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

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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Bodó B. (2015): Libraries in the post-scarcity era.
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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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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.
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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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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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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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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19



hacker in Bodo 2016


Bodo
In the Name of Humanity
2016


# In the Name of Humanity

By [Balazs Bodo](https://limn.it/researchers/bodo/)

![In the Name of Humanity](https://limn.it/wp-
content/uploads/2016/02/Gamelin1_t02-745x1024.jpg)

Jacques Gamelin

![](http://limn.it/wp-content/uploads/2016/02
/Fahrenheit_451_1966_Francois_Truffaut-800x435.png)

Fahrenheit 451 (1966).

As I write this in August 2015, we are in the middle of one of the worst
refugee crises in modern Western history. The European response to the carnage
beyond its borders is as diverse as the continent itself: as an ironic
contrast to the newly built barbed-wire fences protecting the borders of
Fortress Europe from Middle Eastern refugees, the British Museum (and probably
other museums) are launching projects to “protect antiquities taken from
conflict zones” (BBC News 2015). We don’t quite know how the conflict
artifacts end up in the custody of the participating museums. It may be that
asylum seekers carry such antiquities on their bodies, and place them on the
steps of the British Museum as soon as they emerge alive on the British side
of the Eurotunnel. But it is more likely that Western heritage institutions,
if not playing Indiana Jones in North Africa, Iraq, and Syria, are probably
smuggling objects out of war zones and buying looted artifacts from the
international gray/black antiquities market to save at least some of them from
disappearing in the fortified vaults of wealthy private buyers (Shabi 2015).
Apparently, there seems to be some consensus that artifacts, thought to be
part of the common cultural heritage of humanity, cannot be left in the hands
of those collectives who own/control them, especially if they try to destroy
them or sell them off to the highest bidder.

The exact limits of expropriating valuables in the name of humanity are
heavily contested. Take, for example, another group of self-appointed
protectors of culture, also collecting and safeguarding, in the name of
humanity, valuable items circulating in the cultural gray/black markets. For
the last decade Russian scientists, amateur librarians, and volunteers have
been collecting millions of copyrighted scientific monographs and hundreds of
millions of scientific articles in piratical shadow libraries and making them
freely available to anyone and everyone, without any charge or limitation
whatsoever (Bodó 2014b; Cabanac 2015; Liang 2012). These pirate archivists
think that despite being copyrighted and locked behind paywalls, scholarly
texts belong to humanity as a whole, and seek to ensure that every single one
of us has unlimited and unrestricted access to them.

The support for a freely accessible scholarly knowledge commons takes many
different forms. A growing number of academics publish in open access
journals, and offer their own scholarship via self-archiving. But as the data
suggest (Bodó 2014a), there are also hundreds of thousands of people who use
pirate libraries on a regular basis. There are many who participate in
courtesy-based academic self-help networks that provide ad hoc access to
paywalled scholarly papers (Cabanac 2015).[1] But a few people believe that
scholarly knowledge could and should be liberated from proprietary databases,
even by force, if that is what it takes. There are probably no more than a few
thousand individuals who occasionally donate a few bucks to cover the
operating costs of piratical services or share their private digital
collections with the world. And the number of pirate librarians, who devote
most of their time and energy to operate highly risky illicit services, is
probably no more than a few dozen. Many of them are Russian, and many of the
biggest pirate libraries were born and/or operate from the Russian segment of
the Internet.

The development of a stable pirate library, with an infrastructure that
enables the systematic growth and development of a permanent collection,
requires an environment where the stakes of access are sufficiently high, and
the risks of action are sufficiently low. Russia certainly qualifies in both
of these domains. However, these are not the only reasons why so many pirate
librarians are Russian. The Russian scholars behind the pirate libraries are
familiar with the crippling consequences of not having access to fundamental
texts in science, either for political or for purely economic reasons. The
Soviet intelligentsia had decades of experience in bypassing censors, creating
samizdat content distribution networks to deal with the lack of access to
legal distribution channels, and running gray and black markets to survive in
a shortage economy (Bodó 2014b). Their skills and attitudes found their way to
the next generation, who now runs some of the most influential pirate
libraries. In a culture, where the know-how of how to resist information
monopolies is part of the collective memory, the Internet becomes the latest
in a long series of tools that clandestine information networks use to build
alternative publics through the illegal sharing of outlawed texts.

In that sense, the pirate library is a utopian project and something more.
Pirate librarians regard their libraries as a legitimate form of resistance
against the commercialization of public resources, the (second) enclosure
(Boyle 2003) of the public domain. Those handful who decide to publicly defend
their actions, speak in the same voice, and tell very similar stories. Aaron
Swartz was an American hacker willing to break both laws and locks in his
quest for free access. In his 2008 “Guerilla Open Access Manifesto” (Swartz
2008), he forcefully argued for the unilateral liberation of scholarly
knowledge from behind paywalls to provide universal access to a common human
heritage. A few years later he tried to put his ideas into action by
downloading millions of journal articles from the JSTOR database without
authorization. Alexandra Elbakyan is a 27-year-old neurotechnology researcher
from Kazakhstan and the founder of Sci-hub, a piratical collection of tens of
millions of journal articles that provides unauthorized access to paywalled
articles to anyone without an institutional subscription. In a letter to the
judge presiding over a court case against her and her pirate library, she
explained her motives, pointing out the lack of access to journal articles.[2]
Elbakyan also believes that the inherent injustices encoded in current system
of scholarly publishing, which denies access to everyone who is not
willing/able to pay, and simultaneously denies payment to most of the authors
(Mars and Medak 2015), are enough reason to disregard the fundamental IP
framework that enables those injustices in the first place. Other shadow
librarians expand the basic access/injustice arguments into a wider critique
of the neoliberal political-economic system that aims to commodify and
appropriate everything that is perceived to have value (Fuller 2011; Interview
with Dusan Barok 2013; Sollfrank 2013).

Whatever prompts them to act, pirate librarians firmly believe that the fruits
of human thought and scientific research belong to the whole of humanity.
Pirates have the opportunity, the motivation, the tools, the know-how, and the
courage to create radical techno-social alternatives. So they resist the
status quo by collecting and “guarding” scholarly knowledge in libraries that
are freely accessible to all.

![](http://limn.it/wp-content/uploads/2016/02/NewtonLibraryBooks-800x484.png)

Water-damaged books drying, 1985.

Both the curators of the British Museum and the pirate librarians claim to
save the common heritage of humanity, but any similarities end there. Pirate
libraries have no buildings or addresses, they have no formal boards or
employees, they have no budgets to speak of, and the resources at their
disposal are infinitesimal. Unlike the British Museum or libraries from the
previous eras, pirate libraries were born out of lack and despair. Their
fugitive status prevents them from taking the traditional paths of
institutionalization. They are nomadic and distributed by design; they are _ad
hoc_ and tactical, pseudonymous and conspiratory, relying on resources reduced
to the absolute minimum so they can survive under extremely hostile
circumstances.

Traditional collections of knowledge and artifacts, in their repurposed or
purpose-built palaces, are both the products and the embodiments of the wealth
and power that created them. Pirate libraries don’t have all the symbols of
transubstantiated might, the buildings, or all the marble, but as
institutions, they are as powerful as their more established counterparts.
Unlike the latter, whose claim to power was the fact of ownership and the
control over access and interpretation, pirates’ power is rooted in the
opposite: in their ability to make ownership irrelevant, access universal, and
interpretation democratic.

This is the paradox of the total piratical archive: they collect enormous
wealth, but they do not own or control any of it. As an insurance policy
against copyright enforcement, they have already given everything away: they
release their source code, their databases, and their catalogs; they put up
the metadata and the digitalized files on file-sharing networks. They realize
that exclusive ownership/control over any aspects of the library could be a
point of failure, so in the best traditions of archiving, they make sure
everything is duplicated and redundant, and that many of the copies are under
completely independent control. If we disregard for a moment the blatantly
illegal nature of these collections, this systematic detachment from the
concept of ownership and control is the most radical development in the way we
think about building and maintaining collections (Bodó 2015).

Because pirate libraries don’t own anything, they have nothing to lose. Pirate
librarians, on the other hand, are putting everything they have on the line.
Speaking truth to power has a potentially devastating price. Swartz was caught
when he broke into an MIT storeroom to download the articles in the JSTOR
database.[3] Facing a 35-year prison sentence and $1 million in fines, he
committed suicide.[4] By explaining her motives in a recent court filing,[5]
Elbakyan admitted responsibility and probably sealed her own legal and
financial fate. But her library is probably safe. In the wake of this lawsuit,
pirate libraries are busy securing themselves: pirates are shutting down
servers whose domain names were confiscated and archiving databases, again and
again, spreading the illicit collections through the underground networks
while setting up new servers. It may be easy to destroy individual
collections, but nothing in history has been able to destroy the idea of the
universal library, open for all.

For the better part of that history, the idea was simply impossible. Today it
is simply illegal. But in an era when books are everywhere, the total archive
is already here. Distributed among millions of hard drives, it already is a
_de facto_ common heritage. We are as gods, and might as well get good at
it.[6]



## About the author

**Bodo Balazs,**  PhD, is an economist and piracy researcher at the Institute
for Information Law (IViR) at the University of Amsterdam. [More
»](https://limn.it/researchers/bodo/)

## Footnotes

[1] On such fora, one can ask for and receive otherwise out-of-reach
publications through various reddit groups such as
[r/Scholar](https://www.reddit.com/r/Scholar) and using certain Twitter
hashtags like #icanhazpdf or #pdftribute.

[2] Elsevier Inc. et al v. Sci-Hub et al, New York Southern District Court,
Case No. 1:15-cv-04282-RWS

[3] While we do not know what his aim was with the article dump, the
prosecution thought his Manifesto contained the motives for his act.

[4] See _United States of America v. Aaron Swartz_ , United States District
Court for the District of Massachusetts, Case No. 1:11-cr-10260

[5] Case 1:15-cv-04282-RWS Document 50 Filed 09/15/15, available at
[link](https://www.unitedstatescourts.org/federal/nysd/442951/).

[6] I of course stole this line from Stewart Brand (1968), the editor of the
Whole Earth catalog, who, in return, claims to have been stolen it from the
British anthropologist Edmund Leach. See
[here](http://www.wholeearth.com/issue/1010/article/195/we.are.as.gods) for
the details.

## Bibliography

BBC News. “British Museum ‘Guarding’ Object Looted from Syria. _BBC News,_
June 5. Available at [link](http://www.bbc.com/news/entertainment-
arts-33020199).

Bodó, B. 2015. “Libraries in the Post-Scarcity Era.” In _Copyrighting
Creativity_ , edited by H. Porsdam (pp. 75–92). Aldershot, UK: Ashgate.

———. 2014a. “In the Shadow of the Gigapedia: The Analysis of Supply and Demand
for the Biggest Pirate Library on Earth.” In _Shadow Libraries_ , edited by J.
Karaganis (forthcoming). New York: American Assembly. Available at
[link](http://ssrn.com/abstract=2616633).

———. 2014b. “A Short History of the Russian Digital Shadow Libraries.” In
Shadow Libraries, edited by J. Karaganis (forthcoming). New York: American
Assembly. Available at [link](http://ssrn.com/abstract=2616631).

Boyle, J. 2003. “The Second Enclosure Movement and the Construction of the
Public Domain.” _Law and Contemporary Problems_ 66:33–42. Available at
[link](http://dx.doi.org/10.2139/ssrn.470983).

Brand, S. 1968. _Whole Earth Catalog,_ Menlo Park, California: Portola
Institute.

Cabanac, G. 2015. “Bibliogifts in LibGen? A Study of a Text‐Sharing Platform
Driven by Biblioleaks and Crowdsourcing.” _Journal of the Association for
Information Science and Technology,_ Online First, 27 March 2015 _._

Fuller, M. 2011. “In the Paradise of Too Many Books: An Interview with Sean
Dockray.” _Metamute._ Available at
[link](http://www.metamute.org/editorial/articles/paradise-too-many-books-
interview-sean-dockray).

Interview with Dusan Barok. 2013. _Neural_ 10–11.

Liang, L. 2012. “Shadow Libraries.” _e-flux._  Available at
[link](http://www.e-flux.com/journal/shadow-libraries/).

Mars, M., and Medak, T. 2015. “The System of a Takedown: Control and De-
commodification in the Circuits of Academic Publishing.” Unpublished
manuscript.

Shabi, R. 2015. “Looted in Syria–and Sold in London: The British Antiques
Shops Dealing in Artefacts Smuggled by ISIS.” _The Guardian,_ July 3.
Available at [link](http://www.theguardian.com/world/2015/jul/03/antiquities-
looted-by-isis-end-up-in-london-shops).

Sollfrank, C. 2013. “Giving What You Don’t Have: Interviews with Sean Dockray
and Dmytri Kleiner.” _Culture Machine_ 14:1–3.

Swartz, A. 2008. “Guerilla Open Access Manifesto.” Available at
[link](https://archive.org/stream/GuerillaOpenAccessManifesto/Goamjuly2008_djvu.txt).



hacker in Constant 2015


Constant
Conversations
2015


This book documents an ongoing dialogue between developers and designers involved in the wider ecosystem of Libre
Graphics. Its lengthy title, I think that conversations are the
best, biggest thing that Free Software has to offer its user, is taken
from an interview with Debian developer Asheesh Laroia, Just
ask and that will be that, included in this publication. His remark points at the difference that Free Software can make when
users are invited to consider, interrogate and discuss not only
the technical details of software, but its concepts and histories
as well.
Conversations documents discussions about tools and practices
for typography, layout and image processing that stretch out
over a period of more than eight years. The questions and answers were recorded in the margins of events such as the yearly
Libre Graphics Meeting, the Libre Graphics Research Unit,
a two-year collaboration between Medialab Prado in Madrid,
Worm in Rotterdam, Piksel in Bergen and Constant in Brussels,
or as part of documenting the work process of the Brussels’
design team OSP. Participants in these intersecting events and
organisations constitute the various instances of ‘we’ and ‘I’ that
you will discover throughout this book.
The transcriptions are loosely organised around three themes:
tools, communities and design. At the same time, I invite you
to read Conversations as a chronology of growing up in Libre
Graphics, a portrait of a community gradually grasping the interdependencies between Free Software and design practice.
Femke Snelting
Brussels, December 2014

Introduction

A user should not be able to shoot himself in the foot

I think the ideas behind it are beautiful in my mind

We will get to know the machine and we will understand
ConTeXt and the ballistics of design
Meaningful transformations

Tools for a Read Write World
Etat des Lieux

Distributed Version Control

Even when you are done, you are not done
Having the tools is just the beginning
Data analysis as a discourse

Why you should own the beer company you design for
Just Ask and That Will Be That
Tying the story to data
Unicodes

If the design thinking is correct, the tools should be irrelevant
You need to copy to understand
What’s the thinking here

The construction of a book (Aether9)
Performing Libre Graphics

The Making of Conversations

7
13
23
37
47
71
84
99
109
135
155
171
187
201
213
261
275
287
297
311
319
333

Colophon

351

Keywords

353

Free Art License

359

Larisa Blazic:

Introduction

Computational concepts, their technological language and the hybridisation of creative practice have been successfully explored in Media Arts for a
few decades now. Digital was a narrative, a tool and a concept, an aesthetic
and political playground of sorts. These experiments created a notion of
the digital artisan and creative technologist on the one hand and enabled
a new view of intellectual property on the other. They widened a pathway
to participation, collaboration and co-creation in creative software development, looking critically at the software as cultural production as well as
technological advance.
This book documents conversations between artists, typographers, designers, developers and software engineers involved in Libre Graphics, an independent, self-organised, international community revolving around Free,
Libre, Open Source software (F/LOSS). Libre Graphics resembles the community of Media arts of the late twentieth Century, in so far that it is using
software as a departure point for creative exploration of design practice. In
some cases it adopts software development processes and applies them to
graphic design, using version control and platforms such as GitHub, but it
also banks on a paradigm shift that Free Software offers – an active engagement with software to bend it, fork it, reshape it – and in that it establishes
conversations with a developers community that haven’t taken place before.
This pathway was, however, at moments full of tension, created by diverging views on what the development process entails and what it might
mean. The conversations brought together in this book resulted from the
need to discuss those complex issues and to adress the differences and similarities between design, design production, Free Culture and software development. As in theatre, where it is said that conflict drives the plot forward,
so it does here. It makes us think harder about the ethics of our practices
while we develop tools and technologies for the benefit of all.
The Libre Graphics Meeting (LGM) was brought to my attention in
2012 as an interesting example of dialogue between creative types and developers. The event was running since 2006 and was originally conceived as an
annual gathering for discussions about Free and Open Source software used
in graphics. At the time I was teaching at the University of Westminster
for nearly ten years. The subject was computers, arts and design and it took
a variety of forms; sometimes focused on graphic design, sometimes on
contemporary media practice, interaction design, software design and mysterious hypermedia. F/LOSS was part of my artistic practice for many years,
7

Larisa Blazic:

Introduction

but its inclusion to the UK Higher Education was a real challenge. My
frustration with difficult computer departments grew exponentially year by
year and LGM looked like a place to visit and get much needed support.
Super fast-forward to Madrid in April 2013: I landed. Little did I know
that this journey would change everything. Firstly, the wonderfully diverse
group of people present: artists, designers, software developers, typographers, interface designers, more software developers! It was very exciting
listening to talks, overhearing conversations in breaks, observing group discussions and slowly engaging with the Libre Graphics community. Being
there to witness how far the F/LOSS community has come was so heartwarming and uplifting, that my enthusiasm was soaring.
The main reason for my attendance at the Madrid LGM was to join
the launch of a network of Free Culture aware educators in art, music and
design education. 1 Aymeric Mansoux and his colleagues from the Willem
De Kooning Academie and the Piet Zwart Institute in Rotterdam convened
the first ever meeting of the network with the aim to map out a landscape
of current educational efforts as well as to share experiences. I was aware of
Aymeric’s efforts through his activities with GOTO10 and the FLOSS+Art
book 2 that they published a couple of years before we finally met. Free
Culture was deeply embedded in his artistic and educational practice, and it
was really good to have someone like him set the course of discussion.
Lo’ and behold the conversation started – we sat in a big circle in the
middle of Medialab Prado. The introduction round began, and I thought:
there are so many people using F/LOSS in their teaching! Short courses,
long courses, BA courses, MA courses, summer schools, all sorts! There
were so many solutions presented for overcoming institutional barricades,
Adobe marriages and Apple hostages. Individual efforts and group efforts,
long term and short, a whole world of conventional curriculums as well as
a variety of educational experimentations were presented. Just sitting there,
listening about shared troubles and achievements was enough to give me a
new surge of energy to explore new strategies for engaging BA level students
with F/LOS tools and communities.
Taking part in LGM 2013 was a useful experience that has informed
my art and educational practice since. It was clear from the gathering that
1
2

http://eightycolumn.net/
Aymeric Mansoux and Marloes de Valk. FLOSS+Art. OpenMute, 2008.
http://things.bleu255.com/floss-art

8

Larisa Blazic:

Introduction

F/LOSS is not a ghetto for idealists and techno fetishists – it was ready for
an average user, it was ready for a specialist user, it was ready for all and
what is most important the communication lines were open. Given that
Linux distributions extend the life of a computer by at least ten years, in
combination with the likes of Libre Graphics, Open Video and a plethora
of other F/LOS software, the benefits are manyfold, important for all and
not to be ignored by any form of creative practice worldwide.

Libre Graphics seems to offer a very exciting transformation of graphic design practice through implementation of F/LOS software development and
production processes. A hybridisation across these often separated fields of
practice that take under consideration openness and freedom to create, copy,
manipulate and distribute, while contributing to the development of visual
communication itself. All this may lease a new life to an over-commercialised
graphic design practice, banalised by mainstream culture.
This book brings together reflections on collaboration and co-creation
in graphic design, typography and desktop publishing, but also on gender
issues and inclusion to the Libre Graphics community. It offers a paradigm
shift, supported by historical research into graphic and type design practice,
that creates strong arguments to re-engage with the tools of production.
The conversations conducted give an overview of a variety of practices and
experiences which show the need for more conversations and which can help
educate designers and developers alike. It gives detailed descriptions of the
design processes, productions and potential trade-offs when engaged in software design and development while producing designed artefacts. It points
to the importance of transparent software development, breaking stereotypes and establishing a new image of the designer-developer combo, a fresh
perspective of mutual respect between disciplines and a desire to engage in
exchange of knowledge that is beneficial beyond what any proprietary software could ever be.
Larisa Blazic is a media artist living and working in London. Her interests range from

creative collaborations to intersections between video art and architecture. As senior lecturer
at the Faculty of Media, Arts and Design of the University of Westminster, she is currently
developing a master’s program on F/LOSS art & design.

9

While in the background participants of the Libre Graphics
Meeting 2007 start saying goodbye to each other, Andreas
Vox makes time to sit down with us to talk about Scribus,
the Open Source application for professional page layout.
The software is significant not only to it’s users that do design with it, but also because Scribus helps us think about
links between software, Free Culture and design. Andreas
is a mathematician with an interest in system dynamics,
who lives and works in Lübeck, Germany. Together with
Franz Schmid, Petr Vanek (subik), Riku Leino (Tsoots),
Oleksandr Moskalenko (malex), Craig Bradney (MrB), Jean
Ghali and Peter Linnel (mrdocs) he forms the core Scribus
developer team. He has been working on Scribus since
2003 and is currently responsible for redesigning the internal workings of its text layout system.
This weekend Peter Linnel presented amongst many other new Scribus features 1 ,
‘The Color Wheel’, which at the click of a button visualises documents the way
they would be perceived by a colour blind person. Can you explain how such a
feature entered into Scribus? Did you for example speak to accessibility experts?

I don’t think we did. The code was implemented by subik 2 , a developer
from the Czech Republic. As far as I know, he saw a feature somewhere else
or he found an article about how to do this kind of stuff, and I don’t know
where he did it, but I would have to ask him. It was a logic extension of the
colour wheel functionality, because if you pick different colours, they look
different to all people. What looks like red and green to one person, might
look like grey and yellow to other persons. Later on we just extended the
code to apply to the whole canvas.
1

2

http://wiki.scribus.net/index.php/Version_1.3.4%2B-New_Features
Petr Vanek

13

It is quite special to offer such a precise preview of different perspectives in your
software. Do you think it it is particular to Scribus to pay attention to these kind
of things?

Yeah, sure. Well, the interesting thing is ... in Scribus we are not depending
on money and time like other proprietary packages. We can ask ourselves:
Is this useful? Would I have fun implementing it? Am I interested in seeing
how it works? So if there is something we would like to see, we implement
it and look at it. And because we have a good contact with our user base,
we can also pick up good ideas from them.
There clearly is a strong connection between Scribus and the world of prepress
and print. So, for us as users, it is an almost hallucinating experience that while
on one side the software is very well developed when it comes to .pdf export for
example, I would say even more developed than in other applications, but than
still it is not possible to undo a text edit. Could you maybe explain how such a
discrepancy can happen, to make us understand better?

One reason is, that there are more developers working on the project,
and even if there was only one developer, he or she would have her own
interests. Remember what George Williams said about FontForge ... 3 he is
not that interested in nice Graphical User Interfaces, he just makes his own
functionality ... that is what interests him. So unless someone else comes
up who compensates for this, he will stick to what he likes. I think that
is the case with all Open Source applications. Only if you have someone
interested and able to do just this certain thing, it will happen. And if it
is something boring or something else ... it will probably not happen. One
way to balance this, is to keep in touch with real users, and to listen to
the problems they have. At least for the Scribus team, if we see people
complaining a lot about a certain feature missing ... we will at some point
say: come on, let’s do something about it. We would implement a solution and
when we get thanks from them and make them happy, that is always nice.

Can you tell us a bit more about the reasons for putting all this work into
developing Scribus, because a layout application is quite a complex monster with
all the elements that need to work together ... Why is it important you find, to
develop Scribus?
3

I think the ideas behind it are beautiful in my mind

14

I use to joke about the special mental state you need to become a Scribus
developer ... and one part of it is probably megalomania! It is kind of mountain climbing. We just want to do it, to prove it can be done. That must
have been also true for Franz Schmid, our founder, because at that time,
when he started, it was very unlikely that he would succeed. And of course
once you have some feedback, you start to think: hey, I can do it ... it works.
People can use it, people can print with it, do things ... so why not make it even
better? Now we are following InDesign and QuarkXpress, and we are playing
the top league of page layout applications ... we’re kind of in a competition
with them. It is like climbing a mountain and than seeing the next, higher
mountain from the top.

In what way is it important to you that Scribus is Free Software?

Well ... it would not work with closed software. Open software allows you to
get other people that also are interested in working on the project involved,
so you can work together. With closed software you usually have to pay
people; I would only work because someone else wants me to do it and
we would not be as motivated. It is totally different. If it was closed, it
would not be fun. In Germany they studied what motivates Open Source
developers, and they usually list: ‘fun’; they want to do something more
challenging than at work, and some social stuff is mentioned as well. Of
course it is not money.
One of the reasons the Scribus project seems so important to us, is that it might
draw in other kinds of users, and open up the world of professional publishing to
people who can otherwise not afford proprietary packages. Do you think Scribus
will change the way publishing works? Does that motivate you, when you work
on it?

I think the success of Open Source projects will also change the way people
use software. But I do not think it is possible to foresee or plan, in what
way this will change. We see right now that Scribus is adopted by all kinds
of idealists, who think that is interesting, lets try how far we can go, and
do it like that. There are other users that really just do not have the money
to pay for a professional page layout application such as very small newspapers associations, sports groups, church groups. They use Scribus because
otherwise they would have used a pirated copy of some other software, or
15

another application which is not up to that task, such as a normal word processor. Or otherwise they would have used a deficient application like MS
Publisher to do it. I think what Scribus will change, is that more people
will be exposed to page layout, and that is a good thing, I think.

In another interview with the Scribus team 4 , Craig Bradney speaks about the
fact that the software is often compared with its proprietary competition. He
brings up the ‘Scribus way of doing things’. What do you think is ‘The Scribus
Way’?

I don’t think Craig meant it that way. Our goal is to produce good output,
and make that easy for users. If we are in doubt, we think for example:
InDesign does this in quite an OK way, so we try to do it in a similar way;
we do not have any problems with that. On the other hand ... I told you a
bit about climbing mountains ... We cannot go from the one top to the next
one just in one step. We have to move slowly, and have to find our ways and
move through valleys and that sometimes also limits us. I can say: I want it
this way but then it is not possible now, it might be on the roadmap, but we
might have to do other things first.

When we use Scribus, we actually thought we were experiencing ‘The Scribus
Way’ through how it differences from other layout packages. First of all, in
Scribus there is a lot more attention for everything that happens after the layout
is done, i.e. export, error checking etc. and second, working with the text editor
is clearly the preferred way of doing layout. For us it links the software to a more
classic ways of doing design: a strictly phased process where a designer starts with
writing typographic instructions which are carried out by a typesetter, after which
the designer pastes everything into the mock-up. In short: it seems easier to do a
magazine in Scribus, than a poster. Do you recognize that image?
That is an interesting thought, I have never seen it that way before. My
background is that I did do a newspaper, magazine for a student group, and
we were using PageMaker, and of course that influenced me. In a small
group that just wants to bring out a magazine, you distribute the task of
writing some articles, and usually you have only one or two persons who are
capable of using a page layout application. They pull in the stories and make
some corrections, and then do the layout. Of course that is a work flow I am
4

http://www.kde.me.uk/index.php?page=fosdem-interview-scribus

16

familiar with, and I don’t think we really have poster designers or graphic
artists in the team. On the other hand ... we do ask our users what they
think should be possible with Scribus and if a functionality is not there, we
ask them to put in a bug report so we do not forget it and some time later
we will pick it up and implement it. Especially the possibility to edit from
the canvas, this will approve in the upcoming versions.
Some things we just copied from other applications. I think Franz 5 had no
previous experience with PageMaker, so when I came to Scribus, and saw
how it handled text chains, I was totally dismayed and made some changes
right away because I really wanted it to work the way it works in PageMaker,
that is really nice. So, previous experience and copying from another applications was one part of the development. Another thing is just technical
problems. Scribus is at the moment internally not that well designed, so we
first have to rewrite a lot of code to be able to reach some elements. The
coding structure for drawing and layout was really cumbersome inside and
it was difficult to improve. We worked with 2.500 lines of code, and there
were no comments in between. So we broke it down in several elements,
put some comments in and also asked Franz: why did you did this or that, so
we could put some structure back into the code to understand how it works.
There is still a lot of work to be done, and we hope we can reach a state
where we can implement new stuff more easily.
It is interesting how the 2.500 lines of code are really tangible when you use
Scribus old-style, even without actually seeing them. When Peter Linnel was
explaining how to make the application comply to the conservative standards of
the printing business, he used this term ‘self-defensive code’ ...
At Scribus we have a value that a file should never break in a print shop.
Any bug report we receive in this area, is treated with first priority.

We can speak from experience, that this is really true! But this robustness shifts
out of sight when you use the inbuilt script function; then it is as if you come
in to the software through the backdoor. From self-defence to the heart of the
application?

It is not really self-defence ... programmers and software developers sometimes use the expression: ‘a user should not shoot himself in the foot’.
5

Schmid

17

Scribus will not protect you from ugly layout, if that would be possible at
all! Although I do sometimes take deliberate decisions to try and do it ...
for example that for as long as I am around, I will not make an option to
do ‘automatic letter spacing’, because I think it is just ugly. If you do it
manually, that is your responsibility; I just do not feel like making anything
like that work automatically. What we have no problems with, is to prevent
you from making invalid output. If Scribus thinks a certain font is not OK,
and it might break on one or two types of printers ... this is reason enough
for us to make sure this font is not used. The font is not even used partially,
it is gone. That is the kind of self-defence Peter Linnel was talking about.
It is also how we build .pdf files and PostScript. Some ways of building
PostScript take less storage, some of it would be easier to read for humans,
but we always take an approach that would be the least problematic in a
print shop. This meant for example, that you could not search in a .pdf. 6
I think you can do that now, but there are still limitations; it is on the
roadmap to improve over time, to even add an option to output a web oriented .pdf and a print oriented .pdf ... but it is an important value in Scribus
is to get the output right. To prevent people to really shoot themselves in
the foot.

Our last question is about the relation between the content that is layed out
in Scribus, and the fact that it is an Open Source project. Just as an example,
Microsoft Word will come out with an option to make it easy to save a document
with a Creative Commons License 7 . Would this, or not, be an interesting option
to add to Scribus? Would you be interested in making that connection, between
software and content?
It could well be we would copy that, if it is not already been patented by
Microsoft! To me it sounds a bit like a marketing trick ... because it is such
an easy function to do. But, if someone from Creative Commons would ask
for this function, I think someone would implement it for Scribus in a short
time, and I think we would actually like it. Maybe we would generalize it a
little, so that for example you could also add other licenses too. We already
have support for some meta data, and in the future we might put some more
function in to support license managing, for example also for fonts.
6
7

because the fonts get outlined and/or reencoded
http://creativecommons.org/press-releases/entry/5947

18

About the relation between content and Open Source software in general
... there are some groups who are using Scribus I politically do not really
identify with. Or more or less not at all. If I meet those people on the IRC
chat, I try to be very neutral, but I of course have my own thoughts in the
back of my head.

Do you think using a tool like Scribus produces a certain kind of use?

No. Preferences for work tools and political preference are really orthogonal,
and we have both. For example when you have some right wing people they
could also enjoy using Scribus and socialist groups as well. It is probably the
best for Scribus to keep that stuff out of it. I am not even sure about the
political conviction of the other developers. Usually we get along very well,
but we don’t talk about those kinds of things very much. In that sense I
don’t think that using Scribus will influence what is happening with it.
As a tool, because it makes creating good page layouts much easier, it will
probably change the landscape because a lot of people get exposed to page
layout and they learn and teach other people; and I think that is growing,
and I hope it will be growing faster than if it is all left to big players like
InDesign and Quark ... I think this will improve and it will maybe also
change the demands that users will make for our application. If you do page
layout, you get into a new frame of mind ... you look in a different way at
publications. It is less content oriented, but more layout oriented. You will
pick something up and it will spread. People by now have understood that
it is not such a good idea to use twelve different fonts in one text ... and I
think that knowledge about better page layout will also spread.

19

When we came to the Libre Graphics Meeting
for the first time in 2007, we recorded this rare
conversation with George Williams, developer of
FontForge, the editing tool for fonts. We spoke
about Shakespeare, Unicode, the pleasure of making beautiful things, and pottery.
We‘re doing these interviews, as we’re working as designers on Open Source
OK.

With Open Source tools, as typographers, but often when we speak to
developers they say well, tell me what you want, or they see our interest in
what they are doing as a kind of feature request or bug report.

(laughs) Yes.

Of course it’s clear that that’s the way it often works, but for us it’s also
interesting to think about these tools as really tools, as ways of shaping
work, to try and understand how they are made or who is making them.
It can help us make other things. So this is actually what we want to talk
about. To try and understand a bit about how you’ve been working on
FontForge. Because that’s the project you’re working on.

OK.

And how that connects to other ideas of tools or tools’ shape that you
make. These kind of things. So maybe first it’s good to talk about what
it is that you make.

OK. Well ... FontForge is a font editor.
I started playing with fonts when I bought my first Macintosh, back in the
early eighties (actually it was the mid-eighties) and my father studied textual bibliography and looked at the ways the printing technology of the
Renaissance affected the publication of Shakespeare’s works. And what that
meant about the errors in the compositions we see in the copies we have
left from the Renaissance. So my father was very interested in Renaissance
printing (and has written books on this subject) and somehow that meant
23

that I was interested in fonts. I’m not quite sure how that connection happened, but it did. So I was interested in fonts. And there was this program
that came out in the eighties called Fontographer which allowed you to create PostScript 1 and later TrueType 2 fonts. And I loved it. And I made lots
of calligraphic fonts with it.

You were ... like 20?

I was 20~30. Lets see, I was born in 1959, so in the eighties I was in my
twenties mostly. And then Fontographer was bought up by Macromedia 3
who had no interest in it. They wanted FreeHand 4 which was done by
the same company. So they dropped Fon ... well they continued to sell
Fontographer but they didn’t update it. And then OpenType 5 came out and
Unicode 6 came out and Fontographer didn’t do this right and it didn’t do
that right ... And I started making my own fonts, and I used Fontographer
to provide the basis, and I started writing scripts that would add accents to
latin letters and so on. And figured out the Type1 7 format so that I could
decompose it — decompose the Fontographer output so that I could add
1
2
3
4
5

6
7

PostScript fonts are outline font specifications developed by Adobe Systems for professional
digital typesetting, which uses PostScript file format to encode font information.
Wikipedia. PostScript fonts — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

TrueType is an outline font standard developed by Apple and Microsoft in the late 1980s as a
competitor to Adobe’s Type 1 fonts used in PostScript.
Wikipedia. TrueType — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

Macromedia was an American graphics, multimedia and web development software company
(1992–2005). Its rival, Adobe Systems, acquired Macromedia on December 3, 2005.
Wikipedia. Macromedia — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

Adobe FreeHand (formerly Macromedia Freehand) is a computer application for creating
two-dimensional vector graphics. Adobe discontinued development and updates to the
program. Wikipedia. Adobe FreeHand — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]
OpenType is a format for scalable computer fonts. It was built on its predecessor TrueType,
retaining TrueType’s basic structure and adding many intricate data structures for prescribing
typographic behavior. Wikipedia. Opentype — wikipedia, the free encyclopedia, 2014. [Online; accessed 18.12.2014]
Unicode is a computing industry standard for the consistent encoding, representation, and
handling of text expressed in most of the world’s writing systems.
Wikipedia. Unicode — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

Type 1 is a font format for single-byte digital fonts for use with Adobe Type Manager
software and with PostScript printers. It can support font hinting. It was originally a
proprietary specification, but Adobe released the specification to third-party font
manufacturers provided that all Type 1 fonts adhere to it.
Wikipedia. PostScript fonts — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

24

my own things to it. And then Fontographer didn’t do Type0 8 PostScript
fonts, so I figured that out.
And about this time, the little company I was working for, a tiny little
startup — we wrote a web HTML editor — where you could sit at your
desk and edit pages on the web — it was before FrontPage 9 , but similar to
FrontPage. And we were bought by AOL and then we were destroyed by
AOL, but we had stock options from AOL and they went through the roof.
So ... in the late nineties I quit. And I didn’t have to work.
And I went off to Madagascar for a while to see if I wanted to be a primatologist. And ... I didn’t. There were too many leaches in the rainforest.

(laughs)

So I came back, and I wrote a font editor instead.
And I put it up on the web and in late 99, and within a month someone
gave me a bug report and was using it.
(laughs) So it took a month

Well, you know, there was no advertisement, it was just there, and someone
found it and that was neat!
(laughs)

And that was called PfaEdit (because when it began it only did PostScript)
and I ... it just grew. And then — I don’t know — three, four, five years ago
someone pointed out that PfaEdit wasn’t really appropriate any more, so I
asked various users what would be a good name and a french guy said How
’bout FontForge? So. It became FontForge then. — That’s a much better
name than PfaEdit.

(laughs)

Used it ever since.

But your background ... you talked about your father studying ...
8
9

Type 0 is a ‘composite’ font format . A composite font is composed of a high-level font that
references multiple descendent fonts.
Wikipedia. PostScript fonts — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

Microsoft FrontPage is a WYSIWYG HTML editor and Web site administration tool from
Microsoft discontinued in December 2006.
Wikipedia. Microsoft FrontPage — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

25

I grew up in a household where Shakespeare was quoted at me every day,
and he was an English teacher, still is an English teacher, well, obviously
retired but he still occasionally teaches, and has been working for about 30
years on one of those versions of Shakespeare where you have two lines of
Shakespeare text at the top and the rest of the page is footnotes. And I went
completely differently and became a mathematician and computer scientist
and worked in those areas for almost twenty years and then went off and
tried to do my own things.

So how did you become a mathematician?
(pause) I just liked it.
(laughs) just liked it

I was good at it. I got pushed ahead in high school. It just never occurred
to me that I’d do anything else — until I met a computer. And then I still
did maths because I didn’t think computers were — appropriate — or — I
was a snob. How about that.

(laughs)

But I spent all my time working on computers as I went through university.
And then got my first job at JPL 10 and shortly thereafter the shuttle 11
blew up and we had some — some of our experiments — my little group
— flew on the shuttle and some of them flew on an airplane which went
over the US took special radar pictures of the US. We also took special radar
pictures of the world from the shuttle (SIR-A, SIR-B, SIR-C). And then
our airplane burned up. And JPL was not a very happy place to work after
that. So then I went to a little company with some college friends of mine,
that they’d started, created compilers and debuggers — do you know what
those are?
Mm-hmm.

And I worked a long time on that, and then the internet came out and found
another little company with some friends — and worked on HTML.
10
11

Jet Propulsion Laboratory
The Space Shuttle Challenger disaster occurred on January 28, 1986, when the NASA Space
Shuttle orbiter Challenger broke apart 73 seconds into its flight, leading to the deaths of its
seven crew members.
Wikipedia. Space Shuttle Challenger disaster — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

26

So when, before we moved, I was curious about, I wanted you to talk
about a Shakespearian influence on your interest in fonts. But on the
other hand you talk about working in a company where you did HTML
editors at the time you actually started, I think. So do you think that
is somehow present ... the web is somehow present in your — in how
FontForge works? Or how fonts work or how you think about fonts?

I don’t think the web had much to do with my — well, that’s not true.
OK, when I was working on the HTML editor, at the time, mid-90s, there
weren’t any Unicode fonts, and so part of the reason I was writing all these
scripts to add accents and get Type0 support in PostScript (which is what
you need for a Unicode font) was because I needed a Unicode font for our
HTML product.
To that extent — yes-s-s-s.
It had an effect. Aside from that, not really.
The web has certainly allowed me to distribute it. Without the web I doubt
anyone would know — I wouldn’t have any idea how to ‘market’ it. If that’s
the right word for something that doesn’t get paid for. And certainly the
web has provided a convenient infrastructure to do the documentation in.
But — as for font design itself — that (the web) has certainly not affected
me.
Maybe with this creative commons talk that Jon Phillips was giving, there
may be, at some point, a button that you can press to upload your fonts to
the Open Font Library 12 — but I haven’t gotten there yet, so I don’t want
to promise that.
(laughs) But no, indeed there was – hearing you speak about ccHost 13 –
that’s the ...

Mm-hmm.

... Software we are talking about?

That’s what the Open Font Library uses, yes.
12
13

Open Font Library is a project devoted to the hosting and encouraged creation of fonts
released under Free Licenses.
Wikipedia. Open Font Library — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

ccHost is a web-based media hosting engine upon which Creative Commons’ ccMixter remix
web community is built. Wikipedia. CcHost — Wikipedia, The Free Encyclopedia, 2012. [Online; accessed 18.12.2014]

27

Yeah. And a connection to FontForge could change the way, not only
how you distribute fonts, but also how you design fonts.

It — it might. I don’t know ... I don’t have a view of the future.
I guess to some extent, obviously font design has been affected by requiring
it (the font) to be displayed on a small screen with a low resolution display.
And there are all kinds of hacks in modern fonts formats for dealing with
low resolution stuff. PostScript calls them hints and TrueType calls them
instructions. They are different approaches to the same thing. But that,
that certainly has affected font design in the last — well since PostScript
came out.
The web itself? I don’t think that has yet been a significant influence on
font design, but then — I’m no longer a designer. I discovered I was much
better at designing font editors than at designing fonts.
So I’ve given up on that aspect of things.
Mm-K, because I’m curious about your making a division about being a
designer, or being a font-editor-maker, because for me that same definition of maker, these two things might be very related.

Well they are. And I only got in to doing it because the tools that were
available to me were not adequate. But I have found since — that I’m
not adequate at doing the design, there are many people who are better at
designing — designing fonts, than I am. And I like to design fonts, but I
have made some very ugly ones at times.
And so I think I will — I’ll do that occasionally, but that’s not where I’m
going to make a mark.
Mostly now —
I just don’t have the —
The font editor itself takes up so much of time that I don’t have the energy,
the enthusiasm, or anything like that to devote to another major creative
project. And designing a font is a major creative project.
Well, can we talk about the major creative project of designing a font
editor? I mean, because I’m curious how — how that is a creative project
for you — how you look at that.

I look at it as a puzzle. And someone comes up to me with a problem, and I
try and figure out how to solve it. And sometimes I don’t want to figure out
28

how to solve it. But I feel I should anyway. And sometimes I don’t want to
figure out how to solve it and I don’t.
That’s one of the glories of being one’s own boss, you don’t have to do
everything that you are asked.
But — to me — it’s just a problem. And it’s a fascinating problem. But
why is it fascinating? — That’s just me. No one else, probably, finds
it fascinating. Or — the guys who design FontLab probably also find it
fascinating, there are two or three other font design programs in the world.
And they would also find it fascinating.

Can you give an example of something you would find fascinating?

Well. Dave Crossland who was sitting behind me at the end was talking
to me today — he sat down — we started talking after lunch but on the
way up the stairs — at first he was complaining that FontForge isn’t written
with a standard widget set. So it looks different from everything else. And
yes, it does. And I don’t care. Because this isn’t something which interests
me.
On the other hand he was saying that what he also wanted was a paragraph
level display of the font. So that as he made changes in the font he could
see a ripple effect in the paragraph.
Now I have a thing which does a word level display, but it doesn’t do multilines. Or it does multi-lines if you are doing Japanese (vertical writing mode)
but it doesn’t do multi-columns then. So it’s either one vertical row or one
horizontal row of glyphs.
And I do also have a paragraph level display, but it is static. You bring
it up and it takes the current snapshot of the font and it generates a real
TrueType font and pass it off to the X Window 14 rasterizer — passes it off
to the standard Linux toolchain (FreeType) as that static font and asks that
toolchain to display text.
So what he’s saying is OK, do that, but update the font that you pass off every
now and then. And Yeah, that’d be interesting to do. That’s an interesting project
to work on. Much more interesting than changing my widget set which is
just a lot of work and tedious. Because there is nothing to think about.
It’s just OK, I’ve got to use this widget instead of my widget. My widget does

14

The X Window System is a windowing system for bitmap displays, common on UNIX-like
computer operating systems. X provides the basic framework for a GUI environment:
drawing and moving windows on the display device and interacting with a mouse and
keyboard. Wikipedia. X Window System — Wikipedia, The Free Encyclopedia, 2014. [Online; accessed 18.12.2014]

29

exactly what I want — because I designed it that way — how do I make this
thing, which I didn’t design, which I don’t know anything about, do exactly
what I want?
And — that’s dull. For me.

Yeah, well.

Dave, on the other hand, is very hopeful that he’ll find some poor fool
who’ll take that on as a wonderful opportunity. And if he does, that would
be great, because not having a standard widget set is one of the biggest
complaints people have. Because FontForge doesn’t look like anything else.
And people say Well the grey background is very scary. 15
I thought it was normal to have a grey background, but uh ... that’s why we
now have a white background. A white background may be equally scary,
but no one has complained about it yet.

Try red.

I tried light blue and cream. One of them I was told gave people migraines
— I don’t remember specifically what the comment was about the light
blue, but

(someone from inkscape): Make it configurable.

Oh, it is configurable, but no one configures it.

(someone from inkscape): Yeah, I know.

So ...

So, you talked about spending a lot of time on this project, how does that
work, you get up in the morning and start working on FontForge? Or ...
Well, I do many things. Some mornings, yes, I get up in the morning and I
start working on FontForge and I cook breakfast in the background and eat
breakfast and work on FontForge. Some mornings I get up at four in the
morning and go out running for a couple of hours and come back home and
sort of collapse and eat a little bit and go off to yoga class and do a pilates
class and do another yoga class and then go to my pottery class, and go to
the farmers’ market and come home and I haven’t worked on FontForge at
all. So it varies according to the day. But yes I ...
15

It used to have a grey background, now it has a white background

30

There was a period where I was spending 40, 50 hours a week working
on FontForge, I don’t spend that much time on it now, it’s more like 20
hours, though the last month I got all excited about the release that I put
out last Tuesday — today is Sunday. And so I was working really hard —
probably got up to — oh — 30 hours some of that time. I was really excited
about the change. All kinds of things were different — I put in Python
scripting, which people had been asking for — well, I’m glad I’ve done it,
but it was actually kind of boring, that bit — the stuff that came before was
— fascinating.

Like?

I — are you familiar with the OpenType spec? No. OK. The way you ...
the way you specify ligatures and kerning in OpenType can be looked at at
several different levels. And the way OpenType wants you to look at it, I
felt, was unnecessarily complicated. So I didn’t look at it at that level. And
then after about 5 years of looking at it that way I discovered that the reason
I thought it was unnecessarily complicated was because I was only used to
Latin or Cyrillic or Greek text, and for Latin, Cyrillic or Greek, it probably
is unnecessarily complicated. But for Indic scripts it is not unnecessarily
complicated, and you need all those things. So I ripped out all of the code
for specifying strange glyph conversions. You know in Arabic a character
looks different at the beginning of a word and so on? So that’s also handled
in this area. And I ripped all that stuff out and redid it in the way that
OpenType wanted it to be done and not the somewhat simplified but not
sufficiently powerful method that I’d been using up until then.
And that I found, quite fascinating.
And once I’d done that, it opened up all kinds of little things that I could
change that made the font editor itself bettitor. Better. Bettitor?

(laughs) That’s almost Dutch.

And so after I’d done that the display I talked about which could show a
word — I realized that I should redo that to take advantage of what I had
done. And so I redid that, and it’s now, it’s now much more usable. It now
shows — at least I hope it shows — more of what people want to see when
they are working with these transformations that apply to the font, there’s
now a list of the various transformations, that can be enabled at any time
and then it goes through and does them — whereas before it just sort of —
31

well it did kerning, and if you asked it to it would substitute this glyph so
you could see what it would look like — but it was all sort of — half-baked.
It wasn’t very elegant.
And — it’s much better now, and I’m quite proud of that.
It may crash — but it’s much better.

So you bring up half-baked, and when we met we talked about bread
baking.

Oh, yes.

And the pleasure of handling a material when you know it well. Maybe
make reliable bread — meaning that it comes out always the same way,
but by your connection to the material you somehow — well — it’s a
pleasure to do that. So, since you’ve said that, and we then went on
talking about pottery — how clay might be of the same — give the same
kind of pleasure. I’ve been trying to think — how does FontForge have
that? Does it have that and where would you find it or how is the ...
I like to make things. I like to make things that — in some strange
definition are beautiful. I’m not sure how that applies to making bread,
but my pots — I think I make beautiful pots. And I really like the glazing I
put onto them.
It’s harder to say that a font editor is beautiful. But I think the ideas behind
it are beautiful in my mind — and in some sense I find the user interface
beautiful. I’m not sure that anyone else in the world does, because it’s what
I want, but I think it’s beautiful.
And there’s a satisfaction in making something — in making something
that’s beautiful. And there’s a satisfaction too (as far as the bread goes) in
making something I need. I eat my own bread — that’s all the bread I eat
(except for those few days when I get lazy and don’t get to make bread that
day and have to put it off until the next day and have to eat something that
day — but that doesn’t happen very often).
So it’s just — I like making beautiful things.

OK, thank you.
Mm-hmm.

That was very nice, thank you very much.

Thank you. I have pictures of my pots if you’d like to see them?
Yes, I would very much like to see them.
32

This conversation with Juliane de Moerlooze was recorded in March 2009.

When you hear people talk about women having more sense
for the global, intuitive and empathic ... and men are more
logical ... even if it is true ... it seems quite a good thing to
have when you are doing math or software?

Juliane is a Brussels based computer scientist, feminist
and Linux user from the beginning. She studied math,
programming and system administration and participates in Samedies. 1 In February 2009 she was voted
president of the Brussels Linux user group (BXLug).

I will start at the end ... you have recently become president of the BXLug. Can
you explain to us what it is, the BXLug?
It is the Brussels Linux user group, a group of Linux users who meet
regularly to really work together on Linux and Free Software. It is the most
active group of Linux users in the French speaking part of Belgium.

How did you come into contact with this group?

That dates a while back. I have been trained in Linux a long time ago ...
Five years? Ten years? Twenty years?

Almost twenty years ago. I came across the beginnings of Linux in 1995 or
1996, I am not sure. I had some Slackware 2 installed, I messed around with
friends and we installed everything ... then I heard people talk about Linux
distributions 3 and decided to discover something else, notably Debian. 4
1
2
3
4

Femmes et Logiciels Libres, group of women maintaining their own server
http://samedi.collectifs.net
one of the earliest Linux distributions
a distribution is a specific collection of applications and a software kernel
one of the largest Linux distributions

37

It is good to know that with Linux you really have a diversity, there are
distributions specially for audio, there are distributions for the larger public
with graphical interfaces, there are distributions that are a bit more ‘geek’,
in short you find everything: there are thousands of distributions but there
are a few principal ones and I heard people talk about an interesting development, which was Debian. I wanted to install it to see, and I discovered
the BXLug meetings, and so I ended up there one Sunday.

What was your experience, the first time you went?

(laughs) Well, it was clear that there were not many women, certainly not. I
remember some sessions ...
What do you mean, not many women? One? Or five?

Usually I was there on my own. Or maybe two. There was a time that we
were three, which was great. There was a director of a school who pushed
Free Software a lot, she organised real ’Journées du Libre’ 5 at her school,
to which she would invite journalists and so on. She was the director but
when she had free time she would use it to promote Free Software, but
I haven’t seen her in a while and I don’t know what happened since. I
also met Faty, well ... I wasn’t there all the time either because I had also
other things to do. There was a friendly atmosphere, with a little bar where
people would discuss with each other, but many were cluttered together in
the middle of the room, like autists hidden behind their computers, without
much communication. There were other members of the group who like me
realised that we were humans that were only concentrating on our machines
and not much was done to make new people feel welcome. Once I realised,
I started to move to the back of the room and say hello to people arriving.
Well, I was not the only one who started to do that but I imagine it might
have felt like a closed group when you entered for the first time. I also
remember in the beginning, as a girl, that ... when people asked questions
... nobody realised that I was actually teaching informatics. It seemed there
was a prejudice even before I had a chance to answer a question. That’s a
funny thing to remember.
Could you talk about the pleasure of handling computers? You might not be the
kind of person that loses herself in front of her computer, but you have a strong
5

Journées du Libre is a yearly festival organised by the BXLug

38

relationship with technology which comes out when you open up the commandline
... there’s something in you that comes to life.

Oh, yes! To begin with, I am a mathematician (‘matheuse’), I was a math
teacher, and I have been programming during my studies and yes, there
was something fantastic about it ... informatics for me is all about logic, but
logic in action, dynamic logic. A machine can be imperfect, and while I’m
not specialised in hardware, there is a part on which you can work, a kind
of determinism that I find interesting, it poses challenges because you can
never know all, I mean it is not easy to be a real system administrator that
knows every detail, that understands every problem. So you are partially in
the unknown, and discovering, in a mathematical world but a world that
moves. For me a machine has a rhythm, she has a cadence, a body, and her
state changes. There might be things that do not work but it can be that
you have left in some mistakes while developing etcetera, but we will get
to know the machine and we will understand. And after, you might create
things that are maybe interesting in real life, for people that want to write
texts or edit films or want to communicate via the Internet ... these are all
layers one adds, but you start ... I don’t know how to say it ... the machine is
at your service but you have to start with discovering her. I detest the kind
of software that asks you just to click here and there and than it doesn’t
work, and than you have to restart, and than you are in a situation where
you don’t have the possibility to find out where the problem is.
When it doesn’t show how it works?

For me it is important to work with Free Software, because when I have
time, I will go far, I will even look at the source code to find out what’s
wrong with the interface. Luckily, I don’t have to do this too often anymore
because software has become very complicated, twenty years later. But we
are not like persons with machines that just click ... I know many people,
even in informatics, who will say ‘this machine doesn’t work, this thing
makes a mistake’

The fact that Free Software proposes an open structure, did that have anything
to do with your decision to be a candidate for BXLug?
Well, last year I was already very active and I realised that I was at a point
in my life that I could use informatics better, and I wanted to work in this
39

field, so I spent much time as a volunteer. But the moment that I decided,
now this is enough, I need to put myself forward as a candidate, was after a
series of sexist incidents. There was for example a job offer on the BXLug
mailing list that really needed to be responded to ... I mean ... what was
that about? To be concrete: Someone wrote to the mailing list that his
company was looking for a developer in so and so on and they would like
a Debian developer type applying, or if there weren’t any available, it would
be great if it would be a blond girl with large tits. Really, a horrible thing so
I responded immediately and than it became even worse because the person
that had posted the original message, sent out another one asking whether
the women on the list were into castration and it took a large amount of
diplomacy to find a way to respond. We discussed it with the Samediennes 6
and I though about it ... I felt supported by many people that had well
understood that this was heavy and that the climate was getting nasty but
in the end I managed to send out an ironic message that made the other
person excuse himself and stop these kind of sexist jokes, which was good.
And after that, there was another incident, when the now ex-president of
the group did a radio interview. I think he explained Free Software relatively
well to a public that doesn’t know about it, but as an example how easy it is
to use Free Software, he said even my wife, who is zero with computers, knows
how it works, using the familiar cliché without any reservation. We discussed
this again with the Samediennes, and also internally at the BXLug and than
I thought: well, what is needed is a woman as president, so I need to present
myself. So it is thanks to the Samedies, that this idea emerged, out of the
necessity to change the image of Free Software.

In software and particularly in Free Software, there are relatively few women
participating actively. What kinds of possibilities do you see for women to enter?
It begins already at school ... all the clichés girls hear ... it starts there. We
possibly have a set of brains that is socially constructed, but when you hear
people talk about women having more sense for the global, intuitive and
empathic ... and men are more logic ... even if it is true ... it seems quite a
good thing to have when you are doing math or software? I mean, there is
no handicap we start out with, it is a social handicap ... convincing girls to
become a secretary rather than a system administrator.
6

Participants in the Samedies: Femmes et logiciels libres (http://www.samedies.be)

40

I am assuming there is a link between your feminism and your engagement with
Free Software ...

It is linked at the point where ... it is a political liaison which is about reappropriating tools, and an attempt to imagine a political universe where we
are ourselves implicated in the things we do and make, and where we collectively can discuss this future. You can see it as something very large, socially,
and very idealist too. You should also not idealise the Free Software community itself. There’s an anthropologist who has made a proper description 7 ...
but there are certainly relational and organisational problems, and political
problems, power struggles too. But the general idea ... we have come to the
political point of saying: we have technologies, and we want to appropriate
them and we will discuss them together. I feel I am a feminist ... but I know
there are other kinds of feminism, liberal feminism for example, that do not
want to question the political economical status quo. My feminism is a bit
different, it is linked to eco-feminism, and also to the re-appropriation of
techniques that help us organise as a group. Free Software can be ... well,
there is a direction in Free Software that is linked to ‘Free Enterprise’ and
the American Dream. Everything should be possible: start-ups or pin-ups,
it doesn’t matter. But for me, there is another branch much more ‘libertaire’
and left-wing, where there is space for collective work and where we can ask
questions about the impact of technology. It is my interest of course, and I
know well that even as president of the BXLug I sometimes find myself on
the extreme side, so I will not speak about my ‘libertaire’ ideas all the time
in public, but if anyone asks me ... I know well what is at stake but it is not
necessarily representative of the ideas within the BXLug.

Are their discussions between members, about the varying interests in Free Software?
I can imagine there are people more excited about efficiency and performativity
of these tools, and others attracted by it’s political side.
Well, these arguments mix, and also since some years there is unfortunately
less of a fundamental discussion. At the moment I have the impression that
we are more into ‘things to do’ when we meet in person. On the mailing
list there are frictions and small provocations now and then, but the really
interesting debates are over, since a few years ... I am a bit disappointed in
7

Christophe Lazarro. La liberté logicielle. Une ethnographie des pratiques d’échange et de
coopération au sein de la communauté Debian. Academia editons, 2008

41

that, actually. But it is not really a problem, because I know other groups
that pose more interesting questions and with whom I find it more interesting to have a debate. Last year we have been working away like small busy
bees, distributing the general idea of Free Software with maybe a hint to the
societal questions behind but in fact not marking it out as a counterweight
to a commercialised society. We haven’t really deepened the problematics,
because for me ... it is clear that Free Software has won the battle, they have
been completely recuperated by the business world, and now we are in a
period where tendencies will become clear. I have the impression that with
the way society is represented right now ... where they are talking about the
economical crisis ... and that we are becoming a society of ‘gestionnaires’
and ideological questions seem not very visible.
So do you think it is more or less a war between two tendencies, or can both
currents coexist, and help each other in some way?

The current in Free Software that could think about resistance and ask
political questions and so on, does not have priority at the moment. But
what we can have is debates and discussions from person to person and we
can interpolate members of the BXLug itself, who really sometimes start to
use a kind of marketing language. But it is relational ... it is from person
to person. At the moment, what happens on the level of businesses and
society, I don’t know. I am looking for a job and I see clearly that I will
need to accept the kinds of hierarchies that exist but I would like to create
something else. The small impact a group like BXLug can make ... well,
there are several small projects, such as the one to develop a distribution
specifically designed for small organisations, to which nobody could object
of course. Different directions coexist, because there is currently not any
project with enough at stake that it would shock the others.
To go once again from a large scale to a small scale ... how would you describe
your own itinerary from mathematics to working on and with software?

I did two bachelors at the University Libre de Bruxelles, and than I studied
to become a math teacher. I had a wonderful teacher, and we were into
the pleasure of exercising our brains, and discovering theory but a large part
of our courses were concentrated on pedagogy and how to become a good
teacher, how to open up the mind of a student in the context of a course.
That’s when I discovered another pleasure, of helping a journey into a kind
42

of math that was a lot more concrete, or that I learned to render concrete.
One of the difficult subjects you need to teach in high schools, is scales and
plans. I came up with a rendering of a submarine and all students, boys as
well as girls, were quickly motivated, wanting to imagine themselves at the
real scale of the vessel. I like math, because it is not linked to a pre-existing
narrative structure, it is a theoretical construct we accept or not, like the
rules of a game. For me, math is an ideal way to form a critical mind.
When you are a child, math is fundamentally fiction, full stop. I remember
that when I learned modern math at school ... I had an older teacher, and
she wasn’t completely at ease with the subject. I have the impression that
because of this ... maybe it was a question of the relation between power and
knowledge ... she did not arrive with her knowledge all prepared, I mean it
was a classical form of pedagogy, but it was a new subject to her and there
was something that woke up in me, I felt at ease, I followed, we did not go
too fast ...
It was open knowledge, not already formed and closed?

Well, we discovered the subject together with the teacher. It might sound
bizarre, and she certainly did not do this on purpose, but I immediately felt
confident, which did not have too much to do with the subject of the class,
but with the fact that I felt that my brains were functioning.
I still prefer to discover the solution to a mathematical problem together
with others. But when it comes to software, I can be on my own. In
the end it is me, who wants to ask myself: why don’t I understand? Why
don’t I make any progress? In Free Software, there is the advantage of
having lots of documentation and manuals available online, although you
can almost drown in it. For me, it is always about playing with your brain,
there is at least always an objective where I want to arrive, whether it is
understanding theory or software ... and in software, it is also clear that you
want something to work. There is a constraint of efficiency that comes in
between, that of course somehow also exists in math, but in math when you
have solved a problem, you have solved it on a piece of paper. I enjoy the
game of exploring a reality, even if it is a virtual one.

43

In September 2013 writer, developer, freestyle rapper and
poet John Haltiwanger joined the ConTeXt user meeting in
Brejlov (Czech Republic) 1 to present his ideas on Subtext,
‘A Proposed Processual Grammar for a Multi-Output PreFormat’. The interview started as a way to record John’s
impressions fresh from the meeting, but moved into discussing the future of layout in terms of ballistics.

How did you end up going to the ConTeXt meeting? Actually, where was it?

It was in Brejlov, which apparently might not even be a town or city. It
might specifically be a hotel. But it has its own ... it’s considered a location,
I guess. But arriving was already kind of a trick, because I was under the
impression there was a train station or something. So I was asking around:
Where is Brejlov? What train do I take to Brejlov? But nobody had any clue,
that this was even something that existed. So that was tricky. But it was really a beautiful venue. How I ended up at the conference specifically? That’s
a good question. I’m not an incredibly active member on the ConTeXt
mailing list, but I pop up every now and again and just kind of express a
few things that I have going on. So initially I mentioned my thesis, back in
January or maybe March, back when it was really unformulated. Maybe it
was even in 2009. But I got really good responses from Hans. 2 Originally,
when I first got to the Netherlands in 2009 in August, the next weekend
was the third annual ConTeXt meeting. I had barely used the software at
that point, but I had this sort of impulse to go. Well anyway, I did not have
the money for it at that time. So the fact that there was another one coming
round, was like: Ok, that sounds good. But there was something ... we got
into a conversation on the mailing list. Somebody, a non-native English
speaker was asking about pronouns and gendered pronouns and the proper
way of ‘pronouning’ things. In English we don’t have a suitable gender neutral pronoun. So he asked the questions and some guy responded: The
1
2

http://meeting.contextgarden.net/2013/
Hans Hagen is the principal author and developer of ConTeXt, past president of NTG, and
active in many other areas of the TeX community
Hans Hagen – Interview – TeX Users Group. http://tug.org/interviews/hagen.html, 2006. [Online; accessed 18.12.2014]

47

proper way to do it, is to use he. It’s an invented problem. This whole question is
an invented question and there is no such thing as a need for considering any other
options besides this. 3 So I wrote back and said: That’s not up to you to decide,
because if somebody has a problem, than there is a problem. So I kind of naively
suggested that we could make a Unicode character, that can stand in, like a
typographical element, that does not necessarily have a pronounciation yet.
So something that, when you are reading it, you could either say he or she
or they and it would be sort of [emergent|dialogic|personalized].
Like delayed political correctness or delayed embraciveness. But, little did I
know, that Unicode was not the answer.

Did they tell you that? That Unicode is not the answer?

Well, Arthur actually wrote back 4 , and he knows a lot about Unicode and
he said: With Unicode you have to prove that it’s in use already. In my sense,
Unicode was a playground where I could just map whatever values I wanted
to be whatever glyph I wanted. Somewhere, in some corner of unused
namespace or something. But that’s not the way it works. But TeX works
like this. So I could always just define a macro that would do this. Hans
actually wrote a macro 5 that would basically flip a coin at the beginning of
your paper. So whenever you wanted to use the gender neutral, you would
just use the macro and then it wouldn’t be up to you. It’s another way of
obfuscating, or pushing the responsibility away from you as an author. It’s
like ok, well, on this one it was she, the next it was he, or whatever.

So in a way gender doesn’t matter anymore?

Right. And then I was just like, that’s something we should talk about at the
meeting. I guess I sent out something about my thesis and Hans or Taco,
they know me, they said that it would great for you to do a presentation of
this at the meeting. So that’s very much how I ended up there.
You had never met anyone from ConTeXt before?
3
4
5

http://www.ntg.nl/pipermail/ntg-context/2010/051058.html
http://www.ntg.nl/pipermail/ntg-context/2010/051098.html
http://www.ntg.nl/pipermail/ntg-context/2010/051116.html

48

No. You and Pierre were the only people I knew, that have been using it,
besides me, at the time. It was interesting in that way, it was really ... I mean
I felt a little bit ... nervous isn’t exactly the word, but I sort of didn’t know
what exactly my positon was meant to be. Because these guys ... it’s a users’
meeting, right? But the way that tends to work out for Open Source projects
is developers talking to developers. So ... my presentation was saturated ...
I think, I didn’t realise how quickly time goes in presentations, at the time.
So I spent like 20 minutes just going through my attack on media theory in
the thesis. And there was a guy, falling asleep on the right side of the room,
just head back. So, that was entertaining. To be the black sheep. That’s
always a fun position. It was entertaining for me, to meet these people
and to be at the same time sort of an outsider. Not a really well known
user contrasted with other people, who are more like cornerstones of the
community. They were meeting everybody in person for the first time. And
somehow I could connect. So now, a month and a half later we’re starting
this ConTeXt group, an international ConTeXt users’ group and I’m on the
board, I’m editing the journal. So it’s like, it ...
... that went fast!

It went fast indeed!

What is this ‘ConTeXt User Group’?

To a certain extent the NTG, which is the Netherlands TeX Group, had sort
of been consumed from the inside by the heavyness of ConTeXt, specifically
in the Netherlands. The discussion started to shift to be more ConTeXt.
Now the journal, the MAPS journal, there are maybe 8 or 10 articles, two of
which are not written by either Hans or Taco, who are the main developers
of ConTeXt. And there is zero on anything besides ConTeXt. So the NTG
is almost presented as ok, if you like ConTeXt or if you wanna be in a ConTeXt
user group, you join the NTG. Apparently the journal used to be quite thick
and there are lots of LaTeX users, who are involved. So partially the attempt
is sort of ease that situation a little bit.
It allowed the two communities to separate?
49

Yeah, and not in any way like fast or abrupt fashion. We’re trying to be
very conscious about it. I mean, it’s not ConTeXt’s fault that LaTeX users
are not submitting any articles for the journal. That user group will always have the capacity, those people could step up. The idea is to setup a
more international forum, something that has more of the sense of support
for ... because the software is getting bigger and right now we’re really reliant on this mailing list and if you have your stupid question either Hans,
Taco or Wolfgang will shoot something back. And they become reliant on
Wolfgang to be able to answer questions, because there are more users coming. Arthur was really concerned, among other people, with the scalability
of our approach right now. And how to set up this infrastructure to support
the software as it grows bigger. I should forward you this e-mail that I
wrote, that is a response to their name choices. They were contemplating
becoming a group called ‘cows’. Which is clearly an inside joke because they
loved to do figure demonstrations with cows. And seeing ConTeXt as I do,
as a platform, a serious platform, for the future, something that ... it’s almost like it hasn’t gotten to its ... I mean it’s in such rapid development ...
it’s so undocumented ... it’s so ... like ... it’s like rushing water or something.
But at some point ... it’s gonna fill up the location. Maybe we’re still building this platform, but when it’s solid and all the pieces are ... everything
is being converted to metric, no more inches and miles and stuff. At that
point, when we have this platform, it will turn into a loadable Lua library.
It won’t even be an executable at that point.
It is interesting how quickly you have become part of this community. From being
complete outsider not knowing where to go, to now speaking about a communal
future.
To begin with, I guess I have to confront my own seemingly boundless
propensity for picking obscure projects ... as sort of my ... like the things
that I champion. And ... it often boils down to flexibility.
You think that obscurity has anything to do with the future compatibility of
ConTeXt?
50

Well, no. I think the obscurity is something that I don’t see this actually
lasting for too long in the situation of ConTeXt. As it gets more stable it’s
basically destined to become more of a standard platform. But this is all
tied into to stuff that I’m planning to do with the software. If my generative
typesetting platform ... you know ... works and is actually feasible, which is
maybe a 80% job.

Wait a second. You are busy developing another platform in parallel?

Yes, although I’m kind of hovering over it or sort of superceeding it as
an interface. You have LaTeX, which has been at version 2e since the
mid-nineties, LaTeX 3 is sort of this dim point on the horizon. Whereas
ConTeXt is changing every week. It’s converting the entire structure of this
macro package from being written in TeX to being written in Lua. And
so there is this transition from what could be best described as an archaic
approach to programming, to this shiny new piece of software. I see it as
being competitive strictly because it has so much configurability. But that’s
sort of ... and that’s the double edged sword of it, that the configuration
is useless without the documentation. Donald Knuth is famous for saying
that he realises he would have to write the software and the manual for the
software himself. And I remember in our first conversation about the sort
of paternalistic culture these typographic projects seem to have. Or at least
in the sense of TeX, they seem to sort of coagulate around a central wizard
kind of guy.

You think ConTeXt has potential for the future, while TeX and LaTeX belong
... to the past?

I guess that’s sort of the way it sounds, doesn’t it?

I guess I share some of your excitement, but also have doubts about how far the
project actually is away from the past. Maybe you can describe how you think it
will develop, what will be that future? How you see that?

Right. That’s a good way to start untangling all the stuff I was just talking
about, when I was sort of putting the cart before the horse. I see it developing in some ways ... the way that it’s used today and the way that current,
51

heavy users use it. I think that they will continue to use in it in a similar
way. But you already have people who are utilising LuaTeX ... and maybe
this is an important thing to distinguish between ConTeXt and LuaTeX.
Right now they’re sort of very tied together. Their development is intrinsic,
they drive each other. But to some extent some of the more interesting
stuff that is been being done with these tools is ... like ... XML processing.
Where you throw XML into Lua code and run LuaTeX kerning operations
and line breaking and all this kind of stuff. Things that, to a certain extent,
you needed to engage TeX on its own terms in the past. That’s why macro
packages develop as some sort of sustainable way to handle your workflow.
This introduction of LuaTeX I think is sort of ... You can imagine it being
loaded as a library just as a way to typeset the documentation for code. It
could be like this holy grail of literate programming. Not saying this is the
answer, but that at least it will come out as a nice looking .pdf.

LuaTeX allows the connection to TeX to widen?

Yeah. It takes sort of the essence of TeX. And this is, I guess, the crucial
thing about LuaTeX that up until now TeX is both a typesetting engine and
a programming language. And not a very good one. So now that TeX can
be the engine, the Tschicholdian algorithms, the modernist principles, that,
for whatever reason, do look really good, can be utilised and connected to
without having to deal with this 32 year old macro programming language.
On top of that and part of how directly engaging with that kind of movement foreward is ... not that I am switching over to LuaTeX entirely at this
point ... but that this generative typesetting platform that was sort of the
foundation of this journal proposal we did. Where you could imagine actual
humanity scholars using something that is akin to markdown or a wiki formatting kind of system. And I have a nice little buzzword for that: ‘visually
semantic markup’. XML, HTML, TeX, ... none of those are visually semantic. Because it’s all based around these primitives ‘ok, between the angle
brackets’. Everything is between angle brackets. You have to look what’s
inside the angle brackets to know what is happening to what’s between the
angle brackets. Whereas a visually semantic markup ... OK headers! OK
so it’s between two hashmarks or it’s between two whatever ... The whole
52

design of those preformatting languages, maybe not wiki markup, but at
least markdown was that it could be printed as a plaintext document and
you could still get a sense of the structure. I think that’s a really crucial
development. So ... in a web browser, on one half of the browser you have
you text input, on the other half you have an real-time rendering of it into
HTML. In the meantime, the way that the interface works, the way that
the visually semantic markup works, is that it is a mutable interface. It
could be tailored to your sense of what it should look like. It can be tailored
specifically to different workflows. And because there is such a diversity
within typographic workflows, typesetting workflows ... that is akin to the
separation of form and content in HTML and CSS, but it’s not meant to be
... as problematic as that. I’m not sure if that is a real goal, or if that goal
is feasible or not. But it’s not meant to be drawing an artificial line, it’s just
meant to make things easier.

So by pulling apart historically grown elements, it becomes ... possibly modern?
Hypermodern?

Something for now and later.

Yes. Part of this idea, the trick ... This software is called ‘Subtext’ and at
this point it’s a conceptual project, but that will change pretty soon. Its
trick is this idea of separation instead of form and content, it’s translation
and effect. The parser itself has to be mutable, has to be able to pull in
the interface, print like decorations basically from a YAML configuration
file or some sort of equivalent. One of this configuration mechanisms that
was designed to be human readable and not machine readable. Like, well
both, striking that balance. Maybe we can get to that kind of ... talking
about agency a little bit. Its trick to really pull that out so that if you want
to ... for instance now in markdown if you have quotes it will be translated
in ConTeXt into \quotation. In ConTeXt that’s a very simple switch
to turn it into German quotes. Or I guess that’s more like international
quotes, everything not English. For the purposes of markdown there is
no, like really easy way, to change that part of the interface. So that when
53

I’m writing, when I use the angle brackets as a quote it would turn into
a \quotation in the output. Whereas with ‘Subtext’ you would just go
into the interface type like configuration and say: These are converted into
a quote basically. And then the effects are listed in other configuration files
so that the effects of quotes in HTML can be ...
... different.

Yes. Maybe have specific CSS properties for spacing, that kind of stuff. And
then in ConTeXt the same sort of ... both the environmental setup as well
as the raw ‘what is put into the document when it’s translated’. This kind of
separation ... you know at that point if both those effects are already the way
that you want them, then all you have to do is change the interface. And
then later on typesetting system, maybe iTeX comes out, you know, Knuth’s
joke, anyway. 6 That kind of separation seems to imply a future proofing
that I find very elegant. That you can just add later on the effects that you
need for a different system. Or a different version of a system, not that you
have to learn ‘mark 6’, or something like that ...
Back to the future ... I wonder about ConTeXt being bound to a particular
practise located with two specific people. Those two are actually the ones that
produce the most complete use cases and thereby define the kind of practise that
ConTeXt allows. Do you think this is a temporary stage or do you think that by
inviting someone like you on the board, as an outsider, that it is a sign of things
going to change?
Right. Well, yeah, this is another one of those put-up or shut-up kind of
things because for instance at the NTG meeting on Wednesday my presentation was very much a user presentation in a room of developers. Because I
basically was saying: Look like this is gonna be a presentation – most presentation are about what you know – and this presentation is really about
what I don’t know ... but what I do know is that there is a lot of room for
teaching ConTeXt in a more practical fashion, you could say. So my idea is
to basically write this documentation on how to typeset poetry, which gets
6

http://en.wikipedia.org/wiki/Donald_Knuth#Humor

54

into a lot of interesting questions, just a lot of interesting things. Like you
gonna need to write your own macros just at the start ... to make sure you
have not to go in and change every width value at some point. you know,
this kind of thing like ... really baby steps. How to make a cover page. These
kinds of things are not documented.
Documentation is let’s say an interesting challenge for ConTeXt. How do you
think the ConTeXt community could enable different kinds of use, beyond the
ones that are envisioned right now? I guess you have a plan?

Yeah ... that’s a good question. Part of it is just to do stuff, like to get you
more involved in the ConTeXt group for instance, because I was talking to
Arthur and he hadn’t even read the article from V/J10 7 . I think that kind
of stuff is really important. It’s like the whole Blender Foundation kind
of impulse. We have some developers who are paid to do this and that’s
kind of rare already in an Open Source/Free Software project. But then to
kind of have users pushing the boundaries and hitting limits. It’s rare that
Hans will encounter some kind of use case that he didn’t think of and react
in a negative way. Or react in a way like I’m not gonna even entertain that
possibility. Part of it is moving beyond this ... even the sort of centralisation
as you call it ... how to do that directly ... I see it more as baby steps for
me personally at this point. Just getting a tutorial on how to typeset a cd
booklet. Just basically what I’m writing. That at the same time, you know,
gets you familiar with ConTeXt and TeX in general. Before my presentation
I was wondering, I was like: how do you set a variable in TeX. Well, it’s a
macro programming language so you just make a macro that returns a value.
Like that kind of stuff is not initially obvious if you’re used to a different
paradigm or you know .. So these baby steps of kind of opening the field up
a little bit and then using it my own practise of guerilla typesetting and kind
of putting it out there. and you know ... And people gonna start being like:
oh yeah, beautiful documents are possible or at least better looking documents
are possible. And then once we have them at that, like, then how do you we
7

Constant, Clementine Delahaut, Laurence Rassel, and Emma Sidgwick.
Verbindingen/Jonctions: Tracks in electr(on)ic fields. Constant Verlag, 2009.
http://ospublish.constantvzw.org/sources/vj10

55

take it to the next level. How do I turn a lyric sheet from something that
is sort of static to ... you know ... two pages that are like put directly on the
screen next to each other. Like a screen based system where it’s animated
to the point ... and this is what we actually started to karaoke last night ...
so you have an English version and a Spanish version – for instance in the
case of the music that I’ve been doing. And we can animate. We can have
timed transitions so you can have a ‘current lyric indicator’ move down the
page. That kind of use case is not something that Pragma 8 is ever going
to run into. But as soon as it is done and documented then what’s the next
thing, what kind of animations are gonna be ... or what kind of ... once that
possibility is made real or concrete ... you know, so I kind of see it as a very
iterative process at this point. I don’t have any kind of grand scheme other
than ‘Subtext’ kind of replacing Microsoft Word as the dominant academic
publishing platform, I think. (laughs)

Just take over the world.

That’s one way to do it, I think.

You talked about manuals for things that you would maybe not do in another
kind of software ...

Right.

Manuals that not just explain ‘this is how you do it’ but also ‘this is the kind of
user you could be’.

Right.

I’m not sure if instructions for how to produce a cd cover would draw me in, but
if it helped me understand how to set a variable, it would.
Right.
8

Hans Hagen’s company for Advanced Document Engineering

56

You want the complete manual of course?
Yeah!

You were saying that ConTeXt should replace Microsoft Word as the standard
typesetting tool for academic publishing. You are thinking about the future for
ConTeXt more in the context of academic publishing than in traditional design
practise?

Yes. In terms of ‘Subtext’, I mean the origins of that project, very much
... It’s an interesting mix because it’s really a hybridity of many different
processes. Some, much come directly from this obscure art project ‘the abstraction’. So I have stuff like the track changes using Git version control
and everything being placed on plaintext as a necessity. That’s a holdover
from that project as well as the idea of gradiated presence. Like software
enabling a more real-time peer review, anonymous peer review system. And
even a collaborative platform where you don’t know who you’re writing with,
until the article comes out. Someting like out that. So these interesting
tweaks that you can kind of make, those all are holdovers from this very,
very much maybe not traditional design practise but certainly like ... twisted
artistic project that was based around hacking a hole from signified to siginifier and back again. So ... In terms of its current envisionment and the
use case for which we were developing it at the beginning, or I’m developing
it, whatever ... I’ll say it the royal way, is an academic thing. But I think
that ... doesn’t have to stop there and ...

At some point at OSP we decided to try ConTeXt because we were stuck with
Scribus for page layout as the only option in Free Software. We wanted escape
that kind of stiffness of the page, or of the canvas in a way. But ConTeXt
was not the dream solution either. For us it had a lot to do, of course, with
issues of documentation ... of not understanding, not coming from that kind of
automatism of treating it as another programming language. So I think we could
have had much more fun if we had understood the culture of the project better.
I think the most frustrating experience was to find out how much the model of
typesetting is linked to the Tschichold universe, that at the moment you try to
57

break out, the system completely looses all flexibility. And it is almost as if you
can hear it freeze. So if we blame half of our troubles with ConTeXt on our
inability to actually understand what we could do with ConTeXt, I think there is
a lot also in its assumption what a legible text would look like, how it’s structured,
how it’s done. Do you think a modern version of ConTeXt will keep that kind
of inflexibility? How can it become more flexible in it’s understanding of what a
page or a book could be?

That’s an interesting question, because I’m not into the development side
of LuaTex at all, but I would be surprised if the way that it was being
implemented was not significantly more modular than for instance when
it was written in Pascal, you know, how that was. Yeah, that’s a really
interesting question of how swappable is the backend. How much can we
go in and kind of ... you know. And it its an inspirational question to me,
because now I’m trying to envision a different page. And I’m really curious
about that. But I think that ConTeXt itself will likely be pretty stable in its
scope ... in that way of being ... sort of ... deterministic in its expectations.
But where that leaves us as users ... first I’d be really surprised if the engine
itself, if LuaTeX was not being some way written to ... I feel really ignorant
about this, I wish I just knew. But, yeah, there must be ... There is no way
to translate this into a modern programming language without somehow
thinking about this in terms of the design. I guess to certain extent the
answer to your question is dependent on the conscientiousness of Taco and
the other LuaTex developers for this kind of modularity. But I don’t ... you
know ... I’m actually feeling very imaginatively lacking in terms of trying to
understand what you’re award-winning book did not accomplish for you ...
Yeah, what’s wrong with that?

I think it would be good to talk with Pierre, not Pierre Marchand but Pierre ...
... Huggybear.

Yeah. We have been talking about ‘rivers’ as a metaphor for layout ... like were
you could have things that are ... let’s say fluid and other things that could be
placed and force things around it. Layout is often a combination of those two
58

things. And this is what is frustrating in canvas based layout that it is all fixed
and you have to make it look like it’s fluid. And here it’s all fluid and sometimes
you want it to be fixed. And at the moment you fix something everything breaks.
Then it’s up to you. You’re on your own.

Right.

The experience of working with ConTeXt is that it is very much elastic, but there
is very little imagination about what this elasticity could bring.
Right.

It’s all about creating universally beautiful pages, in a way it is using flexibility
to arrive at something that is already fixed.

Right.

Well, there is a lot more possible than we ever tried, but ... again ... this goes
back to the sort of centralist question: If those possibilities are mainly details in
the head of the main developers than how will I ever start to fantasize about the
book I would want to make with it?

Right.

I don’t even need access to all the details. Because once I have a sort of sense of
what I want to do, I can figure it out. Right now you’re sort of in the dark about
the endless possibilities ...

Its existence is very opaque in some ways. The way that it’s implemented,
like everything about it is sort of ... looking at the macros that they wrote,
the macros that you invoke ... like ... that takes ... flow control in TeX is like
... I mean you might as well write it in Bash or ... I mean I think Bash would
even be more sensible to figuring out what’s going on. So, the switch to Lua
there is kind of I think a useful step just in being more transparent. To allow
you to get into becoming more intimate with the source or the operation
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of the system ... you know ... without having to go ... I mean I guess ... the
TeX Book would still be useful in some ways but that’s ... I mean ... to go
back and learn TeX when you’re just trying to use ConTeXt is sort of ...
it’s not ... I’m not saying it’s, you know ... it’s a proper assumption to say oh
yeah, don’t worry about the rules and the way TeX is organised but you’re not
writing your documents in ConTeXt the way you would write them if you’re
using plain TeX. I mean that’s just ... it’s just not ... It’s a different workflow
... it has a completely different set of processes that you need to arrange. So
it has a very distinct organisational logic ... that I think that ... yeah ... like
being able to go into the source and be like oh OK, like I can see clearly this
is ... you know. And then you can write in your own way, you can write back
in Lua.

This kind of documentation would be the killer feature of ConTeXt ...
Yeah.

It’s kind of strange paradox in the TeX community. At one hand you’re sort of
supposed to be able to do all of it. But at the same time on every page you’re told
not to do it, because it’s not for you to worry about this.

Right. That’s why the macro packages exist.

With ConTeXt there is this strange sense of very much wanting to understand the
way the logic works, or ... what the material is, you’re dealing with. And at the
same time being completely lost in the labyrinth between the old stuff from TeX
and LaTeX, the newer stuff from LuaTex, Mark 4, 3, 5, 6 ...

So that was sort of my idea with the cd typesetting project, is not to say,
that that is something that is immediately interesting to anybody who is
not trying to do that specifically, right? But at the same time if I’m ... if it’s
broken down into ‘How to do a bitmap cover page’ (=Lesson 1).
Lesson 2: ‘How to start defining you own macros’. And so you know, it’s
this thing that could be at one point a very ... because the documentation as
it stands right now is ... I think it’s almost ... fixing that documentation, I’m
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not sure is even possible. I think that it has to be completely approached
differently. I mean, like a real ConTeXt manual, that documents ... you
know ... command by command exactly what those things do. I mean our
reference manual now just shows you what arguments are available, but
doesn’t even list the available arguments. It’s just like: These are the positions
of the arguments. And it’s interesting.

So expecting writers of the program to write the manual fails?
Right.

What is the difference between your plans for ‘Subtext’ and a page layout program
like Scribus?

You mentioned ‘Subtext’ coming from a more academic publishing rather
than a design background. I think that this belies where I have come into
typesetting and my understanding of typography. Because in reality DTP
has never kind of drawn me in in that way. The principle differences are
really based on this distribution of agency, in my mind. That when you’re
demanding the software to be ‘what you see is what you get’ or when you
place that metaphor between you and your process. Or you and your engagement, you’re gaining the usefulness of that metaphor, which is ... it’s
almost ... I hope I don’t sound offensive ... but it’s almost like child’s play.
It’s almost like point, click, place. To me it just seems so redundant or ...
time-consuming maybe ... to really deal with it that way. There are advantages to that metaphor. For instance I don’t plan on designing covers in
ConTeXt. Or even a poster or something like that. Because it doesn’t really
give affordances for that kind of creativity. I mean you can do generative
stuff with the MetaFun package. You can sort of play around with that. But
I haven’t seen a ConTeXt generated cover that I liked, to be honest.

OK.

OK. Principle differences. I’m trying to ... I’m struggling a little bit. I think
that’s partially because I’m not super comfortable with the layout mechanism
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and stuff yet. And you have things like \blank in order to move down the
page. Because it has this sort of literal sense of a page and movement on
a page. Obviously Scribus has a literal idea of a page as well, but because
it’s WYSIWYG it has that benefit where you don’t have to think OK, well,
maybe it should be 1.6 ems down or maybe it should be 1.2 ems down. You
move it until it looks right. And then you can measure it and you’re like
ok, I’m gonna use this measurement for the further on in my document. So it’s
that whole top-down vs. bottom-up approach. It really breaks down into
the core organisational logics of those softwares.
I think it’s too easy to make the difference based on the fact that there is a
metaphorical layer or not. I think there is a metaphorical layer in ConTeXt too
...

Right. Yeah for sure.

And they come at a different moment and they speak a different language. But I
think that we can agree that they’re both there. So I don’t think it’s about the one
being without and the other being with. Of course there is another sense of placing
something in a canvas-based software than in a ... how would you call this?

So I guess it is either ‘declarative’ or ‘sequence’ based. You could say generative in a way ... or compiled or ... I don’t even know. That’s a cool question.

What is the difference really and why would you choose the one or the other? Or
what would you gain from one to the other? Because it’s clear that posters are not
easily made in ConTeXt. And that it’s much easier to typeset a book in ConTeXt
than it is in Scribus, for example.

Declarative maybe ...

So, there’s hierarchy. There’s direction. There’s an assumption about structure
being good or bad.
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Yeah. Boxes, Glue. 9

What is exciting in something like this is that placement is relative always.
Relative to a page, relative to a chapter, relative to itself, relative to what’s next
to it. Where in a canvas based software your page is fixed.

Right.

This is very different from a system where you make a change, then you compile
and then you look at it and then you go back into your code. So where there is a
larger distinction between output and action. It’s almost gestural ...

It’s like two different ways of having a conversation. Larry Wall has this really great metaphor. He talks about ‘ballistic design’. So when you’re doing
code, maybe he’s talking more about software design at this point, basically
it’s a ‘ballistic practise’ to write code. Ballistics comes from artillery. So you
shoot at a thing. If you hit it, you hit it. If you miss it, you change the
amount of gun powder, the angle. So code is very much a ‘ballistic practise’.
I think that filters into this difference in how the conversation works. And
this goes back to the agencies where you have to wait for the computer to
figure out. To come with its into the conversation. You’re putting the code
in and then the computer is like ok; this is what the code means
and then is this what you wanted? Whereas with the WYSIWYG
kind of interface the agency is distributed in a different way. The computer is just like ok, I m a canvas; I m just here to hold what
you re putting on and I m not going to change it any way or
affect it in any way that you don t tell me to. I mean it’s
the same way but I ... is it just a matter of the compilation time? In one
you’re sort of running a experiment, in another you’re just sort of painting.
If that’s a real enough distinction or if that’s ... you know ... it’s sort of ... I
mean I kind of see that it is like this. There is ballistics vs. maybe fencing
or something.
9

Boxes, which are things can be drawn on a page, and glue, which is invisible stretchy stuff that sticks
boxes together. Mark C. Chu-Carroll. The Genius of Donald Knuth: Typesetting with Boxes and Glue, 2008

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Fencing?

Fencing. Like more of a ...
Or wrestling?

Or wrestling.

When you said just sort of painting I felt offended. ( laughs)
I’m sorry. I didn’t mean it like that.

Maybe back to wrestling vs. ballistics. Where am I and where is the machine?
Right.

I understand that there’s lots of childish way of solving this need to make the
computer dissapear. Because if you are not wrestling ... you’re dancing, you know.

Yeah.

But I think it’s interesting to see that ballistics, that the military term of shooting
at something, is the kind of metaphor to be used. Which is quite different than a
creative process where there is a direct feedback between something placed and the
responses you have.
Right.

And it’s not always about aiming, but also sometimes about trying and about
kind of subtle movements that spark off something else. Which is very immediate.
And needs an immediate connection to ... let’s say ... what you do and what you
get. It would be interesting to think about ways to talking about ‘what you see
is what you get’ away from this assumption that is always about those poor users
that are not able do it in code.

Right.

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Because I think there is essential stuff that you can not do in a tool like this –
that you can do in canvas-based tools. And so ... I think it’s really a pity when
... yeah ... It’s often overlooked and very strange to see. There is not a lot of good
thinking about that kind of interaction. Like literal interaction. Which is also
about agency with the painter. With the one that makes the movement. Where
here the agency is very much in this confrontational relation between me aiming
and ...

So yeah, when we put it in those metaphors. I’m on the side with the
painting, because ...

But I mean it’s difficult to do a book while wrestling. And I think that’s why a
poster is very difficult to do in this sort of aiming sense. I mean it’s fun to do but
it’s a strange kind of posters you get.

You can’t fit it all in your head at once. It’s not possible.
No. So it’s okay to have a bit of delay.

I wondered to what extent, if it were updated in real time, all the changes
you’re making in the code, if compilation was instantaneous, how that would
affect the experience. I guess it would still have this ballistic aspect, because
what you are doing is ... and that’s really the side of the metaphor ... or
a metaphorical difference between the two. One is like a translation. The
metaphor of ok this code means this effect ... That’s very different from picking
a brush and choosing the width of the stroke. It’s like when you initialise
a brush in code, set the brush width and then move it in a circle with a
radius of x. It’s different than taking the brush in Scribus or in whatever
WYSIWYG tool you are gonna use. There is something intrinsically different about a translation from primitives to visual effect than this kind of
metaphorical translation of an interaction between a human and a canvas ...
kind of put into software terms.

But there is a translation from me, the human, to the machine, to my human eye
again, which is hard to grasp. Without wanting it to be made invisible somehow.
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Or to assume that it is not there. This would be my dream tool that would
allow you to sense that kind of translation without losing the ... canvasness of the
canvas. Because it’s frustrating that the canvas has to not speak of itself to be able
to work. That’s a very sad future for the canvas, I think.

I agree.

But when it speaks of itself it’s usually seen as buggy or it doesn’t work. So that’s
also not fair to the canvas. But there is something in drawing digitally, which
is such a weird thing to do actually, and this is interesting in this sort of cyborgs
we’re becoming, which is all about forgetting about the machine and not feeling
what you do. And it’s completely a different world in a way than the ballistics of
ConTeXt, LaTeX or whatever typesetting platform.

Yeah, that’s true. And it’s something that my students were forced to confront and it was really interesting because that supposed invisibility or almost
necessitated invisibility of the software. As soon as they’re in Inkscape instead of Illustrator they go crazy. Because it’s like they know what they want
to do, but it’s a different mechanism. It’s the same underlying process which
itself is only just meant to give you a digital version of what you could easily
do on a piece of paper. Provided you have the right paints and stuff. So
perhaps it’s like the difference between moving from a brush to an air brush.
It’s a different ... interface. It’s a different engagement. There is a different
thing between the human and the canvas. You engage in this creative process where it’s like ok, we’ll now have an airbrush and I can play around to
see what the capacities are without being stuck in well I can’t get it to do
my fine lines the same way I can when I have my brush. It’s like when you
switch the software out from between the person and the canvas. It’s that
sort of invisibility of the interface and it’s intense for people. They actually
react quite negatively. They’re not gonna bother to learn this other software
because in the end they’re doing less. The reappearance of this software
... of software between them and their ideas is kinda too much. Whereas
people who don’t have any preconceived notions are following the tutorials
and they’re learning and they’re like ok, I’m gonna continue to play with this.
Because this software is starting to become more invisible.
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But on a sort of theoretical level the necessitated invisibility, as you said it nicely, is
something I would always speak against. Because that means you hide something
that’s there. Which seems a stupid thing to do, especially when you want to find
a kind of more flexible relation to your tools. I want to find a better word for
describing that sort of quick feedback. Because if it’s too much in the way, then
the process stops. The drawing can not be made if I’m worried too much about
the point of my pencil that might break ... or the ... I dont’t know ... the nozzle
being blocked.
Dismissing the other tools is ... I was kinda joking, but ... there is something sort of blocklike: Point. Move. This. But at the same time, like I
said, I wouldn’t do a cover in ConTeXt. Just like I probably wouldn’t try to
do something like a recreation of a Pre-Raphaelite painting in Processing or
something like that. There is just points where our metaphors break down.
And so ... It sounded sort of, ok, bottom-up über alles like always.

Ok, there’s still painters and there’s still people doing Pre-Raphaelite paintings
with Pre-Raphaelite tools, but most of us are using computers. So there should be
more clever ways of thinking about this.
Yeah. To borrow a quote from my old buddy Donald Rumsfeld: There are
the known knowns, the known unknowns and the unknown unknowns. That
actually popped into my head earlier because when we were talking about
the potentials of the software and the way that we interact and stuff, it’s like
we know that we don’t know ... other ways of organizing. We know that
there are, like there has to be, another way, whether it is a middle path between these two or some sort of ... Maybe it’s just tenth dimensional, maybe
it’s fourth dimensional, maybe it’s completely hypermodern or something.
Anyway. But the unknown unknowns ... It’s like the stuff that we can’t
even tell we don’t know about. The questions that we don’t know about
that would come up once we figure out these other ways of organising it.
That’s when I start to get really interested in this sort of thing. How do you
even conceive of a practise that you don’t know? And once you get there,
there’s going to be other things that you know you don’t know and have to
keep finding them. And then there’s gonna be things that you don’t know
you don’t know and they just appear from nowhere and ... it’s fun.
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We discovered the work of Tom Lechner for the first time at
the Libre Graphics Meeting 2010 in Brussels. Tom traveled
from Portland to present Laidout, an amazing tool that he
made to produce his own comic books and also to work on
three dimensional mathematical objects. We were excited
about how his software represents the gesture of folding,
loved his bold interface decisions plus were impressed by the
fact that Tom decided to write his own programming framework for it. A year later, we met again in Montreal, Canada
for the Libre Graphics Meeting 2011 where he presents a
follow-up. With Ludivine Loiseau 1 and Pierre Marchand 2 ,
we finally found time to sit down and talk.
What is Laidout?

Well, Laidout is software that I wrote to lay out my cartoon books in an
easy fashion. Nothing else fit my needs at the time, so I just wrote it.
It does a lot more than laying out cartoons?

It works for any image, basically, and gradients. It does not currently do
text. It is on my todo list. I usually write my own text, so it does not really
need to do text. I just make an image of it.
It can lay out T-shirts?

But that’s all images too. I guess it’s two forms of laying out. It’s laying
out pieces of paper that remain whole in themselves, or you can take an
image and lay it out on smaller pieces of paper. Tiling, I guess you could
call it.
Can you talk us through the process of doing the T-shirt?

1
2

amateur bookbinder and graphic designer
artist/developer, contributing amongst others to PodofoImpose and Scribus

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OK. So, you need a pattern. I had just a shirt that sort of fit and I
approximated it on a big piece of paper, to figure out what the pieces were
shaped like, and took a photograph of that. I used a perspective tool to
remove the distortion. I had placed rulers on the ground so that I could
remember the actual scale of it. Then once it was in the computer, I traced
over it in Inkscape, to get just the basic outline so that I could manipulate
further. Blender didn’t want to import it so I had to retrace it. I had to
use Blender to do it because that lets me shape the pattern, take it from
flat into something that actually makes 3D shapes so whatever errors were
in the original pattern that I had on the paper, I could now correct, make
the sides actually meet and once I had the molded shape, and in Blender
you have to be extremely careful to keep any shape, any manipulation that
you do to make sure your surface is still unfoldable into something flat. It is
very easy to get away from flat surfaces in Blender. Once I have the molded
shape, I can export that into an .off file which my unwrapper can import
and that I can then unwrap into the sleeves and the front and the back as
well as project a panoramic image onto those pieces. Once I have that, it
becomes a pattern laid out on a giant flat surface. Then I can use Laidout
once again to tile pages across that. I can export into a .pdf with all the
individual pieces of the image that were just pieces of the larger image that
I can print on transfer paper. It took forty iron-on transfer papers I ironed
with an iron provided to me by the people sitting in front of me so that
took a while but finally I got it all done, cut it all out, sewed it up and there
you go.
Could you say something about your interest in moving from 2D to 3D
and back again? It seems everything you do is related to that?
I don’t know. I’ve been making sculpture of various kinds for quite a
long time. I’ve always drawn. Since I was about eighteen, I started making
sculptures, mainly mathematical woodwork. I don’t quite have access to a
full woodwork workshop anymore, so I cannot make as much woodwork as
I used to. It’s kind of an instance of being defined by what tools you have
available to you, like you were saying in your talk. I don’t have a woodshop,
but I can do other stuff. I can still make various shapes, but mainly out of
paper. Since I had been doing woodwork, I picked up photography I guess
and I made a ton of panoramic images. It’s kind of fun to figure out how
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to project these images out of the computer into something that you can
physically create, for instance a T-shirt or a ball, or other paper shapes.
Is there ever any work that stays in the computer, or does it always need
to become physical?

Usually, for me, it is important to make something that I can actually
physically interact with. The computer I usually find quite limiting. You
can do amazing things with computers, you can pan around an image, that
in itself is pretty amazing but in the end I get more out of interacting with
things physically than just in the computer.
But with Laidout, you have moved folding into the computer! Do you
enjoy that kind of reverse transformation?

It is a challenge to do and I enjoy figuring out how to do that. In making
computer tools, I always try to make something that I can not do nearly as
quickly by hand. It’s just much easier to do in a computer. Or in the case
of spherical images, it’s practically impossible to do it outside the computer.
I could paint it with airbrushes and stuff like that but that in itself would
take a hundred times longer than just pressing a couple of commands and
having the computer do it all automatically.

My feeling about your work is that the time you spent working on the
program is in itself the most intriguing part of your work. There is of course a
challenge and I can imagine that when you are doing it like the first time you
see a rectangle, and you see it mimic a perspective you think wow I am folding
a paper, I have really done something. I worked on imposition too but more
to figure out how to work with .pdf files and I didn’t go this way of the gesture
like you did. There is something in your work which is really the way you wrote
your own framework for example and did not use any existing frameworks. You
didn’t use existing GUIs and toolboxes. It would be nice to listen to you about
how you worked, how you worked on the programming.
I think like a lot of artists, or creative people in general, you have to
enjoy the little nuts and bolts of what you’re doing in order to produce any
final work, that is if you actually do produce any final work. Part of that is
making the tools. When I first started making computer tools to help me
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in my artwork, I did not have a lot of experience programming computers.
I had some. I did little projects here and there. So I looked around at the
various toolkits, but everything seemed really rigid. If you wanted to edit
some text, you had this little box and you write things in this little box and
if you want to change numbers, you have to erase it and change tiny things
with other tiny things. It’s just very restrictive. I figured I could either
figure out how to adapt those to my own purposes, or I could just figure
out my own, so I figured either way would probably take about that same
amount of time I guessed, in my ignorance. In the process, that’s not quite
been true. But it is much more flexible, in my opinion, what I’ve developed,
compared to a lot of other toolkits. Other people have other goals, so I’m
sure they would have a completely different opinion. For what I’m doing,
it’s much more adaptable.
You said you had no experience in programming? You studied in art school?

I don’t think I ever actually took computer programming classes. I grew
up with a Commodore 64, so I was always making letters fly around the
screen and stuff like that, and follow various curves. So I was always doing
little programming tricks. I guess I grew up in a household where that
sort of thing was pretty normal. I had two brothers, and they both became
computer programmers. And I’m the youngest, so I could learn from their
mistakes, too. I hope.
You’re looking for good excuses to program.
(laughs) That could be.

We can discuss at length about how actual toolkits don’t match your needs,
but in the end, you want to input certain things. With any recent toolkit, you
can do that. It’s not that difficult or time consuming. The way you do it, you
really enjoy it, by itself. I can see it as a real creative work, to come up with new
digital shapes.
Do you think that for you, the program itself is part of the work?

I think it’s definitely part of the work. That’s kind of the nuts and bolts
that you have to enjoy to get somewhere else. But if I look back on it, I
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spend a huge amount of time just programming and not actually making
the artwork itself. It’s more just making the tools and all the programming
for the tools. I think there’s a lot of truth to that. When it comes time to
actually make artwork, I do like to have the tool that’s just right for the job,
that works just the way that seems efficient.
I think the program itself is an artwork, very much. To me it is also
a reflection on moving between 2D and 3D, about physical computation.
Maybe this is the actual work. Would you agree?
I don’t know. To an extent. In my mind, I kind of class it differently.
I’ve certainly been drawing more than I’ve been doing technical stuff like
programming. In my mind, the artwork is things that get produced, or a
performance or something like that. And the programming or the tools
are in service to those things. That’s how I think of it. I can see that ...
I’ve distributed Laidout as something in itself. It’s not just some secret tool
that I’ve put aside and presented only the artwork. I do enjoy the tools
themselves.
I have a question about how the 2D imagines 3D. I’ve seen Pierre and
Ludi write imposition plans. I really enjoy reading this, almost as a sort of
poetry, about what it would be to be folded, to be bound like a book. Why is
it so interesting for you, this tension between the two dimensions?
I don’t know. Perhaps it’s just the transformation of materials from
something more amorphous into something that’s more meaningful, somehow. Like in a book, you start out with wood pulp, and you can lay it out in
pages and you have to do something to that in order to instil more meaning
to it.
Is binding in any way important to you?
Somewhat. I’ve bound a few things by hand. Most of my cartoon books
ended up being just stapled, like a stack of paper, staple in the middle and
fold. Very simple. I’ve done some where you cut down the middle and lay
the sides on top and they’re perfect bound. I’ve done just a couple where
it’s an actual hand bound, hard cover. I do enjoy that. It’s quite a time
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consuming thing. There’s quite a lot of craft in that. I enjoy a lot of hand
made, do-it-yourself activities.
Do you look at classic imposition plans?

I guess that’s kind of my goal. I did look up classic book binding
techniques and how people do it and what sort of problems they encounter.
I’m not sure if I’ve encompassed everything in that, certainly. But just the
basics of folding and trimming, I’ve done my best to be able to do the same
sort of techniques that have been done in the past, but only manually. The
computer can remember things much more easily.
Imposition plans are quite fixed, you have this paper size and it works with
specific imposition plans. I like the way your tool is very organic, you can play
with it. But in the end, something very classic comes out, an imposition plan you
can use over and over, which gives a sort of continuity.
What’s impressive is the attention you put into the visualization. There are
some technical programs which do really big imposition stuff, but it’s always at the
printer. Here, you can see the shape being peeled. It’s really impressive. I agree
with Femke that the program is an artwork too, because it’s not only technical,
it’s much more.
How is the material imagined in the tool?

So, far not really completely. When you fold, you introduce slight twists
and things like that. And that depends on the stiffness of the paper and
the thickness of the paper and I’ve not adequately dealt with that so much.
If you just have one fold, it’s pretty easy to figure out what the creep is for
that. You can do tests and you can actually measure it. That’s pretty easy
to compensate for. But if you have many more folds than that, it becomes
much more difficult.
Are you thinking about how to do that?

I am.

That would be very interesting. To imagine paper in digital space, to give
an idea of what might come out in the end. Then you really have to work
your metaphors, I think?
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A long time ago, I did a lot of T-shirt printing. Something that I did not
particularly have was a way to visualize your final image on some kind of shirt
and the same thing applies for book binding, too. You might have a strange
texture. It would be nice to be able to visualize that beforehand, as well
as the thickness of the paper that actually controls physical characteristics.
These are things I would like to incorporate somehow but haven’t gotten
around to.
You talked about working with physical input, having touchpads ... Can
you talk a bit more about why you’re interested in this?

You can do a lot of things with just a mouse and a keyboard. But it’s
still very limiting. You have to be sitting there, and you have to just control
those two things. Here’s your whole body, with which you can do amazing
things, but you’re restricted to just moving and clicking and you only have a
single point up on the screen that you have to direct very specifically. It just
seems very limiting. It’s largely an unexplored field, just to accept a wider
variety of inputs to control things. A lot of the multitouch stuff that’s been
done is just gestures for little tiny phones. It’s mainly for browsing, not
necessarily for actual work. That’s something I would like to explore quite a
lot more.
Do you have any fantasies about how these gestures could work for real?

There’s tons of sci fi movies, like ‘Minority Report’, where you wear these
gloves and you can do various things. Even that is still just mainly browsing.
I saw one, it was a research project by this guy at Caltech. He had made
this table and he wore polarized glasses so he could look down at this table
and see a 3D image. And then he had gloves on, and he could sculpt things
right in the air. The computer would keep track of where his hand is going.
Instead of sculpting clay, you’re sculpting this 3D mesh. That seemed quite
impressive to me.
You’re thinking about 3D printers, actually?

It’s something that’s on my mind. I just got something called the
Eggbot. You can hold spheres in this thing and it’s basically a plotter that
can print on spherical surfaces or round surfaces. That’s something I’d like
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to explore some more. I’ve made various balls with just my photographic
panoramas glued onto them. But that could be used to trace an outline for
something and then you could go in with pens or paints and add more detail.
If you’re trying to paint on a sphere, just paint and no photograph, laying out
an outline is perhaps the hardest part. If you simplify it, it becomes much
easier to make actual images on spheres. That would be fun to explore.

I’d like to come back to the folding. Following your existing aesthetic, the
stiffness and the angles of the drawing are very beautiful. Is it important you,
preserving the aesthetic of your programs, the widgets, the lines, the arrows ...

I think the specific widgets, in the end, are not really important to me
at all. It’s more just producing an actual effect. So if there is some better
way, more efficient way, more adaptable way to produce some effect, then it’s
better to just completely abandon what doesn’t work and make something
that’s new, that actually does work. Especially with multitouch stuff, a lot of
old widgets make no more sense. You have to deal with a lot of other kinds
of things, so you need different controls.

It makes sense, but I was thinking about the visual effect. Maybe it’s not
Laidout if it’s done in Qt.
Your visuals and drawings are very aesthetically precise. We’re wondering
about the aesthetics of the program, if it’s something that might change in the
future.
You mean would the quality of the work produced be changed by the
tools?

That’s an interesting question as well. But particularly the interface, it’s
very related to your drawings. There’s a distinct quality. I was wondering
how you feel about that, how the interaction with the program relates to the
drawings themselves.

I think it just comes back to being very visually oriented. If you have to
enter a lot of values in a bunch of slots in a table, that’s not really a visual
way to do it. Especially in my artwork, it’s totally visual. There’s no other
component to it. You draw things on the page and it shows up immediately.
78

It’s just very visual. Or if you make a sculpture, you start with this chunk
of stuff and you have to transform it in some way and chop off this or sand
that. It’s still all very visual. When you sit down at a computer, computers
are very powerful, but what I want to do is still very visually oriented. The
question then becomes: how do you make an interface that retains the visual
inputs, but that is restricted to the types of inputs computers need to have
to talk to them?
The way someone sets up his workshop says a lot about his work. The way
you made Laidout and how you set up its screen, it’s important to define a spot
in the space of the possible.

What is nice is that you made the visualisation so important. The windows
and the rest of the interface is really simple, the attention is really focused on
what’s happening. It is not like shiny windows with shadows everywhere, you feel
like you are not bothered by the machine.
At the same time, the way you draw the thickness of the line to define the
page is a bit large. For me, these are choices, and I am very impressed because I
never manage to make choices for my own programs. The programs you wrote,
or George Williams, make a strong aesthetic assertion like: This is good. I can’t
do this. I think that is really interesting.
Heavy page borders, that still comes down to the visual thing you end
up with, is still the piece of paper so it is very important to find out where
that page outline actually is. The more obvious it is, the better.

Yes, I think it makes sense. For a while now, I paid more attention than
others in Scribus to these details like the shape of the button, the thickness of the
lines, what pattern do you chose for the selection, etcetera. I had a lot of feedback
from users like: I want this, this is too big and at some point you want to please
everybody and you don’t make choices. I don’t think that you are so busy with
what others think.
Are there many other users of the program?

Not that I know of (laughter). I know that there is at least one other
person that actually used it to produce a booklet. So I know that it is
79

possible for someone other than myself to make things with it. I’ve gotten
a couple of patches from people to not make it crash at various places but
since Laidout is quite small, I can just not pay any attention to criticism.
Partially because there isn’t any, and I have particular motivations to make
it work in a certain way and so it is easier to just go forward.

I think people that want to use your program are probably happy with this
kind of visualisation. Because you wrote it alone, there is also a consistency across
the program. It is not like Scribus, that has parts written by a lot of people so you
can really recognize: this is Craig (Bradney), this is Andreas (Vox), this is Jean
(Ghali), this is myself. There is nothing to follow.
I remember Donald Knuth talking about TeX and he was saying that
the entire program was written from scratch three times before its current
incarnation. I am sympathetic to that style of programming.
Start again.
I think it is a good idea, to start again. To come back to a little detail. Is
there a fileformat for your imposition tool, to store the imposition plan? Is it a
text or a binary format?

It is text-based, an indented file format, sort of like Python. I did
not want to use XML, every time I try to use XML there are all these
greater thans and less thans. It is better than binary, but it is still a huge
mess. When everything is indented like a tree, it is very easy to find things.
The only problem is to always input tabs, not spaces. I have two different
imposition types, basically, the flat-folding sheets and the three dimensional
ones. The three dimensional one is a little more complicated.
If you read the file, do you know what you are folding?

Not exactly. It lists what folds exists. If you have a five by five grid, it
will say Fold along this line, over in such and such direction. What it actually
translates to in the end, is not currently stored in the file. Once you are in
Laidout you can export into a PodofoImpose plan file.
Is this file just values, or are there keywords, is it like a text?
80

I try to make it pretty readable, like trimright or trimleft.
Does it talk about turning pages? This I find beautiful in PodofoImpose
plans, you can almost follow the paper through the hands of the program.
Turn now, flip backwards, turn again. It is an instruction for a dance.
Pretty much.

The text you can read in the PodofoImpose plans was taken from what Ludi
and me did by hand. One of us was folding the paper, and the other was writing
it into the plan. I think a lot of the things we talk about, are putting things from
the real world into the computer. But you are putting things from the computer
into the real world.
Can you describe again these two types of imposition, the first one being
very familiar to us. It must be the most frequently asked question on the
Scribus mailing list: How to do imposition. Even the most popular search
term on the OSP website is ‘Bookletprinting’. But what is the difference with
the plan for a 3D object? A classic imposition plan is also somehow about
turning a flat surface into a three dimensional object?
It is almost translatable. I’m reworking the 3D version to be able to
incorporate the flat folding. It is not quite there yet, the problem is the
connection between the pages. Currently, in the 3D version, you have a
shape that has a definitive form and that controls how things bleed across
the edges. When you have a piece of paper for a normal imposition, the
pages that are next to each other in the physical form are not necessarily
related to each other at all in the actual piece of paper. Right now, the piece
of paper you use for the 3D model is very defined, there is no flexibility.
Give me a few months!
So it is very different actually.

It is a different approach. One person wanted to do flexagons, it is sort
of like origami I guess, but it is not quite as complicated. You take a piece
of paper, cut out a square and another square, and than you can fold it and
you end up with a square that is actually made up of four different sections.
Than you can take the middle section, and you get another page and you can
81

keep folding in strange ways and you get different pages. Now the question
becomes: how do you define that page, that is a collection of four different
chunks of paper? I’m working on that!
We talk about the move from 2D to 3D as if these pages are empty. But
you actually project images on them and I keep thinking about maps, transitional objects where physical space is projected on paper which then becomes a
second real space and so on. Are you at all interested in maps?
A little bit. I don’t really want to because it is such a well-explored
field already. Already for many hundreds of years the problem is how do
you represent a globe onto a more or less two dimensional surface. You
have to figure out a way to make globe gores or other ways to project it and
than glue it on to a ball for example. There is a lot of work done with that
particular sort of imagery, but I don’t know.
Too many people in the field!

Yes. One thing that might be interesting to do though is when you have
a ball that is a projection surface, then you can do more things, like overlays
onto a map. If you want to simulate earthquakes for example. That would
be entertaining.
And the panoramic images you make, do you use special equipment for
this?

For the first couple that I made, I made this 30-sided polyhedron that
you could mount a camera inside and it sat on a base in a particular way so
you could get thirty chunks of images from a really cheap point and shoot
camera. You do all that, and you have your thirty images and it is extremely
laborious to take all these thirty images and line them up. That is why I
made the 3D portion of Laidout, it was to help me do that in an easier
fashion. Since then I’ve got a fish-eyed lens which simplifies things quite
considerably. Instead of spending ten hours on something, I can do it in ten
minutes. I can take 6 shots, and one shot up, one shot down. In Hugin you
can stitch them all together.

And the kinds of things you photograph? We saw the largest rodent on
earth? How do you pick a spot for your images?
82

I am not really sure. I wander around and than photograph whatever
stands out. I guess some unusual configuration of architecture frequently
or sometimes a really odd event, or a political protest sometimes. The trick
with panoramas is to find an area where something is happening all over
the globe. Normally, on sunny days, you take a picture and all your image
is blank. As pretty as the blue sky is, there is not a lot going on there
particularly.
Panoramic images are usually spherical or circular. Do you take certain
images with a specific projection surface in mind?
To an extent. I take enough images. Once I have a whole bunch of
images, the task is to select a particular image that goes with a particular
shape. Like cubes there are few lines and it is convenient to line them up to
an actual rectangular space like a room. The tetrahedron made out of cones,
I made one of Mount St. Helens, because I thought it was an interesting
way to put the two cones together. You mentioned 3D printers earlier, and
one thing I would like to do is to extend the panoramic image to be more
like a progression. For most panoramic images, the focal point is a single
point in space. But when you walk along a trail, you might have a series of
photographs all along. I think it could be an interesting work to produce,
some kind of ellipsoidal shape with a panoramic image that flows along the
trail.
Back to Laidout, and keeping with the physical and the digital. Would
there be something like a digital papercut?
Not really. Maybe you can have an Arduino and a knife?
I was more imagining a well placed crash?

In a sense there is. In the imposition view, right now I just have a green
bar to tell where the binding is. However when you do a lot of folds, you
usually want to do a staple. But if you are stapling and there is not an actual
fold there, than you are screwed.

83

The following statements were recorded by Urantsetseg
Ulziikhuu (Urana) in 2014. She studied communication in
Istanbul and Leuven and joined Constant for a few months
to document the various working practices at Constant
Variable. Between 2011 and 2014, Variable housed studios
for Artists, Designers, Techno Inventors, Data Activists,
Cyber Feminists, Interactive Geeks, Textile Hackers, Video
Makers, Sound Lovers, Beat Makers and other digital creators who were interested in using F/LOS software for
their creative experiments.

Why do you think people should use and or practice
Open Source software? What is in it for you?
Urantsetseg Ulziikhuu

The knitting machine that I am using normally has a
computer from the eighties. Some have these scanners that are really old
and usually do not work anymore. They became obsolete. If it wasn’t for
Open Source, we couldn’t use these technologies anymore. Open Source
developers decided that they should do something about these machines and
found that it was not that complicated to connect these knitting machines
directly to computers. I think it is a really good example how Open Source
is important, because these machines are no longer produced and industry
is no longer interested in producing them again, and they would have died
without further use.
The idea that Open Source is about sharing is also important. If you try to
do everything from zero, you just never advance. Now with Open Source, if
somebody does something and you have access to what they do, and you can
take it further and take it into a different direction.

Claire Williams

99

I haven’t always used Open Source software. It started
at the Piet Zwart Institute where there was a decision made by Matthew
Fuller and Femke Snelting who designed the program. They brought a
bunch of people together that asked questions about how our tools influence
practice, how they are used. And so, part of my process is then teaching in
that program, and starting to use Free Software more and more. I should
say, I had already been using one particular piece of Free Software which
is FFmpeg, a program that lets you work with video. So there again there
was a kind of connection. It was just by the virtue of the fact that it was
one of the only tools available that could take a video, pull out frames,
work with lots of different formats, just an amazing tool. So it started with
convenience. But the more that I learned about the whole kind of approach
of Open Source, the more Open Source I started to use. I first switched from
MacOSX to maybe Dual Booting and now indeed I am pretty much only
using Open Source. Not exclusively Open Source, because I occasionally use
platforms online that are not free, and some applications.
I am absolutely convinced that when you use these tools, you are learning
much more about inner workings of things, about the design decisions that
go into a piece of software so that you are actually understanding at a very
deep level, and this then lets you move between different tools. When
tools change, or new things are offered, I think it is really a deep learning
that helps you for the future. Whereas if you just focus on the specific
particularities of one platform or piece of software, that is a bit fragile and
will inevitably be obsolete when a software stops being developed or some
kind of new kind of way of working comes about.
Michael Murtaugh

I use Open Source software every day, as I have
Debian on my laptop. I came to it through anarchism – I don’t have a tech
background – so it’s a political thing mainly. Not that F/LOSS represents
a Utopian model of production by any means! As an artist it fits in with
my interest in collaborative production. I think the tools we use should be
malleable by the people who use them. Unfortunately, IT education needs
to improve quite a lot before that ideal becomes reality.
Politically, I believe in building a culture which is democratic and malleable
by its inhabitants, and F/LOSS makes this possible in the realm of software.
The benefits as a user are not so great unless you are tech-savvy enough to
really make use of that freedom. The software does tend to be more secure
Eleanor Greenhalgh

100

and so on, though I think we’re on shaky ground if we try to defend F/LOSS
in terms of its benefits to the end user. Using F/LOSS has a learning curve,
challenges which I put up with because I believe in it socially. This would
probably be a different answer from say, a sysadmin, someone who could see
really concrete benefits of using F/LOSS.
Actually I came from Open Content and alternative licensing to the technical side of using GNU/Linux. My main motivation
right now is the possibility to develop a deeper relationship with my tools.
For me it is interesting to create my own tools for my work, rather than
to use something predefined. Something everyone else uses. With Free
Software this is easier – to invent tools. Another important point is that
with Free Software and open standards it’s more likely that you will be able
to keep track of your work. With proprietary software and formats, you are
pretty much dependent on decisions of a software company. If the company
decides that it will not continue an application or format, there is not much
you can do about it. This happened to users of FreeHand. When Adobe
acquired their competitor Macromedia they decided to discontinue the development of FreeHand in favour of their own product Illustrator. You can
sign a petition, but if there is no commercial interest, most probably nothing
will happen. Let’s see what happens to Flash.

Christoph Haag

I studied sculpture, which is a very solitary way of working. Already through my studies, this idea of an artist sitting around in a
studio somewhere, being by himself, just doing his work by himself, didn’t
make sense to me. It is maybe true for certain people, but it is definitely
not true to me today, the person I am. I always integrated other people into
my work, or do collaborative work. I don’t really care about this ‘it is my
work’ or ‘it is your work’, if you do something together, at some point the
work exists by itself. For me, that is the greatest moment, it is just independent. It actually rejoins the authorship question, because I don’t think
you can own ideas. You can kind of put them out there and share them.
It is organic, like things that can grow and that they will become bigger
and bigger, become something else that you couldn’t have ever thought. It
makes the horizon much bigger. It is a different way of working I guess.
The obvious reason is that it is free, but the sharing philosophy is really at
the core of it. I have always thought that when you share things, you do not
Christina Clar

101

get back things instantly, but you do get so much things in another way,
not in the way you expect. But if you put in a idea out, use tools that are
open and change them, put them out again. So there is lot of back and
forth of communication. I think that is super important. It is the idea of
evolving together, not just by ourselves. I really do believe that we do evolve
much quicker if we are together than everybody trying to do things by his
or herselves. I think it is very European idea to get into this individualism,
this thinking of idea of doing things by myself, my thing. But I think we
can learn a lot from Asia, just ways of doing, because there community is
much more important.
I don’t necessarily develop like software or codes, because I am not a software developer. But I would say, I am involved in
analog way. I do use Open Source software, although I have to say I do not
much with computers. Most of my work is analog. But I do my researches
on the website. I am a user.
I started to develop an antipathy against large corporations, operating systems or softwares, and started to look for alternatives. Then you come to the
Linux system and Ubuntu which has a very user-friendly interface. I like the
fact that behind the software that I am using, there is a whole community,
who are until now without major financial interests and who develop tools
for people like me. So now I am totally into Open Source software, and I
try to use as much as I can. So my motivation would be I want to get off
the track of big corporates who will always kind of lead you into consuming
more of their products.
John Colenbrander

What does Free Culture mean to you? Are you taking
part in a ‘Free Culture Movement’?
Urantsetseg Ulziikhuu

Michael Murtaugh I’d like to think so, but I realised of that it is quite
hard. Only now, I am seriously trying to really contribute back to projects
and I wouldn’t even say that I am an active contributer to Free Software
projects. I am much more of a user and part of the system. I am using it in
my teaching and my work, but now I try to maybe release software myself in
some way or I try to create projects that people could actually use. I think

102

it is another kind of dimension of engagement. I haven’t really fully realised
it, so yes for that question if I am contributing to Free Culture. Yes, but I
could go lot deeper.
John Colenbrander I am a big supporter of the idea of Free Culture. I
think information should be available for people, especially for those who
have little access to information. I mean we live in the West and we have
access to information more or less with physical libraries and institutions
where we can go. Specially in Asia, South America, Africa this is very
important. There is a big gap between those who have access to knowledge
and those don’t have access to knowledge.
That’s a big field to explore to be able to open up information to people who
have very poor access to information. Maybe they are not even able to write
or read. That’s already is a big handicap. So I think it is a big mission in
that sense.

Could Free Culture be seen as an opposition to commercialism?
Urantsetseg Ulziikhuu

Michael Murtaugh It is a tricky question. I think no matter what, if you
go down the stack, in terms of software and hardware, if you get down to
the deepest level of a computer then there is little free CPU design. So I
think it is really important to be able to work in this kind of hybrid spaces
and to be aware of then how free Free is, and always look for alternatives
when they are available. But to a certain degree, I think it is really hard to
go for a total absolute. Or it is a decision, you can go absolute but that may
mean that you are really isolated from other communities. So that’s always
a bit of balancing act, how independent can you be, how independent you
want to be, how big does your audience need to be, or you community needs
to be. So that’s a lot of different decisions. Certainly, when I am working
in the context of an art school with design practitioners, you know it is not
always possible to really go completely independent and there are lots of
implications in terms of how you work and whom you can work with, and
the printers you can work with. So it is always a little bit of trade-off, but it
is important to understand what the decisions are.

103

Eleanor Greenhalgh I think the idea of a Free Culture movement is very
exciting and important. It has always gone on, but stating it in copyrightaware terms issues an important challenge to the ‘all rights reserved’ statusquo. At the same time I think it has limitations, at least in its current form.
I’m not sure that rich white kids playing with their laptops is necessarily a
radical act. The idea and the intention are very powerful though, because
it does have the potential to challenge the way that power – in the form of
‘intellectual property’ – is distributed.
Christoph Haag Copyright has become much more enforced over the last
years than it was ever before. In a way, culture is being absorbed by companies trying to make money out of it. And Free Culture developed as a
counter movement against this. When it comes to mainstream culture, you
are most often reduced to a consumer of culture. Free Culture then is a
obvious reaction. The idea of culture where you have the possibility to engage again, to become active and create your version, not just to consume
content.

How could Open Source software be economically sustainable, in a way that is beneficial for both developers/creators and users?
Urantsetseg Ulziikhuu

Eleanor Greenhalgh That’s a good question! A very hard one. I’m not
involved enough in that community to really comment on its economic future. But it does, to me, highlight what is missing from the analysis in
Free Culture discourse, the economic reality. It depends on where they (developers) work. A lot of them are employed by companies so they get a
salary. Others do it for a hobby. I’d be interested to get accurate data on
what percentage of F/LOSS developers are getting paid, etc. In the absence
of that data, I think it’s fair to say it is an unsolved problem. If we think
that developers ‘should’ be compensated for their work, then we need to talk
about capitalism. Or at least, about statutory funding models.

104

It is interesting that you used both ‘sustainability’ and
‘economic viability’. And I think those are two things very often in opposition. I am doing a project now about publishing workflows and future electronic publishing forums. And that was the one thing we looked at. There
were several solutions on the market. One was a platform called ‘Editorial’
which was a very nice website that you could use to mark down texts collaboratively and and then it could produce ePub format books. After about
six months of running, it closed down as many platforms do. Interestingly,
in their sign-off message it said: You have a month to get your stuff out of the
website, and sorry we have decided not to Open Source the project. As much as
we loved making it, it was just too much work for us to keep this running. In
terms of real sustainability, Open Source of course would have allowed them
to work with anybody, even if it is just a hobby.
Michael Murtaugh

It is very related to passion of doing these things.
Embroidering machines have copyrighted softwares installed. The software
itself is very expensive, around 1000 , and the software for professionals is
6000 to buy. Embroidering machines are very expensive themselves too.
These softwares are very tight and closed, you even have to have special USB
key for patterns. And there are these two guys who are software developers,
they are trying to come up with a format which all embroidering machines
could read. They take their time to do this and I think in the end if the
project works out, they will probably get attention and probably get paid
also. Because instead of giving 1000 to copyrighted software, maybe you
would be happy to give 50 to these people.
Claire Williams

105

Date: Thu, 12 Sep 2013 15:50:25 +0200
From: FS
To: OSP

Dear OSP,

For a long time I have wanted to organise a conversation with you
about the place and meaning of distributed version control in OSP
design work. First of all because after three years of working with
Git intensely, it is a good moment to take stock. It seems that many
OSP methods, ideas and politics converge around it and a conversation discussing OSP practice linked to this concrete (digital) object
could produce an interesting document; some kind of update on what
OSP has been up to over the last three years and maybe will be in
the future. Second: Our last year in Variable has begun. Under the
header Etat des Lieux, Constant started gathering reflections and documents to archive this three year working period. One of the things
I would like to talk about is the parallels and differences between a
physical studio space and a distributed workflow. And of course I am
personally interested in the idea of ‘versions’ linked to digital collaboration. This connects to old projects and ideas and is sparked again
by new ones revived through the Libre Graphics Research Unit and
of course Relearn.
I hope you are also interested in this, and able to make time for it. I
would imagine a more or less structured session of around two hours
with at least four of you participating, and I will prepare questions
(and cake).
Speak soon!
xF

109

How do you usually explain Git to design students?
Before using Git, I would work on a document. Let’s say a layout, and to
keep a trace of the different versions of the layout, I would append _01, _02
to the files. That’s in a way already versioning. What Git does, is that it
makes that process somehow transparent in the sense that, it takes care of
it for you. Or better, you have to make it take care for you. So instead of
having all files visible in your working directory, you put them in a database,
so you can go back to them later on. And then you have some commands to
manipulate this history. To show, to comment, to revert to specific versions.
More than versioning your own files, it is a tool to synchronize your work
with others. It allows you to work on the same projects together, to drive
parallel projects.
It really is a tool to make collaboration easier. It allows you to see differences.
When somebody proposes you a new version of a file, it highlights what has
changed. Of course this mainly works on the level of programming code.
Did you have any experience with Git before working with OSP?
Well, not long before I joined OSP, we had a little introduction to Mercurial,
another versioning software, at school in 2009. Shortly after I switched to
Git. I was working with someone else who was working with Git, and it was
so much better.
Alex was interested in using Git to make Brainch 1 . We wanted to make a web
application to fork texts that are not code. That was our first use of Git.
I met OSP through Git in a way. An intern taught me the program and he
said: Eric once you’ll get it, you’ll get so excited!. We were in the cafeteria of
the art school. I thought it was really special, like someone was letting me
in on a secret and we we’re the only ones in the art school who knew about
it. He thought me how to push and pull. I saw quickly how Git really
is modeled on how culture works. And so I felt it was a really interesting,
promising system. And then I talked about it at the Libre Graphics Meeting
in 2010, and so I met OSP.
1

A distributed text editing platform based on Django and Git http://code.dyne.org/brainch

110

I started to work on collaborative, graphic design related stuff when I was
developing a font manager. I’ve been connected to two versioning systems
and mainly used SVN. Git came well after, it was really connected to web
culture, compared to Subversion, which is more software related.
What does it mean that Git is referred to as ‘distributed versioning’?
The first command you learn in Git, is the clone command. It means that
you make a copy of a project that is somehow autonomous. Contrary to
Subversion you don’t have this server-client architecture. Every repository
is in itself a potential server and client. Meaning you can keep track of your
changes offline.
At some point, you decided to use ‘distributed versioning’ rather than a
centralized system such as Subversion. I remember there was quite some
discussion ...
I was not hard to convince. I had no experience with other versioning
systems. I was just excited by the experience that others had with this new
tool. In fact there was this discussion, but I don’t remember exactly the
arguments between SVN or Git. For what I remember Git was easier.
The discussion was not really on the nature of this tool. It was just: who
would keep Git running for OSP? Because the problem is not the system in
itself, it’s the hosting platform. We didn’t find any hosted platform which
fitted our taste. The question was: do we set up our own server, and who is
going to take care of at. At this time Alex, Steph and Ivan were quite excited
about working with Git. And I was excited to use Subversion instead, but I
didn’t have to time to take care of setting it up and everything.
You decided not to use a hosted platform such as Gitorious or GitHub?
I guess we already had our own server and were hosting our own projects. But
Pierre you used online platforms to share code?
When I started developing my own projects it was kind of the end of
SourceForge. 2 I was looking for a tool more in the Free Software tradition.
2

SourceForge is a web based source code repository. It was the first platform to offer this
service for free to Open Source projects.

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There was gna, and even though the platform was crashing all the time, I
felt it was in line with this purpose.
If I remember correctly, when we decided between Git and Subversion,
Pierre, you were also not really for it because of the personality of its main
developer, Linus Torvalds. I believe it was the community aspect of Git that
bothered you.

Well Git has been written to help Linus Torvalds receive patches for the
Linux kernel; it is not aimed at collaborative writing. It was more about
making it convenient for Linus. And I didn’t see a point in making my
practice convenient for Linus. I was already using Subversion for a while
and it was really working great at providing an environment to work together with a lot of people and check out different versions. Anything you
expect from a versioning system was there, all elements for collaborative
work were there. I didn’t see the point to change for something that didn’t
feel as comfortable with, culturally. This question of checking out different
directories of repositories was really important to me. At this time (Git has
evolved a lot) it was not possible to do that. There were other technical
aspects I was quite keen of. I didn’t see why to go for Git which was not
offering the same amount of good stuff.

But then there is this aspect of distribution, and that’s not in Subversion.
If some day somebody decides to want a complete copy of an OSP project,
including all it’s history, they would need to ask us or do something complicated to give it to them.

I was not really interested in this ‘spreading the whole repository’. I was
more concerned about working together on a specific project.

It feels like your habit of keeping things online has shifted. From making
an effort afterwards to something that happens naturally, as an integral
part of your practice.

It happened progressively. There is this idea that the Git repository is linked
to the website, which came after. The logic is to keep it all together and
linked, online and alive.
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That’s not really true ... it was the dream we had: once we have Git, we
share our files while working on them. We don’t need to have this effort
afterwards of cleaning up the sources and it will be shareable. But it is not
true. If we do not put an effort to make it shareable it remains completely
opaque. It requires still an investment of time. I think it takes about 10%
of time of the project, to make it readable from the outside afterwards.

Now, with the connection to our public website, you’re more conscious that all
the files we use are directly published. Before we had a Git web application that
allowed someone to just browse repositories, but it was not visual, so it was hard
to get into it. The Cosic project is a good example. Every time I want to show
the project to someone, I feel lost. There are so many files and you really don’t
know which ones to open.

Maybe, Eric, you can talk about ‘Visual Culture’?

Basically ‘Visual Culture’ is born out of this dream I talked about just now.
That turns out not to be true, but shapes our practice and helps us think
about licensing and structuring and all those interesting questions. I was
browsing through this Git interface that Stéphanie described, and thought
it was a missed opportunity, because here is this graphic design studio,
who publishes all their works, while they are working. Which has all kind
of consequences but if you can’t see it, if you don’t know anything about
computer programming, you have no clue on what’s going on. And also,
because it’s completely textual. And for example a .sla file, if you don’t know
about Open Source, if you don’t know about Scribus it could as well be
salad. It is clear that Git was made for text. It was the idea to show all the
information that is already there in a visual form. But an image is an image,
and type is a typeface, and it changes in a visual way. I thought it made
sense for us to do. We didn’t have anyone writing posts on our blog. But
we had all this activity in the Git repository.
It started to give some schematic view on our practice, and renders the current
activity visible, very exciting. But it is also very frustrating because we have lots
of ideas and very little time to implement them. So the ‘Visual Culture’ project
is terribly late on the ball comparing to our imagination.
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Take by example the foundry. Or the future potential of the ‘Iceberg’ folders. Or
our blog that is sometimes cruelly missing. We have ways to fill all these functions
with ‘Visual Culture’ but still no time to do it!
In a way you follow established protocols on how Open Source code is
usually published. There should be a license, a README file ... But OSP
also decided to add a special folder, which you called ‘Iceberg’. This is a
trick to make your repository more visual?

Yeah, because even if something is straightforward to visualise, it helps if
you can make a small render of it. But most of the files are a accumulation
of files, like a webpage. The idea is that in the ‘Iceberg’ folder, we can put a
screenshot, or other images ...

We wanted the files that are visible, to be not only the last files added. We wanted
to be able to show the process. We didn’t want it to be a portfolio and just show
the final output. But we wanted to show errors and try-outs. I think it’s not only
related to Git, but also to visual layout. When you want to share software, we
say release early, release often, which is really nice. But it’s not enough to just
release, because you need to make it accessible to other people to understand what
they are reading. It’s like commenting your code, making it ... I don’t want to
say ‘clean’ ... legible, using variable names that people can understand. Because,
sometimes when we code just for ourselves I use French variables so that I’m sure
that it’s not word-protected by the programming language. But then it is not
accessible to many people. So stuff like that.
You have decided to use a tool that’s deeply embedded in the world of
F/LOSS. So I’ve always seen your choice for Git both as a pragmatic
choice as well as a fan choice?

Like as fans of the world of Open Source?

Yes. By using this tool you align yourself, as designers, with people that
develop software.

I’m not sure, I join Pierre on his feelings towards Linus Torvalds, even
though I have less anger at him. But let’s say he is not someone I especially
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like in his way of thinking. What I like very much about Git is the distributed aspect. With it you can collaborate without being aligned together.
While I think Linus Torvalds idea is very liberal and in a way a bit sad, this
idea that you can collaborate without being aligned, without going through
this permission system, is interesting. With Scribus for example, I never
collaborated on it, it’s such a pain to got through the process. It’s good and
bad. I like the idea of a community which is making a decision together, at
the same time it is so hard to enter this community that you just don’t want
to and give up.
How does it feel, as a group of designer-developers, to adopt workflows,
ways of working, and also a vocabulary that comes from software development?

On the one hand it’s maybe a fan act. We like this movement of F/LOSS
development which is not always given the importance it has in the cultural
world. It’s like saying hey I find you culturally relevant and important. But
there’s another side to it. It’s not just a distant appropriation, it’s also the fact
that software development is such a pervasive force. It’s so much shaping
the world, that I feel I also want to take part in defining what are these
procedures, what are these ways of sharing, what are these ways of doing
things. Because I also feel that if I ask someone from another field as
a cultural actor, and take and appropriate these mechanisms and ways of
doing, I will be able to influence what they are. So there is the fan act, and
there’s also the act of trying to be aware of all the logic contained in these
actions.

And from another side, in the world of graphic design it is also a way to
affirm that we are different. And that we’re really engaged in doing this
and not only about designing nice pictures. That we really develop our own
tools.

It is a way to say: hey, we’re not a kind of politically engaged designers with
a different political goal each next half month, and than we do a project
about it. It really impacts our ecosystem, we’re serious about it.
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It’s true that, before we started to use Git, people asked: So you’re called
Open Source Publishing, but where are your sources? For some projects you
could download a .zip file but it was always a lot of trouble, because you needed
to do it afterwards, while you were already doing other projects.

Collaboration started to become a prominent part of the work; working
together on a project. Rather than, oh you do that and when you are finished
you send the file over and I will continue. It’s really about working together on
a project. Even if you work together in the same space, if you don’t have a
system to share files, it’s a pain in the ass.
After using it for a few years, would you say there are parts of in Git
where you do not feel at home?

In Git, and in versioning systems in general, there is that feeling that the
latest version is the best. There is an idea of linearity, even though you can
have branches, you still have an idea of linearity in the process.

Yes, that’s true. We did this workshop Please computer let me design, the first
time was in a French school, in French, and the second time for a more European
audience, in English. We made a branch, but then you have the default branch the English one - you only see that one, while they are actually on the same level.

So the convention is to always show the main branch, the ‘master’?

In a way there is no real requirement in Git to have a branch called ‘master’.
You can have a branch called ‘English’ and a branch called ‘French’. But
it’s true that all the visualization software we know (GitHub or Gitorious
are ways to visualize the content of a Git repository), you’ll need to specify
which is the branch that is shown by default. And by default, if you don’t
define it, it is ‘master’.
For certain types of things such as code and text it works really well, for
others, like you’re making a visual design, it’s still very hard to compare
differences. If I make a poster for example I still make several files instead of
branches, so I can see them together at once, without having to check-out
another branch. Even in websites, if I want to make a layout, I’ll simply make
a copy of the HTML and CSS, because I want to be able to test out and
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compare them. It might be possible with branches, it’s just to complicated.
Maybe the tools to visualize it are not there ... But it’s still easier to make
copies and pick the one you like.

It’s quite heavy to go back to another version. Also working collaboratively is
actually quite heavy. For example in workshops, or the ‘Balsamine’ project ... we
were working together on the same files at the same time, and if you want to share
your file with Git you’ll have to first add your file, then commit and pull and
push, which is four commands. And every time you commit you have to write
a message. So it is quite long. So while we were working on the .css for ‘Visual
Culture’, we tried it in Etherpad, and one of us was copying the whole text file
and committing.

So you centralized in the end.

It’s more about third-party visual software. Let’s say Etherpad for example,
it’s a versioning system in itself. You could hook into Git through Etherpad
and each letter you type could be a commit. And it would make nonsense
messages but at the same time it would speed up the process to work together. We can imagine the same thing with Git (or any other collaborative
working system) integrated into Inkscape. You draw and every time you save
... At some point Subversion was also a WebDav server, it means that for
any application it was possible to plug things together. Each time you would
save you file it would make a commit on the server. It worked pretty well
to bring new people into this system because it was just exactly the same as
the OpenOffice, it was an open WebDav client. So it was possible to say to
OpenOffice that you, where you save is a disk. It was just like saving and it
was committing.

I really agree. From the experience of working on a typeface together in
Git with students, it was really painful. That’s because you are trying to
do something that generates source code, a type design program generates
source code. You’re not writing it by hand, and if you then have two versions
of the type design program, it already starts to create conflicts that are quite
hard. It’s interesting to bring to models together. Git is just an architecture
on how to start your version, so things could hook into it.
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For example with Etherpad, I’ve looked into this API the other day, and
working together with Git, I’m not sure if having every Etherpad revision
directly mapped to a Git revision would makes sense if you work on a project
... but at the same time you could have every saved revision mapped to a
Git revision. It’s clear Git is made for asynchronous collaboration process.
So there is Linus in his office, there are patches coming in from different
people. He has the time also to figure out which patch needs to go where.
This doesn’t really work for the Etherpad-style-direct-collaboration. For
me it’s cool to think about how you could make these things work together.
Now I’m working on this collaborative font editor which does that in some
sort of database. How would that work? It would not work if every revision
would be in the Git. I was thinking you could save, or sort of commit, and
that would put it in a Git repository, this you can pull and push. But if
you want to have four people working together and they start pulling, that
doesn’t work on Git.

I never really tried Sparkleshare, that could maybe work? Sparkleshare is making
a commit message every time you save a document. In a way it works more like
Dropbox. Every time you save it’s synchronized with the server directly.

So you need to find a balance between the very conscious commits you
make with Git and the fluidness of Etherpad, where the granularity is
much finer. Sparkleshare would be in between?
I think it would be interesting to have this kind of Sparkleshare behaviour, but
only when you want to work synchronously.

So you could switch in and out of different modes?

Usually Sparkleshare is used for people who don’t want to get to much involved
in Git and its commands. So it is really transparent: I send my files, it’s synchronized. I think it was really made for this kind of Dropbox behaviour. I think
it would make sense only when you want to have your hands on the process. To
have this available only when you decide, OK I go synchronous. Like you say,
if you have a commit for every letter it doesn’t make sense.
It makes sense. A lot of things related to versions in software development
is meant to track bugs, to track programming choices.
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I don’t know for you ... but the way I interact with our Git repository since we
started to work with it ... I almost never went into the history of a project. It’s
just, it really never happened to go back into this history, to check out an old
version.

I do!

Some neat feature of Git is the dissect command. To find where it broke.

You can top from an old revision that you know that works and then track
down, like checkout, track down the bug.

Can you give a concrete example, where that would be useful, I mean,
not in code.

Not code, okay. That I don’t know.

In a design, like visual design, I think it never happens. It happens on websites,
on tools. Because there is a bug, so you need to come back to see where it broke.
But for a visual design I’m not sure.

It’s true, also because as you said before, with .svg files or .sla files we often
have several duplicates. I sometimes checkout those. But it’s true it’s often
related to merge problems. Or something, you don’t know what to do, so
you’ll just check-out, to go back to an earlier version.

It would be interesting for me to really look at our use of Git and map some
kind of tool on top of a versioning system. Because it’s not even versioning,
it is also a collaborative workflow, and to see what we mean. Just to use
maybe some feature of Git or whatever to provide the services we need and
really see what we exactly work with. And, this kind of thing where we
want to see many versions at the same time, to compare seems important.
Well it’s the kind of thing that could take advantage of a versioning system,
to build.
It is of course a bit strange that if you want to see different versions next
to each other you have to go back in time. It’s a kind of paradox, no?

But then you can’t see them at the same time
Exactly, no.

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Because there is no way to visualize your trip back in history.

Well I think, something you could all have some interesting discussion
about, is the question of exchange. Because now we are talking about the
individual. We’ve talked how it’s easier to contribute to Git based projects
but to be accepted into an existing repository someone needs to say okay,
I want it, which is like SVN. What is easier, is to publish you’re whole
Git repository online, with the only difference from the the first version,
is that you added your change, but it means that in proposing a change
you are already making a new cultural artifact. You’re already putting a new
something there. I find this to be a really fascinating phenomena because
it has all kinds of interesting consequences. Of course we can look at it
the way of, it’s the cold and the liberal way of doing things. Because the
individual is at the center of this, because you are on your own. It’s your
thing in the first place, and then you can see if it maybe becomes someone
else’s thing too. So that has all kinds of coldness about it and it leads to
many abandoned projects and maybe it leads to a decrease of social activity
around specific projects. But there’s also an interesting part of it, where it
actually resembles quite well how culture works in the first place. Because
culture deals with a lot redundancy, in the sense that we can deal with many
kinds of very similar things. We can have Akzidenz Grotesk, Helvetica and
the Akkurat all at the same time, and they have some kind of weird cultural
lineage thing going on in between them.

Are there any pull requests for OSP?
We did have one.

Eric is right to ask about collaboration with others, not only how to work
internally in a group.

That’s why GitHub is really useful. Because it has the architecture to exchange
changes. Because we have our own server it’s quite private, it’s really hard to
allow anyone to contribute to fonts for example. So we had e-mails: Hey here’s
a new version of the font, I did some glyphs, but also changed the shape of
the A. There we have two different things, new glyphs is one thing, we could say
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we take any new glyph. But changing the A, how do you deal with this? There’s
a technical problem, well not technical ...

An architectural problem?

Yeah, we won’t add everyone’s SSH-key to the server because it will be endless
to maintain. But at the same time, how do you accept changes? And then, who
decides what changes will be accepted?

For the foundry we decided to have a maintainer for each font project.

It’s the kind of thing we didn’t do well. We have this kind of administrative
way of managing the server. Well it’s a lot of small elements that all together
make it difficult. Let’s say at some point we start to think maybe we need to
manage our repositories, something a bit more sophisticated then Gitolite. So we
could install something like Gitorious. We didn’t do it but we could imagine
to rebuild a kind of ecosystem where people have their own repositories and
do anything we can imagine on this kind of hosting service. Gitorious is a
Free Software so you can deploy it on your own server. But it is not trivial
to do.
Can you explain the difference between Gitorious and GitHub?

Gitorious is first a free version, it’s not a free version of Git but GitHub. One
is free and one is not.
Meaning you can not install GitHub on your own server.

Git is a storage back-end, and Gitorious or GitHub are a kind of web application to interact with the repository and to manage them. And GitHub
is a program and a company deploying these programs to offer both a commercial service and a free-of-charge service. They have a lot of success with
the free service Git in a sense. And they make a lot of money at providing
the same service, exactly the same, just it means that you can have private
space on the server. It’s quite convenient, because the tools are really good
to manage repositories. And Gitorious I don’t exactly know what is their
business model, they made all their source code to run the platform Free
Software. It means they offer a bit less fancy features.
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A bit less shiny?

Yeah, because they have less success and so less money to dedicate to development of the platform. But still it’s some kind of easy to grasp web interface
management, repositories manager. Which is quite cool. We could do that,
to install this kind of interface, to allow more people to have their repositories on the OSP-server. But here comes the difficult thing: we would need
a bit more resources to run the server to host a lot of repositories. Still this
moment we have problems sometimes with the server because it’s not like
a large server. Nobody at OSP is really a sysadmin, and has time to install
and setup everything nicely etcetc. And we also would have to work on the
gitorious web application to make it a bit more in line with our visual universe. Because now it’s really some kind of thing we cannot associate with
really.

Do you think ‘Visual Culture’ can leverage some of the success of GitHub?
People seem to understand and like working this way.

Well, it depends. We also meet a lot of people who come to GitHub and say,
I don’t understand, I don’t understand anything of this! Because of it’s huge
success GitHub can put some extra effort in visualization, and they started
to run some small projects. So they can do more than ‘Visual Culture’ can
do.
And is this code available?

Some of their projects are Open Source.

Some of their projects are free. Even if we have some things going on in
‘Visual Culture’, we don’t have enough manpower to finalize this project.
The GitHub interface is really specific, really oriented, they manage to do
things like show fonts, show pictures, but I don’t think they can display
.pdf. ‘Visual Culture’ is really a good direction, but it can become obsolete
by the fact that we don’t have enough resource to work on it. GitHub starts
to cover a lot of needs, but always in their way of doing things, so it’s a
problem.
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I’m very surprised ... the quality of Git is that it isn’t centralized, and nowadays everything is becoming centralized in GitHub. I’m also wondering
whether ... I don’t think we should start to host other repositories, or maybe
we should, I don’t know.
Yeah, I think we should

You do or you don’t want to become a hosting platform?

No. What I think is nice about GitHub is of course the social aspect around
sharing code. That they provide comments. Which is an extra layer on top
of Git. I’m having fantasies about another group like OSP who would use
Git and have their own server, instead of having this big centralized system.
But still have ways to interact with each other. But I don’t know how.
It would be interesting if it’s distributed without being disconnected.

If it was really easy to setup Git, or a versioning server, that would be
fantastic. But I can remember, as a software developer, when I started to
look for somewhere to host my code it was no question to setup my own
server. Because of not having time, no time to maintain, no time to deploy
etcetc. At some point we need hosting-platforms for ourselves. We have
almost enough to run our own platform. But think of all the people who
can’t afford it.
But in a way you are already hosting other people’s projects. Because
there are quite a few repositories for workshops that actually not belong
to you.

Yeah, but we moved some of them to GitHub just to get rid of the pain of
maintaining these repositories.
We wanted the students to be independent. To really have them manage
their own projects.

GitHub is easier to manage then our own repository which is still based on
a lot of files.
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For me, if we ever make this hosting platform, it should be something else then
our own website. Because, like you say, it’s kind of centralized in the way we use
it now. It’s all on the Constant server.

Not anymore?

No, the Git repositories are still on the Constant server.

Ah, the Git is still. But they are synced with the OSP server. But still, I can
imagine it would be really nice to have many instances of ‘Visual Culture’
for groups of people running their own repositories.
It feels a bit like early days of blogging.

It would be really, really nice for us to allow other people to use our services.
I was also thinking of this, because of this branching stuff. For two reasons,
first to make it easier for people to take advantage of our repository. Just
like branching our repository would be one click, just like in Gitorious or
GitHub. So I have an account and I like this project and I want to change
something, I just click on it. You’re branched into your own account and
you can start to work with it. That’s it, and it would be really convenient
for people who would like to work with our font files etc. And once we
have all these things running on our server we can think of a lot of ideas to
promote our own dynamic over versioning systems. But now we’re really a
bit stuck because we don’t have the tools we would like to have. With the
repositories, it’s something really rigid.
It is interesting to see the limits of what actually can happen. But it is
still better than the usual (In)design practices?

We would like to test GitMX. We don’t know much about it, but we would
like to use it for the pictures in high-resolution, .pdfs. We thought about it
when we were in Seoul, because we were putting pictures on a gallery, and
we were like ah, this gallery. We were wondering, perhaps if GitMX works
well, perhaps it can be separated into different types of content. And then
we can branch them into websites. And perhaps pictures of the finalized
work. In the end we have the ‘Iceberg’ with a lot of ‘in-progress’-pictures,
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but we don’t have any portfolio or book. Again because we don’t care much
about this, but at the end we feel we miss it a bit.

A narration ...

... to have something to present. Each time we prepare a presentation, we
need to start again to find back the tools and files, and to choose what we
want to send for the exhibition.

It’s really important because at some point, working with Git, I can remember telling people ...
Don’t push images!
I remember.

The repository is there to share the resources. And that’s really where it
shines. And don’t try to put all your active files in it. At some point we miss
this space to share those files.
But an image can be a recipe. And code can be an artifact. For me the
difference is not so obvious.

It is not always so clear. Sometimes the cut-off point is decided by the weight of
the file, so if it is too heavy, we avoid Git. Another is: if it is easy to compile, leave
it out of Git. Sometimes the logic is reversed. If we need it to be online even if
not a source, but simply we need to share it, we put it on the Git. Some commits
are also errors. The distinction is quite organic until now, in my experience. The
closer the practice gets to code, the more clean the versioning process is.

There is also a kind of performative part of the repository. Where a
commit counts as a proof of something ...
When I presented the OSP’s website, we had some remarks like, ah it’s good we
can see what everybody has done, who has worked.

But strangely so far there were not many reactions from partners or clients
regarding the fact that all the projects could be followed at any stage. Even budget
wise ... Mostly, I think, because they do not really understand how it works.
And sometimes it’s true, it came to my mind, should we really show our website
to clients? Because they can check whether we are working hard, or this week
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we didn’t do shit ... And it’s, I think it’s really based on trust and the type of
collaboration you want with your client. Actually collaboration and not a hierarchical relationship. So I think in the end it’s something that we have to work
on. On building a healthy relationship, that you show the process but it’s not
about control. The meritocracy of commits is well known, I think, in platforms
like GitHub. I don’t think in OSP this is really considered at all actually.

It supports some self-time tracking that is nuanced and enriched by e-mail,
calendar events, writing in Etherpads. It gives a feeling of where is the activity
without following it too closely. A feeling rather than surveillance or meritocracy.

I know that Eric ... because he doesn’t really keep track of his working hours. He
made a script to look into his commit messages to know when he worked on a
project. Which is not always truthful. Because sometimes you make a commit on
some files that you made last week, but forgot to commit. And a commit is a
text message at a certain time. So it doesn’t tell you how much time you spent on
the file.

Although in the way you decided to visualize the commits, there is a sense
of duration between the last and the commit before. So you have a sense
of how much time passed in between. Are there ways you sometimes
trick the system, to make things visible that might otherwise go missing?
In the messages sometimes, we talk about things we tried and didn’t work.
But it’s quite rare.

I kind of regret that I don’t write so much on the commits. At the beginning
when we decided to publish the messages on the homepage we talked about
this theater dialogue and I was really excited. But in the end I see that I
don’t write as much as I would like.
I think it’s really a question of the third-party programs we use. Our
messages are like a dialogue on the website. But when you write
a commit message you’re not at all in this interface. So you don’t answer
to something. If we would have the same kind of interface we have on the
website, you would realize you can answer to the previous commit message.
You have this sort of narrative thread and it would work. We are in the
commit

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middle, we have this feeling of a dialogue on one side, but because when
you work, you’re not on the website to check the history. It’s just basically, it
would be about to make things really in line with what we want to achieve.
I commit just when I need to share the files with someone else. So I wait
until the last moment.

To push you mean?

No, to commit. And then I’ve lost track of what I’ve done and then I just
write ...

But it would be interesting, to look at the different speeds of collaboration. They might need each another type of commit message.

But it’s true, I must admit that when I start working on a project I don’t read the
last messages. And so, then you lose this dialogue as you said. Because sometimes
I say, Ludi is going to work on it. So I say, OK Ludi it’s your turn now,
but the thing is, if she says that to me I would not know because I don’t read the
commit messages.

I suppose that is something really missing from the Git client. When you
you update your working copy to synchronize with the server it just
says files change, how many changes there were. But doesn’t give you the
story.
pull,

That’s what missing when you pull. It should instead of just showing which files
have changed, show all the logs from the last time you pulled.

Your earlier point, about recipes versus artifacts. I have something to add
that I forgot. I would reverse the question, what the versioning system
considers to be a recipe is good, is a recipe. I mean, in this context ‘a
recipe’ is something that works well within the versioning system. Such as
the description of your process to get somewhere. And I can imagine it’s
something, I would say the Git community is trying to achieve that fact.
Make it something that you can share easily.

But we had a bit of this discussion with Alex for a reader we made. It is going to
be published, so we have the website with all the texts, and the texts are all under
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a free license. But the publisher doesn’t want us to put the .pdfs online. I’m quite
okay with that, because for me it’s a condition that we put the sources online. But
if you really want the .pdf then you can clone the repository and make them
yourself in Scribus. It’s just an example of not putting the .pdf, but you have
everything you need to make the .pdf yourself. For me it’s quite interesting to say
our sources are there. You can buy the book but if you want the .pdf you have
to make a small effort to generate it and then you can distribute it freely. But I
find it quite interesting to, of course the easiest way would be the .pdf but in this
case we can’t. Because the publisher doesn’t want us to.

But that distinction somehow undervalues the fact that layout for example
is not just an executed recipe, no? I mean, so there is this kind of grey
area in design that is ... maybe not the final result, but also not a sort of
executable code.
We see it with ‘Visual Culture’, for instance, because Git doesn’t make it easy
to work with binaries. And the point of ‘Visual Culture’ is to make .jpegs
visible and all the kind of graphical files we work with. So it’s like we don’t
know how to decide whether we should put for instance .pdfs in the Git
repository online. Because on the one hand it makes it less manageable with
Git to work with. But on the other hand we want to make things visible on
the website.
But it’s also storage-space. If you want to clone it, if you want people to clone
it also you don’t want a 8 gigabyte repository.

I don’t know because it’s not really what OSP is for, but you can imagine, like
Dropbox has been made to easily share large files, or even files in general.
We can imagine that another company will set up something, especially
graphic designers or the graphic industry. The way GitHub did something
for the development industry. They will come up with solutions for this
very problem.
I just want to say that I think because we’re not a developer group, at the start the
commit messages were a space where you would throw all your anger, frustration.
And we first published a Git log in the Balsamine program, because we saw that.
This was the first program we designed with ConTeXt. So we were manipulating
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code for layout. The commit messages were all really funny, because Pierre and
Ludi come from a non-coding world and it was really inspiring and we decided
to put it in the publication. Then we kind of looked, Ludi says two kind of bad
things about the client, but it was okay. Now I think we are more aware that it’s
public, we kind of pay attention not to say stuff we don’t mean to ...

It’s not such an exciting space anymore as in the first half year?

It often very formal and not very, exciting, I think. But sometimes I put
quite some effort to just make clear what I’m trying to share.

And there are also commits that you make for yourself. Because sometimes, even
if you work on a project alone, you still do a Git project to keep track, to have a
history to come back to. Then you write to yourself. I think it’s also something
else. I’ve never tried it.

It’s a lot to ask in a way, to write about what you are doing while you are
doing it.

I think we should pay more attention to the first commit of a project, and
the last. Because it’s really important to start the story and to end it. I speak
about this ‘end’ because I feel overflowed by all these not-ended projects, I’m
quite tired of it. I would like us to find a way to archive projects which are
not alive any more. To find a good way to do it. Because the list of folders
is still growing, and in a way it is okay but a lot of projects are not active.

But it’s hard to know when is the last commit. With the Balsamine project it’s
quite clear, because it’s season per season. But still, we never know when it is the
last one. The last one could be solved by the ‘Iceberg’, to make the last snapshots
and say okay now we make the screenshots of the latest version. And then you close
it ... We wanted that the last one was Hey, we sent the .pdfs to the printer.
But actually we had to send it back another time because there was a mistake.
And then the log didn’t fit on the page anymore.

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At the Libre Graphics Meeting 2008, OSP sat down with
Chris Lilley on a small patch of grass in front of the
Technical University in Wroclaw, Poland. Warmed up by
the early May sun, we talked about the way standards are
made, how ‘specs’ influence the work of designers, programmers and managers and how this process is opening up to voices from outside the W3C. Chris Lilley is
trained as a biochemist, and specialised in the application
of biological computing. He has been involved with the
World Wide Web Consortium since the 1990s, headed the
Scalable Vector Graphics (SVG) working group and currently looks after two W3C activity areas: graphics, including PNG, CGM, graphical quality, and fonts, including font formats, delivery, and availability of font software.
I would like to ask you about the way standards are made ... I think there’s a
relation between the way Free, Libre and Open Source software works, and
how standards work. But I am particularly interested in your announcement
in your talk today that you want to make the process of defining the SVG
standard a public process?
Right. So, there’s a famous quote that says that standards are like sausages.
Your enjoyment of them is improved by not knowing how they’re made. 1
And to some extent, depending on the standards body and depending on
what you’re trying to standardize, the process can be very messy. If you
were to describe W3C as a business proposition, it has got to fail. You’re
taking companies who all have commercial interests, who are competing and
you’re putting them in the same room and getting them to talk together and
agree on something. Oddly, sometimes that works! You can sell them the
idea that growing the market is more important and is going to get them
more money. The other way ... is that you just make sure that you get the
managers to sign, so that their engineers can come and discuss standards,

1

Laws are like sausages. It’s better not to see them being made. Otto von Bismarck, 1815–1898

135

and then you get the engineers to talk and the managers are out of the way.
Engineers are much more forthcoming, because they are more interested in
sharing stuff because engineers like to share what they’re doing, and talk
on a technical level. The worst thing is to get the managers involved, and
even worse is to get lawyers involved. W3C does actually have all those
three in the process. Shall we do this work or not is a managerial level that’s
handled by the W3C advisory committee, and that’s where some people
say No, don’t work on that area or We have patents or This is a bad idea or
whatever. But often it goes through and then the engineers basically talk
about it. Occasionally there will be patents disclosed, so the W3C also has
a process for that. The first things are done are the ‘charters’. The charter
says what the group is going to work on a broad scope. As soon as you’ve got
your first draft, that further defines the scope, but it also triggers what it’s
called an exclusion opportunity, which basically gives the companies I think
ninety days to either declare that they have a specific patent and say what it’s
number is and say that they exclude it, or not. And if they don’t, they’ve just
given a royalty-free licence to whatever is needed to implement that spec.
The interesting thing is that if they give the royalty-free licence they don’t
have to say which patents they’re licencing. Other standards organizations
build up a patent portfolio, and they list all these patents and they say what
you have to licence. W3C doesn’t do that, unless they’ve excluded it which
means you have to work around it or something like that. Based on what
the spec says, all the patents that have been given, are given. The engineers
don’t have to care. That’s the nice thing. The engineers can just work away,
and unless someone waves a red flag, you just get on with it, and at the end
of the day, it’s a royalty-free specification.
But if you look at the SVG standard, you could say that it’s been quite a
bumpy road 2 ... What kind of work do you need to do to make a successful
standard?

Firstly, you need to agree on what you’re building, which isn’t always firm
and sometimes it can change. For example, when SVG was started the idea
was that it would be just static graphics. And also that it would be animated
2

http://ospublish.constantvzw.org/news/whos-afraid-of-adobe-not-me-says-the-mozillafoundation

136

using scripts, because with dynamic HTML and whatever, this was ’98, we
were like: OK, we’re going to use scripting to do this. But when we put it
out for a first round of feedback, people were like No! No, this is not good
enough. We want to have something declarative. We don’t want to have to write
a script every time we want something to move or change color. Some of the
feedback, from Macromedia for example was like No, we don’t think it should
have this facility, but it quickly became clear why they were saying that and
what technology they would rather use instead for anything that moved or
did anything useful ... We basically said That’s not a technical comment, that’s
a marketing comment, and thank you very much.

Wait a second. How do you make a clear distinction between marketing and
technical comments?

People can make proposals that say We shouldn’t work on this, we shouldn’t
work on that, but they’re evaluated at a technical level. If it’s Don’t do it
like that because it’s going to break as follows, here I demonstrate it then that’s
fine. If they’re like Don’t do it because that competes with my proprietary
product then it’s like Thanks for the information, but we don’t actually care.
It’s not our problem to care about that. It’s your problem to care about
that. Part of it is sharing with the working group and getting the group
to work together, which requires constant effort, but it’s no different from
any sort of managerial or trust company type thing. There’s this sort of
encouragement in it that at the end of the day you’re making the world a
better place. You’re building a new thing and people will use it and whatever.
And that is quite motivating. You need the motivation because it takes a lot
longer than you think. You build the first spec and it looks pretty good and
you publish it and you smooth it out a bit, put it out for comments and you
get a ton of comments back. People say If you combine this with this with this
then that’s not going to work. And you go Is anyone really going to do that? But
you still have to say what happens. The computer still has to know what
happens even if they do that. Ninety percent of the work is after the first
draft, and it’s really polishing it down. In the W3C process, once you get
to a certain level, you take it to what is euphemistically called the ‘last call’.
This is a term we got from the IETF. 3 It actually means ‘first call’ because

3

The Internet Engineering Task Force, http://www.ietf.org/

137

you never have just one. It’s basically a formal round of comments. You log
every single comment that’s been made, you respond to them all, people can
make an official objection if you haven’t responded to the comment correctly
etcetera. Then you publish a list of what changes you’ve made as a basis of
that.

What part of the SVG standardization process would you like to make public?

The part that I just said has always been public. W3C publishes specifications on a regular basis, and these are always public and freely available.
The comments are made in public and responded to in public. What hasn’t
been public has been the internal discussions of the group. Sometimes it
can take a long time if you’ve got a lot of comments to process or if there’s a
lot of argumentation in the group: people not agreeing on the direction to
go, it can take a while. From the outside it looks like nothing is happening.
Some people like to follow this at a very detailed level, and blog about it,
and blablabla. Overtime, more and more working groups have become public. The SVG group just recently got recharted and it’s now a public group.
All of its minutes are public. We meet for ninety minutes twice a week on
a telephone call. There’s an IRC log of that and the minutes are published
from that, and that’s all public now. 4

Could you describe such a ninety minute meeting for us?

There are two chairs. I used to be the chair for eight years or so, and then
I stepped down. We’ve got two new chairs. One of them is Erik Dahlström
from Opera, and one of them is Andrew Emmons from Bitflash. Both
are SVG implementing companies. Opera on the desktop and mobile, and
Bitflash is just on mobile. They will set out an agenda ahead of time and
say We will talk about the following issues. We have an issue tracker, we have
an action tracker which is also now public. They will be going through the
actions of people saying I’m done and discussing whether they’re actually
done or not. Particular issues will be listed on the agenda to talk about
and to have to agree on, and then if we agree on it and you have to change
the spec as a result, someone will get an action to change that back to the
4

Scalable Vector Graphics (SVG) Feedback Page:
http://www.w3.org/Graphics/SVG/feedback.html

138

spec. The spec is held into CVS so anyone in the working group can edit
it and there is a commit log of changes. When anyone accidentally broke
something or trampled onto someone else’s edit, or whatever - which does
happen - or if it came as the result of a public comment, then there will be
a response back saying we have changed the spec in the following way ... Is
this acceptable? Does this answer your comment?
How many people do take part in such a meeting?

In the working group itself there are about 20 members and about 8 or
so who regularly turn up, every week for years. You know, you lose some
people over time. They get all enthusiastic and after two years, when you
are not done, they go off and do something else, which is human nature.
But there have been people who have been going forever. That’s what you
need actually in a spec, you need a lot of stamina to see it through. It is a
long term process. Even when you are done, you are not done because you’ve
got errata, you’ve got revisions, you’ve got requests for new functionalities
to make it into the next version and so on.

On the one hand you could say every setting of a standard is a violent process,
some organisation forcing a standard upon others, but the process you describe
is entirely based on consensus.

There’s another good quote. Tim Berners Lee was asked why W3C works
by consensus, rather than by voting and he said: W3C is a consensus-based
organisation because I say so, damn it. 5 That’s the Inventor of the Web,
you know ... (laughs) If you have something in a spec because 51% of the
people thought it was a good idea, you don’t end up with a design, you end
up with a bureaucratic type decision thing. So yes, the idea is to work by
consensus. But consensus is defined as: ‘no articulated dissent’ so someone
can say ‘abstain’ or whatever and that’s fine. But we don’t really do it on
a voting basis, because if you do it like that, then you get people trying to
5

Consensus is a core value of W3C. To promote consensus, the W3C process requires Chairs
to ensure that groups consider all legitimate views and objections, and endeavor to resolve
them, whether these views and objections are expressed by the active participants of the
group or by others (e.g., another W3C group, a group in another organization, or the general
public). World Wide Web Consortium. General Policies for W3C Groups, 2005. [Online; accessed 30.12.2014]

139

make voting blocks and convince other people to vote their way ... it is much
better when it is done on the basis of a technical discussion, I mean ... you
either convince people or you don’t.
If you read about why this kind of work is done ... you find different arguments. From enhancing global markets to: ‘in this way, we will create a
better world for everyone’. In Tim Berners-Lee’s statements, these two are
often mixed. If you for example look at the DIN standards, they are unambiguously put into the world as to help and support business. With Web
Standards and SVG, what is your position?

Yes. So, basically ... the story we tell depends on who we are telling it to and
who is listening and why we want to convince them. Which I hope is not as
duplicitous as it may sound. Basically, if you try to convince a manager that
you want 20% time of an engineer for the coming two years, you are telling
them things to convince them. Which is not untrue necessarily, but that is
the focus they want. If you are talking to designers, you are telling them how
that is going to help them when this thing becomes a spec, and the fact that
they can use this on multiple platforms, and whatever. Remember: when
the web came out, to exchange any document other than plain text was extremely difficult. It meant exchanging word processor formats, and you had
to know on what platform you were on and in what version. The idea that
you might get interoperability, and that the Mac and the PC could exchange
characters that were outside ASCII was just pie in the sky stuff. When we
started, the whole interoperability and cross-platform thing was pretty novel
and an untested idea essentially. Now it has become pretty much solid. We
have got a lot of focus on disabled accessibility, and also internationalization
which is if you like another type of accessibility. It would be very easy for
an organisation like W3C, which is essentially funded by companies joining it, and therefore they come from technological countries ... it would be
very easy to focus on only those countries and then produce specifications
that are completely unusable in other areas of the world. Which still does
sometimes happen. This is one of the useful things of the W3C. There is
the internationalization review, and an accessibility review and nowadays also
a mobile accessible review to make sure it does not just work on desktops.
Some organisations make standards basically so they can make money. Some
140

of the ISO 6 standards, in particular the MPEG group, their business model
is that you contribute an engineer for a couple of years, you make a patent
portfolio and you make a killing off licencing it. That is pretty much to keep
out the people who were not involved in the standards process. Now, W3C
takes quite an opposite view. The Royalty-Free License 7 for example, explicitly says: royalty-free to all. Not just the companies who were involved
in making it, not just companies, but anyone. Individuals. Open Source
projects. So, the funding model of the W3C is that members pay money,
and that pays our salaries, basically. We have a staff of 60 odd or so, and
that’s where our salaries come from, which actually makes us quite different
from a lot of other organisations. IETF is completely volunteer based so
you don’t know how long something is going to take. It might be quick, it
might be 20 years, you don’t know. ISO is a national body largely, but the
national bodies are in practice companies who represent that nation. But in
W3C, it’s companies who are paying to be members. And therefore, when
it started there was this idea of secrecy. Basically, giving them something
for their money. That’s the trick, to make them believe they are getting
something for their money. A lot of the ideas for W3C came from the
X Consortium 8 actually, it is the same people who did it originally. And
there, what the meat was ... was the code. They would develop the code and
give it to the members of the X Consortium three months before the public
got it and that was their business benefit. So that is actually where our ‘three
month rule’ comes from. Each working group can work for three months
but then they have to go public, have to publish. ‘The heartbeat rule’, we
call it now. If you miss several heartbeats then you’re dead. But at the same
time if you’re making a spec and you’re growing the market then there’s a
need for it to be implemented. There’s an implementation page where you
encourage people to implement, you report back on the implementations,
6
7
8

International Standards for Business, Government and Society International Organization for
Standardization (ISO), http://www.iso.org
Overview and Summary of W3C Patent Policy
http://www.w3.org/2004/02/05-patentsummary.html
The purpose of the X Consortium was to foster the development, evolution, and maintenance of the
X Window System, a comprehensive set of vendor-neutral, system-architecture neutral,
network-transparent windowing and user interface standards.
http://www.x.org/wiki/XConsortium

141

you make a test suite, you show that every feature in the spec that there’s
a test for ... at least two implementations pass it. You’re not showing that
everyone can use it at that stage. You’re showing that someone can read the
spec and implement it. If you’ve been talking to a group of people for four
years, you have a shared understanding with them and it could be that the
spec isn’t understandable without that. The implementation phase lets you
find out that people can actually implement it just by reading the spec. And
often there are changes and clarifications made at that point. Obviously one
of the good ways to get something implemented is to have Open Source
people do it and often they’re much more motivated to do it. For them it’s
cool when it is new, If you give me this new feature it’s great we’ll do it rather
than: Well that doesn’t quite fit into our product plans until the next quarter
and all that sort of stuff. Up until now, there hasn’t really been a good way
for the Open Source people to get involved. They can comment on specs
but they’re not involved in the discussions. That’s something we’re trying
to change by opening up the groups, to make it easier for an Open Source
group to contribute on an ongoing basis if they want to. Right from the
beginning part, to the end where you’re polishing the tiny details in the
corner.
I think the story of web fonts shows how an involvement of the Open Source
people could have made a difference.

When web fonts were first designed, essentially you had Adobe and Apple
pushing one way, Bitstream pushing the other way, both wanting W3C to
make their format the one and only official web format, which is why you
ended up with a mechanism to point to fonts without saying what format
was required. And than you had the Netscape 4, which pointed off to a
Bitstream format, and you had IE4 which pointed off to this Embedded
Open Type (EOT) format. If you were a web designer, you had to have two
different tools, one of which only worked on a Mac, and one of which only
worked on PC, and make two different fonts for the same thing. Basically
people wouldn’t bother. As Håkon 9 mentioned the only people who do
actually use that right now really, are countries where the local language
9

Håkon Wium Lie proposed Cascading Style Sheets (CSS) in 1994.
http://www.w3.org/People/howcome/

142

is not well provided for by the Operating Systems. Even now, things like
WindowsXP and MacOSX don’t fully support some of the Indian languages.
But they can get it into web pages by using these embedded fonts. Actually
the other case where it has been used a lot, is SVG, not so much on the
desktop though it does get used there but on mobiles. On the desktop
you’ve typically got 10 or 20 fonts and you got a reasonable coverage. On a
mobile phone, depending on how high or low ended it is, you might have
a single font, and no bold, and it might even be a pixel-based font. And
if you want to start doing text that skews and swirls, you just can’t do that
with a pixel-based font. So you need to download the font with the content,
or even put the font right there in the content just so that they can see
something.
I don’t know how to talk about this, but ... envisioning a standard before
having any concrete sense of how it could be used and how it could change the
way people work ... means you also need to imagine how a standard might
change, once people start implementing it?
I wouldn’t say that we have no idea of how it’s going to work. It’s more a
case that there are obvious choices you can make, and then not so obvious
choices. When work is started, there’s always an idea of how it would fit in
with a lot of things and what it could be used for. It’s more the case that
you later find that there are other things that you didn’t think of that you
can also use it for. Usually it is defined for a particular purpose and than
find that it can also do these other things.

Isn’t it so that sometimes, in that way, something that is completely marginal,
becomes the most important?

It can happen, yes.

For me, SVG is a good example of that. As I understood it, it was planned
to be a format for the web. And as I see it today, it’s more used on the
desktop. I see that on the Linux desktop, for theming, most internals are
using SVG. We are using Inkscape for SVG to make prints. On the other
hand, browsers are really behind.
143

Browsers are getting there. Safari has got reasonably good support. Opera
has got very good support. It really has increased a lot in the last couple
of years. Mozilla Firefox less so. It’s getting there. They’ve been at it
for longer, but it also seems to be going slower. The browsers are getting
there. The implementations which I showed a couple of days ago, those
were mobile implementations. I was showing them on a PC, but they were
specially built demos. Because they’re mobile, it tends to move faster.

But you still have this problem that Internet Explorer is a slow adopter.

Yes, Internet Explorer has not adopted a lot of things. It’s been very slow
to do CSS. It hasn’t yet done XHTML, although it has shipped with an
XML parser since IE4. It hasn’t done SVG. Now they’ve got their own
thing ... Silverlight. It has been very hard to get Microsoft on board and
getting them doing things. Microsoft were involved in the early part of
SVG but getting things into IE has always been difficult. What amazes me
to some extent, is the fact that it’s still used by about 60-70% of people.
You look at what IE can do, and you look at what all the other browsers
can do, and you wonder why. The thing is ... it is still a break and some
technologies don’t get used because people want to make sure that everyone
can see them. So they go down to the lowest common denominator. Or
they double-implement. Implement something for all the other browsers,
and implement something separate for IE, and than have to maintain two
different things in parallel, and tracking revisions and whatever. It’s a nightmare. It’s a huge economic cost because one browser doesn’t implement the
right web stuff. (laughing, sighing)

My question would be: what could you give us as a kind of advice? How
could we push this adoption where we are working? Even if it only is the
people of Firefox to adopt SVG?

Bear in mind that Firefox has this thing of Trunk builds and Branch builds
and so on. For example when Firefox 3 came out, well the Beta is there.
Suddenly there’s a big jump in the SVG stuff because all the Firefox 2 was
on the same branch as 1.5, and the SVG was basically frozen at that point.
The development was ongoing but you only saw it when 3 came out. There
were a bunch of improvements there. The main missing features are the
144

animation and the web fonts and both of those are being worked on. It’s
interesting because both of those were on Acid 3. Often I see an acceleration
of interest in getting something done because there’s a good test. The Acid
Test 10 is interesting because it’s a single test for a huge slew of things all at
once. One person can look at it, and it’s either right or it’s wrong, whereas
the tests that W3C normally produces are very much like unit tests. You
test one thing and there’s like five hundred of them. And you have to go
through, one after another. There’s a certain type of person who can sit
through five hundred test on four browsers without getting bored but most
people don’t. There’s a need for this sort of aggregative test. The whole
thing is all one. If anything is wrong, it breaks. That’s what Acid is designed
to do. If you get one thing wrong, everything is all over the place. Acid 3
was a submission-based process and like a competition, the SVG working
group was there, and put in several proposals for what should be in Acid 3,
many of which were actually adopted. So there’s SVG stuff in Acid 3.

So ... who started the Acid Test?

Todd Fahrner designed the original Acid 1 test, which was meant to exercise
the tricky bits of the box-model in CSS. It ended like a sort Mondrian
diagram, 11 red squares, and blue lines and stuff. But there was a big scope
for the whole thing to fall apart into a train wreck if you got anything
wrong. The thing is, a lot of web documents are pretty simple. They got
paragraphs, and headings and stuff. They weren’t exercising very much the
model. Once you got tables in there, they were doing it a little bit more. But
it was really when you had stuff floated to one side, and things going around
or whatever, and that had something floated as well. It was in that sort of
case where it was all breaking, where people wouldn’t get interoperability.
It was ... the Web Standards Project 12 who proposed this?
Yes, that’s right.
10
11
12

The Acid 3 test: http://acid3.acidtests.org is comprehensive in comparison to more detailed,
but fragmented SVG tests:
http://www.w3.org/Graphics/SVG/WG/wiki/Test_Suite_Overview#W3C_Scalable_Vector_Graphics_.28SVG.29_Test
Acid Test Gallery http://moonbase.rydia.net/mental/writings/box-acid-test/
The Web Standards Project is a grassroots coalition fighting for standards which ensure simple,
affordable access to web technologies for all http://www.webstandards.org/

145

It didn’t come from a standards body.

No, it didn’t come from W3C. The same for Acid 2, Håkon Wium Lie was
involved in that one. He didn’t blow his own trumpet this morning, but
he was very much involved there. Acid 3 was Ian Hickson, who put that
together. It’s a bit different because a lot of it is DOM scripting stuff. It
does something, and then it inquires in the DOM to see if it has been done
correctly, and it puts that value back as a visual representation so you can
see. It’s all very good because apparently it motivates the implementors to
do something. It’s also marketable. You can have a blog posting saying we
do 80% of Acid Test. The public can understand that. The people who are
interested can go Oh, that’s good.
It becomes a mark of quality.

