digitization in Bodo 2015
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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Bodó B. (2015): Libraries in the post-scarcity era.
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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.
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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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Bodó B. (2015): Libraries in the post-scarcity era.
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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.
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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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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
12
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
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.
13
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
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
14
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.
15
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
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.
16
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
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digitization in Mars, Medak & Sekulic 2016
Mars, Medak & Sekulic
Taken Literally
2016
Taken literally
Marcell Mars
Tomislav Medak
Dubravka Sekulic
Free people united in building a society of
equals, embracing those whom previous
efforts have failed to recognize, are the historical foundation of the struggle against
enslavement, exploitation, discrimination
and cynicism. Building a society has never
been an easy-going pastime.
During the turbulent 20th century,
different trajectories of social transformation moved within the horizon set by
the revolutions of the 18th and 19th century: equality, brotherhood and liberty
– and class struggle. The 20th century experimented with various combinations
of economic and social rationales in the
arrangement of social reproduction. The
processes of struggle, negotiation, empowerment and inclusion of discriminated social groups constantly complexified and
dynamised the basic concepts regulating
social relations. However, after the process
of intensive socialisation in the form of either welfare state or socialism that dominated a good part of the 20th century, the
end of the century was marked by a return
in the regulation of social relations back
to the model of market domination and
private appropriation. Such simplification
and fall from complexity into a formulaic
state of affairs is not merely a symptom
of overall exhaustion, loss of imagination
and lacking perspective on further social
development, but rather indicates a cynical
abandonment of the effort to build society,
its idea, its vision – and, as some would
want, of society altogether.
In this article, we wish to revisit the
evolution of regulation of ownership in the
field of intellectual production and housing
as two examples of the historical dead-end
in which we find ourselves.
T H E C A P I TA L I S T M O D E
O F P RO D U C T I O N
According to the text-book definition, the
capitalist mode of production is the first
historical organisation of socio-economic relations in which appropriation of the
surplus from producers does not depend
on force, but rather on neutral laws of economic processes on the basis of which the
capitalist and the worker enter voluntarily
into a relation of production. While under
feudalism it was the aristocratic oligopoly
on violence that secured a hereditary hierarchy of appropriation, under capitalism the
neutral logic of appropriation was secured
by the state monopoly on violence. However, given that the early capitalist relations
in the English country-side did not emerge
outside the existing feudal inequalities, and
that the process of generalisation of capitalist relations, particularly after the rise of industrialisation, resulted in even greater and
even more hardened stratification, the state
monopoly on violence securing the neutral
logic of appropriation ended up mostly securing the hereditary hierarchy of appropriation. Although in the new social formation
neither the capitalist nor the worker was born
capitalist or born worker, the capitalist would
rarely become a worker and the worker a capitalist even rarer. However, under conditions
where the state monopoly on violence could
no longer coerce workers to voluntarily sell
their labour and where their resistance to
accept existing class relations could be
229
expressed in the withdrawal of their labour
power from the production process, their
consent would become a problem for the existing social model. That problem found its
resolution through a series of conflicts that
have resulted in historical concessions and
gains of class struggle ranging from guaranteed labor rights, through institutions of the
welfare state, to socialism.
The fundamental property relation
in the capitalist mode of production is that
the worker has an exclusive ownership over
his/her own labour power, while the capitalist has ownership over the means of production. By purchasing the worker's labour
power, the capitalist obtains the exclusive
right to appropriate the entire product of
worker's labour. However, as the regulation
of property in such unconditional formulaic
form quickly results in deep inequalities, it
could not be maintained beyond the early
days of capitalism. Resulting class struggles
and compromises would achieve a series of
conditions that would successively complexify the property relations.
Therefore, the issue of private property – which goods do we have the right to
call our own to the exclusion of others: our
clothes, the flat in which we live, means of
production, profit from the production process, the beach upon which we wish to enjoy
ourselves alone or to utilise by renting it out,
unused land in our neighbourhood – is not
merely a question of the optimal economic
allocation of goods, but also a question of
social rights and emancipatory opportunities that are required in order secure the
continuous consent of society's members to
its organisational arrangements.
230
Taken literally
OW NER S H I P R EG I M ES
Both the concept of private property over
land and the concept of copyright and
intellectual property have their shared
evolutionary beginnings during the early capitalism in England, at a time when
the newly emerging capitalist class was
building up its position in relation to the
aristocracy and the Church. In both cases, new actors entered into the processes
of political articulation, decision-making
and redistribution of power. However, the
basic process of ( re )defining relations has
remained ( until today ) a spatial demarcation: the question of who is excluded or
remains outside and how.
