, more than 70% of the collection being published in 1990 or
after. Despite the recentness of the collection, the electronic availability of the titles in the collection is
limited. While around 80% of the books that had an ISBN number registered in the catalogue3 was
available in print either as a new copy or a second hand one, only about one third of the titles were
available in e-book formats. The mean price of the titles still in print was 62 USD according to the data
gathered from Amazon.com.
The number of works accessed through of Aleph is as impressive as its catalogue. In the three months
between March and June, 2012, on average 24.000 documents were downloaded every day from one of
its half-a-dozen mirrors.4 This means that the number of documents downloaded daily from Aleph is
probably in the 50 to 100.000 range. The library users come from more than 150 different countries. The
biggest users in terms of volume were the Russian Federation, Indonesia, USA, India, Iran, Egypt, China,
Germany and the UK. Meanwhile, many of the highest per-capita users are Central and Eastern European
countries.

What Aleph is and what it is not
Aleph is an example of the library in the post scarcity age. It is founded on the idea that books should no
longer be a scarce resource. Aleph set out to remove both sources of scarcity: the natural source of
3

Market availability data is only available for that 40% of books in the Aleph catalogue that had an ISBN number
on file. The titles without a valid ISBN number tend to be older, Russian language titles, in general with low
expected print and e-book availability.
4
Download data is based on the logs provided by one of the shadow library services which offers the books in
Aleph’s catalogue as well as other works also free and without any restraints or limitations.

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in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

scarcity in physical copies is overcome through distributed digitization; the artificial source of scarcity
created by copyright protection is overcome through infringement. The liberation from both constraints is
necessary to create a truly scarcity free environment and to release the potential of the library in the postscarcity age.
Aleph is also an ongoing demonstration of the fact that under the condition of non-scarcity, the library can
be a decentralized, distributed, commons-based institution created and maintained through peer
production (Benkler, 2006). The message of Aleph is clear: users left to their own devices, can produce a
library by themselves for themselves. In fact, users are the library. And when everyone has the means to
digitize, collect, catalogue and share his/her own library, then the library suddenly is everywhere. Small
individual and institutional collections are aggregated into Aleph, which, in turn is constantly fragmented
into smaller, local, individual collections as users download works from the collection. The library is
breathing (Battles, 2004) books in and out, but for the first time, this circulation of books is not a zero
sum game, but a cumulative one: with every cycle the collection grows.
On the other hand Aleph may have lots of books on offer, but it is clear that it is neither universal in its
scope, nor does it fulfill all the critical functions of a library. Most importantly Aleph is disembedded
from the local contexts and communities that usually define the focus of the library. While it relies on the
availability of local digital collections for its growth, it has no means to play an active role in its own
development. The guardians of Aleph can prevent books from entering the collection, but they cannot
pay, ask or force anyone to provide a title if it is missing. Aleph is reliant on the weak copy-protection
technologies of official e-text repositories and the goodwill of individual document submitters when it
comes to the expansion of the collection. This means that the Aleph collection is both fragmented and
biased, and it lacks the necessary safeguards to ensure that it stays either current or relevant.
Aleph, with all its strengths and weaknesses carries an important lesson for the discussions on the future
of libraries. In the next section I’ll try situate these lessons in the wider context of the library in the post
scarcity age.

The future of the library
There is hardly a week without a blog post, a conference, a workshop or an academic paper discussing the
future of libraries. While existing libraries are buzzing with activity, librarians are well aware that they
need to re-define themselves and their institutions, as the book collections around which libraries were
organized slowly go the way the catalogue has gone: into the digital realm. It would be impossible to give

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Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

a faithful summary of all the discussions on the future of libraries is such a short contribution. There are,
however, a few threads, to which the story of Aleph may contribute.