Yes, it’s marketing. It’s like processor speed in PCs and things. There are
so much technology in computers, so than what do you market it on? Well
it’s got that clock speed and it’s got this much memory. OK, great, cool.
This one is better than that one because this one’s got 4 gigs and that one’s
got 2 gigs. It’s a lot of other things as well, but that’s something that the
public can in general look at and say That one is better. When I mentioned
the W3C process, I was talking about the engineers, managers. I didn’t talk
about the lawyers, but we do have a process for that as well. We have a patent
advisory group conformed. If someone has made a claim, and it’s disputed
then we can have lawyers talking among themselves. What we really don’t
have in that is designers, end-users, artists. The trick is to find out how to
represent them. The CSS working group tried to do that. They brought in
a number of designers, Jeff Veen 13 and these sort of people were involved
early on. The trouble is that you’re speaking a different language, you’re
not speaking their language. When you’re having weekly calls ... Reading a
spec is not bedtime reading, and if you’re arguing over the fine details of a
sentence ... (laughing) well, it will put you to sleep straight away. Some of
the designers are like: I don’t care about this. I only want to use it. Here’s what
I want to be able to do. Make it that I can do that, but get back to me when it’s
done.
13

Jeff Veen was a designer at Wired magazine, in those days.
http://adaptivepath.com/aboutus/veen.php

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That’s why the idea of the Acid Test is a nice breed between the spec and
the designer. When I was seeing the test this morning, I was thinking
that it could be a really interesting work to do, not to really implement it
but to think about with the students. How would you conceive a visual
test? I think that this could be a really nice workshop to do in a university
or in a design academy ...
It’s the kind of reverse-reverse engineering of a standard which could help
you understand it on different levels. You have to imagine how wild you
can go with something. I talk about standards, and read them - not before
going to bed - because I think that it’s interesting to see that while they’re
quite pragmatic in how they’re put together, but they have an effect on the
practice of, for example, designers. Something that I have been following with
interest is the concept of separating form and content has become extremely
influential in design, especially in web design. Trained as a pre-web designer,
I’m sometimes a bit shocked by the ease with which this separation is made.

That’s interesting. Usually people say that it’s hard or impossible, that you
can’t ever do it. The fact that you’re saying that it’s easy or that it comes
naturally is interesting to me.

It has been appropriated by designers as something they want. That’s why it’s
interesting to look at the Web Standards Project where designers really fight
for a separation of content and form. I think that this is somehow making
the work of designers quite ... boring. Could you talk a bit about how this is
done?
It’s a continuum. You can’t say that something is exactly form or exactly
presentation because there are gradations. If you take a table, you’ve already
decided that you want to display the material in a tabular way. If it’s a real
table, you should be able to transpose it. If you take the rows and columns,
and the numbers in the middle then it should still work. If you’ve got
‘sales’ here and if you’ve got ‘regions’ there, then you should still be able to
transpose that table. If you’re just flipping it 90 degrees then you are using
it as a layout grid, and not as a table. That’s one obvious thing. Even then,
deciding to display it as a tabular thing means that it probably came from a
much bigger dataset, and you’ve just chosen to sum all of the sales data over
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one year. Another one: you have again the sales data, you could have it as pie
chart, but you could also have it as a bar chart, you could have it in various
other ways. You can imagine that what you would do is ship some XML
that has that data, and then you would have a script or something which
would turn it into an SVG pie chart. And you could have a bar chart, or you
could also say show me only February. That interaction is one of the things
that one can do, and arguably you’re giving it a different presentational form.
It’s still very much a gradation. It’s how much re-styleability remains. You
can’t ever have complete separation. If I’m describing a company, and [1]
I want to do a marketing brochure, and [2] I want to do an annual report
for the shareholders, and [3] I want to do an internal document for the
engineering team. I can’t have the same content all over those three and just
put styling on it. The type of thing I’m doing is going to vary for those
audiences, as will the presentation. There’s a limit. You can’t say: here’s the
überdocument, and it can be styled to be anything. It can’t be. The trick is
to not mingle the style of the presentation when you don’t need to. When
you do need to, you’re already halfway down the gradient. Keep them as far
apart as you can, delay it as late as possible. At some point they have to be
combined. A design will have to go into the crafting of the wording, how
much wording, what voice is used, how it’s going to fit with the graphics
and so on. You can’t just slap random things together and call it design,
it looks like a train wreck. It’s a case of deferment. It’s not ever a case of
complete separation. It’s a case of deferring it and not tripping yourself up.
Just simple things like bolds and italics and whatever. Putting those in as
emphasis and whatever because you might choose to have your emphasized
words done differently. You might have a different font, you might have a
different way of doing it, you might use letter-spacing, etc. Whereas if you
tag that in as italics then you’ve only got italics, right? It’s a simple example
but at the end of the day you’re going to have to decide how that is displayed.
You mentioned print. In print no one sees the intermediate result. You see
ink on paper. If I have some Greek in there and if I’ve done that by actually
typing in Latin letters on the keyboard and putting a Greek font on it and
out comes Greek, nobody knows. If it’s a book that’s being translated, there
might be some problems. The more you’re shipping the electronic version
around, the more it actually matters that you put in the Greek letters as
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Greek because you will want to revise it. It matters that you have flowing
text rather than text that has been hand-ragged because when you put in
the revisions you’re going to have to re-rag the entire thing or you can just
say re-flow and fix it up later. Things like that.

The idea of time, and the question of delay is interesting. Not how, but when you
enter to fine-tune things manually. As a designer of books, you’re always facing
the question: when to edit, what, and on what level. For example, we saw this
morning 14 that the idea of having multiple skins is really entering the publishing
business, as an idea of creativity. But that’s not the point, or not the complete
point. When is it possible to enter the process? That’s something that I think we
have to develop, to think about.

The other day there was a presentation by Michael Dominic Kostrzewa 15
that shocked me. He is now working for Nokia, after working for Novell
and he was explaining how designers and programmers were fighting each
other instead of fighting the ‘real villain’, as he said, who were the managers. What was really interesting was how this division between content
and style was also recouping a kind of political or socio-organizational divide within companies where you need to assign roles, borders, responsibilities to different people. What was really frightening from the talk was
that you understood that this division was encouraging people not to try
and learn from each other’s practice. At some point, the designer would
come to the programmer and say: In the spec, this is supposed to be like this
and I don’t want to hear anything about what kind of technical problems you
face.
Designers as lawyers!

Yes ... and the programmer would say: OK, we respect the spec, but then
we don’t expect anything else from us. This kind of behaviour in the end,
blocks a lot of exchange, instead of making a more creative approach
possible.
14
15

Andy Fitsimon: Publican, the new Open Source publishing tool-chain (LGM 2008)
http://media.river-valley.tv/conferences/lgm2008/quicktime/0201-Andy_Fitzsimon.html
Michael Dominic Kostrzewa. Programmers hell: working with the UI designer (LGM 2008)

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I read about (and this is before skinning became more common) designers
doing some multimedia things at Microsoft. You had designers and then
there were coders. Each of them hated the other ones. The coders thought
the designers were idiots who lived in lofts and had found objects in their
ears. The designers thought that the programmers were a bunch of socially
inept nerds who had no clue and never got out in sunlight and slept in their
offices. And since they had that dynamic, they would never explain to each
other ( ... )
(policeman arrives)

POLICEMAN:
Do you speak English?

Yes.

POLICEMAN:
You must go from this place because there’s a conference.

Yes, we know. We are part of this conference (shows LGM badge).

POLICEMAN:
We had a phone call that here’s a picnic. I don’t really see a picnic ...

We’re doing an interview.

POLICEMAN:
It looks like a picnic, and professors are getting nervous. You must go sit
somewhere else. Sorry, it is the rules. Have a nice day!

150

At the Libre Graphics Meeting 2008, OSP picks up a conversation that Harrison allegedly started in a taxi in Montreal, a year
earlier. We meet font designer and developer Dave Crossland
in a noisy food court to speak about his understanding of the
intertwined histories of typography and software, and the master in type design at the Department of Typography at the
University of Reading. Since the interview, a lot has happened.
Dave finished his typeface Cantarell and moved on to consult
the Google Web Fonts project, commissioning new typefaces
designed for the web. He is also currently offering lectures on
typeface design with Free Software.
Harrison (H)

1, 2.

Ludivine Loiseau (LL)
and now all:
Dave Crossland (DC)

Hello Dave.

Hellooo ...

Alright!

Well, thank you for taking a bit of time with us for the interview. First
thing is maybe to set a kind of context of your situation, your current situation.
What you’ve done before. Why are you setting fonts and these kind of things.
H

Oh yes, yeah. Well, I take it quite far back, when I was a teenager. I
was planning to do computer science university studying like mathematics
and physics in highschool. I needed some work experience. I decided I
didn’t want to work with computers. So I dropped maths and physics and
I started working at ... I mean I started studying art and design, and also
socio-linguistics in highschool. I was looking at going to Fine Arts but I
wasn’t really too worried about if I could get a job at the end of it, because
I could get a job with computers, if I needed to get a job So I studied that
at my school for like a one year course, after my school. A foundation year,
and the deal with that is that you study all the different art and design disciplines. Because in highschool you don’t really have the specialities where you
specifically study textile or photography, not every school has a darkroom,
schools are not well equipped.
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155

You get to experience all these areas of design and in that we studied graphic
design, motion graphics and I found in this a good opportunity to bring together the computer things with fine arts and visual arts aspects. In graphic
design in my school it was more about paper, it had nothing to do with
computers. In art school, that was more the case. So I grew into graphic
design.
Ordering coffee and change of background music: Oh yeah, African beats!

So, yes. I was looking at graphic design that was more computer based than
in art school. I wasn’t so interested in like regular illustration as a graphic
design. Graphic design has really got three purposes: to persuade people,
that’s advertising; to entertain people, movie posters, music album covers,
illustration magazines; and there is also graphic design to inform people,
in England it’s called ‘information design’, in the US it’s called ‘information
architecture’ ... stucturing websites, information design. Obviously a big
part of that is typography, so that’s why I got interested in typography, via
information design. I studied at Ravensbourne college in London, what
I applied for was graphic information design. I started working at the IT
department, and that really kept me going to that college, I wasn’t so happy
with the direction of the courses. The IT department there was really really
good and I ended up switching to the interaction design course, because that
had more freedom to do the kind of typographic work I was intersted in.
So I ended up looking at Free Sofware design tools because I became frustrated by the limitations of the Adobe software which in the college was
using, just what everybody used. And at that point I realized what ‘software freedom’ meant. I’ve been using Debian since I was like a teenager,
but I hadn’t really looked to the depth of what Free Software was about. I
mean back in the nineties Windows wasn’t very good but probably at that
time 2003-2004, MacOSX came out and it was getting pretty nice to use.
I bought a Mac laptop without really thinking about it and because it was
a Unix I could use the software like I was used to do. And I didn’t really
think about the issues with Free Software, MacOSX was Unix so it was the
same I figured. But when I started to do my work I really stood against the
limitations of Adobe software, specifically in parallel publishing which is
when you have the same basic informations that you want to communicate
in different mediums. You might want to publish something in .pdf, on the
web, maybe also on your mobile phone, etc. And doing that with Adobe
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software back then was basically impossible. I was aware of Free Software
design tools and it was kind of obvious that even if they weren’t very pushed
by then they at least had the potential to be able to do this in a powerful
way. So that’s what I figured out. What that issue with Free Software really
meant. Who’s in control of the software, who decides what it does, who
decides when it’s going to support this feature or that feature, because the
features that I wanted, Adobe wasn’t planning to add them. So that’s how I
got interested in Free Software.
When I graduated I was looking for something that I could contribute in
this area. And one of the Scribus guys, Peter Linnell, made an important
post on the Scribus blog. Saying, you know, the number one problem
with Free Software design is fonts, like it’s dodgy fonts with incorrect this,
incorrect that, have problems when printed as well ... and so yeah, I felt
woa, I have a background in typography and I know about Free Software,
I could make contributions in fonts. Looking into that area, I found that
there was some postgraduate course you can study at in Europe. There’s
two, there is one at The Hague in The Netherlands and one at Reading.
They’re quite different courses in their character and in how much they cost
and how long they last for and what level of qualification they are. But
they’re both postgraduate courses which focus on typeface design and font
software development. So if you’re interesed in that area, you can really
concentrate for about a year and bring your skills up to a high professional
level. So I applied to the course at Reading and I was accepted there and
I’m currently studying there part time. I’m studying there to work on Free
Software fonts. So that’s the full story of how I ended up in this area.
Excellent! Last time we met, you summarized in a very relevant way the
history of font design software which is a proof by itself that everything is related
with fonts and this kind of small networks and I would like you to summarize it
again.
H

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Alright. In that whole journey of getting into this area of parallel publishing and automated design, I was asking around for people who
worked in that area because at that time not many people had worked in
parallel publishing. It’s a lot of a bigger deal now, especially in the Free
Software community where we have Free Software manuals translated into
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many languages, written in .doc and .xml and then transformed into print
and web versions and other versions. But back then this was kind of a new
concept, not all people worked on it. And so, asking around, I heard about
the department of typography at the university of Reading. One of the lecturers there, actually the lecturer of the typeface design course put me on
to a designer in Holland, Petr van Blokland. He’s a really nice guy, really
friendly. And I dropped him an e-mail as I was in Holland that year – just
dropped by to see him and it turned out he’s not only involved in parallel
publishing and automated design, but also in typedesign. For him there is
really no distinctions between type design and typography. It’s kind of like a
big building – you have the architecture of the building but you can also go
down into the bricks. It’s kind of like that with typography, the type design
is all these little pieces you assembly to create the typography out of . He’s
an award-winning typeface designer and typographer and he was involved
in the early days of typography very actively. He kind of explained me the
whole story of type design technology.
C

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m

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So, the history of typography actually starts with Free Software, with Donald
Knuth and his TeX. The TeX typesetting system has its own font software
or font system called Metafont. Metafont is a font programming language,
and algebraic programming language describing letter forms. It really gets
into the internal structure of the shapes. This is a very non-visual programming approach to it where you basically use this programming language to
describe with algebra how the shapes make up the letters. If you have a
capital H, you got essentially 3 lines, two verticals stands and a horizontal
crossbar and so, in algebra you can say that you’ve got one ratio whitch is
the height of the vertical lines and another ratio which is the width between
them and another ratio which is the distance between the top point and the
middle point of the crossbar and the bottom point. By describing all of that
in algebra, you really describe the structure of that shape and that gives you
a lot of power because it means you can trace a pen nib objects over that
skeleton to generate the final typeform and so you can apply variations, you
can rotate the pen nib – you can have different pen nib shapes And you can
have a lot of different typefaces out of that kind of source code. But that
approach is not a visual approach, you have to take it with a mathematical
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mind and that isn’t something which graphic designers typically have as a
strong part of their skill set.

The next step was describing the outline of a typeface, and the guy who
did this was working, I believe, at URW. He invented a digital typography
system or typedesign program called Ikarus. The rumor is it’s called Ikarus
because it crashed too much. Peter Karow is this guy. He was the absolute
unknown real pioneer in this area. They were selling this proprietary software powered by a tablet, with a drawing pen for entering the points and it
used it’s own kind of spline-curve technology.
This was very expensive – it ran on DMS computers and URW was making
a lot of money selling those mini computers in well I guess late 70s and
early 80s. And there was a new small home computer that came out called
the Apple Macintosh. This was quite important because not only was it a
personal computer. It had a graphical user interface and also a printer, a laser
writer which was based on the Adobe PostScript technology. This was what
made desktop publishing happen. I believe it was a Samsung printer revised
by Apple and Adobe’s PostScript technology. Those three companies, those
three technologies was what made desktop publishing happen. Petr van
Blokland was involved in it, using the Ikarus software, developing it. And
so he ported the program to the Mac. So Ikarus M was the first font
editor for personal computers and this was taken on by URW but never
really promoted because the ... Mac costs not a lot money compared to those
big expensive computers. So, Ikarus M was not widely distributed. It’s
kind of an obvious idea – you know you have those innovative computers
doing graphic interfaces and laser printing and several different people had
several different ideas about how to employ that. Obviously you had John
Warnock within Adobe and at that point Adobe was a systems company,
they made this PostScript system and these components, they didn’t make
any user applications. But John Warnock – and this is documented in the
book on the Adobe story – he really pushed within the company to develop
Adobe Illustrator, which allowed you to interact with the edit PostScript
code and do vector drawings interactively. That was the kind of illustration
and graphic design which we mentioned earlier. That was the ... page layout
sort of thing and that was taking care of by a guy called Paul Brainerd,
whose company Aldus made PageMaker. That did similar kind of things
than Illustrator, but focused on page layout and typography, text layout
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rather than making illustrations. So you had Illustrator and PageMaker and
this was the beginning of the desktop publishing tool-chain.
When was it?

H

This is in the mid-eighties. The Mac came out in 1984

DC

Pierre Huyghebaert (PH)

Illustrator in 1986 I think.

Yeah. And then the Apple LaserWriter, which is I believe a Samsung
printer, came out in 1985, and I believe the first edition of Illustrator was in
1988 ...
DC

No, I think Illustrator 1 was in 1986.

PH
DC
H

OK, if you read the official Adobe story book, it’s fully documented 1 .

It’s interesting that it follows so quickly after the Macintosh.

Yes! That’s right. It all happened very quickly because Adobe and
Apple had really built with PostScript and the MacOS, they had the infrastructure there, they could build on top of. And that’s a common thing we
see played out over and over ... Things are developed quite slowly when they
are getting the infrastructure right, and then when the infrastructure is in
place you see this burst of activity where people can slot it together very
quickly to make some interesting things. So, you had this other guy called
Jim von Ehr and he saw the need for a graphical user interface to develop
fonts with and so he founded a small compagny called Altsys and he made a
program called Fontographer. So that became the kind of de-facto standard
font editing program.
DC

PH

used?

And before that, do you know what font design software Adobe designers

I don’t know. Basically when Adobe made PostScript for the Apple
LaserWriter then they had the core 35 PostScript fonts, which is about
a thousand families, 35 differents weights or variants of the fonts. And I
believe that those were from Linotype. Linotype developed that in collaboration with Adobe, I have no idea about what software they used, they
may have had their own internal software. I know that before they had
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1

Pamela Pfiffner. Inside the Publishing Revolution: The Adobe Story. Adobe Press, 2008

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Illustrator they were making PostScript documents by hand like TeX, programming PostScript sourcecode. It might have been in a very low tech way.
Because those were the core fonts that have been used in PostScript.
So you had Fontographer and this is yeah I mean a GUI application for
home computers to make fonts with. Fontographer made early 90s David
Carson graphic design posters. Because it meant that anybody could start
making fonts not only people that were in the type design guild. That all
David Carson kind of punk graphic design, it’s really because of Desktop
publishing and specifically because of Fontographer. Because that allowed
people to make these fonts. Previous printing technologies wouldn’t allow
you to make these kinds of fonts without extreme efforts. I mean a lot of the
effects you can do with digital graphics you can’t do without digital graphics
– air brushing sophisticated effects like that can be achieved but it’s really a
lot of efforts.

So going back to the guys from Holland, Petr has a younger brother called
Erik and he went to the college at the Royal Academie of design the KABK
in the Hague with a guy who is Just van Rossum and he’s the younger
brother of Guido van Rossum who is now quite famous because he’s the guy
who developed and invented Python. In the early 90s Jim von Ehr is developping Fontographer, and Fontographer 4 comes out and Petr and Just and
Erik managed to get a copy of the source code of Fontographer 3 which is the
golden version that we used, like Quark, that was what we used throughout
most of the 90s and so they started adding things to that to do scripting on
Fontographer with Python and this was called Robofog, and that was still
used until quite recently, because it had features no one has ever seen enywhere else. The deal was you had to get a Fontographer 4 license, and then
you could get a Robofont license, for Fontographer 3. Then Apple changed
the system architecture and that meant Fontographer 3 would no longer
run on Apple computers. Obviously that was a bit of a damn on Robofog.
Pretty soon after that Jim sold Fontographer to Macromedia. He and his
employes continued to develop Fontographer into Freehand, it went from a
font drawing application into a more general purpose illustration tool. So
Macromedia bought Altsys for Freehand because they were competing with
Adobe at that time. And they didn’t really have any interest in continuing
to develop Fontographer. Fonts is a really obscure kind of area. As a proprietary software company, what you are doing things to make a profit and if
161

the market is too small to justify your investment then you’ll just not keep
developing the software. Fontographer shut at that point.
PH

I think they paid one guy to maintain it and answer questions.

Yeah. I think they even stop actively selling it, you had to ask them to
sell you a license. Fontographer has stopped at that point and there was no
actively developed font editor. There were a few Windows programs, which
were kind of shareware for developing fonts because in this time Apple and
Microsoft got fed up with paying Adobe’s extortion of PostScript licensing
fees. They developed their own font format called TrueType. There were
Windows font editing programs.
Yeah. I think they even stop actively selling it, you had to ask them to sell
you a license. Fontographer has stopped at that point and there was no actively developed font editor. There were a few Windows programs, which
were kind of shareware for developing fonts because in this time Apple and
Microsoft got fed up with paying Adobe’s extortion of PostScript licensing fees. They developed their own font format called TrueType. When
Fontographer stopped there was the question of which one will become the
predominant font editor and so there was Fontlab. This was developed by
a guy Yuri Yarmola, Russian originally I believe, and it became the primary
proprietary type design tool.
The Python guys from Holland started using Fontlab. They managed to
convince the Fontlab guys to include Python scripting support in Fontlab.
Python had become a major language, for doing this kind of scripting. So
Fontlab added in Python scripting. And then different type designers, font
developers started to use Python scripts to help them develop their fonts,
and a few of the guys doing that decided to join up and they created the
RoboFab project which took the ideas that had been developed for Robofob
and reimplemented them with Fontlab – so RoboFab. This is now a Free
Software package, under the MIT Python style licence. So it is a Free
Software licence but without copyleft. It has beeing developed as a collaborative project. If you’re interested in the development you can just join the
mailing list. It’s a very mature project and the really beautiful thing about
it that they developed a font object model and so in Python you have a very
clean and easily understandable object-oriented model of what a font is. It
makes it very easy to script things. This is quite exciting because that means
you can start to do things which are just not really visible with the graphic
design interface. The thing with those fonts is like there is a scale, it is like
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architecture. You’ve got the designer of the building and the designer of
the bricks. With a font it is the same. You have the designer who shapes
each letter and then you’ve got the character-spacing which makes what a
paragraph will look like. A really good example of this is if you want to do
interpolation, if you have a very narrow version of a font and a very wide one,
and you want to interpolate in different versions between those two masters
– you really want to do that in a script, and RoboFab makes this really easy
to do this within Fontlab. The ever important thing about RoboFab was
that they developed UFO, I think it’s the Universal Font Object – I’m not
sure what the exact name is – but it’s a XML font format which means that
you can interchange font source data with different programs and specifically
that means that you have a really good font interpolation program that can
read and write that UFO XML format and then you can have your regular
type design format font editor that will generate bitmap font formats that
you actually use in a system. You can write your own tool for a specific
task and push and pull the data back and forth. Some of these Dutch guys,
especially Erik has written a really good interpolation tool. So, as a kind
of thread in the story of font. Remember that time where Fontographer
was not developed actively then you have Georges Williams from California
who was interested in digital typography and fonts and Fontographer was
not being activelly developed and he found that quite frustrating so he said
like Well, I’ll write my own font editor. He wrote it from scratch. I mean
this is a great project.
LL

Can you tell us some details about your course?

DC
There are four main deliverables in the course, that you normally
do in one year, twelve months. The big thing is that you do a professional quality OpenType font, with an extended pan-european latin coverage in regular and italic, maybe bold. You also do a complex non-latin
in Arabic, Indic, maybe Cyrillic ... well not really Cyrillic because there are
problems to get a Cyrillic type experts from Russia to Britain ... or Greek,
or any script with which you have a particular background in. And so,
they didn’t mandate which software students can use, and I was already
used to FontForge, while pretty much all the other students were using
FontLab. This font development is the main thing. The second thing is
the dissertation, that goes up to 8,000 words, an academic master in typography dissertation. Then there is a smaller essay, that will be published
on http://www.typeculture.com/academic_resource/articles_essays/, and it’s

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a kind of a practice for writing the dissertation. Then you have to document
your working process throughout the year, you have to submit your working
files, source files. Every single step is documented and you have to write
a small essay describing your process. And also, of course, apart from the
type design, you make a font specimen, so you make a very nice piece of
design that show up your font in use, as commercial companies do. All that
takes a full intense year. For British people, the course costs about £3,000,
for people in the EU, it costs about £5,000 and about £10,000 for non-EU.
Have a look at the website for details, but yes, it’s very expensive.
LL

And did you also design a font?

Yes. But I do it part-time. Normally, you could do the typeface,
and the year after you do the dissertation. For personal reasons, I do the
dissertation first, in the summer, and next year I’ll do the typeface, I think
in July next year.
DC

LL

You have an idea on which font you’ll work?

Yes. The course doesn’t specify which kind of typeface you have to
work on. But they really prefer a textface, a serif one, because it’s the most
complicate and demanding work. If you can do a high quality serif text
typeface design, you can do almost any typeface design! Of course, lots of
students do also a sans serif typeface to be read at 8 or 9 points, or even
for by example dictionaries at 6 or 7 points. Other students design display
typefaces that can be used for pararaphs but probably not at 9 points ...
DC

It looks like you are asked to produce quite a lot of documents.
Are these documents published anywhere, are they available for other designers?
Femke Snelting (FS)

Yes, the website is http://www.typefacedesign.net and the teaching
team encourages students to publish their essays, and some people have
published their dissertation on the web, but it varies. Of course, being an
academic dissertation, you can request if from the university.
DC

I’m asking because in various presentations the figure of the ‘expert typographer’ came up, and the role Open Source software could have, to open up this
guild.
FS

Yeah, the course in The Hague is cheaper, the pound was quite high so
it’s expensive to live in Britain during the last year, and the number of people
able to produce high quality fonts is pretty small ... And these courses are
DC

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quite inaccessible for most of the people because of being so expensive, you
have to be quite commited to follow them. The proprietary font editing
software, even with a student discount, is also a bit expensive. So yes, Free
and Open Source software could be an enabler. FontForge allows anybody
to grab it on the Internet and start making fonts. But having the tools
is just the beginning. You have to know what you’re doing to a design a
typeface, and this is separate from font software techinques. And books
on the subject, there are quite a few, but none are really a full solution.
There www.typophile.org, a type design forum on the web, where you can
post preliminary designs. But of course you do not get the kind of critical
feedback as you can get on a masters course ...

FS
We talked to Denis Jacquerye from the DéjàVu project, and most of the
people who collaborate on the project are not type designers but people who are
interested in having certain glyphs added to a typeface. And we asked him if
there is some kind of teaching going on, to be sure that the people contributing
understand what they are doing. Do you see any way of, let’s say, a more open
way of teaching typography starting to happen?

Yeah, I mean, that the part of why the Free Software movement is
going to branch down into the Free Culture movement. There is that website Freedom Defined 2 that states that the principles of Free Software can
apply to all other kind of works. This isn’t shared by everybody in the Free
Software movement. Richard Stallman makes a clear difference between
three kind of works: the ones that function like software, encyclopedias,
dictionaries, text books that tell how to makes things, and text typefaces.
Art works like music and films, and text works about opinions like scientific papers or political manifestos. He believes that different kinds of rights
should apply for that different kind of works. There is also a different view
in which anything in a computer can be edited ought to be free like Free
Software. That is certainly a position that many people take in the Free
Software community. In the WikiMedia Foundation text books project,
you can see that when more and more people are involved in typeface design
from the Free Culture community, we will see more and more education
material. There will be a snowball effect.

DC

PH

2

Dave, we are running out of time ...

http://freedomdefined.org

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So just to finish about the FontForge Python scripting ... There is
Python embeded in FontForge so you can run scripts to control FontForge,
you can add new features that maybe would be specific to your font and then
in FontForge there is also a Python module which means that you can type
into a Python interpretor. You type import fontforge and if it doesn’t
give you an error then you can start to do FontForge functions, just like in
the RoboFab environment. And in the process of adding that George kind
of re-architectured the FontForge source code so instead of being one large
program, there is now a large C library, libfontforge, and then a small C
program for rendering and also the Python module, a binding or interface
to that C library. This means if you are an application programmer it is very
straightforward to make a new font editor in whatever language you want,
using whatever graphic toolkit you want. So if you’re a JDK guy or a GTK
guy or even if you’re on Windows or Mac OS X, you can make a font editor
that has all the functionality of FontForge. FontForge is a kind of engine to
make font editors. This is quite exciting because it means it’s pretty straight
forward for somebody to write a font editing program which is designed for,
say, beginners.
So, to come back to what we were just talking about in term of educational
materials to get people new to typeface design to be confident with themselves. Maybe they won’t be in that professional level yet, but they will be
pleased with their own work and happy to work in a user interface where
you feel like in 2006, you know, with nice icons nice windows; anti aliasing
and these kind of things.
I mean there’s nothing wrong with the FontForge interface. It is what it
is. But it scares a lot of people away, people say that they don’t like this. I
think it is too scary, too different. I think we are going to see some exciting
stuff in the next few years in the Free Software font editor space.
DC

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At the Libre Graphics Meeting 2008 in Wroclaw, just before
Michael Terry presents his project ingimp to an audience of
curious GIMP developers and users, we meet up to talk more
about ‘instrumenting GIMP’ and about the way Terry thinks
data analysis could be done as a form of discourse. Michael
Terry is a computer scientist working at the Human Computer
Interaction Lab of the University of Waterloo, Canada and his
main research focus is on improving usability in Open Source
software. We speak about ingimp, a clone of the popular image
manipulation programme GIMP, but with an important difference: ingimp allows users to record data about their usage in to
a central database, and subsequently makes this data available to
anyone. This conversation was also published in the Constant
publication Tracks in electr(on)ic fields.
Maybe we could start this conversation with a description of the ingimp project
you are developing and why you chose to work on usability for GIMP?
So the project is ‘ingimp’, which is an instrumented version of GIMP, it
collects information about how the software is used in practice. The idea is
you download it, you install it, and then with the exception of an additional
start up screen, you use it just like regular Gimp. So, our goal is to be as
unobtrusive as possible to make it really easy to get going with it, and then
to just forget about it. We want to get it into the hands of as many people
as possible, so that we can understand how the software is actually used in
practice. There are plenty of forums where people can express their opinions
about how GIMP should be designed, or what’s wrong with it, there are
plenty of bug reports that have been filed, there are plenty of usability issues
that have been identified, but what we really lack is some information about
how people actually apply this tool on a day to day basis. What we want
to do is elevate discussion above just anecdote and gut feelings, and to say,
well, there is this group of people who appear to be using it in this way,
these are the characteristics of their environment, these are the sets of tools
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they work with, these are the types of images they work with and so on, so
that we have some real data to ground discussions about how the software
is actually used by people. You asked me now why GIMP? I actually used
GIMP extensively for my PhD work. I had these little cousins come down
and hang out with me in my apartment after school, and I would set them
up with GIMP, and quite often they would always start off with one picture,
they would create a sphere, a blue sphere, and then they played with filters
until they got something really different. I would turn to them looking
at what they had been doing for the past twenty minutes, and would be
completely amazed at the results they were getting just by fooling around
with it. And so I thought, this application has lots and lots of power, I’d
like to use that power to prototype new types of interface mechanisms. So
I created JGimp, which is a Java based extension for the 1.0 GIMP series,
that I can use as a back-end for prototyping novel user interfaces. I think
that it is a great application, there is a lot of power to it, and I had already
an investment in its code base so it made sense to use that as a platform for
testing out ideas of open instrumentation.
What is special about ingimp, is the fact that the data you generate is made by
the software you are studying itself. Could you describe how that works?
Every bit of data we collect, we make available: you can go to the website,
you can download every log file that we have collected. The intent really
is for us to build tools and infrastructure so that the community itself can
sustain this analysis, can sustain this form of usability. We don’t want to
create a situation where we are creating new dependencies on people, or
where we are imposing new tasks on existing project members. We want to
create tools that follow the same ethos as Open Source development, where
anyone can look at the source code, where anyone can make contributions,
from filing a bug to doing something as simple as writing a patch, where
they don’t even have to have access to the source code repository, to make
valuable contributions. So importantly, we want to have a really low barrier
to participation. At the same time, we want to increase the signal-to-noise
ratio. Yesterday I talked with Peter Sikking, an information architect working for GIMP, and he and I both had this experience where we work with
user interfaces, and since everybody uses an interface, everybody feels they
are an expert, so there can be a lot of noise. So, not only did we want to
create an open environment for collecting this data, and analysing it, but we
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also want to increase the chance that we are making valuable contributions,
and that the community itself can make valuable contributions. Like I said,
there is enough opinion out there. What we really need to do is to better
understand how the software is being used. So, we have made a point from
the start to try to be as open as possible with everything, so that anyone can
really contribute to the project.
ingimp has been running for a year now. What are you finding?
I have started analysing the data, and I think one of the things that we
realised early on is that it is a very rich data set; we have lots and lots of
data. So, after a year we’ve had over 800 installations, and we’ve collected
about 5000 log files, representing over half a million commands, representing thousands of hours of the application being used. And one of the things
you have to realise is that when you have a data set of that size, there are so
many different ways to look at it that my particular perspective might not
be enough. Even if you sit someone down, and you have him or her use the
software for twenty minutes, and you videotape it, then you can spend hours
analysing just that twenty minutes of videotape. And so, I think that one of
the things we realised is that we have to open up the process so that anyone
could easily participate. We have the log files available, but they really didn’t
have an infrastructure for analysing them. So, we created this new piece of
software called ‘StatsJam’, an extension to MediaWiki, which allows anyone
to go to the website and embed SQL-queries against the ingimp data set
and then visualise those results within the Wiki text. So, I’ll be announcing
that today and demonstrating that, but I have been using that tool now for
a week to complement the existing data analysis we have done. One of the
first things that we realized is that we have over 800 installations, but then
you have to ask, how many of those are really serious users? A lot of people
probably just were curious, they downloaded it and installed it, found that it
didn’t really do much for them and so maybe they don’t use it anymore. So,
the first thing we had to do is figure out which data points should we really
pay attention too. We decided that a person should have saved an image,
and they should have used ingimp on two different occasions, preferably at
least a day apart, where they’d saved an image on both of the instances. We
used that as an indication of what a serious user is. So with that filter in
place, then the ‘800 installations’ drops down to about 200 people. So we
had about 200 people using ingimp, and looking at the data this represents
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about 800 hours of use, about 4000 log files, and again still about half a million commands. So, it’s still a very significant group of people. 200 people
is still a lot, and that’s a lot of data, representing about 11000 images they
have been working on, there’s just a lot.
From that group, what we found is that use of ingimp is really short and
versatile. So, most sessions are about fifteen minutes or less, on average.
There are outliers, there are some people who use it for longer periods of
time, but really it boils down to them using it for about fifteen minutes, and
they are applying fewer than a hundred operations when they are working on
the image. I should probably be looking at my data analysis as I say this, but
they are very quick, short, versatile sessions, and when they use it, they use
less than 10 different tools, or they apply less than 10 different commands
when they are using it. What else did we find? We found that the two
most popular monitor resolutions are 1280 by 1024 and 1024 by 768. So,
those represent collectively 60% of the resolutions, and really 1280 by 1024
represents pretty much the maximum for most people, although you have
some higher resolutions. So one of the things that’s always contentious
about GIMP, is its window management scheme and the fact that it has
multiple windows, right? And some people say, well you know this works
fine if you have two monitors, because you can throw out the tools on one
monitor and then your images are on another monitor. Well, about 10%
to 15% of ingimp users have two monitors, so that design decision is not
working out for most of the people, if that is the best way to work. These
are things I think that people have been aware of, it’s just now we have
some actual concrete numbers where you can turn to and say, now this is
how people are using it. There is a wide range of tasks that people are
performing with the tool, but they are really short, bursty tasks.
Every time you start up ingimp, a screen comes up asking you to describe what
you are planning to do and I am interested in the kind of language users invent
to describe this, even when they sometimes don’t know exactly what it is they are
going to do. So inventing language for possible actions with the software, has in
a way become a creative process that is now shared between interface designer,
developer and user. If you look at the ‘activity tags’ you are collecting, do you
find a new vocabulary developing?
I think there are 300 to 600 different activity tags that people register
within that group of ‘significant users’. I didn’t have time to look at all of
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them, but it is interesting to see how people are using that as a medium
for communicating to us. Some people will say, Just testing out, ignore this!
Or, people are trying to do things like insert HTML code, to do like a
cross-site scripting attack, because, you have all the data on the website, so
they will try to play with that. Some people are very sparse and they say
‘image manipulation’ or ‘graphic design’ or something like that, but then
some people are much more verbose, and they give more of a plan, This
is what I expect to be doing. So, I think it has been interesting to see how
people have adopted that and what’s nice about it, is that it adds a really nice
human element to all this empirical data.
I wanted to ask you about the data, without getting too technical, could
you explain how these data are structured, what do the log files look like?

So the log files are all in XML, and generally we compress them, because
they can get rather large. And the reason that they are rather large is that we
are very verbose in our logging. We want to be completely transparent with
respect to everything, so that if you have some doubts or if you have some
questions about what kind of data has been collected, you should be able to
look at the log file, and figure out a lot about what that data is. That’s how
we designed the XML log files, and it was really driven by privacy concerns
and by the desire to be transparent and open. On the server side we take
that log file and we parse it out, and then we throw it into a database, so
that we can query the data set.
Now we are talking about privacy ... I was impressed by the work you have done
on this; the project is unusually clear about why certain things are logged, and
other things not; mainly to prevent the possibility of ‘playing back’ actions so that
one could identify individual users from the data set. So, while I understand
there are privacy issues at stake I was wondering ... what if you could look at the
collected data as a kind of scripting for use? Writing a choreography that might
be replayed later?
Yes, we have been fairly conservative with the type of information that we
collect, because this really is the first instance where anyone has captured
such rich data about how people are using software on a day to day basis,
and then made it all that data publicly available. When a company does
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this, they will keep the data internally, so you don’t have this risk of someone outside figuring something out about a user that wasn’t intended to be
discovered. We have to deal with that risk, because we are trying to go about
this in a very open and transparent way, which means that people may be
able to subject our data to analysis or data mining techniques that we haven’t
thought of and extract information that we didn’t intent to be recording in
our file, but which is still there. So there are fairly sophisticated techniques
where you can do things like look at audio recordings of typing and the timings between keystrokes, and then work backwards with the sounds made
to figure out the keys that people are likely pressing. So, just with keyboard
audio and keystroke timings alone you can often give enough information
to be able to reconstruct what people are actually typing. So we are always
sort of weary about how much information is in there. While it might be
nice to be able to do something like record people’s actions and then share
that script, I don’t think that that is really a good use of ingimp. That said,
I think it is interesting to ask, could we characterize people’s use enough, so
that we can start clustering groups of people together and then providing a
forum for these people to meet and learn from one another? That’s something we haven’t worked out. I think we have enough work cut out for us
right now just to characterize how the community is using it.
It was not meant as a feature request, but as a way to imagine how usability
research could flip around and also become productive work.

Yes, totally. I think one of the things that we found when bringing people
into to assess the basic usability of the ingimp software and ingimp website,
is that people like looking at things like what commands other people are
using, what the most frequently used commands are, and part of the reason
that they like that, is because of what it teaches them about the application.
So they might see a command they were unaware of. So we have toyed with
the idea of then providing not only the command name, but then a link
from that command name to the documentation – but I didn’t have time to
implement it, but certainly there are possibilities like that, you can imagine.

Maybe another group can figure something out like that? That’s the beauty of
opening up your software plus data set of course. Well, just a bit more on what
is logged and what not ... Maybe you could explain where and why you put the
limit and what kind of use you might miss out on as a result?
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I think it is important to keep in mind that whatever instrument you use
to study people, you are going to have some kind of bias, you are going
to get some information at the cost of other information. So if you do a
video taped observation of a user and you just set up a camera, then you
are not going to find details about the monitor maybe, or maybe you are
not really seeing what their hands are doing. No matter what instrument
you use, you are always getting a particular slice. I think you have to work
backwards and ask what kind of things do you want to learn. And so the
data that we collect right now, was really driven by what people have done
in the past in the area of instrumentation, but also by us bringing people
into the lab, observing them as they are using the application, and noticing
particular behaviours and saying, hey, that seems to be interesting, so what
kind of data could we collect to help us identify those kind of phenomena,
or that kind of performance, or that kind of activity? So again, the data that
we were collecting was driven by watching people, and figuring out what
information will help us to identify these types of activities. As I’ve said,
this is really the first project that is doing this, and we really need to make
sure we don’t poison the well. So if it happens that we collect some bit of
information, that then someone can later say, Oh my gosh, here is the person’s
file system, here are the names they are using for the files or whatever, then it’s
going to make the normal user population weary of downloading this type
of instrumented application. This is the thing that concerns me most about
Open Source developers jumping into this domain, is that they might not
be thinking about how you could potentially impact privacy.
I don’t know, I don’t want to get paranoid. But if you are doing it, then
there is a possibility someone else will do it in a less considerate way.
I think it is only a matter of time before people start doing this, because
there are a lot of grumblings about, we should be doing instrumentation, someone just needs to sit down and do it. Now there is an extension out for Firefox
that will collect this kind of data as well, so you know ...
Maybe users could talk with each other, and if they are aware that this
type of monitoring could happen, then that would add a different social
dimension ...
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It could. I think it is a matter of awareness, really, so when we bring
people into the lab and have them go to the ingimp website, download and
install it and use it, and go check out the stats on the website, and then we
ask questions like, what kind of data are we collecting? We have a lengthy
concern agreement that details the type of information we are collecting and
the ways your privacy could be impacted, but people don’t read it.
So concretely ... what information are you recording, and what information are
you not recording?
We record every command name that is applied to a document, to an image.
Where your privacy is at risk with that, is that if you write a custom script,
then that custom script’s name is going to be inserted into a log file. And so
if you are working for example for Lucas or DreamWorks or something like
that, or ILM, in some Hollywood movie studio and you are using ingimp
and you are writing scripts, then you could have a script like ‘fixing Shrek’s
beard’, and then that is getting put into the log file and then people are
going to know that the studio uses ingimp. We collect command names,
we collect things like what windows are on the screen, their positions, their
sizes, we take hashes of layer names and file names. We take a string and
then we create a hash code for it, and we also collect information about how
long is this string, how many alphabetical characters, numbers, things like
that, to get a sense of whether people are using the same files, the same
layer names time and time again, and so on. But this is an instance where
our first pass at this, actually left open the possibility of people taking those
hashes and then reconstructing the original strings from that. Because we
have the hash code, we have the length of the string, all you have to do is
generate all possible strings of that length, take the hash codes and figure
out which hashes match. And so we had to go back and create a new
scheme for recording this type of information where we create a hash and
we create a random number, we pair those up on the client machine but
we only log the random number. So, from log to log then, we can track if
people use the same image names, but we have no idea of what the original
string was. There are these little ‘gotchas’, things to look out for, that I
don’t think most people are aware of, and this is why I get really concerned
about instrumentation efforts right now, because there isn’t this body of
experience of what kind of data should we collect, and what shouldn’t we
collect.
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As we are talking about this, I am already more aware of what data I would allow
to be collected. Do you think by opening up this data set and the transparent
process of collecting and not collecting, this will help educate users about these
kinds of risks?
It might, but honestly I think probably the thing that will educate people
the most is if there was a really large privacy error and that it got a lot of
news, because then people would become more aware of it because right
now – and this is not to say that we want that to happen with ingimp – but
when we bring people in and we ask them about privacy, Are you concerned
about privacy?, and they say No, and we say Why? Well, they inherently trust
us, but the fact is that Open Source also lends a certain amount of trust to
it, because they expect that since it is Open Source, the community will in
some sense police it and identify potential flaws with it.

Is that happening?
Are you in dialogue with the Open Source community about this?

No, I think probably five to ten people have looked at the ingimp code –
realistically speaking I don’t think a lot of people looked at it. Some of the
GIMP developers took a gander at it to see how could we put this upstream,
but I don’t want it upstream, because I want it to always be an opt-in, so
that it can’t be turned on by mistake.
You mean you have to download ingimp and use it as a separate program? It
functions in the same way as GIMP, but it makes the fact that it is a different
tool very clear.

Right. You are more aware, because you are making that choice to download
that, compared to the regular version. There is this awareness about that.
We have this lengthy text based consent agreement that talks about the data
we collect, but less than two percent of the population reads license agreements. And, most of our users are actually non-native English speakers,
so there are all these things that are working against us. So, for the past
year we have really been focussing on privacy, not only in terms of how we
collect the data, but how we make people aware of what the software does.
We have been developing wordless diagrams to illustrate how the software
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functions, so that we don’t have to worry about localisation errors as much.
And so we have these illustrations that show someone downloading ingimp,
starting it up, a graph appears, there is a little icon of a mouse and a keyboard on the graph, and they type and you see the keyboard bar go up, and
then at the end when they close the application, you see the data being sent
to a web server. And then we show snapshots of them doing different things
in the software, and then show a corresponding graph change. So, we developed these by bringing in both native and non-native speakers, having
them look at the diagrams and then tell us what they meant. We had to go
through about fifteen people and continual redesign until most people could
understand and tell us what they meant, without giving them any help or
prompts. So, this is an ongoing research effort, to come up with techniques
that not only work for ingimp but also for other instrumentation efforts, so
that people can become more aware of the implications.
Can you say something about how this type of research relates to classic usability
research and in particular to the usability work that is happening in Gimp?
Instrumentation is not new, commercial software companies and researchers
have been doing instrumentation for at least ten years, probably ten to
twenty years. So, the idea is not new but what is new, in terms of the
research aspects of this, is how do we do this in a way where we can make
all the data open? The fact that you make the data open, really impacts your
decision about the type of data you collect and how you are representing it.
And you need to really inform people about what the software does. But I
think your question is ... how does it impact the GIMP’s usability process?
Not at all, right now. But that is because we have intentionally been laying
off to the side, until we got to the point where we had an infrastructure,
where the entire community could really participate with the data analysis.
We really want to have this to be a self-sustaining infrastructure, we don’t
want to create a system where you have to rely on just one other person for
this to work.

What approach did you take in order to make this project self-sustainable?

Collecting data is not hard. The challenge is to understand the data, and I
don’t want to create a situation where the community is relying on only one
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person to do that kind of analysis, because this is dangerous for a number of
reasons. First of all, you are creating a dependency on an external party, and
that party might have other obligations and commitments, and might have
to leave at some point. If that is the case, then you need to be able to pass the
baton to someone else, even if that could take a considerate amount of time
and so on. You also don’t want to have this external dependency, because
of the richness in the data, you really need to have multiple people looking
at it, and trying to understand and analyse it. So how are we addressing
this? It is through this StatsJam extension to the MediaWiki that I will
introduce today. Our hope is that this type of tool will lower the barrier
for the entire community to participate in the data analysis process, whether
they are simply commenting on the analysis we made or taking the existing
analysis, tweaking it to their own needs, or doing something brand new.

In talking with members of the GIMP project here at the Libre Graphics
Meeting, they started asking questions like, So how many people are doing
this, how many people are doing this and how many this? They’ll ask me while
we are sitting in a café, and I will be able to pop the database open and say, A
certain number of people have done this, or, no one has actually used this tool at
all. The danger is that this data is very rich and nuanced, and you can’t really
reduce these kind of questions to an answer of N people do this, you have to
understand the larger context. You have to understand why they are doing
it, why they are not doing it. So, the data helps to answer some questions,
but it generates new questions. They give you some understanding of how
the people are using it, but then it generates new questions of, Why is this
the case? Is this because these are just the people using ingimp, or is this
some more widespread phenomenon? They asked me yesterday how many
people are using this colour picker tool – I can’t remember the exact name –
so I looked and there was no record of it being used at all in my data set. So
I asked them when did this come out, and they said, Well it has been there at
least since 2.4. And then you look at my data set, and you notice that most of
my users are in the 2.2 series, so that could be part of the reasons. Another
reason could be, that they just don’t know that it is there, they don’t know
how to use it and so on. So, I can answer the question, but then you have
to sort of dig a bit deeper.
You mean you can’t say that because it is not used, it doesn’t deserve any attention?
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Yes, you just can’t jump to conclusions like that, which is again why we
want to have this community website, which shows the reasoning behind
the analysis. Here are the steps we had to go through to get this result, so
you can understand what that means, what the context means, because if you
don’t have that context, then it’s sort of meaningless. It’s like asking, what
are the most frequently used commands? This is something that people
like to ask about. Well really, how do you interpret that? Is it the numbers
of times it has been used across all log files? Is it the number of people
that have used it? Is it the number of log files where it has been used at
least once? There are lots and lots of ways in which you can interpret this
question. So, you really need to approach this data analysis as a discourse,
where you are saying, here are my assumptions, here is how I am getting to
this conclusion, and this is what it means for this particular group of people.
So again, I think it is dangerous if one person does that and you become to
rely on that one person. We really want to have lots of people looking at it,
and considering it, and thinking about the implications.
Do you expect that this will impact the kind of interfaces that can be done for
GIMP?
I don’t necessarily think it is going to impact interface design, I see it
really as a sort of reality check: this is how communities are using the
software and now you can take that information and ask, do we want to
better support these people or do we ... For example on my data set, most
people are working on relatively small images for short periods of time,
the images typically have one or two layers, so they are not really complex
images. So regarding your question, one of the things you can ask is, should
we be creating a simple tool to meet these people’s needs? All the people are
is just doing cropping and resizing, fairly common operations, so should we
create a tool that strips away the rest of the stuff? Or, should we figure out
why people are not using any other functionality, and then try to improve
the usability of that? There are so many ways to use data I don’t really
know how it is going to be used, but I know it doesn’t drive design. Design
happens from a really good understanding of the users, the types of tasks
they perform, the range of possible interface designs that are out there, lots
of prototyping, evaluating those prototypes and so on. Our data set really
is a small potential part of that process. You can say, well according to this
data set, it doesn’t look like many people are using this feature, let’s not
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much focus too on that, let’s focus on these other features or conversely,
let’s figure out why they are not using them ... Or you might even look at
things like how big their monitor resolutions are, and say well, given the size
of the monitor resolution, maybe this particular design idea is not feasible.
But I think it is going to complement the existing practices, in the best
case.

And do you see a difference in how interface design is done in free software projects,
and in proprietary software?
Well, I have been mostly involved in the research community, so I don’t have
a lot of exposure to design projects. I mean, in my community we are always
trying to look at generating new knowledge, and not necessarily at how to
get a product out the door. So, the goals or objectives are certainly different.
I think one of the dangers in your question is that you sort of lump a lot
of different projects and project styles into one category of ‘Open Source’.
‘Open source’ ranges from volunteer driven projects to corporate projects,
where they are actually trying to make money out of it. There is a huge diversity of projects that are out there; there is a wide diversity of styles, there
is as much diversity in the Open Source world as there is in the proprietary
world. One thing you can probably say, is that for some projects that are
completely volunteer driven like GIMP, they are resource strapped. There is
more work than they can possibly tackle with the number of resources they
have. That makes it very challenging to do interface design, I mean, when
you look at interface code, it costs you 50% or 75% of a code base. That
is not insignificant, it is very difficult to hack and you need to have lots of
time and manpower to be able to do significant things. And that’s probably
one of the biggest differences you see for the volunteer driven projects, it
is really a labour of love for these people and so very often the new things
interest them, whereas with a commercial software company developers are
going to have to do things sometimes they don’t like, because that is what
is going to sell the product.

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In 2007, OSP met with venture communist Dmytri Kleiner
and his wife Franziska, 1 late at night in the bar Le Coq in
Brussels. Kleiner had just finished his lecture InfoEnclosure-2.0
at Verbindingen/Jonctions and we wanted to ask what his ideas
about peer production could mean for the practice of designers and typographers. Referring to Benjamin Tucker, Yochai
Benkler, Marcel Mauss and of course Karl Marx, Kleiner explains how to prevent leakage at the point of scarcity through
operating within a total system of worker owned companies.
Between fundamentals of media- and information economy, he
talks about free typography and what it has to do with nuts
and bolts, the problem of working with estimates and why the
people that develop Scribus should own all the magazines it
enables.

First of all we have to be clear, our own company is very small and
doesn’t actually earn enough money to sustain itself right now. We sustain
our company at this point by taking on other projects; for example we are
here for a project that has really little to do with Telekommunisten, where
we’re helping a recruiting company in Canada, I’m in the UK for a very different reason than Telekommunisten, doing independent software development for a private company. So we’re still self-funding our company. So we
haven’t yet got to a stage where our company can actually sustain itself from
our own peer production, which is our goal. But how we plan to realize
that goal, is through peer production. To start we can sketch out a simple economic model, to understand how the economics work. Economics
work with the so called factors of production: you have land, labour and
capital. Land is natural resources, that which occurs naturally, that which
nobody produces, that just sort exists. Land, electromagnetic frequencies,
everything which naturally exists. Labour is work, something that people
do. Capital is what happens when you apply labour to land, and you create
products. Some of these products have to be consumed, and some of those
products are to be used in further production, and that’s capital. So capital

1

editor for a German publishing company

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is the result of labour applied to land that create output that is used for
further production, and that’s tools, machines and so forth. This system
produces commodities which are consumed in the market. In this system
the dominating input in the production owns the final product, and all of
the actual value of the products is captured at that stage. So whoever sells
the product in the marketplace captures the full value of that product, the
full marginal value, or use value. All of the inputs to that process can never
make anymore than their own cost of reproduction, make their own subsistence cost. So if as a worker you’re selling your labour to somebody else
who owns the product, you’re never going to capture anymore than your
subsistence cost.
Could you make that sort of concrete?

Well, the reason that people need design is because there’s some product
that in the end requires design as an input. For instance, a simple case is
obviously a magazine, in which design is a major input. The value is always
going to be captured by the people selling the magazine. All of the inputs
to that magazine, including design, journalism, layout, administration, are
never going to capture more than their reproduction costs. So in order for
any group of workers to really capture the value of their labour, they have to
own the final product. Which means that they can’t just simply be isolated
in one field, like design. It means that the entire productive cycle has to be
owned collectively by the workers. The designers, together with the journalists, together with the administrators, have to own the magazine, otherwise
they can’t capture their full value. As a group of designers this is very difficult, because as a group of designers you’re only selling an input, you’re not
at the end owning a product. The only way to do this is by forming alliances
with other people, and not based on wages, not based on them giving you
an arbitrary amount of money for that input, which will never be higher
than reproduction cost, but based on owning together the final product. So
you contribute design, somebody else contributes journalism, somebody else
contributes administration and together you all own this magazine. Then
it is this magazine that is sold on the market that is your wage, the value
of the magazine on the market. That is the only way that you can capture
the marginal value of your labour. You have to sell the product, not the input, not labour. Marx talks about labour being itself a commodity, and that
means that you can never capture its marginal contribution of production,
you can only capture its reproduction cost. Which means what it would
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cost to sustain a designer. A designer needs to eat, a designer needs a place
to live, to have a certain lifestyle to fit in the design community and that’s
all you get by selling your labour. You won’t get anymore because there is
no reason for the owner of the product to give you anymore. The only way
you can get more is if you own the product itself, collectively with the other
labour inputs. And I know that’s a bad answer, nobody wants to hear that
answer.
Haha!

This estimate is at the start in the possibility. Because the whole point
of a creative project is that you’re doing something that hasn’t been done
before. And we have all struggled with this before. There’s two things you
don’t know at the beginning of a contract. The first is how long it will
take and the second is what the criteria of being finished will be. You don’t
know either of those two things, and, since you don’t, determining the value
upfront of that is a complete guess. Which means that, when you agree to a
fixed-price term, you are agreeing to take on yourself the risk of the delivery
of the project. So it’s a transfer of risks. Of course the people that are buying
your labour as commodity want to put that risk back on you. They don’t
want to take the risk so they make you do that, because they can’t answer
the question of how much does it cost and how long it will take. They want
a guarantee of a fixed price and they want you to take all the risk. Which is
very unfair because it’s their product in the end; the end product is owned
by them and not by you. It’s a very exploitative relationship to force you
to take the risk for capitalizing their product. It’s a bad relationship from
the beginning. If you’re good at estimating and you know your work and
your limits and the kind of work you can do, you can make that work, and
make a living by being good at this estimates; but still first of all you’re
taking all the risk unfairly, and second you can’t make anything more than a
living. While if we’re going to build any kind of movement for social change
with these new forms of organization, we have to accumulate. Because the
political power is an extension of economic power. So if we actually think
that our peer production communities are going to have political power and
ultimately change society, that can only happen to the degree that we can
accumulate. Which means capturing more than the reproduction costs of
our labour input, it means actually capturing the full value of our labour’s
products. The Benjamin Tucker quote I mentioned before is a good way to
keep it in mind. The natural wage of labour is its product. The natural wage
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of labour isn’t 40 an hour, it isn’t some arbitrary number. The natural wage
of labour is its product.
In our case the product is making phone calls. And we don’t offer our labour
in the form of software development, we are putting together a collective
that can do everything, develop a software and bring it to the market. It is
actually the consumer making telephone calls that will pay for it. As I said,
with it we are not actually making a sustainable living from it right now.
We are only building this. We are still making most of our sustenance by
selling our labour.
Yeah.

That’s where we are starting from. But because we are going for a
model where the end product is sold directly to the consumer, there is
not mediation. There is no capitalist owners that are buying our labour and
owning the product and then selling the product for it’s value to the market.
We are selling the product directly to the consumers of the product, so there
is nothing in-between. And all of the workers that contribute to the making
of this product, whether they are programmers or into administration or
designers, together own this product and own this company. If you’re not
selling the product, then what you’re selling is behavioural control. If you’re
not paying for the magazine directly, it is paid for with the money coming
from lobbyists or from advertisers that want to control the behaviour of the
people perceiving that media, by making them buy some things or vote in a
certain way or have a certain image of a certain state department or the role
of the state. In the economical model where the actual magazine isn’t being
sold, where the media is free, in the way television is free, the base of that
model is what Dallas Smythe calls ‘audience power’. Smythe is one of the
main writers about the politically economy of communications, and this is
sort of referred to in his ‘audience commodity’ thing, which is very degraded
and unfundamental discourse, but it’s related. ‘Audience power’, ultimately,
is just behavioural control. There is money to be made by changing the
behaviours of others. And this is the fundamental source of media funding,
sometimes it is commercials to sell an actual product by ads and sometimes
it is more subtle, like legitimizing a political system or getting people to
think favourably about a party or a state department or a government.
All the artists and the designers of the poster and the people that come to
the event, they have all kinds of motivations, use value. But the exchange
values, where the money comes from, the people buying the checks, what
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they are buying is behavioural control, is to be represented in this context.
Through their commercial or political or legitimation purposes. The state
has legitimation needs, the state needs to be something that is thought of as
positive by people. And it does this by funding things that give a legitimacy,
like art, culture, social services. What it is buying, is this legitimation. It is
behavioural control. When an advertiser sponsors an art show or an event
or a television program what they are buying is the chance to make people
buy their product. So it is not that every single person, every single artists
in the show was thinking about how to manipulate the audience. Not at all,
they are just making art ... But where the money comes from, what they
are actually selling on the market, is behavioural control. It is the so called
‘audience power’.
How does that change the work itself you think?

It changes the way you work, a lot. There are so many restrictions
and limitations when you work on this model, on capital finance, because
the medium is constantly subverted and subjugated by the mediation, the
mediation is the message to make it a catch phrase. If you know that your
art show is being funded by a certain agency, you’re going to avoid talking
critically about that agency, because obviously that is going to deny you
funding further on. It’s clear that the sources of funding affect the actual
message that is delivered at the end. It’s not possible to have SONY Records
sponsor an art show that then tells you how SONY is evil. It is very unlikely
that it is going to be funded again, maybe you can trick them once, but it’s
not going to be sustainable. We were joking before about how my use of
anarchist and socialist terminology actually gets the most flak from other
people in my own field. That’s because they are trying to portray what we
do in Free Software development and peer production as being unpolitical.
With my saying that no, it’s actually quite political, explaining why, they
feel like I’m blowing their cover. Like I’m almost outing them as being
leftist radicals and they don’t want this image because they actually think
they can fool this system. Which I think is delusional, I don’t think you
can fool this system. But that’s a very clear example how it does actually
change the context and change the message. Because you are always selfconscious of how you’re going to pay your rent and how you’re going to pay
your bills. It’s impossible to separate yourself from this context and if the
funding is coming from these directions you’re always going to self-censor
and it’s going to affect what you talk about in your choices that you make.
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What to present, what not to present, where to place the emphasis where
not to place the emphasis, it will always be modified by the context you are
producing in. And if what you’re being paid for is essentially to make people
like SONY or make people like the state then it’s going to change the way
you present what you are doing.
Yochai Benkler used the term ‘commons-based peer production’ and of
course took great pains to avoid talking about communism and try to limit
this only to information production. He’s very clear, for him this is not for
real material production. Because he’s a liberal lawyer, working for a major
university, in the states ... so this is how he presents his work.
But what this means, commons-based production, means that the instruments of production are actually collectively owned but controlled by the
direct producers, which means that nobody can actually earn money simply by owning the instruments of production. You can only earn money
by employing the instruments of production in actually making something.
So, commons-based peer production. You have common things like instruments of production, land and capital, they’re are commonly controlled and
commonly owned, and individual labour of peers is applied to that shared
commons and the results of that labour is then owned by the actual producers. None of that product is owned by the people who are simply owning
instruments of production. That is what is meant by commons-based peer
production. But that’s exactly what the anarchist and the socialist call communism. There is no actual difference. Communism in a text book example
is the state less, property-less society. And that’s what it means, commonsbased peer production is a neologism, a modern way of saying communism
because for political reasons, post-war rhetoric, these words are verboten
and you can’t say them. So people invent new words, but they’re saying
exactly the same things. The point is that producers require land and capital to produce. If certain private interest controls all of the access of direct
producers to land and capital, then those private interests can extract the
surplus value. Another great quote from Benjamin Tucker is whenever one
person earns without sweating ... ehm sorry, whenever one person earns without
sweating, another person sweats without earning and that’s fundamentally true.
If anybody is earning revenue simply by owning instruments of production,
that means that people actually producing are not capturing the value of
their labour. And that’s what commons-based peer production is. The idea
that we have a commons which is all of our property, nobody controls our
instruments of production, they’re all our property together. Each of us
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have our labour and we apply that to the commons and we produce something and whatever we produce, that is ours. It’s our own, provided that we
are not taking anything away from anybody else, provided that we are not
taking any exclusive control of the commons.
In the case of Free Software development, the Free Software itself is a commons. But things that you might make with Free Software are not part of
the commons, they’re your own. But the problem with software itself is
that because software is immaterial and therefore has no reproduction costs,
it can be reproduced with no costs, it also has no exchange value. So in
order to convert it to exchange value you always have to apply other forms of
property: land, capital, hard fixed property ... And so, as commons-based
peer producers in the Yochai Benkler world, we have our little internal communism, but we can neither live in it nor feed ourselves with it. So in order
to actually sustain ourselves, to actually capture our material subsistence, we
then have to deal with people that own land an capital; fixed, scarce properties, and we have no leverage in that negotiation. The only things we can
get back from the people that consume the output of our labour, is our
reproduction costs and nothing more, while they continue to capture and
accumulate the extra value. Again, how that applies to design is another
thing, I don’t think you can isolate one kind of worker from the overall
thing. The point is you have to think of where is the value coming from,
what are you really selling? Because you’re not really selling design, design
is an input. What are you really ...
What do you mean with ‘design is an input’?

Design is an input. The average consumer doesn’t buy design. Nobody
goes to a store and says I’d like a design. They only want the design because
they want another product that has design as an input of that product. If
you’re making beer and you need a label, you find a designer to make the
label. But what you’re selling is beer, you’re not selling design. So you always
have to think about what are you really selling. What is the actual product
that people is exchanging for, what is the source for the exchange value.
And once you identify the source of the exchange value, you have to figure
out how to create a direct relationship with all the other producers that are
involved in the production cycle.
...

Seems incredibly difficult ...

If it was easy then capitalism would have been overthrown centuries ago

193

... You’re now owning a magazine already with a couple of people. The
next person asks you to design a beer label ...
You have to own the beer factory!

... And I think next you should own the paper company that makes ...

And then you need people and say I know how to make design, I need
some people who know how to make beer. So then we have a beer factory.
And then you need people who drink the beer! Who’s going to make the
people that drink the beer?
Haha.

But wait, there must be a little bit of difference, a modified option to
this. For example ...

In the scenario of commons-based peer production it’s not that the designers have to own the beer factory, it’s just that there can’t be any capitalist
in the middle that owns the land, it’s enough if the designers and the beer
makers both own the land together and the capital together ...
So if the beer company is also worker-owned and you come to an arrangement ... Isn’t it the idea of shares? Applying labour and therefore having shares on something ...

Yes, but it has to be equal. Shares in a capitalist system are unequal.
That’s the idea of copy-far-left. It’s the idea of a public license that allows
free use for non-alienated forms of production and denies free use for alienated forms of production. In the case of software, for instance, which is
not the greatest application of copy-far-left, but is a good example to understand, the software would be usable by a workers’ cooperative for free
but a private corporation employing wage labour and private capital couldn’t
use it for free. They would have to either not use it at all or negotiate a
different set of terms under which they could use it. So the question is
how do we remove coercive property relationships. If you really have a situation of commons-based peer production, or communism, where there is
no state, no property, the instruments of production are collectively owned,
people just work together in a very kind of free way, than it could certainly
work. But that’s not the world we are living in, so we have to be defensive
of our commons and how we produce in order for it to grow. We have
to think about where the exchange value is and think about where the use
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value crosses into exchange value and make sure that the point is within our
boundary. If we can do that, that’s enough. If we have a worker-owned
design collective that works with a worker-owned beer company, that’s as
good as together owning a beer company. But only if they also live on land
and apartments that are also worker-owned, because otherwise the landlord will simply capture value; you have to look for the point of leakage.
Even with a workers’ design company and a workers’ beer company living
in Brussels renting from capitalist, then the people that own the apartment
and the land will simply capture all the surplus value. The surplus value
will always leak at the point of scarcity, so the system has to be complete,
what Marcel Mauss calls a ‘total system’. It has to be a total system, if it
is not, if the entire cycle of production doesn’t go through commons-based
peer production hands, then it’s going to leak at the first point of scarcity.
Then whoever privately controls the one scarce resource through which all
this cycle of production goes through, will capture all the surplus value.
Again, back to our very basic model. The price of anything is its reproduction cost, so the price of something that is immaterial is zero. So, since
the beginning of mechanical reproduction, property-based interest groups
have tried to create artificial barriers to production. When you have artificial
barriers to reproduction the immaterial assets start to behave like material
assets; this is where copyright and intellectual property come from. It’s
the desire of property groups, to make immaterial assets behave price-wise
the same as material assets, the only way to do that is creating barriers to
reproduction.
Typography obviously comes from this culture, like a lot of other media
culture. There is rules about how you can reproduce it, and it creates
the opportunity for the owners of these things to capture exchange value.
Because the reproduction costs are no longer zero, because of artificial costs
of reproduction. But in certain things the capitalists are not homogeneous,
there’s not just one group of capitalists. There is many different capitalists.
Even though some make their living from typography, many more capitalists make their living by using typography, so with typography as an input.
From the point of view of those capitalists, the ones trying to restrict the
reproduction of typography are a problem. So if they can hire their own
staff and develop free typography with other companies, they’re not selling
typography, that’s just an input for them. Like for standardized nuts and
bolts, one time this was true too, bolt-makers would make their nuts and
bolt not fit, in the sense that if you wanted to use a nut from one company
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and a bolt from another you couldn’t do so. They tried to create a barrier
from this, but since the nuts and bolts industry is not the biggest in capital,
because capital itself need nuts and bolts, the other companies got together
and said wait a minute, let’s just have standardized nuts and bolts, we don’t
want to make our money from nuts and bolts, we want to make our money
off-stream, from the product we make from nuts and bolts. Typography
falls into the same system. I imagine most of the people that are creating
free typography work for companies and they have their salary paid by companies that use typography, not companies that sell typography. Companies
that actually use typography in other production, whether it’s publishing or
whatever else they’re making, so the reproduction costs of the typographers
is paid for by not controlling the typography itself, but by employing it in
production and using it in another field. The people that are still trying
to hold on to typography as a product, as an end product that they capture
from intellectual property, are being pushed out.
In other things this is not just the case. If you look at the amount of money
that publishing companies spend on QuarkXpress, that’s not really a big
deal. From their point of view, they can hire some programmers and they
can make their own QuarkXpress and work with five other publishing companies, but the amount of money that they spend on QuarkXpress overall,
isn’t that high ...
Haha.

So the same economy of scale doesn’t apply. This is why commercial
software is still hanging on in these niche markets where there isn’t a broad
enough market. It’s not a broad enough input so that freedom is supported
by the users of it. Typography is a very general input. It’s like a nut or
a bolt, while QuarkXpress is pretty specific. Franziska was saying that in
her publishing company all they really need is two copies, or maybe one
even, of the software, and the whole company can work with it. They
just go to the computer with it when they need to do the layout, overall
it’s not a huge cost. They don’t need it every time they publish a book.
Whether if they had to pay for the font they used and every time they
wanted to use a different font, and they had to pay for it again, that would
be a problem, so they’d rather use a free font, and if that means hiring
somebody to drop the pixels down for a new font once and then having it
free forever, it can all make sense. That’s why typography is different from
software. And so the Scribus project has gone really far but the reason
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it’s obscure is because except from the ideological case, they don’t have a
business case they can make for the publishers. Because for publishers they
want a piece of software that works and if it costs 400$ once, who cares.
It doesn’t really affect their business model. You have to make the case for
the publishers that if you form an association of all the publishers and you
together develop some new Free Software to do publishing, that would be
better and cheaper and faster. Then maybe eventually this case would be
made and something like this would exist, but it’s not like an operating
system or a web browser, that is really used everywhere all the time, and
would be really inconvenient to pay for every time. If companies had to pay
every single time they put a web browser on their computer, that would be
very inconvenient for them. Even Microsoft doesn’t dare to charge money
for Internet Explorer, cos they know people would just say Fuck off. They’re
not going to buy it. In more obscure areas, like publishing, 3D animation,
film and video, it doesn’t make so much of a difference. In those business
models, for instance 3D animation, one of the biggest companies is Pixar.
They make the movies! They don’t make the software, they go all the way
through the process and they make the movie! So they completely own
everything. For that reason it makes sense for them, since they capture the
full value of their product in the end, because they make the movies, that
their software enables them to make. And this would be a good model
for peer production as well, except obviously they’re a capitalist organization
and they exploit wage labour. But basically if Scribus really wanted to have a
financial base, the people that develop Scribus would have to own a magazine
that is enabled by Scribus. And if they can own the magazine that Scribus
enables then they can capture enough of that value to fund the development
of Scribus, and it would actually develop very quickly and be very good,
because that’s actually a total system. So right from the software to the
design, to the journalism, to the editing, to the sale, to the capture of the
value of the end consumer. But because it doesn’t do that, they’re giving
Free Software away ... To who? Where is the value captured? Where is the
use value transferred into exchange value? It’s this point that you have to get
all the way to, and if you don’t make it all the way there, even if you stop a
mile short, in that mile all of the surplus value will be sucked out.

197

This conversation took place in Montreal at the last day of
the Libre Graphics Meeting 2011. In the panel How to
keep and make productive libre graphics projects?, Asheesh
had responded rather sharply to a remark from the audience that only a very small number of women were
present at LGM: Bringing the problem back to gender is
avoiding the general problem that F/LOSS has with social
inclusion. Another good reason to talk to him were the
intriguing ‘Interactive training missions’ that he had been
developing as part of the OpenHatch.org project. I wanted
to know more about the tutorials he develops; why he decided to work on ‘story manuals’ that explain how to report a bug or how to work with version control. Asheesh
Laroia is someone who realizes that most of the work
that makes projects successful is hidden underneath the
surface. He volunteered his technical skills for the UN
in Uganda, the EFF, and Students for Free Culture, and
is a developer on the Debian team. Today, he lives in
Somerville, MA. He speaks about his ideas to audiences
at international F/LOSS conferences.
The interactive training missions are really linked to the background of
the OpenHatch project itself. I started working on it because to my mind,
one of the biggest reasons that people do not participate in Free Software
projects, is that they either don’t know how or don’t feel included. There is
a lot you have to know to be a meaningful contributor to Free Software and
I think that one of the major obstacle for getting that knowledge, and I am
being a bit sloppy with the use of the term maybe, is how to understand a
conversation on a bug-tracker for example. This is not something you run
into in college, learning computer science or any other discipline. In fact,
it is an almost anti-academic type of knowledge. Bug tracker conversations
201

are ‘just people talking’, a combination of a comment thread on a blog and
actual planning documents. There’s also tools like version control, where
close to no one learns about in college. There is something like the culture
of participating in mailing lists and chatting on IRC ... what people will
expect to hear and what people are expecting from you.
For people like me that have been doing all these things for years, it feels
very natural and it is very easy to forget all the advantages I have in this
regard. But a lot of the ways people get to the point where I am now
involves having friends that help out, like Hey, I asked what I thought was a
reasonable question on this mailing list and I did not get any answer or what
they said wasn’t very helpful. At this stage, if you are lucky, you have a friend
that helps you stay in the community. If you don’t, you fall away and think
I’m not going to deal with this, I don’t understand. So, the training missions
are designed to give you the cultural experience and the tool familiarity in an
automated way. You can stay in the community even when you don’t have a
friend, because the robot will explain you what is going on.

So how do you ‘harvest’ this cultural information? And how do you bring it into
your tool?

There is some creative process in what I call ‘writing the plot’; this is very
linear. Each training mission is usually between three and fifteen minutes
long so it is OK to have them be linear. In writing the plot, you just imagine
what would it take a new contributor to understand not only what to do, but
also what a ‘normal community member’ would know to do. The different
training missions get this right to different extents.

How does this type of knowledge form, you think? Did you need to become a kind
of anthropologist of Free Software? How do you know you teach the right thing?
I spend a lot of time both working with and thinking about new contributions to Free Software. Last September I organized a workshop to teach
computer science students how to get involved in Open Source. And I have
also been teaching interpersonally, in small groups, for ten or eleven years.
So I use the workshops to test the missions and than I simply ask what
works. But it is tough to evaluate the training missions through workshops
because the workshops are intended to be more interpersonal. I definitely
had positive feedback, but we need more, especially from people that have
been two or three years involved in the Free Software community, because
202

they understand what it feels like to be part of a community but they may
still feel somewhat unsure about whether they have everything and still remember what was confusing to learn.

I wasn’t actually asking about how successful the missions are in teaching the
culture Free Software ... I wanted to know how the missions learn from this
culture?
So far, the plots are really written by me, in collaboration with others. We
had one more recent contribution on Git written by someone called Mark
Freeman who is involved in the OpenHatch project. It did not have so
much community discussion but it was also pretty good from the start. So
I basically try to dump what is in my head?

I am asking you about this, thinking about a session we once organized at
Samedies, a woman-and-Free-Software group from Brussels. We had invited
someone to come talk to us about using IRC on the command-line and she was
discussing etiquette. She said: On IRC you should never ask permission before
asking a question. This was the kind of cultural knowledge she was teaching us
and I was a bit puzzled ... you could also say that this lack of social interfacing
on IRC is a problem. So why replicate that?
In Debian we have a big effort to check the quality of packages and maintaining that quality, even if the developer goes away. It is called the ‘Debian
QA project’ and there’s an IRC channel linked to that called #debian-qa.
Some of the people on that channel like to say hello to each other and
pay attention when other people are speaking, and others said stop with all
the noise. So finally, the people that liked saying hello moved to another
channel: #debian-sayhi.

Meaning the community has made explicit how it wants to be spoken to?

The point I am trying to make here, is that I am agreeing to part of what
you are saying, that these norms are actually flexible. But what I am further
saying, is that these norms are actually being bent.

I would like to talk about the new mission on bug reporting you said you were
working on, and how that is going. I find bug reports interesting because if
they’re good, they mix observation and narration, which asks a lot from the
imagination of both the writer and the reader of the report; they need to think
203

themselves in each others place: What did I expect that would happen? What
should have happened? What could have gone wrong? Would you say your
interactive training missions are a continuation of this collective imaginary work?

A big part of that sort of imagination is understanding the kinds of things
that could be reasonable. So this is where cultural knowledge comes in. If
you program in C or even if you just read about C, you understand that
there is something called ‘pointers’ and something called ‘segfaults’ and if
your program ends in that way, that is not a good thing and you should
report a bug. This requires an imagination on the side of the person filing
the bug. The training missions give people practice in seeing these sorts of
things and understand how they could work. To build a mental model, even
if it is fuzzy, that has enough of the right components so they can enter in
discussion and imagine what happened.
Of course when there are real issues such as groping at conferences, or
making people feel unwelcome because they are shown slides of half-naked
people that look like them ... that is actually a gender issue and that needs
to be addressed. But the example I gave was: Where are the Indians, where
are the Asians in our community? This is still a confusing question, but not
awkward.

Why is it not awkward?

(laughs) As I am an Indian person ... you might not be able to tell from the
transcription?
It is an easy thing to do, to make generalizations of categories of people
based on visible characteristics. Even worse, is to make generalizations about
all individual people in that class. It is really easy for people in the Free
Software community to subconsciously think there are no women in the
room ‘because women don’t like to program’, while we know that is really
not true. I like to bring up the Indian people as an example because there
are obviously a bunch of programmers in India ... the impression that they
can’t program, can’t be the reason they are excluded.

But in a way that is even more awkward?

Well, maybe I don’t feel it is that awkward because I see how to fix it, and I
even see how to fix both problems at the same time.
204

In Free Software we are not hungry for people in the same way that corporate
hiring departments are. We limp along and sometimes one or two or three
people join our project per year as if by magic and we don’t know how and
we don’t try to understand how. Sometimes external entities such as Google
Summer of Code cause many many more show up at the doorstep of our
projects, but because they are so many they don’t get any skills for how to
grow. When I co-ran this workshop at the computer science department at
the University of Pennsylvania on how to get involved in Open Source, we
were flooded with applicants. They were basically all feeling enthusiastically
about Open Source but confused about how to get involved. 35% of the
attendees were women, and if you look at the photos you’ll see that it wasn’t
just women we were diverse on, there were lots of types of people. That’s
a kind of diversity-neutral outreach we need. It is a self-empowerment
outreach: ‘you will be cooler after this, we teach you how to do stuff ’ and
not ‘we need you to do what we want you to do’, which is the hiring-kind
of outreach.

And why do you think Free Software doesn’t usually reach out in this way? Why
does the F/LOSS community have such a hard time becoming more diverse?

The F/LOSS community has problems getting more people and being more
diverse. To me, those are the same problems. If we would hand out flyers
to people with a clear message saying for example: here is this nice vector
drawings program called Inkscape. Try it out and if you want to make it even
better, come to this session and we’ll show you how. If you send out this
invitation to lots of people, you’ll reach more of them and you’ll reach more
diverse people. But the way we do things right now, is that we leave notes
on bug trackers saying: help wanted. The people that read bug trackers, also
know how to read mailing lists. To get to that point, they most likely had
help from their friends. Their friends probably looked like them, and there
you have a second or third degree diversity reinforcement problem. But
leaving gender diversity and race diversity aside, it is such a small number of
people!

So, to break that cycle you say there is a need to externalize knowledge ... like
you are doing with the OpenHatch project and with your project ‘Debian for
Shy People’? To not only explain how things technically work, but also how they
function socially?
205

I don’t know about externalizing ... I think I just want to grow our community. But when I feel more radical, I’d say we should just not write ‘How
to contribute’ pages anymore. Put a giant banner there instead saying: This
is such a fun project, come hang out with us on IRC ... every Sunday at 3PM.
Five or ten people might show up, and you will be able to have an individual
conversation. Quickly you’ll cross a boundary ... where you are no longer
externalizing knowledge, but simply treat them as part of your group.
The Fedora Design Bounties are a big shining example for me. Maírín Duffy
has been writing blog posts about three times a year: We want you to join
our community and here is something specific we want you to do. If you get it
right, the prize is that you are part of our community. The person that you get
this way will stick around because he or she came to join the community.
And not because you sent a chocolate cake?

Not for the chocolate cake, and also not for the 5000$ that you get over
the course of a Google summer of code project. So, I question whether it
is worth spending any time on a wiki-page explaining ‘How to contribute’
when instead you could attract people one by one, with a 100% success-rate.

Writing a ‘How to contribute’ page does force teams to reflect on what it takes to
become part of their community?
Of course that is true. But compared to standing at a job-fair talking to
people about their resume, ‘How to contribute’ pages are like anonymous,
impersonal walls of text that are not meant to create communication necessarily. If we keep focusing on communicating at this scale, we miss out on
the opportunity to make the situation better for individual people that are
likely to help us.

I feel that the Free Software community is quite busy with efficiency. When you
emphasize the importance of individual dialogue, it sounds like you propose a
different angle, even when this in the end has the desired effect of attracting more
loyal and reliable contributors.

It is amazing how valuable patience is.

You talked about Paul, the guy that stuck around on the IRC channel saying hi
to people and than only later started contributing patches after having seen two
or three people going through the process. You said: If we had implied that this
206

person would only be welcome when he was useful ... we would have lost
someone that would be useful in the future.

The obsession with usefulness is a kind of elitism. The Debian project
leader once made this sort of half-joke where he said: Debian developers
expect new Debian contributors to appear as fully formed, completely capable
Debian developers. That is the same kind of elitism that speaks from You
can’t be here until you are useful. By the way, the fact that this guy was some
kind of cheerleader was awesome. The number of patches we got because
he was standing there being friendly, was meaningful to other contributors,
I am sure of it. The truth is ... he was always useful, even before he started
submitting patches. Borrowing the word ‘useful’ from the most extreme
code-only definition, in the end he was even useful by that definition. He
had always been useful.

So it is an obsession with a certain kind of usefulness?
Yes.

It is nice to hear you bring up the value of patience. OSP uses the image of a
frog as their logo, a reference to the frog from the fairy tale ‘The frog and the
princess’. Engaging with Free Software is a bit like kissing a frog; you never know
whether it will turn into a prince before you have dared to love it! To OSP
it is important not to expect that things will go the way you are used to ... A
suspension of disbelief?

Or hopefulness! I had a couple of magic moments ... one of the biggest
magic moments for me was when I as a high school student e-mailed the
Linux kernel list and than I got a response! My file system was broken,
and fsck-tools were crashing. So I was at the end of what I could do and
I thought: let’s ask these amazing people. I ended up in a discussion with
a maintainer who told me to submit this bug-report, and use these dump
tools ... I did all these things and compiled the latest version from version
control because we just submitted a patch to it. By the end of the process
I had a working file system again. From that moment on I thought: these
magic moments will definitely happen again.
If you want magic moments, than streamlining the communication with your
community might not be your best approach?
207

What do you mean by that?

I was happy to find a panel on the program of LGM that addressed how this
community could grow. But than I felt a bit frustrated by the way people were
talking about it. I think the user and developer communities around Libre
Graphics are relatively small, and all people actually ask for, is dialogue. There
seems to be lots of concern about how to connect, and what tools to use for that.
The discussion easily drifts into self-deprecating statements such as ‘our website is
not up-to-date’ or ‘we should have a better logo’ or ‘if only our documentation
would be better’. But all of this seems more about putting off or even avoiding
the conversation.
Yes, in a way it is. I think that ‘conversations’ are the best, biggest thing
that F/LOSS has to offer its users, in comparison with proprietary software.
But a lot of the behavioral habits we have within F/LOSS and also as people
living in North America, is derived from what we see corporations doing.
We accept this as our personal strategies because we do not know any alternatives. The more I say about this, the more I sound like a hippie but I
think I’ll have to take the risk (laughs).
If you go to the Flash website, it tells you the important things you need to
know about Flash, and than you click download. Maybe there is a link to a
complex survey that tries to gather data en masse of untold millions of users.
I think that any randomly chosen website of a Libre Graphics project will
look similar. But instead it could say when you click download or run the
software ... we’re a bunch of people ... why don’t you come talk to us on IRC?
There are a lot people that are not in the conversation because nobody ever
invited them. This is why I think about diversity in terms of outreach, not
in terms of criticizing existing figures. If in some alternate reality we would
want to build a F/LOSS community that exists out of 90% women and
10% men, I bet we could do it. You just start with finding a college student
at a school that has a good Computer Science program ... she develops a
program with a bunch of her friends ... she puts up flyers in other colleges
... You could do this because there are relatively so little programmers in
the world busy with developing F/LOSS that you can almost handpick the
diversity content of your community. Between one and a thousand ... you
could do that. There are 6 million thousand people on this planet and the
amount of people not doing F/LOSS is enormous. Don’t wring your hands
about ‘where are the women’. Just ask them to join and that will be that!
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Tying the story to data

In the summer of 2010, Constant commissioned artist and
researcher Evan Roth to develop a work of his choice, and
to make the development process available in some way.
He decided to use a part of his fee as prize-money for
The GML-Recorder Challenge, inviting makers to propose an Open Source device ‘that can unobtrusively record
graffiti motion data during a graffiti writer’s normal practice in the city’. In three interviews that took place in
Brussels and Paris within a period of one and a half years,
we spoke about the collaborative powers of the GMLstandard, about contact points between hacker and graffiti
cultures and the granularity of gesture.
Based on conversations between Evan Roth (ER), Femke
Snelting (FS), Peter Westenberg (PW), Michele Walther
(MW), Stéphanie Villayphiou (SV), John Haltiwanger (JH)
and momo3010.
Brussels, July 2010
ER
FS

So what should we talk about?

Can you explain what GML stands for?

GML stands for Graffiti Markup Language 1 . It is a very simple fileformat designed for amateur programmers. It is a way to store graffiti
motion data. I started working with graffiti writers, combining graffiti
and technology back in New York, in 2003. In graduate school, my thesis
ER

1

Graffiti Markup Language (.gml) is a universal, XML based, open file format designed to
store graffiti motion data (x and y coordinates and time). The format is designed to maximize
readability and ease of implementation, even for hobbyist programmers, artists and graffiti
writers. http://www.graffitimarkuplanguage.com

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Tying the story to data

was on graffiti analysis, and writing software that could capture their
gestures, to archive motion data from graffiti writers. Back than I was
saving the data in an x-y-time array, I was calling them .graph files and I
sensed there was something interesting about the data, the visualization
of motion data but I had never opened up the project at that time.
About a year ago I released the second part of the project, of which the
source code was open but the dataset wasn’t. In conversation with a
friend of mine named Theo 2 , who also collaborated with me on the
L.A.S.E.R. Tag project 3 , he brought up the .graph file again and how
we could bring back the file format as a way to connect all these different applications. Graffiti Analysis 4 , L.A.S.E.R. Tag, EyeWriter 5 ... so I
worked with Theo Watson, Chris Sugrue 6 and Jamie Wilkinson 7 and
other people to develop Graffiti Markup Language. It is a simple set of
guidelines, basically an .xml file format that saves x-y-time data but does
it in a way that is very specifically related to graffiti so there’s a drip tag
and there’s tags related to the size of the brush and to how many strokes
you have: is it one stroke or two strokes or three strokes.
The main idea is: How do you archive the motion of graffiti and not just
the way graffiti looks. There are a lot of people photographing graffiti,
making documentaries etc. but there hasn’t been a way to archive graffiti
in ways of code yet.
FS

What do you mean, ‘archive in terms of code’?

There hasn’t been a programmatic way to archive graffiti. So this
is like taking a gesture and trying to boil it down to a set of coordinate
points that people can either upload or download. It is a sort of midpoint
between writers and hackers. Graffiti writers can download the software
and have how-to guides for how to do this, they can digitize their tags
ER

2
3

4
5
6
7

Theo Watson http://www.theowatson.com
In its simplest form, L.A.S.E.R. Tag is a camera and laptop setup, tracking a green laser
point across the face of a building and generating graphics based on the laser’s position which
then get projected back onto the same building with a high power projector.
http://graffitiresearchlab.com/projects/laser-tag
Graffiti Analysis is a digital graffiti blackbook designed for documenting more than just ink.
http://graffitianalysis.com
The EyeWriter is a low-cast eyetracking system originally designed for paralyzed graffiti artist
TEMPT. The EyeWriter system uses inexpensive cameras and Open Source computer vision
software to track the wearer’s eye movements. http://www.eyewriter.org
Chris Sugrue http://csugrue.com
Jamie Wilkinson http://www.jamiedubs.com

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Tying the story to data

and upload it to an open database. The 000000book-site 8 hosts all this
data and some people are writing software for this.

So there are three parts: the GML-standard, software to record and
play and than there is the data itself – all of it is ‘open’ in some way. Could
you go through each of them and talk about how they produce uploads and
downloads?
FS

Right. It starts with Graffiti Analysis. It is software written in C++
using OpenFrameworks, an Open Source platform designed by artists for
visual applications. Right now you can download the recorder app and
from that you can generate your own .gml files. And from there you can
upload these files into the playback app. In the beginning that was the
only Open Source side of the project. Programmers could also make new
applications based on the software, which also happened.
Last night we met Stéphane Buellet 9 who is developing a calligraphy
analysis project and he used Graffiti Analysis as a starting point. I find it
exciting when that happens but more often people take the file-format as
a starting point, and use it as a jumping-off point for making their own
work.
Second was the database. We had this file-format that we loosely defined.
I worked with Jamie to develop the 000000book site. It is pretty nutsand-bolts but you can click ‘upload’ and click on your own .gml files and
it will playback in the browser. People have developed their own playback
mechanisms, which are some of the first Open Source collaborations that
happened around .gml files. There is a user account and you can upload
files; people have made image renderers, there are people that have made
Flash players, SVG players. Golan Levin has developed an application
that converts a .gml file into an auto-CAD format. The 000000book site
is basically where graffiti writers connect to developers.
In the middle between Graffiti Analysis and database is the Graffiti Markup
Language, that I think will have its own place on the web. But sometimes
ER

8

9

http://000000book.com. Pronounced: ‘Black Book’: ‘A black book is a graffiti artist’s
sketchbook. Often used to sketch out and plan potential graffiti, and to collect tags from
other writers. It is a writer’s most valuable property, containing all or a majority of the
person’s sketches and pieces. A writer’s sketchbook is carefully guarded from the police and
other authorities, as it can be used as material evidence in a graffiti vandalism case and link a
writer to previous illicit works.’
Wikipedia. Glossary of graffiti — wikipedia, the free encyclopedia, 2014. [Online; accessed 5.8.2014]

Stéphane Buellet, Camera Linea http://www.chevalvert.fr/portfolio/numerique/camera-linea

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Tying the story to data

I see it as one project. One of my interests is in archiving graffiti and all
of these things are ways of doing that. It is interesting how these three
things work together. In terms of an OS development model it has been
producing results I haven’t seen when I just released source code.
FS

How do you do that, develop a standard for graffiti?

We started by looking at Graffiti Analysis and L.A.S.E.R. Tag, the
apps that were using graffiti motion data. From those two projects I had a
lot of experience of meeting graffiti writers as a userbase. When you meet
with them, they tell you right away what pieces of the software they think
are missing. So from talking with them we developed a lot of features
that now are in GML like brushes, drips, line-thickness. Some people
had single line tags and some people had multi-line tags so that issue
came up because GML tracks both drawing and non-drawing motion so
we knew that we needed in the file format to talk about pen up and pen
down. I was interested in the connection points between lines also.
We tried to keep it very stripped down. From the beginning we knew
that people that would participate as developers or anonymous contributors were not going to be the same people that would develop a Linux
core. They are students, people just getting into programming or visual
programming. We wanted people to be able to double-click a .gml file
and than everything should verbally make sense so it is Begin stroke.
End stroke. Anyone with basic programming skills should be able to
figure out what’s going on.
ER

Did you have any moment where you had to decide: this does not belong
to graffiti or: this might be more for calligraphy tracking?
FS

The only thing that has to be in there is the format in x-y time
scenario with some information on drawing and not drawing, everything
else is bonus. So if you load an .xml file structured like that, compliant
apps will load it in. On top of that, there are features that some apps
will want and others not. Keywords are, for example, a functionality that
we are still developing applications for. It is there but we are looking for
how to use it.
ER

FS

Did you ever think about this standard as a way to define a discipline?

(laughs) I think in the beginning it was a very functional conversation.
We were having apps running this data and I don’t think we were thinking
ER

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Tying the story to data

of defining graffiti when we were writing the format. But looking back,
it is interesting to think about it.
Graffiti has a lot of privacy issues related to it too, right? So we did
discuss about what it would mean to start recording geo-located data.
There are different interests in graffiti. There is an interest in visuals and
in deconstructing characters. Another group is interested in it, because
it is a sport and more of a performance art. For this type of interest, it
is more important to know exactly where and when it happened because
it is different on a rooftop in New York to a studio in the basement of
someones house. But if someone realizes this data resulted from an illegal
action, and wanted to tie it back to someone, than it starts to be like
a surveillance camera. What happens when someone is caught with a
laptop with all this data?
FS

Your desire to archive, is it also about producing new work?

I see graffiti writers as hackers. They use the city in the same way
as hackers are using computer systems. They are finding ways of using
a system to make it do things that it wasn’t intended to do. I am not
sure graffiti writers see it this way, but I am in this position where I have
friends that are hackers, playing around with digital structures online.
Other friends are into graffiti writing and to me those two camps are
doing the most interesting things right now, but these are two communities that hardly overlap. One of the interests I have is making these
two groups of people hang out more. I was physically the person bridging these two groups; I was the nerd person meeting the graffiti writers
talking to them about software and having this database.
Now it is not about my personal collection anymore, it is making a handshake between two communities; making them run off with each other
and having fun as opposed to me having to be there all the time to make
introductions.
ER

Is GML about the distribution of signature? I mean: The gestures of
a specific person can now be reproduced by a larger community. How does
that work?

FS

This is an interesting conversation we should have with the graffiti
writers. A tag might be something they have been writing for more than
25 years and that will be very personal to them and the way they write
this is because they’ve written it a million times. So at the one hand it
ER

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Tying the story to data

is super-personal, but on the other hand a lot of graffiti writers have no
problem sharing this data. To them it is just another tag. They feel like,
I have written this tag a billion times and so when you want to keep one of
them, it is no big deal.
I don’t think the conversation has gotten as involved as it could have.
You set something in motion and cross your fingers hoping that everyone
plays nice and things go well and so far that is what has been happening.
But you are dealing with people that are uploading something that is super
personal to them and I’d be curious to see what happens in the future.
The graffiti taxonomy project that I have been doing involves a lot of
photos of graffiti. It is a visual studies based on characters, I am shooting
thousands of photos of graffiti and I don’t have an opportunity to meet
with all these writers to ask them if it is OK. So I get e-mails from writers
once in a while saying Hey, you used a photograph of one of my tags and
usually it is them feeling out where my intentions are and where I am
coming from.
It has taken a long time to gain the trust of the community I am working with. Usually when I am able to explain what I am doing and that
everything is released openly and meant to be completely free, so far at
least the people I have managed to talk toare OK with it and understand
it. Initially when people see something they’ve made being used by other
people, a lot of times it can be a point where a red flag is raised and I am
assuming there are more red flags going to go up.
FS

If you upload a .gml file, can you insert a licence?

Not yet. Right now there is not even a ‘private mode’ on the
000000book site. If you upload, everything is public. There is a lot of
interesting issues with respect to the licence that I have been reluctant to
deal with yet. Once you start talking too much about it, you will scare
off people on either side of the fence. I think that will have to happen at
some point but for now I have decided to refer to it as an ‘open database’
and I hope that people will play nicely, like I said.
ER

FS

But just imagine, what kind of licence would you need?

It might make more sense to go for a media-related licence than for
a code licence. Creative Commons licences would lend themselves easily
for this. People could choose non-commercial or pure public domain.
Does that make sense?
ER

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Tying the story to data

Well, yes but if you look at the objects that people share, we’re much
closer to code than to a video file?
FS

is?

ER

Functionally it is code. But would a graffiti writer know what GPL

I am interested in the apprentice-system you were talking about earlier.
Like a young writer learning from someone else they admire. The GML
notation of x-y-time might help someone to learn as well. But would you
ever really copy someone else’s tag?
PW

One of the reasons I think graffiti writing has this history of apprenticeship is because you don’t really have a chance to learn otherwise. You
don’t turn on the TV and see someone else doing it. You only see how it
is being written if you see other people actually do it. That was one of the
original reasons I started doing graffiti research because, having met with
graffiti writers. I thought: it is a dance, it is as much about motion as
it is about how the final image is constructed. You can come to a much
better understanding about how it is made as opposed to just seeing a
photograph of it.

ER

If you want to learn from the person writing, you would need to see
more than just the trace of a pen?
PW

Someones tag might look completely different if they had six seconds
to make it, they make different decisions. In the first version of the
Graffiti Analysis project, I had one camera recorder tracking the pen and
another camera behind the hand and another so you could see the full
body. But there was something about tracking just the pen tip that I
liked. It is an easier point of entry for dealing with the motion data than
having three different video feeds.
ER

Maybe it is more about metadata? Not a question of device or application, but about space for a comment.
FS

Maybe in the keywords there will be something like: Rooftop.
Brooklyn. Arrested.
The most interesting part is often the stories that people tell afterward
anyway. So it is an interesting idea, how to tie the story to the data.
It is a design problem too. Historically graffiti has been documented
many times by outsiders. The movie Style Wars 10 is a good example of
ER

10

Style Wars. Tony Silver, 1983. http://www.stylewars.com

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Tying the story to data

this epic documentary that was made by outsiders that became insiders.
Also, the people that have been documenting most of the graffiti are not
necessarily graffiti writers.
Graffiti has a history with documentarians entering into their community and playing a role but sharing the stories is something writers do
internally, not as much to outsiders. How do you figure out a way to get
graffiti writers to document their stories into the .gml files themselves,
or is it going to take outsiders? How does the format facilitate that?

Do you think the availability of a project like GML can have an impact
on the way graffiti is learned? If data becomes available in a community
that operates traditionally through apprenticeships and person-to-person
sharing, what does it do?
FS

I am interested in Open Source culture being influenced by graffiti,
and I am interested in Open Source culture influencing graffiti as well.
On a big picture I would love it if the graffiti community got interested
in these ideas and had more of a skill-sharing-knowledge-base.
KATSU 11 , someone I worked with in New York, has acquireda lot of
knowledge about how to make tools for graffiti and he initially wasn’t
so much into sharing them, because graffiti writers tend to save that
knowledge for themselves so that their tags are always bigger and better (laughs). Talking to him I think I convinced him to write tutorials on
how to make some of these tools. On the street art side there is Mark
Jenkins 12 , he has this technique of making 3D objects that exist within
the city and we had a lot of conversations too.
There are many ways tech circles and Open Source circles can come together with people that are making things outside, with their hands. I
think graffiti can learn from that. In the end people would be making
more things outside which would be a good thing.
ER

In a way typography has a similar culture of apprenticeship. Some
people enjoy spreading knowledge, and others resist in the name of quality
control.
FS

Interesting. I think the work I am doing is such a tangent! In general,
for something that is decidedly against the rules, the culture of writing
graffiti often has a rigid structure. To people in that community what
ER

11
12

KATSU http://www.flickr.com/search/?q=graffiti+katsu
Mark Jenkins tapesculptures http://tapesculpture.org

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Tying the story to data

I do is a blip on their radar. I am honored when I get to meet graffiti
writers and they are interested in what I am doing but I don’t think it
will change anything in what is in some ways a very strict system.
And I don’t want that either. I like the fact that they found a way to make
spraypaint and markers change the way each city in the world looks. They
have the tools they need. Digital projectors will not change that. Graffiti
writers still like to see their names projected at big scales in new ways but
it is not something they really need (laughs).

And the other way around? How does graffiti have an influence on
Open Source communities?
FS

For the people on the technology side, it is an easy jump. To think
about hacking software systems and than about making things outside.
I see that with the Free Art and Technology Group 13 that I help run.
When they start thinking about projects in the city, it takes little to come
up with great ideas. I also see that in the class I teach, Urban Hacking.
There is already a natural overlap.
ER

FS

What connects the two?

It is really about the idea of hacking. The first assignment in the
class is not to make anything, but simply to identify systems in the city.
What are elements that repeat. Trying to find which ones you can slip
into. It has been happening in graffiti forever. Graffiti in New York in
the eighties was to me a hack, a way to have giant paintings circulating in
the city ... There is a lot of room to explore there.
ER

Your experience with the Blender community 14 did not sound like an
easy bridge?

FS

Recently I released a piece of software that translates a .gml file and
translates it into a .stl file, which is a common 3D format. So you can
basically take a graffiti gesture and import it into software like Blender.
I used Blender because I wanted to highlight this tool, because I want
these communities to talk to each other.
So I was taking a tag that was created in the streets of Vienna and pulling
it into Blender and in the end I was exporting it to something that could
ER

13
14

The Free Art and Technology (F.A.T.) Lab is an organization dedicated to enriching the
public domain through the research and development of creative technologies and media.
Release early, often and with rap music. http://fffff.at
Blender is a free Open Source 3D content creation suite. http://www.blender.org/

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Tying the story to data

be 3D printed, to become something physical. The video that I posted intentionally showed online showed screenshots from Blender and it ended
up on one of the bigger community sites. I only saw it when my cousin,
who is a big Blender user, e-mailed me the thread. There is about a hundred dedicated Blender users discussing the legitimacy of graffiti in art
and how their tools are used 15 ; pretty interesting but also pretty conservative.
FS

Why do you think the Blender community responded in that way?

It doesn’t surprise me that much. Graffiti is hard to accept, especially
when we are talking about tags. So the only reason we might be slightly
surprised by hearing people in the Open Source community react that
way, is because intellectual property doesn’t translate always to physical
property. Writing your name on someone’s door is something people universally don’t like. I understand. For me the connection makes sense but
just because you make Open Source doesn’t mean you’ll be interested in
graffiti or street art or vice versa. I think if I went to a Blender conference
and gave a talk where I explained sort of where I see these things overlap,
I could make a better case than the three minute video they reacted to.
ER

What about Gesture Markup Language instead of Graffiti Markup
Language?
FS

Essentially GML records x-y-time data. If you talk about what it
functionally does, it is probably more related to gesture than it is to graffiti. There is nothing at the core specifically related to graffiti. I am
interested in branding it in relation to graffiti and to get people to talk
about Open Source where it is traditionally not talked about. To me
that is interesting. It is a way to get people excited about open data, and
popularizing ideas about Open Source.
ER

FS

Would you be OK if it would get more popular in non-graffiti circles?

I am super excited when I see it used in bizarre places. I’ll keep using
it for graffiti, but someone e-mailed me that they were upset that it only
tracks one point. There hasn’t been a need to track multiple tags at once.
They wanted to use it to track juggling, but how to track multiple balls
in the air? I keep calling it Graffiti Markup Language because I think it
is a good story.
ER

15

http://www.blendernation.com/2010/07/09/blender-graffiti-analysis

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PW

What’s the licence on GML?

We haven’t really entered into that. Why would you need a licence
on a file format?
ER
FS

It would prevent that anyone could own the standard.

That sounds good. Actually it would be interesting for the project, if
someone would try to licence it. Legal things matter, but for the things I
do, I am most of all interested in getting the idea across.
ER

I am interested in the way GML stems from a specific practice. How
it is different and similar to large, legal, commercial, global standardization practices. Related, how can GML connect to other standard practices?
Could it be RDF compliant?

FS

PW

Gesture recognition to help out the police?

Or maps of places that are in need of some graffiti? How to link GML
to other types of data?
FS

It is hard for me to imagine something. But one thing is interesting
for example, how GML is used in the EyeWriter project. It has not
so much to do with gesture, but more with how you would draft in a
computer. TEMPT is plotting points, so the time data might not be so
interesting but because it is in the same format, the community might
pick it up and do something with it. All the TEMPT data he writes with
his eyes and it is uploaded to the 000000book site automatically. That
allowed another artist called Benjamin Gaulon 16 who I now know, but
didn’t know at the time, to use it with his Print Ball project. He took the
tag data from a paralyzed graffiti writer in Los Angeles and painted it on
a wall in Dublin. Eye-movement translated into a paint-ball gun ... that
is the kind of collaboration that I hope GML can be the middle-point
for. If that happens, things can start to extrapolate on either end.
ER

You talked about posting a wish-list and being surprised that your
wishes were fulfilled within weeks. Why do you think that a project like
EyeWriter, even if it interests a lot of people, has a hard time gathering
collaborators, while something much more general like GML seems to be
more compelling for people to contribute to?
FS

16

Benjamin Gaulon, Print Ball
http://www.eyewriter.org/paintball-shooting-robot-writes-tempt1-tag

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Tying the story to data

I’ll answer that in a second, but you reminded me of something
else: because EyeWriter was GML based, a lot of the collaborations
that happened with people outside of the project were GML related,
not EyeWriter related. So we did have artists like Ben and Golan take
data drawn by TEMPT and do completely different things which made
TEMPT a collaborator with them in a way. The software allowed him to
share his work in a format that allowed other people to work with him.
The wish-list came out of the fact that I was working on a graffiti related
project that had a lot of use but not a lot of innovation. Not so many
people were using it in ways I wasn’t expecting, which is something you
always hope of course. By saying: Here’s the things I really would like to
happen, things started to happen. I have been surprised how that drove
momentum. Something similar I hope will happen to the work we will
do together in the next months too!
ER

FS

What are you planning to do?

We are planning to make a dedicated community page for the graffiti
markup language which is one of the three points of the triangle. The
second step would be a new addition to the wish-list, a challenge with a
prize associated to it which seems funny. The project I’d like to concentrate on is making the data collection easier so that graffiti writers can be
more active in the upload sense. Taking the NASA development model:
Can you get into orbit on this budget?
ER

How is that different from the way you record graffiti motion at the
moment?
FS

If I go out with a graffiti writer, I’m stuck standing with a laptop and
a camera facing the wall and then the graffiti writer needs to have a really
bright light attached to the writing device which is a bit counter-intuitive
when you are trying to do something without being seen (laughs). It
could be infrared by the way, that could be the first step but then security
cameras would still pick it up. The design I am focusing momentum on is
a system that’s easier. A system that can work without me there, without
having to have a laptop there. The whole idea is that it would be a natural
way to get good data, to document graffiti without a red-head holding a
laptop following you around the whole time!
ER

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Tying the story to data

Paris, December 2010
FS

How is it to be the sole jury member?

I tried to get another jury-member on there actually. Do you know
Limor Fried? She runs Adafruit Industries. 17 I really like her work. She
works with her partner Phil Torrone who runs Make Blog. 18 I invited
her to be the second jury-member because she makes Open Source hardware kits; this is her full-time thing. She is very smart and has a lot of
background in making DIY kits that people actually build. She is also
very straightforward and very busy, so she wrote back and said: this is
too much work. No.
So ... yeah, I am the only jury member. Hmmm.
ER

SV

Is the contest already over?

It is not over. It was easy to launch; I tried to coincide it with the
launch of the website and there were a couple of things going on at the
same time. The launch helped spread the word about this file format, and
people making projects, and vice versa.
ER

Did you have any proposals that came close to meeting the challenge?
Did you consider giving out the prize?
FS

No.
There are a couple of people that got really close. The interesting thing
that is happening with the challenge is something that is also happening
to other high barrier projects: You end up speaking to the people you already work with the most. I have a hard time figuring out to some extent
what is really happening, but the things I hear, of people making progress,
is people that are close to me. It reminds me of the EyeWriter project
where people that are to dip their toes into this, are already in the friend
group, or one level removed. They are pretty high level programmers.
I didn’t really think that actual money would be such an incentive but
more that it would make the challenge feel serious, more in the sense
of an organization that has some kind of club behind it. If you solved
one of the design problems by the Mozilla community you could receive
ER

17
18

Limor Fried, Adafruit Industries http://www.adafruit.com
Phillip Torrone, Makezine http://makezine.com/pub/au/Phillip_Torrone

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kudo’s from the community, but if you solved one of my projects, you
don’t really get kudo’s from my community, do you?
Having the money associated makes it this big thing. At Ars Electronica
and so on, it got people talking about it and so it is out there. That
part worked. Beyond that it has been a bit hard to keep the momentum.
Friends and colleagues send me ideas and ask me to look at things, but
people I don’t know are hard to follow; I don’t think they are publishing
their progress. There is a hackerspace in Porto that has been working on
it, so I see on their blog and Twitter that they are having meetings about
this and are working on it.
Don’t you think having only one prize produces a kind of exclusivity? It
seems logical not to publish your notes?
FS

ER Maybe. Kyle 19 has been thinking up ways to do it and I know he
wanted to use an optical mouse, and then this a friend Michael 20 has been
using sensors, and he ran into a software problem but had the hardware
problem more or less solved. And then Kyle, a software expert, has been
running into hardware problems and so I kind of introduced them to each
other over e-mail so I don’t know if they are working on it together.
FS

Would you consider splitting the prize?

I don’t care, but I don’t know if the candidates would consider splitting the prize! I know Michael has already spent a lot of money because
he has been buying Arduinos and other hardware. He wants to make
a cheap version to solve the problem and then make another one that
costs 150 on top of the price limitation to make it easier to use. He is
spending a bunch of money so even if he wins, it is going to get him only
out of the hole and he will not have much left.
Actually, Golan 21 had an idea for an iPhone app that he wants to make
but I am not sure it solves it.
ER

FS

Why don’t you think his app will solve it?

He is really interested in making something where you do not need
to meet with the graffiti writer. His idea was that if you could take a
photo of it on the wall, and then with your finger you guide it for how it
ER

19
20
21

Kyle McDonald http://kylemcdonald.net
Michael Auger http://lm4k.com
Golan Levin http://www.flong.com

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Tying the story to data

was written. It has an algorithm for image processing and that combined
with your best guess of how it was written would be backed out in motion
data. But it is faked data.
FS

That it is really interesting!

Yes it is and I would love it if he would make it but I am not going to
let him win with it (laughs). I understand why he wants to do it; especially
if you are not inside the graffiti community, your only experience is what
you see on the wall and you don’t know who these people are and it is
going to be almost impossible to ever get data for those tags. If you don’t
have access to that community you are never going to get the tag of the
person that you really want. I like the idea that he is thinking about
getting some data from the wall as opposed to getting it from the hand.
ER

Learning by copying. Nowhere near solving the challenge, but interesting. OSP 22 we were discussing about the way designers are invited into
Open Source Software by way of contest. Troy James Sobotka 23 got angry
and wrote: We want to be part of this community, we don’t want to compete
for it.
FS

With the EyeWriter project, we were thinking a lot about that; how
to spur development. I think I would not have done a competition with
the EyeWriter. Making it fun, that is what makes it happen. If it would
be a really serious amount of money, with people scraping at each other,
fighting each other ...
For me, the fact that there is prize money makes something that is already
ridiculous in itself even more funny. To have prize money for such a small
community of people that are interested in coding and in graffiti. I’m not
seriously thinking that we can spur development with this kind of money.
To use the EyeWriter as an example, we’ve had money infusions from
awards mostly and we had to think about how we could use that money
to get from point A to point B. That’s also a project where we had very
ER

22
23

OSP (Open Source Publishing) is a graphic design collective that uses only Free, Libre and
Open Source software. http://ospublish.constantvzw.org
The very notion of Libre / Free software holds cooperation and community with such high regard
you would think that we would be visionary leaders regarding the means and methods we use to
collaborate. We are not. We seem to suffer from a collision of unity with diversity. How can we
more greatly create a world of legitimate discussion regarding art, design, aesthetic, music, and other
such diverse fields when we are so stuck on how much more consistent a damn panel looks with tripe
22 pixel icons of a given flavour?
http://www.librescope.com/975/spec-work-and-contests-part-two

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Tying the story to data

definable design goals of what we wanted to reach, especially between the
first version and where we are now with the second version.
FS

How did that work?

We are not talking about a ton of money here, 10 to 20.000 , and
we tried to get as far as we could. We got almost no work done between
the meetings in LA but if we flew in, it was OK to take a week out of
our schedules and really hammer at it. We were trying to think how we
could do the same thing for people that we wanted to work with and who
we had met in conferences. So that is how we thought of spending that
money.
The other way we use money in the EyeWriter project is that we buy
people kits. We know a few people that are interested in hacking on it
but they don’t have the hardware. Not that they are so expensive, but
Zach wants to buy twenty or thirty unpackaged kits and he has interns
working with him in New York helping to build them. So we have these
systems ready so as soon as someone wants to get hacking on it, we can
mail them a working system that they can just plug in and they don’t
have to waste their time ordering all these parts from all these websites
all over China. And when they are done, they just send it back.
ER

You talked about some things in the challenge that worked and some
that didn’t.
FS

I think the forum is the obvious thing that did not work. I have
friends working on OpenFrameworks, it is headed primarily by Zach and
Theo. When you see that forum, it is very involved. It is a deep system,
with many different libraries and lots of code flying around. GML is really
not large enough.
I think what makes sense for this project is when I post news about the
project, I see it ripple in Google Alerts. For people working on it, having
a place where these things show up is already a lot. The biggest success
is the project space, to see all the projects happening.
ER

FS

What happened on the site since we talked?

A project I like, is kml2gml 24 for example. It is done by a friend from
Tokyo. He was gathering GPS data riding his bike around various cities,
and building up a font based on his path. I like projects like this, where
ER

24

Yamaguchi Takahiro http://www.graffitimarkuplanguage.com/kml2GML

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Tying the story to data

someone takes a work that is already done and just writes an application
to convert the data into another format. To see him riding his bike played
back in GML was really nice. It is super low barrier to entry, he already
did all the hard work. I like that there is now a system for piping very
different kinds of data through GML.
FS

But it could also work the other way around?

Yeah. This is maybe a tangent but depending on how someone solves
the GML challenge ... I was discussing this with Mike (the person that is
developing the sensor based version). He was thinking that if you would
turn on his system, and leave it on for a whole night of graffiti writing,
you would have the gestural data plus the GPS data. You could make
a .gml file that is tracking you down the street, and zoom in when you
start making the tag. Also you would get much more information on
3D movement, like tilt and when the pen is picking up and going down.
Right now all I am getting is a 2D view through video data. I am really
keeping my fingers crossed. But he ran into trouble though.
ER

FS

Like what?

I have my doubts about using these kind of sensors, because ‘drift’ is
a problem. When you start using these sensors too long, it tends to move
a little bit. I think he is working within a 0.25 inch margin of error right
now, which is right on the edge. If you are recording someone doing a
big piece, this is not going to ruin my day too much but if you record a
little tag than it is a problem.
The other problem is that you need to orient the system before you start
tagging. It needs to know what is up and down, you have to define your
plane of access. I don’t really understand this 100% but he thinks he can
still fit it all within the ten second calibration requirement, he’s thinking
that each time you come to a wall, you tap once, you tap twice and tap a
third time to define what plane you are writing on and that calibrates the
3D space. Once you have that calibration done, you can start writing. It
is not as easy as attaching a motion sensor. The problem is hard.
ER

So you need to touch the wall before writing on it, feeling out the
playing field before starting! It is like working on a tablet; to move from
actual movement to instruction; navigation blends into the action of drawing
itself.
FS

ER

I like that!

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Tying the story to data

SV

The guy using the iPhone did not use it as a sensor at all?

Theo was interested in using the iPhone to record motion data in
GML, but also to save the coordinates so you could try it into a Google
Earth or something but he had trouble with the sensitivity of the sensor.
Maybe it is better now but you needed to draw on a huge scale for one
letter. You could not record anything small.
ER

But it could be nice if you could record with a device that is less conspicuous.
FS

I know. I have just been experimenting with mounting cameras on
spray-cans. A tangent to GML, but related. It is not data, but video.
ER

What do you think is the difference between recording video, and
recording data? You mentioned that you wanted to move away from documentation the image to capture movement. Video is somehow indirect
data?
FS

Video is annoying in that it is computationally expensive. In Brazil 25
I have been using the laptop but the data is not very precise.
Kyle thinks he might be able to back out GML data from videos. This
might solve the challenge, depending on how many cameras you need and
how expensive they are. But so far I have not heard back from him. He
said it needs three different cameras all looking at the wall. I mean: talk
about computationally expensive! He likes video-processing, he knows
some Open Source software that can look for similar things and knows
how to relate them. To me it seems more difficult than it needs to be
(laughs).
ER

It is both overcomplicated and beautiful, trying to reverse engineer
movement from the image.
FS

I am getting more into video myself. I get more enjoyment from capturing the data than from the projections, like what most people associate
with my work.
ER

FS

Why is it so much more interesting to capture, rather than to project?

In part because it stays new, I’ve been doing those projections for a
while now and I know what happens at these events. For a while it was
very new, we just did it with friends, to project on the Brooklyn bridge
ER

25

Graffiti Analysis: Belo Horizonte, Brazil 2010 http://vimeo.com/16997642

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for example. Now it has turned into these events where everyone knows
in advance, instead of just showing up at at a certain time ate a set corner.
It has lost a lot of its magic and power.
Michele and I have done so many of these projections and we sort of
know what to expect from it, what questions people will ask. When I
meet with graffiti writers, that almost always feels new to me. When we
went to Brazil, we intentionally tried to not project anything but to spend
as much time as possible with writers. Going out with graffiti writers to
me always feels right.

FS Is the documentation an excuse to be taken along, or is the act of
documenting itself interesting to you?

To me documentation is interesting. I don’t know where all of this
is going right now, I am just trying to get the footage; I put these pieces
together showing all this movement but I don’t really know what the final
project is. It is more about collecting data so I am interested in having
video, audio and GML that can be synced up, and the sound from these
microphones is something to do something with later. This is research
for me. I like the idea of having all this data related to a 10 second gesture.
I am thinking that in the future we can do interesting things with it. I
am even thinking about how the audio could be used as a signal to tell
you what is drawing and what is not drawing. It is a really analog way of
doing it, but in that way you don’t need a button where you are getting
true and false statements for what is drawing and what is not drawing;
you can just tell by the sound:
tfffpt ... tfffpt.
ER

FS

You can hear the space, and also the surface.

I got started doing this because I love graffiti and this is a way to
get closer to it again. Like getting back out to the streets and having
very personal relationships to the graffiti writers and talking to them,
and having them give feedback. I think that is how the whole challenge
started. It didn’t start because I was projecting, but because I was out on
the street and testing the capture, having graffiti writers nearby when it
is happening. It feels like things are progressing that way.
ER

Are you thinking of other ways of capturing? You talk about capturing
movement, but do you also archive other elements? Do you take notes,
pictures? What happens to the conversations you are having?
FS

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Tying the story to data

I have been missing out on that piece. It is a small amount of time
we have, and I am already trying to get so much. I am setting up a
camera that shoots straight video from a tripod, I am capturing from the
laptop and I am also screencasting the application, my head is spinning.
One reason I screwed up this footage in the beginning is because with all
these things going on I forget to turn on some things. Maybe someone
will solve this challenge.
ER

FS

Are you actually an embedded anthropologist?

In the back of my head I am thinking this will become a longer documentary. I like to experiment with documentation, whether that is in
code or with video. I do think that there is this interesting connection
between documentation and graffiti and how these two things overlap.
I am always thinking about documentation. The graffiti writer that was
in Vienna 26 showed me a video that was amazing. It was him and a
friend going out on a sunny day at 15:30 in the afternoon with two head
mounted cameras, bombing an entire train and you hear the birds singing
and you only experience it by these two videos that are linked. There are
interesting constraints: your hands are already full, you don’t want peoples’ faces on camera so the head-mounted cameras were smart. Unless
you walk in front of a mirror (laughs).
ER

FS

Is it related to the dream of ‘self documenting code’?

I like that. Even doing the challenge is in a way a reflection on this,
how I am fighting to get GML back to the streets somehow, it has a
natural tendency to get closer to the browser, to the screen, and my job
is to get it back to the street. It is so sexy and fun and flashy and that is
important too. My job is to keep the graffiti influence on it as large as the
other part.
ER

FS
ER

Is any of this reflected in the standard itself?

I haven’t looked at the standard for a while now.

I was thinking again about live coding and notation. Simon Yuill 27
describes notation as a shared space that allows collaboration but also defines
the end of a collaboration.
FS

26
27

momo3010 http://momo1030.com
Simon Yuill. All problems of notation will be solved by the masses. Mute Magazine, 2008

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Maybe using an XML-like structure was a bad idea? Maybe if I had
started with a less code-based set of rules? If the files were raw video,
it would encourage people to go outside more often? By picking XML
I am defining where the thing heads in a way. I think I am OK in the
role of fighting that tendency. It is not just a problem in GML but with a
lot of work I have been doing with graffiti and technology and even way
back with Graffiti Analysis, before GRL (Graffiti Research Lab), the idea
was always to keep the research very close to the people doing graffiti. I
was intentionally working with people bombing a lot and not with graffiti
celebrities. I wanted to work with who’s tag was on my mailbox, who’s
tag do I see a million times when I walk down the street. Since then
a lot has happened, like with more popular projects such as L.A.S.E.R.
Tag, and it goes almost always further away from graffiti. Maybe that is
a function of technology. Technology, or the way it is now, will always
drift towards entertainment uses, commercial uses.
ER

Do you think a standard can be subversive? You chose XML because it
is accessible to amateur programmers. But it is also a very formal standard,
and so the interface between graffiti writers and hackers is written in the
language of bureaucracy.
FS

ER (laughs) I thought that there was something funny with that. People
that know XML and the web, they get the joke that something so rigid
and standardized is connected to writing your name on the wall. But to
be honest, it was really just a pragmatic choice.

It reminds me of an interview 28 with François Chastanet who wrote a
book 29 about tagging in Los Angeles. He explains that the Gothic lettering
is inspired by administrative papers!
SV

I am wondering whether you’re thinking about the standard itself as
a space for hacking?
FS

Graffiti is somehow coded in-itself. Do you mean it would be interesting
to think how GML could be coded in a way for graffiti writers, not for
coders?
There would be more space for that when more people start to program at
a younger age? When it is more common knowledge. If I would start to do
ER

28
29

Interview with François Chastanet http://www.youtube.com/watch?v=ayPcaGVKJHg
François Chastanet, Cholo writing: Latino gang graffiti in Los Angeles. Dokument, 2009

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that now, I would quickly lose my small user-base. I love that idea though;
the way XML is programmed fits very much to the way you program for the
web. But what if it was playing more with language, starting from graffiti
which is very coded?
When I was in college, I was always thinking about how to visualize
motion in print. I was looking for ways people had developed languages
for different ways of writing.
ER

Maybe you could look at the Chinese methods for teaching writing,
because the order of the strokes is really important. If you make the stroke
from bottom to top, and not from top to bottom, it is wrong.
SV

A friend in Hong Kong, MC Yan, loves the Graffiti Analysis project
because it shows the order in which he is writing and he likes to play
with that. So he writes words in different order than people are used to
and so it changes the meaning. People can not only watch the final result,
but also the order which is an interesting part of the writing process. The
brush, the angle, direction: depicting motion!
In the beginning of the Graffiti Analysis Research project I was very
against projection, because I felt that was totally against the idea of graffiti. I was presenting all of these print ideas and the output would be
pasted back into the city because I was against making an impermanent
representation of the data. In the end Zach said, you are just fighting this
because you have a motion project and you want to project motion and
then I said alright, I’ll do a test. And the tests were so exciting that I felt
OK with it.
ER

In what way does GML bridge the gap between digital drawing and
hand writing? Could you see a sort of computer-aided graffiti? Could you
see computation enter graffiti?
FS

Yeah. When you are in a controlled environment, in a studio, it is
easy but the outdoors part always trips me up. That is why the design
constraints get interesting, playing in real time with what someone is
writing. I think graffiti writers would be into that too. How to develop
a style that is unique enough to stand out in an existing canon is already
hard enough. This could give someone an edge.
ER

I think the next challenge I’d like to run is about recreating the data
outside. I’ve been thinking about these helicopters with embedded wireless
ER

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Tying the story to data

camera’s, have you seen them? The obvious thing to me would be uploading
a .gml file to one of these helicopters that is dripping paint on a rooftop.
Scale is so important, so going bigger is always going to be better.
Gigantic rooftop tags could be a way to tie it back to the city, give it a
reason? I am thinking of ways to get an edge back to the project. The
GML-challenge is already a step into that direction; it is not about the
prettiest screensaver. To ask people to design something that is tying back
to what graffiti is, which is in a way a crime.
I think fixing the data capture is the right place to start, the next one could
be about making marks in the city. Like: the first person to recreate this
GML-tag on the roof of this building, that would be fun. The first person
that could put this ‘Hello World’ tag onto the Brooklyn bridge and get a
photo of it gets the prize. That would get us back to the question of how
we leave marks on the surface of the city.
When you capture data of an individual writer in a certain standard,
it ends up as typography?
FS

That’s another trend that happens when designers look at graffiti, and
I’ve fallen into this too sometimes, you want to be able to make fonts out of
it. People have done this actually; there’s a project in New York where they
met with pretty influential graffiti writers and asked them to write in boxes,
the whole alphabet, and I think there’s something interesting there.
The alphabet that you saw the robot write was drawn by TEMPT with the
EyeWriter and what he did was a little bit smarter than other attempts by
graffiti writers to make fonts. He intentionally picked a specific style, the
Cholo style, and the format is very tall, vertically oriented, angled. That
style is less about letter connections and pen-flow. What graffiti has developed into, and especially tags, is very much about how it is written and
the order of the letters. When TEMPT picked this style he made a smart
decision that a lot of people miss when you make a font, you miss all the
motions and the connections.
ER

What if a programmer could put this data in a font, and generate
alternating connections?
SV

ER That kind of stuff is interesting. It would help graffiti writers to design
tags maybe?
To get my feet wet, I designed a tag once, and it was so not-fun to write!
I was thinking about a tag that would look different and that would fit

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into corners, I was interested in designing something that wasn’t curved;
that would fit the angles of the city, hard edges. So I had forgotten all
my research about drafting and writing. I think I stopped writing in part
because the tag I picked wasn’t fun o write. For a font to work like writing,
it is not just about possible connections between lines. You’d need another
level in the algorithm, the way the hand likes to move.
It would be a good algorithm to dream up. It was beautiful to see a
robot write TEMPT’s letters by the way.
FS

When TEMPT saw the robot writing for the first time, his reaction was
all about the order of how the letters were constructed. The order is I think
defined by the way he dropped the points in with the EyeWriter software.
When he was writing with his eyes, he ended up writing in the same way
as he would have written with his hands. When he saw the video with the
robot, it freaked him out because he was like: That’s how my hand moved
when I did that tag!
ER

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The Graffiti Markup Field Recorder
challenge

An easily reproducible DIY device that can unobtrusively record graffiti motion data during a graffiti writer’s normal practice in the city. 30
Project Description and Design Requirements:



The GML Field Recorder Challenge is a DIY hardware and software solution for unobtrusively recording graffiti motion data during a graffiti writer’s
normal practice in the city. The winning project will be an easy to follow
instruction set that can be reproduced by graffiti writers and amateur technologists. The goal is to create a device that will document a night of graffiti
bombing into an easily retrievable series of Graffiti Markup Language (.gml)
files while not interfering with the normal process of writing graffiti. The
solution should be easy to produce, lightweight, cheap, secure, and require
little to no setup and calibration. The winning design solution will include
the following requirements listed below:
Material costs for the field device must not exceed 300

300 even felt expensive to me. How can this be a tool that is really
accessible? If it goes over a certain price point, it is not the kind of thing
that people can afford to make. It is a very small community, a lot of the
people that are going to have enough interest to build this are not going
to have a background in engineering, and are probably not even a part of
the maker scene that we know. The audience here might not be people
that are hanging out on Instructables. I wanted to make sure that the
price point meant that people could comfortably take a gamble to make
something for the first time. But I also did not want to make it so small
that the design would be impossible.

ER

30

GML-recorder challenge as published on:
http://www.graffitimarkuplanguage.com/challenges

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Tying the story to data



Computers and equipment outside of the 300

can be used

for non-field activities (such as downloading and manipulating data captured in-field), but at the time of
capture a graffiti writer should have no more than 300
worth of equipment on him or herself.

I was trying to think of how the challenge could be gamed ... I did not
want to get into a situation where we were getting stressed out because some
smart hacker found a hole in the brief, and bought a next generation iPhone
that somehow just worked. I didn’t want to force people to buy expensive
equipment. This line was more about covering our own ass.
ER



The graffiti writer must be able to activate the recording function alone (i.e., without assistance from anyone else).
FS

Are you going to be out of work soon?

Thinking selfishly, I screw up on documentation a lot because I have
too many hats. When I’m going out doing this, I am carrying a laptop, a
calibration set up, I also have one video-camera on me that is just documenting, I have another one on a tripod, and I am usually screen capturing
the software as it processes the video-footage because it tells another story.
I screw up because I forget to hit stop or record. If the data-capture just
works, I can go have fun getting good video-footage.
ER

What if it had to be operated by more than one person? It is nice
how the documentation now turns the act of writing into a performancefor-one.
FS

If you record alone, the data becomes more interesting and mysterious,
right? I mean, no one else has seen it. Something captured very privately,
than gets potentially shared publicly and turned into things that are very
different. I also thought: you don’t want to be dependent on someone else.
It is a lot to ask, especially if you are doing something illegal.
ER

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Any setup and/or calibration should be limited to 10
seconds or less.

This came out of me dealing with the current system. It feels wrong
that it takes ten to fifteen minutes to get it running. Graffiti is not meant
to be that way. This speaks to the problem of the documentation infringing on the writing process, which ideally wouldn’t happen. The longer
the set-up takes, the more it is going to influence the actual writing. It is
supposed to be a fly on the wall.
ER

FS
ER



Does it scale? Does a larger piece allow longer callibration -time?

That’s true. But I think this challenge is really about recording tags.

All hardware should be able to be easily concealed within
a coat with large pockets.

A hack to get around that would have been to design a jacket with ten
gallon pockets!
I put it there again, to make the device not be intrusive. A big part of graffiti
writing is about gaining entry and you limit where you can go depending on
how much equipment you have. How bulky it is, what walls you can get up,
what holes you can get through.
ER



The winning solution should be discrete and not draw
any added attention to the act of graffiti writing.
ER It’s part of the same issue, but this one also came out from me going
out and trying to capture with a system where it requires you to attach
a flashlight to a graffiti implement. I didn’t want anyone solving the
problem and then, Step one is: ‘Attach a police siren to a spraypaint can’

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The resulting solution should be able to record at least
10 unique GML tags of approximately 10 seconds each in
length in one session without the need for connecting
to or using additional equipment.

I wasn’t thinking this was going to be an issue in terms of memorystorage, but maybe in terms of memory management. I did not want the
graffiti writer to behave as if he was on vacation with a camera that could take
only three photos. I wanted to make sure they were not making decisions
on what they were writing based and how much memory they had.
ER



All data recorded using the field recorder should be
saved in a secure and non-incriminating fashion.

(laughs) If I had to do that one again, I would have put that in Bonus
category actually. That’s a difficult question to ask. What does secure
mean? It seems a bit unfair, because it doesn’t fit in to the way graffiti is
currently documented. There’s not a lot of graffiti writers that currently
are shooting encrypted photos and videos, right?
But whatever bizarre format comes out from the sensor will help. I don’t
think that the NYPD will have time or make the effort to parse it. They’d
just have a file with a bunch of numbers. Time stamped GPS coordinates
would be more dangerous.
ER

FS

What would count as proof?

In most cases it is hard to convict someone on the basis of a photo
of a tag that you would tie to another tag. For good reasons, because if it
is a crew name for example, all of a sudden you are pinning one tag on a
person that could have been written by twenty people. This came up in
a trial in DC when an artist named BORF got arrested. He had written
his name everywhere, completely crushed DC and his trial was a big deal.
This issue came up and they argued that BORF was a collective, not an
individual. Who knows if that’s true, there were a lot of people around
him, but how do you really know?
ER

FS

GML could help balance the load?

You mean it would not be just the image of a tag but more like signing
at the bank?
ER

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Tying the story to data

I mean that if you copy and distribute your data, the chance is small
that you can link it to an individual.
FS



The winning design will have some protection in the event
that the device falls into the wrong hands.

This again should probably have been a bonus item. Wouldn’t it be
awesome if you could go home and log in and flip a one to a zero and the
evidence goes up in smoke?
One graffiti writer friend told me: If the police comes, just smash the camera
as hard as you can! It’s a silly idea, but it shows that they are thinking
about it.
ER

FS
ER



Edible SD cards?

That would be a good idea!

Data should be able to be captured from both spray cans
and markers.
ER
FS

Yes.

Are you prepared for tools that do not exist yet?

That was kind of what I was thinking there. Markers are about direct
contact, spraypaint is in free space. If it works in those two situations, you
should theoretically be able to tie it to anything, even outside of graffiti. If
it was too much about spraypaint, it would be harder for someone to strap
it to a skateboard.
ER

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Tying the story to data



System should be able to record writing on various surfaces and materials.

It is something you can easily forget about. When you are developing
something in the studio and it works well against a white wall, and than
when you go out in the city than you realize that brick is a really weird
surface. Or even writing on glass, or on metal or on other reflecting
surfaces that could screw up your reading. It is there as a reminder for
people that are not thinking about graffiti that much. The street and the
studio are so different.
ER



Data should be captured at 30 points per second minimum.

I was assuming that lots of people were going to use cameras, and
I wanted to make sure they were taking enough data points. With other
capturing methods it is probably not such a problem. Even at 30 points per
seconds you can start to see the facets if you zoom in, so anything less is not
ideal.
ER



The recording system should not interfere with the writer s
movements in anyway (including writing, running and climbing).

So this is where Muharrem is going to run into trouble. His solution
interferes. Not that much if you are just working in front of your body
space. But the way most writers write is that they are shuffling their feet
a lot, moving down the wall. Should it have said: Graffiti writer should
retain access to feet functionality? This point should be at the top almost.
ER

To me it feels strange, your emphasis on the tool blending into the
background. You could also see Muharrem’s solution as an enhancing device,
turning the writer into a tapdancer?
FS

I want to have on record: I love his solution! There’s a lot in his
design that is ‘making us more aware’ of what’s happening in the creation
of a tag. One thing that he is doing that is not in the specs, is that he is
ER

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Tying the story to data

logging strokes, like up and down. When you watch him using it, you
can see a little light going from red to green when the fingers goes on
and off the spraypaint can. When you watch graffiti, it is too small of a
movement to even notice but when you are seeing that, it adds another
level of understanding of how they are writing.


All motion data should be saved using the current GML
standard 31 .
FS



Obvious.

All aspects of the winning design should be able to be
reproduced by graffiti writers and amateur technologists.

It wouldn’t be exciting if only ten people can make this thing. This
tool should not be just for people that can make NASA qualified soldering
connections. Ideally it should not have any soldering. I always thought of
a soldering iron like a huge barrier point. I’m all for duct-taped electrical
connections.

ER

There’s nothing about weather-resistant in the challenge. You’re not
thinking about rain, are you?
FS

A lot of paint stops working in rain too.
I think what you get from this brief though is that the whole impetus for
this project is about me trying to steer the ship that clearly wants to go
into another direction, back to my interest in what graffiti is rather than
anything that people might find aesthetically pleasing. It is not about
‘graffiti influenced visuals’.
ER

31

http://graffitimarkuplanguage.com/spec

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All software must be released Open Source.

All hard-

ware must include clear DIY instructions/tutorials.

All

media must be released under an Open Content licence that
promotes collaboration (such as a Free Art License or
Creative Commons ShareAlike License).

I didn’t want it to be too specific, but there had to be some effort into
making it open.
ER



The recording must be an unobtrusive process, allowing the graffiti writer to concentrate solely on the act
of writing (not on recording).

The act of recording should

not interfere with the act of graffiti writing.

I’ve been through situations where the process gets so confusing that
you can’t keep your head straight and juggle all the variables. Your eyes
and ears are supposed to tell you about who’s coming around the corner.
Is there traffic coming or a train? There are so many other things you
need to pay attention to rather than: Is this button on?
The whole project is about getting good data. As soon as you force people
to think too much about the capture process, I think it influences when
and how they are writing.
ER

Bonus, but not required:


Inclusion of date, time and location saved in the .gml
file.

Yes. Security-wise that is questionable, but the nerd in me would just
love it. You could get really interesting data about a whole night of writing.
You could see a bigger story than just that of a single tag. How long did it
take to gain entry? How long were they hiding in the bushes? These things
get back to graffiti as a performance art rather than a form of visual art.
ER

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Tying the story to data

Paris, November 2011
Last time we had contact we discussed how to invite Muharrem to
Brussels 32 . But now on the day of the deadline, it seems there are new
developments?
FS

ER I think in terms of the actual challenge, the main update is that since
we extended the deadline and made another call, I got an e-mail right on
the deadline today from Joshua Noble 33 with a very solid and pretty smart
proposal that seems to solve (maybe unfortunately for Muharrem) a bit
more of the design spec. It does it for cheaper and does it in a way that I
think is going to be easier to make also.
His design solution is using an optical mouse and he changed the sensors
so it has a stronger LED. He uses a modified lens on top of a plastic lens
that comes on top of a mouse, so that it can look at a surface that is a set
distance away. It has another sensor that looks at pitch, tilt and orientation,
but he is using that only to orient, the actual data gets recorded through the
mouse. It can get very high resolution, he is looking at up to a millimeter I
guess.
FS

Muharrem’s solution seems less precise?

I think he gets away with more because his solution is only for spraypaint
and once you are writing on that scale, even if you are off a few centimeters,
it might not ruin the data. If you look at the data he is getting, it actually
looks very good. I don’t think he has any numbers on the actual resolution
he is getting but if you were using his system with a pen, I think it would
be a different case. I like a lot of his solution too, it is an interesting hack.
It is funny that two of the candidates for the prize are both mouse hacks.
One is hacking a mechanical mouse and the other an optical mouse.
ER

FS
JH

It goes from drawing on a screen, to drawing on a wall?
And back again!

Yes. When I first was working on graffiti related software, the whole
reason I was building Graffiti Analysis as a capture application was beER

32

33

By early October 2011 no winning design-solution had been entered, besides a proposal from
Muharem Yildirim that came more than halfway. We decided to use the prize money to fly
Muharrem from Phoenix (US) to Brussels (BE) and document his project in a worksession as
part of the Verbindingen/Jonctions 13 meetingdays. http://www.vj13.constantvzw.org
Joshua Noble http://www.thefactoryfactory.com/gmlchallenge/

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Tying the story to data

cause I did not want to hand graffiti writers a mouse (laughter). I had
done all this research into graffiti and started to be embedded in the
community and I knew enough about the community that if you were
going to ask them to take part in something that was already weird, you
could not give them a mouse and expect any respect on the other end
of that conversation. They respect their tools, so the reason I was using camera-input was because I wanted to have a flexible system where
they could bring in anything and I could attach a device to it. Now I am
coming back to mice finally.
Now the deadline has passed, do you think the passage from wishlist to
contest worked out?
FS

I think it was a good experiment, I am not sure how clever it was. To
take a piece of culture that a lot of people don’t even look at, or look at
it and think it is trash, to invest all this time and research and software
expertise into it makes people think about the graffiti practice and what
it actually is. The cash prize does something similar. It attaches weight
to something that most people don’t even care about. Even having the
name of an organization like Constant attached to it is showing that I am
really serious about this. In that sense it is different than a wishlist.
I just read the Linus Torvalds 34 biography, and I liked his idea that ‘fun’
is part of innovation, right? In a programming sense, it is scratching a
personal itch. The attachment of a prize is more to underline the fun
aspect than anything else.
ER

I am still puzzled about GML and how it is at the one hand stimulating
collaboration and sharing, and than it comes back to the proud individual
that wants to show off. It is kind of funny actually that now two people are
winning the prize.
FS

ER

I understand what you mean.

Also in F/LOSS, under the flag of ‘Open’ and ‘Free’ there is a lot of
competition. Do you feel that kind of tension in your work?
FS

Even ‘Open’ and ‘Free’ are in competition!
In a project like White-Glove Tracking for example, the most popular
video I had not made and it did not have my name on it but personally I
ER

34

Torvalds, Linus; David Diamond (2001). Just For Fun: The Story of an Accidental
Revolutionary. New York, New York, United States: HarperCollins.

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still felt a part of it. I think when you are working in open systems, you
take pride when a project has wings. It is maybe even a selfish act. It is
the story of me receiving some art-finding and realizing that I am not the
best toolmaker for the job. Who ever manages to win the prize gets all
the glory, but I’m still going to feel awesome about it.

I have been reading the interview that Kyle McDonald did with Anton
Marini 35 and at some point he talks about being OK with sharing code and
libraries, but when it is too much of a personal style, then it is hard to share.
FS

Yes, I thought that was an interesting point. I’ve been in similar conversations on listservs with artists in the OpenFrameworks, Processing
and visual programming communities. What are the open pieces? It
makes sense to share libraries, but if I make a print from a piece of code,
do I then have to share the exact source and app for how that exact print
was made? What does it mean when I am investing money in a print, and
it is a limited series but I’m sharing the code? The art world is still based
on scarcity and we’re interested in computers that are copy-machines.
I see both sides of the argument and I am still trying to see how I fit
into it. It gets trickier when you are asked to release a piece rather than
a tool. If you are an Open Source artist and you make a toolset, that is
easier to share because people use that to make their own things. But
then an artist gets asked: how come I can’t get the file of that print? I
think that is a really hard question.
ER

FS

But isn’t the tool often the piece, and vice versa?

I agree. And I haven’t solved that question yet. Lately I’ve been a lot
less excited about running workshops for example. A lot of the people
that want to take part in the workshops are actually the opposition. Often
they own a club and they want to install a cool light-show or they are into
viral marketing. I never know which way to go with that. It depends on
what side of the curve of frustration I am on at that moment.
ER

Earlier you brought up the contrast between people that were more
visually invested and others that are more interested in the performance
aspect. I wanted to hear a bit more about the continuum in the culture and
how GML fits into that?
JH

35

Anton Marini: Some personal projects of mine, for example specific effects and ‘looks’ that I have a
personal attachment to, I don’t release
https://github.com/kylemcdonald/SharingInterviews/blob/master/antonmarini.markdown

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Tying the story to data

My focus has been on tags, this one portion of graffiti. I do think
there could be cool uses for more involved pieces. It would be great if
someone else would come in and do that, because it is a part of graffiti that
I haven’t studied that much. I would not even be able to write a specssheet for it; it requires a lot of different things when you paint these
super-involved murals, when you have an hour or more time on your
hands a lot more things come into play. Color, nozzles, nozzle changes
and so on.
ER

JH

Z-axis becomes important?

Yes, and your distance from the wall, a lot of other things my brain
isn’t wrestling with. I think tags are always fundamental, even if they are
painting murals that take three days to paint, somewhere in their graffiti
education they start with the tags. You’re still going to be judged by the
community based on how you sign your name on the blackbook.
Graffiti is funny because it is almost conservative in terms of how a successful graffiti writer is viewed and it is reflected in how graffiti is in
some way similar in the world. In some way it is a let down, to travel
from Brooklyn to Paris to Brussels and it looks all the same but I think it
stems from the fact that the community is so tight-knit. But at the end
of the day it comes back to the tag always.
In terms of the performance, in a tag the relationship between form and
function is really tight. The way your hand moves and how the tag actually looks on the wall is dictated by the gesture you are making. A piece
where you have three hours, that tight synchronization isn’t there. With
a tag, every letter looks the way it does because that’s how it needs to be
drawn, because it needs to be connected to this other letter. There’s a
lot of respect for writers that do oneliners, and even if your tag has more
than one line, a good graffiti writer has often a one line version. If you
don’t have to pick up the pen it is a really economical stroke.
ER

JH

It is almost like hacking the limitations of gesture.

It is a very specific design requirement. How to write a name that is
interesting to think about and to look at, you have to do it in 5 seconds,
you have to do it in one line, you have to do it on each type of surface.
On top of that, you have to do it a million times, for twenty years.
ER

In Seattle they call a piece that stays up for a longer time a ‘burner’. I
was connecting that to an archival practice of ephemera. It is a self-agreed
JH

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Tying the story to data

upon archival process, and it means that the piece will not be touched, even
for years.

ER Graffiti has an interesting relationship to archiving. On the one hand,
many graffiti writers think: Now that tag’s done, but I’ve got another
million of them. While others do not want people painting over them,
the city or other graffiti writers. Also if a tag has been up there for a few
years, it acquires more reverence and it is even worse when it is painted
over.
But I think that GML is different, it is really more similar to a photo of
the tag. It is not trying to be the actual thing.
FS

Once a tag is saved in GML, what can be done with the data?

I am myself reluctant to take any of these tags that I’ve collected and
do anything with it at all without talking closely to whoever’s tag it is,
because it is such an intimate thing. In that sense it is strange to have
an open data repository and to be so reluctant to use it in a way that is
looking at anyone too specifically.
The sculpture I’ve been working on is an average from a workshop; sixteen different graffiti writers merged into one. I don’t want to take advantage of any one writer. But this has nothing to do with the licence,
it is totally a different topic. If someone uploads to the 000000book site,
legally anyone should be able to do anything that they can do under the
Creative Commons licence that’s on the site but I think socially within
the community, it is a huge thing.
ER

There must be some social limits to referentiality. Like beat jacking for
DJs or biting rhymes for MCs, there must be a moment where you are not
just homaging, but stealing a style.
JH

I’ve seen cases where both parties have been happy, like when Yamaguchi
Takahiro used some GML data from KATSU and piped it into Google
Maps, so he was showing these big KATSU tags all over the earth which
was a nice web-based implementation. I think he was doing what a graffiti writer does naturally: Get out there and make the tag bigger but in
different ways. He is not taking KATSU-data from the database without
shining light back on him.
ER

GML seems very inspired by the practice of Free Software, but at the
same time it reiterates the conventional hierarchies of who are supposed to
FS

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Tying the story to data

use what ... in which way ... from who. For me the excitement with open
licences is that you can do things without asking permission. So, usage
can develop even if it is not already prescribed by the culture. How would
someone like me, pretty far removed from graffiti culture ever know what I
am entitled to do?

I have my reasons for which I would and would not use certain pieces
of data in certain contexts, but I like the fact that it is open for people
that might use it for other things, even if I would not push some of those
boundaries myself.
ER

Even when I am sometimes disappointed by the actual closedness of
F/LOSS, at least in theory through its licensing and refusal to limit who is
entitled and who’s not, it is a liberating force. It seems GML is only half
liberating?
FS

I agree. I think the lack of that is related to the data. The looseness of
its licence makes it less of an invitation in a sense. If the people that put
data up there would sit down and really talk about what this means, when
they would really walk through all the implications of what it means to
public domain a piece, that would be great. I would love that. Then you
could use it without having to worry about all the morality issues and
people’s feelings. It would be more free.
I think it would be good to do a workshop with graffiti writers where
beyond capturing data, you reserve an hour after the workshop to talk to
everybody about what it would mean to add an open licence. I’ve done
workshops with graffiti writers and I talked to everyone: Look, I am
going to upload this tag up to this place where everyone can download them
after the workshop, cool? And they go cool. But still, even then, do I really
feel comfortable that they understand what they’ve gotten into? Even if
someone has chosen a ShareAlike licence, I would be nervous I think.
Maybe I am putting too much weight on it. People outside Free Software
are already used to attaching Creative Commons licences to their videos.
Maybe I am too close to graffiti. I still hold the tag as primal!
ER

It is interesting to be worried about copyright on something that is
illegal, things you can not publicly claim ownership of.
JH

Would you agree that standards are a normalizing practice, that in a
way GML is part of a legalizing process?
FS

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Tying the story to data

For that to happen, a larger community would have to get involved. It
would need to be Gesture Markup Language, and a community other than
graffiti writers would need to get involved.
ER

FS
ER

Would you be interested in legalizing graffiti?
No. That’s why I stopped doing projections.

Not legal forms of graffiti, but more like the vision of KRS-One of
the Hip Hop city, 36 where graffiti would obviously be legal. Does that
fundamentally change the nature of graffiti?
JH

To me it is just not graffiti anymore. It is just painting. It changes what
it is. For me, its power stems from it being illegal. The motion happens
because it is illegal.
ER

In a sense, but there is also the calligraphic aspect of it. In Brooklyn,
a lot of the building owners say: yeah, throw it up and those are some
of the craziest pieces I know of, not from a tag-standpoint, but more as
complex graffiti visuals.
JH

I am always for de-criminalization. I don’t think anyone should go to
jail over a piece of paint that you could cover over in 5 seconds. And that
KRS-One city you mentioned would be cool to see.
ER

It is his Temple of Hip Hop, the idea to build a city of Hip Hop
where the entire culture can be there without any external repression.
It’s an utopian ideal obviously.
JH

Of course I would like to see that. If nothing else, you would totally
level the playing field between us and the advertisers. The only ones that
would get up messages in the city would be the ones with more time on
their hands.
ER

At the risk of stretching coherency, Hip Hop and Free Software
are both global insurgent subcultures that have emerged from being kind
of thrown away as fads and then become objects of pondering in multinational boardrooms. So I was hoping to open you up to riff on that:
zooming out, GML is a handshake point between these two cultures, but
GML is a specific thing within this larger world of F/LOSS and graffiti
JH

36

KRS-One Master Teacher. AN INTRODUCTION TO HIP HOP .
http://www.krs-one.com/#!temple-of-hip-hop/c177q

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Tying the story to data

in the larger world of hiphop. What other types of contact points might
there be? Do you see any similarities and differences?

For me, even beyond technology and beyond graffiti it all boils down to
this idea of the hack that is really a phenomenon that has been going on
forever. It’s taking this system that has some sort of rigidity and repeating
elements and flipping it into doing something else. I see this in Hip Hop,
of course. The whole idea of sampling, the whole idea of turning a playback
device into a musical instrument, the idea of touching the record: all of
these things are hacks. We could go into a million examples of how graffiti
is like hacker culture.
In terms of that handshake moment between the two communities, I think
that is about realizing that its not about the code and in some sense its not
about the spraypaint. There’s this empowering idea of individual small actors
assuming control over systems that are bigger than themselves. To me, that’s
the connection point, whether its Hip Hop or rap or programming.
The similarities are there. I think there are huge differences in those communities too. One of them is this idea of the hustler from Hip Hop: the
idea of hustling doesn’t have anything to do with the economy of giftgiving. The idea that Jay-Z has popularized in Hip Hop and that rap music
and graffiti have at their core has to do with work ethic, but there’s also a
kind of braggadocio about making it yourself and attaining value yourself
and it definitely comes back to making money in the end. The idea of being
‘self-made’ in a way is empowering but I think that in the Open Source
movement or the Free Software movement the idea of hustling does not apply. It’s not that people don’t hustle on a day to day basis. You disagree with
me?
ER

It’s interesting because the more you were talking, the more I was
not sure of whether you were speaking about Hip Hop or Free Software
or maybe even more specifically the Open Source kind of ideological development. You have people like David Hannemeier Hansson who developed Ruby on Rails and basically co-opted an entire programming
language to the point where you can’t mention Ruby without people
thinking of his framework. He’s a hustler du jour: this guy’s been in
Linux Journal in a fold-out spread of him posing with a Lamborghini or
something. Talk about braggadocio! You get into certain levels or certain
dynamics within the community where its really like pissing contests.
JH

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Tying the story to data

I like that, I think there’s something there. At the instigation of the
Open Source Initiative, though: like Linus ‘pre-stock option’, sitting in his
bedroom not seeing the sun for a year and hacking and nerding out. To me
they are so different, the idea of making this thing just for fun with a kind
of optimistic view on collaboration and sharing. I know it can turn into
money, I know it can turn into fame, I know it can turn into Lamborghinis
but I feel like where its coming from is different.
ER

I agree, that’s clearly a distinction between the two. They are not
coming from the same thing. But for me its also interesting to think
about it in terms that these are both sort of movements that have at times
been given liberational trappings, people have assigned liberatory powers
to these movements. Statistically the GPL is considerably more popular
than the Open Source licences, but I don’t know if you sat everybody
down and took a poll which side they would land on, whether they were
more about making money than they were about sharing. Are people
writing blogposts because they really want to share their ideas or because
they want to show how much cooler they are?
JH

You’re totally right and I think people in this scene are always looking
for examples of people making money, succeeding, good things coming to
people for reasons that aren’t just selflessness. People that are into Open
Source usually love to be able to point to those things, that this isn’t some
purely altruistic thing.
ER

Maybe you could take some of the hustle and turn it into something
in the Free Software world, mix and match.
JH

ER I think this line of inquiry is an interesting one that could be the
subject of a documentary or something. These communities that seem very
different until you start finding things that at their core really really similar.

It would be so interesting to have a cribs moment with some gangsta
or rapper who came from that, and he’s sort of showing off his stuff and
he has this machismo about him. Not necessarily directly mysognistic
but a macho kind of character and then take a nerd and have them do the
same.
JH

FS

Would they really be so different?

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Tying the story to data

Obviously some rappers and some nerds, I mean that’s one of the
beauties – I mean its a global movement, you can’t help but have diversity
– but if we’re just speaking in generalizations?
JH

FS

There’s a lot of showing off in F/LOSS too.

Yeah, and there’s a lot of chauvinism. And when you said that selfmade thing, that’s the Free Software idea number one.
JH
ER

I think that part is a direct connection.

And they’re coming from two completely different strata, from a
class-based analysis which is absent from a lot of discussion. Even on
that level, how to integrate them to me is a political question to some
degree.
JH

ER
FS
ER
FS

Right.

Will any features of GML ever be deprecated?

Breaking currently existing software? I hope not.
Basically I’m asking for your long-term vision?

When the spec was being made of course it wasn’t just me, it was a
group of people debating these things and of course nobody wants things
to break. The idea was that we tried to get in as many things as we could
think of and have the base stay kind of what it was with the idea that you
could add more stuff into it. It’s easy enough to do, of course its not a
super-rigid standard. If you look at what the base .gml file is, the minimum
requirements for GML to compile, its so so stripped down. As long as it
just remains time/x-y-z, I don’t think that’s going to change, no.
But I’m also hoping that I’m not gonna be the main GML developer. I’m
already not, there’s already people doing way more stuff with it than I am.
ER

FS

How does it work when someone proposes a feature?

ER They just e-mail me (laughs). But right now there hasn’t been a ton
of that because it’s such a simple thing, once you start cramming too much
into it it starts feeling wrong. But all its gonna take is for someone to make
a new app that needs something else and then there will be a reason to
change it but I think the change will always be adding, not removing.

254

The following text is a transcription of a talk by and conversation with Denis Jacquerye in the context of the Libre
Graphics Research Unit in 2012. We invited him in the
context of a session called Co-position where we tried to
re-imagine layout from scratch. The text-encoding standard Unicode and moreover Denis’ precise understanding of the many cultural and political path-dependencies
involved in the making of it, felt like an obvious place
to start. Denis Jacquerye is involved in language technology, software localization and font engineering. He’s
been the co-lead of the DéjàVu Font project and works
with the African Network for Localization (ANLoc) to remove language limitations that exist in today’s technology.
Denis currently lives in London.This text is also available
in Considering your tools. 1 A shorter version has been published in Libre Graphics Magazine 2.1.
This presentation is about the struggle of some people to use typography
in their languages, especially with digital type because there is quite a complex set of elements that make this universe of digital type. One of the
basic things people do when they want to use their languages, they end up
with these type of problems down here, where some characters are shown,
some aren’t, sometimes they don’t match within the font. Because one font
has one of the character they need and then another one doesn’t. Like
for example when a font has the capital letter but not the corresponding
lowercase letter. Users don’t really know how to deal with that, they just
try different fonts and when they’re more courageous, they go online and
find how to complain about those to developers – I mean font designers or
engineers. And those people try to solve those problems as well as they
can. But sometimes it’s pretty hard to find out how to solve them. Adding
missing characters is pretty easy but sometimes you also have language re-

1

Considering your tools: a reader for designers and developers http://reader.lgru.net

261

quirements that are very complex. Like here for example, in Polish, you
have the ogonek, which is like a little tail that shows that a vowel is nasalized. Most fonts actually have that character, but for some languages, people
are used to have that little tail centred which is quite rare to see in a font.
So when font designers face that issue, they have to make a choice rather
they want to go with one tradition or another, and if they want to go one
way they’re scattered to those people. Also you have problems of spacing
things differently, like a stacking of different accents – called diacritics or
diacritical marks. Stacking this high up often ends up on the line above, so
you have to find a solution to make it less heavy on a line, and then in some
languages, instead of stacking them, they end up putting them side by side,
which is yet another point where you have to make a choice.
But basically, all these things are based on how type is represented on computers. You used to have simple encodings like ASCII, the basic Western
Latin alphabet where each character was represented by bytes. The character could be displayed with different fonts, with different styles, they could
not meet the requirements of different people. And then they made different encodings because they were a lot of different requirements and it’s
technically impossible to fit them all in ASCII.
Often they would start with ASCII and then add the specific requirements
but soon they ended up having a lot of different standards because of all the
different needs. So one single byte of representation would have different
meanings and each of these meanings could be displayed differently in fonts.
But old webpages are often using old encodings. If your browser is not
using the right encoding you would have jibbish displayed because of this
chaos of encodings. So in the late eighties, they started thinking about
those problems and in the nineties they started working on Unicode: several
companies got together and worked on one single unifying standard that
would be compatible with all the pre-used standards or the new coming
ones.
Unicode is pretty well defined, you have a universal code point to represent to identify a character, and then that character can be displayed with
different glyphs depending on the font or the style selected. With that
framework, when you need to have the proper character displayed, you have
to go the code point in a font editor, change the shape of the character and
it can be displayed properly. Then sometimes there’s just no code point for
the character you need because it hasn’t been added, it wasn’t in any existing
262

standard or nobody has ever needed it before or people who needed it just
used old printers and metal type.
So in this case, you have to start to deal with the Unicode organization itself.
They have a few ways to communicate like the mailing list, the public, and
recently they also opened a forum where you can ask questions about the
characters you need as you might just not find them.
In most operating systems, you have a character map application where you
can access all the characters, either all the characters that exist in Unicode or
the ones available in the font you’re using. And it’s quite hard to find what
you need, as it’s most of the time organized with a very restrictive set of
rules. Characters are just ordered in the way they’re ordered within Unicode
using their code point order: for example, capital A is 41, and then B is 42,
etc. The further you go in the alphabet the further you go in the Unicode
blocks and tables, and there is a lot of different writing systems ... Moreover
because Unicode is sort of expanding organically – work is done on one
script, and then on another, then coming back to previous scripts to add
things – things are not really in a logical or practical order. Basic Latin is all
the way up there, and more far, you have Latin Extended A, (Conditional)
Extended Latin, Latin Extended B, C and D. Those are actually quite far
apart within Unicode, and each of them can have a different setup: for
example, here you have a capital letter that is just alone, and here you have
a capital letter and a lowercase letter. So when you know the character you
want to use, sometimes you would find the uppercase letter but you’d have
to keep looking for the corresponding lowercase.
Basically when you have a character that you can’t find, people from the
mailing list or the forum can tell you if it would be relevant to include it
in Unicode or not. And if you’re very motivated, you can try to meet the
inclusion criterias. But for a proper inclusion, there has to be a formal
proposal using their template with questions to answer, you also have to
provide proof that the characters you want to add are actually used or how
they would be used.

263

The criterias are quite complicated because you have to make sure that this is
not a glyphic variant (the same character but represented differently). Then
you also have to prove the character doesn’t already exist because sometimes
you just don’t know it’s a variant of another one; sometimes they just want
to make it easier and claim it’s a variant of another one even though you
don’t agree. For example, making sure it’s not just a ligature as sometimes
ligatures are used as a single character, sometimes they exist for aesthetic
reasons. Eventually you have to provide an actual font with the character so
that they can use it in their documentation.
How long does it take usually?

It depends as sometimes they accept it right away if you explain your request
properly and provide enough proof, but they often ask for revisions to the
proposals and then it can be rejected because it doesn’t meet the criterias.
Actually those criterias have changed a bit in the past. They started with
Basic Latin and then added special characters which were used: here for example is the international phonetic alphabet but also all the accented ones ...
As they were used in other encodings and that Unicode initially wanted to
be compatible with everything that already exists, they added them. Then
they figured they already had all those accented characters from other encodings so they’re also going to add all the ones they know are used even
though they were not encoded yet. They ended up with different names because they had different policies at the beginning instead of having the same
policy as now. They added here a bunch of Latin letters with marks that
were used for example in transcription. So if you’re transcribing Sanskrit for
example, you would use some of the characters here. Then at some point
they realized that this list of accented characters would get huge, and that
there must be a smarter way to do this. Therefore they figured you could
actually use just parts of those characters as they can be broken apart: a
base letter and marks you add to it. You may have a single character that
can be decomposed canonically between the letter B and a colon dot above,
and you have the character for the dot above in the block of the diacritical
marks. You have access to all the diacritical marks they thought were useful
at some point. At that point, when they realized they would end up having
thousands of accented characters they figured with this way where we can
have just any possibility, so from now on, they’re just going to say if you
want to have an accented character that hasn’t been encoded already, just
264

use the parts that can represent it. Then in 1996, some people for Yoruba,
a spoken language in Nigeria, made a proposal to add the characters with
diacritics they needed and Unicode just rejected the proposal as they could
compose those characters by combining existing parts.
Weren’t the elements they needed already in the toolbox?

Yes, the encoding parts are there, meaning it can be represented with
Unicode but the software didn’t handle them properly so it made more
sense to the Yoruba speakers to have it encoded it in Unicode.

So you could type, but you’d need to type two characters of course?

Yes, the way you type things is a big problem. Because most keyboards
are based on old encodings where you have accented characters as single
characters, so when you want to do a sequence of characters, you actually
have to type more, or you’d have to have a special keyboard layout allowing
you to have one key mapped to several characters. So that’s technically
feasible but it’s a slow process to have all the possibilities. You might have
one whic is very common so developers end up adding it to the keyboard
layouts or whatever applications they’re using, but not when other people
have different needs.
There is a lot of documentation within Unicode, but it’s quite hard to find
what you want when you’re just starting, and it’s quite technical. Most of it
is actually in a book they publish at every new version. This book has a few
chapters that describe how Unicode works and how characters should work
together, what properties they have. And all the differences between scripts
are relevant. They also have special cases trying to cater to those needs that
weren’t met or the proposals that were rejected. They have a few examples
in the Unicode book: in some transcription systems they have this sequence
of characters or ligature; a t and a s with a ligature tie and then a dot above.
So the ligature tie means that t and s are pronounced together and the dot
above is err ... has a different meaning (laughs). But it has a meaning! But
because of the way characters work in Unicode, applications actually reorder
it whatever you type in, it’s reordered so that the ligature tie ends up being
moved after the dot. So you always have this representation because you
have the t, there should be the dot, and then there should be the ligature tie
and then the s. So the t goes first, the dot goes above the t, the ligature tie
goes above everything and then the s just goes next to the t. The way they
265

explain how to do this is supposed to do the t, the ligature tie, and then a
special diacritical mark that prevents any kind of reordering, then you can
add the dot and then you can do the s. So this kind of use is great as you
have a solution, it’s just super hard because you have to type five characters
instead of ... well ... four (laughs). But still, most of the libraries that are
rendering fonts don’t handle it properly and then even most fonts don’t
plan for it. So even if the fonts did anyway the libraries wouldn’t handle it
properly. Then there are other things that Unicode does: because of that
separation between accents and characters and then the composition, you
can actually normalize how things are ordered. This sequence of characters
can be reordered into the pre-composed one with a circumflex or whatever;
you have combining marks in the normalized order. All these things have
to be handled in the libraries, in the application or in the fonts.
The documentation of Unicode itself is not prescriptive, meaning that the
shape of the glyphs are not set in stone. So you can still have room to
have the style you want, the style your target users want. For example
if we have different glyphs: Unicode has just one shape and it’s the font
designer’s choice to have different ones. Unicode is not about glyphs, it’s
really about how information is represented, how it’s displayed. Or you have
two characters displayed as a ligature: it is actually encoded as one character
because of previous encodings. But if ever it would be a new case, Unicode
wouldn’t stake the ligature as a single character.

266

So all this information is really in a corner there. It’s quite rare to find fonts
that actually use this information to provide to the needs of the people who
need specific features. One of the way to implement all those features is
with TrueType OpenType and there are also some alternatives like Graphite
which is a subset of a TrueType OpenType font. But then, you need your
applications to be able to handle Graphite. So eventually the real unique
standard is TrueType Opentype. It’s pretty well documented and very technical because it allows to do many things for many different writing systems.
But it’s slow to update so if there’s a mistake in the actual specifications of
OpenType, it takes a while before they correct it and before that correction shows up in your application. It’s quite flexible and one of the big
issue it that it has its own language code system, meaning that some identified languages just can’t be identified in OpenType. One of the features in
OpenType is managing language environment. If I’m using Polish, I’d want
this shape; if I’m using Navajo, I’d want this shape. That’s very cool because you can make just one font that’s used by Polish speakers and Navajo
speakers without them worrying about changing fonts as long as they specify the language they’re using. But you can’t use this feature for languages
which aren’t in the OpenType specifications as they have their own way of
describing languages than Unicode. It’s really frustrating because, you can
find all the characters in Unicode, not organized in a practical way: you have
to look all around the tables to find the characters that may be used by one
language, and then you have to look around for how to actually use them.
It is a real lack of awareness within the font designer community. Because
even when they might add all the characters you need, they might just not
add the positioning, so for example you have a ... when you combine with a
circumflex, it doesn’t position well because most of the font designers still
work with the old encoding mindset when you have one character for one
accentuated letter. Sometimes they just think that following the Unicode
blocks is good enough. But then you have problems where, as you can see
in the Basic Latin charts at the beginning, the capital is in one block and
its lowercase in a different block. And then they just work on one block,
they just don’t do the other one because they don’t think it’s necessary, but
yet, two blocks of the same letter are there, so it would make sense to have
both. It’s hard because there’s very few connections between the Unicode
world, people working on OpenType libraries, font designers and the actual
needs of the users.
267

At the beginning of the presentation you went for the code point of the characters,
all your characters are subtitled by their code points; it’s kind of the beauty of
Unicode to name everything, every character.
Those names are actually quite long. One funny thing about this. Unicode
has the policy of not changing the names of the characters, so they have an
errata where they realized that oh, we shouldn’t have named this that, so here’s
the actual name that makes sense, and the real name is wrong.

Pierre refers to the fact that in the character mappings that each of the glyphs
also has a description. And those are sometimes so abstract and poetic that
this was a start of a work from OSP, the Dingbats Liberation Fest, to try
to re-imagine what shapes would belong to those descriptions. So ‘combining
dot above’ that’s the textual description of the code point. But of course there
are thousands of them so they come up with the most fantastic gymnastics ...
So when people come in a project like DéjàVu, they have to understand
all that to start contributing. How does this training, teaching, learning
process takes place?

Usually most people are interested in what they know. They have a specific
need and they realize they can add it to DéjàVu, so they learn how to play
with FontForge. After a while, what they’ve done is good and we can use
it. Some people end up adding glyphs they’re not familiar with. For example we had Ben doing Arabic: it was mostly just drawing and then asking
for feedback on the mailing list; then we got some feedback, we changed
some things, eventually released it, getting more feedback (laughs) because
more people complained ... So it’s a lot of just drawing what you can from
resources you can find. It’s often based on other typefaces therefore sometimes you’re just copying mistakes from other typefaces ... So eventually it’s
just the feedback from the users that’s really helpful because you know that
people are using it, trying it, and then you know how to make it better.

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(Type) designer Pedro Amado is amongst many other things
initiator of TypeForge 1 , a website dedicated to the development
of ‘collaborative type’ with Open Source tools. While working
as design technician at FBAUP 2 , he is about to finish a MA
with a paper on collaborative methods for the creation of art
and design projects. When I e-mailed him in 2006 about open
font design and how he sees that developing, he responded with
a list of useful links, but also with:
Developing design teaching based on
Open Source is one of my goals, because
I think that is the future of education.

This text is based on the conversation about design, teaching
and software that followed.

You told me you are employed as ‘design technician’ ... what does that
mean?

It means that I provide assistance to teachers and students in the Design
Department. I implemented scanning/printing facilities for example, and
currently I develop and give workshops on Digital Technologies – software
is a BIG issue for me right now! Linux and Open Source software are slowly
entering the design spaces of our school. For me it has been a ‘battle’ to
find space for these tools. I mean – we could migrate completely to OSS
tools, but it’s a slow progress. Mainly because people (students) need (and
want) to be trained in the same commercial applications as the ones they
will encounter in their professional life.
How did Linux enter the design lab? How did that start?

It started with a personal curiosity, but also for economical reasons. Our
school can’t afford to acquire all the software licenses we’d like. For example, we can’t justify to pay approx. 100 x 10 licenses, just to implement
1
2

http://www.typeforge.net/
http://www.fba.up.pt/

275

the educational version of Fontlab on some of our computers; especially because this package is only used by a part of our second year design students.
You can image what the total budget will be with all the other needs ... I
personally believe that we can find everything we need on the web. It’s a
matter of searching long enough! So this is how I was very happy to find
Fontforge. An Open Source tool that is solid enough to use in education
and can produce (as far as I have been able to test) almost professional results in font development. At first I couldn’t grasp how to use it under X 3
on Windows, so one day I set out to try and do it on Linux ... and one thing
lead to another ...

What got you into using OSS? Was it all one thing leading to another?

Uau ... can’t remember ... I believe it had to do with my first experiences
online; I don’t think I knew the concept before 2000. I mean I’ve started
using the web (IRC and basic browsing) in 1999, but I think it had to do
with the search of newer and better tools ...
I think I also started to get into it around that time. But I think I was
more interested in copyleft though, than in software.

Oh ... (blush) not me ... I got into it definitely for the ‘free beer’ aspect!
By 2004 I started using DTP applications on Linux (still in my own time)
and began to think that these tools could be used in an educational context,
if not professionally. In the beginning of 2006 I presented a study to the
coordinator of the Design Department at FBAUP, in which I proposed to
start implementing Open Source tools as an alternative to the tools we were
missing. Blender for 3D animation, FontForge for type design, Processing
for interactive/graphic programming and others as a complement to proprietary packages: GIMP, Scribus and Inkscape to name the most important
ones. I ran into some technical problems that I hope will be sorted out
soon; one of the strategies is to run these software packages on a migration
basis – as the older computers in our lab won’t be able to run MacOS 10.4+,
we’ll start converting them to Linux.
3

Cygwin/X is a port of the X Window System to the Cygwin API layer for the Microsoft
Windows family of operating systems
Cygwin/x: X windows – on windows! http://x.cygwin.com/, 2014. [Online; accessed 5.8.2014]

276

I wanted to ask you about the relation between software and design.
To me, economy, working process, but also aesthetics are a product of
software, and at the same time software itself is shaped through use. I
think the borders between software and design are not so strictly drawn.

It’s funny you put things in that perspective. I couldn’t agree more.
Nevertheless I think that design thinking prevails (or it should) as it must
come first when approaching problems. If the design thinking is correct,
the tools used should be irrelevant. I say ‘should’ because in a perfect environment we could work within a team where all tools (software/hardware)
are mastered. Rarely this happens, so much of our design thinking is still
influenced by what we can actually produce.

Do you mean to say that what we can think is influenced by what we
can make? This would work for me! But often when tools are mastered,
they disappear in the background and in my opinion that can become a
problem.

I’m not sure if I follow your point. I agree with the border between design
and software is not so strict nevertheless, I don’t agree with economy, process
and aesthetics are a product of software. As you’ve come to say what we think
is influenced by what we can make ... this is an outside observation ...
A technique is produced inside a culture,
therefore one s society is conditioned by
it s techniques. Conditioned, not determined 4

Design, like economics and software, is a product of culture. Or is it
the other way around? The fact is that we can’t really tell what comes first.
Culture is defined by and defines technology. Therefore it’s more or less
simple to accept that software determines (and is determined) by it’s use.
This is an intricate process ... it kind of goes roundabout on itself ...
4

Pierre Lévy. Cyberculture (Electronic Mediations). University Of Minnesota Press, 2001

277

And where does design fit in in your opinion? Or more precisely:
designers?

Design is a cultural aspect. Therefore it does not escape this logic. Using
a practical standpoint: Design is a product of economics and technology.
Nevertheless the best design practices (or at least the one’s that have endured
the test of time) and the most renowned designers are the one’s that can
escape the the economic and technological boundaries. The best design
practices are the ones that are not products of economics and technology
... they are kind of approaching a universal design status (if one exists). Of
course ... it’s very theoretical, and optimistic ... but it should be like this ...
otherwise we’ll stop looking for better or newer solutions, and we’ll stop
pushing boundaries and design as technology and other areas will stagnate.
On the other hand, there is a special ‘school’ of thought manifested through
some of the Portuguese Design Association members, saying that the design
process should lead the process of technological development. Henrique
Cayate (I think it was in November last year) said that design should lead the
way to economy and technology in society. I think this is a bit far fetched ...

Do you think software defines form and/or content? How is software
related to design processes?
I think these are the essential questions related to the use of OSS. Can
we think about what we can make without thinking about process? I believe
that in design processes, as in design teaching, concepts should be separated
from techniques or software as much as possible.
To me, exactly because techniques and software are intertwined, software matters and should offer space for thinking (software should therefore not be separated from design). You could also say: design becomes
exceptionally strong when it makes use of its context, and responds to it
in an intelligent way. Or maybe I did not understand what you meant by
being ‘a product of ’. To me that is not necessarily a negative point.
Well ... yes ... that could be a definition of good design, I guess. I think
that as a cultural produce, techniques can’t determine society. It can and
will influence it, but at the same time it will also just happen. When we talk
278

about Design and Software I see the same principle reflected. Design being
the ‘culture’ or society and software being the tools or techniques that are
developed to be used by designers. So this is much the same as Which came
first? The chicken, or the egg? Looking at it from a designers (not a software
developers) point of view, the tools we use will always condition our output.
Nevertheless I think it’s our role as users to push tools further and let developers know what we want to do with them. Whether we do animation on
Photoshop, or print graphics on Flash that’s our responsibility. We have to
use our tools in a responsible way. Knowing that the use we make of them
will eventually come back at us. It’s a kind of responsible feedback.
Using Linux in a design environment is not an obvious choice. Most
designers are practically married to their Adobe Suite. How come it is
entering your school after all?

Very slowly! Linux is finally becoming valuable for Design/DTP area as
it has been for long on the Internet/Web and programming areas. But you
can’t expect GIMP to surpass Photoshop. At least not in the next few years.
And this is the reality. If we can, we must train our students to use the
best tools available. Ideally all tools available, so they won’t have problems
when faced with a tool professionally. The big question is still, how we
besides teaching students theory and design processes (with the help of free
tools), help them to become professionals. We also have to teach them
how to survive a professional relationship with professional tools like the
Adobe Suite. As I am certain that Linux and OSS (or F/LOSS) will be
part of education’s future, I am certain of it’s coexistence along side with
commercial software like Adobe’s. It’s only a matter of time. Being certain
of this, the essential question is: How will we manage to work parallel in
both commercial and free worlds?

Do you think it is at all possible to ‘survive’ on other tools than the
ones Adobe offers?

Well ... I seem not to be able to dedicate myself entirely to these new
tools ... To depend solely on OSS tools ... I think that is not possible, at
least not at this moment. But now is the time to take these OSS tools
and start to teach with them. They must be implemented in our schools.
279

I am certain that sooner or later this will be common practice throughout
European schools.
Can you explain a bit more, what you mean by ‘real world’?

Being a professional graphic designer is what we call the ‘real world’ in
our school. I mean, having to work full time doing illustration, corporate
identity, graphic design, etc., to make a living, deliver on time to clients and
make a profit to pay the bills by the end of the month!

Do you think OSS can/should be taught differently? It seems selfteaching is built in to these tools and the community around it. It means
you learn to teach others in fact ... that you actually have to leave the
concept of ‘mastering’ behind?
I agree. The great thing about Linux is precisely that – as it is developed
by users and for users – it is developing a sense of community around it, a
sense of given enough eyeballs, someone will figure it out.
Well, that does not always work, but most of the time ...

I believe that using Open Source tools is perfect to teach, especially
first year students. Almost no one really understands what the commands
behind the menus of Photoshop mean, at least not the people I’ve seen in
my workshops. I guess GIMP won’t resolve this matter, but it will help
them think about what they are doing to digital images. Especially when
they have to use unfamiliar software. You first have to teach the design
process and then the tool can be taught correctly, otherwise you’ll just be
teaching habits or tricks. As I said before, as long as design prevails and not
the tool/technique, and you teach the concepts behind the tools in the right
way, people will adapt seamlessly to new tools, and the interface will become
invisible!

Do you think this means you will need to restructure the curriculum?
I imagine a class in bugreporting ... or getting help online ...

mmhh ... that could be interesting. I’ve never thought about it in that
way. I’ve always seen bugreporting and other community driven activities
280

as part of the individual aspect of working with these tools ... but basically
you are suggesting to implement an ‘Open Source civic behavior class’ or
something like that?

Ehm ... Yes! I think you need to learn that you own your tools, meaning
you need to take care of them (ie: if something does not work, report)
but at the same time you can open them up and get under the hood ...
change something small or something big. You also need to learn that
you can expect to get help from other people than your tutor ... and that
you can teach someone else.

The aspect of taking responsibility, this has to be cultivated – a responsible use of these tools. About changing things under the hood ... well this I
think it will be more difficult. I think there is barely space to educate people to hack their own tools let alone getting under the hood and modifying
them. But you are right that under the OSS communication model, the
peer review model of analysis, communication is getting less and less hierarchical. You don’t have to be an expert to develop new or powerful tools or
other things ... A peer-review model assumes that you just need to be clever
and willing to work with others. As long as you treat your collaborators
as peers, whether or not they are more or less advanced than you, this will
motivate them to work harder. You should not disregard their suggestions
and reward them with the implementations (or critics) of their work.

How does that model become a reality in teaching? How can you
practice this?

Well ... for example use public communication/distribution platforms
(like an expanded web forum) inside school, or available on the Internet;
blog updates and suggestions constantly; keep a repository of files; encourage the use of real time communication technologies ... as you might have
noticed is almost the formula used in e-learning solutions.
And also often an argument for cutting down on teaching hours.

That actually is and isn’t true. You can and will (almost certainly) have
less and less traditional classes, but if the teachers and tutors are dedicated,
281

they will be more available than ever! This will mean that students and
teachers will be working together in a more informal relationship. But it
can also provoke an invasion of the personal space of teachers ...
It is hard to put a border when you are that much involved. I am
just thinking how you could use the community around Open Source
software to help out. I mean ... if the online teaching tools would be
open to others outside the school too, this would be the advantage. It
would also mean that as a school, you contribute to the public domain
with your classes and courses.

That is another question. I think schools should contribute to public
domain knowledge. Right now I am not sharing any of the knowledge
about implementing OSS on a school like ours with the community. But
if all goes well I’ll have this working by December 2006. I’m working on
a website where I can post the handbooks for workshops and other useful
resources.
I am really curious about your experiences. However convinced I am
of the necessity to do it, I don’t think it is easy to open education up to
the public, especially not for undergraduate education.

I do have my doubts too. If you look at it on a commercial perspective,
students are paying for their education ... should we share the same content
to everyone? Will other people explore these resources in a wrong way?
Will it really contribute to the rest of the community? What about profit?
Can we afford to give this knowledge away for free, I mean, as a school this
is almost our only source of income? Will the prestige gained, be worth
the possible loss? These are important questions that I need to think more
about.