① In the early period of trade in books, after
the invention of the printing press in the 15th
century, the exclusive rights to commercial
exploitation of written works were obtained
through special permits from the Royal Censors, issued solely to politically loyal printers.
The copyright itself was constituted only in
the 17th century. It's economic function is to
unambiguously establish the ownership title
over the products of intellectual labour. Once
that title is established, there is a person with
whose consent the publisher can proceed in
commodifying and distributing the work to
the exclusion of others from its exploitation.
And while that right to economic benefit was
exclusively that of the publishers at the outset, as authors became increasingl aware that
the income from books guaranteed then an
autonomy from the sponsorship of the King
and the aristocracy, in the 19th century copyright gradually transformed into a legal right
that protected both the author and the publisher in equal measure. The patent rights underwent a similar development. They were
standardised in the 17th century as a precondition for industrial development, and were
soon established as a balance between the
rights of the individual-inventor and the
commercial interest of the manufacturer.
However, the balance of interests between the productive creative individuals
and corporations handling production and
distribution did not last long and, with
time, that balance started to lean further
towards protecting the interests of the corporations. With the growing complexity of
companies and their growing dependence
on intellectual property rights as instruments in 20th century competitive struggles, the economic aspect of intellectual
property increasingly passed to the corporation, while the author/inventor was
left only with the moral and reputational
element. The growing importance of intellectual property rights for the capitalist
economy has been evident over the last
three decades in the regular expansions of
the subject matter and duration of protection, but, most important of all – within
the larger process of integration of the capitalist world-system – in the global harmonisation and enforcement of rights protection. Despite the fact that the interests of
authors and the interests of corporations,
of the global south and the global north, of
the public interest and the corporate interest do not fall together, we are being given
a global and uniform – formulaic – rule of
the abstract logic of ownership, notwithstanding the diverging circumstances and
interests of different societies in the context of uneven development.
No-one is surprised today that, in
spite of their initial promises, the technological advances brought by the Internet,
once saddled with the existing copyright
regulation, did not enhance and expand
access to knowledge. But that dysfunction
is nowhere more evident than in academic publishing. This is a global industry of
the size of music recording industry dominated by an oligopoly of five major commercial publishers: Reed Elsevier, Taylor
& Francis, Springer, Wiley-Blackwell and
Sage. While scientists write their papers,
do peer-reviews and edit journals for free,
these publishers have over past decades
taken advantage of their oligopolistic position to raise the rates of subscriptions they
sell mostly to publicly financed libraries at
academic institutions, so that the majority of libraries, even in the rich centres of
the global north, are unable to afford access to many journals. The fantastic profit
margins of over 30% that these publishers
reap from year to year are premised on denying access to scientific publications and
the latest developments in science not only
to the general public, but also students and
scholars around the world. Although that
oligopoly rests largely on the rights of the
authors, the authors receive no benefit
from that copyright. An even greater irony is, if they want to make their work open
access to others, the authors themselves or
the institutions that have financed the underlying research through the proxy of the
author are obliged to pay additionally to
the publishers for that ‘service’. ×
231
② With proliferation of enclosures and
signposts prohibiting access, picturesque
rural arcadias became landscapes of capitalistic exploitation. Those evicted by the
process of enclosure moved to the cities
and became wage workers. Far away from
the parts of the cities around the factories,
where working families lived squeezed
into one room with no natural light and
ventilation, areas of the city sprang up in
which the capitalists built their mansions.
At that time, the very possibility of participation in political life was conditioned
on private property, thus excluding and
discriminating by legal means entire social
groups. Women had neither the right to
property ownership nor inheritance rights.
Engels' description of the humiliating
living conditions of Manchester workers in
the 19th century pointed to the catastrophic
effects of industrialisation on the situation
of working class ( e.g. lower pay than during
the pre-industrial era ) and indicated that
the housing problem was not a direct consequence of exploitation but rather a problem
arising from inequitable redistribution of
assets. The idea that living quarters for the
workers could be pleasant, healthy and safe
places in which privacy was possible and
that that was not the exclusive right of the
rich, became an integral part of the struggle
for labor rights, and part of the consciousness of progressive, socially-minded architects and all others dedicated to solving the
housing problem.