Competition
It is very rare to find the two words: libraries and competition in the same sentence. No wonder: libraries
enjoyed a near perfect monopoly in their field of activity. Though there may have been many different
local initiatives that provided free access to books, as a specialized institution to do so, the library was
unmatched and unchallenged. This monopoly position has been lost in a remarkably short period of time
due to the internet and the rapid innovations in the legal e-book distribution markets. Textbooks can be
rented, e-books can be lent, a number of new startups and major sellers offer flat rate access to huge
collections. Expertise that helps navigate the domains of knowledge is abundant, there are multiple
authoritative sources of information and meta-information online. The search box of the library catalog is
only one, and not even the most usable of all the different search boxes one can type a query in5.
Meanwhile there are plenty of physical spaces which offer good coffee, an AC plug, comfortable chairs
and low levels of noise to meet, read and study from local cafes via hacker- and maker spaces, to coworking offices. Many library competitors have access to resources (human, financial, technological and
legal) way beyond the possibilities of even the richest libraries. In addition, publishers control the
copyrights in digital copies which, absent of well fortified statutory limitations and exceptions, prevent
libraries keeping up with the changes in user habits and with the competing commercial services.
Libraries definitely feel the pressure. “Libraries’ offers of materials […] compete with many other offers
that aim to attract the attention of the public. […] It is no longer enough just to make a good collection
available to the public.” (Committee on the Public Libraries in the Knowledge Society, 2010) As a
response, libraries have developed different strategies to cope with this challenge. The common thread in
the various strategy documents is that they try to redefine the library as a node in the vast network of
institutions that provide knowledge, enable learning, facilitate cooperation and initiate dialogues. Some of
the strategic plans redefine the library space as an “independent medium to be developed” (Committee on
the Public Libraries in the Knowledge Society, 2010), and advise libraries to transform themselves into
culture and community centers which establish partnerships with citizens, communities and with other
public and private institutions. Some librarians propose even more radical ways of keeping the library

5

ArXiv, SSRN, RePEc, PubMed Central, Google Scholar, Google Books, Amazon, Mendeley, Citavi,
ResearchGate, Goodreads, LibraryThing, Wikipedia, Yahoo Answers, Khan Academy, specialized twitter and other
social media accounts are just a few of the available discovery services.

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Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

relevant by, for example, advocating more opening hours without staff and hosting more user-governed
activities.
In the research library sphere, the Commission on the Future of the Library, a task force set up by the
University of California Berkeley defined the values the university research library will add in the digital
age as “1) Human expertise; 2) Enabling infrastructure; and 3) Preservation and dissemination of
knowledge for future generations.” (Commission on the Future of the Library, 2013). This approach is
from among the more conservative ones, still relying on the hope that libraries can offer something
unique that no one else is able to provide. Others, working at the Association of Research Libraries are
more like their public library counterparts, defining the future role of the research libraries as a “convener
of ‘conversations’ for knowledge construction, an inspiring host; a boundless symposium; an incubator;
a 3rd space both physically and virtually; a scaffold for independence of mind; and a sanctuary for
freedom of expression, a global entrepreneurial engine” (Pendleton-Jullian, Lougee, Wilkin, & Hilton,
2014), in other words, as another important, but in no way unique node in the wider network of
institutions that creates and distributes knowledge.
Despite the differences in priorities, all these recommendations carry the same basic message. The unique
position of libraries in the center of a book-based knowledge economy, on the top of the paper-bound
knowledge hierarchy is about to be lost. As libraries are losing their monopoly of giving low cost, low
restrictions access to books which are scarce by nature, and they are losing their privileged and powerful
position as the guardians of and guides to the knowledge stored in the stacks. If they want to survive, they
need to find their role and position in a network of institutions, where everyone else is engaged in
activities that overlap with the historic functions of the library. Just like the books themselves, the power
that came from the privileged access to books is in part dispersed among the countless nodes in the
knowledge and learning networks, and in part is being captured by those who control the digital rights to
digitize and distribute books in the digital era.
One of the main reasons why libraries are trying to redefine themselves as providers of ancillary services
is because the lack of digital lending rights prevents them from competing on their own traditional home
turf - in giving free access to knowledge. The traditional legal limitations and exceptions to copyright that
enabled libraries to fulfill their role in the analogue world do not apply in the digital realm. In the
European Union, the Infosoc Directive (“Directive 2001/29/EC on the harmonisation of certain aspects of
copyright and related rights in the information society,” 2001) allows for libraries to create digital copies
for preservation, indexing and similar purposes and allows for the display of digital copies on their
premises for research and personal study (Triaille et al., 2013). While in theory these rights provide for