OK, I will be back with you in 6 month to find out more! My last question ... why would you invest time and energy in OSS when you think
good designers should escape economical and technological boundaries?
If we invest energy on OSS tools now, we’ll have the advantage of already
being savvy by the time they become widely accepted. The worst case scenario would be that you’ve wasted time perfecting your skills or learned a
282

new tool that didn’t become a standard ... How many times have we done
this already in our life? In any way, we need to learn concepts behind
the tools, learn new and different tools, even unnecessary ones in order to
broaden our knowledge base – this will eventually help us think ‘out of the
box’ and hopefully push boundaries further [not so much as escaping them].
For me OSS and its movement have reached a maturity level that can prove
it’s own worth in society. Just see Firefox – when it reached general user
acceptance level (aka ‘project maturity’ or ‘development state’), they started
to compete directly with MS Internet Explorer. This will happen with the
rest (at least that’s what I believe). It’s a matter of quality and doing the
correct broadcast to the general public. Linux started almost as a personal
project and now it’s a powerhouse in programming or web environments.
Maybe because these are areas that require constant software and hardware
attention it became an obvious and successful choice. People just modified it
as they needed it done. Couldn’t this be done as effectively (or better) with
commercial solutions? Of course. But could people develop personalized
solutions to specific problems in their own time frame? Probably not ... But
it means that the people involved are, or can resource to, computer experts.
What about the application of these ideas to other areas? The justice department of the Portuguese government (Ministério da Justiça) is for example
currently undergoing a massive informatics (as in the tools used) change –
they are slowly migrating their working platform to an Open Source Linux
distribution – Caixa Mágica (although it’s maintained and given assistance
by a commercial enterprise by the same name). By doing this, they’ll cut
costs dramatically and will still be able to work with equivalent productivity
(one hopes: better!). The other example is well known. The Spanish region of Estremadura looked for a way to cut costs on the implementation
of information technologies in their school system and developed their own
Linux Distro called Linex – it aggregates the software bundle they need,
and best of all has been developed and constantly tweaked by them. Now
Linux is becoming more accessible for users without technical training, and
is in a WYSIWYG state of development, I really believe we should start
using it seriously so we can try and test it and learn how we can use in in
our everyday life (for me this process has already started ... ). People aren’t
stupid. They’re just ‘change resistant’. One of the aspects I think that will
get peoples’ attention will be that a ‘free beer’ is as good as a commercial
one.
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August 2006. One of the original co-conspirators of the
OSP adventure is the Brussels graphiste going under the
name Harrisson. His interest in Open Source software
flows with the culture of exchange that keeps the offcentre music scene alive, as well as with the humanist
tradition persistingly present in contemporary typography. Harrisson’s visual frame of reference is eclectic and
vibrant, including modernist giants, vernacular design,
local typographic culture, classic painting, drawing and
graffiti. Too much food for one conversation.

FS
H

FS
H

FS

H

You could say that ‘A typeface is entirely derivative’, but others argue, that maybe
the alphabet is, but not the interpretations of it.

The main point of typography and ownership today is that there is a blurred
border between language and letters. So: now you can own the ‘shape’ of
a letter. Traditionally, the way typographers made a living was by buying
(more or less expensive) lead fonts, and with this tool they printed books
and got paid for that. They got paid for the typesetting, not for the type.
That was the work of the foundries. Today, thanks to the digital tools, you
can easily switch between type design, type setting and graphic design.

What about the idea that fonts might be the most ‘pirated’ digital object possible?
Copying is much more difficult when you’ve got lead type to handle!

Yes, digitalisation changed the rules. Just as .mp3 changed the philosophy
of music. But in typography, there is a strange confrontation between this
flux of copied information, piracy and old rules of ownership from the past.

Do you think the culture of sharing fonts changed? Or: the culture of distributing
them? If you look at most licences for fonts, they are extremely restrictive. Even
99% of free fonts do not allow derivative works.

The public good culture is paradoxically not often there. Or at least the
economical model of living with public good idea is not very developed.
While I think typography, historically, is always seen as a way to share
knowledge. Humanist stuff.

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The art and craft of typeface design is
currently headed for extinction due to the
illegal proliferation of font software,
piracy, and general disregard for proper
licensing etiquette. 1

H
FS

H

FS

Emigré ... Did they not live
from the copyrights of fonts?!

You are right.
They are
like a commercial record company. Can you imagine what
would happen if you would
open up the typographic trade
– to ‘Open Source’ this economy? Stop chasing piracy and
allow users to embed, study,
copy, modify and redistribute
typefaces?

Well we are not that far from
this in fact. Every designer
has at least 500 fonts on their
computer, not licenced, but
copied because it would be impossible to pay for!

Even the distribution model of fonts is very peer-to-peer as well. The reality
might come close, but font licences tell a different story.
I believe that we live in an era where
anything that can be expressed as bits
will be. I believe that bits exist to
be copied. Therefore, I believe that any
business-model that depends on your bits
not being copied is just dumb, and that
lawmakers who try to prop these up are like
governments that sink fortunes into protecting people who insist on living on the
sides of active volcanoes. 2

1
2

http://redesign.emigre.com/FAQ.php
Cory Doctorow in http://craphound.com/bio.php

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H
FS

H

FS
H

FS

H

FS

I am not saying all fonts should be open, but it is just that it would be interesting
when type designers were testing and experimenting with other ways of developing
and distributing type, with another economy.

Yes, but fonts have a much more reduced user community than music or
bookpublishing, so old rules stay.

Is that it? I am surprised to see that almost all typographers and foundries take the
‘piracy is a crime’ side on this issue. While typographers are early and enthusiastic
adopters of computer technology, they have not taken much from the collaborative
culture that came with it.
This is the ‘tradition’ typography inherited. Typography was one of the
first laboratories for fractioning work for efficiency. It was one of the first
modern industries, and has developed a really deep culture where it is not
easy to set doubts in. 500 years of tradition and only 20 years of computers.
The complexity comes from the fact it is influenced by a multiple series of
elements, from history and tradition to the latest technologies. But it is
always related to an economic production system, so property and ‘secretsof-the-trade’ have a big influence on it.

I think it is important to remember how the current culture of (not) sharing fonts
is linked to its history. But books have been made for quite a while too.
Open Source systems may be not so much influencing distribution, licences
and economic models in typography, but can set original questions to this
problematic of digital type. Old tools and histories are not reliable anymore.

Yes. with networked software it is rather obvious that it is useful to work together.
I try to understand how this works with respect to making a font. Would that
work?

Collaborative type is extremely important now, I think. The globalisation of
computer systems sets the language of typography in a new dimension. We
use computers in Belgium and in China. Same hardware. But language is
the problem! A French typographer might not be the best person to define
a Vietnamese font. Collaborativity is necessary! Pierre Huyghebaert told me
he once designed an Arabic font when he was in Lebanon. For him, the
font was legible, but nobody there was able to read it.
But how would you collaborate than? I mean ... what would be the reason for
a French typographer to collaborate with one from China? What would that
bring? I’m imagining some kind of hybrid result ... kind of interesting.
289

H

FS
H

FS
H

Again, sharing. We all have the idea that English is the modern Latin,
and if we are not careful the future of computers will result in a language
reductionism.

What interest me in Open Source, is the potential for ‘biodiversity’.

I partially agree, and the Open Source idea contradicts the reductionist
approach by giving more importance to local knowledge. A collaboration
between an Arabic typographer and a French one can be to work on tools
that allow both languages to co-exist. LaTeX permits that, for example.
Not QuarkXpress!

Where does your interest in typography actually come from?

I think I first looked at comic books, and then started doodling in the
margins of schoolbooks. As a teenager, I used to reproduce film titles such
as Aliens, Terminator or other sci-fi high-octane typographic titles.

Basically, I’m a forger! In writing, you need to copy to understand. Thats an
old necessity. If you use a typeface, you express something. You’re putting
drawings of letters next to each other to compose a word/text. A drawing
is always emotionally charged, which gives color (or taste) to the message.
You need to know what’s inside a font to know what it expresses.

FS
H

How do you find out what’s inside?

By reproducing letters, and using them. A Gill Sans does not have the same
emotional load as a Bodoni. To understand a font is complicated, because
it refers to almost every field in culture. The banners behind G.W. Bush
communicate more than just ‘Mission Accomplished’. Typefaces carry a
‘meta language’.
290

FS
H

FS
H

It is truly embedded content

Exactly! It is still very difficult to bridge the gap between personal emotions
and programming a font. Moreover, there are different approaches, from
stroke design to software that generates fonts. And typography is standardisation. The first digital fonts are drawn fixed shapes, letter by letter,
‘outstrokes’. But there is another approach where the letters are traced by
the computer. It needs software to be generated. In Autocad, letters are
‘innerstroke’ that can vary of weight. Letterrors’ Beowolf 3 is also an example of that kind of approach. interesting way to work, but the font depends
on the platform it goes with. Beowolf only works on OS9. It also set the
question of copyright very far. It’s a case study in itself.

So it means, the font is software in fact?

Yes, but the interdependence between font
and operating systems is very strong, contrary to a fixed format such as TrueType.
For printed matter, this is much more
complicated to achieve. There are inbetween formats, such as Multiple Master
Technology for example. It basically
means, that you have 2 shapes for 1 glyph,
and you can set an ‘alternative’ shape between the 2 shapes. At Adobe they still do
not understand why it was (and still is) a
failure ...
3

Beowolf by Just van Rossum and Erik van Blokland (1989)

Instead of recreating a fixed outline or bitmap, the Randomfont redefines its outlines every
time they are called for. http://letterror.com/writing/is-best-really-better

291

The Metapolator Uinverse by Simon Egli (2014)

FS

H

FS

I really like this idea ... to have more than one master. Imagine you own one
master and I own the other and than we adjust and tweak from different sides.
That would be real collaborative type! Could ‘multiple’ mean more than one you
think?

It is a bit more complicated than drawing a simple font in Fontographer or
Fontforge. Pierre told me that the MM feature is still available in Adobe
Illustrator, but that it is used very seldomly. Multiple Master fonts are also
a bit complicated to use. I think there were a lot of bugs first, and then you
need to be a skilled designer to give these fonts a nice render. I never heard
of an alternative use of it, with drawing or so. In the end it was probably
never a success because of the software dependency.

While I always thought of fonts as extremely cross media. Do you remember which
classic font was basically the average between many well-known fonts? Frutiger?
292

H

FS

H
FS

Fonts are Culture Capsules! It was Adrian Frutiger. But he wasn’t the only
one to try ... It was a research for the Univers font I think. Here again we
meet this paradox of typography: a standardisation of language generating
cultural complexity.

Univers. That makes sense. Amazing to see those examples
together. It seems digital typography got stuck at some
point, and I think some of the ideas and practices that are
current in Open Source could help break out of it.
Yes of course. And it is almost virgin space.

In 2003 the Danish government released ‘Union’, a
font that could be freely used for publications concerning
Danish culture. I find this an intrigueing idea, that a font
could be seen as some kind of ‘public good’.

Univers by Adrian Frutiger (1954)

Union by Morten Rostgaard Olsen (2003)

H

FS

H

I am convinced that knowledge needs to be open ...
(speaking as the son of a teacher here!). One medium
for knowledge is language and its atoms are letters.

But if information wants to be free, does that mean that
design needs to be free too? Is there information possible
without design?

This is why I like books. Because it’s a mix between
information and beauty – or can be. Pfff, there is nothing without design
... It is like is there something without language, no?

293

One of the things that is notable about
OSP is that the problems that you encounter
are also described, appearing on your blog.
This is something unusual for a company attempting to produce the impression of an
efficient solution . Obviously the readers
of the blog only get a formatted version
of this, as a performed work? What s the
thinking here?"

This interview about the practice of OSP was carried out by
e-mail between March and May 2008. Matthew Fuller writes
about software culture and has a contagious interest in technologies that exceed easy fit solutions. At the time, he was
David Gee reader in Digital Media at the Centre for Cultural
Studies, Goldsmiths College, University of London, and had
just edited Software Studies, A Lexicon, 1 and written Media
Ecologies: Materialist Energies in Art and Technoculture 2 and
Behind the Blip: Essays on the Culture of Software. 3

OSP is a graphic design agency working solely with Open Source software. This
surely places you currently as a world first, but what exactly does it mean in
practice? Let’s start with what software you use?

There are other groups publishing with Free Software, but design collectives
are surprisingly rare. So much publishing is going on around Open Source
and Open Content ... someone must have had the same idea? In discussions
about digital tools you begin to find designers expressing concern over the
fact that their work might all look the same because they use exactly the
same Adobe suite and as a way to differentiate yourself, Free Software could
soon become more popular. I think the success of Processing is related
to that, though I doubt such a composed project will ever make anyone
seriously consider Scribus for page layout, even if Processing is Open Source.
1

2
3

Matthew Fuller. Software Studies: A Lexicon. The MIT Press, 2008
Matthew Fuller. Media Ecologies: Materialist Energies in Art and Technoculture.
The MIT Press, 2007
Matthew Fuller. Behind the Blip: Essays on the culture of software. Autonomedia, 2003

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OSP usually works between GIMP, 4 Scribus 5 and Inkscape 6 on Linux distributions and OSX. We are fans of FontForge, 7 and enjoy using all kinds
of commandline tools, psnup, ps2pdf and uniq to name a few.
How does the use of this software change the way you work, do you see some
possibilities for new ways of doing graphic design opening up?

For many reasons, software has become much more present in our work; at
any moment in the workflow it makes itself heard. As a result we feel a bit
less sure of ourselves, and we have certainly become slower. We decided to
make the whole process into some kind of design/life experiment and that
is one way to keep figuring out how to convert a file, or yet another discussion with a printer about which ‘standard’ to use, interesting for ourselves.
Performing our practice is as much part of the project as the actual books,
posters, flyers etc. we produce.
One way a shift of tools can open up new ways of doing graphic design, is
because it makes you immediately aware of the ‘resistance’ of digital material. At the point we can’t make things work, we start to consider formats,
standards and other limitations as ingredients for creative work. We are
quite excited for example about exploring dynamic design for print in SVG,
a by-product of our battle with converting files from Scalable Vector Format
into Portable Document Format.
Free Software allows you to engage on many levels with the technologies
and processes around graphic design. When you work through it’s various
interfaces, stringing tools together, circumventing bugs and/or gaps in your
own knowledge, you understand there is more to be done than contributing
code in C++. It is an invitation to question assumptions of utility, standards
and usability. This is exactly the stuff design is made of.

Following this, what kind of team have you built up, and what new competencies
have you had to develop?

The core of OSP is five people 8 , and between us we mix amongst others typography, layout, cartography, webdesign, software development, drawing,
4
5
6
7
8

image manipulation
page layout
vector editing
font editor
Pierre Huyghebaert, Harrisson, Yi Jiang, Nicolas Malevé and me

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programming, open content licensing and teaching. Around it is a larger
group of designers, a mathematician, a computer scientists and several Free
Software coders that we regularly exchange ideas with.
It feels we often do more unlearning than learning; a necessary and interesting skill to develop is dealing with incompetence – what can it be else than
a loss of control? In the mean time we expand our vocabulary so we can fuel
conversations (imaginary and real life) with people behind GIMP, Inkscape,
Scribus etc.; we learn how to navigate our computers using commandline
interfaces as well as KDE, GNOME and others; we find out about file formats and how they sometimes can and often cannot speak to each other;
how to write manuals and interact with mailing lists. The real challenge is
to invent situations that subvert strict divisions of labour while leaving space
for the kind of knowledge that comes with practice and experience.
Open fonts seem to be the beginnings of a big success, how does it fit into the
working practices of typographers or the material with which they work?

Type design is an extraordinary area where Free Software and design naturally meet. I guess this area of work is what kernel coding is for a Linux
developer: only a few people actually make fonts but many people use them
all the time. Software companies have been inconsistent in developing proprietary tools for editing fonts, which has made the work of typographers
painfully difficult at times. This is why George Williams decided to develop
FontForge, and release it under a BSD license: even if he stops being interested, others can take over. FontForge has gathered a small group of fans
who through this tool, stay into contact with a more generous approach to
software, characters and typefaces.
The actual material of a typeface has since long migrated from poisonous
lead into sets of ultra light vector drawings, held together in complicated
kerning systems. When you take this software-like aspect as a startingpoint,
many ways to collaborate (between programmers and typographers; between
people speaking different languages) open up, as long as you let go of the
uptight licensing policies that apply to most commercial fonts. I guess the
image of the solitary master passing on the secret trade to his devoted pupils
does not sit very well with the invitation to anyone to run, copy, distribute,
study, change and improve. How open fonts could turn the patriarchal guild
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system inside out that has been carefully preserved in the closed world of
type design, is obviously of interest as well.
Very concretely, computer-users really need larger character sets that allow
for communication between let’s say Greek, Russian, Slovak and French.
These kinds of vast projects are so much easier to develop and maintain in
a Free Software way; the DéJàVu font project shows that it is possible to
work with many people spread over different countries modifying the same
set of files with the help of versioning systems like CVS.
But what it all comes down to probably ... Donald Knuth is the only person
I have seen both Free Software developers and designers wear on their Tshirts.

The cultures around each of the pieces of software are quite distinct. People
often lump all F/LOSS development into one kind of category, whereas even in
the larger GNU/Linux distros there is quite a degree of variation, but with the
smaller more specialised projects this is perhaps even more the case. How would
you characterise the scenes around each of these applications?

The kinds of applications we use form a category in themselves. They are
indeed small projects so ‘scene’ fits them better than ‘culture’. Graphics
tools differ from archetypal Unix/Linux code and language based projects
in that Graphical User Interfaces obviously matter and because they are used
in a specialised context outside its own developers circle. This is interesting because it makes F/LOSS developer communities connect with other
disciplines (or scenes?) such as design, printing and photography.
A great pleasure in working with F/LOSS is to experience how software
can be done in many ways; each of the applications we work with is alive
and particular. I’ll just portray Scribus and Inkscape here because from the
differences between these two I think you can imagine what else is out there.
The Scribus team is rooted in the printing and pre-press world and naturally
their first concern is to create an application that produces reliable output.
Any problem you might run in to at a print shop will be responded to
immediately, even late night if necessary. Members of the Scribus team are
a few years older than average developers and this can be perceived through
the correct and friendly atmosphere on their mailing list and IRC channel,
and their long term loyalty to this complex project. Following its more
industrial perspective, the imagined design workflow built in to the tool is
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linear. To us it feels almost pre-digital: tasks and responsibilities between
editors, typesetters and designers are clearly defined and lined up. In this
view on design, creative decisions are made outside the application, and the
canvas is only necessary for emergency corrections. Unfortunately for us,
who live of testing and trying, Scribus’ GUI is a relatively underdeveloped
area of a project that otherwise has matured quickly.
Inkscape is a fork of a fork of a small tool initially designed to edit vector
files in SVG format. It stayed close to its initial starting point and is in a way
a much more straightforward project than Scribus. Main developer Bryce
Harrington describes Inkscape as a relatively unstructured coming and going
of high energy collective work much work is done through a larger group of
people submitting small patches and it’s developers community is not very
tightly knit. Centered around a legible XML format primarily designed
for the web, Inkscape users quickly understand the potential of scripting
images and you can find a vibrant plug in culture even if the Inkscape code
is less clean to work with than you might expect. Related to this interest
in networked visuals, is the involvement of Inkscape developers in the Open
Clip Art project and ccHost, a repository system wich allows you to upload
images, sounds and other files directly from your application. It is also no
surprise that Inkscape implemented a proper print dialogue only very late,
and still has no way to handle CMYK output.
There’s a lot of talk about collaboration in F/LOSS development, something
very impressive, but often when one talks to developers of such software there is
a lot to discuss about the rather less open ways in which power struggles over the
meaning or leadership of software projects are carried out by, for instance, hiding
code in development, or by only allowing very narrowly technical approaches to
development to be discussed. This is only one tendency, but one which tends to
remain publicly under-discussed. How much of this kind of friction have you
encountered by acting as a visible part of a new user community for F/LOSS?

I can’t say we feel completely at home in the F/LOSS world, but we have not
encountered any extraordinary forms of friction yet. We have been allowed
the space to try our own strategies at overcoming the user-developer divide:
people granted interviews, accepted us when we invited ourselves to speak
at conferences and listened to our stories. But it still feels a bit awkward,
and I sometimes wonder whether we ever will be able to do enough. Does
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constructive critique count as a contribution, even when it is not delivered
in the form of a bug report? Can we please get rid of the term ‘end-user’?
Most discussions around software are kept strictly technical, even when
there are many non-technical issues at stake. We are F/LOSS enthusiasts
because it potentially pulls the applications we use into some form of public
space where they can be examined, re-done and taken apart if necessary; we
are curious about how they are made because of what they (can) make you
do. When we asked Andreas Vox, a main Scribus developer whether he saw
a relation between the tool he contributed code to, and the things that were
produced by it, he answered: Preferences for work tools and political preference
are really orthogonal. This is understandable from a project-management
point of view, but it makes you wonder where else such a debate should take
place.
The fact that compared to proprietary software projects, only a very small
number of women is involved in F/LOSS makes apparent how openness
and freedom are not simple terms to put in practice. When asked whether
gender matters, the habitual answer is that opportunities are equal and from
that point a constructive discussion is difficult. There are no easy solutions,
but the lack of diversity needs to be put on the roadmap somehow, or as a
friend asked: Where do I file a meta-bug?
Visually, or in terms of the aesthetic qualities of the designs you have developed
would you say you have managed to achieve anything unavailable through the
output of the Adobe empire?

The members of OSP would never have come up with the idea to combine
their aesthetics and skills using Adobe, so that makes it difficult to do a
‘before’ and ‘after’ comparison. Or maybe we should call this an achievement
of Free Software too?
Using F/LOSS has made us reconsider the way we work and sometimes this
is visible in the design we produce, more often in the commissions we take
on or the projects we invest in. Generative work has become part of our
creative suite and this certainly looks different than a per-page treatment;
also deliberate traces of the production process (including printing and prepress) add another layer to what we make.
Of all smaller and larger discoveries, the Spiro toolkit that Free Software
activist, Ghostscript maintainer, typophile and Quaker Raph Levien devel302

ops, must be the most wonderful. We had taken Bézier curves for granted,
and never imagined how the way it is mathematically defined would matter
that much. Instead of working with fixed anchor points and starting from
straight lines that you first need to bend, Spiro is spiral-based and vectors
suddenly have a sensational flow and weight. From Pierre Bézier writing his
specification as an engineer for the Renault car factory to Levien’s Spiro,
digital drawing has changed radically.

You have a major signage project coming up, how does this commission map across
to the ethics and technologies of F/LOSS?

We are right in the middle of it. At this moment ‘The Pavilion of Provisionary
Happiness’ celebrating the 50th anniversary of the Belgian World Exhibition,
is being constructed out of 30.000 beer crates right under the Brussels’
Atomium. That’s a major project done the Belgian way.
We have developed a signage system, or actually a typeface, which is defined
through the strange material and construction work going on on site. We
use holes in the facade that are in fact handles of beer crates as connector
points to create a modular font that is somewhere between Pixacao graffiti
and Cuneiform script. It is actually a play on our long fascination with
engineered typefaces such as DIN 1451; mixing universal application with
specific materials, styles and uses – this all links back to our interest in Free
Software.
Besides producing the signage, OSP will co-edit and distribute a modest
publication documenting the whole process; it makes legible how this temporary yellow cathedral came about. And the font will of course be released
in the public domain.
It is not an easy project but I don’t know how much of it has to do with
our software politics; our commissioners do not really care and also we have
kept the production process quite simple on purpose. But by opening our
sources, we can use the platform we are given in a more productive way; it
makes us less dependent because the work will have another life long after
the deadline has passed.
On this project, and in relation to the seeming omnipresence in F/LOSS of the
idea that this technology is ‘universal’, how do you see that in relation to fonts,
and their longer history of standards?
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That is indeed a long story, but I’ll give it a try. First of all, I think the idea
of universal technology appears to be quite omnipresent everywhere; the
mix-up between ubiquitousness and ‘universality’ is quickly made. In Free
Software this idea gains force only when it gets (con)fused with freedom
and openness and when conditions for access are kept out of the discussion.
We are interested in early typographic standardization projects because their
minimalist modularity brings out the tension between generic systems and
specific designs. Ludwig Goller, a Siemens engineer wo headed the Committee
for German Industry Standards in the 1920s stated that For the typefaces of
the future neither tools nor fashion will be decisive. His committee supervised
the development of DIN 1451, a standard font that should connect economy of use with legibility, and enhance global communication in service of
the German industry. I think it is no surprise that a similar phrasing can be
found in W3C documents; the idea to unify the people of the world through
a common language re-surfaces and has the same tendency to negate materiality and specificity in favour of seamless translation between media and
markets.
Type historian Ellen Lupton brought up the possibility of designing typographic systems that are accessible but not finite nor operating within a
fixed set of parameters. Although I don’t know what she means by using the
term ‘open universal’, I think this is why we are attracted to Free Software:
it has the potential to open up both the design of parameters as well as their
application. Which leads to your next question.
You mentioned the use of generative design just now. How far do you go into
this? Within the generative design field there seem to be a couple of tendencies, one
that is very pragmatic, simply about exploring a space of possible designs through
parametric definition in order to find, select and breed from and tweak a good
result that would not be necessarily imaginable otherwise, the other being more
about the inefible nature of the generative process itself, something vitalist. These
tendencies of not of course exclusive, but how are they inflected or challenged in
your use of generative techniques?

I feel a bit on thin ice here because we only start to explore the area and we
are certainly not deep into algorithmic design. But on a more mundane level
... in the move from print to design for the web, ‘grids’ have been replaced by
‘templates’ that interact with content and context through filters. Designers
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have always been busy with designing systems and formats, 9 but stepped in
to manipulate singular results if necessary.
I referred to ‘generative design’ as the space opening up when you play
with rules and their affordances. The liveliness and specificity of the work
results from various parameters interfering with each other, including the
ones we can get our hands on. By making our own manipulations explicit,
we sometimes manage to make other parameters at play visible too. Because
at the end of the day, we are rather bored by mysterious beauty.

One of the techniques OSP uses to get people involved with the process and the
technologies is the ‘Print Party’, can you say what that is?

‘Print Parties’ are irregular public performances we organise when we feel
the need to report on what we discovered and where we’ve been; as antiheroes of our own adventures we open up our practice in a way that seems
infectious. We make a point of presenting a new experiment, of producing
something printed and also something edible on site each time; this mix of
ingredients seems to work best. ‘Print Parties’ are how we keep contact with
our fellow designers who are interested in our journey but have sometimes
difficulty following us into the exotic territory of BoF, Version Control and
GPL3.

You state in a few texts that OSP is interested in glitches as a productive force in
software, how do you explain this to a printer trying to get a file to convert to the
kind of thing they expect?
Not! Printing has become cheap through digitization and is streamlined to
the extreme. Often there is literally no space built in to even have a second
look at a differently formatted file, so to state that glitches are productive
is easier said than done. Still, those hickups make processes tangible, especially at moments you don’t want them to interfere.
For a book we are designing at the moment, we might partially work by
hand on positive film (a step now also skipped in file-to-plate systems). It
makes us literally sit with pre-press professionals for a day and hopefully we
can learn better where to intervene and how to involve them into the process.
To take the productive force of glitches beyond predictable aesthetics, means

9

it really made me laugh to think of Joseph Müller Brockman as vitalist

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most of all a shift of rhythm – to effect other levels than the production
process itself. We gradually learn how our ideas about slow cooking design
can survive the instant need to meet deadlines. The terminology is a bit
painful but to replace ‘deadline’ by ‘milestone’, and ‘estimate’ by ‘roadmap’
is already a beginning.

One of the things that is notable about OSP is that the problems that you encounter are also described, appearing on your blog. This is something unusual
for a company attempting to produce the impression of an efficient ‘solution’.
Obviously the readers of the blog only get a formatted version of this, as a performed work? What’s the thinking here?

‘Efficient solutions’ is probably the last thing we try to impress with, though
it is important for us to be grounded in practice and to produce for real
under conventional conditions. The blog is a public record of our everyday
life with F/LOSS; we make an effort to narrate through what we stumble
upon because it helps us articulate how we use software, what it does to us
and what we want from it; people that want to work with us, are somehow
interested in these questions too. Our audience is also not just prospective
clients, but includes developers and colleagues. An unformatted account,
even if that was possible, would not be very interesting in that respect; we
turn software into fairytales if that is what it takes to make our point.
In terms of the development of F/LOSS approaches in areas outside software,
one of the key points of differentiation has been between ‘recipes’ and ‘food’, bits
and atoms, genotype and phenotype. That is that software moves the kinds of
rivalry associated with the ownership and rights to use and enjoy a physical object
into another domain, that of speed and quality of information, which network
distribution tends to mitigate against. This is also the same for other kinds of
data, such as music, texts and so on. (This migration of rivalry is often glossed
over in the description of ‘goods’ being ‘non-rivalrous’.) Graphic Design however
is an interesting middle ground in a certain way in that it both generates files of
many different kinds, and, often but not always, provides the ‘recipes’ for physical
objects, the actual ‘voedingstof ’, such as signage systems, posters, books, labels and
so on. Following this, do you circulate your files in any particular way, or by
other means attempt to blur the boundary between the recipe and the food?
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We have just finished the design of a font (NotCourier-sans), a derivative of
Nimbus Mono, which is in turn a GPL’ed copy of the well known Courier
typeface that IBM introduced in 1955. Writing a proper licence for it,
opened up many questions about the nature of ‘source code’ in design, and
not only from a legalist perspective. While this is actually relatively simple
to define for a font (the source is the object), it is much less clear what it
means for a signage system or a printed book.
One way we deal with this, is by publishing final results side by side with ingredients and recipes. The raw files themselves seem pretty useless once the
festival is over and the book printed, so we write manuals, stories, histories.
We also experiment with using versioning systems, but the softwares available are only half interesting to us. Designed to support code development,
changes in text files can be tracked up to the minutest detail but unless you
are ready to track binary code, images and document layouts function as
black boxes. I think this is something we need to work on because we need
better tools to handle multiple file formats collaboratively, and some form
of auto-documentation to support the more narrative work.
On the other hand, manuals and licences are surprisingly rich formats if you
want to record how an object came into life; we often weave these kinds
of texts back into the design itself. In the case of NotCourierSans we will
package the font with a pdf booklet on the history of the typeface – mixing
design geneology with suggestions for use.
I think the blurring of boundaries happens through practice. Just like
recipes are linked in many ways to food, 10 design practice connects objects
to conditions. OSP is most of all interested in the back-and-forth between
those two states of design; rendering their interdepence visible and testing
out ways of working with it rather than against it. Hopefully both the food
and the recipe will change in the process.

10

tasting, trying, writing, cooking

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This brief interview with Ludivine Loiseau and Pierre Marchand
from OSP was made in December 2012 by editor and designer
Manuel Schmalstieg. It unravels the design process of Aether9,
a book based on the archives of a collaborative adventure exploring the danger zones of networked audio-visual live performance. The text was published in that same publication.
Can you briefly situate the collective work of Open Source Publishing
(OSP)?

OSP is a working group producing graphic design objects using only
Libre and/or Open Source software. Founded in 2006 in the frame of the
arts organisation Constant 1 , the OSP caravan consists today of a dozen
individuals of different backgrounds and practices.
Since how long are you working as a duo, and as a team in OSP?
3 to 4 years.

And how many books have you conceived?

As a team, it’s our first ‘real’ book. We previously worked together on a
somewhat similar project of archive exploration, but without printed material in
the end. 2
Similar in the type of content or in the process?

The process: we developed scripts to ‘scrap’ the project archives, but it’s output
was more abstract; we collected the fonts used in all the files and produced a graph
from this process. These archives weren’t structured, so the exploration was less
linear.
You rapidly chose TeX/ConTeXt as a software environment to produce
this book. Was it an obvious choice given the nature of the project, or did you
hesitate between different approaches?

The construction of the book focused on two axes/threads: chronology
and a series of ‘trace-route’ keywords. Within this approach of reading and
navigation using cross-references, ConTeXt appeared as an appropriate tool.
1
2

http://www.constantvzw.org
http://www.ooooo.be/interpunctie/

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The world of TeX 3 is very intriguing, in particular for graphic designers.
It seems to me that it is always a struggle to push back the limits of what is
‘intended’ by the software.
ConTeXt is a constant fight! I wouldn’t say the same about other TeX
system instances. With ConTeXt, we found ourselves facing a very personal
project, because composition decisions are hardcoded to the liking of the package
main maintainer. And when we clash with these decisions, we are in the strange
position of using a tool while not agreeing with its builder.
As a concrete example, we could mention the automatic line spacing
adjustments. It was a struggle to get it right on the lines that include
keywords typeset with our custom ‘traced’ fonts. ConTeXt tried to do better,
and was increasing the line height of those words, as if it wanted to avoid
collisions.
Were you ever worried that what you wanted to obtain was not doable?
Did you reject some choices – in the graphic design, the layout, the structure
– because of software limitations?
Yes. Opting for a two column layout appeared to be quite tough when
filling in the content, as it introduced many gaps. At some point we decided
to narrow the format on a single column. To obtain the two columns
layout in the final output, the whole book was recomposed during the pdfconstruction, through OSPImpose.
This allowed us to make micro adjustments in the end of the production
process, while introducing new games, such as shifting the images on double pages.
What is OSPImpose?
It’s a re-writing of a pdf imposition software that I wrote a couple years ago
for PoDoFo.
Again regarding ConTeXt: this system was used for other OSP works
– notably for the book Verbindingen/Jonctions 10; Tracks in electr(on)ic
fields. 4 Is it currently the main production tool at OSP?
It’s more like an in-depth initiation journey!
But it hasn’t become a standard in our workflow yet. In fact, each
new important book layout project raises each time the question of the
3
4

a software written in 1978 by Donald Knuth
distinguished by the Fernand Baudin Prize 2009

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tool. Scribus and LibreOffice (spreadsheet) are also part of our book making
toolbox.
During our work session with you at Constant Variable, we noticed
that it was difficult to install a sufficiently complete TeX/ConTeXt/Python
environment to be able to generate the book. Is Pierre’s machine still the only
one, or did you manage to set it up on other computers?

Now we all have similar setups, so it’s a generalized generation. But it’s true
that this represented a difficulty at some times.
The source code and the Python scripts created for the book are publicly
accessible on the OSP Git server. Would these sources be realistically reusable? Could other publication projects use parts of the code ? Or, without
any explicit documentation, would it be highly improbable?

Indeed, the documentation part is still on the to-do list. Yet a large part
of the code is quite directly reusable. The code allows to parse different types
of files. E-mails and chat-logs are often found in project archives. Here the
Python scripts allows to order them according to date information, and will
automatically assign a style to the different content fields.

The code itself is a documentation source, as much on concrete aspects, such
as e-mail parsing, than on a possible architecture, on certain coding motives, etc.
And most importantly, is consists in a form of common experience.
Do you think you will reuse some of the general functions/features of
archive parsing for other projects ?
Hard to say. We haven’t anything in perspective that is close to the Aether9
project. But for sure, if the need of such treatment comes up again, we’ll retrieve
these software components.
Maybe for a publication/compilation of OSP’s adventures.

Have there been ‘revelations’, discoveries of unsuspected Python/ConText
features during this development?

I can’t recall having this kind of pleasure. The revelation, at least from
my point of view, happened in the very rich articulation of a graphical intention enacted in programming objects. It remains a kind of uncharted territory,
exploring it is always an exciting adventure.
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Three fonts are used in the book: Karla, Crimson and Consola Mono.
Three pretty recent fonts, born in the webfonts contexts I believe. What
considerations brought you to this choice?
Our typographical choices and researches lead us towards fonts with
different style variations. As the textual content is quite rich and spreads
on several layers, it was essential to have variation possibilities. Also, each
project brings the opportunity to test new fonts and we opted for recently
published fonts, indeed published, amongst others, on the Google font directory. Yet Karla and Crimson aren’t fonts specifically designed for a web
usage. Karla is one of the rare libre grotesque fonts, and it’s other specificity
it that it includes Tamil glyphs.
Apart from the original glyphs specially created for this book, you drew the
Ç glyph that was missing to Karla ... Is it going to be included to its official
distribution?
Oh, that’s a proposal for Jonathan Pinhorn. We haven’t contacted him
yet. For the moment, this cedilla has been snatched from the traced variant
collections.
Were there any surprises when printing? I am thinking in particular of
your choice of a colored ink instead of the usual black, or to the low res quality
(72dpi) of most of the images.
At the end of the process, the spontaneous decision to switch to blue ink was
a guaranteed source of surprise. We were confident that it wouldn’t destroy the
book, and we surely didn’t take too many risks since we were working with low
res images. But we weren’t sure how the images would react to such an offense. It
was an great surprise to see that it gave the book a very special radiance.
What are your next projects?
We are currently operating as an invited collective at the Valence Academy
of Fine Arts in the frame of a series of workshops named ‘Up pen down’.
We’re preparing a performance for the Balsamine theatre 5 on the topic of
Bootstrapping. In April we will travel as a group to Madrid to LGRU 6 and
LGM 7 . We also continually work on ‘Co-position”’, a project for building
a post-gutenberg typographical tool.
5
6
7

http://www.balsamine.be/
http://lgru.net/
the international Libre Graphics Meeting: http://libregraphicsmeeting.org/2013/

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Performing Libre Graphics

In April 2014 I traveled from Leipzig to the north of
Germany to meet with artist Cornelia Sollfrank. It was
right after the Libre Graphics Meeting, and the impressions from the event were still very fresh. Cornelia had
asked me for a video interview as part of Giving what you
don’t have, 1 a series of conversations about what she refers
to as ‘complex copyright-critical practices’. She was interested in forms of appropriation art that instead of claiming
some kind of ‘super-user’ status for artists, might provide
a platform for open access and Free Culture not imaginable elsewhere. I’ve admired Cornelia’s contributions to
hacker culture for long. She pioneered as a cyberfeminist
in the 1990s with the hilarious and intelligent net-art piece
Female Extension 2 , co-founded Old Boys Network 3 and
developed seminal projects such as the Net Art Generator.
The opportunity to spend two sunny spring days with her
intelligence, humour and cyberfeminist wisdom could not
have come at a better moment.
What is Libre Graphics?

Libre Graphics is quite a large ecosystem of software tools; of people, people
that develop these tools but also people that use these tools; practices, like
how do you work with them, not just how do you make things quickly and
in an impressive way, but also how these tools might change your practice;
and cultural artifacts that result from it. It is all these elements that come
together, I would call Libre Graphics. The term ‘libre’ is chosen deliberately.
1
2
3

http://postmedialab.org/GWYDH
http://artwarez.org/femext/content/femextEN.html
http://www.obn.org/

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Performing Libre Graphics

It is slightly more mysterious than the term ‘free’, especially when it turns up
in the English language. It sort of hints that there is something different,
something done on purpose. And it is also a group of people that are
inspired by Free Software culture, by Free Culture, by thinking about how
to share both their tools, their recipes and the outcomes of all this. Libre
Graphics goes in many directions. But it is an interesting context to work
in, that for me has been quite inspiring for a few years now.

The context of Libre Graphics

The context of Libre Graphics is multiple. I think that I am excited about
it and also part of why it is sometimes difficult to describe it in a short
sentence. The context is design, and people that are interested in design, in
creating visuals, animation, videos, typography ... and that is already multiple contexts, because each of these disciplines have their own histories,
and their own types of people that get touched by them. Then there is
software, people that are interested in the digital material. They say, I am
excited about raw bits and the way a vector gets produced. And that is a
very, almost formal, interest in how graphics are made. Then there is people that do software. They’re interested in programming, in programming
languages, in thinking about interfaces, and thinking about ways software
can become a tool. And then there are people that are interested in Free
Software. How can you make digital tools that can be shared, but also,
how can that produce processes that can be shared. Free Software activists
to people that are interested in developing specific tools for sharing design
and software development processes, like Git or Subversion, those kind of
things. I think the multiple contexts are really special and rich in Libre
Graphics.

Free Software culture

Free Software culture, and I use the term ‘culture’ because I am interested
in, let’s say, the cultural aspect of it, and this includes software. For me
software is a cultural object. But I think it is important to emphasize this,
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because it easily turns into a technocentric approach, which I think is important to stay away from. Free Software culture is the thinking that, when
you develop technology, and I am using technology in the sense that it is
cultural as well to me, deeply cultural, you need to take care as well of sharing the recipes, for how this technology has been developed. This produces
many different other tools, ways of working, ways of speaking, vocabularies, because it changes radically the way we make and the way we produce
hierarchies. It means for example, if you produce a graphic design artifact,
that you share all the source files that were necessary to make it; but you
also share as much as you can, descriptions or narrations of how it came to
be, which does include maybe how much was paid for it, where difficulties
were in negotiating with the printer; and what elements were included, because a graphic design object is usually a compilation of different elements;
what software was used to make it, and where it might have resisted. The
consequences of taking the Free Software culture serious in a design context, means that you care about all these different layers of the work, all the
different conditions that actually made the work happen.

Free Culture

The relationship from Libre Graphics to Free Culture is not always that
explicit. For some people it is enough to work with tools that are released
under a GPL, an open content licence. And there it stops. Even their work
will be released under proprietary licences. For others, it is important to
make the full circle and to think about what the legal status is of the work
they release. That is the more general one. Then, Free Culture, we can use
that very loosely, as in ‘everything that is circulating under conditions that
it can be reused and remade’. That would be my position. Free Culture
is of course also referred to a very specific idea of how that would work,
namely Creative Commons. For myself Creative Commons is problematic, although I value the fact that it exists and has really created a broader
discussion around licences in creative practices. I value that. For me the distinction Creative Commons makes for almost all the licences they promote,
between commercial and non-commercial work, and as a consequence, between professional and amateur work, I find that very problematic. Because
I think one of the most important elements of Free Software culture for me,
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is the possibility for people from different backgrounds, with different skill
sets, to actually engage with the digital artifacts they’re surrounded with.
By making this lazy separation between commercial and non-commercial,
which especially in the context of the web as it is right now, is not really
easy to hold up, seems really problematic. It creates an illusion of clarity
that I think actually makes more trouble than clarity. So I use Free Culture
licences, I use licences that are more explicit about the fact that anyone can
use whatever I produce in any context. Because I think that is where the
real power is of Free Software culture. For me Free Software licences and
all the licences that are around it, because I think there is many different
types and that is interesting, is that they have a viral power built in. So if
you apply a Free Software licence to, for example, a typeface, it means that
someone else, even someone else you don’t know, has the permission and
doesn’t have to ask for a permission, to reuse the typeface, to change it, to
mix it with something else, to distribute it and to sell it. That is one part,
that is already very powerful. But the real secret of such a licence is, that
once this person re-releases the typeface, it means that they need to keep
that same licence and it propagates across the network and that is where it
is really powerful.

Free tools

It is important to use tools that are released under conditions that allow
me to look further than its surface. For many reasons. There is an ethical
reason. It is very problematic I think, as a friend explained last week, to feel
that you’re renting a room in a hotel. That is often the way practitioners
nowadays relate to their tools. They have no right to move the furniture.
They have no right to invite friends to their hotel room. They have to check
out at eleven, etc. it is a very sterile relationship to the tools. That is one
part. The other is that there is little way to come into contact with the
cultural aspects of the tools. Some things that I suspected before starting
to use Free Software tools for my practice, but has been already for almost
ten years, continuously exciting, is the whole, let’s say, all the other elements
around it. The way people organize themselves in conferences, mailing lists,
the kinds of communication that happens, the vocabularies, the histories,
the connections between different disciplines ... And all that is available to
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look at, to work with, to come into contact with; to speak to people that do
these tools and ask them, why is it like this and not like that. And that to
me seems obvious that artists want to have that kind of layered relationship
with their tools, and not just only accept whatever comes out of next door
shop. I have a very different, almost different physical experience of these
tools, because I can enter on many levels. That makes them part of my
practice, not just means to an end. I really can take them into my practice.
That I find interesting, as an artist and as a designer.

Artifacts

The outcomes of this type of practice are different, or at least, let’s say, in
the kind of work I make, try to make and the people I like to work with.
There is obviously also groups of people that would like to do Hollywood
movies with those tools. That is kind of interesting, that that happens.
For me somehow the technological context or conditions that made a work
possible, will always occur in the final result. So, that is one part. And
the other is that the product is never the end. It means that in whatever
way source materials will be released, will be made available, it means that
a product is always the beginning of another product, either by me or by
other people. I think that is two things that you can always see in the kind
of works we make when we do libre-graphics-my-style. When we make a
book, for example, what is already different, is when we start the process, it
is not yet defined what tool we will use. There is a whole array of tools you
can choose from. I mean, books are basically text on paper, and there are
many ways to arrive at that output. For one book we did a few years ago,
we decided for the first time, because we had never used this tool before,
to use TeX, a typesetting system that is developed by Donald Knuth in the
context of academic publishing. That has been around as an almost mythological solution for a perfect typesetting. We were curious about whether
we could use that system that is developed in a very specific context for an
art catalog that we wanted to make. We had to learn how to use this tool,
which meant that we somehow had to learn the vocabulary, understand its
sort of perspective; things that were possible or not, get used to the kind of
humor that is quite terrible in these manuals; accept that certain things that
we thought would be easy, were actually not easy at all; and then understand
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how we could use the things that were popping up or not working or that
were different, how we could use them in our advantage. The final result
is a book that is slightly strange, because there are some mistakes that have
been left in, deliberately or by accident sometimes. The book contains an
extensive description of how it was made. Both visually, like it explains the
technical details of how it was made, but also the description of that learning
process. Another example of how tools, practice and outcomes are somehow
connected, but also the whole politics around it, because often these projects
are also ways of teasing out; ways licences, practice and tools somehow interact, is a project called ‘Sans Guilt’. It is a play with the ‘Gill Sans’ which
is a famous classic typeface that is claimed to be owned by a company called
Monotype. But according to our understanding, they have no right to actually claim this typeface as such. But through their communication they do
so. OSP was invited to work in an art academy in London, where they had
a lead version. And we decided to play with the typeface. The typeface OSP
released has many different versions, not versions as in bold, light etc. but
it has different levels of ‘licencing risk’. One is a straight scan of the prints
that were made at that workshop. Another version is more guilty, in the
sense that it is an extraction from a .pdf using the Monotype Gill. Another
is a redrawn version that takes the matrix, the spacing of a Monotype Gill,
but combines it with a redrawn example. All different variations of this font
touch on different elements of licencing problems that might occur with
typefaces. We sent our experiment to Monotype, because we wanted to hear
from them what they thought. After a few months we received a letter from
a lawyer saying, would you please identify yourself. We decided to write
back as we are, which is, 25 people from 20 different countries with stable
and unstable addresses. This long list probably made that we never heard
anything again, and ‘Sans Guilt’ is still available from our website under an
open font licence. What the is important, the typeface is different, in the
sense that the specimen is not much about showing off how beautiful it will
look in any context, but has the description of the process, the motivation
of why we did it, the letter we sent to Monotype, the response we got, ...
The whole packaging of the font becomes then a way of speaking about all
these layers that are in our practice.

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Libre fonts

A very exciting part of Libre Graphics is the Libre Font movement, which
is strong and has been strong for a long time. Fonts are the basic building
blocks of how graphics come to life. When you type something, it is there.
And the fact that that part of the work is free, is important on many levels.
Things you often don’t think about when you speak English and you stay
within a limited character set, is that, when you live in let’s say India, the
language you speak is not available as a digital typeface, meaning that when
you want to produce a book in the tools that are available or publish it
online, your language has no way of expressing itself. That has to do with
commercial interests, laws, ways the technical infrastructure has been built.
By understanding that it is important that you can express yourself in the
language and with the characters you need, it is also obvious that that part
needs to be free. Fonts are also interesting because they exist on many
levels. They exist in your system; they’re almost software because they’re
quite complicated objects; they appear in your screen, they are when you
print a document; they are there all the time. We consider the alphabet as
a totally accessible and available and a universal right to have the alphabet
at our disposal. So it is about ‘freeing the A’, you know. That’s quite a
beautiful energy. I think that has made the Libre Font movement very
strong. Something that has happened the last years and brings up new
problems and potential areas to work on, is fonts available for the web.
Web fonts have really exploded the amount of free fonts available. Before,
fonts were always, let’s say, when they were used, tied to a document, and
there was some kind of fantasy about that you could hold them, you could
somehow contain them, licence them and keep them in check. With the
web that idea has gone. And many people have decided to liberate their
fonts to be able to make them usable for a website. Because if you think
about it, if you use a font on a website, it means that it has to be able to
travel everywhere. Everyone has to be able to look at what the font does,
but it is not just an output. It is not just an endpoint. The font is active,
it means it is available. In theory, any font that appears on the web is both
display and program. By displaying the page, you need to run the font.
That means the font needs to be available as a source and as a result. That
means you have to publish your font. This has really created a big boom in
the last few years in Free Fonts, because that is the easiest way to deal with
that problem: allow people to download these fonts, but in a way that keeps
authorship clear, that keeps genealogy clear, and also propagates then the
possibility of making new fonts based on someone else’s work.
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Free artifacts / open standards

It took me a while to figure this out. For me it was obvious that if you would
use Free Software, you would produce free artifacts. It seems obvious, but it
is not at all the case. There is full-fledged commercial production happening
with these tools. But one thing that keeps the results, the outcomes of these
projects freer than most commercial tools, is that there is really an emphasis
on open document formats. That is extremely important, because first of
all, it is very obvious that the documents that you produce with the tool,
should not belong to the software vendor. They are yours. And to be able
to own your own documents, you need to be able to inspect how they’re
produced. I know many tragic stories of designers that lost documents
because they could never open them again. There is really an emphasis
and a lot of work on making sure that the documents produced from these
tools remain ‘inspectable’, are documented, that either you can open them
in another tool or could develop a tool to have these files available for you.
It is really part and parcel of Free Software culture, that you care about that
what generates your artifact, but also the materiality of your artifact. Open
standards are important. Or maybe let’s say it is is important that file formats
are documented and can be understood. What is interesting to see is that in
this whole Libre Graphics world there is also a strong tradition of reverse
engineering, document activism, I would call it. They claim: documents need
to be free, and we will risk breaking the law to be able to understand how nonfree documents actually are constructed. They are really working on trying to
understand non-free documents, to be able to read them and to be able to
develop tools for them, that they can be reused and remade. The difference
between a free and a non-free document is that, for example, an InDesign
file, which is the result of a commercial product, there is no documentation
available of how this file works. This means that the only way to open the
document, is with that particular program. It means there is a connection
between that what you’ve made and the software you used to produce it. It
also means that if the software updates or the licence runs out, you will not
have access to your own file. It means it is fixed. You can never change it
and you can never allow anyone else to change it. An open document format
has documentation. That means that not only the software that created it,
is available, and in that way you can understand how it was made, but also
there is independent documentation available that whenever a project, like
a software, doesn’t work anymore, or is too old to be run, or you don’t have
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it available, you have other ways of understanding the document and being
able to open it and reuse and remake it. What is important, is that around
these open formats, you see a whole ecosystem exists of tools to inspect, to
create, to read, to change, to manipulate these formats. I think it is very
easy to see how around InDesign files this culture does not exist at all.

Sharing practise / re-learn

This way of working changes the way you learn, and therefore the way you
teach. And as many of us have understood the relation between learning
and practice, we’ve all been somehow involved in education. Many of us are
teaching in formal design or art education. And it is very clear how those
traditional schools are really not fit for the type of learning and teaching that
needs to happen around Libre Graphics. One of the problems we run into, is
the fact that validation systems are really geared towards judging individuals.
And our type of practice is always multiple. It is always about things that
happen with many people. And it is really difficult to inspire students to
work that way, and at the same time know that at the end of the day, they’ll
be judged on what they produced as an individual. In traditional education
there is always a separation between teaching technology and practice. You
have, in different ways, you have the studio practice, and then you have the
workshops. And it is very difficult to make conceptual connections between
the two. We end up trying to make that happen, but it is clearly not made
for that. And then there is the problem of hierarchies between tutor and
student, that are hard to break in formal education, just because the setup is,
even in very informal situations, that someone comes to teach and someone
else comes to be taught. And there is no way to truly break that hierarchy,
because that is the way a school works. For years we are thinking about how
to do teaching differently or how to do learning differently, and last year, for
the first time, we organized a summer school. Just like a kind of experiment
to see if we could learn and teach differently. The title, the name of the
school is Relearn. Because the sort of relearning for yourself but also to
others, through teaching learning, has become really a good methodology,
it seems.
If I say ‘we’, that’s always a bit uncomfortable, because I like to be clear about
who that is, but when I’m speaking here, there is many ‘wes’ in my mind.
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There is a group of designers called OSP. They have started in 2006 with
the simple decision to not use any proprietary software anymore for their
work. And from that this whole set of questions and practices and methods developed. Right now, that’s about twelve people working in Brussels,
having a design practice. I am lucky to be honory member of this group.
I’m in close contact with them, but I’m not actively working with the design
group. Another ‘we’, an overlapping ‘we’, is Constant, an association for
arts and media active in Brussels since 1996. Or 1997 maybe. Our interest
is more in mixing Copyleft thinking, Free Software thinking and feminism.
In many ways that intersects with OSP but they might phrase it in a different way. Another ‘we’ is the Libre Graphics community, which is even a
more uncomfortable ‘we’. Because it includes engineers that would like to
conquer the world ... and small hyper intelligent developers that creep out
of their corners to talk about the very strange worlds they’re creating. Or
typographers that care about universal typefaces, or ... I mean there is many
different people that are involved in that world. I think for this conversation, the ‘wes’ are: OSP, Constant and the Libre Graphics community,
whatever that is.

Libre Graphics annual meeting Leipzig 2014

We worked on a Code of conduct, which is something that seems to appear
in Free Software or tech conferences more and more. It comes a bit from
US context. We have started to understand that the fact that Free Software
is free, doesn’t mean that everyone feels welcome. For long there have been
and there still are large problems with diversity in this community. The
excitement about freedom has led people to think that people that were not
there would probably not want to be there and therefore had no role to be
there. For example, the fact that there are not a lot of women active in Free
Software, a lot less than in proprietary software, which is quite painful if
you think about it. It has to do with this sort of cyclical effect of because
women are not there, they will probably not be interested, and because they’re
not interested, they might not be capable or feel capable of being active. So they
might not belong. There is also a very brutal culture of harassment, of
racist and sexist language, of using imagery that is let’s say unacceptable,
and that needs to be dealt with. Over the last two years I think, documents
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like Codes of conduct have started to come up from feminists that are active
in this world, like Geek feminism or the Ada initiative, as a way to deal
with this. And what it does, is it describes ... it is slightly pompous, in the
sense that it describes your values. But it is a way to acknowledge the fact
that these communities have a problem with harassment, first. That they
explicitly say we want diversity, which is important. That it gives very clear
and practical guidelines for what someone that feels harassed can do, who
he or she can speak to, and what will be the consequences. Meaning that
it takes away the burden, at least as much as possible, from someone that is
harassed to defend actually the gravity of the case.

Art as integrative concept

For me calling myself an artist is useful, is very useful. I’m not busy with
let’s say, the constitutional art context. That doesn’t help me, at all. But
what does help me is the figure of the artist, the kinds of intelligences that
I sort of project on myself and I use from others and my colleagues, before
and contemporary. Because it allows me to not have too many ... to be able
to define my own context and concepts, without forgetting practice. And I
think art is one of the rare places that allows this. Not only allows it, but
actually rigorously asks for it. It is really wanting me to be explicit about my
historical connections, my way of making, my references, my choices, that
are part of the situation I build. And the figure of the artist is a very useful
toolbox in itself. And I think I use it, more than I would have thought. It
allows me to make these cross connections in a productive way.

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The making of Conversations was on many levels a process of dialogue, between people, processes, and systems.
Xavier Klein and Christoph Haag were as much involved
in editorial decisions as they were in creating an experimental platform that would allow us to produce a publication in a way true to the content of the conversations
it would contain. In August 2014 we discussed the ideas
behind their designs and the status of the systems they
were developing for the book that you are reading right
now.
I wanted to ask you Xavier, how did you end up in Germany?
It’s a long story, so I’ll make it short. I benefit from the Leonardo program, a
scholarship to do an internship abroad. So I searched for graphic design studios
that use Open Source and Free Software. I asked OSP first, but they said No.
I didn’t know LAFKON at this time, and a friend told me: Hey there is this
graphic design studio in Germany, so I asked and they said Yes. So I was
happy. ( laughs)
How did you start working on this book?

I thought it would be nice to have a project during Xavier’s stay in Augsburg
with a specific outcome. Something going beyond pure experimentation.
So I asked Constant if there were any projects that need to be worked on.
And I’m really happy with the Conversations publication, because it is a
good mixture. There is the technical experiment, how you would approach
something like this using Free Software. And there is the editing side.
To read all these opinions and reflections. It’s really interesting from the
content side, at least for me – I don’t dare to speak for Xavier. So that’s
basically how it started.
You developed a constellation of tools that together are producing the book.
Can you explain what the elements are, how this book is made?
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We decided in the beginning to use Etherpad for the editing. A lot of
documentation during Constant events was done with Etherpad and I found
its very direct access to editing quite inspiring. Earlier this year we prepared a
workshop for the Libre Graphics Meeting, where we’d have a transformation
from Etherpad pages to a printable .pdf. The idea was to somehow separate
the content editing and the rendering. Basically I wanted to follow some
kind of ‘pull logic’. At a certain point in the process, there is an interface
where you can pull out something without the need to interfere too much
with the inner workings of this part. There is the stable part, the editing on
the Etherpad, and there is something, that can be more experimental and
unstable which transforms the content to again a stable, printable version. I
tried to create a custom markdown dialect, meant to be as simple as possible.
It should reduce to some elements, the elements that are actually needed.
For example if we have an interview, what is required from the content side?
We have text and changing speakers. That’s more or less the most important
informations.
So on the first level, we have this simple format and from there the transformation process starts. The idea was to have a level, where basically anybody,
who knows how to use a text editor, can edit the text. But at the same
time it should have more layers of complexity. It actually can get quite
complex during the transformation process. But it should always have this
level, where it’s quite simple. So just text and for example this one markup
element for ok now the speaker changes.
In the beginning we experimented with differents tools, basically small
scripts to perform all kinds of layout task. Xavier for example prepared a
hotglue2svg converter. After that, we thought, why don’t we try to connect different approaches? Not only the very strict markdown to TeX to
.pdf transformations, but to think about, under which circumstances you
would actually prefer a canvas-based approach. What can you do on a canvas
that you can’t do or is much harder with a markup language.
It seems you are developing an adhoc markup language? Is that related to
what you wrote in the workshop description for Operating Systems: 1 Using
operating systems as a metaphor, we try to imagine systems that are both
structured and open?

Yes. The idea was to have these connected/disconected parts. So you have
the part where the content is edited in collaboration and you have the transformer script running separately on the individuals’ computers. For me this
1

http://libregraphicsmeeting.org/2014/program/

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solved in a way the problem of stability. You can use a quite elaborated,
reliable software like Etherpad and derive something from it without going
to its inner workings. You just pull the content from it, without affecting
the software too much. And you have the part, where it can get quite experimental and unreliable, without affecting all collaborators. Because the
process runs on your own computer and not on the server.
The markup concept comes from the documentation of a video streaming
workshop in Linz. There we wanted to have the possibility to write the
documentation collaboratively during the workshop and we needed also to
solve problems like How about the inclusion of images? That is where the first
markup element came from, which basically just was was a specific line of
text, which indicates ‘here should be this/that image’. If this specific line
appears in the text during the transformation process, it triggers an action
that will look for a specific file in the repository. If the image exists, it will
write the matching macro command for LaTeX. If the image is not in the
repository, it will do nothing. The idea was, that the creation of the .pdf
should happen anyway, e.g. although somebody’s repository might be not at
the latest state and a missing image would prevent LaTeX from rendering
the document. It should also ignore errors, for example if someone mistypes
the name of image or the command. It should not stop the process, but
produce a different output, e.g. without the image.
Why do you think the process should not stop when there’s an error? Why is
that so important?

For me it was important to ensure some kind of feedback, even if there might
be ‘errors’ in the output. Not just ‘not work’. It can be really frustrating,
when the first thing you have to do, is to find and solve a problem – which
can be quite hard with this sort of unprofessional scripts – before there’s is
happening anything at all. So at a certain point, at least something should
appear, even if it’s not necessarily the way it was originally intended. Like
a tolerance for errors, which would even produce something, that maybe
different from what you expected. But it should produce ‘something’.
You imagine a kind of iterative development that we know from working with
code, that allows you to keep differents versions, that keeps flowing in a way.
For example, this specific markup format. It’s basically markdown and
I wanted some more elements, like footnotes and the option to include
citations and comments. I find it quite handy, when you write software,
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that you have the possibility to include comments that are not part of the
actual output, but part of the working process. I also enjoy this while
writing text (e.g. with LaTeX), because I can keep comments or previous
versions or drafts. So I really have my working version and transform this
to some kind of output.
But back to the etherpash workshop. Commands are basically comments
that will trigger some action, for example the inclusion of a graphic or
changing the font or anything. These commands are referenced in a separate
file, so everybody can have different versions of the commands on their own
machine. It would not affect the other people. For example, if you wanted
to have a much more elaborated GRAFIK command, you could write it and
use it within your transformer of the document or you could introduce new
commands, that are written on the main pad, but would be ignored for
other people, because they have a different reference file. Does this make
sense?
Yes. In a way, there are a lot of grey zones. There are elements that are
global and elements that are local; elements can easily go parallel and none
of the commands actually has always the same output, for everyone.

They can, but they do not need to. You can stick to the very basic version
that comes directly from the repository. You could use this version to create
a .pdf in the ‘original’ way, but you can easily change it on different levels.
You can change the Bash commands that are triggered by the transformer
script, you can work on the LaTeX macros or change the script itself. I
found it quite important to have different levels of complexity. You may go
deeper, but you do not necessarily have to. The Etherpad content is the very
top level. You don’t have to install a software on your computer, you can
just open up a browser and edit the text. So this should make the access to
collaboration easier. Because for a lot of experimental software you spend a
lot of time to get it even running. Most often you have a very steep learning
curve and I found it interesting, to separate this learning curve in a way. So
you have different layers and if you really want to reconfigure on a deep level,
you can, but you do not necessarily have to.
I guess you are talking about collaboration across different levels of complexity, where different elements can transform the final outcome. But if you
take the analogy of CSS, or let’s say a Content Management System that
generates HTML, you could say that this also creates divisions of labour. So
rather than making collaboration possible, it confines people to to different
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files. How do you think your systems invite people to take part in different
levels? Are these layers porous at all? Can they easily slip between different
roles, let’s say an editor, a typographer and a programmer?
Up to a certain extent it’s like a division of labour. But if you call it a
separation of tasks, it makes definitely sense for me. It can be quite hard, if
you have to take over responsability for everything at the same time. So it
makes sense for me, also for collaboration, to offer this separation. Because
it can be good to have the possibility not to have to deal with the whole
system and everything at the same time. You should be able to do so, but
you should not necessarily have to. I think this is important, because a lot
of frustration regarding Free Software systems comes from the necessity to
go to the deep level at an early stage. I mean it’s an interesting problem.
The promise of convenience is quite hard, because most times is does not
really work. And it’s also fine that it doesn’t really work. At the same time
it’s frightening for people to get into it and so I think, it’s good to do this
step by step and also to have an easy top level opportunity to go into, for
example, programming. This is also a thing I became really interrested in.
The principle of the commandline to ‘extend usage into programming’. 2
You do not have to have a development environment and then you compile
software and then you have software, but you have this flexible interface for
your daily tasks. If you really need to go a deeper level, you can, at least with
Free Software. But you don’t have to ... compile your kernel every time.

Not every time! What I find interesting about your work is that you prefer not
to conceal any layers. References, commands, markup hints at the existence
of other layers, and the potential to go somewhere else. I wanted you to ask
about your fascination or interest in something ‘old school’ as Bash scripting.
Why is it so interesting?

Maybe at first point, it’s a bit of a fascination for the obscure. That normally,
as a graphic designer you wouldn’t think of using the commandline for your
work. When I started to use GNU/Linux, I’d try to stay away from the terminal. Which is basically, as I realised pretty soon, not possible. 3 At some
point, Bash scripting became really fascinating, because of the possibility to
use automation to correct or add functionalities. With the commandline
it’s easy to automate repetitive tasks, e.g. you can write a small script that
2
3

Florian Cramer. (echo echo) echo (echo): Command Line Poetics, 2007
let’s say hard

337

creates a separate .svg file for each layer in a .svg file 4 , convert this separated .svg files to .pdf files 5 and combine the .pdf files to a multipage
.pdf 6 . Just by collecting commands you’d normally type on your commandline interface. So in this case, automation helps to work around a missing
multipage support in inkscape. Not by changing the application itself, but
by plugging something ‘on top’ of it. I like to think of the Bash as glue
between different applications. So if we have a look now at the setup for
the conversations publication, we may see that Bash makes it really easy to
develop own configurations and setups. I actually thought about prefering
the word ‘setup’ to ‘writing software’ ...

Are you saying you prefer setup ‘over’ configuration?

Setup or configuration of software ‘over’ actually writing software. Because
for me it’s often more about connecting different applications. For example,
here we have a browser-based text editor, from which the content is automatically pulled and transformed via text-transform tools and then rendered
as a .pdf. What I find interesting, is that the scripts in between may actually be not very stable, but connect two stables parts. One is the Etherpad,
where the export function is taken ‘as is’ and you’ve got the final state of a
.pdf. In between, I try to have this flexible thing, that just needs to work
at this moment, in my special case. I mean certain scripts may reach quite
an amount of stability, but not necessarily. So it’s very good to have this
fixed state at the end.

You mean the .pdf?

I mean the .pdf, because ... These scripts are quite personal software and
so I don’t really think about other users beside me. For me it’s a whole
different subject to go to the usability level. That’s maybe also a cause for
the open state of the scripts. It would not make much sense – if I want to
have the opportunity for other people to make use of these things – to have
black boxes. Because for this, they are much too fragile. They can be taken
over, but there is no promise of ... convenience? 7 And it’s also important
for myself, because the setups are really tailored to a specific use case and
4
5
6
7

using sed, stream editor for filtering and transforming text
using inkscape on the commandline
using pdftk
... distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without
even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR
PURPOSE. Free Software Foundation. GNU General Public License, 2007

338

therefore more or less temporary. So I need to be able to read and adapt
them myself.
I know that you usually afterwards you provide a description of how the collage
was made. You publish the scripts, and sketches and intermediary outcomes.
So it seems that usability is more in how you give access to the process rather
than the outcome. Or would you say that software is the outcome?

Actually for me the process is the more interesting part of the work. A lot of
the projects are maybe more like a proof of concept, than finished pieces of
software. I often reuse parts of these setups or software pieces, so it’s more
collections of ‘How to do something’ then really a finished thing, that’s now
suitable to produce this or that.
I’m just wondering, looking at your designs, if you would like that layering,
this unstability to be somehow legible in the .pdf or the printed object?

I don’t think that this unstability is really legible. Because in the process
there’s a certain point where definitive decisions are taken. It’s also part of
the concept. You make decisions and that make the final state of the object
what it is. And if you want to get back to the more flexible part, then you
would really have to get back. So I don’t actually think that it is legible in
the final output, on the first sight, that it is based on a very fluid working
process. And for me that’s quite ok. It’s also important for me – because
I tend not to do so – to take a decision at a certain point. But that’s not
necessarily the ultimate decision and therefore it’s also important to keep
the option open to redefine ... ‘the thing’.

What you’re saying, is that you can be decisive in your design decisions because
the outcome could also be another. You could always regenerate the .pdf
with other decisions.
Yes. For example, I would regenerate the .pdf with the same decisions,
another person maybe would take different decisions. But that’s one step
before the final object. For example, if we do not talk about the .pdf, but
we actually talk about the book, then it’s very clear, that there are decisions,
that need to be taken or that have been taken. And actually I like the feeling
of convenience when things get finished. They are done. Not configurable
forever.

( laughs) That’s convenient, if things get done!
339

For this specific book, you have made a few decisions, for example your selection of fonts is particular.
Xavier, can you say something about the typography of Conversations?

Huuumn yep, for the typographic decisions ... in the beginning we searched for
fancy fonts, but in a way came back to use very classic fonts, respectively one classic
font. So the Junicode 8 for the text and the OCR-A 9 for anything else. Because
we decided to focus on testing different ways of layouting and use the fonts as a
way to keep a certain continuity between the parts. We thought this can be more
interesting, than to show that we can find a lot of beautiful, fancy fonts.

So in the beginning, we thought about having a different font for every
speaker, but sooner or later we realised that it would be good to have something that keeps the whole thing together. Right now, this are the two
fonts. The Junicode, which is a font for medievalists, and the OCR-A,
which is a optical character recognition font from the early age of computer technology. So the hypothesis was, to have this combination – a very
classical typeface inspired by the 16th century and a typeface optimized for
machine reading – that maybe will produce an interesting clash of two different approaches. While at the same time providing a continuous element
throughout the book. But that still has to be proven in the final layout.

I find it interesting that both fonts in their own way are somehow conversational. They are both used in situations where one system needs to talk to
another.

Yeah, definitely in a way. They are both optimised for a special usage, which,
by the way, isn’t the usage of our case. One for the display of medieval
texts, where you have to have lot of different signs and ligatures and ... that’s
the Junicode. The other one, the OCR-A, is optimized to be legible by
machines. So that are two different directions of conversation. And they’re
both Free and Open Source fonts ...
And for the layout? How are the divider pages going to be constructed?

For the divider pages, it’s an application ‘Built with Processing’, done by
Benjamin 10 . In a way, it’s a different approach, because it’s a software with
an extensive Graphical User Interface, with a lot of options. So it’s different
8
9

10

http://junicode.sourceforge.net/
http://sourceforge.net/projects/ocr-a-font/
Stephan

340

from the very modular, connective approach. There we decided to have this
software, which is directly controlled by the controller, the person who uses
it. And again, there is this moment of definitive decision. Ok, this is exactly
how I want the title pages to look. And then they are put in a fixed state.
At the same time, the software will be part of the repository, to be usable
as a tool. So it’s a very ... not a ‘very classic’ ... approach. To write ‘your’
software for ‘your’ very specific use case. In a more monolithic way ...
Just to add this. In this custom markdown dialect, I decided at a point
to include a command, which is INCLUDEPAGES, where you can provide
a .pdf file via an url to be included in the document. So the .pdf may
be stored anywhere, as long as it is accessible over the internet. I found
this an interesting opportunity for collaboration. Because if somebody does
not want to stick to the grid given by the LaTeX configuration or to this
kind of working in general, this person could create a .pdf, store it online,
reference it and the file will be included. This can be a very disconnected
way of contributing to the final book. And that’s also a thing we’re now
trying to test ourselves. Because in the beginning we developed a lot of
different little scripts, for example the hotglue2svg converter. And right
now we’re trying to extend this. For example, to create one interview in
Scribus and include the .pdf made with Scribus. To also test ourselves
different approaches.
This book will be both a collage and have a overall, predefined structure
provided by the lay-out engine?

I’m trying to make pragmatic use of the functionalities of LaTeX, which is
used for the final compiling of the .pdf. So for example, also ready-made
.pdf files included into the final document are referenced in the table of
contents.

Can you explain that again ?

Separate .pdfs, that are included into the final document will be referenced
in the table of contents. We can still make use of the automatic generation
of page numbers in the table of contents, so there it goes together. There
are certain borders, for example since the .pdfs are more like finished documents, indexing will probably not work. Because even if you can extract
references from the .pdf, I didn’t find a way until now, how to find out the
page number in a reliable way. There you also realise, that you can do much
more with the plain text sources than you can do with a finished document.
341

But I think that’s ok. In this case you wouldn’t to have a keyword reference
to the .pdf, while it’s still in the table of contents ...
What if someone would want to use one of these interviews for something else?
How could this book becoming source for an another publication?
That’s also an advantage of the quite simple source format on the Etherpad.
It can be easily converted to e.g. simple markdown, just by a little script.
I found this quite important – because at this point we’re putting quite an
amount of work into the preparation of the texts – to have it not in a format
that is not parseable. I really wanted to keep the documents transformable
in a easy way. So now you could just have a ~fiveliner, that will pull the text
from the Etherpad and convert it to simple markdown or to HTML.
Wonderful.

If you have a more or less clean source format, then it’s in most cases easy
to convert it to different formats. For example, the Evan Roth interview,
you provided as a ConTeXt file. So with some text manipulation, it was
easy to do the transformation to our Etherpad markup. And it would be
harder if the content is stored as an Open Office document, but still feasible.
.pdf in a way is the worst case, because it’s much harder to extract usable
content again, depending on the creator. So I think it’s important to keep
the content in a readable and understandable source format.

Xavier, what is going to happen next?

Right now, I’m the guy who tests on Scribus, Inkscape. But I don’t know if it’s
the answer to your question.

I was just curious because you have a month to work on this still, so I was
wondering ... are there other things you are testing or trying ?

Yeah, I think I want to finish the hotglue2svg.sh, I mean it’s my first
Bash program, I want to raise my baby. ( laughs) But right now I’m trying to
find different ways of layouts. The first one is the one with the big squares, the
big unicode characters and all the arrows. So it’s very complicated, but it’s the
attempt to find an another way to express a conversation in text.

Can you say more about that ?

Because in the beginning, my first try was to keep the ‘life’ of a conversation in
the text with some things, like indentation or with graphic things, like the choice
342

of the unicode characters. If this can be a way to express a conversation. Because
it’s hard to it with programming stuff so we’re using GUI based software.

It’s a bit coming to the question, what you are doing differently, if you work
with a direct visual feedback. So you don’t try to reduce the content to get
it through a logical structure. Because that’s in a way how the markdown
to LaTeX transformation is doing it. You set certain rules, that may be in
special cases soft rules, but you really try to establish a logical structure and
have a set of rules and apply them. For me, it’s also an interesting question.
If you think of grid based graphic design, where you try to introduce a set
of rules in the beginning and then to keep for the rest of the project, that’s
in a way a very obvious case for computation. Where you just apply a set of
rules. With this application of rules you are a lot confronted in daily graphic
design. And this is also a way of working you learn during your studies.
Stick to certain logical or maybe visual grids. And so now the question is:
What’s the difference if you do a really visual layout. Do you deal differently
with the content, does it make sense, or if you’re just always coming back
to a certain grid, then you might as well do it by computation. So that’s
something that we wanted to find out. What advantage do you really gain
from having a canvas-based approach throughout the layout process.
In a way the interviews are very similar, because it’s always peoples speaking,
but at the same time each of the conversations is slightly different. So in what
way is the difference between them made legible, through the same set of rules
or by making specifics rules for each of them?
If you do the layout by hand you can take decisions that would be much
harder to translate to code. For example, how to emphasize certain part
of the text or the speaker. You’re much closer to the interpretation of the
content? You’re not designing the ruleset but you are really working on the
visual design of the content ... The point why it’s interesting to me is because
working as a designer you get quite often reduced to this visual design of the
content, at the same it may make sense in a lot of cases. So it’s a evaluation
of these different approaches. Do you design the ruleset or do you design
the final outcome? And I think it has both advantages and disadvantages.

343

Colophon

In conversation with: Agnes Bewer, Alexandre Leray, An Mertens, Andreas Vox, Asheesh
Laroia, Carla Boserman,Christina Clar, Chris Lilley, Christoph Haag, Claire Williams, Cornelia
Sollfrank, Dave Crossland, Dmytry Kleiner, Denis Jacquery, Dmytri Kleiner, Eleanor Greenhalgh,
Eric Schrijver, Evan Roth, Femke Snelting, Franziska Kleiner, George Williams, Gijs de Heij,
Harrisson, Ivan Monroy Lopez, John Haltiwanger, John Colenbrander, Juliane De Moerlooze,
Julien Deswaef, Larisa Blazic, Ludivine Loiseau, Manuel Schmalstieg, Matthew Fuller, Michael
Murtaugh, Michael Terry, Michele Walther, Miguel Arana Catania, momo3010, Nicolas Malevé,
Pedro Amado, Peter Westenberg, Pierre Huyghebaert, Pierre Marchand, Sarah Magnan, Stéphanie
Vilayphiou, Tom Lechner, Urantsetseg Ulziikhuu, Xavier Klein

Concept, development and design: Christoph Haag, Xavier Klein, Femke Snelting

Editorial team: Thomas Buxó, Loraine Furter, Maryl Genc, Pierre Huyghebaert, Martino Morandi
Transcriptions: An Mertens, Boris Kish, Christoph Haag, Femke Snelting, George Williams, Gijs
de Heij, ginger coons, Ivan Monroy Lopez, John Haltiwanger, Ludivine Loiseau, Martino Morandi,
Pierre Huyghebaert, Urantsetseg Ulziikhuu, Xavier Klein
Chapter opener: Built with petter by Benjamin Stephan
-> http://github.com/b3nson/petter

Tools: basename, bash, bibtex, cat, Chromium, cp, curl, dpkg, egrep, Etherpad, exit,
ftp, gedit, GIMP, ghostscript, Git, GNU coreutils, grep, ImageMagick, Inkscape, Kate, man,
makeindex, meld, ne, pandoc, pdflatex, pdftk, Processing, python, read, rev, Scribus,
sed, vim, wget
Fonts: Junicode by Peter S. Baker, OCR-A by John Sauter

Source Files:
Texts, fonts and pdf: http://conversations.tools
Software: https://github.com/lafkon/conversations
Published by: Constant Verlag (Brussels, January 2015)
ISBN: 9789081145930

Copyright (C) Constant 2014
Copyleft: This work is free. You may copy, distribute and modify
it according to the terms of the Free Art License (see appendix)
This publication is made possible by the Libre Graphics Community, through the financial support
from the European Commission (Libre Graphics Research Unit) and the Flemish authorities.

Printed in Germany.

http://www.online-druck.biz

351

Acid Test, 145–147
Activism, 302, 320, 326
Adafruit, 225
Adobe Illustrator, 66, 101, 159–161, 292
Adobe InDesign, 15, 16, 19, 326, 327
Adobe PageMaker, 16, 17, 159, 160
Adobe Photoshop, 279, 280
Adobe Systems, 8, 24, 101, 142, 156,
157, 159–162, 279, 291,
297, 302
Algorithm, 227, 236
Amado, Pedro, 275
Anthropology, 41, 202, 232
AOL Inc., 25
Apple Inc., 8, 23, 24, 142, 159–162
Application Programming Interface, 118,
276
Arana Catania, Miguel, 88
Arduino, 83, 226
Artist, 7–9, 17, 73, 99–101, 146, 190,
191, 213–215, 223, 224,
240, 247, 319, 323, 329

Bézier, Pierre, 303
Baker, Peter S., 351
Barragán, Carlos, 88
Beauty, 14, 23, 32, 47, 55, 59, 78, 81,
162, 176, 230, 236, 268,
293, 305, 324, 325, 340
Benkler, Yochai, 187, 192, 193
Bewer, Agnes, 37
Blanco, Chema, 90
Blazic, Larisa, 7
Blender, 55, 72, 221, 222, 276
Blokland, Petr van, 158, 159
Body, 39, 77, 135, 141, 146, 178, 219,
242
Boserman, Carla, 86
Bradney, Craig, 13, 16, 80
Brainch, 110
Brainerd, Paul, 159
Brussels, 3, 37, 71, 187, 195, 203, 213,
245, 248, 287, 303, 328,
351
Buellet, Stéphane, 215
Bug, 17, 23, 25, 66, 119, 171, 172, 201,
203–205, 292, 298, 302

Bugreport, 280
Bush, George W., 290
Buxó, Thomas, 351

Canvas, 13, 17, 57, 58, 63, 65, 66, 301,
334
Carson, David, 161
Cayate, Henrique, 278
Chastanet, François, 233
Clar, Christina, 99
Colenbrander, John, 99
Collaboration, 3, 7, 9, 57, 100, 101, 109–
112, 116–120, 126, 127,
160, 162, 203, 213, 215,
223, 224, 232, 244, 246,
253, 275, 289, 290, 292,
301, 311, 334, 336, 337,
341
Commandline Interface, 39, 59, 298,
299, 336–338, 342, 351
Commons, 192–194
Communism, 187, 192–194
computer department, 275
Constant, 3, 99, 109, 124, 137, 171, 213,
246, 283, 311–313, 328,
333, 334, 351
ConTeXt, 42, 47–55, 57–62, 66, 67, 103,
127, 128, 155, 181, 182,
191, 192, 261, 276, 278,
300, 304, 311–314, 320–
324, 328, 329, 342
Contract, 189
coons, ginger, 351
Copyleft, 162, 276, 328
Creative Commons, 18, 27, 218, 244,
249, 250, 321
Crossland, Dave, 29, 92, 155, 351
CSS, 53, 54, 116, 117, 142, 144–146, 336

Dahlström, Erik, 138
Dance, 64, 81, 219
de Heij, Gijs, 351
de Moerlooze, Juliane, 37
Debian, 3, 37, 38, 40, 41, 100, 156, 201,
203, 205, 207
Designer, 3, 7–9, 16, 17, 23, 28, 99, 114,
115, 135, 140, 142, 146,

147, 149, 150, 155, 158,
160, 163, 164, 174, 187–
190, 193, 194, 227, 235,
261, 262, 266, 267, 275,
278, 279, 282, 288, 292,
297, 299–301, 304, 305,
311, 323, 326, 328, 343
Desktop Publishing, 9, 61, 159–161,
276, 279
Deswaef, Julien, 88
Developer, 3, 7–9, 13–15, 17, 19, 23, 40,
47, 49, 54, 55, 58, 59, 71,
74, 99, 102, 104, 105, 112,
115, 123, 128, 135, 149,
150, 155, 162, 166, 171,
174, 177, 179, 183, 190,
196, 201, 203, 204, 207,
208, 213, 215, 216, 225,
233, 235, 254, 261, 265,
279, 299–302, 306, 328,
337
Documentation, 27, 43, 51, 52, 54, 55,
57, 60, 176, 208, 230–232,
238, 239, 264–266, 307,
313, 326, 334, 335
Dropbox, 118, 128
Duffy, Maírín, 206

Education, 8, 42, 43, 100, 165, 166, 248,
275, 276, 279, 282, 327
Efficiency, 41, 43, 75, 78, 206, 289, 297,
306
Egli, Simon, 292
Ehr, Jim von, 160, 161
Emmons, Andrew, 138
Encoding, 24, 261, 262, 264–267
ePub, 105
Etherpad, 117, 118, 334–336, 338, 342,
351
EyeWriter, 214, 223–225, 227, 228, 235,
236
Farhner, Todd, 145
Feminism, 37, 41, 328, 329
Firefox, 144, 177, 283
Flash, 101, 208, 215, 279

FontForge, 23, 25–27, 29, 30, 32,
165, 166, 268, 276,
298, 299
FontLab, 28, 162, 163, 276
Fontographer, 24, 160–163, 292
Free Art License, 244, 351, 354
Free Culture, 7, 8, 13, 102–104,
201, 319–322
Freeman, Mark, 203
Fried, Limor, 225
FrontPage, 25
Frutiger, Adrian, 293
Fuller, Matthew, 297
Fun, 14, 15, 49, 57, 65, 67, 72, 78,
217, 227, 232, 235,
238, 246, 253
Furter, Loraine, 351

163,
292,

165,

206,
236,

Gaulon, Benjamin, 223
Genc, Maryl, 351
Gender, 9, 47, 48, 201, 204, 205, 302
Ghali, Jean, 80
GIMP, 171, 172, 174, 179–183, 276, 279,
280, 298, 299, 351
Git, 57, 109–121, 123–125, 127–129,
203, 313, 320, 351
GitHub, 7, 111, 116, 120–124, 126, 128
Gitorious, 111, 116, 121, 122, 124
Glitch, 305
Glyph, 31, 48, 120, 121, 165, 262, 266,
268, 291, 314
Gnu General Public License, 219, 253,
305, 321, 338
Goller, Ludwig, 304
Google Summer of Code, 205, 206
Graphic Design, 7, 9, 111, 113, 115, 116,
119, 156, 159, 161, 162,
175, 227, 280, 287, 297,
298, 306, 311, 312, 321,
333, 343
Graphical User Interface, 14, 29, 73,
159–161, 300, 301, 340,
343
Greenhalgh, Eleanor, 90, 99
Haag, Christoph, 99, 333, 351

Hagen, Hans, 47–50, 55, 56
Haltiwanger, John, 47, 213, 351
Hannemeier Hansson, David, 252
Harrington, Bryce, 301
Harrison, 155, 187, 287
Hello World, 235
Hickson, Ian, 146
HTML, 24–27, 48, 52–54, 116, 137,
138, 141, 149, 175, 319,
336, 342
Hugin, 82
Huyghebaert, Pierre, 48, 58, 109, 135,
155, 289, 298, 351

Imposition, 73, 75, 76, 80, 81, 83, 312
Infrastructure, 27, 50, 160, 172, 173,
180, 325
Inkscape, 66, 72, 117, 143, 205, 276,
298–301, 338, 342, 351
Internet Explorer, 142, 144, 197, 283
Internet Relay Chat, 19, 138, 203, 206,
208, 276, 300
iPhone, 226, 230, 238
IT Department, 8, 156, 275
Jacquerye, Denis, 165, 261
Jay-Z, 252
Jenkins, Mark, 220
Joint Photographic Experts Group, 128
Juan Coco, Mireia, 94

Karow, Peter, 159
KATSU, 220, 249
Kerning, 31, 52, 299
Kish, Boris, 351
Klein, Xavier, 333, 351
Kleiner, Dmytri, 187
Kleiner, Franziska, 187
Knuth, Donald, 51, 54, 80, 158, 300,
312, 323
Kostrzewa, Michael Dominic, 149
KRS-One, 251

Labour, 183, 187–190, 192–194, 197,
299, 336, 337
LAFKON Publishing, 333

Laidout, 71–73, 75, 78–80, 82, 83
Laroia, Asheesh, 201
LaTeX, 49–51, 60, 66, 290, 335, 336,
341, 343
Laughing, 23, 25–27, 31, 38, 56, 64,
74, 79, 139, 144, 146, 189,
194, 196, 204, 208, 216,
220, 221, 224, 227, 230,
232, 233, 240, 246, 254,
265, 266, 268, 305, 333,
339, 342
Lawyer, 136, 146, 149, 192, 324
Lechner, Tom, 71
Lee, Tim Berners, 139
Leray, Alexandre, 109
Levien, Raph, 302
Libre Fonts, 196, 275, 287, 299, 324, 325
Libre Graphics Meeting, 3, 7, 8, 13,
23, 71, 110, 135, 149, 150,
155, 171, 181, 201, 208,
314, 319, 328, 334
Libre Graphics Research Unit, 3, 109,
261, 314, 351
Lilley, Chris, 135
Linnell, Peter, 13, 17, 18
Loiseau, Ludivine, 71, 109, 155, 311,
351
Lua, 50–52, 59, 60
Lupton, Ellen, 304
Müller Brockman, Joseph, 305
Macromedia, 24, 101, 137, 161
Magnan, Sarah, 109
Mailing list, 40, 41, 47, 50, 162, 202,
205, 263, 299, 300, 322
Malevé, Nicolas, 135, 261
Mansoux, Aymeric, 8
Manual, 43, 51, 56, 60, 61, 157, 201, 299,
307
Marchand, Pierre, 58, 71, 109, 261, 311,
351
Marini, Anton, 247
Markdown, 52, 53, 105, 247, 334, 335,
341–343
Markup, 52, 53, 213–215, 222, 224, 237,
251, 334, 335, 337, 342
Marx, Karl, 187, 188

Mathematics, 26, 37, 39, 40, 42, 43, 71,
72, 155, 158
Mauss, Marcel, 187, 195
MediaWiki, 173, 181
Mercurial, 110
Meritocracy, 126
Mertens, An, 37, 351
Metafont, 158
Microsoft, 16, 18, 24, 25, 56, 57, 144,
150, 162, 197, 276, 283
Monotype, 324
Monroy Lopez, Ivan, 111, 171, 351
Morandi, Martino, 351
Moskalenko, Oleksandr, 13
Multiple Master, 291, 292
Murtaugh, Michael, 99
Netscape, 142

Open Font Library, 27
OpenOffice, 117, 342
Opera, 138, 144
OSP, 3, 57, 81, 109–112, 114, 120, 122–
126, 128, 135, 155, 187,
207, 227, 268, 287, 297,
298, 302, 303, 305–307,
311–313, 324, 328, 333
OSPimpose, 312
Otalora, Olatz, 94

Pérez Aguilar, Ana, 94
PDF, 14, 18, 52, 72, 73, 122, 128, 129,
156, 298, 307, 312, 324,
334–336, 338, 339, 341,
342
Peer production, 187, 189, 191, 192, 194,
195, 197, 288
PfaEdit, 25
Pinhorn, Jonathan, 314
Piracy, 15, 287–289
Pixar, 197
Plain Text, 80, 140, 341
Podofoimpose, 71, 80, 81
Police, 150, 179, 215, 223, 239–241
PostScript, 18, 24, 25, 27, 159–162
Printing, 14, 15, 17, 18, 23, 24, 53, 72,
76, 77, 83, 103, 129, 148,

158–161, 223, 234, 247,
263, 275, 279, 298, 300–
302, 304, 305, 314, 324,
325
Problems, 28, 39, 42, 43, 47, 48, 80–82,
104, 111, 121, 122, 128,
137, 144, 157, 187, 193,
195, 196, 201, 203, 205,
217, 219, 226, 229, 233,
239, 242, 265, 277, 289,
300, 327, 329, 335, 337
processing.org, 67, 247, 276, 297, 340
Public Domain, 218, 221, 250, 282, 303
Qt, 78
QuarkXpress, 15, 161, 196, 290

Recipe, 125, 127, 128, 306, 307, 320, 321
Relearn Summerschool, 109, 327
Release early, release often, 114, 221
Robofog, 161
Robofont, 161
Rossum, Just van, 161
Roth, Evan, 213

Safari, 144
Samedies, 37, 40, 203
Sauter, John, 351
Schmalstieg, Manuel, 311
Schmid, Franz, 13, 15, 17
Schrijver, Eric, 109
Scribus, 13–19, 57, 61, 62, 65, 71, 79–81,
113, 115, 128, 157, 187,
196, 197, 276, 297–302,
313, 341, 342, 351
Scribus file, 113, 119
Sexism, 40, 328
Shakespeare, William, 23, 25, 26
Sikking, Peter, 172
Smythe, Dallas, 190
Snelting, Femke, 3, 297, 319, 351
Sobotka, Troy James, 227
Sollfrank, Cornelia, 319
SourceForge, 111
Sparkleshare, 118
Spencer, Susan, 92

Stable, 51, 58, 324, 334, 335, 338
Stallman, Richard, 165
Standards, 17, 101, 135, 136, 138, 140,
141, 145–147, 223, 250,
262, 291, 293, 298, 303,
304, 326
Stephan, Benjamin, 340, 351
Stroke, 65, 214, 216, 234, 243, 248, 291
Subtext, 47, 53, 54, 56, 57, 61
Sugrue, Chris, 214
SVG, 119, 135, 136, 138, 140, 143–145,
148, 215, 298, 301, 334,
338, 341
SVN, 111, 112, 117, 120, 320
Telekommunisten, 187
TEMPT, 214, 223, 224, 235, 236
Terry, Michael, 171
TeX, 47–49, 51, 52, 55, 59, 60, 80, 158,
161, 312, 323, 334
Torrone, Phil, 225
Torvalds, Linus, 112, 114, 115, 118, 246,
252
Tschichold, Jan, 52, 57
Tucker, Benjamin, 187, 189, 192
Typesetting, 24, 51–55, 57, 60, 61, 66,
158, 287, 323
Typography, 3, 9, 16, 24, 48, 51, 53,
61, 117, 155–159, 161–
165, 187, 195, 196, 220,
235, 261, 276, 287–291,
293, 298–300, 304, 314,
340
Ubuntu, 102
Ulziikhuu, Urantsetseg, 99, 351
Undocumented, 50
Unicode, 23, 24, 26, 27, 48, 261–268,
342, 343
Universal Font Object, 163
Unstable, 324, 334
User, 3, 9, 13–17, 19, 25, 32, 37, 47, 49,
50, 52, 54–56, 58, 64, 79,

100–102, 104, 141, 146,
159, 160, 166, 171–177,
179, 181, 182, 196, 208,
215, 222, 261, 266–268,
279, 280, 283, 288, 289,
300–302, 319, 338, 340
Utopia, 100, 251

Veen, Jeff, 146
Version Control, 7, 57, 109–112, 116–
119, 123–125, 127, 144,
149, 201, 202, 207, 264,
300, 305, 307
Vilayphiou, Stéphanie, 109, 213
Visual Culture, 113, 114, 117, 122, 124,
128
Vox, Andreas, 13, 80, 302, 351

Wall, Larry, 63
Walther, Michele, 213
Warnock, John, 159
Watson, Theo, 214
Westenberg, Peter, 187, 213
What You See Is What You Get, 25, 61–
65, 283
Wilkinson, Jamie, 214
Williams, Claire, 99
Williams, George, 14, 23, 79, 299, 351
Wishlist, 246
Wium Lie, Håkon, 142, 146
Workflow, 52, 53, 60, 105, 109, 115, 119,
298, 300, 312
World Wide Web Consortium, 135–142,
145, 146, 304
XML, 52, 80, 144, 148, 158, 163, 175,
213, 214, 216, 233, 234,
301
Yildirim, Muharrem, 242, 245
Yuill, Simon, 232

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hacker in Constant 2018


Constant
The Techno-Galactic Guide to Software Observation
2018


::: {.toc}
[Introduction](#mtljymuz) [Encounter several collections of historical
hardware back-to-back](#njm5zwm4) [Interview people about their
histories with software](#mguzmza4) [Ask several people from different
fields and age-groups the same question: \"***What is
software?***\"](#odfkotky) [FMEM and /DEV/MEM](#mzcxodix)
[Pan/Monopsychism](#m2mwogri) [Fountain refreshment](#ndawnmy5) [Create
\"nannyware\": Software that observes and addresses the user](#mtk5yjbl)
[Useless scroll against productivity](#yzuwmdq4) [Investigating how
humans and machines negotiate the experience of time](#m2vjndu3)
[Quine](#nmi5mgjm) [Glossaries as an exercise](#zwu0ogu0) [Adding
qualifiers](#mja0m2i5) [Searching \"software\" through
software](#mmmwmje2) [Persist in calling everyone a Software Curious
Person](#ndhkmwey) [Setup a Relational software observatory consultancy
(RSOC)](#mmu1mgy0) [Agile Sun Salutation](#mta1ntzm) [Hand
reading](#mdu0mmji) [Bug reporting for sharing observations](#yznjodq3)
[Interface Détournement](#ytu5y2qy) [Comportments of software
(softwear)](#y2q4zju5) [Continuous integration](#mwrhm2y4) [make make
do](#zdixmgrm) [Flowcharts (Flow of the chart -- chart of the flow on
demand!)](#zweymtni) [Something in the Middle Maybe (SitMM)](#ywfin2e4)
[What is it like to be AN ELEVATOR?](#ntlimgqy) [Side Channel
Analysis](#ndg2zte4) [Compiling a bestiary of software logos](#njmzmjm1)
[Encounter several collections of historical hardware
back-to-back](#njm5zwm4) [Testing the testbed: testing software with
observatory ambitions (SWOA)](#mmy2zgrl) [Prepare a reader to think
theory with software](#mmmzmmrh)
:::

[]{#mtljymuz .anchor}

A guide to techno-galactic software observation

> I am less interested in the critical practice of reflection, of
> showing once-again that the emperor has no clothes, than in finding a
> way to *diffract* critical inquiry in order to make difference
> patterns in a more worldly way.^[1](#ebceffee)^

The techno-galactic software survival guide that you are holding right
now was collectively produced as an outcome of the Techno-Galactic
Software Observatory. This guide proposes several ways to achieve
critical distance from the seemingly endless software systems that
surround us. It offers practical and fantastical tools for the tactical
(mis)use of software, empowering/enabling users to resist embedded
paradigms and assumptions. It is a collection of methods for approaching
software, experiencing its myths and realities, its risks and benefits.

With the rise of online services, the use of software has increasingly
been knitted into the production of software, even while the rhetoric,
rights, and procedures continue to suggest that use and production
constitute separate realms. This knitting together and its corresponding
disavowal have an effect on the way software is used and produced, and
radically alters its operative role in society. The shifts ripple across
galaxies, through social structures, working conditions and personal
relations, resulting in a profusion of apparatuses aspiring to be
seamless while optimizing and monetizing individual and collective flows
of information in line with the interests of a handful of actors. The
diffusion of software services affects the personal, in the form of
intensified identity shaping and self-management. It also affects the
public, as more and more libraries, universities and public
infrastructures as well as the management of public life rely on
\"solutions\" provided by private companies. Centralizing data flows in
the clouds, services blur the last traces of the thin line that
separates bio- from necro-politics.

Given how fast these changes resonate and reproduce, there is a growing
urgency to engage in a critique of software that goes beyond taking a
distance, and that deals with the fact that we are inevitably already
entangled. How can we interact, intervene, respond and think with
software? What approaches can allow us to recognize the agency of
different actors, their ways of functioning and their politics? What
methods of observation enable critical inquiry and affirmative discord?
What techniques can we apply to resurface software where it has melted
into the infrastructure and into the everyday? How can we remember that
software is always at work, especially where it is designed to disappear
into the background?

We adopted the term of observation for a number of reasons. We regard
observation as a way to approach software, as one way to organize
engagement with its implications. Observation, and the enabling of
observation through intensive data-centric feedback mechanisms, is part
of the cybernetic principles that underpin present day software
production. Our aim was to scrutinize this methodology in its many
manifestations, including in \"observatories\" \-- high cost
infrastructures \[testing infrastructures?CITECLOSE23310 of observation
troubled by colonial, imperial traditions and their problematic
divisions of nature and culture \-- with the hope of opening up
questions about who gets to observe software (and how) and who is being
observed by software (and with what impact)? It is a question of power,
one that we answer, at least in part, with critical play.

We adopted the term techno-galactic to match the advertised capability
of \"scaling up to the universe\" that comes in contemporary paradigms
of computation, and to address different scales of software communities
and related political economies that involve and require observation.

Drawing on theories of software and computation developed in academia
and elsewhere, we grounded our methods in hands-on exercises and
experiments that you now can try at home. This Guide to Techno-Galactic
Software Observation offers methods developed in and inspired by the
context of software production, hacker culture, software studies,
computer science research, Free Software communities, privacy activism,
and artistic practice. It invites you to experiment with ways to stay
with the trouble of software.

The Techno-Galactic Software Observatory
----------------------------------------

In the summer of 2017, around thirty people gathered in Brussels to
explore practices of proximate critique with and of software in the
context of a worksession entitled \"Techno-Galactic Software
Observatory\".^[2](#bcaacdcf)^ The worksession called for
software-curious people of all kinds to ask questions about software.
The intuition behind such a call was that different types of engagement
requires a heterogeneous group of participants with different levels of
expertise, skill and background. During three sessions of two days,
participants collectively inspected the space-time of computation and
probed the universe of hardware-software separations through excursions,
exercises and conversations. They tried out various perspectives and
methods to look at the larger picture of software as a concept, as a
practice, and as a set of techniques.

The first two days of The Techno-Galactic Software Observatory included
visits to the Musée de l\'Informatique Pionnière en
Belgique^[3](#aaceaeff)^ in Namur and the Computermuseum
KULeuven^[4](#afbebabd)^. In the surroundings of these collections of
historical 'numerical artefacts', we started viewing software in a
long-term context. It offered us the occasion to reflect on the
conditions of its appearance, and allowed us to take on current-day
questions from a genealogical perspective. What is software? How did it
appear as a concept, in what industrial and governmental circumstances?
What happens to the material conditions of its production (minerals,
factory labor, hardware) when it evaporates into a cloud?

The second two days we focused on the space-time dimension of IT
development. The way computer programs and operating systems are
manufactured changed tremendously through time, and so did its
production times and places. From military labs via the mega-corporation
cubicles to the open-space freelancer utopia, what ruptures and
continuities can be traced in the production, deployment, maintenance
and destruction of software? From time-sharing to user-space partitions
and containerization, what separations were and are at work? Where and
when is software made today?

The Walk-in Clinic
------------------

The last two days at the Techno-galactic software observatory were
dedicated to observation and its consequences. The development of
software encompasses a series of practices whose evocative names are
increasingly familiar: feedback, report, probe, audit, inspect, scan,
diagnose, explore, test \... What are the systems of knowledge and power
within which these activities take place, and what other types of
observation are possible? As a practical set for our investigations, we
set up a walk-in clinic on the 25th floor of the World Trade Center,
where users and developers could arrive with software-questions of all
kinds.

> Do you suffer from the disappearance of your software into the cloud,
> feel oppressed by unequal user privilege, or experience the torment of
> software-ransom of any sort? Bring your devices and interfaces to the
> World Trade Center! With the help of a clear and in-depth session, at
> the Techno-Galactic Walk-In Clinic we guarantee immediate results. The
> Walk-In Clinic provides free hands-on observations to software curious
> people of all kinds. A wide range of professional and amateur
> practitioners will provide you with
> Software-as-a-Critique-as-a-Service on the spot. Available services
> range from immediate interface critique, collaborative code
> inspection, data dowsing, various forms of network analyses,
> unusability testing, identification of unknown viruses, risk
> assessment, opening of black-boxes and more. Free software
> observations provided. Last intake at 16:45.\
> (invitation to the Walk-In Clinic, June 2017)

On the following pages: Software as a Critique as a Service (SaaCaaS)
Directory and intake forms for Software Curious People (SCP).

[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/masterlist\_twosides\_NEU.pdf]{.tmp}
[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/scprecord\_FINAL.pdf]{.tmp}
[]{#owqzmtdk .anchor}

Techno-Galactic Software Observation Essentials
=
**WARNING**

The survival techniques described in the following guide are to be used
at your own risk in case of emergency regarding software curiosity. The
publisher will not accept any responsability in case of damages caused
by misuse, misundestanding of instruction or lack of curiosity. By
trying the action exposed in the guide, you accept the responsability of
loosing data or altering hardware, including hard disks, usb key, cloud
storage, screens by throwing them on the floor, or even when falling on
the floor with your laptop by tangling your feet in an entanglement of
cables. No harm has been done to human, animal, computers or plants
while creating the guide. No firearms or any kind of weapon is needed in
order to survive software.\
Just a little bit of patience.

**Software observation survival stresses**

**Physical fitness plays a great part of software observation. Be fit or
CTRL-Quit.**

When trying to observe software you might experience stresses as such :

*Anxiety*Sleep deprivation *Forgetting about eating*Loss of time
tracking

**Can you cope with software ? You have to.**

> our methods for observation, like mapping, come with their luggage.

[Close encounters]{.grouping} []{#njm5zwm4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.visit)
Encounter several collections of historical hardware
back-to-back]{.method .descriptor} [How]{.how .empty .descriptor}

This can be done by identifying one or more computer museums and visit
them with little time in-between. Visiting a friend with a large
basement and lots of left-over computer equipment can help. Seeing and
possibly touching hardware from different contexts
(state-administration, business, research, \...), periods of time,
cultural contexts (California, Germany, French-speaking Belgium) and
price ranges allows you to sense the interactions between hardware and
software development.

[Note: It\'s a perfect way to hear people speak about the objects and
their contexts, how they worked or not and how objects are linked one
with another. It also shows the economic and cultural aspects of
softwares.]{.note .descriptor} [WARNING: **DO NOT FOLD, SPINDLE OR
MUTILATE**]{.warning .descriptor} [Example: Spaghetti Suitcase]{.example
.descriptor}

At one point during the demonstration of a Bull computer, the guide
revealed the system\'s \"software\" \-- a suitcase sized module with
dozens of patch cords. She made the comment that the term \"spaghetti
code\" (a derogatory expression about early code usign many \"GOTO\"
statments) had its origin in this physical arrangement of code as
patchings.

Preserving old hardware in order to observe physical manifestation of
software. See software here : we did experienced the incredible
possibility of actually touching software.

[SHOW IMAGE HERE:
http://observatory.constantvzw.org/images/wednesday/IMG\_20170607\_113634\_585.jpg]{.tmp}
[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/resizes/Techno-Galactic-Software-Observatory/IMG\_1163.JPG?m=1496916927]{.tmp}
[Example: Playing with the binary. Bull cards. Happy operator! Punch
card plays.]{.example .descriptor}

\"The highlight of the collection is to revive a real punch card
workshop of the 1960s.\"

[Example: Collection de la Maison des Écritures d\'Informatique & Bible,
Maredsous]{.example .descriptor}

The particularity of the collection lies in the fact that it\'s the
conservation of multiple stages of life of a software since its initial
computerization until today. The idea of introducing informatics into
the work of working with/on the Bible (versions in Hebrew, Greek, Latin,
and French) dates back to 1971, via punch card recordings and their
memorization on magnetic tape. Then came the step of analyzing texts
using computers.

[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/resizes/Preparing-the-Techno-galactic-Software-Observatory/DSC05019.JPG?m=1490635726]{.tmp}
[TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.jean.heuns]{.tmp}
[]{#mguzmza4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.jean.heuns)
Interview people about their histories with software]{.method
.descriptor} [What: Observe personnal narratives around software
history. Retrace the path of relation to software, how it changed during
the years and what are the human access memories that surrounds it. To
look at software through personal relations and emotions.]{.what
.descriptor} [How: Interviews are a good way to do it. Informal
conversations also.]{.how .descriptor}

Jean Heuns has been collecting servers, calculators, softwares, magnetic
tapes hard disks for xxx years. Found an agreement for them to be
displayed in the department hallways. Department of Computer sciences -
Kul Leuven.

[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/albums/Techno-Galactic-Software-Observatory/PWFU3350.JPG]{.tmp}
[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/albums/Techno-Galactic-Software-Observatory/PWFU3361.JPG]{.tmp}
[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/albums/Techno-Galactic-Software-Observatory/PWFU3356.JPG]{.tmp}
[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/albums/Techno-Galactic-Software-Observatory/PWFU3343.JPG]{.tmp}
[TODO: RELATES TO]{.tmp} []{#odfkotky .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.samequestion)
Ask several people from different fields and age-groups the same
question: \"***What is software?***\"]{.method .descriptor} [Remember:
The answers to this question will vary depending on who is asking it to
who.]{.remember .descriptor} [What: By paying close attention to the
answers, and possibly logging them, observations on the ambiguous place
and nature of software can be made.]{.what .descriptor}
[Example]{.example .empty .descriptor}

Jean Huens (system administrator at the department of Computer Science,
KULeuven): \"*It is difficult to answer the question \'what is
software\', but I know what is good software*\"

Thomas Cnudde (hardware designer at ESAT - COSIC, Computer Security and
Industrial Cryptography, KULeuven): \"*Software is a list of sequential
instructions! Hardware for me is made of silicon, software a sequence of
bits in a file. But naturally I am biased: I\'m a hardware designer so I
like to consider it as unique and special*\".

Amal Mahious (Director of NAM-IP, Namur): \"*This, you have to ask the
specialists.*\"

` {.verbatim}
*what is software?
--the unix filesystem says: it's a file----what is a file?
----in the filesystem, if you ask xxd:
------ it's a set of hexadecimal bytes
-------what is hexadecimal bytes?
------ -b it's a set of binary 01s
----if you ask objdump
-------it's a set of instructions
--side channel researching also says:
----it's a set of instructions
--the computer glossary says:
----it's a computer's programs, plus the procedure for their use http://etherbox.local/home/pi/video/A_Computer_Glossary.webm#t=02:26
------ a computer's programs is a set of instrutions for performing computer operations
`

[Remember: To answer the question \"*what is software*\" depends on the
situation, goal, time, and other contextual influences.]{.remember
.descriptor} [TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.everyonescp]{.tmp}
[]{#mzcxodix .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.devmem) FMEM
and /DEV/MEM]{.method .descriptor} [What: Different ways of exploring
your memory (RAM). Because in unix everything is a file, you can access
your memory as if it were a file.]{.what .descriptor} [Urgency: To try
and observe the operational level of software, getting closer to the
workings, the instruction-being of an executable/executing file, the way
it is when it is loaded into memory rather than when it sits in the
harddisk]{.urgency .descriptor} [Remember: In Unix-like operating
systems, a device file or special file is an interface for a device
driver that appears in a file system as if it were an ordinary file. In
the early days you could fully access your memory via the memory device
(`/dev/mem`) but over time the access was more and more restricted in
order to avoid malicious processes to directly access the kernel memory.
The kernel option CONFIG\_STRICT\_DEVMEM was introduced in kernel
version 2.6 and upper (2.6.36--2.6.39, 3.0--3.8, 3.8+HEAD). So you\'ll
need to use the Linux kernel module fmem: this module creates
`/dev/fmem` device, that can be used for accessing physical memory
without the limits of /dev/mem (1MB/1GB, depending on
distribution).]{.remember .descriptor}

`/dev/mem` tools to explore processes stored in the memory

ps ax | grep process
cd /proc/numberoftheprocess
cat maps

\--\> check what it is using

The proc filesystem is a pseudo-filesystem which provides an interface
to kernel data structures. It is commonly mounted at `/proc`. Most of it
is read-only, but some files allow kernel variables to be changed.

dump to a file\--\>change something in the file\--\>dump new to a
file\--\>diff oldfile newfile

\"where am i?\"

to find read/write memory addresses of a certain process\
`awk -F "-| " '$3 ~ /rw/ { print $1 " " $2}' /proc/PID/maps`{.bash}

take the range and drop it to hexdump

sudo dd if=/dev/mem bs=1 skip=$(( 16#b7526000 - 1 )) \
count=$(( 16#b7528000 - 16#7b7526000 + 1)) | hexdump -C

Besides opening the memory dump with an hex editor you can also try and
explore it with other tools or devices. You can open it as a raw image,
you can play it as a sound or perhaps send it directly to your
frame-buffer device (`/dev/fb0`).

[WARNING: Although your memory may look like/sound like/read like
gibberish, it may contain sensitive information about you and your
computer!]{.warning .descriptor} [Example]{.example .empty .descriptor}
[SHOW IMAGE HERE:
http://observatory.constantvzw.org/images/Screenshot\_from\_2017-06-07\_164407.png]{.tmp}
[TODO: BOX: Forensic and debuggung tools can be used to explore and
problematize the layers of abstraction of computing.]{.tmp} [TODO:
RELATES TO
http://pad.constantvzw.org/p/observatory.guide.monopsychism]{.tmp}
[]{#m2mwogri .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.monopsychism)
Pan/Monopsychism]{.method .descriptor} [What: Reading and writing
sectors of memory from/to different computers]{.what .descriptor} [How:
Shell commands and fmem kernel module]{.how .descriptor} [Urgency:
Memory, even when it is volatile, is a trace of the processes happening
in your computer in the form of saved information, and is therefore more
similar to a file than to a process. Challenging the file/process
divide, sharing memory with others will allow a more intimate relation
with your and other\'s computers.]{.urgency .descriptor} [About:
Monopsychism is the philosophical/theological doctrine according to
which there exists but one intellect/soul, shared by all beings.]{.about
.descriptor} [TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.devmem]{.tmp} [Note: The
parallel allocation and observation of the same memory sector in two
different computers is in a sense the opposite process of machine
virtualization, where the localization of multiple virtual machines in
one physical comptuers can only happen by rigidly separating the memory
sectors dedicated to the different virtual machines.]{.note .descriptor}
[WARNING: THIS METHOD HAS NOT BEEN TESTED, IT CAN PROBABLY DAMAGE YOUR
RAM MEMORY AND/OR COMPUTER]{.warning .descriptor}

First start the fmem kernel module in both computers:

`sudo sh fmem/run.sh`{.bash}

Then load part of your computer memory into the other computer via dd
and ssh:

`dd if=/dev/fmem bs=1 skip=1000000 count=1000 | ssh user@othercomputer dd of=/dev/fmem`{.bash}

Or viceversa, load part of another computer\'s memory into yours:

`ssh user@othercomputer dd if=/dev/fmem bs=1 skip=1000000 count=1000 | dd of=/dev/fmem`{.bash}

Or even, exchange memory between two other computers:

`ssh user@firstcomputer dd if=/dev/fmem bs=1 skip=1000000 count=1000 | ssh user@secondcomputer dd of=/dev/fmem`{.bash}

` {.quaverbatim}
pan/monopsychism:
(aquinas famously opposed averroes..who's philosophy can be interpreted as monopsychist)

shared memory

copying the same memory to different computers

https://en.wikipedia.org/wiki/Reflection_%28computer_programming%29

it could cut through the memory like a worm

or it could go through the memory of different computers one after the other and take and leave something there
`

[Temporality]{.grouping} []{#ndawnmy5 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.fountain)
Fountain refreshment]{.method .descriptor} [What: Augmenting a piece of
standardised office equipment designed to dispense water to perform a
decorative function.]{.what .descriptor} [How: Rearranging space as
conditioning observations (WTC vs. Museum vs. University vs. Startup
Office vs. Shifting Walls that became Water Fountains)]{.how
.descriptor} [Who: Gaining access to standardised water dispensing
equipment turned out to be more difficult than expected as such
equipment is typically licensed / rented rather than purchased outright.
Acquiring a unit that could be modified required access to secondary
markets of second hand office equiment in order to purchase a disused
model.]{.who .descriptor} [Urgency: EU-OSHA (European Agency for Safety
and Health at Work) Directive 2003/10/EC noise places describes the
minimum health and safety requirements regarding the exposure of workers
to the risks arising from physical agents (noise). However no current
European guidelines exist on the potential benefitial uses of tactially
designed additive noise systems.]{.urgency .descriptor}

The Techno-Galactic Software Observatory -- Comfortable silence, one way
mirrors

A drinking fountain and screens of one-way mirrors as part of the work
session \"*The Techno-Galactic Software Observatory*\" organised by
Constant.

For the past 100 years the western ideal of a corporate landscape has
been has been moving like a pendulum, oscillating between grids of
cubicles and organic, open landscapes, in a near to perfect 25-year
rhythm. These days the changes in office organisation is supplemented by
sound design, in corporate settings mostly to create comfortable
silence. Increase the sound and the space becomes more intimate, the
person on the table next to you can not immediately hear what you are
saying. It seems that actual silence in public and corporate spaces has
not been sought after since the start of the 20th century. Actual
silence is not at the moment considered comfortable. One of the visible
symptoms of our desire to take the edge off the silence is to be
observed through the appearance of fountains in public space. The
fountains purpose being to give off neutral sound, like white noise
without the negative connotations. However as a sound engineer\'s
definition of noise is unwanted sound that all depends on ones personal
relation to the sound of dripping water.

This means that there needs to be a consistent inoffensiveness to create
comfortable silence.

In corporate architecture the arrival of glass buildings were originally
seen as a symbol of transparency, especially loved by governmental
buildings. Yet the reflectiveness of this shiny surface once combined
with strong light -- known as the treason of the glass -- was only
completely embraced at the invention of one-way-mirror foil. And it was
the corporate business-world that would come to be known for their
reflective glass skyscrapers. As the foil reacts to light, it appears
transparent to someone standing in the dark, while leaving the side with
the most light with an opaque surface. Using this foil as room dividers
in a room with a changing light, what is hidden or visible will vary
throughout the day. So will the need for comfortable silence. Disclaimer
:\
Similar to the last 100 years of western office organisation,\
this fountain only has two modes:\
on or off

If it is on it also offers two options\
cold water and hot water

This fountain has been tampered with and has not in any way been
approved by a proffesional fountain cleaner. I do urge you to consider
this before you take the decision to drink from the fountain.

Should you chose to drink from the fountain, then I urge you to write
your name on your cup, in the designated area, for a customised
experience of my care for you.

I do want you to be comfortable.

[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/mia/mia6.gif]{.tmp} [SHOW
IMAGE HERE:
http://observatory.constantvzw.org/documents/mia/FullSizeRender%2811%29.jpg]{.tmp}
[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/mia/IMG\_5695.JPG]{.tmp}
[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/mia/IMG\_5698.JPG]{.tmp}
[TODO: RELATES TO]{.tmp} []{#mtk5yjbl .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.silvio) Create
\"nannyware\": Software that observes and addresses the user]{.method
.descriptor} [What]{.what .empty .descriptor}

Nannyware is software meant to protect users while limiting their space
of activity. It is software that passive-aggressively suggests or
enforces some kind of discipline. In other words, create a form of
parental control extended to adults by means of user experience / user
interfaces.

Nannyware is a form of Content-control software: software designed to
restrict or control the content a reader is authorised to access,
especially when utilised to restrict material delivered over the
Internet via the Web, e-mail, or other means. Content-control software
determines what content will be available or be blocked.

[How]{.how .empty .descriptor}

> \[\...RestrictionsCITECLOSE23310 can be applied at various levels: a
> government can attempt to apply them nationwide (see Internet
> censorship), or they can, for example, be applied by an ISP to its
> clients, by an employer to its personnel, by a school to its students,
> by a library to its visitors, by a parent to a child\'s computer, or
> by an individual user to his or her own computer.^[5](#fcefedaf)^

[Who]{.who .empty .descriptor}

> Unlike filtering, accountability software simply reports on Internet
> usage. No blocking occurs. In setting it up, you decide who will
> receive the detailed report of the computer's usage. Web sites that
> are deemed inappropriate, based on the options you've chosen, will be
> red-flagged. Because monitoring software is of value only "after the
> fact", we do not recommend this as a solution for families with
> children. However, it can be an effective aid in personal
> accountability for adults. There are several available products out
> there.^[6](#bffbbeaf)^

[Urgency]{.urgency .empty .descriptor}

> As with all new lifestyle technologies that come along, in the
> beginning there is also some chaos until their impact can be assessed
> and rules put in place to bring order and respect to their
> implementation and use in society. When the automobile first came into
> being there was much confusion regarding who had the right of way, the
> horse or the car. There were no paved roads, speed limits, stop signs,
> or any other traffic rules. Many lives were lost and much property was
> destroyed as a result. Over time, government and society developed
> written and unwritten rules as to the proper use of the
> car.^[7](#bbfcbcfa)^

[WARNING]{.warning .empty .descriptor}

> Disadvantages of explicit proxy deployment include a user\'s ability
> to alter an individual client configuration and bypass the proxy. To
> counter this, you can configure the firewall to allow client traffic
> to proceed only through the proxy. Note that this type of firewall
> blocking may result in some applications not working
> properly.^[8](#ededebde)^

[Example]{.example .empty .descriptor}

> The main problem here is that the settings that are required are
> different from person to person. For example, I use workrave with a 25
> second micropause every two and a half minute, and a 10 minute
> restbreak every 20 minutes. I need these frequent breaks, because I\'m
> recovering from RSI. And as I recover, I change the settings to fewer
> breaks. If you have never had any problem at all (using the computer,
> that is), then you may want much fewer breaks, say 10 seconds
> micropause every 10 minutes, and a 5 minute restbreak every hour. It
> is very hard to give proper guidelines here. My best advice is to play
> around and see what works for you. Which settings \"feel right\".
> Basically, that\'s how Workrave\'s defaults evolve.^[9](#cfbbbfdd)^

[SHOW IMAGE HERE: !\[Content-control software\](
http://www.advicegoddess.com/archives/2008/05/03/nannyware.jpg )]{.tmp}
[SHOW IMAGE HERE: !\[A \"nudge\" from your music player
\](http://img.wonderhowto.com/img/10/25/63533437022064/0/disable-high-volume-warning-when-using-headphones-your-samsung-galaxy-s4.w654.jpg)]{.tmp}
[SHOW IMAGE HERE: !\[Emphasis on the body\]
(http://classicallytrained.net/wp-content/uploads/2014/10/take-a-break.jpg)]{.tmp}
[SHOW IMAGE HERE: !\[ \"Slack is trying to be my friend but it\'s more
like a slightly insensitive and slightly bossy acquaintance.\"
\@briecode \] (https://pbs.twimg.com/media/CuZLgV4XgAAYexX.jpg)]{.tmp}
[SHOW IMAGE HERE: !\[Slack is trying to be my friend but it\'s more like
a slightly insensitive and slightly bossy acquaintance.\]
(https://pbs.twimg.com/media/CuZLgV4XgAAYexX.jpg)]{.tmp} [SHOW IMAGE
HERE:
!\[\](https://images.duckduckgo.com/iu/?u=http%3A%2F%2Fi0.wp.com%2Fatherbeg.com%2Fwp-content%2Fuploads%2F2015%2F06%2FWorkrave-Restbreak-Shoulder.png&f=1)]{.tmp}

Facebook is working on an app to stop you from drunk-posting \"Yann
LeCun, who overseas the lab, told Wired magazine that the program would
be like someone asking you, \'Uh, this is being posted publicly. Are you
sure you want your boss and your mother to see this?\'\"

[SHOW IMAGE HERE: !\[This Terminal Dashboard Reminds You to Take a Break
When You\'re Lost Deep Inside the Command
Line\](https://i.kinja-img.com/gawker-media/image/upload/s\--\_of0PoM2\--/c\_fit,fl\_progressive,q\_80,w\_636/eegvqork0qizokwrlemz.png)]{.tmp}
[SHOW IMAGE HERE: !\[\](http://waterlog.gd/images/homescreen.png)]{.tmp}
[SHOW IMAGE HERE:
!\[\](https://pbs.twimg.com/media/C6oKTduWcAEruIE.jpg:large)]{.tmp}
[TODO: RELATES TO]{.tmp} []{#yzuwmdq4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.scrollresistance)
Useless scroll against productivity]{.method .descriptor} []{#m2vjndu3
.anchor} [[Method:](http://pad.constantvzw.org/p/observatory.guide.time)
Investigating how humans and machines negotiate the experience of
time]{.method .descriptor} [What]{.what .empty .descriptor} [SHOW IMAGE
HERE:
http://observatory.constantvzw.org/images/Screenshot\_from\_2017-06-10\_172547.png]{.tmp}
[How: python script]{.how .descriptor} [Example]{.example .empty
.descriptor}

` {.verbatim}
# ends of time

https://en.wikipedia.org/wiki/Year_2038_problem

Exact moment of the epoch:
03:14:07 UTC on 19 January 2038

## commands

local UNIX time of this machine
%XBASHCODE: date +%s

UNIX time + 1
%BASHCODE: echo $((`date +%s` +1 ))

## goodbye unix time

while :
do
sleep 1
figlet $((2147483647 - `date +%s`))
done

# Sundial Time Protocol Group tweaks

printf 'Current Time in Millennium Unix Time: '
printf $((2147483647 - `date +%s`))
echo
sleep 2
echo $((`cat ends-of-times/idletime` + 2)) > ends-of-times/idletime
idletime=`cat ends-of-times/idletime`
echo
figlet "Thank you for having donated 2 seconds to our ${idletime} seconds of collective SSH pause "
echo
echo

http://observatory.constantvzw.org/etherdump/ends-of-time.html
`

[TODO: RELATES TO]{.tmp} [Languaging]{.grouping} []{#nmi5mgjm .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.quine)
Quine]{.method .descriptor} [What: A program whose function consists of
displaying its own code. Also known as \"self-replicating
program\"]{.what .descriptor} [Why: Quines show the tension between
\"software as language\" and \"software as operation\".]{.why
.descriptor} [How: By running a quine you will get your code back. You
may do a step forward and wonder about functionality and aesthetics,
uselessness and performativity, data and code.]{.how .descriptor}
[Example: A quine (Python). When executed it outputs the same text as
the source:]{.example .descriptor}

` {.sourceCode .python}
s = 's = %r\nprint(s%%s)'
print(s%s)
`

[Example: A oneline unibash/etherpad quine, created during relearn
2017:]{.example .descriptor}

` {.quaverbatim}
wget -qO- http://192.168.73.188:9001/p/quine/export/txt | curl -F "file=@-;type=text/plain" http://192.168.73.188:9001/p/quine/import
`

[WARNING]{.warning .empty .descriptor}

The encounter with quines may deeply affect you. You may want to write
one and get lost in trying to make an ever shorter and more elegant one.
You may also take quines as point of departure or limit-ideas for
exploring software dualisms.

\"A quine is without why. It prints because it prints. It pays no
attention to itself, nor does it asks whether anyone sees it.\" \"Aquine
is aquine is aquine. \" Aquine is not a quine This is not aquine

[Remember: Although seemingly absolutely useless, quines can be used as
exploits.]{.remember .descriptor}

Exploring boundaries/tensions

databases treat their content as data (database punctualization) some
exploits manage to include operations in a database

[TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.monopsychism]{.tmp}
[]{#zwu0ogu0 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.glossary)
Glossaries as an exercise]{.method .descriptor} [What: Use the technique
of psychanalytic listening to compile (gather, collect, bring together)
a list of key words for understanding software.]{.what .descriptor}
[How: Create a shared document that participants can add words to as
their importance emerges.To do pyschoanalytic listening, let your
attention float freely, hovering evenly, over a conversation or a text
until something catches its ear. Write down what your ear/eye catches.
When working in a collective context invite others to participate in
this project and describe the practice to them. Each individual may move
in and out of this mode of listening according to their interest and
desire and may add as many words to the list as they want. Use this list
to create an index of software observation.]{.how .descriptor} [When:
This is best done in a bounded context. In the case of the
Techno-Galactic Observatory, our bounded contexts includes the six day
work session and the pages and process of this publication.]{.when
.descriptor} [Who: The so-inclined within the group]{.who .descriptor}
[Urgency: Creating and troubling categories]{.urgency .descriptor}
[Note: Do not remove someone else\'s word from the glossary during the
accumulation phase. If an editing and cutting phase is desired this
should be done after the collection through collective consensus.]{.note
.descriptor} [WARNING: This method is not exclusive to and was not
developed for software observation. It may lead to awareness of
unconscious processes and to shifts in structures of feeling and
relation.]{.warning .descriptor} [Example]{.example .empty .descriptor}

` {.verbatim}
Agile
Code
Colonial
Command Line
Communication
Connectivity
Emotional
Galaxies
Green
Guide
Kernel
Imperial
Issues
Machine
Mantra
Memory
Museum
Observation
ProductionPower
Programmers
Progress
Relational
Red
Scripting
Scrum
Software
Survival
Technology
Test
Warning
WhiteBoard
Yoga
`

[TODO: RELATES TO]{.tmp} []{#mja0m2i5 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.validation)
Adding qualifiers]{.method .descriptor} [Remember: \"\[V\]alues are
properties of things and states of affairs that we care about and strive
to attain\...vlaues expressed in technical systems are a function of
their uses as well as their features and designs.\" Values at Play in
Digital Games, Mary Flanagan and Helen Nissenbaum]{.remember
.descriptor} [What: Bringing a moral, ethical, or otherwise
evaluative/adjectival/validating lens.]{.what .descriptor} [How:
Adjectives create subcategories. They narrow the focus by naming more
specifically the imagined object at hand and by implicitly excluding all
objects that do not meet the criteria of the qualifier. The more
adjectives that are added, the easier it becomes to answer the question
what is software. Or so it seems. Consider what happens if you add the
words good, bad, bourgeois, queer, stable, or expensive to software. Now
make a list of adjectives and try it for yourself. Level two of this
exercise consists of observing a software application and deducing from
this the values of the individuals, companies, and societies that
produced it.]{.how .descriptor} [Note: A qualifier may narrow down
definitions to undesirable degrees.]{.note .descriptor} [WARNING: This
exercise may be more effective at identifying normative and ideological
assumptions at play in the making, distributing, using, and maintaining
of software than at producing a concise definition.]{.warning
.descriptor} [Example: \"This morning, Jan had difficulties to answer
the question \"what is software\", but he said that he could answer the
question \"what is good software\". What is good software?]{.example
.descriptor} [TODO: RELATES TO]{.tmp} []{#mmmwmje2 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.softwarethrough)
Searching \"software\" through software]{.method .descriptor} [What: A
quick way to sense the ambiguity of the term \'software\', is to go
through the manual files on your hard drive and observe in which cases
is the term used.]{.what .descriptor} [How: command-line oneliner]{.how
.descriptor} [Why: Software is a polymorphic term that take different
meanings and comes with different assumptions for the different agents
involved in its production, usage and all other forms of encounter and
subjection. From the situated point of view of the software present on
your machine, when and why does software call itself as such?]{.why
.descriptor} [Example]{.example .empty .descriptor}

so software exists only outside your computer? only in general terms?
checking for the word software in all man pages:

grep -nr software /usr/local/man
!!!!

software appears only in terms of license:

This program is free software
This software is copyright (c)

we don\'t run software. we still run programs.\
nevertheless software is everywhere

[TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.samequestion]{.tmp}
[]{#ndhkmwey .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.everyonescp)
Persist in calling everyone a Software Curious Person]{.method
.descriptor} [What: Persistance in naming is a method for changing a
person\'s relationship to software by (sometimes forcibly) call everyone
a Software Curious Person.]{.what .descriptor} [How: Insisting on
curiosity as a relation, rather than for example \'fear\' or
\'admiration\' might help cut down the barriers between different types
of expertise and allows multiple stakeholders feel entitled to ask
questions, to engage, to investigate and to observe.]{.how .descriptor}
[Urgency: Software is too important to not be curious about.
Observations could benefit from recognising different forms of
knowledge. It seems important to engage with software through multiple
interests, not only by means of technical expertise.]{.urgency
.descriptor} [Example: This method was used to address each of the
visitors at the Techno-Galactic Walk-in Clinic.]{.example .descriptor}
[TODO: RELATES TO]{.tmp} [Healing]{.grouping} []{#mmu1mgy0 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.relational)
Setup a Relational software observatory consultancy (RSOC)]{.method
.descriptor} [Remember]{.remember .empty .descriptor}

- Collectivise research around hacking to save time.
- Self-articulate software needs as your own Operating (system)
perspective.
- Change the lens by looking to software through a time perspective.

[What: By paying a visit to our ethnomethodology interview practice
you'll learn to observe software from different angles / perspectives.
Our practionners passion is to make the \"what is the relation to
software\" discussion into a service.]{.what .descriptor} [How: Reading
the signs. Considering the everchanging nature of software development
and use and its vast impact on globalized societies, it is necessary to
recognize some of the issues of how software is (often) either
passively-perceived or actively-observed, without an articulation of the
relations. We offer a method to read the signs of the relational aspect
of software observance. It\'s a crucial aspect of our guide. It will
give you another view on software that will shape your ability to
survive any kind of software disaster.]{.how .descriptor} [SHOW IMAGE
HERE: !\[Reading the signs. From: John \"Lofty\" Wiseman, SAS Survival
Handbook: The Ultimate Guide to Surviving Anywhere\](
http://gallery.constantvzw.org/index.php/Techno-Galactic-Software-Observatory/IMAG1319
)]{.tmp} [WARNING]{.warning .empty .descriptor} [SHOW IMAGE HERE: have a
advertising blob for the RSOC with a smiling doctor welcoming
image]{.tmp} [Example]{.example .empty .descriptor}

What follows is an example of a possible diagnostic questionnaire.

Sample Questionnaire
--------------------

**What to expect** You will obtain a cartography of software users
profiles. It will help you to shape your own relation to software. You
will be able to construct your own taxonomy and classifcation of
software users that is needed in order to find a means of rescue in case
of a software catastrophy.

- SKILLS\
- What kind of user would you say that you are?
- What is your most frequently used type of software?
- How often do you install/experiment/learn new software?



- History
- What is your first recollection of software use?
- How often do / when did you last purchase software or pay for a
software service?



- Ethics
- What is the software feature you care about the most?
- Do you use any free software?
- if yes than
- do you remember your first attempt at using this software
service? Do you still use it? If not why?



- Do you pay for media distribution/streaming services?
- Do you remember your first attempt at using free software and how
did that make you feel?
- Have you used any of these software services : facebook, dating app
(grindr, tinder, etc.), twitter, instagram or equivalent.



- Can you talk about your favorite apps or webtools that you use
regularly?
- What is most popular software your friends use?



- SKILL
- Would you say that you are a specilised user?



- Have you ever used the command line?
- Do you know about scripting?
- Have you ever edited an HTML page? A CSS file? A PHP file? A
configuration file?
- Can you talk about your most technical encounter with your computer
/ telephone?



- ECONOMY\
- How do you pay for your software use?
- Please elaborate (for example, do you buy the software? /
contribute in kind / deliver services or support)
- What is the last software that you paid for using?
- What online services are you currently paying for?
- Is someone paying for your use of service?



- Personal
- What stories do you have concerning contracts and administration in
relation to your software, Internet or computer?
- How does software help you shape your relations with other people?
- From which countries does your softwares come from / reside? How do
you feel about that?
- Have you ever read a terms of software service, what about one that
is not targeting the American market?

Sample questionnaire results
----------------------------

Possible/anticipated user profiles
----------------------------------

### \...meAsHardwareOwnerSoftwareUSER:

\"I did not own a computer personally until very very late as I did not
enjoy gaming as a kid or had interest in spending much time behind PC
beyond work (and work computer). My first was hence I think in 2005 and
it was a SGI workstation that was the computer of the year 2000 (cost
10.000USD) and I got it for around 300USD. Proprietary drivers for
unified graphics+RAM were never released, so it remained a software
dead-end in gorgeous blue curved chassis
http://www.sgidepot.co.uk/sgidepot/pics/vwdocs.jpg\"

### \...meAsSoftwareCONSUMER:

\"I payed/purchased software only twice in my life (totalling less then
25eur), as I could access most commercial software as widely pirated in
Balkans and later had more passion for FLOSS anyway, this made me relate
to software as material to exchange and work it, rather than commodity
goods I could or not afford.\"

### \...meAsSoftwareINVESTOR:

\"I did it as both of those apps were niche products in early beta (one
was Jeeper Elvis, real-time-non-linear-video-editor for BeOS) that
failed to reach market, but I think I would likely do it again and only
in that mode (supporting the bleeding edge and off-stream work), but
maybe with more than 25eur.\"

### \...meAsSoftwareUserOfOS:

\"I would spend most of 80s ignoring computers, 90ties figuring out
software from high-end to low-end, starting with OSF/DecAlpha and SunOS,
than IRIX and MacOS, finally Win 95/98 SE, that permanently pushed me
into niches (of montly LINUX distro install fests, or even QNX/Solaris
experiments and finally BeOS use).\"

### \...meAsSoftwareWEBSURFER:

\"I got used to websurfing in more than 15 windows on UNIX systems and
never got used to less than that ever since, furthermore with addition
of more browser options this number only multiplied (always wondered if
my first system was Windows 3.11 - would I be a more focused person and
how would that form my relations to browser windows\>tabs).\"

### \...meAsSoftwareUserOfPropertarySoftware:

\"I signed one NDA contract in person on the paper and with ink on a
rainy day while stopping of at trainstaion in north Germany for the
software that was later to be pulled out of market due to problematic
licencing agreement (intuitivly I knew it was wrong) - it had too much
unprofessional pixeleted edges in its graphics.

### \...meAsSoftwareUserOfDatingWebsites:

\"I got one feature request implemented by a prominent dating website
(to search profiles by language they speak), however I was never
publicly acknowledged (though I tried to make use of it few times), that
made our relations feel a bit exploitative and underappreciated. \"

### \...meAsSoftwareUserTryingToGoPRO:

\"my only two attempts to get into the software company failed as they
insisted on full time commitments. Later I found out ones were
intimidated in interview and other gave it to a person that negotiated
to work part time with friend! My relation to professionalism is likely
equally complex and pervert as one to the software.\"

Case study : W. W.
------------------

\...ww.AsExperiencedAdventerousUSER - experiments with software every
two days as she uses FLOSS and Gnu/Linux, cares the most for maliabity
of the software - as a result she has big expectations of flexibility
even in software category which is quite conventional and stability
focused like file-hosting.

\...ww.AsAnInevstorInSoftware - paid compiled version of FLOSS audio
software 5 years ago as she is supportive of economy and work around
production, maintainance and support, but she also used closed
hardware/software where she had to agree on licences she finds unfair,
but then she was hacking it in order to use it as an expert - when she
had time.

\...ww.AsCommunicationSoftwareUSER - she is not using commercial social
networks, so she is very concious of information transfers and time
relations, but has no strong media/format/design focus.

Q: What is your first recollection of software use?\
A: ms dos in 1990 at school \_ i was 15 or 16. oh no 12. Basic in 1986.

Q: What are the emotions related to this use?\
A: fun. i\'m good at this. empowering

Q: How often do / when did you last purchase software or pay for a
software service?\
A: I paid for ardour five years ago. I paid the developper directly. For
the compiled version. I paid for the service. I pay for my website and
email service at domaine public.

Q: What kind of user would you say you are?\
A: An experienced user drawing out the line. I don\'t behave.

Q: Is there a link between this and your issue?\
A: Even if it\'s been F/LOSS there is a lot of decision power in my
package.

Q: What is your most frequently used type of software?\
A: Web browser. email. firefox & thunderbird

Q: How often do you install/experiment/learn new software?\
A: Every two days. I reinstall all the time. my old lts system died.
stop being supported last april. It was linux mint something.

Q: Do you know about scripting?\
A: I do automating scripts for any operation i have to doi several times
like format conversion.

Q: Can you talk about your most technical encounter with your computer /
telephone?\
A: I\'ve tried to root it. but i didn\'t succeed.

Q: How much time do you wish to spend on such activities like hacking,
rooting your device?\
A: hours. you should take your time

Q: Did you ever sign licence agreement you were not agree with? How does
that affect you?\
A: This is the first thing your when you have a phone. it\'s obey or
die.

Q: What is the software feature you care for the most?\
A: malleability. different ways to approach a problem, a challenge, an
issue.

Q: Do you use any free software?\
A: yes. there maybe are some proprietary drivers.

Q: Do you remember your first attempt at using free software and how did
that make you feel?\
A: Yes i installed my dual boot in \... 10 years ago. scared and
powerful.

Q: Do you use one of this software service: facebook, dating app (grindr
of sort), twitter, instagram or equivalent?\
A: Google, gmail that\'s it

Q: Can you talk about your favorite apps or webtools that you use
regularly?\
A: Music player. vanilla music and f-droid. browser. I pay attention to
clearing my history, no cookies. I also have iceweasel. Https by
default. Even though i have nothing to hide.

Q: What stories around contracts and administration in relation to your
software internet or computer?\
A: Nothing comes to my mind. i\'m not allowed to do, to install on
phone. When it\'s an old phone, there is nothing left that is working
you have to do it.

Q: How does software help you shape your relations with other people?\
A: It\'s a hard question. if it\'s communication software of course
it\'s it\'s nature to be related to other people.there is an expectency
of immediate reply, of information transfer\...It\'s troubling your
relation with people in certain situations.

Q: From which countries does your softwares live / is coming from? How
do you feel about that?\
A: i think i chose the netherlands as a miror. you are hoping to reflect
well in this miror.

Q: Have you ever read a terms of software service; one that is not
targeting the American market?\
A: i have read them. no.

[TODO: RELATES TO]{.tmp} []{#mta1ntzm .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.agile.yoga)
Agile Sun Salutation]{.method .descriptor} [Remember]{.remember .empty
.descriptor}

> Agile software development describes a set of values and principles
> for software development under which requirements and solutions evolve
> through the collaborative effort of self-organizing cross-functional
> teams. It advocates adaptive planning, evolutionary development, early
> delivery, and continuous improvement, and it encourages rapid and
> flexible response to change. These principles support the definition
> and continuing evolution of many software development
> methods.^[10](#dbabcece)^

[What: You will be observing yourself]{.what .descriptor} [How]{.how
.empty .descriptor}

> Scrum is a framework for managing software development. It is designed
> for teams of three to nine developers who break their work into
> actions that can be completed within fixed duration cycles (called
> \"sprints\"), track progress and re-plan in daily 15-minute stand-up
> meetings, and collaborate to deliver workable software every sprint.
> Approaches to coordinating the work of multiple scrum teams in larger
> organizations include Large-Scale Scrum, Scaled Agile Framework (SAFe)
> and Scrum of Scrums, among others.^[11](#eefcbaac)^

[When: Anywhere where it\'s possible to lie on the floor]{.when
.descriptor} [Who]{.who .empty .descriptor}

> Self-organization and motivation are important, as are interactions
> like co-location and pair programming. It is better to have a good
> team of developers who communicate and collaborate well, rather than a
> team of experts each operating in isolation. Communication is a
> fundamental concept.^[12](#fbaeffab)^

[Urgency: Using Agile software development methods to develop a new path
into your professional and personal life towards creativity, focus and
health.]{.urgency .descriptor} [WARNING]{.warning .empty .descriptor}

> The agile movement is in some ways a bit like a teenager: very
> self-conscious, checking constantly its appearance in a mirror,
> accepting few criticisms, only interested in being with its peers,
> rejecting en bloc all wisdom from the past, just because it is from
> the past, adopting fads and new jargon, at times cocky and arrogant.
> But I have no doubts that it will mature further, become more open to
> the outside world, more reflective, and also therefore more
> effective.^[13](#edabeeaf)^

[Example]{.example .empty .descriptor} [SHOW IMAGE HERE:
https://mfr.osf.io/render?url=https://osf.io/ufdvb/?action=download%26direct%26mode=render&initialWidth=450&childId=mfrIframe]{.tmp}

Hello and welcome to the presentation of the agile yoga methodology. I
am Allegra, and today I\'m going to be your personal guide to YOGA, an
acronym for why organize? Go agile! I\'ll be part of your team today and
we\'ll do a few exercises together as an introduction to a new path into
your professional and personal life towards creativity, focus and
health.

A few months ago, I was stressed, overwhelmed with my work, feeling
alone, inadequate, but since I started practicing agile yoga, I feel
more productive. I have many clients as an agile yoga coach, and I\'ve
seen new creative business opportunities coming to me as a software
developer.

For this first experience with the agile yoga method and before we do
physical exercises together, I would like to invite you to close your
eyes. Make yourself comfortable, lying on the floor, or sitting with
your back on the wall. Close your eyes, relax. Get comfortable. Feel the
weight of your body on the floor or on the wall. Relax.

Leave your troubles at the door. Right now, you are not procrastinating,
you are having a meeting at the \,
a professional building dedicated to business, you are meeting yourself,
you are your own business partner, you are one. You are building your
future.

You are in a room standing with your team, a group of lean programmers.
You are watching a white board together. You are starting your day, a
very productive day as you are preparing to run a sprint together. Now
you turn towards each other, making a scrum with your team, you breathe
together, slowly, inhaling and exhaling together, slowly, feeling the
air in and out of your body. Now you all turn towards the sun to prepare
to do your ASSanas, the agile Sun Salutations or ASS with the team
dedicated ASS Master. She\'s guiding you. You start with Namaskar, the
Salute. your palms joined together, in prayer pose. you all reflect on
the first principle of the agile manifesto. your highest priority is to
satisfy the customer through early and continuous delivery of valuable
software.

Next pose, is Ardha Chandrasana or (Half Moon Pose). With a deep
inhalation, you raise both arms above your head and tilt slightly
backward arching your back. you welcome changing requirements, even late
in development. Agile processes harness change for the customer\'s
competitive advantage. then you all do Padangusthasana (Hand to Foot
Pose). With a deep exhalation, you bend forward and touch the mat, both
palms in line with your feet, forehead touching your knees. you deliver
working software frequently.

Surya Darshan (Sun Sight Pose). With a deep inhalation, you take your
right leg away from your body, in a big backward step. Both your hands
are firmly planted on your mat, your left foot between your hands. you
work daily throughout the project, business people and developers
together. now, you\'re flowing into Purvottanasana (Inclined Plane) with
a deep inhalation by taking your right leg away from your body, in a big
backward step. Both your hands are firmly planted on your mat, your left
foot between your hands. you build projects around motivated
individuals. you give them the environment and support they need, and
you trust them to get the job done.

You\'re in Adho Mukha Svanasana (Downward Facing Dog Pose). With a deep
exhalation, you shove your hips and butt up towards the ceiling, forming
an upward arch. Your arms are straight and aligned with your head. The
most efficient and effective method of conveying information to and
within a development team is face-to-face conversation.

Then, Sashtang Dandawat (Forehead, Chest, Knee to Floor Pose). With a
deep exhalation, you lower your body down till your forehead, chest,
knees, hands and feet are touching the mat, your butt tilted up. Working
software is the primary measure of progress.

Next is Bhujangasana (Cobra Pose). With a deep inhalation, you slowly
snake forward till your head is up, your back arched concave, as much as
possible. Agile processes promote sustainable development. You are all
maintaining a constant pace indefinitely, sponsors, developers, and
users together.

Now back into Adho Mukha Svanasana (Downward Facing Dog Pose).
Continuous attention to technical excellence and good design enhances
agility.

And then again to Surya Darshan (Sun Sight Pose). Simplicity\--the art
of maximizing the amount of work not done\--is essential. Then to
Padangusthasana (Hand to Foot Pose). The best architectures,
requirements, and designs emerge from self-organizing teams.

You all do again Ardha Chandrasana (Half Moon Pose). At regular
intervals, you as the team reflect on how to become more effective, then
tune and adjust your behavior accordingly. you end our ASSanas session
with a salute to honor your agile yoga practices. you have just had a
productive scrum meeting. now i invite you to open your eyes, move your
body around a bit, from the feet up to the head and back again.

Stand up on your feet and let\'s do a scrum together if you\'re ok being
touched on the arms by someone else. if not, you can do it on your own.
so put your hands on the shoulder of the SCP around you. now we\'re
joined together, let\'s look at the screen together as we inhale and
exhale. syncing our body together to the rythms of our own internal
software, modulating our oxygen level intake requirements to the oxygen
availability of our service facilities.

Now, let\'s do together a couple of exercise to protect and strengthen
our wrists. as programmers, as internauts, as entrepreneurs, they are a
very crucial parts of the body to protect. in order to be able to type,
to swipe, to shake hands vigourously, we need them in good health. So
bring to hands towards each other in a prayer pose, around a book, a
brick. You can do it without but I\'m using my extreme programming book
- embrace change - for that. So press the palms together firmly, press
the pad of your fingers together. do that while breathing in and out
twice.

Now let\'s expand our arms towards us, in the air, face and fingers
facing down. like we\'re typing. make your shoulders round. let\'s
breath while visualizing in our heads the first agile mantra :
Individuals and interactions over processes and tools.

Now let\'s bring back the arms next to the body and raise them again.
And let\'s move our hands towards the ceiling this time. Strenghtening
our back. In our head, the second mantra. Working software over
comprehensive documentation. now let\'s bring back the hands in the
standing position. Then again the first movement while visualizing the
third mantra : Customer collaboration over contract negotiation and then
the second movement thinking about the fourth and last mantra :
Responding to change over following a plan and of course we continue
breathing. Now to finish this session, let\'s do a sprint together in
the corridor !

[SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/guide/agileyoga/8-Poses-Yoga-Your-Desk.contours.png
)]{.tmp} [SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/guide/agileyoga/gayolab-office-chair-for-yoga.contours.png
)]{.tmp} [TODO: RELATES TO]{.tmp} []{#mdu0mmji .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.blobservation)
Hand reading]{.method .descriptor} [How: Visit the Future Blobservation
Booth to have your fortunes read and derive life insight from the wisdom
of software.]{.how .descriptor} [What: Put your hand in the reading
booth and get your line read.]{.what .descriptor} [Why: The hand which
holds your mouse everyday hides many secrets.]{.why .descriptor}
[Example]{.example .empty .descriptor}

` {.verbatim .wrap}
* sample reading timeline:

* 15:00 a test user, all tests clear and systems are online a user who said goodbye to us another user a user who thought it'd be silly to say thank you to the machine but thank you very much another kind user who said thank you yet another kind user another user, no feeback a nice user who found the reading process relieving yet another kind user a scared user! took the hand out but ended up trusting the system. "so cool thanks guys" another user a young user! this is a funny computer
* 15:35 another nice user
* 15:40 another nice user
* 15:47 happy user (laughing)
* 15:51 user complaining about her fortune, saying it's not true. Found the reading process creepy but eased up quickly
* 15:59 another nice user: http://etherbox.local:9001/p/SCP.sedyst.md
* 16:06 a polite user
* 16:08 a friendly playful user (stephanie)
* 16:12 a very giggly user (wendy)
* 16:14 a playful user - found the reading process erotic - DEFRAGMENTING? NO! Thanks Blobservation http://etherbox.local:9001/p/SCP.loup.md
* 16:19 a curious user
* 16:27 a friendly user but oh no, we had a glitch and computer crashed. But we still delivered the fortune. We got a thank you anyway
* 16:40 a nice user, the printer jammed but it was sorted out quickly *16:42 another nice user
* 16:50 nice user (joak)
* 16:52 yet another nice user (jogi)
* 16:55 happy user! (peter w)
* 16:57 more happy user (pierre h)
* 16:58 another happy user
* 17:00 super happy user (peggy)
* 17:02 more happy user
`

[Example]{.example .empty .descriptor}

> Software time is not the same as human time. Computers will run for AS
> LONG AS THEY WILL BE ABLE TO, provided sufficient power is available.
> You, as a human, don\'t have the luxury of being always connected to
> the power grid and this have to rely on your INTERNAL BATTERY. Be
> aware of your power cycles and set yourself to POWER-SAVING MODE
> whenever possible.

[SHOW IMAGE HERE:
http://gallery.constantvzw.org/var/resizes/Techno-Galactic-Software-Observatory/IMAG1407.jpg?m=1497344230]{.tmp}
[TODO: RELATES TO]{.tmp} []{#yznjodq3 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.dirty) Bug
reporting for sharing observations]{.method .descriptor} [What: Etherpad
had stopped working but it was unclear why. Where does etherpad
\'live\'?]{.what .descriptor} [How: Started by looking around the pi\'s
filesystem by reading /var/log/syslog in /opt/etherpad and in a
subdirectory named var/ there was dirty.db, and dirty it was.]{.how
.descriptor} [When: Monday morning]{.when .descriptor} [Urgency:
Software (etherpad) not working and the Walk-in Clinic was about to
start.]{.urgency .descriptor} [Note:
http://pad.constantvzw.org/p/observatory.inventory.jogi]{.note
.descriptor}

from jogi\@mur.at to \[Observatory\] When dirty.db get\'s dirty

Dear all,

as promised yesterday, here my little report regarding the broken
etherpad.

\ \#\#\# When dirty.db get\'s dirty

When I got to WTC on Monday morning the etherpad on etherbox.local was
disfunct. Later someone said that in fact etherpad had stopped working
the evening before, but it was unclear why. So I started looking around
the pi\'s filesystem to find out what was wrong. Took me a while to find
the relevant lines in /var/log/syslog but it became clear that there was
a problem with the database. Which database? Where does etherpad
\'live\'? I found it in /opt/etherpad and in a subdirectory named var/
there it was: dirty.db, and dirty it was.

A first look at the file revealed no apparent problem. The last lines
looked like this:

`{"key":"sessionstorage:Ddy0gw7okwbkv5BzkR1DuSLCV_IA5_jQ","val":{"cookie ":{"path":"/","_expires":null,"originalMaxAge":null,"httpOnly":true,"secure":false}}} {"key":"sessionstorage:AU1cffgcTf_q6BV9aIdAvES2YyXM7Gm1","val":{"cookie ":{"path":"/","_expires":null,"originalMaxAge":null,"httpOnly":true,"secure":false}}} {"key":"sessionstorage:_H5SdUlDvQ3XCuPaZEXQ5lx0K6aAEJ9m","val":{"cookie ":{"path":"/","_expires":null,"originalMaxAge":null,"httpOnly":true,"se cure":false}}}`

What I did not see at the time was that there were some (AFAIR something
around 150) binary zeroes at the end of the file. I used tail for the
first look and that tool silently ignored the zeroes at the end of the
file. It was Martino who suggested using different tools (xxd in that
case) and that showed the cause of the problem. The file looked
something like this:

00013730: 6f6b 6965 223a 7b22 7061 7468 223a 222f okie":{"path":"/
00013740: 222c 225f 6578 7069 7265 7322 3a6e 756c ","_expires":nul
00013750: 6c2c 226f 7269 6769 6e61 6c4d 6178 4167 l,"originalMaxAg
00013760: 6522 3a6e 756c 6c2c 2268 7474 704f 6e6c e":null,"httpOnl
00013770: 7922 3a74 7275 652c 2273 6563 7572 6522 y":true,"secure"
00013780: 3a66 616c 7365 7d7d 7d0a 0000 0000 0000 :false}}}.......
00013790: 0000 0000 0000 0000 0000 0000 0000 0000 ................

So Anita, Martino and I stuck our heads together to come up with a
solution. Our first attempt to fix the problem went something like this:

dd if=dirty.db of=dirty.db.clean bs=1 count=793080162

which means: write the first 793080162 blocks of size 1 byte to a new
file. After half an hour or so I checked on the size of the new file and
saw that some 10% of the copying had been done. No way this would get
done in time for the walk-in-clinic. Back to the drawing board.

Using a text editor was no real option btw since even vim has a hard
time with binary zeroes and the file was really big. But there was
hexedit! Martino installed it and copied dirty.db onto his computer.
After some getting used to the various commands to navigate in hexedit
the unwanted zeroes were gone in an instant. The end of the file looked
like this now:

00013730: 6f6b 6965 223a 7b22 7061 7468 223a 222f okie":{"path":"/
00013740: 222c 225f 6578 7069 7265 7322 3a6e 756c ","_expires":nul
00013750: 6c2c 226f 7269 6769 6e61 6c4d 6178 4167 l,"originalMaxAg
00013760: 6522 3a6e 756c 6c2c 2268 7474 704f 6e6c e":null,"httpOnl
00013770: 7922 3a74 7275 652c 2273 6563 7572 6522 y":true,"secure"
00013780: 3a66 616c 7365 7d7d 7d0a :false}}}.

Martino asked about the trailing \'.\' character and I checked a
different copy of the file. No \'.\' there, so that had to go too. My
biggest mistake in a long time! The \'.\' we were seeing in Martino\'s
copy of the file was in fact a \'\' (0a)! We did not realize that,
copied the file back to etherbox.local and waited for etherpad to resume
it\'s work. But no luck there, for obvious reasons.

We ended up making backups of dirty.db in various stages of deformation
and Martino started a brandnew pad so we could use pads for the walk-
in-clinic. The processing tool chain has been disabled btw. We did not
want to mess up any of the already generated .pdf, .html and .md files.

We still don\'t know why exactly etherpad stopped working sometime
Sunday evening or how the zeroes got into the file dirty.db. Anita
thought that she caused the error when she adjusted time on
etherbox.local, but the logfile does not reflect that. The last clean
entry in /var/log/syslog regarding nodejs/etherpad is recorded with a
timestamp of something along the line of \'Jun 10 10:17\'. Some minutes
later, around \'Jun 10 10:27\' the first error appears. These timestamps
reflect the etherbox\'s understanding of time btw, not \'real time\'.

It might be that the file just got too big for etherpad to handle it.
The size of the repaired dirty.db file was already 757MB. That could btw
explain why etherpad was working somewhat slugishly after some days.
There is still a chance that the time adjustment had an unwanted side
effect, but so far there is no obvious reason for what had happened.
\
\-- J.Hofmüller

http://thesix.mur.at/

[]{#ytu5y2qy .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.detournement)
Interface Détournement]{.method .descriptor} [Embodiment / body
techniques]{.grouping} []{#y2q4zju5 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.occupational)
Comportments of software (softwear)]{.method .descriptor}
[Remember]{.remember .empty .descriptor}

> The analysis of common sense, as opposed to the exercise of it, must
> then begin by redrawing this erased distinction between the mere
> matter-of-fact apprehension of reality\--or whatever it is you want to
> call what we apprehend merely and matter-of-factly\--and
> down-to-earth, colloquial wisdom, judgements, and assessments of it.

[What: Observe and catalog the common gestures, common comportments, and
common sense(s) surrounding software.]{.what .descriptor} [How: This can
be done through observation of yourself or others. Separate the
apprehended and matter of fact from the meanings, actions, reactions,
judgements, and assessments that the apprehension occasions. Step 1:
Begin by assembling a list of questions such as: When you see a software
application icon what are you most likely to do? When a software
application you are using presents you with a user agreement what are
you most likely to do? When a software applciation does something that
frustrates you what are you most likely to do? When a software
application you are using crashes what are you most likely to do? Step
2: Write down your responses and the responses of any subjects you are
observing. Step 3: For each question, think up three other possible
responses. Write these down. Step 4: (this step is only for the very
curious) Try the other possible responses out the next time you
encounter each of the given scenarios.]{.how .descriptor} [Note: The
common senses and comportments of software are of course informed and
conditioned by those of hardware and so perhaps this is more accurately
a method for articulating comportments of computing.]{.note .descriptor}
[WARNING: Software wears on both individual and collective bodies and
selves. Software may harm your physical and emotional health and that of
your society both by design and by accident.]{.warning .descriptor}
[TODO: RELATES TO Agile Sun Salutation, Natasha Schull\'s Addicted by
Design]{.tmp} [Flow-regulation, logistics, seamlessness]{.grouping}
[]{#mwrhm2y4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.continuousintegration)
Continuous integration]{.method .descriptor} [What: Continuous
integration is a sophisticated form of responsibility management: it is
the fascia of services. Continous integration picks up after all other
services and identifies what needs to happen so that they can work in
concert. Continuous integration is a way of observing the evolution of
(micro)services through cybernetic (micro)management.]{.what
.descriptor} [How: Continuous integration keeps track of changes to all
services and allows everyone to observe if they still can work together
after all the moving parts are fitted together.]{.how .descriptor}
[When: Continuous integration comes to prominence in a world of
distributed systems where there are many parts being organized
simultaneously. Continuous integration is a form of observation that
helps (micro)services maintain a false sense of independence and
decentralization while constantly subjecting them to centralized
feedback.]{.when .descriptor} [Who: Continuous integration assumes that
all services will submit themselves to the feedback loops of continuous
integration. This could be a democratic process or not.]{.who
.descriptor} [Urgency: Continuous integration reconfigures divisions of
labor in the shadows of automation. How can we surface and question its
doings and undoings?]{.urgency .descriptor} [WARNING: When each service
does one thing well, the service makers tend to assume everybody else is
doing the things they do not want to do.]{.warning .descriptor}

At TGSO continuous integration was introduced as a service that responds
to integration hell when putting together a number of TGSO services for
a walk-in software clinic. Due to demand, the continuous integration
service was extended to do \"service discovery\" and \"load balancing\"
once the walk-in clinic was in operation.

Continuous integration worked by visiting the different services of the
walk-in clinic to check for updates, test the functionality and think
through implications of integration with other services. If the pieces
didn\'t fit, continuous integration delivered error messages and
solution options.

When we noticed that software curious persons visiting the walk-in
clinic may have troubles finding the different services, and that some
services may be overloaded with software curious persons, continuous
integration was extended. We automated service registration using
colored tape and provided a lookup registry for software curious
persons.

http://gallery.constantvzw.org/index.php/Techno-Galactic-Software-Observatory/IMAG1404

Load balancing meant that software curious persons were forwarded to
services that had capacity. If all other services were full, the load
balancer defaulted to sending the software curious person to the [Agile
Sun
Salutation](http://pad.constantvzw.org/p/observatory.guide.agile.yoga)
service.

[WARNING: At TGSO the bundling of different functionalities into the
continuous integration service broke the \"do one thing well\"
principle, but saved the day (we register this as technical debt for the
next iteration of the walk-in clinic).]{.warning .descriptor} [Remember:
Continous integration may be the string that holds your current software
galaxy together.]{.remember .descriptor}

\"More technically, I am interested in how things bounce around in
computer systems. I am not sure if these two things are relted, but I
hope continuous integration will help me.\"

[]{#zdixmgrm .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.pipeline) make
make do]{.method .descriptor} [What: Makefile as a method for
quick/collective assemblages + observing amalgamates/pipelines]{.what
.descriptor} [Note: Note:
http://observatory.constantvzw.org/etherdump/makefile.raw.html]{.note
.descriptor}

etherpad-\>md-\>pdf-\>anything pipeline. makefile as a method for
quick/collective assemblages + observing amalgamates/pipelines CHRISTOPH

[]{#zweymtni .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.ssogy)
Flowcharts (Flow of the chart -- chart of the flow on demand!)]{.method
.descriptor} [Example]{.example .empty .descriptor} [SHOW IMAGE HERE:
!\[\]( http://observatory.constantvzw.org/images/symbols/ibm-ruler.jpg
)]{.tmp} [SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/burroughs-ruler.jpg
)]{.tmp} [SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/rectangle.png )]{.tmp}
[SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/curly\_rec.png
)]{.tmp} [SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/curly\_rec-2.png
)]{.tmp} [SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/flag.png )]{.tmp}
[SHOW IMAGE HERE: !\[\](
http://observatory.constantvzw.org/images/symbols/trapec.png )]{.tmp}
[SHOW IMAGE HERE: !\[Claude Shannon Information Diagram Blanked: Silvio
Lorusso\](
http://silviolorusso.com/wp-content/uploads/2012/02/shannon\_comm\_channel.gif
)]{.tmp} [TODO: RELATES TO]{.tmp}
[Beingontheside/inthemiddle/behind]{.grouping} []{#ywfin2e4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.somethinginthemiddlemaybe)
Something in the Middle Maybe (SitMM)]{.method .descriptor} [What: The
network traffic gets observed. There are different sniffing software out
there which differ in granularity and how far the user can taylor the
different functionality. SitMM builds on one of these tools called
[scapy](http://www.secdev.org/projects/scapy/).]{.what .descriptor}
[How: SitMM takes a closer look at the network traffic coming from/going
to a software curious person\'s device. The software curious person
using SitMM may ask to filter the traffic based on application or device
of interest.]{.how .descriptor} [Who]{.who .empty .descriptor}

The software curious person gets to observe their own traffic. Ideally,
observing ones own network traffic should be available to anyone, but
using such software can be deemed illegal under different jurisdictions.

For example, in the US wiretap law limit packet-sniffing to parties
owning the network that is being sniffed or the availability of consent
from one of the communicating parties. Section 18 U.S. Code § 2511 (2)
(a) (i) says:

> It shall not be unlawful \... to intercept \... while engaged in any
> activity which is a necessary incident to the rendition of his service
> or to the protection of the rights or property of the provider of that
> service

See here for a
[paper](http://spot.colorado.edu/%7Esicker/publications/issues.pdf) on
the topic. Google went on a big legal spree to defend their right to
capture unencrypted wireless traffic with google street view cars. The
courts were concerned about wiretapping and infringements on the privacy
of users, and not with the leveraging of private and public WiFi
infrastructure for the gain of a for profit company. The case raises
hard questions about the state, ownership claims and material reality of
WiFi signals. So, while WiFi sniffing is common and the tools like SitMM
are widely available, it is not always possible for software curious
persons to use them legally or to neatly filter out \"their traffic\"
from that of \"others\".

[When: SitMM can be used any time a software curious person feels the
weight of the (invisible) networks.]{.when .descriptor} [Why: SitMM is
intended to be a tool that gives artists, designers and educators an
easy to use custom WiFi router to work with networks and explore the
aspects of our daily communications that are exposed when we use WiFi.
The goal is to use the output to encourage open discussions about how we
use our devices online.]{.why .descriptor} [Example]{.example .empty
.descriptor}

Snippets of a Something In The Middle, Maybe - Report

` {.verbatim}
UDP 192.168.42.32:53649 -> 8.8.8.8:53
TCP 192.168.42.32:49250 -> 17.253.53.208:80
TCP 192.168.42.32:49250 -> 17.253.53.208:80
TCP/HTTP 17.253.53.208:80 GET http://captive.apple.com/mDQArB9orEii/Xmql6oYqtUtn/f6xY5snMJcW8/CEm0Ioc1d0d8/9OdEOfkBOY4y.html
TCP 192.168.42.32:49250 -> 17.253.53.208:80
TCP 192.168.42.32:49250 -> 17.253.53.208:80
TCP 192.168.42.32:49250 -> 17.253.53.208:80
UDP 192.168.42.32:63872 -> 8.8.8.8:53
UDP 192.168.42.32:61346 -> 8.8.8.8:53
...
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443
TCP 192.168.42.32:49260 -> 17.134.127.97:443

##################################################
Destination Address: 17.253.53.208
Destination Name: nlams2-vip-bx-008.aaplimg.com

Port: Connection Count
80: 6

##################################################
Destination Address: 17.134.127.79
Destination Name: unknown

Port: Connection Count
443: 2
##################################################
Destination Address: 17.248.145.76
Destination Name: unknown

Port: Connection Count
443: 16
`

[TODO: RELATES TO]{.tmp} []{#ntlimgqy .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.whatisitliketobeanelevator)
What is it like to be AN ELEVATOR?]{.method .descriptor} [What:
Understanding software systems by becoming them]{.what .descriptor}
[TODO: extend this text \.... how to observe software in the world
around you. How to observe an everyday software experience and translate
this into a flowchart )]{.tmp} [How: Creating a flowchart to incarnate a
software system you use everyday]{.how .descriptor} [WARNING: Uninformed
members of the public may panic when confronted with a software
performance in a closed space.]{.warning .descriptor} [Example: What is
it like to be an elevator?]{.example .descriptor}

` {.verbatim}

what
is
it
like
to be
an
elevator?
from 25th floor to 1st floor
light on button light of 25th floor
check current floor
if current floor is 25th floor
no
if current floor is ...
go one floor up
... smaller than 25th floor
go one floor down
... bigger than 25th floor
stop elevator
turn button light off of 25th floor
turn door light on
open door of elevator
play sound opening sequence
yes
start
user pressed button of 25th floor
close door of elevator
if door is closed
user pressed 1st floor button
start timer for door closing
if timer is running more than three seconds
yes
yes
light on button
go one floor down
no
if current floor is 1st floor
update floor indicator
check current floor
stop elevator
no
yes
light off button
turn door light on
open door of elevator
play sound opening sequence
end
update floor indicator
`

[SHOW IMAGE HERE:
http://observatory.constantvzw.org/documents/joseph/flowchart.pdf]{.tmp}
[TODO: RELATES TO]{.tmp} []{#ndg2zte4 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.sidechannel)
Side Channel Analysis]{.method .descriptor} [Urgency: Side Channel
attacks are possible by disregarding the abstraction of software into
pure logic: the physical effects of the running of the software become
backdoors to observe its functioning, both threatening the control of
processes and the re-affirming the materiality of software.]{.urgency
.descriptor} [WARNING: **engineers are good guys!**]{.warning
.descriptor} [Example]{.example .empty .descriptor} [SHOW IMAGE HERE:
https://www.tek.com/sites/default/files/media/image/119-4146-00%20Near%20Field%20Probe%20Set.png.jpg]{.tmp}
[SHOW IMAGE HERE:
http://gallery.constantvzw.org/index.php/Techno-Galactic-Software-Observatory/PWFU3377]{.tmp}
[TODO: RELATES TO]{.tmp} [Collections / collecting]{.grouping}
[]{#njmzmjm1 .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.bestiary)
Compiling a bestiary of software logos]{.method .descriptor} [What:
Since the early days of GNU-linux and cemented through the ubiquitous
O\'Reilly publications, the visual culture of software relies heavily on
animal representations. But what kinds of animals, and to what
effect?]{.what .descriptor} [How]{.how .empty .descriptor}

Compile a collection of logos and note the metaphors for observation: \*
stethoscope \* magnifying glass \* long neck (giraffe)

[Example]{.example .empty .descriptor}

` {.verbatim}
% http://animals.oreilly.com/browse/
% [check Testing the testbed pads for examples]
% [something on bestiaries]
`

[TODO: RELATES TO]{.tmp} []{#njm5zwm4 .anchor} []{#mmy2zgrl .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.testingtestbed)
Testing the testbed: testing software with observatory ambitions
(SWOA)]{.method .descriptor} [WARNING: this method may make more sense
if you first take a look at the [Something in the Middle Maybe
(SitMM)](http://pad.constantvzw.org/p/observatory.guide.sitmm) which is
an instance of a SWOA]{.warning .descriptor} [How: The interwebs hosts
many projects that aim to produce software for observing software, (from
now on Software With Observatory Ambitions (SWOA)). A comparative
methodology can be produced by testing different SWOA to observe
software of interest. Example: use different sniffing software to
observe wireless networks, e.g., wireshark vs tcpdump vs SitMM.
Comparing SWOA reveals what is seen as worthy of observation (e.g., what
protocols, what space, which devices), the granularity of the
observation (e.g., how is the observation captured, in what detail), the
logo and conceptual framework of choice etc. This type of observation
may be turned into a service (See also: Something in the Middle Maybe
(SitMM)).]{.how .descriptor} [When: Ideally, SWOA can be used everywhere
and in every situation. In reality, institutions, laws and
administrators like to limit the use of SWOA on infrastructures to
people who are also administering these networks. Hence, we are
presented with the situation that the use of SWOA is condoned when it is
down by researchers and pen testers (e.g., they were hired) and shunned
when done by others (often subject to name calling as hackers or
attackers).]{.when .descriptor} [What: Deep philosophical moment: most
software has a recursive observatory ambition (it wants to be observed
in its execution, output etc.). Debuggers, logs, dashboards are all
instances of software with observatory ambitions and can not be
separated from software itself. Continuous integration is the act of
folding the whole software development process into one big feedback
loop. So, what separates SWOA from software itself? Is it the intention
of observing software with a critical, agonistic or adversarial
perspective vs one focused on productivity and efficiency that
distinguishes SWOA from software? What makes SWOA a critical practice
over other forms of sotware observation. If our methodology is testing
SWOA, then is it a meta critique of critique?]{.what .descriptor} [Who:
If you can run multiple SWOAs, you can do it. The question is: will
people like it if you turn your gaze on their SWOA based methods of
observation? Once again we find that observation can surface power
asymmetries and lead to defensiveness or desires to escape the
observation in the case of the observed, and a instinct to try to
conceal that observation is taking place.]{.who .descriptor} [Urgency:
If observation is a form of critical engagement in that it surfaces the
workings of software that are invisible to many, it follows that people
would develop software to observe (SWOAs). Testing SWOAs puts this form
of critical observation to test with the desire to understand how what
is made transparent through each SWOA also makes things invisible and
reconfigures power.]{.urgency .descriptor} [Note: Good SWOA software
usually uses an animal as a logo.:D]{.note .descriptor} [WARNING: Many
of the SWOA projects we looked at are promises more than running
software/available code. Much of it is likely to turn into obsolete
gradware, making testing difficult.]{.warning .descriptor} [TODO:
RELATES TO
http://pad.constantvzw.org/p/observatory.guide.bestiary]{.tmp} [TODO:
RELATES TO http://pad.constantvzw.org/p/observatory.guide.sitmm]{.tmp}
[]{#mmmzmmrh .anchor}
[[Method:](http://pad.constantvzw.org/p/observatory.guide.reader)
Prepare a reader to think theory with software]{.method .descriptor}
[What: Compile a collection of texts about software.]{.what .descriptor}
[How: Choose texts from different realms. Software observations are
mostly done in the realm of the technological and the pragmatic. Also
the ecology of texts around software includes first and foremost
manuals, technical documentation and academic papers by software
engineers and these all \'live\' in different realms. More recently, the
field of software studies opened up additional perspectives fuelled by
cultural studies and sometimes filosophy. By compiling a reader \...
ways of speaking/writing about. Proximity.]{.how .descriptor}
[Example]{.example .empty .descriptor}

` {.verbatim .wrap}
Pull some quotes from the reader, for example from the chapter: Observation and its consequences

Lilly Irani, Hackathons and the Making of Entrepreneurial Citizenship, 2015 http://sci-hub.bz/10.1177/0162243915578486

Kara Pernice (Nielsen Norman Group), Talking with Participants During a Usability Test, January 26, 2014, https://www.nngroup.com/articles/talking-to-users/

Matthew G. Kirschenbaum, Extreme Inscription: Towards a Grammatology of the Hard Drive. 2004 http://texttechnology.mcmaster.ca/pdf/vol13_2_06.pdf

Alexander R. Galloway, The Poverty of Philosophy: Realism and Post-Fordism, Critical Inquiry. 2013, http://cultureandcommunication.org/galloway/pdf/Galloway,%20Poverty%20of%20Philosophy.pdf
Edward Alcosser, James P. Phillips, Allen M. Wolk, How to Build a Working Digital Computer. Hayden Book Company, 1968. https://archive.org/details/howtobuildaworkingdigitalcomputer_jun67

Matthew Fuller, "It looks like you're writing a letter: Microsoft Word", Nettime, 5 Sep 2000. https://library.memoryoftheworld.org/b/xpDrXE_VQeeuDDpc5RrywyTJwbzD8eatYGHKmyT2A_HnIHKb

Barbara P. Aichinger, DDR Memory Errors Caused by Row Hammer. 2015 www.memcon.com/pdfs/proceedings2015/SAT104_FuturePlus.pdf

Fangfei Liu, Yuval Yarom, Qian Ge, Gernot Heiser, Ruby B. Lee. Last-Level Cache Side-Channel Attacks are Practical. 2015 http://palms.ee.princeton.edu/system/files/SP_vfinal.pdf
`

[TODO: RELATES TO
http://pad.constantvzw.org/p/observatory.guide.samequestion]{.tmp}
[]{#ytjmmmni .anchor}

Colophon

The Guide to techno-galactic software observing was compiled by Carlin
Wing, Martino Morandi, Peggy Pierrot, Anita, Christoph Haag, Michael
Murtaugh, Femke Snelting

License: Free Art License

Support:

Sources:

Constant, February 2018

::: {.footnotes}
1. [[[Haraway]{.fname}, [Donna]{.gname}, [Galison]{.fname},
[Peter]{.gname} and [Stump]{.fname}, [David J]{.gname}: [Modest
Witness: Feminist Diffractions in Science Studies]{.title},
[Stanford University Press]{.publisher}, [1996]{.date}.
]{.collection} [-\>](#eeffecbe)]{#ebceffee}
2. [Worksessions are intensive transdisciplinary moments, organised
twice a year by Constant. They aim to provide conditions for
participants with different experiences and capabilities to
temporarily link their practice and to develop ideas, prototypes and
research projects together. For the worksessions, primarily Free,
Libre and Open Source software is used and material that is
available under ??? [-\>](#fcdcaacb)]{#bcaacdcf}
3. [http://www.nam-ip.be [-\>](#ffeaecaa)]{#aaceaeff}
4. [http://www.etwie.be/database/actor/computermuseum-ku-leuven
[-\>](#dbabebfa)]{#afbebabd}
5. [[contributors]{.fname}, [Wikipedia]{.gname}: [Content-control
software --- Wikipedia, The Free Encyclopedia]{.title},
[2018]{.date}. [-\>](#fadefecf)]{#fcefedaf}
6. [[UrbanMinistry.org]{.fname}, [TechMission]{.gname}:
[SafeFamilies.org \| Accountability Software: Encyclopedia of Urban
Ministry]{.title}, [2018]{.date}. [-\>](#faebbffb)]{#bffbbeaf}
7. [[Content Watch Holdings]{.fname}, [Inc]{.gname}: [Protecting Your
Family]{.title}, [2018]{.date}. [-\>](#afcbcfbb)]{#bbfcbcfa}
8. [[websense.com]{.fname}, []{.gname}: [Explicit and transparent proxy
deployments]{.title}, [2012]{.date}. [-\>](#edbedede)]{#ededebde}
9. [[workrave.org]{.fname}, []{.gname}: [Frequently Asked
Questions]{.title}, [2018]{.date}. [-\>](#ddfbbbfc)]{#cfbbbfdd}
10. [[contributors]{.fname}, [Wikipedia]{.gname}: [Agile software
development --- Wikipedia, The Free Encyclopedia]{.title},
[2018]{.date}. [-\>](#ececbabd)]{#dbabcece}
11. [[contributors]{.fname}, [Wikipedia]{.gname}: [Scrum (software
development) --- Wikipedia, The Free Encyclopedia]{.title},
[2018]{.date}. [-\>](#caabcfee)]{#eefcbaac}
12. [[contributors]{.fname}, [Wikipedia]{.gname}: [The Manifesto for
Agile Software Development]{.title}, [2018]{.date}.
[-\>](#baffeabf)]{#fbaeffab}
13. [[Kruchten]{.fname}, [Philippe]{.gname}: [Agile's Teenage
Crisis?]{.title}, [2011]{.date}. [-\>](#faeebade)]{#edabeeaf}
:::


hacker in Dean, Dockray, Ludovico, Broekman, Thoburn & Vilensky 2013


Dean, Dockray, Ludovico, Broekman, Thoburn & Vilensky
Materialities of Independent Publishing: A Conversation with AAAAARG, Chto Delat?, I Cite, Mute, and Neural
2013


Materialities Of Independent Publishing: A
Conversation With Aaaaarg, Chto Delat?,
I Cite, Mute, And Neural
Jodi Dean, Sean Dockray, Alessandro Ludovico, Pauline van
Mourik Broekman, Nicholas Thoburn, and Dmitry Vilensky
Abstract This text is a conversation among practitioners of independent political
media, focusing on the diverse materialities of independent publishing associated with
the new media environment. The conversation concentrates on the publishing projects
with which the participants are involved: the online archive and conversation platform
AAAAARG, the print and digital publications of artist and activist group Chto Delat?,
the blog I Cite, and the hybrid print/digital magazines Mute and Neural. Approaching
independent media as sites of political and aesthetic intervention, association, and
experimentation, the conversation ranges across a number of themes, including: the
technical structures of new media publishing; financial constraints in independent
publishing; independence and institutions; the sensory properties of paper and the
book; the politics of writing; design and the aesthetics of publishing; the relation
between social media and communicative capitalism; publishing as art; publishing as
self-education; and post-digital print.
Keywords independent publishing, art publishing, activist publishing, digital
archive, blog, magazine, newspaper

BETWEEN DISCOURSE AND ACT
Nicholas Thoburn (NT) In one way or another all of you have an investment
in publishing as a political practice, where publishing might be understood
loosely as a political ‘gesture’ located ‘between the realm of discourse and the
material act’.1 And in large measure, this takes the path of critical intervention
in the form of the media with which you work - newspaper, blog, magazine,
and digital archive. That is, media come forward in your publishing practice
and writing as complex sets of materials, capacities, and effects, and as sites
of political intervention and critical reflection.
The aim of this conversation is to concentrate on these materials,
capacities, and effects of independent media (a term, ‘independent media’,
that I use advisedly, given its somewhat pre-digital associations and a
nagging feeling that it lacks purchase on the complexity of convergent media
environments). I’m keen as much as possible to keep each of your specific
DOI:10.3898/NEWF.78.08.2013

Materialities Of Independent Publishing 157

1. Nat Muller
and Alessandro
Ludovico, ‘Of
Process and
Gestures: A
Publishing Act’, in
Alessandro Ludovico
and Natt Muller
(eds) The Mag.net
Reader 3, London,
OpenMute, p6.

publishing projects at the forefront of the conversation, to convey a strong
sense of their ‘materialities’: the technical and aesthetic forms and materials
they mobilise; what strategies of authorship, editorship, or collectivity
they employ; how they relate to publics, laws, media paradigms, financial
structures; how they model or represent their media form, and so on. To start
us off, I would like to invite each of you to introduce your publishing project
with a few sentences: its aims, the mediums it uses, where it’s located, when
established - that kind of thing.