Just as joining forces was as the
foundation of their struggle for labor and
political rights, joining forces was and has
remained the mechanism for addressing the
232
Taken literally
inadequate housing conditions. As early as
during the 19th century, Dutch working class
and impoverished bourgeoisie joined forces
in forming housing co-operatives and housing societies, squatting and building without permits on the edges of the cities. The
workers' struggle, enlightened bourgeoisie,
continued industrial development, as well
as the phenomenon of Utopian socialist-capitalists like Jean-Baptiste André Godin, who, for example, under the influence
of Charles Fourier's ideas, built a palace for
workers – the Familistery, all these exerted
pressure on the system and contributed to
the improvement of housing conditions for
workers. Still, the dominant model continued to replicate the rentier system in which
even those with inadequate housing found
someone to whom they could rent out a segment of their housing unit.
The general social collapse after
World War I, the Socialist Revolution and
the coming to power in certain European
cities of the social-democrats brought new
urban strategies. In ‘red’ Vienna, initially
under the urban planning leadership of
Otto Neurath, socially just housing policy
and provision of adequate housing was regarded as the city's responsibility. The city
considered the workers who were impoverished by the war and who sought a way out
of their homelessness by building housing
themselves and tilling gardens as a phenomenon that should be integrated, and
not as an error that needed to be rectified.
Sweden throughout the 1930s continued
with its right to housing policy and served
as an example right up until the mid-1970s
both to the socialist and ( capitalist ) wel-
fare states. The idea of ( private ) ownership became complexified with the idea
of social ownership ( in Yugoslavia ) and
public/social housing elsewhere, but since
the bureaucratic-technological system responsible for implementation was almost
exclusively linked with the State, housing
ended up in unwieldy complicated systems
in which there was under-investment in
maintenance. That crisis was exploited as
an excuse to impose as necessary paradigmatic changes that we today regard as the
beginning of neo-liberal policies.
At the beginning of the 1980s in
Great Britain, Margaret Thatcher created an atmosphere of a state of emergency
around the issue of housing ownership
and, with the passing of the Housing Act
in 1980, reform was set in motion that
would deeply transform the lives of the
Brits. The promises of a better life merely
based on the opportunity to buy and become a ( private ) owner never materialised.
The transition from the ‘right to housing’ and the ‘right to ( participation in the
market through ) purchase’ left housing
to the market. There the prices first fell
drastically at the beginning of the 1990s.
That was followed by a financialisation
and speculation on the property market
making housing space in cities like London primarily an avenue of investment, a
currency, a tax haven and a mechanism
by which the rich could store their wealth.
In today's generation, working and lower
classes, even sometimes the upper middle
class can no longer even dream of buying
a flat in London. ×
P L AT F O R M I SAT I O N
Social ownership and housing – understood both literally as living space, but
also as the articulation of the right to decent life for all members of society – which
was already under attack for decades prior,
would be caught completely unprepared
for the information revolution and its
zero marginal cost economy. Take for
example the internet innovation: after a
brief period of comradely couch-surfing,
the company AirBnB in an even shorter period transformed from the service
allowing small enterprising home owners to rent out their vacant rooms into a
catalyst for amassing the ownership over
housing stock with the sole purpose of
renting it out through AirBnb. In the
last phase of that transformation, new
start-ups appeared that offered to the
newly consolidated feudal lords the service of easier management of their housing ‘fleet’, where the innovative approach
boils down to the summoning of service
workers who, just like Uber drivers, seek
out blue dots on their smart-phone maps
desperately rushing – in fear of bad rating,
for a minimal fee and no taxes paid – to
turn up there before their equally precarious competition does. With these innovations, the residents end up being offered
shorter and shorter but increasingly more
expensive contracts on rental, while in a
worse case the flats are left unoccupied
because the rich owner-investors have
realised that an unoccupied flat is a more
profitable deal than a risky investment in
a market in crisis.
233
The information revolution stepped out
onto the historical stage with the promise
of radical democratisation of communication, culture and politics. Anyone could
become the media and address the global
public, emancipate from the constrictive
space of identity, and obtain access to entire
knowledge of the world. However, instead
of resulting in democratising and emancipatory processes, with the handing over of
Internet and technological innovation to the
market in 1990s it resulted in the gradual
disruption of previous social arrangements
in the allocation of goods and in the intensification of the commodification process.