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in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

the core library services in the digital domain, their practical usefulness is rather limited, as off-premises
e-lending of copyrighted works is in most cases6 only possible through individual license agreements with
publishers.
Under such circumstances libraries complain that they cannot fulfill their public interest mission in the
digital era. What libraries are allowed to do under their own under current limitations and exceptions, is
seen as inadequate for what is expected of them. But to do more requires the appropriate e-lending
licenses from rights holders. In many cases, however, libraries simply cannot license digitally for e-lending. In those cases when licensing is possible, they see transaction costs as prohibitively high; they
feel that their bargaining positions vis-à-vis rightholders is unbalanced; they do not see that the license
terms are adapted to libraries’ policies, and they fear that the licenses provide publishers excessive and
undue influence over libraries (Report on the responses to the Public Consultation on the Review of the
EU Copyright Rules, 2013).
What is more, libraries face substantial legal uncertainties even where there are more-or-less well defined
digital library exceptions. In the EU, questions such as whether the analogue lending rights of libraries
extend to e-books, whether an exhaustion of the distribution right is necessary to enjoy the lending
exception, and whether licensing an e-book would exhaust the distribution right are under consideration
by the Court of Justice of the European Union in a Dutch case (Rosati, 2014b). And while in another case
(Case C-117/13 Technische Universität Darmstadt v Eugen Ulmer KG) the CJEU reaffirmed the rights of
European libraries to digitize books in their collection if that is necessary to give access to them in digital
formats on their premises, it also created new uncertainties by stating that libraries may not digitize their
entire collections (Rosati, 2014a).
US libraries face a similar situation, both in terms of the narrowly defined exceptions in which libraries
can operate, and the huge uncertainty regarding the limits of fair use in the digital library context. US
rights holders challenged both Google’s (Authors Guild v Google) and the libraries (Authors Guild v
HathiTrust) rights to digitize copyrighted works. While there seems to be a consensus of courts that the
mass digitization conducted by these institutions was fair use (Diaz, 2013; Rosati, 2014c; Samuelson,
2014), the accessibility of the scanned works is still heavily limited, subject to licenses from publishers,
the existence of print copies at the library and the institutional membership held by prospective readers.
While in the highly competitive US e-book market many commercial intermediaries offer e-lending
6

The notable exception being orphan works which are presumed to be still copyrighted, but without an identifiable
rights owner. In the EU, the Directive 2012/28/EU on certain permitted uses of orphan works in theory eases access
to such works, but in practice its practical impact is limited by the many constraints among its provisions. Lacking
any orphan works legislation and the Google Book Settlement still in limbo, the US is even farther from making
orphan works generally accessible to the public.

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in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

licenses to e-book catalogues of various sizes, these arrangements also carry the danger of a commercial
lock-in of the access to digital works, and render libraries dependent upon the services of commercial
providers who may or may not be the best defenders of public interest (OECD, 2012).
Shadow libraries like Aleph are called into existence by the vacuum that was left behind by the collapse
of libraries in the digital sphere and by the inability of the commercial arrangements to provide adequate
substitute services. Shadow libraries are pooling distributed resources and expertise over the internet, and
use the lack of legal or technological barriers to innovation in the informal sphere to fill in the void left
behind by libraries.

What can Aleph teach us about the future of libraries?
The story of Aleph offers two, closely interrelated considerations for the debate on the future of libraries:
a legal and an organizational one. Aleph operates beyond the limits of legality, as almost all of its
activities are copyright infringing, including the unauthorized digitization of books, the unauthorized
mass downloads from e-text repositories, the unauthorized acts of uploading books to the archive, the
unauthorized distribution of books, and, in most countries, the unauthorized act of users’ downloading
books from the archive. In the debates around copyright infringement, illegality is usually interpreted as a
necessary condition to access works for free. While this is undoubtedly true, the fact that Aleph provides
no-cost access to books seems to be less important than the fact that it provides an access to them in the
first place.
Aleph is a clear indicator of the volume of the demand for current books in digital formats in developed
and in developing countries. The legal digital availability, or rather, unavailability of its catalogue also
demonstrates the limits of the current commercial and library based arrangements that aim to provide low
cost access to books over the internet. As mentioned earlier, Aleph’s catalogue is mostly of recent books,
meaning that 80% of the titles with a valid ISBN number are still in print and available as a new or used
print copy through commercial retailers. What is also clear, that around 66% of these books are yet to be
made available in electronic format. While publishers in theory have a strong incentive to make their most
recent titles available as e-books, they lag behind in doing so.
This might explain why one third of all the e-book downloads in Aleph are from highly developed
Western countries, and two third of these downloads are of books without a kindle version. Having access
to print copies either through libraries or through commercial retailers is simply not enough anymore.
Developing countries are a slightly different case. There, compared to developed countries, twice as many