2. Jodi Dean,
Publicity’s Secret:
How Technoculture
Capitalizes on
Democracy, London,
Cornell University
Press, 2002.

3. Alessandro
Ludovico, Post-Digital
Print: The Mutation
of Publishing Since
1894, Eindhoven,
Onomatopee, 2012.

Jodi Dean (JD) I started my blog, I Cite, in January 2005. It’s on the Typepad
platform. I pay about 20 dollars a year for some extra features.
I first started the blog so that I could ‘talk’ to people in a format that was
not an academic article or an email. Or maybe it’s better to say that I was
looking for a medium in which to write, where what I was writing was not
immediately constrained by the form of an academic piece, written alone,
appearing once and late, if at all, or by the form of an email which is generally
of a message sent to specific people, who may or may not appreciate being
hailed or spammed every time something occurs to me.
There was another reason for starting the blog, though. I had already
begun formulating my critique of communicative capitalism (in the book
Publicity’s Secret and in a couple of articles).2 I was critical of the way that
participatory media entraps people into a media mentality, a 24/7 mindset
of reaching an audience and competing with the mainstream press. I thought
that if my critique is going to be worth anything, I better have more firsthand
experience, from the very belly of the beast.
Alessandro Ludovico (AL) I’m the editor in chief of Neural, a printed and
online magazine established in 1993 in Bari (Italy) dealing with new media
art, electronic music and hacktivism. It’s a publication which beyond being
committed to its topics, always experimented with publishing in various ways.
Furthermore, I’m one of the founders (together with Simon Worthington of
Mute and a few others) of Mag.net, electronic cultural publishers, a network
of magazines related to new media art whose slogan is: ‘collaboration is
better than competition’. Finally, I’m finishing a book called Post-Digital
Print, about the historical and contemporary relationship between offline
and online publishing.3
Sean Dockray (SD) About five years ago, I wrote this description:
AAAARG is a conversation platform - at different times it performs as a school, or
a reading group, or a journal.
AAAARG was created with the intention of developing critical discourse outside
of an institutional framework. But rather than thinking of it like a new building,
158

New Formations

imagine scaffolding that attaches onto existing buildings and creates new
architectures between them.
More straightforwardly, the project is a website where people share texts:
usually PDFs, anything from a couple of inspiring pages to a book or a
collection of essays. The people who use the site tend to be writers, artists,
organizers, activists, curators, architects, librarians, publishers, designers,
philosophers, teachers, or students themselves. Although the texts are most
often in the domain of critical or political theory, there are also technical
documents, legal decisions, works of fiction, government declarations, poetry
collections and so on. There is no moderation.
It’s hard to imagine it now as anything other than it is - which is really
a library, and not a school, a reading group, or a journal! Still, AAAARG
supports quite a few self-organised reading groups, it spawned a sister project
called The Public School, and now produces a small online publication,
‘Contents’. It’s used by many people in many ways, and even when that use is
‘finished,’ the texts remain available on the site for others to use as a shared
resource.
Dmitry Vilensky (DV) The workgroup Chto Delat? (What Is to Be Done?) has
been publishing a newspaper, of the same name, since 2003. The newspaper
was edited by myself and David Riff (2003-2008) in collaboration with the
workgroup Chto Delat?, and since 2008 is mostly edited by me in collaboration
with other members of the group.
The newspaper is bilingual (Russian and English), and appears on
an irregular basis (roughly 4-5 times a year). It varies between 16 and 24
pages (A3). Its editions (1,000-9,000 copies) are distributed for free at
different cultural events, exhibitions, social forums, political gatherings,
and universities, but it has no fixed network of distribution. At the moment,
with an on-line audience much bigger than that for the paper version of the
newspaper, we concentrate more on newspapers as part of the exhibition and
contextualisation of our work - a continuation of art by other means.
Each newspaper addresses a theme or problem central to the search for
new political subjectivities, and their impact on art, activism, philosophy, and
cultural theory. So far, the rubrics and sections of the paper have followed a
free format, depending on theme at hand. There are no exhibition reviews.
The focus is on the local Russian situation, which the newspaper tries to link
to a broader international context. Contributors include artists, art theorists,
philosophers, activists, and writers from Russia, Western Europe and the
United States.
It is also important to focus on the role of publication as translation
device, something that is really important in the Russian situation – to
introduce different voices and languages and also to have a voice in different
international debates from a local perspective.
Materialities Of Independent Publishing 159

Pauline van Mourik Broekman (PvMB) After so many years - we’ve been at it

4. See Pauline van
Mourik Broekman
(2011) ‘Mute’s
100% Cut by
ACE - A Personal
Consideration of
Mute’s Defunding’,
http://www.
metamute.org/en/
mute_100_per_cent_
cut_by_ace

5. Régis Debray,
‘Socialism: A LifeCycle’, New Left
Review 46 (2007):
5-28.

for 17! - I seem to find it harder and harder to figure out what ‘Mute’ is. But
sticking to the basic narrative for the moment, it formed as an artist-initiated
publication engaging with the question of what new technologies (read:
the internet and convergent media) meant for artistic production; asking
whether, or to what degree, the internet’s promise of a radically democratised
space, where a range of gate-keepers might be challenged, would upset the
‘art system’ as was (and sadly, still is). Since that founding moment in 1994,
when Mute appeared appropriating the format of the Financial Times, as
producers we have gradually been forced to engage much more seriously
- and materially - with the realities of Publishing with a capital ‘P’. Having
tried out six different physical formats in an attempt to create a sustainable
niche for Mute’s critical content - which meanwhile moved far beyond its
founding questions - our production apparatus now finds itself strangely
distended across a variety of geographic, institutional, professional and social
spaces, ranging from the German Leuphana University (with whom we have
recently started an intensive collaboration), to a series of active email lists,
to a small office in London’s Soho. It will be interesting to see what effect
this enforced virtualisation, which is predominantly a response to losing our
core funding from Arts Council England, will have on the project overall.4
Our fantastic and long-serving editorial board are thankfully along for the
ride. These are: Josephine Berry Slater, Omar El-Khairy, Matthew Hyland,
Anthony Iles, Demetra Kotouza, Hari Kunzru, Stefan Szczelkun, Mira Mattar
and Benedict Seymour.
WRITING POLITICS
NT Many thanks for your introductory words; I’m very pleased - they set
us off in intriguing and promising directions. I’m struck by the different
capacities and aims that you’ve highlighted in your publishing projects.
Moving now to focus on their specific features and media forms, I’d like us
to consider first the question of political writing, which comes across most
apparently in the descriptions from Jodi and Dmitry of I Cite and Chto
Delat?. This conversation aims to move beyond a narrow focus on textual
communication, and we will do so soon, but writing is clearly a key component
of the materialities of publishing. Political writing published more or less
independently of corporate media institutions has been a central aspect of
the history of radical cultures. Régis Debray recently identified what he calls
the ‘genetic helix’ of socialism as the book, the newspaper, and the school/
party.5 He argues, not uniquely, that in our era of the screen and the image,
this nexus collapses, taking radical politics with it - it’s a gloomy prognosis.
  Jodi and Dmitry, whether or not you have some sympathy for Debray’s
diagnosis, I think it is true to say that political writing still holds for you some
kind of political power, albeit that the conjunction of writing and radicalism
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New Formations

has become most complicated. Dmitry, you talk of the themes of Chto Delat?
newspapers contributing to a ‘search for new political subjectivities’. Can you
discuss any specific examples of that practice - however tentative or precarious
they may be - from the concrete experience of publishing Chto Delat? Also, I’m
interested in the name of your group, ‘What Is to Be Done?’ What effect does a
name with such strong associations to the Russian revolutionary tradition have
in Russia - or indeed the US and elsewhere - today? I’m reminded of course
that it is in Lenin’s pamphlet of that title that he sets out his understanding
of the party newspaper as ‘collective organiser’ - not only in its distribution
and consumption, but in its production also. How do you relate to that model
of the political press?
  And Jodi, with regard to your comment about I Cite enabling a different
mode of ‘talk’ or ‘writing’ to that of academic writing or email, is there
a political dimension to this? Put another way, you have been exploring
the theme of ‘communism’ in your blog, but does this link up with the
communicative form of blog talk at all - or are blogs always and only in the
‘belly of the beast’?
JD Is there a political dimension to I Cite’s enabling a different mode of
‘talk’ or ‘writing’? This is hard. My first answer is no. That is, the fact of
blogging, that there are blogs and bloggers, is not in itself any more politically
significant than the fact that there is television, radio, film, and newspapers.
But saying this immediately suggests the opposite and I need to answer yes.
Just as with any medium, blogs have political effects. Much of my academic
writing is about the ways that networked communication supports and furthers
communicative capitalism, helping reformat democratic ideals into means for
the intensification of capitalism - and hence inequality. Media democracy, mass
participation in personal media, is the political form of neoliberal capitalism.
Many participate, a few profit thereby. The fact that I talk about communism
on my blog is either politically insignificant or significant in a horrible way.
As with the activity of any one blog or blogger, it exemplifies and furthers
the hold of capitalism as it renders political activity into individual acts of
participation. Politics becomes nothing but the individual’s contribution to
the flow of circulating media.
Well, this is a pretty unpleasant way for me to think about what I do on
I Cite, why I have kept track of the extremes of finance capital for over five
years, why I blog about Žižek’s writing, why I’ve undertaken readings of
Lenin, etc. And lately, since the Egyptian revolution, the mass protests in
Greece and Spain, and the movement around Occupy Wall Street in the
US, I’ve been wondering if I’ve been insufficiently dialectical or have overplayed the negative. What this amazing outpouring of revolutionary energy
has made me see is the collective dimension of blogs and social media. The
co-production of a left communicative common, that stretches across media
and is constituted through photos and videos uploaded from the occupations,
Materialities Of Independent Publishing 161

massive reposting, forwarding, tweeting, and lots of blog commentary, and
that includes mainstream journalistic outlets like the Guardian, Al Jazeera, and
the New York Times, this new left communicative common seems, for now at
any rate, to have an urgency and intensity irreducible to any one of its nodes.
It persists as the flow between them and the way that this flow is creating
something like its own media storm or front (I’m thinking in part here of
some of the cool visualisations of October 15 on Twitter - the modelling of
the number of tweets regarding demonstrations in Rome looks like some kind
of mountain or solar flare). I like thinking of I Cite as one of the thousands
of elements contributing to this left communicative common.
DV When I talk about a ‘search for new political subjectivities’ I mean, first
of all, that we see our main task as an educational process - to research certain
issues and try to open up the process of research to larger audiences who
could start to undertake their own investigations. Formally, we are located
in the art world, but we are trying to escape from the professional art public
and address the issues that we deal with to audiences outside of the art world.
We also have a very clear political identification embodied in the name of
our collective. The question of ‘What is to be done?’ is clearly marked by
the history of leftist struggle and thinking. The name of our group is an
actualisation of the history of the workers’ movement and revolutionary
theory in Russia. The name in itself is a gesture of actualisation of the past. I
was very glad when the last Documenta decided to choose the same title for
their leitmotif on education, so that now a rather broad public would know
that this question comes from a novel written by the Russian nineteenth
century writer Nikolai Chernyshevsky, and directly refers to the first socialist
workers’ self-organisation cells in Russia, which Lenin later actualised in his
famous 1902 pamphlet What Is to Be Done? Chto Delat? also sees itself as a
self-organizing collective structure that works through reflections on, and
redefinitions of, the political engagement of art in society.
To be engaged means for us that we practice art as a production of
knowledge, as a political and economic issue - and not a solitary contemplation
of the sublime or entertainment for the ruling class. It means to be involved
with all the complexities of contemporary social and political life and make
a claim that we, with all our efforts, are able to influence and change this
condition for the better. Whatever one means by ‘better’, we have an historical
responsibility to make the world more free, human and to fight alienation.
To openly display one’s leftism in the Russian historical moment of 2003
was not only a challenge in the sense of an artistic gesture; it also meant
adopting a dissident civic stance. For my generation, this was a kind of return
to Soviet times, when any honest artist was incapable of having anything to
do with official culture. In the same way, for us the contemporary Russian art
establishment had become a grotesque likeness of late-Soviet official culture,
to which it was necessary to oppose other values. So this was not a particularly
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New Formations

unique experience for us: we simply returned to our dissident youth. Yet at
the same time, in the 2000s, we had more opportunities to realise ourselves,
and we saw ourselves as part of an overall movement. Immediately after us,
other new civic initiatives arose with which it was interesting to cooperate:
among them, the Pyotr Alexeev Resistance Movement (2004), the Institute
for Collective Action (2004), the Vpered Socialist Movement (2005), and the
Russian Social Forum (2005). It was they who became our main reference
group: we still draw our political legitimacy from our relationships with them
and with a number of newer initiatives that have clearly arisen under our
influence.
At the same time, having positioned our project as international, we began
discovering new themes and areas of struggle: the theory of the multitude,
immaterial labour, social forums, the movement of movements, urban
studies, research into everyday life, etc. We also encountered past thinkers
(such as Cornelius Castoriadis and Henri Lefebvre) who were largely absent
from Russian intellectual discourse, as well as newer figures that were much
discussed at that time (such as Negri, Virno, and Rancière). There was a
strong sense of discovery, and this always gives one a particular energy. We
consciously strove to take the position of Russian cultural leftists who were
open-minded and focused on involvement in international cultural activist
networks, and we have been successful in realizing this aim.
MAGAZINE PLATFORM
NT I was a little concerned that starting a conversation about the ‘materialities’
of publishing with a question about writing and text might lead us in the wrong
direction, but as is clear from Jodi’s and Dmitry’s comments, writing is of
course a material practice with its own technological and publishing forms,
cognitive and affective patterns, temporal structures, and subjectifying powers.
With regard to the materialities of digital publishing, your description, Jodi,
of a ‘media storm’ emerging from the Occupy movement is very suggestive
of the way media flows can aggregate into a kind of quasi-autonomous entity,
taking on a life of its own that has agential effects as it draws participants up
into the event. In the past that might have been the function of a manifesto
or slogan, but with social media, as you suggest, the contributing parts to
this agential aggregate become many and various, including particular blogs,
still and moving image files, analytic frameworks, slogans or memes (‘We
are the 99%’), but also more abstract forms such as densities of reposting
and forwarding, and, in that wonderful ‘VersuS’ social media visualisation
you mention, cartographies of data flow. Here a multiplicity of social media
communications, each with their particular communicative function on the
day, are converted into a strange kind of collective, intensive entity, a digital
‘solar flare’ as you put it.6 Its creators, ‘Art is Open Source’, have made
some intriguing comment about how this intensive mapping might be used
Materialities Of Independent Publishing 163

6. Art Is Open
Source, ‘VersuS
- Rome, October
15th, the Riots on
Social Networks’,
http://www.
artisopensource.
net/2011/10/16/
versus-rome-october15th-the-riots-onsocial-networks/

7. See http://
upload.wikimedia.
org/wikipedia/
commons/2/24/
Chartist_
meeting%2C_
Kennington_
Common.jpg

tactically in real time and, subsequently, as a means of rethinking the nature
and representational forms of collective action - it would be interesting in this
regard to compare the representational effects of this Twitter visualisation with
the photograph of the 1848 ‘monster meeting’ of the Chartists in Kennington
Common, said to be the first photograph of a crowd.7
But returning to your own publishing projects, I’m keen to hear more from
Pauline and Sean about the technical and organizational structure of Mute
and AAAAARG. Pauline, as Mute has developed from a printed magazine to
the current ‘distended’ arrangement of different platforms and institutions,
has it been accompanied by changes in the way the editorial group have
characterised or imagined Mute as a project? And can you comment more on
how Mute’s publishing platforms and institutional structures are organised? I
would be interested to hear too if you see Mute as having any kind of agential
effects or quasi-autonomy, along the lines mentioned above - are there ways
in which the magazine itself serves to draw certain relations between people,
things, and events?
PvMB Reading across these questions I would say that, in Mute’s case, a
decisive role has been played by the persistently auto-didactic nature of the
project; also the way we tend to see-saw between extreme stubbornness and
extreme pragmatism. Overall, our desire has been, simply, to produce the
editorial content that feels culturally, socially, politically ‘necessary’ in the
present day (and of course this is historically and even personally contingent;
a fundamentally embodied thing), and to find and develop the forms in
which to do that. These forms range from textual and visual styles and idioms
(artistic, experimental, academic, journalistic), the physical carriers for them,
and then the software systems and infrastructures for which these are also
converted and adapted. It bears re-stating that these need to be ones we are
able to access, work with; and that grant us the largest possible audience for
our work.
If you mix this ‘simple’ premise with the cultural and economic context
in which we found ourselves in the UK, then you have to account for its
interaction with a whole raft of phenomena, ranging from the dot com
boom and yBa cultures of the ’90s; the New Labour era (with its Creative
Industries and Regeneration-centric funding programmes); the increasing
corporatisation of mainstream cultural institutions and media; the explosion
of cheap, digital tools and platforms; the evolution of anti-capitalist struggles
and modes of activism; state incursion into/control over all areas of the
social body; discourses around self-organisation; the financial crisis; and so
on and so forth. In this context, which was one of easy credit and relatively
generous state funding for culture, Mute for a long time did manage to eek
out a place for its activity, adapting its working model and organisational
economy in a spirit of - as I said - radical pragmatism. The complex material
and organisational form that has resulted from this (which, to some people’s
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New Formations

surprise, includes things like consultancy services in ‘digital strategy’ aimed
at the cultural sector, next to broadly leftist cultural critique) may indeed
have some kind of agential power, but it is really very hard to say what it is,
particularly since we resist systematic analysis of, and ‘singularising’ into,
homogenous categories of ‘audience’ or ‘client base’.
Listening to other small, independent publications analyse their
developmental process (like I recently did with, to name one example, the
journal Collapse), I think there are certain processes at play which recur in
many different settings.8 For me the most interesting and important of these
is the way that a journal or magazine can act as a kind of connection engine
with ‘strangers’, due to its function as a space of recognition, affinity, or
attractive otherness (with this I mean that it’s not just about recognising and
being semi-narcissistically drawn to an image of oneself, one’s own subjectivity
and proclivities; but the manner readers are drawn to ‘alien’ ideas that are
nonetheless compelling, troubling, or intriguing - hence drawing them
into the reader - and potentially even contributor - circle of that journal). If
there’s quite an intense editorial process at the ‘centre’ of the journal - like
there is, and has always been, with Mute - then this connection-engine draws
people in, propels people out, in a continual, dynamic process, which, due
to its intensity, very effectively blurs the lines of ‘professionalism’, friendship,
editorial, social, political praxis.
For fear of being too waffley or recherché about this, I’d say this was - if
any - the type of agential power Mute also had, and that this becomes heavily
internationalised by dint of its situation on the Internet. In terms of how
Editors then conjure that, each one would probably do it differently - some
seeing it more like a traditional (print) journal, some getting quite swallowed
up by discourses around openness/distributedness/community-participation.
Aspects of that characterisation have probably also changed over time, in the
sense that, circa 2006/7, we might have held onto a more strictly autonomous
figure for our project, which is something I don’t think even the most hopeful
are able to do now – given our partnerships with an ‘incubator’ project in
a university (Leuphana), or our state funding for a commercially oriented
publishing-technology project (Progressive Publishing System / PPS).9 Having
said all that, the minute any kind of direct or indirect manipulation of
content started to occur, our editors would cease to be interested, so whatever
institutional affiliations we might be open to now that we would not have been
several years ago, it remains a delicate balance.
ARCHIVE SCAFFOLDING
NT Sean, you talk very evocatively of AAAAARG as a generative ‘scaffolding’
between institutions. Can you say more about this? Does this image of
scaffolding relate to discourses of media ‘independence’ or ‘institutional
critique’? And if scaffolding is the more abstract aspect of AAAAARG - its
Materialities Of Independent Publishing 165

8. http://www.
afterall.org/online/
publicationsuniaayp; http://
urbanomic.com/
index.php

9. http://www.
metamute.org/
services/r-d/
progressivepublishing-system

governing image - can you talk concretely about how specific aspects of the
AAAAARG platform function to further (and perhaps also obstruct) the
scaffolding? It would be interesting to hear too if this manner of existence
runs into any difficulties - do some institutions object to having scaffolding
constructed amidst them?
SD The image of scaffolding was simply a way of describing an orientation
with respect to institutions that was neither inside nor outside, dependent
nor independent, reformist or oppositional, etc. At the time, the institutions
I meant were specifically Universities, which seemed to have absorbed theory
into closed seminar rooms, academic formalities, and rarefied publishing
worlds. Especially after the momentum of the anti-globalisation movement
ran into the aftermath of September 11, criticality had more or less retreated,
exhausted within the well-managed circuits of the academy. ‘Scaffolding’ was
meant to allude to both networked communication media and to prefigurative,
improvisational quasi-institutions. It suggested the possibility of the office
worker who shuts her door and climbs out the window.
How did AAAAARG actually function with respect to this image? For
one, it circulated scans of books and essays outside of their normal paths
(trajectories governed by geographic distribution, price, contracts, etc.) so
that they became available for people that previously didn’t have access.
People eventually began to ask others for scans or copies of particular texts,
and when those scans were uploaded they stayed available on the site. When
a reading group uploaded a few texts as a way to distribute them among
members, those texts also stayed available. Everything stayed available. The
concept of ‘Issues’ provided a way for people to make subjective groupings
of texts, from ‘anti-austerity encampment movements’ to ‘DEPOSITORY TO
POST THE WRITTEN WORKS OF AMERICAN SOCIALISM. NO SOCIAL
SCIENCES PLEASE.’ These groupings could be shared so that anyone might
add a text into an Issue, an act of collective bibliography-making. The idea
was that AAAAARG would be an infinite resource, mobilised (and nurtured)
by reading groups, social movements, fringe scholars, temporary projects,
students, and so on.
My history is too general to be accurate and what I’m about to write is too
specific to be true, but I’ll continue anyway: due in part to the seductiveness of
The Coming Insurrection as well as the wave of student occupations beginning in
2009 (many accompanied by emphatic communiqués with a theoretical force
and refusal to make demands) it felt as though a plug had been pulled. Or
maybe that’s just my impression. But the chain of events - from the revolution
in Tunisia to Occupy Everything, but also the ongoing haemorrhaging of
social wealth into the financial industry - has certainly re-oriented political
discourse and one’s sense of what is possible.
As regards your earlier question, I’ve never felt as though AAAARG has had
any agential power because it’s never really been an agent. It didn’t speak or
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New Formations

make demands; it’s usually been more of a site of potential or vision of what’s
coming (for better or worse) than a vehicle for making change. Compared
to publishing bodies, it certainly never produced anything new or original,
rather it actively explored and exploited the affordances of asynchronous,
networked communication. But all of this is rather commonplace for what’s
called ‘piracy,’ isn’t it?
Anyway, yes, some entities did object to the site - AAAARG was ultimately
taken down by the publisher Macmillan over certain texts, including Beyond
Capital.
NT AAAAARG’s name has varied somewhat over time. Can you comment
on this? Does its variability relate at all to the structure and functionality of
the web?
SD When people say or write the name they have done it in all kinds of
different ways, adding (or subtracting) As, Rs, Gs, and sometimes Hs. It’s had
different names over time, usually adding on As as the site has had to keep
moving. Since this perpetual change seems to be part of the nature of the
project, my convention has been to be deliberately inconsistent with the name.
I think one part of what you’re referring to about the web is the way in
which data moves from place to place in two ways - one is that it is copied
between directories or computers; and the other is that the addressing is
changed. Although it seems fairly stable at this point, over time it changes
significantly with things slipping in and out of view. We rely on search engines
and the diligence of website administrators to maintain a semblance of stability
(through 301 redirects, for example) but the reality is quite the opposite. I’m
interested in how things (files or simply concepts) circulate within this system,
making use of both visibility and invisibility. Another related dimension would
be the ease of citation, the ways in which both official (executed internally) and
unofficial (accomplished from the outside) copies of entire sites are produced
and eventually confront one another. I’ve heard of people who have backed
up the entirety of AAAAARG, some of whom even initiate new library projects
(such as Henry Warwick’s Alexandria project). The inevitable consequence
of all of this seems to be that the library manifests itself in new places and in
new ways over time - sometimes with additional As, but not always.
EXPERIMENTING WITH MEDIA FORM
NT The expression ‘independent media’ may still have some tactical use to
characterise a publishing space and practice in distinction from commercial
media, but it’s clear from what Pauline and Sean say here that Mute and
AAAAARG have moved a long way from the analytic frameworks of media
‘independence’ as some kind of autonomous or liberated media space. We
might characterise these projects more as ‘topological’ media forms: neither
Materialities Of Independent Publishing 167

inside nor outside institutions, but emergent from the interaction of diverse
platforms, political conjunctures, contributors, readers, concepts, and
financial or legal structures. Media projects in this image of topology would be
immanent to those diverse material relations, not delimited and autonomous
bodies carved out from them. (Not, of course, that this kind of distributed
and mutable structure in itself guarantees progressive political effects.)
I’d like to continue with this discussion of media form and consider in
more detail some specific instances of experimentation with publishing
practice. It seems to me that it is significant that most of you have a relation
to art practice. The work that Humanities researchers and political activists
generate with poststructuralist or Marxist theory should necessarily be selfcritical of its textual and media form, but it frequently fails to be so. Whereas
reflexive approaches would seem to be less easily avoided in art practice, at
least once it engages with the same body of theory - shoot me down if that’s
naive! In any case, I would venture that experimentation in publishing form
has a central place in the media projects we’re discussing. Alessandro, you
make that point, above, that Neural has ‘always experimented with publishing
in various ways’. Can you describe particular examples? It would be very
interesting to hear from you about Neural in this regard, but also about your
art projects ‘Amazon Noir’ and ‘Face to Facebook’.
AL Neural started surrounded by the thrills of the rising global ‘telematic’
networks in 1993, reflecting an interest in intertwining culture and technology
with publishing (either cyberpunk science fiction, internet artworks, or hacker
technologies and practices) in both print and digital media. So, printing a
magazine about digital art and culture in that historical moment meant to
be surrounded by stimuli that pushed beyond the usual structural design
forms and conceptual paradigms of publishing. After almost two decades we
can recognise also that that time was the beginning of the most important
mutation of publishing, through its new networked, screen-based and real
time dimensions. And the printed page started also to have a different role
in the late 2000s, but this role is still to be extensively defined.
At that time, in the mid-1990s, Neural tried to experiment with publishing
through different perspectives. First, aesthetically: the page numbering was
strictly in binary numbers, just zeros and ones, even if the printer started to
complain that this was driving him crazy. But also sensorially: we referred
to optical art, publishing large ‘optical’ artworks in the centrefold; and we
published ‘stereograms’ apparently rude black and white images, that when
viewed from a different angle revealed a three-dimensional picture, tricking
the readers’ eyes and drawing them into a new visual dimension for a while.
And finally, politically: in issue #18 we published a hacktivist fake, a double
page of fake stickers created by the Italian hacker laboratories’ network.
These fake stickers sarcastically simulated the real ones that are mandatory
on any book or CD/DVD sold in Italy, because of the strict law supporting the
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New Formations

national Authors’ and Musicians’ Society (SIAE). On the ones we published the
‘Unauthorized Duplication Prohibited’ sentence was replaced by: ‘Suggested
Duplication on any Media’.
As another example, in issue #30 we delivered ‘Notepad’ to all our
subscribers - an artwork by the S.W.A.M.P. duo. It was an apparently ordinary
yellow legal pad, but each ruled line, when magnified, reveals itself to be
‘microprinted’ text enumerating the full names, dates, and locations of each
Iraqi civilian death on record over the first three years of the Iraq War. And
in issue #40 we’ve printed and will distribute in the same way a leaflet of
the Newstweek project (a device which hijacks online major news websites,
changing them while you’re accessing internet on a wireless network) that at
first glance seems to be a classic telco corporate leaflet ad. All these examples
try to expand the printed page to an active role that transcends its usual mode
of private reading.
With these and other experiments in publishing, we’ve tried to avoid the
ephemerality that is the norm in ‘augmented’ content, where it exists just for
the spectacular sake of it. Placing a shortcut to a video through a QR code
can be effective if the connection between the printed resource and the online
content is not going to disappear soon, otherwise the printed information
will remain but the augmentation will be lost. And instead of augmenting the
experience in terms of entertainment, I’m much more in favour of triggering
specific actions (like supporting the online processes) and changes (like
taking responsibility for activating new online processes) through the same
smartphone-based technologies.
Another feature of our experimentation concerns the archive. The printing
and distribution of paper content has become an intrinsic and passive form of
archiving, when this content is preserved somewhere by magazine consumers,
in contrast to the potential disposability of online content which can simply
disappear at any minute if the system administrator doesn’t secure enough
copies. This is why I’ve tried to develop both theoretically and practically the
concept of the ‘distributed archive’, a structure where people personally take
the responsibility to preserve and share printed content. There are already
plenty of ‘archipelagos’ of previously submerged archives that would emerge,
if collectively and digitally indexed, and shared with those who need to access
them. I’m trying to apply this to Neural itself in the ‘Neural Archive’ project,
an online database with all the data about the publications received by Neural
during the years, which should be part of a larger network of small institutions,
whose final goal would be to test and then formulate a viable model to easily
build and share these kind of databases.
Turning to my projects outside of Neural, these social and commercial
aspects of the relation between the materiality of the printed page and the
manipulability of its digital embodiment were foregrounded in Amazon Noir,
an artwork which I developed with Paolo Cirio and Ubermorgen.10 This
work explored the boundaries of copyrighting text, examining the intrinsic
Materialities Of Independent Publishing 169

10. http://amazonnoir.com/

technological paradox of protecting a digital text from unauthorised copying,
especially when dealing with the monstrous amount of copyrighted content
buyable from Amazon.com. Amazon features a powerful and attractive
marketing tool called ‘Search Inside the Book’ which allows potential
customers to search the entire text of a book; Amazon Noir merely exploited
this mechanism by stretching it to its own logical conclusion. The software
script we used obtained the entire text and then automatically saved it as a
PDF file: once we had established the first sentence of the text, the software
then used the last words of this sentence as a search term for retrieving the
first words of the next sentence. By reiterating this process (a total of 2,000
to 3,000 queries for an average book) and automatically reconstructing the
fragments, the software ended up collecting the entire text. In order to better
visualise the process, we created an installation: two overhead projectors,
displaying the project’s logo and a diagram of the internal workings of our
software, as well as a medical incubator containing one of the ‘stolen’ (and
digitally reprinted) books. The book we chose to ‘steal’ was (of course) Steal
This Book, the American 1970s counterculture classic by the activist Abbie
Hoffman. In a sense, we literally ‘re-incarnated’ the book in a new, mutated
physical form. But we also put up a warning sign near the incubator:
The book inside the incubator is the physical embodiment of a complex Amazon.com
hacking action. It has been obtained exploiting the Amazon ‘Search Inside The Book’
tool. Take care because it’s an illegitimate and premature son born from the relationship
between Amazon and Copyright. It’s illegitimate because it’s an unauthorized print of a
copyright-protected book. And it’s premature because the gestation of this relationship’s
outcome is far from being mature.
We asked ourselves: what’s the difference between digitally scanning the text
of a book we already own, and obtaining it through Amazon Noir? In strictly
conceptual terms, there is no difference at all, other then the amount of time
we spent on the project. We wished to set up our own Amazon, definitively
circumventing the confusion of endless purchase-inducing stimuli. So we
stole the hidden and disjointed connections between the sentences of a text,
to reveal them for our own amusement and edification; we stole the digital
implementation of synaptic connections between memories (both human and
electronic) created by a giant online retailer in order to amuse and seduce us
into compulsive consumption; we were thieves of memory (in a McLuhanian
sense), stealing for the right to remember, the right to independently and
freely construct our own physical memory.
Finally, in Face to Facebook (developed again with Paolo Cirio and part of
the ‘Hacking Monopolism’ trilogy together with Amazon Noir and Google
Will Eat Itself) we ‘stole’ 1 million Facebook profiles’ public data, filtering
them through their profile pictures with face-recognition software, and then
170

New Formations

posted all the filtered data on a custom-made dating website, sorted by their
facial expression characteristics.11 In the installation we produced, we glued
more than 1,700 profile pictures on white-painted square wood panels,
and projected also the software diagram and an introductory video. Here
the ‘printed’ part deals more with materializing ‘stolen’ personal online
information. The ‘profile pictures’ treated as public data by Facebook, and
scraped with a script by Paolo and me, once properly printed are a terrific
proof of our online fragility and at the same time of how ‘printing’ is becoming
a contemporary form of ‘validation’. In fact we decided to print them on the
type of photographic paper once used for passport pictures (the ‘silk’ finish).
The amazing effect of all these faces together was completely different when
visualised in a video (‘overwhelming’ when zooming in and out), printed with
ink-jet printers (‘a huge amount of recognisable faces’), and on its proper
‘validating’ medium, photographic paper (giving the instant impression that
‘all those people are real’). What does it mean when the picture (with your
face) with which you choose to represent yourself in the potential arena of
700 Millions Facebook users is printed, re-contextualised, and exhibited
somewhere else, with absolutely no user control? Probably, it reinforces the
concept that print still has a strong role in giving information a specific status,
because more than five centuries of the social use of print have developed a
powerful instinctive attitude towards it.
POST-DIGITAL PRINT AND THE FUTURE OF THE BOOK
NT What you say here Alessandro about Neural’s concern to ‘expand the
printed page’ is very suggestive of the possibilities of print in new media
environments. Could you comment more on this theme by telling us how
you understand ‘post-digital print’, the topic of your current book project?
AL Post-Digital Print: the Mutation of Publishing since 1894 is the outcome
of quite extensive research that I carried out at the Willem De Kooning
Academy as guest researcher in the Communication Design program run by
Florian Cramer. The concept behind it is to understand both historically and
strategically the new role of print in the 2010s, dealing with the prophets
of its death and its digital competitors, but also its history as something of a
perfect medium, the oldest still in use and the protagonist of countless media
experiments, not to mention its possible evolution and further mutations. The
concept of post-digital print can be better explained through a description of
a few of its chapters. In the first chapter, I analyze ten different moments in
history when the death of paper was announced (before the digital); of course,
it never happened, proving that perhaps even current pronouncements
will prove to be mistaken (by the way, the first one I’ve found dates back to
1894, which explains the subtitle). In the second chapter I’ve tried to track
a history of how avant-garde and underground movements have used print
Materialities Of Independent Publishing 171

11. http://www.faceto-facebook.net/

tactically or strategically, reflecting or anticipating its evolutions. In the third
chapter I go deeper in analyzing the ‘mutation’ of paper in recent years, and
what ‘material paper represents in immaterial times’. And the sixth chapter
addresses the basis on which print can survive as an infrastructure and a
medium for sharing content and experience, and also as a way of generating
collective practice and alliances. Beyond this book, I’m continuing to research
the relationship between print and online in various forms, especially artistic
ones. Personally, I think this relationship will be one of the pivotal media
arenas of change (and so of new potential territories for experimentation
and innovation) in the coming years.

12. Theodor
W. Adorno,
‘Bibliographical
Musings’ in Notes
to Literature Volume
2, Shierry Weber
Nicholsen (trans),
Rolf Tiedemann
(ed), New York,
Columbia University
Press, 1992, p20.
13. Stéphane
Mallarmé, ‘The
Book: A Spiritual
Instrument’,
Bradford Cook
(trans), in Hazard
Adams (ed), Critical
Theory Since Plato,
New York, Harcourt
Brace, 1971, p691.

NT Taking a lead from some of these points, I’d like to turn to the material
forms of the book and the archive. Sensory form has historically played a key
role in constituting the body, experience, and metaphors of the book and the
archive. For both Adorno and Mallarmé, the physical and sensory properties of
the book are key to its promise, which lies to a large degree in its existence as
a kind of ‘monad’. For Adorno, the book is ‘something self-contained, lasting,
hermetic - something that absorbs the reader and closes the lid over him, as it
were, the way the cover of the book closes on the text’.12 And for Mallarmé, ‘The
foldings of a book, in comparison with the large-sized, open newspaper, have
an almost religious significance. But an even greater significance lies in their
thickness when they are piled together; for then they form a tomb in miniature
for our souls’.13 I find these to be very appealing characterisations of the book,
but today they come with a sense of nostalgia, and the strong emphasis they
place on the material form and physical characteristics of the printed book
appears to leave little room for a digital future of this medium. Sean, I want
to ask you two related questions on this theme. What happens to the sensory
properties of paper in AAAAARG - are they lost, reconfigured, replaced with
other sensory experiences? And what happens to the book in AAAAARG, once
it is digitised and becomes less a self-enclosed and autonomous object than, as
you put it, part of an ‘infinite resource’?
SD It is a romantic way of thinking about books - and a way that I also find
appealing - but of course it’s a characterisation that comes after the fact
of the book; it’s a way that Adorno, Mallarmé, and others have described
and generalised their own experiences with these objects. I see no reason
why future readers’ experiences with various forms of digital publishing
won’t cohere into something similar, feelings of attachment, enclosure,
impenetrability, and so on.
AAAARG is stuck in between both worlds. So many of the files on the site
are images of paper (usually taken with a scanner, but occasionally a camera)
packaged in a PDF. You can see it in the underlines, binding gradients,
folds, stains, and tears; and you can often, but not always, see the labour and
technology involved in making the transformation from physical to digital.
172

New Formations

So one’s experience is often to be perhaps more aware of the paper that is
not there. Of course, there are other files which have completely divorced
themselves from any sense of the paper, whether because they are texts that
are native to the digital - or because of a particularly virtuosic scanning job.
There are problems with the nostalgia for books - a nostalgia that I am
most certainly stricken with. We can’t take the book object out of the political
economy of the book, and our attempts to recreate ‘the book’ in the digital will
very likely also import legal and economic structures that ought to be radically
reformulated or overthrown. In this context, as in others, there seem to be
a few ways that this is playing out, simultaneously: one is the replication of
existing territories and power structures by extending them into the digital;
another, in the spirit of the California Ideology, would be that attempt to use
the digital as a leading edge in reshaping the public, of subsuming it into
the market; and a third could be trying to make the best of this situation,
with access to tools and each other, in order to build new structures that are
more connected to those contesting the established and emerging forces of
control.
And what’s more, it seems like the physical book itself is becoming
something else - material is recombined and re-published and re-packaged
from the web, such that we now have many more books being published each
year than ever before - perhaps not as self-enclosed as it was for Adorno. I
don’t want to make equivalences between the digital and physical book - there
are very real physiological and psychical differences between holding ink on
paper versus holding a manufactured hard drive, coursing with radio waves
and emitting some frequency of light - but I think the break is really staggered
and imperfect. We’ll never really lose the book and the digital isn’t confined
to pixels on a screen.
WHATEVER BLOGGING
NT Turning to social media, I want to ask Jodi to comment more on the
technical structures of the blog. In Blog Theory you propose an intriguing
concept of ‘whatever blogging’ to describe the association of blogs with the
decline of symbolic efficiency, as expressions are severed from their content
and converted into quantitative values and graphic representations of
communication flow.14 The more we communicate, it seems, the more what is
communicated tends toward abstraction, and the evacuation of consequence
save for the perpetuation of communication. Can you describe the technical
features and affective qualities of this process, how the field of ‘whatever
blogging’ is constituted? And how might we oppose these tendencies? Can
we reaffirm writing as deliberation and meaning? Are there any ways to make
progressive use of the ‘whatever’ field?
JD The basic features of blogs include posts (which are time-stamped,
Materialities Of Independent Publishing 173

14. Jodi Dean, Blog
Theory: Feedback and
Capture in the Circuits
of Drive, Cambridge,
Polity Press, 2010.

permalinked, and archived), comments, and links. These features aren’t
necessarily separate insofar as posts have permalinks and can themselves
be comments; for example, that a specific blog has disabled its comment
feature doesn’t preclude the possibility of a discussion arising about that blog
elsewhere. Two further features of blogs arise from their settings: hits (that
is, viewers, visitors) and a kind of generic legibility, or, what we might call
the blog form (the standard visual features associated with but not exclusive
to popular platforms like Blogger and Typepad). I bring up the latter point
since so much of online content is now time-stamped, permalinked, and
archived, yet we would not call it a blog (the New York Times website has blogs
but these are sub-features of the site, not the site itself). All these features
enable certain kinds of quantification: bloggers can know how many hits we
get on a given day (even minute by minute), we can track which posts get
the most hits, which sites send us the most visitors, who has linked to us or
re-blogged our content, how popular we are compared to other blogs, etc.
Now, this quantification is interesting because it accentuates the way that,
regardless of its content, any post, comment, or link is a contribution; it is an
addition to a communicative field. Half the visitors to my blog could be rightwing bad guys looking for examples of left-wing lunacy - but each visitor counts
the same. Likewise, quantitatively speaking, there is no difference between
comments that are spam, from trolls, or seriously thoughtful engagements.
Each comment counts the same (as in post A got 25 comments; post B didn’t
get any). Each post counts the same (an assumption repeated in surveys of
bloggers - we are asked how many times we post a day). Most bloggers who
blog for pay are paid on the basis of the two numbers: how many posts and
how many comments per post. Whether the content is inane or profound is
irrelevant.
The standardisation and quantification of blogging induce a kind of
contradictory sensibility in some bloggers. On the one hand, our opinion
counts. We are commenting on matters of significance (at least to someone
- see, look, people are reading what we write! We can prove it; we’ve got the
numbers!). Without this promise or lure of someone, somewhere, hearing
our voice, reading our words, registering that we think, opine, and feel,
there wouldn’t be blogging (or any writing for another). On the other hand,
knowing that our blog is one among hundreds of millions, that we have very
few readers, and we can prove it - look, only 100 hits today and that was to
the kitty picture - provides a cover of anonymity, the feeling that one could
write absolutely anything and it would be okay, that we are free to express
what we want without repercussion. So bloggers (and obviously I don’t have
in mind celebrity bloggers or old-school ‘A-list bloggers’) persist in this
affective interzone of unique importance and liberated anonymity. It’s like
we can expose what we want without having to deal with any consequences
- exposure without exposure. Thus, a few years ago there were all sorts of
stories about people losing their jobs because of what they wrote on their
174

New Formations

blogs. Incidentally, the same phenomenon occurs in other social media - the
repercussions of indiscrimination that made their way to Facebook.
The overall field of social media, then, relies on this double sense of
exposing without being exposed, of being unique but indistinguishable. What
registers is the addition to the communicative field, the contribution, not the
content, not the meaning. Word clouds are great examples here - they are
graphic representations of word frequency. They can say how many times a
word is used, but not the context or purpose or intent or connotation of its
use. So a preacher could use the word ‘God’ as many times as the profaner;
the only difference is that the latter also uses the words ‘damn it.’
Can this field where whatever is said counts the same as any other thing
that is said be used progressively? Not really; I mean only in a very limited
way. Sure, there are spam operations and ways to try to manipulate search
engine results. But if you think about it, most critical work relies on a level of
meaning. Satire, irony, comedy, deconstruction, détournement all invoke a
prior meaningful setting into which they intervene. Rather than ‘progressive
use of the whatever field’ I would urge a more direct and decisive assertion of
collective political will, something that cuts through the bland whateverness
without commitments to recognise that this is nothing but the maintenance
of the malleable inhabitants of capitalism when what is really needed is the
discipline of communist collectives.
NEWSPAPER AS PEDAGOGY AND MONUMENT
NT Dmitry, the Chto Delat? group produces work across a range of media film, radio, performance, installation, website, blog - but the media form of
the ‘newspaper’ has an especially significant place for you: Chto Delat? began
its collective work through the production of a newspaper and has continued
to produce newspapers as a key part of its exhibitions and interventions.
Many will argue that the newspaper is now a redundant or ‘retro’ media form,
given the superior distributive and interactive capacities of digital media.
But such assessments fail to appreciate the complex form and functionality
of the newspaper, which is not merely a means of information distribution.
It is noteworthy in this regard that the Occupy movement (which has been a
constant throughout this conversation) has been producing regular printed
newspapers from the precarious sites of occupation, when an exclusive focus
on new media might have been more practical.
So, I would like to ask you some questions about the appeal of the media
form of the newspaper. First, Chto Delat?’s emphasis on self-education is
influenced by Paulo Freire, but on this theme of the newspaper it is the
pedagogical practice of Jean Oury and Félix Guattari that comes to my mind.
For Oury and Guattari (building on work by Célestin Freinet on ‘institutional
pedagogy’) the collectively produced publication works as a therapeutic ‘third
object’, a mediator to draw out, problematise, and transversalise social and
Materialities Of Independent Publishing 175

15. Gary Genosko,
Félix Guattari: A
Critical Introduction,
Cambridge, Pluto
Press, 2009;
Genosko, ‘Busted:
Félix Guattari
and the Grande
Encyclopédie des
Homosexualités’,
Rhizomes 11/12
(2005/6), http://
www.rhizomes.net/
issue11/genosko.
html ; François
Dosse, Gilles Deleuze
and Félix Guattari:
Intersecting Lives, D.
Glassman (trans),
New York, Columbia
University Press,
2010.

16. Christina
Kiaer, Imagine
No Possessions:
The Socialist
Objects of Russian
Constructivism,
London, The
MIT Press, 2005;
Nicholas Thoburn,
‘Communist Objects
and the Values of
Printed Matter’,
Social Text 28, 2
(2010): 1-30.
17. Gilles Deleuze
and Félix Guattari,
What Is Philosophy?
G. Burchell and H.
Tomlinson (trans),
London, Verso,
1994, pp167-8,
pp176-7.

libidinal relations among groups, be they psychiatric associations or political
collectives. Gary Genosko has published some fascinating work on this aspect
of Guattari’s praxis, and it comes across clearly in the Dosse biography of
Deleuze and Guattari.15 With this question of group pedagogy in mind, what is
the role of the newspaper in the self-organisation and self-education practice
of Chto Delat?
DV The interrelations between all forms of our activity is very important, Chto
Delat? is conceived as an integral composition: we do research on a film project
and some materials of this research get published in the newspaper and in
our on-line journal (which is on-line extension of the newspaper); we start to
work on the publication and its outcomes inspire work on a new installation;
we plan an action and build a collaboration with new actors and it triggers a
new publication and so on. But in general, the newspaper is used as a medium
of contextualisation and communication with the broader community, and as
an interventionist pressure on mainstream cultural production.
I did not know about Guattari’s ideas here, but I totally agree. Yes, for us
the newspaper is also a ‘third object’ which carries a therapeutic function when it is printed despite all the impossibilities of making it happen, after all
the struggle around content, finance, and so on, the collective gets a mirror
which confirms its own fragile and crisis-ridden existence.
NT If we turn to the more physical and formal qualities, does the existence of
the newspaper as an ‘object’ have any value or significance to you? Chto Delat?
has made enticing engagements with the Constructivist project - you talk of
‘actualising’ Constructivism in new circumstances. To that end, I wonder if the
newspaper may be a way of actualising the Constructivist theme of the object
as ‘comrade’, as Rodchenko put it, where the revolution is the liberation of the
human and the object, what Arvatov called the ‘intensive expressiveness’ of
matter?16 Another way of thinking this theme of the newspaper as a political
object is through what Deleuze and Guattari call a ‘monument’, a compound
of matter and sensation that ‘stands up by itself ’, independent of its creator,
as a product of the event and a projection into the future:
the monument is not something commemorating a past, it is a bloc of
present sensations that owe their preservation only to themselves and that
provide the event with the compound that celebrates it. The monument’s
action is not memory but fabulation … [I]t confides to the ear of the future
the persistent sensations that embody the event: the constantly renewed
suffering of men and women, their recreated protestations, their constantly
resumed struggle.17
DV Yes, the materiality (the ‘weight’) of newspaper is really important.
You should carry it for distribution, pass it from hand to hand, there is an
176

New Formations

important pressure of piles of newspapers stocked in the exhibition halls as takeaway artifacts (really monumental), or used as a wallpaper for installations.
We love these qualities, and the way they organise a routine communication
inside the group: ‘Hi there! Do you have newspapers to distribute at the rally
tomorrow? How many? Should we post a new batch?’ At a more subjective
level, I love to get the freshly printed newspaper in my hands; yes, it is a drug,
particularly in my case, when all the processes of production come through
my hands - first the idea, then editorial communication, lay-out, graphics,
finance, and then print.
PRINT/ONLINE
NT On this theme, I want to ask Pauline if you can comment on the place
of printed paper in the history and future of Mute? I have in mind your
experiments with paper stock, the way paper interfaces with digital publishing
platforms (or fails to), the pleasures, pains, and constraints of producing a
printed product in the digital environment.
PvMB All this talk of newspapers is making me very nostalgic. It was the
first print format that we experimented with, and I agree it’s one of the most
powerful - both in terms of the historical resonances it can provoke, and
in terms of what you can practically do with it (which includes distributing
editorial to many people for quite low costs, being experimental with lay-out,
type, images; and yes, working through this ‘third object’, with all that that
might imply). The Scottish free-circulation newspaper, Variant, is testimony to
this, having hung onto the format much more doggedly than Mute did, and
continuing to go strong, in spite of all the difficult conditions for production
that all of us face.18 There again, where Variant has shown the potential power
and longevity of freely distributed critical content (which they also archive fully
on the web), the rise and rise of free newspapers - wherein editorial functions
as nothing more than a hook for advertising, targeted at different ‘segments’
of the market – shouldn’t be forgotten either, since this might represent the
dominant function this media form presently holds.
I shouldn’t take too much time talking about the specifics here, but the
shelf-display-and-sale model of distribution which Mute chose for its printed
matter - on the eve of the assault this suffered from free online editorial
- landed us in some kind of Catch-22 which, nearly two decades later, we
still can’t quite figure the exit to. Important coordinates here are: the costs
involved in developing high quality editorial (research, commissioning,
layout, proofing, printing; but also the maintenance of an organisation with
- apart from staff - reliable systems for admin, finance, legal, a constitutional
apparatus); the low returns you get on ‘specialist’ editorial via shelf-sales
(particularly if you can’t afford sustained Marketing/Distribution, and the
offline distribution infrastructure itself starts to crumble under the weight of
Materialities Of Independent Publishing 177

18. Since this
conversation took
place, Variant has lost
its Creative Scotland
funding and has
(temporarily, one
hopes) suspended
publication. See
http://www.variant.
org.uk/publication

online behemoths like Amazon); and then finally the lure to publish online,
borne of promises of a global audience and the transcendence of a lot of
those difficulties.
Mute’s original newspaper format constituted an art-like gesture: it
encapsulated many things we wanted to speak about, but in ‘mute’, visual,
encoded form - epitomised by the flesh tones of the FT-style newspaper,
which insisted on the corporeal substrate of the digital revolution, as well as
its intimate relationship to speculation and investment finance (a condition,
we sought to infer, that it shared with all prior communications and
infrastructural revolutions). Thereafter, our experiments with paper were an
engagement with the ‘Catch-22’ described above, whose negative effects we
nevertheless perceived as mere obstacles to be negotiated, as we continued
hopefully, stubbornly, to project a global community of readers we might
connect with and solidarities we might forge - as everyone does, I guess.
We didn’t want to change our editorial to suit the market, so instead focused
on the small degrees of freedom and change afforded to us by its carrier,
i.e. the varying magazine formats at our disposal (quarterly/biannual, small/
large, full colour/mono, lush/ziney). In retrospect, we may have overplayed
the part played by desire in reading and purchasing habits (in the sense that
we thought we could sway potential purchasers to support Mute by plying
them with ever more ‘appealing’ objects). Be that as it may, it did push us
to mine this liminal zone between paper and pixel that Sean evokes so well
- particularly, I’d say, in the late ’90s/early 2000s, when questions over the
relationship between the ‘real’ and ‘virtual’ raged to nigh obsessional levels,
and magazines’ visual languages also grappled with their representation, or
integration.
Where we stand now, things are supposed to have stabilised somewhat.
The medial and conceptual hyper experimentation triggered by projected
‘digital futures’ has notionally died down, as mature social media and digital
publishing platforms are incorporated into our everyday lives, and the
behaviours associated with them normalised (the finger flicks associated with
the mobile or tablet touch screen, for example). Somewhere along the line you
asked about ePublishing. Well, things are very much up in the air on this front
currently, as independent publishers test the parameters and possibilities of
ePublishing while struggling to maintain commercial sustainability. Indeed, I
think the independent ePublishing situation, exciting though it undoubtedly
is, actually proves that this whole narrative of normalisation and integration
is a complete fiction; that, if there is any kind of ‘monument’ under collective
construction right now, it is one built under the sign of panic and distraction.
This conversation took place by email over the course of a few months from October
2011. Sponsorship was generously provided by CRESC (Centre for Research on SocioCultural Change), http://www.cresc.ac.uk/

178

New Formations



hacker in Dekker & Barok 2017


Dekker & Barok
Copying as a Way to Start Something New A Conversation with Dusan Barok about Monoskop
2017


COPYING AS A WAY TO START SOMETHING NEW
A Conversation with Dusan Barok about Monoskop

Annet Dekker

Dusan Barok is an artist, writer, and cultural activist involved
in critical practice in the fields of software, art, and theory. After founding and organizing the online culture portal
Koridor in Slovakia from 1999–2002, in 2003 he co-founded
the BURUNDI media lab where he organized the Translab
evening series. A year later, the first ideas about building an
online platform for texts and media started to emerge and
Monoskop became a reality. More than a decade later, Barok
is well-known as the main editor of Monoskop. In 2016, he
began a PhD research project at the University of Amsterdam. His project, titled Database for the Documentation of
Contemporary Art, investigates art databases as discursive
platforms that provide context for artworks. In an extended
email exchange, we discuss the possibilities and restraints
of an online ‘archive’.
ANNET DEKKER

You started Monoskop in 2004, already some time ago. What
does the name mean?
DUSAN BAROK

‘Monoskop’ is the Slovak equivalent of the English ‘monoscope’, which means an electric tube used in analogue TV
broadcasting to produce images of test cards, station logotypes, error messages but also for calibrating cameras. Monoscopes were automatized television announcers designed to
speak to both live and machine audiences about the status
of a channel, broadcasting purely phatic messages.
AD
Can you explain why you wanted to do the project and how it
developed to what it is now? In other words, what were your
main aims and have they changed? If so, in which direction
and what caused these changes?
DB

I began Monoskop as one of the strands of the BURUNDI
media lab in Bratislava. Originally, it was designed as a wiki
website for documenting media art and culture in the eastern part of Europe, whose backbone consisted of city entries
composed of links to separate pages about various events,

212

LOST AND LIVING (IN) ARCHIVES

initiatives, and individuals. In the early days it was modelled
on Wikipedia (which had been running for two years when
Monoskop started) and contained biographies and descriptions of events from a kind of neutral point of view. Over
the years, the geographic and thematic boundaries have
gradually expanded to embrace the arts and humanities in
their widest sense, focusing primarily on lesser-known
1
phenomena.1 Perhaps the biggest change is the ongoing
See for example
shift from mapping people, events, and places towards
https://monoskop.org/
Features. Accessed
synthesizing discourses.
28 May 2016.
A turning point occurred during my studies at the
Piet Zwart Institute, in the Networked Media programme
from 2010–2012, which combined art, design, software,
and theory with support in the philosophy of open source
and prototyping. While there, I was researching aspects of
the networked condition and how it transforms knowledge,
sociality and economics: I wrote research papers on leaking
as a technique of knowledge production, a critique of the
social graph, and on the libertarian values embedded in the
design of digital currencies. I was ready for more practice.
When Aymeric Mansoux, one of the tutors, encouraged me
to develop my then side-project Monoskop into a graduation
work, the timing was good.
The website got its own domain, a redesign, and most
crucially, the Monoskop wiki was restructured from its
2
focus on media art and culture towards the much wider
https://monoskop.org/
embrace
of the arts and humanities. It turned to a media
Symposium. Accessed
28 May 2016.
library of sorts. The graduation work also consisted of
a symposium about personal collecting and media ar3
chiving,2 which saw its loose follow-ups on media aeshttps://monoskop.org/
thetics (in Bergen)3 and on knowledge classification and
The_Extensions_of_
Many. Accessed
archives (in Mons)4 last year.
28 May 2016.

AD

https://monoskop.org/
Ideographies_of_
Knowledge. Accessed
28 May 2016.

Did you have a background in library studies, or have
you taken their ideas/methods of systemization and categorization (meta data)? If not, what are your methods
and how did you develop them?

213

COPYING AS A WAY TO START SOMETHING NEW

4

been an interesting process, clearly showing the influence
of a changing back-end system. Are you interested in the
idea of sharing and circulating texts as a new way not just
of accessing and distributing but perhaps also of production—and publishing? I’m thinking how Aaaaarg started as
a way to share and exchange ideas about a text. In what
way do you think Monoskop plays (or could play) with these
kinds of mechanisms? Do you think it brings out a new
potential in publishing?

DB

Besides the standard literature in information science (I
have a degree in information technologies), I read some
works of documentation scientists Paul Otlet and Suzanne
Briet, historians such as W. Boyd Rayward and Ronald E.
Day, as well as translated writings of Michel Pêcheux and
other French discourse analysts of the 1960s and 1970s.
This interest was triggered in late 2014 by the confluence
of Femke’s Mondotheque project and an invitation to be an
artist-in-residence in Mons in Belgium at the Mundaneum,
home to Paul Otlet’s recently restored archive.
This led me to identify three tropes of organizing and
navigating written records, which has guided my thinking
about libraries and research ever since: class, reference,
and index. Classification entails tree-like structuring, such
as faceting the meanings of words and expressions, and
developing classification systems for libraries. Referencing
stands for citations, hyperlinking and bibliographies. Indexing ranges from the listing of occurrences of selected terms
to an ‘absolute’ index of all terms, enabling full-text search.
With this in mind, I have done a number of experiments.
There is an index of selected persons and terms from
5
across the Monoskop wiki and Log.5 There is a growing
https://monoskop.org/
list of wiki entries with bibliographies and institutional
Index. Accessed
28 May 2016.
infrastructures of fields and theories in the humanities.6
There is a lexicon aggregating entries from some ten
6
dictionaries of the humanities into a single page with
https://monoskop.org/
hyperlinks to each full entry (unpublished). There is an
Humanities. Accessed
28 May 2016.
alternative interface to the Monoskop Log, in which entries are navigated solely through a tag cloud acting as
a multidimensional filter (unpublished). There is a reader
containing some fifty books whose mutual references are
turned into hyperlinks, and whose main interface consists
of terms specific to each text, generated through tf-idf algorithm (unpublished). And so on.

DB

The publishing market frames the publication as a singular
body of work, autonomous from other titles on offer, and
subjects it to the rules of the market—with a price tag and
copyright notice attached. But for scholars and artists, these
are rarely an issue. Most academic work is subsidized from
public sources in the first place, and many would prefer to
give their work away for free since openness attracts more
citations. Why they opt to submit to the market is for quality
editing and an increase of their own symbolic value in direct
proportion to the ranking of their publishing house. This
is not dissimilar from the music industry. And indeed, for
many the goal is to compose chants that would gain popularity across academia and get their place in the popular
imagination.
On the other hand, besides providing access, digital
libraries are also fit to provide context by treating publications as a corpus of texts that can be accessed through an
unlimited number of interfaces designed with an understanding of the functionality of databases and an openness
to the imagination of the community of users. This can
be done by creating layers of classification, interlinking
bodies of texts through references, creating alternative
indexes of persons, things and terms, making full-text
search possible, making visual search possible—across
the whole of corpus as well as its parts, and so on. Isn’t
this what makes a difference? To be sure, websites such
as Aaaaarg and Monoskop have explored only the tip of

AD

Indeed, looking at the archive in many alternative ways has

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the iceberg of possibilities. There is much more to tinker
and hack around.

within a given text and within a discourse in which it is
embedded. What is specific to digital text, however, is that
we can search it in milliseconds. Full-text search is enabled
by the index—search engines operate thanks to bots that
assign each expression a unique address and store it in a
database. In this respect, the index usually found at the
end of a printed book is something that has been automated
with the arrival of machine search.
In other words, even though knowledge in the age of the
internet is still being shaped by the departmentalization of
academia and its related procedures and rituals of discourse
production, and its modes of expression are centred around
the verbal rhetoric, the flattening effects of the index really
transformed the ways in which we come to ‘know’ things.
To ‘write’ a ‘book’ in this context is to produce a searchable
database instead.

AD

It is interesting that whilst the accessibility and search potential has radically changed, the content, a book or any other
text, is still a particular kind of thing with its own characteristics and forms. Whereas the process of writing texts seems
hard to change, would you be interested in creating more
alliances between texts to bring out new bibliographies? In
this sense, starting to produce new texts, by including other
texts and documents, like emails, visuals, audio, CD-ROMs,
or even un-published texts or manuscripts?
DB

Currently Monoskop is compiling more and more ‘source’
bibliographies, containing digital versions of actual texts
they refer to. This has been very much in focus in the past
two or three years and Monoskop is now home to hundreds
of bibliographies of twentieth-century artists, writers, groups,
and movements as well as of various theories and human7
ities disciplines.7 As the next step I would like to move
See for example
on to enabling full-text search within each such biblioghttps://monoskop.
org/Foucault,
raphy. This will make more apparent that the ‘source’
https://monoskop.
bibliography
is a form of anthology, a corpus of texts
org/Lissitzky,
https://monoskop.
representing a discourse. Another issue is to activate
org/Humanities.
cross-references
within texts—to turn page numbers in
All accessed
28 May 2016.
bibliographic citations inside texts into hyperlinks leading
to other texts.
This is to experiment further with the specificity of digital text. Which is different both to oral speech and printed
books. These can be described as three distinct yet mutually
encapsulated domains. Orality emphasizes the sequence
and narrative of an argument, in which words themselves
are imagined as constituting meaning. Specific to writing,
on the other hand, is referring to the written record; texts
are brought together by way of references, which in turn
create context, also called discourse. Statements are ‘fixed’
to paper and meaning is constituted by their contexts—both

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AD

So, perhaps we finally have come to ‘the death of the author’,
at least in so far as that automated mechanisms are becoming active agents in the (re)creation process. To return to
Monoskop in its current form, what choices do you make
regarding the content of the repositories, are there things
you don’t want to collect, or wish you could but have not
been able to?
DB

In a sense, I turned to a wiki and started Monoskop as
a way to keep track of my reading and browsing. It is a
by-product of a succession of my interests, obsessions, and
digressions. That it is publicly accessible is a consequence
of the fact that paper notebooks, text files kept offline and
private wikis proved to be inadequate at the moment when I
needed to quickly find notes from reading some text earlier.
It is not perfect, but it solved the issue of immediate access
and retrieval. Plus there is a bonus of having the body of
my past ten or twelve years of reading mutually interlinked
and searchable. An interesting outcome is that these ‘notes’
are public—one is motivated to formulate and frame them

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as to be readable and useful for others as well. A similar
difference is between writing an entry in a personal diary
and writing a blog post. That is also why the autonomy
of technical infrastructure is so important here. Posting
research notes on Facebook may increase one’s visibility
among peers, but the ‘terms of service’ say explicitly that
anything can be deleted by administrators at any time,
without any reason. I ‘collect’ things that I wish to be able
to return to, to remember, or to recollect easily.
AD

Can you describe the process, how do you get the books,
already digitized, or do you do a lot yourself? In other words,
could you describe the (technical) process and organizational aspects of the project?
DB

In the beginning, I spent a lot of time exploring other digital
libraries which served as sources for most of the entries on
Log (Gigapedia, Libgen, Aaaaarg, Bibliotik, Scribd, Issuu,
Karagarga, Google filetype:pdf). Later I started corresponding with a number of people from around the world (NYC,
Rotterdam, Buenos Aires, Boulder, Berlin, Ploiesti, etc.) who
contribute scans and links to scans on an irregular basis.
Out-of-print and open-access titles often come directly from
authors and publishers. Many artists’ books and magazines
were scraped or downloaded through URL manipulation
from online collections of museums, archives and libraries.
Needless to say, my offline archive is much bigger than
what is on Monoskop. I tend to put online the files I prefer
not to lose. The web is the best backup solution I have
found so far.
The Monoskop wiki is open for everyone to edit; any user
can upload their own works or scans and many do. Many of
those who spent more time working on the website ended up
being my friends. And many of my friends ended up having
an account as well :). For everyone else, there is no record
kept about what one downloaded, what one read and for
how long... we don’t care, we don’t track.

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AD

In what way has the larger (free) publishing context changed
your project, there are currently several free texts sharing
initiatives around (some already before you started like Textz.
com or Aaaaarg), how do you collaborate, or distinguish
from each other?
DB

It should not be an overstatement to say that while in the
previous decade Monoskop was shaped primarily by the
‘media culture’ milieu which it intended to document, the
branching out of its repository of highlighted publications
Monoskop Log in 2009, and the broadening of its focus to
also include the whole of the twentieth and twenty-first
century situates it more firmly in the context of online
archives, and especially digital libraries.
I only got to know others in this milieu later. I approached
Sean Dockray in 2010, Marcell Mars approached me the
following year, and then in 2013 he introduced me to Kenneth Goldsmith. We are in steady contact, especially through
public events hosted by various cultural centres and galleries.
The first large one was held at Ljubljana’s hackerspace Kiberpipa in 2012. Later came the conferences and workshops
organized by Kuda at a youth centre in Novi Sad (2013), by
the Institute of Network Cultures at WORM, Rotterdam (2014),
WKV and Akademie Schloss Solitude in Stuttgart (2014),
Mama & Nova Gallery in Zagreb (2015), ECC at Mundaneum,
Mons (2015), and most recently by the Media Department
8
of the University of Malmo (2016).8
For more information see,
The leitmotif of all these events was the digital library
https://monoskop.org/
Digital_libraries#
and their atmosphere can be described as the spirit of
Workshops_and_
early
hacker culture that eventually left the walls of a
conferences.
Accessed 28 May 2016.
computer lab. Only rarely there have been professional
librarians, archivists, and publishers among the speakers, even though the voices represented were quite diverse.
To name just the more frequent participants... Marcell
and Tom Medak (Memory of the World) advocate universal
access to knowledge informed by the positions of the Yugoslav

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COPYING AS A WAY TO START SOMETHING NEW

Marxist school Praxis; Sean’s work is critical of the militarization and commercialization of the university (in the
context of which Aaaaarg will always come as secondary, as
an extension of The Public School in Los Angeles); Kenneth
aims to revive the literary avant-garde while standing on the
shoulders of his heroes documented on UbuWeb; Sebastian
Lütgert and Jan Berger are the most serious software developers among us, while their projects such as Textz.com and
Pad.ma should be read against critical theory and Situationist cinema; Femke Snelting has initiated the collaborative
research-publication Mondotheque about the legacy of the
early twentieth century Brussels-born information scientist
Paul Otlet, triggered by the attempt of Google to rebrand him
as the father of the internet.
I have been trying to identify implications of the digital-networked textuality for knowledge production, including humanities research, while speaking from the position
of a cultural worker who spent his formative years in the
former Eastern Bloc, experiencing freedom as that of unprecedented access to information via the internet following
the fall of Berlin Wall. In this respect, Monoskop is a way
to bring into ‘archival consciousness’ what the East had
missed out during the Cold War. And also more generally,
what the non-West had missed out in the polarized world,
and vice versa, what was invisible in the formal Western
cultural canons.
There have been several attempts to develop new projects,
and the collaborative efforts have materialized in shared
infrastructure and introductions of new features in respective platforms, such as PDF reader and full-text search on
Aaaaarg. Marcell and Tom along with their collaborators have
been steadily developing the Memory of the World library and
Sebastian resuscitated Textz.com. Besides that, there are
overlaps in titles hosted in each library, and Monoskop bibliographies extensively link to scans on Libgen and Aaaaarg,
while artists’ profiles on the website link to audio and video
recordings on UbuWeb.

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AD

It is interesting to hear that there weren’t any archivist or
professional librarians involved (yet), what is your position
towards these professional and institutional entities and
persons?
DB

As the recent example of Sci-Hub showed, in the age of
digital networks, for many researchers libraries are primarily free proxies to corporate repositories of academic
9
journals.9 Their other emerging role is that of a digital
For more information see,
repository of works in the public domain (the role piowww.sciencemag.org/
news/2016/04/whosneered in the United States by Project Gutenberg and
downloading-piratedInternet Archive). There have been too many attempts
papers-everyone.
Accessed 28 May 2016.
to transpose librarians’ techniques from the paperbound
world into the digital domain. Yet, as I said before, there
is much more to explore. Perhaps the most exciting inventive approaches can be found in the field of classics, for
example in the Perseus Digital Library & Catalog and the
Homer Multitext Project. Perseus combines digital editions
of ancient literary works with multiple lexical tools in a way
that even a non-professional can check and verify a disputable translation of a quote. Something that is hard to
imagine being possible in print.
AD

I think it is interesting to see how Monoskop and other
repositories like it have gained different constituencies
globally, for one you can see the kind of shift in the texts
being put up. From the start you tried to bring in a strong
‘eastern European voice’, nevertheless at the moment the
content of the repository reflects a very western perspective on critical theory, what are your future goals. And do
you think it would be possible to include other voices? For
example, have you ever considered the possibility of users
uploading and editing texts themselves?
DB

The site certainly started with the primary focus on east-central European media art and culture, which I considered

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myself to be part of in the early 2000s. I was naive enough
to attempt to make a book on the theme between 2008–2010.
During that period I came to notice the ambivalence of the
notion of medium in an art-historical and technological
sense (thanks to Florian Cramer). My understanding of
media art was that it is an art specific to its medium, very
much in Greenbergian terms, extended to the more recent
‘developments’, which were supposed to range from neo-geometrical painting through video art to net art.
At the same time, I implicitly understood art in the sense
of ‘expanded arts’, as employed by the Fluxus in the early
1960s—objects as well as events that go beyond the (academic) separation between the arts to include music, film,
poetry, dance, design, publishing, etc., which in turn made
me also consider such phenomena as experimental film,
electro-acoustic music and concrete poetry.
Add to it the geopolitically unstable notion of East-Central
Europe and the striking lack of research in this area and
all you end up with is a headache. It took me a while to
realize that there’s no point even attempting to write a coherent narrative of the history of media-specific expanded
arts of East-Central Europe of the past hundred years. I
ended up with a wiki page outlining the supposed mile10
stones along with a bibliography.10
https://monoskop.
For this strand, the wiki served as the main notebook,
org/CEE. Accessed
28 May 2016. And
leaving behind hundreds of wiki entries. The Log was
https://monoskop.
more or less a ‘log’ of my research path and the presence
org/Central_and_
Eastern_Europe_
of ‘western’ theory is to a certain extent a by-product of
Bibliography.
my search for a methodology and theoretical references.
Accessed 28 May 2016.
As an indirect outcome, a new wiki section was
launched recently. Instead of writing a history of mediaspecific ‘expanded arts’ in one corner of the world, it takes
a somewhat different approach. Not a sequential text, not
even an anthology, it is an online single-page annotated
index, a ‘meta-encyclopaedia’ of art movements and styles,
intended to offer an expansion of the art-historical canonical
prioritization of the western painterly-sculptural tradition

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11

https://monoskop.
org/Art. Accessed
28 May 2016.

to also include other artists and movements around the
world.11
AD

Can you say something about the longevity of the project?
You briefly mentioned before that the web was your best
backup solution. Yet, it is of course known that websites
and databases require a lot of maintenance, so what will
happen to the type of files that you offer? More and more
voices are saying that, for example, the PDF format is all
but stable. How do you deal with such challenges?
DB

Surely, in the realm of bits, nothing is designed to last
forever. Uncritical adoption of Flash had turned out to be
perhaps the worst tragedy so far. But while there certainly
were more sane alternatives if one was OK with renouncing its emblematic visual effects and aesthetics that went
with it, with PDF it is harder. There are EPUBs, but scholarly publications are simply unthinkable without page
numbers that are not supported in this format. Another
challenge the EPUB faces is from artists' books and other
design- and layout-conscious publications—its simplified
HTML format does not match the range of possibilities for
typography and layout one is used to from designing for
paper. Another open-source solution, PNG tarballs, is not
a viable alternative for sharing books.
The main schism between PDF and HTML is that one represents the domain of print (easily portable, and with fixed
page size), while the other the domain of web (embedded
within it by hyperlinks pointing both directions, and with
flexible page size). EPUB is developed with the intention of
synthetizing both of them into a single format, but instead
it reduces them into a third container, which is doomed to
reinvent the whole thing once again.
It is unlikely that there will appear an ultimate convertor
between PDF and HTML, simply because of the specificities
of print and the web and the fact that they overlap only in
some respects. Monoskop tends to provide HTML formats

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next to PDFs where time allows. And if the PDF were to
suddenly be doomed, there would be a big conversion party.
On the side of audio and video, most media files on
Monoskop are in open formats—OGG and WEBM. There
are many other challenges: keeping up-to-date with PHP
and MySQL development, with the MediaWiki software
and its numerous extensions, and the mysterious ICANN
organization that controls the web domain.

as an imperative to us to embrace redundancy, to promote
spreading their contents across as many nodes and sites
as anyone wishes. We may look at copying not as merely
mirroring or making backups, but opening up for possibilities to start new libraries, new platforms, new databases.
That is how these came about as well. Let there be Zzzzzrgs,
Ůbuwebs and Multiskops.

AD

What were your biggest challenges beside technical ones?
For example, have you ever been in trouble regarding copyright issues, or if not, how would you deal with such a
situation?
DB

Monoskop operates on the assumption of making transformative use of the collected material. The fact of bringing
it into certain new contexts, in which it can be accessed,
viewed and interpreted, adds something that bookstores
don’t provide. Time will show whether this can be understood as fair use. It is an opt-out model and it proves to
be working well so far. Takedowns are rare, and if they are
legitimate, we comply.
AD

Perhaps related to this question, what is your experience
with users engagement? I remember Sean (from Aaaaarg,
in conversation with Matthew Fuller, Mute 2011) saying
that some people mirror or download the whole site, not
so much in an attempt to ‘have everything’ but as a way
to make sure that the content remains accessible. It is a
conscious decision because one knows that one day everything might be taken down. This is of course particularly
pertinent, especially since while we’re doing this interview
Sean and Marcell are being sued by a Canadian publisher.
DB

That is absolutely true and any of these websites can disappear any time. Archives like Aaaaarg, Monoskop or UbuWeb
are created by makers rather than guardians and it comes

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Bibliography
Fuller, Matthew. ‘In the Paradise of Too Many Books: An Interview with
Sean Dockray’. Mute, 4 May 2011. www.metamute.org/editorial/

articles/paradise-too-many-books-interview-seandockray. Accessed 31 May 2016.
Online digital libraries
Aaaaarg, http://aaaaarg.fail.
Bibliotik, https://bibliotik.me.
Issuu, https://issuu.com.
Karagarga, https://karagarga.in.
Library Genesis / LibGen, http://gen.lib.rus.ec.
Memory of the World, https://library.memoryoftheworld.org.
Monoskop, https://monoskop.org.
Pad.ma, https://pad.ma.
Scribd, https://scribd.com.
Textz.com, https://textz.com.
UbuWeb, www.ubu.com.

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hacker in Graziano 2018


Graziano
Pirate Care: How do we imagine the health care for the future we want?
2018


Pirate Care - How do we imagine the health care for the future we want?

Oct 5, 2018 · 19 min read

by Valeria Graziano

A recent trend to reimagine the systems of care for the future is based on many of the principles of self-organization. From the passive figure of the patient — an aptly named subject, patiently awaiting aid from medical staff and carers — researchers and policymakers are moving towards a model defined as people-powered health — where care is discussed as transforming from a top-down service to a network of coordinated actors.

At the same time, for large numbers of people, to self-organize around their own healthcare needs is not a matter of predilection, but increasingly one of necessity. In Greece, where the measures imposed by the Troika decimated public services, a growing number of grassroots clinics set up by the Solidarity Movement have been providing medical attention to those without a private insurance. In Italy, initiatives such as the Ambulatorio Medico Popolare in Milan offer free consultations to migrants and other vulnerable citizens.

The new characteristic in all of these cases is the fact that they frame what they do in clearly political terms, rejecting or sidestepping the more neutral ways in which the third sector and the NGOs have long presented care practices as apolitical, as ways to help out that should never ask questions bigger than the problems they set out to confront, and as standing beyond left and right (often for the sake of not alienating potential donors and funders).

Rather, the current trends towards self-organization in health care are very vocal and clear in their messages: the care system is in crisis, and we need to learn from what we know already. One thing we know is that the market or the financialization of assets cannot be the solution (do you remember when just a few years ago Occupy was buying back healthcare debts from financial speculators, thus saving thousands Americans from dire economic circumstances? Or that scene from Michael Moore’s Sicko, the documentary where a guy has to choose which finger to have amputated because he does not have enough cash for saving both?).

Another thing we also know is that we cannot simply hold on to past models of managing the public sector, as most national healthcare systems were built for the needs of the last century. Administrations have been struggling to adapt to the changing nature of health conditions (moving from a predominance of epidemic to chronic diseases) and the different needs of today’s populations. And finally, we most definitely know that to go back to even more conservative ideas that frame care as a private issue that should fall on the shoulders of family members (and most often, of female relatives) or hired servants (also gendered and racialised) is not the best we can come up with.

Among the many initiatives that are rethinking how we organize the provision of health and care in ways that are accessible, fair, and efficient, there are a number of actors — mostly small organizations — who are experimenting with the opportunities introduced by digital technologies. While many charities and NGOs remain largely ignorant of the opportunities offered by technology, these new actors are developing DIY devices, wearables, 3D-printed bespoke components, apps and smart objects to intervene in areas otherwise neglected by the bigger players in the care system. These practices are presenting a new mode of operating that I want to call ‘pirate care’.
Pirate Care

Piracy and Care are not always immediately relatable notions. The figure of the pirate in popular and media cultures is often associated with cunning intelligence and masculine modes of action, of people running servers which are allowing people to illegally download music or movie files. One of the very first organizations that articulated the stakes of sharing knowledge was actually named Piratbyrån. “When you pirate mp3s, you are downloading communism” was a popular motto at the time. And yet, bringing the idea of a pirate ethics into resonance with contemporary modes of care invites a different consideration for practices that propose a paradigm change and therefore inevitably position themselves in tricky positions vis-à-vis the law and the status quo. I have been noticing for a while now that another kind of contemporary pirate is coming to the fore in our messy society in the midst of many crises. This new kind of pirate could be best captured by another image: this time it is a woman, standing on the dock of a boat sailing through the Caribbean sea towards the Mexican Gulf, about to deliver abortion pills to other women for whom this option is illegal in their country.

Women on Waves, founded in 1999, engages in its abortion-on-boat missions every couple of years. They are mostly symbolic actions, as they are rather expensive operations, and yet they are potent means for stirring public debate and have often been met with hostility — even military fleets. So far, they have visited seven countries so far, including Mexico, Guatemala and, more recently, Ireland and Poland, where feminists movements have been mobilizing in huge numbers to reclaim reproductive rights.

According to official statistics, more than 47,000 women die every year from complications resulting from illegal, unsafe abortion procedures, a service used by over 21 million women who do not have another choice. As Leticia Zenevich, spokesperson of Women on Waves, told HuffPost: “The fact that women need to leave the state sovereignty to retain their own sovereignty ― it makes clear states are deliberately stopping women from accessing their human right to health.” Besides the boat campaigns, the organization also runs Women on Web, an online medical abortion service active since 2005. The service is active in 17 languages, and it is helping more than 100,000 women per year to get information and access abortion pills. More recently, Women on Waves also begun experimenting with the use of drones to deliver the pills in countries impacted by restrictive laws (such as Poland in 2015 and Northern Ireland in 2016).

Women on Waves are the perfect figure to begin to illustrate my idea of ‘pirate care’. By this term I want to bring attention to an emergent phenomenon in the contemporary world, where more and more often initiatives that want to bring support and care to the most vulnerable subjects in the most unstable situations, increasingly have to do so by operating in that grey zone that exists between the gaps left open by various rules, laws and technologies. Some thrive in this shadow area, carefully avoiding calling attention to themselves for fear of attracting ferocious polemics and the trolling that inevitably accompanies them. In other cases, care practices that were previously considered the norm have now been pushed towards illegality.

Consider for instance the situation highlighted by the Docs Not Cops campaign that started in the UK four years ago, when the government had just introduced its ‘hostile environment’ policy with the aim to make everyday life as hard as possible for migrants with an irregular status. Suddenly, medical staff in hospitals and other care facilities were supposed to carry out document checks before being allowed to offer any assistance. Their mobilization denounced the policy as an abuse of mandate on the part of the Home Office and a threat to public health, given that it effectively discouraged patients to seek help for fear of retaliations. Another sadly famous example of this trend of pushing many acts of care towards illegality would the straitjacketing and criminalization of migrant rescuing NGOs in the Mediterranean on the part of various European countries, a policy led by Italian government. Yet another example would be the increasing number of municipal decrees that make it a crime to offer food, money or shelter to the homeless in many cities in North America and Europe.
Hacker Ethics

This scenario reminds us of the tragic story of Antigone and the age-old question of what to do when the relationship between what the law says and one what feels it is just becomes fraught with tensions and contradictions. Here, the second meaning of ‘pirate care’ becomes apparent as it points to the way in which a number of initiatives have been responding to the current crisis by mobilizing tactics and ethics as first developed within the hacker movement.

As described by Steven Levy in Hackers, the general principles of a hacker ethic include sharing, openness, decentralization, free access to knowledge and tools, and an effort of contributing to society’s democratic wellbeing. To which we could add, following Richard Stallman, founder of the free software movement, that “bureaucracy should not be allowed to get in the way of doing anything useful.” While here Stallman was reflecting on the experience of the M.I.T. AI Lab in 1971, his critique of bureaucracy captures well a specific trait of the techno-political nexus that is also shaping the present moment: as more technologies come to mediate everyday interactions, they are also reshaping the very structure of the institutions and organizations we inhabit, so that our lives are increasingly formatted to meet the requirements of an unprecedented number of standardised procedures, compulsory protocols, and legal obligations.

According to anthropologists David Graeber, we are living in an era of “total bureaucratization”. But while contemporary populism often presents bureaucracy as a problem of the public sector, implicitly suggesting “the market” to be the solution, Graeber’s study highlights how historically all so-called “free markets” have actually been made possible through the strict enforcement of state regulations. Since the birth of the modern corporation in 19th century America, “bureaucratic techniques (performance reviews, focus groups, time allocation surveys …) developed in financial and corporate circles came to invade the rest of society — education, science, government — and eventually, to pervade almost every aspect of everyday life.”
The forceps and the speculum

And thus, in resonance with the tradition of hacker ethics, a number of ‘pirate care’ practices are intervening in reshaping what looking after our collective health will look like in the future. CADUS, for example, is a Berlin based NGO which has recently set up a Crisis Response Makerspace to build open and affordable medical equipment specifically designed to bring assistance in extreme crisis zones where not many other organizations would venture, such as Syria and Northern Iraq. After donating their first mobile hospital to the Kurdish Red Crescent last year, CADUS is now working to develop a second version, in a container this time, able to be deployed in conflict zones deprived of any infrastructure, and a civil airdrop system to deliver food and medical equipment as fast as possible. The fact that CADUS adopted the formula of the makerspace to invent open emergency solutions that no private company would be interested in developing is not a coincidence, but emerges from a precise vision of how healthcare innovations should be produced and disseminated, and not only for extreme situations.

“Open source is the only way for medicine” — says Marcus Baw of Open Health Hub — as “medical software now is medicine”. Baw has been involved in another example of ‘pirate care’ in the UK, founding a number of initiatives to promote the adoption of open standards, open source code, and open governance in Health IT. The NHS spends about £500 million each time it refreshes Windows licenses, and aside from avoiding the high costs, an open source GP clinical system would be the only way to address the pressing ethical issue facing contemporary medicine: as software and technology become more and more part of the practice of medicine itself, they need to be subject to peer-review and scrutiny to assess their clinical safety. Moreover, that if such solutions are found to be effective and safe lives, it is the duty of all healthcare practitioners to share their knowledge with the rest of humanity, as per the Hippocratic Oath. To illustrate what happens when medical innovations are kept secret, Baw shares the story of the Chamberlen family of obstetricians, who kept the invention of the obstetric forceps, a family trade secret for over 150 years, using the tool only to treat their elite clientele of royals and aristocracy. As a result, thousands of mothers and babies likely died in preventable circumstances.

It is perhaps significant that such a sad historical example of the consequences ofclosed medicine must come from the field of gynaecology, one of the most politically charged areas of medical specialization to this day. So much so that last year another collective of ‘pirate carers’ named GynePunk developed a biolab toolkit for emergency gynaecological care, to allow those excluded from the reproductive healthcare — undocumented migrants, trans and queer women, drug users and sex workers — to perform basic checks on their own bodily fluids. Their prototypes include a centrifuge, a microscope and an incubator that can be cheaply realised by repurposing components of everyday items such as DVD players and computer fans, or by digital fabrication. In 2015, GynePunk also developed a 3D-printable speculum and — who knows? — perhaps their next project might include a pair of forceps…

As the ‘pirate care’ approach keeps proliferating more and more, its tools and modes of organizing is keeping alive a horizon in which healthcare is not de facto reduced to a privilege.

PS. This article was written before the announcement of the launch of Mediterranea, which we believe to be another important example of pirate care. #piratecare #abbiamounanave


hacker in Hamerman 2015


Hamerman
Pirate Libraries and the Fight for Open Information
2015


| | SEPTEMBER 11TH, 2015 | A BI-WEEKLY WEBPAPER | ISSUE 61

|
---|---|---|---|---
PIRATE LIBRARIES and the fight for open information
/ by _Sarah Hamerman_ |

In a digital era that destabilizes traditional notions of intellectual
property, cultural producers must rethink information access.

Over the last several years, a number of _pirate libraries_ have done just
that. Collaboratively run digital libraries such as
[_Aaaaaarg_](http://aaaaarg.fail/),
_[Monoskop](http://www.monoskop.org/Monoskop)_ , _[Public
Library](https://www.memoryoftheworld.org/)_ , and
_[UbuWeb_](http://www.ubuweb.tv/) have emerged, offering access to humanities
texts and audiovisual resources that are technically ‘pirated’ and often hard
to find elsewhere.

Though these sites differ somewhat in content, architecture, and ideological
bent, all of them disavow intellectual copyright law to varying degrees,
offering up pirated books and media with the aim of advancing information
access.

“Information wants to be free,” has served as a catchphrase in recent internet
activism, calling for information democracy, led by media, library and
information advocates.

As online information access is increasingly embedded within the networks of
capital, the digital text-sharing underground actualizes the Internet’s
potential to build a true information commons.

With such projects, the archive becomes a record of collective power, not
corporate or state power; the digital book becomes unlocked, linkable, and
shareable.

Still, these sites comprise but a small subset of the networks of peer-to-peer
file sharing. Many legal battles waged over the explosion of audiovisual file
sharing through p2p services such as Napster, BitTorrent and MediaFire. At its
peak, Napster boasted over 80 million users; the p2p music-sharing service was
shut down after a high-profile lawsuit by the RIAA in 2001.

The US Department of Justice brought charges against open access activist
_[Aaron Swartz](http://www.fvckthemedia.com/issue51/editorial)_ in 2011 for
his large-scale unauthorized downloading of files from the JStor Academic
database. Swartz, who sadly committed suicide before his trial, was an
organizer for Demand Progress, a campaign against the Stop Online Piracy Act,
which was defeated in 2012. Swartz’s actions and the fight around SOPA
represent a benchmark in the struggle for open-access and anti-copyright
practices surrounding the digital book.

Aaaaaarg, Monoskop, UbuWeb and Public Library are representative cases of the
pirate library because of their explicit engagement with archival form, their
embrace of ideas of the _[digital commons](https://en.wikipedia.org/wiki/Digital_Commons)_ within current left-leaning thought, and their like-minded focus on critical theory and the arts.

All of these projects lend themselves to be considered _as libraries_ ,
retooled for open digital networks.

_Aaaaaarg.org_ , started by Los Angeles based artist Sean Dockray, hosts
full-text pdfs of over 50,000 books and articles. The library is connected to a an
alternative education project called the Public School, which serves as a
platform for self-organizing lectures, workshops and projects in cities across
the globe. _Aaaaaarg_ ’s catalog is viewable by the public, but
upload/download privileges are restricted through an invite system, thus
circumventing copyright law.

![](http://i.imgur.com/rbdvPIG.png)

The site is divided into a “Library,” in which users can search for texts by
author; “Collections,” or user-generated grouping of texts designed for
reading groups or research interests; and “Discussions,” a message board where
participants can request texts and volunteer for working groups. Most
recently, _Aaaaaarg_ has introduced a “compiler” tool that allows readers to
select excerpts from longer texts and assemble them into new PDFs, and a
reading tool that allows readers to save reference points and insert comments
into texts. Though the library is easily searchable, it doesn’t maintain
high-quality _[metadata](https://en.wikipedia.org/wiki/Metadata)_. Dockray and
other organizers intend to preserve a certain subjective and informal quality,
focusing more on discussion and collaboration than correct preservation and
classification practice.

_Aaaaaarg_ has been threatened with takedowns a few times, but has survived by
creating mirrored sites and reconstituted itself by varying the number of A’s
in the URL. Its shifts in location, organization, and capabilities reflect
both the decentralized, ad-hoc nature of its maintenance and the organizers’
attempts to elude copyright regulations. Text-sharing sites such as _Aaaaaarg_
have also been referred to as _[shadow
libraries_](http://supercommunity.e-flux.com/texts/sharing-instinct/),
reflecting their quasi-covert status and their efforts to evade shutdown.

Monoskop.org, a project founded by media artist _[Dušan
Barok](http://monoskop.org/Du%C5%A1an_Barok)_ , is a wiki for collaborative
studies of art, media and the humanities that was born in 2004 out of Barok’s
study of media art and related cultural practices. Its significant holdings -
about 3,000 full-length texts and many more excerpts, links and citations -
include avant-garde and modernist magazines, writings on sound art, scanned
illustrations, and media theory texts.

As a wiki, any user can edit any article or upload content, and see their
changes reflected immediately. Monoskop is comprised of two sister sites: the
Monoskop wiki and Monoskop Log, the accompanying text repository. Monoskop Log
is structured as a Wordpress site with links hosted on third-party sites, much
like the rare-music download blogs that became popular in the mid-2000s.
Though this architecture is relatively unstable, links are fixed on-demand and
site mirroring and redundancy balance out some of the instability.

Monoskop makes clear that it is offering content under the fair-use doctrine
and that this content is for personal and scholarly use, not commercial use.
Barok notes that though there have been a small number of takedowns, people
generally appreciate unrestricted access to the types of materials in Monoskop
log, whether they are authors or publishers.

_Public Library_ , a somewhat newer pirate library founded by Croatian
Internet activist and researcher Marcell Mars and his collaborators, currently
offers a collection of about 6,300 texts. The project frames itself through a
utopian philosophy of building a truly universal library, radically extending
enlightenment-era conceptions of democracy. Through democratizing the _tools
of librarianship_ – book scanning, classification systems, cataloging,
information – it promises a broader, de-institutionalized public library.

In __[Public Library: An
Essay](https://www.memoryoftheworld.org/blog/2014/10/27/public-library-an-essay/#sdendnote19sym)__ , Public Library’s organizers frame p2p libraries as
“fragile knowledge infrastructures built and maintained by brave librarians
practicing civil disobedience which the world of researchers in the humanities
rely on.” This civil disobedience is a politically motivated refutation of
intellectual property law and the orientation of information networks toward
venture capital and advertising. While the pirate libraries fulfill this
dissident function as a kind of experimental provocation, their content is
audience-specific rather than universal.

_[UbuWeb](http://www.ubuweb.com/resources/index.html)_ , founded in 1996 by
conceptual artist/ writer Kenneth Goldsmith, is the largest online archive of
avant-garde art resources. Its holdings include sound, video and text-based
works dating from the historical avant-garde era to today. While many of the
sites in the “pirate library” continuum source their content through
community-based or peer-to-peer models, UbuWeb focuses on making available out
of print, obscure or difficult to access artistic media, stating that
uploading such historical artifacts doesn’t detract from the physical value of
the work; rather, it enhances it. The website’s philosophy blends the utopian
ideals of avant-garde concrete poetry with the ideals of the digital gift
economy, and it has specifically refused to accept corporate or foundation
funding or adopt a more market-oriented business model.

![](http://i.imgur.com/pHdiL9S.png)

**Pirate Libraries vs. “The Sharing Economy”**

In pirate libraries, information users become archive builders by uploading
often-copyrighted content to shared networks.

Within the so-called “ _[sharing
economy](https://en.wikipedia.org/wiki/Sharing_economy)_ ,” users essentially
lease e-book content from information corporations such as Amazon, which
markets both the Kindle as platform. This centralization of intellectual
property has dire impacts on the openness of the digital book as a
collaborative knowledge-sharing device.

In contrast, the pirate library actualizes a gift economy based on qualitative
and communal rather than monetized exchange. As Mackenzie Wark writes in _A
Hacker Manifesto_ (2004), “The gift is marginal, but nevertheless plays a
vital role in cementing reciprocal and communal relations among people who
otherwise can only confront each other as buyers and sellers of commodities.”

From theorizing new media art to building solidarity against repressive
regimes, such communal information networks can crucially articulate shared
bodies of political and aesthetic desire and meaning. According to author
Matthew Stadler, literature is by nature communal. “Literature is not owned,”
he writes. “It is, by definition, a space of mutually negotiated meanings that
never closes or concludes, a space that thrives on — indeed requires — open
access and sharing.”

In a roundtable discussion published in _New Formations_ , _Aaaaaarg_ founder
Sean Dockray remarks that the site “actively explored and exploited the
affordances of asynchronous, networked communication,” functioning upon the
logic of the hack. Dockray continues: “But all of this is rather commonplace
for what’s called ‘piracy,’ isn’t it?” Pirate librarianship can be thought of
as a practice of civil disobedience within the stringent information
environment of today.

These projects promise both the realization and destruction of the public
library. They promote information democracy while calling the _professional_
institution of the Library into question, allowing amateurs to upload,
catalog, lend and maintain collections. In _Public Library: An Essay_ , Public
Library’s organizers _[write](https://www.memoryoftheworld.org/blog/2014/10/27
/public-library-an-essay/)_ : “With the emergence of the internet…
librarianship has been given an opportunity… to include thousands of amateur
librarians who will, together with the experts, build a distributed peer-to-peer network to care for the catalog of available knowledge.”

Public Library frames amateur librarianship as a free, collaboratively
maintained and democratic activity, drawing upon the language of the French
Revolution and extending it for the 21st century. While these practices are
democratic in form, they are not necessarily democratic in the populist sense;
rather, they focus on bringing high theoretical discourses to people outside
the academy. Accordingly, they attract a modest but engaged audience of
critics, artists, designers, activists, and scholars.

The activities of Aaaaaarg and Public Library may fall closer to ‘ _[peer
preservation](http://computationalculture.net/article/book-piracy-as-peer-preservation)_ ’
than ‘peer production,’ as the desires to share information
widely and to preserve these collections against shutdown often come into
conflict. In a _[recent piece](http://supercommunity.e-flux.com/texts/sharing-instinct/)_ for e-flux coauthored with Lawrence Liang, Dockray accordingly
laments “the unfortunate fact that digital shadow libraries have to operate
somewhat below the radar: it introduces a precariousness that doesn’t allow
imagination to really expand, as it becomes stuck on techniques of evasion,
distribution, and redundancy.”

![](http://i.imgur.com/KFe3chu.png)

UbuWeb and Monoskop, which digitize rare, out-of-print art texts and media
rather than in-print titles, can be said to fulfill the aims of preservation
and access. UbuWeb and Monoskop are openly used and discussed as classroom
resources and in online arts journalism more frequently than the more
aggressively anti-copyright sources; more on-the-record and mainstream
visibility likely -- but doesn’t necessarily -- equate to wider usage.

**From Alternative Space to Alternative Media**

Aaaaaarg _[locates itself as a
‘scaffolding’](http://chtodelat.org/b9-texts-2/vilensky/materialities-of-independent-publishing-a-conversation-with-aaaaarg-chto-delat-i-cite-mute-and-neural/)_ between institutions, a platform that unfolds between institutional
gaps and fills them in, rather than directly opposing them. Over ten years
after it was founded, it continues to provide a community for “niche”
varieties of political critique.

Drawing upon different strains of ‘alternative networking,’ the digital
text-sharing underground gives a voice to those quieted by the mechanisms of
institutional archives, publishing, and galleries. On the one hand, pirate
libraries extend the logic of alternative art spaces/artist-run spaces that
challenge the “white cube” and the art market; instead, they showcase ways of
making that are often ephemeral, performative, and anti-commercial.

Lawrence Liang refers to projects such as Aaaaaarg as “ _[ludic
libraries](http://supercommunity.e-flux.com/texts/sharing-instinct/)_ ,” as
they encourage a sense of intellectual play that deviates from well-
established norms of utility, seriousness, purpose, and property.

Just as alternative, community-oriented art spaces promote “fringe” art forms,
the pirate libraries build upon open digital architectures to promote “fringe”
scholarship, art, technological and archival practices. Though the comparison
between physical architecture and virtual architecture is a metaphor here, the
impact upon creative communities runs parallel.

At the same time, the digital text-sharing underground builds upon Robert W.
McChesney’s calls in _Digital Disconnect_ for a democratic media system that
promotes the expansion of public, student and community journalism. A truly
heterogeneous media system, for McChesney, would promote a multiplicity of
opinions, supplementing for-profit mass media with a substantial and varied
portion of nonprofit and independent media.

In order to create a political system – and a media system – that reflects
multiple interests, rather than the supposedly neutral status quo, we must
support truly free, not-for-profit alternatives to corporate journalism and
“clickbait” media designed to lure traffic for advertisers. We must support
creative platforms that encourage blending high-academic language with pop-
culture; quantitative analysis with art-making; appropriation with
authenticity: the pirate libraries serve just these purposes.

Pirate libraries help bring about what Gary Hall calls the “unbound book” as
text-form; as he writes, we can perceive such a digital book “as liquid and
living, open to being continually updated and collaboratively written, edited,
annotated, critiqued, updated, shared, supplemented, revised, re-ordered,
reiterated and reimagined.” These projects allow us to re-imagine both
archival practices and the digital book for social networks based on the gift.

Aaaaaarg, Monoskop, UbuWeb, and Public Library build a record of critical and
artistic discourse that is held in common, user-responsive and networkable.
Amateur librarians sustain these projects through technological ‘hacks’ that
innovate upon present archival tools and push digital preservation practices
forward.

Pirate libraries critique the ivory tower’s monopoly over the digital book.
They posit a space where alternative communities can flourish.

Between the cracks of the new information capital, the digital text-sharing
underground fosters the coming-into-being of another kind of information
society, one in which the historical record is the democratically-shared basis
for new forms of knowledge.

From this we should take away the understanding that _piracy is normal_ and
the public domain it builds is abundant. While these practices will continue
just beneath the official surface of the information economy, it is high time
for us to demand that our legal structures catch up.



hacker in Mars & Medak 2019


Mars & Medak
System of a Takedown
2019


System of a Takedown: Control and De-­commodification in the Circuits of Academic Publishing
Marcell Mars and Tomislav Medak

Since 2012 the Public Library/Memory of the World1 project has
been developing and publicly supporting scenarios for massive
disobedience against the current regulation of production and
circulation of knowledge and culture in the digital realm. While
the significance of that year may not be immediately apparent to
everyone, across the peripheries of an unevenly developed world
of higher education and research it produced a resonating void.
The takedown of the book-­sharing site Library.nu in early 2012
gave rise to an anxiety that the equalizing effect that its piracy
had created—­the fact that access to the most recent and relevant
scholarship was no longer a privilege of rich academic institutions
in a few countries of the world (or, for that matter, the exclusive
preserve of academia to begin with)—­would simply disappear into
thin air. While alternatives within these peripheries quickly filled
the gap, it was only through an unlikely set of circumstances that
they were able to do so, let alone continue to exist in light of the
legal persecution they now also face.

48

The starting point for the Public Library/Memory of the World
project was a simple consideration: the public library is the institutional form that societies have devised in order to make knowledge
and culture accessible to all their members regardless of social or
economic status. There’s a political consensus that this principle of
access is fundamental to the purpose of a modern society. Yet, as
digital networks have radically expanded the access to literature
and scientific research, public libraries were largely denied the
ability to extend to digital “objects” the kind of de-­commodified
access they provide in the world of print. For instance, libraries
frequently don’t have the right to purchase e-­books for lending and
preservation. If they do, they are limited by how many times—­
twenty-­six in the case of one publisher—­and under what conditions
they can lend them before not only the license but the “object”
itself is revoked. In the case of academic journals, it is even worse:
as they move to predominantly digital models of distribution,
libraries can provide access to and “preserve” them only for as
long as they pay extortionate prices for ongoing subscriptions. By
building tools for organizing and sharing electronic libraries, creating digitization workflows, and making books available online, the
Public Library/Memory of the World project is aimed at helping to
fill the space that remains denied to real-­world public libraries. It is
obviously not alone in this effort. There are many other platforms,
some more public, some more secretive, working to help people
share books. And the practice of sharing is massive.
—­https://www.memoryoftheworld.org

Capitalism and Schizophrenia
New media remediate old media. Media pay homage to their
(mediatic) predecessors, which themselves pay homage to their
own (mediatic) predecessors. Computer graphics remediate film,
which remediates photography, which remediates painting, and so
on (McLuhan 1965, 8; Bolter and Grusin 1999). Attempts to understand new media technologies always settle on a set of metaphors

(of the old and familiar), in order to approximate what is similar,
and yet at the same time name the new. Every such metaphor has
its semiotic distance, decay, or inverse-­square law that draws the
limit how far the metaphor can go in its explanation of the phenomenon to which it is applied. The intellectual work in the Age of
Mechanical Reproduction thus received an unfortunate metaphor:
intellectual property. A metaphor modeled on the scarce and
exclusive character of property over land. As the Age of Mechanical
Reproduction became more and more the Age of Discrete and
Digital Reproduction, another metaphor emerged, one that reveals
the quandary left after decades of decay resulting from the increasing distanciation of intellectual property from the intellectual work
it seeks to regulate, and that metaphor is: schizophrenia.
Technologies compete with each other—­the discrete and the
digital thus competes with the mechanical—­and the aftermath of
these clashes can be dramatic. People lose their jobs, companies
go bankrupt, disciplines lose their departments, and computer
users lose their old files. More often than not, clashes between
competing technologies create antagonisms between different
social groups. Their voices are (sometimes) heard, and society tries
to balance their interests.
If the institutional remedies cannot resolve the social antagonism,
the law is called on to mediate. Yet in the present, the legal system
only reproduces the schizoid impasse where the metaphor of property over land is applied to works of intellect that have in practical
terms become universally accessible in the digital world. Court
cases do not result in a restoration of balance but rather in the
confirmation of entrenched interests. It is, however, not necessary
that courts act in such a one-­sided manner. As Cornelia Vismann
(2011) reminds us in her analysis of the ancient roots of legal mediation, the juridical process has two facets: first, a theatrical aspect
that has common roots with the Greek dramatic theatre and its
social function as a translator of a matter of conflict into a case for
weighted juridical debate; second, an agonistic aspect not unlike a
sporting competition where a winner has to be decided, one that

49

50

leads to judgment and sanction. In the matter of copyright versus
access, however, the fact that courts cannot look past the metaphor of intellectual property, which reduces any understanding of
our contemporary technosocial condition to an analogy with the
scarcity-­based language of property over land, has meant that they
have failed to adjudicate a matter of conflict between the equalizing effects of universal access to knowledge and the guarantees of
rightful remuneration for intellectual labor into a meaningful social
resolution. Rather they have primarily reasserted the agonistic
aspect by supporting exclusively the commercial interests of large
copyright industries that structure and deepen that conflict at the
societal level.
This is not surprising. As many other elements of contemporary
law, the legal norms of copyright were articulated and codified
through the centuries-­long development of the capitalist state
and world-system. The legal system is, as Nicos Poulantzas (2008,
25–­26) suggests, genetically structured by capitalist development.
And yet at the same time it is semi-­autonomous; the development
of its norms and institutional aspects is largely endogenous and
partly responsive to the specific needs of other social subsystems.
Still, if the law and the courts are the codified and lived rationality
of a social formation, then the choice of intellectual property as a
metaphor in capitalist society comes as no surprise, as its principal
objective is to institute a formal political-­economic framework for
the commodification of intellectual labor that produces knowledge
and culture. There can be no balance, only subsumption and
accumulation. Capitalism and schizophrenia.
Schizophrenia abounds wherever the discrete and the digital
breaking barriers to access meets capitalism. One can only wonder
how the conflicting interests of different divisions get disputed
and negotiated in successful corporate giants like Sony Group
where Sony Pictures Entertainment,2 Sony Music Entertainment3
and Sony Computer Entertainment coexist under the same roof
with the Sony Electronics division, which invented the Walkman
back in 1979 and went on to manufacture devices and gadgets like

home (and professional) audio and video players/recorders (VHS,
Betamax, TV, HiFi, cassette, CD/DVD, mp3, mobile phones, etc.),
storage devices, personal computers, and game consoles. In the
famous 1984 Betamax case (“Sony Corp. of America v. Universal
City Studios, Inc.,” Wikipedia 2015), Universal Studios and the Walt
Disney Company sued Sony for aiding copyright infringement with
their Betamax video recorders. Sony won. The court decision in
favor of fair use rather than copyright infringement laid the legal
ground for home recording technology as the foundation of future
analog, and subsequently digital, content sharing.
Five years later, Sony bought its first major Hollywood studio:
Columbia Pictures. In 2004 Sony Music Entertainment merged with
Bertelsmann Music Group to create Sony BMG. However, things
changed as Sony became the content producer and we entered the
age of the discrete and the digital. Another five years later, in 2009,
Sony BMG sued Joel Tenenbaum for downloading and then sharing
thirty-­one songs. The jury awarded US$675,000 to the music
companies (US$22,000 per song). This is known as “the second
file-­sharing case.” “The first file-­sharing case” was 2007’s Capitol Records, Inc. v. Thomas-­Rasset, which concerned the downloading of
twenty-­four songs. In the second file-­sharing case, the jury awarded
music companies US$1,920,000 in statutory damages (US$80,000
per song). The defendant, Jammie Thomas, was a Native American
mother of four from Brainerd, Minnesota, who worked at the time
as a natural resources coordinator for the Mille Lacs Band of the
Native American Ojibwe people. The conflict between access and
copyright took a clear social relief.
Encouraged by the court decisions in the years that followed, the
movie and music industries have started to publicly claim staggering numbers in annual losses: US$58 billion and 370,000 lost jobs
in the United States alone. The purported losses in sales were,
however, at least seven times bigger than the actual losses and,
if the jobs figures had been true, after only one year there would
have been no one left working in the content industry (Reid 2012).
Capitalism and schizophrenia.

51

52

If there is a reason to make an exception from the landed logic of
property being imposed onto the world of the intellect, a reason
to which few would object, it would be for access for educational
purposes. Universities in particular give an institutional form to
the premise that equal access to knowledge is a prerequisite for
building a society where all people are equal.
In this noble endeavor to make universal access to knowledge
central to social development, some universities stand out more
than the others. Consider, for example, the Massachusetts Institute
of Technology (MIT). The Free Culture and Open Access movements
have never hidden their origins, inspiration, and model in the
success of the Free Software Movement, which was founded in
1984 by Richard Stallman while he was working at the MIT Artificial
Intelligence lab. It was at the MIT Museum that the “Hall of Hacks”
was set up to proudly display the roots of hacking culture. Hacking
culture at MIT takes many shapes and forms. MIT hackers famously
put a fire truck (2006) and a campus police car (1994) onto the
roof of the Great Dome of the campus’s Building 10; they landed
(and then exploded) a weather balloon onto the pitch of Harvard
Stadium during a Harvard–­Yale football game; turned the quote
that “getting an education from MIT is like taking a drink from a Fire
Hose” into a literal fire hydrant serving as a drinking fountain in
front of the largest lecture hall on campus; and many, many other
“hacks” (Peterson 2011).
The World Wide Web Consortium was founded at MIT in 1993.
Presently its mission states as its goal “to enable human communication, commerce, and opportunities to share knowledge,”
on the principles of “Web for All” and the corresponding, more
technologically focused “Web on Everything.” Similarly, MIT began
its OpenCourseWare project in 2002 in order “to publish all of
[MIT’s] course materials online and make them widely available to
everyone” (n.d.). The One Laptop Per Child project was created in
2005 in order to help children “learn, share, create, and collaborate” (2010). Recently the MIT Media Lab (2017) has even started its
own Disobedience Award, which “will go to a living person or group

engaged in what we believe is extraordinary disobedience for
the benefit of society . . . seeking both expected and unexpected
nominees.” When it comes to the governance of access to MIT’s
own resources, it is well known that anyone who is registered and
connected to the “open campus” wireless network, either by being
physically present or via VPN, can search JSTOR, Google Scholar,
and other databases in order to access otherwise paywalled journals from major publishers such as Reed Elsevier, Wiley-­Blackwell,
Springer, Taylor and Francis, or Sage.
The MIT Press has also published numerous books that we love
and without which we would have never developed the Public
Library/Memory of the World project to the stage where it is now.
For instance, only after reading Markus Krajewski’s Paper Machines: About Cards & Catalogs, 1548–­1929 (2011) and learning how
conceptually close librarians came to the universal Turing machine
with the invention of the index card catalog did we center the
Public Library/Memory of the World around the idea of the catalog.
Eric von Hippel’s Democratizing Innovation (2005) taught us how end
users could become empowered to innovate and accordingly we
have built our public library as a distributed network of amateur
librarians acting as peers sharing their catalogs and books. Sven
Spieker’s The Big Archive: Art from Bureaucracy (2008) showed us the
exciting hybrid meta-­space between psychoanalysis, media theory,
and conceptual art one could encounter by visiting the world of
catalogs and archives. Understanding capitalism and schizophrenia would have been hard without Semiotext(e)’s translations of
Deleuze and Guattari, and remaining on the utopian path would
have been impossible if not for our reading of Cybernetic Revolutionaries (Medina 2011), Imagine No Possessions (Kiaer 2005), or Art
Power (Groys 2008).

Our Road into Schizophrenia, Commodity
Paradox, Political Strategy
Our vision for the Public Library/Memory of the World resonated
with many people. After the project initially gained a large number

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of users, and was presented in numerous prominent artistic
venues such as Museum Reina Sofía, Transmediale, Württembergischer Kunstverein, Calvert22, 98weeks, and many more, it was no
small honor when Eric Kluitenberg and David Garcia invited us to
write about the project for an anthology on tactical media that was
to be published by the MIT Press. Tactical media is exactly where
we would situate ourselves on the map. Building on Michel de
Certeau’s concept of tactics as agency of the weak operating in the
terrain of strategic power, the tactical media (Tactical Media Files
2017) emerged in the political and technological conjuncture of the
1990s. Falling into the “art-­into-­life” lineage of historic avant-­gardes,
Situationism, DIY culture, techno-­hippiedom, and media piracy, it
constituted a heterogeneous field of practices and a manifestly
international movement that combined experimental media and
political activism into interventions that contested the post–­Cold
War world of global capitalism and preemptive warfare on a hybrid
terrain of media, institutions, and mass movements. Practices of
tactical media ranged from ephemeral media pranks, hoaxes, and
hacktivism to reappropriations of media apparatuses, institutional
settings, and political venues. We see our work as following in
that lineage of recuperation of the means of communication from
their capture by personal and impersonal structures of political or
economic power.
Yet the contract for our contribution that the MIT Press sent us in
early 2015 was an instant reminder of the current state of affairs
in academic publishing: in return for our contribution and transfer
of our copyrights, we would receive no compensation: no right to
wage and no right to further distribute our work.
Only weeks later our work would land us fully into schizophrenia:
the Public Library/Memory of the World received two takedown
notices from the MIT Press for books that could be found in its
back then relatively small yet easily discoverable online collection
located at https://library.memoryoftheworld.org, including a notice
for one of the books that had served as an inspiration to us: Art
Power. First, no wage and, now, no access. A true paradox of the

present-­day system of knowledge production: products of our
labor are commodities, yet the labor-­power producing them is
denied the same status. While the project’s vision resonates with
many, including the MIT Press, it has to be shut down. Capitalism
and schizophrenia.4
Or, maybe, not. Maybe we don’t have to go down that impasse.
Starting from the two structural circumstances imposed on us by
the MIT Press—­the denial of wage and the denial of access—­we
can begin to analyze why copyright infringement is not merely, as
the industry and the courts would have it, a matter of illegality. But
rather a matter of legitimate action.
Over the past three decades a deep transformation, induced by
the factors of technological change and economic restructuring,
has been unfolding at different scales, changing the way works
of culture and knowledge are produced and distributed across
an unevenly developed world. As new technologies are adopted,
generalized, and adapted to the realities of the accumulation
process—­a process we could see unfolding with the commodification of the internet over the past fifteen years—­the core and
the periphery adopt different strategies of opposition to the
inequalities and exclusions these technologies start to reproduce.
The core, with its emancipatory and countercultural narratives,
pursues strategies that develop legal, economic, or technological
alternatives. However, these strategies frequently fail to secure
broader transformative effects as the competitive forces of the
market appropriate, marginalize, or make obsolete the alternatives
they advocate. Such seems to have been the destiny of much of the
free software, open access, and free culture alternatives that have
developed over this period.
In contrast, the periphery, in order to advance, relies on strategies
of “stealing” that bypass socioeconomic barriers by refusing to
submit to the harmonized regulation that sets the frame for global
economic exchange. The piracy of intellectual property or industrial
secrets thus creates a shadow system of exchange resisting the

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asymmetries of development in the world economy. However, its
illegality serves as a pretext for the governments and companies of
the core to devise and impose further controls over the technosocial systems that facilitate these exchanges.
Both strategies develop specific politics—­a politics of reform, on
the one hand, and a politics of obfuscation and resistance, on the
other—­yet both are defensive politics that affirm the limitations
of what remains inside and what remains outside of the politically
legitimate.
The copyright industry giants of the past and the IT industry giants
of the present are thus currently sorting it out to whose greater
benefit will this new round of commodification work out. For those
who find themselves outside of the the camps of these two factions
of capital, there’s a window of opportunity, however, to reconceive
the mode of production of literature and science that has been
with us since the beginning of the print trade and the dawn of capitalism. It’s a matter of change, at the tail end of which ultimately
lies a dilemma: whether we’re going to live in a more equal or a
more unjust, a more commonised or a more commodified world.

Authorship, Law, and Legitimacy
Before we can talk of such structural transformation, the normative
question we expect to be asked is whether something that is considered a matter of law and juridical decision can be made a matter
of politics and political process. Let’s see.
Copyright has a fundamentally economic function—­to unambiguously establish individualized property in the products of creative
labor. A clear indication of this economic function is the substantive requirement of originality that the work is expected to have
in order to be copyrightable. Legal interpretations set a very low
standard on what counts as original, as their function is no more
than to demarcate one creative contribution from another. Once
a legal title is unambiguously assigned, there is a person holding

property with whose consent the contracting, commodification,
and marketing of the work can proceed.5 In that respect copyright
is not that different from the requirement of formal freedom that
is granted to a laborer to contract out their own labor-­power as a
commodity to capital, giving capital authorization to extract maximum productivity and appropriate the products of the laborer’s
labor.6 Copyright might be just a more efficient mechanism of
exploitation as it unfolds through selling of produced commodities
and not labor power. Art market obscures and mediates the
capital-­labor relation
When we talk today of illegal copying, we primarily mean an
infringement of the legal rights of authors and publishers. There’s an
immediate assumption that the infringing practice of illegal copying
and distribution falls under the domain of juridical sanction, that it is
a matter of law. Yet if we look to the history of copyright, the illegality
of copying was a political matter long before it became a legal one.
Publisher’s rights, author’s rights, and mechanisms of reputation—­
the three elements that are fundamental to the present-­day
copyright system—­all have their historic roots in the context of
absolutism and early capitalism in seventeenth-­and eighteenth-­
century Europe. Before publishers and authors were given a
temporary monopoly over the exploitation of their publications
instituted in the form of copyright, they were operating in a system
where they were forced to obtain a privilege to print books from
royal censors. The first printing privileges granted to publishers, in
early seventeenth-­century Great Britain,7 came with the responsibility of publishers to control what was being published and
disseminated in a growing body of printed matter that started to
reach the public in the aftermath of the invention of print and the
rise of the reading culture. The illegality in these early days of print
referred either to printing books without the permission of the
censor or printing books that were already published by another
printer in the territory where the censor held authority. The transition from the privilege tied to the publisher to the privilege tied to
the natural person of the author would unfold only later.

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58

In the United Kingdom this transition occurred as the guild of
printers, Stationers’ Company, failed to secure the extension of its
printing monopoly and thus, in order to continue with its business,
decided to advocate the introduction of copyright for the authors
instead. This resulted in the passing of the Copyright Act of 1709,
also known as the Statute of Anne (Rose 2010). The censoring
authority and enterprising publishers now proceeded in lockstep to
isolate the author as the central figure in the regulation of literary
and scientific production. Not only did the author receive exclusive
rights to the work, the author was also made—­as Foucault has
famously analyzed (Foucault 1980, 124)—­the identifiable subject of
scrutiny, censorship, and political sanction by the absolutist state.
Although the Romantic author slowly took the center stage in
copyright regulations, economic compensation for the work would
long remain no more than honorary. Until well into the eighteenth
century, literary writing and creativity in general were regarded as
resulting from divine inspiration and not the individual genius of
the author. Writing was a work of honor and distinction, not something requiring an honest day’s pay.8 Money earned in the growing
printing industry mostly stayed in the pockets of publishers, while
the author received literally an honorarium, a flat sum that served
as a “token of esteem” (Woodmansee 1996, 42). It is only once
authors began to voice demands for securing their material and
political independence from patronage and authority that they also
started to make claims for rightful remuneration.
Thus, before it was made a matter of law, copyright was a matter of
politics and economy.

Copyright, Labor, and Economic Domination
The full-­blown affirmation of the Romantic author-­function marks
the historic moment where a compromise is established between
the right of publishers to the economic exploitation of works and
the right of authors to rightful compensation for those works. Economically, this redistribution from publishers to authors was made

possible by the expanding market for printed books in the eighteenth and nineteenth centuries, while politically this was catalyzed
by the growing desire for the autonomy of scientific and literary
production from the system of feudal patronage and censorship
in gradually liberalizing and modernizing capitalist societies. The
newfound autonomy of production was substantially coupled to
production specifically for the market. However, this irenic balance
could not last for very long. Once the production of culture and
science was subsumed under the exigencies of the generalized
market, it had to follow the laws of commodification and competition from which no form of commodity production can escape.
By the beginning of the twentieth century, copyright expanded to
a number of other forms of creativity, transcending its primarily
literary and scientific ambit and becoming part of the broader
set of intellectual property rights that are fundamental to the
functioning and positioning of capitalist enterprise. The corporatization of the production of culture and knowledge thus brought
about a decisive break from the Romantic model that singularized
authorship in the person of the author. The production of cultural
commodities nowadays involves a number of creative inputs from
both credited (but mostly unwaged) and uncredited (but mostly
waged) contributors. The “moral rights of the author,” a substantive
link between the work and the person of the author, are markedly
out of step with these realities, yet they still perform an important
function in the moral economy of reputation, which then serves as
the legitimation of copyright enforcement and monopoly. Moral
rights allow easy attribution; incentivize authors to subsidize
publishers by self-­financing their own work in the hope of topping
the sales charts, rankings, or indexes; and help markets develop
along winner-­takes-­all principles.
The level of concentration in industries primarily concerned with
various forms of intellectual property rights is staggering. The film
industry is a US$88 billion industry dominated by six major studios
(PwC 2015c). The recorded music industry is an almost US$20
billion industry dominated by only three major labels (PwC 2015b).

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The publishing industry is a US$120 billion industry where the
leading ten companies earn in revenues more than the next forty
largest publishing groups (PwC 2015a; Wischenbart 2014).

The Oligopoly and Academic Publishing
Academic publishing in particular draws the state of play into stark
relief. It’s a US$10 billion industry dominated by five publishers and
financed up to 75 percent from library subscriptions. It’s notorious
for achieving extreme year-­on-­year profit margins—­in the case of
Reed Elsevier regularly over 30 percent, with Taylor and Francis,
Springer, Wiley-­Blackwell and Sage barely lagging behind (Larivière,
Haustein, and Mongeon 2015). Given that the work of contributing
authors is not paid but rather financed by their institutions (provided, that is, that they are employed at an institution) and that
these publications nowadays come mostly in the form of electronic
articles licensed under subscription for temporary use to libraries
and no longer sold as printed copies, the public interest could be
served at a much lower cost by leaving commercial closed-­access
publishers out of the equation entirely.
But that cannot be done, of course. The chief reason for this is that
the system of academic reputation and ranking based on publish-­
or-­perish principles is historically entangled with the business of
academic publishers. Anyone who doesn’t want to put their academic career at risk is advised to steer away from being perceived
as reneging on that not-­so-­tacit deal. While this is patently clear
to many in academia, opting for the alternative of open access
means not playing by the rules, and not playing by the rules can
have real-­life consequences, particularly for younger academics.
Early career scholars have to publish in prestigious journals if they
want to advance in the highly competitive and exclusive system of
academia (Kendzior 2012).
Copyright in academic publishing has thus become simply a mechanism of the direct transfer of economic power from producers to
publishers, giving publishers an instrument for maintaining their

stranglehold on the output of academia. But publishers also have
control over metrics and citation indexes, pandering to the authors
with better tools for maximizing their impact and self-­promotion.
Reputation and copyright are extortive instruments that publishers
can wield against authors and the public to prevent an alternative
from emerging.9
The state of the academic publishing business signals how the
“copyright industries” in general might continue to control the
field as their distribution model now transitions to streaming or
licensed-­access models. In the age of cloud computing, autonomous infrastructures run by communities of enthusiasts are
becoming increasingly a thing of the past. “Copyright industries,”
supported by the complicit legal system, now can pressure proxies
for these infrastructures, such as providers of server colocation,
virtual hosting, and domain-­name network services, to enforce
injunctions for them without ever getting involved in direct, costly
infringement litigation. Efficient shutdowns of precarious shadow
systems allow for a corporate market consolidation wherein the
majority of streaming infrastructures end up under the control of a
few corporations.

Illegal Yet Justified, Collective Civil
Disobedience, Politicizing the Legal
However, when companies do resort to litigation or get involved in
criminal proceedings, they can rest assured that the prosecution
and judicial system will uphold their interests over the right of
public to access culture and knowledge, even when the irrationality
of the copyright system lies in plain sight, as it does in the case of
academic publishing. Let’s look at two examples:
On January 6, 2011, Aaron Swartz, a prominent programmer
and hacktivist, was arrested by the MIT campus police and U.S.
Secret Service on charges of having downloaded a large number
of academic articles from the JSTOR repository. While JSTOR, with
whom Swartz reached a settlement and to whom he returned the

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files, and, later, MIT, would eventually drop the charges, the federal
prosecution decided nonetheless to indict Swartz on thirteen
criminal counts, potentially leading to fifty years in prison and a
US$1 million fine. Under growing pressure by the prosecution
Swartz committed suicide on January 11, 2013.
Given his draconian treatment at the hands of the prosecution
and the absence of institutions of science and culture that would
stand up and justify his act on political grounds, much of Swartz’s
defense focused on trying to exculpate his acts, to make them less
infringing or less illegal than the charges brought against him had
claimed, a rational course of action in irrational circumstances.
However, this was unfortunately becoming an uphill battle as the
prosecution’s attention was accidentally drawn to a statement
written by Swartz in 2008 wherein he laid bare the dysfunctionality
of the academic publishing system. In his Guerrilla Open Access
Manifesto, he wrote: “The world’s entire scientific and cultural heritage, published over centuries in books and journals, is increasingly
being digitized and locked up by a handful of private corporations. . . . Forcing academics to pay money to read the work of their
colleagues? Scanning entire libraries but only allowing the folks at
Google to read them? Providing scientific articles to those at elite
universities in the First World, but not to children in the Global
South? It’s outrageous and unacceptable.” After a no-­nonsense
diagnosis followed an even more clear call to action: “We need
to download scientific journals and upload them to file sharing
networks. We need to fight for Guerilla Open Access” (Swartz 2008).
Where a system has failed to change unjust laws, Swartz felt, the
responsibility was on those who had access to make injustice a
thing of the past.
Whether Swartz’s intent actually was to release the JSTOR repository remains subject to speculation. The prosecution has never
proven that it was. In the context of the legal process, his call to
action was simply taken as a matter of law and not for what it
was—­a matter of politics. Yet, while his political action was pre-

empted, others have continued pursuing his vision by committing
small acts of illegality on a massive scale. In June 2015 Elsevier won
an injunction against Library Genesis, the largest illegal repository
of electronic books, journals, and articles on the Web, and its
subsidiary platform for accessing academic journals, Sci-­hub. A
voluntary and noncommercial project of anonymous scientists
mostly from Eastern Europe, Sci-­hub provides as of end of 2015
access to more than 41 million academic articles either stored
in its database or retrieved through bypassing the paywalls of
academic publishers. The only person explicitly named in Elsevier’s
lawsuit was Sci-­hub’s founder Alexandra Elbakyan, who minced no
words: “When I was working on my research project, I found out
that all research papers I needed for work were paywalled. I was
a student in Kazakhstan at the time and our university was not
subscribed to anything” (Ernesto 2015). Being a computer scientist,
she found the tools and services on the internet that allowed her to
bypass the paywalls. At first, she would make articles available on
internet forums where people would file requests for the articles
they needed, but eventually she automated the process, making
access available to everyone on the open web. “Thanks to Elsevier’s
lawsuit, I got past the point of no return. At this time I either have
to prove we have the full right to do this or risk being executed like
other ‘pirates’ . . . If Elsevier manages to shut down our projects or
force them into the darknet, that will demonstrate an important
idea: that the public does not have the right to knowledge. . . .
Everyone should have access to knowledge regardless of their
income or affiliation. And that’s absolutely legal. Also the idea
that knowledge can be a private property of some commercial
company sounds absolutely weird to me” (Ernesto 2015).
If the issue of infringement is to become political, a critical mass
of infringing activity has to be achieved, access technologically
organized, and civil disobedience collectively manifested. Only in
this way do the illegal acts stand a chance of being transformed
into the legitimate acts.

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Where Law Was, there Politics Shall Be
And thus we have made a full round back to where we started. The
parallel development of liberalism, copyright, and capitalism has
resulted in a system demanding that the contemporary subject
act in accordance with two opposing tendencies: “more capitalist
than capitalist and more proletarian than proletariat” (Deleuze
and Guattari 1983, 34). Schizophrenia is, as Deleuze and Guattari
argue, a condition that simultaneously embodies two disjunctive
positions. Desire and blockage, flow and territory. Capitalism is
the constant decoding of social blockages and territorializations
aimed at liberating the production of desires and flows further
and further, only to oppose them at its extreme limit. It decodes
the old socius by means of private property and commodity
production, privatization and abstraction, the flow of wealth and
flows of workers (140). It allows contemporary subjects—­including
corporate entities such as the MIT Press or Sony—­to embrace their
contradictions and push them to their limits. But capturing them in
the orbit of the self-­expanding production of value, it stops them
at going beyond its own limit. It is this orbit that the law sanctions
in the present, recoding schizoid subjects into the inevitability of
capitalism. The result is the persistence of a capitalist reality antithetical to common interest—­commercial closed-­access academic
publishing—­and the persistence of a hyperproletariat—­an intellectual labor force that is too subsumed to organize and resist the
reality that thrives parasitically on its social function. It’s a schizoid
impasse sustained by a failed metaphor.
The revolutionary events of the Paris Commune of 1871, its mere
“existence” as Marx has called it,10 a brief moment of “communal
luxury” set in practice as Kristin Ross (2015) describes it, demanded
that, in spite of any circumstances and reservations, one takes a
side. And such is our present moment of truth.
Digital networks have expanded the potential for access and
created an opening for us to transform the production of knowledge and culture in the contemporary world. And yet they have
likewise facilitated the capacity of intellectual property industries

to optimize, to cut out the cost of printing and physical distribution.
Digitization is increasingly helping them to control access, expand
copyright, impose technological protection measures, consolidate
the means of distribution, and capture the academic valorization
process.
As the potential opening for universalizing access to culture and
knowledge created by digital networks is now closing, attempts at
private legal reform such as Creative Commons licenses have had
only a very limited effect. Attempts at institutional reform such as
Open Access publishing are struggling to go beyond a niche. Piracy
has mounted a truly disruptive opposition, but given the legal
repression it has met with, it can become an agent of change only if
it is embraced as a kind of mass civil disobedience. Where law was,
there politics shall be.
Many will object to our demand to replace the law with politicization. Transitioning from politics to law was a social achievement
as the despotism of political will was suppressed by legal norms
guaranteeing rights and liberties for authors; this much is true. But
in the face of the draconian, failed juridical rationality sustaining
the schizoid impasse imposed by economic despotism, these developments hold little justification. Thus we return once more to the
words of Aaron Swartz to whom we remain indebted for political
inspiration and resolve: “There is no justice in following unjust laws.
It’s time to come into the light and, in the grand tradition of civil
disobedience, declare our opposition to this private theft of public
culture. . . . With enough of us, around the world, we’ll not just send
a strong message opposing the privatization of knowledge—­we’ll
make it a thing of the past. Will you join us?” (Swartz 2008).

Notes
1

We initially named our project Public Library because we have developed it
as a technosocial project from a minimal definition that defines public library
as constituted by three elements: free access to books for every member of
a society, a library catalog, and a librarian (Mars, Zarroug and Medak, 2015).
However, this definition covers all public libraries and shadow libraries
complementing the work of public libraries in providing digital access. We have
thus decided to rename our project as Memory of the World, after our project’s

65

initial domain name. This is a phrase coined by Henri La Fontaine, whose men-

66

tion we found in Markus Krajewski’s Paper Machines (2011). It turned out that
UNESCO runs a project under the same name with the objective to preserve
valuable archives for the whole of humanity. We have appropriated that objective. Given that this change has happened since we drafted the initial version
of this text in 2015, we’ll call our project in this text with a double name Public
Library/Memory of the World.
2

Sony Pictures Entertainment became the owner of two (MGM, Columbia Pictures) out of eight Golden Age major movie studios (“Major Film Studio,” Wikipedia 2015).

3

In 2012 Sony Music Entertainment is one of the Big Three majors (“Record
Label,” Wikipedia 2015).

4

Since this anecdote was recounted by Marcell in his opening keynote in the
Terms of Media II conference at Brown University, we have received another
batch of takedown notices from the MIT Press. It seemed as no small irony,
because at the time the Terms of Media conference reader was rumored to be
distributed by the MIT Press.

5

“In law, authorship is a point of origination of a property right which, thereafter, like other property rights, will circulate in the market, ending up in the
control of the person who can exploit it most profitably. Since copyright serves
paradoxically to vest authors with property only to enable them to divest that
property, the author is a notion which needs only to be sustainable for an
instant” (Bently 1994).

6

For more on the formal freedom of the laborer to sell his labor-­power, see
chapter 6 of Marx’s Capital (1867).

7

For a more detailed account of the history of printing privilege in Great Britain,
but also the emergence of peer review out of the self-­censoring performed by
the Royal Academy and Académie de sciences in return for the printing privilege, see Biagioli 2002.

8

The transition of authorship from honorific to professional is traced in Woodmansee 1996.

9

Not all publishers are necessarily predatory. For instance, scholar-­led open-­
access publishers, such as those working under the banner of Radical Open
Access (http://radicaloa.disruptivemedia.org) have been experimenting with
alternatives to the dominant publishing models, workflows, and metrics, radicalizing the work of conventional open access, which has by now increasingly
become recuperated by big for-­profit publishers, who see in open access an
opportunity to assume the control over the economy of data in academia.
Some established academic publishers, too, have been open to experiments
that go beyond mere open access and are trying to redesign how academic
writing is produced, made accessible, and valorized. This essay has the good
fortune of appearing as a joint publication of two such publishers: Meson Press
and University of Minnesota Press.

10

“The great social measure of the Commune was its own working existence”
(Marx 1871).

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Press.
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hacker 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.

235


hacker in Mattern 2014


Mattern
Library as Infrastructure
2014


# Library as Infrastructure

Reading room, social service center, innovation lab. How far can we stretch
the public library?

Shannon Mattern

June 2014

__Add to List

#### Share

* __
* __
* __

[![](https://placesjournal.org/wp-content/uploads/2014/06/mattern-library-
infrastructure-1x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06
/mattern-library-infrastructure-1x.jpg)Left: Rijksmuseum Library, Amsterdam.
[Photo by[Ton Nolles](https://www.flickr.com/photos/tonnolles/9428619486/)]
Right: Google data center in Council Bluffs, Iowa. [Photo by Google/Connie
Zhou]

Melvil Dewey was a one-man Silicon Valley born a century before Steve Jobs. He
was the quintessential Industrial Age entrepreneur, but unlike the Carnegies
and Rockefellers, with their industries of heavy materiality and heavy labor,
Dewey sold ideas. His ambition revealed itself early: in 1876, shortly after
graduating from Amherst College, he copyrighted his library classification
scheme. That same year, he helped found the American Library Association,
served as founding editor of _Library_ _Journal_ , and launched the American
Metric Bureau, which campaigned for adoption of the metric system. He was 24
years old. He had already established the Library Bureau, a company that sold
(and helped standardize) library supplies, furniture, media display and
storage devices, and equipment for managing the circulation of collection
materials. Its catalog (which would later include another Dewey invention,
[the hanging vertical
file](http://books.google.com/books?id=_YuWb0uptwAC&pg=PA112&dq=vertical+file+%22library+bureau%22+date:1900-1900&lr=&as_brr=0#v=onepage&q=vertical%20file%20%22library%20bureau%22%20date%3A1900-1900&f=false))
represented the library as a “machine” of uplift and enlightenment that
enabled proto-Taylorist approaches to public education and the provision of
social services. As chief librarian at Columbia College, Dewey established the
first library school — called, notably, the School of Library _Economy_ —
whose first class was 85% female; then he brought the school to Albany, where
he directed the New York State Library. In his spare time, he founded the Lake
Placid Club and helped win the bid for the 1932 Winter Olympics.

Dewey was thus simultaneously in the furniture business, the office-supply
business, the consulting business, the publishing business, the education
business, the human resources business, and what we might today call the
“knowledge solutions” business. Not only did he recognize the potential for
monetizing and cross-promoting his work across these fields; he also saw that
each field would be the better for it. His career (which was not without its
[significant
controversies](http://query.nytimes.com/gst/abstract.html?res=9A06E0D7163DE733A25755C1A9649C946497D6CF))
embodied a belief that classification systems and labeling standards and
furniture designs and people work best when they work towards the same end —
in other words, that intellectual and material systems and labor practices are
mutually constructed and mutually reinforcing.

Today’s libraries, Apple-era versions of the Dewey/Carnegie institution,
continue to materialize, at multiple scales, their underlying bureaucratic and
epistemic structures — from the design of their web interfaces to the
architecture of their buildings to the networking of their technical
infrastructures. This has been true of knowledge institutions throughout
history, and it will be true of our future institutions, too. I propose that
thinking about the library as a network of integrated, mutually reinforcing,
evolving _infrastructures_ — in particular, architectural, technological,
social, epistemological and ethical infrastructures — can help us better
identify what roles we want our libraries to serve, and what we can reasonably
expect of them. What ideas, values and social responsibilities can we scaffold
within the library’s material systems — its walls and wires, shelves and
servers?

[![Dictionary stands from the Library Bureau’s 1890
catalog.](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Dictionary
stands from the Library Bureau’s 1890 catalog.](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-
2x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-library-
infrastructure-2x.jpg) Dictionary stands from the [Library Bureau’s 1890
catalog](http://books.google.com/books?id=rwdwAAAAIAAJ&dq=library+bureau+catalog+1890&source=gbs_navlinks_s).

## Library as Platform

For millennia libraries have acquired resources, organized them, preserved
them and made them accessible (or not) to patrons. But the [forms of those
resources](http://www.spl.org/prebuilt/cen_conceptbook/page16.htm) have
changed — from scrolls and codices; to LPs and LaserDiscs; to e-books,
electronic databases and open data sets. Libraries have had at least to
comprehend, if not become a key node within, evolving systems of media
production and distribution. Consider the medieval scriptoria where
manuscripts were produced; the evolution of the publishing industry and book
trade after Gutenberg; the rise of information technology and its webs of
wires, protocols and regulations. 1 At every stage, the contexts — spatial,
political, economic, cultural — in which libraries function have shifted; so
they are continuously [reinventing
themselves](http://www.spl.org/prebuilt/cen_conceptbook/page18.htm) and the
means by which they provide those vital information services.

Libraries have also assumed a host of ever-changing social and symbolic
functions. They have been expected to symbolize the eminence of a ruler or
state, to integrally link “knowledge” and “power” — and, more recently, to
serve as “community centers,” “public squares” or “think tanks.” Even those
seemingly modern metaphors have deep histories. The ancient Library of
Alexandria was a prototypical think tank, 2 and the early Carnegie buildings
of the 1880s were community centers with swimming pools and public baths,
bowling alleys, billiard rooms, even rifle ranges, as well as book stacks. 3
As the Carnegie funding program expanded internationally — to more than 2,500
libraries worldwide — secretary James Bertram standardized the design in his
1911 pamphlet “Notes on the Erection of Library Buildings,” which offered
grantees a choice of six models, believed to be the work of architect Edward
Tilton. Notably, they all included a lecture room.

In short, the library has always been a place where informational and social
infrastructures intersect within a physical infrastructure that (ideally)
supports that program.

Now we are seeing the rise of a new metaphor: the library as “platform” — a
buzzy word that refers to a base upon which developers create new
applications, technologies and processes. In an [influential 2012 article in
_Library Journal_](http://lj.libraryjournal.com/2012/09/future-of-libraries
/by-david-weinberger/), David Weinberger proposed that we think of libraries
as “open platforms” — not only for the creation of software, but also for the
development of knowledge and community. 4 Weinberger argued that libraries
should open up their entire collections, all their metadata, and any
technologies they’ve created, and allow anyone to build new products and
services on top of that foundation. The platform model, he wrote, “focuses our
attention away from the provisioning of resources to the foment” — the “messy,
rich networks of people and ideas” — that “those resources engender.” Thus the
ancient Library of Alexandria, part of a larger museum with botanical gardens,
laboratories, living quarters and dining halls, was a _platform_ not only for
the translation and copying of myriad texts and the compilation of a
magnificent collection, but also for the launch of works by Euclid,
Archimedes, Eratosthenes and their peers.

[![Domnique Perrault, La bibliothèque nationale de France, literally elevated
on a platform. \[Photo by Jean-Pierre
Dalbera\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Domnique
Perrault, La bibliothèque nationale de France, literally elevated on a
platform. \[Photo by Jean-Pierre Dalbera\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-3x-
1020x679.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-3x.jpg) Domnique Perrault, La bibliothèque nationale de
France, literally elevated on a platform. [Photo by [Jean-Pierre
Dalbera](https://www.flickr.com/photos/dalbera/4944528385/)]

Yet the platform metaphor has limitations. For one thing, it smacks of Silicon
Valley entrepreneurial epistemology, which prioritizes “monetizable”
“knowledge solutions.” Further, its association with new media tends to
bracket out the similarly generative capacities of low-tech, and even _non_
-technical, library resources. One key misperception of those who proclaim the
library’s obsolescence is that its function as a knowledge institution can be
reduced to its technical services and information offerings. Knowledge is
never solely a product of technology and the information it delivers.

Another problem with the platform model is the image it evokes: a flat, two-
dimensional stage on which resources are laid out for users to _do stuff
with_. The platform doesn’t have any implied depth, so we’re not inclined to
look underneath or behind it, or to question its structure. Weinberger
encourages us to “think of the library not as a portal we go through on
occasion but as infrastructure that is as ubiquitous and persistent as the
streets and sidewalks of a town.” It’s like a “canopy,” he says — or like a
“cloud.” But these metaphors are more poetic than critical; they obfuscate all
the wires, pulleys, lights and scaffolding that you inevitably find underneath
and above that stage — and the casting, staging and direction that determine
what happens _on_ the stage, and that allow it to function _as_ a stage.
Libraries are infrastructures not only because they are ubiquitous and
persistent, but also, and primarily, because they are made of interconnected
networks that undergird all that foment, that create what Pierre Bourdieu
would call “[structuring
structures](http://books.google.com/books?id=WvhSEMrNWHAC&lpg=PA72&ots=puRmifuGmb&dq=bourdieu%20%22structuring%20structures%22&pg=PA72#v=onepage)”
that support Weinberger’s “messy, rich networks of people and ideas.”

It can be instructive for our libraries’ publics — and critical for our
libraries’ leaders — to assess those structuring structures. In this age of
e-books, smartphones, firewalls, proprietary media platforms and digital
rights management; of atrophying mega-bookstores and resurgent independent
bookshops and a metastasizing Amazon; of Google Books and Google Search and
Google Glass; of economic disparity and the continuing privatization of public
space and services — which is simultaneously an age of democratized media
production and vibrant DIY and activist cultures — libraries play a critical
role as mediators, at the hub of all the hubbub. Thus we need to understand
how our libraries function _as_ , and as _part of_ , infrastructural ecologies
— as sites where spatial, technological, intellectual and social
infrastructures shape and inform one another. And we must consider how those
infrastructures can embody the epistemological, political, economic and
cultural values that we _want_ to define our communities. 5

[![Hammond, Beeby and Babka, Harold Washington Library Center, Chicago Public
Library. \[Photo by Robert Dawson, from Public Library: An American
Commons\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Hammond,
Beeby and Babka, Harold Washington Library Center, Chicago Public Library.
\[Photo by Robert Dawson, from Public Library: An American
Commons\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-4x.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-4x.jpg) Hammond, Beeby
and Babka, Harold Washington Library Center, Chicago Public Library. [Photo by
Robert Dawson, from _[Public Library: An American
Commons](https://placesjournal.org/article/public-library-an-american-
commons/)_ ]

## Library as Social Infrastructure

Public libraries are often seen as “opportunity institutions,” opening doors
to, and for, the disenfranchised. 6 People turn to libraries to access the
internet, take a GED class, get help with a resumé or job search, and seek
referrals to other community resources. A [recent
report](http://nycfuture.org/research/publications/branches-of-opportunity) by
the Center for an Urban Future highlighted the benefits to immigrants,
seniors, individuals searching for work, public school students and aspiring
entrepreneurs: “No other institution, public or private, does a better job of
reaching people who have been left behind in today’s economy, have failed to
reach their potential in the city’s public school system or who simply need
help navigating an increasingly complex world.” 7

The new Department of Outreach Services at the Brooklyn Public Library, for
instance, partners with other organizations to bring library resources to
seniors, school children and prison populations. The Queens Public Library
employs case managers who help patrons identify public benefits for which
they’re eligible. “These are all things that someone could dub as social
services,” said Queens Library president Thomas Galante, “but they’re not. … A
public library today has information to improve people’s lives. We are an
enabler; we are a connector.” 8

Partly because of their skill in reaching populations that others miss,
libraries have recently reported record circulation and visitation, despite
severe budget cuts, decreased hours and the [threatened closure or
sale](http://www.nydailynews.com/new-york/civic-group-city-bail-cash-strapped-
brooklyn-public-library-system-mired-300-million-repair-article-1.1748855) of
“underperforming” branches. 9 Meanwhile the Pew Research Center has released a
[series of studies](http://libraries.pewinternet.org/) about the materials and
services Americans want their libraries to provide. [Among the
findings](http://libraries.pewinternet.org/2013/12/11/libraries-in-
communities/): 90 percent of respondents say the closure of their local public
library would have an impact on their community, and 63 percent describe that
impact as “major.”

[![Toyo Ito, Sendai Mediatheque. \[Photo by Forgemind
Archimedia\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Toyo
Ito, Sendai Mediatheque. \[Photo by Forgemind
Archimedia\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-5x-1020x757.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-5x.jpg)Toyo Ito, Sendai
Mediatheque. [Photo by [Forgemind
Archimedia](https://www.flickr.com/photos/eager/11996856324/)]

Libraries also bring communities together in times of calamity or disaster.
Toyo Ito, architect of the acclaimed [Sendai
Mediatheque](http://en.wikipedia.org/wiki/Sendai_Mediatheque), recalled that
after the 2011 earthquake in Japan, local officials reopened the library
quickly even though it had sustained minor damage, “because it functions as a
kind of cultural refuge in the city.” He continued, “Most people who use the
building are not going there just to read a book or watch a film; many of them
probably do not have any definite purpose at all. They go just to be part of
the community in the building.” 10

We need to attend more closely to such “social infrastructures,” the
“facilities and conditions that allow connection between people,” says
sociologist Eric Klinenberg. In [a recent
interview](http://urbanomnibus.net/2013/10/toward-a-stronger-social-
infrastructure-a-conversation-with-eric-klinenberg/), he argued that urban
resilience can be measured not only by the condition of transit systems and
basic utilities and communication networks, but also by the condition of
parks, libraries and community organizations: “open, accessible, and welcoming
public places where residents can congregate and provide social support during
times of need but also every day.” 11 In his book _Heat Wave_ , Klinenberg
noted that a vital public culture in Chicago neighborhoods drew people out of
sweltering apartments during the 1995 heat wave, and into cooler public
spaces, thus saving lives.

The need for physical spaces that promote a vibrant social infrastructure
presents many design opportunities, and some libraries are devising innovative
solutions. Brooklyn and other cultural institutions have
[partnered](http://www.informationforfamilies.org/Theres_No_Place_Like_Home/Jobs_68.html)
with the [Uni](http://www.theuniproject.org/find-the-uni/), a modular,
portable library that [I wrote about earlier in this
journal](https://placesjournal.org/article/marginalia-little-libraries-in-the-
urban-margins/). And modular solutions — kits of parts — are under
consideration in a design study sponsored by the Center for an Urban Future
and the Architectural League of New York, which aims to [reimagine New York
City’s library branches](http://urbanomnibus.net/2014/06/request-for-
qualifications-re-envisioning-branch-libraries/) so that they can more
efficiently and effectively serve their communities. CUF also plans to
publish, at the end of June, an audit of, and a proposal for, New York’s three
library systems. 12 _New York Times_ architecture critic Michael Kimmelman,
reflecting on the roles played by New York libraries [during recent
hurricanes](http://www.npr.org/2013/08/12/210541233/for-disasters-pack-a
-first-aid-kit-bottled-water-and-a-library-card), goes so far as to
[suggest](http://www.nytimes.com/2013/10/03/arts/design/next-time-libraries-
could-be-our-shelters-from-the-storm.html) that the city’s branch libraries,
which have “become our de facto community centers,” “could be designed in the
future with electrical systems out of harm’s way and set up with backup
generators and solar panels, even kitchens and wireless mesh networks.” 13

[![Bobst Library, New York University, after Hurricane Sandy. \[Photos by
bettyx1138\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Bobst
Library, New York University, after Hurricane Sandy. \[Photos by
bettyx1138\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-6x-1020x551.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-6x.jpg) Bobst Library,
New York University, after Hurricane Sandy. [Photos by
[bettyx1138](https://www.flickr.com/photos/bettyx1138/8151244029/)]

But is it too much to expect our libraries to serve as soup kitchens and
recovery centers when they have so many other responsibilities? The library’s
broad mandate means that it often picks up the slack when other institutions
fall short. “It never ceases to amaze me just what libraries are looked upon
to provide,” says Ruth Faklis, director of the Prairie Trail Public Library
District in suburban Chicago:

> This includes, but is not limited to, [serving as] keepers of the homeless …
while simultaneously offering latch-key children a safe and activity-filled
haven. We have been asked to be voter-registration sites, warming stations,
notaries, technology-terrorism watchdogs, senior social-gathering centers,
election sites, substitute sitters during teacher strikes, and the latest —
postmasters. These requests of society are ever evolving. Funding is not
generally attached to these magnanimous suggestions, and when it is, it does
not cover actual costs of the additional burden, thus stretching the library’s
budget even further. I know of no other government entity that is asked to
take on additional responsibilities not necessarily aligned with its mission.
13

In a Metafilter discussion about funding cuts in California, one librarian
offered this poignant lament:

> Every day at my job I helped people just barely survive. … Forget trying to
be the “people’s university” and create a body of well informed citizens.
Instead I helped people navigate through the degrading hoops of modern online
society, fighting for scraps from the plate, and then kicking back afterwards
by pretending to have a farm on Facebook.

[ Read the whole story](http://www.metafilter.com/112698/California-
Dreamin#4183210). It’s quite a punch to the stomach. Given the effort
librarians expend in promoting basic literacies, how much more can this social
infrastructure support? Should we welcome the “design challenge” to engineer
technical and architectural infrastructures to accommodate an ever-
diversifying program — or should we consider that we might have stretched this
program to its limit, and that no physical infrastructure can effectively
scaffold such a motley collection of social services?

Again, we need to look to the infrastructural ecology — the larger network of
public services and knowledge institutions of which each library is a part.
How might towns, cities and regions assess what their various public (and
private) institutions are uniquely qualified and sufficiently resourced to do,
and then deploy those resources most effectively? Should we regard the library
as the territory of the civic _mind_ and ask other social services to attend
to the civic _body_? The assignment of social responsibility isn’t so black
and white — nor are the boundaries between mind and body, cognition and affect
— but libraries do need to collaborate with other institutions to determine
how they leverage the resources of the infrastructural ecology to serve their
publics, with each institution and organization contributing what it’s best
equipped to contribute — and each operating with a clear sense of its mission
and obligation.

Libraries have a natural affinity with cultural institutions. Just this
spring, New York Mayor Bill de Blasio [appointed Tom
Finkelpearl](http://www.nytimes.com/2014/04/07/arts/design/mayor-de-blasio-
names-tom-finkelpearl-of-the-queens-museum.html?_r=1) as the city’s new
Commissioner of Cultural Affairs. A former president of the Queens Museum,
Finkelpearl oversaw the first phase of a renovation by Grimshaw Architects,
which, in its next phase, will incorporate a Queens Public Library branch — an
effective pairing, given the commitment of both institutions to education and
local culture. Similarly, Lincoln Center houses the New York Public Library
for the Performing Arts. As commissioner, Finkelpearl could broaden support
for mixed-use development that strengthens infrastructural ecologies. The
[CUF/Architectural League project](http://urbanomnibus.net/2014/06/request-
for-qualifications-re-envisioning-branch-libraries/) is also considering how
collaborative partnerships can inform library program and design.

[![Bohlin Cywinski Jackson, Ballard Library and Neighborhood Service Center,
Seattle. \[Photo by Jules
Antonio\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Bohlin
Cywinski Jackson, Ballard Library and Neighborhood Service Center, Seattle.
\[Photo by Jules Antonio\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-7x-
1020x724.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-7x.jpg)Bohlin Cywinski Jackson, Ballard Library and
Neighborhood Service Center, Seattle. [Photo by [Jules
Antonio](https://www.flickr.com/photos/julesantonio/8152446538/)]

I’ve recently returned from Seattle, where I revisited [OMA’s Central
Library](https://placesjournal.org/article/seattle-central-library-civic-
architecture-in-the-age-of-media/) on its 10th anniversary and toured several
new branch libraries. 15 Under the 1998 bond measure “Libraries for All,”
citizens voted to tax themselves to support construction of the Central
Library and four new branches, and to upgrade _every_ branch in the system.
The [vibrant, sweeping Ballard branch](http://www.archdaily.com/100821
/ballard-library-and-neighborhood-service-center-bohlin-cywinski-jackson/)
(2005), by Bohlin Cywinski Jackson, includes a separate entrance for the
Ballard Neighborhood Service Center, a “[little city
hall](http://www.seattle.gov/neighborhood-service-centers)“ where residents
can find information about public services, get pet licenses, pay utility
bills, and apply for passports and city jobs. While the librarians undoubtedly
field questions about such services, they’re also able to refer patrons next
door, where city employees are better equipped to meet their needs — thus
affording the library staff more time to answer reference questions and host
writing groups and children’s story hours.

Seattle’s City Librarian, Marcellus Turner, is big on partnerships —with
cultural institutions, like local theaters, as well as commercial
collaborators, like the Seahawks football team. 16 After taking the helm in
2011, he identified [five service priorities](http://www.spl.org/about-the-
library/mission-statement) — youth and early learning, technology and access,
community engagement, Seattle culture and history, and re-imagined spaces —
and tasked working groups with developing proposals for how the library can
better address those needs. Each group must consider marketing, funding, staff
deployment and partnership opportunities that “leverage what we have with what
[the partners] have.” For instance, “Libraries that focus on early-childhood
education might employ educators, academicians, or teachers to help us with
research into early-childhood learning and teaching.” 17

The “design challenge” is to consider what physical infrastructures would be
needed to accommodate such partnerships. 18 Many libraries have continued
along a path laid by library innovators from Ptolemy to Carnegie, renovating
their buildings to incorporate public gathering, multi-use, and even
commercial spaces. In Seattle’s Ballard branch, a large meeting room hosts
regular author readings and a vibrant writing group that typically attracts 30
or more participants. In Salt Lake City, the [library
plaza](http://www.slcpl.lib.ut.us/shops) features an artist co-op, a radio
station, a community writing center, the Library Store, and a few cafes — all
private businesses whose ethos is consistent with the library’s. The New York
Public Library has [recently announced](http://www.nypl.org/press/press-
release/april-30-2014/new-york-public-library-opens-doors-coursera-students)
that some of its branches will serve as “learning hubs” for Coursera, the
provider of “massive open online courses.” And many libraries have classrooms
and labs where they offer regular technical training courses.

[![Moshe Safdie, Salt Lake City Public Library. \[Photo by Pedro
Szekely\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Moshe
Safdie, Salt Lake City Public Library. \[Photo by Pedro
Szekely\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-8x-1020x678.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-8x.jpg)Moshe Safdie,
Salt Lake City Public Library. [Photo by [Pedro
Szekely](https://www.flickr.com/photos/pedrosz/5139398125/)]

These entrepreneurial models reflect what seems to be an increasingly
widespread sentiment: that while libraries continue to serve a vital role as
“opportunity institutions” for the disenfranchised, this cannot be their
primary self-justification. They cannot duplicate the responsibilities of our
community centers and social service agencies. “Their narrative” — or what I’d
call an “epistemic framing,” by which I mean the way the library packages its
program as a knowledge institution, and the infrastructures that support it —
“must include everyone,” says the University of Michigan’s Kristin
Fontichiaro. 19 What programs and services are consistent with an institution
dedicated to lifelong learning? Should libraries be reconceived as hubs for
civic engagement, where communities can discuss local issues, create media,
and archive community history? 20 Should they incorporate media production
studios, maker-spaces and hacker labs, repositioning themselves in an evolving
ecology of information and educational infrastructures?

These new social functions — which may require new physical infrastructures to
support them — broaden the library’s narrative to include _everyone_ , not
only the “have-nots.” This is not to say that the library should abandon the
needy and focus on an elite patron group; rather, the library should
incorporate the “enfranchised” as a key public, both so that the institution
can reinforce its mission as a social infrastructure for an inclusive public,
_and_ so that privileged, educated users can bring their knowledge and talents
_to_ the library and offer them up as social-infrastructural resources.

Many among this well-resourced population — those who have jobs and home
internet access and can navigate the government bureaucracy with relative ease
— already see themselves as part of the library’s public. They regard the
library as a space of openness, egalitarianism and freedom (in multiple senses
of the term), within a proprietary, commercial, segregated and surveilled
landscape. They understand that no matter how well-connected they are, [they
actually _don’t_ have the world at their
fingertips](https://placesjournal.org/article/marginalia-little-libraries-in-
the-urban-margins/) — that “material protected by stringent copyright and held
in proprietary databases is often inaccessible outside libraries” and that,
“as digital rights management becomes ever more complicated, we … rely even
more on our libraries to help us navigate an increasingly fractured and
litigious digital terrain.” 21 And they recognize that they cannot depend on
Google to organize the world’s information. As the librarian noted in [that
discussion](http://www.metafilter.com/112698/California-Dreamin#4183210) on
Metafilter:

> The [American Library Association] has a proven history of commitment to
intellectual freedom. The public service that we’ve been replaced with has a
spotty history of “not being evil.” When we’re gone, you middle class, you
wealthy, you tech-savvy, who will fight for that with no profit motivation?
Even if you never step foot in our doors, and all of your media comes to a
brightly lit screen, we’re still working for you.

The library’s social infrastructure thus benefits even those who don’t have an
immediate need for its space or its services.

[![David Adjaye, Francis Gregory Neighborhood Library, Washington, D.C.
\[Photo by Edmund
Sumner\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![David
Adjaye, Francis Gregory Neighborhood Library, Washington, D.C. \[Photo by
Edmund Sumner\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-9x-1020x694.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-9x.jpg)David Adjaye,
Francis Gregory Neighborhood Library, Washington, D.C. [Photo by Edmund
Sumner]

Finally, we must acknowledge the library’s role as a civic landmark — a symbol
of what a community values highly enough to place on a prominent site, to
materialize in dignified architecture that communicates its openness to
everyone, and to support with sufficient public funding despite the fact that
it’ll never make a profit. A well-designed library — a contextually-designed
library — can reflect a community’s character back to itself, clarifying who
it is, in all its multiplicity, and what it stands for. 22 David Adjaye’s
[Bellevue](http://www.archdaily.com/258098/bellevue-library-adjaye-
associates/) and [Francis Gregory](http://www.archdaily.com/258109/francis-
gregory-library-adjaye-associates/) branch libraries, in historically
underserved neighborhoods of Washington D.C., have been lauded for performing
precisely this function. [As Sarah Williams Goldhagen
writes](http://www.newrepublic.com/article/112443/revolution-your-community-
library):

> Adjaye is so attuned to the nuances of urban context that one might be hard
pressed to identify them as the work of one designer. Francis Gregory is steel
and glass, Bellevue is concrete and wood. Francis Gregory presents a single
monolithic volume, Bellevue an irregular accretion of concrete pavilions.
Context drives the aesthetic.

His designs “make of this humble municipal building an arena for social
interaction, …a distinctive civic icon that helps build a sense of common
identity.” This kind of social infrastructure serves a vital need for an
entire community.

[![Stacks at the Stephen A. Schwarzman Building, New York Public Library.
\[Published in a 1911 issue of Scientific
American\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Stacks
at the Stephen A. Schwarzman Building, New York Public Library. \[Published in
a 1911 issue of Scientific American\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-
10x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-10x.jpg)Stacks at the Stephen A. Schwarzman Building,
New York Public Library. [Published in a 1911 issue of _Scientific American_ ]

## Library as Technological-Intellectual Infrastructure

Of course, we must not forget the library collection itself. The old-fashioned
bookstack was [at the center of the recent
debate](http://online.wsj.com/news/articles/SB10001424127887323751104578151653883688578)
over the proposed renovation of the New York Public Library’s Schwartzman
Building on 42nd Street, which was
[cancelled](http://www.nytimes.com/2014/05/08/arts/design/public-library-
abandons-plan-to-revamp-42nd-street-building.html) last month after more than
a year of lawsuits and protests. This storage infrastructure, and the delivery
system it accommodates, have tremendous significance even in a digital age.
For scholars, the stacks represent near-instant access to any materials within
the extensive collection. Architectural historians defended the historical
significance of the stacks, and engineers argued that they are critical to the
structural integrity of the building.

The way a library’s collection is stored and made accessible shapes the
intellectual infrastructure of the institution. The Seattle Public Library
uses [translucent acrylic
bookcases](http://blog.spacesaver.com/StoragesolvedwithSpacesaver/bid/33285
/You-re-not-going-crazy-Library-book-stacks-ARE-cool) made by Spacesaver — and
even here this seemingly mundane, utilitarian consideration cultivates a
character, an ambience, that reflects the library’s identity and its
intellectual values. It might sound corny, but the luminescent glow permeating
the stacks acts as a beacon, a welcoming gesture. There are still many
contemporary libraries that privilege — perhaps even fetishize — the book and
the bookstack: take MVRDV’s [Book
Mountain](http://www.mvrdv.nl/projects/spijkenisse/) (2012), for a town in the
Netherlands; or TAX arquitectura’s [Biblioteca Jose
Vasconcelos](http://www.designboom.com/architecture/biblioteca-vasconcelos-by-
tax-arquitectura-alberto-kalach/) (2006) in Mexico City.

Stacks occupy a different, though also fetishized, space in Helmut Jahn’s
[Mansueto Library](http://www.archdaily.com/143532/joe-and-rika-mansueto-
library-murphy-jahn/) (2011) at the University of Chicago, which mixes diverse
infrastructures to accommodate media of varying materialities: a grand reading
room, a conservation department, a digitization department, and [a
subterranean warehouse of books retrieved by
robot](https://www.youtube.com/watch?v=ESCxYchCaWI&feature=youtu.be). (It’s
worth noting that Boston and other libraries contained [book
railways](http://libraryhistorybuff.blogspot.com/2010/12/book-retrieval-
systems.html) and conveyer belt retrieval systems — proto-robots — a century
ago.) Snøhetta’s [James B. Hunt Jr.
Library](http://www.ncsu.edu/huntlibrary/watch/) (2013) at North Carolina
State University also incorporates a robotic storage and retrieval system, so
that the library can store more books on site, as well as meet its goal of
providing seating for 20 percent of the student population. 23 Here the
patrons come before the collection.

[![Rem Koolhaas/OMA, Seattle Central Library, Spacesaver bookshelves. \[Photo
by
brewbooks\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Rem
Koolhaas/OMA, Seattle Central Library, Spacesaver bookshelves. \[Photo by
brewbooks\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-11x.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-11x.jpg)Rem
Koolhaas/OMA, Seattle Central Library, Spacesaver bookshelves. [Photo by
[brewbooks](https://www.flickr.com/photos/brewbooks/4472712525/)]

[![MVRDV, Book Mountain, Spijkenisse, The Netherlands. \[Photo via
MVRDV\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![MVRDV,
Book Mountain, Spijkenisse, The Netherlands. \[Photo via
MVRDV\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-library-
infrastructure-12x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06
/mattern-library-infrastructure-12x.jpg)MVRDV, Book Mountain, Spijkenisse, The
Netherlands. [Photo via MVRDV]

[![TAX, Biblioteca Vasconcelos, Mexico City. \[Photo by
Clinker\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![TAX,
Biblioteca Vasconcelos, Mexico City. \[Photo by
Clinker\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-13x.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-13x.jpg)TAX, Biblioteca
Vasconcelos, Mexico City. [Photo by
[Clinker](https://www.flickr.com/photos/photos_clinker/295038829/)]

[![Helmut Jahn, Mansueto Library, University of Chicago, reading room above
underground stacks. \[Photo by Eric Allix
Rogers\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Helmut
Jahn, Mansueto Library, University of Chicago, reading room above underground
stacks. \[Photo by Eric Allix Rogers\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-
14x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-14x.jpg)Helmut Jahn, Mansueto Library, University of
Chicago, reading room above underground stacks. [Photo by [Eric Allix
Rogers](https://www.flickr.com/photos/reallyboring/5766873063/)]

[![Mansueto Library stacks. \[Photo by Corey
Seeman\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Mansueto
Library stacks. \[Photo by Corey Seeman\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-
15x.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-15x.jpg)Mansueto Library stacks. [Photo by [Corey
Seeman](https://www.flickr.com/photos/cseeman/14148827344/)]

Back in the early aughts, when I spent a summer touring libraries, the
institutions on the leading edge were integrating media production facilities,
recognizing that media “consumption” and “creation” lie on a gradient of
knowledge production. Today there’s a lot of talk about — [and action
around](http://www.infodocket.com/2013/12/16/results-of-makerspaces-in-
libraries-study-released/) — integrating hacker labs and maker-spaces. 24 As
Anne Balsamo explains, these sites offer opportunities — embodied, often
inter-generational learning experiences that are integral to the development
of a “technological imagination” — that are rarely offered in formal learning
institutions. 25

The Hunt Library has a maker-space, a GameLab, various other production labs
and studios, an immersion theater, and, rather eyebrow-raisingly, an Apple
Technology Showcase (named after library donors whose surname is Apple, with
an intentional pun on the electronics company). 26 One might think major
funding is needed for those kinds of programs, but the trend actually began in
2011 in tiny Fayetteville, New York (pop. 4,373), thought to be [the first
public library](http://www.forbes.com/sites/tjmccue/2011/11/15/first-public-
library-to-create-a-maker-space/) to have incorporated a maker-space. The
following year, the Carnegie Libraries of Pittsburgh — which for years has
hosted film competitions, gaming tournaments, and media-making projects for
youth — [launched](http://www.libraryasincubatorproject.org/?p=6653), with
Google and Heinz Foundation support, [The
Labs](http://www.clpgh.org/teens/events/programs/thelabs/): weekly workshops
at three locations where teenagers can access equipment, software and mentors.
Around the same time, Chattanooga — a city blessed with a [super-high-speed
municipal fiber network](http://www.washingtonpost.com/blogs/the-
switch/wp/2013/09/17/how-chattanooga-beat-google-fiber-by-half-a-decade/) —
opened its lauded [4th Floor](http://chattlibrary.org/4th-floor), a
12,000-square foot “public laboratory and educational facility” that “supports
the production, connection, and sharing of knowledge by offering access to
tools and instruction.” Those tools include 3D printers, laser cutters and
vinyl cutters, and the instruction includes everything from tech classes, to
incubator projects for female tech entrepreneurs, to [business pitch
competitions](http://www.nooga.com/158480/hundreds-attend-will-this-float-
business-pitch-event/).

Last year, the Brooklyn Public Library, just a couple blocks from where I
live, opened its [Levy Info
Commons](http://www.bklynlibrary.org/locations/central/infocommons), which
includes space for laptop users and lots of desktop machines featuring
creative software suites; seven reserveable teleconference-ready meeting
rooms, including one that doubles as a recording studio; and a training lab,
which offers an array of digital media workshops led by a local arts and
design organization and also invites patrons to lead their own courses. A
typical month on their robust event calendar includes resume editing
workshops, a Creative Business Tech prototyping workshop, individual meetings
with business counselors, Teen Tech tutorials, computer classes for seniors,
workshops on podcasting and oral history and “adaptive gaming” for people with
disabilities, and even an audio-recording and editing workshop targeted to
poets, to help them disseminate their work in new formats. Also last year, the
Martin Luther King, Jr., Memorial Library in Washington, D.C., opened its
[Digital Commons](http://www.washingtonpost.com/blogs/the-switch/wp/2013/08/07
/the-digital-age-is-forcing-libraries-to-change-heres-what-that-looks-like/),
where patrons can use a print-on-demand bookmaking machine, a 3D printer, and
a co-working space known as the “Dream Lab,” or try out a variety of e-book
readers. The Chicago Public Library partnered with the Museum of Science and
Industry to open [a pop-up maker lab](http://arstechnica.com/gadgets/2013/07
/3d-printing-for-all-inside-chicago-librarys-new-pop-up-maker-lab/) featuring
open-source design software, laser cutters, a milling machine, and (of course)
3D printers — not one, but _three_.

[![Chattanooga Public Library, 4th Floor. \[Photo by Larry
Miller\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Chattanooga
Public Library, 4th Floor. \[Photo by Larry
Miller\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-17x-1020x680.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-17x.jpg) Chattanooga
Public Library, 4th Floor. [Photo by [Larry
Miller](https://www.flickr.com/photos/drmillerlg/9228431656/sizes/l)]

[![Snøhetta, James B. Hunt, Jr. Library, North Carolina State University,
MakerBot in Apple Technology Showcase. \[Photo by Mal
Booth\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Snøhetta,
James B. Hunt, Jr. Library, North Carolina State University, MakerBot in Apple
Technology Showcase. \[Photo by Mal Booth\]](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-16x-
1020x680.jpg)](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-16x.jpg)Snøhetta, James B. Hunt, Jr. Library, North
Carolina State University, MakerBot in Apple Technology Showcase. [Photo by
[Mal Booth](https://www.flickr.com/photos/malbooth/10401308096/sizes/l)]

[![Hunt Library, iPearl Immersion Theater. \[Photo by Payton
Chung\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Hunt
Library, iPearl Immersion Theater. \[Photo by Payton
Chung\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-library-
infrastructure-18x-1020x573.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-18x.jpg)Hunt Library,
iPearl Immersion Theater. [Photo by [Payton
Chung](https://www.flickr.com/photos/paytonc/8758630775/sizes/l)]

Some have proposed that libraries — following in the tradition of Alexandria’s
“think tank,” and compelled by a desire to “democratize entrepreneurship” —
make for ideal [co-working or incubator
spaces](http://www.citylab.com/work/2013/02/why-libraries-should-be-next-
great-startup-incubators/4733/), where patrons with diverse skill sets can
organize themselves into start-ups-for-the-people. 27 Others recommend that
librarians entrepreneurialize _themselves_ , rebranding themselves as
professional consultants in a complex information economy. Librarians, in this
view, are uniquely qualified digital literacy tutors; experts in “copyright
compliance, licensing, privacy, information use, and ethics”; gurus of
“aligning … programs with collections, space, and resources”; skilled creators
of “custom ontologies, vocabularies, taxonomies” and structured data; adept
practitioners of data mining. 28 Others recommend that libraries get into the
content production business. In the face of increasing pressure to rent and
license proprietary digital content with stringent use policies, why don’t
libraries do more to promote the creation of independent media or develop
their own free, open-source technologies? Not many libraries have the time and
resources to undertake such endeavors, but [NYPL
Labs](http://www.nypl.org/collections/labs) and Harvard’s [Library Test
Kitchen](http://www.librarytestkitchen.org/), have demonstrated what’s
possible when even back-of-house library spaces become sites of technological
praxis. Unfortunately, those innovative projects are typically hidden behind
the interface (as with so much library labor). Why not bring those operations
to the front of the building, as part of the public program?

Of course, with all these new activities come new spatial requirements.
Library buildings must incorporate a wide variety of furniture arrangements,
lighting designs, acoustical conditions, etc., to accommodate multiple sensory
registers, modes of working, postures and more. Librarians and designers are
now acknowledging — and designing _for_ , rather than designing _out_ —
activities that make noise and can occasionally be a bit messy. I did a study
several years ago on the evolution of library sounds and found widespread
recognition that knowledge-making doesn’t readily happen when “shhh!” is the
prevailing rule. 29

These new physical infrastructures create space for an epistemology embracing
the integration of knowledge consumption and production, of thinking and
making. Yet sometimes I have to wonder, given all the hoopla over “making”:
_are_ tools of computational fabrication really the holy grail of the
knowledge economy? What _knowledge_ is produced when I churn out, say, a
keychain on a MakerBot? I worry that the boosterism surrounding such projects
— and the much-deserved acclaim they’ve received for “rebranding” the library
— glosses over the neoliberal values that these technologies sometimes embody.
Neoliberalism channels the pursuit of individual freedom through property
rights and free markets 30 — and what better way to express yourself than by
3D-printing a bust of your own head at the library, or using the library’s CNC
router to launch your customizable cutting board business on Etsy? While
librarians have long been advocates of free and democratic access to
information, I trust — I hope — that they’re helping their patrons to
cultivate a [critical perspective](https://placesjournal.org/article
/tedification-versus-edification/) regarding [the politics of “technological
innovation”](http://en.wikipedia.org/wiki/The_Californian_Ideology) — and the
potential instrumentalism of makerhood. Sure, Dewey was part of this
instrumentalist tradition, too. But our contemporary pursuit of “innovation”
promotes the idea that “making new stuff” = “producing knowledge,” which can
be a dangerous falsehood.

Library staff might want to take up the critique of “innovation,” too. Each
new Google product release, new mobile technology development, new e-reader
launch brings new opportunities for the library to innovate in response. And
while “keeping current” is a crucial goal, it’s important to place that
pursuit in a larger cultural, political-economic and institutional context.
Striving to stay technologically relevant can backfire when it means merely
responding to the profit-driven innovations of commercial media; we see these
mistakes — innovation for innovation’s sake — in the [ed-
tech](http://en.wikipedia.org/wiki/Educational_technology) arena quite often.

[![George Peabody Library, The John Hopkins University. \[Photo by Thomas
Guignard\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![George
Peabody Library, The John Hopkins University. \[Photo by Thomas
Guignard\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-19x-1020x680.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-19x.jpg)George Peabody
Library, The John Hopkins University. [Photo by [Thomas
Guignard](https://www.flickr.com/photos/timtom/5304555668/)]

## Reading across the Infrastructural Ecology

Libraries need to stay focused on their long-term cultural goals — which
should hold true regardless of what Google decides to do tomorrow — and on
their place within the larger infrastructural ecology. They also need to
consider how their various infrastructural identities map onto each other, or
don’t. Can an institution whose technical and physical infrastructure is
governed by the pursuit of innovation also fulfill its obligations as a social
infrastructure serving the disenfranchised? What ethics are embodied in the
single-minded pursuit of “the latest” technologies, or the equation of
learning with entrepreneurialism?

As Zadie Smith [argued
beautifully](http://www.nybooks.com/blogs/nyrblog/2012/jun/02/north-west-
london-blues/) in the _New York Review of Books_ , we risk losing the
library’s role as a “different kind of social reality (of the three
dimensional kind), which by its very existence teaches a system of values
beyond the fiscal.” 31 Barbara Fister, a librarian at Gustavus Adolphus
College, offered an [equally eloquent
plea](http://www.insidehighered.com/blogs/library-babel-fish/some-assumptions-
about-libraries#sthash.jwJlhrsD.dpbs) for the library as a space of exception:

> Libraries are not, or at least should not be, engines of productivity. If
anything, they should slow people down and seduce them with the unexpected,
the irrelevant, the odd and the unexplainable. Productivity is a destructive
way to justify the individual’s value in a system that is naturally communal,
not an individualistic or entrepreneurial zero-sum game to be won by the most
industrious. 32

Libraries, she argued, “will always be at a disadvantage” to Google and Amazon
because they value privacy; they refuse to exploit users’ private data to
improve the search experience. Yet libraries’ failure to compete in
_efficiency_ is what affords them the opportunity to offer a “different kind
of social reality.” I’d venture that there _is_ room for entrepreneurial
learning in the library, but there also has to be room for that alternate
reality where knowledge needn’t have monetary value, where learning isn’t
driven by a profit motive. We can accommodate both spaces for entrepreneurship
_and_ spaces of exception, provided the institution has a strong _epistemic
framing_ that encompasses both. This means that the library needs to know how
to read _itself_ as a social-technical-intellectual infrastructure.

It’s particularly important to cultivate these critical capacities — the
ability to “read” our libraries’ multiple infrastructures and the politics and
ethics they embody — when the concrete infrastructures look like San Antonio’s
[BiblioTech](http://bexarbibliotech.org/), a “bookless” library featuring
10,000 e-books, downloadable via the 3M Cloud App; 600 circulating “stripped
down” 3M e-readers; 200 “enhanced” tablets for kids; and, for use on-site, 48
computers, plus laptops and iPads. The library, which opened last fall, also
offers computer classes and meeting space, but it’s all locked within a
proprietary platformed world.

[![Bexar County BiblioTech, San Antonio, Texas. \[Photo by Bexar
BiblioTech\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Bexar
County BiblioTech, San Antonio, Texas. \[Photo by Bexar
BiblioTech\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-21x-1020x573.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-21x.jpg)Bexar County
BiblioTech, San Antonio, Texas. [Photo by Bexar BiblioTech]

[![Screenshot of the library’s fully digital collection. \[Photo by Bexar
BiblioTech\]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)![Screenshot
of the library’s fully digital collection. \[Photo by Bexar
BiblioTech\]](https://placesjournal.org/wp-content/uploads/2014/06/mattern-
library-infrastructure-20x.jpg)](https://placesjournal.org/wp-
content/uploads/2014/06/mattern-library-infrastructure-20x.jpg)Screenshot of
the library’s fully digital collection. [Photo by Bexar BiblioTech]

In libraries like BiblioTech — and the [Digital Public Library of
America](http://dp.la/) — the collection itself is off-site. Do _patrons_
wonder where, exactly, all those books and periodicals and cloud-based
materials _live_? What’s under, or floating above, the “platform”? Do they
think about the algorithms that lead them to particular library materials, and
the conduits and protocols through which they access them? Do they consider
what it means to supplant bookstacks with server stacks — whose metal racks we
can’t kick, lights we can’t adjust, knobs we can’t fiddle with? Do they think
about the librarians negotiating access licenses and adding metadata to
“digital assets,” or the engineers maintaining the servers? With the
increasing recession of these technical infrastructures — and the human labor
that supports them — further off-site, [behind the
interface](https://placesjournal.org/article/interfacing-urban-intelligence/),
deeper inside the black box, how can we understand the ways in which those
structures structure our intellect and sociality?

We need to develop — both among library patrons and librarians themselves —
new critical capacities to understand the _distributed_ physical, technical
and social architectures that scaffold our institutions of knowledge and
program our values. And we must consider where those infrastructures intersect
— where they should be, and perhaps aren’t, mutually reinforcing one another.
When do our social obligations compromise our intellectual aspirations, or
vice versa? And when do those social or intellectual aspirations for the
library exceed — or fail to fully exploit — the capacities of our
architectural and technological infrastructures? Ultimately, we need to ensure
that we have a strong epistemological framework — a narrative that explains
how the library promotes learning and stewards knowledge — so that everything
hangs together, so there’s some institutional coherence. We need to sync the
library’s intersecting infrastructures so that they work together to support
our shared intellectual and ethical goals.

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###### Author's Note

I’d like to thank the students in my “Archives, Libraries and Databases”
seminar and my “Digital Archives” studio at The New School, who’ve given me
much food for thought over the years. Thanks, too, to my colleagues at the
[Architectural League of New York](http://archleague.org/) and the [Center for
an Urban Future](http://nycfuture.org/). I owe a debt of gratitude also to
Gabrielle Dean, her students, and her colleagues at Johns Hopkins, who gave me
an opportunity to share a preliminary draft of this work. They, along with my
colleagues Julie Foulkes and Aleksandra Wagner, offered feedback for which I’m
very grateful.