That trajectory reached its full-blown development in the form of Internet platforms
that simultaneously enabled old owners of
goods to control more closely their accessibility and permited new owners to seek out
new forms of commercial exploitation. Take
for example Google Books, where the process of digitization of the entire printed culture of the world resulted in no more than
ad and retail space where only few books
can be accessed for free. Or Amazon Kinde,
where the owner of the platform has such
dramatic control over books that on behest
of copyright holders it can remotely delete
a purchased copy of a book, as quite indicatively happened in 2009 with Orwell's 1984.
The promised technological innovation that
would bring a new turn of the complexity in
the social allocation of goods resulted in a
simplification and reduction of everything
into private property.
The history of resistance to such extreme forms of enclosure of culture and
knowledge is only a bit younger than the
234
Taken literally
processes of commodification themselves
that had begun with the rise of trade in
books. As early as the French Revolution,
the confiscation of books from the libraries
of clergy and aristocracy and their transfer
into national and provincial libraries signalled that the right of access to knowledge
was a pre-condition for full participation
in society. For its part, the British labor
movement of the mid-19th century had to
resort to opening workers' reading-rooms,
projects of proletarian self-education and
the class struggle in order to achieve the
establishment of the institution of public
libraries financed by taxes, and the right
thereby for access to knowledge and culture for all members of society.
SHAD OW P U B L I C L I B R A R I ES
Public library as a space of exemption from
commodification of knowledge and culture
is an institution that complexifies the unconditional and formulaic application of
intellectual property rights, making them
conditional on the public interest that all
members of the society have the right of
access to knowledge. However, with the
transition to the digital, public libraries
have been radically limited in acquiring
anything they could later provide a decommodified access to. Publishers do not
wish to sell electronic books to libraries,
and when they do decide to give them a
lending licence, that licence runs out after 26 lendings. Closed platforms for electronic publications where the publishers
technologically control both the medium
and the ways the work can be used take us
back to the original and not very well-conceived metaphor of ownership – anyone
who owns the land can literally control
everything that happens on that land –
even if that land is the collective process
of writing and reading. Such limited space
for the activity of public libraries is in radical contrast to the potentials for universal
access to all of culture and knowledge that
digital distribution could make possible
at a very low cost, but with considerable
change in the regulation of intellectual production in society.
Since such change would not be in the
interest of formulaic application of intellectual property, acts of civil disobedience to
that regime have over the last twenty years
created a number of 'shadow public libraries'
that provide universal access to knowledge
and culture in the digital domain in the way
that the public libraries are not allowed to:
Library Genesis, Science Hub, Aaaaarg,
Monoskop, Memory of the World or Ubuweb. They all have a simple objective – to
provide access to books, journals and digitised knowledge to all who find themselves
outside the rich academic institutions of the
West and who do not have the privilege of
institutional access.
These shadow public libraries bravely remind society of all the watershed moments in the struggles and negotiations
that have resulted in the establishment
of social institutions, so as to first enable
the transition from what was an unjust,
discriminating and exploitative to a better society, and later guarantee that these
gains would not be dismantled or rescinded. That reminder is, however, more than a
mere hacker pastime, just as the reactions
of the corporations are not easy-going at
all: in mid-2015, Reed Elsevier initiated
a court case against Library Genesis and
Science Hub and by the end of 2015 the
court in New York issued a preliminary
injunction ordering the shut-down of
their domains and access to the servers. At
the same time, a court case was brought
against Aaaaarg in Quebec.
Shadow public libraries are also a
reminder of how technological complexity does not have to be harnessed only in
the conversion of socialised resources back
into the simplified formulaic logic of private property, how we can take technology
in our hands, in the hands of society that is
not dismantling its own foundations, but
rather taking care of and preserving what
is worthwhile and already built – and thus
building itself further. But, most powerfully shadow public libraries are a reminder to us of how the focus and objective of
our efforts should not be a world that can
be readily managed algorithmically, but a
world in which our much greater achievement is the right guaranteed by institutions – envisioned, demanded, struggled
for and negotiated – a society. Platformisation, corporate concentration, financialisation and speculation, although complex
in themselves, are in the function of the
process of de-socialisation. Only by the
re-introduction of the complexity of socialised management and collective re-appropriation of resources can technological
complexity in a world of escalating expropriation be given the perspective of universal sisterhood, equality and liberation.
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