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Bodó B. (2015): Libraries in the post-scarcity era.
in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

of the downloads (17% compared to 8% in developed countries) are of titles that aren’t available in print
at all. Not having access to books in print seems to be a more pressing problem for developing countries
than not having access to electronic copies. Aleph thus fulfills at least two distinct types of demand: in
developed countries it provides access to missing electronic versions, in developing countries it provides
access to missing print copies.
The ability to fulfill an otherwise unfulfilled demand is not the only function of illegality. Copyright
infringement in the case of Aleph has a much more important role: it enables the peer production of the
library. Aleph is an open source library. This means that every resource it uses and every resource it
creates is freely accessible to anyone for use without any further restrictions. This includes the server
code, the database, the catalogue and the collection. The open source nature of Aleph rests on the
ideological claim that the scientific knowledge produced by humanity, mostly through public funds
should be open for anyone to access without any restrictions. Everything else in and around Aleph stems
from this claim, as they replicate the open access logic in all the other aspects of Aleph’s operation. Aleph
uses the peer produced Open Library to fetch book metadata, it uses the bittorrent and ed2k P2P networks
to store and make books accessible, it uses Linux and MySQL to run its code, and it allows its users to
upload books and edit book metadata. As a consequence of its open source nature, anyone can contribute
to the project, and everyone can enjoy its benefits.
It is hard to quantify the impact of this piratical open access library on education, science and research in
various local contexts where Aleph is the prime source of otherwise inaccessible books. But it is
relatively easy to measure the consequences of openness at the level of the Aleph, the library. The
collection of Aleph was created mostly by those individuals and communities who decided to digitize
books by themselves for their own use. While any single individual is only capable of digitizing a few
books at the maximum, the small contributions quickly add up. To digitize the 1.15 million documents in
the Aleph collection would require an investment of several hundred million Euros, and a substantial
subsequent investment in storage, collection management and access provision (Poole, 2010). Compared
to these figures the costs associated with running Aleph is infinitesimal, as it survives on the volunteer
labor of a few individuals, and annual donations in the total value of a few thousand dollars. The hundreds
of thousands who use Aleph on a more or less regular basis have an immense amount of resources, and by
disregarding the copyright laws Aleph is able to tap into those resources and use them for the
development of the library. The value of these resources and of the peer produced library is the difference
between the actual costs associated with Aleph, and the investment that would be required to create
something remotely similar.

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in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

The decentralized, collaborative mass digitization and making available of current, thus most relevant
scientific works is only possible at the moment through massive copyright infringement. It is debatable
whether the copyrighted corpus of scientific works should be completely open, and whether the blatant
disregard of copyrights through which Aleph achieved this openness is the right path towards a more
openly accessible body of scientific knowledge. It is also yet to be measured what effects shadow libraries
may have on the commercial intermediaries and on the health of scientific publishing and science in
general. But Aleph, in any case, is a case study in the potential benefits of open sourcing the library.

Conclusion
If we can take Aleph as an expression of what users around the globe want from a library, then the answer
is that there is a strong need for a universally accessible collection of current, relevant (scientific) books
in restrictions-free electronic formats. Can we expect any single library to provide anything even remotely
similar to that in the foreseeable future? Does such a service have a place in the future of libraries? It is as
hard to imagine the future library with such a service as without.
While the legal and financial obstacles to the creation of a scientific library with as universal reach as
Aleph may be difficult the overcome, other aspects of it may be more easily replicable. The way Aleph
operates demonstrates the amount of material and immaterial resources users are willing to contribute to
build a library that responds to their needs and expectations. If libraries plan to only ‘host’ user-governed
activities, it means that the library is still imagined to be a separate entity from its users. Aleph teaches us
that this separation can be overcome and users can constitute a library. But for that they need
opportunities to participate in the production of the library: they need the right to digitize books and copy
digital books to and from the library, they need the opportunity to participate in the cataloging and
collection building process, they need the opportunity to curate and program the collection. In other
words users need the chance to be librarians in the library if they wish to do so, and so libraries need to be
able to provide access not just to the collection but to their core functions as well. The walls that separate
librarians from library patrons, private and public collections, insiders and outsiders can all prevent the
peer production of the library, and through that, prevent the future that is the closest to what library users
think of as ideal.

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in: Porsdam (ed): Copyrighting Creativity: Creative values, Cultural Heritage Institutions and Systems of Intellectual Property, Ashgate

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