###### Notes

1. See Matthew Battles, _Library: An Unquiet History_ (New York: W.W. Norton, 2003); Lionel Casson, _Libraries in the Ancient World_ (New Haven: Yale University Press, 2001); Fred Lerner, _The Story of Libraries_ (New York: Continuum, 1999).
2. Casson explains that when Alexandria was a brand new city in the third century B.C., its founders enticed intellectuals to the city — in an attempt to establish it as a cultural center — with the famous Museum, “a figurative temple for the muses, a place for cultivating the arts they symbolized. It was an ancient version of a think-tank: the members, consisting of noted writers, poets, scientists, and scholars, were appointed by the Ptolemies for life and enjoyed a handsome salary, tax exemption … free lodging, and food. … It was for them that the Ptolemies founded the library of Alexandria” [33-34].
3. Donald Oehlerts, _Books and Blueprints: Building America’s Public Libraries_ (New York: Greenwood Press, 1991): 62.
4. David Weinberger, “[Library as Platform](http://lj.libraryjournal.com/2012/09/future-of-libraries/by-david-weinberger/),” _Library Journal_ (September 4, 2012).
5. For more on “infrastructural ecologies,” see Reyner Banham, _Los Angeles: The Architecture of Four Ecologies_ (Berkeley, University of California Press, 2009 [1971]); Alan Latham, Derek McCormack, Kim McNamara and Donald McNeil, _Key Concepts in Urban Geography_ (Thousand Oaks, CA: Sage, 2009): 32; Ming Xu and Josh P. Newell, “[Infrastructure Ecology: A Conceptual Mode for Understanding Urban Sustainability](http://css.snre.umich.edu/publication/infrastructure-ecology-conceptual-model-understanding-urban-sustainability),” Sixth International Conference of the International Society for Industrial Ecology (ISIE) Proceedings, Berkeley, CA, June 7-10, 2011; Anu Ramaswami, Christopher Weible, Deborah Main, Tanya Heikkila, Saba Siddiki, Andrew Duvail, Andrew Pattison and Meghan Bernard, “A Social-Ecological-Infrastructural Systems Framework for Interdisciplinary Study of Sustainable City Systems,” _Journal of Industrial Ecology_ 16:6 (December 2012): 801-13. Most references to infrastructural ecologies — and there are few — pertain to systems at the urban scale, but I believe a library is a sufficiently complicated institution, residing at nexus of myriad networks, that it constitutes an infrastructural ecology in its own right.
6. Center for an Urban Future, [“Opportunity Institutions” Conference](http://nycfuture.org/events/event/opportunity-institutions) (March 11, 2013). See also Jesse Hicks and Julie Dressner’s video “[Libraries Now: A Day in the Life of NYC’s Branches](http://nymag.com/daily/intelligencer/2014/05/libraries-now-new-york-video.html)” (May 16, 2014).
7. Center for an Urban Future, _[Branches of Opportunity](http://nycfuture.org/research/publications/branches-of-opportunity)_ (January 2013): 3.
8. Quoted in Katie Gilbert, “[What Is a Library?](http://narrative.ly/long-live-the-book/what-is-a-library/)” _Narratively_ (January 2, 2014).
9. Real estate sales are among the most controversial elements in the New York Public Library’s much-disputed Central Library Plan, which is premised on the sale of the library’s Mid-Manhattan branch and its Science, Industry and Business Library. See Scott Sherman, “[The Hidden History of New York City’s Central Library Plan](http://www.thenation.com/article/175966/hidden-history-new-york-citys-central-library-plan),” _The Nation_ (August 28, 2013).
10. Toyo Ito, “The Building After,” _Artforum_ (September 2013).
11. Eric Klinenberg, “[Toward a Stronger Social Infrastructure: A Conversation with Eric Klinenberg](http://urbanomnibus.net/2013/10/toward-a-stronger-social-infrastructure-a-conversation-with-eric-klinenberg/),” _Urban Omnibus_ (October 16, 2013).
12. I’m a member of the organizing team for this project, and I hope to write more about its outcomes in a future article for this journal.
13. Michael Kimmelman, “[Next Time, Libraries Could Be Our Shelters From the Storm](http://www.nytimes.com/2013/10/03/arts/design/next-time-libraries-could-be-our-shelters-from-the-storm.html),” _New York Times_ (October 2, 2013).
14. Ruth Faklis, in Joseph Janes, Ed., _Library 2020: Today’s Leading Visionaries Describe Tomorrow’s Library_ (Lanham: Scarecrow Press, 2013): 96-7.
15. The Seattle Central Library was a focus of [my first book](http://www.upress.umn.edu/book-division/books/the-new-downtown-library), on public library design. See _The New Downtown Library: Designing With Communities_ (Minneapolis: University of Minnesota Press, 2007).
16. Personal communication with Marcellus Turner, March 21, 2014.
17. Marcellus Turner in _Library 2020_ : 92.
18. Ken Worpole addresses library partnerships, and their implications for design in his _Contemporary Library Architecture: A Planning and Design Guide_ (New York: Routledge, 2013). The book offers a comprehensive look the public roles that libraries serve, and how they inform library planning and design.
19. Kristin Fontichiaro in _Library 2020_ : 8.
20. See Bill Ptacek in _Library 2020_ : 119.
21. The quotations are from my earlier article for Places, “[Marginalia: Little Libraries in the Urban Margins](http://places.designobserver.com/feature/little-libraries-and-tactical-urbanism/33968/).” Within mass-digitization projects like Google Books, as Elisabeth Jones explains, “works that are still in copyright but out of print and works of indeterminate copyright status and/or ownership” will fall between the cracks (in _Library 2020_ : 17).
22. I dedicate a chapter in _The New Downtown Library_ to what makes a library “contextual” — and I address just how slippery that term can be.
23. This sentence was amended after publication to note the multiple motives of implementing the bookBot storage and retrieval system; its compact storage allowed the library to reintegrate some collections that were formerly stored off-site. The library has also developed a Virtual Browse catalog system, which aims to promote virtual discovery that isn’t possible in the physical stacks.
24. According to a late 2013 web-based survey of libraries, 41 percent of respondents provide maker-spaces or maker activities in their libraries, and 36 percent plan to create such spaces in the near future. Most maker-spaces, 51 percent, are in public libraries; 36 percent are in academic libraries; and 9 percent are in school libraries. And among the most popular technologies or technological processes supported in those spaces are computer workstations (67 percent), 3D printers (46 percent), photo editing (45 percent), video editing (43 percent), computer programming/software (39 percent). 33 oercent accommodated digital music recording; 31 percent accommodated 3D modeling, and 30 percent featured work with Arduino and Raspberry Pi circuit boards (Gary Price, “[Results From ‘Makerspaces in Libraries’ Study Released](http://www.infodocket.com/2013/12/16/results-of-makerspaces-in-libraries-study-released/),” _Library Journal_ (December 16, 2013). See also James Mitchell, “[Beyond the Maker Space](http://lj.libraryjournal.com/2014/05/opinion/backtalk/beyond-the-maker-space-backtalk/),” _Library Journal_ (May 27, 2014).
25. Anne Balsamo, “[Videos and Frameworks for ‘Tinkering’ in a Digital Age](http://spotlight.macfound.org/blog/entry/anne-balsamo-tinkering-videos/),” Spotlight on Digital Media and Learning (January 30, 2009).
26. This sentence was amended after publication to note that the Apple Technology Showcase was named after former NCSU faculty member Dr. J. Lawrence Apple and his wife, Ella Apple; in an email to the author, library director Carolyn Argentati wrote that the corporate pun was intentional.
27. Emily Badger, “[Why Libraries Should Be the Next Great Start-Up Incubators](http://www.citylab.com/work/2013/02/why-libraries-should-be-next-great-startup-incubators/4733/),” _Atlantic Cities_ (February 19, 2003).
28. Stephen Abram in _Library 2020_ : 46; Courtney Greene in _Library 2020_ : 51.
29. See my “[Resonant Texts: Sounds of the Contemporary American Public Library](http://www.wordsinspace.net/publications/Mattern_Senses%20and%20Society.pdf),” _The Senses & Society_ 2:3 (Fall 2007): 277-302.
30. See David Harvey, _A Brief History of Neoliberalism_ (New York: Oxford University Press, 2005).
31. Zadie Smith, “[The North West London Blues](http://www.nybooks.com/blogs/nyrblog/2012/jun/02/north-west-london-blues/),” _New York Review of Books_ Blog (June 2, 2012).
32. Barbara Fister, “Some Assumptions About Libraries,” Inside Higher Ed (January 2, 2014).

###### __Cite

Shannon Mattern, "Library as Infrastructure," _Places Journal_ , June 2014.
Accessed 09 Jun 2019.



hacker in Mars & Medak 2017


Mars & Medak
Knowledge Commons and Activist Pedagogies
2017


KNOWLEDGE COMMONS AND ACTIVIST PEDAGOGIES: FROM IDEALIST POSITIONS TO COLLECTIVE ACTIONS
Conversation with Marcell Mars and Tomislav Medak (co-authored with Ana Kuzmanic)

Marcell Mars is an activist, independent scholar, and artist. His work has been
instrumental in development of civil society in Croatia and beyond. Marcell is one
of the founders of the Multimedia Institute – mi2 (1999) (Multimedia Institute,
2016a) and Net.culture club MaMa in Zagreb (2000) (Net.culture club MaMa,
2016a). He is a member of Creative Commons Team Croatia (Creative Commons,
2016). He initiated GNU GPL publishing label EGOBOO.bits (2000) (Monoskop,
2016a), meetings of technical enthusiasts Skill sharing (Net.culture club MaMa,
2016b) and various events and gatherings in the fields of hackerism, digital
cultures, and new media art. Marcell regularly talks and runs workshops about
hacking, free software philosophy, digital cultures, social software, semantic web
etc. In 2011–2012 Marcell conducted research on Ruling Class Studies at Jan Van
Eyck in Maastricht, and in 2013 he held fellowship at Akademie Schloss Solitude
in Stuttgart. Currently, he is PhD researcher at the Digital Cultures Research Lab at
Leuphana Universität Lüneburg.
Tomislav Medak is a cultural worker and theorist interested in political
philosophy, media theory and aesthetics. He is an advocate of free software and
free culture, and the Project Lead of the Creative Commons Croatia (Creative
Commons, 2016). He works as coordinator of theory and publishing activities at
the Multimedia Institute/MaMa (Zagreb, Croatia) (Net.culture club MaMa, 2016a).
Tomislav is an active contributor to the Croatian Right to the City movement
(Pravo na grad, 2016). He interpreted to numerous books into Croatian language,
including Multitude (Hardt & Negri, 2009) and A Hacker Manifesto (Wark,
2006c). He is an author and performer with the internationally acclaimed Zagrebbased performance collective BADco (BADco, 2016). Tomislav writes and talks
about politics of technological development, and politics and aesthetics.
Tomislav and Marcell have been working together for almost two decades.
Their recent collaborations include a number of activities around the Public Library
project, including HAIP festival (Ljubljana, 2012), exhibitions in
Württembergischer Kunstverein (Stuttgart, 2014) and Galerija Nova (Zagreb,
2015), as well as coordinated digitization projects Written-off (2015), Digital
Archive of Praxis and the Korčula Summer School (2016), and Catalogue of
Liberated Books (2013) (in Monoskop, 2016b).
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Ana Kuzmanic is an artist based in Zagreb and Associate Professor at the
Faculty of Civil Engineering, Architecture and Geodesy at the University in Split
(Croatia), lecturing in drawing, design and architectural presentation. She is a
member of the Croatian Association of Visual Artists. Since 2007 she held more
than a dozen individual exhibitions and took part in numerous collective
exhibitions in Croatia, the UK, Italy, Egypt, the Netherlands, the USA, Lithuania
and Slovenia. In 2011 she co-founded the international artist collective Eastern
Surf, which has “organised, produced and participated in a number of projects
including exhibitions, performance, video, sculpture, publications and web based
work” (Eastern Surf, 2017). Ana's artwork critically deconstructs dominant social
readings of reality. It tests traditional roles of artists and viewers, giving the
observer an active part in creation of artwork, thus creating spaces of dialogue and
alternative learning experiences as platforms for emancipation and social
transformation. Grounded within a postdisciplinary conceptual framework, her
artistic practice is produced via research and expression in diverse media located at
the boundaries between reality and virtuality.
ABOUT THE CONVERSATION

I have known Marcell Mars since student days, yet our professional paths have
crossed only sporadically. In 2013 I asked Marcell’s input about potential
interlocutors for this book, and he connected me to McKenzie Wark. In late 2015,
when we started working on our own conversation, Marcell involved Tomislav
Medak. Marcell’s and Tomislav’s recent works are closely related to arts, so I
requested Ana Kuzmanic’s input in these matters. Since the beginning of the
conversation, Marcell, Tomislav, Ana, and I occasionally discussed its generalities
in person. Yet, the presented conversation took place in a shared online document
between November 2015 and December 2016.
NET.CULTURE AT THE DAWN OF THE CIVIL SOCIETY

Petar Jandrić & Ana Kuzmanic (PJ & AK): In 1999, you established the
Multimedia Institute – mi2 (Multimedia Institute, 2016a); in 2000, you established
the Net.culture club MaMa (both in Zagreb, Croatia). The Net.culture club MaMa
has the following goals:
To promote innovative cultural practices and broadly understood social
activism. As a cultural center, it promotes wide range of new artistic and
cultural practices related in the first place to the development of
communication technologies, as well as new tendencies in arts and theory:
from new media art, film and music to philosophy and social theory,
publishing and cultural policy issues.
As a community center, MaMa is a Zagreb’s alternative ‘living room’ and
a venue free of charge for various initiatives and associations, whether they
are promoting minority identities (ecological, LBGTQ, ethnic, feminist and

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others) or critically questioning established social norms. (Net.culture club
MaMa, 2016a)
Please describe the main challenges and opportunities from the dawn of Croatian
civil society. Why did you decide to establish the Multimedia Institute – mi2 and
the Net.culture club MaMa? How did you go about it?
Marcell Mars & Tomislav Medak (MM & TM): The formative context for
our work had been marked by the process of dissolution of Yugoslavia, ensuing
civil wars, and the rise of authoritarian nationalisms in the early 1990s. Amidst the
general turmoil and internecine bloodshed, three factors would come to define
what we consider today as civil society in the Croatian context. First, the newly
created Croatian state – in its pursuit of ethnic, religious and social homogeneity –
was premised on the radical exclusion of minorities. Second, the newly created
state dismantled the broad institutional basis of social and cultural diversity that
existed under socialism. Third, the newly created state pursued its own nationalist
project within the framework of capitalist democracy. In consequence, politically
undesirable minorities and dissenting oppositional groups were pushed to the
fringes of society, and yet, in keeping with the democratic system, had to be
allowed to legally operate outside of the state, its loyal institutions and its
nationalist consensus – as civil society. Under the circumstances of inter-ethnic
conflict, which put many people in direct or indirect danger, anti-war and human
rights activist groups such as the Anti-War Campaign provided an umbrella under
which political, student and cultural activists of all hues and colours could find a
common context. It is also within this context that the high modernism of cultural
production from the Yugoslav period, driven out from public institutions, had
found its recourse and its continuity.
Our loose collective, which would later come together around the Multimedia
Institute and MaMa, had been decisively shaped by two circumstances. The first
was participation of the Anti-War Campaign, its BBS network ZaMir (Monoskop,
2016c) and in particular its journal Arkzin, in the early European network culture.
Second, the Open Society Institute, which had financed much of the alternative and
oppositional activities during the 1990s, had started to wind down its operations
towards end of the millennium. As the Open Society Institute started to spin off its
diverse activities into separate organizations, giving rise to the Croatian Law
Center, the Center for Contemporary Art and the Center for Drama Art, activities
related to Internet development ended up with the Multimedia Institute. The first
factor shaped us as activists and early adopters of critical digital culture, and the
second factor provided us with an organizational platform to start working
together. In 1998 Marcell was the first person invited to work with the Multimedia
Institute. He invited Vedran Gulin and Teodor Celakoski, who in turn invited other
people, and the group organically grew to its present form.
Prior to our coming together around the Multimedia Institute, we have been
working on various projects such as setting up the cyber-culture platform Labinary
in the space run by the artist initiative Labin Art Express in the former miner town
of Labin located in the north-western region of Istria. As we started working
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together, however, we began to broaden these activities and explore various
opportunities for political and cultural activism offered by digital networks. One of
the early projects was ‘Radioactive’ – an initiative bringing together a broad group
of activists, which was supposed to result in a hybrid Internet/FM radio. The radio
never arrived into being, yet the project fostered many follow-up activities around
new media and activism in the spirit of ‘don’t hate the media, become the media.’
In these early days, our activities had been strongly oriented towards technological
literacy and education; also, we had a strong interest in political theory and
philosophy. Yet, the most important activity at that time was opening the
Net.culture club MaMa in Zagreb in 2000 (Net.culture club MaMa, 2016a).
PJ & AK: What inspired you to found the Net.culture club MaMa?
MM & TM: We were not keen on continuing the line of work that the
Multimedia Institute was doing under the Open Society Institute, which included,
amongst other activities, setting up the first non-state owned Internet service
provider ZamirNet. The growing availability of Internet access and computer
hardware had made the task of helping political, cultural and media activists get
online less urgent. Instead, we thought that it would be much more important to
open a space where those activists could work together. At the brink of the
millennium, institutional exclusion and access to physical resources (including
space) needed for organizing, working together and presenting that work was a
pressing problem. MaMa was one of the only three independent cultural spaces in
Zagreb – capital city of Croatia, with almost one million inhabitants! The Open
Society Institute provided us with a grant to adapt a former downtown leather-shop
in the state of disrepair and equip it with latest technology ranging from servers to
DJ decks. These resources were made available to all members of the general
public free of charge. Immediately, many artists, media people, technologists, and
political activists started initiating own programs in MaMa. Our activities ranged
from establishing art servers aimed at supporting artistic and cultural projects on
the Internet (Monoskop, 2016d) to technology-related educational activities,
cultural programs, and publishing. By 2000, nationalism had slowly been losing its
stranglehold on our society, and issues pertaining to capitalist globalisation had
arrived into prominence. At MaMa, the period was marked by alter-globalization,
Indymedia, web development, East European net.art and critical media theory.
The confluence of these interests and activities resulted in many important
developments. For instance, soon after the opening of MaMa in 2000, a group of
young music producers and enthusiasts kicked off a daily music program with live
acts, DJ sessions and meetings to share tips and tricks about producing electronic
music. In parallel, we had been increasingly drawn to free software and its
underlying ethos and logic. Yugoslav legacy of social ownership over means of
production and worker self-management made us think how collectivized forms of
cultural production, without exclusions of private property, could be expanded
beyond the world of free software. We thus talked some of our musician friends
into opening the free culture label EGOBOO.bits and publishing their music,
together with films, videos and literary texts of other artists, under the GNU
General Public License. The EGOBOO.bits project had soon become uniquely
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successful: producers such as Zvuk broda, Blashko, Plazmatick, Aesqe, No Name
No Fame, and Ghetto Booties were storming the charts, the label gradually grew to
fifty producers and formations, and we had the artists give regular workshops in
DJ-ing, sound editing, VJ-ing, video editing and collaborative writing at schools
and our summer camp Otokultivator. It inspired us to start working on alternatives
to the copyright regime and on issues of access to knowledge and culture.
PJ & AK: The civil society is the collective conscious, which provides leverage
against national and corporate agendas and serves as a powerful social corrective.
Thus, at the outbreak of the US invasion to Iraq, Net.culture club MaMa rejected a
$100 000 USAID grant because the invasion was:
a) a precedent based on the rationale of pre-emptive war, b) being waged in
disregard of legitimate processes of the international community, and c)
guided by corporate interests to control natural resources (Multimedia
Institute, 2003 in Razsa, 2015: 82).
Yet, only a few weeks later, MaMa accepted a $100 000 grant from the German
state – and this provoked a wide public debate (Razsa, 2015; Kršić, 2003; Stubbs,
2012).
Now that the heat of the moment has gone down, what is your view to this
debate? More generally, how do you decide whose money to accept and whose
money to reject? How do you decide where to publish, where to exhibit, whom to
work with? What is the relationship between idealism and pragmatism in your
work?
MM & TM: Our decision seems justified yet insignificant in the face of the
aftermath of that historical moment. The unilateral decision of US and its allies to
invade Iraq in March 2003 encapsulated both the defeat of global protest
movements that had contested the neoliberal globalisation since the early 1990s
and the epochal carnage that the War on Terror, in its never-ending iterations, is
still reaping today. Nowadays, the weaponized and privatized security regime
follows the networks of supply chains that cut across the logic of borders and have
become vital both for the global circuits of production and distribution (see Cowen,
2014). For the US, our global policeman, the introduction of unmanned weaponry
and all sorts of asymmetric war technologies has reduced the human cost of war
down to zero. By deploying drones and killer robots, it did away with the
fundamental reality check of own human casualties and made endless war
politically plausible. The low cost of war has resulted in the growing side-lining of
international institutions responsible for peaceful resolution of international
conflicts such as the UN.
Our 2003 decision carried hard consequences for the organization. In a capitalist
society, one can ensure wages either by relying on the market, or on the state, or on
private funding. The USAID grant was our first larger grant after the initial spinoff money from the Open Society Institute, and it meant that we could employ
some people from our community over the period of next two years. Yet at the
same time, the USAID had become directly involved in Iraq, aiding the US forces
and various private contractors such as Halliburton in the dispossession and
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plunder of the Iraqi economy. Therefore, it was unconscionable to continue
receiving money from them. In light of its moral and existential weight, the
decision to return the money thus had to be made by the general assembly of our
association.
People who were left without wages were part and parcel of the community that
we had built between 2000 and 2003, primarily through Otokultivator Summer
Camps and Summer Source Camp (Tactical Tech Collective, 2016). The other
grant we would receive later that year, from the Federal Cultural Foundation of the
German government, was split amongst a number of cultural organizations and
paid for activities that eventually paved the way for Right to the City (Pravo na
grad, 2016). However, we still could not pay the people who decided to return
USAID money, so they had to find other jobs. Money never comes without
conditionalities, and passing judgements while disregarding specific economic,
historic and organizational context can easily lead to apolitical moralizing.
We do have certain principles that we would not want to compromise – we do
not work with corporations, we are egalitarian in terms of income, our activities are
free for the public. In political activities, however, idealist positions make sense
only for as long as they are effective. Therefore, our idealism is through and
through pragmatic. It is in the similar manner that we invoke the ideal of the
library. We are well aware that reality is more complex than our ideals. However,
the collective sense of purpose inspired by an ideal can carry over into useful
collective action. This is the core of our interest …
PJ & AK: There has been a lot of water under the bridge since the 2000s. From
a ruined post-war country, Croatia has become an integral part of the European
Union – with all associated advantages and problems. What are the main today’s
challenges in maintaining the Multimedia Institute and its various projects? What
are your future plans?
MM & TM: From the early days, Multimedia Institute/MaMa took a twofold
approach. It has always supported people working in and around the organization
in their heterogeneous interests including but not limited to digital technology and
information freedoms, political theory and philosophy, contemporary digital art,
music and cinema. Simultaneously, it has been strongly focused to social and
institutional transformation.
The moment zero of Croatian independence in 1991, which was marked by war,
ethnic cleansing and forceful imposition of contrived mono-national identity, saw
the progressive and modernist culture embracing the political alternative of antiwar movement. It is within these conditions, which entailed exclusion from access
to public resources, that the Croatian civil society had developed throughout the
1990s. To address this denial of access to financial and spatial resources to civil
society, since 2000 we have been organizing collective actions with a number of
cultural actors across the country to create alternative routes for access to resources
– mutual support networks, shared venues, public funding, alternative forms of
funding. All the while, that organizational work has been implicitly situated in an
understanding of commons that draws on two sources – the social contract of the
free software community, and the legacy of social ownership under socialism.
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Later on, this line of work has been developed towards intersectional struggles
around spatial justice and against privatisation of public services that coalesced
around the Right to the City movement (2007 till present) (Pravo na grad, 2016)
and the 2015 Campaign against the monetization of the national highway network.
In early 2016, with the arrival of the short-lived Croatian government formed by
a coalition of inane technocracy and rabid right wing radicals, many institutional
achievements of the last fifteen years seemed likely to be dismantled in a matter of
months. At the time of writing this text, the collapse of broader social and
institutional context is (again) an imminent threat. In a way, our current situation
echoes the atmosphere of Yugoslav civil wars in 1990s. Yet, the Croatian turn to
the right is structurally parallel to recent turn to the right that takes place in most
parts of Europe and the world at large. In the aftermath of the global neoliberal
race to the bottom and the War on Terror, the disenfranchised working class vents
its fears over immigration and insists on the return of nationalist values in various
forms suggested by irresponsible political establishments. If they are not spared the
humiliating sense of being outclassed and disenfranchised by the neoliberal race to
the bottom, why should they be sympathetic to those arriving from the
impoverished (semi)-periphery or to victims of turmoil unleashed by the endless
War on Terror? If globalisation is reducing their life prospects to nothing, why
should they not see the solution to their own plight in the return of the regime of
statist nationalism?
At the Multimedia Institute/MaMa we intend to continue our work against this
collapse of context through intersectionalist organizing and activism. We will
continue to do cultural programs, publish books, and organise the Human Rights
Film Festival. In order to articulate, formulate and document years of practical
experience, we aim to strengthen our focus on research and writing about cultural
policy, technological development, and political activism. Memory of the
World/Public Library project will continue to develop alternative infrastructures
for access, and develop new and existing networks of solidarity and public
advocacy for knowledge commons.
LOCAL HISTORIES AND GLOBAL REALITIES

PJ & AK: Your interests and activities are predominantly centred around
information and communication technologies. Yet, a big part of your social
engagement takes place in Eastern Europe, which is not exactly on the forefront of
technological innovation. Can you describe the dynamics of working from the
periphery around issues developed in global centres of power (such as the Silicon
Valley)?
MM & TM: Computers in their present form had been developed primarily in
the Post-World War II United States. Their development started from the military
need to develop mathematics and physics behind the nuclear weapons and counterair defense, but soon it was combined with efforts to address accounting, logistics
and administration problems in diverse fields such as commercial air traffic,
governmental services, banks and finances. Finally, this interplay of the military
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and the economy was joined by enthusiasts, hobbyists, and amateurs, giving the
development of (mainframe, micro and personal) computer its final historical
blueprint. This story is written in canonical computing history books such as The
Computer Boys Take Over: Computers, Programmers, and the Politics of
Technical Expertise. There, Nathan Ensmenger (2010: 14) writes: “the term
computer boys came to refer more generally not simply to actual computer
specialists but rather to the whole host of smart, ambitious, and technologically
inclined experts that emerged in the immediate postwar period.”
Very few canonical computing history books cover other histories. But when
that happens, we learn a lot. Be that Slava Gerovitch’s From Newspeak to
Cyberspeak (2002), which recounts the history of Soviet cybernetics, or Eden
Medina’s Cybernetic Revolutionaries (2011), which revisits the history of socialist
cybernetic project in Chile during Allende’s government, or the recent book by
Benjamin Peters How Not to Network a Nation (2016), which describes the history
of Soviet development of Internet infrastructure. Many (other) histories are yet to
be heard and written down. And when these histories get written down, diverse
things come into view: geopolitics, class, gender, race, and many more.
With their witty play and experiments with the medium, the early days of the
Internet were highly exciting. Big corporate websites were not much different from
amateur websites and even spoofs. A (different-than-usual) proximity of positions
of power enabled by the Internet allowed many (media-art) interventions, (rebirth
of) manifestos, establishment of (pseudo)-institutions … In these early times of
Internet’s history and geography, (the Internet subculture of) Eastern Europe
played a very important part. Inspired by Alexei Shulgin, Lev Manovich wrote ‘On
Totalitarian Interactivity’ (1996) where he famously addressed important
differences between understanding of the Internet in the West and the East. For the
West, claims Manovich, interactivity was a perfect vehicle for the ideas of
democracy and equality. For the East, however, interactivity was merely another
form of (media) manipulation. Twenty years later, it seems that Eastern Europe
was well prepared for what the Internet would become today.
PJ & AK: The dominant (historical) narrative of information and
communication technologies is predominantly based in the United States.
However, Silicon Valley is not the only game in town … What are the main
differences between approaches to digital technologies in the US and in Europe?
MM & TM: In the ninties, the lively European scene, which equally included
the East Europe, was the centre of critical reflection on the Internet and its
spontaneous ‘Californian ideology’ (Barbrook & Cameron, 1996). Critical culture
in Europe and its Eastern ‘countries in transition’ had a very specific institutional
landscape. In Western Europe, art, media, culture and ‘post-academic’ research in
humanities was by and large publicly funded. In Eastern Europe, development of
the civil society had been funded by various international foundations such as the
Open Society Institute aka the Soros Foundation. Critical new media and critical
art scene played an important role in that landscape. A wide range of initiatives,
medialabs, mailing lists, festivals and projects like Next5minutes (Amsterdam/
Rotterdam), Nettime & Syndicate (mailing lists), Backspace & Irational.org
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(London), Ljudmila (Ljubljana), Rixc (Riga), C3 (Budapest) and others constituted
a loose network of researchers, theorists, artists, activists and other cultural
workers.
This network was far from exclusively European. It was very well connected to
projects and initiatives from the United States such as Critical Art Ensemble,
Rhizome, and Thing.net, to projects in India such as Sarai, and to struggles of
Zapatistas in Chiapas. A significant feature of this loose network was its mutually
beneficial relationship with relevant European art festivals and institutions such as
Documenta (Kassel), Transmediale/HKW (Berlin) or Ars Electronica (Linz). As a
rule of thumb, critical new media and art could only be considered in a conceptual
setup of hybrid institutions, conferences, forums, festivals, (curated) exhibitions
and performances – and all of that at once! The Multimedia Institute was an active
part of that history, so it is hardly a surprise that the Public Library project took a
similar path of development and contextualization.
However, European hacker communities were rarely hanging out with critical
digital culture crowds. This is not the place to extensively present the historic
trajectory of different hacker communities, but risking a gross simplification here
is a very short genealogy. The earliest European hacker association was the
German Chaos Computer Club (CCC) founded in 1981. Already in the early
1980s, CCC started to publicly reveal (security) weaknesses of corporate and
governmental computer systems. However, their focus on digital rights, privacy,
cyberpunk/cypherpunk, encryption, and security issues prevailed over other forms
of political activism. The CCC were very successful in raising issues, shaping
public discussions, and influencing a wide range of public actors from digital rights
advocacy to political parties (such as Greens and Pirate Party). However, unlike the
Italian and Spanish hackers, CCC did not merge paths with other social and/or
political movements. Italian and Spanish hackers, for instance, were much more
integral to autonomist/anarchist, political and social movements, and they have
kept this tradition until the present day.
PJ & AK: Can you expand this analysis to Eastern Europe, and ex-Yugoslavia
in particular? What were the distinct features of (the development of) hacker
culture in these areas?
MM & TM: Continuing to risk a gross simplification in the genealogy, Eastern
European hacker communities formed rather late – probably because of the
turbulent economic and political changes that Eastern Europe went through after
1989.
In MaMa, we used to run the programme g33koskop (2006–2012) with a goal to
“explore the scope of (term) geek” (Multimedia Institute, 2016b). An important
part of the program was to collect stories from enthusiasts, hobbyists, or ‘geeks’
who used to be involved in do-it-yourself communities during early days of
(personal) computing in Yugoslavia. From these makers of first 8-bit computers,
editors of do-it-yourself magazines and other early day enthusiasts, we could learn
that technical and youth culture was strongly institutionally supported (e.g. with
nation-wide clubs called People’s Technics). However, the socialist regime did not
adequately recognize the importance and the horizon of social changes coming
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from (mere) education and (widely distributed) use of personal computers. Instead,
it insisted on an impossible mission of own industrial computer production in order
to preserve autonomy on the global information technology market. What a
horrible mistake … To be fair, many other countries during this period felt able to
achieve own, autonomous production of computers – so the mistake has reflected
the spirit of the times and the conditions of uneven economic and scientific
development.
Looking back on the early days of computing in former Yugoslavia, many geeks
now see themselves as social visionaries and the avant-garde. During the 1990s
across the Eastern Europe, unfortunately, they failed to articulate a significant
political agenda other than fighting the monopoly of telecom companies. In their
daily lives, most of these people enjoyed opportunities and privileges of working in
a rapidly growing information technology market. Across the former Yugoslavia,
enthusiasts had started local Linux User Groups: HULK in Croatia, LUGOS in
Slovenia, LUGY in Serbia, Bosnia and Hercegovina, and Macedonia. In the spirit
of their own times, many of these groups focused on attempts to convince the
business that free and open source software (at the time GNU/Linux, Apache,
Exim …) was a viable IT solution.
PJ & AK: Please describe further developments in the struggle between
proponents of proprietary software and the Free Software Movement.
MM & TM: That was the time before Internet giants such as Google, Amazon,
eBay or Facebook built their empires on top of Free/Libre/Open Source Software.
GNU General Public Licence, with its famous slogan “free as in free speech, not
free as in free beer” (Stallman, 2002), was strong enough to challenge the property
regime of the world of software production. Meanwhile, Silicon Valley
experimented with various approaches against the challenge of free software such
as ‘tivoizations’ (systems that incorporate copyleft-based software but impose
hardware restrictions to software modification), ‘walled gardens’ (systems where
carriers or service providers control applications, content and media, while
preventing them from interacting with the wider Internet ecosystem), ‘software-asa-service’ (systems where software is hosted centrally and licensed through
subscription). In order to support these strategies of enclosure and turn them into
profit, Silicon Valley developed investment strategies of venture capital or
leveraged buyouts by private equity to close the proprietary void left after the
success of commons-based peer production projects, where a large number of
people develop software collaboratively over the Internet without the exclusion by
property (Benkler, 2006).
There was a period when it seemed that cultural workers, artists and hackers
would follow the successful model of the Free Software Movement and build a
universal commons-based platform for peer produced, shared and distributed
culture, art, science and knowledge – that was the time of the Creative Commons
movement. But that vision never materialized. It did not help, either, that start-ups
with no business models whatsoever (e.g. De.lic.io.us (bookmarks), Flickr
(photos), Youtube (videos), Google Reader (RSS aggregator), Blogspot, and
others) were happy to give their services for free, let contributors use Creative
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Commons licences (mostly on the side of licenses limiting commercial use and
adaptations), let news curators share and aggregate relevant content, and let Time
magazine claim that “You” (meaning “All of us”) are The Person of the Year
(Time Magazine, 2006).
PJ & AK: Please describe the interplay between the Free Software Movement
and the radically capitalist Silicon Valley start-up culture, and place it into the
larger context of political economy of software development. What are its
consequences for the hacker movement?
MM & TM: Before the 2008 economic crash, in the course of only few years,
most of those start-ups and services had been sold out to few business people who
were able to monetize their platforms, users and usees (mostly via advertisement)
or crowd them out (mostly via exponential growth of Facebook and its ‘magic’
network effect). In the end, almost all affected start-ups and services got shut down
(especially those bought by Yahoo). Nevertheless, the ‘golden’ corporate start-up
period brought about a huge enthusiasm and the belief that entrepreneurial spirit,
fostered either by an individual genius or by collective (a.k.a. crowd) endeavour,
could save the world. During that period, unsurprisingly, the idea of hacker
labs/spaces exploded.
Fabulous (self)replicating rapid prototypes, 3D printers, do-it-yourself, the
Internet of Things started to resonate with (young) makers all around the world.
Unfortunately, GNU GPL (v.3 at the time) ceased to be a priority. The
infrastructure of free software had become taken for granted, and enthusiastic
dancing on the shoulders of giants became the most popular exercise. Rebranding
existing Unix services (finger > twitter, irc > slack, talk > im), and/or designing the
‘last mile’ of user experience (often as trivial as adding round corners to the
buttons), would often be a good enough reason to enclose the project, do the
slideshow pitch, create a new start-up backed up by an angel investor, and hope to
win in the game of network effect(s).
Typically, software stack running these projects would be (almost) completely
GNU GPL (server + client), but parts made on OSX (endorsed for being ‘true’
Unix under the hood) would stay enclosed. In this way, projects would shift from
the world of commons to the world of business. In order to pay respect to the open
source community, and to keep own reputation of ‘the good citizen,’ many
software components would get its source code published on GitHub – which is a
prime example of that game of enclosure in its own right. Such developments
transformed the hacker movement from a genuine political challenge to the
property regime into a science fiction fantasy that sharing knowledge while
keeping hackers’ meritocracy regime intact could fix all world’s problems – if only
we, the hackers, are left alone to play, optimize, innovate and make that amazing
technology!
THE SOCIAL LIFE OF DIGITAL TECHNOLOGIES

PJ & AK: This brings about the old debate between technological determinism
and social determinism, which never seems to go out of fashion. What is your take,
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as active hackers and social activists, on this debate? What is the role of
(information) technologies in social development?
MM & TM: Any discussion of information technologies and social
development requires the following parenthesis: notions used for discussing
technological development are shaped by the context of parallel US hegemony
over capitalist world-system and its commanding role in the development of
information technologies. Today’s critiques of the Internet are far from celebration
of its liberatory, democratizing potential. Instead, they often reflect frustration over
its instrumental role in the expansion of social control. Yet, the binary of freedom
and control (Chun, 2008), characteristic for ideological frameworks pertaining to
liberal capitalist democracies, is increasingly at pains to explain what has become
evident with the creeping commercialization and concentration of market power in
digital networks. Information technologies are no different from other generalpurpose technologies on which they depend – such as mass manufacture, logistics,
or energy systems.
Information technologies shape capitalism – in return, capitalism shapes
information technologies. Technological innovation is driven by interests of
investors to profit from new commodity markets, and by their capacity to optimize
and increase productivity of other sectors of economy. The public has some
influence over development of information technologies. In fact, publicly funded
research and development has created and helped commercialize most of the
fundamental building blocks of our present digital infrastructures ranging from
microprocessors, touch-screens all the way to packet switching networks
(Mazzucato, 2013). However, public influence on commercially matured
information technologies has become limited, driven by imperatives of
accumulation and regulatory hegemony of the US.
When considering the structural interplay between technological development
and larger social systems, we cannot accept the position of technological
determinism – particularly not in the form of Promethean figures of enterpreneurs,
innovators and engineers who can solve the problems of the world. Technologies
are shaped socially, yet the position of outright social determinism is inacceptable
either. The reproduction of social relations depends on contingencies of
technological innovation, just as the transformation of social relations depends on
contingencies of actions by individuals, groups and institutions. Given the
asymmetries that exist between the capitalist core and the capitalist periphery, from
which we hail, strategies for using technologies as agents of social change differ
significantly.
PJ & AK: Based on your activist experience, what is the relationship between
information technologies and democracy?
MM & TM: This relation is typically discussed within the framework of
communicative action (Habermas, 1984 [1981], 1987 [1981]) which describes how
the power to speak to the public has become radically democratized, how digital
communication has coalesced into a global public sphere, and how digital
communication has catalysed the power of collective mobilization. Information
technologies have done all that – but the framework of communicative action
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describes only a part of the picture. Firstly, as Jodi Dean warns us in her critique of
communicative capitalism (Dean, 2005; see also Dean, 2009), the self-referential
intensity of communication frequently ends up as a substitute for the hard (and
rarely rewarding) work of political organization. Secondly, and more importantly,
Internet technologies have created the ‘winner takes all’ markets and benefited
more highly skilled workforce, thus helping to create extreme forms of economic
inequality (Brynjolfsson & McAfee, 2011). Thus, in any list of world’s richest
people, one can find an inordinate number of entrepreneurs from information
technology sector. This feeds deeply into neoliberal transformation of capitalist
societies, with growing (working and unemployed) populations left out of social
welfare which need to be actively appeased or policed. This is the structural
problem behind liberal democracies, electoral successes of the radical right, and
global “Trumpism” (Blyth, 2015). Intrinsic to contemporary capitalism,
information technologies reinforce its contradictions and pave its unfortunate trail
of destruction.
PJ & AK: Access to digital technologies and digital materials is dialectically
intertwined with human learning. For instance, Stallman’s definition of free
software directly addresses this issue in two freedoms: “Freedom 1: The freedom
to study how the program works, and change it to make it do what you wish,” and
“Freedom 3: The freedom to improve the program, and release your improvements
(and modified versions in general) to the public, so that the whole community
benefits” (Stallman, 2002: 43). Please situate the relationship between access and
learning in the contemporary context.
MM & TM: The relationships between digital technologies and education are
marked by the same contradictions and processes of enclosure that have befallen
the free software. Therefore, Eastern European scepticism towards free software is
equally applicable to education. The flip side of interactivity is audience
manipulation; the flip side of access and availability is (economic) domination.
Eroded by raising tuitions, expanding student debt, and poverty-level wages for
adjunct faculty, higher education is getting more and more exclusive. However,
occasional spread of enthusiasm through ideas such as MOOCs does not bring
about more emancipation and equality. While they preach loudly about unlimited
access for students at the periphery, neoliberal universities (backed up by venture
capital) are actually hoping to increase their recruitment business (models).
MOOCs predominantly serve members of privileged classes who already have
access to prestige universities, and who are “self-motivated, self-directed, and
independent individuals who would push to succeed anywhere” (Konnikova,
2014). It is a bit worrying that such rise of inequality results from attempts to
provide materials freely to everyone with Internet access!
The question of access to digital books for public libraries is different. Libraries
cannot afford digital books from world’s largest publishers (Digitalbookworld,
2012), and the small amount of already acquired e-books must destroyed after only
twenty six lendings (Greenfield, 2012). Thus, the issue of access is effectively left
to competition between Amazon, Google, Apple and other companies. The state of
affairs in scientific publishing is not any better. As we wrote in the collective open
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letter ‘In solidarity with Library Genesis and Sci-Hub’ (Custodians.online, 2015),
five for-profit publishers (Elsevier, Springer, Wiley-Blackwell, Taylor & Francis
and Sage) own more than half of all existing databases of academic material, which
are licensed at prices so scandalously high that even Harvard, the richest university
of the Global North, has complained that it cannot afford them any longer. Robert
Darnton, the past director of Harvard Library, says: “We faculty do the research,
write the papers, referee papers by other researchers, serve on editorial boards, all
of it for free … and then we buy back the results of our labor at outrageous prices.”
For all the work supported by public money benefiting scholarly publishers,
particularly the peer review that grounds their legitimacy, prices of journal articles
prohibit access to science to many academics – and all non-academics – across the
world, and render it a token of privilege (Custodians.online, 2015).
PJ & AK: Please describe the existing strategies for struggle against these
developments. What are their main strengths and weaknesses?
MM & TM: Contemporary problems in the field of production, access,
maintenance and distribution of knowledge regulated by globally harmonized
intellectual property regime have brought about tremendous economic, social,
political and institutional crisis and deadlock(s). Therefore, we need to revisit and
rethink our politics, strategies and tactics. We could perhaps find inspiration in the
world of free software production, where it seems that common effort, courage and
charming obstinacy are able to build alternative tools and infrastructures. Yet, this
model might be insufficient for the whole scope of crisis facing knowledge
production and dissemination. The aforementioned corporate appropriations of free
software such as ‘tivoizations,’ ‘walled gardens,’ ‘software-as-a-service’ etc. bring
about the problem of longevity of commons-based peer-production.
Furthermore, the sense of entitlement for building alternatives to dominant
modes of oppression can only arrive at the close proximity to capitalist centres of
power. The periphery (of capitalism), in contrast, relies on strategies of ‘stealing’
and bypassing socio-economic barriers by refusing to submit to the harmonized
regulation that sets the frame for global economic exchange. If we honestly look
back and try to compare the achievements of digital piracy vs. the achievements of
reformist Creative Commons, it is obvious that the struggle for access to
knowledge is still alive mostly because of piracy.
PJ & AK: This brings us to the struggle against (knowledge as) private
property. What are the main problems in this struggle? How do you go about them?
MM & TM: Many projects addressing the crisis of access to knowledge are
originated in Eastern Europe. Examples include Library Genesis, Science Hub,
Monoskop and Memory of the World. Balázs Bodó’s research (2016) on the ethos
of Library Genesis and Science Hub resonates with our beliefs, shared through all
abovementioned projects, that the concept of private property should not be taken
for granted. Private property can and should be permanently questioned,
challenged and negotiated. This is especially the case in the face of artificial
scarcity (such as lack of access to knowledge caused by intellectual property in
context of digital networks) or selfish speculations over scarce basic human

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resources (such as problems related to housing, water or waterfront development)
(Mars, Medak, & Sekulić, 2016).
The struggle to challenge the property regime used to be at the forefront of the
Free Software Movement. In the spectacular chain of recent events, where the
revelations of sweeping control and surveillance of electronic communications
brought about new heroes (Manning, Assange, Snowden), the hacker is again
reduced to the heroic cypherpunk outlaw. This firmly lies within the old Cold War
paradigm of us (the good guys) vs. them (the bad guys). However, only rare and
talented people are able to master cryptography, follow exact security protocols,
practice counter-control, and create a leak of information. Unsurprisingly, these
people are usually white, male, well-educated, native speakers of English.
Therefore, the narrative of us vs. them is not necessarily the most empowering, and
we feel that it requires a complementary strategy that challenges the property
regime as a whole. As our letter at Custodians.online says:
We find ourselves at a decisive moment. This is the time to recognize that the
very existence of our massive knowledge commons is an act of collective
civil disobedience. It is the time to emerge from hiding and put our names
behind this act of resistance. You may feel isolated, but there are many of us.
The anger, desperation and fear of losing our library infrastructures, voiced
across the Internet, tell us that. This is the time for us custodians, being dogs,
humans or cyborgs, with our names, nicknames and pseudonyms, to raise our
voices. Share your writing – digitize a book – upload your files. Don’t let our
knowledge be crushed. Care for the libraries – care for the metadata – care
for the backup. (Custodians.online, 2015)
FROM CIVIL DISOBEDIENCE TO PUBLIC LIBRARY

PJ & AK: Started in 2012, The Public Library project (Memory of the World,
2016a) is an important part of struggle against commodification of knowledge.
What is the project about; how did it arrive into being?
MM & TM: The Public Library project develops and affirms scenarios for
massive disobedience against current regulation of production and circulation of
knowledge and culture in the digital realm. Started in 2012, it created a lot of
resonance across the peripheries of an unevenly developed world of study and
learning. Earlier that year, takedown of the book-sharing site Library.nu produced
the anxiety that the equalizing effects brought about by piracy would be rolled
back. With the takedown, the fact that access to most recent and most relevant
knowledge was (finally) no longer a privilege of the rich academic institutions in a
few countries of the Global West, and/or the exclusive preserve of the academia to
boot – has simply disappeared into thin air. Certainly, various alternatives from
deep semi-periphery have quickly filled the gap. However, it is almost a miracle
that they still continue to exist in spite of prosecution they are facing on everyday
basis.

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Our starting point for the Public Library project is simple: public library is the
institutional form devised by societies in order to make knowledge and culture
accessible to all its members regardless their social or economic status. There is a
political consensus across the board that this principle of access is fundamental to
the purpose of a modern society. Only educated and informed citizens are able to
claim their rights and fully participate in the polity for common good. Yet, as
digital networks have radically expanded availability of literature and science,
provision of de-commodified access to digital objects has been by and large denied
to public libraries. For instance, libraries frequently do not have the right to
purchase e-books for lending and preservations. If they do, they are limited in
regards to how many times and under what conditions they can lend digital objects
before the license and the object itself is revoked (Greenfield, 2012). The case of
academic journals is even worse. As journals become increasingly digital, libraries
can provide access and ‘preserve’ them only for as long as they pay extortionate
subscriptions. The Public Library project fills in the space that remains denied to
real-world public libraries by building tools for organizing and sharing electronic
libraries, creating digitization workflows and making books available online.
Obviously, we are not alone in this effort. There are many other platforms, public
and hidden, that help people to share books. And the practice of sharing is massive.
PJ & AK: The Public Library project (Memory of the World, 2016a) is a part of
a wider global movement based, amongst other influences, on the seminal work of
Aaron Swartz. This movement consists of various projects including but not
limited to Library Genesis, Aaaaarg.org, UbuWeb, and others. Please situate The
Public Library project in the wider context of this movement. What are its distinct
features? What are its main contributions to the movement at large?
MM & TM: The Public Library project is informed by two historic moments in
the development of institution of public library The first defining moment
happened during the French Revolution – the seizure of library collections from
aristocracy and clergy, and their transfer to the Bibliothèque Nationale and
municipal libraries of the post-revolutionary Republic. The second defining
moment happened in England through working class struggles to make knowledge
accessible to the working class. After the revolution of 1848, that struggle resulted
in tax-supported public libraries. This was an important part of the larger attempt
by the Chartist movement to provide workers with “really useful knowledge”
aimed at raising class consciousness through explaining functioning of capitalist
domination and exploring ways of building workers’ own autonomous culture
(Johnson, 1988). These defining revolutionary moments have instituted two
principles underpinning the functioning of public libraries: a) general access to
knowledge is fundamental to full participation in the society, and b)
commodification of knowledge in the form of book trade needs to be limited by
public de-commodified non-monetary forms of access through public institutions.
In spite of enormous expansion of potentials for providing access to knowledge
to all regardless of their social status or geographic location brought about by the
digital technologies, public libraries have been radically limited in pursuing their
mission. This results in side-lining of public libraries in enormous expansion of
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commodification of knowledge in the digital realm, and brings huge profits to
academic publishers. In response to these limitations, a number of projects have
sprung up in order to maintain public interest by illegal means.
PJ & AK: Can you provide a short genealogy of these projects?
MM & TM: Founded in 1996, Ubu was one of the first online repositories.
Then, in 2001, Textz.com started distributing texts in critical theory. After
Textz.com got shot down in early 2004, it took another year for Aaaaarg to emerge
and Monoskop followed soon thereafter. In the latter part of the 2000s, Gigapedia
started a different trajectory of providing access to comprehensive repositories.
Gigapedia was a game changer, because it provided access to thousands and
thousands of scholarly titles and made access to that large corpus no longer limited
to those working or studying in the rich institutions of the Global North. In 2012
publishing industry shut down Gigapedia (at the time, it was known as Library.nu).
Fortunately, the resulting vacuum did not last for long, as Library.nu repository got
merged into the holdings of Library Genesis. Building on the legacy of Soviet
scholars who devised the ways of shadow production and distribution of
knowledge in the form of samizdat and early digital distribution of texts in the
post-Soviet period (Balázs, 2014), Library Genesis has built a robust infrastructure
with the mission to provide access to the largest online library in existence while
keeping a low profile. At this moment Library Genesis provides access to books,
and its sister project Science Hub provides access to academic journals. Both
projects are under threat of closure by the largest academic publisher Reed
Elsevier. Together with the Public Library project, they articulate a position of civil
disobedience.
PJ & AK: Please elaborate the position of civil disobedience. How does it
work; when is it justified?
MM & TM: Legitimating discourses usually claim that shadow libraries fall
into the category of non-commercial fair use. These arguments are definitely valid,
yet they do not build a particularly strong ground for defending knowledge
commons. Once they arrive under attack, therefore, shadow libraries are typically
shut down. In our call for collective disobedience, therefore, we want to make a
larger claim. Access to knowledge as a universal condition could not exist if we –
academics and non-academics across the unevenly developed world – did not
create own ways of commoning knowledge that we partake in producing and
learning. By introducing the figure of the custodian, we are turning the notion of
property upside down. Paraphrasing the Little Prince, to own something is to be
useful to that which you own (Saint-Exupéry, 1945). Custodians are the political
subjectivity of that disobedient work of care.
Practices of sharing, downloading, and uploading, are massive. So, if we want to
prevent our knowledge commons from being taken away over and over again, we
need to publicly and collectively stand behind our disobedient behaviour. We
should not fall into the trap of the debate about legality or illegality of our
practices. Instead, we should acknowledge that our practices, which have been
deemed illegal, are politically legitimate in the face of uneven opportunities
between the Global North and the Global South, in the face of commercialization
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of education and student debt in the Global North … This is the meaning of civil
disobedience – to take responsibility for breaking unjust laws.
PJ & AK: We understand your lack of interest for debating legality –
nevertheless, legal services are very interested in your work … For instance,
Marcell has recently been involved in a law suit related to Aaaaarg. Please describe
the relationship between morality and legality in your (public) engagement. When,
and under which circumstances, can one’s moral actions justify breaking the law?
MM & TM: Marcell has been recently drawn into a lawsuit that was filed
against Aaaaarg for copyright infringement. Marcell, the founder of Aaaaarg Sean
Dockray, and a number of institutions ranging from universities to continentalscale intergovernmental organizations, are being sued by a small publisher from
Quebec whose translation of André Bazin’s What is Cinema? (1967) was twice
scanned and uploaded to Aaaaarg by an unknown user. The book was removed
each time the plaintiff issued a takedown notice, resulting in minimal damages, but
these people are nonetheless being sued for 500.000 Canadian dollars. Should
Aaaaarg not be able to defend its existence on the principle of fair use, a valuable
common resource will yet again be lost and its founder will pay a high price. In this
lawsuit, ironically, there is little economic interest. But many smaller publishers
find themselves squeezed between the privatization of education which leaves
students and adjuncts with little money for books and the rapid concentration of
academic publishing. For instance, Taylor and Francis has acquired a smaller
humanities publisher Ashgate and shut it down in a matter of months (Save
Ashgate Publishing petition, 2015).
The system of academic publishing is patently broken. It syphons off public
funding of science and education into huge private profits, while denying living
wages and access to knowledge to its producers. This business model is legal, but
deeply illegitimate. Many scientists and even governments agree with this
conclusion – yet, situation cannot be easily changed because of entrenched power
passed down from the old models of publishing and their imbrication with
allocation of academic prestige. Therefore, the continuous existence of this model
commands civil disobedience.
PJ & AK: The Public Library project (Memory of the World, 2016a) operates
in various public domains including art galleries. Why did you decide to develop
The Public Library project in the context of arts? How do you conceive the
relationship between arts and activism?
MM & TM: We tend to easily conflate the political with the aesthetic.
Moreover, when an artwork expressedly claims political character, this seems to
grant it recognition and appraisal. Yet, socially reflective character of an artwork
and its consciously critical position toward the social reality might not be outright
political. Political action remains a separate form of agency, which is different than
that of socially reflexive, situated and critical art. It operates along a different logic
of engagement. It requires collective mobilization and social transformation.
Having said that, socially reflexive, situated and critical art cannot remain detached
from the present conjuncture and cannot exist outside the political space. Within
the world of arts, alternatives to existing social sensibilities and realities can be
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articulated and tested without paying a lot of attention to consistency and
plausibility. Whereas activism generally leaves less room for unrestricted
articulation, because it needs to produce real and plausible effects.
With the generous support of the curatorial collective What, How and for Whom
(WHW) (2016), the Public Library project was surprisingly welcomed by the art
world, and this provided us with a stage to build the project, sharpen its arguments
and ascertain legitimacy of its political demands. The project was exhibited, with
WHW and other curators, in some of the foremost art venues such as Reina Sofía
in Madrid, Württembergischer Kunstverein in Stuttgart, 98 Weeks in Beirut,
Museum of Contemporary Art Metelkova in Ljubljana, and Calvert 22 in London.
It is great to have a stage where we can articulate social issues and pursue avenues
of action that other social institutions might find risky to support. Yet, while the
space of art provides a safe haven from the adversarial world of political reality, we
think that the addressed issues need to be politicized and that other institutions,
primarily institutions of education, need to stand behind the demand for universal
access. For instance, teaching and research at the University in Zagreb critically
depends on the capacity of its faculty and students to access books and journals
from sources that are deemed illegal – in our opinion, therefore, the University
needs to take a public stand for these forms of access. In the world of
commercialized education and infringement liability, expecting the University to
publicly support us seems highly improbable. However, it is not impossible! This
was recently demonstrated by the Zürich Academy of Arts, which now hosts a
mirror of Ubu – a crucial resource for its students and faculty alike
(Custodians.online, 2016).
PJ & AK: In the current climate of economic austerity, the question of
resources has become increasingly important. For instance, Web 2.0. has narrowed
available spaces for traditional investigative journalism, and platforms such as
Airbnb and Uber have narrowed spaces for traditional labor. Following the same
line of argument, placing activism into art galleries clearly narrows available
spaces for artists. How do you go about this problem? What, if anything, should be
done with the activist takeover of traditional forms of art? Why?
MM & TM: Art can no longer stand outside of the political space, and it can no
longer be safely stowed away into a niche of supposed autonomy within bourgeois
public sphere detached from commodity production and the state. However, art
academies in Croatia and many other places throughout the world still churn out
artists on the premise that art is apolitical. In this view artists can specialize in a
medium and create in isolation of their studios – if their artwork is recognized as
masterful, it will be bought on the marketplace. This is patently a lie! Art in Croatia
depends on bonds of solidarity and public support.
Frequently it is the art that seeks political forms of engagement rather than vice
versa. A lot of headspace for developing a different social imaginary can be gained
from that venturing aspect of contemporary art. Having said that, art does not need
to be political in order to be relevant and strong.

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THE DOUBLE LIFE OF HACKER CULTURE

PJ & AK: The Public Library project (Memory of the World, 2016a) is essentially
pedagogical. When everyone is a librarian, and all books are free, living in the
world transforms into living with the world – so The Public Library project is also
essentially anti-capitalist. This brings us to the intersections between critical
pedagogy of Paulo Freire, Peter McLaren, Henry Giroux, and others – and the
hacker culture of Richard Stallman, Linus Torvalds, Steven Lévy, and others. In
spite of various similarities, however, critical pedagogy and hacker culture disagree
on some important points.
With its deep roots in Marxism, critical theory always insists on class analysis.
Yet, imbued in the Californian ideology (Barbrook and Cameron, 1996), the hacker
culture is predominantly individualist. How do you go about the tension between
individualism and collectivism in The Public Library project? How do you balance
these forces in your overall work?
MM & TM: Hacker culture has always lived a double life. Personal computers
and the Internet have set up a perfect projection screen for a mind-set which
understands autonomy as a pursuit for personal self-realisation. Such mind-set sees
technology as a frontier of limitless and unconditional freedom, and easily melds
with entrepreneurial culture of the Silicon Valley. Therefore, it is hardly a surprise
that individualism has become the hegemonic narrative of hacker culture.
However, not all hacker culture is individualist and libertarian. Since the 1990s, the
hacker culture is heavily divided between radical individualism and radical
mutualism. Fred Turner (2006), Richard Barbrook and Andy Cameron (1996) have
famously shown that radical individualism was built on freewheeling counterculture of the American hippie movement, while radical mutualism was built on
collective leftist traditions of anarchism and Marxism. This is evident in the Free
Software Movement, which has placed ethics and politics before economy and
technology. In her superb ethnographic work, Biella Coleman (2013) has shown
that projects such as GNU/Linux distribution Debian have espoused radically
collective subjectivities. In that regard, these projects stand closer to mutualist,
anarchist and communist traditions where collective autonomy is the foundation of
individual freedom.
Our work stands in that lineage. Therefore, we invoke two collective figures –
amateur librarian and custodian. These figures highlight the labor of communizing
knowledge and maintaining infrastructures of access, refuse to leave the commons
to the authority of professions, and create openings where technologies and
infrastructures can be re-claimed for radically collective and redistributive
endeavours. In that context, we are critical of recent attempts to narrow hacker
culture down to issues of surveillance, privacy and cryptography. While these
issues are clearly important, they (again) reframe the hacker community through
the individualist dichotomy of freedom and privacy, and, more broadly, through
the hegemonic discourse of the post-historical age of liberal capitalism. In this
way, the essential building blocks of the hacker culture – relations of production,
relations of property, and issues of redistribution – are being drowned out, and
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collective and massive endeavour of commonizing is being eclipsed by the
capacity of the few crypto-savvy tricksters to avoid government control.
Obviously, we strongly disagree with the individualist, privative and 1337 (elite)
thrust of these developments.
PJ & AK: The Public Library project (Memory of the World, 2016a) arrives
very close to visions of deschooling offered by authors such as Ivan Illich (1971),
Everett Reimer (1971), Paul Goodman (1973), and John Holt (1967). Recent
research indicates that digital technologies offer some fresh opportunities for the
project of deschooling (Hart, 2001; Jandrić, 2014, 2015b), and projects such as
Monoskop (Monoskop, 2016) and The Public Library project (Memory of the
World, 2016a) provide important stepping-stones for emancipation of the
oppressed. Yet, such forms of knowledge and education are hardly – if at all –
recognised by the mainstream. How do you go about this problem? Should these
projects try and align with the mainstream, or act as subversions of the mainstream,
or both? Why?
MM & TM: We are currently developing a more fine-tuned approach to
educational aspects of amateur librarianship. The forms of custodianship over
knowledge commons that underpin the practices behind Monoskop, Public Library,
Aaaaarg, Ubu, Library Genesis, and Science Hub are part and parcel of our
contemporary world – whether you are a non-academic with no access to scholarly
libraries, or student/faculty outside of the few well-endowed academic institutions
in the Global North. As much as commercialization and privatization of education
are becoming mainstream across the world, so are the strategies of reproducing
one’s knowledge and academic research that depend on the de-commodified access
of shadow libraries.
Academic research papers are narrower in scope than textbooks, and Monoskop
is thematically more specific than Library Genesis. However, all these practices
exhibit ways in which our epistemologies and pedagogies are built around
institutional structures that reproduce inequality and differentiated access based on
race, gender, class and geography. By building own knowledge infrastructures, we
build different bodies of knowledge and different forms of relating to our realities –
in words of Walter Mignolo, we create new forms of epistemic disobedience
(2009). Through Public Library, we have digitized and made available several
collections that represent epistemologically different corpuses of knowledge. A
good example of that is the digital collection of books selected by Black Panther
Herman Wallace as his dream library for political education (Memory of the
World, 2016b).
PJ & AK: Your work breaks traditional distinctions between professionals and
amateurs – when everyone becomes a librarian, the concepts of ‘professional
librarian’ and ‘amateur librarian’ become obsolete. Arguably, this tension is an
inherent feature of the digital world – similar trends can be found in various
occupations such as journalism and arts. What are the main consequences of the
new (power) dynamics between professionals and amateurs?
MM & TM: There are many tensions between amateurs and professionals.
There is the general tension, which you refer to as “the inherent feature of the
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digital world,” but there are also more historically specific tensions. We, amateur
librarians, are mostly interested in seizing various opportunities to politicize and
renegotiate the positions of control and empowerment in the tensions that are
already there. We found that storytelling is a particularly useful, efficient and
engaging way of politicization. The naïve and oft overused claim – particularly
during the Californian nineties – of the revolutionary potential of emerging digital
networks turned out to be a good candidate for replacement by a story dating back
two centuries earlier – the story of emergence of public libraries in the early days
of the French bourgeois revolution in the 19th century.
The seizure of book collections from the Church and the aristocracy in the
course of revolutions casts an interesting light on the tensions between the
professionals and the amateurs. Namely, the seizure of book collections didn’t lead
to an Enlightenment in the understanding of the world – a change in the paradigm
how we humans learn, write and teach each other about the world. Steam engine,
steam-powered rotary press, railroads, electricity and other revolutionary
technological innovations were not seen as results of scientific inquiry. Instead,
they were by and large understood as developments in disciplines such as
mechanics, engineering and practical crafts, which did not challenge religion as the
foundational knowledge about the world.
Consequently, public prayers continued to act as “hoped for solutions to cattle
plagues in 1865, a cholera epidemic in 1866, and a case of typhoid suffered by the
young Prince (Edward) of Wales in 1871” (Gieryn, 1983). Scientists of the time
had to demarcate science from both the religion and the mechanics to provide a
rationale for its supriority as opposed to the domains of spiritual and technical
discovery. Depending on whom they talked to, asserts Thomas F. Gieryn, scientists
would choose to discribe the science as either theoretical or empirical, pure or
applied, often in contradictory ways, but with a clear goal to legitimate to
authorities both the scientific endavor and its claim to resources. Boundary-work of
demarcation had the following characteristics:
(a) when the goal is expansion of authority or expertise into domains claimed
by other professions or occupations, boundary-work heightens the contrast
between rivals in ways flattering to the ideologists’ side;
(b) when the goal is monopolization of professional authority and resources,
boundary-work excludes rivals from within by defining them as outsiders
with labels such as ‘pseudo,’ ‘deviant,’ or ‘amateur’;
(c) when the goal is protection of autonomy over professional activities,
boundary-work exempts members from responsibility for consequences of
their work by putting the blame on scapegoats from outside. (Gieryn, 1983:
791–192)
Once institutionally established, modern science and its academic system have
become the exclusive instances where emerging disciplines had now to seek
recognition and acceptance. The new disciplines (and their respective professions),
in order to become acknowledged by the scientific community as legitimate, had to
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repeat the same boundary-work as the science in general once had to go through
before.
The moral of this story is that the best way for a new scientific discipline to
claim its territory was to articulate the specificity and importance of its insights in a
domain no other discipline claimed. It could achieve that by theorizing,
formalizing, and writing own vocabulary, methods and curricula, and finally by
asking the society to see its own benefit in acknowledging the discipline, its
practitioners and its practices as a separate profession – giving it the green light to
create its own departments and eventually join the productive forces of the world.
This is how democratization of knowledge led to the professionalization of science.
Another frequent reference in our storytelling is the history of
professionalization of computing and its consequences for the fields and disciplines
where the work of computer programmers plays an important role (Ensmenger,
2010: 14; Krajewski, 2011). Markus Krajewski in his great book Paper Machines
(2011), looking back on the history of index card catalog (an analysis that is
formative for our understanding of the significance of library catalog as an
epistemic tool), introduced a thought-provoking idea of the logical equivalence of
the developed index card catalog and the Turing machine, thus making the library a
vanguard of the computing. Granting that equivalence, we however think that the
professionalization of computing much better explains the challenges of today’s
librarianship and tensions between the amateur and professional librarians.
The world recognized the importance and potential of computer technology
much before computer science won its own autonomy in the academia. Computer
science first had to struggle and go through its own historical phase of boundarywork. In 1965 the Association for Computing Machinery (ACM) had decided to
pool together various attempts to define the terms and foundations of computer
science analysis. Still, the field wasn’t given its definition before Donald Knuth
and his colleagues established the algorithm as as the principle unit of analysis in
computer science in the first volume of Knuth’s canonical The Art of Computer
Programming (2011) [1968]. Only once the algorithm was posited as the main unit
of study of computer science, which also served as the basis for ACM’s
‘Curriculum ‘68’ (Atchison et al., 1968), the path was properly paved for the future
departments of computer science in the university.
PJ & AK: What are the main consequences of these stories for computer
science education?
MM & TM: Not everyone was happy with the algorithm’s central position in
computer science. Furthermore, since the early days, computer industry has been
complaining that the university does not provide students with practical
knowledge. Back in 1968, for instance, IBM researcher Hal Sackman said:
new departments of computer science in the universities are too busy
teaching simon-pure courses in their struggle for academic recognition to pay
serious time and attention to the applied work necessary to educate
programmers and systems analysts for the real world. (in Ensmenger, 2010:
133)
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Computer world remains a weird hybrid where knowledge is produced in both
academic and non-academic settings, through academic curricula – but also
through fairs, informal gatherings, homebrew computer clubs, hacker communities
and the like. Without the enthusiasm and the experiments with ways how
knowledge can be transferred and circulated between peers, we would have
probably never arrived to the Personal Computer Revolution in the beginning of
1980s. Without the amount of personal computers already in use, we would have
probably never experienced the Internet revolution in the beginning of 1990s. It is
through such historical development that computer science became the academic
centre of the larger computer universe which spread its tentacles into almost all
other known disciplines and professions.
PJ & AK: These stories describe the process of professionalization. How do
you go about its mirror image – the process of amateurisation?
MM & TM: Systematization, vocabulary, manuals, tutorials, curricula – all the
processes necessary for achieving academic autonomy and importance in the world
– prime a discipline for automatization of its various skills and workflows into
software tools. That happened to photography (Photoshop, 1990; Instagram, 2010),
architecture (AutoCAD, 1982), journalism (Blogger, 1999; WordPress, 2003),
graphic design (Adobe Illustrator, 1986; Pagemaker, 1987; Photoshop, 1988;
Freehand, 1988), music production (Steinberg Cubase, 1989), and various other
disciplines (Memory of the World, 2016b).
Usually, after such software tool gets developed and introduced into the
discipline, begins the period during which a number of amateurs start to ‘join’ that
profession. An army of enthusiasts with a specific skill, many self-trained and with
understanding of a wide range of software tools, join. This phenomenon often
marks a crisis as amateurs coming from different professional backgrounds start to
compete with certified and educated professionals in that field. Still, the future
development of the same software tools remains under control by software
engineers, who become experts in established workflows, and who promise further
optimizations in the field. This crisis of old professions becomes even more
pronounced if the old business models – and their corporate monopolies – are
challenged by the transition to digital network economy and possibly face the
algorithmic replacement of their workforce and assets.
For professions under these challenging conditions, today it is often too late for
boundary-work described in our earlier answer. Instead of maintaining authority
and expertise by labelling upcoming enthusiasts as ‘pseudo,’ ‘deviant,’ or
‘amateur,’ therefore, contemporary disciplines need to revisit own roots, values,
vision and benefits for society and then (re-)articulate the corpus of knowledge that
the discipline should maintain for the future.
PJ & AK: How does this relate to the dichotomy between amateur and
professional librarians?
MM & TM: We regard the e-book management software Calibre (2016),
written by Kovid Goyal, as a software tool which has benefited from the
knowledge produced, passed on and accumulated by librarians for centuries.
Calibre has made the task of creating and maintaining the catalog easy.
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Our vision is to make sharing, aggregating and accessing catalogs easy and
playful. We like the idea that every rendered catalog is stored on a local hard disk,
that an amateur librarian can choose when to share, and that when she decides to
share, the catalog gets aggregated into a library together with the collections of
other fellow amateur librarians (at https://library.memoryoftheworld.org). For the
purpose of sharing we wrote the Calibre plugin named let’s share books and set up
the related server infrastructure – both of which are easily replicable and
deployable into distributed clones.
Together with Voja Antonić, the legendary inventor of the first eight-bit
computer in Yugoslavia, we also designed and developed a series of book scanners
and used them to digitize hundreds of books focused to Yugoslav humanities such
as the Digital Archive of Praxis and the Korčula Summer School (2016), Catalogue
of Liberated Books (2013), books thrown away from Croatian public libraries
during ideological cleansing of the 1990s Written-off (2015), and the collection of
books selected by the Black Panther Herman Wallace as his dream library for
political education (Memory of the World, 2016b).
In our view, amateur librarians are complementary to professional librarians,
and there is so much to learn and share between each other. Amateur librarians care
about books which are not (yet) digitally curated with curiosity, passion and love;
they dare to disobey in pursuit for the emancipatory vision of the world which is
now under threat. If we, amateur librarians, ever succeed in our pursuits – that
should secure the existing jobs of professional librarians and open up many new
and exciting positions. When knowledge is easily accessed, (re)produced and
shared, there will be so much to follow up upon.
TOWARDS AN ACTIVIST PUBLIC PEDAGOGY

PJ & AK: You organize talks and workshops, publish books, and maintain a major
regional hub for people interested in digital cultures. In Croatia, your names are
almost synonymous with social studies of the digital – worldwide, you are
recognized as regional leaders in the field. Such engagement has a prominent
pedagogical component – arguably, the majority of your work can be interpreted as
public pedagogy. What are the main theoretical underpinnings of your public
pedagogy? How does it work in practice?
MM & TM: Our organization is a cluster of heterogeneous communities and
fields of interest. Therefore, our approaches to public pedagogy hugely vary. In
principle, we subscribe to the idea that all intelligences are equal and that all
epistemology is socially structured. In practice, this means that our activities are
syncretic and inclusive. They run in parallel without falling under the same
umbrella, and they bring together people of varying levels of skill – who bring in
various types of knowledge, and who arrive from various social backgrounds.
Working with hackers, we favour hands-on approach. For a number of years
Marcell has organized weekly Skill Sharing program (Net.culture club MaMa,
2016b) that has started from very basic skills. The bar was incrementally raised to
today’s level of the highly specialized meritocratic community of 1337 hackers. As
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the required skill level got too demanding, some original members left the group –
yet, the community continues to accommodate geeks and freaks. At the other end,
we maintain a theoretically inflected program of talks, lectures and publications.
Here we invite a mix of upcoming theorists and thinkers and some of the most
prominent intellectuals of today such as Jacques Rancière, Alain Badiou, Saskia
Sassen and Robert McChesney. This program creates a larger intellectual context,
and also provides space for our collaborators in various activities.
Our political activism, however, takes an altogether different approach. More
often than not, our campaigns are based on inclusive planning and direct decision
making processes with broad activist groups and the public. However, such
inclusiveness is usually made possible by a campaigning process that allows
articulation of certain ideas in public and popular mobilization. For instance, before
the Right to the City campaign against privatisation of the pedestrian zone in
Zagreb’s Varšavska Street coalesced together (Pravo na grad, 2016), we tactically
used media for more than a year to clarify underlying issues of urban development
and mobilize broad public support. At its peak, this campaign involved no less than
200 activists involved in the direct decision-making process and thousands of
citizens in the streets. Its prerequisite was hard day-to-day work by a small group
of people organized by the important member of our collective Teodor Celakoski.
PJ & AK: Your public pedagogy provides great opportunity for personal
development – for instance, talks organized by the Multimedia Institute have been
instrumental in shaping our educational trajectories. Yet, you often tackle complex
problems and theories, which are often described using complex concepts and
language. Consequently, your public pedagogy is inevitably restricted to those who
already possess considerable educational background. How do you balance the
popular and the elitist aspects of your public pedagogy? Do you intend to try and
reach wider audiences? If so, how would you go about that?
MM & TM: Our cultural work equally consists of more demanding and more
popular activities, which mostly work together in synergy. Our popular Human
Rights Film Festival (2016) reaches thousands of people; yet, its highly selective
programme echoes our (more) theoretical concerns. Our political campaigns are
intended at scalability, too. Demanding and popular activities do not contradict
each other. However, they do require very different approaches and depend on
different contexts and situations. In our experience, a wide public response to a
social cause cannot be simply produced by shaping messages or promoting causes
in ways that are considered popular. The response of the public primarily depends
on a broadly shared understanding, no matter its complexity, that a certain course
of action has an actual capacity to transform a specific situation. Recognizing that
moment, and acting tactfully upon it, is fundamental to building a broad political
process.
This can be illustrated by the aforementioned Custodians.online letter (2015)
that we recently co-authored with a number of our fellow library activists against
the injunction that allows Elsevier to shut down two most important repositories
providing access to scholarly writing: Science Hub and Library Genesis. The letter
is clearly a product of our specific collective work and dynamic. Yet, it clearly
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KNOWLEDGE COMMONS AND ACTIVIST PEDAGOGIES

articulates various aspects of discontent around this impasse in access to
knowledge, so it resonates with a huge number of people around the world and
gives them a clear indication that there are many who disobey the global
distribution of knowledge imposed by the likes of Elsevier.
PJ & AK: Your work is probably best described by John Holloway’s phrase
“in, against, and beyond the state” (Holloway, 2002, 2016). What are the main
challenges of working under such conditions? How do you go about them?
MM & TM: We could situate the Public Library project within the structure of
tactical agency, where one famously moves into the territory of institutional power
of others. While contesting the regulatory power of intellectual property over
access to knowledge, we thus resort to appropriation of universalist missions of
different social institutions – public libraries, UNESCO, museums. Operating in an
economic system premised on unequal distribution of means, they cannot but fail
to deliver on their universalist promise. Thus, while public libraries have a mission
to provide access to knowledge to all members of the society, they are severely
limited in what they can do to accomplish that mission in the digital realm. By
claiming the mission of universal access to knowledge for shadow libraries,
collectively built shared infrastructures redress the current state of affairs outside of
the territory of institutions. Insofar, these acts of commoning can indeed be
regarded as positioned beyond the state (Holloway, 2002, 2016).
Yet, while shadow libraries can complement public libraries, they cannot
replace public libraries. And this shifts the perspective from ‘beyond’ to ‘in and
against’: we all inhabit social institutions which reflect uneven development in and
between societies. Therefore, we cannot simply operate within binaries: powerful
vs. powerless, institutional vs. tactical. Our space of agency is much more complex
and blurry. Institutions and their employees resist imposed limitations, and
understand that their spaces of agency reach beyond institutional limitations.
Accordingly, the Public Library project enjoys strong and unequivocal complicity
of art institutions, schools and libraries for its causes and activities. While
collectively building practices that abolish the present state of affairs and reclaim
the dream of universal access to knowledge, we rearticulate the vision of a
radically equal society equipped with institutions that can do justice to that
“infinite demand” (Critchley, 2013). We are collectively pursuing this collective
dream – in words of our friend and our continuing inspiration Aaron Swartz: “With
enough of us, around the world, we’ll not just send a strong message opposing the
privatization of knowledge – we’ll make it a thing of the past. Will you join us?”
(Swartz, 2008).



hacker in Medak, Mars & WHW 2015


Medak, Mars & WHW
Public Library
2015


Public Library

may • 2015
price 50 kn

This publication is realized along with the exhibition
Public Library • 27/5 –13/06 2015 • Gallery Nova • Zagreb
Izdavači / Publishers
Editors
Tomislav Medak • Marcell Mars •
What, How & for Whom / WHW
ISBN 978-953-55951-3-7 [Što, kako i za koga/WHW]
ISBN 978-953-7372-27-9 [Multimedijalni institut]
A Cip catalog record for this book is available from the
National and University Library in Zagreb under 000907085

With the support of the Creative Europe Programme of the
European Union

ZAGREB • ¶ May • 2015

Public Library

1.
Marcell Mars, Manar Zarroug
& Tomislav Medak

75

Public Library (essay)
2.
Paul Otlet

87

Transformations in the Bibliographical
Apparatus of the Sciences
(Repertory — Classification — Office
of Documentation)
3.
McKenzie Wark

111

Metadata Punk
4.
Tomislav Medak
The Future After the Library
UbuWeb and Monoskop’s Radical Gestures

121

Marcell Mars,
Manar Zarroug
& Tomislav Medak

Public library (essay)

In What Was Revolutionary about the French Revolution? 01 Robert Darnton considers how a complete collapse of the social order (when absolutely
everything — all social values — is turned upside
down) would look. Such trauma happens often in
the life of individuals but only rarely on the level
of an entire society.
In 1789 the French had to confront the collapse of
a whole social order—the world that they defined
retrospectively as the Ancien Régime — and to find
some new order in the chaos surrounding them.
They experienced reality as something that could
be destroyed and reconstructed, and they faced
seemingly limitless possibilities, both for good and
evil, for raising a utopia and for falling back into
tyranny.02
The revolution bootstraps itself.
01 Robert H. Darnton, What Was Revolutionary about the
French Revolution? (Waco, TX: Baylor University Press,
1996), 6.
02 Ibid.

Public library (essay)

75

In the dictionaries of the time, the word revolution was said to derive from the verb to revolve and
was defined as “the return of the planet or a star to
the same point from which it parted.” 03 French political vocabulary spread no further than the narrow
circle of the feudal elite in Versailles. The citizens,
revolutionaries, had to invent new words, concepts
… an entire new language in order to describe the
revolution that had taken place.
They began with the vocabulary of time and space.
In the French revolutionary calendar used from 1793
until 1805, time started on 1 Vendémiaire, Year 1, a
date which marked the abolition of the old monarchy on (the Gregorian equivalent) 22 September
1792. With a decree in 1795, the metric system was
adopted. As with the adoption of the new calendar,
this was an attempt to organize space in a rational
and natural way. Gram became a unit of mass.
In Paris, 1,400 streets were given new names.
Every reminder of the tyranny of the monarchy
was erased. The revolutionaries even changed their
names and surnames. Le Roy or Leveque, commonly
used until then, were changed to Le Loi or Liberté.
To address someone, out of respect, with vous was
forbidden by a resolution passed on 24 Brumaire,
Year 2. Vous was replaced with tu. People are equal.
The watchwords Liberté, égalité, fraternité (freedom, equality, brotherhood)04 were built through
03 Ibid.
04 Slogan of the French Republic, France.fr, n.d.,
http://www.france.fr/en/institutions-and-values/slogan
-french-republic.html.

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M. Mars • M. Zarroug • T. Medak

literacy, new epistemologies, classifications, declarations, standards, reason, and rationality. What first
comes to mind about the revolution will never again
be the return of a planet or a star to the same point
from which it departed. Revolution bootstrapped,
revolved, and hermeneutically circularized itself.
Melvil Dewey was born in the state of New York in
1851.05 His thirst for knowledge was found its satisfaction in libraries. His knowledge about how to
gain knowledge was developed by studying libraries.
Grouping books on library shelves according to the
color of the covers, the size and thickness of the spine,
or by title or author’s name did not satisfy Dewey’s
intention to develop appropriate new epistemologies in the service of the production of knowledge
about knowledge. At the age of twenty-four, he had
already published the first of nineteen editions of
A Classification and Subject Index for Cataloguing
and Arranging the Books and Pamphlets of a Library,06 the classification system that still bears its
author’s name: the Dewey Decimal System. Dewey
had a dream: for his twenty-first birthday he had
announced, “My World Work [will be] Free Schools
and Free Libraries for every soul.”07
05 Richard F. Snow, “Melvil Dewey”, American Heritage 32,
no. 1 (December 1980),
http://www.americanheritage.com/content/melvil-dewey.
06 Melvil Dewey, A Classification and Subject Index for Cataloguing and Arranging the Books and Pamphlets of a
Library (1876), Project Gutenberg e-book 12513 (2004),
http://www.gutenberg.org/files/12513/12513-h/12513-h.htm.
07 Snow, “Melvil Dewey”.

Public library (essay)

77

His dream came true. Public Library is an entry
in the catalog of History where a fantastic decimal08
describes a category of phenomenon that—together
with free public education, a free public healthcare,
the scientific method, the Universal Declaration of
Human Rights, Wikipedia, and free software, among
others—we, the people, are most proud of.
The public library is a part of these invisible infrastructures that we start to notice only once they
begin to disappear. A utopian dream—about the
place from which every human being will have access to every piece of available knowledge that can
be collected—looked impossible for a long time,
until the egalitarian impetus of social revolutions,
the Enlightment idea of universality of knowledge,
and the expcetional suspenssion of the comercial
barriers to access to knowledge made it possible.
The internet has, as in many other situations, completely changed our expectations and imagination
about what is possible. The dream of a catalogue
of the world — a universal approach to all available
knowledge for every member of society — became
realizable. A question merely of the meeting of
curves on a graph: the point at which the line of
global distribution of personal computers meets
that of the critical mass of people with access to
the internet. Today nobody lacks the imagination
necessary to see public libraries as part of a global infrastructure of universal access to knowledge
for literally every member of society. However, the
08 “Dewey Decimal Classification: 001.”, Dewey.info, 27 October 2014, http://dewey.info/class/001/2009-08/about.en.

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M. Mars • M. Zarroug • T. Medak

emergence and development of the internet is taking place precisely at the point at which an institutional crisis—one with traumatic and inconceivable
consequences—has also begun.
The internet is a new challenge, creating experiences commonly proferred as ‘revolutionary’. Yet, a
true revolution of the internet is the universal access
to all knowledge that it makes possible. However,
unlike the new epistemologies developed during
the French revolution the tendency is to keep the
‘old regime’ (of intellectual property rights, market
concentration and control of access). The new possibilities for classification, development of languages,
invention of epistemologies which the internet poses,
and which might launch off into new orbits from
existing classification systems, are being suppressed.
In fact, the reactionary forces of the ‘old regime’
are staging a ‘Thermidor’ to suppress the public libraries from pursuing their mission. Today public
libraries cannot acquire, cannot even buy digital
books from the world’s largest publishers.09 The
small amount of e-books that they were able to acquire already they must destroy after only twenty-six
lendings.10 Libraries and the principle of universal
09 “American Library Association Open Letter to Publishers on
E-Book Library Lending”, Digital Book World, 24 September
2012, http://www.digitalbookworld.com/2012/americanlibrary-association-open-letter-to-publishers-on-e-booklibrary-lending/.
10 Jeremy Greenfield, “What Is Going On with Library E-Book
Lending?”, Forbes, 22 June 2012, http://www.forbes.com/
sites/jeremygreenfield/2012/06/22/what-is-going-on-withlibrary-e-book-lending/.

Public library (essay)

79

access to all existing knowledge that they embody
are losing, in every possible way, the battle with a
market dominated by new players such as Amazon.
com, Google, and Apple.
In 2012, Canada’s Conservative Party–led government cut financial support for Libraries and
Archives Canada (LAC) by Can$9.6 million, which
resulted in the loss of 400 archivist and librarian
jobs, the shutting down of some of LAC’s internet
pages, and the cancellation of the further purchase
of new books.11 In only three years, from 2010 to
2012, some 10 percent of public libraries were closed
in Great Britain.12
The commodification of knowledge, education,
and schooling (which are the consequences of a
globally harmonized, restrictive legal regime for intellectual property) with neoliberal austerity politics
curtails the possibilities of adapting to new sociotechnological conditions, let alone further development, innovation, or even basic maintenance of
public libraries’ infrastructure.
Public libraries are an endangered institution,
doomed to extinction.
Petit bourgeois denial prevents society from confronting this disturbing insight. As in many other
fields, the only way out offered is innovative mar11 Aideen Doran, “Free Libraries for Every Soul: Dreaming
of the Online Library”, The Bear, March 2014, http://www.
thebear-review.com/#!free-libraries-for-every-soul/c153g.
12 Alison Flood, “UK Lost More than 200 Libraries in 2012”,
The Guardian, 10 December 2012, http://www.theguardian.
com/books/2012/dec/10/uk-lost-200-libraries-2012.

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M. Mars • M. Zarroug • T. Medak

ket-based entrepreneurship. Some have even suggested that the public library should become an
open software platform on top of which creative
developers can build app stores13 or Internet cafés
for the poorest, ensuring that they are only a click
away from the Amazon.com catalog or the Google
search bar. But these proposals overlook, perhaps
deliberately, the fundamental principles of access
upon which the idea of the public library was built.
Those who are well-meaning, intelligent, and
tactfull will try to remind the public of all the many
sides of the phenomenon that the public library is:
major community center, service for the vulnerable,
center of literacy, informal and lifelong learning; a
place where hobbyists, enthusiasts, old and young
meet and share knowledge and skills.14 Fascinating. Unfortunately, for purely tactical reasons, this
reminder to the public does not always contain an
explanation of how these varied effects arise out of
the foundational idea of a public library: universal
access to knowledge for each member of the society produces knowledge, produces knowledge about
knowledge, produces knowledge about knowledge
transfer: the public library produces sociability.
The public library does not need the sort of creative crisis management that wants to propose what
13 David Weinberger, “Library as Platform”, Library Journal,
4 September 2012, http://lj.libraryjournal.com/2012/09/
future-of-libraries/by-david-weinberger/.
14 Shannon Mattern, “Library as Infrastructure”, Design
Observer, 9 June 2014, http://places.designobserver.com/
entryprint.html?entry=38488.

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81

the library should be transformed into once our society, obsessed with market logic, has made it impossible for the library to perform its main mission. Such
proposals, if they do not insist on universal access
to knowledge for all members, are Trojan horses for
the silent but galloping disappearance of the public
library from the historical stage. Sociability—produced by public libraries, with all the richness of its
various appearances—will be best preserved if we
manage to fight for the values upon which we have
built the public library: universal access to knowledge for each member of our society.
Freedom, equality, and brotherhood need brave librarians practicing civil disobedience.
Library Genesis, aaaaarg.org, Monoskop, UbuWeb
are all examples of fragile knowledge infrastructures
built and maintained by brave librarians practicing
civil disobedience which the world of researchers
in the humanities rely on. These projects are re-inventing the public library in the gap left by today’s
institutions in crisis.
Library Genesis15 is an online repository with over
a million books and is the first project in history to
offer everyone on the Internet free download of its
entire book collection (as of this writing, about fifteen terabytes of data), together with the all metadata
(MySQL dump) and PHP/HTML/Java Script code
for webpages. The most popular earlier reposito15 See http://libgen.org/.

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M. Mars • M. Zarroug • T. Medak

ries, such as Gigapedia (later Library.nu), handled
their upload and maintenance costs by selling advertising space to the pornographic and gambling
industries. Legal action was initiated against them,
and they were closed.16 News of the termination of
Gigapedia/Library.nu strongly resonated among
academics and book enthusiasts circles and was
even noted in the mainstream Internet media, just
like other major world events. The decision by Library Genesis to share its resources has resulted
in a network of identical sites (so-called mirrors)
through the development of an entire range of Net
services of metadata exchange and catalog maintenance, thus ensuring an exceptionally resistant
survival architecture.
aaaaarg.org, started by the artist Sean Dockray, is
an online repository with over 50,000 books and
texts. A community of enthusiastic researchers from
critical theory, contemporary art, philosophy, architecture, and other fields in the humanities maintains,
catalogs, annotates, and initiates discussions around
it. It also as a courseware extension to the self-organized education platform The Public School.17
16 Andrew Losowsky, “Library.nu, Book Downloading Site,
Targeted in Injunctions Requested by 17 Publishers,” Huffington Post, 15 February 2012, http://www.huffingtonpost.
com/2012/02/15/librarynu-book-downloading-injunction_
n_1280383.html.
17 “The Public School”, The Public School, n.d.,
https://www.thepublicschool.org/.

Public library (essay)

83

UbuWeb18 is the most significant and largest online
archive of avant-garde art; it was initiated and is lead
by conceptual artist Kenneth Goldsmith. UbuWeb,
although still informal, has grown into a relevant
and recognized critical institution of contemporary
art. Artists want to see their work in its catalog and
thus agree to a relationship with UbuWeb that has
no formal contractual obligations.
Monoskop is a wiki for the arts, culture, and media
technology, with a special focus on the avant-garde,
conceptual, and media arts of Eastern and Central
Europe; it was launched by Dušan Barok and others.
In the form of a blog Dušan uploads to Monoskop.
org/log an online catalog of curated titles (at the
moment numbering around 3,000), and, as with
UbuWeb, it is becoming more and more relevant
as an online resource.
Library Genesis, aaaaarg.org, Kenneth Goldsmith,
and Dušan Barok show us that the future of the
public library does not need crisis management,
venture capital, start-up incubators, or outsourcing but simply the freedom to continue extending
the dreams of Melvil Dewey, Paul Otlet19 and other
visionary librarians, just as it did before the emergence of the internet.

18 See http://ubu.com/.
19 “Paul Otlet”, Wikipedia, 27 October 2014,
http://en.wikipedia.org/wiki/Paul_Otlet.

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M. Mars • M. Zarroug • T. Medak

With the emergence of the internet and software
tools such as Calibre and “[let’s share books],”20 librarianship has been given an opportunity, similar to astronomy and the project SETI@home21, to
include thousands of amateur librarians who will,
together with the experts, build a distributed peerto-peer network to care for the catalog of available
knowledge, because
a public library is:
— free access to books for every member of society
— library catalog
— librarian
With books ready to be shared, meticulously
cataloged, everyone is a librarian.
When everyone is librarian, library is
everywhere.22


20 “Tools”, Memory of the World, n.d.,
https://www.memoryoftheworld.org/tools/.
21 See http://setiathome.berkeley.edu/.
22 “End-to-End Catalog”, Memory of the World, 26 November 2012,
https://www.memoryoftheworld.org/end-to-end-catalog/.

Public library (essay)

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Transformations
in the Bibliographical Apparatus
of the Sciences [1]
Repertory — Classification — Office
of Documentation
1. Because of its length, its extension to all countries,
the profound harm that it has created in everyone’s
life, the War has had, and will continue to have, repercussions for scientific productivity. The hour for
the revision of the old order is about to strike. Forced
by the need for economies of men and money, and
by the necessity of greater productivity in order to
hold out against all the competition, we are going to
have to introduce reforms into each of the branches
of the organisation of science: scientific research, the
preservation of its results, and their wide diffusion.
Everything happens simultaneously and the distinctions that we will introduce here are only to
facilitate our thinking. Always adjacent areas, or
even those that are very distant, exert an influence
on each other. This is why we should recognize the
impetus, growing each day even greater in the organisation of science, of the three great trends of
our times: the power of associations, technological
progress and the democratic orientation of institutions. We would like here to draw attention to some
of their consequences for the book in its capacity

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as an instrument for recording what has been discovered and as a necessary means for stimulating
new discoveries.
The Book, the Library in which it is preserved,
and the Catalogue which lists it, have seemed for
a long time as if they had achieved their heights of
perfection or at least were so satisfactory that serious
changes need not be contemplated. This may have
been so up to the end of the last century. But for a
score of years great changes have been occurring
before our very eyes. The increasing production of
books and periodicals has revealed the inadequacy of
older methods. The increasing internationalisation
of science has required workers to extend the range
of their bibliographic investigations. As a result, a
movement has occurred in all countries, especially
Germany, the United States and England, for the
expansion and improvement of libraries and for
an increase in their numbers. Publishers have been
searching for new, more flexible, better-illustrated,
and cheaper forms of publication that are better-coordinated with each other. Cataloguing enterprises
on a vast scale have been carried out, such as the
International Catalogue of Scientific Literature and
the Universal Bibliographic Repertory. [2]
Three facts, three ideas, especially merit study
for they represent something really new which in
the future can give us direction in this area. They
are: The Repertory, Classification and the Office of
Documentation.
•••

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2. The Repertory, like the book, has gradually been
increasing in size, and improvements in it suggest
the emergence of something new which will radically modify our traditional ideas.
From the point of view of form, a book can be
defined as a group of pages cut to the same format
and gathered together in such a way as to form a
whole. It was not always so. For a long time the
Book was a roll, a volumen. The substances which
then took the place of paper — papyrus and parchment — were written on continuously from beginning to end. Reading required unrolling. This was
certainly not very practical for the consultation of
particular passages or for writing on the verso. The
codex, which was introduced in the first centuries of
the modern era and which is the basis of our present
book, removed these inconveniences. But its faults
are numerous. It constitutes something completed,
finished, not susceptible of addition. The Periodical
with its successive issues has given science a continuous means of concentrating its results. But, in
its turn, the collections that it forms runs into the
obstacle of disorder. It is impossible to link similar
or connected items; they are added to one another
pell-mell, and research requires handling great masses of heavy paper. Of course indexes are a help and
have led to progress — subject indexes, sometimes
arranged systematically, sometimes analytically,
and indexes of names of persons and places. These
annual indexes are preceded by monthly abstracts
and are followed by general indexes cumulated every
five, ten or twenty-five years. This is progress, but
the Repertory constitutes much greater progress.

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The aim of the Repertory is to detach what the
book amalgamates, to reduce all that is complex to
its elements and to devote a page to each. Pages, here,
are leaves or cards according to the format adopted.
This is the “monographic” principle pushed to its
ultimate conclusion. No more binding or, if it continues to exist, it will become movable, that is to
say, at any moment the cards held fast by a pin or a
connecting rod or any other method of conjunction
can be released. New cards can then be intercalated,
replacing old ones, and a new arrangement made.
The Repertory was born of the Catalogue. In
such a work, the necessity for intercalations was
clear. Nor was there any doubt as to the unitary or
monographic notion: one work, one title; one title,
one card. As a result, registers which listed the same
collections of books for each library but which had
constantly to be re-done as the collections expanded,
have gradually been discarded. This was practical
and justified by experience. But upon reflection one
wonders whether the new techniques might not be
more generally applied.
What is a book, in fact, if not a single continuous line which has initially been cut to the length
of a page and then cut again to the size of a justified
line? Now, this cutting up, this division, is purely
mechanical; it does not correspond to any division
of ideas. The Repertory provides a practical means
of physically dividing the book according to the
intellectual division of ideas.
Thus, the manuscript library catalogue on cards
has been quickly followed by catalogues printed on
cards (American Library Bureau, the Catalogue or

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the Library of Congress in Washington) [3]; then by
bibliographies printed on cards (International Institute of Bibliography, Concilium Bibliographicum)
[4]; next, indices of species have been published on
cards (Index Speciorum) [5]. We have moved from
the small card to the large card, the leaf, and have
witnessed compendia abandoning the old form for
the new (Jurisclasseur, or legal digests in card form).
Even the idea of the encyclopedia has taken this
form (Nelson’s Perpetual Cyclopedia [6]).
Theoretically and technically, we now have in
the Repertory a new instrument for analytically or
monographically recording data, ideas, information. The system has been improved by divisionary cards of various shapes and colours, placed in
such a way that they express externally the outline
of the classification being used and reduce search
time to a minimum. It has been improved further
by the possibility of using, by cutting and pasting,
materials that have been printed on large leaves or
even books that have been published without any
thought of repertories. Two copies, the first providing the recto, the second the verso, can supply
all that is necessary. One has gone even further still
and, from the example of statistical machines like
those in use at the Census of Washington (sic) [7],
extrapolated the principle of “selection machines”
which perform mechanical searches in enormous
masses of materials, the machines retaining from
the thousands of cards processed by them only those
related to the question asked.
•••

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3. But such a development, like the Repertory before it, presupposes a classification. This leads us to
examine the second practical idea that is bringing
about the transformation of the book.
Classification plays an enormous role in scientific thought. If one could say that a science was a
well-made language, one could equally assert that
it is a completed classification. Science is made up
of verified facts which are organised in a structure
of systems, hypotheses, theories, laws. If there is
a certain order in things, it is necessary to have it
also in science which reflects and explains nature.
That is why, since the time of Greek thought until
the present, constant efforts have been made to improve classification. These have taken three principal directions: classification studied as an activity
of the mind; the general classification and sequence
of the sciences; the systematization appropriate to
each discipline. The idea of order, class, genus and
species has been studied since Aristotle, in passing
by Porphyrus, by the scholastic philosophers and by
modern logicians. The classification of knowledge
goes back to the Greeks and owes much to the contributions of Bacon and the Renaissance. It was posed
as a distinct and separate problem by D’Alembert
and the Encyclopédie, and by Ampère, Comte, and
Spencer. The recent work of Manouvrier, Durand
de Cros, Goblot, Naville, de la Grasserie, has focussed on various aspects of it. [8] As to systematics,
one can say that this has become the very basis of
the organisation of knowledge as a body of science.
When one has demonstrated the existence of 28 million stars, a million chemical compounds, 300,000

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vegetable species, 200,000 animal species, etc., it is
necessary to have a means, an Ariadne’s thread, of
finding one’s way through the labyrinth formed by
all these objects of study. Because there are sciences of beings as well as sciences of phenomena, and
because they intersect with each other as we better
understand the whole of reality, it is necessary that
this means be used to retrieve both. The state of development of a science is reflected at any given time
by its systematics, just as the general classification
of the sciences reflects the state of development of
the encyclopedia, of the philosophy of knowledge.
The need has been felt, however, for a practical
instrument of classification. The classifications of
which we have just spoken are constantly changing, at least in their detail if not in broad outline. In
practice, such instability, such variability which is
dependent on the moment, on schools of thought
and individuals, is not acceptable. Just as the Repertory had its origin in the catalogue, so practical
classification originated in the Library. Books represent knowledge and it is necessary to arrange them
in collections. Schemes for this have been devised
since the Middle Ages. The elaboration of grand
systems occurred in the 17th and 18th centuries
and some new ones were added in the 19th century. But when bibliography began to emerge as an
autonomous field of study, it soon began to develop
along the lines of the catalogue of an ideal library
comprising the totality of what had been published.
From this to drawing on library classifications was
but a step, and it was taken under certain conditions
which must be stressed.

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Up to the present time, 170 different classifications
have been identified. Now, no cooperation is possible if everyone stays shut up in his own system. It
has been necessary, therefore, to choose a universal
classification and to recommend it as such in the
same way that the French Convention recognized
the necessity of a universal system of weights and
measures. In 1895 the first International Conference
of Bibliography chose the Decimal Classification
and adopted a complete plan for its development. In
1904, the edition of the expanded tables appeared. A
new edition was being prepared when the war broke
out Brussels, headquarters of the International Institute of Bibliography, which was doing this work,
was part of the invaded territory.
In its latest state, the Decimal Classification has
become an instrument of great precision which
can meet many needs. The printed tables contain
33,000 divisions and they have an alphabetical index consisting of about 38,000 words. Learning is
here represented in its entire sweep: the encyclopedia of knowledge. Its principle is very simple. The
empiricism of an alphabetical classification by subject-heading cannot meet the need for organising
and systematizing knowledge. There is scattering;
there is also the difficulty of dealing with the complex expressions which one finds in the modern terminology of disciplines like medicine, technology,
and the social sciences. Above all, it is impossible
to achieve any international cooperation on such
a national basis as language. The Decimal Classification is a vast systematization of knowledge, “the
table of contents of the tables of contents” of all

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treatises. But, as it would be impossible to find a
particular subject’s relative place by reference to
another subject, a system of numbering is needed.
This is decimal, which an example will make clear.
Optical Physiology would be classified thus:
5 th Class
3rd Group
5th Division
7th Sub-division

Natural Sciences
Physics
Optics
Optical Physiology

or 535.7
This number 535.7 is called decimal because all
knowledge is taken as one of which each science is
a fraction and each individual subject is a decimal
subdivided to a lesser or greater degree. For the sake
of abbreviation, the zero of the complete number,
which would be 0.5357, has been suppressed because
the zero would be repeated in front of each number.
The numbers 5, 3, 5, 7 (which one could call five hundred and thirty-five point seven and which could
be arranged in blocks of three as for the telephone,
or in groups of twos) form a single number when
the implied words, “class, group, division and subdivision,” are uttered.
The classification is also called decimal because
all subjects are divided into ten classes, then each
of these into at least ten groups, and each group
into at least ten divisions. All that is needed for the
number 535.7 always to have the same meaning is
to translate the tables into all languages. All that is
needed to deal with future scientific developments

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in optical physiology in all of its ramifications is to
subdivide this number by further decimal numbers
corresponding to the subdivisions of the subject
Finally, all that is needed to ensure that any document or item pertaining to optical physiology finds
its place within the sum total of scientific subjects
is to write this number on it In the alphabetic index
to the tables references are made from each word
to the classification number just as the index of a
book refers to page numbers.
This first remarkable principle of the decimal
classification is generally understood. Its second,
which has been introduced more recently, is less
well known: the combination of various classification numbers whenever there is some utility in expressing a compound or complex heading. In the
social sciences, statistics is 31 and salaries, 331.2. By
a convention these numbers can be joined by the
simple sign : and one may write 31:331.2 statistics
of salaries.01
This indicates a general relationship, but a subject also has its place in space and time. The subject
may be salaries in France limited to a period such as
the 18th century (that is to say, from 1700 to 1799).
01 The first ten divisions are: 0 Generalities, 1 Philosophy, 2
Religion, 3 Social Sciences, 4 Philology, Language, 5 Pure
Sciences, 6 Applied Science, Medicine, 7 Fine Arts, 8 Literature, 9 History and Geography. The Index number 31 is
derived from: 3rd class social sciences, 1st group statistics. The
Index number 331.2 is derived from 3rd class social sciences,
3rd group political economy, 1st division topics about work,
2nd subdivision salaries.

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The sign that characterises division by place being
the parenthesis and that by time quotation marks
or double parentheses, one can write:
33:331.2 (44) «17» statistics — of salaries — in
France — in the 17th century
or ten figures and three signs to indicate, in terms
of the universe of knowledge, four subordinated
headings comprising 42 letters. And all of these
numbers are reversible and can be used for geographic or chronologic classification as well as for
subject classification:
(44) 31:331.2 «17»
France — Statistics — Salaries — 17th Century
«17» (44) 31:331.2
17th Century — France — Statistics — Salaries
The subdivisions of relation and location explained
here, are completed by documentary subdivisions
for the form and the language of the document (for
example, periodical, in Italian), and by functional
subdivisions (for example, in zoology all the divisions by species of animal being subdivided by biological aspects). It follows by virtue of the law of
permutations and combinations that the present
tables of the classification permit the formulation
at will of millions of classification numbers. Just as
arithmetic does not give us all the numbers readymade but rather a means of forming them as we
need them, so the classification gives us the means

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of creating classification numbers insofar as we have
compound headings that must be translated into a
notation of numbers.
Like chemistry, mathematics and music, bibliography thus has its own extremely simple notations:
numbers. Immediately and without confusion, it
allows us to find a place for each idea, for each thing
and consequently for each book, article, or document and even for each part of a book or document
Thus it allows us to take our bearings in the midst
of the sources of knowledge, just as the system of
geographic coordinates allows us to take our bearings on land or sea.
One may well imagine the usefulness of such a
classification to the Repertory. It has rid us of the
difficulty of not having continuous pagination. Cards
to be intercalated can be placed according to their
class number and the numbering is that of tables
drawn up in advance, once and for all, and maintained with an unvarying meaning. As the classification has a very general use, it constitutes a true
documentary classification which can be used in
various kinds of repertories: bibliographic repertories; catalogue-like repertories of objects, persons,
phenomena; and documentary repertories of files
made up of written or printed materials of all kinds.
The possibility can be envisaged of encyclopedic
repertories in which are registered and integrated
the diverse data of a scientific field and which draw
for this purpose on materials published in periodicals. Let each article, each report, each item of news
henceforth carry a classification number and, automatically, by clipping, encyclopedias on cards can

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be created in which all the results of international
scientific cooperation are brought together at the
same number. This constitutes a profound change
in the technology of the Book, since the repertory
thus formed is simultaneously a constantly up-dated book and a cooperative book in which are found
printed elements produced in all locations.
•••
4. If we can realize the third idea, the Office of Documentation, then reform will be complete. Such an
office is the old library, but adapted to a new function. Hitherto the library has been a museum of
books. Works were preserved in libraries because
they were precious objects. Librarians were keepers.
Such establishments were not organised primarily
for the use of documents. Moreover, their outmoded
regulations if they did not exclude the most modern
forms of publication at least did not admit them.
They have poor collections of journals; collections
of newspapers are nearly nonexistent; photographs,
films, phonograph discs have no place in them, nor
do film negatives, microscopic slides and many other “documents.” The subject catalogue is considered
secondary in the library so long as there is a good
register for administrative purposes. Thus there is
little possibility of developing repertories in the
library, that is to say of taking publications to pieces and redistributing them in a more directly and
quickly accessible form. For want of personnel to
arrange them, there has not even been a place for
the cards that are received already printed.

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The Office of Documentation, on the contrary, is
conceived of in such a way as to achieve all that is
lacking in the library. Collections of books are the
necessary basis for it, but books, far from being
considered as finished products, are simply materials which must be developed more fully. This
development consists in establishing the connections each individual book has with all of the other
books and forming from them all what might be
called The Universal Book. It is for this that we use
repertories: bibliographic repertories; repertories of
documentary dossiers gathering pamphlets and extracts together by subject; catalogues; chronological
repertories of facts or alphabetical ones of names;
encyclopedic repertories of scientific data, of laws,
of patents, of physical and technical constants, of
statistics, etc. All of these repertories will be set up
according to the method described above and arranged by the same universal classification. As soon
as an organisation to contain these repertories is
created, the Office of Documentation, one may be
sure that what happened to the book when libraries
first opened — scientific publication was regularised
and intensified — will happen to them. Then there
will be good reason for producing in bibliographies,
catalogues, and above all in books and periodicals
themselves, the rational changes which technology and the creative imagination suggest. What is
still an exception today will be common tomorrow.
New possibilities will exist for cooperative work
and for the more effective organisation of science.
•••

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5. Repertory, Classification, Office of Documentation are therefore the three related elements of a
single reform in our methods of registering scientific discoveries and making them available to the
greatest number of people. Already one must speak
less of experiments and uncertain trials than of the
beginning of serious achievement. The International Institute of Bibliography in Brussels constitutes
a vast intellectual cooperative whose members are
becoming more numerous each day. Associations,
scientific establishments, periodical publications,
scientific and technical workers of every kind are
affiliating with it. Its repertories contain millions of
cards. There are sections in several countries02 . But
this was before the War. Since its outbreak, a movement in France, England and the United States has
been emerging everywhere to improve the organisation of the Book. The Office of Documentation has
been suggested as the solution for the requirements
that have been discussed.
It is important that the world of science and
technology should support this movement and
above all that it should endeavour to apply the new
methods to the works which it will be necessary to
re-organise. Among the most important of these is
the International Catalogue of Scientific Literature,
that fine and great work begun at the initiative of the
Royal Society of London. Until now, this work has
02 In France, the Bureau Bibliographique de Paris and great
associations such as the Société pour l’encouragement de
l’industrie nationale, l’Association pour l’avancement des
sciences, etc., are affiliated with it.

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been carried on without relation to other works of
the same kind: it has not recognised the value of a
card repertory or a universal classification. It must
recognise them in the future.03 ❧

03 See Paul Otlet, “La Documentation et I’information au service de I’industrie”, Bulletin de la Société d’encouragement
de l’industrie nationale, June 1917. — La Documentation au
service de l’invention. Euréka, October 1917. — L’Institut
International de Bibliographie, Bibliographie de la France,
21 December 1917. — La Réorganisation du Catalogue international de la littérature scientifique. Revue générale des
sciences, IS February 1918. The publications of the Institute,
especially the expanded tables of the Decimal Classification,
have been deposited at the Bureau Bibliographique de Paris,
44 rue de Rennes at the apartments of the Société de l’encouragement. — See also the report presented by General
Sebert (9] to the Congrès du Génie civil, in March 1918 and
whose conclusions about the creation in Paris of a National
Office of Technical Documentation have been adopted.

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Editor’s Notes
[1] “Transformations operées dans l’appareil bibliographique
des sciences,” Revue scientifique 58 (1918): 236-241.
[2] The International Catalogue of Scientific Literature, an enormous work, was compiled by a Central Bureau under the
sponsorship of the Royal Society from material sent in from
Regional Bureaus around the world. It was published annually beginning in 1902 in 17 parts each corresponding to
a major subject division and comprising one or more volumes. Publication was effectively suspended in 1914. By the
time war broke out, the Universal Bibliographic Repertory
contained over 11 million entries.
[3] For card publication by the Library Bureau and Library of
Congress, see Edith Scott, “The Evolution of Bibliographic
Systems in the United States, 1876–1945” and Editor’s Note
36 to the second paper and Note 5 to the seventh paper in
International Organisation and Dissemination of Knowledge; Selected Essays of Paul Otlet, translated and edited by
W. Boyd Rayward. Amsterdam: Elsevier, 1990: 148–156.
[4] Otlet refers to the Concilium Bibliographicum also in Paper
No. 7, “The Reform of National Bibliographies...” in International Organisation and Dissemination of Knowledge; Selected
Essays of Paul Otlet. See also Editor’s Note 5 in that paper
for the major bibliographies published by the Concilium
Bibliographicum.
[5] A possible example of what Otlet is referring to here is the
Gray Herbarium Index. This was “planned to provide cards
for all the names of vascular plant taxa attributable to the

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Western Hemisphere beginning with the literature of 1886”
(Gray Herbarium Index, Preface, p. iii). Under its first compiler, 20 instalments consisting in all of 28,000 cards were
issued between 1894 and 1903. It has been continued after
that time and was for many years “issued quarterly at the
rate of about 4,000 cards per year.” At the time the cards
were reproduced in a printed catalogue by G. K. Hall in 1968,
there were 85 subscribers to the card sets.
[6] Nelson’s Perpetual Loose-Leaf Encylcopedia was a popular,
12-volume work which went through many editions, its
principle being set down at the beginning of the century.
It was published in binders and the publisher undertook to
supply a certain number of pages of revisions (or renewals)
semi-annually after each edition, the first of which appeared
in 1905. An interesting reference presumably to this work
occurs in a notice, “An Encylcopedia on the Card-Index System,” in the Scientific American 109 (1913): 213. The Berlin
Correspondent of the journal reports a proposal made in
Berlin which contains “an idea, in a sense ... already carried
out in an American loose-leaf encyclopedia, the publishers
of which supply new pages to take the place of those that
are obsolete” (Nelsons, an English firm, set up a New York
branch in 1896. Publication in the U.S. of works to be widely
circulated there was a requirement of the copyright law.)
The reporter observes that the principle suggested “affords
a means of recording all facts at present known as well as
those to be discovered in the future, with the same safety
and ease as though they were registered in our memory, by
providing a universal encyclopedia, incessantly keeping
abreast of the state of human knowledge.” The “bookish”
form of conventional encyclopedias acts against its future
success. “In the case of a mere storehouse of facts the in-

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finitely more mobile form of the card index should however
be adopted, possibly,” the author goes on making a most interesting reference, “in conjunction with Dr. Goldschmidt’s
Microphotographic Library System.” The need for a central
institute, the nature of its work, the advantages of the work
so organised are described in language that is reminiscent
of that of Paul Otlet (see also the papers of Goldschmidt
and Otlet translated in International Organisation and
Dissemination of Knowledge; Selected Essays of Paul Otlet).
[7] These machines were derived from Herman Hollerith’s
punched cards and tabulating machines. Hollerith had
introduced them under contract into the U.S. Bureau of
the Census for the 1890 census. This equipment was later
modified and developed by the Bureau. Hollerith, his invention and his business connections lie at the roots of the
present IBM company. The equipment and its uses in the
census from 1890 to 1910 are briefly described in John H.
Blodgett and Claire K. Schultz, “Herman Hollerith: Data
Processing Pioneer,” American Documentation 20 (1969):
221-226. As they observe, suggesting the accuracy of Otlet’s
extrapolation, “his was not simply a calculating machine,
it performed selective sorting, an operation basic to all information retrieval.”
[8] The history of the classification of knowledge has been treated
in English in detail by E.C. Richardson in his Classification
Theoretical and Practical, the first edition of which appeared
in 1901 and was followed by editions in 1912 and 1930. A
different treatment is given in Robert Flint’s Philosophy as
Scientia Scientarium: a History of the Classification of the
Sciences which appeared in 1904. Neither of these works
deal with Manouvrier, a French anthropologist, or Durand

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de Cros. Joseph-Pierre Durand, sometimes called Durand
de Cros after his birth place, was a French physiologist and
philosopher who died in 1900. In his Traité de documentation,
in the context of his discussion of classification, Otlet refers
to an Essai de taxonomie by Durand published by Alcan. It
seems that this is an error for Aperçus de taxonomie (Alcan,
1899).
[9] General Hippolyte Sebert was President of the Association française pour l’avancement des sciences, and the Société d’encouragement pour l’industrie nationale. He had
been active in the foundation of the Bureau bibliographique
de Paris. For other biographical information about him see
Editor’s Note 9 to Paper no 17, “Henri La Fontaine”, in International Organisation and Dissemination of Knowledge;
Selected Essays of Paul Otlet.

English translation of the Paul Otlet’s text published with the
permission of W. Boyd Rayward. The translation was originally
published as Paul Otlet, “Transformations in the Bibliographical
Apparatus of the Sciences: Repertory–Classification–Office of
Documentation”, in International Organisation and Dissemination of Knowledge; Selected Essays of Paul Otlet, translated and
edited by W. Boyd Rayward, Amsterdam: Elsevier, 1990: 148–156.

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107

108

public library

http://aaaaarg.org/

109

McKenzie Wark

Metadata Punk

So we won the battle but lost the war. By “we”, I
mean those avant-gardes of the late twentieth century whose mission was to free information from the
property form. It was always a project with certain
nuances and inconsistencies, but over-all it succeeded beyond almost anybody’s wildest dreams. Like
many dreams, it turned into a nightmare in the end,
the one from which we are now trying to awake.
The place to start is with what the situationists
called détournement. The idea was to abolish the
property form in art by taking all of past art and
culture as a commons from which to copy and correct. We see this at work in Guy Debord’s texts and
films. They do not quote from past works, as to do
so acknowledges their value and their ownership.
The elements of détournement are nothing special.
They are raw materials for constructing theories,
narratives, affects of a subjectivity no longer bound
by the property form.
Such a project was recuperated soon enough
back into the art world as “appropriation.” Richard
Prince is the dialectical negation of Guy Debord,

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in that appropriation values both the original fragment and contributes not to a subjectivity outside of
property but rather makes a career as an art world
star for the appropriating artist. Of such dreams is
mediocrity made.
If there was a more promising continuation of
détournement it had little to do with the art world.
Détournement became a social movement in all but
name. Crucially, it involved an advance in tools,
from Napster to Bitorrent and beyond. It enabled
the circulation of many kinds of what Hito Steyerl
calls the poor image. Often low in resolution, these
détourned materials circulated thanks both to the
compression of information but also because of the
addition of information. There might be less data
but there’s added metadata, or data about data, enabling its movement.
Needless to say the old culture industries went
into something of a panic about all this. As I wrote
over ten years ago in A Hacker Manifesto, “information wants to be free but is everywhere in chains.”
It is one of the qualities of information that it is indifferent to the medium that carries it and readily
escapes being bound to things and their properties.
Yet it is also one of its qualities that access to it can
be blocked by what Alexander Galloway calls protocol. The late twentieth century was — among other
things — about the contradictory nature of information. It was a struggle between détournement and
protocol. And protocol nearly won.
The culture industries took both legal and technical steps to strap information once more to fixity
in things and thus to property and scarcity. Inter-

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estingly, those legal steps were not just a question of
pressuring governments to make free information
a crime. It was also a matter of using international
trade agreements as a place outside the scope of de­
mo­­cratic oversight to enforce the old rules of property. Here the culture industries join hands with the
drug cartels and other kinds of information-based
industry to limit the free flow of information.
But laws are there to be broken, and so are protocols of restriction such as encryption. These were
only ever delaying tactics, meant to shore up old
monopoly business for a bit longer. The battle to
free information was the battle that the forces of
détournement largely won. Our defeat lay elsewhere.
While the old culture industries tried to put information back into the property form, there were
other kinds of strategy afoot. The winners were not
the old culture industries but what I call the vulture
industries. Their strategy was not to try to stop the
flow of free information but rather to see it as an
environment to be leveraged in the service of creating a new kind of business. “Let the data roam free!”
says the vulture industry (while quietly guarding
their own patents and trademarks). What they aim
to control is the metadata.
It’s a new kind of exploitation, one based on an
unequal exchange of information. You can have the
little scraps of détournement that you desire, in exchange for performing a whole lot of free labor—and
giving up all of the metadata. So you get your little
bit of data; they get all of it, and more importantly,
any information about that information, such as
the where and when and what of it.

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It is an interesting feature of this mode of exploitation that you might not even be getting paid for your
labor in making this information—as Trebor Scholz
as pointed out. You are working for information
only. Hence exploitation can be extended far beyond
the workplace and into everyday life. Only it is not
so much a social factory, as the autonomists call it.
This is more like a social boudoir. The whole of social
space is in some indeterminate state between public
and private. Some of your information is private to
other people. But pretty much all of it is owned by
the vulture industry — and via them ends up in the
hands of the surveillance state.
So this is how we lost the war. Making information free seemed like a good idea at the time. Indeed, one way of seeing what transpired is that we
forced the ruling class to come up with these new
strategies in response to our own self-organizing
activities. Their actions are reactions to our initiatives. In this sense the autonomists are right, only
it was not so much the actions of the working class
to which the ruling class had to respond in this case,
as what I call the hacker class. They had to recuperate a whole social movement, and they did. So our
tactics have to change.
In the past we were acting like data-punks. Not
so much “here’s three chords, now form your band.”
More like: “Here’s three gigs, now go form your autonomous art collective.” The new tactic might be
more question of being metadata-punks. On the one
hand, it is about freeing information about information rather than the information itself. We need
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control. On the other hand, it might be an idea to
be a bit discreet about it. Maybe not everyone needs
to know about it. Perhaps it is time to practice what
Zach Blas calls infomatic opacity.
Three projects seem to embody much of this
spirit to me. One I am not even going to name or
discuss, as discretion seems advisable in that case.
It takes matters off the internet and out of circulation among strangers. Ask me about it in person if
we meet in person.
The other two are Monoskop Log and UbuWeb.
It is hard to know what to call them. They are websites, archives, databases, collections, repositories,
but they are also a bit more than that. They could be
thought of also as the work of artists or of curators;
of publishers or of writers; of archivists or researchers. They contain lots of files. Monoskop is mostly
books and journals; UbuWeb is mostly video and
audio. The work they contain is mostly by or about
the historic avant-gardes.
Monoskop Log bills itself as “an educational
open access online resource.” It is a component part
of Monoskop, “a wiki for collaborative studies of
art, media and the humanities.” One commenter
thinks they see the “fingerprint of the curator” but
nobody is named as its author, so let’s keep it that
way. It is particularly strong on Eastern European
avant-garde material. UbuWeb is the work of Kenneth Goldsmith, and is “a completely independent
resource dedicated to all strains of the avant-garde,
ethnopoetics, and outsider arts.”
There’s two aspects to consider here. One is the
wealth of free material both sites collect. For any-

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body trying to teach, study or make work in the
avant-garde tradition these are very useful resources.
The other is the ongoing selection, presentation and
explanation of the material going on at these sites
themselves. Both of them model kinds of ‘curatorial’
or ‘publishing’ behavior.
For instance, Monoskop has wiki pages, some
better than Wikipedia, which contextualize the work
of a given artist or movement. UbuWeb offers “top
ten” lists by artists or scholars which give insight
not only into the collection but into the work of the
person making the selection.
Monoskop and UbuWeb are tactics for intervening in three kinds of practices, those of the artworld, of publishing and of scholarship. They respond to the current institutional, technical and
political-economic constraints of all three. As it
says in the Communist Manifesto, the forces for social change are those that ask the property question.
While détournement was a sufficient answer to that
question in the era of the culture industries, they try
to formulate, in their modest way, a suitable tactic
for answering the property question in the era of
the vulture industries.
This takes the form of moving from data to metadata, expressed in the form of the move from writing
to publishing, from art-making to curating, from
research to archiving. Another way of thinking this,
suggested by Hiroki Azuma would be the move from
narrative to database. The object of critical attention
acquires a third dimension, a kind of informational
depth. The objects before us are not just a text or an
image but databases of potential texts and images,
with metadata attached.

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The object of any avant-garde is always to practice the relation between aesthetics and everyday
life with a new kind of intensity. UbuWeb and
Monoskop seem to me to be intimations of just
such an avant-garde movement. One that does not
offer a practice but a kind of meta-practice for the
making of the aesthetic within the everyday.
Crucial to this project is the shifting of aesthetic
intention from the level of the individual work to the
database of works. They contain a lot of material, but
not just any old thing. Some of the works available
here are very rare, but not all of them are. It is not
just rarity, or that the works are available for free.
It is more that these are careful, artful, thoughtful
collections of material. There are the raw materials here with which to construct a new civilization.
So we lost the battle, but the war goes on. This
civilization is over, and even its defenders know it.
We live in among ruins that accrete in slow motion.
It is not so much a civil war as an incivil war, waged
against the very conditions of existence of life itself.
So even if we have no choice but to use its technologies and cultures, the task is to build another way
of life among the ruins. Here are some useful practices, in and on and of the ruins. ❧

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public library

http://midnightnotes.memoryoftheworld.org/

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The Future After the Library
UbuWeb and Monoskop’s
Radical Gestures

The institution of the public library has crystallized,
developed and advanced around historical junctures
unleashed by epochal economic, technological and
political changes. A series of crises since the advent
of print have contributed to the configuration of the
institutional entanglement of the public library as
we know it today:01 defined by a publicly available
collection, housed in a public building, indexed and
made accessible with a help of a public catalog, serviced by trained librarians and supported through
public financing. Libraries today embody the idea
of universal access to all knowledge, acting as custodians of a culture of reading, archivists of material
and ephemeral cultural production, go-betweens
of information and knowledge. However, libraries have also embraced a broader spirit of public
service and infrastructure: providing information,
01 For the concept and the full scope of the contemporary library
as institutional entanglement see Shannon Mattern, “Library
as Infrastructure”, Places Journal, accessed April 9, 2015,
https://placesjournal.org/article/library-as-infrastructure/.

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education, skills, assistance and, ultimately, shelter
to their communities — particularly their most vulnerable members.
This institutional entanglement, consisting in
a comprehensive organization of knowledge, universally accessible cultural goods and social infrastructure, historically emerged with the rise of (information) science, social regulation characteristic
of modernity and cultural industries. Established
in its social aspect as the institutional exemption
from the growing commodification and economic
barriers in the social spheres of culture, education
and knowledge, it is a result of struggles for institutionalized forms of equality that still reflect the
best in solidarity and universality that modernity
had to offer. Yet, this achievement is marked by
contradictions that beset modernity at its core. Libraries and archives can be viewed as an organon
through which modernity has reacted to the crises
unleashed by the growing production and fixation
of text, knowledge and information through a history of transformations that we will discuss below.
They have been an epistemic crucible for the totalizing formalizations that have propelled both the
advances and pathologies of modernity.
Positioned at a slight monastic distance and indolence toward the forms of pastoral, sovereign or
economic domination that defined the surrounding world that sustained them, libraries could never
close the rift or between the universalist aspirations
of knowledge and their institutional compromise.
Hence, they could never avoid being the battlefield
where their own, and modernity’s, ambivalent epis-

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temic and social character was constantly re-examined and ripped asunder. It is this ambivalent
character that has been a potent motor for critical theory, artistic and political subversion — from
Marx’s critique of political economy, psychoanalysis
and historic avant-gardes, to revolutionary politics.
Here we will examine the formation of the library
as an epistemic and social institution of modernity
and the forms of critical engagement that continue
to challenge the totalizing order of knowledge and
appropriation of culture in the present.
Here Comes the Flood02
Prior to the advent of print, the collections held in
monastic scriptoria, royal courts and private libraries
typically contained a limited number of canonical
manuscripts, scrolls and incunabula. In Medieval
and early Renaissance Europe the canonized knowledge considered necessary for the administration of
heavenly and worldly affairs was premised on reading and exegesis of biblical and classical texts. It is
02 The metaphor of the information flood, here incanted in the
words of Peter Gabriel’s song with apocalyptic overtones, as
well as a good part of the historic background of the development of index card catalog in the following paragraphs
are based on Markus Krajewski, Paper Machines: About
Cards & Catalogs, 1548–1929 (MIT Press, 2011). The organizing idea of Krajewski’s historical account, that the index
card catalog can be understood as a Turing machine avant
la lettre, served as a starting point for the understanding
of the library as an epistemic institution developed here.

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estimated that by the 15th century in Western Europe
there were no more than 5 million manuscripts held
mainly in the scriptoria of some 21,000 monasteries and a small number of universities. While the
number of volumes had grown sharply from less
than 0.8 million in the 12th century, the number of
monasteries had remained constant throughout that
period. The number of manuscripts read averaged
around 1,000 per million inhabitants, with the total
population of Europe peaking around 60 million.03
All in all, the book collections were small, access was
limited and reading culture played a marginal role.
The proliferation of written matter after the invention of mechanical movable type printing would
greatly increase the number of books, but also the
patterns of literacy and knowledge production. Already in the first fifty years after Gutenberg’s invention, 12 million volumes were printed, and from
this point onwards the output of printing presses
grew exponentially to 700 million volumes in the
18th century. In the aftermath of the explosion in
book production the cost of producing and buying
books fell drastically, reducing the economic barriers to literacy, but also creating a material vector
for a veritable shift of the epistemic paradigm. The
03 For an economic history of the book in the Western Europe
see Eltjo Buringh and Jan Luiten Van Zanden, “Charting
the ‘Rise of the West’: Manuscripts and Printed Books in
Europe, A Long-Term Perspective from the Sixth through
Eighteenth Centuries”, The Journal of Economic History 69,
No. 02 (June 2009): 409–45, doi:10.1017/S0022050709000837,
particularly Tables 1-5.

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emerging reading public was gaining access to the
new works of a nascent Enlightenment movement,
ushering in the modern age of science. In parallel
with those larger epochal transformations, the explosion of print also created a rising tide of new books
that suddenly inundated the libraries. The libraries
now had to contend both with the orders-of-magnitude greater volume of printed matter and the
growing complexity of systematically storing, ordering, classifying and tracking all of the volumes
in their collection. An once almost static collection
of canonical knowledge became an ever expanding
dynamic flux. This flood of new books, the first of
three to follow, presented principled, infrastructural and organizational challenges to the library that
radically transformed and coalesced its functions.
The epistemic shift created by this explosion of
library holdings led to a revision of the assumption
that the library is organized around a single holy
scripture and a small number of classical sources.
Coextensive with the emergence and multiplication of new sciences, the books that were entering
the library now covered an ever diversified scope
of topics and disciplines. And the sheer number of
new acquisitions demanded the physical expansion of libraries, which in turn required a radical
rethinking of the way the books were stored, displayed and indexed. In fact, the flood caused by the
printing press was nothing short of a revolution in
the organization, formalization and processing of
information and knowledge. This becomes evident
in the changes that unfolded between the 16th and
the early 20th in the cataloging of library collections.

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The initial listings of books were kept in bound
volumes, books in their own right. But as the number of items arriving into the library grew, the constant need to insert new entries made the bound
book format increasingly impractical for library
catalogs. To make things more complicated still,
the diversification of the printed matter demanded
a richer bibliographic description that would allow
better comprehension of what was contained in the
volumes. Alongside the name of the author and the
book’s title, the description now needed to include
the format of the volume, the classification of the
subject matter and the book’s location in the library.
As the pace of new arrivals accelerated, the effort to
create a library catalog became unending, causing a
true crisis in the emerging librarian profession. This
would result in a number of physical and epistemic
innovations in the organization and formalization
of information and knowledge. The requirement
to constantly rearrange the order of entries in the
listing lead to the eventual unbinding of the bound
catalog into separate slips of paper and finally to the
development of the index card catalog. The unbound
index cards and their floating rearrangement, not
unlike that of the movable type, would in turn result in the design of filing cabinets. From Conrad
Gessner’s Bibliotheca Universalis, a three-volume
book-format catalog of around 3,000 authors and
10,000 texts, arranged alphabetically and topically,
published in the period 1545–1548; Gottfried Wilhelm Leibniz’s proposals for a universal library
during his tenure at the Wolfenbüttel library in the
late 17th century; to Gottfried van Swieten’s catalog

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of the Viennese court library, the index card catalog and the filing cabinets would develop almost to
their present form.04
The unceasing inflow of new books into the library
prompted the need to spatially organize and classify
the arrangement of the collection. The simple addition of new books to the shelves by size; canonical
relevance or alphabetical order, made little sense
in a situation where the corpus of printed matter
was quickly expanding and no individual librarian
could retain an intimate overview of the library’s
entire collection. The inflow of books required that
the brimming shelf-space be planned ahead, while
the increasing number of expanding disciplines required that the collection be subdivided into distinct
sections by fields. First the shelves became classified
and then the books individually received a unique
identifier. With the completion of the Josephinian
catalog in the Viennese court library, every book became compartmentalized according to a systematic
plan of sciences and assigned a unique sequence of
a Roman numeral, a Roman letter and an Arabic
numeral by which it could be tracked down regardless of its physical location.05 The physical location
of the shelves in the library no longer needed to be
reflected in the ordering of the catalog, and the catalog became a symbolic representation of the freely
re-arrangeable library. In the technological lingo of
today, the library required storage, index, search
and address in order to remain navigable. It is this
04 Krajewski, Paper Machines, op. cit., chapter 2.
05 Ibid., 30.

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formalization of a universal system of classification
of objects in the library with the relative location of
objects and re-arrangeable index that would then in
1876 receive its present standardized form in Melvil
Dewey’s Decimal System.
The development of the library as an institution of
public access and popular literacy did not proceed
apace with the development of its epistemic aspects.
It was only a series of social upheavals and transformations in the course of the 18th and 19th century
that would bring about another flood of books and
political demands, pushing the library to become
embedded in an egalitarian and democratic political culture. The first big step in that direction came
with the decision of the French revolutionary National Assembly from 2 November 1789 to seize all
book collections from the Church and aristocracy.
Million of volumes were transferred to the Bibliothèque Nationale and local libraries across France.
In parallel, particularly in England, capitalism was
on the rise. It massively displaced the impoverished rural population into growing urban centers,
propelled the development of industrial production and, by the mid-19th century, introduced the
steam-powered rotary press into the book business.
As books became more easily, and mass produced,
the commercial subscription libraries catering to the
better-off parts of society blossomed. This brought
the class aspect of the nascent demand for public
access to books to the fore. After the failed attempts
to introduce universal suffrage and end the system
of political representation based on property entitlements in 1830s and 1840s, the English Chartist

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movement started to open reading rooms and cooperative lending libraries that would quickly become
a popular hotbed of social exchanges between the
lower classes. In the aftermath of the revolutionary
upheavals of 1848, the fearful ruling classes heeded
the demand for tax-financed public libraries, hoping
that the access to literature and edification would
ultimately hegemonize the working class for the
benefits of capitalism’s culture of self-interest and
competition.06
The Avant-gardes in the Library
As we have just demonstrated, the public library
in its epistemic and social aspects coalesced in the
context of the broader social transformations of
modernity: early capitalism and processes of nation-building in Europe and the USA. These transformations were propelled by the advancement of
political and economic rationalization, public and
business administration, statistical and archival
procedures. Archives underwent a corresponding and largely concomitant development with the
libraries, responding with a similar apparatus of
classification and ordering to the exponential expansion of administrative records documenting the
social world and to the historicist impulse to capture the material traces of past events. Overlaying
the spatial organization of documentation; rules
06 For the social history of public library see Matthew Battles,
Library: An Unquiet History (Random House, 2014) chapter
5: “Books for all”.

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of its classification and symbolic representation of
the archive in reference tools, they tried to provide
a formalization adequate to the passion for capturing historical or present events. Characteristic
of the ascendant positivism of the 19th century, the
archivists’ and librarians’ epistemologies harbored
a totalizing tendency that would become subject to
subversion and displacement in the first decades of
the 20th century.
The assumption that the classificatory form can
fully capture the archival content would become
destabilized over and over by the early avant-gardist
permutations of formal languages of classification:
dadaist montage of the contingent compositional
elements, surrealist insistence on the unconscious
surpluses produced by automatized formalized language, constructivist foregrounding of dynamic and
spatialized elements in the acts of perception and
cognition of an artwork.07 The material composition
of the classified and ordered objects already contained formalizations deposited into those objects
by the social context of their provenance or projected onto them by the social situation of encounter
with them. Form could become content and content
could become form. The appropriations, remediations and displacements exacted by the neo-avantgardes in the second half of the 20th century pro07 Sven Spieker, The Big Archive: Art from Bureaucracy (MIT
Press, 2008) provides a detailed account of strategies that
the historic avant-gardes and the post-war art have developed toward the classificatory and ordering regime of the
archive.

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duced subversions, resignifications and simulacra
that only further blurred the lines between histories
and their construction, dominant classifications and
their immanent instabilities.
Where does the library fit into this trajectory? Operating around an uncertain and politically embattled universal principle of public access to knowledge
and organization of information, libraries continued being sites of epistemic and social antagonisms,
adaptations and resilience in response to the challenges created by the waves of radical expansion of
textuality and conflicting social interests between
the popular reading culture and the commodification of cultural consumption. This precarious position is presently being made evident by the third
big flood — after those unleashed by movable type
printing and the social context of industrial book
production — that is unfolding with the transition
of the book into the digital realm. Both the historic
mode of the institutional regulation of access and
the historic form of epistemic classification are
swept up in this transformation. While the internet
has made possible a radically expanded access to
digitized culture and knowledge, the vested interests of cultural industries reliant on copyright for
their control over cultural production have deepened the separation between cultural producers and
their readers, listeners and viewers. While the hypertextual capacity for cross-reference has blurred
the boundaries of the book, digital rights management technologies have transformed e-books into
closed silos. Both the decommodification of access
and the overcoming of the reified construct of the

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self-enclosed work in the form of a book come at
the cost of illegality.
Even the avant-gardes in all their inappropriable
and idiosyncratic recalcitrance fall no less under
the legally delimited space of copyrightable works.
As they shift format, new claims of ownership and
appropriation are built. Copyright is a normative
classification that is totalizing, regardless of the
effects of leaky networks speaking to the contrary.
Few efforts have insisted on the subverting of juridical classification by copyright more lastingly than
the UbuWeb archive. Espousing the avant-gardes’
ethos of appropriation, for almost 20 years it has
collected and made accessible the archives of the
unknown; outsider, rare and canonized avant-gardes and contemporary art that would otherwise remained reserved for the vaults and restricted access
channels of esoteric markets, selective museological
presentations and institutional archives. Knowing
that asking to publish would amount to aligning itself with the totalizing logic of copyright, UbuWeb
has shunned the permission culture. At the level of
poetical operation, as a gesture of displacing the cultural archive from a regime of limited, into a regime
of unlimited access, it has created provocations and
challenges directed at the classifying and ordering
arrangements of property over cultural production.
One can only assume that as such it has become a
mechanism for small acts of treason for the artists,
who, short of turning their back fully on the institutional arrangements of the art world they inhabit,
use UbuWeb to release their own works into unlimited circulation on the net. Sometimes there might

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be no way or need to produce a work outside the
restrictions imposed by those institutions, just as
sometimes it is for academics impossible to avoid
the contradictory world of academic publishing,
yet that is still no reason to keep one’s allegiance to
their arrangements.
At the same time UbuWeb has played the game
of avant-gardist subversion: “If it doesn’t exist on
the internet, it doesn’t exist”. Provocation is most
effective when it is ignorant of the complexities of
the contexts that it is directed at. Its effect starts
where fissures in the defense of the opposition start
to show. By treating UbuWeb as massive evidence
for the internet as a process of reappropriation, a
process of “giving to all”, its volunteering spiritus
movens, Kenneth Goldsmith, has been constantly rubbing copyright apologists up the wrong way.
Rather than producing qualifications, evasions and
ambivalences, straightforward affirmation of copy­
ing, plagiarism and reproduction as a dominant
yet suppressed mode of operation of digital culture re-enacts the avant-gardes’ gesture of taking
no hostages from the officially sanctioned systems
of classification. By letting the incumbents of control over cultural production react to the norm of
copying, you let them struggle to dispute the norm
rather than you having to try to defend the norm.
UbuWeb was an early-comer, starting in 1996
and still functioning today on seemingly similar
technology, it’s a child of the early days of World
Wide Web and the promissory period of the experimental internet. It’s resolutely Web 1.0, with
a single maintainer, idiosyncratically simple in its

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layout and programmatically committed to the
eventual obsolescence and sudden abandonment.
No platform, no generic design, no widgets, no
kludges and no community features. Only Beckett
avec links. Endgame.
A Book is an Index is an Index is an Index...
Since the first book flood, the librarian dream of
epistemological formalization has revolved around
the aspiration to cross-reference all the objects in
the collection. Within the physical library the topical designation has been relegated to the confines of
index card catalog that remained isolated from the
structure of citations and indexes in the books themselves. With the digital transition of the book, the
time-shifted hypertextuality of citations and indexes
became realizable as the immediate cross-referentiality of the segments of individual text to segments
of other texts and other digital artifacts across now
permeable boundaries of the book.
Developed as a wiki for collaborative studies of
art, media and the humanities, Monoskop.org took
up the task of mapping and describing avant-gardes and media art in Europe. In its approach both
indexical and encyclopedic, it is an extension of
the collaborative editing made possible by wiki
technology. Wikis rose to prominence in the early
2000s allowing everyone to edit and extend websites running on that technology by mastering a
very simple markup language. Wikis have been the
harbinger of a democratization of web publishing
that would eventually produce the largest collabo-

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rative website on the internet — the Wikipedia, as
well as a number of other collaborative platforms.
Monoskop.org embraces the encyclopedic spirit of
Wikipedia, focusing on its own specific topical and
topological interests. However, from its earliest days
Monoskop.org has also developed as a form of index
that maps out places, people, artworks, movements,
events and venues that compose the dense network
of European avant-gardes and media art.
If we take the index as a formalization of cross-referential relations between names of people, titles
of works and concepts that exist in the books and
across the books, what emerges is a model of a relational database reflecting the rich mesh of cultural
networks. Each book can serve as an index linking
its text to people, other books, segments in them.
To provide a paradigmatic demonstration of that
idea, Monoskop.org has assembled an index of all
persons in Friedrich Kittler’s Discourse Networks,
with each index entry linking both to its location
in the digital version of the book displayed on the
aaaaarg.org archive and to relevant resources for
those persons on the Monoskop.org and the internet. Hence, each object in the library, an index
in its own right, potentially allows one to initiate
the relational re-classification and re-organization
of all other works in the library through linkable
information.
Fundamental to the works of the post-socialist
retro-avant-gardes of the last couple of decades has
been the re-writing of a history of art in reverse.
In the works of IRWIN, Laibach or Mladen Stilinović, or comparable work of Komar & Melamid,

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135

totalizing modernity is detourned by re-appropriating the forms of visual representation and classification that the institutions of modernity used to
construct a linear historical narrative of evolutions
and breaks in the 19th and 20th century. Genealogical
tables, events, artifacts and discourses of the past
were re-enacted, over-affirmed and displaced to
open up the historic past relegated to the archives
to an understanding that transformed the present
into something radically uncertain. The efforts of
Monoskop.org in digitizing of the artifacts of the
20th century avant-gardes and playing with the
epistemic tools of early book culture is a parallel
gesture, with a technological twist. If big data and
the control over information flows of today increasingly naturalizes and re-affirms the 19th century
positivist assumptions of the steerablity of society,
then the endlessly recombinant relations and affiliations between cultural objects threaten to overflow
that recurrent epistemic framework of modernity’s
barbarism in its cybernetic form.
The institution of the public library finds itself
today under a double attack. One unleashed by
the dismantling of the institutionalized forms of
social redistribution and solidarity. The other by
the commodifying forces of expanding copyright
protections and digital rights management, control
over the data flows and command over the classification and order of information. In a world of
collapsing planetary boundaries and unequal development, those who control the epistemic order

136

Tomislav Medak

control the future.08 The Googles and the NSAs run
on capturing totality — the world’s knowledge and
communication made decipherable, organizable and
controllable. The instabilities of the epistemic order
that the library continues to instigate at its margins
contributes to keeping the future open beyond the
script of ‘commodify and control’. In their acts of
re-appropriation UbuWeb and Monoskop.org are
but a reminder of the resilience of libraries’ instability that signals toward a future that can be made
radically open. ❧

08 In his article “Controlling the Future—Edward Snowden and
the New Era on Earth”, (accessed April 13, 2015, http://www.
eurozine.com/articles/2014-12-19-altvater-en.html), Elmar
Altvater makes a comparable argument that the efforts of
the “Five Eyes” to monitor the global communication flows,
revealed by Edward Snowden, and the control of the future
social development defined by the urgency of mitigating the
effects of the planetary ecological crisis cannot be thought
apart.

The Future After the Library

137

138

public library

http://kok.memoryoftheworld.org

139

Public Library
www.memoryoftheworld.org

Publishers
What, How & for Whom / WHW
Slovenska 5/1 • HR-10000 Zagreb
+385 (0) 1 3907261
whw@whw.hr • www.whw.hr
ISBN 978-953-55951-3-7 [Što, kako i za koga/WHW]
Multimedia Institute
Preradovićeva 18 • HR-10000 Zagreb
+385 (0)1 4856400
mi2@mi2.hr • www.mi2.hr
ISBN 978-953-7372-27-9 [Multimedijalni institut]
Editors
Tomislav Medak • Marcell Mars • What, How & for Whom / WHW
Copy Editor
Dušanka Profeta [Croatian]
Anthony Iles [English]
Translations
Una Bauer
Tomislav Medak
Dušanka Profeta
W. Boyd Rayward
Design & layout
Dejan Kršić @ WHW
Typography
MinionPro [robert slimbach • adobe]

English translation of the Paul
Otlet’s text published with the permission of W. Boyd
Rayward. The translation was originally published as
Paul Otlet, “Transformations in the Bibliographical
Apparatus of the Sciences: Repertory–Classification–Office
of Documentation”, in International Organisation and
Dissemination of Knowledge; Selected Essays of Paul Otlet,
translated and edited by W. Boyd Rayward, Amsterdam:
Elsevier, 1990: 148–156. ❧
format / size
120 × 200 mm
pages
144
Paper
Agrippina 120 g • Rives Laid 300 g
Printed by
Tiskara Zelina d.d.
Print Run
1000
Price
50 kn
May • 2015

This publication, realized along with the exhibition
Public Library in Gallery Nova, Zagreb 2015, is a part of
the collaborative project This Is Tomorrow. Back to Basics:
Forms and Actions in the Future organized by What, How
& for Whom / WHW, Zagreb, Tensta Konsthall, Stockholm
and Latvian Center for Contemporary Art / LCCA, Riga, as a
part of the book edition Art As Life As Work As Art. ❧

Supported by
Office of Culture, Education and Sport of the City of Zagreb
Ministry of Culture of the Republic of Croatia
Croatian Government Office for Cooperation with NGOs
Creative Europe Programme of the European Commission.
National Foundation for Civil Society Development
Kultura Nova Foundation

This project has been funded with support
from European Commision. This publication reflects
the views only of the authors, and the Commission
cannot be held responsible for any use which may be
made of the information contained therein. ❧
Publishing of this book is enabled by financial support of
the National Foundation for Civil Society Development.
The content of the publication is responsibility of
its authors and as such does not necessarily reflect
the views of the National Foundation. ❧
This project is financed
by the Croatian Government Office for Cooperation
with NGOs. The views expressed in this publication
are the sole responsibility of the publishers. ❧

This book is licensed under a Creative
Commons Attribution–ShareAlike 4.0
International License. ❧

Public Library

may • 2015
price 50 kn



hacker in Medak, Sekulic & Mertens 2014


Medak, Sekulic & Mertens
Book Scanning and Post-Processing Manual Based on Public Library Overhead Scanner v1.2
2014


PUBLIC LIBRARY
&
MULTIMEDIA INSTITUTE

BOOK SCANNING & POST-PROCESSING MANUAL
BASED ON PUBLIC LIBRARY OVERHEAD SCANNER

Written by:
Tomislav Medak
Dubravka Sekulić
With help of:
An Mertens

Creative Commons Attribution - Share-Alike 3.0 Germany

TABLE OF CONTENTS

Introduction
3
I. Photographing a printed book
7
I. Getting the image files ready for post-processing
11
III. Transformation of source images into .tiffs
13
IV. Optical character recognition
16
V. Creating a finalized e-book file
16
VI. Cataloging and sharing the e-book
16
Quick workflow reference for scanning and post-processing
18
References
22

INTRODUCTION:
BOOK SCANNING - FROM PAPER BOOK TO E-BOOK
Initial considerations when deciding on a scanning setup
Book scanning tends to be a fragile and demanding process. Many factors can go wrong or produce
results of varying quality from book to book or page to page, requiring experience or technical skill
to resolve issues that occur. Cameras can fail to trigger, components to communicate, files can get
corrupted in the transfer, storage card doesn't get purged, focus fails to lock, lighting conditions
change. There are trade-offs between the automation that is prone to instability and the robustness
that is prone to become time consuming.
Your initial choice of book scanning setup will have to take these trade-offs into consideration. If
your scanning community is confined to your hacklab, you won't be risking much if technological
sophistication and integration fails to function smoothly. But if you're aiming at a broad community
of users, with varying levels of technological skill and patience, you want to create as much timesaving automation as possible on the condition of keeping maximum stability. Furthermore, if the
time of individual members of your scanning community can contribute is limited, you might also
want to divide some of the tasks between users and their different skill levels.
This manual breaks down the process of digitization into a general description of steps in the
workflow leading from the printed book to a digital e-book, each of which can be in a concrete
situation addressed in various manners depending on the scanning equipment, software, hacking
skills and user skill level that are available to your book scanning project. Several of those steps can
be handled by a single piece of equipment or software, or you might need to use a number of them your mileage will vary. Therefore, the manual will try to indicate the design choices you have in the
process of planning your workflow and should help you make decisions on what design is best for
you situation.
Introducing book scanner designs
The book scanning starts with the capturing of digital image files on the scanning equipment. There
are three principle types of book scanner designs:
 flatbed scanner
 single camera overhead scanner
 dual camera overhead scanner
Conventional flatbed scanners are widely available. However, given that they require the book to be
spread wide open and pressed down with the platen in order to break the resistance of the book
binding and expose sufficiently the inner margin of the text, it is the most destructive approach for
the book, imprecise and slow.
Therefore, book scanning projects across the globe have taken to custom designing improvised
setups or scanner rigs that are less destructive and better suited for fast turning and capturing of
pages. Designs abound. Most include:




one or two digital photo cameras of lesser or higher quality to capture the pages,
transparent V-shaped glass or Plexiglas platen to press the open book against a V-shape
cradle, and
a light source.

The go-to web resource to help you make an informed decision is the DIY book scanning
community at http://diybookscanner.org. A good place to start is their intro
(http://wiki.diybookscanner.org/ ) and scanner build list (http://wiki.diybookscanner.org/scannerbuild-list ).
The book scanners with a single camera are substantially cheaper, but come with an added difficulty
of de-warping the distorted page images due to the angle that pages are photographed at, which can
sometimes be difficult to correct in the post-processing. Hence, in this introductory chapter we'll
focus on two camera designs where the camera lens stands relatively parallel to the page. However,
with a bit of adaptation these instructions can be used to work with any other setup.
The Public Library scanner
In the focus of this manual is the scanner built for the Public Library project, designed by Voja
Antonić (see Illustration 1). The Public Library scanner was built with the immediate use by a wide
community of users in mind. Hence, the principle consideration in designing the Public Library
scanner was less sophistication and more robustness, facility of use and distributed process of
editing.
The board designs can be found here: http://www.memoryoftheworld.org/blog/2012/10/28/ourbeloved-bookscanner. The current iterations are using two Canon 1100 D cameras with the kit lens
Canon EF-S 18-55mm 1:3.5-5.6 IS. Cameras are auto-charging.

Illustration 1: Public Library Scanner
The scanner operates by automatically lowering the Plexiglas platen, illuminating the page and then
triggering camera shutters. The turning of pages and the adjustments of the V-shaped cradle holding

the book are manual.
The scanner is operated by a two-button controller (see Illustration 2). The upper, smaller button
breaks the capture process in two steps: the first click lowers the platen, increases the light level and
allows you to adjust the book or the cradle, the second click triggers the cameras and lifts the platen.
The lower button has
two modes. A quick
click will execute the
whole capture process in
one go. But if you hold
it pressed longer, it will
lower the platen,
allowing you to adjust
the book and the cradle,
and lift it without
triggering cameras when
you press again.

Illustration 2: A two-button controller

More on this manual: steps in the book scanning process
The book scanning process in general can be broken down in six steps, each of which will be dealt
in a separate chapter in this manual:
I. Photographing a printed book
I. Getting the image files ready for post-processing
III. Transformation of source images into .tiffs
IV. Optical character recognition
V. Creating a finalized e-book file
VI. Cataloging and sharing the e-book
A step by step manual for Public Library scanner
This manual is primarily meant to provide a detailed description and step-by-step instructions for an
actual book scanning setup -- based on the Voja Antonić's scanner design described above. This is a
two-camera overhead scanner, currently equipped with two Canon 1100 D cameras with EF-S 1855mm 1:3.5-5.6 IS kit lens. It can scan books of up to A4 page size.
The post-processing in this setup is based on a semi-automated transfer of files to a GNU/Linux
personal computer and on the use of free software for image editing, optical character recognition
and finalization of an e-book file. It was initially developed for the HAIP festival in Ljubljana in
2011 and perfected later at MaMa in Zagreb and Leuphana University in Lüneburg.
Public Library scanner is characterized by a somewhat less automated yet distributed scanning
process than highly automated and sophisticated scanner hacks developed at various hacklabs. A
brief overview of one such scanner, developed at the Hacker Space Bruxelles, is also included in
this manual.
The Public Library scanning process proceeds thus in following discrete steps:

1. creating digital images of pages of a book,
2. manual transfer of image files to the computer for post-processing,
3. automated renaming of files, ordering of even and odd pages, rotation of images and upload to a
cloud storage,
4. manual transformation of source images into .tiff files in ScanTailor
5. manual optical character recognition and creation of PDF files in gscan2pdf
The detailed description of the Public Library scanning process follows below.
The Bruxelles hacklab scanning process
For purposes of comparison, here we'll briefly reference the scanner built by the Bruxelles hacklab
(http://hackerspace.be/ScanBot). It is a dual camera design too. With some differences in hardware functionality
(Bruxelles scanner has automatic turning of pages, whereas Public Library scanner has manual turning of pages), the
fundamental difference between the two is in the post-processing - the level of automation in the transfer of images
from the cameras and their transformation into PDF or DjVu e-book format.
The Bruxelles scanning process is different in so far as the cameras are operated by a computer and the images are
automatically transferred, ordered and made ready for further post-processing. The scanner is home-brew, but the
process is for advanced DIY'ers. If you want to know more on the design of the scanner, contact Michael Korntheuer at
contact@hackerspace.be.
The scanning and post-processing is automated by a single Python script that does all the work
http://git.constantvzw.org/?
p=algolit.git;a=tree;f=scanbot_brussel;h=81facf5cb106a8e4c2a76c048694a3043b158d62;hb=HEAD
The scanner uses two Canon point and shoot cameras. Both cameras are connected to the PC with USB. They both run
PTP/CHDK (Canon Hack Development Kit). The scanning sequence is the following:
1. Script sends CHDK command line instructions to the cameras
2. Script sorts out the incoming files. This part is tricky. There is no reliable way to make a distinction between the left
and right camera, only between which camera was recognized by USB first. So the protocol is to always power up the
left camera first. See the instructions with the source code.
3. Collect images in a PDF file
4. Run script to OCR a .PDF file to plain .TXT file: http://git.constantvzw.org/?
p=algolit.git;a=blob;f=scanbot_brussel/ocr_pdf.sh;h=2c1f24f9afcce03520304215951c65f58c0b880c;hb=HEAD

I. PHOTOGRAPHING A PRINTED BOOK
Technologically the most demanding part of the scanning process is creating digital images of the
pages of a printed book. It's a process that is very different form scanner design to scanner design,
from camera to camera. Therefore, here we will focus strictly on the process with the Public Library
scanner.
Operating the Public Library scanner
0. Before you start:
Better and more consistent photographs lead to a more optimized and faster post-processing and a
higher quality of the resulting digital e-book. In order to guarantee the quality of images, before you
start it is necessary to set up the cameras properly and prepare the printed book for scanning.
a) Loosening the book
Depending on the type and quality of binding, some books tend to be too resistant to opening fully
to reveal the inner margin under the pressure of the scanner platen. It is thus necessary to “break in”
the book before starting in order to loosen the binding. The best way is to open it as wide as
possible in multiple places in the book. This can be done against the table edge if the book is more
rigid than usual. (Warning – “breaking in” might create irreversible creasing of the spine or lead to
some pages breaking loose.)
b) Switch on the scanner
You start the scanner by pressing the main switch or plugging the power cable into the the scanner.
This will also turn on the overhead LED lights.

c) Setting up the cameras
Place the cameras onto tripods. You need to move the lever on the tripod's head to allow the tripod
plate screwed to the bottom of the camera to slide into its place. Secure the lock by turning the lever
all the way back.
If the automatic chargers for the camera are provided, open the battery lid on the bottom of the
camera and plug the automatic charger. Close the lid.
Switch on the cameras using the lever on the top right side of the camera's body and place it into the
aperture priority (Av) mode on the mode dial above the lever (see Illustration 3). Use the main dial
just above the shutter button on the front side of the camera to set the aperture value to F8.0.

Illustration 3: Mode and main dial, focus mode switch, zoom
and focus ring
On the lens, turn the focus mode switch to manual (MF), turn the large zoom ring to set the value
exactly midway between 24 and 35 mm (see Illustration 3). Try to set both cameras the same.
To focus each camera, open a book on the cradle, lower the platen by holding the big button on the
controller, and turn on the live view on camera LCD by pressing the live view switch (see
Illustration 4). Now press the magnification button twice and use the focus ring on the front of the
lens to get a clear image view.

Illustration 4: Live view switch and magnification button

d) Connecting the cameras
Now connect the cameras to the remote shutter trigger cables that can be found lying on each side
of the scanner. They need to be plugged into a small round port hidden behind a protective rubber
cover on the left side of the cameras.
e) Placing the book into the cradle and double-checking the cameras
Open the book in the middle and place it on the cradle. Hold pressed the large button on the
controller to lower the Plexiglas platen without triggering the cameras. Move the cradle so that the
the platen fits into with the middle of the book.
Turn on the live view on the cameras' LED to see if the the pages fit into the image and if the
cameras are positioned parallel to the page.
f) Double-check storage cards and batteries
It is important that both storage cards on cameras are empty before starting the scanning in order
not to mess up the page sequence when merging photos from the left and the right camera in the
post-processing. To double-check, press play button on cameras and erase if there are some photos
left from the previous scan -- this you do by pressing the menu button, selecting the fifth menu from
the left and then select 'Erase Images' -> 'All images on card' -> 'OK'.
If no automatic chargers are provided, double-check on the information screen that batteries are
charged. They should be fully charged before starting with the scanning of a new book.

g) Turn off the light in the room
Lighting conditions during scanning should be as constant as possible, to reduce glare and achieve
maximum quality remove any source of light that might reflect off the Plexiglas platen. Preferably
turn off the light in the room or isolate the scanner with the black cloth provided.

1. Photographing a book
Now you are ready to start scanning. Place the book closed in the cradle and lower the platen by
holding the large button on the controller pressed (see Illustration 2). Adjust the position of the
cradle and lift the platen by pressing the large button again.
To scan you can now either use the small button on the controller to lower the platen, adjust and
then press it again to trigger the cameras and lift the platen. Or, you can just make a short press on
the large button to do it in one go.
ATTENTION: When the cameras are triggered, the shutter sound has to be heard coming
from both cameras. If one camera is not working, it's best to reconnect both cameras (see
Section 0), make sure the batteries are charged or adapters are connected, erase all images
and restart.
A mistake made in the photographing requires a lot of work in the post-processing, so it's
much quicker to repeat the photographing process.
If you make a mistake while flipping pages, or any other mistake, go back and scan from the page
you missed or incorrectly scanned. Note down the page where the error occurred and in the postprocessing the redundant images will be removed.
ADVICE: The scanner has a digital counter. By turning the dial forward and backward, you
can set it to tell you what page you should be scanning next. This should help you avoid
missing a page due to a distraction.
While scanning, move the cradle a bit to the left from time to time, making sure that the tip of Vshaped platen is aligned with the center of the book and the inner margin is exposed enough.

II. GETTING THE IMAGE FILES READY FOR POST-PROCESSING
Once the book pages have been photographed, they have to be transfered to the computer and
prepared for post-processing. With two-camera scanners, the capturing process will result in two
separate sets of images -- odd and even pages -- coming from the left and right cameras respectively
-- and you will need to rename and reorder them accordingly, rotate them into a vertical position
and collate them into a single sequence of files.
a) Transferring image files
For the transfer of files your principle process design choices are either to copy the files by
removing the memory cards from the cameras and copying them to the computer via a card reader
or to transfer them via a USB cable. The latter process can be automated by remote operating your
cameras from a computer, however this can be done only with a certain number of Canon cameras
(http://bit.ly/16xhJ6b) that can be hacked to run the open Canon Hack Development Kit firmware
(http://chdk.wikia.com).
After transferring the files, you want to erase all the image files on the camera memory card, so that
they would not end up messing up the scan of the next book.
b) Renaming image files
As the left and right camera are typically operated in sync, the photographing process results in two
separate sets of images, with even and odd pages respectively, that have completely different file
names and potentially same time stamps. So before you collate the page images in the order how
they appear in the book, you want to rename the files so that the first image comes from the right
camera, the second from the left camera, the third comes again from the right camera and so on.
You probably want to do a batch renaming, where your right camera files start with n and are offset
by an increment of 2 (e.g. page_0000.jpg, page_0002.jpg,...) and your left camera files start with
n+1 and are also offset by an increment of 2 (e.g. page_0001.jpg, page_0003.jpg,...).
Batch renaming can be completed either from your file manager, in command line or with a number
of GUI applications (e.g. GPrename, rename, cuteRenamer on GNU/Linux).
c) Rotating image files
Before you collate the renamed files, you might want to rotate them. This is a step that can be done
also later in the post-processing (see below), but if you are automating or scripting your steps this is
a practical place to do it. The images leaving your cameras will be positioned horizontally. In order
to position them vertically, the images from the camera on the right will have to be rotated by 90
degrees counter-clockwise, the images from the camera on the left will have to be rotated by 90
degrees clockwise.
Batch rotating can be completed in a number of photo-processing tools, in command line or
dedicated applications (e.g. Fstop, ImageMagick, Nautilust Image Converter on GNU/Linux).
d) Collating images into a single batch
Once you're done with the renaming and rotating of the files, you want to collate them into the same
folder for easier manipulation later.

Getting the image files ready for post-processing on the Public Library scanner
In the case of Public Library scanner, a custom C++ script was written by Mislav Stublić to
facilitate the transfer, renaming, rotating and collating of the images from the two cameras.
The script prompts the user to place into the card reader the memory card from the right camera
first, gives a preview of the first and last four images and provides an entry field to create a subfolder in a local cloud storage folder (path: /home/user/Copy).
It transfers, renames, rotates the files, deletes them from the card and prompts the user to replace the
card with the one from the left camera in order to the transfer the files from there and place them in
the same folder. The script was created for GNU/Linux system and it can be downloaded, together
with its source code, from: https://copy.com/nLSzflBnjoEB
If you have other cameras than Canon, you can edit the line 387 of the source file to change to the
naming convention of your cameras, and recompile by running the following command in your
terminal: "gcc scanflow.c -o scanflow -ludev `pkg-config --cflags --libs gtk+-2.0`"
In the case of Hacker Space Bruxelles scanner, this is handled by the same script that operates the cameras that can be
downloaded from: http://git.constantvzw.org/?
p=algolit.git;a=tree;f=scanbot_brussel;h=81facf5cb106a8e4c2a76c048694a3043b158d62;hb=HEAD

III. TRANSFORMATION OF SOURCE IMAGES INTO .TIFFS
Images transferred from the cameras are high definition full color images. You want your cameras
to shoot at the largest possible .jpg resolution in order for resulting files to have at least 300 dpi (A4
at 300 dpi requires a 9.5 megapixel image). In the post-processing the size of the image files needs
to be reduced down radically, so that several hundred images can be merged into an e-book file of a
tolerable size.
Hence, the first step in the post-processing is to crop the images from cameras only to the content of
the pages. The surroundings around the book that were captured in the photograph and the white
margins of the page will be cropped away, while the printed text will be transformed into black
letters on white background. The illustrations, however, will need to be preserved in their color or
grayscale form, and mixed with the black and white text. What were initially large .jpg files will
now become relatively small .tiff files that are ready for optical character recognition process
(OCR).
These tasks can be completed by a number of software applications. Our manual will focus on one
that can be used across all major operating systems -- ScanTailor. ScanTailor can be downloaded
from: http://scantailor.sourceforge.net/. A more detailed video tutorial of ScanTailor can be found
here: http://vimeo.com/12524529.
ScanTailor: from a photograph of a page to a graphic file ready for OCR
Once you have transferred all the photos from cameras to the computer, renamed and rotated them,
they are ready to be processed in the ScanTailor.
1) Importing photographs to ScanTailor
- start ScanTailor and open ‘new project’
- for ‘input directory’ chose the folder where you stored the transferred and renamed photo images
- you can leave ‘output directory’ as it is, it will place your resulting .tiffs in an 'out' folder inside
the folder where your .jpg images are
- select all files (if you followed the naming convention above, they will be named
‘page_xxxx.jpg’) in the folder where you stored the transferred photo images, and click 'OK'
- in the dialog box ‘Fix DPI’ click on All Pages, and for DPI choose preferably '600x600', click
'Apply', and then 'OK'
2) Editing pages
2.1 Rotating photos/pages
If you've rotated the photo images in the previous step using the scanflow script, skip this step.
- Rotate the first photo counter-clockwise, click Apply and for scope select ‘Every other page’
followed by 'OK'
- Rotate the following photo clockwise, applying the same procedure like in the previous step
2.2 Deleting redundant photographs/pages
- Remove redundant pages (photographs of the empty cradle at the beginning and the end of the
book scanning sequence; book cover pages if you don’t want them in the final scan; duplicate pages
etc.) by right-clicking on a thumbnail of that page in the preview column on the right side, selecting
‘Remove from project’ and confirming by clicking on ‘Remove’.

# If you by accident remove a wrong page, you can re-insert it by right-clicking on a page
before/after the missing page in the sequence, selecting 'insert after/before' (depending on which
page you selected) and choosing the file from the list. Before you finish adding, it is necessary to
again go through the procedure of fixing DPI and Rotating.
2.3 Adding missing pages
- If you notice that some pages are missing, you can recapture them with the camera and insert them
manually at this point using the procedure described above under 2.2.
3) Split pages and deskew
Steps ‘Split pages’ and ‘Deskew’ should work automatically. Run them by clicking the ‘Play’ button
under the 'Select content' function. This will do the three steps automatically: splitting of pages,
deskewing and selection of content. After this you can manually re-adjust splitting of pages and deskewing.
4) Selecting content
Step ‘Select content’ works automatically as well, but it is important to revise the resulting selection
manually page by page to make sure the entire content is selected on each page (including the
header and page number). Where necessary, use your pointer device to adjust the content selection.
If the inner margin is cut, go back to 'Split pages' view and manually adjust the selected split area. If
the page is skewed, go back to 'Deskew' and adjust the skew of the page. After this go back to
'Select content' and readjust the selection if necessary.
This is the step where you do visual control of each page. Make sure all pages are there and
selections are as equal in size as possible.
At the bottom of thumbnail column there is a sort option that can automatically arrange pages by
the height and width of the selected content, making the process of manual selection easier. The
extreme differences in height should be avoided, try to make selected areas as much as possible
equal, particularly in height, across all pages. The exception should be cover and back pages where
we advise to select the full page.
5) Adjusting margins
For best results select in the previous step content of the full cover and back page. Now go to the
'Margins' step and set under Margins section both Top, Bottom, Left and Right to 0.0 and do 'Apply
to...' → 'All pages'.
In Alignment section leave 'Match size with other pages' ticked, choose the central positioning of
the page and do 'Apply to...' → 'All pages'.
6) Outputting the .tiffs
Now go to the 'Output' step. Ignore the 'Output Resolution' section.
Next review two consecutive pages from the middle of the book to see if the scanned text is too
faint or too dark. If the text seems too faint or too dark, use slider Thinner – Thicker to adjust. Do
'Apply to' → 'All pages'.
Next go to the cover page and select under Mode 'Color / Grayscale' and tick on 'White Margins'.
Do the same for the back page.
If there are any pages with illustrations, you can choose the 'Mixed' mode for those pages and then

under the thumb 'Picture Zones' adjust the zones of the illustrations.
Now you are ready to output the files. Just press 'Play' button under 'Output'. Once the computer is
finished processing the images, just do 'File' → 'Save as' and save the project.

IV. OPTICAL CHARACTER RECOGNITION
Before the edited-down graphic files are finalized as an e-book, we want to transform the image of
the text into an actual text that can be searched, highlighted, copied and transformed. That
functionality is provided by Optical Character Recognition. This a technically difficult task dependent on language, script, typeface and quality of print - and there aren't that many OCR tools
that are good at it. There is, however, a relatively good free software solution - Tesseract
(http://code.google.com/p/tesseract-ocr/) - that has solid performance, good language data and can
be trained for an even better performance, although it has its problems. Proprietary solutions (e.g.
Abby FineReader) sometimes provide superior results.
Tesseract supports as input format primarily .tiff files. It produces a plain text file that can be, with
the help of other tools, embedded as a separate layer under the original graphic image of the text in
a PDF file.
With the help of other tools, OCR can be performed also against other input files, such as graphiconly PDF files. This produces inferior results, depending again on the quality of graphic files and
the reproduction of text in them. One such tool is a bashscript to OCR a ODF file that can be found
here: https://github.com/andrecastro0o/ocr/blob/master/ocr.sh
As mentioned in the 'before scanning' section, the quality of the original book will influence the
quality of the scan and thus the quality of the OCR. For a comparison, have a look here:
http://www.paramoulipist.be/?p=1303
Once you have your .txt file, there is still some work to be done. Because OCR has difficulties to
interpret particular elements in the lay-out and fonts, the TXT file comes with a lot of errors.
Recurrent problems are:
- combinations of specific letters in some fonts (it can mistake 'm' for 'n' or 'I' for 'i' etc.);
- headers become part of body text;
- footnotes are placed inside the body text;
- page numbers are not recognized as such.

V. CREATING A FINALIZED E-BOOK FILE
After the optical character recognition has been completed, the resulting text can be merged with
the images of pages and output into an e-book format. While increasingly the proper e-book file
formats such as ePub have been gaining ground, PDFs still remain popular because many people
tend to read on their computers, and they retain the original layout of the book on paper including
the absolute pagination needed for referencing in citations. DjVu is also an option, as an alternative
to PDF, used because of its purported superiority, but it is far less popular.
The export to PDF can be done again with a number of tools. In our case we'll complete the optical
character recognition and PDF export in gscan2pdf. Again, the proprietary Abbyy FineReader will
produce a bit smaller PDFs.
If you prefer to use an e-book format that works better with e-book readers, obviously you will have
to remove some of the elements that appear in the book - headers, footers, footnotes and pagination.

This can be done earlier in the process of cropping down the original .jpg image files (see under III)
or later by transforming the PDF files. This can be done in Calibre (http://calibre-ebook.com) by
converting the PDF into an ePub, where it can be further tweaked to better accommodate or remove
the headers, footers, footnotes and pagination.
Optical character recognition and PDF export in Public Library workflow
Optical character recognition with the Tesseract engine can be performed on GNU/Linux by a
number of command line and GUI tools. Much of those tools exist also for other operating systems.
For the users of the Public Library workflow, we recommend using gscan2pdf application both for
the optical character recognition and the PDF or DjVu export.
To do so, start gscan2pdf and open your .tiff files. To OCR them, go to 'Tools' and select 'OCR'. In
the dialog box select the Tesseract engine and your language. 'Start OCR'. Once the OCR is
finished, export the graphic files and the OCR text to PDF by selecting 'Save as'.
However, given that sometimes the proprietary solutions produce better results, these tasks can also
be done, for instance, on the Abbyy FineReader running on a Windows operating system running
inside the Virtual Box. The prerequisites are that you have both Windows and Abbyy FineReader
you can install in the Virtual Box. If using Virtual Box, once you've got both installed, you need to
designate a shared folder in your Virtual Box and place the .tiff files there. You can now open them
from the Abbyy FineReader running in the Virtual Box, OCR them and export them into a PDF.
To use Abbyy FineReader transfer the output files in your 'out' out folder to the shared folder of the
VirtualBox. Then start the VirtualBox, start Windows image and in Windows start Abbyy
FineReader. Open the files and let the Abbyy FineReader read the files. Once it's done, output the
result into PDF.

VI. CATALOGING AND SHARING THE E-BOOK
Your road from a book on paper to an e-book is complete. If you want to maintain your library you
can use Calibre, a free software tool for e-book library management. You can add the metadata to
your book using the existing catalogues or you can enter metadata manually.
Now you may want to distribute your book. If the work you've digitized is in the public domain
(https://en.wikipedia.org/wiki/Public_domain), you might consider contributing it to the Gutenberg
project
(http://www.gutenberg.org/wiki/Gutenberg:Volunteers'_FAQ#V.1._How_do_I_get_started_as_a_Pr
oject_Gutenberg_volunteer.3F ), Wikibooks (https://en.wikibooks.org/wiki/Help:Contributing ) or
Arhive.org.
If the work is still under copyright, you might explore a number of different options for sharing.

QUICK WORKFLOW REFERENCE FOR SCANNING AND
POST-PROCESSING ON PUBLIC LIBRARY SCANNER
I. PHOTOGRAPHING A PRINTED BOOK
0. Before you start:
- loosen the book binding by opening it wide on several places
- switch on the scanner
- set up the cameras:
- place cameras on tripods and fit them tigthly
- plug in the automatic chargers into the battery slot and close the battery lid
- switch on the cameras
- switch the lens to Manual Focus mode
- switch the cameras to Av mode and set the aperture to 8.0
- turn the zoom ring to set the focal length exactly midway between 24mm and 35mm
- focus by turning on the live view, pressing magnification button twice and adjusting the
focus to get a clear view of the text
- connect the cameras to the scanner by plugging the remote trigger cable to a port behind a
protective rubber cover on the left side of the cameras
- place the book into the crade
- double-check storage cards and batteries
- press the play button on the back of the camera to double-check if there are images on the
camera - if there are, delete all the images from the camera menu
- if using batteries, double-check that batteries are fully charged
- switch off the light in the room that could reflect off the platen and cover the scanner with the
black cloth
1. Photographing
- now you can start scanning either by pressing the smaller button on the controller once to
lower the platen and adjust the book, and then press again to increase the light intensity, trigger the
cameras and lift the platen; or by pressing the large button completing the entire sequence in one
go;
- ATTENTION: Shutter sound should be coming from both cameras - if one camera is not
working, it's best to reconnect both cameras, make sure the batteries are charged or adapters
are connected, erase all images and restart.
- ADVICE: The scanner has a digital counter. By turning the dial forward and backward,
you can set it to tell you what page you should be scanning next. This should help you to
avoid missing a page due to a distraction.

II. Getting the image files ready for post-processing
- after finishing with scanning a book, transfer the files to the post-processing computer
and purge the memory cards
- if transferring the files manually:
- create two separate folders,
- transfer the files from the folders with image files on cards, using a batch
renaming software rename the files from the right camera following the convention
page_0001.jpg, page_0003.jpg, page_0005.jpg... -- and the files from the left camera
following the convention page_0002.jpg, page_0004.jpg, page_0006.jpg...
- collate image files into a single folder
- before ejecting each card, delete all the photo files on the card
- if using the scanflow script:
- start the script on the computer
- place the card from the right camera into the card reader
- enter the name of the destination folder following the convention
"Name_Surname_Title_of_the_Book" and transfer the files
- repeat with the other card
- script will automatically transfer the files, rename, rotate, collate them in proper
order and delete them from the card
III. Transformation of source images into .tiffs
ScanTailor: from a photograph of page to a graphic file ready for OCR
1) Importing photographs to ScanTailor
- start ScanTailor and open ‘new project’
- for ‘input directory’ chose the folder where you stored the transferred photo images
- you can leave ‘output directory’ as it is, it will place your resulting .tiffs in an 'out' folder
inside the folder where your .jpg images are
- select all files (if you followed the naming convention above, they will be named
‘page_xxxx.jpg’) in the folder where you stored the transferred photo images, and click
'OK'
- in the dialog box ‘Fix DPI’ click on All Pages, and for DPI choose preferably '600x600',
click 'Apply', and then 'OK'
2) Editing pages
2.1 Rotating photos/pages
If you've rotated the photo images in the previous step using the scanflow script, skip this step.
- rotate the first photo counter-clockwise, click Apply and for scope select ‘Every other
page’ followed by 'OK'
- rotate the following photo clockwise, applying the same procedure like in the previous
step

2.2 Deleting redundant photographs/pages
- remove redundant pages (photographs of the empty cradle at the beginning and the end;
book cover pages if you don’t want them in the final scan; duplicate pages etc.) by rightclicking on a thumbnail of that page in the preview column on the right, selecting ‘Remove
from project’ and confirming by clicking on ‘Remove’.
# If you by accident remove a wrong page, you can re-insert it by right-clicking on a page
before/after the missing page in the sequence, selecting 'insert after/before' and choosing the file
from the list. Before you finish adding, it is necessary to again go the procedure of fixing DPI and
rotating.
2.3 Adding missing pages
- If you notice that some pages are missing, you can recapture them with the camera and
insert them manually at this point using the procedure described above under 2.2.
3)

Split pages and deskew
- Functions ‘Split Pages’ and ‘Deskew’ should work automatically. Run them by
clicking the ‘Play’ button under the 'Select content' step. This will do the three steps
automatically: splitting of pages, deskewing and selection of content. After this you can
manually re-adjust splitting of pages and de-skewing.

4)

Selecting content and adjusting margins
- Step ‘Select content’ works automatically as well, but it is important to revise the
resulting selection manually page by page to make sure the entire content is selected on
each page (including the header and page number). Where necessary use your pointer device
to adjust the content selection.
- If the inner margin is cut, go back to 'Split pages' view and manually adjust the selected
split area. If the page is skewed, go back to 'Deskew' and adjust the skew of the page. After
this go back to 'Select content' and readjust the selection if necessary.
- This is the step where you do visual control of each page. Make sure all pages are there
and selections are as equal in size as possible.
- At the bottom of thumbnail column there is a sort option that can automatically arrange
pages by the height and width of the selected content, making the process of manual
selection easier. The extreme differences in height should be avoided, try to make
selected areas as much as possible equal, particularly in height, across all pages. The
exception should be cover and back pages where we advise to select the full page.

5) Adjusting margins
- Now go to the 'Margins' step and set under Margins section both Top, Bottom, Left and
Right to 0.0 and do 'Apply to...' → 'All pages'.
- In Alignment section leave 'Match size with other pages' ticked, choose the central

positioning of the page and do 'Apply to...' → 'All pages'.
6) Outputting the .tiffs
- Now go to the 'Output' step.
- Review two consecutive pages from the middle of the book to see if the scanned text is
too faint or too dark. If the text seems too faint or too dark, use slider Thinner – Thicker to
adjust. Do 'Apply to' → 'All pages'.
- Next go to the cover page and select under Mode 'Color / Grayscale' and tick on 'White
Margins'. Do the same for the back page.
- If there are any pages with illustrations, you can choose the 'Mixed' mode for those
pages and then under the thumb 'Picture Zones' adjust the zones of the illustrations.
- To output the files press 'Play' button under 'Output'. Save the project.
IV. Optical character recognition & V. Creating a finalized e-book file
If using all free software:
1) open gscan2pdf (if not already installed on your machine, install gscan2pdf from the
repositories, Tesseract and data for your language from https://code.google.com/p/tesseract-ocr/)
- point gscan2pdf to open your .tiff files
- for Optical Character Recognition, select 'OCR' under the drop down menu 'Tools',
select the Tesseract engine and your language, start the process
- once OCR is finished and to output to a PDF, go under 'File' and select 'Save', edit the
metadata and select the format, save
If using non-free software:
2) open Abbyy FineReader in VirtualBox (note: only Abby FineReader 10 installs and works with some limitations - under GNU/Linux)
- transfer files in the 'out' folder to the folder shared with the VirtualBox
- point it to the readied .tiff files and it will complete the OCR
- save the file

REFERENCES
For more information on the book scanning process in general and making your own book scanner
please visit:
DIY Book Scanner: http://diybookscannnner.org
Hacker Space Bruxelles scanner: http://hackerspace.be/ScanBot
Public Library scanner: http://www.memoryoftheworld.org/blog/2012/10/28/our-belovedbookscanner/
Other scanner builds: http://wiki.diybookscanner.org/scanner-build-list
For more information on automation:
Konrad Voeckel's post-processing script (From Scan to PDF/A):
http://blog.konradvoelkel.de/2013/03/scan-to-pdfa/
Johannes Baiter's automation of scanning to PDF process: http://spreads.readthedocs.org
For more information on applications and tools:
Calibre e-book library management application: http://calibre-ebook.com/
ScanTailor: http://scantailor.sourceforge.net/
gscan2pdf: http://sourceforge.net/projects/gscan2pdf/
Canon Hack Development Kit firmware: http://chdk.wikia.com
Tesseract: http://code.google.com/p/tesseract-ocr/
Python script of Hacker Space Bruxelles scanner: http://git.constantvzw.org/?
p=algolit.git;a=tree;f=scanbot_brussel;h=81facf5cb106a8e4c2a76c048694a3043b158d62;hb=HEA
D



hacker in Sekulic 2015


Sekulic
Legal Hacking and Space
2015


# Legal hacking and space

## What can urban commons learn from the free software hackers?

* [Dubravka Sekulic](https://www.eurozine.com/authors/sekulic-dubravka/)

4 November 2015

There is now a need to readdress urban commons through the lens of the digital
commons, writes Dubravka Sekulic. The lessons to be drawn from the free
software community and its resistance to the enclosure of code will likely
prove particularly valuable where participation and regulation are concerned.

> Commons are a particular type of institutional arrangement for governing the
use and disposition of resources. Their salient characteristic, which defines
them in contradistinction to property, is that no single person has exclusive
control over the use and disposition of any particular resource. Instead,
resources governed by commons may be used or disposed of by anyone among some
(more or less defined) number of persons, under rules that may range from
"anything goes" to quite crisply articulated formal rules that are effectively
enforced.
> (Benkler 2003: 6)

The above definition of commons, from the seminal paper "The political economy
of commons" by Yochai Benkler, addresses any type of commons, whether analogue
or digital. In fact, the concept of commons entered the digital realm from
physical space in order to interpret the type of communities, relationships
and production that started to appear with the development of the free as
opposed to the proprietary. Peter Linebaugh charted in his excellent book
_Magna Carta Manifesto_ , how the creation and development of the concept of
commons were closely connected to constantly changing relationships of people
and communities to the physical space. Here, I argue that the concept was
enriched when it was implemented in the digital field. Readdressing urban
space through the lens of digital commons can enable another imagination and
knowledge to appear around urban commons.

[![](http://www.eurozine.com/UserFiles/illustrations/sekulic_commons_220w.jpg)](http://www.derive.at/)The
notion of commons in (urban) space is often complicated by archaic models of
organization and management - "the pasture we knew how to share". There is a
tendency to give the impression that the solution is in reverting to the past
models. In the realm of digital though, there is no "pasture" from the Middle
Ages to fall back on. Digital commons had to start from scratch and define its
own protocols of production and reproduction (caring and sharing). Therefore,
the digital commons and free software community can be the one to turn to, not
only for inspiration and advice, but also as a partner when addressing
questions of urban commons. Or, as Marcell Mars would put it "if we could
start again with (regulating and defining) land, knowing what we know now
about digital networks, we could come up with something much better and
appropriate for today's world. That property wouldn't be private, maybe not
even property, but something else. Only then can we say we have learned
something from the digital" (2013).

## Enclosure as the trigger for action

The moment we turn to commons in relation to (urban) space is the moment in
which the pressure to privatize public space and to commodify every aspect of
urban life has become so strong that it can be argued that it mirrors a moment
in which Magna Carta Libertatum was introduced to protect the basic
reproduction of life for those whose sustenance was connected to the common
pastures and forests of England in the thirteenth century. At the end of the
twentieth century, urban space became the ultimate commodity, and increasing
privatization not only endangered the reproduction of everyday life in the
city; the rent extraction through privatized public space and housing
endangered bare life itself. Additionally, the cities' continuous
privatization of its amenities transformed almost every action in the city, no
matter how mundane - as for example, drinking a glass of water from a tap -,
into an action that creates profit for some private entity and extracts it
from the community. Thus every activity became labour, which a citizen-worker
is not only alienated from, but also unaware of. David Harvey's statement
about the city replacing the factory as a site of class war seems to be not
only an apt description of the condition of life in the city, but also a cry
for action.

When Richard Stallman turned to the foundational gesture of the creation of
free software, GNU/GPL (General Public Licence) was his reaction to the
artificially imposed logic of scarcity on the world of code - and the
increasing and systematic enclosure that took place in the late 1970s and
1980s as "a tidal wave of commercialization transformed software from a
technical object into a commodity, to be bought and sold on the open market
under the alleged protection of intellectual property law" (Coleman 2012:
138). Stallman, who worked as a researcher at MIT's Artificial Intelligence
Laboratory, detected how "[m]any programmers are unhappy about the
commercialization of system software. It may enable them to make more money,
but it requires them to feel in conflict with other programmers in general
rather than feel as comrades. The fundamental act of friendship among
programmers is the sharing of programs; marketing arrangements now typically
used essentially forbid programmers to treat others as friends. The purchaser
of software must choose between friendship and obeying the law. Naturally,
many decide that friendship is more important. But those who believe in law
often do not feel at ease with either choice. They become cynical and think
that programming is just a way of making money" (Stallman 2002: 32).

In the period between 1980 and 1984, "one man [Stallman] envisioned a crusade
to change the situation" (Moglen 1999). Stallman understood that in order to
subvert the system, he would have to intervene in the protocols that regulate
the conditions under which the code is produced, and not the code itself;
although he did contribute some of the best lines of code into the compiler
and text editor - the foundational infrastructure for any development. The
gesture that enabled the creation of a free software community that yielded
the complex field of digital commons was not a perfect line of code. The
creation of GNU General Public License (GPL) was a legal hack to counteract
the imposing of intellectual property law on code. At that time, the only
license available for programmers wanting to keep the code free was public
domain, which gave no protection against the code being appropriated and
closed. GPL enabled free codes to become self-perpetuating. Everything built
using a free code had to be made available under the same condition, in order
to secure the freedom for programmers to continue sharing and not breaking the
law. "By working on and using GNU rather than proprietary programs, we can be
hospitable to everyone and obey the law. In addition, GNU serves as an example
to inspire and as a banner to rally others to join in sharing. This can give
us a feeling of harmony, which is impossible if we use software, which is not
free. For about half the programmers I talk to, this is an important happiness
that money cannot replace" (Stallman 2002: 33).

Architects and planners as well as environmental designers have for too long
believed the opposite, that a good enough design can subvert the logic of
enclosure that dominates the production and reproduction of space; that a good
enough design can keep space open and public by the sheer strength of spatial
intervention. Stallman rightfully understands that no design is strong enough
to keep private ownership from claiming what it believes belongs to it.
Digital and urban commons, despite operating in completely different realms
and economies, are under attack from the same threat of "market processes"
that "crucially depend upon the individual monopoly of capitalists (of all
sorts) over ownership of the means of production, including finance and land.
All rent, recall, is a return to the monopoly power of private ownership of
some crucial asset, such as land or a patent. The monopoly power of private
property is therefore both the beginning-point and the end-point of all
capitalist activity" (Harvey 2012: 100). Stallman envisioned a bleak future
(2003: 26-28) but found a way to "relate the means to the ends". He understood
that the emancipatory task of a struggle "is not only what has to be done, but
also how it will be done and who will do it" (Stavrides & De Angelis: 7).
Thus, to produce the necessary requirements - both for a community to emerge,
but also for the basis of future protocols - tools and methodologies are
needed for the community to create both free software and itself.

## Renegotiating (undoing) property, hacking the law, creating community

Property, as an instrument of allocation of resources, is a right that is
negotiated within society and by society and not written in stone or given as
such. The digital, more than any other field, discloses property as being
inappropriate for contemporary relationships between production and
reproduction and, additionally, proves how it is possible to fundamentally
rethink it. The digital offers this possibility as it is non-material, non-
rival and non-exclusive (Meretz 2013), unlike anything in the physical world.
And Elinor Ostrom's lifelong empirical researches give ground to the belief
that eschewing property, being the sole instrument of allocation, can work as
a tool of management even for rival, excludable goods.
The value of information in digital form is not flat, but property is not the
way to protect that value, as the music industry realized during the course of
the last ten years. Once the copy is _out there_ , the cost of protecting its
exclusivity on the grounds of property becomes too high in relation to the
potential value to be extracted. For example, the value is extracted from
information through controlling the moment of its release and not through
subsequent exploitation. Stallman decided to tackle the imposition of the
concept of property on computer code (and by extension to the digital realm as
a whole) by articulating it in another field: just as property is the product
of constant negotiations within a society, so are legal regulations. After
some time, he was joined by "[m]any free software developers [who] do not
consider intellectual property instruments as the pivotal stimulus for a
marketplace of ideas and knowledge. Instead, they see them as a form of
restriction so fundamental (or poorly executed) that they need to be
counteracted through alternative legal agreements that treat knowledge,
inventions, and other creative expressions not as property but rather as
speech to be freely shared, circulated, and modified" (Coleman 2012: 26).

The digital sphere can give a valid example of how renegotiating regulation
can transform a resource from scarce to abundant. When the change from
analogue signal to packet switching begun to take effect, the distribution of
finite territory and the way the radio frequency spectrum was managed got
renegotiated and the amount of slots of space to be allocated grew by an order
of magnitude while the absolute size of the spectrum stayed the same. This
shift enabled Brecht's dream of a two-sided radio to become reality, thus
enabling what he had suggested: "change this apparatus over from distribution
to communication".1

According to Lawrence Lessig, what regulates behavior in cyberspace is an
interdependence of four constraints: market, law, architecture and norms
(Lessig 2012: 121-25). Analogously, space can be put in place of cyberspace,
as the regulation of space is the sum of these four constraints. These four
constraints are in a dynamic relationship in which the balance can be tilted
towards one, depending on how much each of these categories puts pressure on
the other three. Changes in any one reflect the regulation of the whole.
"Architecture" in Lessig's theory should be understood broadly as the "built
environment" that regulates behaviour in (cyber)space. In the last few decades
we have experienced the domination of the market reconfiguring the basis of
norms, law and architecture. In order to counteract this, the other three
constraints need to be re-negotiated. In digital space, this reconfiguration
happened by declaring the code - that is, the set of instructions written as
highly formalized text in a specific programming language to be executed
(usually) by the computer - to be considered as speech in front of the law,
and by hacking the law in order to disrupt the way that property relationships
are formed.

To put it simply, in order to create a change in dynamics between the
architecture, norms and the market, the law had to be addressed first. This is
not a novel procedure, "legal hacking is going on all the time, it is just
that politics is doing it under the veil of legality because they are the
parliament, they are Microsoft, which can hire a whole law firm to defend them
and find all the legal loopholes. Legal hacking is the norm actually" (Bailey
2013). When it comes to physical space, one of the most obvious examples of
the reconfiguration of regulations under the influence of the market is to
create legal provisions, norms and architecture to sustain the concept of
developing (and privatizing) public space through public-private partnerships.
The decision of the Italian parliament that the privatization of services
(specifically of water management) is legal and does not obstruct one's access
to water as a human right, is another example of a crude manipulation of the
law by the state in favour of the market. Unlike legal hacks by corporations
that aim to create a favourable legal climate for another round of
accumulation through dispossession, Stallman's hack tries to limit the impact
of the market and to create a space of freedom for the creation of a code and
of sharable knowledge, by questioning one of the central pillars of liberal
jurisprudence: (intellectual) property law.

Similarly, translated into physical space, one of the initiatives in Europe
that comes closest to creating a real existing urban commons, Teatro Valle
Occupato in Rome, is doing the same, "pushing the borders of legality of
private property" by legally hacking the institution of a foundation to "serve
a public, or common, purpose" and having "notarized [a] document registered
with the Italian state, that creates a precedent for other people to follow in
its way" (Bailey 2013). Sounds familiar to Stallman's hack as the fundamental
gesture by which community and the whole eco-system can be formed.

It is obvious that, in order to create and sustain that type of legal hack, it
is a necessity to have a certain level of awareness and knowledge of how
systems, both political and legal, work, i.e. to be politically literate.
"While in general", says Italian commons-activist and legal scholar Saki
Bailey, "we've become extremely lazy [when it comes to politics]. We've
started to become a kind of society of people who give up their responsibility
to participate by handing it over to some charismatic leaders, experts of [a]
different type" (2013). Free software hackers, in order to understand and take
part in a constant negotiation that takes place on a legal level between the
market that seeks to cloister the code and hackers who want to keep it free,
had to become literate in an arcane legal language. Gabriella Coleman notes in
_Coding Freedom_ that hacker forums sometimes tend to produce legal analysis
that is just as serious as one would expect to find in a law office. Like the
occupants of Teatro Valle, free software hackers understand the importance of
devoting time and energy to understand constraints and to find ways to
structurally divert them.

This type of knowledge is not shared and created in isolation, but in
socialization, in discussions in physical or cyber spaces (such as #irc chat
rooms, forums, mailing lists…), the same way free software hackers share their
knowledge about code. Through this process of socializing knowledge, "the
community is formed, developed, and reproduced through practices focused on
common space. To generalize this principle: the community is developed through
commoning, through acts and forms of organization oriented towards the
production of the common" (Stavrides 2012: 588). Thus forming a community is
another crucial element of the creation of digital commons, but even more
important are its development and resilience. The emerging community was not
given something to manage, it created something together, and together devised
rules of self-regulation and decision-making.

The prime example of this principle in the free software community is the
Debian Project, formed around the development of the Debian Linux
distribution. It is a volunteer organization consisting of around 3,000
developers that since its inception in 1993 has defined a set of basic
principles by which the project and its members conduct their affairs. This
includes the introduction of new people into the community, a process called
Debian Social Contract (DSC). A special part of the DSC defines the criteria
for "free software", thus regulating technical aspects of the project and also
technical relations with the rest of a free software community. The Debian
Constitution, another document created by the community so it can govern
itself, describes the organizational structure for formal decision-making
within the project.

Another example is Wikipedia, where the community that makes the online
encyclopedia also takes part in creating regulations, with some aspects
debated almost endlessly on forums. It is even possible to detect a loose
community of "Internet users" who took to the streets all over the world when
SOPA (Stop Online Piracy Act) and PIPA (Preventing Real Online Threats to
Economic Creativity and Theft of Intellectual Property Act) threatened to
enclose the Internet, as we know it; the proposed legislation was successfully
contested.

Free software projects that represent the core of the digital commons are most
of the time born of the initiative of individuals, but their growth and life
cycle depend on the fact that they get picked up by a community or generate
community around them that is allowed to take part in their regulation and in
decisions about which shape and forms the project will take in the future.
This is an important lesson to be transferred to the physical space in which
many projects fail because they do not get picked up by the intended
community, as the community is not offered a chance to partake in its creation
and, more importantly, its regulation.

## Building common infrastructure and institutions

"The expansion of intellectual property law" as the main vehicle of the trend
to enclose the code that leads to the act of the creation of free software
and, thus, digital commons, "is part and parcel of a broader neoliberal trend
to privatize what was once under public or under the state's aegis, such as
health provision, water delivery, and military services" (Coleman 2012: 16).
The structural fight headed by the GNU/GPL against the enclosure of code
"defines the contractual relationship that serves to secure the freedom of
means of production and to constitute a community of those participating in
the production and reproduction of free resources. And it is this constitutive
character, as an answer to an every time singular situation of appropriation
by the capital, that is a genuine political emancipation striving for an equal
and free collective production" (Mars & Medak 2004). Thus digital commons "is
based on the _communication_ among _singularities_ and emerges through
collaborative social processes of production " (Negri & Hardt 2005: 204).

The most important lesson urban commons can take from its digital counterpart
is at the same time the most difficult one: how to make a structural hack in
the moment of the creation of an urban commons that will enable it to become
structurally self-perpetuating, thus creating fertile ground not only for a
singular spatialization of urban commons to appear, but to multiply and create
a whole new eco-system. Digital commons was the first field in which what
Negri and Hardt (2009: 3-21) called the "republic of property" was challenged.
Urban commons, in order to really emerge as a spatialization of a new type of
relationship, need to start undoing property as well in order to socially re-
appropriate the city. Or in the words of Stavros Stavrides "the most urgent
and promising task, which can oppose the dominant governance model, is the
reinvention of common space. The realm of the common emerges in a constant
confrontation with state-controlled 'authorized' public space. This is an
emergence full of contradictions, perhaps, quite difficult to predict, but
nevertheless necessary. Behind a multifarious demand for justice and dignity,
new roads to collective emancipation are tested and invented. And, as the
Zapatistas say, we can create these roads only while walking. But we have to
listen, to observe, and to feel the walking movement. Together" (Stavrides
2012: 594).

The big task for both digital and urban commons is "[b]uilding a core common
infrastructure [which] is a necessary precondition to allow us to transition
away from a society of passive consumers buying what a small number of
commercial producers are selling. It will allow us to develop into a society
in which all can speak to all, and in which anyone can become an active
participant in political, social and cultural discourse" (Benkler 2003: 9).
This core common infrastructure has to be porous enough to include people that
are not similar, to provide "a ground to build a public realm and give
opportunities for discussing and negotiating what is good for all, rather than
the idea of strengthening communities in their struggle to define their own
commons. Relating commons to groups of "similar" people bears the danger of
eventually creating closed communities. People may thus define themselves as
commoners by excluding others from their milieu, from their own privileged
commons." (Stavrides 2010). If learning carefully from digital commons, urban
commons need to be conceptualized on the basis of the public, with a self-
regulating community that is open for others to join. That socializes
knowledge and thus produces and reproduces the commons, creating a space for
political emancipation that is capable of judicial arguments for the
protection and extension of regulations that are counter-market oriented.

## References

Bailey, Saki (2013): Interview by Dubravka Sekulic and Alexander de Cuveland.

Benkler, Yochai (2003): "The political economy of commons". _Upgrade_ IV, no.
3, 6-9, [www.benkler.org/Upgrade-
Novatica%20Commons.pdf](http://www.benkler.org/Upgrade-
Novatica%20Commons.pdf).

Benkler, Yochai (2006): _The Wealth of Networks: How Social Production
Transforms Markets and Freedom_. New Haven: Yale University Press.

Brecht, Bertolt (2000): "The radio as a communications apparatus". In: _Brecht
on Film and Radio_ , edited by Marc Silberman. Methuen, 41-6.

Coleman, E. Gabriella (2012): _Coding Freedom: The Ethics and Aesthetics of
Hacking_. Princeton University Press / Kindle edition.

Hardt, Michael and Antonio Negri (2005): _Multitude: War and Democracy in the
Age of Empire_. Penguin Books.

Hardt, Michael and Antonio Negri (2011): _Commonwealth_. Belknap Press of
Harvard University Press.

Harvey, David (2012): The Art of Rent. In: _Rebel Cities: From the Right to
the City to the Urban Revolution_ , 1st ed. Verso, 94-118.

Hill, Benjamin Mako (2012): Freedom for Users, Not for Software. In: Bollier,
David & Helfrich, Silke (Ed.): _The Wealth of the Commons: a World Beyond
Market and State_. Levellers Press / E-book.

Lessig, Lawrence (2012): _Code: Version 2.0_. Basic Books.

Linebaugh, Peter (2008): _The Magna Carta Manifesto: Liberties and Commons for
All_. University of California Press.

Mars, Marcell (2013): Interview by Dubravka Sekulic.

Mars, Marcell and Tomislav Medak (2004): "Both devil and gnu",
[www.desk.org:8080/ASU2/newsletter.Zarez.N5M.MedakRomicTXT.EnGlish](http://www.desk.org:8080/ASU2/newsletter.Zarez.N5M.MedakRomicTXT.EnGlish).

Martin, Reinhold (2013): "Public and common(s): Places: Design observer",
[placesjournal.org/article/public-and-
commons](https://placesjournal.org/article/public-and-commons).

Meretz, Stefan (2010): "Commons in a taxonomy of goods", [keimform.de/2010
/commons-in-a-taxonomy-of-goods](http://keimform.de/2010/commons-in-a
-taxonomy-of-goods/).

Mitrasinovic, Miodrag (2006): _Total Landscape, Theme Parks, Public Space_ ,
1st ed. Ashgate.

Moglen, Eben (1999): "Anarchism triumphant: Free software and the death of
copyright", First Monday,
[firstmonday.org/ojs/index.php/fm/article/view/684/594](http://firstmonday.org/ojs/index.php/fm/article/view/684/594).

Stallman, Richard and Joshua Gay (2002): _Free Software, Free Society:
Selected Essays of Richard M. Stallman_. GNU Press.

Stallman, Richard and Joshua Gay (2003): "The Right to Read". _Upgrade_ IV,
no. 3, 26-8.

Stavrides, Stavros (2012) "Squares in movement". _South Atlantic Quarterly_
111, no. 3, 585-96.

Stavrides, Stavros (2013): "Contested urban rhythms: From the industrial city
to the post-industrial urban archipelago". _The Sociological Review_ 61,
34-50.

Stavrides, Stavros, and Massimo De Angelis (2010): "On the commons: A public
interview with Massimo De Angelis and Stavros Stavrides". _e-flux_ 17, 1-17,
[www.e-flux.com/journal/on-the-commons-a-public-interview-with-massimo-de-
angelis-and-stavros-stavrides/](http://www.e-flux.com/journal/on-the-commons-a
-public-interview-with-massimo-de-angelis-and-stavros-stavrides/).

1

"[...] radio is one-sided when it should be two-. It is purely an apparatus
for distribution, for mere sharing out. So here is a positive suggestion:
change this apparatus over from distribution to communication". See "The radio
as a communications apparatus", Brecht 2000.

Published 4 November 2015
Original in English
First published by derive 61 (2015)

Contributed by dérive © Dubravka Sekulic / dérive / Eurozine

[PDF/PRINT](https://www.eurozine.com/legal-hacking-and-space/?pdf)



hacker in Sollfrank 2018


Sollfrank
The Surplus of Copying
2018


## essay #11

The Surplus of Copying
How Shadow Libraries and Pirate Archives Contribute to the
Creation of Cultural Memory and the Commons
By Cornelia Sollfrank

Digital artworks tend to have a problematic relationship with the white
cube—in particular, when they are intended and optimized for online
distribution. While curators and exhibition-makers usually try to avoid
showing such works altogether, or at least aim at enhancing their sculptural
qualities to make them more presentable, the exhibition _Top Tens_ featured an
abundance of web quality digital artworks, thus placing emphasis on the very
media condition of such digital artifacts. The exhibition took place at the
Onassis Cultural Center in Athens in March 2018 and was part of the larger
festival _Shadow Libraries: UbuWeb in Athens_ ,1 an event to introduce the
online archive UbuWeb2 to the Greek audience and discuss related cultural,
ethical, technical, and legal issues. This text takes the event—and the
exhibition in particular—as a starting point for a closer look at UbuWeb and
the role an artistic approach can play in building cultural memory within the
neoliberal knowledge economy.

_UbuWeb—The Cultural Memory of the Avant-Garde_

Since Kenneth Goldsmith started Ubu in 1997 the site has become a major point
of reference for anyone interested in exploring twentieth-century avant-garde
art. The online archive provides free and unrestricted access to a remarkable
collection of thousands of artworks—among them almost 700 films and videos,
over 1000 sound art pieces, dozens of filmed dance productions, an
overwhelming amount of visual poetry and conceptual writing, critical
documents, but also musical scores, patents, electronic music resources, plus
an edition of vital new literature, the /ubu editions. Ubu contextualizes the
archived objects within curated sections and also provides framing academic
essays. Although it is a project run by Goldsmith without a budget, it has
built a reputation for making all the things available one would not find
elsewhere. The focus on “avant-garde” may seem a bit pretentious at first, but
when you look closer at the project, its operator and the philosophy behind
it, it becomes obvious how much sense this designation makes. Understanding
the history of the twentieth-century avant-garde as “a history of subversive
takes on creativity, originality, and authorship,”3 such spirit is not only
reflected in terms of the archive’s contents but also in terms of the project
as a whole. Theoretical statements by Goldsmith in which he questions concepts
such as authorship, originality, and creativity support this thesis4—and with
that a conflictual relationship with the notion of intellectual property is
preprogrammed. Therefore it comes as no surprise that the increasing
popularity of the project goes hand-in-hand with a growing discussion about
its ethical justification.

At the heart of Ubu, there is the copy! Every item in the archive is a digital
copy, either of another digital item or, in fact, it is the digitized version
of an analog object.5 That is to say, the creation of a digital collection is
inevitably based on copying the desired archive records and storing them on
dedicated media. However, making a copy is in itself a copyright-relevant act,
if the respective item is an original creation and as such protected under
copyright law.6 Hence, “any reproduction of a copyrighted work infringes the
copyright of the author or the corresponding rights of use of the copyright
holder”.7 Whether the existence of an artwork within the Ubu collection is a
case of copyright infringement varies with each individual case and depends on
the legal status of the respective work, but also on the way the rights
holders decide to act. As with all civil law, there is no judge without a
plaintiff, which means even if there is no express consent by the rights
holders, the work can remain in the archive as long as there is no request for
removal.8 Its status, however, is precarious. We find ourselves in the
notorious gray zone of copyright law where nothing is clear and many things
are possible—until somebody decides to challenge this status. Exploring the
borders of this experimental playground involves risk-taking, but, at the same
time, it is the only way to preserve existing freedoms and make a case for
changing cultural needs, which have not been considered in current legal
settings. And as the 20 years of Ubu’s existence demonstrate, the practice may
be experimental and precarious, but with growing cultural relevance and
reputation it is also gaining in stability.

_Fair Use and Public Interest_

At all public appearances and public presentations Goldsmith and his
supporters emphasize the educational character of the project and its non-
commercial orientation.9 Such a characterization is clearly intended to take
the wind out of the sails of its critics from the start and to shift the
attention away from the notion of piracy and toward questions of public
interest and the common good.

From a cultural point of view, the project unquestionably is of inestimable
value; a legal defense, however, would be a difficult undertaking. Copyright
law, in fact, has a built-in opening, the so-called copyright exceptions or
fair use regulations. They vary according to national law and cultural
traditions and allow for the use of copyrighted works under certain, defined
provisions without permission of the owner. The exceptions basically apply to
the areas of research and private study (both non-commercial), education,
review, and criticism and are described through general guidelines. “These
defences exist in order to restore the balance between the rights of the owner
of copyright and the rights of society at large.”10

A very powerful provision in most legislations is the permission to make
“private copies”, digital and analog ones, in small numbers, but they are
limited to non-commercial and non-public use, and passing on to a third party
is also excluded.11 As Ubu is an online archive that makes all of its records
publicly accessible and, not least, also provides templates for further
copying, it exceeds the notion of a “private copy” by far. Regarding further
fair use provisions, the four factors that are considered in a decision-making
process in US copyright provisions, for instance, refer to: 1) the purpose and
character of the use, including whether such use is of a commercial nature or
is for non-profit educational purposes; 2) the nature of the copyrighted work;
3) the amount and substantiality of the portion used in relation to the
copyrighted work as a whole; and 4) the effect of the use upon the potential
market for the value of the copyrighted work (US Copyright Act, 1976, 17 USC.
§107, online, n.pag.). Applying these fair use provisions to Ubu, one might
consider that the main purposes of the archive relate to education and
research, that it is by its very nature non-commercial, and it largely does
not collide with any third party business interests as most of the material is
not commercially available. However, proving this in detail would be quite an
endeavor. And what complicates matters even more is that the archival material
largely consists of original works of art, which are subject to strict
copyright law protection, that all the works have been copied without any
transformative or commenting intention, and last but not least, that the
aspect of the appropriateness of the amount of used material becomes absurd
with reference to an archive whose quality largely depends on
comprehensiveness: the more the merrier. As Simon Stokes points out, legally
binding decisions can only be made on a case-by-case basis, which is why it is
difficult to make a general evaluation of Ubu’s legal situation.12 The ethical
defense tends to induce the cultural value of the archive as a whole and its
invaluable contribution to cultural memory, while the legal situation does not
consider the value of the project as a whole and necessitates breaking it down
into all the individual items within the collection.

This very brief, when not abridged discussion of the possibilities of fair use
already demonstrates how complex it would be to apply them to Ubu. How
pointless it would be to attempt a serious legal discussion for such a
privately run archive becomes even clearer when looking at the problems public
libraries and archives have to face. While in theory such official
institutions may even have a public mission to collect, preserve, and archive
digital material, in practice, copyright law largely prevents the execution of
this task, as Steinhauer explains.13 The legal expert introduces the example
of the German National Library, which was assigned the task since 2006 to make
back-up copies of all websites published within the .de sublevel domain, but
it turned out to be illegal.14 Identifying a deficiently legal situation when
it comes to collecting, archiving, and providing access to digital cultural
goods, Steinhauer even speaks of a “legal obligation to amnesia”.15 And it is
particularly striking that, from a legal perspective, the collecting of
digitalia is more strictly regulated than the collecting of books, for
example, where the property status of the material object comes into play.
Given the imbalance between cultural requirements, copyright law, and the
technical possibilities, it is not surprising that private initiatives are
being founded with the aim to collect and preserve cultural memory. These
initiatives make use of the affordability and availability of digital
technology and its infrastructures, and they take responsibility for the
preservation of cultural goods by simply ignoring copyright induced
restrictions, i.e. opposing the insatiable hunger of the IP regime for
control.

_Shadow Libraries_

Ubu was presented and discussed in Athens at an event titled _Shadow
Libraries: UbuWeb in Athens_ , thereby making clear reference to the ecosystem
of shadow libraries. A library, in general, is an institution that collects,
orders, and makes published information available while taking into account
archival, economic, and synoptic aspects. A shadow library does exactly the
same thing, but its mission is not an official one. Usually, the
infrastructure of shadow libraries is conceived, built, and run by a private
initiative, an individual, or a small group of people, who often prefer to
remain anonymous for obvious reasons. In terms of the media content provided,
most shadow libraries are peer-produced in the sense that they are based on
the contributions of a community of supporters, sometimes referred to as
“amateur librarians”. The two key attributes of any proper library, according
to Amsterdam-based media scholar Bodo Balazs, are the catalog and the
community: “The catalogue does not just organize the knowledge stored in the
collection; it is not just a tool of searching and browsing. It is a critical
component in the organisation of the community of librarians who preserve and
nourish the collection.”16 What is specific about shadow libraries, however,
is the fact that they make available anything their contributors consider to
be relevant—regardless of its legal status. That is to say, shadow libraries
also provide unauthorized access to copyrighted publications, and they make
the material available for download without charge and without any other
restrictions. And because there is a whole network of shadow libraries whose
mission is “to remove all barriers in the way of science,”17 experts speak of
an ecosystem fostering free and universal access to knowledge.

The notion of the shadow library enjoyed popularity in the early 2000s when
the wide availability of digital networked media contributed to the emergence
of large-scale repositories of scientific materials, the most famous one
having been Gigapedia, which later transformed into library.nu. This project
was famous for hosting approximately 400,000 (scientific) books and journal
articles but had to be shut down in 2012 as a consequence of a series of
injunctions from powerful publishing houses. The now leading shadow library in
the field, Library Genesis (LibGen), can be considered as its even more
influential successor. As of November 2016 the database contained 25 million
documents (42 terabytes), of which 2.1 million were books, with digital copies
of scientific articles published in 27,134 journals by 1342 publishers.18 The
large majority of the digital material is of scientific and educational nature
(95%), while only 5% serves recreational purposes.19 The repository is based
on various ways of crowd-sourcing, i.e. social and technical forms of
accessing and sharing academic publications. Despite a number of legal cases
and court orders, the site is still available under various and changing
domain names.20

The related project Sci-Hub is an online service that processes requests for
pay-walled articles by providing systematic, automized, but unauthorized
backdoor access to proprietary scholarly journal databases. Users requesting
papers not present in LibGen are advised to download them through Sci-Hub; the
respective PDF files are served to users and automatically added to LibGen (if
not already present). According to _Nature_ magazine, Sci-Hub hosts around 60
million academic papers and was able to serve 75 million downloads in 2016. On
a daily basis 70,000 users access approximately 200,000 articles.

The founder of the meta library Sci-Hub is Kazakh programmer Alexandra
Elbakyan, who has been sued by large publishing houses and was convicted twice
to pay almost 20 million US$ in compensation for the losses her activities
allegedly have caused, which is why she had to go underground in Russia. For
illegally leaking millions of documents the _New York Times_ compared her to
Edward Snowden in 2016: “While she didn’t reveal state secrets, she took a
stand for the public’s right to know by providing free online access to just
about every scientific paper ever published, ranging from acoustics to
zymology.” 21 In the same year the prestigious _Nature_ magazine elected her
as one of the ten most influential people in science. 22 Unlike other
persecuted people, she went on the offensive and started to explain her
actions and motives in court documents and blog posts. Sci-Hub encourages new
ways of distributing knowledge, beyond any commercial interests. It provides a
radically open infrastructure thus creating an inviting atmosphere. “It is a
knowledge infrastructure that can be freely accessed, used and built upon by
anyone.”23

As both projects LibGen and Sci-Hub are based in post-Soviet countries, Balazs
reconstructed the history and spirit of Russian reading culture and brings
them into connection.24 Interestingly, the author also establishes a
connection to the Kolhoz (Russian: колхо́з), an early Soviet collective farm
model that was self-governing, community-owned, and a collaborative
enterprise, which he considers to be a major inspiration for the digital
librarians. He also identifies parallels between this Kolhoz model and the
notion of the “commons”—a concept that will be discussed in more detail with
regards to shadow libraries further below.

According to Balazs, these sorts of libraries and collections are part of the
Guerilla Open Access movement (GOA) and thus practical manifestations of Aaron
Swartz’s “Guerilla Open Access Manifesto”.25 In this manifesto the American
hacker and activist pointed out the flaws of open access politics and aimed at
recruiting supporters for the idea of “radical” open access. Radical in this
context means to completely ignore copyright and simply make as much
information available as possible. “Information is power” is how the manifesto
begins. Basically, it addresses the—what he calls—“privileged”, in the sense
that they do have access to information as academic staff or librarians, and
he calls on their support for building a system of freely available
information by using their privilege, downloading and making information
available. Swartz and Elbakyan both have become the “iconic leaders”26 of a
global movement that fights for scientific knowledge to be(come) freely
accessible and whose protagonists usually prefer to operate unrecognized.
While their particular projects may be of a more or less temporary nature, the
discursive value of the work of the “amateur librarians” and their projects
will have a lasting impact on the development of access politics.

_Cultural and Knowledge Commons_

The above discussion illustrates that the phenomenon of shadow libraries
cannot be reduced to its copyright infringing aspects. It needs to be
contextualized within a larger sociopolitical debate that situates the demand
for free and unrestricted access to knowledge within the struggle against the
all-co-opting logic of capital, which currently aims to economize all aspects
of life.

In his analysis of the Russian shadow libraries Balazs has drawn a parallel to
the commons as an alternative mode of ownership and a collective way of
dealing with resources. The growing interest in the discourses around the
commons demonstrates the urgency and timeliness of this concept. The
structural definition of the commons conceived by political economist Massimo
de Angelis allows for its application in diverse fields: “Commons are social
systems in which resources are pooled by a community of people who also govern
these resources to guarantee the latter’s sustainability (if they are natural
resources) and the reproduction of the community. These people engage in
‘commoning,’ that is a form of social labour that bears a direct relation to
the needs of the people, or the commoners”.27 While the model originates in
historical ways of sharing natural resources, it has gained new momentum in
relation to very different resources, thus constituting a third paradigm of
production—beyond state and private—however, with all commoning activities
today still being embedded in the surrounding economic system.

As a reason for the newly aroused interest in the commons, de Angelis provides
the crisis of global capital, which has maneuvered itself into a systemic
impasse. While constantly expanding through its inherent logic of growth and
accumulation, it is the very same logic that destroys the two systems capital
relies on: non-market-shaped social reproduction and the ecological system.
Within this scenario de Angelis describes capital as being in need of the
commons as a “fix” for the most urgent systemic failures: “It needs a ‘commons
fix,’ especially in order to deal with the devastation of the social fabric as
a result of the current crisis of reproduction. Since neoliberalism is not
about to give up its management of the world, it will most likely have to ask
the commons to help manage the devastation it creates. And this means: if the
commons are not there, capital will have to promote them somehow.”28

This rather surprising entanglement of capital and the commons, however, is
not the only perspective. Commons, at the same time, have the potential to
create “a social basis for alternative ways of articulating social production,
independent from capital and its prerogatives. Indeed, today it is difficult
to conceive emancipation from capital—and achieving new solutions to the
demands of _buen vivir_ , social and ecological justice—without at the same
time organizing on the terrain of commons, the non-commodified systems of
social production. Commons are not just a ‘third way’ beyond state and market
failures; they are a vehicle for emerging communities of struggle to claim
ownership to their own conditions of life and reproduction.”29 It is their
purpose to satisfy people’s basic needs and empower them by providing access
to alternative means of subsistence. In that sense, commons can be understood
as an _experimental zone_ in which participants can learn to negotiate
responsibilities, social relations, and peer-based means of production.

_Art and Commons_

Projects such as UbuWeb, Monoskop,30 aaaaarg,31 Memory of the World,32 and
0xdb33 vary in size, they have different forms of organization and foci, but
they all care for specific cultural goods and make sure these goods remain
widely accessible—be it digital copies of artworks and original documents,
books and other text formats, videos, film, or sound and music. Unlike the
large shadow libraries introduced above, which aim to provide access to
hundreds of thousands, if not millions of mainly academic papers and books,
thus trying to fully cover the world of scholarly and academic works, the
smaller artist-run projects are of different nature. While UbuWeb’s founder,
for instance, also promotes a generally unrestricted access to cultural goods,
his approach with UbuWeb is to build a curated archive with copies of artworks
that he considers to be relevant for his very context.34 The selection is
based on personal assessment and preference and cared for affectionately.
Despite its comprehensiveness, it still can be considered a “personal website”
on which the artist shares things relevant to him. As such, he is in good
company with similar “artist-run shadow libraries”, which all provide a
technical infrastructure with which they share resources, while the resources
are of specific relevance to their providers.

Just like the large pirate libraries, these artistic archiving and library
practices challenge the notion of culture as private property and remind us
that it is not an unquestionable absolute. As Jonathan Lethem contends,
“[culture] rather is a social negotiation, tenuously forged, endlessly
revised, and imperfect in its every incarnation.”35 Shadow libraries, in
general, are symptomatic of the cultural battles and absurdities around access
and copyright within an economic logic that artificially tries to limit the
abundance of digital culture, in which sharing does not mean dividing but
rather multiplying. They have become a cultural force, one that can be
represented in Foucauldian terms, as symptomatic of broader power struggles as
well as systemic failures inherent in the cultural formation. As Marczewska
puts it, “Goldsmith moves away from thinking about models of cultural
production in proprietary terms and toward paradigms of creativity based on a
culture of collecting, organizing, curating, and sharing content.”36 And by
doing so, he produces major contradictions, or rather he allows the already
existing contradictions to come to light. The artistic archives and libraries
are precarious in terms of their legal status, while it is exactly due to
their disregard of copyright that cultural resources could be built that
exceed the relevance of most official archives that are bound to abide the
law. In fact, there are no comparable official resources, which is why the
function of these projects is at least twofold: education and preservation.37

Maybe UbuWeb and the other, smaller or larger, shadow libraries do not qualify
as commons in the strict sense of involving not only a non-market exchange of
goods but also a community of commoners who negotiate the terms of use among
themselves. This would require collective, formalized, and transparent types
of organization. Furthermore, most of the digital items they circulate are
privately owned and therefore cannot simply be transferred to become commons
resources. These projects, in many respects, are in a preliminary stage by
pointing to the _ideal of culture as a commons_. By providing access to
cultural goods and knowledge that would otherwise not be available at all or
inaccessible for large parts of the general public, they might even fulfill
the function of a “commons fix”, to a certain degree, but at the same time
they are the experimental zone needed to unlearn copyright and relearn new
ways of cultural production and dissemination beyond the property regime. In
any case, they can function as perfect entry points for the discussion and
investigation of the transformative force art can have within the current
global neoliberal knowledge society.

_Top Tens—Showcasing the Copy as an Aesthetic and Political Statement_

The exhibition _Top Tens_ provided an experimental setting to explore the
possibilities of translating the abundance of a digital archive into a “real
space”, by presenting one hundred artworks from the Ubu archive. 38 Although
all works were properly attributed in the exhibition, the artists whose works
were shown neither had a say about their participation in the exhibition nor
about the display formats. Tolerating the presence of a work in the archive is
one thing; tolerating its display in such circumstances is something else,
which might even touch upon moral rights and the integrity of the work.
However, the exhibition was not so much about the individual works on display
but the archiving condition they are subject to. So the discussion here has
nothing to do the abiding art theory question of original and copy.
Marginally, it is about the question of high-quality versus low-quality
copies. In reproducible media the value of an artwork cannot be based on its
originality any longer—the core criterion for sales and market value. This is
why many artists use the trick of high-resolution and limited edition, a kind
of distributed originality status for several authorized objects, which all
are not 100 percent original but still a bit more original than an arbitrary
unlimited edition. Leaving this whole discussion aside was a clear indication
that something else was at stake. The conceptual statement made by the
exhibition and its makers foregrounded the nature of the shadow library, which
visitors were able to experience when entering the gallery space. Instead of
viewing the artworks in the usual way—online—they had the opportunity to
physically immerse themselves in the cultural condition of proliferated acts
of copying, something that “affords their reconceptualization as a hybrid
creative-critical tool and an influential aesthetic category.”39

Appropriation and copying as longstanding methods of subversive artistic
production, where the reuse of existing material serves as a tool for
commentary, social critique, and a means of making a political statement, has
expanded here to the art of exhibition-making. The individual works serve to
illustrate a curatorial concept, thus radically shifting the avant-garde
gesture which copying used to be in the twentieth century, to breathe new life
in the “culture of collecting, organizing, curating, and sharing content.”
Organizing this conceptually concise exhibition was a brave and bold statement
by the art institution: The Onassis Cultural Centre, one of Athens’ most
prestigious cultural institutions, dared to adopt a resolutely political
stance for a—at least in juridical terms—questionable project, as Ubu lives
from the persistent denial of copyright. Neglecting the concerns of the
individual authors and artists for a moment was a necessary precondition in
order to make space for rethinking the future of cultural production.

________________
Special thanks to Eric Steinhauer and all the artists and amateur librarians
who are taking care of our cultural memory.

1 Festival program online: Onassis Cultural Centre, “Shadow Libraries: UbuWeb
in Athens,” (accessed on Sept. 30, 2018).
2 _UbuWeb_ is a massive online archive of avant-garde art created over the
last two decades by New York-based artist and writer Kenneth Goldsmith.
Website of the archive: (accessed on Sept. 30, 2018).
3 Kaja Marczewska, _This Is Not a Copy. Writing at the Iterative Turn_ (New
York: Bloomsbury Academic, 2018), 22.
4 For further reading: Kenneth Goldsmith, _Uncreative Writing: Managing
Language in the Digital Age_ (New York: Columbia University Press, 2011).
5 Many works in the archive stem from the pre-digital era, and there is no
precise knowledge of the sources where Ubu obtains its material, but it is
known that Goldsmith also digitizes a lot of material himself.
6 In German copyright law, for example, §17 and §19a grant the exclusive right
to reproduce, distribute, and make available online to the author. See also:
(accessed on Sept. 30,
2018).
7 Eric Steinhauer, “Rechtspflicht zur Amnesie: Digitale Inhalte, Archive und
Urheberrecht,” _iRightsInfo_ (2013), /rechtspflicht-zur-amnesie-digitale-inhalte-archive-und-urheberrecht/18101>
(accessed on Sept. 30, 2018).
8 In particularly severe cases of copyright infringement also state
prosecutors can become active, which in practice, however, remains the
exception. The circumstances in which criminal law must be applied are
described in §109 of German copyright law.
9 See, for example, “Shadow Libraries” for a video interview with Kenneth
Goldsmith.
10 Paul Torremans, _Intellectual Property Law_ (Oxford: Oxford University
Press, 2010), 265.
11 See also §53 para. 1–3 of the German Act on Copyright and Related Rights
(UrhG), §42 para. 4 in the Austrian UrhG, and Article 19 of Swiss Copyright
Law.
12 Simon Stokes, _Art & Copyright_ (Oxford: Hart Publishing, 2003).
13 Steinhauer, “Rechtspflicht zur Amnesie”.
14 This discrepancy between a state mandate for cultural preservation and
copyright law has only been fixed in 2018 with the introduction of a special
law, §16a DNBG.
15 Steinhauer, “Rechtspflicht zur Amnesie”.
16 Bodo Balazs, “The Genesis of Library Genesis: The Birth of a Global
Scholarly Shadow Library,” Nov. 4, 2014, _SSRN_ ,
, (accessed on
Sept. 30, 2018).
17 Motto of Sci-Hub: “Sci-Hub,” _Wikipedia_ , /Sci-Hub> (accessed on Sept. 30, 2018).
18 Guillaume Cabanac, “Bibliogifts in LibGen? A study of a text-sharing
platform driven by biblioleaks and crowdsourcing,” _Journal of the Association
for Information Science and Technology_ , 67, 4 (2016): 874–884.
19 Ibid.
20 The current address is (accessed on Sept. 30, 2018).
21 Kate Murphy, “Should All Research Papers Be Free?” _New York Times Sunday
Review_ , Mar. 12, 2016, /should-all-research-papers-be-free.html> (accessed on Sept. 30, 2018).
22 Richard Van Noorden, “Nature’s 10,” _Nature_ , Dec. 19, 2016,
(accessed on Sept. 30,
2018).
23 Bodo Balazs, “Pirates in the library – an inquiry into the guerilla open
access movement,” paper for the 8th Annual Workshop of the International
Society for the History and Theory of Intellectual Property, CREATe,
University of Glasgow, UK, July 6–8, 2016. Online available at: https
://adrien-chopin.weebly.com/uploads/2/1/7/6/21765614/2016_bodo_-_pirates.pdf
(accessed on Sept. 30, 2018).
24 Balazs, “The Genesis of Library Genesis”.
25 Aaron Swartz, “Guerilla Open Access Manifesto,” _Internet Archive_ , July
2008,

(accessed on Sept. 30, 2018).
26 Balazs, “Pirates in the library”.
27 Massimo De Angelis, “Economy, Capital and the Commons,” in: _Art,
Production and the Subject in the 21st Century_ , eds. Angela Dimitrakaki and
Kirsten Lloyd (Liverpool: Liverpool University Press, 2015), 201.
28 Ibid., 211.
29 Ibid.
30 See: (accessed on Sept. 30, 2018).
31 Accessible with invitation. See:
[https://aaaaarg.fail/](https://aaaaarg.fail) (accessed on Sept. 30, 2018).
32 See: (accessed on Sept. 30, 2018).
33 See: (accessed on Sept. 30, 2018).
34 Kenneth Goldsmith in conversation with Cornelia Sollfrank, _The Poetry of
Archiving_ , 2013, (accessed on Sept. 30, 2018).
35 Jonathan Lethem, _The Ecstasy of Influence: Nonfictions, etc._ (London:
Vintage, 2012), 101.
36 Marczewska, _This Is Not a Copy_ , 2.
37 The research project _Creating Commons_ , based at Zurich University of the
Arts, is dedicated to the potential of art projects for the creation of
commons: “creating commons,” (accessed on
Sept. 30, 2018).
38 One of Ubu’s features online has been the “top ten”, the idea to invite
guests to pick their ten favorite works from the archive and thus introduce a
mix between chance operation and subjectivity in order to reveal hidden
treasures. The curators of the festival in Athens, Ilan Manouach and Kenneth
Goldsmith, decided to elevate this principle to the curatorial concept of the
exhibition and invited ten guests to select their ten favorite works. The
Athens-based curator Elpida Karaba was commissioned to work on an adequate
concept for the realization, which turned out to be a huge black box divided
into ten small cubicles with monitors and seating areas, supplemented by a
large wall projection illuminating the whole space.
39 Marczewska, _This Is Not a Copy_ , 7.

This text is under a _Creative Commons_ license: CC BY NC SA 3.0 Austria


hacker in Sollfrank & Kleiner 2012


Sollfrank & Kleiner
Telekommunisten
2012


Dmytri Kleiner
Telekommunisten

Berlin, 20 November 2012

[00:12]
My name is Dmytri Kleiner. I work with Telekommunisten, which is an art
collective based in Berlin that investigates the social relations in bettering
communication technologies.

[00:24]
Peer-To-Peer Communism

[00:29]
Cornelia Sollfrank: I would like to start with the theory, which I think is
very strong, and which actually informs the practice that you are doing. For
me it's like the background where the practice comes from. And I think the
most important and well-known book or paper you've written is The
Telekommunist Manifesto. This is something that you authored personally,
Dmytri Kleiner. It's not written by the Telekommunisten. And I would like to
ask you what the main ideas and the main principles are that you explain, and
maybe you come up with a few things, and I have some bullet points here, and
then we can discuss.

[01:14]
The book has two sections. The first section is called "Peer-To-Peer Communism
Vs. The Client-Server Capitalist State," and that actually explains – using
the history of the Internet as a sort of a basis – it explains the
relationship between modes of production on one hand, like capitalism and
communism, with network topologies on the other hand, mesh networks and star
networks. [01:39] And it explains why the original design of the Internet,
which was supposed to be a decentralised system where everybody could
communicate with everybody without any kind of mediation, or control or
censorship – why that has been replaced with centralised, privatised
platforms, from an economic basis. [02:00] So that the need for capitalist
capture of user data, and user interaction, in order to allow investors to
recoup profits, is the driving force behind centralisation, and so it explains
that.

[02:15]
Copyright Myth

[02:19]
C.S.: The framework of these whole interviews is the relation between cultural
production, artistic production in particular, and copyright, as a regulatory
mechanism. In one of your presentations, you mention, or you made the
assumption or the claim, that the fact that copyright is there to protect, or
to foster or enable artistic cultural production is a myth. Could you please
elaborate a bit on that?

[02:57]
Sure. That's the second part of the manifesto. The second part of the
manifesto is called "A Contribution to the Critique of Free Culture." And in
that title I don't mean to be critiquing the practice of free culture, which I
actively support and participate in. [03:13] I am critiquing the theory around
free culture, and particularly as it's found in the Creative Commons
community. [03:20] And this is one of the myths that you often see in that
community: that copyright somehow was created in order to empower artists, but
it's gone wrong somehow, at some point it's got wrong. [03:34] It went in the
wrong direction and now it needs to be corrected. This is a kind of a
plotline, so to speak, in a lot of creative commons oriented community
discussion about copyright. [03:46] But actually, of course, the history of
copyright is the same as the history of labour and capital and markets in
every other field. So just like the kind of Lockean idea of property
attributes the product of the worker's labour to the worker, so that the
capitalist can appropriate it, so it commodifies the products of labour,
copyright was created for exactly the same reasons, at exactly the same time,
as part of exactly the same process, in order to create a commodity form of
knowledge, so that knowledge could play in markets. [04:21] That's why
copyright was invented. That was the social reason why it needed to exist.
Because as industrial capitalism was manifesting, they required a way to
commodify knowledge work in the same way they commodified other kinds of
labour. [04:37] So the artist was only given the authorship of their work in
exactly the same way as the factory worker supposedly owns the product of
their labour. [04:51] Because the artist doesn't have the means of production,
so the artist has to give away that product, and actually legitimizes the
appropriation of the product of labour from the labourer, whether it's a
cultural labourer or a physical labourer.

[05:07]
(Intellectual) Labour

[05:10]
C.S.: And why do you think that this myth is so persistent? Or, who created
it, and for what reasons?

[05:18]
I think that a lot of kind of liberal criticism sort of starts that way. I
mean, I haven't really researched this, so that's kind of an open question
that you are asking, I don’t really have a specific position. [05:30] But my
impression is always that people that come at things from a liberal critique,
not a critical critique, sort of assume that things were once good and now
they’re bad. That’s kind of a common sort of assumption. [05:42] So instead of
looking at the core structural origin of something, they sort of have an
assumption that at some point this must have served a useful function or it
wouldn’t exist. And so therefore it must have been good and now it’s bad.
[05:57] And also because of the rhetoric, of course, just like the Lockean
rhetoric of property: give the ownership of the product of labour to the
worker. Ideologically speaking, it’s been framed this way since the beginning.
[06:14] But of course, everybody understands that in the market system the
worker is only given the rights to own their labour if they can sell it.

[06:22]
Author Function

[06:26]
C.S.: Based on this assumption, developed a certain function of the author.
Could you please elaborate on this a bit more? The invention of the individual
author.

[06:39]
The author – in a certain point of history, in line of the development of, you
know, as modern society – capitalist industrial society – began to emerge, so
did with it the author. [06:53] Previous to this, the concept of the author
was not nearly so engrained. So the author hasn't always existed in this
static sense, as unique source of new creativity and new knowledge, creating
work ex nihilo from their imagination. [07:10] Previous to this there was
always a more social understanding of authorship, where authors were in a
continuous cultural dialogue with previous authors, contemporary authors,
later authors. [07:20] And authors would frequently reuse themes, plots,
characters, from other authors. For instance, Goethe’s Faust is a good example
that has been used by authors before and after Goethe, in their own stories.
And just like the Homeric traditions of ancient literature. [07:42] Culture
was always seen to be much about dialogue, where each generation of authors
would contribute to a common creative stock of characters, plots, ideas. But
that, of course, is not conducive to making knowledge into a commodity that
can be sold in the market. [08:00] So as we got into a market-based society,
in order to create this idea of intellectual property, of copyright, creating
something that can be sold on the market, the artist and the author had to
become individuals all of a sudden. [08:16] Because this kind of iterative
social dialogue doesn’t work well in a commodity form, because how do you
properly buy it and sell it?

[08:28]
Anti-Copyright

[08:33]
C.S.: The Next concept I would like to talk about is the anti-copyright. Could
you please explain a little bit what it actually is, and where it comes from?

[08:46]
From the very beginning of copyright many artists and authors rejected it from
ideological grounds, right from the beginning. [08:35] Because, of course,
what was now plagiarism, what was now illegal, and a violation of intellectual
property had been in many cases traditional practices that writers took for
granted forever. [09:09] The ability to reuse characters; the ability to take
plots, themes and ideas from other authors and reuse them. [09:16] So many
artists rejected this idea from the beginning. And this was the idea of
copyright. But, of course, because the dominant system that was emerging – the
market capitalist system – required the commodity form to make a living, this
was always a marginal community. [09:37] So it was radical artists, like the
Situationist International, or artists that had strong political beliefs, the
American folk musicians like Woody Guthrie – another famous example. [09:47]
And all of this people were not only against intellectual property. They were
not only against the commodification of cultural work. They were against the
commodification of work, period. [09:57] There was a proletarian movement.
They were very much against capitalism as well as intellectual property.

[10:04]
Examples of Anti-Copyright

[10:08]
C.S.: Could you give also some examples in the artworld for this
anti-copyright, or in the cultural world?

[10:15]
DK: Well, you know Lautréamont’s famous text, “plagiarism is necessary: it
takes a wrong idea and replaces it with the right idea.” [10:29] And
Lautréamont was a huge influence on a bunch of radical French artists
including, most famously, the Situationist International, who published their
journal with no copyright, denying copyright. [10:44] I guess that Woody
Guthrie has a famous thing that I quote in some article or other, maybe even
in the [Telekommunist] Manifesto, I don’t remember if it made it in – where he
expressly says, he openly supports people performing, copying, modifying his
songs. That was a note that he made in a song book of his. [11:11] And many
others – the whole practice is associated with communises, from Dada to
Neoism. [11:18] Much later, up to the mid-1990s, this was the dominant form.
So from the birth of copyright, up to the mid-1990s, the intellectual property
was being questioned on the radical fringes of artists. [11:34] For me
personally, as an artist, I started to become involved with artists like
Negativland and Plunderpalooza – sorry, Plunderpalooza was an act we did;
Plunderphonics is an album by John Oswald – the newest movements and the
festival of plagiarism. [11:51] This was the area that I personally
experienced in the 1990s, but it has a long history going back to Lautréamont,
if not earlier.

[12:01]
On the Fringe

[12:05]
C.S.: But you already mentioned the term fringe, so this kind of
anti-copyright attitude automatically implied that it could only happen on the
fringe, not in the actual cultural world.

[12:15]
Exactly. It is fundamentally incompatible with capitalism, because it denies
the value-form of culture. [12:22] And without the commodity form, it can’t
make a living, it has nothing to sell in the market. Because it’s not allowed
to sell on the market, it’s necessarily marginal. [12:34] So it’s necessarily
people who support themselves through “non-art” income, by other kinds of
work, or the small percentage of artists that can be supported by cultural
funding or universities, which is, you know, a relatively small group compared
to the proper cultural industries that are supported by copyright licensing.
[12:54] That includes the major movie houses, the major record labels, the
major publishing houses. Which is, you know, in orders of magnitude, a larger
number of artists.

[13:05]
Anti-Copyright Attitude

[13:10]
C.S.: So what would you say are the two, three, main characteristics of the
anti-copyright attitude?

[13:16]
Well, it completely rejects copyright as being legitimate. That’s a complete
denial of copyright. And usually it’s a denial of the existence of a unique
author as well. [13:28] So one of the things that is very characteristic is
the blurring of the distinction between producer and consumer. [13:37] So that
art is considered to be a dialogue, an interactive process where every
producer is also a consumer of art. So everybody is an artist in that sense,
everybody potentially can be. And it’s an ongoing process. [13:52] There’s no
distinction between producer and consumer. It’s just a transient role that one
plays in a process.

[13:59]
C.S.: And in that sense it relates back to the earlier ideas of cultural
production.

[14:04]
Exactly, to the pre-commodity form of culture.

[14:11]
Copyleft

[14:15]
C.S.: Could you please explain what copyleft is, where it comes from.

[14:20]
Copyleft comes out of the software community, the hacker community. It doesn’t
come out of artistic practice per se. And it comes out of the need to share
software. [14:30] Famously, Richard Stallman and the Free Software Foundation
started this project called GNU (GNU’s Not Unix), which is the, kind of, very
famous and important project. [14:44] And they publish the license called the
GPL, which sort of defined the copyleft idea. And copyleft is a very clever
kind of a hack, as they say in the hacker community. [14:53] What it does is
that it asserts copyright, full copyright, in order to provide a public
license, a free license. And it requires that any derivative work also carries
the same license. That’s what is different about it to anti-copyright. It’s
that, rather than denying copyright outright, copyleft is a copyright license
– it is a copyright – but then the claim is used in order to publicly make the
work available to anybody that wants it under very open terms. [15:28] The key
requirement, the distinctive requirement, is that any derivative work must
also be licenced under the same terms, under the copyleft terms. [15:38] This
is what we call viral, in that it perpetuates license. This is very clever,
because it takes copyright law, and it uses copyright law to create
intellectual property freedom, within a certain context. [15:55] But the
difference is, of course, that we are talking about software. And software,
economically speaking, from the point of view of the way software developers
actually make a living, is very different. [16:11] Because within the
productive cycle – the productive cycle can be said to have two phases,
sometimes called "department one" and "department two" in Marxian language or
in classical political economics. Producer’s goods and consumer’s goods; or
capital’s goods and consumer's goods models. [16:17] The idea is that some
goods are produced not for consumers but for producers. And these goods are
called capital. So they are goods that are used in production. And because
they are used in production, it’s not as important for capitalists to make a
profit on their circulation because they are input to production. [16:47] They
make their profits up stream, by actually using those goods in production, and
then creating goods that can be sold to the masses, circulated to the masses.
[16:56] And so because culture – art and culture – is normally a “department
two” good, consumer’s good, it’s completely, fundamentally incompatible with
capitalism because capitalism requires the capture of profits and the
circulation of consumer’s goods. But because software is largely a “department
one” good, producer’s good, it has no incompatibility with capitalism at all.
[17:18] In fact, capitalists very much like having their capital costs
reduced, because the vast majority of capitalists do not make commercial
software – license it. That’s only a very small class of capitalists. For the
vast majority of capitalists, the availability of free software as an input to
their production is a wonderful thing. [17:39] So this creates a sort of a
paradox, where under capitalism, only capital can be free. And because
software is capital, free software, and the GNU project, the Linux and the
vanilla projects exploded and became huge. [17:39] So, unlike the marginal-by-
necessity anti-copyright, free software became a mass movement, that has a
billion dollar industry, that has conferences all over the world that are
attended by tens of thousands of people. And everybody is for it. It’s this
really great big thing. [18:26] So it’s been rather different than
anti-copyright in term of its place in society. It’s become very prominent, very
successful. But, unfortunately – and I guess this is where we have to go next
– the reason why it is successful is because software is a producer’s good,
not a consumer’s good.

[18:38]
Copyleft Criticism

[18:42]
C.S.: So what is your basic criticism of copyleft?

[18:47]
I have no criticism of copyleft, except for the fact that some people think
that the model can be expanded into culture. It can’t be, and that’s the
problem. It's that a lot people from the arts community then kind of came back
to this original idea of questioning copyright through free software. [19:12]
So they maybe had some relationship with the original anti-copyright
tradition, or sometimes not at all. They are fresh out of design school, and
they never had any relationship with the radical tradition of anti-copyright.
And they encounter free software – they are like, yeah, that's great. [19:29]
And the spirit of sharing and cooperation inspires them. And they think that
the model can be taken from free software and applied to art and artists as
well, just like that. [19:41] But of course, there is a problem, because in a
capitalist society there has to be some economic sustainability behind the
practice, and because free culture modelled out of the GPL can’t work, because
the artists can’t make a living that way. [20:02] While capital will fund free
software, because they need free software – it’s a producer’s good, it’s input
to their production – capital has no need for free art. So they have also no
need to finance free art. [20:15] So if they can’t be financed by capital,
that automatically gives them a very marginal role in today’s society. [20:19]
Because that means that it has to be funded by something other than capital.
And those means are – back to the anti-copyright model – those are either non-
art income, meaning you do some other kind of work to self-finance your
artistic production, or the relatively small amount of public cultural
financing that is available – or now we have new things, like crowd funding –
all these  kinds of things that create some opportunities. But still
marginally small compared to the size of the capitalist economy. [20:52] So
the only criticism of copyleft is that it is inapplicable to cultural
production.

[21:00]
Copy-left and cultural production

[21:04]
C.S.: Why this principle of free software production, GPL principles, cannot
be applied to cultural production? Just again, to really point this out.

[21:20]
The difference is really the difference between “department one” goods,
producer's goods, and “department two” goods, consumer’s goods. [21:27] It’s
that capitalists, which obviously control the vast majority of investment in
this economy – so the vast majority of money that is spent to allow people to
realise projects of any kind. The source of this money is capital investment.
[21:42] And capital is happy to invest in producer’s goods, even if they are
free. Because they need these goods. So they have no requirement to seek these
goods. [21:53] If you are running a company like Amazon, you are not making
any money selling Linux, you are making money selling web services, books and
other kinds of derivative products. You need free software to run your data
centre, to run your computer. [22:08] So the cost of software to you is a
cost, and so you're happy to have free software and support it. Because it
makes a lot more sense for you to contribute to some project that it’s also
used by five other companies. [22:21] And in the end all of you have this tool
that you can run on your computer, and run your business with, than actually
either buying a license from some company, which can be expensive, inflexible,
and you can't control it, and if it doesn't work the way you want, you cannot
change it. [22:36] So free software has a great utility for producers. That's
why it's a capital good, a producer's good, a "department one" good. [22:45]
But art and culture do not have the same economic role. Capital is not
interested in developing free culture and free art. They don't need it, they
don't do anything with it. And the capitalist that produces art and culture
requires it to have a commodity form, which is what copyright is. [23:00] So
they require a form that they can sell on the market, which requires it to
have the exclusive, non-reproducible commodity form – that copyright was
developed in order to commodify culture. [23:14] So that is why the copyleft
tradition won't work for free culture – because even though free culture and
anti-copyright predates it, it predates it as a radical fringe. And the
radical fringe isn't supported by capital. It's supported, as we said, by
outside income, non-art income, and other kind of things like small cultural
funds.

[23:38]
Creative Commons

[23:42]
C.S.: In the last ten years we have seen new business models that very much
depend on free content as well. Could you please elaborate on this a bit?

[23:56]
Well, that’s the thing. Now we have the kind of Web 2.0/Facebook world.
[24:00] The entire copyright law – the so-called "good copyright" that
protected artists – was all based on the idea of the mechanical copy. And the
mechanical copy made a lot of sense in the printing press era where, if you
had some intellectual property, you could license it through mechanical
copies. So every time it was copied, somebody owed you a royalty. Very simple.
[24:26] But in a Web 2.0 world, where we have YouTube, Facebook, Twitter and
things like that, this doesn't really work very well. Because if you post
something online and then you need to get paid a royalty every time it gets
copied (and it gets copied millions of times), this becomes very impractical.
[24:44] And so this is where the Creative Commons really comes in. Because the
Creative Commons comes in just exactly at this time – as the Internet is kind
of bursting out of its original military and NGO roots, and really hitting the
general public. At the same time free software is something that is becoming
better known, and inspiring more people – so the ideas of questioning
copyright are becoming more prominent. [25:16] So Creative Commons seizes on
this kind of principles approach that anti-copyright and copyleft take. And
again, one of the single most important things about anti-copyright and
copyleft is that in both cases the freedom that they are talking about – the
free culture that they represent – is the freedom of the consumer to become
the producer. It's the denial of the distinction between consumer and
producer. [25:41] So even though the Creative Commons has a lot of different
licenses, including some that are GPL compatible – they're approved for free
cultural work, or whatever it's called – there is one license in particular
that makes up the vast majority of the works in the Creative Commons, one
license in particular which is like the signature license of the Creative
Commons – it's the non-commercial license. And this is obviously... The
utility of that is very clear because, as we said, artists can't make a living
in a copyleft sense. [26:18] In order for artists to make a living in the
capitalist system, they have to be able to negotiate non-free rights with
their publishers. And if they can't do that, they simply can't make a living.
At least, not in the mainstream community. There is a certain small place for
artists to make a living in the alternative and fringe elements of the
artworld. [26:42] But if you are talking about making a movie, a novel, a
record, then you at some point are going to need to negotiate a contract with
the publisher. Which means, you're going to have to be able negotiate non-free
terms. [27:00] So what non-commercial [licensing] does, is that it allows
people to share your stuff, making you more famous, getting more people to
know you – building its value, so to speak. But they can't actually do
anything commercial with it. And if they want to do anything commercial with
it, they have to come back to you and they have to negotiate a non-free
license. [27:19] So this is very practical, because it solves a lot of
problems for artists that want to make work available online in order to get
better known, but still want to eventually, at some point in the future,
negotiate non-free terms with a publishing company. [27:34] But while it's
very practical, it fundamentally violates the idea that copyleft and
anti-copyright set out to challenge – and this is distinction between the producer
and the consumer. Because of this, the consumer cannot become the producer.
And that is the criticism of the Creative Commons. [27:52] That's why I want
to talk about this thing, I often say, a tragedy in three parts. The first
part is a tragedy because it has to remain fringe, because of its complete
incompatibility with the dominant capitalism. [28:04] The second part,
copyleft, is a tragedy because while it works great for software, it can't and
it won't work for art. [28:10] And the third part is a tragedy because it
actually undermines the whole idea and brings the author back to the surface,
back from the dead. But the author kind of remerges as a sort of useful idiot,
because the "some rights reserved" are basically the rights to sell your
intellectual property to the publisher in exactly the same way as the early
industrial factory worker would have sold their labour to the factory.

[28:36]
C.S.: And that creates by no means a commons.

[28:41]
It by no means creative a commons, right. Because a primary function of a
commons is that it would be available for use by others producers, and the
Creative Commons isn't because you don't have any right to create your own
work to make a living from the works in the commons – because of the non-
commercial clause that covers a large percentage of the works there.

[29:09]
Peer Production License

[29:13]
C.S.: But you were thinking of an alternative. What is the alternative?

[29:19]
There is no easy alternative. The fact is that, so long as we have a cultural
industry that is dominated by market capitalism, then the majority of artists
working within it will have to work in that form. We can't arbitrarily, as
artists, simply pretend that the industry as it is doesn't exist. [29:41] But
at the same time we can hope that alternatives will develop – that alternative
ways of producing and sharing cultural works will develop. So that the
copyfarleft license... [29:52] I describe the Creative Commons as
copyjustright. It's not copyright, it's copyjustright – you can tune it, you
can tailor it to your specific interests or needs. But it is still copyright,
just a more fine-tuneable copyright that is better for a Web 2.0 distribution
model. [30:12] The alternative is what I call copyfarleft, which also starts
off with the Creative Commons non-commercial model for the simple reason that,
as we discussed, if you are an actually existing artist in the actually
existing cultural industries of today, you are going to have to make a living,
on the most part, by selling non-free works to publishers, non-free licenses
to publishers. That's simply the way the industry works. [30:37] But in order
not to close the door on another industry developing – a different kind of
industry developing – after denying commercial works blankly (so it has a non-
commercial clause), then it expressly allows commercial usage by non-
capitalist organisations, independent cooperatives, non-profits –
organisations that are not structured around investment capital and wage
labour, and so forth; that are not for-profit organisations that are enriching
private individuals and appropriating value from workers. [31:15] So this
allows you to succeed, at least potentially succeed as a commercial artist in
the commercial world as it is right now. But at the same time it doesn't close
the door on another kind of community from developing, other kind of industry
from developing. [31:35] And we have to understand that we are not going to be
able to get rid of the cultural industries as they exist today, until we have
another set of institutions that can play those same roles. They're not going
to magically vanish, and be magically replaced. [31:52] We have to, at the
same time as those exist, build up new kind of institutions. We have to think
of new ways to produce and share cultural works. And only when we've done
that, will the cultural institutions as they are today potentially go away.
[32:09] So the copyfarleft license tries to bridge that gap by allowing the
commons to grow, but at the same time allowing the commons producers to make a
living as they normally would within the regular cultural industry. [32:25]
Some good examples where you can see something like this – might be clear –
are some of the famous novelists like Wu Ming or Cory Doctorow, people that
have done very well by publishing their works under Creative Commons non-
commercial licenses. [32:42] Wu Ming's books, which are published, I believe,
by Random House or some big publisher, are available under a Creative Commons
non-commercial license. So if you want to download them for personal use, you
can. But if you are Random House, and you want to publish them and put them on
bookstores, and manufacture them in huge supply, you have to negotiate non-
free terms with Wu Ming. And this allows Wu Ming to make a living by licensing
their work to Random House. [33:10] But while it does do that, what it doesn't
do is allow that book to be manufactured any other way. So that means that
this capitalist form of production becomes the only form that you can
commercially produce this book – except for independents, just for their own
personal use. [33:25] Whereas if their book was instead under a copyfarleft
license, what we call the "peer production" licence, then not only could they
continue to work as they do, but also potentially their book could be made
available through other means as well. Like, independent workers cooperatives
could start manufacturing it, selling it and distributing it locally in their
own areas, and make a commercial living out of it. And then perhaps if those
were to actually succeed, then they could grow and start to provide some of
the functions that capitalist institutions do now.

[34:00]
Miscommunication Technology

[34:05]
The artworks that we do are more related to the topologies side of the theory
– the relationship between network topologies, communication topologies, and
the social relations embedded in communication systems with the political
economy and economic ideas, and people's relationships to each other. [34:24]
The Miscommunication Technologies series has been going on for a quite a while
now, I guess since 2006 or so. Most of the works were pretty obscure, but the
more recent works are getting more attention and better known. And I guess
that the ones that we're talking about and exhibiting the most are deadSwap,
Thimbl and R15N, and these all attempt to explore some of the ideas.

[35:01]
deadSwap

[35:06]
deadSwap is a file sharing system. It's playing on the kind of
circumventionist technologies that are coming out of the file sharing
community, and this idea that technology can make us be able to evade the
legal and economic structures. So deadSwap wants to question this by creating
a very extreme parody of what it would actually mean to really be private.
[35:40] It is a file sharing system, that in order to be private it only
exists on one USB stick. And this USB stick is hidden in public space, and its
user send text messages to an anonymous SMS gateway in order to tell other
users where they've hidden the stick. When you have the stick you can upload
and download files to it – it's a file sharing system. It has a Wiki and file
space, essentially. Then you hide the stick somewhere, and you text the system
and it forwards your message to the next person that is waiting to share data.
And this continues like that, so then that person can share data on it, they
hide it somewhere and send an SMS to the system which then it gets forwarded
to the next person. [36:28] This work serves a few different functions at
once. First, it starts to get people to understand networks and all the basic
components. The participants in the artwork actually play a network node – you
are passing on information as if you are part of a network. So this gets
people to start thinking about how networks work, because they are playing the
network. [36:52] But on the other hand, it also tries to get cross the idea
that the behaviour of the user is much important than the technology, when it
comes to security and privacy. So how difficult it is – the system is very
private – how difficult it is to actually use it, not lose the stick, not to
get discovered. [37:11] It's actually very difficult to actually use. Even
though it seems so simple, normally people lose the USB key within like an
hour or two of starting the system. It doesn't... All the secret agent manuals
that say, be a secret agent spy – isn't easy, and it tries to get this across,
that actually it's not nearly as easy to evade the economic and political
dimensions of our society as it should be. [37:45] Maybe it's better that we
politically fight to avoid having to share information only by hiding USB
sticks in public space, sticking around and acting like spies.

[37:57]
Thimbl

[38:02]
Thimbl is another work, and it is completely online. This work in some ways
has become a signature work for us, even though it doesn't really have any
physical presence. It's a purely conceptual work. [38:15] One of the arguments
that the Manifesto makes is that the Internet was a fully distributed social
media platform – that's what the Internet was, and then it was replaced,
because of capitalism and because of the economic logic of the market, with
centralised communication platforms like Twitter and Facebook. [38:40] And
despite that, within the free software community and the hacker community,
there's the opposite myth, just like the copyright myth. There's this idea
that we are moving towards decentralised software. [38:54] You see people like
Eben Moglen making this point a lot, when he says, now we have Facebook, but
because of FreedomBox, Diaspora and a laundry list of other projects, we're
eventually going to reach a decentralised software. [39:07] But this makes two
assumptions that are incorrect. The first is that we are starting with
centralised media and we are going to decentralised media, which actually is
incorrect. We started with a decentralised social media platform and we moved
to a centralised one. [39:40] And the second thing that is incorrect is that
we can move from a centralised platform to a decentralised platform if we just
create the right technology, so the problem is technological. [39:34] With
Thimbl we wanted to make the point that that wasn't true, that the problem was
actually political. The technological problem is trivial. The computer
sciences have been around forever. The problem is political. [39:43] The
problem is that these systems will not be financed by capital, because capital
requires profit in order to sustain itself. In order to capture profit it
needs to have control of user interaction and user's data. [39:57] To
illustrate this, we created a micro-blogging platform like Twitter, but using
a protocol of the 1970s called Finger. So we've used the protocol that has
been around since the 1970s and made a micro-blogging platform out of it –
fully, totally distributed micro-blogging platform. And then promoted it as if
it was a real thing, with videos and website, and stuff like that. But of
course, there is no way to sign up for it, because it's just a concept.
[40:22] And then there are some scripts that other people wrote that actually
made it to a certain degree real. For us it was just a concept, but then
people actually took it and made working implementations of it, and there are
several working implementations of Thimbl. [40:38] But the point remains that
the problem is not technical, the problem is political. So we came up with
this idea of the economic fiction, or the social fiction. [40:47] Because in
science fiction you often have situations where something that eventually
became a real technology was originally introduced in a fictional context as a
science fiction. [40:59] The reason it's fictional is because science at the
time was not able to create the thing, but as science transcends its
limitations, what was once fictional technology became real technology. So we
have this idea of a social or economic fiction. [41:15] Thimbl is not science
fiction. Technologically speaking it demonstrably works – it's a demonstrably
working concept. The problem is economic. [41:23] For Thimbl to become a
reality, society has to transcend its economic limitations – it's social and
economic limitations in order to find ways to create communication systems
that are not simply funded by the capture of user data and information, which
Thimbl can't do because it is a distributive system. You can't control the
users, you can't know who is using it or what they are doing, because it's
fully distributed.

[41:47]
R15N

[41:52]
The R15N has elements of both of those things. We wanted to create a system
that was basically drawn a little from deadSwap, but I wanted to take out the
secret agent element of it. Because I was really... [42:08] The first place it
was commissioned to be in was actually in Tel Aviv, in Israel, the [Israeli]
Center for Digital Art. And this kind of spy aesthetic that deadSwap had, I
didn't think it would be an appropriate aesthetic in that context. [42:22] The
idea that of trying to convince young people in a poor area in Tel Aviv to act
like spies and hide USB sticks in public space didn't seem like a good idea.
[42:34] So I wanted to go the other way, and I wanted to really emphasise the
collaboration, and create a kind of system that is pretty much totally
impossible to use, but only if you really cooperate you can make it work.
[42:45] So I took another old approach called the telephone tree. I don't know
if you remember telephone trees. Telephone trees existed for years before the
Internet, when schools and army reserves needed to be quickly dispatched, and
it worked with a very simple tree topology. [43:01] You had a few people that
were the top nodes, that then called the list of two or three people, that
then called the list of two or three people, that then called the list of two
or three people... And the message can be sent through the community very
rapidly through a telephone tree. [43:14] It is often used in Canada for
announcing snow days at school, for instance. If the school was closed, they
would call three parents, who would each call three parents, who would each
call three parents, and so forth. So that all the parents knew that the school
was closed. That's one aspect. [43:30] Another aspect of it is that
telephones, especially mobile phones, are really advertised as a very freedom
enabling kind of a thing. Things that you can go anywhere... [43:41] I don't
know if you remember some of the early telephones ads where there are always
businessmen on the beach. I remember this one where this woman's daughter
wants to make an appointment with her because she only has time for her
colleague appointments, and so it's this whole thing about spending more time
with her daughter – so she takes her daughter to the beach, which she is able
to do because she can still conduct business on her mobile phone. So it's this
freedom kind of a thing. [44:04] But in areas like the Jessi Cohen area in Tel
Aviv where we were working, and other areas where the project has been
exhibited, like Johannesburg – other places like that, the telephone has a
very different role, because it's free to receive phone calls, but it costs
much to make phone calls, in most parts of the world, especially in these poor
areas. [44:25] So the telephone is a very asymmetric power relationship based
on your availability of credit. So rather than being a freedom enabling thing,
it's a control technology. So young people and poor people that carry them
can't actually make any calls, they can't call anybody. They can only receive
calls. [44:40] So it's used as a tedder, a control system from their parents,
their teachers, their employers, so they can know where they are at any time
and say, hey why aren't you at work, or where are you, what are you doing.
It's actually a control technology. [44:54] We wanted to invert that too. So
the way the phone tree system work is that, when you have a message you
initiate a phone call, so you initiate a new tree, the system phones you...
[45:05] And you can initiate a new tree in the modern versions by pushing a
button in the gallery. There's a physical button in the gallery, you push the
button, there's a phone beside it, it rings a random person, you tell them
your message, and then it creates an ad hoc telephone tree. It takes all the
subscribers and arranges them in a tree, just like in the old telephone tree,
and each person calls each person, until your message, in theory, gets through
the community. [45:28] But of course in reality nobody answers their phones,
you get voicemail, and then you get voicemail talking to voicemail. Of course,
voice from the Internet is fake to begin with, so calls fail. So it actually
becomes this really frenetic system where people actually don’t know what's
going on, and the message is constantly lost. [45:44] And of course, you have
all of these missed phone calls, this high pressure of the always-on world.
You are always getting these phone calls, and you're missing phone calls, and
actually nobody ever knows what the message is. So it actually creates this
kind of mass confusion. [46:00] This once again demonstrates that the users –
what we call jokingly in the R15N literature, the diligence of the users, is
so much required for these systems to work. Technologically, the system is
actually more or less hindered. [46:21] But they also serve not only to make
that message, which is a more general message – but also, like in the other
ones, in R15N you are a node in the network. So when you don’t answer a call
you know that a message is dropped. [46:36] So you can image how volatile
information is in networks. When you pass your information through a third
party, you realise that they can drop it, they can change it, they can
introduce their own information. [46:50] And that is true in R15N, but is also
true in Facebook, in Twitter, and in any time you send messages through some
third party. That is one of the messages that is core to the series.



hacker in Sollfrank & Mars 2013


Sollfrank & Mars
Public Library
2013


Marcell Mars
Public Library

Berlin, 1 February 2013

[00:13]
Public Library is the concept, the idea, to encourage people to become a
librarian, where a librarian is a person which can allow access to books – and
also which has a catalogue or index, so that it's searchable. [00:32] And the
person, the human being, can communicate, can talk with others who are
interested in that catalogue of books. [00:43] And then when you have a
librarian, and you have a lot of librarians, you have a Public Library,
because we have access to books, we have a catalogue, and we have a librarian.
That's the basic set up. [00:55] And in order to really work, in practice, we
need to introduce a set of tools which are easy to use, like Calibre, for
example, for book management. [01:07] And then also some part of that set up
should be also developed because at the moment, because of the configuration
of the routers, IP addresses and other things, it's not that easy to share
your local library which you have on your laptop with the world. [01:30] So we
also provide... When I say ‘we,’ it's a small team, at the moment, of
developers who try to address that problem. [01:38] We don't need to reinvent
the public library. It's invented, and it should be just maintained. [01:47]
The old-school public libraries – they are in decline because of many reasons.
And when it comes to the digital networks, the digital books, it's almost like
the worst position. [01:59] For example, public libraries in the US, they are
not allowed to buy digital books, for example from Penguin. So even when they
want to buy, it's not that they are getting them, it's that they can't buy the
books. [02:16] By the current legal regulation, it's considered as illegal – a
million of books, or even more, are unavailable, and I think that these books
should be really available. [02:29] And it doesn't really matter how it got on
Internet – did it come from a graphic designer who is preparing that for
print, or if it was uploaded somewhere from the author of the book (that is
also very common, especially in humanities), or if it was digitised anywhere.
[02:50] So these are the books which we have, and we can't be blinded, they
are here. The practice at the moment is almost like trying to find a
prostitute or something, so when you want to get a book online you need to get
onto the websites with advertisements for casinos, for porn and things like
that. [03:14] I don't think that the library should be like that.

[03:18]
Book Management

[03:22]
What we are trying to provide is just suggesting what kind of book management
software they can use, and also what kind of new software tools they can
install in order to easily get the messy directory into the directory of
metadata which Calibre can recognise – and then you can just use Calibre. The
next step is if you can share your local library with the world. [03:52] You
need something like a management software where it's easy to see who are the
authors, what the titles, publishers and all of the metadata – and it's
accessible from the outside.

[04:08]
Calibre

[04:12]
Calibre is a book management software. It's developed by Kovid Goyal, a
software developer. [04:22] It's a free software, open source, and it started
like many other free software projects. It started as a small tool to solve
very particular small problems. [04:31] But then, because it was useful, it
got more and more users, and then Kovid started to develop it more into a
proper, big book management software. At the moment it has more that 10
million registered users who are running that. [04:52] It does so many things
for book management. It's really ‘the’ software tool... If you have an
e-reader, for example, it recognises your e-reader, it registers it inside of
Calibre and then you can easily just transfer the books. [05:08] Also for
years there was a big problem of file formats. So for example, Amazon, in
order to keep their monopoly in that area, they wouldn't support EPUB or PDF.
And then if you got your book somewhere – if you bought it or just downloaded
from the Internet, you wouldn't be able to read it on your reader. [05:31]
Then Calibre was just developing the converter tools. And it was all in one
package, so that Calibre just became the tool for book management. [05:43] It
has a web server as a part of it. So in a local area network – if you just
start that web server and you are running a local area network, it can have a
read-only searchable access to your local library, to your books, and it can
search by any of these metadata.

[06:05]
Tools Around Calibre

[06:09]
I developed a software which I call Let's Share Books, which is super small
compared to Calibre. It just allows you, with one click, to get your library
shared on the Internet. [06:24] So that means that you get a public URL, which
says something like www some-number dot memoryoftheworld dot net, and that is
the temporary public URL. You can send it to anyone in the world. [06:37] And
while you are running your local web server and share books, it would just
serve these books to the Internet. [06:45] I also set up a web chat – kind of
a room where people can talk to each other, chat to each other. [06:54] So
it’s just, trying to develop tools around Calibre, which is mostly for one
person, for one librarian – to try to make some kind of ecosystem for a lot of
librarians where they can meet with their readers or among themselves, and
talk about the books which they love to read and share. [07:23] It’s mostly
like a social networking around the books, where we use the idea and tradition
of the public library. [07:37] In order to get there I needed to set up a
server which only does routing. So with my software I don’t know which books
are transferred, anything. It’s just like a router. [07:56] You can do that
also if you have control of your router, or what we usually call modem, so the
device which you use to get to the Internet. But that is quite hard to hack,
just hackers know how to do that. [08:13] So I just made a server on the
Internet which you can use with one click, and it just routes the traffic
between you, if you’re a librarian, and your users, readers. So that’s that
easy.

[08:33]
Librarians

[08:38] It’s super easy to become a librarian, and that is what we should
celebrate. It’s not that the only librarians which we have were the librarians
who were the only ones wanting to become a librarian. [08:54] So lots of
people want to be a librarian, and lots of people are librarians whenever they
have a chance. [09:00] So you would probably recommend me some books which you
like. I’ll recommend you some books which I like. So I think we should
celebrate that now it’s super easy that anyone can be a librarian. [09:11] And
of course, we will still need professional librarians in order to push forward
the whole field. But that goes, again, in collaboration with software
engineers, information architectes, whatever… [09:26] It’s so easy to have
that, and the benefits of that are so great, that there is no reason why not
to do that, I would say.

[09:38]
Functioning

[09:43]
If you want to share your collection then you need to install at the moment
Calibre, and Let’s Share Books software, which I wrote. But also you can – for
example, there is a Calibre plugin for Aaaaarg, so if you use Calibre… from
Calibre you can search Aaaaarg, you can download books from Aaaaarg, you can
also change the metadata and upload the metadata up to Aaaaarg.

[10:13]
Repositories

[10:17]
At the moment the biggest repository for the books, in order to download and
make your catalogue, is Library Genesis. It’s around 900,000 books. It’s
libgen.info, libgen.org. And it’s a great project. [10:33] It’s done by some
Russian hackers, who also allow anyone to download all of that. It’s 9
Terabytes of books, quite some chunk of hard disks which you need for that.
[10:47] And you can also download PHP, the back end of the website and the
MySQL database (a thumb of the MySQL database), so you can run your own
Library Genesis. That’s one of the ways how you can do that. [11:00] You can
also go and join Aaaaarg.org, where it is also not just about downloading
books and uploading books, it’s also about communication and interpretation of
making, different issues and catalogues. [11:14] It’s a community of book
lovers who like to share knowledge, and who add quite a lot of value around
the books by doing that. [11:26] And then there is… you can use Calibre and
Let’s Share Books. It’s just one of these complimentary tools. So it’s not
really that Calibre and Let’s Share Books is the only way how you can today
share books.

[11:45]
Goal

[11:50]
What we do also has a non-hidden agenda for fighting for the public library. I
would say that most of the people we know, even the authors, they all
participate in the huge, massive Public Library – which we don’t call Public
Library, but usually just trying to hide that we are using that because we are
afraid of the restrictive regime. [12:20] So I don’t see a reason why we
should shut down such a great idea and great implementation – a great resource
which we have all around the world. [12:30] So it’s just an attempt to map all
of these projects and to try to improve them. Because, in order to get it into
the right shape, we need to improve the metadata. [12:47] Open Library, a
project which started also with Aaron Swartz, has 20 millions items, and we
use it. There is a basedata.org which connects the hash files, the MD5 hashes,
with the Open Library ID. And we try to contribute to Open Library as much as
possible. [13:10] So with very few people, around 5 people, we can improve it
so much that it will be for a billion of users a great Public Library, and at
the same time we can have millions of librarians, which we never had before.
So that’s the idea. [13:35] The goal is just to keep the Public Library. If we
didn’t screw up the whole situation with the Public Library, probably we’d
just try to add a little bit of new software, and new ways that we can read
the books. [13:53] But at the moment [it’s] super important actually to keep
this infrastructure running, because this super important infrastructure for
the access to knowledge is now under huge threat.

[14:09]
Copyright

[14:13]
I just think that it’s completely inappropriate – that copyright law is
completely inappropriate for the Public Library. I don’t know about other
cases, but in terms of Public Library it’s absolutely inappropriate. [14:29]
We should find the new ways of how to reward the ones who are adding value to
sharing knowledge. First authors, then anyone who is involved in public
libraries, like librarians, software engineers – so everyone who is involved
in that ecosystem should be rewarded, because it’s a great thing, it’s a
benefit for the society. [15:03] If this kind of things happens, so if the law
which regulates this blocks and doesn’t let that field blossom, it’s something
wrong with that law. [15:16] It’s getting worse and worse, so I don’t know for
how long we should wait, because while we’re waiting it’s getting worse.
[15:24] I don’t care. And I think that I can say that because I’m an artist.
Because all of these laws are made saying that they are representing art, they
are representing the interest of artists. I’m an artist. They don’t really
represent my interests. [15:46] I think that it should be taken over by the
artists. And if there are some artists who disagree – great, let’s have a
discussion.

[15:58]
Civil Disobedience

[16:03]
In the possibilities of civil disobedience – which are done also by
institutions, not just by individuals – and I think that in such clear cases
like the Public Library it’s easy. [16:17] So I think that what I did in this
particular case is nothing really super smart – it’s just reducing this huge
issue to something which is comprehensible, which is understandable for most
of the people. [16:31] There is no one really who doesn’t understand what
public library is. And if you say to anyone in the world, saying, like hey, no
more public libraries, hey, no books anymore, no books for the poor people. We
are just giving up on something which we almost consensually accepted through
the whole world. [16:55] And I think that in such clear cases, I’m really
interested [in] what institutions could do, like Transmediale. I’m now in
[Akademie] Schloss Solitude, I also proposed to make a server with a Public
Library. If you invest enough it’s a million of books, it’s a great library.
[17:16] And of course they are scared. And I think that the system will never
really move if people are not brave. [17:26] I’m not really trying to
encourage people to do something where no one could really understand, you
know, and you need expertise or whatever. [17:37] In my opinion this is the
big case. And if Transmediale or any other art institution is playing with
that, and showing that – let’s see how far away we can support this kind of
things. [17:56] The other issue which I am really interested in is what is the
infrastructure, who is running the infrastructures, and what kind of
infrastructures are happen in between these supposedly avant-garde
institutions, or something. [08:12] So I’m really interested in raising these
issues.

[18:17]
Art Project

[18:21]
Public Library is also an art project where… I would say that just in the same
way that corporations, by their legal status, can really kind of mess around
with different… they can’t be that much accountable and responsible – I think
that this is the counterpart. [18:44] So civil disobedience can use art just
the same way that corporations can use their legal status. [18:51] When I was
invited as a curator and artist to curate the HAIP Festival in Ljubljana, I
was already quite into the topic of sharing access to knowledge. And then I
came up with this idea and everybody liked it and everybody was enthusiastic.
It's one of these ideas where you can see that it’s great, there is no one
really who would oppose to that. [19:28] At the same time there was an
exhibition, Dear Art, curated by WHW, quite established curators. And then it
immediately became an art piece for that exhibition. Then I was invited here
to Transmediale, and have a couple of other invitations. [19:45] I think that
it also shows that art institutions are accepting that, they play with that
idea. And I think that this kind of projects – by having that acceptance it
becomes the issue, it becomes the problem of the whole arts establishment.
[20:10] So I think that if I do this in this way, and if there is a curator
who invites this kind of projects – so who invites Public Library into their
exhibition – it’s also showing their kind of readiness to fight for that
issue. [20:27] And if there are a number of art festivals, a number of art
exhibitions, who are supporting this kind of, lets say, civil disobedience,
that also shows something. [20:38] And I think that that kind of context
should be pushed into the confrontation, so it’s not anymore just playing “oh,
is it is ok, it is not? We should deal with all the complexity…” [20:57] There
is no real complexity here. That complexity is somewhere else, and in some
other step we should take care of that. But this is an art piece, it’s a well
established art piece. [21:11] If you make a Public Library, I'm fine, I’m
sacrificing for taking the responsibility. But you shouldn't melt down that
art piece, I think. [21:26] And I feel super stupid that such a simple concept
should be, in 2013, articulated to whom? In many ways it’s like playing dummy,
I play dummy. It’s like, why should I? [21:50] When we started to play in
Ljubljana like software developers we came up with so many great ideas of how
to use those resources. So it was immediately…  just after couple of hours we
had tools – visualisations of that, a reader of Wikipedia which can embed any
page which is referred, as a reference, a quote. [22:17] It was immediately
obvious for anyone there and for anyone from the outside what a huge resource
is having a Public Library like that – and what’s the huge harm that we don’t
have it. [22:32] But still we need to play dummy, I need to play the artist’s
role, you know.



hacker in Stalder 2018


Stalder
The Digital Condition
2018


---
lang: en
title: The Digital Condition
---

::: {.figure}
[]{#coverstart}

![Cover page](images/cover.jpg)
:::

Table of Contents

1. [Preface to the English Edition](#fpref)
2. [Acknowledgments](#ack)
3. [Introduction: After the End of the Gutenberg Galaxy](#cintro)
1. [Notes](#f6-ntgp-9999)
4. [I: Evolution](#c1)
1. [The Expansion of the Social Basis of Culture](#c1-sec-0002)
2. [The Culturalization of the World](#c1-sec-0006)
3. [The Technologization of Culture](#c1-sec-0009)
4. [From the Margins to the Center of Society](#c1-sec-0013)
5. [Notes](#c1-ntgp-9999)
5. [II: Forms](#c2)
1. [Referentiality](#c2-sec-0002)
2. [Communality](#c2-sec-0009)
3. [Algorithmicity](#c2-sec-0018)
4. [Notes](#c2-ntgp-9999)
6. [III: Politics](#c3)
1. [Post-democracy](#c3-sec-0002)
2. [Commons](#c3-sec-0011)
3. [Against a Lack of Alternatives](#c3-sec-0017)
4. [Notes](#c3-ntgp-9999)

[Preface to the English Edition]{.chapterTitle} {#fpref}

::: {.section}
This book posits that we in the societies of the (transatlantic) West
find ourselves in a new condition. I call it "the digital condition"
because it gained its dominance as computer networks became established
as the key infrastructure for virtually all aspects of life. However,
the emergence of this condition pre-dates computer networks. In fact, it
has deep historical roots, some of which go back to the late nineteenth
century, but it really came into being after the late 1960s. As many of
the cultural and political institutions shaped by the previous condition
-- which McLuhan called the Gutenberg Galaxy -- fell into crisis, new
forms of personal and collective orientation and organization emerged
which have been shaped by the affordances of this new condition. Both
the historical processes which unfolded over a very long time and the
structural transformation which took place in a myriad of contexts have
been beyond any deliberate influence. Although obviously caused by
social actors, the magnitude of such changes was simply too great, too
distributed, and too complex to be attributed to, or molded by, any
particular (set of) actor(s).

Yet -- and this is the core of what motivated me to write this book --
this does not mean that we have somehow moved beyond the political,
beyond the realm in which identifiable actors and their projects do
indeed shape our collective []{#Page_vii type="pagebreak"
title="vii"}existence, or that there are no alternatives to future
development already expressed within contemporary dynamics. On the
contrary, we can see very clearly that as the center -- the established
institutions shaped by the affordances of the previous condition -- is
crumbling, more economic and political projects are rushing in to fill
that void with new institutions that advance their competing agendas.
These new institutions are well adapted to the digital condition, with
its chaotic production of vast amounts of information and innovative
ways of dealing with that.

From this, two competing trajectories have emerged which are
simultaneously transforming the space of the political. First, I used
the term "post-democracy" because it expands possibilities, and even
requirements, of (personal) participation, while ever larger aspects of
(collective) decision-making are moved to arenas that are structurally
disconnected from those of participation. In effect, these arenas are
forming an authoritarian reality in which a small elite is vastly
empowered at the expense of everyone else. The purest incarnation of
this tendency can be seen in the commercial social mass media, such as
Facebook, Google, and the others, as they were newly formed in this
condition and have not (yet) had to deal with the complications of
transforming their own legacy.

For the other trajectory, I applied the term "commons" because it
expands both the possibilities of personal participation and agency, and
those of collective decision-making. This tendency points to a
redefinition of democracy beyond the hollowed-out forms of political
representation characterizing the legacy institutions of liberal
democracy. The purest incarnation of this tendency can be found in the
institutions that produce the digital commons, such as Wikipedia and the
various Free Software communities whose work has been and still is
absolutely crucial for the infrastructural dimensions of the digital
networks. They are the most advanced because, again, they have not had
to deal with institutional legacies. But both tendencies are no longer
confined to digital networks and are spreading across all aspects of
social life, creating a reality that is, on the structural level,
surprisingly coherent and, on the social and political level, full of
contradictions and thus opportunities.[]{#Page_viii type="pagebreak"
title="viii"}

I traced some aspects of these developments right up to early 2016, when
the German version of this book went into production. Since then a lot
has happened, but I resisted the temptation to update the book for the
English translation because ideas are always an expression of their
historical moment and, as such, updating either turns into a completely
new version or a retrospective adjustment of the historical record.

What has become increasingly obvious during 2016 and into 2017 is that
central institutions of liberal democracy are crumbling more quickly and
dramatically than was expected. The race to replace them has kicked into
high gear. The main events driving forward an authoritarian renewal of
politics took place on a national level, in particular the vote by the
UK to leave the EU (Brexit) and the election of Donald Trump to the
office of president of the United States of America. The main events
driving the renewal of democracy took place on a metropolitan level,
namely the emergence of a network of "rebel cities," led by Barcelona
and Madrid. There, community-based social movements established their
candidates in the highest offices. These cities are now putting in place
practical examples that other cities could emulate and adapt. For the
concerns of this book, the most important concept put forward is that of
"technological sovereignty": to bring the technological infrastructure,
and its developmental potential, back under the control of those who are
using it and are affected by it; that is, the citizens of the
metropolis.

Over the last 18 months, the imbalances between the two trajectories
have become even more extreme because authoritarian tendencies and
surveillance capitalism have been strengthened more quickly than the
commons-oriented practices could establish themselves. But it does not
change the fact that there are fundamental alternatives embedded in the
digital condition. Despite structural transformations that affect how we
do things, there is no inevitability about what we want to do
individually and, even more importantly, collectively.

::: {.poem}
::: {.lineGroup}
Zurich/Vienna, July 2017[]{#Page_ix type="pagebreak" title="ix"}
:::
:::
:::

[Acknowledgments]{.chapterTitle} {#ack}

::: {.section}
While it may be conventional to cite one person as the author of a book,
writing is a process with many collective elements. This book in
particular draws upon many sources, most of which I am no longer able to
acknowledge with any certainty. Far too often, important references came
to me in parenthetical remarks, in fleeting encounters, during trips, at
the fringes of conferences, or through discussions of things that,
though entirely new to me, were so obvious to others as not to warrant
any explication. Often, too, my thinking was influenced by long
conversations, and it is impossible for me now to identify the precise
moments of inspiration. As far as the themes of this book are concerned,
four settings were especially important. The international discourse
network "nettime," which has a mailing list of 4,500 members and which I
have been moderating since the late 1990s, represents an inexhaustible
source of internet criticism and, as a collaborative filter, has enabled
me to follow a wide range of developments from a particular point of
view. I am also indebted to the Zurich University of the Arts, where I
have taught for more than 10 years and where the students have been
willing to explain to me, again and again, what is already self-evident
to them. Throughout my time there, I have been able to observe a
dramatic shift. For today\'s students, the "new" is no longer new but
simply obvious, whereas they []{#Page_x type="pagebreak" title="x"}have
experienced many things previously regarded as normal -- such as
checking out a book from a library (instead of downloading it) -- as
needlessly complicated. In Vienna, the hub of my life, the World
Information Institute has for many years provided a platform for
conferences, publications, and interventions that have repeatedly raised
the stakes of the discussion and have brought together the most
interesting range of positions without regard to any disciplinary
boundaries. Housed in Vienna, too, is the Technopolitics Project, a
non-institutionalized circle of researchers and artists whose
discussions of techno-economic paradigms have informed this book in
fundamental ways and which has offered multiple opportunities for me to
workshop inchoate ideas.

Not everything, however, takes place in diffuse conversations and
networks. I was also able to rely on the generous support of several
individuals who, at one stage or another, read through, commented upon,
and made crucial improvements to the manuscript: Leonhard Dobusch,
Günther Hack, Katja Meier, Florian Cramer, Cornelia Sollfrank, Beat
Brogle, Volker Grassmuck, Ursula Stalder, Klaus Schönberger, Konrad
Becker, Armin Medosch, Axel Stockburger, and Gerald Nestler. Special
thanks are owed to Rebina Erben-Hartig, who edited the original German
manuscript and greatly improved its readability. I am likewise grateful
to Heinrich Greiselberger and Christian Heilbronn of the Suhrkamp
Verlag, whose faith in the book never wavered despite several delays.
Regarding the English version at hand, it has been a privilege to work
with a translator as skillful as Valentine Pakis. Over the past few
years, writing this book might have been the most import­ant project in
my life had it not been for Andrea Mayr. In this regard, I have been
especially fortunate.[]{#Page_xi type="pagebreak"
title="xi"}[]{#Page_xii type="pagebreak" title="xii"}
:::

Introduction [After the End of the Gutenberg Galaxy]{.chapterTitle} []{.chapterSubTitle} {#cintro}

::: {.section}
The show had already been going on for more than three hours, but nobody
was bothered by this. Quite the contrary. The tension in the venue was
approaching its peak, and the ratings were through the roof. Throughout
all of Europe, 195 million people were watching the spectacle on
television, and the social mass media were gaining steam. On Twitter,
more than 47,000 messages were being sent every minute with the hashtag
\#Eurovision.[^1^](#f6-note-0001){#f6-note-0001a} The outcome was
decided shortly after midnight: Conchita Wurst, the bearded diva, was
announced the winner of the 2014 Eurovision Song Contest. Cheers erupted
as the public celebrated the victor -- but also itself. At long last,
there was more to the event than just another round of tacky television
programming ("This is Ljubljana calling!"). Rather, a statement was made
-- a statement in favor of tolerance and against homophobia, for
diversity and for the right to define oneself however one pleases. And
Europe sent this message in the midst of a crisis and despite ongoing
hostilities, not to mention all of the toxic rumblings that could be
heard about decadence, cultural decay, and Gayropa. Visibly moved, the
Austrian singer let out an exclamation -- "We are unity, and we are
unstoppable!" -- as she returned to the stage with wobbly knees to
accept the trophy.

With her aesthetically convincing performance, Conchita succeeded in
unleashing a strong desire for personal []{#Page_1 type="pagebreak"
title="1"}self-discovery, for community, and for overcoming stale
conventions. And she did this through a character that mainstream
society would have considered paradoxical and deviant not long ago but
has since come to understand: attractive beyond the dichotomy of man and
woman, explicitly artificial and yet entirely authentic. This peculiar
conflation of artificiality and naturalness is equally present in
Berndnaut Smilde\'s photographic work of a real indoor cloud (*Nimbus*,
2010) on the cover of this book. Conchita\'s performance was also on a
formal level seemingly paradoxical: extremely focused and completely
open. Unlike most of the other acts, she took the stage alone, and
though she hardly moved at all, she nevertheless incited the audience to
participate in numerous ways and genuinely to act out the motto of the
contest ("Join us!"). Throughout the early rounds of the competition,
the beard, which was at first so provocative, transformed into a
free-floating symbol that the public began to appropriate in various
ways. Men and women painted Conchita-like beards on their faces,
newspapers printed beards to be cut out, and fans crocheted beards. Not
only did someone Photoshop a beard on to a painting of Empress Sissi of
Austria, but King Willem-Alexander of the Netherlands even tweeted a
deceptively realistic portrait of his wife, Queen Máxima, wearing a
beard. From one of the biggest stages of all, the evening of Wurst\'s
victory conveyed an impression of how much the culture of Europe had
changed in recent years, both in terms of its content and its forms.
That which had long been restricted to subcultural niches -- the
fluidity of gender iden­tities, appropriation as a cultural technique,
or the conflation of reception and production, for instance -- was now
part of the mainstream. Even while sitting in front of the television,
this mainstream was no longer just a private audience but rather a
multitude of singular producers whose networked activity -- on location
or on social mass media -- lent particular significance to the occasion
as a moment of collective self-perception.

It is more than half a century since Marshall McLuhan announced the end
of the Modern era, a cultural epoch that he called the Gutenberg Galaxy
in honor of the print medium by which it was so influenced. What was
once just an abstract speculation of media theory, however, now
describes []{#Page_2 type="pagebreak" title="2"}the concrete reality of
our everyday life. What\'s more, we have moved well past McLuhan\'s
diagnosis: the erosion of old cultural forms, institutions, and
certainties is not just something we affirm, but new ones have already
formed whose contours are easy to identify not only in niche sectors but
in the mainstream. Shortly before Conchita\'s triumph, Facebook thus
expanded the gender-identity options for its billion-plus users from 2
to 60. In addition to "male" and "female," users of the English version
of the site can now choose from among the following categories:

::: {.extract}
Agender, Androgyne, Androgynes, Androgynous, Asexual, Bigender, Cis, Cis
Female, Cis Male, Cis Man, Cis Woman, Cisgender, Cisgender Female,
Cisgender Male, Cisgender Man, Cisgender Woman, Female to Male (FTM),
Female to Male Trans Man, Female to Male Transgender Man, Female to Male
Transsexual Man, Gender Fluid, Gender Neutral, Gender Nonconforming,
Gender Questioning, Gender Variant, Genderqueer, Hermaphrodite,
Intersex, Intersex Man, Intersex Person, Intersex Woman, Male to Female
(MTF), Male to Female Trans Woman, Male to Female Transgender Woman,
Male to Female Transsexual Woman, Neither, Neutrois, Non-Binary, Other,
Pangender, Polygender, T\*Man, Trans, Trans Female, Trans Male, Trans
Man, Trans Person, Trans\*Female, Trans\*Male, Trans\*Man,
Trans\*Person, Trans\*Woman, Transexual, Transexual Female, Transexual
Male, Transexual Man, Transexual Person, Transexual Woman, Transgender
Female, Transgender Person, Transmasculine, T\*Woman, Two\*Person,
Two-Spirit, Two-Spirit Person.
:::

This enormous proliferation of cultural possibilities is an expression
of what I will refer to below as the digital condition. Far from being
universally welcomed, its growing presence has also instigated waves of
nostalgia, diffuse resentments, and intellectual panic. Conservative and
reactionary movements, which oppose such developments and desire to
preserve or even re-create previous conditions, have been on the rise.
Likewise in 2014, for instance, a cultural dispute broke out in normally
subdued Baden-Würtemberg over which forms of sexual partnership should
be mentioned positively in the sexual education curriculum. Its impetus
was a working paper released at the end of 2013 by the state\'s
[]{#Page_3 type="pagebreak" title="3"}Ministry of Culture. Among other
things, it proposed that adolescents "should confront their own sexual
identity and orientation \[...\] from a position of acceptance with
respect to sexual diversity."[^2^](#f6-note-0002){#f6-note-0002a} In a
short period of time, a campaign organized mainly through social mass
media collected more than 200,000 signatures in opposition to the
proposal and submitted them to the petitions committee at the state
parliament. At that point, the government responded by putting the
initiative on ice. However, according to the analysis presented in this
book, leaving it on ice creates a precarious situation.

The rise and spread of the digital condition is the result of a
wide-ranging and irreversible cultural transformation, the beginnings of
which can in part be traced back to the nineteenth century. Since the
1960s, however, this shift has accelerated enormously and has
encompassed increasingly broader spheres of social life. More and more
people have been participating in cultural processes; larger and larger
dimensions of existence have become battlegrounds for cultural disputes;
and social activity has been intertwined with increasingly complex
technologies, without which it would hardly be possible to conceive of
these processes, let alone achieve them. The number of competing
cultural projects, works, reference points, and reference systems has
been growing rapidly. This, in turn, has caused an escalating crisis for
the established forms and institutions of culture, which are poorly
equipped to deal with such an inundation of new claims to meaning. Since
roughly the year 2000, many previously independent developments have
been consolidating, gaining strength and modifying themselves to form a
new cultural constellation that encompasses broad segments of society --
a new galaxy, as McLuhan might have
said.[^3^](#f6-note-0003){#f6-note-0003a} These days it is relatively
easy to recognize the specific forms that characterize it as a whole and
how these forms have contributed to new, contradictory and
conflict-laden political dynamics.

My argument, which is restricted to cultural developments in the
(transatlantic) West, is divided into three chapters. In the first, I
will outline the *historical* developments that have given rise to this
quantitative and qualitative change and have led to the crisis faced by
the institutions of the late phase of the Gutenberg Galaxy, which
defined the last third []{#Page_4 type="pagebreak" title="4"}of the
twentieth century.[^4^](#f6-note-0004){#f6-note-0004a} The expansion of
the social basis of cultural processes will be traced back to changes in
the labor market, to the self-empowerment of marginalized groups, and to
the dissolution of centralized cultural geography. The broadening of
cultural fields will be discussed in terms of the rise of design as a
general creative discipline, and the growing significance of complex
technologies -- as fundamental components of everyday life -- will be
tracked from the beginnings of independent media up to the development
of the internet as a mass medium. These processes, which at first
unfolded on their own and may have been reversible on an individual
basis, are integrated today and represent a socially domin­ant component
of the coherent digital condition. From the perspective of cultural
studies and media theory, the second chapter will delineate the already
recognizable features of this new culture. Concerned above all with the
analysis of forms, its focus is thus on the question of "how" cultural
practices operate. It is only because specific forms of culture,
exchange, and expression are prevalent across diverse var­ieties of
content, social spheres, and locations that it is even possible to speak
of the digital condition in the singular. Three examples of such forms
stand out in particular. *Referentiality* -- that is, the use of
existing cultural materials for one\'s own production -- is an essential
feature of many methods for inscribing oneself into cultural processes.
In the context of unmanageable masses of shifting and semantically open
reference points, the act of selecting things and combining them has
become fundamental to the production of meaning and the constitution of
the self. The second feature that characterizes these processes is
*communality*. It is only through a collectively shared frame of
reference that meanings can be stabilized, possible courses of action
can be determined, and resources can be made available. This has given
rise to communal formations that generate self-referential worlds, which
in turn modulate various dimensions of existence -- from aesthetic
preferences to the methods of biological reproduction and the rhythms of
space and time. In these worlds, the dynamics of network power have
reconfigured notions of voluntary and involuntary behavior, autonomy,
and coercion. The third feature of the new cultural landscape is its
*algorithmicity*. It is characterized, in other []{#Page_5
type="pagebreak" title="5"}words, by automated decision-making processes
that reduce and give shape to the glut of information, by extracting
information from the volume of data produced by machines. This extracted
information is then accessible to human perception and can serve as the
basis of singular and communal activity. Faced with the enormous amount
of data generated by people and machines, we would be blind were it not
for algorithms.

The third chapter will focus on *political dimensions*. These are the
factors that enable the formal dimensions described in the preceding
chapter to manifest themselves in the form of social, political, and
economic projects. Whereas the first chapter is concerned with long-term
and irreversible histor­ical processes, and the second outlines the
general cultural forms that emerged from these changes with a certain
degree of inevitability, my concentration here will be on open-ended
dynamics that can still be influenced. A contrast will be made between
two political tendencies of the digital condition that are already quite
advanced: *post-democracy* and *commons*. Both take full advantage of
the possibilities that have arisen on account of structural changes and
have advanced them even further, though in entirely different
directions. "Post-democracy" refers to strategies that counteract the
enormously expanded capacity for social communication by disconnecting
the possibility to participate in things from the ability to make
decisions about them. Everyone is allowed to voice his or her opinion,
but decisions are ultimately made by a select few. Even though growing
numbers of people can and must take responsibility for their own
activity, they are unable to influence the social conditions -- the
social texture -- under which this activity has to take place. Social
mass media such as Facebook and Google will receive particular attention
as the most conspicuous manifestations of this tendency. Here, under new
structural provisions, a new combination of behavior and thought has
been implemented that promotes the normalization of post-democracy and
contributes to its otherwise inexplicable acceptance in many areas of
society. "Commons," on the contrary, denotes approaches for developing
new and comprehensive institutions that not only directly combine
participation and decision-making but also integrate economic, social,
and ethical spheres -- spheres that Modernity has tended to keep
apart.[]{#Page_6 type="pagebreak" title="6"}

Post-democracy and commons can be understood as two lines of development
that point beyond the current crisis of liberal democracy and represent
new political projects. One can be characterized as an essentially
authoritarian system, the other as a radical expansion and renewal of
democracy, from the notion of representation to that of participation.

Even though I have brought together a number of broad perspectives, I
have refrained from discussing certain topics that a book entitled *The
Digital Condition* might be expected to address, notably the matter of
copyright, for one example. This is easy to explain. As regards the new
forms at the heart of this book, none of these developments requires or
justifies copyright law in its present form. In any case, my thoughts on
the matter were published not long ago in another book, so there is no
need to repeat them here.[^5^](#f6-note-0005){#f6-note-0005a} The theme
of privacy will also receive little attention. This is not because I
share the view, held by proponents of "post-privacy," that it would be
better for all personal information to be made available to everyone. On
the contrary, this position strikes me as superficial and naïve. That
said, the political function of privacy -- to safeguard a degree of
personal autonomy from powerful institutions -- is based on fundamental
concepts that, in light of the developments to be described below,
urgently need to be updated. This is a task, however, that would take me
far beyond the scope of the present
book.[^6^](#f6-note-0006){#f6-note-0006a}

Before moving on to the first chapter, I should first briefly explain my
somewhat unorthodox understanding of the central concepts in the title
of the book -- "condition" and "digital." In what follows, the term
"condition" will be used to designate a cultural condition whereby the
processes of social meaning -- that is, the normative dimension of
existence -- are explicitly or implicitly negotiated and realized by
means of singular and collective activity. Meaning, however, does not
manifest itself in signs and symbols alone; rather, the practices that
engender it and are inspired by it are consolidated into artifacts,
institutions, and lifeworlds. In other words, far from being a symbolic
accessory or mere overlay, culture in fact directs our actions and gives
shape to society. By means of materialization and repetition, meaning --
both as claim and as reality -- is made visible, productive, and
negotiable. People are free to accept it, reject it, or ignore
[]{#Page_7 type="pagebreak" title="7"}it altogether. Social meaning --
that is, meaning shared by multiple people -- can only come about
through processes of exchange within larger or smaller formations.
Production and reception (to the extent that it makes any sense to
distinguish between the two) do not proceed linearly here, but rather
loop back and reciprocally influence one another. In such processes, the
participants themselves determine, in a more or less binding manner, how
they stand in relation to themselves, to each other, and to the world,
and they determine the frame of reference in which their activity is
oriented. Accordingly, culture is not something static or something that
is possessed by a person or a group, but rather a field of dispute that
is subject to the activities of multiple ongoing changes, each happening
at its own pace. It is characterized by processes of dissolution and
constitution that may be collaborative, oppositional, or simply
operating side by side. The field of culture is pervaded by competing
claims to power and mechanisms for exerting it. This leads to conflicts
about which frames of reference should be adopted for different fields
and within different social groups. In such conflicts,
self-determination and external determination interact until a point is
reached at which both sides are mutually constituted. This, in turn,
changes the conditions that give rise to shared meaning and personal
identity.

In what follows, this broadly post-structuralist perspective will inform
my discussion of the causes and formational conditions of cultural
orders and their practices. Culture will be conceived throughout as
something heterogeneous and hybrid. It draws from many sources; it is
motivated by the widest possible variety of desires, intentions, and
compulsions; and it mobilizes whatever resources might be necessary for
the constitution of meaning. This emphasis on the materiality of culture
is also reflected in the concept of the digital. Media are relational
technologies, which means that they facilitate certain types of
connection between humans and
objects.[^7^](#f6-note-0007){#f6-note-0007a} "Digital" thus denotes the
set of relations that, on the infrastructural basis of digital networks,
is realized today in the production, use, and transform­ation of
material and immaterial goods, and in the constitution and coordination
of personal and collective activity. In this regard, the focus is less
on the dominance of a certain class []{#Page_8 type="pagebreak"
title="8"}of technological artifacts -- the computer, for instance --
and even less on distinguishing between "digital" and "analog,"
"material" and "immaterial." Even in the digital condition, the analog
has not gone away. Rather, it has been re-evaluated and even partially
upgraded. The immaterial, moreover, is never entirely without
materiality. On the contrary, the fleeting impulses of digital
communication depend on global and unmistakably material infrastructures
that extend from mines beneath the surface of the earth, from which rare
earth metals are extracted, all the way into outer space, where
satellites are circling around above us. Such things may be ignored
because they are outside the experience of everyday life, but that does
not mean that they have disappeared or that they are of any less
significance. "Digital" thus refers to historically new possibilities
for constituting and connecting various human and non-human actors,
which is not limited to digital media but rather appears everywhere as a
relational paradigm that alters the realm of possibility for numerous
materials and actors. My understanding of the digital thus approximates
the concept of the "post-digital," which has been gaining currency over
the past few years within critical media cultures. Here, too, the
distinction between "new" and "old" media and all of the ideological
baggage associated with it -- for instance, that the new represents the
future while the old represents the past -- have been rejected. The
aesthetic projects that continue to define the image of the "digital" --
immateriality, perfection, and virtuality -- have likewise been
discarded.[^8^](#f6-note-0008){#f6-note-0008a} Above all, the
"post-digital" is a critical response to this techno-utopian aesthetic
and its attendant economic and political perspectives. According to the
cultural theorist Florian Cramer, the concept accommodates the fact that
"new ethical and cultural conventions which became mainstream with
internet communities and open-source culture are being retroactively
applied to the making of non-digital and post-digital media
products."[^9^](#f6-note-0009){#f6-note-0009a} He thus cites the trend
that process-based practices oriented toward open interaction, which
first developed within digital media, have since begun to appear in more
and more contexts and in an increasing number of
materials.[^10[]{#Page_9 type="pagebreak"
title="9"}^](#f6-note-0010){#f6-note-0010a}

For the historical, cultural-theoretical, and political perspectives
developed in this book, however, the concept of the post-digital is
somewhat problematic, for it requires the narrow context of media art
and its fixation on technology in order to become a viable
counter-position. Without this context, certain misunderstandings are
impossible to avoid. The prefix "post-," for instance, is often
interpreted in the sense that something is over or that we have at least
grasped the matters at hand and can thus turn to something new. The
opposite is true. The most enduringly relevant developments are only now
beginning to adopt a specific form, long after digital infrastructures
and the practices made popular by them have become part of our everyday
lives. Or, as the communication theorist and consultant Clay Shirky puts
it, "Communication tools don\'t get socially interesting until they get
technologically boring."[^11^](#f6-note-0011){#f6-note-0011a} For it is
only today, now that our fascination for this technology has waned and
its promises sound hollow, that culture and society are being defined by
the digital condition in a comprehensive sense. Before, this was the
case in just a few limited spheres. It is this hybridization and
solidification of the digital -- the presence of the digital beyond
digital media -- that lends the digital condition its dominance. As to
the concrete realities in which these things will materialize, this is
currently being decided in an open and ongoing process. The aim of this
book is to contribute to our understanding of this process.[]{#Page_10
type="pagebreak" title="10"}
:::

::: {.section .notesSet type="rearnotes"}
[]{#notesSet}Notes {#f6-ntgp-9999}
------------------

::: {.section .notesList}
[1](#f6-note-0001a){#f6-note-0001}  Dan Biddle, "Five Million Tweets for
\#Eurovision 2014," *Twitter UK* (May 11, 2014), online.

[2](#f6-note-0002a){#f6-note-0002}  Ministerium für Kultus, Jugend und
Sport -- Baden-Württemberg, "Bildungsplanreform 2015/2016 -- Verankerung
von Leitprinzipien," online \[--trans.\].

[3](#f6-note-0003a){#f6-note-0003}  As early as 1995, Wolfgang Coy
suggested that McLuhan\'s metaphor should be supplanted by the concept
of the "Turing Galaxy," but this never caught on. See his introduction
to the German edition of *The Gutenberg Galaxy*: "Von der Gutenbergschen
zur Turingschen Galaxis: Jenseits von Buchdruck und Fernsehen," in
Marshall McLuhan, *Die Gutenberg Galaxis: Das Ende des Buchzeitalters*,
(Cologne: Addison-Wesley, 1995), pp. vii--xviii.[]{#Page_176
type="pagebreak" title="176"}

[4](#f6-note-0004a){#f6-note-0004}  According to the analysis of the
Spanish sociologist Manuel Castells, this crisis began almost
simultaneously in highly developed capitalist and socialist societies,
and it did so for the same reason: the paradigm of "industrialism" had
reached the limits of its productivity. Unlike the capitalist societies,
which were flexible enough to tame the crisis and reorient their
economies, the socialism of the 1970s and 1980s experienced stagnation
until it ultimately, in a belated effort to reform, collapsed. See
Manuel Castells, *End of Millennium*, 2nd edn (Oxford: Wiley-Blackwell,
2010), pp. 5--68.

[5](#f6-note-0005a){#f6-note-0005}  Felix Stalder, *Der Autor am Ende
der Gutenberg Galaxis* (Zurich: Buch & Netz, 2014).

[6](#f6-note-0006a){#f6-note-0006}  For my preliminary thoughts on this
topic, see Felix Stalder, "Autonomy and Control in the Era of
Post-Privacy," *Open: Cahier on Art and the Public Domain* 19 (2010):
78--86; and idem, "Privacy Is Not the Antidote to Surveillance,"
*Surveillance & Society* 1 (2002): 120--4. For a discussion of these
approaches, see the working paper by Maja van der Velden, "Personal
Autonomy in a Post-Privacy World: A Feminist Technoscience Perspective"
(2011), online.

[7](#f6-note-0007a){#f6-note-0007}  Accordingly, the "new social" media
are mass media in the sense that they influence broadly disseminated
patterns of social relations and thus shape society as much as the
traditional mass media had done before them.

[8](#f6-note-0008a){#f6-note-0008}  Kim Cascone, "The Aesthetics of
Failure: 'Post-Digital' Tendencies in Contemporary Computer Music,"
*Computer Music Journal* 24/2 (2000): 12--18.

[9](#f6-note-0009a){#f6-note-0009}  Florian Cramer, "What Is
'Post-Digital'?" *Post-Digital Research* 3 (2014), online.

[10](#f6-note-0010a){#f6-note-0010}  In the field of visual arts,
similar considerations have been made regarding "post-internet art." See
Artie Vierkant, "The Image Object Post-Internet,"
[jstchillin.org](http://jstchillin.org) (December 2010), online; and Ian
Wallace, "What Is Post-Internet Art? Understanding the Revolutionary New
Art Movement," *Artspace* (March 18, 2014), online.

[11](#f6-note-0011a){#f6-note-0011}  Clay Shirky, *Here Comes Everybody:
The Power of Organizing without Organizations* (New York: Penguin,
2008), p. 105.
:::
:::

[I]{.chapterNumber} [Evolution]{.chapterTitle} {#c1}
=
::: {.section}
Many authors have interpreted the new cultural realities that
characterize our daily lives as a direct consequence of technological
developments: the internet is to blame! This assumption is not only
empirically untenable; it also leads to a problematic assessment of the
current situation. Apparatuses are represented as "central actors," and
this suggests that new technologies have suddenly revolutionized a
situation that had previously been stable. Depending on one\'s point of
view, this is then regarded as "a blessing or a
curse."[^1^](#c1-note-0001){#c1-note-0001a} A closer examination,
however, reveals an entirely different picture. Established cultural
practices and social institutions had already been witnessing the
erosion of their self-evident justification and legitimacy, long before
they were faced with new technologies and the corresponding demands
these make on individuals. Moreover, the allegedly new types of
coordination and cooperation are also not so new after all. Many of them
have existed for a long time. At first most of them were totally
separate from the technologies for which, later on, they would become
relevant. It is only in retrospect that these developments can be
identified as beginnings, and it can be seen that much of what we regard
today as novel or revolutionary was in fact introduced at the margins of
society, in cultural niches that were unnoticed by the dominant actors
and institutions. The new technologies thus evolved against a
[]{#Page_11 type="pagebreak" title="11"}background of processes of
societal transformation that were already under way. They could only
have been developed once a vision of their potential had been
formulated, and they could only have been disseminated where demand for
them already existed. This demand was created by social, political, and
economic crises, which were themselves initiated by changes that were
already under way. The new technologies seemed to provide many differing
and promising answers to the urgent questions that these crises had
prompted. It was thus a combination of positive vision and pressure that
motivated a great variety of actors to change, at times with
considerable effort, the established processes, mature institutions, and
their own behavior. They intended to appropriate, for their own
projects, the various and partly contradictory possibilities that they
saw in these new technologies. Only then did a new technological
infrastructure arise.

This, in turn, created the preconditions for previously independent
developments to come together, strengthening one another and enabling
them to spread beyond the contexts in which they had originated. Thus,
they moved from the margins to the center of culture. And by
intensifying the crisis of previously established cultural forms and
institutions, they became dominant and established new forms and
institutions of their own.
:::

::: {.section}
The Expansion of the Social Basis of Culture {#c1-sec-0002}
--------------------------------------------

Watching television discussions from the 1950s and 1960s today, one is
struck not only by the billows of cigarette smoke in the studio but also
by the homogeneous spectrum of participants. Usually, it was a group of
white and heteronormatively behaving men speaking with one
another,[^2^](#c1-note-0002){#c1-note-0002a} as these were the people
who held the important institutional positions in the centers of the
West. As a rule, those involved were highly specialized representatives
from the cultural, economic, scientific, and political spheres. Above
all, they were legitimized to appear in public to articulate their
opinions, which were to be regarded by others as relevant and worthy of
discussion. They presided over the important debates of their time. With
few exceptions, other actors and their deviant opinions -- there
[]{#Page_12 type="pagebreak" title="12"}has never been a time without
them -- were either not taken seriously at all or were categorized as
indecent, incompetent, perverse, irrelevant, backward, exotic, or
idiosyncratic.[^3^](#c1-note-0003){#c1-note-0003a} Even at that time,
the social basis of culture was beginning to expand, though the actors
at the center of the discourse had failed to notice this. Communicative
and cultural pro­cesses were gaining significance in more and more
places, and excluded social groups were self-consciously developing
their own language in order to intervene in the discourse. The rise of
the knowledge economy, the increasingly loud critique of
heteronormativity, and a fundamental cultural critique posed by
post-colonialism enabled a greater number of people to participate in
public discussions. In what follows, I will subject each of these three
phenomena to closer examin­ation. In order to do justice to their
complexity, I will treat them on different levels: I will depict the
rise of the knowledge economy as a structural change in labor; I will
reconstruct the critique of heteronormativity by outlining the origins
and transformations of the gay movement in West Germany; and I will
discuss post-colonialism as a theory that introduced new concepts of
cultural multiplicity and hybridization -- concepts that are now
influencing the digital condition far beyond the limits of the
post-colonial discourse, and often without any reference to this
discourse at all.

::: {.section}
### The growth of the knowledge economy {#c1-sec-0003}

At the beginning of the 1950s, the Austrian-American economist Fritz
Machlup was immersed in his study of the polit­ical economy of
monopoly.[^4^](#c1-note-0004){#c1-note-0004a} Among other things, he was
concerned with patents and copyright law. In line with the neo-classical
Austrian School, he considered both to be problematic (because
state-created) monopolies.[^5^](#c1-note-0005){#c1-note-0005a} The
longer he studied the monopoly of the patent system in particular, the
more far-reaching its consequences seemed to him. He maintained that the
patent system was intertwined with something that might be called the
"economy of invention" -- ultimately, patentable insights had to be
produced in the first place -- and that this was in turn part of a much
larger economy of knowledge. The latter encompassed government agencies
as well as institutions of education, research, and development
[]{#Page_13 type="pagebreak" title="13"}(that is, schools, universities,
and certain corporate laboratories), which had been increasing steadily
in number since Roosevelt\'s New Deal. Yet it also included the
expanding media sector and those industries that were responsible for
providing technical infrastructure. Machlup subsumed all of these
institutions and sectors under the concept of the "knowledge economy," a
term of his own invention. Their common feature was that essential
aspects of their activities consisted in communicating things to other
people ("telling anyone anything," as he put it). Thus, the employees
were not only recipients of information or instructions; rather, in one
way or another, they themselves communicated, be it merely as a
secretary who typed up, edited, and forwarded a piece of shorthand
dictation. In his book *The Production and Distribution of Knowledge in
the United States*, published in 1962, Machlup gathered empirical
material to demonstrate that the American economy had entered a new
phase that was distinguished by the production, exchange, and
application of abstract, codified
knowledge.[^6^](#c1-note-0006){#c1-note-0006a} This opinion was no
longer entirely novel at the time, but it had never before been
presented in such an empirically detailed and comprehensive
manner.[^7^](#c1-note-0007){#c1-note-0007a} The extent of the knowledge
economy surprised Machlup himself: in his book, he concluded that as
much as 43 percent of all labor activity was already engaged in this
sector. This high number came about because, until then, no one had put
forward the idea of understanding such a variety of activities as a
single unit.

Machlup\'s categorization was indeed quite innovative, for the dynamics
that propelled the sectors that he associated with one another not only
were very different but also had originated as an integral component in
the development of the industrial production of goods. They were more of
an extension of such production than a break with it. The production and
circulation of goods had been expanding and accelerating as early as the
nineteenth century, though at highly divergent rates from one region or
sector to another. New markets were created in order to distribute goods
that were being produced in greater numbers; new infrastructure for
transportation and communication was established in order to serve these
large markets, which were mostly in the form of national territories
(including their colonies). This []{#Page_14 type="pagebreak"
title="14"}enabled even larger factories to be built in order to
exploit, to an even greater extent, the cost advantages of mass
production. In order to control these complex processes, new professions
arose with different types of competencies and working conditions. The
office became a workplace for an increasing number of people -- men and
women alike -- who, in one form or another, had something to do with
information processing and communication. Yet all of this required not
only new management techniques. Production and products also became more
complex, so that entire corporate sectors had to be restructured.
Whereas the first decisive inventions of the industrial era were still
made by more or less educated tinkerers, during the last third of the
nineteenth century, invention itself came to be institutionalized. In
Germany, Siemens (founded in 1847 as the Telegraphen-Bauanstalt von
Siemens & Halske) exemplifies this transformation. Within 50 years, a
company that began in a proverbial workshop in a Berlin backyard became
a multinational high-tech corporation. It was in such corporate
laboratories, which were established around the year 1900, that the
"industrialization of invention" or the "scientification of industrial
production" took place.[^8^](#c1-note-0008){#c1-note-0008a} In other
words, even the processes employed in factories and the goods that they
produced became knowledge-intensive. Their invention, planning, and
production required a steadily growing expansion of activities, which
today we would refer to as research and development. The informatization
of the economy -- the acceleration of mass production, the comprehensive
application of scientific methods to the organization of labor, and the
central role of research and development in industry -- was hastened
enormously by a world war that was waged on an industrial scale to an
extent that had never been seen before.

Another important factor for the increasing significance of the
knowledge economy was the development of the consumer society. Over the
course of the last third of the nineteenth century, despite dramatic
regional and social disparities, an increasing number of people profited
from the economic growth that the Industrial Revolution had instigated.
Wages increased and basic needs were largely met, so that a new social
stratum arose, the middle class, which was able to spend part of its
income on other things. But on what? First, []{#Page_15 type="pagebreak"
title="15"}new needs had to be created. The more production capacities
increased, the more they had to be rethought in terms of consumption.
Thus, in yet another way, the economy became more knowledge-intensive.
It was now necessary to become familiar with, understand, and stimulate
the interests and preferences of consumers, in order to entice them to
purchase products that they did not urgently need. This knowledge did
little to enhance the material or logistical complexity of goods or
their production; rather, it was reflected in the increasingly extensive
communication about and through these goods. The beginnings of this
development were captured by Émile Zola in his 1883 novel *The Ladies\'
Paradise*, which was set in the new world of a semi-fictitious
department store bearing that name. In its opening scene, the young
protagonist Denise Baudu and her brother Jean, both of whom have just
moved to Paris from a provincial town, encounter for the first time the
artfully arranged women\'s clothing -- exhibited with all sorts of
tricks involving lighting, mirrors, and mannequins -- in the window
displays of the store. The sensuality of the staged goods is so
overwhelming that both of them are not only struck dumb, but Jean even
blushes.
It was the economy of affects that brought blood to Jean\'s cheeks. At
that time, strategies for attracting the attention of customers did not
yet have a scientific and systematic basis. Just as the first inventions
in the age of industrialization were made by amateurs, so too was the
economy of affects developed intuitively and gradually rather than as a
planned or conscious paradigm shift. That it was possible to induce and
direct affects by means of targeted communication was the pioneering
discovery of the Austrian-American Edward Bernays. During the 1920s, he
combined the ideas of his uncle Sigmund Freud about unconscious
motivations with the sociological research methods of opinion surveys to
form a new discipline: market
research.[^9^](#c1-note-0009){#c1-note-0009a} It became the scientific
basis of a new field of activity, which he at first called "propa­ganda"
but then later referred to as "public
relations."[^10^](#c1-note-0010){#c1-note-0010a} Public communication,
be it for economic or political ends, was now placed on a systematic
foundation that came to distance itself more and more from the pure
"conveyance of information." Communication became a strategic field for
corporate and political disputes, and the mass media []{#Page_16
type="pagebreak" title="16"}became their locus of negotiation. Between
1880 and 1917, for instance, commercial advertising costs in the United
States increased by more than 800 percent, and the leading advertising
firms, using the same techniques with which they attracted consumers to
products, were successful in selling to the American public the idea of
their nation entering World War I. Thus, a media industry in the modern
sense was born, and it expanded along with the rapidly growing market
for advertising.[^11^](#c1-note-0011){#c1-note-0011a}

In his studies of labor markets conducted at the beginning of the 1960s,
Machlup brought these previously separ­ate developments together and
thus explained the existence of an already advanced knowledge economy in
the United States. His arguments fell on extremely fertile soil, for an
intellectual transformation had taken place in other areas of science as
well. A few years earlier, for instance, cybernetics had given the
concepts "information" and "communication" their first scientifically
precise (if somewhat idiosyncratic) definitions and had assigned to them
a position of central importance in all scientific disciplines, not to
mention life in general.[^12^](#c1-note-0012){#c1-note-0012a} Machlup\'s
investigation seemed to confirm this in the case of the economy, given
that the knowledge economy was primarily concerned with information and
communication. Since then, numerous analyses, formulas, and slogans have
repeated, modified, refined, and criticized the idea that the
knowledge-based activities of the economy have become increasingly
important. In the 1970s this discussion was associated above all with
the notion of the "post-industrial
society,"[^13^](#c1-note-0013){#c1-note-0013a} in the 1980s the guiding
idea was the "information society,"[^14^](#c1-note-0014){#c1-note-0014a}
and in the 1990s the debate revolved around the "network
society"[^15^](#c1-note-0015){#c1-note-0015a} -- to name just the most
popular concepts. What these approaches have in common is that they each
diagnose a comprehensive societal transformation that, as regards the
creation of economic value or jobs, has shifted the balance from
productive to communicative activ­ities. Accordingly, they presuppose
that we know how to distinguish the former from the latter. This is not
unproblematic, however, because in practice the two are usually tightly
intertwined. Moreover, whoever maintains that communicative activities
have taken the place of industrial production in our society has adopted
a very narrow point of []{#Page_17 type="pagebreak" title="17"}view.
Factory jobs have not simply disappeared; they have just been partially
relocated outside of Western economies. The assertion that communicative
activities are somehow of "greater value" hardly chimes with the reality
of today\'s new "service jobs," many of which pay no more than the
minimum wage.[^16^](#c1-note-0016){#c1-note-0016a} Critiques of this
sort, however, have done little to reduce the effectiveness of this
analysis -- especially its political effectiveness -- for it does more
than simply describe a condition. It also contains a set of political
instructions that imply or directly demand that precisely those sectors
should be promoted that it considers economically promising, and that
society should be reorganized accordingly. Since the 1970s, there has
thus been a feedback loop between scientific analysis and political
agendas. More often than not, it is hardly possible to distinguish
between the two. Especially in Britain and the United States, the
economic transformation of the 1980s was imposed insistently and with
political calculation (the weakening of labor unions).

There are, however, important differences between the developments of
the so-called "post-industrial society" of the 1970s and those of the
so-called "network society" of the 1990s, even if both terms are
supposed to stress the increased significance of information, knowledge,
and communication. With regard to the digital condition, the most
important of these differences are the greater flexibility of economic
activity in general and employment relations in particular, as well as
the dismantling of social security systems. Neither phenomenon played
much of a role in analyses of the early 1970s. The development since
then can be traced back to two currents that could not seem more
different from one another. At first, flexibility was demanded in the
name of a critique of the value system imposed by bureaucratic-bourgeois
society (including the traditional organization of the workforce). It
originated in the new social movements that had formed in the late
1960s. Later on, toward the end of the 1970s, it then became one of the
central points of the neoliberal critique of the welfare state. With
completely different motives, both sides sang the praises of autonomy
and spontaneity while rejecting the disciplinary nature of hierarchical
organization. They demanded individuality and diversity rather than
conformity to prescribed roles. Experimentation, openness to []{#Page_18
type="pagebreak" title="18"}new ideas, flexibility, and change were now
established as fundamental values with positive connotations. Both
movements operated with the attractive idea of personal freedom. The new
social movements understood this in a social sense as the freedom of
personal development and coexistence, whereas neoliberals understood it
in an economic sense as the freedom of the market. In the 1980s, the
neoliberal ideas prevailed in large part because some of the values,
strategies, and methods propagated by the new social movements were
removed from their political context and appropriated in order to
breathe new life -- a "new spirit" -- into capitalism and thus to rescue
industrial society from its crisis.[^17^](#c1-note-0017){#c1-note-0017a}
An army of management consultants, restructuring experts, and new
companies began to promote flat hierarchies, self-responsibility, and
innovation; with these aims in mind, they set about reorganizing large
corporations into small and flexible units. Labor and leisure were no
longer supposed to be separated, for all aspects of a given person could
be integrated into his or her work. In order to achieve economic success
in this new capitalism, it became necessary for every individual to
identify himself or herself with his or her profession. Large
corporations were restructured in such a way that entire departments
found themselves transformed into independent "profit centers." This
happened in the name of creating more leeway for decision-making and of
optimizing the entrepreneurial spirit on all levels, the goals being to
increase value creation and to provide management with more fine-grained
powers of intervention. These measures, in turn, created the need for
computers and the need for them to be networked. Large corporations
reacted in this way to the emergence of highly specialized small
companies which, by networking and cooperating with other firms,
succeeded in quickly and flexibly exploiting niches in the expanding
global markets. In the management literature of the 1980s, the
catchphrases for this were "company networks" and "flexible
specialization."[^18^](#c1-note-0018){#c1-note-0018a} By the middle of
the 1990s, the sociologist Manuel Castells was able to conclude that the
actual productive entity was no longer the individual company but rather
the network consisting of companies and corporate divisions of various
sizes. In Castells\'s estimation, the decisive advantage of the network
is its ability to customize its elements and their configuration
[]{#Page_19 type="pagebreak" title="19"}to suit the rapidly changing
requirements of the "project" at
hand.[^19^](#c1-note-0019){#c1-note-0019a} Aside from a few exceptions,
companies in their trad­itional forms came to function above all as
strategic control centers and as economic and legal units.

This economic structural transformation was already well under way when
the internet emerged as a mass medium around the turn of the millennium.
As a consequence, change became more radical and penetrated into an
increasing number of areas of value creation. The political agenda
oriented itself toward the vision of "creative industries," a concept
developed in 1997 by the newly elected British government under Tony
Blair. A Creative Industries Task Force was established right away, and
its first step was to identify "those activities which have their
origins in individual creativity, skill and talent and which have the
potential for wealth and job creation through the generation and
exploit­ation of intellectual
property."[^20^](#c1-note-0020){#c1-note-0020a} Like Fritz Machlup at
the beginning of the 1960s, the task force brought together existing
areas of activity into a new category. Such activities included
advertising, computer games, architecture, music, arts and antique
markets, publishing, design, software and computer services, fashion,
television and radio, and film and video. The latter were elevated to
matters of political importance on account of their potential to create
wealth and jobs. Not least because of this clever presentation of
categories -- no distinction was made between the BBC, an almighty
public-service provider, and fledgling companies in precarious
circumstances -- it was possible to proclaim not only that the creative
industries were contributing a relevant portion of the nation\'s
economic output, but also that this sector was growing at an especially
fast rate. It was reported that, in London, the creative industries were
already responsible for one out of every five new jobs. When compared
with traditional terms of employment as regards income, benefits, and
prospects for advancement, however, many of these positions entailed a
considerable downgrade for the employees in question (who were now
treated as independent contractors). This fact was either ignored or
explicitly interpreted as a sign of the sector\'s particular
dynamism.[^21^](#c1-note-0021){#c1-note-0021a} Around the turn of the
new millennium, the idea that individual creativity plays a central role
in the economy was given further traction by []{#Page_20
type="pagebreak" title="20"}the sociologist and consultant Richard
Florida, who argued that creativity was essential to the future of
cities and even announced the rise of the "creative class." As to the
preconditions that have to be met in order to tap into this source of
wealth, he devised a simple formula that would be easy for municipal
bureaucrats to understand: "technology, tolerance and talent." Talent,
as defined by Florida, is based on individual creativity and education
and manifests itself in the ability to generate new jobs. He was thus
able to declare talent a central element of economic
growth.[^22^](#c1-note-0022){#c1-note-0022a} In order to "unleash" these
resources, what we need in addition to technology is, above all,
tolerance; that is, "an open culture -- one that does not discriminate,
does not force people into boxes, allows us to be ourselves, and
validates various forms of family and of human
identity."[^23^](#c1-note-0023){#c1-note-0023a}

The idea that a public welfare state should ensure the social security
of individuals was considered obsolete. Collective institutions, which
could have provided a degree of stability for people\'s lifestyles, were
dismissed or regarded as bureaucratic obstacles. The more or less
directly evoked role model for all of this was the individual artist,
who was understood as an individual entrepreneur, a sort of genius
suitable for the masses. For Florida, a central problem was that,
according to his own calculations, only about a third of the people
living in North American and European cities were working in the
"creative sector," while the innate creativity of everyone else was
going to waste. Even today, the term "creative industry," along with the
assumption that the internet will provide increased opportunities,
serves to legitimize the effort to restructure all areas of the economy
according to the needs of the knowledge economy and to privilege the
network over the institution. In times of social cutbacks and empty
public purses, especially in municipalities, this message was warmly
received. One mayor, who as the first openly gay top politician in
Germany exemplified tolerance for diverse lifestyles, even adopted the
slogan "poor but sexy" for his city. Everyone was supposed to exploit
his or her own creativity to discover new niches and opportunities for
monet­ization -- a magic formula that was supposed to bring about a new
urban revival. Today there is hardly a city in Europe that does not
issue a report about its creative economy, []{#Page_21 type="pagebreak"
title="21"}and nearly all of these reports cite, directly or indirectly,
Richard Florida.

As already seen in the context of the knowledge economy, so too in the
case of creative industries do measurable social change, wishful
thinking, and political agendas blend together in such a way that it is
impossible to identify a single cause for the developments taking place.
The consequences, however, are significant. Over the last two
generations, the demands of the labor market have fundamentally changed.
Higher education and the ability to acquire new knowledge independently
are now, to an increasing extent, required and expected as
qualifications and personal attributes. The desired or enforced ability
to be flexible at work, the widespread cooperation across institutions,
the uprooted nature of labor, and the erosion of collective models for
social security have displaced many activities, which once took place
within clearly defined institutional or personal limits, into a new
interstitial space that is neither private nor public in the classical
sense. This is the space of networks, communities, and informal
cooperation -- the space of sharing and exchange that has since been
enabled by the emergence of ubiquitous digital communication. It allows
an increasing number of people, whether willingly or otherwise, to
envision themselves as active producers of information, knowledge,
capability, and meaning. And because it is associated in various ways
with the space of market-based exchange and with the bourgeois political
sphere, it has lasting effects on both. This interstitial space becomes
all the more important as fewer people are willing or able to rely on
traditional institutions for their economic security. For, within it,
personal and digital-based networks can and must be developed as
alternatives, regardless of whether they prove sustainable for the long
term. As a result, more and more actors, each with their own claims to
meaning, have been rushing away from the private personal sphere into
this new interstitial space. By now, this has become such a normal
practice that whoever is *not* active in this ever-expanding
interstitial space, which is rapidly becoming the main social sphere --
whoever, that is, lacks a publicly visible profile on social mass media
like Facebook, or does not number among those producing information and
meaning and is thus so inconspicuous online as []{#Page_22
type="pagebreak" title="22"}to yield no search results -- now stands out
in a negative light (or, in far fewer cases, acquires a certain prestige
on account of this very absence).
:::

::: {.section}
### The erosion of heteronormativity {#c1-sec-0004}

In this (sometimes more, sometimes less) public space for the continuous
production of social meaning (and its exploit­ation), there is no
question that the professional middle class is
over-represented.[^24^](#c1-note-0024){#c1-note-0024a} It would be
short-sighted, however, to reduce those seeking autonomy and the
recognition of individuality and social diversity to the role of poster
children for the new spirit of
capitalism.[^25^](#c1-note-0025){#c1-note-0025a} The new social
movements, for instance, initiated a social shift that has allowed an
increasing number of people to demand, if nothing else, the right to
participate in social life in a self-determined manner; that is,
according to their own standards and values.

Especially effective was the critique of patriarchal and heteronormative
power relations, modes of conduct, and
identities.[^26^](#c1-note-0026){#c1-note-0026a} In the context of the
political upheavals at the end of the 1960s, the new women\'s and gay
movements developed into influential actors. Their greatest achievement
was to establish alternative cultural forms, lifestyles, and strategies
of action in or around the mainstream of society. How this was done can
be demonstrated by tracing, for example, the development of the gay
movement in West Germany.

In the fall of 1969, the liberalization of Paragraph 175 of the German
Criminal Code came into effect. From then on, sexual activity between
adult men was no longer punishable by law (women were not mentioned in
this context). For the first time, a man could now express himself as a
homosexual outside of semi-private space without immediately being
exposed to the risk of criminal prosecution. This was a necessary
precondition for the ability to defend one\'s own rights. As early as
1971, the struggle for the recognition of gay life experiences reached
the broader public when Rosa von Praunheim\'s film *It Is Not the
Homosexual Who Is Perverse, but the Society in Which He Lives* was
screened at the Berlin International Film Festival and then, shortly
thereafter, broadcast on public television in North Rhine-Westphalia.
The film, which is firmly situated in the agitprop tradition,
[]{#Page_23 type="pagebreak" title="23"}follows a young provincial man
through the various milieus of Berlin\'s gay subcultures: from a
monogamous relationship to nightclubs and public bathrooms until, at the
end, he is enlightened by a political group of men who explain that it
is not possible to lead a free life in a niche, as his own emancipation
can only be achieved by a transformation of society as a whole. The film
closes with a not-so-subtle call to action: "Out of the closets, into
the streets!" Von Praunheim understood this emancipation to be a process
that encompassed all areas of life and had to be carried out in public;
it could only achieve success, moreover, in solidarity with other
freedom movements such as the Black Panthers in the United States and
the new women\'s movement. The goal, according to this film, is to
articulate one\'s own identity as a specific and differentiated identity
with its own experiences, values, and reference systems, and to anchor
this identity within a society that not only tolerates it but also
recognizes it as having equal validity.

At first, however, the film triggered vehement controversies, even
within the gay scene. The objection was that it attacked the gay
subculture, which was not yet prepared to defend itself publicly against
discrimination. Despite or (more likely) because of these controversies,
more than 50 groups of gay activists soon formed in Germany. Such
groups, largely composed of left-wing alternative students, included,
for instance, the Homosexuelle Aktion Westberlin (HAW) and the Rote
Zelle Schwul (RotZSchwul) in Frankfurt am
Main.[^27^](#c1-note-0027){#c1-note-0027a} One focus of their activities
was to have Paragraph 175 struck entirely from the legal code (which was
not achieved until 1994). This cause was framed within a general
struggle to overcome patriarchy and capitalism. At the earliest gay
demonstrations in Germany, which took place in Münster in April 1972,
protesters rallied behind the following slogan: "Brothers and sisters,
gay or not, it is our duty to fight capitalism." This was understood as
a necessary subordination to the greater struggle against what was known
in the terminology of left-wing radical groups as the "main
contradiction" of capitalism (that between capital and labor), and it
led to strident differences within the gay movement. The dispute
escalated during the next year. After the so-called *Tuntenstreit*, or
"Battle of the Queens," which was []{#Page_24 type="pagebreak"
title="24"}initiated by activists from Italy and France who had appeared
in drag at the closing ceremony of the HAW\'s Spring Meeting in West
Berlin, the gay movement was divided, or at least moving in a new
direction. At the heart of the matter were the following questions: "Is
there an inherent (many speak of an autonomous) position that gays hold
with respect to the issue of homosexuality? Or can a position on
homosexuality only be derived in association with the traditional
workers\' movement?"[^28^](#c1-note-0028){#c1-note-0028a} In other
words, was discrimination against homosexuality part of the social
divide caused by capitalism (that is, one of its "ancillary
contradictions") and thus only to be overcome by overcoming capitalism
itself, or was it something unrelated to the "essence" of capitalism, an
independent conflict requiring different strategies and methods? This
conflict could never be fully resolved, but the second position, which
was more interested in overcoming legal, social, and cultural
discrimination than in struggling against economic exploitation, and
which focused specifically on the social liberation of gays, proved to
be far more dynamic in the long term. This was not least because both
the old and new left were themselves not free of homophobia and because
the entire radical student movement of the 1970s fell into crisis.

Over the course of the 1970s and 1980s, "aesthetic self-empowerment" was
realized through the efforts of artistic and (increasingly) commercial
producers of images, texts, and
sounds.[^29^](#c1-note-0029){#c1-note-0029a} Activists, artists, and
intellectuals developed a language with which they could speak
assertively in public about topics that had previously been taboo.
Inspired by the expression "gay pride," which originated in the United
States, they began to use the term *schwul* ("gay"), which until then
had possessed negative connotations, with growing confidence. They
founded numerous gay and lesbian cultural initiatives, theaters,
publishing houses, magazines, bookstores, meeting places, and other
associations in order to counter the misleading or (in their eyes)
outright false representations of the mass media with their own
multifarious media productions. In doing so, they typically followed a
dual strategy: on the one hand, they wanted to create a space for the
members of the movement in which it would be possible to formulate and
live different identities; on the other hand, they were fighting to be
accepted by society at large. While []{#Page_25 type="pagebreak"
title="25"}a broader and broader spectrum of gay positions, experiences,
and aesthetics was becoming visible to the public, the connection to
left-wing radical contexts became weaker. Founded as early as 1974, and
likewise in West Berlin, the General Homosexual Working Group
(Allgemeine Homosexuelle Arbeitsgemeinschaft) sought to integrate gay
politics into mainstream society by defining the latter -- on the basis
of bourgeois, individual rights -- as a "politics of
anti-discrimination." These efforts achieved a milestone in 1980 when,
in the run-up to the parliamentary election, a podium discussion was
held with representatives of all major political parties on the topic of
the law governing sexual offences. The discussion took place in the
Beethovenhalle in Bonn, which was the largest venue for political events
in the former capital. Several participants considered the event to be a
"disaster,"[^30^](#c1-note-0030){#c1-note-0030a} for it revived a number
of internal conflicts (not least that between revolutionary and
integrative positions). Yet the fact remains that representatives were
present from every political party, and this alone was indicative of an
unprecedented amount of public awareness for those demanding equal
rights.

The struggle against discrimination and for social recognition reached
an entirely new level of urgency with the outbreak of HIV/AIDS. In 1983,
the magazine *Der Spiegel* devoted its first cover story to the disease,
thus bringing it to the awareness of the broader public. In the same
year, the non-profit organization Deutsche Aids-Hilfe was founded to
prevent further cases of discrimination, for *Der Spiegel* was not the
only publication at the time to refer to AIDS as a "homosexual
epidemic."[^31^](#c1-note-0031){#c1-note-0031a} The struggle against
HIV/AIDS required a comprehensive mobilization. Funding had to be raised
in order to deal with the social repercussions of the epidemic, to teach
people about safe sexual practices for everyone and to direct research
toward discovering causes and developing potential cures. The immediate
threat that AIDS represented, especially while so little was known about
the illness and its treatment remained a distant hope, created an
impetus for mobilization that led to alliances between the gay movement,
the healthcare system, and public authorities. Thus, the AIDS Inquiry
Committee, sponsored by the conservative Christian Democratic Union,
concluded in 1988 that, in the fight against the illness, "the
homosexual subculture is []{#Page_26 type="pagebreak"
title="26"}especially important. This informal structure should
therefore neither be impeded nor repressed but rather, on the contrary,
recognized and supported."[^32^](#c1-note-0032){#c1-note-0032a} The AIDS
crisis proved to be a catalyst for advancing the integration of gays
into society and for expanding what could be regarded as acceptable
lifestyles, opinions, and cultural practices. As a consequence,
homosexuals began to appear more frequently in the media, though their
presence would never match that of hetero­sexuals. As of 1985, the
television show *Lindenstraße* featured an openly gay protagonist, and
the first kiss between men was aired in 1987. The episode still provoked
a storm of protest -- Bayerische Rundfunk refused to broadcast it a
second time -- but this was already a rearguard action and the
integration of gays (and lesbians) into the social mainstream continued.
In 1993, the first gay and lesbian city festival took place in Berlin,
and the first Rainbow Parade was held in Vienna in 1996. In 2002, the
Cologne Pride Day involved 1.2 million participants and attendees, thus
surpassing for the first time the attendance at the traditional Rose
Monday parade. By the end of the 1990s, the sociologist Rüdiger Lautmann
was already prepared to maintain: "To be homosexual has become
increasingly normalized, even if homophobia lives on in the depths of
the collective disposition."[^33^](#c1-note-0033){#c1-note-0033a} This
normalization was also reflected in a study published by the Ministry of
Justice in the year 2000, which stressed "the similarity between
homosexual and heterosexual relationships" and, on this basis, made an
argument against discrimination.[^34^](#c1-note-0034){#c1-note-0034a}
Around the year 2000, however, the classical gay movement had already
passed its peak. A profound transformation had begun to take place in
the middle of the 1990s. It lost its character as a new social movement
(in the style of the 1970s) and began to splinter inwardly and
outwardly. One could say that it transformed from a mass movement into a
multitude of variously networked communities. The clearest sign of this
transformation is the abbreviation "LGBT" (lesbian, gay, bisexual, and
transgender), which, since the mid-1990s, has represented the internal
heterogeneity of the movement as it has shifted toward becoming a
network.[^35^](#c1-note-0035){#c1-note-0035a} At this point, the more
radical actors were already speaking against the normalization of
homosexuality. Queer theory, for example, was calling into question the
"essentialist" definition of gender []{#Page_27 type="pagebreak"
title="27"}-- that is, any definition reducing it to an immutable
essence -- with respect to both its physical dimension (sex) and its
social and cultural dimension (gender
proper).[^36^](#c1-note-0036){#c1-note-0036a} It thus opened up a space
for the articulation of experiences, self-descriptions, and lifestyles
that, on every level, are located beyond the classical attributions of
men and women. A new generation of intellectuals, activists, and artists
took the stage and developed -- yet again through acts of aesthetic
self-empowerment -- a language that enabled them to import, with
confidence, different self-definitions into the public sphere. An
example of this is the adoption of inclusive plural forms in German
(*Aktivist\_innen* "activists," *Künstler\_innen* "artists"), which draw
attention to the gaps and possibilities between male and female
identities that are also expressed in the language itself. Just as with
the terms "gay" or *schwul* some 30 years before, in this case, too, an
important element was the confident and public adoption and semantic
conversion of a formerly insulting word ("queer") by the very people and
communities against whom it used to be
directed.[^37^](#c1-note-0037){#c1-note-0037a} Likewise observable in
these developments was the simultaneity of social (amateur) and
artistic/scientific (professional) cultural production. The goal,
however, was less to produce a clear antithesis than it was to oppose
rigid attributions by underscoring mutability, hybridity, and
uniqueness. Both the scope of what could be expressed in public and the
circle of potential speakers expanded yet again. And, at least to some
extent, the drag queen Conchita Wurst popularized complex gender
constructions that went beyond the simple woman/man dualism. All of that
said, the assertion by Rüdiger Lautmann quoted above -- "homophobia
lives on in the depths of the collective dis­position" -- continued to
hold true.

If the gay movement is representative of the social liber­ation of the
1970s and 1980s, then it is possible to regard its transformation into
the LGBT movement during the 1990s -- with its multiplicity and fluidity
of identity models and its stress on mutability and hybridity -- as a
sign of the reinvention of this project within the context of an
increasingly dominant digital condition. With this transformation,
however, the diversification and fluidification of cultural practices
and social roles have not yet come to an end. Ways of life that were
initially subcultural and facing existential pressure []{#Page_28
type="pagebreak" title="28"}are gradually entering the mainstream. They
are expanding the range of readily available models of identity for
anyone who might be interested, be it with respect to family forms
(e.g., patchwork families, adoption by same-sex couples), diets (e.g.,
vegetarianism and veganism), healthcare (e.g., anti-vaccination), or
other principles of life and belief. All of them are seeking public
recognition for a new frame of reference for social meaning that has
originated from their own activity. This is necessarily a process
characterized by conflicts and various degrees of resistance, including
right-wing populism that seeks to defend "traditional values," but many
of these movements will ultimately succeed in providing more people with
the opportunity to speak in public, thus broadening the palette of
themes that are considered to be important and legitimate.
:::

::: {.section}
### Beyond center and periphery {#c1-sec-0005}

In order to reach a better understanding of the complexity involved in
the expanding social basis of cultural production, it is necessary to
shift yet again to a different level. For, just as it would be myopic to
examine the multiplication of cultural producers only in terms of
professional knowledge workers from the middle class, it would likewise
be insufficient to situate this multiplication exclusively in the
centers of the West. The entire system of categories that justified the
differentiation between the cultural "center" and the cultural
"periphery" has begun to falter. This complex and multilayered process
has been formulated and analyzed by the theory of "post-colonialism."
Long before digital media made the challenge of cultural multiplicity a
quotidian issue in the West, proponents of this theory had developed
languages and terminologies for negotiating different positions without
needing to impose a hierarchical order.

Since the 1970s, the theoretical current of post-colonialism has been
examining the cultural and epistemic dimensions of colonialism that,
even after its end as a territorial system, have remained responsible
for the continuation of dependent relations and power differentials. For
my purposes -- which are to develop a European perspective on the
factors ensuring that more and more people are able to participate in
cultural []{#Page_29 type="pagebreak" title="29"}production -- two
points are especially relevant because their effects reverberate in
Europe itself. First is the deconstruction of the categories "West" (in
the sense of the center) and "East" (in the sense of the periphery). And
second is the focus on hybridity as a specific way for non-Western
actors to deal with the dominant cultures of former colonial powers,
which have continued to determine significant portions of globalized
culture. The terms "West" and "East," "center" and "periphery," do not
simply describe existing conditions; rather, they are categories that
contribute, in an important way, to the creation of the very conditions
that they presume to describe. This may sound somewhat circular, but it
is precisely from this circularity that such cultural classifications
derive their strength. The world that they illuminate is immersed in
their own light. The category "East" -- or, to use the term of the
literary theorist Edward Said,
"orientalism"[^38^](#c1-note-0038){#c1-note-0038a} -- is a system of
representation that pervades Western thinking. Within this system,
Europe or the West (as the center) and the East (as the periphery)
represent asymmetrical and antithetical concepts. This construction
achieves a dual effect. As a self-description, on the one hand, it
contributes to the formation of our own identity, for Europeans
attrib­ute to themselves and to their continent such features as
"rationality," "order," and "progress," while on the other hand
identifying the alternative with "superstition," "chaos," or
"stagnation." The East, moreover, is used as an exotic projection screen
for our own suppressed desires. According to Said, a representational
system of this sort can only take effect if it becomes "hegemonic"; that
is, if it is perceived as self-evident and no longer as an act of
attribution but rather as one of description, even and precisely by
those against whom the system discriminates. Said\'s accomplishment is
to have worked out how far-reaching this system was and, in many areas,
it remains so today. It extended (and extends) from scientific
disciplines, whose researchers discussed (until the 1980s) the theory of
"oriental despotism,"[^39^](#c1-note-0039){#c1-note-0039a} to literature
and art -- the motif of the harem was especially popular, particularly
in paintings of the late nineteenth
century[^40^](#c1-note-0040){#c1-note-0040a} -- all the way to everyday
culture, where, as of 1913 in the United States, the cigarette brand
Camel (introduced to compete with the then-leading brand, Fatima) was
meant to evoke the []{#Page_30 type="pagebreak" title="30"}mystique and
sensuality of the Orient.[^41^](#c1-note-0041){#c1-note-0041a} This
system of representation, however, was more than a means of describing
oneself and others; it also served to legitimize the allocation of all
knowledge and agency on to one side, that of the West. Such an order was
not restricted to culture; it also created and legitimized a sense of
domination for colonial projects.[^42^](#c1-note-0042){#c1-note-0042a}
This cultural legitimation, as Said points out, also persists after the
end of formal colonial domination and continues to marginalize the
postcolonial subjects. As before, they are unable to speak for
themselves and therefore remain in the dependent periphery, which is
defined by their subordinate position in relation to the center. Said
directed the focus of critique to this arrangement of center and
periphery, which he saw as being (re)produced and legitimized on the
cultural level. From this arose the demand that everyone should have the
right to speak, to place him- or herself in the center. To achieve this,
it was necessary first of all to develop a language -- indeed, a
cultural landscape -- that can manage without a hegemonic center and is
thus oriented toward multiplicity instead of
uniformity.[^43^](#c1-note-0043){#c1-note-0043a}

A somewhat different approach has been taken by the literary theorist
Homi K. Bhabha. He proceeds from the idea that the colonized never fully
passively adopt the culture of the colonialists -- the "English book,"
as he calls it. Their previous culture is never simply wiped out and
replaced by another. What always and necessarily occurs is rather a
process of hybridization. This concept, according to Bhabha,

::: {.extract}
suggests that all of culture is constructed around negotiations and
conflicts. Every cultural practice involves an attempt -- sometimes
good, sometimes bad -- to establish authority. Even classical works of
art, such as a painting by Brueghel or a composition by Beethoven, are
concerned with the establishment of cultural authority. Now, this poses
the following question: How does one function as a negotiator when
one\'s own sense of agency is limited, for instance, on account of being
excluded or oppressed? I think that, even in the role of the underdog,
there are opportunities to upend the imposed cultural authorities -- to
accept some aspects while rejecting others. It is in this way that
symbols of authority are hybridized and made into something of one\'s
own. For me, hybridization is not simply a mixture but rather a
[]{#Page_31 type="pagebreak" title="31"}strategic and selective
appropriation of meanings; it is a way to create space for negotiators
whose freedom and equality are
endangered.[^44^](#c1-note-0044){#c1-note-0044a}
:::

Hybridization is thus a cultural strategy for evading marginality that
is imposed from the outside: subjects, who from the dominant perspective
are incapable of doing so, appropriate certain aspects of culture for
themselves and transform them into something else. What is decisive is
that this hybrid, created by means of active and unauthorized
appropriation, opposes the dominant version and the resulting speech is
thus legitimized from another -- that is, from one\'s own -- position.
In this way, a cultural engagement is set under way and the superiority
of one meaning or another is called into question. Who has the right to
determine how and why a relationship with others should be entered,
which resources should be appropriated from them, and how these
resources should be used? At the heart of the matter lie the abilities
of speech and interpretation; these can be seized in order to create
space for a "cultural hybridity that entertains difference without an
assumed or imposed hierarchy."[^45^](#c1-note-0045){#c1-note-0045a}

At issue is thus a strategy for breaking down hegemonic cultural
conditions, which distribute agency in a highly uneven manner, and for
turning one\'s own cultural production -- which has been dismissed by
cultural authorities as flawed, misconceived, or outright ignorant --
into something negotiable and independently valuable. Bhabha is thus
interested in fissures, differences, diversity, multiplicity, and
processes of negotiation that generate something like shared meaning --
culture, as he defines it -- instead of conceiving of it as something
that precedes these processes and is threatened by them. Accordingly, he
proceeds not from the idea of unity, which is threatened whenever
"others" are empowered to speak and needs to be preserved, but rather
from the irreducible multiplicity that, through laborious processes, can
be brought into temporary and limited consensus. Bhabha\'s vision of
culture is one without immutable authorities, interpretations, and
truths. In theory, everything can be brought to the table. This is not a
situation in which anything goes, yet the central meaning of
negotiation, the contextuality of consensus, and the mutability of every
frame of reference []{#Page_32 type="pagebreak" title="32"}-- none of
which can be shared equally by everyone -- are always potentially
negotiable.

Post-colonialism draws attention to the "disruptive power of the
excluded-included third," which becomes especially virulent when it
"emerges in the middle of semantic
structures."[^46^](#c1-note-0046){#c1-note-0046a} The recognition of
this power reveals the increasing cultural independence of those
formerly colonized, and it also transforms the cultural self-perception
of the West, for, even in Western nations that were not significant
colonial powers, there are multifaceted tensions between dominant
cultures and those who are on the defensive against discrimination and
attributions by others. Instead of relying on the old recipe of
integration through assimilation (that is, the dissolution of the
"other"), the right to self-determined difference is being called for
more emphatically. In such a manner, collective identities, such as
national identities, are freed from their questionable appeals to
cultural homogeneity and essentiality, and reconceived in terms of the
experience of immanent difference. Instead of one binding and
unnegotiable frame of reference for everyone, which hierarchizes
individual pos­itions and makes them appear unified, a new order without
such limitations needs to be established. Ultimately, the aim is to
provide nothing less than an "alternative reading of
modernity,"[^47^](#c1-note-0047){#c1-note-0047a} which influences both
the construction of the past and the modalities of the future. For
European culture in particular, such a project is an immense challenge.

Of course, these demands do not derive their everyday relevance
primarily from theory but rather from the experiences of
(de)colonization, migration, and globalization. Multifaceted as it is,
however, the theory does provide forms and languages for articulating
these phenomena, legitimizing new positions in public debates, and
attacking persistent mechanisms of cultural marginalization. It helps to
empower broader societal groups to become actively involved in cultural
processes, namely people, such as migrants and their children, whose
identity and experience are essentially shaped by non-Western cultures.
The latter have been giving voice to their experiences more frequently
and with greater confidence in all areas of public life, be it in
politics, literature, music, or
art.[^48^](#c1-note-0048){#c1-note-0048a} In Germany, for instance, the
films by Fatih Akin (*Head-On* from 2004 and *Soul Kitchen* from 2009,
to []{#Page_33 type="pagebreak" title="33"}name just two), in which the
experience of immigration is represented as part of the German
experience, have reached a wide public audience. In 2002, the group
Kanak Attak organized a series of conferences with the telling motto *no
integración*, and these did much to introduce postcolonial positions to
the debates taking place in German-speaking
countries.[^49^](#c1-note-0049){#c1-note-0049a} For a long time,
politicians with "migration backgrounds" were considered to be competent
in only one area, namely integration policy. This has since changed,
though not entirely. In 2008, for instance, Cem Özdemir was elected
co-chair of the Green Party and thus shares responsibility for all of
its political positions. Developments of this sort have been enabled
(and strengthened) by a shift in society\'s self-perception. In 2014,
Cemile Giousouf, the integration commissioner for the conservative
CDU/CSU alliance in the German Parliament, was able to make the
following statement without inciting any controversy: "Over the past few
years, Germany has become a modern land of
immigration."[^50^](#c1-note-0050){#c1-note-0050a} A remarkable
proclamation. Not ten years earlier, her party colleague Norbert Lammert
had expressed, in his function as parliamentary president, interest in
reviving the debate about the term "leading culture." The increasingly
well-educated migrants of the first, second, or third gener­ation no
longer accept the choice of being either marginalized as an exotic
representative of the "other" or entirely assimilated. Rather, they are
insisting on being able to introduce their specific experience as a
constitutive contribution to the formation of the present -- in
association and in conflict with other contributions, but at the same
level and with the same legitimacy. It is no surprise that various forms
of discrimin­ation and violence against "foreigners" not only continue
in everyday life but have also been increasing in reaction to this new
situation. Ultimately, established claims to power are being called into
question.

To summarize, at least three secular historical tendencies or movements,
some of which can be traced back to the late nineteenth century but each
of which gained considerable momentum during the last third of the
twentieth (the spread of the knowledge economy, the erosion of
heteronormativity, and the focus of post-colonialism on cultural
hybridity), have greatly expanded the sphere of those who actively
negotiate []{#Page_34 type="pagebreak" title="34"}social meaning. In
large part, the patterns and cultural foundations of these processes
developed long before the internet. Through the use of the internet, and
through the experiences of dealing with it, they have encroached upon
far greater portions of all societies.
:::
:::

::: {.section}
The Culturalization of the World {#c1-sec-0006}
--------------------------------

The number of participants in cultural processes, however, is not the
only thing that has increased. Parallel to that development, the field
of the cultural has expanded as well -- that is, those areas of life
that are not simply characterized by unalterable necessities, but rather
contain or generate competing options and thus require conscious
decisions.

The term "culturalization of the economy" refers to the central position
of knowledge-based, meaning-based, and affect-oriented processes in the
creation of value. With the emergence of consumption as the driving
force behind the production of goods and the concomitant necessity of
having not only to satisfy existing demands but also to create new ones,
the cultural and affective dimensions of the economy began to gain
significance. I have already discussed the beginnings of product
staging, advertising, and public relations. In addition to all of the
continuities that remain with us from that time, it is also possible to
point out a number of major changes that consumer society has undergone
since the late 1960s. These changes can be delineated by examining the
greater role played by design, which has been called the "core
discipline of the creative
economy."[^51^](#c1-note-0051){#c1-note-0051a}

As a field of its own, design originated alongside industrialization,
when, in collaborative processes, the activities of planning and
designing were separated from those of carrying out
production.[^52^](#c1-note-0052){#c1-note-0052a} It was not until the
modern era that designers consciously endeavored to seek new forms for
the logic inherent to mass production. With the aim of economic
efficiency, they intended their designs to optimize the clearly defined
functions of anonymous and endlessly reproducible objects. At the end of
the nineteenth century, the architect Louis Sullivan, whose buildings
still distinguish the skyline of Chicago, condensed this new attitude
into the famous axiom []{#Page_35 type="pagebreak" title="35"}"form
follows function." Mies van der Rohe, working as an architect in Chicago
in the middle of the twentieth century, supplemented this with a pithy
and famous formulation of his own: "less is more." The rationality of
design, in the sense of isolating and improving specific functions, and
the economical use of resources were of chief importance to modern
(industrial) designers. Even the ten design principles of Dieter Rams,
who led the design division of the consumer products company Braun from
1965 to 1991 -- one of the main sources of inspiration for Jonathan Ive,
Apple\'s chief design officer -- aimed to make products "usable,"
"understandable," "honest," and "long-lasting." "Good design," according
to his guiding principle, "is as little design as
possible."[^53^](#c1-note-0053){#c1-note-0053a} This orientation toward
the technical and functional promised to solve problems for everyone in
a long-term and binding manner, for the inherent material and design
qual­ities of an object were supposed to make it independent from
changing times and from the tastes of consumers.

::: {.section}
### Beyond the object {#c1-sec-0007}

At the end of the 1960s, a new generation of designers rebelled against
this industrial and instrumental rationality, which was now felt to be
authoritarian, soulless, and reductionist. In the works associated with
"anti-design" or "radical design," the objectives of the discipline were
redefined and a new formal language was developed. In the place of
tech­nical and functional optimization, recombination -- ecological
recycling or the postmodern interplay of forms -- emerged as a design
method and aesthetic strategy. Moreover, the aspiration of design
shifted from the individual object to its entire social and material
environment. The processes of design and production, which had been
closed off from one another and restricted to specialists, were opened
up precisely to encourage the participation of non-designers, be it
through interdisciplinary cooperation with other types of professions or
through the empowerment of laymen. The objectives of design were
radically expanded: rather than ending with the completion of an
individual product, it was now supposed to engage with society. In the
sense of cybernetics, this was regarded as a "system," controlled by
feedback processes, []{#Page_36 type="pagebreak" title="36"}which
connected social, technical, and biological dimensions to one
another.[^54^](#c1-note-0054){#c1-note-0054a} Design, according to this
new approach, was meant to be a "socially significant
activity."[^55^](#c1-note-0055){#c1-note-0055a}

Embedded in the social movements of the 1960s and 1970s, this new
generation of designers was curious about the social and political
potential of their discipline, and about possibilities for promoting
flexibility and autonomy instead of rigid industrial efficiency. Design
was no longer expected to solve problems once and for all, for such an
idea did not correspond to the self-perception of an open and mutable
society. Rather, it was expected to offer better opportun­ities for
enabling people to react to continuously changing conditions. A radical
proposal was developed by the Italian designer Enzo Mari, who in 1974
published his handbook *Autoprogettazione* (Self-Design). It contained
19 simple designs with which people could make, on their own,
aesthetically and functionally sophisticated furniture out of pre-cut
pieces of wood. In this case, the designs themselves were less important
than the critique of conventional design as elitist and of consumer
society as alienated and wasteful. Mari\'s aim was to reconceive the
relations among designers, the manufacturing industry, and users.
Increasingly, design came to be understood as a holistic and open
process. Victor Papanek, the founder of ecological design, took things a
step further. For him, design was "basic to all human activity. The
planning and patterning of any act towards a desired, foreseeable end
constitutes the design process. Any attempt to separate design, to make
it a thing-by-itself, works counter to the inherent value of design as
the primary underlying matrix of
life."[^56^](#c1-note-0056){#c1-note-0056a}

Potentially all aspects of life could therefore fall under the purview
of design. This came about from the desire to oppose industrialism,
which was blind to its catastrophic social and ecological consequences,
with a new and comprehensive manner of seeing and acting that was
unrestricted by economics.

Toward the end of the 1970s, this expanded notion of design owed less
and less to emancipatory social movements, and its socio-political goals
began to fall by the wayside. Three fundamental patterns survived,
however, which go beyond design and remain characteristic of the
culturalization []{#Page_37 type="pagebreak" title="37"}of the economy:
the discovery of the public as emancipated users and active
participants; the use of appropriation, transformation, and
recombination as methods for creating ever-new aesthetic
differentiations; and, finally, the intention of shaping the lifeworld
of the user.[^57^](#c1-note-0057){#c1-note-0057a}

As these patterns became depoliticized and commercialized, the focus of
designing the "lifeworld" shifted more and more toward designing the
"experiential world." By the end of the 1990s, this had become so
normalized that even management consultants could assert that
"\[e\]xperiences represent an existing but previously unarticulated
*genre of economic output*."[^58^](#c1-note-0058){#c1-note-0058a} It was
possible to define the dimensions of the experiential world in various
ways. For instance, it could be clearly delimited and product-oriented,
like the flagship stores introduced by Nike in 1990, which, with their
elaborate displays, were meant to turn shopping into an experience. This
experience, as the company\'s executives hoped, radiated outward and
influenced how the brand was perceived as a whole. The experiential
world could also, however, be conceived in somewhat broader terms, for
instance by design­ing entire institutions around the idea of creating a
more attractive work environment and thereby increasing the commitment
of employees. This approach is widespread today in creative industries
and has become popularized through countless stories about ping-pong
tables, gourmet cafeterias, and massage rooms in certain offices. In
this case, the process of creativity is applied back to itself in order
to systematize and optimize a given workplace\'s basis of operation. The
development is comparable to the "invention of invention" that
characterized industrial research around the end of the nineteenth
century, though now the concept has been re­located to the field of
knowledge production.

Yet the "experiential world" can be expanded even further, for instance
when entire cities attempt to make themselves attractive to
international clientele and compete with others by building spectacular
museums or sporting arenas. Displays in cities, as well as a few other
central locations, are regularly constructed in order to produce a
particular experience. This also entails, however, that certain forms of
use that fail to fit the "urban
script"[^59^](#c1-note-0059){#c1-note-0059a} are pushed to the margins
or driven away.[^60^](#c1-note-0060){#c1-note-0060a} Thus, today, there
is hardly a single area of life to []{#Page_38 type="pagebreak"
title="38"}which the strategies and methods of design do not have
access, and this access occurs at all levels. For some time, design has
not been a purely visible matter, restricted to material objects; it
rather forms and controls all of the senses. Cities, for example, have
come to be understood increasingly as "sound spaces" and have
accordingly been reconfigured with the goal of modulating their various
noises.[^61^](#c1-note-0061){#c1-note-0061a} Yet design is no longer
just a matter of objects, processes, and experiences. By now, in the
context of reproductive medicine, it has even been applied to the
biological foundations of life ("designer babies"). I will revisit this
topic below.
:::

::: {.section}
### Culture everywhere {#c1-sec-0008}

Of course, design is not the only field of culture that has imposed
itself over society as a whole. A similar development has occurred in
the field of advertising, which, since the 1970s, has been integrated
into many more physical and social spaces and by now has a broad range
of methods at its disposal. Advertising is no longer found simply on
billboards or in display windows. In the form of "guerilla marketing" or
"product placement," it has penetrated every space and occupied every
discourse -- by blending with political messages, for instance -- and
can now even be spread, as "viral marketing," by the addressees of the
advertisements themselves. Similar processes can be observed in the
fields of art, fashion, music, theater, and sports. This has taken place
perhaps most radically in the field of "gaming," which has drawn upon
technical progress in the most direct possible manner and, with the
spread of powerful computers and mobile applications, has left behind
the confines of the traditional playing field. In alternate reality
games, the realm of the virtual and fictitious has also been
transcended, as physical spaces have been overlaid with their various
scripts.[^62^](#c1-note-0062){#c1-note-0062a}

This list could be extended, but the basic trend is clear enough,
especially as the individual fields overlap and mutually influence one
another. They are blending into a single interdependent field for
generating social meaning in the form of economic activity. Moreover,
through digitalization and networking, many new opportunities have
arisen for large-scale involvement by the public in design processes.
Thanks []{#Page_39 type="pagebreak" title="39"}to new communication
technologies and flexible production processes, today\'s users can
personalize and create products to suit their wishes. Here, the spectrum
extends from tiny batches of creative-industrial products all the way to
global processes of "mass customization," in which factory-based mass
production is combined with personalization. One of the first
applications of this was introduced in 1999 when, through its website, a
sporting-goods company allowed customers to design certain elements of a
shoe by altering it within a set of guidelines. This was taken a step
further by the idea of "user-centered innovation," which relies on the
specific knowledge of users to enhance a product, with the additional
hope of discovering unintended applications and transforming these into
new areas of business.[^63^](#c1-note-0063){#c1-note-0063a} It has also
become possible for end users to take over the design process from the
beginning, which has become considerably easier with the advent of
specialized platforms for exchanging knowledge, alongside semi-automated
production tools such as mechanical mills and 3D printers.
Digitalization, which has allowed all content to be processed, and
networking, which has created an endless amount of content ("raw
material"), have turned appropriation and recombination into general
methods of cultural production.[^64^](#c1-note-0064){#c1-note-0064a}
This phenomenon will be examined more closely in the next chapter.

Both the involvement of users in the production process and the methods
of appropriation and recombination are extremely information-intensive
and communication-intensive. Without the corresponding technological
infrastructure, neither could be achieved efficiently or on a large
scale. This was evident in the 1970s, when such approaches never made it
beyond subcultures and conceptual studies. With today\'s search engines,
every single user can trawl through an amount of information that, just
a generation ago, would have been unmanageable even by professional
archivists. A broad array of communication platforms (together with
flexible production capacities and efficient logistics) not only weakens
the contradiction between mass fabrication and personalization; it also
allows users to network directly with one another in order to develop
specialized knowledge together and thus to enable themselves to
intervene directly in design processes, both as []{#Page_40
type="pagebreak" title="40"}willing participants in and as critics of
flexible global production processes.
:::
:::

::: {.section}
The Technologization of Culture {#c1-sec-0009}
-------------------------------

That society is dependent on complex information technologies in order
to organize its constitutive processes is, in itself, nothing new.
Rather, this began as early as the late nineteenth century. It is
directly correlated with the expansion and acceleration of the
circulation of goods, which came about through industrialization. As the
historian and sociologist James Beniger has noted, this led to a
"control crisis," for administrative control centers were faced with the
problem of losing sight of what was happening in their own factories,
with their suppliers, and in the important markets of the time.
Management was in a bind: decisions had to be made either on the basis
of insufficient information or too late. The existing administrative and
control mechanisms could no longer deal with the rapidly increasing
complexity and time-sensitive nature of extensively organized production
and distribution. The office became more important, and ever more people
were needed there to fulfill a growing number of functions. Yet this was
not enough for the crisis to subside. The old administrative methods,
which involved manual information processing, simply could no longer
keep up. The crisis reached its first dramatic peak in 1889 in the
United States, with the realization that the census data from the year
1880 had not yet been analyzed when the next census was already
scheduled to take place during the subsequent year. In the same year,
the Secretary of the Interior organized a conference to investigate
faster methods of data processing. Two methods were tested for making
manual labor more efficient, one of which had the potential to achieve
greater efficiency by means of novel data-processing machines. The
latter system emerged as the clear victor; developed by an engineer
named Hermann Hollerith, it mechanically processed and stored data on
punch cards. The idea was based on Hollerith\'s observations of the
coup­ling and decoupling of railroad cars, which he interpreted as
modular units that could be combined in any desired order. The punch
card transferred this approach to information []{#Page_41
type="pagebreak" title="41"}management. Data were no longer stored in
fixed, linear arrangements (tables and lists) but rather in small units
(the punch cards) that, like railroad cars, could be combined in any
given way. The increase in efficiency -- with respect to speed *and*
flexibility -- was enormous, and nearly a hundred of Hollerith\'s
machines were used by the Census
Bureau.[^65^](#c1-note-0065){#c1-note-0065a} This marked a turning point
in the history of information processing, with technical means no longer
being used exclusively to store data, but to process data as well. This
was the only way to avoid the impending crisis, ensuring that
bureaucratic management could maintain centralized control. Hollerith\'s
machines proved to be a resounding success and were implemented in many
more branches of government and corporate administration, where
data-intensive processes had increased so rapidly they could not have
been managed without such machines. This growth was accompanied by that
of Hollerith\'s Tabulating Machine Company, which he founded in 1896 and
which, after a number of mergers, was renamed in 1924 as the
International Business Machines Corporation (IBM). Throughout the
following decades, dependence on information-processing machines only
deepened. The growing number of social, commercial, and military
processes could only be managed by means of information technology. This
largely took place, however, outside of public view, namely in the
specialized divisions of large government and private organizations.
These were the only institutions in command of the necessary resources
for operating the complex technical infrastructure -- so-called
mainframe computers -- that was essential to automatic information
processing.

::: {.section}
### The independent media {#c1-sec-0010}

As with so much else, this situation began to change in the 1960s. Mass
media and information-processing technologies began to attract
criticism, even though all of the involved subcultures, media activists,
and hackers continued to act independently from one another until the
1990s. The freedom-oriented social movements of the 1960s began to view
the mass media as part of the political system against which they were
struggling. The connections among the economy, politics, and the media
were becoming more apparent, not []{#Page_42 type="pagebreak"
title="42"}least because many mass media companies, especially those in
Germany related to the Springer publishing house, were openly inimical
to these social movements. Critical theor­ies arose that, borrowing
Louis Althusser\'s influential term, regarded the media as part of the
"ideological state apparatus"; that is, as one of the authorities whose
task is to influence people to accept social relations to such a degree
that the "repressive state apparatuses" (the police, the military, etc.)
form a constant background in everyday
life.[^66^](#c1-note-0066){#c1-note-0066a} Similarly influential,
Antonio Gramsci\'s theory of "cultural hegemony" emphasized the
condition in which the governed are manipulated to form a cultural
consensus with the ruling class; they accept the latter\'s
presuppositions (and the politics which are thus justified) even though,
by doing so, they are forced to suffer economic
disadvantages.[^67^](#c1-note-0067){#c1-note-0067a} Guy Debord and the
Situationists attributed to the media a central role in the new form of
rule known as "the spectacle," the glittery surfaces and superficial
manifestations of which served to conceal society\'s true
relations.[^68^](#c1-note-0068){#c1-note-0068a} In doing so, they
aligned themselves with the critique of the "culture industry," which
had been formulated by Max Horkheimer and Theodor W. Adorno at the
beginning of the 1940s and had become a widely discussed key text by the
1960s.

Their differences aside, these perspectives were united in that they no
longer understood the "public" as a neutral sphere, in which citizens
could inform themselves freely and form their opinions, but rather as
something that was created with specific intentions and consequences.
From this grew an interest in "counter-publics"; that is, in forums
where other actors could appear and negotiate theories of their own. The
mass media thus became an important instrument for organizing the
bourgeois--capitalist public, but they were also responsible for the
development of alternatives. Media, according to one of the core ideas
of these new approaches, are less a sphere in which an external reality
is depicted; rather, they are themselves a constitutive element of
reality.
:::

::: {.section}
### Media as lifeworlds {#c1-sec-0011}

Another branch of new media theories, that of Marshall McLuhan and the
Toronto School of Communication,[^69^](#c1-note-0069){#c1-note-0069a}
[]{#Page_43 type="pagebreak" title="43"}reached a similar conclusion on
different grounds. In 1964, McLuhan aroused a great deal of attention
with his slogan "the medium is the message." He maintained that every
medium of communication, by means of its media-specific characteristics,
directly affected the consciousness, self-perception, and worldview of
every individual.[^70^](#c1-note-0070){#c1-note-0070a} This, he
believed, happens independently of and in addition to whatever specific
message a medium might be conveying. From this perspective, reality does
not exist outside of media, given that media codetermine our personal
relation to and behavior in the world. For McLuhan and the Toronto
School, media were thus not channels for transporting content but rather
the all-encompassing environments -- galaxies -- in which we live.

Such ideas were circulating much earlier and were intensively developed
by artists, many of whom were beginning to experiment with new
electronic media. An important starting point in this regard was the
1963 exhibit *Exposition of Music -- Electronic Television* by the
Korean artist Nam June Paik, who was then collaborating with Karlheinz
Stockhausen in Düsseldorf. Among other things, Paik presented 12
television sets, the screens of which were "distorted" by magnets. Here,
however, "distorted" is a problematic term, for, as Paik explicitly
noted, the electronic images were "a beautiful slap in the face of
classic dualism in philosophy since the time of Plato. \[...\] Essence
AND existence, essentia AND existentia. In the case of the electron,
however, EXISTENTIA IS ESSENTIA."[^71^](#c1-note-0071){#c1-note-0071a}
Paik no longer understood the electronic image on the television screen
as a portrayal or representation of anything. Rather, it engendered in
the moment of its appearance an autonomous reality beyond and
independent of its representational function. A whole generation of
artists began to explore forms of existence in electronic media, which
they no longer understood as pure media of information. In his work
*Video Corridor* (1969--70), Bruce Nauman stacked two monitors at the
end of a corridor that was approximately 10 meters long but only 50
centimeters wide. On the lower monitor ran a video showing the empty
hallway. The upper monitor displayed an image captured by a camera
installed at the entrance of the hall, about 3 meters high. If the
viewer moved down the corridor toward the two []{#Page_44
type="pagebreak" title="44"}monitors, he or she would thus be recorded
by the latter camera. Yet the closer one came to the monitor, the
farther one would be from the camera, so that one\'s image on the
monitor would become smaller and smaller. Recorded from behind, viewers
would thus watch themselves walking away from themselves. Surveillance
by others, self-surveillance, recording, and disappearance were directly
and intuitively connected with one another and thematized as fundamental
issues of electronic media.

Toward the end of the 1960s, the easier availability and mobility of
analog electronic production technologies promoted the search for
counter-publics and the exploration of media as comprehensive
lifeworlds. In 1967, Sony introduced its first Portapak system: a
battery-powered, self-contained recording system -- consisting of a
camera, a cord, and a recorder -- with which it was possible to make
(black-and-white) video recordings outside of a studio. Although the
recording apparatus, which required additional devices for editing and
projection, was offered at the relatively expensive price of \$1,500
(which corresponds to about €8,000 today), it was still affordable for
interested groups. Compared with the situation of traditional film
cameras, these new cameras considerably lowered the initial hurdle for
media production, for video tapes were not only much cheaper than film
reels (and could be used for multiple recordings); they also made it
possible to view recorded material immediately and on location. This
enabled the production of works that were far more intuitive and
spontaneous than earlier ones. The 1970s saw the formation of many video
groups, media workshops, and other initiatives for the independent
production of electronic media. Through their own distribution,
festivals, and other channels, such groups created alternative public
spheres. The latter became especially prominent in the United States
where, at the end of the 1960s, the providers of cable networks were
legally obligated to establish public-access channels, on which citizens
were able to operate self-organized and non-commercial television
programs. This gave rise to a considerable public-access movement there,
which at one point extended across 4,000 cities and was responsible for
producing programs from and for these different
communities.[^72[]{#Page_45 type="pagebreak"
title="45"}^](#c1-note-0072){#c1-note-0072a}

What these initiatives shared in common, in Western Europe and the
United States, was their attempt to close the gap between the
consumption and production of media, to activate the public, and at
least in part to experiment with the media themselves. Non-professional
producers were empowered with the ability to control who told their
stories and how this happened. Groups that previously had no access to
the medial public sphere now had opportunities to represent themselves
and their own interests. By working together on their own productions,
such groups demystified the medium of television and simultaneously
equipped it with a critical consciousness.

Especially well received in Germany was the work of Hans Magnus
Enzensberger, who in 1970 argued (on the basis of Bertolt Brecht\'s
radio theory) in favor of distinguishing between "repressive" and
"emancipatory" uses of media. For him, the emancipatory potential of
media lay in the fact that "every receiver is \[...\] a potential
transmitter" that can participate "interactively" in "collective
production."[^73^](#c1-note-0073){#c1-note-0073a} In the same year, the
first German video group, Telewissen, debuted in public with a
demonstration in downtown Darmstadt. In 1980, at the peak of the
movement for independent video production, there were approximately a
hundred such groups throughout (West) Germany. The lack of distribution
channels, however, represented a nearly insuperable obstacle and ensured
that many independent productions were seldom viewed outside of
small-scale settings. Tapes had to be exchanged between groups through
the mail, and they were mainly shown at gatherings and events, and in
bars. The dynamic of alternative media shifted toward a small subculture
(though one networked throughout all of Europe) of pirate radio and
television broadcasters. At the beginning of the 1980s and in the space
of Radio Dreyeckland in Freiburg, which had been founded in 1977 as
Radio Verte Fessenheim, operations began at Germany\'s first pirate or
citizens\' radio station, which regularly broadcast information about
the political protest movements that had arisen against the use of
nuclear power in Fessenheim (France), Wyhl (Germany), and Kaiseraugst
(Switzerland). The epicenter of the scene, however, was located in
Amsterdam, where the group known as Rabotnik TV, which was an offshoot
[]{#Page_46 type="pagebreak" title="46"}of the squatter scene there,
would illegally feed its signal through official television stations
after their programming had ended at night (many stations then stopped
broadcasting at midnight). In 1988, the group acquired legal
broadcasting slots on the cable network and reached up to 50,000 viewers
with their weekly experimental shows, which largely consisted of footage
appropriated freely from elsewhere.[^74^](#c1-note-0074){#c1-note-0074a}
Early in 1990, the pirate television station Kanal X was created in
Leipzig; it produced its own citizens\' television programming in the
quasi-lawless milieu of the GDR before
reunification.[^75^](#c1-note-0075){#c1-note-0075a}

These illegal, independent, or public-access stations only managed to
establish themselves as real mass media to a very limited extent.
Nevertheless, they played an important role in sensitizing an entire
generation of media activists, whose opportunities expanded as the means
of production became both better and cheaper. In the name of "tactical
media," a new generation of artistic and political media activists came
together in the middle of the
1990s.[^76^](#c1-note-0076){#c1-note-0076a} They combined the "camcorder
revolution," which in the late 1980s had made video equipment available
to broader swaths of society, stirring visions of democratic media
production, with the newly arrived medium of the internet. Despite still
struggling with numerous technical difficulties, they remained constant
in their belief that the internet would solve the hitherto intractable
problem of distributing content. The transition from analog to digital
media lowered the production hurdle yet again, not least through the
ongoing development of improved software. Now, many stages of production
that had previously required professional or semi-professional expertise
and equipment could also be carried out by engaged laymen. As a
consequence, the focus of interest broadened to include not only the
development of alternative production groups but also the possibility of
a flexible means of rapid intervention in existing structures. Media --
both television and the internet -- were understood as environments in
which one could act without directly representing a reality outside of
the media. Television was analyzed down to its own legalities, which
could then be manipulated to affect things beyond the media.
Increasingly, culture jamming and the campaigns of so-called
communication guerrillas were blurring the difference between media and
political activity.[^77[]{#Page_47 type="pagebreak"
title="47"}^](#c1-note-0077){#c1-note-0077a}

This difference was dissolved entirely by a new generation of
politically motivated artists, activists, and hackers, who transferred
the tactics of civil disobedience -- blockading a building with a
sit-in, for instance -- to the
internet.[^78^](#c1-note-0078){#c1-note-0078a} When, in 1994, the
Zapatista Army of National Liberation rose up in the south of Mexico,
several media projects were created to support its mostly peaceful
opposition and to make the movement known in Europe and North America.
As part of this loose network, in 1998 the American artist collective
Electronic Disturbance Theater developed a relatively simple computer
program called FloodNet that enabled networked sympathizers to shut down
websites, such as those of the Mexican government, in a targeted and
temporary manner. The principle was easy enough: the program would
automatic­ally reload a certain website over and over again in order to
exhaust the capacities of its network
servers.[^79^](#c1-note-0079){#c1-note-0079a} The goal was not to
destroy data but rather to disturb the normal functioning of an
institution in order to draw attention to the activities and interests
of the protesters.
:::

::: {.section}
### Networks as places of action {#c1-sec-0012}

What this new generation of media activists shared in common with the
hackers and pioneers of computer networks was the idea that
communication media are spaces for agency. During the 1960s, these
programmers were also in search of alternatives. The difference during
the 1960s is that they did not pursue these alternatives in
counter-publics, but rather in alternative lifestyles and communication.
The rejection of bureaucracy as a form of social organization played a
significant role in the critique of industrial society formulated by
freedom-oriented social movements. At the beginning of the previous
century, Max Weber had still regarded bureaucracy as a clear sign of
progress toward a rational and method­ical
organization.[^80^](#c1-note-0080){#c1-note-0080a} He based this
assessment on processes that were impersonal, rule-bound, and
transparent (in the sense that they were documented with files). But
now, in the 1960s, bureaucracy was being criticized as soulless,
alienated, oppressive, non-transparent, and unfit for an increasingly
complex society. Whereas the first four of these points are in basic
agreement with Weber\'s thesis about "disenchanting" []{#Page_48
type="pagebreak" title="48"}the world, the last point represents a
radical departure from his analysis. Bureaucracies were no longer
regarded as hyper-efficient but rather as inefficient, and their size
and rule-bound nature were no longer seen as strengths but rather as
decisive weaknesses. The social bargain of offering prosperity and
security in exchange for subordination to hierarchical relations struck
many as being anything but attractive, and what blossomed instead was a
broad interest in alternative forms of coexistence. New institutions
were expected to be more flexible and more open. The desire to step away
from the system was widespread, and many (mostly young) people set about
doing exactly that. Alternative ways of life -- communes, shared
apartments, and cooperatives -- were explored in the country and in
cities. They were meant to provide the individual with greater autonomy
and the opportunity to develop his or her own unique potential. Despite
all of the differences between these concepts of life, they nevertheless
shared something of a common denominator: the promise of
reconceptualizing social institutions and the fundamentals of
coexistence, with the aim of reformulating them in such a way as to
allow everyone\'s personal potential to develop fully in the here and
now.

According to critics of such alternatives, bureaucracy was necessary in
order to organize social life as it radically reduced the world\'s
complexity by forcing it through the bottleneck of official procedures.
However, the price paid for such efficiency involved the atrophying of
human relationships, which had to be subordinated to rigid processes
that were incapable of registering unique characteristics and
differences and were unable to react in a timely manner to changing
circumstances.

In the 1960s, many countercultural attempts to find new forms of
organization placed personal and open communication at the center of
their efforts. Each individual was understood as a singular person with
untapped potential rather than a carrier of abstract and clearly defined
functions. It was soon realized, however, that every common activity and
every common decision entailed processes that were time-intensive and
communication-intensive. As soon as a group exceeded a certain size, it
became practically impossible for it to reach any consensus. As a result
of these experiences, an entire worldview emerged that propagated
"smallness" as a central []{#Page_49 type="pagebreak" title="49"}value
("small is beautiful"). It was thought that in this way society might
escape from bureaucracy with its ostensibly disastrous consequences for
humanity and the environment.[^81^](#c1-note-0081){#c1-note-0081a} But
this belief did not last for long. For, unlike the majority of European
alternative movements, the counterculture in the United States was not
overwhelmingly critical of technology. On the contrary, many actors
there sought suitable technologies for solving the practical problems of
social organization. At the end of the 1960s, a considerable amount of
attention was devoted to the field of basic technological research. This
field brought together the interests of the military, academics,
businesses, and activists from the counterculture. The common ground for
all of them was a cybernetic vision of institutions, or, in the words of
the historian Fred Turner:

::: {.extract}
a picture of humans and machines as dynamic, collaborating elements in a
single, highly fluid, socio-technical system. Within that system,
control emerged not from the mind of a commanding officer, but from the
complex, probabilistic interactions of humans, machines and events
around them. Moreover, the mechanical elements of the system in question
-- in this case, the predictor -- enabled the human elements to achieve
what all Americans would agree was a worthwhile goal. \[...\] Over the
coming decades, this second vision of benevolent man-machine systems, of
circular flows of information, would emerge as a driving force in the
establishment of the military--industrial--academic complex and as a
model of an alternative to that
complex.[^82^](#c1-note-0082){#c1-note-0082a}
:::

This complex was possible because, as a theory, cybernetics was
formulated in extraordinarily abstract terms, so much so that a whole
variety of competing visions could be associated with
it.[^83^](#c1-note-0083){#c1-note-0083a} With cybernetics as a
meta-science, it was possible to investigate the common features of
technical, social, and biological
processes.[^84^](#c1-note-0084){#c1-note-0084a} They were analyzed as
open, interactive, and information-processing systems. It was especially
consequential that cybernetics defined control and communication as the
same thing, namely as activities oriented toward informational
feedback.[^85^](#c1-note-0085){#c1-note-0085a} The heterogeneous legacy
of cybernetics and its synonymous treatment of the terms "communication"
and "control" continue to influence information technology and the
internet today.[]{#Page_50 type="pagebreak" title="50"}

The various actors who contributed to the development of the internet
shared a common interest for forms of organ­ization based on the
comprehensive, dynamic, and open exchange of information. Both on the
micro and macro level (and this is decisive at this point),
decentralized and flexible communication technologies were meant to
become the foundation of new organizational models. Militaries feared
attacks on their command and communication centers; academics wanted to
broaden their culture of autonomy, collaboration among peers, and the
free exchange of information; businesses were looking for new areas of
activity; and countercultural activists were longing for new forms of
peaceful coexistence.[^86^](#c1-note-0086){#c1-note-0086a} They all
rejected the bureaucratic model, and the counterculture provided them
with the central catchword for their alternative vision: community.
Though rather difficult to define, it was a powerful and positive term
that somehow promised the opposite of bureaucracy: humanity,
cooperation, horizontality, mutual trust, and consensus. Now, however,
humanity was expected to be reconfigured as a community in cooperation
with and inseparable from machines. And what was yearned for had become
a liberating symbiosis of man and machine, an idea that the author
Richard Brautigan was quick to mock in his poem "All Watched Over by
Machines of Loving Grace" from 1967:

::: {.poem}
::: {.lineGroup}
I like to think (and

the sooner the better!)

of a cybernetic meadow

where mammals and computers

live together in mutually

programming harmony

like pure water

touching clear sky.[^87^](#c1-note-0087){#c1-note-0087a}
:::
:::

Here, Brautigan is ridiculing both the impatience (*the sooner the
better!*) and the naïve optimism (*harmony, clear sky*) of the
countercultural activists. Primarily, he regarded the underlying vision
as an innocent but amusing fantasy and not as a potential threat against
which something had to be done. And there were also reasons to believe
that, ultimately, the new communities would be free from the coercive
nature that []{#Page_51 type="pagebreak" title="51"}had traditionally
characterized the downside of community experiences. It was thought that
the autonomy and freedom of the individual could be regained in and by
means of the community. The conditions for this were that participation
in the community had to be voluntary and that the rules of participation
had to be self-imposed. I will return to this topic in greater detail
below.

In line with their solution-oriented engineering culture and the
results-focused military funders who by and large set the agenda, a
relatively small group of computer scientists now took it upon
themselves to establish the technological foundations for new
institutions. This was not an abstract goal for the distant future;
rather, they wanted to change everyday practices as soon as possible. It
was around this time that advanced technology became the basis of social
communication, which now adopted forms that would have been
inconceivable (not to mention impracticable) without these
preconditions. Of course, effective communication technologies already
existed at the time. Large corporations had begun long before then to
operate their own computing centers. In contrast to the latter, however,
the new infrastructure could also be used by individuals outside of
established institutions and could be implemented for all forms of
communication and exchange. This idea gave rise to a pragmatic culture
of horizontal, voluntary cooperation. The clearest summary of this early
ethos -- which originated at the unusual intersection of military,
academic, and countercultural interests -- was offered by David D.
Clark, a computer scientist who for some time coordinated the
development of technical standards for the internet: "We reject: kings,
presidents and voting. We believe in: rough consensus and running
code."[^88^](#c1-note-0088){#c1-note-0088a}

All forms of classical, formal hierarchies and their methods for
resolving conflicts -- commands (by kings and presidents) and votes --
were dismissed. Implemented in their place was a pragmatics of open
cooperation that was oriented around two guiding principles. The first
was that different views should be discussed without a single individual
being able to block any final decisions. Such was the meaning of the
expression "rough consensus." The second was that, in accordance with
the classical engineering tradition, the focus should remain on concrete
solutions that had to be measured against one []{#Page_52
type="pagebreak" title="52"}another on the basis of transparent
criteria. Such was the meaning of the expression "running code." In
large part, this method was possible because the group oriented around
these principles was, internally, relatively homogeneous: it consisted
of top-notch computer scientists -- all of them men -- at respected
American universities and research centers. For this very reason, many
potential and fundamental conflicts were avoided, at least at first.
This internal homogeneity lends rather dark undertones to their sunny
vision, but this was hardly recognized at the time. Today these
undertones are far more apparent, and I will return to them below.

Not only were technical protocols developed on the basis of these
principles, but organizational forms as well. Along with the Internet
Engineering Task Force (which he directed), Clark created the so-called
Request-for-Comments documents, with which ideas could be presented to
interested members of the community and simultaneous feedback could be
collected in order to work through the ideas in question and thus reach
a rough consensus. If such a consensus could not be reached -- if, for
instance, an idea failed to resonate with anyone or was too
controversial -- then the matter would be dropped. The feedback was
organized as a form of many-to-many communication through email lists,
newsgroups, and online chat systems. This proved to be so effective that
horizontal communication within large groups or between multiple groups
could take place without resulting in chaos. This therefore invalidated
the traditional trend that social units, once they reach a certain size,
would necessarily introduce hierarchical structures for the sake of
reducing complexity and communication. In other words, the foundations
were laid for larger numbers of (changing) people to organize flexibly
and with the aim of building an open consensus. For Manuel Castells,
this combination of organizational flexibility and scalability in size
is the decisive innovation that was enabled by the rise of the network
society.[^89^](#c1-note-0089){#c1-note-0089a} At the same time, however,
this meant that forms of organization spread that could only be possible
on the basis of technologies that have formed (and continue to form)
part of the infrastructure of the internet. Digital technology and the
social activity of individual users were linked together to an
unprecedented extent. Social and cultural agendas were now directly
related []{#Page_53 type="pagebreak" title="53"}to and entangled with
technical design. Each of the four original interest groups -- the
military, scientists, businesses, and the counterculture -- implemented
new technologies to pursue their own projects, which partly complemented
and partly contradicted one another. As we know today, the first three
groups still cooperate closely with each other. To a great extent, this
has allowed the military and corporations, which are willingly supported
by researchers in need of funding, to determine the technology and thus
aspects of the social and cultural agendas that depend on it.

The software developers\' immediate environment experienced its first
major change in the late 1970s. Software, which for many had been a mere
supplement to more expensive and highly specialized hardware, became a
marketable good with stringent licensing restrictions. A new generation
of businesses, led by Bill Gates, suddenly began to label co­operation
among programmers as theft.[^90^](#c1-note-0090){#c1-note-0090a}
Previously it had been par for the course, and above all necessary, for
programmers to share software with one another. The former culture of
horizontal cooperation between developers transformed into a
hierarchical and commercially oriented relation between developers and
users (many of whom, at least at the beginning, had developed programs
of their own). For the first time, copyright came to play an important
role in digital culture. In order to survive in this environment, the
practice of open cooperation had to be placed on a new legal foundation.
Copyright law, which served to separate programmers (producers) from
users (consumers), had to be neutralized or circumvented. The first step
in this direction was taken in 1984 by the activist and programmer
Richard Stallman. Composed by Stallman, the GNU General Public License
was and remains a brilliant hack that uses the letter of copyright law
against its own spirit. This happens in the form of a license that
defines "four freedoms":

1. The freedom to run the program as you wish, for any purpose (freedom
0).
2. The freedom to study how the program works and change it so it does
your computing as you wish (freedom 1).
3. The freedom to redistribute copies so you can help your neighbor
(freedom 2).[]{#Page_54 type="pagebreak" title="54"}
4. The freedom to distribute copies of your modified versions to others
(freedom 3). By doing this you can give the whole community a chance
to benefit from your changes.[^91^](#c1-note-0091){#c1-note-0091a}

Thanks to this license, people who were personally unacquainted and did
not share a common social environment could now cooperate (freedoms 2
and 3) and simultaneously remain autonomous and unrestricted (freedoms 0
and 1). For many, the tension between the need to develop complex
software in large teams and the desire to maintain one\'s own autonomy
represented an incentive to try out new forms of
cooperation.[^92^](#c1-note-0092){#c1-note-0092a}

Stallman\'s influence was at first limited to a small circle of
programmers. In the middle of the 1980s, the goal of developing a
completely free operating system seemed a distant one. Communication
between those interested in doing so was often slow and complicated. In
part, program codes still had to be sent by mail. It was not until the
beginning of the 1990s that students in technical departments at many
universities could access the
internet.[^93^](#c1-note-0093){#c1-note-0093a} One of the first to use
these new opportunities in an innovative way was a Finnish student named
Linus Torvalds. He built upon Stallman\'s work and programmed a kernel,
which, as the most important module of an operating system, governs the
interaction between hardware and software. He published the first free
version of this in 1991 and encouraged anyone interested to give him
feedback.[^94^](#c1-note-0094){#c1-note-0094a} And it poured in.
Torvalds reacted promptly and issued new versions of his software in
quick succession. Instead of understanding his software as a finished
product, he treated it like an open-ended process. This, in turn,
motiv­ated even more developers to participate, because they saw that
their contributions were being adopted swiftly, which led to the
formation of an open community of interested programmers who swapped
ideas over the internet and continued writing software. In order to
maintain an overview of the different versions of the program, which
appeared in parallel with one another, it soon became necessary to
employ specialized platforms. The fusion of social processes --
horizontal and voluntary cooperation among developers -- and
technological platforms, which enabled this form of cooperation
[]{#Page_55 type="pagebreak" title="55"}by providing archives, filter
functions, and search capabil­ities that made it possible to organize
large amounts of data, was thus advanced even further. The programmers
were no longer primarily working on the development of the internet
itself, which by then was functioning quite reliably, but were rather
using the internet to apply their cooperative principles to other
arenas. By the end of the 1990s, the free-software movement had
established a new, internet-based form of organization and had
demonstrated its efficiency in practice: horizontal, informal
communities of actors -- voluntary, autonomous, and focused on a common
interest -- that, on the basis of high-tech infrastructure, could
include thousands of people without having to create formal hierarchies.
:::
:::

::: {.section}
From the Margins to the Center of Society {#c1-sec-0013}
-----------------------------------------

It was around this same time that the technologies in question, which
were already no longer very new, entered mainstream society. Within a
few years, the internet became part of everyday life. Three years before
the turn of the millennium, only about 6 percent of the entire German
population used the internet, often only occasionally. Three years after
the millennium, the number of users already exceeded 53 percent. Since
then, this share has increased even further. In 2014, it was more than
97 percent for people under the age of
40.[^95^](#c1-note-0095){#c1-note-0095a} Parallel to these developments,
data transfer rates increased considerably, broadband connections ousted
the need for dial-up modems, and the internet was suddenly "here" and no
longer "there." With the spread of mobile devices, especially since the
year 2007 when the first iPhone was introduced, digital communication
became available both extensively and continuously. Since then, the
internet has been ubiquitous. The amount of time that users spend online
has increased and, with the rapid ascent of social mass media such as
Facebook, people have been online in almost every situation and
circumstance in life.[^96^](#c1-note-0096){#c1-note-0096a} The internet,
like water or electricity, has become for many people a utility that is
simply taken for granted.

In a BBC survey from 2010, 80 percent of those polled believed that
internet access -- a precondition for participating []{#Page_56
type="pagebreak" title="56"}in the now dominant digital condition --
should be regarded as a fundamental human right. This idea was most
popular in South Korea (96 percent) and Mexico (94 percent), while in
Germany at least 72 percent were of the same
opinion.[^97^](#c1-note-0097){#c1-note-0097a}

On the basis of this new infrastructure, which is now relevant in all
areas of life, the cultural developments described above have been
severed from the specific historical conditions from which they emerged
and have permeated society as a whole. Expressivity -- the ability to
communicate something "unique" -- is no longer a trait of artists and
know­ledge workers alone, but rather something that is required by an
increasingly broader stratum of society and is already being taught in
schools. Users of social mass media must produce (themselves). The
development of specific, differentiated identities and the demand that
each be treated equally are no longer promoted exclusively by groups who
have to struggle against repression, existential threats, and
marginalization, but have penetrated deeply into the former mainstream,
not least because the present forms of capitalism have learned to profit
from the spread of niches and segmentation. When even conservative
parties have abandoned the idea of a "leading culture," then cultural
differences can no longer be classified by enforcing an absolute and
indisputable hierarchy, the top of which is occupied by specific
(geographical and cultural) centers. Rather, a space has been opened up
for endless negotiations, a space in which -- at least in principle --
everything can be called into question. This is not, of course, a
peaceful and egalitarian process. In addition to the practical hurdles
that exist in polarizing societies, there are also violent backlashes
and new forms of fundamentalism that are attempting once again to remove
certain religious, social, cultural, or political dimensions of
existence from the discussion. Yet these can only be understood in light
of a sweeping cultural transformation that has already reached
mainstream society.[^98^](#c1-note-0098){#c1-note-0098a} In other words,
the digital condition has become quotidian and dominant. It forms a
cultural constellation that determines all areas of life, and its
characteristic features are clearly recognizable. These will be the
focus of the next chapter.[]{#Page_57 type="pagebreak" title="57"}
:::

::: {.section .notesSet type="rearnotes"}
[]{#notesSet}Notes {#c1-ntgp-9999}
------------------

::: {.section .notesList}
[1](#c1-note-0001a){#c1-note-0001}  Kathrin Passig and Sascha Lobo,
*Internet: Segen oder Fluch* (Berlin: Rowohlt, 2012) \[--trans.\].

[2](#c1-note-0002a){#c1-note-0002}  The expression "heteronormatively
behaving" is used here to mean that, while in the public eye, the
behavior of the people []{#Page_177 type="pagebreak" title="177"}in
question conformed to heterosexual norms regardless of their personal
sexual orientations.

[3](#c1-note-0003a){#c1-note-0003}  No order is ever entirely closed
off. In this case, too, there was also room for exceptions and for
collective moments of greater cultural multiplicity. That said, the
social openness of the end of the 1920s, for instance, was restricted to
particular milieus within large cities and was accordingly short-lived.

[4](#c1-note-0004a){#c1-note-0004}  Fritz Machlup, *The Political
Economy of Monopoly: Business, Labor and Government Policies*
(Baltimore, MD: The Johns Hopkins University Press, 1952).

[5](#c1-note-0005a){#c1-note-0005}  Machlup was a student of Ludwig von
Mises, the most influential representative of this radically
individualist school. See Hans-Hermann Hoppe, "Die Österreichische
Schule und ihre Bedeutung für die moderne Wirtschaftswissenschaft," in
Karl-Dieter Grüske (ed.), *Die Gemeinwirtschaft: Kommentarband zur
Neuauflage von Ludwig von Mises' "Die Gemeinwirtschaft"* (Düsseldorf:
Verlag Wirtschaft und Finanzen, 1996), pp. 65--90.

[6](#c1-note-0006a){#c1-note-0006}  Fritz Machlup, *The Production and
Distribution of Knowledge in the United States* (New York: John Wiley &
Sons, 1962).

[7](#c1-note-0007a){#c1-note-0007}  The term "knowledge worker" had
already been introduced to the discussion a few years before; see Peter
Drucker, *Landmarks of Tomorrow: A Report on the New* (New York: Harper,
1959).

[8](#c1-note-0008a){#c1-note-0008}  Peter Ecker, "Die
Verwissenschaftlichung der Industrie: Zur Geschichte der
Industrieforschung in den europäischen und amerikanischen
Elektrokonzernen 1890--1930," *Zeitschrift für Unternehmensgeschichte*
35 (1990): 73--94.

[9](#c1-note-0009a){#c1-note-0009}  Edward Bernays was the son of
Sigmund Freud\'s sister Anna and Ely Bernays, the brother of Freud\'s
wife, Martha Bernays.

[10](#c1-note-0010a){#c1-note-0010}  Edward L. Bernays, *Propaganda*
(New York: Horace Liverlight, 1928).

[11](#c1-note-0011a){#c1-note-0011}  James Beniger, *The Control
Revolution: Technological and Economic Origins of the Information
Society* (Cambridge, MA: Harvard University Press, 1986), p. 350.

[12](#c1-note-0012a){#c1-note-0012}  Norbert Wiener, *Cybernetics: Or
Control and Communication in the Animal and the Machine* (New York: J.
Wiley, 1948).

[13](#c1-note-0013a){#c1-note-0013}  Daniel Bell, *The Coming of
Post-Industrial Society: A Venture in Social Forecasting* (New York:
Basic Books, 1973).

[14](#c1-note-0014a){#c1-note-0014}  Simon Nora and Alain Minc, *The
Computerization of Society: A Report to the President of France*
(Cambridge, MA: MIT Press, 1980).

[15](#c1-note-0015a){#c1-note-0015}  Manuel Castells, *The Rise of the
Network Society* (Oxford: Blackwell, 1996).

[16](#c1-note-0016a){#c1-note-0016}  Hans-Dieter Kübler, *Mythos
Wissensgesellschaft: Gesellschaft­licher Wandel zwischen Information,
Medien und Wissen -- Eine Einführung* (Wiesbaden: Verlag für
Sozialwissenschaften, 2009).[]{#Page_178 type="pagebreak" title="178"}

[17](#c1-note-0017a){#c1-note-0017}  Luc Boltanski and Ève Chiapello,
*The New Spirit of Capitalism*, trans. Gregory Elliott (London: Verso,
2005).

[18](#c1-note-0018a){#c1-note-0018}  Michael Piore and Charles Sabel,
*The Second Industrial Divide: Possibilities of Prosperity* (New York:
Basic Books, 1984).

[19](#c1-note-0019a){#c1-note-0019}  Castells, *The Rise of the Network
Society*. For a critical evaluation of Castells\'s work, see Felix
Stalder, *Manuel Castells and the Theory of the Network Society*
(Cambridge: Polity, 2006).

[20](#c1-note-0020a){#c1-note-0020}  "UK Creative Industries Mapping
Documents" (1998); quoted from Terry Flew, *The Creative Industries:
Culture and Policy* (Los Angeles, CA: Sage, 2012), pp. 9--10.

[21](#c1-note-0021a){#c1-note-0021}  The rise of the creative
industries, and the hope that they inspired among politicians, did not
escape criticism. Among the first works to draw attention to the
precarious nature of working in such industries was Angela McRobbie\'s
*British Fashion Design: Rag Trade or Image Industry?* (New York:
Routledge, 1998).

[22](#c1-note-0022a){#c1-note-0022}  This definition is not without a
degree of tautology, given that economic growth is based on talent,
which itself is defined by its ability to create new jobs; that is,
economic growth. At the same time, he employs the term "talent" in an
extremely narrow sense. Apparently, if something has nothing to do with
job creation, it also has nothing to do with talent or creativity. All
forms of creativity are thus measured and compared according to a common
criterion.

[23](#c1-note-0023a){#c1-note-0023}  Richard Florida, *Cities and the
Creative Class* (New York: Routledge, 2005), p. 5.

[24](#c1-note-0024a){#c1-note-0024}  One study has reached the
conclusion that, despite mass participation, "a new form of
communicative elite has developed, namely digitally and technically
versed actors who inform themselves in this way, exchange ideas and thus
gain influence. For them, the possibilities of platforms mainly
represent an expansion of useful tools. Above all, the dissemination of
digital technology makes it easier for versed and highly networked
individuals to convey their news more simply -- and, for these groups of
people, it lowers the threshold for active participation." Michael
Bauer, "Digitale Technologien und Partizipation," in Clara Landler et
al. (eds), *Netzpolitik in Österreich: Internet, Macht, Menschenrechte*
(Krems: Donau-Universität Krems, 2013), pp. 219--24, at 224
\[--trans.\].

[25](#c1-note-0025a){#c1-note-0025}  Boltanski and Chiapello, *The New
Spirit of Capitalism*.

[26](#c1-note-0026a){#c1-note-0026}  According to Wikipedia,
"Heteronormativity is the belief that people fall into distinct and
complementary genders (man and woman) with natural roles in life. It
assumes that heterosexuality is the only sexual orientation or only
norm, and states that sexual and marital relations are most (or only)
fitting between people of opposite sexes."[]{#Page_179 type="pagebreak"
title="179"}

[27](#c1-note-0027a){#c1-note-0027}  Jannis Plastargias, *RotZSchwul:
Der Beginn einer Bewegung (1971--1975)* (Berlin: Querverlag, 2015).

[28](#c1-note-0028a){#c1-note-0028}  Helmut Ahrens et al. (eds),
*Tuntenstreit: Theoriediskussion der Homosexuellen Aktion Westberlin*
(Berlin: Rosa Winkel, 1975), p. 4.

[29](#c1-note-0029a){#c1-note-0029}  Susanne Regener and Katrin Köppert
(eds), *Privat/öffentlich: Mediale Selbstentwürfe von Homosexualität*
(Vienna: Turia + Kant, 2013).

[30](#c1-note-0030a){#c1-note-0030}  Such, for instance, was the
assessment of Manfred Bruns, the spokesperson for the Lesbian and Gay
Association in Germany, in his text "Schwulenpolitik früher" (link no
longer active). From today\'s perspective, however, the main problem
with this event was the unclear position of the Green Party with respect
to pedophilia. See Franz Walter et al. (eds), *Die Grünen und die
Pädosexualität: Eine bundesdeutsche Geschichte* (Göttingen: Vandenhoeck
& Ruprecht, 2014).

[31](#c1-note-0031a){#c1-note-0031}  "AIDS: Tödliche Seuche," *Der
Spiegel* 23 (1983) \[--trans.\].

[32](#c1-note-0032a){#c1-note-0032}  Quoted from Frank Niggemeier, "Gay
Pride: Schwules Selbst­bewußtsein aus dem Village," in Bernd Polster
(ed.), *West-Wind: Die Amerikanisierung Europas* (Cologne: Dumont,
1995), pp. 179--87, at 184 \[--trans.\].

[33](#c1-note-0033a){#c1-note-0033}  Quoted from Regener and Köppert,
*Privat/öffentlich*, p. 7 \[--trans.\].

[34](#c1-note-0034a){#c1-note-0034}  Hans-Peter Buba and László A.
Vaskovics, *Benachteiligung gleichgeschlechtlich orientierter Personen
und Paare: Studie im Auftrag des Bundesministerium der Justiz* (Cologne:
Bundes­anzeiger, 2001).

[35](#c1-note-0035a){#c1-note-0035}  This process of internal
differentiation has not yet reached its conclusion, and thus the
acronyms have become longer and longer: LGBPTTQQIIAA+ stands for
lesbian, gay, bisexual, pansexual, transgender, transsexual, queer,
questioning, intersex, intergender, asexual, ally.
[36](#c1-note-0036a){#c1-note-0036}  Judith Butler, *Gender Trouble:
Feminism and the Subversion of Identity* (New York: Routledge, 1989).

[37](#c1-note-0037a){#c1-note-0037}  Andreas Krass, "Queer Studies: Eine
Einführung," in Krass (ed.), *Queer denken: Gegen die Ordnung der
Sexualität* (Frankfurt am Main: Suhrkamp, 2003), pp. 7--27.

[38](#c1-note-0038a){#c1-note-0038}  Edward W. Said, *Orientalism* (New
York: Vintage Books, 1978).

[39](#c1-note-0039a){#c1-note-0039}  Kark August Wittfogel, *Oriental
Despotism: A Comparative Study of Total Power* (New Haven, CT: Yale
University Press, 1957).

[40](#c1-note-0040a){#c1-note-0040}  Silke Förschler, *Bilder des Harem:
Medienwandel und kultereller Austausch* (Berlin: Reimer, 2010).

[41](#c1-note-0041a){#c1-note-0041}  The selection and effectiveness of
these images is not a coincidence. Camel was one of the first brands of
cigarettes for []{#Page_180 type="pagebreak" title="180"}which
advertising, in the sense described above, was used in a systematic
manner.

[42](#c1-note-0042a){#c1-note-0042}  This would not exclude feelings of
regret about the loss of an exotic and romantic way of life, such as
those of T. E. Lawrence, whose activities in the Near East during the
First World War were memorialized in the film *Lawrence of Arabia*
(1962).

[43](#c1-note-0043a){#c1-note-0043}  Said has often been criticized,
however, for portraying orientalism so dominantly that there seems to be
no way out of the existing dependent relations. For an overview of the
debates that Said has instigated, see María do Mar Castro Varela and
Nikita Dhawan, *Postkoloniale Theorie: Eine kritische Ein­führung*
(Bielefeld: Transcript, 2005), pp. 37--46.

[44](#c1-note-0044a){#c1-note-0044}  "Migration führt zu 'hybrider'
Gesellschaft" (an interview with Homi K. Bhabha), *ORF Science*
(November 9, 2007), online \[--trans.\].

[45](#c1-note-0045a){#c1-note-0045}  Homi K. Bhabha, *The Location of
Culture* (New York: Routledge, 1994), p. 4.

[46](#c1-note-0046a){#c1-note-0046}  Elisabeth Bronfen and Benjamin
Marius, "Hybride Kulturen: Einleitung zur anglo-amerikanischen
Multikulturismusdebatte," in Bronfen et al. (eds), *Hybride Kulturen*
(Tübingen: Stauffenburg), pp. 1--30, at 8 \[--trans.\].

[47](#c1-note-0047a){#c1-note-0047}  "What Is Postcolonial Thinking? An
Interview with Achille Mbembe," *Eurozine* (December 2006), online.

[48](#c1-note-0048a){#c1-note-0048}  Migrants have always created their
own culture, which deals in various ways with the experience of
migration itself, but non-migrant populations have long tended to ignore
this. Things have now begun to change in this regard, for instance
through Imra Ayata and Bülent Kullukcu\'s compilation of songs by the
Turkish diaspora of the 1970s and 1980s: *Songs of Gastarbeiter*
(Munich: Trikont, 2013).

[49](#c1-note-0049a){#c1-note-0049}  The conference programs can be
found at: \<\>.

[50](#c1-note-0050a){#c1-note-0050}  "Deutschland entwickelt sich zu
einem attraktiven Einwanderungsland für hochqualifizierte Zuwanderer,"
press release by the CDU/CSU Alliance in the German Parliament (June 4,
2014), online \[--trans.\].

[51](#c1-note-0051a){#c1-note-0051}  Andreas Reckwitz, *Die Erfindung
der Kreativität: Zum Prozess gesellschaftlicher Ästhetisierung* (Berlin:
Suhrkamp, 2011), p. 180 \[--trans.\]. An English translation of this
book is forthcoming: *The Invention of Creativity: Modern Society and
the Culture of the New*, trans. Steven Black (Cambridge: Polity, 2017).

[52](#c1-note-0052a){#c1-note-0052}  Gert Selle, *Geschichte des Design
in Deutschland* (Frankfurt am Main: Campus, 2007).

[53](#c1-note-0053a){#c1-note-0053}  "Less Is More: The Design Ethos of
Dieter Rams," *SFMOMA* (June 29, 2011), online.[]{#Page_181
type="pagebreak" title="181"}

[54](#c1-note-0054a){#c1-note-0054}  The cybernetic perspective was
introduced to the field of design primarily by Buckminster Fuller. See
Diedrich Diederichsen and Anselm Franke, *The Whole Earth: California
and the Disappearance of the Outside* (Berlin: Sternberg, 2013).

[55](#c1-note-0055a){#c1-note-0055}  Clive Dilnot, "Design as a Socially
Significant Activity: An Introduction," *Design Studies* 3/3 (1982):
139--46.

[56](#c1-note-0056a){#c1-note-0056}  Victor J. Papanek, *Design for the
Real World: Human Ecology and Social Change* (New York: Pantheon, 1972),
p. 2.

[57](#c1-note-0057a){#c1-note-0057}  Reckwitz, *Die Erfindung der
Kreativität*.

[58](#c1-note-0058a){#c1-note-0058}  B. Joseph Pine and James H.
Gilmore, *The Experience Economy: Work Is Theater and Every Business Is
a Stage* (Boston, MA: Harvard Business School Press, 1999), p. ix (the
emphasis is original).

[59](#c1-note-0059a){#c1-note-0059}  Mona El Khafif, *Inszenierter
Urbanismus: Stadtraum für Kunst, Kultur und Konsum im Zeitalter der
Erlebnisgesellschaft* (Saarbrücken: VDM Verlag Dr. Müller, 2013).

[60](#c1-note-0060a){#c1-note-0060}  Konrad Becker and Martin Wassermair
(eds), *Phantom Kulturstadt* (Vienna: Löcker, 2009).

[61](#c1-note-0061a){#c1-note-0061}  See, for example, Andres Bosshard,
*Stadt hören: Klang­spaziergänge durch Zürich* (Zurich: NZZ Libro,
2009).

[62](#c1-note-0062a){#c1-note-0062}  "An alternate realty game (ARG),"
according to Wikipedia, "is an interactive networked narrative that uses
the real world as a platform and employs transmedia storytelling to
deliver a story that may be altered by players\' ideas or actions."

[63](#c1-note-0063a){#c1-note-0063}  Eric von Hippel, *Democratizing
Innovation* (Cambridge, MA: MIT Press, 2005).

[64](#c1-note-0064a){#c1-note-0064}  It is often the case that the
involvement of users simply serves to increase the efficiency of
production processes and customer service. Many activities that were
once undertaken at the expense of businesses now have to be carried out
by the customers themselves. See Günter Voss, *Der arbeitende Kunde:
Wenn Konsumenten zu unbezahlten Mitarbeitern werden* (Frankfurt am Main:
Campus, 2005).

[65](#c1-note-0065a){#c1-note-0065}  Beniger, *The Control Revolution*,
pp. 411--16.

[66](#c1-note-0066a){#c1-note-0066}  Louis Althusser, "Ideology and
Ideological State Apparatuses (Notes towards an Investigation)," in
Althusser, *Lenin and Philosophy and Other Essays*, trans. Ben Brewster
(New York: Monthly Review Press, 1971), pp. 127--86.

[67](#c1-note-0067a){#c1-note-0067}  Florian Becker et al. (eds),
*Gramsci lesen! Einstiege in die Gefängnis­hefte* (Hamburg: Argument,
2013), pp. 20--35.

[68](#c1-note-0068a){#c1-note-0068}  Guy Debord, *The Society of the
Spectacle*, trans. Fredy Perlman and Jon Supak (Detroit: Black & Red,
1977).

[69](#c1-note-0069a){#c1-note-0069}  Derrick de Kerckhove, "McLuhan and
the Toronto School of Communication," *Canadian Journal of
Communication* 14/4 (1989): 73--9.[]{#Page_182 type="pagebreak"
title="182"}

[70](#c1-note-0070a){#c1-note-0070}  Marshall McLuhan, *Understanding
Media: The Extensions of Man* (New York: McGraw-Hill, 1964).

[71](#c1-note-0071a){#c1-note-0071}  Nam Jun Paik, "Exposition of Music
-- Electronic Television" (leaflet accompanying the exhibition). Quoted
from Zhang Ga, "Sounds, Images, Perception and Electrons," *Douban*
(March 3, 2016), online.

[72](#c1-note-0072a){#c1-note-0072}  Laura R. Linder, *Public Access
Television: America\'s Electronic Soapbox* (Westport, CT: Praeger,
1999).

[73](#c1-note-0073a){#c1-note-0073}  Hans Magnus Enzensberger,
"Constituents of a Theory of the Media," in Noah Wardrip-Fruin and Nick
Montfort (eds), *The New Media Reader* (Cambridge, MA: MIT Press, 2003),
pp. 259--75.

[74](#c1-note-0074a){#c1-note-0074}  Paul Groot, "Rabotnik TV,"
*Mediamatic* 2/3 (1988), online.

[75](#c1-note-0075a){#c1-note-0075}  Inke Arns, "Social Technologies:
Deconstruction, Subversion and the Utopia of Democratic Communication,"
*Medien Kunst Netz* (2004), online.

[76](#c1-note-0076a){#c1-note-0076}  The term was coined at a series of
conferences titled The Next Five Minutes (N5M), which were held in
Amsterdam from 1993 to 2003. See \<\>.

[77](#c1-note-0077a){#c1-note-0077}  Mark Dery, *Culture Jamming:
Hacking, Slashing and Sniping in the Empire of Signs* (Westfield: Open
Media, 1993); Luther Blisset et al., *Handbuch der
Kommunikationsguerilla*, 5th edn (Berlin: Assoziationen A, 2012).

[78](#c1-note-0078a){#c1-note-0078}  Critical Art Ensemble, *Electronic
Civil Disobedience and Other Unpopular Ideas* (New York: Autonomedia,
1996).

[79](#c1-note-0079a){#c1-note-0079}  Today this method is known as a
"distributed denial of service attack" (DDOS).

[80](#c1-note-0080a){#c1-note-0080}  Max Weber, *Economy and Society: An
Outline of Interpretive Sociology*, trans. Guenther Roth and Claus
Wittich (Berkeley, CA: University of California Press, 1978), pp. 26--8.

[81](#c1-note-0081a){#c1-note-0081}  Ernst Friedrich Schumacher, *Small
Is Beautiful: Economics as if People Mattered*, 8th edn (New York:
Harper Perennial, 2014).

[82](#c1-note-0082a){#c1-note-0082}  Fred Turner, *From Counterculture
to Cyberculture: Stewart Brand, the Whole Earth Movement and the Rise of
Digital Utopianism* (Chicago, IL: University of Chicago Press, 2006), p.
21. In this regard, see also the documentary films *Das Netz* by Lutz
Dammbeck (2003) and *All Watched Over by Machines of Loving Grace* by
Adam Curtis (2011).

[83](#c1-note-0083a){#c1-note-0083}  It was possible to understand
cybernetics as a language of free markets or also as one of centralized
planned economies. See Slava Gerovitch, *From Newspeak to Cyberspeak: A
History of Soviet Cybernetics* (Cambridge, MA: MIT Press, 2002). The
great interest of Soviet scientists in cybernetics rendered the term
rather suspicious in the West, where it was disassociated from
artificial intelligence.[]{#Page_183 type="pagebreak" title="183"}

[84](#c1-note-0084a){#c1-note-0084}  Claus Pias, "The Age of
Cybernetics," in Pias (ed.), *Cybernetics: The Macy Conferences
1946--1953* (Zurich: Diaphanes, 2016), pp. 11--27.

[85](#c1-note-0085a){#c1-note-0085}  Norbert Wiener, one of the
cofounders of cybernetics, explained this as follows in 1950: "In giving
the definition of Cybernetics in the original book, I classed
communication and control together. Why did I do this? When I
communicate with another person, I impart a message to him, and when he
communicates back with me he returns a related message which contains
information primarily accessible to him and not to me. When I control
the actions of another person, I communicate a message to him, and
although this message is in the imperative mood, the technique of
communication does not differ from that of a message of fact.
Furthermore, if my control is to be effective I must take cognizance of
any messages from him which may indicate that the order is understood
and has been obeyed." Norbert Wiener, *The Human Use of Human Beings:
Cybernetics and Society*, 2nd edn (London: Free Association Books,
1989), p. 16.

[86](#c1-note-0086a){#c1-note-0086}  Though presented here as distinct,
these interests could in fact be held by one and the same person. In
*From Counterculture to Cyberculture*, for instance, Turner discusses
countercultural entrepreneurs.
[87](#c1-note-0087a){#c1-note-0087}  Richard Brautigan, "All Watched
Over by Machines of Loving Grace," in *All Watched Over by Machines of
Loving Grace*, by Brautigan (San Francisco: The Communication Company,
1967).

[88](#c1-note-0088a){#c1-note-0088}  David D. Clark, "A Cloudy Crystal
Ball: Visions of the Future," *Internet Engineering Taskforce* (July
1992), online.

[89](#c1-note-0089a){#c1-note-0089}  Castells, *The Rise of the Network
Society*.

[90](#c1-note-0090a){#c1-note-0090}  Bill Gates, "An Open Letter to
Hobbyists," *Homebrew Computer Club Newsletter* 2/1 (1976): 2.

[91](#c1-note-0091a){#c1-note-0091}  Richard Stallman, "What Is Free
Software?", *GNU Operating System*, online.

[92](#c1-note-0092a){#c1-note-0092}  The fundamentally cooperative
nature of programming was recognized early on. See Gerald M. Weinberg,
*The Psychology of Computer Programming*, rev. edn (New York: Dorset
House, 1998 \[originally published in 1971\]).

[93](#c1-note-0093a){#c1-note-0093}  On the history of free software,
see Volker Grassmuck, *Freie Software: Zwischen Privat- und
Gemeineigentum* (Berlin: Bundeszentrale für politische Bildung, 2002).

[94](#c1-note-0094a){#c1-note-0094}  In his first email on the topic, he
wrote: "Hello everybody out there \[...\]. I'm doing a (free) operating
system (just a hobby, won\'t be big and professional like gnu) \[...\].
This has been brewing since April, and is starting to get ready. I\'d
like any feedback on things people like/dislike." Linus Torvalds, "What
[]{#Page_184 type="pagebreak" title="184"}Would You Like to See Most in
Minix," *Usenet Group* (August 1991), online.

[95](#c1-note-0095a){#c1-note-0095}  ARD/ZDF, "Onlinestudie" (2015),
online.

[96](#c1-note-0096a){#c1-note-0096}  From 1997 to 2003, the average use
of online media in Germany climbed from 76 to 138 minutes per day, and
by 2013 it reached 169 minutes. Over the same span of time, the average
frequency of use increased from 3.3 to 4.4 days per week, and by 2013 it
was 5.8. From 2007 to 2013, the percentage of people who were members of
private social networks like Facebook grew from 15 percent to 46
percent. Of these, nearly 60 percent -- around 19 million people -- used
such services on a daily basis. The source of this information is the
article cited in the previous note.

[97](#c1-note-0097a){#c1-note-0097}  "Internet Access Is 'a Fundamental
Right'," *BBC News* (8 March 2010), online.

[98](#c1-note-0098a){#c1-note-0098}  Manuel Castells, *The Power of
Identity* (Oxford: Blackwell, 1997), pp. 7--22.
:::
:::

[II]{.chapterNumber} [Forms]{.chapterTitle} {#c2}

::: {.section}
With the emergence of the internet around the turn of the millennium as
an omnipresent infrastructure for communication and coordination,
previously independent cultural developments began to spread beyond
their specific original contexts, mutually influencing and enhancing one
another, and becoming increasingly intertwined. Out of a disconnected
conglomeration of more or less marginalized practices, a new and
specific cultural environment thus took shape, usurping or marginalizing
an ever greater variety of cultural constellations. The following
discussion will focus on three *forms* of the digital condition; that
is, on those formal qualities that (notwithstanding all of its internal
conflicts and contradictions) lend a particular shape to this cultural
environment as a whole: *referentiality*, *communality*, and
*algorithmicity*. It is only because most of the cultural processes
operating under the digital condition are characterized by common formal
features such as these that it is reasonable to speak of the digital
condition in the singular.

"Referentiality" is a method with which individuals can inscribe
themselves into cultural processes and constitute themselves as
producers. Understood as shared social meaning, the arena of culture
entails that such an undertaking cannot be limited to the individual.
Rather, it takes place within a larger framework whose existence and
development depend on []{#Page_58 type="pagebreak" title="58"}communal
formations. "Algorithmicity" denotes those aspects of cultural processes
that are (pre-)arranged by the activities of machines. Algorithms
transform the vast quantities of data and information that characterize
so many facets of present-day life into dimensions and formats that can
be registered by human perception. It is impossible to read the content
of billions of websites. Therefore we turn to services such as Google\'s
search algorithm, which reduces the data flood ("big data") to a
manageable amount and translates it into a format that humans can
understand ("small data"). Without them, human beings could not
comprehend or do anything within a culture built around digital
technologies, but they influence our understanding and activity in an
ambivalent way. They create new dependencies by pre-sorting and making
the (informational) world available to us, yet simultaneously ensure our
autonomy by providing the preconditions that enable us to act.
:::

::: {.section}
Referentiality {#c2-sec-0002}
--------------

In the digital condition, one of the methods (if not *the* most
fundamental method) enabling humans to participate -- alone or in groups
-- in the collective negotiation of meaning is the system of creating
references. In a number of arenas, referential processes play an
important role in the assignment of both meaning and form. According to
the art historian André Rottmann, for instance, "one might claim that
working with references has in recent years become the dominant
production-aesthetic model in contemporary
art."[^1^](#c2-note-0001){#c2-note-0001a} This burgeoning engagement
with references, however, is hardly restricted to the world of
contemporary art. Referentiality is a feature of many processes that
encompass the operations of various genres of professional and everyday
culture. In its essence, it is the use of materials that are already
equipped with meaning -- as opposed to so-called raw material -- to
create new meanings. The referential techniques used to achieve this are
extremely diverse, a fact reflected in the numerous terms that exist to
describe them: re-mix, re-make, re-enactment, appropriation, sampling,
meme, imitation, homage, tropicália, parody, quotation, post-production,
re-performance, []{#Page_59 type="pagebreak" title="59"}camouflage,
(non-academic) research, re-creativity, mashup, transformative use, and
so on.

These processes have two important aspects in common: the
recognizability of the sources and the freedom to deal with them however
one likes. The first creates an internal system of references from which
meaning and aesthetics are derived in an essential
manner.[^2^](#c2-note-0002){#c2-note-0002a} The second is the
precondition enabling the creation of something that is both new and on
the same level as the re-used material. This represents a clear
departure from the historical--critical method, which endeavors to embed
a source in its original context in order to re-determine its meaning,
but also a departure from classical forms of rendition such as
translations, adaptations (for instance, adapting a book for a film), or
cover versions, which, though they translate a work into another
language or medium, still attempt to preserve its original meaning.
Re-mixes produced by DJs are one example of the referential treatment of
source material. In his book on the history of DJ culture, the
journalist Ulf Poschardt notes: "The remixer isn\'t concerned with
salvaging authenticity, but with creating a new
authenticity."[^3^](#c2-note-0003){#c2-note-0003a} For instead of
distancing themselves from the past, which would follow the (Western)
logic of progress or the spirit of the avant-garde, these processes
refer explicitly to precursors and to existing material. In one and the
same gesture, both one\'s own new position and the context and cultural
tradition that is being carried on in one\'s own work are constituted
performatively; that is, through one\'s own activity in the moment. I
will discuss this phenomenon in greater depth below.

To work with existing cultural material is, in itself, nothing new. In
modern montages, artists likewise drew upon available texts, images, and
treated materials. Yet there is an important difference: montages were
concerned with bringing together seemingly incongruous but stable
"finished pieces" in a more or less unmediated and fragmentary manner.
This is especially clear in the collages by the Dadaists or in
Expressionist literature such as Alfred Döblin\'s *Berlin
Alexanderplatz*. In these works, the experience of Modernity\'s many
fractures -- its fragmentation and turmoil -- was given a new aesthetic
form. In his reference to montages, Adorno thus observed that the
"negation of synthesis becomes a principle []{#Page_60 type="pagebreak"
title="60"}of form."[^4^](#c2-note-0004){#c2-note-0004a} At least for a
brief moment, he considered them an adequate expression for the
impossibility of reconciling the contradictions of capitalist culture.
Influenced by Adorno, the literary theorist Peter Bürger went so far as
to call the montage the true "paradigm of
modernity."[^5^](#c2-note-0005){#c2-note-0005a} In today\'s referential
processes, on the contrary, pieces are not brought together as much as
they are integrated into one another by being altered, adapted, and
transformed. Unlike the older arrangement, it is not the fissures
between elements that are foregrounded but rather their synthesis in the
present. Conchita Wurst, the bearded diva, is not torn between two
conflicting poles. Rather, she represents a successful synthesis --
something new and harmonious that distinguishes itself by showcasing
elements of the old order (man/woman) and simultaneously transcending
them.

This synthesis, however, is usually just temporary, for at any time it
can itself serve as material for yet another rendering. Of course, this
is far easier to pull off with digital objects than with analog objects,
though these categories have become increasingly porous and thus
increasingly problematic as opposites. More and more objects exist both
in an analog and in a digital form. Think of photographs and slides,
which have become so easy to digitalize. Even three-dimensional objects
can now be scanned and printed. In the future, programmable materials
with controllable and reversible features will cause the difference
between the two domains to vanish: analog is becoming more and more
digital.

Montages and referential processes can only become widespread methods
if, in a given society, cultural objects are available in three
different respects. The first is economic and organizational: they must
be affordable and easily accessible. Whoever is unable to afford books
or get hold of them by some other means will not be able to reconfigure
any texts. The second is cultural: working with cultural objects --
which can always create deviations from the source in unpredictable ways
-- must not be treated as taboo or illegal, but rather as an everyday
activity without any special preconditions. It is much easier to
manipulate a text from a secular newspaper than one from a religious
canon. The third is material: it must be possible to use the material
and to change it.[^6[]{#Page_61 type="pagebreak"
title="61"}^](#c2-note-0006){#c2-note-0006a}

In terms of this third form of availability, montages differ from
referential processes, for cultural objects can be integrated into one
another -- instead of simply being placed side by side -- far more
readily when they are digitally coded. Information is digitally coded
when it is stored by means of a limited system of discrete (that is,
separated by finite intervals or distances) signs that are meaningless
in themselves. This allows information to be copied from one carrier to
another without any loss and it allows the respective signs, whether
individually or in groups, to be arranged freely. Seen in this way,
digital coding is not necessarily bound to computers but can rather be
realized with all materials: a mosaic is a digital process in which
information is coded by means of variously colored tiles, just as a
digital image consists of pixels. In the case of the mosaic, of course,
the resolution is far lower. Alphabetic writing is a form of coding
linguistic information by means of discrete signs that are, in
themselves, meaningless. Consequently, Florian Cramer has argued that
"every form of literature that is recorded alphabetically and not based
on analog parameters such as ideograms or orality is already digital in
that it is stored in discrete
signs."[^7^](#c2-note-0007){#c2-note-0007a} However, the specific
features of the alphabet, as Marshall McLuhan repeatedly underscored,
did not fully develop until the advent of the printing
press.[^8^](#c2-note-0008){#c2-note-0008a} It was the printing press, in
other words, that first abstracted written signs from analog handwriting
and transformed them into standardized symbols that could be repeated
without any loss of information. In this practical sense, the printing
press made writing digital, with the result that dealing with texts soon
became radically different.

::: {.section}
### Information overload 1.0 {#c2-sec-0003}

The printing press made texts available in the three respects mentioned
above. For one thing, their number increased rapidly, while their price
significantly sank. During the first two generations after Gutenberg\'s
invention -- that is, between 1450 and 1500 -- more books were produced
than during the thousand years
before.[^9^](#c2-note-0009){#c2-note-0009a} And that was just the
beginning. Dealing with books and their content changed from the ground
up. In manuscript culture, every new copy represented a potential
degradation of the original, and therefore []{#Page_62 type="pagebreak"
title="62"}the oldest sources (those that had undergone as little
corruption as possible) were valued above all. With the advent of print
culture, the idea took hold that texts could be improved by the process
of editing, not least because the availability of old sources, through
reprints and facsimiles, had also improved dramatically. Pure
reproduction was mechanized and overcome as a cultural challenge.

According to the historian Elizabeth Eisenstein, one of the first
consequences of the greatly increased availability of the printed book
was that it overcame the "tyranny of major authorities, which was common
in small libraries."[^10^](#c2-note-0010){#c2-note-0010a} Scientists
were now able to compare texts with one another and critique them to an
unprecedented extent. Their general orientation turned around: instead
of looking back in order to preserve what they knew, they were now
looking ahead toward what they might not (yet) know.

In order to organize this information flood of rapidly amassing texts,
it was necessary to create new conventions: books were now specified by
their author, publisher, and date of publication, not to mention
furnished with page numbers. This enabled large numbers of texts to be
catalogued and every individual text -- indeed, every single passage --
to be referenced.[^11^](#c2-note-0011){#c2-note-0011a} Scientists could
legitimize the pursuit of new knowledge by drawing attention to specific
mistakes or gaps in existing texts. In the scientific culture that was
developing at the time, the close connection between old and new
ma­terial was not simply regarded as something positive; it was also
urgently prescribed as a method of argumentation. Every text had to
contain an internal system of references, and this was the basis for the
development of schools, disciplines, and specific discourses.

The digital character of printed writing also made texts available in
the third respect mentioned above. Because discrete signs could be
reproduced without any loss of information, it was possible not only to
make perfect copies but also to remove content from one carrier and
transfer it to another. Materials were no longer simply arranged
sequentially, as in medieval compilations and almanacs, but manipulated
to give rise to a new and independent fluid text. A set of conventions
was developed -- one that remains in use today -- for modifying embedded
or quoted material in order for it []{#Page_63 type="pagebreak"
title="63"}to fit into its new environment. In this manner, quotations
could be altered in such a way that they could be integrated seamlessly
into a new text while remaining recognizable as direct citations.
Several of these conventions, for instance the use of square brackets to
indicate additions ("\[ \]") or ellipses to indicate omissions ("..."),
are also used in this very book. At the same time, the conventions for
making explicit references led to the creation of an internal reference
system that made the singular position of the new text legible within a
collective field of work. "Printing," to quote Elizabeth Eisenstein once
again, "encouraged forms of combinatory activity which were social as
well as intellectual. It changed relationships between men of learning
as well as between systems of
ideas."[^12^](#c2-note-0012){#c2-note-0012a} Exchange between scholars,
in the form of letters and visits, intensified. The seventeenth century
saw the formation of the *respublica literaria* or the "Republic of
Letters," a loose network of scholars devoted to promoting the ideas of
the Enlightenment. Beginning in the eighteenth century, the rapidly
growing number of scientific fields was arranged and institutionalized
into clearly distinct disciplines. In the nineteenth and twentieth
centuries, diverse media-technical innovations made images, sounds, and
moving images available, though at first only in analog formats. These
created the preconditions that enabled the montage in all of its forms
-- film cuts, collages, readymades, *musique concrète*, found-footage
films, literary cut-ups, and artistic assemblages (to name only the
best-known genres) -- to become the paradigm of Modernity.
:::

::: {.section}
### Information overload 2.0 {#c2-sec-0004}

It was not until new technical possibilities for recording, storing,
processing, and reproduction appeared over the course of the 1990s that
it also became increasingly possible to code and edit images, audio, and
video digitally. Through the networking that was taking place not far
behind, society was flooded with an unprecedented amount of digit­ally
coded information *of every sort*, and the circulation of this
information accelerated. This was not, however, simply a quantitative
change but also and above all a qualitative one. Cultural materials
became available in a comprehensive []{#Page_64 type="pagebreak"
title="64"}sense -- economically and organizationally, culturally
(despite legal problems), and materially (because digitalized). Today it
would not be bold to predict that nearly every text, image, or sound
will soon exist in a digital form. Most of the new reproducible works
are already "born digital" and digit­ally distributed, or they are
physically produced according to digital instructions. Many initiatives
are working to digitalize older, analog works. We are now anchored in
the digital.

Among the numerous digitalization projects currently under way, the most
ambitious is that of Google Books, which, since its launch in 2004, has
digitalized around 20 million books from the collections of large
libraries and prepared them for full-text searches. Right from the
start, a fierce debate arose about the legal and cultural acceptability
of this project. One concern was whether Google\'s process infringed
upon the rights of the authors and publishers of the scanned books or
whether, according to American law, it qualified as "fair use," in which
case there would be no obligation for the company to seek authorization
or offer compensation. The second main concern was whether it would be
culturally or politically appropriate for a private corporation to hold
a de facto monopoly over the digital heritage of book culture. The first
issue incited a complex legal battle that, in 2013, was decided in
Google\'s favor by a judge on the United States District Court in New
York.[^13^](#c2-note-0013){#c2-note-0013a} At the heart of the second
issue was the question of how a public library should look in the
twenty-first century.[^14^](#c2-note-0014){#c2-note-0014a} In November
of 2008, the European Commission and the cultural minister of the
European Union launched the virtual Europeana library, which occurred
after a number of European countries had already invested hundreds of
millions of euros in various digitalization
initiatives.[^15^](#c2-note-0015){#c2-note-0015a} Today, Europeana
serves as a common access point to the online archives of around 2,500
European cultural institutions. By the end of 2015, its digital holdings
had grown to include more than 40 million objects. This is still,
however, a relatively small number, for it has been estimated that
European archives and museums contain more than 220 million
natural-historical and more than 260 million cultural-historical
objects. In the United States, discussions about the future of libraries
[]{#Page_65 type="pagebreak" title="65"}led to the 2013 launch of the
Digital Public Library of America (DPLA), which, like Europeana,
provides common access to the digitalized holdings of archives, museums,
and libraries. By now, more than 14 million items can be viewed there.

In one way or another, however, both the private and the public projects
of this sort have been limited by binding copyright laws. The librarian
and book historian Robert Darnton, one of the most prominent advocates
of the Digital Public Library of America, has accordingly stated: "The
main impediment to the DPLA\'s growth is legal, not financial. Copyright
laws could exclude everything published after 1964, most works published
after 1923, and some that go back as far as
1873."[^16^](#c2-note-0016){#c2-note-0016a} The legal situation in
Europe is similar to that in the United States. It, too, massively
obstructs the work of public
institutions.[^17^](#c2-note-0017){#c2-note-0017a} In many cases, this
has had the absurd consequence that certain materials, though they have
been fully digitalized, may only be accessed in part or exclusively
inside the facilities of a particular institution. Whereas companies
such as Google can afford to wage long legal battles, and in the
meantime create precedents, public institutions must proceed with great
caution, not least to avoid the accusation of using public funds to
violate copyright laws. Thus, they tend to fade into the background and
leave users, who are unfamiliar with the complex legal situation, with
the impression that they are even more out-of-date than they often are.

Informal actors, who explicitly operate beyond the realm of copyright
law, are not faced with such restrictions. UbuWeb, for instance, which
is the largest online archive devoted to the history of
twentieth-century avant-garde art, was not created by an art museum but
rather by the initiative of an individual artist, Kenneth Goldsmith.
Since 1996, he has been collecting historically relevant materials that
were no longer in distribution and placing them online for free and
without any stipulations. He forgoes the process of obtaining the rights
to certain works of art because, as he remarks on the website, "Let\'s
face it, if we had to get permission from everyone on UbuWeb, there
would be no UbuWeb."[^18^](#c2-note-0018){#c2-note-0018a} It would
simply be too demanding to do so. Because he pursues the project without
any financial interest and has saved so much []{#Page_66
type="pagebreak" title="66"}from oblivion, his efforts have provoked
hardly any legal difficulties. On the contrary, UbuWeb has become so
important that Goldsmith has begun to receive more and more material
directly from artists and their heirs, who would like certain works not
to be forgotten. Nevertheless, or perhaps for this very reason,
Goldsmith repeatedly stresses the instability of his archive, which
could disappear at any moment if he loses interest in maintaining it or
if something else happens. Users are therefore able to download works
from UbuWeb and archive, on their own, whatever items they find most
important. Of course, this fragility contradicts the idea of an archive
as a place for long-term preservation. Yet such a task could only be
undertaken by an institution that is oriented toward the long term.
Because of the existing legal conditions, however, it is hardly likely
that such an institution will come about.

Whereas Goldsmith is highly adept at operating within a niche that not
only tolerates but also accepts the violation of formal copyright
claims, large websites responsible for the uncontrolled dissemination of
digital content do not bother with such niceties. Their purpose is
rather to ensure that all popular content is made available digitally
and for free, whether legally or not. These sites, too, have experienced
uninterrupted growth. By the end of 2015, dozens of millions of people
were simultaneously using the BitTorrent tracker The Pirate Bay -- the
largest nodal point for file-sharing networks during the last decade --
to exchange several million digital files with one
another.[^19^](#c2-note-0019){#c2-note-0019a} And this was happening
despite protracted attempts to block or close down the file-sharing site
by legal means and despite a variety of competing services. Even when
the founders of the website were sentenced in Sweden to pay large fines
(around €3 million) and to serve time in prison, the site still did not
disappear from the internet.[^20^](#c2-note-0020){#c2-note-0020a} At the
same time, new providers have entered the market of free access; their
method is not to facilitate distributed downloads but rather to offer,
on account of the drastically reduced cost of data transfers, direct
streaming. Although some of these services are relatively easy to locate
and some have been legally banned -- the best-known case in Germany
being that of the popular site kino.to -- more of them continue to
appear.[^21^](#c2-note-0021){#c2-note-0021a} Moreover, this phenomenon
[]{#Page_67 type="pagebreak" title="67"}is not limited to music and
films, but encompasses all media formats. For instance, it is
foreseeable that the number of freely available plans for 3D objects
will increase along with the popularity of 3D printing. It has almost
escaped notice, however, that so-called "shadow libraries" have been
popping up everywhere; the latter are not accessible to the public but
rather to members, for instance, of closed exchange platforms or of
university intranets. Few seminars take place any more without a corpus
of scanned texts, regardless of whether this practice is legal or
not.[^22^](#c2-note-0022){#c2-note-0022a}

The lines between these different mechanisms of access are highly
permeable. Content acquired legally can make its way to file-sharing
networks as an illegal copy; content available for free can be sold in
special editions; content from shadow libraries can make its way to
publicly accessible sites; and, conversely, content that was once freely
available can disappear into shadow libraries. As regards free access,
the details of this rapidly changing landscape are almost
inconsequential, for the general trend that has emerged from these
various dynamics -- legal and illegal, public and private -- is
unambiguous: in a comprehensive and practical sense, cultural works of
all sorts will become freely available despite whatever legal and
technical restrictions might be in place. Whether absolutely all
material will be made available in this way is not the decisive factor,
at least not for the individual, for, as the German Library Association
has stated, "it is foreseeable that non-digitalized material will
increasingly escape the awareness of users, who have understandably come
to appreciate the ubiquitous availability and more convenient
processability of the digital versions of analog
objects."[^23^](#c2-note-0023){#c2-note-0023a} In this context of excess
information, it is difficult to determine whether a particular work or a
crucial reference is missing, given that a multitude of other works and
references can be found in their place.

At the same time, prodigious amounts of new material are being produced
that, before the era of digitalization and networks, never could have
existed at all or never would have left the private sphere. An example
of this is amateur photography. This is nothing new in itself; as early
as 1899, Kodak was marketing its films and apparatus with the slogan
"You press the button, we do the rest," and ever since, []{#Page_68
type="pagebreak" title="68"}drawers and albums have been overflowing
with photographs. With the advent of digitalization, however, certain
economic and material limitations ceased to exist that, until then, had
caused most private photographers to think twice about how many shots
they wanted to take. After all, they had to pay for the film to be
developed and then store the pictures somewhere. Cameras also became
increasingly "intelligent," which improved the technical quality of
photo­graphs. Even complex procedures such as increasing the level of
detail or the contrast ratio -- the difference between an image\'s
brightest and darkest points -- no longer require any specialized
knowledge of photochemical processes in the darkroom. Today, such
features are often pre-installed in many cameras as an option (high
dynamic range). Ever since the introduction of built-in digital cameras
for smartphones, anyone with such a device can take pictures everywhere
and at any time and then store them digitally. Images can then be posted
on online platforms and shared with others. By the middle of 2015,
Flickr -- the largest but certainly not the only specialized platform of
this sort -- had more than 112 million registered users participating in
more than 2 million groups. Every user has access to free storage space
for about half a million of his or her own pictures. At that point, in
other words, the platform was equipped to manage more than 55 billion
photographs. Around 3.5 million images were being uploaded every day,
many of which could be accessed by anyone. This may seem like a lot, but
in reality it is just a small portion of the pictures that are posted
online on a daily basis. Around that same time -- again, the middle of
2015 -- approximately 350 million pictures were being posted on Facebook
*every day*. The total number of photographs saved there has been
estimated to be 250 billion. In addition, there are also large platforms
for professional "stock photos" (supplies of pre-produced images that
are supposed to depict generic situations) and the databanks of
professional agencies such Getty Images or Corbis. All of these images
can be found easily and acquired quickly (though not always for free).
Yet photography is not unique in this regard. In all fields, the number
of cultural artifacts available to the public on specialized platforms
has been increasing rapidly in recent years.[]{#Page_69 type="pagebreak"
title="69"}
:::

::: {.section}
### The great disorder {#c2-sec-0005}

The old orders that had been responsible for filtering, organ­izing, and
publishing cultural material -- culture industries, mass media,
libraries, museums, archives, etc. -- are incapable of managing almost
any aspect of this deluge. They can barely function as gatekeepers any
more between those realms that, with their help, were once defined as
"private" and "public." Their decisions about what is or is not
important matter less and less. Moreover, having already been subjected
to a decades-long critique, their rules, which had been relatively
binding and formative over long periods of time, are rapidly losing
practical significance.

Even Europeana, a relatively small project based on trad­itional museums
and archives and with a mandate to make the European cultural heritage
available online, has contributed to the disintegration of established
orders: it indiscriminately brings together 2,500 previously separated
institutions. The specific semantic contexts that formerly shaped the
history and orientation of institutions have been dissolved or reduced
to dry meta-data, and millions upon millions of cultural artifacts are
now equidistant from one another. Instead of certain artifacts being
firmly anchored in a location, for instance in an ethnographic
collection devoted to the colonial history of France, it is now possible
for everything to exist side by side. Europeana is not an archive in the
traditional sense, or even a museum with a fixed and meaningful order;
rather, it is just a standard database. Everything in it is just one
search request away, and every search generates a unique order in the
form of a sequence of visible artifacts. As a result, individual objects
are freed from those meta-narratives, created by the museums and
archives that preserve them, which situate them within broader contexts
and assign more or less clear meanings to them. They consequently become
more open to interpretation. A search result does not articulate an
interpretive field of reference but merely a connection, created by
constantly changing search algorithms, between a request and the corpus
of material, which is likewise constantly changing.

Precisely because it offers so many different approaches to more or less
freely combinable elements of information, []{#Page_70 type="pagebreak"
title="70"}the order of the database no longer really provides a
framework for interpreting search results in a meaningful way.
Al­together, the meaning of many objects and signs is becoming even more
uncertain. On the one hand, this is because the connection to their
original context is becoming fragile; on the other hand, it is because
they can appear in every possible combination and in the greatest
variety of reception contexts. In less official archives and in less
specialized search engines, the dissolution of context is far more
pronounced than it is in the case of the Europeana project. For the sake
of orienting its users, for instance, YouTube provides the date when a
video has been posted, but there is no indication of when a video was
actually produced. Further information provided about a video, for
example in the comments section, is essentially unreliable. It might be
true -- or it might not. The internet researcher David Weinberger has
called this the "new digital disorder," which, at least for many users,
is an entirely apt description.[^24^](#c2-note-0024){#c2-note-0024a} For
individuals, this disorder has created both the freedom to establish
their own orders and the obligation of doing so, regardless of whether
or not they are ready for the task.

This tension between freedom and obligation is at its strongest online,
where the excess of culture and its more or less free availability are
immediate and omnipresent. In fact, everything that can be retrieved
online is culture in the sense that everything -- from the deepest layer
of hardware to the most superficial tweet -- has been made by someone
with a particular intention, and everything has been made to fit a
particular order. And it is precisely this excess of often contradictory
meanings and limited, regional, and incompatible orders that leads to
disorder and meaninglessness. This is not limited to the online world,
however, because the latter is not self-contained. In an essential way,
digital media also serve to organize the material world. On the basis of
extremely complex and opaque yet highly efficient logistical and
production processes, people are also confronted with constantly
changing material things about whose origins and meanings they have
little idea. Even something as simple to produce as yoghurt usually has
a thousand kilometers behind it before it ends up on a shelf in the
supermarket. The logistics that enable this are oriented toward
flexibility; []{#Page_71 type="pagebreak" title="71"}they bring elements
together as efficiently as possible. It is nearly impossible for final
customers to find out anything about the ingredients. Customers are
merely supposed to be oriented by signs and notices such as "new" or "as
before," "natural," and "healthy," which are written by specialists and
meant to manipulate shoppers as much as the law allows. Even here, in
corporeal everyday life, every individual has to deal with a surge of
excess and disorder that threatens to erode the original meaning
conferred on every object -- even where such meaning was once entirely
unproblematic, as in the case of
yoghurt.[^25^](#c2-note-0025){#c2-note-0025a}
:::

::: {.section}
### Selecting and organizing {#c2-sec-0006}

In this situation, the creation of one\'s own system of references has
become a ubiquitous and generally accessible method for organizing all
of the ambivalent things that one encounters on a given day. Such things
are thus arranged within a specific context of meaning that also
(co)determines one\'s own relation to the world and subjective position
in it. Referentiality takes place through three types of activity, the
first being simply to attract attention to certain things, which affirms
(at least implicitly) that they are important. With every single picture
posted on Flickr, every tweet, every blog post, every forum post, and
every status update, the user is doing exactly that; he or she is
communicating to others: "Look over here! I think this is important!" Of
course, there is nothing new to filtering and allocating meaning. What
is new, however, is that these processes are no longer being carried out
primarily by specialists at editorial offices, museums, or archives, but
have become daily requirements for a large portion of the population,
regardless of whether they possess the material and cultural resources
that are necessary for the task.
:::

::: {.section}
### The loop through the body {#c2-sec-0007}

Given the flood of information that perpetually surrounds everyone, the
act of focusing attention and reducing vast numbers of possibilities
into something concrete has become a productive achievement, however
banal each of these micro-activities might seem on its own, and even if,
at first, []{#Page_72 type="pagebreak" title="72"}the only concern might
be to focus the attention of the person doing it. The value of this
(often very brief) activity is that it singles out elements from the
uniform sludge of unmanageable complexity. Something plucked out in this
way gains value because it has required the use of a resource that
cannot be reproduced, that exists outside of the world of information
and that is invariably limited for every individual: our own lifetime.
Every status update that is not machine-generated means that someone has
invested time, be it only a second, in order to point to this and not to
something else. Thus, a process of validating what exists in the excess
takes place in connection with the ultimate scarcity -- our own
lifetimes, our own bodies. Even if the value generated by this act is
minimal or diffuse, it is still -- to borrow from Gregory Bateson\'s
famous definition of information -- a difference that makes a difference
in this stream of equivalencies and
meaninglessness.[^26^](#c2-note-0026){#c2-note-0026a} This singling out
-- this use of one\'s own body to generate meaning -- does not, however,
take place by means of mere micro-activities throughout the day; it is
also a defining aspect of complex cultural strategies. In recent years,
re-enactment (that is, the re-staging of historical situ­ations and
events) has established itself as a common practice in contemporary art.
Unlike traditional re-enactments, such as those of historically
significant battles, which attempt to represent the past as faithfully
as possible, "artistic re-enactments," according to the curator Inke
Arns, "are not an affirmative confirmation of the past; rather, they are
*questionings* of the present through reaching back to historical
events," especially as they are represented in images and other forms of
documentation. Thanks to search engines and databases, such
representations are more or less always present, though in the form of
indeterminate images, ambivalent documents, and contentious
interpretations. Artists in this situation, as Arns explains,

::: {.extract}
do not ask the naïve question about what really happened outside of the
history represented in the media -- the "authenticity" beyond the images
-- instead, they ask what the images we see might mean concretely to us,
if we were to experience these situations personally. In this way the
artistic reenactment confronts the general feeling of insecurity about
the meaning []{#Page_73 type="pagebreak" title="73"}of images by using a
paradoxical approach: through erasing distance to the images and at the
same time distancing itself from the
images.[^27^](#c2-note-0027){#c2-note-0027a}
:::

This paradox manifests itself in that the images are appropriated and
sublated through the use of one\'s own body in the re-enactments. They
simultaneously refer to the past and create a new reality in the
present. In perhaps the best-known re-enactment of this type, the artist
Jeremy Deller revived, in 2001, the Battle of Orgreave, one of the
central episodes of the British miners\' strike of 1984 and 1985. This
historical event is regarded as a turning point in the protracted
conflict between Margaret Thatcher\'s government and the labor unions --
a key moment in the implementation of Great Britain\'s neoliberal
regime, which is still in effect today. In Deller\'s re-enactment, the
heart of the matter is not historical accuracy, which is always
controversial in such epoch-changing events. Rather, he focuses on the
former participants -- the miners and police officers alike, who, along
with non-professional actors, lived through the situation again -- in
order to explore both the distance from the events and their
representation in the media, as well as their ongoing biographical and
societal presence.[^28^](#c2-note-0028){#c2-note-0028a}

Elaborate practices of embodying medial images through processes of
appropriation and distancing have also found their way into popular
culture, for instance in so-called "cosplay." The term, which is a
contraction of the words "costume" and "play," was coined by a Japanese
man named Nobuyuki Takahashi. In 1984, while attending the World Science
Fiction Convention in Los Angeles, he used the word to describe the
practice of certain attendees to dress up as their favorite characters.
Participants in cosplay embody fictitious figures -- mostly from the
worlds of science fiction, comics/manga, or computer games -- by donning
home-made costumes and striking characteristic
poses.[^29^](#c2-note-0029){#c2-note-0029a} The often considerable
effort that goes into this is mostly reflected in the costumes, not in
the choreography or dramaturgy of the performance. What is significant
is that these costumes are usually not exact replicas but are rather
freely adapted by each player to represent the character as he or she
interprets it to be. Accordingly, "Cosplay is a form of appropriation
[]{#Page_74 type="pagebreak" title="74"}that transforms, actualizes and
performs an existing story in close connection to the fan\'s own
identity."[^30^](#c2-note-0030){#c2-note-0030a} This practice,
admittedly, goes back quite far in the history of fan culture, but it
has experienced a striking surge through the opportunity for fans to
network with one another around the world, to produce costumes and
images of professional quality, and to place themselves on the same
level as their (fictitious) idols. By now it has become a global
subculture whose members are active not only online but also at hundreds
of conventions throughout the world. In Germany, an annual cosplay
competition has been held since 2007 (it is organized by the Frankfurt
Book Fair and Animexx, the country\'s largest manga and anime
community). The scene, which has grown and branched out considerably
over the past few years, has slowly begun to professionalize, with
shops, books, and players who make paid appearances. Even in fan
culture, stars are born. As soon as the subculture has exceeded a
certain size, this gradual onset of commercialization will undoubtedly
lead to tensions within the community. For now, however, two of its
noteworthy features remain: the power of the desire to appropriate, in a
bodily manner, characters from vast cultural universes, and the
widespread combination of free interpretation and meticulous attention
to detail.
:::

::: {.section}
### Lineages and transformations {#c2-sec-0008}

Because of the great effort tha they require, re-enactment and cosplay
are somewhat extreme examples of singling out, appropriating, and
referencing. As everyday activities that almost take place incidentally,
however, these three practices usually do not make any significant or
lasting differences. Yet they do not happen just once, but over and over
again. They accumulate and thus constitute referentiality\'s second type
of activity: the creation of connections between the many things that
have attracted attention. In such a way, paths are forged through the
vast complexity. These paths, which can be formed, for instance, by
referring to different things one after another, likewise serve to
produce and filter meaning. Things that can potentially belong in
multiple contexts are brought into a single, specific context. For the
individual []{#Page_75 type="pagebreak" title="75"}producer, this is how
fields of attention, reference systems, and contexts of meaning are
first established. In the third step, the things that have been selected
and brought together are changed. Perhaps something is removed to modify
the meaning, or perhaps something is added that was previously absent or
unavailable. Either way, referential culture is always producing
something new.

These processes are applied both within individual works (referentiality
in a strict sense) and within currents of communication that consist of
numerous molecular acts (referentiality in a broader sense). This latter
sort of compilation is far more widespread than the creation of new
re-mix works. Consider, for example, the billionfold sequences of status
updates, which sometimes involve a link to an interesting video,
sometimes a post of a photograph, then a short list of favorite songs, a
top 10 chart from one\'s own feed, or anything else. Such methods of
inscribing oneself into the world by means of references, combinations,
or alterations are used to create meaning through one\'s own activity in
the world and to constitute oneself in it, both for one\'s self and for
others. In a culture that manifests itself to a great extent through
mediatized communication, people have to constitute themselves through
such acts, if only by posting
"selfies."[^31^](#c2-note-0031){#c2-note-0031a} Not to do so would be to
risk invisibility and being forgotten.

On this basis, a genuine digital folk culture of re-mixing and mashups
has formed in recent years on online platforms, in game worlds, but also
through cultural-economic productions of individual pieces or short
series. It is generated and maintained by innumerable people with
varying degrees of intensity and ambition. Its common feature with
trad­itional folk culture, in choirs or elsewhere, is that production
and reception (but also reproduction and creation) largely coincide.
Active participation admittedly requires a certain degree of
proficiency, interest, and engagement, but usually not any extraordinary
talent. Many classical institutions such as museums and archives have
been attempting to take part in this folk culture by setting up their
own re-mix services. They know that the "public" is no longer able or
willing to limit its engagement with works of art and cultural history
to one of quiet contemplation. At the end of 2013, even []{#Page_76
type="pagebreak" title="76"}the Deutsches Symphonie-Orchester Berlin
initiated a re-mix competition. A year earlier, the Rijksmuseum in
Amsterdam launched so-called "Rijksstudios." Since then, the museum has
made available on its website more than 200,000 high-resolution images
from its collection. Users are free to use these to create their own
re-mixes online and share them with others. Interestingly, the
Rijksmuseum does not distinguish between the work involved in
transforming existing pieces and that involved in curating its own
online gallery.

Referential processes have no beginning and no end. Any material that is
used to make something new has a pre-history of its own, even if its
traces are lost in clouds of uncertainty. Upon closer inspection, this
cloud might clear a little bit, but it is extremely uncommon for a
genuine beginning -- a *creatio ex nihilo* -- to be revealed. This
raises the question of whether there can really be something like
originality in the emphatic sense.[^32^](#c2-note-0032){#c2-note-0032a}
Regardless of the answer to this question, the fact that by now many
people select, combine, and alter objects on a daily basis has led to a
slow shift in our perception and sensibilities. In light of the
experiences that so many people are creating, the formerly exotic
theories of deconstruction suddenly seem anything but outlandish. Nearly
half a century ago, Roland Barthes defined the text as a fabric of
quotations, and this incited vehement
opposition.[^33^](#c2-note-0033){#c2-note-0033a} "But of course," one
would be inclined to say today, "that can be statistically proven
through software analysis!" Amazon identifies books by means of their
"statistically improbable phrases"; that is, by means of textual
elements that are highly unlikely to occur elsewhere. This implies, of
course, that books contain many textual elements that are highly likely
to be found in other texts, without suggesting that such elements would
have to be regarded as plagiarism.

In the Gutenberg Galaxy, with its fixation on writing, the earliest
textual document is usually understood to represent a beginning. If no
references to anything before can be identified, the text is then
interpreted as a closed entity, as a new text. Thus, fairy tales and
sagas, which are typical elements of oral culture, are still more
strongly associated with the names of those who recorded them than with
the names of those who narrated them. This does not seem very convincing
today. In recent years, literary historians have made strong []{#Page_77
type="pagebreak" title="77"}efforts to shift the focus of attention to
the people (mostly women) who actually told certain fairy tales. In
doing so, they have been able to work out to what extent the respective
narrators gave shape to specific stories, which were written down as
common versions, and to what extent these stories reflect their
narrators\' personal histories.[^34^](#c2-note-0034){#c2-note-0034a}

Today, after more than 40 years of deconstructionist theory and a change
in our everyday practices, it is no longer controversial to read works
-- even by canonical figures like Wagner or Mozart -- in such a way as
to highlight the other works, either by the artists in question or by
other artists, that are contained within
them.[^35^](#c2-note-0035){#c2-note-0035a} This is not an expression of
decreased appreciation but rather an indication that, as Zygmunt Bauman
has stressed, "The way human beings understand the world tends to be at
all times *praxeomorphic*: it is always shaped by the know-how of the
day, by what people can do and how they usually go about doing
it."[^36^](#c2-note-0036){#c2-note-0036a} And the everyday practice of
today is one of singling out, bringing together, altering, and adding.
Accordingly, not only has our view of current cultural production
shifted; our view of cultural history has shifted as well. As always,
the past is made to suit the sensibilities of the present.

As a rule, however, things that have no beginning also have no end. This
is not only because they can in turn serve as elements for other new
contexts of meaning, but also because the attention paid to the context
in which they take on specific meaning is sensitive to the work that has
to be done to maintain the context itself. Even timelessness is an
elaborate everyday business. The attempt to rescue works of art from the
ravages of time -- to preserve them forever -- means that they regularly
need to be restored. Every restoration inevit­ably stirs a debate about
whether the planned interventions are appropriate and about how to deal
with the traces of previous interventions, which, from the current
perspective, often seem to be highly problematic. Whereas, just a
generation ago, preservationists ensured that such interventions
remained visible (as articulations of the historical fissures that are
typical of Modernity), today greater emphasis is placed on reducing
their visibility and re-creating the illusion of an "original condition"
(without, however, impeding any new functionality that a piece might
have in the present). []{#Page_78 type="pagebreak" title="78"}The
historically faithful restoration of the Berlin City Palace, and yet its
repurposed function as a museum and meeting place, are typical of this
new attitude in dealing with our historical heritage.

In everyday activity, too, the never-ending necessity of this work can
be felt at all times. Here the issue is not timelessness, but rather
that the established contexts of meaning quickly become obsolete and
therefore have to be continuously affirmed, expanded, and changed in
order to maintain the relevance of the field that they define. This
lends referentiality a performative character that combines productive
and reproductive dimensions. That which is not constantly used and
renewed simply disappears. Often, however, this only means that it will
sink into an endless archive and become unrealized potential until
someone reactivates it, breathes new life into it, rouses it from its
slumber, and incorporates it into a newly relevant context of meaning.
"To be relevant," according to the artist Eran Schaerf, "things must be
recyclable."[^37^](#c2-note-0037){#c2-note-0037a}

Alone, everyone is overwhelmed by the task of having to generate meaning
against this backdrop of all-encompassing meaninglessness. First, the
challenge is too great for any individual to overcome; second, meaning
itself is only created intersubjectively. While it can admittedly be
asserted by a single person, others have to confirm it before it can
become a part of culture. For this reason, the actual subject of
cultural production under the digital condition is not the individual
but rather the next-largest unit.
:::
:::

::: {.section}
Communality {#c2-sec-0009}
-----------

As an individual, it is impossible to orient oneself within a complex
environment. Meaning -- as well as the ability to act -- can only be
created, reinforced, and altered in exchange with others. This is
nothing noteworthy; biologically and culturally, people are social
beings. What has changed historically is how people are integrated into
larger contexts, how processes of exchange are organized, and what every
individual is expected to do in order to become a fully fledged
participant in these processes. For nearly 50 years, traditional
[]{#Page_79 type="pagebreak" title="79"}institutions -- that is,
hierarchically and bureaucratically organ­ized civic institutions such
as established churches, labor unions, and political parties -- have
continuously been losing members.[^38^](#c2-note-0038){#c2-note-0038a}
In tandem with this, the overall commitment to the identities, family
values, and lifestyles promoted by these institutions has likewise been
in decline. The great mech­anisms of socialization from the late stages
of the Gutenberg Galaxy have been losing more and more of their
influence, though at different speeds and to different extents. All
told, however, explicitly and collectively normative impulses are
decreasing, while others (implicitly economic, above all) are on the
rise. According to mainstream sociology, a cause or consequence of this
is the individualization and atomization of society. As early as the
middle of the 1980s, Ulrich Beck claimed: "In the individualized society
the individual must therefore learn, on pain of permanent disadvantage,
to conceive of himself or herself as the center of action, as the
planning office with respect to his/her own biography, abil­ities,
orientations, relationships and so
on."[^39^](#c2-note-0039){#c2-note-0039a} Over the past three decades,
the dominant neoliberal political orientation, with its strong stress on
the freedom of the individual -- to realize oneself as an individual
actor in the allegedly open market and in opposition to allegedly
domineering collective mechanisms -- has radicalized these tendencies
even further. The ability to act, however, is not only a question of
one\'s personal attitude but also of material resources. And it is this
same neoliberal politics that deprives so many people of the resources
needed to take advantage of these new freedoms in their own lives. As a
result they suffer, in Ulrich Beck\'s terms, "permanent disadvantage."

Under the digital condition, this process has permeated the finest
structures of social life. Individualization, commercialization, and the
production of differences (through design, for instance) are ubiquitous.
Established civic institutions are not alone in being hollowed out;
relatively new collectives are also becoming more differentiated, a
development that I outlined above with reference to the transformation
of the gay movement into the LGBT community. Yet nevertheless, or
perhaps for this very reason, new forms of communality are being formed
in these offshoots -- in the small activities of everyday life. And
these new communal formations -- rather []{#Page_80 type="pagebreak"
title="80"}than individual people -- are the actual subjects who create
the shared meaning that we call culture.

::: {.section}
### The problem of the "community" {#c2-sec-0010}

I have chosen the rather cumbersome expression "communal formation" in
order to avoid the term "community" (*Gemeinschaft*), although the
latter is used increasingly often in discussions of digital cultures and
has played an import­ant role, from the beginning, in conceptions of
networking. Viewed analytically, however, "community" is a problematic
term because it is almost hopelessly overloaded. Particularly in the
German-speaking tradition, Ferdinand Tönnies\'s polar distinction
between "community" (*Gemeinschaft*) and "society" (*Gesellschaft*),
which he introduced in 1887, remains
influential.[^40^](#c2-note-0040){#c2-note-0040a} Tönnies contrasted two
fundamentally different and exclusive types of social relations. Whereas
community is characterized by the overlapping multidimensional nature of
social relationships, society is defined by the functional separation of
its sectors and spheres. Community embeds every individual into complex
social relationships, all of which tend to be simultaneously present. In
the traditional village community ("communities of place," in Tönnies\'s
terms), neighbors are involved with one another, for better or for
worse, both on a familiar basis and economically or religiously. Every
activity takes place on several different levels at the same time.
Communities are comprehensive social institutions that penetrate all
areas of life, endowing them with meaning. Through mutual dependency,
they create stability and security, but they also obstruct change and
hinder social mobility. Because everyone is connected with each other,
no can leave his or her place without calling into question the
arrangement as a whole. Communities are thus structurally conservative.
Because every human activity is embedded in multifaceted social
relationships, every change requires adjustments across the entire
interrelational web -- a task that is not easy to accomplish.
Accordingly, the trad­itional communities of the eighteenth and
nineteenth centuries fiercely opposed the establishment of capitalist
society. In order to impose the latter, the old community structures
were broken apart with considerable violence. This is what Marx
[]{#Page_81 type="pagebreak" title="81"}and Engels were referring to in
that famous passage from *The Communist Manifesto*: "All the settled,
age-old relations with their train of time-honoured preconceptions and
viewpoints are dissolved. \[...\] Everything feudal and fixed goes up in
smoke, everything sacred is
profaned."[^41^](#c2-note-0041){#c2-note-0041a}

The defining feature of society, on the contrary, is that it frees the
individual from such multifarious relationships. Society, according to
Tönnies, separates its members from one another. Although they
coordinate their activity with others, they do so in order to pursue
partial, short-term, and personal goals. Not only are people separated,
but so too are different areas of life. In a market-oriented society,
for instance, the economy is conceptualized as an independent sphere. It
can therefore break away from social connections to be organized simply
by limited formal or legal obligations between actors who, beyond these
obligations, have nothing else to do with one another. Costs or benefits
that inadvertently affect people who are uninvolved in a given market
transaction are referred to by economists as "externalities," and market
participants do not need to care about these because they are strictly
pursuing their own private interests. One of the consequences of this
form of social relationship is a heightened social dynamic, for now it
is possible to introduce changes into one area of life without
considering its effects on other areas. In the end, the dissolution of
mutual obligations, increased uncertainty, and the reduction of many
social connections go hand in hand with what Marx and Engels referred to
in *The Communist Manifesto* as "unfeeling hard cash."

From this perspective, the historical development looks like an
ambivalent process of modernization in which society (dynamic, but cold)
is erected over the ruins of community (static, but warm). This is an
unusual combination of romanticism and progress-oriented thinking, and
the problems with this influential perspective are numerous. There is,
first, the matter of its dichotomy; that is, its assumption that there
can only be these two types of arrangement, community and society. Or
there is the notion that the one form can be completely ousted by the
other, even though aspects of community and aspects of society exist at
the same time in specific historical situations, be it in harmony or in
conflict.[^42^](#c2-note-0042){#c2-note-0042a} []{#Page_82
type="pagebreak" title="82"}These impressions, however, which are so
firmly associated with the German concept of *Gemeinschaft*, make it
rather difficult to comprehend the new forms of communality that have
developed in the offshoots of networked life. This is because, at least
for now, these latter forms do not represent a genuine alternative to
societal types of social
connectedness.[^43^](#c2-note-0043){#c2-note-0043a} The English word
"community" is somewhat more open. The opposition between community and
society resonates with it as well, although the dichotomy is not as
clear-cut. American communitarianism, for instance, considers the
difference between community and society to be gradual and not
categorical. Its primary aim is to strengthen civic institutions and
mechanisms, and it regards community as an intermediary level between
the individual and society.[^44^](#c2-note-0044){#c2-note-0044a} But
there is a related English term, which seems even more productive for my
purposes, namely "community of practice," a concept that is more firmly
grounded in the empirical observation of concrete social relationships.
The term was introduced at the beginning of the 1990s by the social
researchers Jean Lave and Étienne Wenger. They observed that, in most
cases, professional learning (for instance, in their case study of
midwives) does not take place as a one-sided transfer of knowledge or
proficiency, but rather as an open exchange, often outside of the formal
learning environment, between people with different levels of knowledge
and experience. In this sense, learning is an activity that, though
distinguishable, cannot easily be separated from other "normal"
activities of everyday life. As Lave and Wenger stress, however, the
community of practice is not only a social space of exchange; it is
rather, and much more fundamentally, "an intrinsic condition for the
existence of knowledge, not least because it provides the interpretive
support necessary for making sense of its
heritage."[^45^](#c2-note-0045){#c2-note-0045a} Communities of practice
are thus always epistemic communities that form around certain ways of
looking at the world and one\'s own activity in it. What constitutes a
community of practice is thus the joint acquisition, development, and
preservation of a specific field of practice that contains abstract
knowledge, concrete proficiencies, the necessary material and social
resources, guidelines, expectations, and room to interpret one\'s own
activity. All members are active participants in the constitution of
this field, and this reinforces the stress on []{#Page_83
type="pagebreak" title="83"}practice. Each of them, however, brings
along different presuppositions and experiences, for their situations
are embedded within numerous and specific situations of life or work.
The processes within the community are mostly informal, and yet they are
thoroughly structured, for authority is distributed unequally and is
based on the extent to which the members value each other\'s (and their
own) levels of knowledge and experience. At first glance, then, the term
"community of practice" seems apt to describe the meaning-generating
communal formations that are at issue here. It is also somewhat
problematic, however, because, having since been subordinated to
management strategies, its use is now narrowly applied to professional
learning and managing knowledge.[^46^](#c2-note-0046){#c2-note-0046a}

From these various notions of community, it is possible to develop the
following way of looking at new types of communality: they are formed in
a field of practice, characterized by informal yet structured exchange,
focused on the generation of new ways of knowing and acting, and
maintained through the reflexive interpretation of their own activity.
This last point in particular -- the communal creation, preservation,
and alteration of the interpretive framework in which actions,
processes, and objects acquire a firm meaning and connection -- can be
seen as the central role of communal formations.

Communication is especially significant to them. Indi­viduals must
continuously communicate in order to constitute themselves within the
fields and practices, or else they will remain invisible. The mass of
tweets, updates, emails, blogs, shared pictures, texts, posts on
collaborative platforms, and databases (etc.) that are necessary for
this can only be produced and processed by means of digital
technologies. In this act of incessant communication, which is a
constitutive element of social existence, the personal desire for
self-constitution and orientation becomes enmeshed with the outward
pressure of having to be present and available to form a new and binding
set of requirements. This relation between inward motivation and outward
pressure can vary highly, depending on the character of the communal
formation and the position of the individual within it (although it is
not the individual who determines what successful communication is, what
represents a contribution to the communal formation, or in which form
one has to be present). []{#Page_84 type="pagebreak" title="84"}Such
decisions are made by other members of the formation in the form of
positive or negative feedback (or none at all), and they are made with
recourse to the interpretive framework that has been developed in
common. These communal and continuous acts of learning, practicing, and
orientation -- the exchange, that is, between "novices" and "experts" on
the same field, be it concerned with internet politics, illegal street
racing, extreme right-wing music, body modification, or a free
encyclopedia -- serve to maintain the framework of shared meaning,
expand the constituted field, recruit new members, and adapt the
framework of interpretation and activity to changing conditions. Such
communal formations constitute themselves; they preserve and modify
themselves by constantly working out the foundations of their
constitution. This may sound circular, for the process of reflexive
self-constitution -- "autopoiesis" in the language of systems theory --
is circular in the sense that control is maintained through continuous,
self-generating feedback. Self-referentiality is a structural feature of
these formations.
:::

::: {.section}
### Singularity and communality {#c2-sec-0011}

The new communal formations are informal forms of organ­ization that are
based on voluntary action. No one is born into them, and no one
possesses the authority to force anyone else to join or remain against
his or her will, or to assign anyone with tasks that he or she might be
unwilling to do. Such a formation is not an enclosed disciplinary
institution in Foucault\'s sense,[^47^](#c2-note-0047){#c2-note-0047a}
and, within it, power is not exercised through commands, as in the
classical sense formulated by Max
Weber.[^48^](#c2-note-0048){#c2-note-0048a} The condition of not being
locked up and not being subordinated can, at least at first, represent
for the individual a gain in freedom. Under a given set of conditions,
everyone can (and must) choose which formations to participate in, and
he or she, in doing so, will have a better or worse chance to influence
the communal field of reference.

On the everyday level of communicative self-constitution and creating a
personal cognitive horizon -- in innumerable streams, updates, and
timelines on social mass media -- the most important resource is the
attention of others; that is, their feedback and the mutual recognition
that results from it. []{#Page_85 type="pagebreak" title="85"}And this
recognition may simply be in the form of a quickly clicked "like," which
is the smallest unit that can assure the sender that, somewhere out
there, there is a receiver. Without the latter, communication has no
meaning. The situation is somewhat menacing if no one clicks the "like"
button beneath a post or a photo. It is a sign that communication has
broken, and the result is the dissolution of one\'s own communicatively
constituted social existence. In this context, the boundaries are
blurred between the categories of information, communication, and
activity. Making information available always involves the active --
that is, communicating -- person, and not only in the case of ubiquitous
selfies, for in an overwhelming and chaotic environment, as discussed
above, selection itself is of such central importance that the
differences between the selected and the selecting become fluid,
particularly when the goal of the latter is to experience confirmation
from others. In this back-and-forth between one\'s own presence and the
validation of others, one\'s own motives and those of the community are
not in opposition but rather mutually depend on one another. Condensed
to simple norms and to a basic set of guidelines within the context of
an image-oriented social mass media service, the rule (or better:
friendly tip) that one need not but probably ought to follow is this:

::: {.extract}
Be an active member of the Instagram community to receive likes and
comments. Take time to comment on a friend\'s photo, or to like photos.
If you do this, others will reciprocate. If you never acknowledge your
followers\' photos, then they won\'t acknowledge
you.[^49^](#c2-note-0049){#c2-note-0049a}
:::

The context of this widespread and highly conventional piece of advice
is not, for instance, a professional marketing campaign; it is simply
about personally positioning oneself within a social network. The goal
is to establish one\'s own, singular, identity. The process required to
do so is not primarily inward-oriented; it is not based on questions
such as: "Who am I really, apart from external influences?" It is rather
outward-oriented. It takes place through making connections with others
and is concerned with questions such as: "Who is in my network, and what
is my position within it?" It is []{#Page_86 type="pagebreak"
title="86"}revealing that none of the tips in the collection cited above
offers advice about achieving success within a community of
photographers; there are not suggestions, for instance, about how to
take high-quality photographs. With smart cameras and built-in filters
for post-production, this is not especially challenging any more,
especially because individual pictures, to be examined closely and on
their own terms, have become less important gauges of value than streams
of images that are meant to be quickly scrolled through. Moreover, the
function of the critic, who once monopolized the right to interpret and
evaluate an image for everyone, is no longer of much significance.
Instead, the quality of a picture is primarily judged according to
whether "others like it"; that is, according to its performance in the
ongoing popularity contest within a specific niche. But users do not
rely on communal formations and the feedback they provide just for the
sharing and evaluation of pictures. Rather, this dynamic has come to
determine more and more facets of life. Users experience the
constitution of singularity and communality, in which a person can be
perceived as such, as simultaneous and reciprocal processes. A million
times over and nearly subconsciously (because it is so commonplace),
they engage in a relationship between the individual and others that no
longer really corresponds to the liberal opposition between
individuality and society, between personal and group identity. Instead
of viewing themselves as exclusive entities (either in terms of the
emphatic affirmation of individuality or its dissolution within a
homogeneous group), the new formations require that the production of
difference and commonality takes place
simultaneously.[^50^](#c2-note-0050){#c2-note-0050a}
:::

::: {.section}
### Authenticity and subjectivity {#c2-sec-0012}

Because members have decided to participate voluntarily in the
community, their expressions and actions are regarded as authentic, for
it is implicitly assumed that, in making these gestures, they are not
following anyone else\'s instructions but rather their own motivations.
The individual does not act as a representative or functionary of an
organization but rather as a private and singular (that is, unique)
person. While at a gathering of the Occupy movement, a sure way to be
kicked out to is to stick stubbornly to a party line, even if this way
[]{#Page_87 type="pagebreak" title="87"}of thinking happens to agree
with that of the movement. Not only at Occupy gatherings, however, but
in all new communal formations it is expected that everyone there is
representing his or her own interests. As most people are aware, this
assumption is theoretically naïve and often proves to be false in
practice. Even spontaneity can be calculated, and in many cases it is.
Nevertheless, the expectation of authenticity is relevant because it
creates a minimum of trust. As the basis of social trust, such
contra-factual expectations exist elsewhere as well. Critical readers of
newspapers, for instance, must assume that what they are reading has
been well researched and is presented as objectively as possible, even
though they know that objectivity is theoretically a highly problematic
concept -- to this extent, postmodern theory has become common knowledge
-- and that newspapers often pursue (hidden) interests or lead
campaigns. Yet without such contra-factual assumptions, the respective
orders of knowledge and communication would not function, for they
provide the normative framework within which deviations can be
perceived, criticized, and sanctioned.

In a seemingly traditional manner, the "authentic self" is formulated
with reference to one\'s inner world, for instance to personal
knowledge, interests, or desires. As the core of personality, however,
this inner world no longer represents an immutable and essential
characteristic but rather a temporary position. Today, even someone\'s
radical reinvention can be regarded as authentic. This is the central
difference from the classical, bourgeois conception of the subject. The
self is no longer understood in essentialist terms but rather
performatively. Accordingly, the main demand on the individual who
voluntarily opts to participate in a communal formation is no longer to
be self-aware but rather to be
self-motivated.[^51^](#c2-note-0051){#c2-note-0051a} Nor is it necessary
any more for one\'s core self to be coherent. It is not a contradiction
to appear in various communal formations, each different from the next,
as a different "I myself," for every formation is comprehensive, in that
it appeals to the whole person, and simultaneously partial, in that it
is oriented toward a particular goal and not toward all areas of life.
As in the case of re-mixes and other referential processes, the concern
here is not to preserve authenticity but rather to create it in the
moment. The success or failure []{#Page_88 type="pagebreak"
title="88"}of these efforts is determined by the continuous feedback of
others -- one like after another.

These practices have led to a modified form of subject constitution for
which some sociologists, engaged in empir­ical research, have introduced
the term "networked individualism."[^52^](#c2-note-0052){#c2-note-0052a}
The idea is based on the observation that people in Western societies
(the case studies were mostly in North America) are defining their
identity less and less by their family, profession, or other stable
collective, but rather increasingly in terms of their personal social
networks; that is, according to the communal formations in which they
are active as individuals and in which they are perceived as singular
people. In this regard, individualization and atomization no longer
necessarily go hand in hand. On the contrary, the intertwined nature of
personal identity and communality can be experienced on an everyday
level, given that both are continuously created, adapted, and affirmed
by means of personal communication. This makes the networks in question
simultaneously fragile and stable. Fragile because they require the
ongoing presence of every individual and because communication can break
down quickly. Stable because the networks of relationships that can
support a single person -- as regards the number of those included,
their geograph­ical distribution, and the duration of their cohesion --
have expanded enormously by means of digital communication technologies.

Here the issue is not that of close friendships, whose number remains
relatively constant for most people and over long periods of
time,[^53^](#c2-note-0053){#c2-note-0053a} but rather so-called "weak
ties"; that is, more or less loose acquaintances that can be tapped for
new information and resources that do not exist within one\'s close
circle of friends.[^54^](#c2-note-0054){#c2-note-0054a} The more they
are expanded, the more sustainable and valuable these networks become,
for they bring together a large number of people and thus multiply the
material and organizational resources that are (potentially) accessible
to the individual. It is impossible to make a sweeping statement as to
whether these formations actually represent communities in a
comprehensive sense and how stable they really are, especially in times
of crisis, for this is something that can only be found out on a
case-by-case basis. It is relevant that the development of personal
networks []{#Page_89 type="pagebreak" title="89"}has not taken place in
a vacuum. The disintegration of institutions that were formerly
influential in the formation of identity and meaning began long before
the large-scale spread of networks. For most people, there is no other
choice but to attempt to orient and organize oneself, regardless of how
provisional or uncertain this may be. Or, as Manuel Castells somewhat
melodramatically put it, "At the turn of the millennium, the king and
the queen, the state and civil society, are both naked, and their
children-citizens are wandering around a variety of foster
homes."[^55^](#c2-note-0055){#c2-note-0055a}
:::

::: {.section}
### Space and time as a communal practice {#c2-sec-0013}

Although participation in a communal formation is voluntary, it is not
unselfish. Quite the contrary: an important motivation is to gain access
to a formation\'s constitutive field of practice and to the resources
associated with it. A communal formation ultimately does more than
simply steer the attention of its members toward one another. Through
the common production of culture, it also structures how the members
perceive the world and how they are able to design themselves and their
potential actions in it. It is thus a co­operative mechanism of
filtering, interpretation, and constitution. Through the everyday
referential work of its members, the community selects a manageable
amount of information from the excess of potentially available
information and brings it into a meaningful context, whereby it
validates the selection itself and orients the activity of each of its
members.

The new communal formations consist of self-referential worlds whose
constructive common practice affects the foundations of social activity
itself -- the constitution of space and time. How? The spatio-temporal
horizon of digital communication is a global (that is, placeless) and
ongoing present. The technical vision of digital communication is always
the here and now. With the instant transmission of information,
everything that is not "here" is inaccessible and everything that is not
"now" has disappeared. Powerful infrastructure has been built to achieve
these effects: data centers, intercontinental networks of cables,
satellites, high-performance nodes, and much more. Through globalized
high-frequency trading, actors in the financial markets have realized
this []{#Page_90 type="pagebreak" title="90"}technical vision to its
broadest extent by creating a never-ending global present whose expanse
is confined to milliseconds. This process is far from coming to an end,
for massive amounts of investment are allocated to accomplish even the
smallest steps toward this goal. On November 3, 2015, a 4,600-kilometer,
300-million-dollar transatlantic telecommunications cable (Hibernia
Express) was put into operation between London and New York -- the first
in more than 10 years -- with the single goal of accelerating automated
trading between the two places by 5.2 milliseconds.

For social and biological processes, this technical horizon of space and
time is neither achievable nor desirable. Such processes, on the
contrary, are existentially dependent on other spatial and temporal
orders. Yet because of the existence of this non-geographical and
atemporal horizon, the need -- as well as the possibility -- has arisen
to redefine the parameters of space and time themselves in order to
counteract the mire of technically defined spacelessness and
timelessness. If space and time are not simply to vanish in this
spaceless, ongoing present, how then should they be defined? Communal
formations create spaces for action not least by determining their own
geographies and temporal rhythms. They negotiate what is near and far
and also which places are disregarded (that is, not even perceived). If
every place is communicatively (and physically) reachable, every person
must decide which place he or she would like to reach in practice. This,
however, is not an individual decision but rather a task that can only
be approached collectively. Those places which are important and thus
near are determined by communal formations. This takes place in the form
of a rough consensus through the blogs that "one" has to read, the
exhibits that "one" has to see, the events and conferences that "one"
has to attend, the places that "one" has to visit before they are
overrun by tourists, the crises in which "the West" has to intervene,
the targets that "lend themselves" to a terrorist attack, and so on. On
its own, however, selection is not enough. Communal formations are
especially powerful when they generate the material and organizational
resources that are necessary for their members to implement their shared
worldview through actions -- to visit, for instance, the places that
have been chosen as important. This can happen if they enable access
[]{#Page_91 type="pagebreak" title="91"}to stipends, donations, price
reductions, ride shares, places to stay, tips, links, insider knowledge,
public funds, airlifts, explosives, and so on. It is in this way that
each formation creates its respective spatial constructs, which define
distances in a great variety of ways. At the same time that war-torn
Syria is unreachably distant even for seasoned reporters and their
staff, veritable travel agencies are being set up in order to bring
Western jihadists there in large numbers.

Things are similar for the temporal dimensions of social and biological
processes. Permanent presence is a temporality that is inimical to life
but, under its influence, temporal rhythms have to be redefined as well.
What counts as fast? What counts as slow? In what order should things
proceed? On the everyday level, for instance, the matter can be as
simple as how quickly to respond to an email. Because the transmission
of information hardly takes any time, every delay is a purely social
creation. But how much is acceptable? There can be no uniform answer to
this. The members of each communal formation have to negotiate their own
rules with one another, even in areas of life that are otherwise highly
formalized. In an interview with the magazine *Zeit*, for instance, a
lawyer with expertise in labor law was asked whether a boss may require
employees to be reachable at all times. Instead of answering by
referring to any binding legal standards, the lawyer casually advised
that this was a matter of flexible negotiation: "Express your misgivings
openly and honestly about having to be reachable after hours and,
together with your boss, come up with an agreeable rule to
follow."[^56^](#c2-note-0056){#c2-note-0056a} If only it were that easy.

Temporalities that, in many areas, were once simply taken for granted by
everyone on account of the factuality of things now have to be
culturally determined -- that is, explicitly negotiated -- in a greater
number of contexts. Under the conditions of capitalism, which is always
creating new competitions and incentives, one consequence is the
often-lamented "acceleration of time." We are asked to produce, consume,
or accomplish more and more in less and less
time.[^57^](#c2-note-0057){#c2-note-0057a} This change in the
structuring of time is not limited to linear acceleration. It reaches
deep into the foundations of life and has even reconfigured biological
processes themselves. Today there is an entire industry that specializes
in freezing the stem []{#Page_92 type="pagebreak" title="92"}cells of
newborns in liquid nitrogen -- that is, in suspending cellular
biological time -- in case they might be needed later on in life for a
transplant or for the creation of artificial organs. Children can be
born even if their physical mothers are already dead. Or they can be
"produced" from ova that have been stored for many years at minus 196
degrees.[^58^](#c2-note-0058){#c2-note-0058a} At the same time,
questions now have to be addressed every day whose grand temporal
dimensions were once the matter of myth. In the case of atomic energy,
for instance, there is the issue of permanent disposal. Where can we
deposit nuclear waste for the next hundred thousand years without it
causing catastrophic damage? How can the radioactive material even be
transported there, wherever that is, within the framework of everday
traffic laws?[^59^](#c2-note-0059){#c2-note-0059a}

The construction of temporal dimensions and sequences has thus become an
everyday cultural question. Whereas throughout Europe, for example,
committees of experts and ethicists still meet to discuss reproductive
medicine and offer their various recommendations, many couples are
concerned with the specific question of whether or how they can fulfill
their wish to have children. Without a coherent set of rules, questions
such as these have to be answered by each individual with recourse to
his or her personally relevant communal formation. If there is no
cultural framework that at least claims to be binding for everyone, then
the individual must negotiate independently within each communal
formation with the goal of acquiring the resources necessary to act
according to communal values and objectives.
:::

::: {.section}
### Self-generating orders {#c2-sec-0014}

These three functions -- selection, interpretation, and the constitutive
ability to act -- make communal formations the true subject of the
digital condition. In principle, these functions are nothing new;
rather, they are typical of fields that are organized without reference
to external or irrefutable authorities. The state of scholarship, for
instance, is determined by what is circulated in refereed publications.
In this case, "refereed" means that scientists at the same professional
rank mutually evaluate each other\'s work. The scientific community (or
better: the sub-community of a specialized discourse) []{#Page_93
type="pagebreak" title="93"}evaluates the contributions of individual
scholars. They decide what should be considered valuable, and this
consensus can theoretically be revised at any time. It is based on a
particular catalog of criteria, on an interpretive framework that
provides lines of inquiry, methods, appraisals, and conventions of
presentation. With every article, this framework is confirmed and
reconstituted. If the framework changes, this can lead in the most
extreme case to a paradigm shift, which overturns fundamental
orientations, assumptions, and
certainties.[^60^](#c2-note-0060){#c2-note-0060a} The result of this is
not only a change in how scientific contributions are evaluated but also
a change in how the external world is perceived and what activities are
possible in it. Precisely because the sciences claim to define
themselves, they have the ability to revise their own foundations.

The sciences were the first large sphere of society to achieve
comprehensive cultural autonomy; that is, the ability to determine its
own binding meaning. Art was the second that began to organize itself on
the basis of internal feedback. It was during the era of Romanticism
that artists first laid claim to autonomy. They demanded "to absolve art
from all conditions, to represent it as a realm -- indeed as the only
realm -- in which truth and beauty are expressed in their pure form, a
realm in which everything truly human is
transcended."[^61^](#c2-note-0061){#c2-note-0061a} With the spread of
photography in the second half of the nineteenth century, art also
liberated itself from its final task, which was hoisted upon it from the
outside, namely the need to represent external reality. Instead of
having to represent the external world, artists could now focus on their
own subjectivity. This gave rise to a radical individualism, which found
its clearest summation in Marcel Duchamp\'s assertion that only the
artist could determine what is art. This he claimed in 1917 by way of
explaining how an industrially produced urinal, exhibited as a signed
piece with the title "Fountain," could be considered a work of art.

With the rise of the knowledge economy and the expansion of cultural
fields, including the field of art and the artists active within it,
this individualism quickly swelled to unmanageable levels. As a
consequence, the task of defining what should be regarded as art shifted
from the individual artist to the curator. It now fell upon the latter
to select a few works from the surplus of competing scenes and thus
bring temporary []{#Page_94 type="pagebreak" title="94"}order to the
constantly diversifying and changing world of contemporary art. This
order was then given expression in the form of exhibits, which were
intended to be more than the sum of their parts. The beginning of this
practice can be traced to the 1969 exhibition When Attitudes Become
Form, which was curated by Harald Szeemann for the Kunsthalle Bern (it
was also sponsored by Philip Morris). The works were not neatly
separated from one another and presented without reference to their
environment, but were connected with each other both spatially and in
terms of their content. The effect of the exhibition could be felt at
least as much through the collection of works as a whole as it could
through the individual pieces, many of which had been specially
commissioned for the exhibition itself. It not only cemented Szeemann\'s
reputation as one of the most significant curators of the twentieth
century; it also completely redefined the function of the curator as a
central figure within the art system.

This was more than 40 years ago and in a system that functioned
differently from that of today. The distance from this exhibition, but
also its ongoing relevance, was negotiated, significantly, in a
re-enactment at the 2013 Biennale in Venice. For this, the old rooms at
the Kunsthalle Bern were reconstructed in the space of the Fondazione
Prada in such a way that both could be seen simultaneously. As is
typical with such re-enactments, the curators of the project described
its goals in terms of appropriation and distancing: "This was the
challenge: how could we find and communicate a limit to a non-limit,
creating a place that would reflect exactly the architectural structures
of the Kunsthalle, but also an asymmetrical space with respect to our
time and imbued with an energy and tension equivalent to that felt at
Bern?"[^62^](#c2-note-0062){#c2-note-0062a}

Curation -- that is, selecting works and associating them with one
another -- has become an omnipresent practice in the art system. No
exhibition takes place any more without a curator. Nevertheless,
curators have lost their extraordinary
position,[^63^](#c2-note-0063){#c2-note-0063a} with artists taking on
more of this work themselves, not only because the boundaries between
artistic and curatorial activities have become fluid but also because
many artists explicitly co-produce the context of their work by
incorporating a multitude of references into their pieces. It is with
precisely this in mind that André Rottmann, in the []{#Page_95
type="pagebreak" title="95"}quotation cited at the beginning of this
chapter, can assert that referentiality has become the dominant
production-aesthetic model in contemporary art. This practice enables
artists to objectify themselves by explicitly placing themselves into a
historical and social context. At the same time, it also enables them to
subjectify the historical and social context by taking the liberty to
select and arrange the references
themselves.[^64^](#c2-note-0064){#c2-note-0064a}

Such strategies are no longer specific to art. Self-generated spaces of
reference and agency are now deeply embedded in everyday life. The
reason for this is that a growing number of questions can no longer be
answered in a generally binding way (such as those about what
constitutes fine art), while the enormous expansion of the cultural
requires explicit decisions to be made in more aspects of life. The
reaction to this dilemma has been radical subjectivation. This has not,
however, been taking place at the level of the individual but rather at
that of communal formations. There is now a patchwork of answers to
large questions and a multitude of reactions to large challenges, all of
which are limited in terms of their reliability and scope.
:::

::: {.section}
### Ambivalent voluntariness {#c2-sec-0015}

Even though participation in new formations is voluntary and serves the
interests of their members, it is not without preconditions. The most
important of these is acceptance, the willing adoption of the
interpretive framework that is generated by the communal formation. The
latter is formed from the social, cultural, legal, and technical
protocols that lend to each of these formations its concrete
constitution and specific character. Protocols are common sets of rules;
they establish, according to the network theorist Alexander Galloway,
"the essential points necessary to enact an agreed-upon standard of
action." They provide, he goes on, "etiquette for autonomous
agents."[^65^](#c2-note-0065){#c2-note-0065a} Protocols are
simul­taneously voluntary and binding; they allow actors to meet
eye-to-eye instead of entering into hierarchical relations with one
another. If everyone voluntarily complies with the protocols, then it is
not necessary for one actor to give instructions to another. Whoever
accepts the relevant protocols can interact with others who do the same;
whoever opts not to []{#Page_96 type="pagebreak" title="96"}accept them
will remain on the outside. Protocols establish, for example, common
languages, technical standards, or social conventions. The fundamental
protocol for the internet is the Transmission Control Protocol/Internet
Protocol (TCP/IP). This suite of protocols defines the common language
for exchanging data. Every device that exchanges information over the
internet -- be it a smartphone, a supercomputer in a data center, or a
networked thermostat -- has to use these protocols. In growing areas of
social contexts, the common language is English. Whoever wishes to
belong has to speak it increasingly often. In the natural sciences,
communication now takes place almost exclusively in English. Non-native
speakers who accept this norm may pay a high price: they have to learn a
new language and continually improve their command of it or else resign
themselves to being unable to articulate things as they would like --
not to mention losing the possibility of expressing something for which
another language would perhaps be more suitable, or forfeiting
trad­itions that cannot be expressed in English. But those who refuse to
go along with these norms pay an even higher price, risking
self-marginalization. Those who "voluntarily" accept conventions gain
access to a field of practice, even though within this field they may be
structurally disadvantaged. But unwillingness to accept such
conventions, with subsequent denial of access to this field, might have
even greater disadvantages.[^66^](#c2-note-0066){#c2-note-0066a}

In everyday life, the factors involved with this trade-off are often
presented in the form of subtle cultural codes. For instance, in order
to participate in a project devoted to the development of free software,
it is not enough for someone to possess the necessary technical
knowledge; he or she must also be able to fit into a wide-ranging
informal culture with a characteristic style of expression, humor, and
preferences. Ultimately, software developers do not form a professional
corps in the traditional sense -- in which functionaries meet one
another in the narrow and regulated domain of their profession -- but
rather a communal formation in which the engagement of the whole person,
both one\'s professional and social self, is scrutinized. The
abolishment of the separ­ation between different spheres of life,
requiring interaction of a more holistic nature, is in fact a key
attraction of []{#Page_97 type="pagebreak" title="97"}these communal
formations and is experienced by some as a genuine gain in freedom. In
this situation, one is no longer subjected to rules imposed from above
but rather one is allowed to -- and indeed ought to -- be authentically
pursuing his or her own interests.

But for others the experience can be quite the opposite because the
informality of the communal formation also allows forms of exclusion and
discrimination that are no longer acceptable in formally organized
realms of society. Discrimination is more difficult to identify when it
takes place within the framework of voluntary togetherness, for no one
is forced to participate. If you feel uncomfortable or unwelcome, you
are free to leave at any time. But this is a specious argument. The
areas of free software or Wikipedia are difficult places for women. In
these clubby atmospheres of informality, they are often faced with
blatant sexism, and this is one of the reasons why many women choose to
stay away from such projects.[^67^](#c2-note-0067){#c2-note-0067a} In
2007, according to estimates by the American National Center for Women &
Information Technology, whereas approximately 27 percent of all jobs
related to computer science were held by women, their representation at
the same time was far lower in the field of free software -- on average
less than 2 percent. And for years, the proportion of women who edit
texts on Wikipedia has hovered at around 10
percent.[^68^](#c2-note-0068){#c2-note-0068a}

The consequences of such widespread, informal, and elusive
discrimination are not limited to the fact that certain values and
prejudices of the shared culture are included in these products, while
different viewpoints and areas of knowledge are
excluded.[^69^](#c2-note-0069){#c2-note-0069a} What is more, those who
are excluded or do not wish to expose themselves to discrimination (and
thus do not even bother to participate in any communal formations) do
not receive access to the resources that circulate there (attention and
support, valuable and timely knowledge, or job offers). Many people are
thus faced with the choice of either enduring the discrimination within
a community or remaining on the outside and thus invisible. That this
decision is made on a voluntary basis and on one\'s own responsibility
hardly mitigates the coercive nature of the situation. There may be a
choice, but it would be misleading to call it a free one.[]{#Page_98
type="pagebreak" title="98"}
:::

::: {.section}
### The power of sociability {#c2-sec-0016}

In order to explain the peculiar coercive nature of the (nom­inally)
voluntary acceptance of protocols, rules, and norms, the political
scientist David Singh Grewal, drawing on the work of Max Weber and
Michel Foucault, has distinguished between the "power of sovereignty"
and the "power of sociabil­ity."[^70^](#c2-note-0070){#c2-note-0070a}
The former develops on the basis of dominance and subordination, as
imposed by authorities, police officers, judges, or other figures within
formal hierarchies. Their power is anchored in disciplinary
institutions, and the dictum of this sort of power is: "You must!" The
power of sociability, on the contrary, functions by prescribing the
conditions or protocols under which people are able to enter into an
exchange with one another. The dictum of this sort of power is: "You
can!" The more people accept certain protocols and standards, the more
powerful these become. Accordingly, the sociability that they structure
also becomes more comprehensive, and those not yet involved have to ask
themselves all the more urgently whether they can afford not to accept
these protocols and standards. Whereas the first type of power is
ultimately based on the monopoly of violence and on repression, the
second is founded on voluntary submission. When the entire internet
speaks TCP/IP, then an individual\'s decision to use it may be voluntary
in nominal terms, but at the same time it is an indispensable
precondition for existing within the network at all. Protocols exert
power without there having to be anyone present to possess the power in
question. Whereas the sovereign can be located, the effects of
sociability\'s power are diffuse and omnipresent. They are not
repressive but rather constitutive. No one forces a scientist to publish
in English or a woman editor to tolerate disparaging remarks on
Wikipedia. People accept these often implicit behavioral norms (sexist
comments are permitted, for instance) out of their own interests in
order to acquire access to the resources circulating within the networks
and to constitute themselves within it. In this regard, Singh
distinguishes between the "intrinsic" and "extrinsic" reasons for
abiding by certain protocols.[^71^](#c2-note-0071){#c2-note-0071a} In
the first case, the motivation is based on a new protocol being better
suited than existing protocols for carrying out []{#Page_99
type="pagebreak" title="99"}a specific objective. People thus submit
themselves to certain rules because they are especially efficient,
transparent, or easy to use. In the second case, a protocol is accepted
not because but in spite of its features. It is simply a precondition
for gaining access to a space of agency in which resources and
opportunities are available that cannot be found anywhere else. In the
first case, it is possible to speak subjectively of voluntariness,
whereas the second involves some experience of impersonal compunction.
One is forced to do something that might potentially entail grave
disadvantages in order to have access, at least, to another level of
opportunities or to create other advantages for oneself.
:::

::: {.section}
### Homogeneity, difference and authority {#c2-sec-0017}

Protocols are present on more than a technical level; as interpretive
frameworks, they structure viewpoints, rules, and patterns of behavior
on all levels. Thus, they provide a degree of cultural homogeneity, a
set of commonalities that lend these new formations their communal
nature. Viewed from the outside, these formations therefore seem
inclined toward consensus and uniformity, for their members have already
accepted and internalized certain aspects in common -- the protocols
that enable exchange itself -- whereas everyone on the outside has not
done so. When everyone is speaking in English, the conversation sounds
quite monotonous to someone who does not speak the language.

Viewed from the inside, the experience is something different: in order
to constitute oneself within a communal formation, not only does one
have to accept its rules voluntarily and in a self-motivated manner; one
also has to make contributions to the reproduction and development of
the field. Everyone is urged to contribute something; that is, to
produce, on the basis of commonalities, differences that simultaneously
affirm, modify, and enhance these commonalities. This leads to a
pronounced and occasionally highly competitive internal differentiation
that can only be understood, however, by someone who has accepted the
commonalities. To an outsider, this differentiation will seem
irrelevant. Whoever is not well versed in the universe of *Star Wars*
will not understand why the various character interpretations at
[]{#Page_100 type="pagebreak" title="100"}cosplay conventions, which I
discussed above, might be brilliant or even controversial. To such a
person, they will all seem equally boring and superficial.

These formations structure themselves internally through the production
of differences; that is, by constantly changing their common ground.
Those who are able to add many novel aspects to the common resources
gain a degree of authority. They assume central positions and they
influence, through their behavior, the development of the field more
than others do. However, their authority, influence, and de facto power
are not based on any means of coercion. As Niklas Luhmann noted, "In the
end, one participant\'s achievements in making selections \[...\] are
accepted by another participant \[...\] as a limitation of the latter\'s
potential experiences and activities without him having to make the
selection on his own."[^72^](#c2-note-0072){#c2-note-0072a} Even this is
a voluntary and self-interested act: the members of the formation
recognize that this person has contributed more to the common field and
to the resources within it. This, in turn, is to everyone\'s advantage,
for each member would ultimately like to make use of the field\'s
resources to achieve his or her own goals. This arrangement, which can
certainly take on hierarchical qualities, is experienced as something
meritocratically legitimized and voluntarily
accepted.[^73^](#c2-note-0073){#c2-note-0073a} In the context of free
software, there has therefore been some discussion of "benevolent
dictators."[^74^](#c2-note-0074){#c2-note-0074a} The matter of
"dictators" is raised because projects are often led by charismatic
figures without a formal mandate. They are "benevolent" because their
pos­ition of authority is based on the fact that a critical mass of
participating producers has voluntarily subordinated itself for its own
self-interest. If the consensus breaks over whose contributions have
been carrying the most weight, then the formation will be at risk of
losing its internal structure and splitting apart ("forking," in the
jargon of free software).
:::
:::

::: {.section}
Algorithmicity {#c2-sec-0018}
--------------

Through personal communication, referential processes in communal
formations create cultural zones of various sizes and scopes. They
expand into the empty spaces that have been created by the erosion of
established institutions and []{#Page_101 type="pagebreak"
title="101"}processes, and once these new processes have been
established the process of erosion intensifies. Multiple processes of
exchange take place alongside one another, creating a patchwork of
interconnected, competing, or entirely unrelated spheres of meaning,
each with specific goals and resources and its own preconditions and
potentials. The structures of knowledge, order, and activity that are
generated by this are holistic as well as partial and limited. The
participants in such structures are simultaneously addressed on many
levels that were once functionally separated; previously independent
spheres, such as work and leisure, are now mixed together, but usually
only with respect to the subdivisions of one\'s own life. And, at first,
the structures established in this way are binding only for active
participants.

::: {.section}
### Exiting the "Library of Babel" {#c2-sec-0019}

For one person alone, however, these new processes would not be able to
generate more than a local island of meaning from the enormous clamor of
chaotic spheres of information. In his 1941 story "The Library of
Babel," Jorge Luis Borges fashioned a fitting image for such a
situation. He depicts the world as a library of unfathomable and
possibly infinite magnitude. The characters in the story do not know
whether there is a world outside of the library. There are reasons to
believe that there is, and reasons that suggest otherwise. The library
houses the complete collection of all possible books that can be written
on exactly 410 pages. Contained in these volumes is the promise that
there is "no personal or universal problem whose eloquent solution
\[does\] not exist," for every possible combination of letters, and thus
also every possible pronouncement, is recorded in one book or another.
No catalog has yet been found for the library (though it must exist
somewhere), and it is impossible to identify any order in its
arrangement of books. The "men of the library," according to Borges,
wander round in search of the one book that explains everything, but
their actual discoveries are far more modest. Only once in a while are
books found that contain more than haphazard combinations of signs. Even
small regularities within excerpts of texts are heralded as sensational
discoveries, and it is around these discoveries that competing
[]{#Page_102 type="pagebreak" title="102"}schools of interpretation
develop. Despite much labor and effort, however, the knowledge gained is
minimal and fragmentary, so the prevailing attitude in the library is
bleak. By the time of the narrator\'s generation, "nobody expects to
discover anything."[^75^](#c2-note-0075){#c2-note-0075a}

Although this vision has now been achieved from a quantitative
perspective -- no one can survey the "library" of digital information,
which in practical terms is infinitely large, and all of the growth
curves continue to climb steeply -- today\'s cultural reality is
nevertheless entirely different from that described by Borges. Our
ability to deal with massive amounts of data has radically improved, and
thus our faith in the utility of information is not only unbroken but
rather gaining strength. What is new is precisely such large quantities
of data ("big data"), which, as we are promised or forewarned, will lead
to new knowledge, to a comprehensive understanding of the world, indeed
even to "omniscience."[^76^](#c2-note-0076){#c2-note-0076a} This faith
in data is based above all on the fact that the two processes described
above -- referentiality and communality -- are not the only new
mechanisms for filtering, sorting, aggregating, and evaluating things.
Beneath or ahead of the social mechanisms of decentralized and networked
cultural production, there are algorithmic processes that pre-sort the
immeasurably large volumes of data and convert them into a format that
can be apprehended by individuals, evaluated by communities, and
invested with meaning.

Strictly speaking, it is impossible to maintain a categorical
distinction between social processes that take place in and by means of
technological infrastructures and technical pro­cesses that are socially
constructed. In both cases, social actors attempt to realize their own
interests with the resources at their disposal. The methods of
(attempted) realization, the available resources, and the formulation of
interests mutually influence one another. The technological resources
are inscribed in the formulation of goals. These open up fields of
imagination and desire, which in turn inspire technical
development.[^77^](#c2-note-0077){#c2-note-0077a} Although it is
impossible to draw clear theoretical lines, the attempt to make such a
distinction can nevertheless be productive in practice, for in this way
it is possible to gain different perspectives about the same object of
investigation.[]{#Page_103 type="pagebreak" title="103"}
:::

::: {.section}
### The rise of algorithms {#c2-sec-0020}

An algorithm is a set of instructions for converting a given input into
a desired output by means of a finite number of steps: algorithms are
used to solve predefined problems. For a set of instructions to become
an algorithm, it has to be determined in three different respects.
First, the necessary steps -- individually and as a whole -- have to be
described unambiguously and completely. To do this, it is usually
neces­sary to use a formal language, such as mathematics, or a
programming language, in order to avoid the characteristic imprecision
and ambiguity of natural language and to ensure instructions can be
followed without interpretation. Second, it must be possible in practice
to execute the individual steps together. For this reason, every
algorithm is tied to the context of its realization. If the context
changes, so do the operating processes that can be formalized as
algorithms and thus also the ways in which algorithms can partake in the
constitution of the world. Third, it must be possible to execute an
operating instruction mechanically so that, under fixed conditions, it
always produces the same result.

Defined in such general terms, it would also be possible to understand
the instruction manual for a typical piece of Ikea furniture as an
algorithm. It is a set of instructions for creating, with a finite
number of steps, a specific and predefined piece of furniture (output)
from a box full of individual components (input). The instructions are
composed in a formal language, pictograms, which define each step as
unambiguously as possible, and they can be executed by a single person
with simple tools. The process can be repeated, for the final result is
always the same: a Billy box will always yield a Billy shelf. In this
case, a person takes over the role of a machine, which (unambiguous
pictograms aside) can lead to problems, be it that scratches and other
traces on the finished piece of furniture testify to the unique nature
of the (unsuccessful) execution, or that, inspired by the micro-trend of
"Ikea hacking," the official instructions are intentionally ignored.

Because such imprecision is supposed to be avoided, the most important
domain of algorithms in practice is mathematics and its implementation
on the computer. The term []{#Page_104 type="pagebreak"
title="104"}"algorithm" derives from the Persian mathematician,
astronomer, and geographer Muḥammad ibn Mūsā al-Khwārizmī. His book *On
the Calculation with Hindu Numerals*, which was written in Baghdad in
825, was known widely in the Western Middle Ages through a Latin
translation and made the essential contribution of introducing
Indo-Arabic nu­merals and the number zero to Europe. The work begins
with the formula *dixit algorizmi* ... ("Algorismi said ..."). During
the Middle Ages, *algorizmi* or *algorithmi* soon became a general term
for advanced methods of
calculation.[^78^](#c2-note-0078){#c2-note-0078a}

The modern effort to build machines that could mechanic­ally carry out
instructions achieved its first breakthrough with Gottfried Wilhelm
Leibniz. He has often been credited with making the following remark:
"It is unworthy of excellent men to lose hours like slaves in the labour
of calculation which could be done by any peasant with the aid of a
machine."[^79^](#c2-note-0079){#c2-note-0079a} This vision already
contains a distinction between higher cognitive and interpretive
activities, which are regarded as being truly human, and lower processes
that involve pure execution and can therefore be mechanized. To this
end, Leibniz himself developed the first calculating machine, which
could carry out all four of the basic types of arithmetic. He was not
motivated to do this by the practical necessities of production and
business (although conceptually groundbreaking, Leibniz\'s calculating
machine remained, on account of its mechanical complexity, a unique item
and was never used).[^80^](#c2-note-0080){#c2-note-0080a} In the
estimation of the philosopher Sybille Krämer, calculating machines "were
rather speculative masterpieces of a century that, like none before it,
was infatuated by the idea of mechanizing 'intellectual'
processes."[^81^](#c2-note-0081){#c2-note-0081a} Long before machines
were implemented on a large scale to increase the efficiency of material
production, Leibniz had already speculated about using them to enhance
intellectual labor. And this vision has never since disappeared. Around
a century and a half later, the English polymath Charles Babbage
formulated it anew, now in direct connection with industrial
mechanization and its imperative of time-saving
efficiency.[^82^](#c2-note-0082){#c2-note-0082a} Yet he, too, failed to
overcome the problem of practically realizing such a machine.

The decisive step that turned the vision of calculating machines into
reality was made by Alan Turing in 1937. With []{#Page_105
type="pagebreak" title="105"}a theoretical model, he demonstrated that
every algorithm could be executed by a machine as long as it could read
an incremental set of signs, manipulate them according to established
rules, and then write them out again. The validity of his model did not
depend on whether the machine would be analog or digital, mechanical or
electronic, for the rules of manipulation were not at first conceived as
being a fixed component of the machine itself (that is, as being
implemented in its hardware). The electronic and digital approach came
to be preferred because it was hoped that even the instructions could be
read by the machine itself, so that the machine would be able to execute
not only one but (theoretically) every written algorithm. The
Hungarian-born mathematician John von Neumann made it his goal to
implement this idea. In 1945, he published a model in which the program
(the algorithm) and the data (the input and output) were housed in a
common storage device. Thus, both could be manipulated simultaneously
without having to change the hardware. In this way, he converted the
"Turing machine" into the "universal Turing machine"; that is, the
modern computer.[^83^](#c2-note-0083){#c2-note-0083a}

Gordon Moore, the co-founder of the chip manufacturer Intel,
prognosticated 20 years later that the complexity of integrated circuits
and thus the processing power of computer chips would double every 18 to
24 months. Since the 1970s, his prediction has been known as Moore\'s
Law and has essentially been correct. This technical development has
indeed taken place exponentially, not least because the semi-conductor
industry has been oriented around
it.[^84^](#c2-note-0084){#c2-note-0084a} An IBM 360/40 mainframe
computer, which was one of the first of its kind to be produced on a
large scale, could make approximately 40,000 calculations per second and
its cost, when it was introduced to the market in 1965, was \$1.5
million per unit. Just 40 years later, a standard server (with a
quad-core Intel processor) could make more than 40 billion calculations
per second, and this at a price of little more than \$1,500. This
amounts to an increase in performance by a factor of a million and a
corresponding price reduction by a factor of a thousand; that is, an
improvement in the price-to-performance ratio by a factor of a billion.
With inflation taken into consideration, this factor would be even
higher. No less dramatic were the increases in performance -- or rather
[]{#Page_106 type="pagebreak" title="106"}the price reductions -- in the
area of data storage. In 1980, it cost more than \$400,000 to store a
gigabyte of data, whereas 30 years later it would cost just 10 cents to
do the same -- a price reduction by a factor of 4 million. And in both
areas, this development has continued without pause.

These increases in performance have formed the material basis for the
rapidly growing number of activities carried out by means of algorithms.
We have now reached a point where Leibniz\'s distinction between
creative mental functions and "simple calculations" is becoming
increasingly fuzzy. Recent discussions about the allegedly threatening
"domination of the computer" have been kindled less by the increased use
of algorithms as such than by the gradual blurring of this distinction
with new possibilities to formalize and mechanize increasing areas of
creative thinking.[^85^](#c2-note-0085){#c2-note-0085a} Activities that
not long ago were reserved for human intelligence, such as composing
texts or analyzing the content of images, are now frequently done by
machines. As early as 2010, a program called Stats Monkey was introduced
to produce short reports about baseball games. All that the program
needs for this is comprehensive data about the games, which can be
accumulated mechanically and which have since become more detailed due
to improved image recognition and sensors. From these data, the program
extracts the decisive moments and players of a game, recognizes
characteristic patterns throughout the course of play (such as
"extending an early lead," "a dramatic comeback," etc.), and on this
basis generates its own report. Regarding the reports themselves, a
number of variables can be determined in advance, for instance whether
the story should be written from the perspective of a neutral observer
or from the standpoint of one of the two teams. If writing about little
league games, the program can be instructed to ignore the errors made by
children -- because no parent wants to read about those -- and simply
focus on their heroics. The algorithm was soon patented, and a start-up
business was created from the original interdisciplinary research
project: Narrative Science. In addition to sport reports it now offers
texts of all sorts, but above all financial reports -- another field for
which there is a great deal of available data. These texts have been
published by reputable media outlets such as the business magazine
*Forbes*, in which their authorship []{#Page_107 type="pagebreak"
title="107"}is credited to "Narrative Science." Although these
contributions are still limited to relatively simple topics, this will
not remain the case for long. When asked about the percentage of news
that would be written by computers 15 years from now, Narrative
Science\'s chief technology officer and co-founder Kristian Hammond
confidently predicted "\[m\]ore than 90 percent." He added that, within
the next five years, an algorithm could even win a Pulitzer
Prize.[^86^](#c2-note-0086){#c2-note-0086a} This may be blatant hype and
self-promotion but, as a general estimation, Hammond\'s assertion is not
entirely beyond belief. It remains to be seen whether algorithms will
replace or simply supplement traditional journalism. Yet because media
companies are now under strong financial pressure, it is certainly
reasonable to predict that many journalistic texts will be automated in
the future. Entirely different applications, however, have also been
conceived. Alexander Pschera, for instance, foresees a new age in the
relationship between humans and nature, for, as soon as animals are
equipped with transmitters and sensors and are thus able to tell their
own stories through the appropriate software, they will be regarded as
individuals and not merely as generic members of a
species.[^87^](#c2-note-0087){#c2-note-0087a}

We have not yet reached this point. However, given that the CIA has also
expressed interest in Narrative Science and has invested in it through
its venture-capital firm In-Q-Tel, there are indications that
applications are being developed beyond the field of journalism. For the
purpose of spreading propaganda, for instance, algorithms can easily be
used to create a flood of entries on online forums and social mass
media.[^88^](#c2-note-0088){#c2-note-0088a} Narrative Science is only
one of many companies offering automated text analysis and production.
As implemented by IBM and other firms, so-called E-discovery software
promises to reduce dramatically the amount of time and effort required
to analyze the constantly growing numbers of files that are relevant to
complex legal cases. Without such software, it would be impossible in
practice for lawyers to deal with so many documents. Numerous bots
(automated editing programs) are active in the production of Wikipedia
as well. Whereas, in the German edition, bots are forbidden from writing
their own articles, this is not the case in the Swedish version.
Measured by the number of entries, the latter is now the second-largest
edition of the online encyclopedia in the []{#Page_108 type="pagebreak"
title="108"}world, for, in the summer of 2013, a single bot contributed
more than 200,000 articles to it.[^89^](#c2-note-0089){#c2-note-0089a}
Since 2013, moreover, the company Epagogix has offered software that
uses histor­ical data to evaluate the market potential of film scripts.
At least one major Hollywood studio uses this software behind the backs
of scriptwriters and directors, for, according to the company\'s CEO,
the latter would be "nervous" to learn that their creative work was
being analyzed in such a way.[^90^](#c2-note-0090){#c2-note-0090a}
Think, too, of the typical statement that is made at the beginning of a
call to a telephone hotline -- "This call may be recorded for training
purposes." Increasingly, this training is not intended for the employees
of the call center but rather for algorithms. The latter are expected to
learn how to recognize the personality type of the caller and, on that
basis, to produce an appropriate script to be read by its poorly
educated and part-time human
co-workers.[^91^](#c2-note-0091){#c2-note-0091a} Another example is the
use of algorithms to grade student
essays,[^92^](#c2-note-0092){#c2-note-0092a} or ... But there is no need
to expand this list any further. Even without additional references to
comparable developments in the fields of image, sound, language, and
film analysis, it is clear by now that, on many fronts, the borders
between the creative and the mechanical have
shifted.[^93^](#c2-note-0093){#c2-note-0093a}
:::

::: {.section}
### Dynamic algorithms {#c2-sec-0021}

The algorithms used for such tasks, however, are no longer simple
sequences of static instructions. They are no longer repeated unchanged,
over and over again, but are dynamic and adaptive to a high degree. The
computing power available today is used to write programs that modify
and improve themselves semi-automatically and in response to feedback.

What this means can be illustrated by the example of evolutionary and
self-learning algorithms. An evolutionary algorithm is developed in an
iterative process that continues to run until the desired result has
been achieved. In most cases, the values of the variables of the first
generation of algorithms are chosen at random in order to diminish the
influence of the programmer\'s presuppositions on the results. These
cannot be avoided entirely, however, because the type of variables
(independent of their value) has to be determined in the first place. I
will return to this problem later on. This is []{#Page_109
type="pagebreak" title="109"}followed by a phase of evaluation: the
output of every tested algorithm is evaluated according to how close it
is to the desired solution. The best are then chosen and combined with
one another. In addition, mutations (that is, random changes) are
introduced. These steps are then repeated as often as necessary until,
according to the specifications in question, the algorithm is
"sufficient" or cannot be improved any further. By means of intensive
computational processes, algorithms are thus "cultivated"; that is,
large numbers of these are tested instead of a single one being designed
analytically and then implemented. At the heart of this pursuit is a
functional solution that proves itself experimentally and in practice,
but about which it might no longer be possible to know why it functions
or whether it actually is the best possible solution. The fundamental
methods behind this process largely derive from the 1970s (the first
stage of artificial intelligence), the difference being that today they
can be carried out far more effectively. One of the best-known examples
of an evolutionary algorithm is that of Google Flu Trends. In order to
predict which regions will be especially struck by the flu in a given
year, it evaluates the geographic distribution of internet searches for
particular terms ("cold remedies," for instance). To develop the
program, Google tested 450 million different models until one emerged
that could reliably identify local flu epidemics one to two weeks ahead
of the national health authorities.[^94^](#c2-note-0094){#c2-note-0094a}

In pursuits of this magnitude, the necessary processes can only be
administered by computer programs. The series of tests are no longer
conducted by programmers but rather by algorithms. In short, algorithms
are implemented in order to write new algorithms or determine their
variables. If this reflexive process, in turn, is built into an
algorithm, then the latter becomes "self-learning": the programmers do
not set the rules for its execution but rather the rules according to
which the algorithm is supposed to know how to accomplish a particular
goal. In many cases, the solution strategies are so complex that they
are incomprehensible in retrospect. They can no longer be tested
logically, only experimentally. Such algorithms are essentially black
boxes -- objects that can only be understood by their outer behavior but
whose internal structure cannot be known.[]{#Page_110 type="pagebreak"
title="110"}

Automatic facial recognition, as used in surveillance technologies and
for authorizing access to certain things, is based on the fact that
computers can evaluate large numbers of facial images, first to produce
a general model for a face, then to identify the variables that make a
face unique and therefore recognizable. With so-called "unsupervised" or
"deep-learning" algorithms, some developers and companies have even
taken this a step further: computers are expected to extract faces from
unstructured images -- that is, from volumes of images that contain
images both with faces and without them -- and to do so without
possessing in advance any model of the face in question. So far, the
extraction and evaluation of unknown patterns from unstructured material
has only been achieved in the case of very simple patterns -- with edges
or surfaces in images, for instance -- for it is extremely complex and
computationally intensive to program such learning processes. In recent
years, however, there have been enormous leaps in available computing
power, and both the data inputs and the complexity of the learning
models have increased exponentially. Today, on the basis of simple
patterns, algorithms are developing improved recognition of the complex
content of images. They are refining themselves on their own. The term
"deep learning" is meant to denote this very complexity. In 2012, Google
was able to demonstrate the performance capacity of its new programs in
an impressive manner: from a collection of randomly chosen YouTube
videos, analyzed in a cluster by 1,000 computers with 16,000 processors,
it was possible to create a model in just three days that increased
facial recognition in unstructured images by 70
percent.[^95^](#c2-note-0095){#c2-note-0095a} Of course, the algorithm
does not "know" what a face is, but it reliably recognizes a class of
forms that humans refer to as a face. One advantage of a model that is
not created on the basis of prescribed parameters is that it can also
identify faces in non-standard situ­ations (for instance if a person is
in the background, if a face is half-concealed, or if it has been
recorded at a sharp angle). Thanks to this technique, it is possible to
search the content of images directly and not, as before, primarily by
searching their descriptions. Such algorithms are also being used to
identify people in images and to connect them in social networks with
the profiles of the people in question, and this []{#Page_111
type="pagebreak" title="111"}without any cooperation from the users
themselves. Such algorithms are also expected to assist in directly
controlling activity in "unstructured" reality, for instance in
self-driving cars or other autonomous mobile applications that are of
great interest to the military in particular.

Algorithms of this sort can react and adjust themselves directly to
changes in the environment. This feedback, however, also shortens the
timeframe within which they are able to generate repetitive and
therefore predictable results. Thus, algorithms and their predictive
powers can themselves become unpredictable. Stock markets have
frequently experi­enced so-called "sub-second extreme events"; that is,
price fluctuations that happen in less than a
second.[^96^](#c2-note-0096){#c2-note-0096a} Dramatic "flash crashes,"
however, such as that which occurred on May 6, 2010, when the Dow Jones
Index dropped almost a thousand points in a few minutes (and was thus
perceptible to humans), have not been terribly
uncommon.[^97^](#c2-note-0097){#c2-note-0097a} With the introduction of
voice commands on mobile phones (Apple\'s Siri, for example, which came
out in 2011), programs based on self-learning algorithms have now
reached the public at large and have infiltrated increased areas of
everyday life.
:::

::: {.section}
### Sorting, ordering, extracting {#c2-sec-0022}

Orders generated by algorithms are a constitutive element of the digital
condition. On the one hand, the mechanical pre-sorting of the
(informational) world is a precondition for managing immense and
unstructured amounts of data. On the other hand, these large amounts of
data and the computing centers in which they are stored and processed
provide the material precondition for developing increasingly complex
algorithms. Necessities and possibilities are mutually motivating one
another.[^98^](#c2-note-0098){#c2-note-0098a}

Perhaps the best-known algorithms that sort the digital infosphere and
make it usable in its present form are those of search engines, above
all Google\'s PageRank. Thanks to these, we can find our way around in a
world of unstructured information and transfer increasingly larger parts
of the (informational) world into the order of unstructuredness without
giving rise to the "Library of Babel." Here, "unstructured" means that
there is no prescribed order such as (to stick []{#Page_112
type="pagebreak" title="112"}with the image of the library) a cataloging
system that assigns to each book a specific place on a shelf. Rather,
the books are spread all over the place and are dynamically arranged,
each according to a search, so that the appropriate books for each
visitor are always standing ready at the entrance. Yet the metaphor of
books being strewn all about is problematic, for "unstructuredness" does
not simply mean the absence of any structure but rather the presence of
another type of order -- a meta-structure, a potential for order -- out
of which innumerable specific arrangements can be generated on an ad hoc
basis. This meta-structure is created by algorithms. They subsequently
derive from it an actual order, which the user encounters, for instance,
when he or she scrolls through a list of hits produced by a search
engine. What the user does not see are the complex preconditions for
assembling the search results. By the middle of 2014, according to the
company\'s own information, the Google index alone included more than a
hundred million gigabytes of data.

Originally (that is, in the second half of the 1990s), Page­Rank
functioned in such a way that the algorithm analyzed the structure of
links on the World Wide Web, first by noting the number of links that
referred to a given document, and second by evaluating the "relevance"
of the site that linked to the document in question. The relevance of a
site, in turn, was determined by the number of links that led to it.
From these two variables, every document registered by the search engine
was assigned a value, the PageRank. The latter served to present the
documents found with a given search term as a hierarchical list (search
results), whereby the document with the highest value was listed
first.[^99^](#c2-note-0099){#c2-note-0099a} This algorithm was extremely
successful because it reduced the unfathomable chaos of the World Wide
Web to a task that could be managed without difficulty by an individual
user: inputting a search term and selecting from one of the presented
"hits." The simplicity of the user\'s final choice, together with the
quality of the algorithmic pre-selection, quickly pushed Google past its
competition.

Underlying this process is the assumption that every link is an
indication of relevance, and that links from frequently linked (that is,
popular) sources are more important than those from less frequently
linked (that is, unpopular) sources. []{#Page_113 type="pagebreak"
title="113"}The advantage of this assumption is that it can be
understood in terms of purely quantitative variables and it is not
necessary to have any direct understanding of a document\'s content or
of the context in which it exists.

In the middle of the 1990s, when the first version of the PageRank
algorithm was developed, the problem of judging the relevance of
documents whose content could only partially be evaluated was not a new
one. Science administrators at universities and funding agencies had
been facing this difficulty since the 1950s. During the rise of the
knowledge economy, the number of scientific publications increased
rapidly. Scientific fields, perspectives, and methods also multiplied
and diversified during this time, so that even experts could not survey
all of the work being done in their own areas of
research.[^100^](#c2-note-0100){#c2-note-0100a} Thus, instead of reading
and evaluating the content of countless new publications, they shifted
their analysis to a higher level of abstraction. They began to count how
often an article or book was cited and applied this information to
assess the value of a given author or
publication.[^101^](#c2-note-0101){#c2-note-0101a} The underlying
assumption was (and remains) that only important things are referenced,
and therefore every citation and every reference can be regarded as an
indirect vote for something\'s relevance.

In both cases -- classifying a chaotic sphere of information and
administering an expanding industry of knowledge -- the challenge is to
develop dynamic orders for rapidly changing fields, enabling the
evaluation of the importance of individual documents without knowledge
of their content. Because the analysis of citations or links operates on
a purely quantitative basis, large amounts of data can be quickly
structured with them, and especially relevant positions can be
determined. The second advantage of this approach is that it does not
require any assumptions about the contours of different fields or their
relationships to one another. This enables the organ­ization of
disordered or dynamic content. In both cases, references made by the
actors themselves are used: citations in a scientific text, links on
websites. Their value for establishing the order of a field as a whole,
however, is only visible in the aggregate, for instance in the frequency
with which a given article is
cited.[^102^](#c2-note-0102){#c2-note-0102a} In both cases, the shift
from analyzing "data" (the content of documents in the traditional
sense) to []{#Page_114 type="pagebreak" title="114"}analyzing
"meta-data" (describing documents in light of their relationships to one
another) is a precondition for being able to make any use at all of
growing amounts of information.[^103^](#c2-note-0103){#c2-note-0103a}
This shift introduced a new level of abstraction. Information is no
longer understood as a representation of external reality; its
significance is not evaluated with regard to the relation between
"information" and "the world," for instance with a qualitative criterion
such as "true"/"false." Rather, the sphere of information is treated as
a self-referential, closed world, and documents are accordingly only
evaluated in terms of their position within this world, though with
quantitative criteria such as "central"/"peripheral."

Even though the PageRank algorithm was highly effective and assisted
Google\'s rapid ascent to a market-leading position, at the beginning it
was still relatively simple and its mode of operation was at least
partially transparent. It followed the classical statistical model of an
algorithm. A document or site referred to by many links was considered
more important than one to which fewer links
referred.[^104^](#c2-note-0104){#c2-note-0104a} The algorithm analyzed
the given structural order of information and determined the position of
every document therein, and this was largely done independently of the
context of the search and without making any assumptions about it. This
approach functioned relatively well as long as the volume of information
did not exceed a certain size, and as long as the users and their
searches were somewhat similar to one another. In both respects, this is
no longer the case. The amount of information to be pre-sorted is
increasing, and users are searching in all possible situations and
places for everything under the sun. At the time Google was founded, no
one would have thought to check the internet, quickly and while on
one\'s way, for today\'s menu at the restaurant round the corner. Now,
thanks to smartphones, this is an obvious thing to do.
:::

::: {.section}
### Algorithm clouds {#c2-sec-0023}

In order to react to such changes in user behavior -- and simultaneously
to advance it further -- Google\'s search algorithm is constantly being
modified. It has become increasingly complex and has assimilated a
greater amount of contextual []{#Page_115 type="pagebreak"
title="115"}information, which influences the value of a site within
Page­Rank and thus the order of search results. The algorithm is no
longer a fixed object or unchanging recipe but is transforming into a
dynamic process, an opaque cloud composed of multiple interacting
algorithms that are continuously refined (between 500 and 600 times a
year, according to some estimates). These ongoing developments are so
extensive that, since 2003, several new versions of the algorithm cloud
have appeared each year with their own names. In 2014 alone, Google
carried out 13 large updates, more than ever
before.[^105^](#c2-note-0105){#c2-note-0105a}

These changes continue to bring about new levels of abstraction, so that
the algorithm takes into account add­itional variables such as the time
and place of a search, alongside a person\'s previously recorded
behavior -- but also his or her involvement in social environments, and
much more. Personalization and contextualization were made part of
Google\'s search algorithm in 2005. At first it was possible to choose
whether or not to use these. Since 2009, however, they have been a fixed
and binding component for everyone who conducts a search through
Google.[^106^](#c2-note-0106){#c2-note-0106a} By the middle of 2013, the
search algorithm had grown to include at least 200
variables.[^107^](#c2-note-0107){#c2-note-0107a} What is relevant is
that the algorithm no longer determines the position of a document
within a dynamic informational world that exists for everyone
externally. Instead, it now assigns a rank to their content within a
dynamic and singular universe of information that is tailored to every
individual user. For every person, an entirely different order is
created instead of just an excerpt from a previously existing order. The
world is no longer being represented; it is generated uniquely for every
user and then presented. Google is not the only company that has gone
down this path. Orders produced by algorithms have become increasingly
oriented toward creating, for each user, his or her own singular world.
Facebook, dating services, and other social mass media have been
pursuing this approach even more radically than Google.
:::

::: {.section}
### From the data shadow to the synthetic profile {#c2-sec-0024}

This form of generating the world requires not only detailed information
about the external world (that is, the reality []{#Page_116
type="pagebreak" title="116"}shared by everyone) but also information
about every individual\'s own relation to the
latter.[^108^](#c2-note-0108){#c2-note-0108a} To this end, profiles are
established for every user, and the more extensive they are, the better
they are for the algorithms. A profile created by Google, for instance,
identifies the user on three levels: as a "knowledgeable person" who is
informed about the world (this is established, for example, by recording
a person\'s searches, browsing behavior, etc.), as a "physical person"
who is located and mobile in the world (a component established, for
example, by tracking someone\'s location through a smartphone, sensors
in a smart home, or body signals), and as a "social person" who
interacts with other people (a facet that can be determined, for
instance, by following someone\'s activity on social mass
media).[^109^](#c2-note-0109){#c2-note-0109a}

Unlike the situation in the 1990s, however, these profiles are no longer
simply representations of singular people -- they are not "digital
personas" or "data shadows." They no longer represent what is
conventionally referred to as "individuality," in the sense of a
spatially and temporally uniform identity. On the one hand, profiles
rather consist of sub-individual elements -- of fragments of recorded
behavior that can be evaluated on the basis of a particular search
without promising to represent a person as a whole -- and they consist,
on the other hand, of clusters of multiple people, so that the person
being modeled can simultaneously occupy different positions in time.
This temporal differentiation enables predictions of the following sort
to be made: a person who has already done *x* will, with a probability
of *y*, go on to engage in activity *z*. It is in this way that Amazon
assembles its book recommendations, for the company knows that, within
the cluster of people that constitutes part of every person\'s profile,
a certain percentage of them have already gone through this sequence of
activity. Or, as the data-mining company Science Rockstars (!) once
pointedly expressed on its website, "Your next activity is a function of
the behavior of others and your own past."

Google and other providers of algorithmically generated orders have been
devoting increased resources to the prognostic capabilities of their
programs in order to make the confusing and potentially time-consuming
step of the search obsolete. The goal is to minimize a rift that comes
to light []{#Page_117 type="pagebreak" title="117"}in the act of
searching, namely that between the world as everyone experiences it --
plagued by uncertainty, for searching implies "not knowing something" --
and the world of algorithmically generated order, in which certainty
prevails, for everything has been well arranged in advance. Ideally,
questions should be answered before they are asked. The first attempt by
Google to eliminate this rift is called Google Now, and its slogan is
"The right information at just the right time." The program, which was
originally developed as an app but has since been made available on
Chrome, Google\'s own web browser, attempts to anticipate, on the basis
of existing data, a user\'s next step, and to provide the necessary
information before it is searched for in order that such steps take
place efficiently. Thus, for instance, it draws upon information from a
user\'s calendar in order to figure out where he or she will have to go
next. On the basis of real-time traffic data, it will then suggest the
optimal way to get there. For those driving cars, the amount of traffic
on the road will be part of the equation. This is ascertained by
analyzing the motion profiles of other drivers, which will allow the
program to determine whether the traffic is flowing or stuck in a jam.
If enough historical data is taken into account, the hope is that it
will be possible to redirect cars in such a way that traffic jams should
no longer occur.[^110^](#c2-note-0110){#c2-note-0110a} For those who use
public transport, Google Now evaluates real-time data about the
locations of various transport services. With this information, it will
suggest the optimal route and, depending on the calculated travel time,
it will send a reminder (sometimes earlier, sometimes later) when it is
time to go. That which Google is just experimenting with and testing in
a limited and unambiguous context is already part of Facebook\'s
everyday operations. With its EdgeRank algorithm, Facebook already
organizes everyone\'s newsfeed, entirely in the background and without
any explicit user interaction. On the basis of three variables -- user
affinity (previous interactions between two users), content weight (the
rate of interaction between all users and a specific piece of content),
and currency (the age of a post) -- the algorithm selects content from
the status updates made by one\'s friends to be displayed on one\'s own
page.[^111^](#c2-note-0111){#c2-note-0111a} In this way, Facebook
ensures that the stream of updates remains easy to scroll through, while
also -- it is safe []{#Page_118 type="pagebreak" title="118"}to assume
-- leaving enough room for advertising. This potential for manipulation,
which algorithms possess as they work away in the background, will be
the topic of my next section.
:::

::: {.section}
### Variables and correlations {#c2-sec-0025}

Every complex algorithm contains a multitude of variables and usually an
even greater number of ways to make connections between them. Every
variable and every relation, even if they are expressed in technical or
mathematical terms, codifies assumptions that express a specific
position in the world. There can be no purely descriptive variables,
just as there can be no such thing as "raw
data."[^112^](#c2-note-0112){#c2-note-0112a} Both -- data and variables
-- are always already "cooked"; that is, they are engendered through
cultural operations and formed within cultural
categories.[^113^](#c2-note-0113){#c2-note-0113a} With every use of
produced data and with every execution of an algorithm, the assumptions
embedded in them are activated, and the positions contained within them
have effects on the world that the algorithm generates and presents.

As already mentioned, the early version of the PageRank algorithm was
essentially based on the rather simple assumption that frequently linked
content is more relevant than content that is only seldom linked to, and
that links to sites that are themselves frequently linked to should be
given more weight than those found on sites with fewer links to them.
Replacing the qualitative criterion of "relevance" with the quantitative
criterion of "popularity" not only proved to be tremendously practical
but also extremely consequential, for search engines not only describe
the world; they create it as well. That which search engines put at the
top of this list is not just already popular but will remain so. A third
of all users click on the first search result, and around 95 percent do
not look past the first 10.[^114^](#c2-note-0114){#c2-note-0114a} Even
the earliest version of the PageRank algorithm did not represent
existing reality but rather (co-)constituted it.

Popularity, however, is not the only element with which algorithms
actively give shape to the user\'s world. A search engine can only sort,
weigh, and make available that portion of information which has already
been incorporated into its index. Everything else remains invisible. The
relation between []{#Page_119 type="pagebreak" title="119"}the recorded
part of the internet (the "surface web") and the unrecorded part (the
"deep web") is difficult to determine. Estimates have varied between
ratios of 1:5 and 1:500.[^115^](#c2-note-0115){#c2-note-0115a} There are
many reasons why content might be inaccessible to search engines.
Perhaps the information has been saved in formats that search engines
cannot read or can only poorly read, or perhaps it has been hidden
behind proprietary barriers such as paywalls. In order to expand the
realm of things that can be exploited by their algorithms, the operators
of search engines offer extensive guidance about how providers should
design their sites so that search tools can find them in an optimal
manner. It is not necessary to follow this guidance, but given the
central role of search engines in sorting and filtering information, it
is clear that they exercise a great deal of power by setting the
standards.[^116^](#c2-note-0116){#c2-note-0116a}

That the individual must "voluntarily" submit to this authority is
typical of the power of networks, which do not give instructions but
rather constitute preconditions. Yet it is in the interest of (almost)
every producer of information to optimize its position in a search
engine\'s index, and thus there is a strong incentive to accept the
preconditions in question. Considering, moreover, the nearly
monopolistic character of many providers of algorithmically generated
orders and the high price that one would have to pay if one\'s own site
were barely (or not at all) visible to others, the term "voluntary"
begins to take on a rather foul taste. This is a more or less subtle way
of pre-formatting the world so that it can be optimally recorded by
algorithms.[^117^](#c2-note-0117){#c2-note-0117a}

The providers of search engines usually justify such methods in the name
of offering "more efficient" services and "more relevant" results.
Ostensibly technical and neutral terms such as "efficiency" and
"relevance" do little, however, to conceal the political nature of
defining variables. Efficient with respect to what? Relevant for whom?
These are issues that are decided without much discussion by the
developers and institutions that regard the algorithms as their own
property. Every now and again such questions incite public debates,
mostly when the interests of one provider happen to collide with those
of its competition. Thus, for instance, the initiative known as
FairSearch has argued that Google abuses its market power as a search
engine to privilege its []{#Page_120 type="pagebreak" title="120"}own
content and thus to showcase it prominently in search
results.[^118^](#c2-note-0118){#c2-note-0118a} FairSearch\'s
representatives alleged, for example, that Google favors its own map
service in the case of address searches and its own price comparison
service in the case of product searches. The argument had an effect. In
November of 2010, the European Commission initiated an antitrust
investigation against Google. In 2014, a settlement was proposed that
would have required the American internet giant to pay certain
concessions, but the members of the Commission, the EU Parliament, and
consumer protection agencies were not satisfied with the agreement. In
April 2015, the anti-trust proceedings were recommenced by a newly
appointed Commission, its reasoning being that "Google does not apply to
its own comparison shopping service the system of penalties which it
applies to other comparison shopping services on the basis of defined
parameters, and which can lead to the lowering of the rank in which they
appear in Google\'s general search results
pages."[^119^](#c2-note-0119){#c2-note-0119a} In other words, the
Commission accused the company of manipulating search results to its own
advantage and the disadvantage of users.

This is not the only instance in which the political side of search
algorithms has come under public scrutiny. In the summer of 2012, Google
announced that sites with higher numbers of copyright removal notices
would henceforth appear lower in its
rankings.[^120^](#c2-note-0120){#c2-note-0120a} The company thus
introduced explicitly political and economic criteria in order to
influence what, according to the standards of certain powerful players
(such as film studios), users were able to
view.[^121^](#c2-note-0121){#c2-note-0121a} In this case, too, it would
be possible to speak of the personalization of searching, except that
the heart of the situation was not the natural person of the user but
rather the juridical person of the copyright holder. It was according to
the latter\'s interests and preferences that searching was being
reoriented. Amazon has employed similar tactics. In 2014, the online
merchant changed its celebrated recommendation algorithm with the goal
of reducing the presence of books released by irritating publishers that
dared to enter into price negotiations with the
company.[^122^](#c2-note-0122){#c2-note-0122a}

Controversies over the methods of Amazon or Google, however, are the
exception rather than the rule. Necessary (but never neutral) decisions
about recording and evaluating data []{#Page_121 type="pagebreak"
title="121"}with algorithms are being made almost all the time without
any discussion whatsoever. The logic of the original Page­Rank algorithm
was criticized as early as the year 2000 for essentially representing
the commercial logic of mass media, systematically disadvantaging
less-popular though perhaps otherwise relevant information, and thus
undermining the "substantive vision of the web as an inclusive
democratic space."[^123^](#c2-note-0123){#c2-note-0123a} The changes to
the search algorithm that have been adopted since then may have modified
this tendency, but they have certainly not weakened it. In addition to
concentrating on what is popular, the new variables privilege recently
uploaded and constantly updated content. The selection of search results
is now contingent upon the location of the user, and it takes into
account his or her social networking. It is oriented toward the average
of a dynamically modeled group. In other words, Google\'s new algorithm
favors that which is gaining popularity within a user\'s social network.
The global village is thus becoming more and more
provincial.[^124^](#c2-note-0124){#c2-note-0124a}
:::

::: {.section}
### Data behaviorism {#c2-sec-0026}

Algorithms such as Google\'s thus reiterate and reinforce a tendency
that has already been apparent on both the level of individual users and
that of communal formations: in order to deal with the vast amounts and
complexity of information, they direct their gaze inward, which is not
to say toward the inner being of individual people. As a level of
reference, the individual person -- with an interior world and with
ideas, dreams, and wishes -- is irrelevant. For algorithms, people are
black boxes that can only be understood in terms of their reactions to
stimuli. Consciousness, perception, and intention do not play any role
for them. In this regard, the legal philosopher Antoinette Rouvroy has
written about "data behaviorism."[^125^](#c2-note-0125){#c2-note-0125a}
With this, she is referring to the gradual return of a long-discredited
approach to behavioral psychology that postulated that human behavior
could be explained, predicted, and controlled purely by our outwardly
observable and measurable actions.[^126^](#c2-note-0126){#c2-note-0126a}
Psychological dimensions were ignored (and are ignored in this new
version of behaviorism) because it is difficult to observe them
empiric­ally. Accordingly, this approach also did away with the need
[]{#Page_122 type="pagebreak" title="122"}to question people directly or
take into account their subjective experiences, thoughts, and feelings.
People were regarded (and are so again today) as unreliable, as poor
judges of themselves, and as only partly honest when disclosing
information. Any strictly empirical science, or so the thinking went,
required its practitioners to disregard everything that did not result
in physical and observable action. From this perspective, it was
possible to break down even complex behavior into units of stimulus and
reaction. This led to the conviction that someone observing another\'s
activity always knows more than the latter does about himself or herself
for, unlike the person being observed, whose impressions can be
inaccurate, the observer is in command of objective and complete
information. Even early on, this approach faced a wave of critique. It
was held to be mechanistic, reductionist, and authoritarian because it
privileged the observing scientist over the subject. In practice, it
quickly ran into its own limitations: it was simply too expensive and
complicated to gather data about human behavior.

Yet that has changed radically in recent years. It is now possible to
measure ever more activities, conditions, and contexts empirically.
Algorithms like Google\'s or Amazon\'s form the technical backdrop for
the revival of a mechanistic, reductionist, and authoritarian approach
that has resurrected the long-lost dream of an objective view -- the
view from nowhere.[^127^](#c2-note-0127){#c2-note-0127a} Every critique
of this positivistic perspective -- that every measurement result, for
instance, reflects not only the measured but also the measurer -- is
brushed aside with reference to the sheer amounts of data that are now
at our disposal.[^128^](#c2-note-0128){#c2-note-0128a} This attitude
substantiates the claim of those in possession of these new and
comprehensive powers of observation (which, in addition to Google and
Facebook, also includes the intelligence services of Western nations),
namely that they know more about individuals than individuals know about
themselves, and are thus able to answer our questions before we ask
them. As mentioned above, this is a goal that Google expressly hopes to
achieve.

At issue with this "inward turn" is thus the space of communal
formations, which is constituted by the sum of all of the activities of
their interacting participants. In this case, however, a communal
formation is not consciously created []{#Page_123 type="pagebreak"
title="123"}and maintained in a horizontal process, but rather
synthetic­ally constructed as a computational function. Depending on the
context and the need, individuals can either be assigned to this
function or removed from it. All of this happens behind the user\'s back
and in accordance with the goals and pos­itions that are relevant to the
developers of a given algorithm, be it to optimize profit or
surveillance, create social norms, improve services, or whatever else.
The results generated in this way are sold to users as a personalized
and efficient service that provides a quasi-magical product. Out of the
enormous haystack of searchable information, results are generated that
are made to seem like the very needle that we have been looking for. At
best, it is only partially transparent how these results came about and
which positions in the world are strengthened or weakened by them. Yet,
as long as the needle is somewhat functional, most users are content,
and the algorithm registers this contentedness to validate itself. In
this dynamic world of unmanageable complexity, users are guided by a
sort of radical, short-term pragmatism. They are happy to have the world
pre-sorted for them in order to improve their activity in it. Regarding
the matter of whether the information being provided represents the
world accurately or not, they are unable to formulate an adequate
assessment for themselves, for it is ultimately impossible to answer
this question without certain resources. Outside of rapidly shrinking
domains of specialized or everyday know­ledge, it is becoming
increasingly difficult to gain an overview of the world without
mechanisms that pre-sort it. Users are only able to evaluate search
results pragmatically; that is, in light of whether or not they are
helpful in solving a concrete problem. In this regard, it is not
paramount that they find the best solution or the correct answer but
rather one that is available and sufficient. This reality lends an
enormous amount of influence to the institutions and processes that
provide the solutions and answers.[]{#Page_124 type="pagebreak"
title="124"}
:::
:::

::: {.section .notesSet type="rearnotes"}
[]{#notesSet}Notes {#c2-ntgp-9999}
------------------

::: {.section .notesList}
[1](#c2-note-0001a){#c2-note-0001}  André Rottmann, "Reflexive Systems
of Reference: Approximations to 'Referentialism' in Contemporary Art,"
trans. Gerrit Jackson, in Dirk Snauwaert et al. (eds), *Rehabilitation:
The Legacy of the Modern Movement* (Ghent: MER, 2010), pp. 97--106, at
99.

[2](#c2-note-0002a){#c2-note-0002}  The recognizability of the sources
distinguishes these processes from plagiarism. The latter operates with
the complete opposite aim, namely that of borrowing sources without
acknow­ledging them.

[3](#c2-note-0003a){#c2-note-0003}  Ulf Poschardt, *DJ Culture* (London:
Quartet Books, 1998), p. 34.

[4](#c2-note-0004a){#c2-note-0004}  Theodor W. Adorno, *Aesthetic
Theory*, trans. Robert Hullot-Kentor (Minneapolis, MN: University of
Minnesota Press, 1997), p. 151.

[5](#c2-note-0005a){#c2-note-0005}  Peter Bürger, *Theory of the
Avant-Garde*, trans. Michael Shaw (Minneapolis, MN: University of
Minnesota Press, 1984).

[6](#c2-note-0006a){#c2-note-0006}  Felix Stalder, "Neun Thesen zur
Remix-Kultur," *i-rights.info* (May 25, 2009), online.

[7](#c2-note-0007a){#c2-note-0007}  Florian Cramer, *Exe.cut(up)able
Statements: Poetische Kalküle und Phantasmen des selbstausführenden
Texts* (Munich: Wilhelm Fink, 2011), pp. 9--10 \[--trans.\]

[8](#c2-note-0008a){#c2-note-0008}  McLuhan stressed that, despite using
the alphabet, every manuscript is unique because it not only depended on
the sequence of letters but also on the individual ability of a given
scribe to []{#Page_185 type="pagebreak" title="185"}lend these letters a
particular shape. With the rise of the printing press, the alphabet shed
these last elements of calligraphy and became typography.

[9](#c2-note-0009a){#c2-note-0009}  Elisabeth L. Eisenstein, *The
Printing Revolution in Early Modern Europe* (Cambridge: Cambridge
University Press, 1983), p. 15.

[10](#c2-note-0010a){#c2-note-0010}  Eisenstein, *The Printing
Revolution in Early Modern Europe*, p. 204.

[11](#c2-note-0011a){#c2-note-0011}  The fundamental aspects of these
conventions were formulated as early as the beginning of the sixteenth
century; see Michael Giesecke, *Der Buchdruck in der frühen Neuzeit:
Eine historische Fallstudie über die Durchsetzung neuer Informations-
und Kommunikationstechnologien* (Frankfurt am Main: Suhrkamp, 1991), pp.
420--40.

[12](#c2-note-0012a){#c2-note-0012}  Eisenstein, *The Printing
Revolution in Early Modern Europe*, p. 49.

[13](#c2-note-0013a){#c2-note-0013}  In April 2014, the Authors Guild --
the association of American writers that had sued Google -- filed an
appeal to overturn the decision and made a public statement demanding
that a new organization be established to license the digital rights of
out-of-print books. See "Authors Guild: Amazon was Google's Target,"
*The Authors Guild: Industry & Advocacy News* (April 11, 2014), online.
In October 2015, however, the next-highest authority -- the United
States Court of Appeals for the Second Circuit -- likewise decided in
Google\'s favor. The Authors Guild promptly announced its intention to
take the case to the Supreme Court.

[14](#c2-note-0014a){#c2-note-0014}  Jean-Noël Jeanneney, *Google and
the Myth of Universal Knowledge: A View from Europe*, trans. Teresa
Lavender Fagan (Chicago, IL: University of Chicago Press, 2007).

[15](#c2-note-0015a){#c2-note-0015}  Within the framework of the Images
for the Future project (2007--14), the Netherlands alone invested more
than €170 million to digitize the collections of the most important
audiovisual archives. Over 10 years, the cost of digitizing the entire
cultural heritage of Europe has been estimated to be around €100
billion. See Nick Poole, *The Cost of Digitising Europe\'s Cultural
Heritage: A Report for the Comité des Sages of the European Commission*
(November 2010), online.

[16](#c2-note-0016a){#c2-note-0016}  Richard Darnton, "The National
Digital Public Library Is Launched!", *New York Review of Books* (April
25, 2013), online.

[17](#c2-note-0017a){#c2-note-0017}  According to estimates by the
British Library, so-called "orphan works" alone -- that is, works still
legally protected but whose right holders are unknown -- make up around
40 percent of the books in its collection that still fall under
copyright law. In an effort to alleviate this problem, the European
Parliament and the European Commission issued a directive []{#Page_186
type="pagebreak" title="186"}in 2012 concerned with "certain permitted
uses of orphan works." This has allowed libraries and archives to make
works available online without permission if, "after carrying out
diligent searches," the copyright holders cannot be found. What
qualifies as a "diligent search," however, is so strictly formulated
that the German Library Association has called the directive
"impracticable." Deutscher Bibliotheksverband, "Rechtlinie über
bestimmte zulässige Formen der Nutzung verwaister Werke" (February 27,
2012), online.

[18](#c2-note-0018a){#c2-note-0018}  UbuWeb, "Frequently Asked
Questions," online.

[19](#c2-note-0019a){#c2-note-0019}  The numbers in this area of
activity are notoriously unreliable, and therefore only rough estimates
are possible. It seems credible, however, that the Pirate Bay was
attracting around a billion page views per month by the end of 2013.
That would make it the seventy-fourth most popular internet destination.
See Ernesto, "Top 10 Most Popular Torrent Sites of 2014" (January 4,
2014), online.

[20](#c2-note-0020a){#c2-note-0020}  See the documentary film *TPB AFK:
The Pirate Bay Away from Keyboard* (2013), directed by Simon Klose.

[21](#c2-note-0021a){#c2-note-0021}  In technical terms, there is hardly
any difference between a "stream" and a "download." In both cases, a
complete file is transferred to the user\'s computer and played.

[22](#c2-note-0022a){#c2-note-0022}  The practice is legal in Germany
but illegal in Austria, though digitized texts are routinely made
available there in seminars. See Seyavash Amini Khanimani and Nikolaus
Forgó, "Rechtsgutachten über die Erforderlichkeit einer freien
Werknutzung im österreichischen Urheberrecht zur Privilegierung
elektronisch unterstützter Lehre," *Forum Neue Medien Austria* (January
2011), online.

[23](#c2-note-0023a){#c2-note-0023}  Deutscher Bibliotheksverband,
"Digitalisierung" (2015), online \[--trans\].

[24](#c2-note-0024a){#c2-note-0024}  David Weinberger, *Everything Is
Miscellaneous: The Power of the New Digital Disorder* (New York: Times
Books, 2007).

[25](#c2-note-0025a){#c2-note-0025}  This is not a question of material
wealth. Those who are economically or socially marginalized are
confronted with the same phenomenon. Their primary experience of this
excess is with cheap goods and junk.

[26](#c2-note-0026a){#c2-note-0026}  See Gregory Bateson, "Form,
Substance and Difference," in Bateson, *Steps to an Ecology of Mind:
Collected Essays in Anthropology, Psychiatry, Evolution and
Epistemology* (London: Jason Aronson, 1972), pp. 455--71, at 460:
"\[I\]n fact, what we mean by information -- the elementary unit of
information -- is *a difference which makes a difference*" (the emphasis
is original).

[27](#c2-note-0027a){#c2-note-0027}  Inke Arns and Gabriele Horn,
*History Will Repeat Itself* (Frankfurt am Main: Revolver, 2007), p.
42.[]{#Page_187 type="pagebreak" title="187"}

[28](#c2-note-0028a){#c2-note-0028}  See the film *The Battle of
Orgreave* (2001), directed by Mike Figgis.

[29](#c2-note-0029a){#c2-note-0029}  Theresa Winge, "Costuming the
Imagination: Origins of Anime and Manga Cosplay," *Mechademia* 1 (2006),
pp. 65--76.

[30](#c2-note-0030a){#c2-note-0030}  Nicolle Lamerichs, "Stranger than
Fiction: Fan Identity in Cosplay," *Transformative Works and Cultures* 7
(2011), online.

[31](#c2-note-0031a){#c2-note-0031}  The *Oxford English Dictionary*
defines "selfie" as a "photographic self-portrait; *esp*. one taken with
a smartphone or webcam and shared via social media."

[32](#c2-note-0032a){#c2-note-0032}  Odin Kroeger et al. (eds),
*Geistiges Eigentum und Originalität: Zur Politik der Wissens- und
Kulturproduktion* (Vienna: Turia + Kant, 2011).

[33](#c2-note-0033a){#c2-note-0033}  Roland Barthes, "The Death of the
Author," in Barthes, *Image -- Music -- Text*, trans. Stephen Heath
(London: Fontana Press, 1977), pp. 142--8.

[34](#c2-note-0034a){#c2-note-0034}  Heinz Rölleke and Albert
Schindehütte, *Es war einmal: Die wahren Märchen der Brüder Grimm und
wer sie ihnen erzählte* (Frankfurt am Main: Eichborn, 2011); and Heiner
Boehncke, *Marie Hassenpflug: Eine Märchenerzählerin der Brüder Grimm*
(Darmstadt: Von Zabern, 2013).

[35](#c2-note-0035a){#c2-note-0035}  Hansjörg Ewert, "Alles nur
geklaut?", *Zeit Online* (February 26, 2013), online. This is not a new
realization but has long been a special area of research for
musicologists. What is new, however, is that it is no longer
controversial outside of this narrow disciplinary discourse. See Peter
J. Burkholder, "The Uses of Existing Music: Musical Borrowing as a
Field," *Notes* 50 (1994), pp. 851--70.

[36](#c2-note-0036a){#c2-note-0036}  Zygmunt Bauman, *Liquid Modernity*
(Cambridge: Polity, 2000), p. 56.

[37](#c2-note-0037a){#c2-note-0037}  Quoted from Eran Schaerf\'s audio
installation *FM-Scenario: Reality Race* (2013), online.

[38](#c2-note-0038a){#c2-note-0038}  The number of members, for
instance, of the two large polit­ical parties in Germany, the Social
Democratic Party and the Christian Democratic Union, reached its peak at
the end of the 1970s or the beginning of the 1980s. Both were able to
increase their absolute numbers for a brief time at the beginning of the
1990s, when the Christian Democratic Party even reached its absolute
high point, but this can be explained by a surge in new members after
reunification. By 2010, both parties already had fewer members than
Greenpeace, whose 580,000 members make it Germany's largest NGO.
Parallel to this, between 1970 and 2010, the proportion of people
without any religious affiliations shrank to approximately 37 percent.
That there are more churches and political parties today is indicative
of how difficult []{#Page_188 type="pagebreak" title="188"}it has become
for any single organization to attract broad strata of society.

[39](#c2-note-0039a){#c2-note-0039}  Ulrich Beck, *Risk Society: Towards
a New Modernity*, trans. Mark Ritter (London: SAGE, 1992), p. 135.

[40](#c2-note-0040a){#c2-note-0040}  Ferdinand Tönnies, *Community and
Society*, trans. Charles P. Loomis (East Lansing: Michigan State
University Press, 1957).

[41](#c2-note-0041a){#c2-note-0041}  Karl Marx and Friedrich Engels,
"The Manifesto of the Communist Party (1848)," trans. Terrell Carver, in
*The Cambridge Companion to the Communist Manifesto*, ed. Carver and
James Farr (Cambridge: Cambridge University Press, 2015), pp. 237--60,
at 239. For Marx and Engels, this was -- like everything pertaining to
the dynamics of capitalism -- a thoroughly ambivalent development. For,
in this case, it finally forced people "to take a down-to-earth view of
their circumstances, their multifarious relationships" (ibid.).

[42](#c2-note-0042a){#c2-note-0042}  As early as the 1940s, Karl Polanyi
demonstrated in *The Great Transformation* (New York: Farrar & Rinehart,
1944) that the idea of strictly separated spheres, which are supposed to
be so typical of society, is in fact highly ideological. He argued above
all that the attempt to implement this separation fully and consistently
in the form of the free market would destroy the foundations of society
because both the life of workers and the environment of the market
itself would be regarded as externalities. For a recent adaptation of
this argument, see David Graeber, *Debt: The First 5000 Years* (New
York: Melville House, 2011).

[43](#c2-note-0043a){#c2-note-0043}  Tönnies's persistent influence can
be felt, for instance, in Zygmunt Bauman's negative assessment of the
compunction to strive for community in his *Community: Seeking Safety in
an Insecure World* (Malden, MA: Blackwell, 2001).

[44](#c2-note-0044a){#c2-note-0044}  See, for example, Amitai Etzioni,
*The Third Way to a Good Society* (London: Demos, 2000).

[45](#c2-note-0045a){#c2-note-0045}  Jean Lave and Étienne Wenger,
*Situated Learning: Legitimate Peripheral Participation* (Cambridge:
Cambridge University Press, 1991), p. 98.

[46](#c2-note-0046a){#c2-note-0046}  Étienne Wenger, *Cultivating
Communities of Practice: A Guide to Managing Knowledge* (Boston, MA:
Harvard Business School Press, 2000).

[47](#c2-note-0047a){#c2-note-0047}  The institutions of the
disciplinary society -- schools, factories, prisons and hospitals, for
instance -- were closed. Whoever was inside could not get out.
Participation was obligatory, and instructions had to be followed. See
Michel Foucault, *Discipline and Punish: The Birth of the Prison*,
trans. Alan Sheridan (New York: Pantheon Books, 1977).[]{#Page_189
type="pagebreak" title="189"}

[48](#c2-note-0048a){#c2-note-0048}  Weber famously defined power as
follows: "Power is the probability that one actor within a social
relationship will be in a position to carry out his own will despite
resistance, regardless of the basis on which this probability rests."
Max Weber, *Economy and Society: An Outline of Interpretive Sociology*,
trans. Guenther Roth and Claus Wittich (Berkeley, CA: University of
California Press, 1978), p. 53.

[49](#c2-note-0049a){#c2-note-0049}  For those in complete despair, the
following tip is provided: "To get more likes, start liking the photos
of random people." Such a strategy, it seems, is more likely to increase
than decrease one's hopelessness. The quotations are from "How to Get
More Likes on Your Instagram Photos," *WikiHow* (2016), online.

[50](#c2-note-0050a){#c2-note-0050}  Jeremy Gilbert, *Democracy and
Collectivity in an Age of Individualism* (London: Pluto Books, 2013).

[51](#c2-note-0051a){#c2-note-0051}  Diedrich Diederichsen,
*Eigenblutdoping: Selbstverwertung, Künstlerromantik, Partizipation*
(Cologne: Kiepenheuer & Witsch, 2008).

[52](#c2-note-0052a){#c2-note-0052}  Harrison Rainie and Barry Wellman,
*Networked: The New Social Operating System* (Cambridge, MA: MIT Press,
2012). The term is practical because it is easy to understand, but it is
also conceptually contradictory. An individual (an indivisible entity)
cannot be defined in terms of a distributed network. With a nod toward
Gilles Deleuze, the cumbersome but theoretically more precise term
"dividual" (the divisible) has also been used. See Gerald Raunig,
"Dividuen des Facebook: Das neue Begehren nach Selbstzerteilung," in
Oliver Leistert and Theo Röhle (eds), *Generation Facebook: Über das
Leben im Social Net* (Bielefeld: Transcript, 2011), pp. 145--59.

[53](#c2-note-0053a){#c2-note-0053}  Jariu Saramäki et al., "Persistence
of Social Signatures in Human Communication," *Proceedings of the
National Academy of Sciences of the United States of America* 111
(2014): 942--7.

[54](#c2-note-0054a){#c2-note-0054}  The term "weak ties" derives from a
study of where people find out information about new jobs. As the study
shows, this information does not usually come from close friends, whose
level of knowledge often does not differ much from that of the person
looking for a job, but rather from loose acquaintances, whose living
environments do not overlap much with one\'s own and who can therefore
make information available from outside of one\'s own network. See Mark
Granovetter, "The Strength of Weak Ties," *American Journal of
Sociology* 78 (1973): 1360--80.

[55](#c2-note-0055a){#c2-note-0055}  Castells, *The Power of Identity*,
420.

[56](#c2-note-0056a){#c2-note-0056}  Ulf Weigelt, "Darf der Chef
ständige Erreichbarkeit ver­langen?" *Zeit Online* (June 13, 2012),
online \[--trans.\].[]{#Page_190 type="pagebreak" title="190"}

[57](#c2-note-0057a){#c2-note-0057}  Hartmut Rosa, *Social Acceleration:
A New Theory of Modernity*, trans. Jonathan Trejo-Mathys (New York:
Columbia University Press, 2013).

[58](#c2-note-0058a){#c2-note-0058}  This technique -- "social freezing"
-- has already become so standard that it is now regarded as way to help
women achieve a better balance between work and family life. See Kolja
Rudzio "Social Freezing: Ein Kind von Apple," *Zeit Online* (November 6,
2014), online.

[59](#c2-note-0059a){#c2-note-0059}  See the film *Into Eternity*
(2009), directed by Michael Madsen.

[60](#c2-note-0060a){#c2-note-0060}  Thomas S. Kuhn, *The Structure of
Scientific Revolutions*, 3rd edn (Chicago, IL: University of Chicago
Press, 1996).

[61](#c2-note-0061a){#c2-note-0061}  Werner Busch and Peter Schmoock,
*Kunst: Die Geschichte ihrer Funktionen* (Weinheim: Quadriga/Beltz,
1987), p. 179 \[--trans.\].

[62](#c2-note-0062a){#c2-note-0062}  "'When Attitude Becomes Form' at
the Fondazione Prada," *Contemporary Art Daily* (September 18, 2013),
online.

[63](#c2-note-0063a){#c2-note-0063}  Owing to the hyper-capitalization
of the art market, which has been going on since the 1990s, this role
has shifted somewhat from curators to collectors, who, though validating
their choices more on financial than on argumentative grounds, are
essentially engaged in the same activity. Today, leading cur­ators
usually work closely together with collectors and thus deal with more
money than the first generation of curators ever could have imagined.

[64](#c2-note-0064a){#c2-note-0064}  Diedrich Diederichsen, "Showfreaks
und Monster," *Texte zur Kunst* 71 (2008): 69--77.

[65](#c2-note-0065a){#c2-note-0065}  Alexander R. Galloway, *Protocol:
How Control Exists after Decentralization* (Cambridge, MA: MIT Press,
2004), pp. 7, 75.

[66](#c2-note-0066a){#c2-note-0066}  Even the *Frankfurter Allgemeine
Zeitung* -- at least in its online edition -- has begun to publish more
and more articles in English. The newspaper has accepted the
disadvantage of higher editorial costs in order to remain relevant in
the increasingly globalized debate.

[67](#c2-note-0067a){#c2-note-0067}  Joseph Reagle, "'Free as in
Sexist?' Free Culture and the Gender Gap," *First Monday* 18 (2013),
online.

[68](#c2-note-0068a){#c2-note-0068}  Wikipedia\'s own "Editor Survey"
from 2011 reports a women\'s quota of 9 percent. Other studies have come
to a slightly higher number. See Benjamin Mako Hill and Aaron Shaw, "The
Wikipedia Gender Gap Revisited: Characterizing Survey Response Bias with
Propensity Score Estimation," *PLOS ONE* 8 (July 26, 2013), online. The
problem is well known, and the Wikipedia Foundation has been making
efforts to correct matters. In 2011, its goal was to increase the
participation of women to 25 percent by 2015. This has not been
achieved.[]{#Page_191 type="pagebreak" title="191"}

[69](#c2-note-0069a){#c2-note-0069}  Shyong (Tony) K. Lam et al. (2011),
"WP: Clubhouse? An Exploration of Wikipedia's Gender Imbalance,"
*WikiSym* 11 (2011), online.

[70](#c2-note-0070a){#c2-note-0070}  David Singh Grewal, *Network Power:
The Social Dynamics of Globalization* (New Haven, CT: Yale University
Press, 2008).

[71](#c2-note-0071a){#c2-note-0071}  Ibid., p. 29.

[72](#c2-note-0072a){#c2-note-0072}  Niklas Luhmann, *Macht im System*
(Berlin: Suhrkamp, 2013), p. 52 \[--trans.\].

[73](#c2-note-0073a){#c2-note-0073}  Mathieu O\'Neil, *Cyberchiefs:
Autonomy and Authority in Online Tribes* (London: Pluto Press, 2009).

[74](#c2-note-0074a){#c2-note-0074}  Eric Steven Raymond, "The Cathedral
and the Bazaar," *First Monday* 3 (1998), online.

[75](#c2-note-0075a){#c2-note-0075}  Jorge Luis Borges, "The Library of
Babel," trans. Anthony Kerrigan, in Borges, *Ficciones* (New York: Grove
Weidenfeld, 1962), pp. 79--88.

[76](#c2-note-0076a){#c2-note-0076}  Heinrich Geiselberger and Tobias
Moorstedt (eds), *Big Data: Das neue Versprechen der Allwissenheit*
(Berlin: Suhrkamp, 2013).

[77](#c2-note-0077a){#c2-note-0077}  This is one of the central tenets
of science and technology studies. See, for instance, Geoffrey C. Bowker
and Susan Leigh Star, *Sorting Things Out: Classification and Its
Consequences* (Cambridge, MA: MIT Press, 1999).

[78](#c2-note-0078a){#c2-note-0078}  Sybille Krämer, *Symbolische
Maschinen: Die Idee der Formalisierung in geschichtlichem Abriß*
(Darmstadt: Wissenschaft­liche Buchgesellschaft, 1988), 50--69.

[79](#c2-note-0079a){#c2-note-0079}  Quoted from Doron Swade, "The
'Unerring Certainty of Mechanical Agency': Machines and Table Making in
the Nineteenth Century," in Martin Campbell-Kelly et al. (eds), *The
History of Mathematical Tables: From Sumer to Spreadsheets* (Oxford:
Oxford University Press, 2003), pp. 145--76, at 150.

[80](#c2-note-0080a){#c2-note-0080}  The mechanical construction
suggested by Leibniz was not to be realized as a practically usable (and
therefore patentable) calculating machine until 1820, by which point it
was referred to as an "arithmometer."

[81](#c2-note-0081a){#c2-note-0081}  Krämer, *Symbolische Maschinen*, 98
\[--trans.\].

[82](#c2-note-0082a){#c2-note-0082}  Charles Babbage, *On the Economy of
Machinery and Manufactures* (London: Charles Knight, 1832), p. 153: "We
have already mentioned what may, perhaps, appear paradoxical to some of
our readers -- that the division of labour can be applied with equal
success to mental operations, and that it ensures, by its adoption, the
same economy of time."

[83](#c2-note-0083a){#c2-note-0083}  This structure, which is known as
"Von Neumann architecture," continues to form the basis of almost all
computers.

[84](#c2-note-0084a){#c2-note-0084}  "Gordon Moore Says Aloha to
Moore\'s Law," *The Inquirer* (April 13, 2005), online.[]{#Page_192
type="pagebreak" title="192"}

[85](#c2-note-0085a){#c2-note-0085}  Miriam Meckel, *Next: Erinnerungen
an eine Zukunft ohne uns* (Reinbeck bei Hamburg: Rowohlt, 2011). One
could also say that this anxiety has been caused by the fact that the
automation of labor has begun to affect middle-class jobs as well.

[86](#c2-note-0086a){#c2-note-0086}  Steven Levy, "Can an Algorithm
Write a Better News Story than a Human Reporter?" *Wired* (April 24,
2012), online.

[87](#c2-note-0087a){#c2-note-0087}  Alexander Pschera, *Animal
Internet: Nature and the Digital Revolution*, trans. Elisabeth Laufer
(New York: New Vessel Press, 2016).

[88](#c2-note-0088a){#c2-note-0088}  The American intelligence services
are not unique in this regard. *Spiegel* has reported that, in Russia,
entire "bot armies" have been mobilized for the "propaganda battle."
Benjamin Bidder, "Nemzow-Mord: Die Propaganda der russischen Hardliner,"
*Spiegel Online* (February 28, 2015), online.

[89](#c2-note-0089a){#c2-note-0089}  Lennart Guldbrandsson, "Swedish
Wikipedia Surpasses 1 Million Articles with Aid of Article Creation
Bot," [blog.wikimedia.org](http://blog.wikimedia.org) (June 17, 2013),
online.

[90](#c2-note-0090a){#c2-note-0090}  Thomas Bunnell, "The Mathematics of
Film," *Boom Magazine* (November 2007): 48--51.

[91](#c2-note-0091a){#c2-note-0091}  Christopher Steiner, "Automatons
Get Creative," *Wall Street Journal* (August 17, 2012), online.

[92](#c2-note-0092a){#c2-note-0092}  "The Hewlett Foundation: Automated
Essay Scoring," [kaggle.com](http://kaggle.com) (February 10, 2012),
online.

[93](#c2-note-0093a){#c2-note-0093}  Ian Ayres, *Super Crunchers: How
Anything Can Be Predicted* (London: Bookpoint, 2007).

[94](#c2-note-0094a){#c2-note-0094}  Each of these models was tested on
the basis of the 50 million most common search terms from the years
2003--8 and classified according to the time and place of the search.
The results were compared with data from the health authorities. See
Jeremy Ginsberg et al., "Detecting Influenza Epidemics Using Search
Engine Query Data," *Nature* 457 (2009): 1012--4.

[95](#c2-note-0095a){#c2-note-0095}  In absolute terms, the rate of
correct hits, at 15.8 percent, was still relatively low. With the same
dataset, however, random guessing would only have an accuracy of 0.005
percent. See V. Le Quoc et al., "Building High-Level Features Using
Large-Scale Unsupervised Learning,"
[research.google.com](http://research.google.com) (2012), online.

[96](#c2-note-0096a){#c2-note-0096}  Neil Johnson et al., "Abrupt Rise
of New Machine Ecology beyond Human Response Time," *Nature: Scientific
Reports* 3 (2013), online. The authors counted 18,520 of these events
between January 2006 and February 2011; that is, about 15 per day on
average.

[97](#c2-note-0097a){#c2-note-0097}  Gerald Nestler, "Mayhem in Mahwah:
The Case of the Flash Crash; or, Forensic Re-performance in Deep Time,"
in Anselm []{#Page_193 type="pagebreak" title="193"}Franke et al. (eds),
*Forensis: The Architecture of Public Truth* (Berlin: Sternberg Press,
2014), pp. 125--46.

[98](#c2-note-0098a){#c2-note-0098}  Another facial recognition
algorithm by Google provides a good impression of the rate of progress.
As early as 2011, the latter was able to identify dogs in images with 80
percent accuracy. Three years later, this rate had not only increased to
93.5 percent (which corresponds to human capabilities), but the
algorithm could also identify more than 200 different types of dog,
something that hardly any person can do. See Robert McMillan, "This Guy
Beat Google\'s Super-Smart AI -- But It Wasn\'t Easy," *Wired* (January
15, 2015), online.

[99](#c2-note-0099a){#c2-note-0099}  Sergey Brin and Lawrence Page, "The
Anatomy of a Large-Scale Hypertextual Web Search Engine," *Computer
Networks and ISDN Systems* 30 (1998): 107--17.

[100](#c2-note-0100a){#c2-note-0100}  Eugene Garfield, "Citation Indexes
for Science: A New Dimension in Documentation through Association of
Ideas," *Science* 122 (1955): 108--11.

[101](#c2-note-0101a){#c2-note-0101}  Since 1964, the data necessary for
this has been published as the Science Citation Index (SCI).

[102](#c2-note-0102a){#c2-note-0102}  The assumption that the subjects
produce these structures indirectly and without any strategic intention
has proven to be problematic in both contexts. In the world of science,
there are so-called citation cartels -- groups of scientists who
frequently refer to one another\'s work in order to improve their
respective position in the SCI. Search engines have likewise given rise
to search engine optimizers, which attempt by various means to optimize
a website\'s evaluation by search engines.

[103](#c2-note-0103a){#c2-note-0103}  Regarding the history of the SCI
and its influence on the early version of Google\'s PageRank, see Katja
Mayer, "Zur Soziometrik der Suchmaschinen: Ein historischer Überblick
der Methodik," in Konrad Becker and Felix Stalder (eds), *Deep Search:
Die Politik des Suchens jenseits von Google* (Innsbruck: Studienverlag,
2009), pp. 64--83.

[104](#c2-note-0104a){#c2-note-0104}  A site with zero links to it could
not be registered by the algorithm at all, for the search engine indexed
the web by having its "crawler" follow the links itself.

[105](#c2-note-0105a){#c2-note-0105}  "Google Algorithm Change History,"
[moz.com](http://moz.com) (2016), online.

[106](#c2-note-0106a){#c2-note-0106}  Martin Feuz et al., "Personal Web
Searching in the Age of Semantic Capitalism: Diagnosing the Mechanisms
of Personalisation," *First Monday* 17 (2011), online.

[107](#c2-note-0107a){#c2-note-0107}  Brian Dean, "Google\'s 200 Ranking
Factors," *Search Engine Journal* (May 31, 2013), online.

[108](#c2-note-0108a){#c2-note-0108}  Thus, it is not only the world of
advertising that motivates the collection of personal information. Such
information is also needed for the development of personalized
algorithms that []{#Page_194 type="pagebreak" title="194"}give order to
the flood of data. It can therefore be assumed that the rampant
collection of personal information will not cease or slow down even if
commercial demands happen to change, for instance to a business model
that is not based on advertising.

[109](#c2-note-0109a){#c2-note-0109}  For a detailed discussion of how
these three levels are recorded, see Felix Stalder and Christine Mayer,
"Der zweite Index: Suchmaschinen, Personalisierung und Überwachung," in
Konrad Becker and Felix Stalder (eds), *Deep Search: Die Politik des
Suchens jenseits von Google* (Innsbruck: Studienverlag, 2009), pp.
112--31.

[110](#c2-note-0110a){#c2-note-0110}  This raises the question of which
drivers should be sent on a detour, so that no traffic jam comes about,
and which should be shown the most direct route, which would now be
traffic-free.

[111](#c2-note-0111a){#c2-note-0111}  Pamela Vaughan, "Demystifying How
Facebook\'s EdgeRank Algorithm Works," *HubSpot* (April 23, 2013),
online.

[112](#c2-note-0112a){#c2-note-0112}  Lisa Gitelman (ed.), *"Raw Data"
Is an Oxymoron* (Cambridge, MA: MIT Press, 2013).

[113](#c2-note-0113a){#c2-note-0113}  The terms "raw," in the sense of
unprocessed, and "cooked," in the sense of processed, derive from the
anthropologist Claude Lévi-Strauss, who introduced them to clarify the
difference between nature and culture. See Claude Lévi-Strauss, *The Raw
and the Cooked*, trans. John Weightman and Doreen Weightman (Chicago,
IL: University of Chicago Press, 1983).

[114](#c2-note-0114a){#c2-note-0114}  Jessica Lee, "No. 1 Position in
Google Gets 33% of Search Traffic," *Search Engine Watch* (June 20,
2013), online.

[115](#c2-note-0115a){#c2-note-0115}  One estimate that continues to be
cited quite often is already obsolete: Michael K. Bergman, "White Paper
-- The Deep Web: Surfacing Hidden Value," *Journal of Electronic
Publishing* 7 (2001), online. The more content is dynamically generated
by databases, the more questionable such estimates become. It is
uncontested, however, that only a small portion of online information is
registered by search engines.

[116](#c2-note-0116a){#c2-note-0116}  Theo Röhle, "Die Demontage der
Gatekeeper: Relationale Perspektiven zur Macht der Suchmaschinen," in
Konrad Becker and Felix Stalder (eds), *Deep Search: Die Politik des
Suchens jenseits von Google* (Innsbruck: Studienverlag, 2009), pp.
133--48.

[117](#c2-note-0117a){#c2-note-0117}  The phenomenon of preparing the
world to be recorded by algorithms is not restricted to digital
networks. As early as 1994 in Germany, for instance, a new sort of
typeface was introduced (the *Fälschungserschwerende Schrift*,
"forgery-impeding typeface") on license plates for the sake of machine
readability and facilitating automatic traffic control. To the human
eye, however, it appears somewhat misshapen and
disproportionate.[]{#Page_195 type="pagebreak" title="195"}

[118](#c2-note-0118a){#c2-note-0118}  [Fairsearch.org](http://Fairsearch.org)
was officially supported by several of Google\'s competitors, including
Microsoft, TripAdvisor, and Oracle.

[119](#c2-note-0119a){#c2-note-0119}  "Antitrust: Commission Sends
Statement of Objections to Google on Comparison Shopping Service,"
*European Commission: Press Release Database* (April 15, 2015), online.

[120](#c2-note-0120a){#c2-note-0120}  Amit Singhal, "An Update to Our
Search Algorithms," *Google Inside Search* (August 10, 2012), online. By
the middle of 2014, according to some sources, Google had received
around 20 million requests to remove links from its index on account of
copyright violations.

[121](#c2-note-0121a){#c2-note-0121}  Alexander Wragge, "Google-Ranking:
Herabstufung ist 'Zensur light'," *iRights.info* (August 23, 2012),
online.

[122](#c2-note-0122a){#c2-note-0122}  Farhad Manjoo,"Amazon\'s Tactics
Confirm Its Critics\' Worst Suspicions," *New York Times: Bits Blog*
(May 23, 2014), online.

[123](#c2-note-0123a){#c2-note-0123}  Lucas D. Introna and Helen
Nissenbaum, "Shaping the Web: Why the Politics of Search Engines
Matters," *Information Society* 16 (2000): 169--85, at 181.

[124](#c2-note-0124a){#c2-note-0124}  Eli Pariser, *The Filter Bubble:
How the New Personalized Web Is Changing What We Read and How We Think*
(New York: Penguin, 2012).

[125](#c2-note-0125a){#c2-note-0125}  Antoinette Rouvroy, "The End(s) of
Critique: Data-Behaviourism vs. Due-Process," in Katja de Vries and
Mireille Hilde­brandt (eds), *Privacy, Due Process and the Computational
Turn: The Philosophy of Law Meets the Philosophy of Technology* (New
York: Routledge, 2013), pp. 143--65.

[126](#c2-note-0126a){#c2-note-0126}  See B. F. Skinner, *Science and
Human Behavior* (New York: The Free Press, 1953), p. 35: "We undertake
to predict and control the behavior of the individual organism. This is
our 'dependent variable' -- the effect for which we are to find the
cause. Our 'independent variables' -- the causes of behavior -- are the
external conditions of which behavior is a function."

[127](#c2-note-0127a){#c2-note-0127}  Nathan Jurgenson, "View from
Nowhere: On the Cultural Ideology of Big Data," *New Inquiry* (October
9, 2014), online.

[128](#c2-note-0128a){#c2-note-0128}  danah boyd and Kate Crawford,
"Critical Questions for Big Data: Provocations for a Cultural,
Technological and Scholarly Phenomenon," *Information, Communication &
Society* 15 (2012): 662--79.
:::
:::

[III]{.chapterNumber} [Politics]{.chapterTitle} {#c3}

::: {.section}
Referentiality, communality, and algorithmicity have become the
characteristic forms of the digital condition because more and more
people -- in more and more segments of life and by means of increasingly
complex technologies -- are actively (or compulsorily) participating in
the negotiation of social meaning. They are thus reacting to the demands
of a chaotic, overwhelming sphere of information and thereby
contributing to its greater expansion. It is the ubiquity of these forms
that makes it possible to speak of the digital condition in the
singular. The goals pursued in these cultural forms, however, are as
diverse, contradictory, and conflicted as society itself. It would
therefore be equally false to assume uniformity or an absence of
alternatives in the unfolding of social and political developments. On
the contrary, the idea of a lack of alternatives is an ideological
assertion that is itself part of a specific political agenda.

In order to resolve this ostensible contradiction between developments
that take place in a manner that is uniform and beyond influence and
those that are characterized by the variable and open-ended
implementation of diverse interests, it is necessary to differentiate
between two levels. One possibility for doing so is presented by Marxist
political economy. It distinguishes between *productive forces*, which
are defined as the technical infrastructure, the state of knowledge, and
the []{#Page_125 type="pagebreak" title="125"}organization of labor, and
the *relations of production*, which are defined as the institutions,
laws, and practices in which people are able to realize the
techno-cultural possibilities of their time. Both are related to one
another, though each develops with a certain degree of autonomy. The
relation between them is essential for the development of society. The
closer they correspond to one another, the more smoothly this
development will run its course; the more contradictions happen to exist
between them, the more this course will suffer from unrest and
conflicts. One of many examples of a current contradiction between these
two levels is the development that has occurred in the area of cultural
works. Whereas radical changes have taken place in their production,
processing, and reproduction (that is, on the level of productive
forces), copyright law (that is, the level of the relations of
production) has remained almost unchanged. In Marxist theory, such
contradictions are interpreted as a starting point for political
upheavals, indeed as a precondition for revolution. As Marx wrote:

::: {.extract}
At a certain stage of development, the material productive forces of
society come into conflict with the existing relations of production or
-- this merely expresses the same thing in legal terms -- with the
property relations within the framework of which they have operated
hitherto. From forms of development of the productive forces these
relations turn into their fetters. Then begins an era of social
revolution.[^1^](#c3-note-0001){#c3-note-0001a}
:::

Many theories aiming to overcome capitalism proceed on the basis of this
dynamic.[^2^](#c3-note-0002){#c3-note-0002a} The distinction between
productive forces and the relations of production, however, is not
unproblematic. On the one hand, no one has managed to formulate an
entirely convincing theory concerning the reciprocal relation between
the two. What does it mean, exactly, that they are related to one
another and yet are simultaneously autonomous? When does the moment
arrive in which they come into conflict with one another? And what,
exactly, happens then? For the most part, these are unsolved questions.
On the other hand, because of the blending of work and leisure already
mentioned, as well as the general economization of social activity (as
is happening on social []{#Page_126 type="pagebreak" title="126"}mass
media and in the creative economy, for instance), it is hardly possible
now to draw a line between production and reproduction. Thus, this set
of concepts, which is strictly oriented toward economic production
alone, is more problematic than ever. My decision to use these concepts
is therefore limited to clarifying the conceptual transition from the
previous chapter to the chapter at hand. The concern of the last chapter
was to explain the forms that cultural processes have adopted under the
present conditions -- ubiquitous telecommunication, general expressivity
(referentiality), flexible cooperation (communality), and informational
automation (algorithmicity). In what follows, on the contrary, my focus
will turn to the political dynamics that have emerged from the
realization of "productive forces" as concrete "relations of production"
or, in more general terms, as social relations. Without claiming to be
comprehensive, I have assigned the confusing and conflicting
multiplicity of actors, projects, and institutions to two large
political developments: post-democracy and commons. The former is moving
toward an essentially authoritarian society, while the latter is moving
toward a radical renewal of democracy by broadening the scope of
collective decision-making. Both cases involve more than just a few
minor changes to the existing order. Rather, both are ultimately leading
to a new political constellation beyond liberal representative
democracy.
:::

::: {.section}
Post-democracy {#c3-sec-0002}
--------------

The current dominant political development is the spread and
entrenchment of post-democracy. The term was coined in the middle of the
1990s by Jacques Rancière. "Post-democracy," as he defined it, "is the
government practice and conceptual legitimization of a democracy *after*
the demos, a democracy that has eliminated the appearance, miscount and
dispute of the people."[^3^](#c3-note-0003){#c3-note-0003a} Rancière
argued that the immediate presence of the people (the demos) has been
abolished and replaced by processes of simulation and modeling such as
opinion polls, focus groups, and plans for various scenarios -- all
guided by technocrats. Thus, he believed that the character of political
processes has changed, namely from disputes about how we []{#Page_127
type="pagebreak" title="127"}ought to face a principally open future to
the administration of predefined necessities and fixed constellations.
As early as the 1980s, Margaret Thatcher justified her radical reforms
with the expression "There is no alternative!" Today, this form of
argumentation remains part of the core vocabulary of post-democratic
politics. Even Angela Merkel is happy to call her political program
*alternativlos* ("without alternatives"). According to Rancière, this
attitude is representative of a government practice that operates
without the unpredictable presence of the people and their dissent
concerning fundamental questions. All that remains is "police logic," in
which everything is already determined, counted, and managed.

Ten years after Rancière\'s ruminations, Colin Crouch revisited the
concept and defined it anew. His notion of post-democracy is as follows:

::: {.extract}
Under this model, while elections certainly exist and can change
governments, public electoral debate is a tightly controlled spectacle,
managed by rival teams of professionals expert in the technique of
persuasion, and considering a small range of issues selected by those
teams. The mass of citizens plays a passive, quiescent, even apathetic
part, responding only to the signals given them. Behind this spectacle
of the electoral game, politics is really shaped in private by
interaction between elected governments and elites that overwhelmingly
represent business interests.[^4^](#c3-note-0004){#c3-note-0004a}
:::

He goes on:

::: {.extract}
My central contentions are that, while the forms of democracy remain
fully in place and today in some respects are actually strengthened --
politics and government are increasingly slipping back into the control
of privileged elites in the manner characteristic of predemocratic
times; and that one major consequence of this process is the growing
impotence of egalitarian causes.[^5^](#c3-note-0005){#c3-note-0005a}
:::

In his analysis, Crouch focused on the Western political system in the
strict sense -- parties, parliaments, governments, eligible voters --
and in particular on the British system under Tony Blair. He described
the development of representative democracy as a rising and declining
curve, and he diagnosed []{#Page_128 type="pagebreak" title="128"}not
only an erosion of democratic institutions but also a shift in the
legitimation of public activity. In this regard, according to Crouch,
the participation of citizens in political decision-making (input
legitimation) has become far less important than the quality of the
achievements that are produced for the citizens (output legitimation).
Out of democracy -- the "dispute of the people," in Rancière\'s sense --
emerges governance. As Crouch maintains, however, this shift was
accompanied by a sustained weakening of public institutions, because it
was simultaneously postulated that private actors are fundamentally more
efficient than the state. This argument was used (and continues to be
used) to justify taking an increasing number of services away from
public actors and entrusting them instead to the private sphere, which
has accordingly become more influential and powerful. One consequence of
this has been, according to Crouch, "the collapse of self-confidence on
the part of the state and the meaning of public authority and public
service."[^6^](#c3-note-0006){#c3-note-0006a} Ultimately, the threat at
hand is the abolishment of democratic institutions in the name of
efficiency. These institutions are then replaced by technocratic
governments without a democratic mandate, as has already happened in
Greece, Portugal, or Ireland, where external overseers have been
directly or indirectly determining the political situation.

::: {.section}
### Social mass media as an everyday aspect of post-democratic life {#c3-sec-0003}

For my purposes, it is of little interest whether the concept of "public
authority" really ought to be revived or whether and in what
circumstances the parable of rising and declining will help us to
understand the development of liberal
democracy.[^7^](#c3-note-0007){#c3-note-0007a} Rather, it is necessary
to supplement Crouch\'s approach in order to make it fruitful for our
understanding of the digital condition, which extends greatly beyond
democratic processes in the classical sense -- that is, with
far-reaching decisions about issues concerning society in a formalized
and binding manner that is legitimized by citizen participation. I will
therefore designate as "post-democratic" all of those developments --
wherever they are taking place -- that, although admittedly preserving
or even providing new []{#Page_129 type="pagebreak"
title="129"}possibilities for participation, simultaneously also
strengthen the capacity for decision-making on levels that preclude
co-determination. This has brought about a lasting separation between
social participation and the institutional exertion of power. These
developments, the everyday instances of which may often be harmless and
banal, create as a whole the cultural preconditions and experiences that
make post-democracy -- both in Crouch\'s strict sense and the broader
sense of Rancière -- seem normal and acceptable.

In an almost ideal-typical form, the developments in question can be
traced alongside the rise of commercially driven social mass media.
Their shape, however, is not a matter of destiny (it is not the result
of any technological imperative) but rather the consequence of a
specific political, economic, and technical constellation that realized
the possibilities of the present (productive forces) in particular
institutional forms (relations of production) and was driven to do so in
the interest of maximizing profit and control. A brief look at the
history of digital communication will be enough to clarify this. In the
middle of the 1990s, the architecture of the internet was largely
decentralized and based on open protocols. The attempts of America
Online (AOL) and CompuServe to run a closed network (an intranet, as we
would call it today) to compete with the open internet were
unsuccessful. The large providers never really managed to address the
need or desire of users to become active producers of meaning. Even the
most popular elements of these closed worlds -- the forums in which
users could interact relatively directly with one another -- lacked the
diversity and multiplicity of participatory options that made the open
internet so attractive.

One of the most popular and radical services on the open internet was
email. The special thing about it was that electronic messages could be
used both for private (one-to-one) and for communal (many-to-many)
communication of all sorts, and thus it helped to merge the previously
distinct domains of the private and the communal. By the middle of the
1980s, and with the help of specialized software, it was possible to
create email lists with which one could send messages efficiently and
reliably to small and large groups. Users could join these groups
without much effort. From the beginning, email has played a significant
role in the creation []{#Page_130 type="pagebreak" title="130"}of
communal formations. Email was one of the first technologies that
enabled the horizontal coordination of large and dispersed groups, and
it was often used to that end. Linus Torvalds\'s famous call for people
to collaborate with him on his operating system -- which was then "just
a hobby" but today, as Linux, makes up part of the infrastructure of the
internet -- was issued on August 25, 1991, via email (and news groups).

One of the most important features of email was due to the service being
integrated into an infrastructure that was decentralized by means of
open protocols. And so it has remained. The fundamental Simple Mail
Transfer Protocol (SMTP), which is still being used, is based on a
so-called Request for Comments (RFC) from 1982. In this document, which
sketched out the new protocol and made it open to discussion, it was
established from the outset that communication should be enabled between
independent networks.[^8^](#c3-note-0008){#c3-note-0008a} On the basis
of this standard, it is thus possible today for different providers to
create an integrated space for communication. Even though they are in
competition with one another, they nevertheless cooperate on the level
of the technical protocol and allow users to send information back and
forth regardless of which providers are used. A choice to switch
providers would not cause the forfeiting of individuals\' address books
or any data. Those who put convenience first can use one of the large
commercial providers, or they can choose one of the many small
commercial or non-commercial services that specialize in certain niches.
It is even possible to set up one\'s own server in order to control this
piece of infrastructure independently. In short, thanks to the
competition between providers or because they themselves command the
necessary technical know-how, users continue to have the opportunity to
influence the infrastructure directly and thus to co-determine the
essential (technical) parameters that allow for specific courses of
action. Admittedly, modern email services are set up in such a way that
most of their users remain on the surface, while the essential decisions
about how they are able to act are made on the "back side"; that is, in
the program code, in databases, and in configuration files. Yet these
two levels are not structurally (that is, organizationally and
technically) separated from one another. Whoever is willing and ready to
[]{#Page_131 type="pagebreak" title="131"}appropriate the corresponding
and freely available technical knowledge can shift back and forth
between them. Before the internet was made suitable for the masses, it
had been necessary to possess such knowledge in order to use the often
complicated and error-prone infrastructure at all.

Over the last 10 to 15 years, these structures have been radically
changed by commercially driven social mass media, which have been
dominated by investors. They began to offer a variety of services in a
user-friendly form and thus enabled the great majority of the population
to make use of complex applications on an everyday basis. This, however,
has gone hand in hand with the centralization of applications and user
information. In the case of email, this happened through the
introduction of Webmail, which always stores every individual message on
the provider\'s computer, where they can be read and composed via web
browsers.[^9^](#c3-note-0009){#c3-note-0009a} From that point on,
providers have been able to follow everything that users write in their
emails. Thanks to nearly comprehensive internet connectivity, Webmail is
very widespread today, and the large providers -- above all Google,
whose Gmail service had more than 500 million users in 2014 -- dominate
the market. The gap has thus widened between user interfaces and the
processes that take place behind them on servers and in data centers,
and this has expanded what Crouch referred to as "the influence of the
privileged elite." In this case, the elite are the engineers and
managers employed by the large providers, and everyone else with access
to the underbelly of the infrastructure, including the British
Government Communications Headquarters (GCHQ) and the US National
Security Agency (NSA), both of which employ programs such as a MUSCULAR
to record data transfers between the computer centers operated by large
American providers.[^10^](#c3-note-0010){#c3-note-0010a}

Nevertheless, email essentially remains an open application, for the
SMTP protocol forces even the largest providers to cooperate. Small
providers are able to collaborate with the latter and establish new
services with them. And this creates options. Since Edward Snowden\'s
revelations, most people are aware that all of their online activities
are being monitored, and this has spurred new interest in secure email
services. In the meantime, there has been a whole series of projects
aimed at combining simple usability with complex []{#Page_132
type="pagebreak" title="132"}encryption in order to strengthen the
privacy of normal users. This same goal has led to a number of
successful crowd-funding campaigns, which indicates that both the
interest and the resources are available to accomplish
it.[^11^](#c3-note-0011){#c3-note-0011a} For users, however, these
offers are only attractive if they are able to switch providers without
great effort. Moreover, such new competition has motivated established
providers to modify their own
infrastructure.[^12^](#c3-note-0012){#c3-note-0012a} In the case of
email, the level on which new user options are created is still
relatively closely linked to that on which generally binding decisions
are made and implemented. In this sense, email is not a post-democratic
technology.
:::

::: {.section}
### Centralization and the power of networks {#c3-sec-0004}

Things are entirely different in the case of new social mass media such
as Facebook, Twitter, LinkedIn, WhatsApp, or most of the other
commercial services that were developed after the year 2000. Almost all
of them are based on standards that are closed and controlled by the
network oper­ators, and these standards prevent users from communicating
beyond the boundaries defined by the providers. Through Facebook, it is
only possible to be in touch with other users of the platform, and
whoever leaves the platform will have to give up all of his or her
Facebook friends.

As with email, these services also rely on people producing their own
content. By now, Facebook has more than a billion users, and each of
them has produced at least a rudimentary personal profile and a few
likes. Thanks to networking opportunities, which make up the most
important service offered by all of these providers, communal formations
can be created with ease. Every day, groups are formed that organize
information, knowledge, and resources in order to establish self-defined
practices (both online and offline). The immense amounts of data,
information, and cultural references generated by this are pre-sorted by
algorithms that operate in the background to ensure that users never
lose their orientation.[^13^](#c3-note-0013){#c3-note-0013a} Viewed from
the perspective of output legitimation -- that is, in terms of what
opportunities these services provide and at what cost -- such offers are
extremely attractive. Examined from the perspective of input
legitimation -- that is, in terms []{#Page_133 type="pagebreak"
title="133"}of how essential decisions are made -- things look rather
different. By means of technical, organizational, and legal standards,
Facebook and other operators of commercially driven social mass media
have created structures in which the level of user interaction is
completely separated from the level on which essential decisions are
made that concern the community of users. Users have no way to influence
the design or development of the conditions under which they (have to)
act. At best, it remains possible to choose one aspect or another from a
predetermined offer; that is, to use certain options or not. Take it or
leave it. As to which options and features are available, users can
neither determine this nor have any direct influence over the matter. In
short, commercial social networks have institutionalized a power
imbalance between those engaged with the user interface and those who
operate the services behind the scenes. The possibility of users to
organize themselves and exert influence -- over the way their data are
treated, for instance -- is severely limited.

One (nominal) exception to this happened to be Facebook itself. From
2009 to 2012, the company allowed users to vote about any proposed
changes to its terms and conditions, which attracted more than 7,000
comments. If 30 percent of all registered members participated, then the
result would be binding. In practice, however, this rule did not have
any consequences, for the quorum was never achieved. This is no
surprise, because Facebook did not make any effort to increase
participation. In fact, the opposite was true. As the privacy activist
Max Schrems has noted, without mincing words, "After grand promises of
user participation, the ballot box was then hidden away for
safekeeping."[^14^](#c3-note-0014){#c3-note-0014a} With reference to the
apparent lack of interest on the part of its users, Facebook did away
with the possibility to vote and replaced it with the option of
directing questions to management.[^15^](#c3-note-0015){#c3-note-0015a}
Since then, and even in the case of fundamental decisions that concern
everyone involved, there has been no way for users to participate in the
discussion. This new procedure, which was used to implement a
comprehensive change in Facebook\'s privacy policy, was described by the
company\'s founder Mark Zuckerberg as follows: "We decided that these
would be the social norms now, and we just went for
it."[^16^](#c3-note-0016){#c3-note-0016a} It is not exactly clear whom
he meant by "we." What is clear, []{#Page_134 type="pagebreak"
title="134"}however, is that the number of people involved with
decision-making is minute in comparison with the number of people
affected by the decisions to be made.

It should come as no surprise that, with the introduction of every new
feature, providers such as Facebook have further tilted the balance of
power between users and operators. With every new version and with every
new update, the possibilities of interaction are changed in such a way
that, within closed networks, more data can be produced in a more
uniform format. Thus, it becomes easier to make connections between
them, which is their only real source of value. Facebook\'s compulsory
"real-name" policy, for instance, which no longer permits users to
register under a pseudonym, makes it easier for the company to create
comprehensive user profiles. Another standard allows the companies to
assemble, in the background, a uniform profile out of the activities of
users on sites or applications that seem at first to have nothing to do
with one another.[^17^](#c3-note-0017){#c3-note-0017a} Google, for
instance, connects user data from its search function with information
from YouTube and other online services, but also with data from Nest, a
networked thermostat. Facebook connects data from its social network
with those from WhatsApp, Instagram, and the virtual-reality service
Oculus.[^18^](#c3-note-0018){#c3-note-0018a} This trend is far from
over. Many services are offering more and more new functions for
generating data, and entire new areas of recording data are being
developed (think, for instance, of Google\'s self-driving car). Yet
users have access to just a minuscule portion of the data that they
themselves have generated and with which they are being described. This
information is fully available to the programmers and analysts alone.
All of this is done -- as the sanctimonious argument goes -- in the name
of data protection.
:::

::: {.section}
### Selling, predicting, modifying {#c3-sec-0005}

Unequal access to information has resulted in an imbalance of power, for
the evaluation of data opens up new possibilities for action. Such data
can be used, first, to earn revenue from personalized advertisements;
second, to predict user behavior with greater accuracy; and third, to
adjust the parameters of interaction in such a way that preferred
patterns of []{#Page_135 type="pagebreak" title="135"}behavior become
more likely. Almost all commercially driven social mass media are
financed by advertising. In 2014, Facebook, Google, and Twitter earned
90 percent of their revenue through such means. It is thus important for
these companies to learn as much as possible about their users in order
to optimize access to them and sell this access to
advertisers.[^19^](#c3-note-0019){#c3-note-0019a} Google and Facebook
justify the price for advertising on their sites by claiming that they
are able to direct the messages of advertisers precisely to those people
who would be most susceptible to them.

Detailed knowledge about users, moreover, also provides new
possibilities for predicting human
behavior.[^20^](#c3-note-0020){#c3-note-0020a} In 2014, Facebook made
headlines by claiming that it could predict a future romantic
relationship between two of its members, and even that it could do so
about a hundred days before the new couple changed their profile status
to "in a relationship." The basis of this sort of prognosis is the
changing frequency with which two people exchange messages over the
social network. In this regard, it does not matter whether these
messages are private (that is, only for the two of them), semi-public
(only for friends), or public (visible to
everyone).[^21^](#c3-note-0021){#c3-note-0021a} Facebook and other
social mass media are set up in such a way that those who control the
servers are always able to see everything. All of this information,
moreover, is formatted in such a way as to optimize its statistical
analysis. As the amounts of data increase, even the smallest changes in
frequencies and correlations begin to gain significance. In its study of
romantic relationships, for instance, Facebook discovered that the
number of online interactions reaches its peak 12 days before a
relationship begins and hits its low point 85 days after the status
update (probably because of an increasing number of offline
interactions).[^22^](#c3-note-0022){#c3-note-0022a} The difference in
the frequency of online interactions between the high point and the low
point was just 0.14 updates per day. In other words, Facebook\'s
statisticians could recognize and evaluate when users would post, over
the course of seven days, one more message than they might usually
exchange. With trad­itional methods of surveillance, which focus on
individual people, such a small deviation would not have been detected.
To do so, it is necessary to have immense numbers of users generating
immense volumes of data. Accordingly, these new []{#Page_136
type="pagebreak" title="136"}analytic possibilities do not mean that
Facebook can accur­ately predict the behavior of a single user. The
unique person remains difficult to calculate, for all that could be
ascertained from this information would be a minimally different
probability of future behavior. As regards a single person, this gain in
knowledge would not be especially useful, for a slight change in
probability has no predictive power on a case-by-case basis. If, in the
case of a unique person, the probability of a particular future action
climbs from, say, 30 to 31 percent, then not much is gained with respect
to predicting this one person\'s behavior. If vast numbers of similar
people are taken into account, however, then the power of prediction
increases enormously. If, in the case of 1 million people, the
probability of a future action increases by 1 percent, this means that,
in the future, around 10,000 more people will act in a certain way.
Although it may be impossible to say for sure which member of a "group"
this might be, this is not relevant to the value of the prediction (to
an advertising agency, for instance).

It is also possible to influence large groups by changing the parameters
of their informational environment. Many online news portals, for
instance, simultaneously test multiple headlines during the first
minutes after the publication of an article (that is, different groups
are shown different titles for the same article). These so-called A/B
tests are used to measure which headlines attract the most clicks. The
most successful headline is then adopted and shown to larger
groups.[^23^](#c3-note-0023){#c3-note-0023a} This, however, is just the
beginning. All services are constantly changing their features for
select focus groups without any notification, and this is happening both
on the level of the user interface and on that of their hidden
infrastructure. In this way, reactions can be tested in order to
determine whether a given change should be implemented more broadly or
rejected. If these experiments and interventions are undertaken with
commercial intentions -- to improve the placement of advertisements, for
instance -- then they hardly trigger any special reactions. Users will
grumble when their customary pro­cedures are changed, but this is
usually a matter of short-term irritation, for users know that they can
hardly do anything about it beyond expressing their discontent. A
greater stir was caused by an experiment conducted in the middle of
2014, []{#Page_137 type="pagebreak" title="137"}for which Facebook
manipulated the timelines of 689,003 of its users, approximately 0.04
percent of all members. The selected members were divided into two
groups, one of which received more "positive" messages from their circle
of friends while the other received more "negative" messages. For a
control group, the filter settings were left unchanged. The goal was to
investigate whether, without any direct interaction and non-verbal cues
(mimicry, for example), the mood of a user could be influenced by the
mood that he or she perceives in others -- that is, whether so-called
"emotional contagion," which had hitherto only been demonstrated in the
case of small and physically present groups, also took place online. The
answer, according to the results of the study, was a resounding
"yes."[^24^](#c3-note-0024){#c3-note-0024a} Another conclusion, though
one that the researchers left unexpressed, is that Facebook can
influence this process in a controlled manner. Here, it is of little
interest whether it is genuinely possible to manipulate the emotional
condition of someone posting on Facebook by increasing the presence of
certain key words, or whether the presence of these words simply
increases the social pressure for someone to appear in a better or worse
mood.[^25^](#c3-note-0025){#c3-note-0025a} What is striking is rather
the complete disregard of one of the basic ethical principles of
scientific research, namely that human subjects must be informed about
and agree to any experiments performed on or with them ("informed
consent"). This disregard was not a mere oversight; the authors of the
study were alerted to the issue before publication, and the methods were
subjected to an internal review. The result: Facebook\'s terms of use
allow such methods, no legal claims could be made, and the modulation of
the newsfeed by changing filter settings is so common that no one at
Facebook could see anything especially wrong with the
experiment.[^26^](#c3-note-0026){#c3-note-0026a}

Why would they? All commercially driven social mass media conduct
manipulative experiments. From the perspective of "data behaviorism,"
this is the best way to acquire feedback from users -- far better than
direct surveys.[^27^](#c3-note-0027){#c3-note-0027a} Facebook had also
already conducted experiments in order to intervene directly in
political processes. On November 2, 2010, the social mass medium tested,
by manipulating timelines, whether it might be possible to increase
voter turnout for the American midterm elections that were taking place
[]{#Page_138 type="pagebreak" title="138"}on that day. An application
was surreptitiously loaded into the timelines of more than 10 million
people that contained polling information and a list of friends who had
already voted. It was possible to collect this data because the
application had a built-in function that enabled people to indicate
whether they had already cast a vote. A control group received a message
that encouraged them to vote but lacked any personalization or the
possibility of social interaction. This experiment, too, relied on the
principle of "contagion." By the end of the day, those who saw that
their friends had already voted were 0.39 percent more likely to go to
the polls than those in the control group. In relation to a single
person, the extent of this influence was thus extremely weak and barely
relevant. Indeed, it would be laughable even to speak of influence at
all if only 250 people had altered their behavior. Personal experience
suggests that one cannot be manipulated by such things. It would be
false to conclude, however, that such interventions are irrelevant, for
matters are entirely different where large groups are concerned. On
account of Facebook\'s small experiment, approximately 60,000 people
voted who otherwise would have stayed at home, and around 340,000 extra
votes were cast (because most people do not go to vote alone but rather
bring along friends and family members, who vote at the same
time).[^28^](#c3-note-0028){#c3-note-0028a} These are relevant numbers
if the margins are narrow between the competing parties or candidates,
especially if the people who receive the extra information and incentive
are not -- as they were for this study -- chosen at
random.[^29^](#c3-note-0029){#c3-note-0029a} Facebook already possesses,
in excess, the knowledge necessary to focus on a particular target
group, for instance on people whose sympathies lie with one party or
another.[^30^](#c3-note-0030){#c3-note-0030a}
:::

::: {.section}
### The dark shadow of cybernetics {#c3-sec-0006}

Far from being unusual, the manipulation of information behind the backs
of users is rather something that is done every day by commercially
driven social mass media, which are not primarily channels for
transmitting content but rather -- and above all -- environments in
which we live. Both of the examples discussed above illustrate what is
possible when these environments, which do not represent the world but
[]{#Page_139 type="pagebreak" title="139"}rather generate it, are
centrally controlled, as is presently the case. Power is being exercised
not by directly stipulating what each individual ought to do, but rather
by altering the environment in which everyone is responsible for finding
his or her way. The baseline of facts can be slightly skewed in order to
increase the probability that this modified fac­ticity will, as a sort
of social gravity, guide things in a certain direction. At work here is
the fundamental insight of cybernetics, namely that the "target" to be
met -- be it an enemy bomber,[^31^](#c3-note-0031){#c3-note-0031a} a
citizen, or a customer -- orients its behavior to its environment, to
which it is linked via feedback. From this observation, cybernetically
oriented social planners soon drew the conclusion that the best (because
indirect and hardly perceptible) method for influencing the "target"
would be to alter its environment. As early as the beginning of the
1940s, the anthropologist and cyberneticist Gregory Bateson posed the
following question: "How would we rig the maze or problem-box so that
the anthropomorphic rat shall obtain a repeated and reinforced
impression of his own free will?"[^32^](#c3-note-0032){#c3-note-0032a}
Though Bateson\'s formulation is somewhat flippant, there was a serious
backdrop to this problem. The electoral success of the Nazis during the
1930s seemed to have indicated that the free expression of will can have
catastrophic political consequences. In response to this, the American
planners of the post-war order made it their objective to steer the
population toward (or keep it on) the path of liberal, market-oriented
democracy without obviously undermining the legitimacy of liberal
democracy itself, namely its basis in the individual\'s free will and
freedom of choice. According to the French author collective Tiqqun,
this paradox was resolved by the introduction of "a new fable that,
after the Second World War, definitively \[...\] supplanted the liberal
hypothesis. Contrary to the latter, it proposes to conceive biological,
physical and social behaviors as something integrally programmed and
re-programmable."[^33^](#c3-note-0033){#c3-note-0033a} By the term
"liberal hypothesis," Tiqqun meant the assumption, stemming from the
time of the Enlightenment, that people could improve themselves by
applying their own reason and exercising their own moral faculties, and
could free themselves from ignorance through education and reflection.
Thus, they could become autonomous individuals and operate as free
actors (both as market []{#Page_140 type="pagebreak"
title="140"}participants and as citizens). The liberal hypothesis is
based on human understanding. The cybernetic hypothesis is not. Its
conception of humans is analogous to its conception of animals, plants,
and machines; like the latter, people are organisms that react to
stimuli from their environment. The hypothesis is thus associated with
the theories of "instrumental conditioning," which had been formulated
by behaviorists during the 1940s. In the case of both humans and other
animals, as it was argued, learning is not a process of understanding
but rather one of executing a pattern of stimulus and response. To learn
is thus to adopt a pattern of behavior with which one\'s own activity
elicits the desired reaction. In this model, understanding does not play
any role; all that matters is
behavior.[^34^](#c3-note-0034){#c3-note-0034a}

And this behavior, according the cybernetic hypothesis, can be
programmed not by directly accessing people (who are conceived as
impenetrable black boxes) but rather by indirectly altering the
environment, with which organisms and machines are linked via feedback.
These interventions are usually so subtle as to not be perceived by the
individual, and this is because there is no baseline against which it is
possible to measure the extent to which the "baseline of facts" has been
tilted. Search results and timelines are always being filtered and,
owing to personalization, a search will hardly ever generate the same
results twice. On a case-by-case basis, the effects of this are often
minimal for the individual. In aggregate and over long periods of time,
however, the effects can be substantial without the individual even
being able to detect them. Yet the practice of controlling behavior by
manipulating the environment is not limited to the environment of
information. In their enormously influential book from 2008, *Nudge*,
Richard Thaler and Cass Sunstein even recommended this as a general
method for "nudging" people, almost without their notice, in the
direction desired by central planners. To accomplish this, it is
necessary for the environment to be redesigned by the "choice architect"
-- by someone, for instance, who can organize the groceries in a store
in such a way as to increase the probability that shoppers will reach
for healthier options. They refer to this system of control as
"libertarian paternalism" because it combines freedom of choice
(libertarianism) with obedience []{#Page_141 type="pagebreak"
title="141"}to an -- albeit invisible -- authority figure
(paternalism).[^35^](#c3-note-0035){#c3-note-0035a} The ideal sought by
the authors is a sort of unintrusive caretaking. In the spirit of
cybernetics and in line with the structures of post-democracy, the
expectation is for people to be moved in the experts\' chosen direction
by means of a change to their environment, while simultaneously
maintaining the impression that they are behaving in a free and
autonomous manner. The compatibility of this approach with agendas on
both sides of the political spectrum is evident in the fact that the
Democratic president Barack Obama regularly sought Cass Sunstein\'s
advice and, in 2009, made him the director of the Office of Information
and Regulatory Affairs, while Richard Thaler, in 2010, was appointed to
the advisory board of the so-called Behavioural Insights Team, which,
known as the "nudge unit," had been founded by the Conservative prime
minister David Cameron.

In the case of social mass media, the ability to manipulate the
environment is highly one-sided. It is reserved exclusively for those on
the inside, and the latter are concerned with maximizing the profit of a
small group and expanding their power. It is possible to regard this
group as the inner core of the post-democratic system, consisting of
leading figures from business, politics, and the intelligence agencies.
Users typically experience this power, which determines the sphere of
possibility within which their everyday activity can take place, in its
soft form, for instance when new features are introduced that change the
information environment. The hard form of this power only becomes
apparent in extreme cases, for instance when a profile is suddenly
deleted or a group is removed. This can happen on account of a rule
whose existence does not necessarily have to be public or
transparent,[^36^](#c3-note-0036){#c3-note-0036a} or because of an
external intervention that will only be communicated if it is in the
providers\' interest to do so. Such cases make it clear that, at any
time, service providers can take away the possibilities for action that
they offer. This results in a paradoxical experience on the part of
users: the very environments that open up new opportunities for them in
their personal lives prove to be entirely beyond influence when it comes
to fundamental decisions that affect everyone. And, as the majority of
people gradually lose the ability to co-determine how the "big
questions" are answered, a very []{#Page_142 type="pagebreak"
title="142"}small number of actors is becoming stronger than ever. This
paradox of new opportunities for action and simultaneous powerlessness
has been reflected in public debate, where there has also been much
(one-sided) talk about empowerment and the loss of
control.[^37^](#c3-note-0037){#c3-note-0037a} It would be better to
discuss a shift in power that has benefited the elite at the expense of
the vast majority of people.
:::

::: {.section}
### Networks as monopolies {#c3-sec-0007}

Whereas the dominance of output legitimation is new in the realm of
politics, it is normal and seldom regarded as problematic in the world
of business.[^38^](#c3-note-0038){#c3-note-0038a} For, at least in
theory (that is, under the conditions of a functioning market),
customers are able to deny the legitimacy of providers and ultimately
choose between competing products. In the case of social mass media,
however, there is hardly any competition, despite all of the innovation
that is allegedly taking place. Facebook, Twitter, and many other
platforms use closed protocols that greatly hinder the ability of their
members to communicate with the users of competing providers. This has
led to a situation in which the so-called *network effect* -- the fact
that the more a network connects people with one another, the more
useful and attractive it becomes -- has given rise to a *monopoly
effect*: the entire network can only consist of a single provider. This
connection between the network effect and the monopoly effect, however,
is not inevitable, but rather fabricated. It is the closed standards
that make it impossible to switch providers without losing access to the
entire network and thus also to the communal formations that were
created on its foundation. From the perspective of the user, this
represents an extremely high barrier against leaving the network -- for,
as discussed above, these formations now play an essential role in the
creation of both identity and opportunities for action. From the user\'s
standpoint, this is an all-or-nothing decision with severe consequences.
Formally, this is still a matter of individual and free choice, for no
one is being forced, in the classical sense, to use a particular
provider.[^39^](#c3-note-0039){#c3-note-0039a} Yet the options for
action are already pre-structured in such a way that free choice is no
longer free. The majority of American teens, for example, despite
[]{#Page_143 type="pagebreak" title="143"}no longer being very
enthusiastic about Facebook, continue using the network for fear of
missing out on something.[^40^](#c3-note-0040){#c3-note-0040a} This
contradiction -- voluntarily doing something that one does not really
want to do -- and the resulting experience of failing to shape one\'s
own activity in a coherent manner are ideal-typical manifestations of
the power of networks.

The problem experienced by the unwilling-willing users of Facebook has
not been caused by the transformation of communication into data as
such. This is necessary to provide input for algorithms, which turn the
flood of information into something usable. To this extent, the general
complaint about the domination of algorithms is off the mark. The
problem is not the algorithms themselves but rather the specific
capitalist and post-democratic setting in which they are implemented.
They only become an instrument of domin­ation when open and
decentralized activities are transferred into closed and centralized
structures in which far-reaching, fundamental decision-making powers and
possibilities for action are embedded that legitimize themselves purely
on the basis of their output. Or, to adapt the title of Rosa von
Praunheim\'s film, which I discussed in my first chapter: it is not the
algorithm that is perverse, but the situation in which it lives.
:::

::: {.section}
### Political surveillance {#c3-sec-0008}

In June 2013, Edward Snowden exposed an additional and especially
problematic aspect of the expansion of post-democratic structures: the
comprehensive surveillance of the internet by government intelligence
agencies. The latter do not use collected data primarily for commercial
ends (although they do engage in commercial espionage) but rather for
political repression and the protection of central power interests --
or, to put it in more neutral terms, in the service of general security.
Yet the NSA and other intelligence agencies also record decentralized
communication and transform it into (meta-)data, which are centrally
stored and analyzed.[^41^](#c3-note-0041){#c3-note-0041a} This process
is used to generate possible courses of action, from intensifying the
surveillance of individuals and manipulating their informational
environment[^42^](#c3-note-0042){#c3-note-0042a} to launching military
drones for the purpose of
assassination.[^43^](#c3-note-0043){#c3-note-0043a} The []{#Page_144
type="pagebreak" title="144"}great advantage of meta-data is that they
can be standardized and thus easily evaluated by machines. This is
especially important for intelligence agencies because, unlike social
mass media, they do not analyze uniformly formatted and easily
processable streams of communication. That said, the boundaries between
post-democratic social mass media and government intelligence services
are fluid. As is well known by now, the two realms share a number of
continuities in personnel and commonalities with respect to their
content.[^44^](#c3-note-0044){#c3-note-0044a} In 2010, for instance,
Facebook\'s chief security officer left his job for a new position at
the NSA. Personnel swapping of this sort takes place at all levels and
is facilitated by the fact that the two sectors are engaged in nearly
the same activity: analyzing social interactions in real time by means
of their exclusive access to immense volumes of data. The lines of
inquiry and the applied methods are so similar that universities,
companies, and security organizations are able to cooperate closely with
one another. In many cases, certain programs or analytic methods are
just as suitable for commercial purposes as they are for intelligence
agencies and branches of the military. This is especially apparent in
the research that is being conducted. Scientists, businesses, and
militaries share a common interest in discovering collective social
dynamics as early as possible, isolating the relevant nodes (machines,
individual people, or groups) through which these dynamics can be
influenced, and developing strategies for specific interventions to
achieve one goal or another. Aspects of this cooperation are publicly
documented. Since 2011, for instance, the Defense Advanced Research
Projects Agency (DARPA) -- the American agency that, in the 1960s,
initiated and financed the development of the internet -- has been
running its own research program on social mass media with the name
Social Media in Strategic Communication. Within the framework of this
program, more than 160 scientific studies have already been published,
with titles such as "Automated Leadership Analysis" or "Interplay
between Social and Topical
Structure."[^45^](#c3-note-0045){#c3-note-0045a} Since 2009, the US
military has been coordinating research in this field through a program
called the Minerva Initiative, which oversees more than 70 individual
projects.[^46^](#c3-note-0046){#c3-note-0046a} Since 2009, too, the
European Union has been working together []{#Page_145 type="pagebreak"
title="145"}with universities and security agencies within the framework
of the so-called INDECT program, the goal of which is "to involve
European scientists and researchers in the development of solutions to
and tools for automatic threat
detection."[^47^](#c3-note-0047){#c3-note-0047a} Research, however, is
just one area of activity. As regards the collection of data and the
surveillance of communication, there is also a high degree of
cooperation between private and government actors, though it is not
always without tension. Snowden\'s revelations have done little to
change this. The public outcry of large internet companies over the fact
that the NSA has been monitoring their services might be an act of
showmanship more than anything else. Such bickering, according to the
security expert Bruce Schneier, is "mostly role-playing designed to keep
us blasé about what\'s really going
on."[^48^](#c3-note-0048){#c3-note-0048a}

Like the operators of social mass media, intelligence agencies also
argue that their methods should be judged according to their output;
that is, the extent to which they ensure state security. Outsiders,
however, are hardly able to make such a judgment. Input legitimation --
that is, the question of whether government security agencies are
operating within the bounds of the democratically legitimized order of
law -- seems to be playing a less significant role in the public
discussion. In somewhat exaggerated terms, one could say that the
disregard for fundamental rights is justified by the quality of the
"security" that these agencies have created. Perhaps the similarity of
the general methods and self-justifications with which service providers
of social production, consumption, and security are constantly
"optimized" is one reason why there has yet to be widespread public
protest against comprehensive surveillance programs. We have been warned
of the establishment of a "police state in reserve," which can be
deployed at any time, but these warnings seem to have fallen on deaf
ears.[^49^](#c3-note-0049){#c3-note-0049a}
:::

::: {.section}
### The normalization of post-democracy {#c3-sec-0009}

At best, it seems as though the reflex of many people is to respond to
even fundamental political issues by considering only what might be
useful or pleasant for themselves in the short term. Apparently, many
people consider it normal to []{#Page_146 type="pagebreak"
title="146"}be excluded from decisions that affect broad and significant
areas of their life. The post-democracy of social mass media, which has
deeply permeated the constitution of everyday life and the constitution
of subjects, is underpinned by the ever advancing post-democracy of
politics. It changes the expectations that citizens have for democratic
institutions, and it makes their increasing erosion seem expected and
normal to broad strata of society. The violation of fundamental and
constitutional civil rights, such as those concerning the protection of
data, is increasingly regarded as unavoidable and -- from the pragmatic
perspective of the individual -- not so bad. This has of course
benefited political decision-makers, who have shown little desire to
change the situation, safeguard basic rights, and establish democratic
control over all areas of executive
authority.[^50^](#c3-note-0050){#c3-note-0050a}

The spread of "smart" technologies is enabling such post-democratic
processes and structures to permeate all areas of life. Within one\'s
private living space, this happens through smart homes, which are still
limited to the high end of the market, and smart meters, which have been
implemented across all social
strata.[^51^](#c3-note-0051){#c3-note-0051a} The latter provide
electricity companies with detailed real-time data about a household\'s
usage behavior and are supposed to enhance energy efficiency, but it
remains unclear exactly how this new efficiency will be
achieved.[^52^](#c3-note-0052){#c3-note-0052a} The concept of the "smart
city" extends this process to entire municipalities. Over the course of
the next few decades, for instance, Siemens predicts that "cities will
have countless autonomous, intelligently functioning IT systems that
will have perfect knowledge of users\' habits and energy consumption,
and provide optimum service. \[...\] The goal of such a city is to
optimally regulate and control resources by means of autonomous IT
systems."[^53^](#c3-note-0053){#c3-note-0053a} According to this vision,
the city will become a cybernetic machine, but if everything is
"optimally" regulated and controlled, who will be left to ask in whose
interests these autonomous systems are operating?

Such dynamics, however, not only reorganize physical space on a small
and a large scale; they also infiltrate human beings. Adherents of the
Quantified Self movement work diligently to record digital information
about their own bodies. The number of platforms that incite users to
stay fit (and []{#Page_147 type="pagebreak" title="147"}share their data
with companies) with competitions, point systems, and similar incentives
has been growing steadily. It is just a small step from this hobby
movement to a disciplinary regime that is targeted at the
body.[^54^](#c3-note-0054){#c3-note-0054a} Imagine the possibilities of
surveillance and sanctioning that will come about when data from
self-optimizing applications are combined with the data available to
insurance companies, hospitals, authorities, or employers. It does not
take too much imagination to do so, because this is already happening in
part today. At the end of 2014, for instance, the Generali Insurance
Company announced a new set of services that is marketed under the name
Vitality. People insured in Germany, France, and Austria are supposed to
send their health information to the company and, as a reward for
leading a "proper" lifestyle, receive a rebate on their premium. The
long-term goal of the program is to develop "behavior-dependent tariff
models," which would undermine the solidarity model of health
insurance.[^55^](#c3-note-0055){#c3-note-0055a}

According to the legal scholar Frank Pasquale, the sum of all these
developments has led to a black-box society: More social processes are
being controlled by algorithms whose operations are not transparent
because they are shielded from the outside world and thus from
democratic control.[^56^](#c3-note-0056){#c3-note-0056a} This
ever-expanding "post-democracy" is not simply liberal democracy with a
few problems that can be eliminated through well-intentioned reforms.
Rather, a new social system has emerged in which allegedly relaxed
control over social activity is compensated for by a heightened level of
control over the data and structural conditions pertaining to the
activity itself. In this system, both the virtual and the physical world
are altered to achieve particular goals -- goals determined by just a
few powerful actors -- without the inclusion of those affected by these
changes and often without them being able to notice the changes at all.
Whoever refuses to share his or her data freely comes to look suspicious
and, regardless of the motivations behind this anonymity, might even be
regarded as a potential enemy. In July 2014, for instance, the following
remarks were included in Facebook\'s terms of use: "On Facebook people
connect using their real names and identities. \[...\] Claiming to be
another person \[...\] or creating multiple accounts undermines
community []{#Page_148 type="pagebreak" title="148"}and violates
Facebook\'s terms."[^57^](#c3-note-0057){#c3-note-0057a} For the police
and the intelligence agencies in particular, all activities that attempt
to evade comprehensive surveillance are generally suspicious. Even in
Germany, people are labeled "extremists" by the NSA for the sole reason
that they have supported the Tor Project\'s anonymity
software.[^58^](#c3-note-0058){#c3-note-0058a} In a 2014 trial in
Vienna, the use of a foreign pre-paid telephone was introduced as
evidence that the defendant had attempted to conceal a crime, even
though this is a harmless and common method for avoiding roaming charges
while abroad.[^59^](#c3-note-0059){#c3-note-0059a} This is a sort of
anti-mask law 2.0, and every additional terrorist attack is used to
justify extending its reach.

It is clear that Zygmunt Bauman\'s bleak assessment of freedom in what
he calls "liquid modernity" -- "freedom comes when it no longer
matters"[^60^](#c3-note-0060){#c3-note-0060a} -- can easily be modified
to suit the digital condition: everyone can participate in cultural
processes, because culture itself has become irrelevant. Disputes about
shared meaning, in which negotiations are made about what is important
to people and what ought to be achieved, have less and less influence
over the way power is exercised. Politics has been abandoned for an
administrative management that oscillates between paternalism and
authoritarianism. Issues that concern the common good have been
delegated to "autonomous IT systems" and removed from public debate. By
now, the exercise of power, which shapes society, is based less on basic
consensus and cultural hegemony than it is on the technocratic argument
that "there is no alternative" and that the (informational) environment
in which people have to orient themselves should be optimized through
comprehensive control and manipulation -- whether they agree with this
or not.
:::

::: {.section}
### Forms of resistance {#c3-sec-0010}

As far as the circumstances outlined above are concerned, Bauman\'s
conclusion may seem justified. But as an overarching assessment of
things, it falls somewhat short, for every form of power provokes its
own forms of resistance.[^61^](#c3-note-0061){#c3-note-0061a} In the
context of post-democracy under the digital condition, these forms have
likewise shifted to the level of data, and an especially innovative and
effective means of resistance []{#Page_149 type="pagebreak"
title="149"}has been the "leak"; that is, the unauthorized publication
of classified documents, usually in the form of large datasets. The most
famous platform for this is WikiLeaks, which since 2006 has attracted
international attention to this method with dozens of spectacular
publications -- on corruption scandals, abuses of authority, corporate
malfeasance, environmental damage, and war crimes. As a form of
resistance, however, leaking entire databases is not limited to just one
platform. In recent years and through a variety of channels, large
amounts of data (from banks and accounting firms, for instance) have
been made public or have been handed over to tax investigators by
insiders. Thus, in 2014, for instance, the *Süddeutsche Zeitung*
(operating as part of the International Consortium of Investigative
Journalists based in Washington, DC), was not only able to analyze the
so-called "Offshore Leaks" -- a database concerning approximately
122,000 shell companies registered in tax
havens[^62^](#c3-note-0062){#c3-note-0062a} -- but also the "Luxembourg
Leaks," which consisted of 28,000 pages of documents demonstrating the
existence of secret and extensive tax deals between national authorities
and multinational corporations and which caused a great deal of
difficulty for Jean-Claude Juncker, the newly elected president of the
European Commission and former prime minister of
Luxembourg.[^63^](#c3-note-0063){#c3-note-0063a}

The reasons why employees or government workers have become increasingly
willing to hand over large amounts of information to journalists or
whistle-blowing platforms are to be sought in the contradictions of the
current post-democratic regime. Over the past few years, the discrepancy
in Western countries between the self-representation of democratic
institutions and their frequently post-democratic practices has become
even more obvious. For some people, including the former CIA employee
Edward Snowden, this discrepancy created a moral conflict. He claimed
that his work consisted in the large-scale investigation and monitoring
of respectable citizens, thus systematically violating the Constitution,
which he was supposed to be protecting. He resolved this inner conflict
by gathering material about his own activity, then releasing it, with
the help of journalists, to the public, so that the latter could
understand and judge what was taking
place.[^64^](#c3-note-0064){#c3-note-0064a} His leaks benefited from
technical []{#Page_150 type="pagebreak" title="150"}advances, including
the new forms of cooperation which have resulted from such advances.
Even institutions that depend on keeping secrets, such as banks and
intelligence agencies, have to "share" their information internally and
rely on a large pool of technical personnel to record and process the
massive amounts of data. To accomplish these tasks, employees need the
fullest possible access to this information, for even the most secret
databases have to be maintained by someone, and this also involves
copying data. Thus, it is far easier today than it was just a few
decades ago to smuggle large volumes of data out of an
institution.[^65^](#c3-note-0065){#c3-note-0065a}

This new form of leaking, however, did not become an important method of
resistance on account of technical developments alone. In the era of big
data, databases are the central resource not only for analyzing how the
world is described by digital communication, but also for generating
that communication. The power of networks in particular is organized
through the construction of environmental conditions that operate
simultaneously in many places. On their own, the individual commands and
instructions are often banal and harmless, but as a whole they
contribute to a dynamic field that is meant to produce the results
desired by the planners who issue them. In order to reconstruct this
process, it is necessary to have access to these large amounts of data.
With such information at hand, it is possible to relocate the
surreptitious operations of post-democracy into the sphere of political
debate -- the public sphere in its emphatic, liberal sense -- and this
needs to be done in order to strengthen democratic forces against their
post-democratic counterparts. Ten years after WikiLeaks and three years
after Edward Snowden\'s revelations, it remains highly questionable
whether democratic actors are strong enough or able to muster the
political will to use this information to tip the balance in their favor
for the long term. Despite the forms of resistance that have arisen in
response to these new challenges, one could be tempted to concur with
Bauman\'s pessimistic conclusion about the irrelevance of freedom,
especially if post-democracy were the only concrete political tendency
of the digital condition. But it is not. There is a second political
trend taking place, though it is not quite as well
developed.[]{#Page_151 type="pagebreak" title="151"}
:::
:::

::: {.section}
Commons {#c3-sec-0011}
-------

The digital condition includes not only post-democratic structures in
more areas of life; it is also characterized by the development of a new
manner of production. As early as 2002, the legal scholar Yochai Benkler
coined the term "commons-based peer production" to describe the
development in question.[^66^](#c3-note-0066){#c3-note-0066a} Together,
Benkler\'s peers form what I have referred to as "communal formations":
people joining forces voluntarily and on a fundamentally even playing
field in order to pursue common goals. Benkler enhances this idea with
reference to the constitutive role of the commons for many of these
communal formations.

As such, commons are neither new nor specifically Western. They exist in
many cultural traditions, and thus the term is used in a wide variety of
ways.[^67^](#c3-note-0067){#c3-note-0067a} In what follows, I will
distinguish between three different dimensions. The first of these
involves "common pool resources"; that is, *goods* that can be used
communally. The second dimension is that these goods are administered by
the "commoners"; that is, by members of *communities* who produce, use,
and cultivate the resources. Third, this activity gives rise to forms of
"commoning"; that is, to *practices*, *norms*, and *institutions* that
are developed by the communities
themselves.[^68^](#c3-note-0068){#c3-note-0068a}

In the commons, efforts are focused on the long-term utility of goods.
This does not mean that commons cannot also be used for the production
of commercial products -- cheese from the milk of cows that graze on a
common pasture, for instance, or books based on the content of Wikipedia
articles. The relationships between the people who use a certain
resource communally, however, are not structured through money but
rather through direct social cooper­ation. Commons are thus
fundamentally different from classical market-oriented institutions,
which orient their activity primarily in response to price signals.
Commons are also fundamentally distinct from bureaucracies -- whether in
the form of public administration or private industry -- which are
organized according to hierarchical chains of command. And they differ,
too, from public institutions. Whereas the latter are concerned with
society as a whole -- or at least that is []{#Page_152 type="pagebreak"
title="152"}their democratic mandate -- commons are inwardly oriented
forms that primarily exist by means and for the sake of their members.

::: {.section}
### The organization of the commons {#c3-sec-0012}

Commoners create institutions when they join together for the sake of
using a resource in a long-term and communal manner. In this, the
separation of producers and consumers, which is otherwise ubiquitous,
does not play a significant role: to different and variable extents, all
commoners are producers and consumers of the common resources. It is an
everyday occurrence for someone to take something from the common pool
of resources for his or her own use, but it is understood that something
will be created from this that, in one form or another, will flow back
into the common pool. This process -- the reciprocal relationship
between singular appropriation and communal provisions -- is one of the
central dynamics within commons.

Because commoners orient their activity neither according to price
signals (markets) nor according to instructions or commands
(hierarchies), social communication among the members is the most
important means of self-organization. This communication is intended to
achieve consensus and the voluntary acceptance of negotiated rules, for
only in such a way is it possible to maintain the voluntary nature of
the arrangement and to keep internal controls at a minimum. Voting,
which is meant to legitimize the preferences of a majority, is thus
somewhat rare, and when it does happen, it is only of subordinate
significance. The main issue is to build consensus, and this is usually
a complex process requiring intensive communication. One of the reasons
why the very old practice of the commons is now being readopted and
widely discussed is because communication-intensive and horizontal
processes can be organized far more effectively with digital
technologies. Thus, the idea of collective participation and
organization beyond small groups is no longer just a utopian vision.

The absence of price signals and chains of command causes the social
institutions of the commons to develop complex structures for
comprehensively integrating their members. []{#Page_153 type="pagebreak"
title="153"}This typically involves weaving together a variety of
economic, social, cultural, and technical dimensions. Commons realize an
alternative to the classical separation of spheres that is so typical of
our modern economy and society. The economy is not understood here as an
independent realm that functions according to a different set of rules
and with externalities, but rather as one facet of a complex and
comprehensive phenomenon with intertwining commercial, social, ethical,
ecological, and cultural dimensions.

It is impossible to determine how the interplay between these three
dimensions generally solidifies into concrete institutions.
Historically, many different commons-based institutions were developed,
and their number and variety have only increased under the digital
condition. Elinor Ostrom, who was awarded the 2009 Nobel Prize in
Economics for her work on the commons, has thus refrained from
formulating a general model for
them.[^69^](#c3-note-0069){#c3-note-0069a} Instead, she has identified a
series of fundamental challenges for which all commoners have to devise
their own solutions.[^70^](#c3-note-0070){#c3-note-0070a} For example,
the membership of a group that communally uses a particular resource
must be defined and, if necessary, limited. Especially in the case of
material resources, such as pastures on which several people keep their
animals, it is important to limit the number of members for the simple
reason that the resource in question might otherwise be over-utilized
(this is allegedly the "tragedy of the
commons").[^71^](#c3-note-0071){#c3-note-0071a} Things are different
with so-called non-rival goods, which can be consumed by one person
without excluding its use by another. When I download and use a freely
available word-processing program, for instance, I do not take away
another person\'s chance to do the same. But even in the case of digital
common goods, access is often tied to certain conditions. Whoever uses
free software has to accept its licensing agreement.

Internally, commons are often meritocratically oriented. Those who
contribute more are also able to make greater use of the common good (in
the case of material goods) or more strongly influence its development
(in the case of informational goods). In the latter case, the
meritocratic element takes into account the fact that the challenge does
not lie in avoiding the over-utilization of a good, but rather in
generating new contributions to its further development. Those who
[]{#Page_154 type="pagebreak" title="154"}contribute most to the
provision of resources should also be able to determine their further
course of development, and this represents an important incentive for
these members to remain in the group. This is in the interest of all
participants, and thus the authority of the most active members is
seldom called into question. This does not mean, however, that there are
no differences of opinion within commons. Here, too, reaching consensus
can be a time-consuming process. Among the most important
characteristics of all commons are thus mechanisms for decision-making
that involve members in a variety of ways. The rules that govern the
commons are established by the members themselves. This goes far beyond
choosing between two options presented by a third party. Commons are not
simply markets without money. All rele­vant decisions are made
collectively within the commons, and they do not simply aggregate as the
sum of individual decisions. Here, unlike the case of post-democratic
structures, the levels of participation and decision-making are not
separ­ated from one another. On the contrary, they are directly and
explicitly connected.

The implementation of rules and norms, even if they are the result of
consensus, is never an entirely smooth process. It is therefore
necessary, as Ostrom has stressed, to monitor rule compliance within
commons and to develop a system of graded sanctions. Minor infractions
are punished with social disapproval or small penalties, while graver
infractions warrant stiffer penalties that can lead to a person\'s
exclusion from the group. In order for conflicts or rule violations not
to escalate in the commons to the extent that expulsion is the only
option, mechanisms for conflict resolution have to be put in place. In
the case of Wikipedia, for instance, conflicts are usually resolved
through discussions. This is not always productive, however, for
occasionally the "solution" turns out to be that one side or the other
has simply given up out of exhaustion.

A final important point is that commons do not exist in isolation from
society. They are always part of larger social systems, which are
normally governed by the principles of the market or subject to state
control, and are thus in many cases oppositional to the practice of
commoning. Political resistance is often incited by the very claim that
a particular []{#Page_155 type="pagebreak" title="155"}good can be
communally administered and does not belong to a single owner, but
rather to a group that governs its own affairs. Yet without the
recognition of the right to self-organization and without the
corresponding legal conditions allowing this right to be perceived as
such, commons are barely able to form at all, and existing commons are
always at risk of being expropriated and privatized by a third party.
This is the true "tragedy of the commons," and it happens all the
time.[^72^](#c3-note-0072){#c3-note-0072a}
:::

::: {.section}
### Informational common goods: free software and free culture {#c3-sec-0013}

The term "commons" was first applied to informational goods during the
second half of the 1990s.[^73^](#c3-note-0073){#c3-note-0073a} The
practice of creating digital common goods, however, goes back to the
origins of free software around the middle of the 1980s. Since then, a
complex landscape has developed, with software codes being cooperatively
and sustainably managed as common resources available to everyone (who
accepts their licensing agreements). This can best be explained with an
example. One of the oldest projects in the area of free software -- and
one that continues to be of relevance today -- is Debian, a so-called
"distribution" (that is, a compilation of software components) that has
existed since 1993. According to its own website:

::: {.extract}
The Debian Project is an association of individuals who have made common
cause to create a free operating system. \[...\] An operating system is
the set of basic programs and utilities that make your computer run.
\[...\] Debian comes with over 43000 packages (precompiled software that
is bundled up in a nice format for easy installation on your machine).
\[...\] All of it free.[^74^](#c3-note-0074){#c3-note-0074a}
:::

The special thing about Unix-like operating systems is that they are
composed of a very large number of independent yet interacting programs.
The task of a distribution -- and this task is hardly trivial -- is to
combine this modular variety into a whole that provides, in an
integrated manner, all of the functions of a contemporary computer.
Debian is particularly []{#Page_156 type="pagebreak"
title="156"}important because the community sets extremely high
standards for itself, and it is for this reason that the distribution is
not only used by many server administrators but is also the foundation
of numerous end-user-oriented services, including Ubuntu and Linux Mint.

The Debian Project has developed a complex form of organization that is
based on a set of fundamental principles defined by the members
themselves. These are delineated in the Debian Social Contract, which
was first formulated in 1997 and subsequently revised in
2004.[^75^](#c3-note-0075){#c3-note-0075a} It stipulates that the
software has to remain "100% free" at all times, in the sense that the
software license guarantees the freedom of unlimited use, modification,
and distribution. The developers understand this primarily as an ethical
obligation. They explicitly regard the project as a contribution "to the
free software community." The social contract demands transparency on
the level of the program code: "We will keep our entire bug report
database open for public view at all times. Reports that people file
online will promptly become visible to others." There are both technical
and ethical considerations behind this. The contract makes no mention at
all of a classical production goal; there is no mention, for instance,
of competitive products or a schedule for future developments. To put it
in Colin Crouch\'s terms, input legitimation comes before output
legitimation. The initiators silently assume that the project\'s basic
ethical, technical, and social orientations will result in high quality,
but they do not place this goal above any other.

The Debian Social Contract is the basis for cooperation and the central
reference point for dealing with conflicts. It forms the normative core
of a community that is distinguished by its equal treatment of ethical,
political, technical, and economic issues. The longer the members have
been cooperating together on this basis, the more binding this attitude
has become for each of them, and the more sustainable the community has
become as a whole. In other words, it has taken on a concrete form that
is relevant to the activities of everyday
life.[^76^](#c3-note-0076){#c3-note-0076a} Today, Debian is a global
project with a stable core of about a thousand developers, most of whom
live in Europe, the United States, and Latin
America.[^77^](#c3-note-0077){#c3-note-0077a} The Debian commons is a
high-grade collaborative organization, []{#Page_157 type="pagebreak"
title="157"}the necessary cooperation for which is enabled by a complex
infrastructure that automates many routine tasks. This is the only
efficient way to manage the program code, which has grown to more than a
hundred million lines. Yet not everything takes place online.
International and local meetings and conferences have long played an
important role. These have not only been venues for exchanging
information and planning the coordination of the project; they have also
helped to create a sense of mutual trust, without which this form of
voluntary collaboration would not be possible.

Despite the considerable size of the Debian Project, it is just one part
of a much larger institutional ecology that includes other communities,
universities, and businesses. Most of the 43,000 software packets of the
Debian distribution are programmed by groups of developers that do not
belong to the Debian Project. Debian is "just" a compilation of these
many individual programs. One of these programs written by outsiders is
the Linux kernel, which in many respects is the central and most complex
program within a GNU/Linux operating system. Governing the organization
of processes and data, it thus forms the interface between hardware and
software. An entire institutional subsystem has been built up around
this complex program, upon which everything else depends. The community
of developers was initiated by Linus Torvalds, who wrote the first
rudimentary kernel in 1991. Even though most of the kernel developers
since then have been paid for their work, their cooperation then and now
has been voluntary and, for the vast majority of contributors, has
functioned without monetary exchange. In order to improve collaboration,
a specialized technological infrastructure has been used -- above all
Torvalds\'s self-developed system Git, which automates many steps for
managing the distributed revisions of code. In all of this, an important
role is played by the Linux Foundation, a non-profit organization that
takes over administrative, legal, and financial tasks for the community.
The foundation is financed by its members, which include large software
companies that contribute as much as \$500,000 a year. This money is
used, for instance, to pay the most important programmers and to
organize working groups, thus ensuring that the development and
distribution of Linux will continue on a long-term basis. The
[]{#Page_158 type="pagebreak" title="158"}businesses that finance the
Linux Foundation may be profit-oriented institutions, but the main work
of the developers -- the program code -- flows back into the common pool
of resources, which the explicitly non-profit Debian Project can then
use to compile its distribution. The freedoms guaranteed by the free
license render this transfer from commercial to non-commercial use not
only legally unproblematic but even desirable to the for-profit service
providers, as they themselves also need entire operating systems and not
just the kernel.

The Debian Project draws from this pool of resources and is at the same
time a part of it. Therefore others can use Debian\'s software code,
which happens to a large extent, for instance through other Linux
distributions. This is not understood as competition for market share
but rather as an expression of the community\'s vitality, which for
Debian represents a central and normative point of pride. As the Debian
Social Contract explicitly states, "We will allow others to create
distributions containing both the Debian system and other works, without
any fee."

Thus, over the years, a multifaceted institutional landscape has been
created in which collaboration can take place between for-profit and
non-profit entities -- between formal organizations and informal
communal formations. Together, they form the software commons.
Communally, they strive to ensure that high-quality free software will
continue to exist for the long term. The coordination necessary for this
is not tension-free. Within individual communities, on the contrary,
there are many conflicts and competitive disputes about people, methods,
and strategic goals. Tensions can also run high between the communities,
foundations, and com­panies that cooperate and compete with one another
(sometimes more directly, sometimes less directly). To cite one example,
the relationship between the Debian Project and Canonical, the company
that produces the Ubuntu operating system, was strained for several
years. At the heart of the conflict was the issue of whether Ubuntu\'s
developers were giving enough back to the Debian Project or whether they
were simply exploiting it. Although the Debian Social Contract expressly
allows the commercial use of its operating system, Canonical was and
remains dependent on the software commons functioning as []{#Page_159
type="pagebreak" title="159"}a whole, because, after all, the company
needs to be able to make use of the latest developments in the Debian
system. It took years to defuse the conflict, and this was only achieved
when forums were set up to guarantee that information and codes could
flow in both directions. The Debian community, for example, introduced
something called a "derivatives front desk" to improve its communication
with programmers of distributions that, like Ubuntu, derive from Debian.
For its part, Canonical improved its internal processes so that code
could flow back into the Debian Project, and their systems for
bug-tracking were partially integrated to avoid duplicates. After
several years of strife, Raphaël Hertzog, a prominent member of the
Debian community, was able to summarize matters as follows:

::: {.extract}
The Debian--Ubuntu relationship used to be a hot topic, but that\'s no
longer the case thanks to regular efforts made on both sides. Conflicts
between individuals still happen, but there are multiple places where
they can be reported and discussed \[...\]. Documentation and
infrastructure are in place to make it easier for volunteers to do the
right thing. Despite all those process improvements, the best results
still come out when people build personal relationships by discussing
what they are doing. It often leads to tight cooperation, up to commit
rights to the source repositories. Regular contacts help build a real
sense of cooperation that no automated process can ever hope to
achieve.[^78^](#c3-note-0078){#c3-note-0078a}
:::

In all successful commons, diverse social relations, mutual trust, and a
common culture play an important role as preconditions for the
consensual resolution of conflicts. This is not a matter of achieving an
ideal -- as Hertzog stressed, not every conflict can be set aside -- but
rather of reaching pragmatic solutions that allow actors to pursue, on
equal terms, their own divergent goals within the common project.

The immense commons of the Debian Project encompasses a nearly
unfathomable number of variations. The distribution is available in over
70 languages (in comparison, Apple\'s operating system is sold in 22
languages), and diverse versions exist to suit different application
contexts, aesthetic preferences, hardware needs, and stability
requirements. Within each of these versions, in turn, there are
innumerable []{#Page_160 type="pagebreak" title="160"}variations that
have been created by individual users with different sets of technical
or creative skills. The final result is a continuously changing service
that can be adapted for countless special requirements, desires, and
other features. To outsiders, this internal differentiation is often
difficult to comprehend, and it can soon leave the impression that there
is little more to it than a tedious variety of essentially the same
thing. What user would ever need 60 different text
editors?[^79^](#c3-note-0079){#c3-note-0079a} For those who would like
to use free software without having to join a group, a greater number of
simple and standardized products have been made available. For
commoners, however, this diversity is enormously important, for it is an
expression of their fundamental freedom to work precisely on those
problems that are closest to their hearts -- even if that means creating
another text editor.

With the success of free software toward the end of the 1990s, producers
in other areas of culture, who were just starting to use the internet,
also began to take an interest in this new manner of production. It
seemed to be a good fit with the vibrant do-it-yourself culture that was
blooming online, and all the more so because there were hardly any
attractive commercial alternatives at the time. This movement was
sustained by the growing tier of professional and non-professional
makers of culture that had emerged over the course of the aforementioned
transformations of the labor market. At first, many online sources were
treated as "quasi-common goods." It was considered normal and desirable
to appropriate them and pass them on to others without first having to
develop a proper commons for such activity. This necessarily led to
conflicts. Unlike free software, which on account of its licensing was
on secure legal ground from the beginning, copyright violations were
rampant in the new do-it-yourself culture. For the sake of engaging in
the referential processes discussed in the previous chapter,
copyright-protected content was (and continues to be) used, reproduced,
and modified without permission. Around the turn of the millennium, the
previously latent conflict between "quasi-commoners" and the holders of
traditional copyrights became an open dispute, which in many cases was
resolved in court. Founded in June 1999, the file-sharing service
Napster gained, over the course of just 18 months, 25 million users
[]{#Page_161 type="pagebreak" title="161"}worldwide who simply took the
distribution of music into their own hands without the authorization of
copyright owners. This incited a flood of litigation that managed to
shut the service down in July 2001. This did not, however, put an end to
the large-scale practice of unauthorized data sharing. New services and
technologies, many of which used (the file-sharing protocol) BitTorrent,
quickly filled in the gap. The number of court cases skyrocketed, not
least because new legal standards expanded the jurisdiction of copyright
law and enabled it to be applied more
aggressively.[^80^](#c3-note-0080){#c3-note-0080a} These conflicts
forced a critical mass of cultural producers to deal with copyright law
and to reconsider how the practices of sharing and modifying could be
perpetuated in the long term. One of the first results of these
considerations was to develop, following the model of free software,
numerous licenses that were tailored to cultural
production.[^81^](#c3-note-0081){#c3-note-0081a} In the cultural
context, free licenses achieved widespread distribution after 2001 with
the arrival of Creative Commons (CC), a California-based foundation that
began to provide easily understandable and adaptable licensing kits and
to promote its services internationally through a network of partner
organizations. This set of licenses made it possible to transfer user
rights to the community (defined by the acceptance of the license\'s
terms and conditions) and thus to create a freely accessible pool of
cultural resources. Works published under a CC license can always be
consumed and distributed free of charge (though not necessarily freely).
Some versions of the license allow works to be altered; others permit
their commercial use; while some, in turn, only allow non-commercial use
and distribution. In comparison with free software licenses, this
greater emphasis on the rights of individual producers over those of the
community, whose freedoms of use can be twice as restricted (in terms of
the right to alter works or use them for commercial ends), gave rise to
the long-standing critique that, with respect to freedom and
communality, CC licenses in fact represent a
regression.[^82^](#c3-note-0082){#c3-note-0082a} A combination of good
timing, user-friendly implementations, and powerful support from leading
American universities, however, resulted in CC licenses becoming the de
facto legal standard of free culture.

Based on a solid legal foundation and thus protected from rampant
copyright conflicts, large and well-structured []{#Page_162
type="pagebreak" title="162"}cultural commons were established, for
instance around the online reference work Wikipedia (which was then,
however, using a different license). As much as the latter is now taken
for granted as an everyday component of informational
life,[^83^](#c3-note-0083){#c3-note-0083a} the prospect of a
commons-generated encyclopedia hardly seemed realistic at the beginning.
Even the founders themselves had little faith in it, and thus Wikipedia
began as a side project. Their primary goal was to develop an
encyclopedia called Nupedia, for which only experts would be allowed to
write entries, which would then have to undergo a seven-stage
peer-review process before being published for free use. From its
beginning, on the contrary, Wikipedia was open for anyone to edit, and
any changes made to it were published without review or delay. By the
time that Nupedia was abandoned in September 2003 (with only 25
published articles), the English-language version of Wikipedia already
consisted of more than 160,000 entries, and the German version, which
came online in May 2001, already had 30,000. The former version reached
1 million entries by January 2003, the latter by December 2009, and by
the beginning of 2015 they had 4.7 million and 1.8 million entries,
respectively. In the meantime (by August 2015), versions have been made
available in 289 other languages, 48 of which have at least 100,000
entries. Both its successes -- its enormous breadth of up-to-date
content, along with its high level of acceptance and quality -- and its
failures, with its low percentage of women editors (around 10 percent),
exhausting discussions, complex rules, lack of young personnel, and
systematic attempts at manipulation, have been well documented because
Wikipedia also guarantees free access to the data generated by the
activities of users, and thus makes the development of the commons
fairly transparent for outsiders.[^84^](#c3-note-0084){#c3-note-0084a}

One of the most fundamental and complex decisions in the history of
Wikipedia was to change its license. The process behind this is
indicative of how thoroughly the community of a commons can be involved
in its decision-making. When Wikipedia was founded in 2001, there was no
established license for free cultural works. The best option available
was the GNU license for free documentation (GLFD), which had been
developed, however, for software documentation. In the following years,
the CC license became the standard, and this []{#Page_163
type="pagebreak" title="163"}gave rise to the legal problem that content
from Wikipedia could not be combined with CC-licensed works, even though
this would have aligned with the intentions of those who had published
content under either of these licenses. To alleviate this problem and
thus facilitate exchange between Wikipedia and other cultural commons,
the Wikimedia Foundation (which holds the rights to Wikipedia) proposed
to place older content retroactively under both licenses, the GLFD and
the equivalent CC license. In strictly legal terms, the foundation would
have been able to make this decision without consulting the community.
However, it would have lacked legitimacy and might have even caused
upheavals within it. In order to avoid this, an elaborate discussion
process was initiated that led to a membership-wide vote. This process
lasted from December 2007 (when the Wikipedia Foundation resolved to
change the license) to the end of May 2009, when the voting period
concluded. All told, 17,462 votes were cast, of which only 10.5 percent
rejected the proposed changes. More important than the result, however,
was the way it had come about: through a long, consensus-building
process of discussion, for which the final vote served above all to make
the achieved consensus unambiguously
clear.[^85^](#c3-note-0085){#c3-note-0085a} All other decisions that
concern the project as a whole were and continue to be reached in a
similar way. Here, too, input legitimation is at least on an equal
footing with output legitimation.

With Wikipedia, a great deal happens voluntarily and without cost, but
that does not mean that no financial resources are needed to organize
and maintain such a commons on a long-term basis. In particular, it is
necessary to raise funds for infrastructure (hardware, administration,
bandwidth), the employees of the Wikipedia Foundation, conferences, and
its own project initiatives -- networking with schools, uni­versities,
and cultural institutions, for example, or increasing the diversity of
the Wikipedia community. In light of the number of people who use the
encyclopedia, it would be possible to finance the project, which accrued
costs of around 45 million dollars during the 2013--14 fiscal year,
through advertising (in the same manner, that is, as commercial mass
media). Yet there has always been a consensus against this. Instead,
Wikipedia is financed through donations. In 2013--14, the website was
able to raise \$51 million, 37 million of []{#Page_164 type="pagebreak"
title="164"}which came from approximately 2.5 million contributors, each
of whom donated just a small sum.[^86^](#c3-note-0086){#c3-note-0086a}
These small contributions are especially interesting because, to a large
extent, they come from people who consider themselves part of the
community but do not do much editing. This suggests that donating is
understood as an opportunity to make a contribution without having to
invest much time in the project. In this case, donating money is thus
not an expression of charity but rather of communal spirit; it is just
one of a diverse number of ways to remain active in a commons. Precisely
because its economy is not understood as an independent sphere with its
own logic (maximizing individual resources), but rather as an integrated
aspect of cultivating a common resource, non-financial and financial
contributions can be treated equally. Both types of contribution
ultimately derive from the same motivation: they are expressions of
appre­ciation for the meaning that the common resource possesses for
one\'s own activity.
:::

::: {.section}
### At the interface with physical space: open data {#c3-sec-0014}

Wikipedia, however, is an exception. None of the other new commons have
managed to attract such large financial contributions. The project known
as OpenStreetMap (OSM), which was founded in 2004 by Steve Coast,
happens to be the most important commons for
geodata.[^87^](#c3-note-0087){#c3-note-0087a} By the beginning of 2016,
it had collected and identified around 5 billion GPS coordinates and
linked them to more than 273 million routes. This work was accomplished
by about half a million people, who surveyed their neighborhoods with
hand-held GPS devices or, where that was not a possibility, extracted
data from satellite images or from public land registries. The project,
which is organized through specialized infrastructure and by local and
international communities, also utilizes a number of automated
processes. These are so important that not only was a "mechanical edit
policy" developed to govern the use of algorithms for editing; the
latter policy was also supplemented by an "automated edits code of
conduct," which defines further rules of behavior. Regarding the
implementation of a new algorithm, for instance, the code states: "We do
not require or recommend a formal vote, but if there []{#Page_165
type="pagebreak" title="165"}is significant objection to your plan --
and even minorities may be significant! -- then change it or drop it
altogether."[^88^](#c3-note-0088){#c3-note-0088a} Here, again, there is
the typical objection to voting and a focus on building a consensus that
does not have to be perfect but simply good enough for the overwhelming
majority of the community to acknowledge it (a "rough consensus").
Today, the coverage and quality of the maps that can be generated from
these data are so good for so many areas that they now represent serious
competition to commercial digital alternatives. OSM data are used not
only by Wikipedia and other non-commercial projects but also
increasingly by large commercial services that need geographical
information and suitable maps but do not want to rely on a commercial
provider whose terms and conditions can change at any time. To the
extent that these commercial applications provide their users with the
opportunity to improve the maps, their input flows back through the
commercial level and into the common pool.

Despite its immense community and its regular requests for donations,
the financial resources of the OSM Foundation, which functions as the
legal entity and supporting organ­ization behind the project, cannot be
compared to those of the Wikipedia Foundation. The OSM Foundation has no
employees, and in 2014 it generated just £88,000 in revenue, half of
which was obtained from donations and half from holding
conferences.[^89^](#c3-note-0089){#c3-note-0089a} That said, OSM is
nevertheless a socially, technologically, and financially robust
commons, though one with a model entirely different from Wikipedia\'s.
Because data are at the heart of the project, its needs for hardware and
bandwidth are negligible compared to Wikipedia\'s, and its servers can
be housed at universities or independently operated by individual
groups. Around this common resource, a global network of companies has
formed that offer services on the basis of complex geodata. In doing so,
they allow improvements to go back into the pool or, if financed by
external sources, they can work directly on the common
infrastructure.[^90^](#c3-note-0090){#c3-note-0090a} Here, too, we find
the characteristic juxtaposition of paid and unpaid work, of commercial
and non-commercial orientations that depend on the same common resource
to pursue their divergent goals. If this goes on for a long time, then
there will be an especially strong (self-)interest among everyone
involved for their own work, []{#Page_166 type="pagebreak"
title="166"}or at least part of it, to benefit the long-term development
of the resource in question. Functioning commons, especially the new
informational ones, are distinguished by the heterogeneity of their
motivations and actors. Just as the Wikipedia project successfully and
transformatively extended the experience of working with free software
to the generation of large bases of knowledge, the community responsible
for OpenStreetMaps succeeded in making the experiences of the Wikipedia
project useful for the creation of a commons based on large datasets,
and managed to adapt these experiences according to the specific needs
of such a project.[^91^](#c3-note-0091){#c3-note-0091a}

It is of great political significance that informational commons have
expanded into the areas of data recording and data use. Control over
data, which specify and describe the world in real time, is an essential
element of the contempor­ary constitution of power. From large volumes
of data, new types of insight can be gained and new strategies for
action can be derived. The more one-sided access to data becomes, the
more it yields imbalances of power.

In this regard, the commons model offers an alternative, for it allows
various groups equal and unobstructed access to this potential resource
of power. This, at least, is how the Open Data movement sees things.
Data are considered "open" if they are available to everyone without
restriction to be used, distributed, and developed freely. For this to
occur, it is necessary to provide data in a standard-compatible format
that is machine-readable. Only in such a way can they be browsed by
algorithms and further processed. Open data are an important
precondition for implementing the power of algorithms in a democratic
manner. They ensure that there can be an effective diversity of
algorithms, for anyone can write his or her own algorithm or commission
others to process data in various ways and in light of various
interests. Because algorithms cannot be neutral, their diversity -- and
the resulting ability to compare the results of different methods -- is
an important precondition for them not becoming an uncontrollable
instrument of power. This can be achieved most dependably through free
access to data, which are maintained and cultivated as a commons.

Motivated by the conviction that free access to data represents a
necessary condition for autonomous activity in the []{#Page_167
type="pagebreak" title="167"}digital condition, many new initiatives
have formed that are devoted to the decentralized collection,
networking, and communal organization of data. For several years, for
instance, there has been a global community of people who observe
airplanes in their field of vision, share this information with one
another, and make it generally accessible. Outside of the tight
community, these data are typically of little interest. Yet it was
through his targeted analysis of this information that the geographer
and artist Trevor Paglen succeeded in mapping out the secret arrests
made by American intelligence services. Ultimately, even the CIA\'s
clandestine airplanes have to take off and land like any others, and
thus they can be observed.[^92^](#c3-note-0092){#c3-note-0092a} Around
the collection of environmental data, a movement has formed whose
adherents enter measurements themselves. To cite just one example:
thanks to a successful crowdfunding campaign that raised more than
\$144,000 (just 39,000 were needed), it was possible to finance the
development of a simple set of sensors called the Air Quality Egg. This
device can measure the concentration of carbon dioxide or nitrogen
dioxide in the air and send its findings to a public database. It
involves the use of relatively simple technologies that are likewise
freely licensed (open hardware). How to build and use it is documented
in such a detailed and user-friendly manner -- in instructional videos
on YouTube, for instance -- that anyone so inclined can put one together
on his or her own, and it would also be easy to have them made on a
large scale as a commercial product. Over time, this has brought about a
network of stations that is able to measure the quality of the air
exactly, locally, and in places that are relevant to users. All of this
information is stored in a global and freely accessible database, from
which it is possible to look up and analyze hyper-local data in real
time and without restrictions.[^93^](#c3-note-0093){#c3-note-0093a}

A list of examples of data commons, both the successful and the
unsuccessful, could go on and on. It will suffice, however, to point out
that many new commons have come about that are redefining the interface
between physical and informational space and creating new strategies for
actions in both directions. The Air Quality Egg, which is typical in
this regard, also demonstrates that commons can develop cumulatively.
Free software and free hardware are preconditions for []{#Page_168
type="pagebreak" title="168"}producing and networking such an object. No
less import­ant are commercial and non-commercial infrastructures for
communal learning, compiling documentation, making infor­mation
available, and thus facilitating access for those interested and
building up the community. All of this depends on free knowledge, from
Wikipedia to scientific databases. This enables a great variety of
actors -- in this case en­vironmental scientists, programmers,
engineers, and interested citizens -- to come together and create a
common frame of reference in which everyone can pursue his or her own
goals and yet do so on the basis of communal resources. This, in turn,
has given rise to a new commons, namely that of environmental data.

Not all data can or must be collected by individuals, for a great deal
of data already exists. That said, many scientific and state
institutions face the problem of having data that, though nominally
public (or at least publicly funded), are in fact extremely difficult
for third parties to use. Such information may exist, but it is kept in
institutions to which there is no or little public access, or it exists
only in analog or non-machine-readable formats (as PDFs of scanned
documents, for instance), or its use is tied to high license fees. One
of the central demands of the Open Data and Open Access movements is
thus to have free access to these collections. Yet there has been a
considerable amount of resistance. Whether for political or economic
reasons, many public and scientific institutions do not want their data
to be freely accessible. In many cases, moreover, they also lack the
competence, guidelines, budgets, and internal processes that would be
necessary to make their data available to begin with. But public
pressure has been mounting, not least through initiatives such as the
global Open Data Index, which compares countries according to the
accessibility of their information.[^94^](#c3-note-0094){#c3-note-0094a}
In Germany, the Digital Openness Index evaluates states and communities
in terms of open data, the use of open-source software, the availability
of open infrastructures (such as free internet access in public places),
open policies (the licensing of public information,
freedom-of-information laws, the transparency of budget planning, etc.),
and open education (freely accessible educational resources, for
instance).[^95^](#c3-note-0095){#c3-note-0095a} The results are rather
sobering. The Open Data Index has identified 10 []{#Page_169
type="pagebreak" title="169"}different datasets that ought to be open,
including election results, company registries, maps, and national
statistics. A study of 97 countries revealed that, by the middle of
2015, only 11 percent of these datasets were entirely freely accessible
and usable.

Although public institutions are generally slow and resistant in making
their data freely available, important progress has nevertheless been
made. Such progress indicates not only that the new commons have
developed their own structures in parallel with traditional
institutions, but also that the commoners have begun to make new demands
on established institutions. These are intended to change their internal
processes and their interaction with citizens in such a way that they
support the creation and growth of commons. This is not something that
can be achieved overnight, for the institutions in question need to
change at a fundamental level with respect to their procedures,
self-perception, and relation to citizens. This is easier said than
done.
:::

::: {.section}
### Municipal infrastructures as commons: citizen networks {#c3-sec-0015}

The demands for open access to data, however, are not exhausted by
attempts to redefine public institutions and civic participation. In
fact, they go far beyond that. In Germany, for instance, there has been
a recent movement toward (re-)communalizing the basic provision of water
and energy. Its goal is not merely to shift the ownership structure from
private to public. Rather, its intention is to reorient the present
institutions so that, instead of operating entirely on the basis of
economic criteria, they also take into account democratic, ecological,
and social factors. These efforts reached a high point in November 2013,
when the population of Berlin was called upon to vote over the
communalization of the power supply. Formed in 2011, a non-partisan
coalition of NGOs and citizens known as the Berlin Energy Roundtable had
mobilized to take over the local energy grid, whose license was due to
become available in 2014. The proposal was for the network to be
administered neither entirely privately nor entirely by the public.
Instead, the license was to be held by a newly formed municipal utility
that would not only []{#Page_170 type="pagebreak" title="170"}organize
the efficient operation of the grid but also pursue social causes, such
as the struggles against energy poverty and power cuts, and support
ecological causes, including renewable energy sources and energy
conservation. It was intended, moreover, for the utility to be
democratically organized; that is, for it to offer expanded
opportunities for civic participation on the basis of the complete
transparency of its internal processes in order to increase -- and
ensure for the long term -- the acceptance and identification of
citizens.

Yet it did not get that far. Even though it was conceivably close, the
referendum failed to go through. While 83 percent voted in favor of the
new utility, the necessary quorum of 25 percent of all eligible voters
was not quite achieved (the voter turnout was 24.71 percent).
Nevertheless, the vote represented a milestone. For the first time ever
in a large European metropolis, a specific model "beyond the market and
the state" had been proposed for an essential aspect of everyday life
and put before the people. A central component of infrastructure, the
reliability of which is absolutely indispensable for life in any modern
city, was close to being treated as a common good, supported by a new
institution, and governed according to a statute that explicitly
formulated economic, social, ecological, and democratic goals on equal
terms. This would not have resulted in a commons in the strict sense,
but rather in a new public institution that would have adopted and
embodied the values and orientations that, because of the activity of
commons, have increasingly become everyday phenomena in the digital
condition.

In its effort to develop institutional forms beyond the market and the
state, the Berlin Energy Roundtable is hardly unique. It is rather part
of a movement that is striving for fundamental change and is in many
respects already quite advanced. In Denmark, for example, not only does
a comparatively large amount of energy come from renewable sources (27.2
percent of total use, as of 2014), but 80 percent of the country\'s
wind-generated electricity is produced by self-administered cooperatives
or by individual people and
households.[^96^](#c3-note-0096){#c3-note-0096a} The latter, as is
typical of commons, function simultaneously as producers and consumers.

It is not a coincidence that commons have begun to infiltrate the energy
sector. As Jeremy Rifkin has remarked:[]{#Page_171 type="pagebreak"
title="171"}

::: {.extract}
The generation that grew up on the Communication Internet and that takes
for granted its right to create value in distributed, collaborative,
peer-to-peer virtual commons has little hesitation about generating
their own green electricity and sharing it on an Energy Internet. They
find themselves living through a deepening global economic crisis and an
even more terrifying shift in the earth\'s climate, caused by an
economic system reliant on fossil fuel energy and managed by
centralized, top-down command and control systems. If they fault the
giant telecommunications, media and entertainment companies for blocking
their right to collaborate freely with their peers in an open
Information Commons, they are no less critical of the world\'s giant
energy, power, and utility companies, which they blame, in part, for the
high price of energy, a declining economy and looming environmental
crisis.[^97^](#c3-note-0097){#c3-note-0097a}
:::

It is not necessary to see in this, as Rifkin and a few others have
done, the ineluctable demise of
capitalism.[^98^](#c3-note-0098){#c3-note-0098a} Yet, like the influence
of post-democratic institutions over social mass media and beyond, the
commons are also shaping new expectations about possible courses of
action and about the institutions that might embody these possibilities.
:::

::: {.section}
### Eroding the commons: cloud software and the sharing economy {#c3-sec-0016}

Even if the commons have recently enjoyed a renaissance, their continued
success is far from guaranteed. This is not only because legal
frameworks, then and now, are not oriented toward them. Two movements
currently stand out that threaten to undermine the commons from within
before they can properly establish themselves. These movements have been
exploiting certain aspects of the commons while pursuing goals that are
harmful to them. Thus, there are ways of using communal resources in
order to offer, on their basis, closed and centralized services. An
example of this is so-called cloud software; that is, applications that
no longer have to be installed on the computer of the user but rather
are centrally run on the providers\' servers. Such programs are no
longer operated in the traditional sense, and thus they are exempt from
the obligations mandated by free licenses. They do not, []{#Page_172
type="pagebreak" title="172"}in other words, have to make their readable
source code available along with their executable program code. Cloud
providers are thus able to make wide use of free software, but they
contribute very little to its further development. The changes that they
make are implemented exclusively on their own computers and therefore do
not have to be made public. They therefore follow the letter of the
license, but not its spirit. Through the control of services, it is also
possible for nominally free and open-source software to be centrally
controlled. Google\'s Android operating system for smartphones consists
largely of free software, but by integrating it so deeply with its
closed applications (such as Google Maps and Google Play Store), the
company ensures that even modified versions of the system will supply
data in which Google has an
interest.[^99^](#c3-note-0099){#c3-note-0099a}

The idea of the communal use and provision of resources is eroded most
clearly by the so-called sharing economy, especially by companies such
as the short-term lodging service Airbnb or Uber, which began as a taxi
service but has since expanded into other areas of business. In such
cases, terms like "open" or "sharing" do little more than give a trendy
and positive veneer to hyper-capitalistic structures. Instead of
supporting new forms of horizontal cooperation, the sharing economy is
forcing more and more people into working conditions in which they have
to assert themselves on their own, without insurance and with complete
flexibility, all the while being coordin­ated by centralized,
internet-based platforms.[^100^](#c3-note-0100){#c3-note-0100a} Although
the companies in question take a significant portion of overall revenue
for their "intermediary" services, they act as though they merely
facilitate such work and thus take no responsibility for their "newly
self-employed" freelance
workforce.[^101^](#c3-note-0101){#c3-note-0101a} The risk is passed on
to individual providers, who are in constant competition with one
another, and this only heightens the precariousness of labor relations.
As is typical of post-democratic institutions, the sharing economy has
allowed certain disparities to expand into broader sectors of society,
namely the power and income gap that exists between those who
"voluntarily" use these services and the providers that determine the
conditions imposed by the platforms in question.[]{#Page_173
type="pagebreak" title="173"}
:::
:::

::: {.section}
Against a Lack of Alternatives {#c3-sec-0017}
------------------------------

For now, the digital condition has given rise to two highly divergent
political tendencies. The tendency toward "post-democracy" is
essentially leading to an authoritarian society. Although this society
may admittedly contain a high degree of cultural diversity, and although
its citizens are able to (or have to) lead their lives in a
self-responsible manner, they are no longer able to exert any influence
over the political and economic structures in which their lives are
unfolding. On the basis of data-intensive and comprehensive
surveillance, these structures are instead shaped disproportionally by
an influential few. The resulting imbalance of power has been growing
steadily, as has income inequality. In contrast to this, the tendency
toward commons is leading to a renewal of democracy, based on
institutions that exist outside of the market and the state. At its core
this movement involves a new combination of economic, social, and
(ever-more pressing) ecological dimensions of everyday life on the basis
of data-intensive participatory processes.

What these two developments share in common is their comprehensive
realization of the infrastructural possibilities of the present. Both of
them develop new relations of production on the basis of new productive
forces (to revisit the terminology introduced at the beginning of this
chapter) or, in more general terms, they create suitable social
institutions for these new opportunities. In this sense, both
developments represent coherent and comprehensive answers to the
Gutenberg Galaxy\'s long-lasting crisis of cultural forms and social
institutions.

It remains to be seen whether one of these developments will prevail
entirely or whether and how they will coexist. Despite all of the new
and specialized methods for making predictions, the future is still
largely unpredictable. Too many moving variables are at play, and they
are constantly influencing one another. This is not least the case
because everyone\'s activity -- at times singularly aggregated, at times
collectively organized -- is contributing directly and indirectly to
these contradictory developments. And even though an individual or
communal contribution may seem small, it is still exactly []{#Page_174
type="pagebreak" title="174"}that: a contribution to a collective
movement in one direction or the other. This assessment should not be
taken as some naïve appeal along the lines of "Be the change you want to
see!" The issue here is not one of personal attitudes but rather of
social structures. Effective change requires forms of organization that
are able to implement it for the long term and in the face of
resistance. In this regard, the side of the commons has a great deal
more work to do.

Yet if, despite all of the simplifications that I have made, this
juxtaposition of post-democracy and the commons has revealed anything,
it is that even rapid changes, whose historical and structural
dimensions cannot be controlled on account of their overwhelming
complexity, are anything but fixed in their concrete social
formulations. Even if it is impossible to preserve the old institutions
and cultural forms in their traditional roles -- regardless of all the
historical achievements that may be associated with them -- the dispute
over what world we want to live in and the goals that should be achieved
by the available potential of the present is as open as ever. And such
is the case even though post-democracy wishes to abolish the political
itself and subordinate everything to a technocratic lack of
alternatives. The development of the commons, after all, has shown that
genuine, fundamental, and cutting-edge alternatives do indeed exist. The
contradictory nature of the present is keeping the future
open.[]{#Page_175 type="pagebreak" title="175"}
:::

::: {.section .notesSet type="rearnotes"}
[]{#notesSet}Notes {#c3-ntgp-9999}
------------------

::: {.section .notesList}
[1](#c3-note-0001a){#c3-note-0001}  Karl Marx, *A Contribution to the
Critique of Political Economy*, trans. S. W. Ryazanskaya (London:
Lawrence and Wishart, 1971), p. 21.[]{#Page_196 type="pagebreak"
title="196"}

[2](#c3-note-0002a){#c3-note-0002}  See, for instance, Tomasz Konicz and
Florian Rötzer (eds), *Aufbruch ins Ungewisse: Auf der Suche nach
Alternativen zur kapitalistischen Dauerkrise* (Hanover: Heise
Zeitschriften Verlag, 2014).

[3](#c3-note-0003a){#c3-note-0003}  Jacques Rancière, *Disagreement:
Politics and Philosophy*, trans. Julie Rose (Minneapolis, MN: University
of Minnesota Press, 1999), p. 102 (the emphasis is original).

[4](#c3-note-0004a){#c3-note-0004}  Colin Crouch, *Post-Democracy*
(Cambridge: Polity, 2004), p. 4.

[5](#c3-note-0005a){#c3-note-0005}  Ibid., p. 6.

[6](#c3-note-0006a){#c3-note-0006}  Ibid., p. 96.

[7](#c3-note-0007a){#c3-note-0007}  These questions have already been
discussed at length, for instance in a special issue of the journal
*Neue Soziale Be­wegungen* (vol. 4, 2006) and in the first two issues of
the journal *Aus Politik und Zeitgeschichte* (2011).

[8](#c3-note-0008a){#c3-note-0008}  See Jonathan B. Postel, "RFC 821,
Simple Mail Transfer Protocol," *Information Sciences Institute:
University of Southern California* (August 1982), online: "An important
feature of SMTP is its capability to relay mail across transport service
environments."

[9](#c3-note-0009a){#c3-note-0009}  One of the first providers of
Webmail was Hotmail, which became available in 1996. Just one year
later, the company was purchased by Microsoft.

[10](#c3-note-0010a){#c3-note-0010}  Barton Gellmann and Ashkan Soltani,
"NSA Infiltrates Links to Yahoo, Google Data Centers Worldwide, Snowden
Documents Say," *Washington Post* (October 30, 2013), online.

[11](#c3-note-0011a){#c3-note-0011}  Initiated by hackers and activists,
the Mailpile project raised more than \$160,000 in September 2013 (the
fundraising goal had been just \$100,000). In July 2014, the rather
business-oriented project ProtonMail raised \$400,000 (its target, too,
had been just \$100,000).

[12](#c3-note-0012a){#c3-note-0012}  In July 2014, for instance, Google
announced that it would support "end-to-end" encryption for emails. See
"Making End-to-End Encryption Easier to Use," *Google Security Blog*
(June 3, 2014), online.

[13](#c3-note-0013a){#c3-note-0013}  Not all services use algorithms to
sort through data. Twitter does not filter the news stream of individual
users but rather allows users to create their own lists or to rely on
external service providers to select and configure them. This is one of
the reasons why Twitter is regarded as "difficult." The service is so
centralized, however, that this can change at any time, which indeed
happened at the beginning of 2016.

[14](#c3-note-0014a){#c3-note-0014}  Quoted from "Schrems:
'Facebook-Abstimmung ist eine Farce'," *Futurezone.at* (July 4, 2012),
online \[--trans.\].

[15](#c3-note-0015a){#c3-note-0015}  Elliot Schrage, "Proposed Updates
to Our Governing Documents," [Facebook.com](http://Facebook.com)
(November 21, 2011), online.[]{#Page_197 type="pagebreak" title="197"}

[16](#c3-note-0016a){#c3-note-0016}  Quoted from the documentary film
*Terms and Conditions May Apply* (2013), directed by Cullen Hoback.

[17](#c3-note-0017a){#c3-note-0017}  Felix Stalder and Christine Mayer,
"Der zweite Index: Suchmaschinen, Personalisierung und Überwachung," in
Konrad Becker and Felix Stalder (eds), *Deep Search: Die Politik des
Suchens jenseits von Google* (Innsbruck: Studienverlag, 2009), pp.
112--31.

[18](#c3-note-0018a){#c3-note-0018}  Thus, in 2012, Google announced
under a rather generic and difficult-to-Google headline that, from now
on, "we may combine information you\'ve provided from one service with
information from other services." See "Updating Our Privacy Policies and
Terms of Service," *Google Official Blog* (January 24, 2012), online.

[19](#c3-note-0019a){#c3-note-0019}  Wolfie Christl, "Kommerzielle
digitale Überwachung im Alltag," *Studie im Auftrag der
Bundesarbeitskammer* (November 2014), online.

[20](#c3-note-0020a){#c3-note-0020}  Viktor Mayer-Schönberger and
Kenneth Cukier, *Big Data: A Revolution That Will Change How We Live,
Work and Think* (Boston, MA: Houghton Mifflin Harcourt, 2013).

[21](#c3-note-0021a){#c3-note-0021}  Carlos Diuk, "The Formation of
Love," *Facebook Data Science Blog* (February 14, 2014), online.

[22](#c3-note-0022a){#c3-note-0022}  Facebook could have determined this
simply by examining the location data that were transmitted by its own
smartphone app. The study in question, however, did not take such
information into account.

[23](#c3-note-0023a){#c3-note-0023}  Dan Lyons, "A Lot of Top
Journalists Don\'t Look at Traffic Numbers: Here\'s Why," *Huffington
Post* (March 27, 2014), online.

[24](#c3-note-0024a){#c3-note-0024}  Adam Kramer et al., "Experimental
Evidence of Massive-Scale Emotional Contagion through Social Networks,"
*Proceedings of the National Academy of Sciences* 111 (2014): 8788--90.

[25](#c3-note-0025a){#c3-note-0025}  In all of these studies, it was
presupposed that users present themselves naïvely and entirely
truthfully. If someone writes something positive ("I\'m doing great!"),
it is assumed that this person really is doing well. This, of course, is
a highly problematic assumption. See John M. Grohl, "Emotional Contagion
on Facebook? More Like Bad Research Methods," *PsychCentral* (June 23,
2014), online.

[26](#c3-note-0026a){#c3-note-0026}  See Adrienne LaFrance, "Even the
Editor of Facebook\'s Mood Study Thought It Was Creepy," *The Atlantic*
(June 29, 2014), online: "\[T\]he authors \[...\] said their local
institutional review board had approved it -- and apparently on the
grounds that Facebook apparently manipulates people\'s News Feeds all
the time."

[27](#c3-note-0027a){#c3-note-0027}  In a rare moment of openness, the
founder of a large dating service made the following remark: "But guess
what, everybody: []{#Page_198 type="pagebreak" title="198"}if you use
the Internet, you\'re the subject of hundreds of experiments at any
given time, on every site. That\'s how websites work." See Christian
Rudder, "We Experiment on Human Beings!" *OKtrends* (July 28, 2014),
online.

[28](#c3-note-0028a){#c3-note-0028}  Zoe Corbyn, "Facebook Experiment
Boosts US Voter Turnout," *Nature* (September 12, 2012), online. Because
of the relative homogeneity of social groups, it can be assumed that a
large majority of those who were indirectly influenced to vote have the
same political preferences as those who were directly influenced.

[29](#c3-note-0029a){#c3-note-0029}  In the year 2000, according to the
official count, George W. Bush won the decisive state of Florida by a
mere 537 votes.

[30](#c3-note-0030a){#c3-note-0030}  Jonathan Zittrain, "Facebook Could
Decide an Election without Anyone Ever Finding Out," *New Republic*
(June 1, 2014), online.

[31](#c3-note-0031a){#c3-note-0031}  This was the central insight that
Norbert Wiener drew from his experiments on air defense during World War
II. Although it could never be applied during the war itself, it would
nevertheless prove of great importance to the development of
cybernetics.

[32](#c3-note-0032a){#c3-note-0032}  Gregory Bateson, "Social Planning
and the Concept of Deutero-learning," in Bateson, *Steps to an Ecology
of Mind: Collected Essays in Anthropology, Psychiatry, Evolution and
Epistemology* (London: Jason Aronson, 1972), pp. 166--82, at 177.

[33](#c3-note-0033a){#c3-note-0033}  Tiqqun, "The Cybernetic
Hypothesis," p. 4 (online).

[34](#c3-note-0034a){#c3-note-0034}  B. F. Skinner, *The Behavior of
Organisms: An Experimental Analysis* (New York: Appleton Century, 1938).

[35](#c3-note-0035a){#c3-note-0035}  Richard H. Thaler and Cass
Sunstein, *Nudge: Improving Decisions about Health, Wealth and
Happiness* (New York: Penguin, 2008).

[36](#c3-note-0036a){#c3-note-0036}  It happened repeatedly, for
instance, that pictures of breastfeeding mothers would be removed
because they apparently violated Facebook\'s rule against sharing
pornography. After a long protest, Facebook changed its "community
standards" in 2014. Under the term "Nudity," it now reads as follows:
"We also restrict some images of female breasts if they include the
nipple, but we always allow photos of women actively engaged in
breastfeeding or showing breasts with post-mastectomy scarring. We also
allow photographs of paintings, sculptures and other art that depicts
nude figures." See "Community Standards,"
[Facebook.com](http://Facebook.com) (2017), online.

[37](#c3-note-0037a){#c3-note-0037}  Michael Seemann, *Digital Tailspin:
Ten Rules for the Internet after Snowden* (Amsterdam: Institute for
Network Cultures, 2015).

[38](#c3-note-0038a){#c3-note-0038}  The exception to this is fairtrade
products, in which case it is attempted to legitimate their higher
prices with reference to []{#Page_199 type="pagebreak" title="199"}the
input -- that is, to the social and ecological conditions of their
production.

[39](#c3-note-0039a){#c3-note-0039}  This is only partially true,
however, as more institutions (universities, for instance) have begun to
outsource their technical infrastructure (to Google Mail, for example).
In such cases, people are indeed being coerced, in the classical sense,
to use these services.

[40](#c3-note-0040a){#c3-note-0040}  Mary Madden et al., "Teens, Social
Media and Privacy," *Pew Research Center: Internet, Science & Tech* (May
21, 2013), online.

[41](#c3-note-0041a){#c3-note-0041}  Meta-data are data that provide
information about other data. In the case of an email, the header lines
(the sender, recipient, date, subject, etc.) form the meta-data, while
the data are made up of the actual content of communication. In
practice, however, the two categories cannot always be sharply
distinguished from one another.

[42](#c3-note-0042a){#c3-note-0042}  By manipulating online polls, for
instance, or flooding social mass media with algorithmically generated
propaganda. See Glen Greenwald, "Hacking Online Polls and Other Ways
British Spies Seek to Control the Internet," *The Intercept* (July 14,
2014), online.

[43](#c3-note-0043a){#c3-note-0043}  Jeremy Scahill and Glenn Greenwald,
"The NSA\'s Secret Role in the US Assassination Program," *The
Intercept* (February 10, 2014), online.

[44](#c3-note-0044a){#c3-note-0044}  Regarding the interconnections
between Google and the US State Department, see Julian Assange, *When
Google Met WikiLeaks* (New York: O/R Books, 2014).

[45](#c3-note-0045a){#c3-note-0045}  For a catalog of these
publications, see the DARPA website:
\<[opencatalog.darpa.mil/SMISC.html](http://opencatalog.darpa.mil/SMISC.html)\>.

[46](#c3-note-0046a){#c3-note-0046}  See the military\'s own description
of the project at:
\<[minerva.dtic.mil/funded.html](http://minerva.dtic.mil/funded.html)\>.

[47](#c3-note-0047a){#c3-note-0047}  Such is the goal stated on the
project\'s homepage: \<\>.

[48](#c3-note-0048a){#c3-note-0048}  Bruce Schneier, "Don\'t Listen to
Google and Facebook: The Public--Private Surveillance Partnership Is
Still Going Strong," *The Atlantic* (March 25, 2014), online.

[49](#c3-note-0049a){#c3-note-0049}  See the documentary film *Low
Definition Control* (2011), directed by Michael Palm.

[50](#c3-note-0050a){#c3-note-0050}  Felix Stalder, "In der zweiten
digitalen Phase: Daten versus Kommunikation," *Le Monde Diplomatique*
(February 14, 2014), online.

[51](#c3-note-0051a){#c3-note-0051}  In 2009, the European Parliament
and the European Council ratified Directive 2009/72/EC, which stipulates
that, by the year 2020, 80 percent of all households in the EU will have
to be equipped with an intelligent metering system.[]{#Page_200
type="pagebreak" title="200"}

[52](#c3-note-0052a){#c3-note-0052}  There is no consensus about how or
whether smart meters will contribute to the more efficient use of
energy. On the contrary, one study commissioned by the German Federal
Ministry for Economic Affairs and Energy concluded that the
comprehensive implementation of smart metering would have negative
economic effects for consumers. See Helmut Edelmann and Thomas Kästner,
"Cost--Benefit Analysis for the Comprehensive Use of Smart Metering,"
*Ernst & Young* (June 2013), online.

[53](#c3-note-0053a){#c3-note-0053}  Quoted from "United Nations Working
towards Urbanization," *United Nations Urbanization Agenda* (July 7,
2015), online. For a comprehensive critique of such visions, see Adam
Greenfield, *Against the Smart City* (New York City: Do Projects, 2013).

[54](#c3-note-0054a){#c3-note-0054}  Stefan Selke, *Lifelogging: Warum
wir unser Leben nicht digitalen Technologien überlassen sollten*
(Berlin: Econ, 2014).

[55](#c3-note-0055a){#c3-note-0055}  Rainer Schneider, "Rabatte für
Gesundheitsdaten: Was die deutschen Krankenversicherer planen," *ZDNet*
(December 18, 2014), online \[--trans.\].

[56](#c3-note-0056a){#c3-note-0056}  Frank Pasquale, *The Black Box
Society: The Secret Algorithms that Control Money and Information*
(Cambridge, MA: Harvard University Press, 2015).

[57](#c3-note-0057a){#c3-note-0057}  "Facebook Gives People around the
World the Power to Publish Their Own Stories," *Facebook Help Center*
(2017), online.

[58](#c3-note-0058a){#c3-note-0058}  Lena Kampf et al., "Deutsche im
NSA-Visier: Als Extremist gebrandmarkt," *Tagesschau.de* (July 3, 2014),
online.

[59](#c3-note-0059a){#c3-note-0059}  Florian Klenk, "Der Prozess gegen
Josef S.," *Falter* (July 8, 2014), online.

[60](#c3-note-0060a){#c3-note-0060}  Zygmunt Bauman, *Liquid Modernity*
(Cambridge: Polity, 2000), p. 35.

[61](#c3-note-0061a){#c3-note-0061}  This is so regardless of whether
the dominant regime, eager to seem impervious to opposition, represents
itself as the one and only alternative. See Byung-Chul Han, "Why
Revolution Is No Longer Possible," *Transformation* (October 23, 2015),
online.

[62](#c3-note-0062a){#c3-note-0062}  See the *Süddeutsche Zeitung*\'s
special website devoted to the "Offshore Leaks":
\.

[63](#c3-note-0063a){#c3-note-0063}  The *Süddeutsche Zeitung*\'s
website devoted to the "Luxembourg Leaks" can be found at:
\.

[64](#c3-note-0064a){#c3-note-0064}  See the documentary film
*Citizenfour* (2014), directed by Lara Poitras.

[65](#c3-note-0065a){#c3-note-0065}  Felix Stalder, "WikiLeaks und die
neue Ökologie der Nach­richtenmedien," in Heinrich Geiselberger (ed.),
*WikiLeaks und die Folgen* (Berlin: Suhrkamp, 2011), pp.
96--110.[]{#Page_201 type="pagebreak" title="201"}

[66](#c3-note-0066a){#c3-note-0066}  Yochai Benkler, "Coase\'s Penguin,
or, Linux and the Nature of the Firm," *Yale Law Journal* 112 (2002):
369--446.

[67](#c3-note-0067a){#c3-note-0067}  For an overview of the many commons
traditions, see David Bollier and Silke Helfrich, *The Wealth of the
Commons: A World beyond Market and State* (Amherst: Levellers Press,
2012).

[68](#c3-note-0068a){#c3-note-0068}  Massimo De Angelis and Stavros
Stavrides, "On the Commons: A Public Interview," *e-flux* 17 (June
2010), online.

[69](#c3-note-0069a){#c3-note-0069}  Elinor Ostrom, *Governing the
Commons: The Evolution of Institutions for Collective Action*
(Cambridge: Cambridge University Press, 1990).

[70](#c3-note-0070a){#c3-note-0070}  Michael McGinnis and Elinor Ostrom,
"Design Principles for Local and Global Commons," *International
Political Economy and International Institutions* 2 (1996): 465--93.

[71](#c3-note-0071a){#c3-note-0071}  I say "allegedly" because the
argument about their inevitable tragedy, which has been made without any
empirical evidence, falsely conceives of the commons as a limited but
fully unregulated resource. Because people are only interested in
maximizing their own short-term benefits -- or so the conclusion goes --
the resource will either have to be privatized or administered by the
government in order to protect it from being over-used and to ensure the
well-being of everyone involved. It was never taken into consideration
that users could speak with one another and organize themselves. See
Garrett Hardin, "The Tragedy of the Commons," *Science* 162 (1968):
1243--8.

[72](#c3-note-0072a){#c3-note-0072}  Jonathan Rowe, "The Real Tragedy:
Ecological Ruin Stems from What Happens to -- Not What Is Caused by --
the Commons," *On the Commons* (April 30, 2013), online.

[73](#c3-note-0073a){#c3-note-0073}  James Boyle, "A Politics of
Intellectual Property: Environmentalism for the Net?" *Duke Law Journal*
47 (1997): 87--116.

[74](#c3-note-0074a){#c3-note-0074}  Quoted from:
\<[debian.org/intro/about.html](http://debian.org/intro/about.html)\>.

[75](#c3-note-0075a){#c3-note-0075}  The Debian Social Contract can be
read at: \<\>.

[76](#c3-note-0076a){#c3-note-0076}  Gabriella E. Coleman and Benjamin
Hill, "The Social Production of Ethics in Debian and Free Software
Communities: Anthropological Lessons for Vocational Ethics," in Stefan
Koch (ed.), *Free/Open Source Software Development* (Hershey, PA: Idea
Group, 2005), pp. 273--95.

[77](#c3-note-0077a){#c3-note-0077}  While it is relatively easy to
identify the inner circle of such a project, it is impossible to
determine the number of those who have contributed to it. This is
because, among other reasons, the distinction between producers and
consumers is so fluid that any firm line drawn between them for
quantitative purposes would be entirely arbitrary. Should someone who
writes the documentation be considered a producer of a software
[]{#Page_202 type="pagebreak" title="202"}project? To be counted as
such, is it sufficient to report a single bug? Or to confirm the
validity of a bug report that has already been sent? Should everyone be
counted who has helped another person solve a problem in a forum?

[78](#c3-note-0078a){#c3-note-0078}  Raphaël Hertzog, "The State of the
Debian--Ubuntu Relationship" (December 6, 2010), online.

[79](#c3-note-0079a){#c3-note-0079}  This, in any case, is the number of
free software programs that appears in Wikipedia\'s entry titled "List
of Text Editors." This list, however, is probably incomplete.

[80](#c3-note-0080a){#c3-note-0080}  In this regard, the most
significant legal changes were enacted through the Copyright Treaty of
the World Intellectual Property Organization (1996), the US Digital
Millennium Copyright Act (1998), and the EU guidelines for the
harmonization of certain aspects of copyright (2001). Since 2006, a
popular tactic in Germany and elsewhere has been to issue floods of
cease-and-desist letters. This involves sending tens of thousands of
semi-automatically generated threats of legal action with demands for
payment in response to the presumably unauthorized use of
copyright-protected material.

[81](#c3-note-0081a){#c3-note-0081}  Examples include the Open Content
License (1998) and the Free Art License (2000).

[82](#c3-note-0082a){#c3-note-0082}  Benjamin Mako Hill, "Towards a
Standard of Freedom: Creative Commons and the Free Software Movement,"
*mako.cc* (June 29, 2005), online.

[83](#c3-note-0083a){#c3-note-0083}  Since 2007, Wikipedia has
continuously been one of the 10 most-used websites.

[84](#c3-note-0084a){#c3-note-0084}  One of the best studies of
Wikipedia remains Christian Stegbauer, *Wikipedia: Das Rätsel der
Kooperation* (Wiesbaden: Verlag für Sozialwissenschaften, 2009).

[85](#c3-note-0085a){#c3-note-0085}  Dan Wielsch, "Governance of Massive
Multiauthor Collabor­ation -- Linux, Wikipedia and Other Networks:
Governed by Bilateral Contracts, Partnerships or Something in Between?"
*JIPITEC* 1 (2010): 96--108.

[86](#c3-note-0086a){#c3-note-0086}  See Wikipedia\'s 2013--14
fundraising report at:
\<[meta.wikimedia.org/wiki/Fundraising/2013-14\_Report](http://meta.wikimedia.org/wiki/Fundraising/2013-14_Report)\>.

[87](#c3-note-0087a){#c3-note-0087}  Roland Ramthun, "Offene Geodaten
durch OpenStreetMap," in Ulrich Herb (ed.), *Open Initiatives: Offenheit
in der digitalen Welt und Wissenschaft* (Saarbrücken: Universaar, 2012),
pp. 159--84.

[88](#c3-note-0088a){#c3-note-0088}  "Automated Edits Code of Conduct,"
[WikiOpenStreetMap.org](http://WikiOpenStreetMap.org) (March 15, 2015),
online.

[89](#c3-note-0089a){#c3-note-0089}  See the information provided at:
\<[wiki.osmfoundation.org/wiki/Finances](http://wiki.osmfoundation.org/wiki/Finances)\>.

[90](#c3-note-0090a){#c3-note-0090}  As part of its "Knight News
Challenge," for instance, the American Knight Foundation gave \$570,000
in 2012 to the []{#Page_203 type="pagebreak" title="203"}company Mapbox
in order for the latter to make improvements to OSM\'s infrastructure.

[91](#c3-note-0091a){#c3-note-0091}  This was accomplished, for
instance, by introducing methods for data indexing and quality control.
See Ramthum, "Offene Geodaten durch OpenStreetMap" (cited above).

[92](#c3-note-0092a){#c3-note-0092}  Trevor Paglen and Adam C. Thompson,
*Torture Taxi: On the Trail of the CIA\'s Rendition Flights* (Hoboken,
NJ: Melville House, 2006).

[93](#c3-note-0093a){#c3-note-0093}  See the project\'s website:
\<[airqualityegg.com](http://airqualityegg.com)\>.

[94](#c3-note-0094a){#c3-note-0094}  See the project\'s homepage:
\<[index.okfn.org](http://index.okfn.org)\>.

[95](#c3-note-0095a){#c3-note-0095}  The homepage of the Digital
Openness Index can be found at: \<[do-index.org](http://do-index.org)\>.

[96](#c3-note-0096a){#c3-note-0096}  Tildy Bayar, "Community Wind
Arrives Stateside," *Renewable Energy World* (July 5, 2012), online.

[97](#c3-note-0097a){#c3-note-0097}  Jeremy Rifkin, *The Zero Marginal
Cost Society: The Internet of Things, the Collaborative Commons and the
Eclipse of Capitalism* (New York: Palgrave Macmillan, 2014), p. 217.

[98](#c3-note-0098a){#c3-note-0098}  See, for instance, Ludger
Eversmann, *Post-Kapitalismus: Blueprint für die nächste Gesellschaft*
(Hanover: Heise Zeitschriften Verlag, 2014).

[99](#c3-note-0099a){#c3-note-0099}  Ron Amadeo, "Google\'s Iron Grip on
Android: Controlling Open Source by Any Means Necessary," *Ars Technica*
(October 21, 2013), online.

[100](#c3-note-0100a){#c3-note-0100}  Seb Olma, "To Share or Not to
Share," [nettime.org](http://nettime.org) (October 20, 2014), online.

[101](#c3-note-0101a){#c3-note-0101}  Susie Cagle, "The Case against
Sharing," *The Nib* (May 27, 2014), online.[]{#Page_204 type="pagebreak"
title="204"}
:::
:::

[Copyright page]{.chapterTitle} {#ffirs03}
=
::: {.section}
First published in German as *Kultur der Digitalitaet* © Suhrkamp Verlag,
Berlin, 2016

This English edition © Polity Press, 2018

Polity Press

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purpose of criticism and review, no part of this publication may be
reproduced, stored in a retrieval system or transmitted, in any form or
by any means, electronic, mechanical, photocopying, recording or
otherwise, without the prior permission of the publisher.

P. 51, Brautigan, Richard: From "All Watched Over by Machines of Loving
Grace" by Richard Brautigan. Copyright © 1967 by Richard Brautigan,
renewed 1995 by Ianthe Brautigan Swenson. Reprinted with the permission
of the Estate of Richard Brautigan; all rights reserved.

ISBN-13: 978-1-5095-1959-0

ISBN-13: 978-1-5095-1960-6 (pb)

A catalogue record for this book is available from the British Library.

Library of Congress Cataloging-in-Publication Data

Names: Stalder, Felix, author.

Title: The digital condition / Felix Stalder.

Other titles: Kultur der Digitalitaet. English

Description: Cambridge, UK ; Medford, MA : Polity Press, \[2017\] \|
Includes bibliographical references and index.

Identifiers: LCCN 2017024678 (print) \| LCCN 2017037573 (ebook) \| ISBN
9781509519620 (Mobi) \| ISBN 9781509519637 (Epub) \| ISBN 9781509519590
(hardback) \| ISBN 9781509519606 (pbk.)

Subjects: LCSH: Digital communications--Social aspects. \| Information
society. \| Information society--Forecasting.

Classification: LCC HM851 (ebook) \| LCC HM851 .S728813 2017 (print) \|
DDC 302.23/1--dc23

LC record available at

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Printed and bound in Great Britain by CPI Group (UK) Ltd, Croydon

The publisher has used its best endeavours to ensure that the URLs for
external websites referred to in this book are correct and active at the
time of going to press. However, the publisher has no responsibility for
the websites and can make no guarantee that a site will remain live or
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Every effort has been made to trace all copyright holders, but if any
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:::


hacker in Weinmayr 2019


Weinmayr
Confronting Authorship Constructing Practices How Copyright is Destroying Collective Practice
2019


# 11\. Confronting Authorship, Constructing Practices (How Copyright is
Destroying Collective Practice)

Eva Weinmayr

© 2019 Eva Weinmayr, CC BY 4.0
[https://doi.org/10.11647/OBP.0159.11](https://doi.org/10.11647/OBP.0159.11)

This chapter is written from the perspective of an artist who develops models
of practice founded on the fundamental assumption that knowledge is socially
constructed. Knowledge, according to this understanding, builds on imitation
and dialogue and is therefore based on a collective endeavour. Although
collective forms of knowledge production are common in the sciences, such
modes of working constitute a distinct shift for artistic practice, which has
been conceived as individual and isolated or subjective. Moreover, the shift
from the individual to the social in artistic production — what has been
called art’s ‘social turn’[1](ch11.xhtml#footnote-525)  — also shifts the
emphasis from the artwork to the social processes of production and therefore
proposes to relinquish ‘the notion of the “work” as a noun (a static object)’
and re-conceptualises ‘the “work” as a verb (a communicative
activity)’.[2](ch11.xhtml#footnote-524) This shift from ‘noun’ to ‘verb’
promotes collective practices over authored objects and includes work such as
developing infrastructures, organising events, facilitating, hosting,
curating, editing and publishing. Such generative practices also question the
nature of authorship in art.

Authorship is no doubt a method to develop one’s voice, to communicate and to
interact with others, but it is also a legal, economic and institutional
construct, and it is this function of authorship as a framing and measuring
device that I will discuss in this chapter. Oscillating between the arts and
academia, I shall examine the concept of authorship from a legal, economic and
institutional perspective by studying a set of artistic practices that have
made copyright, intellectual property and authorship into their artistic
material.

Copyright’s legal definition combines authorship, originality and property.
‘Copyright is not a transcendent moral idea’, as Mark Rose has shown, ‘but a
specifically modern formation [of property rights] produced by printing
technology, marketplace economics and the classical liberal culture of
possessive individualism’.[3](ch11.xhtml#footnote-523) Therefore the author in
copyright law is unequivocally postulated in terms of liberal and neoliberal
values. Feminist legal scholar Carys Craig argues that copyright law and the
concept of authorship it supports fail to adequately recognise the essential
social nature of human creativity. It chooses relationships qua private
property instead of recognising the author as necessarily social situated and
therefore creating (works) within a network of social
relations.[4](ch11.xhtml#footnote-522) This chapter tries to reimagine
authorial activity in contemporary art that is not caught in ‘simplifying
dichotomies that pervade copyright theory (author/user, creator/copier,
labourer/free-rider)’,[5](ch11.xhtml#footnote-521) and to examine both the
blockages that restrict our acknowledgement of the social production of art
and the social forces that exist within emancipatory collective
practices.[6](ch11.xhtml#footnote-520)

Copyright is granted for an ‘original work [that] is fixed in any tangible
medium of expression’. It is based on the relationship between an
‘originator’, being imagined as the origin of the
work,[7](ch11.xhtml#footnote-519) and distinct products, which are fixed in a
medium, ‘from which they can be perceived, reproduced, or otherwise
communicated, either directly or with the aid of a machine or
device.’[8](ch11.xhtml#footnote-518)

Practices, on the contrary, are not protected under
copyright.[9](ch11.xhtml#footnote-517) Because practice can’t be fixed into a
tangible form of expression, intellectual property rights are not created and
cannot be exploited economically. This inability to profit from practice by
making use of intellectual property results in a clear privileging of the
‘outputs’ of authored works over practice. This value system therefore
produces ‘divisive hierarchical splits between those who ‘do’ [practices], and
those who write about, make work about
[outputs]’.[10](ch11.xhtml#footnote-516)

Media scholar Kathleen Fitzpatrick observes in her forthcoming book Generous
Thinking:

[H]owever much we might reject individualism as part and parcel of the
humanist, positivist ways of the past, our working lives — on campus and off —
are overdetermined by it. […] c. And the drive to compete […] bleeds out into
all areas of the ways we work, even when we’re working together.’ The
competitive individualism that the academy cultivates makes all of us
painfully aware that even our most collaborative efforts will be assessed
individually, with the result that even those fields whose advancement depends
most on team-based efforts are required to develop careful guidelines for
establishing credit and priority.[11](ch11.xhtml#footnote-515)

Artist and activist Susan Kelly expands on this experience with her
observation that this regime of individual merit even inhibits us from
partaking in collective practices. She describes the dilemma for the academic
activist, when the demand for ‘outputs’ (designs, objects, texts,
exhibitions), which can be measured, quantified and exploited by institutions
(galleries, museums, publishers, research universities), becomes the
prerequisite of professional survival.

Take the young academic, for example, who spends evenings and weekends in the
library fast tracking a book on social movements about which she cares deeply
and wants to broaden her understanding. She is also desperate for it to be
published quickly to earn her the university research points that will see her
teaching contract renewed for the following year. It is likely that the same
academic is losing touch with the very movements she writes about, and is no
longer participating in their work because she is exhausted and the book takes
time to write no matter how fast she works. On publication of the book, her
work is validated professionally; she gets the university contract and is
invited to sit on panels in public institutions about contemporary social
movements. In this hypothetical case, it is clear that the academic’s work has
become detached from the movements she now writes and talks about, and she no
doubt sees this. But there is good compensation for this uneasiness in the
form of professional validation, invitations that flatter, and most
importantly, an ease of the cycle of hourly paid or precarious nine-month
contracts.[12](ch11.xhtml#footnote-514)

Kelly’s and Fitzpatrick’s examples describe the paradoxes that the demand for
authorship creates for collective practices. But how can we actually escape
regimes of authorship that are conceptualised and economised as ‘cultural
capital’?

Academic authorship, after all, is the basis for employment, promotion, and
tenure. Also, arguably, artists who stop being ‘authors’ of their own work
would no longer be considered ‘artists’, because authorship is one of art’s
main framing devices. In the following I will discuss three artistic practices
that address this question — with, as we will see, very different
outcomes.[13](ch11.xhtml#footnote-513)

## Authorship Replaces Authorship?

In 2011, American artist Richard Prince spread a blanket on a sidewalk outside
Central Park in New York City and sold copies of his latest artwork, a
facsimile of the first edition of J. D. Salinger’s The Catcher in The
Rye.[14](ch11.xhtml#footnote-512) He did not make any changes to the text of
the novel and put substantial effort into producing an exact replica in terms
of paper quality, colours, typeset and binding, reproducing the original
publication as much as possible except for several significant details. He
replaced the author’s name with his own. ‘This is an artwork by Richard
Prince. Any similarity to a book is coincidental and not intended by the
artist’, his colophon reads, concluding with ‘© Richard Prince’. Prince also
changed the publisher’s name, Little Brown, to a made-up publishing house with
the name AP (American Place) and removed Salinger’s photograph from the back
of the dust cover.[15](ch11.xhtml#footnote-511)

The artist’s main objective appeared to be not to pirate and circulate an
unauthorised reprint of Salinger’s novel, because he did not present the book
under Salinger’s name but his own. Prince also chose a very limited
circulation figure.[16](ch11.xhtml#footnote-510) It is also far from
conventional plagiarism, because hardly any twentieth century literature is
more read and widely known than Salinger’s Catcher. So the question is, why
would Prince want to recirculate one of the most-read American novels of all
time, a book available in bookshops around the world, with a total circulation
of 65 million copies, translated into 30
languages?[17](ch11.xhtml#footnote-509)

Prince stated that he loved Salinger’s novel so much that ‘I just wanted to
make sure, if you were going to buy my Catcher in the Rye, you were going to
have to pay twice as much as the one Barnes and Noble was selling from J. D.
Salinger. I know that sounds really kind of shallow and maybe that’s not the
best way to contribute to something, but in the book-collecting world you pay
a premium for really collectible books,’ he explained in an interview with
singer Kim Gordon.[18](ch11.xhtml#footnote-508)

As intended, the work quickly turned into a
collectible[19](ch11.xhtml#footnote-507) and attracted lots of applause from
members of the contemporary art world including, among others, conceptual
writer Kenneth Goldsmith, who described the work as a ‘terribly ballsy move’.
Prince was openly ‘pirating what is arguably the most valuable property in
American literature, practically begging the estate of Salinger to sue
him.’[20](ch11.xhtml#footnote-506)

## Who has the Power to Appropriate?

We need to examine Goldsmith’s appraisal more closely. What is this ‘ballsy
move’? And how does it relate to the asserted criticality of appropriation
artists in the late 1970s, a group of which Prince was part?

Prince rose to prominence in New York in the late 1970s, associated with the
Pictures generation of artists[21](ch11.xhtml#footnote-505) whose
appropriation of images from mass culture and advertising — Prince’s
photographs of Marlboro Man adverts, for example — examined the politics of
representation.[22](ch11.xhtml#footnote-504) Theorists and critics, often
associated with the academic October journal,[23](ch11.xhtml#footnote-503)
interpreted the Pictures artists’ ‘unabashed usurpations of images as radical
interrogations of the categories of originality and authenticity within the
social construction of authorship. […] The author had become irrelevant
because the original gesture had become unimportant; the copy adequately stood
in its place and performed its legitimising
function.’[24](ch11.xhtml#footnote-502)

Artist Sherrie Levine, one of the leading figures in American appropriation
art, expresses the core theoretical commitment of this group of artists in her
1982 manifesto: ‘The world is filled to suffocating. Man has placed his token
on every stone. Every word, every image, is leased and mortgaged. […] A
picture is a tissue of quotations drawn from the innumerable centres of
culture. We can only imitate a gesture that is always anterior, never
original.’[25](ch11.xhtml#footnote-501) This ostensive refusal of originality
poses, no doubt, a critique of the author who creates ‘ex nihilo’. But does it
really present a critique of authorship per se? I shall propose three
arguments from different viewpoints — aesthetic, economic and legal — to
explore the assumptions of this assertion.

From the aesthetic perspective, Prince and Levine are making formal choices in
the process of appropriating already existing work. They re-photograph,
produce photographic prints, make colour choices; they enlarge or scale down,
trim the edges and take decisions about framing. Nate Harrison makes this
point when he argues that ‘Levine and Prince take individual control of the
mass-authored image, and in so doing, reaffirm the ground upon which the
romantic author stands.’[26](ch11.xhtml#footnote-500) It is exactly this
control of, and authority over, the signed and exhibited image that leads
Prince and Levine to be validated as ‘author[s] par
excellence’.[27](ch11.xhtml#footnote-499) Prince, for example, has been lauded
as an artist who ‘makes it new, by making it
again’.[28](ch11.xhtml#footnote-498) This ‘making it again’, a process that
Hal Foster names ‘recoding’,[29](ch11.xhtml#footnote-497) creates new meaning
and must therefore be interpreted as an ‘original’ authorial act.
Subsequently, this work has been validated by museums, galleries, collectors
and critics. From an economic perspective one can therefore argue that
Prince’s numerous solo exhibitions in prestigious museums, his sales figures,
and affiliation to commercial galleries are evidence that he has been ascribed
artistic authorship as well as authorial agency by the institutions of the art
world.[30](ch11.xhtml#footnote-496)

Coming back to Prince’s appropriation of Catcher in the Rye, his conceptual
gesture employs necessarily the very rhetoric and conceptual underpinnings of
legislation and jurisdiction that he seemingly
critiques.[31](ch11.xhtml#footnote-495) He declares ‘this is an artwork by
Richard Prince, © Richard Prince’ and asserts, via claiming copyright, the
concept of originality and creativity for his work. By this paradoxical
gesture, he seemingly replaces ‘authorship’ with authorship and ‘ownership’
with ownership. And by doing so, I argue, he reinforces its very concept.

The legal framework remains conceptual, theoretical and untested in this case.
But on another occasion, Prince’s authorship was tested in court — and
eventually legally confirmed to belong to him. This is crucial to my inquiry.
What are we to make of the fact that Prince, who challenges the copyright
doctrine in his gestures of appropriation, has been ascribed legitimate
authorship by courts who rule on copyright law? It seems paradoxical, because
as Elizabeth Wang rightly claims, ‘if appropriation is legitimized, the
political dimension of this act is excised’.[32](ch11.xhtml#footnote-494) And
Cornelia Sollfrank argues ‘the value of appropriation art lies in its
illicitness. […] Any form of [judicial] legitimisation would not support the
[appropriation] artists’ claims, but rather undermine
them.’[33](ch11.xhtml#footnote-493)

## Authorship Defined by Market Value and Celebrity Status?

To illustrate this point I will briefly digress to discuss a controversial
court case about Prince’s authorial legitimacy. In 2009, New-York-based
photographer, Patrick Cariou began litigation against Prince, his gallerist
Larry Gagosian and his catalogue publisher Rizzoli. Prince had appropriated
Cariou’s photographs in his series Canal Zone which went on show at Gagosian
Gallery.[34](ch11.xhtml#footnote-492) A first ruling by a district judge
stated that Prince’s appropriation was copyright infringement and requested
him to destroy the unsold paintings on show. The ruling also forbade those
that had been sold from being displayed publicly in the
future.[35](ch11.xhtml#footnote-491)

However Prince’s eventual appeal turned the verdict around. A second circuit
court decided that twenty-five of his thirty paintings fell under the fair use
rule. The legal concept of fair use allows for copyright exceptions in order
to balance the interests of exclusive right holders with the interests of
users and the public ‘for purposes such as criticism, comment, news reporting,
teaching (including multiple copies for classroom use), scholarship, or
research’.[36](ch11.xhtml#footnote-490) One requirement to justify fair use is
that the new work should be transformative, understood as presenting a new
expression, meaning or message. The appeal’s court considered Prince’s
appropriation as sufficiently transformative because a ‘reasonable
observer’[37](ch11.xhtml#footnote-489)would perceive aesthetic differences
with the original.[38](ch11.xhtml#footnote-488)

Many artists applauded the appeal court’s verdict, as it seemed to set a
precedent for a more liberal approach towards appropriation art. Yet attorney
Sergio Muñoz Sarmiento and art historian Lauren van Haaften-Schick voiced
concerns about the verdict’s interpretation of ‘transformative’ and the
ruling’s underlying assumptions.

The questions of ‘aesthetic differences’ perceived by a ‘reasonable observer’,
Sarmiento rightly says, are significant. After all, Prince did not provide a
statement of intent in his deposition[39](ch11.xhtml#footnote-487) therefore
the judges had to adopt the role of a (quasi) art critic ‘employing [their]
own artistic judgment[s]’ in a field in which they had not been
trained.[40](ch11.xhtml#footnote-486)

Secondly, trying to evaluate the markets Cariou and Prince cater for, the
court introduced a controversial distinction between celebrity and non-
celebrity artists. The court opinion reasons: ‘Certain of the Canal Zone
artworks have sold for two million or more dollars. The invitation list for a
dinner that Gagosian hosted in conjunction with the opening of the Canal Zone
show included a number of the wealthy and famous such as the musicians Jay-Z
and Beyoncé Knowles, artists Damien Hirst and Jeff Koons, [….] and actors
Robert De Niro, Angelina Jolie, and Brad Pitt’.[41](ch11.xhtml#footnote-485)
Cariou, on the contrary, so the verdict argues, ‘has not aggressively marketed
his work’, and has earned just over $8,000 in royalties from Yes Rasta since
its publication.[42](ch11.xhtml#footnote-484) Furthermore, he made only ‘a
handful of private sales [of his photographic prints] to personal
acquaintances’.[43](ch11.xhtml#footnote-483) Prince, by contrast, sold eight
of his Canal Zone paintings for a total of $10,480,000 and exchanged seven
others for works by canonical artists such as painter Larry Rivers and
sculptor Richard Serra.[44](ch11.xhtml#footnote-482)

The court documents here tend to portray Cariou as a sort of hobby artist or
‘lower class amateur’ in Sarmiento’s words,[45](ch11.xhtml#footnote-481)
whereas Prince is described as a ‘well-known appropriation
artist’[46](ch11.xhtml#footnote-480) with considerable success in the art
market.[47](ch11.xhtml#footnote-479) Such arguing is dangerous, because it
brings social class, celebrity status and art market success into play as
legal categories to be considered in future copyright cases and dismisses
‘Cariou’s claim as a legitimate author and
artist’.[48](ch11.xhtml#footnote-478) The parties eventually reached an out-
of-court settlement regarding the remaining five paintings, and their
infringement claim was returned to the district court meaning that no ruling
had been issued. This pragmatic settlement can be interpreted as a missed
opportunity for further clarification in the interpretation of fair use. No
details about the settlement have been disclosed.[49](ch11.xhtml#footnote-477)

Richard Prince presented himself in his court deposition as an artist, who
‘do[es]n’t really have a message,’ and was not ‘trying to create anything with
a new meaning or a new message.’[50](ch11.xhtml#footnote-476) Nevertheless the
appeal court’s ruling transforms the ‘elusive artist not only into a subject,
but also into an [artist] author’[51](ch11.xhtml#footnote-475) — a status he
set out to challenge in the first place. Therefore Richard Prince’s ongoing
games[52](ch11.xhtml#footnote-474) might be entertaining or make us laugh, but
they stop short of effectively challenging the conceptualisation of
authorship, originality and property because they are assigned the very
properties that are denied to the authors whose works are copied. That is to
say, Prince’s performative toying with the law does not endanger his art’s
operability in the art world. On the contrary, it constructs and affirms his
reputation as a radical and saleable artist-author.

## De-Authoring

A very different approach to copyright law is demonstrated by American artist
Cady Noland, who employs the law to effectively endanger her art’s operability
in the art market. Noland is famously concerned with the circulation and
display of her work with respect to context, installation and photographic
representation. Relatedly, she has also become very critical of short-term
speculation on the art market. Noland has apparently not produced any new work
for over a decade, due to the time she now spends pursuing litigation around
her existing oeuvre.[53](ch11.xhtml#footnote-473) In 2011, she strikingly
demonstrated that an artist need not give up control when her work enters the
commercial art market and turns into a commodity for short-term profit. She
made probably one of the most important stands in modern art history when she
‘de-authored’ her work Cowboys Milking (1990), after it was put up for auction
at Sotheby’s with the consequence that the work could not be sold as a Cady
Noland work anymore.

Swiss-born dealer Marc Jancou, based in New York and Geneva, had consigned the
work to Sotheby’s a few months after having purchased it for $106,500 from a
private collector.[54](ch11.xhtml#footnote-472) Jancou was obviously attracted
by the fact that one of Noland’s works had achieved the highest price for a
piece by a living female artist: $6.6m.

At Noland’s request, on the eve of the auction, Sotheby’s abruptly withdrew
the piece, a silkscreen print on an aluminium panel. The artist argued that it
was damaged: ‘The current condition […] materially differs from that at the
time of its creation. […] [H]er honor and reputation [would] be prejudiced as
a result of offering [it] for sale with her name associated with
it.’[55](ch11.xhtml#footnote-471) From a legal point of view, this amounts to
a withdrawal of Noland’s authorship. The US Visual Artists Rights Act of 1990,
VARA, grants artists ‘authorship’ rights over works even after they have been
sold, including the right to prevent intentional modification and to forbid
the use of their name in association with distorted or mutilated
work.[56](ch11.xhtml#footnote-470) Such rights are based on the premise that
the integrity of a work needs to be guaranteed and a work of art has cultural
significance that extends beyond mere property
value.[57](ch11.xhtml#footnote-469)

Noland’s withdrawal of authorship left Jancou with ‘a Cady Noland’ in his
living room, but not on the market. In an email to Sotheby’s, he complained:
‘This is not serious! Why does an auction house ask the advise [sic] of an
artist that has no gallery representation and has a biased and radical
approach to the art market?’[58](ch11.xhtml#footnote-468) Given that Noland is
a long-standing and outspoken sceptic with respect to speculative dealing in
art, he somewhat naively wonders why she would be able to exercise this degree
of power over an artwork that had been entered into a system of commercial
exchange. His complaint had no effect. The piece remained withdrawn from the
auction and Jancou filed a lawsuit in February 2012 seeking $26 million in
damages from Sotheby’s.[59](ch11.xhtml#footnote-467)

From an economic perspective, both artists, Noland and Prince, illustrated
powerfully how authorship is instituted in the form of the artist’s signature,
to construct (Prince’s Catcher in the Rye) or destroy (Noland’s Cowboy
Milking) monetary value. Richard Prince’s stated intention is to double the
book’s price, and by attaching his name to Salinger’s book in a Duchampian
gesture, he turns it into a work of art authored and copyrighted by Prince.
Noland, on the contrary lowers the value of her artwork by removing her
signature and by asserting the artist-author’s (Noland) rights over the
dealer-owner’s (Jancou).[60](ch11.xhtml#footnote-466)

However, from a legal perspective I would argue that both Noland and Prince —
in their opposite approaches of removing and adding their signatures — affirm
authorship as it is conceptualised by the law.[61](ch11.xhtml#footnote-465)
After all ‘copyright law is a system to which the notion of the author appears
to be central — in defining the right owner, in defining the work, in defining
infringement.’[62](ch11.xhtml#footnote-464)

## Intellectual Property Obsession Running Amok?

Intellectual property — granted via copyright — has become one of the driving
forces of the creative economy, being exploited by corporations and
institutions of the so-called ‘creative industries’. In the governmental
imagination, creative workers are described as ‘model entrepreneurs for the
new economy’.[63](ch11.xhtml#footnote-463) Shortly after the election of New
Labour in the UK in 1997, the newly formed Department of Culture, Media and
Sport established the Creative Industries Mapping Document (CIMD 1998) and
defined the ‘Creative Industries’ primarily in relation to creativity and
intellectual property.[64](ch11.xhtml#footnote-462) According to the
Department for Culture Media and Sport the creative industries have ‘their
origin in individual creativity, skill and talent, which have a potential for
wealth and job creation through the generation and exploitation of
intellectual property.’[65](ch11.xhtml#footnote-461) This exploitation of
intellectual property as intangible capital has been taken on board by
institutions and public management policymakers, which not only turn creative
practices into private property, but trigger working policies that produce
precarious self-entrepreneurship and sacrifice in pursuit of
gratification.[66](ch11.xhtml#footnote-460)

We find this kind of thinking reflected for instance on the website built by
the University of the Arts London to give advice on intellectual property —
which was until recently headlined ‘Own It’.[67](ch11.xhtml#footnote-459)
Here, institutional policies privilege the privatisation and propertisation of
creative student work over the concept of sharing and fair use.

There is evidence that this line of thought creates a self-inflicted
impediment for cultural workers inside and outside art colleges. The College
Art Association, a US-based organization of about fourteen thousand artists,
arts professionals, students and scholars released a report in 2015 on the
state of fair use in the visual arts.[68](ch11.xhtml#footnote-458) The survey
reveals that ‘visual arts communities of practice share a great deal of
confusion about and misunderstanding of the nature of copyright law and the
availability of fair use. […] Formal education on copyright, not least at art
colleges, appears to increase tendencies to overestimate risk and underuse
fair use.’ As a result, the report states, the work of art students ‘is
constrained and censored, most powerfully by themselves, because of that
confusion and the resulting fear and anxiety.’[69](ch11.xhtml#footnote-457)

This climate even results in outright self-censorship. The interviewees of
this study ‘repeatedly expressed a pre-emptive decision not to pursue an
idea’[70](ch11.xhtml#footnote-456) because gaining permission from right
holders is often difficult, time consuming or expensive. The authors of this
report called this mindset a ‘permissions culture’, giving some examples. ‘I
think of copyright as a cudgel, and I have been repeatedly forestalled and
censored because I have not been able to obtain copyright permission’, stated
one academic, whose research did not get approval from an artist’s estate. He
added: ‘For those of us who work against the grain of [the] market-driven arts
economy, their one recourse for controlling us is copyright.’ Another said:
‘In many cases I have encountered artists’ estates and sometimes artists who
refuse rights to publish (even when clearly fair use) unless they like the
interpretation in the text. This is censorship and very deleterious to
scholarship and a free public discourse on
images.’[71](ch11.xhtml#footnote-455) One scholar declared that copyright
questions overshadowed his entire work process: ‘In my own writing, I’m
worrying all the time.’[72](ch11.xhtml#footnote-454) In such a climate of
anxiety ‘editors choose not to publish books that they believe might have
prohibitive permission costs; museums delay or abandon digital-access
projects’, as Ben Mauk comments in the New Yorker
Magazine.[73](ch11.xhtml#footnote-453)

The language of law does harm because it has the rhetorical power to foreclose
debate. Legal and political science scholar Jennifer Nedelsky traces the
problem to the fact ‘that many right claims, such as “it’s my property”, have
a conclusory quality. They are meant to end, not to open up debate’, therefore
‘treating as settled, what should be debated’.[74](ch11.xhtml#footnote-452)

In a similar vein, political scientist Deborah Halbert describes how her
critique of intellectual property took her on a journey to study the details
of the law. The more she got into it, so she says, the more her own thinking
had been ‘co-opted’ by the law. ‘The more I read the case law and law
journals, the more I came to speak from a position inside the status quo. My
ability to critique the law became increasingly bounded by the law itself and
the language used by those within the legal profession to discuss issues of
intellectual property. I began to speak in terms of incentives and public
goods. I began to start any discussion of intellectual property by what was
and was not allowed under the law. It became clear that the very act of
studying the subject had transformed my standpoint from an outsider to an
insider.’[75](ch11.xhtml#footnote-451)

## The Piracy Project — Multiple Authorship or ‘Unsolicited Collaborations’?

A similar question of language applies to the term
‘pirate’.[76](ch11.xhtml#footnote-450) Media and communication scholar Ramon
Lobato asks whether the language of piracy used by the critical intellectual
property discourse ‘should be embraced, rejected, recuperated or
rearticulated’? He contends that reducing ‘piracy’ to a mere legal category —
of conforming, or not, with the law — tends to neglect the generative forces
of piracy, which ‘create its own economies, exemplify wider changes in social
structure, and bring into being tense and unusual relationships between
consumers, cultural producers and governments.’[77](ch11.xhtml#footnote-449)

When the word pirate first appeared in ancient Greek texts, it was closely
related to the noun ‘peira’ which means trial or attempt. ‘The ‘pirate’ would
then be the one who ‘tests’, ‘puts to proof’, ‘contends with’, and ‘makes an
attempt’.[78](ch11.xhtml#footnote-448) Further etymological research shows
that from the same root stems pira: experience, practice [πείρα], pirama:
experiment [πείραμα], piragma: teasing [πείραγμα] and pirazo: tease, give
trouble [πειράζω].[79](ch11.xhtml#footnote-447)

This ‘contending with’, ’making an attempt’ and ‘teasing’ is at the core of
the Piracy Project’s practice, whose aim is twofold: firstly, to gather and
study a vast array of piratical practices (to test and negotiate the
complexities and paradoxes created by intellectual property for artistic
practice); and secondly to build a practice that is itself collaborative and
generative on many different levels.[80](ch11.xhtml#footnote-446)

The Piracy Project explores the philosophical, legal and social implications
of cultural piracy and creative modes of dissemination. Through an open call,
workshops, reading rooms and performative debates as well as through our
research into international pirate book markets[81](ch11.xhtml#footnote-445)
we gathered a collection of roughly 150 copied, emulated, appropriated and
modified books from across the world. Their approaches to copying vary widely,
from playful strategies of reproduction, modification and reinterpretation of
existing works; to acts of civil disobedience circumventing enclosures such as
censorship or market monopolies; to acts of piracy generated by commercial
interests. This vast and contradictory spectrum of cases, from politically
motivated bravery as well as artistic statements to cases of hard-edged
commercial exploitation, serves as the starting point to explore the
complexities and contradictions of authorship in debates, workshops, lectures
and texts, like this one.

In an attempt to rearticulate the language of piracy we call the books in the
collection ‘unsolicited collaborations’.[82](ch11.xhtml#footnote-444)
Unsolicited indicates that the makers of the books in the Piracy Project did
not ask for permission — Richard Prince’s ‘Catcher in the Rye’ is one
example.[83](ch11.xhtml#footnote-443) Collaboration refers to a relational
activity and re-imagines authorship not as proprietary and stable, but as a
dialogical and generative process. Here, as feminist legal scholar Carys Craig
claims, ‘authorship is not originative but participative; it is not internal
but interactive; it is not independent but interdependent. In short, a
dialogic account of authorship is equipped to appreciate the derivative,
collaborative, and communicative nature of authorial activity in a way that
the Romantic [individual genius] account never
can.’[84](ch11.xhtml#footnote-442)

Such a participatory and interdependent conceptualisation of authorship is
illustrated and tested in the Piracy Project’s research into reprinting,
modifying, emulating and commenting on published books. As such it revisits —
through material practice — Michel Foucault’s critical concept of the ‘author
function’ as the triggering of a discourse, rather than a proprietary
right.[85](ch11.xhtml#footnote-441)

This becomes clearer when we consider that digital print technologies, for
example through print on demand and desktop publishing, allow for a constant
re-printing and re-editing of existing files. The advent and widespread
accessibility of the photocopy machine in the late 1960s allowed the reader to
photocopy books and collate selected chapters, pages or images in new and
customised compilations. These new reproduction technologies undermine to an
extent the concept of the printed book as a stable and authoritative
work,[86](ch11.xhtml#footnote-440) which had prevailed since the mass
production of books on industrial printing presses came into being. Eva
Hemmungs Wirtén describes how the widespread availability of the
photocopier[87](ch11.xhtml#footnote-439) has been perceived as a threat to the
authority of the text and cites Marshall McLuhan’s address at the Vision 65
congress in 1965:

Xerography is bringing a reign of terror into the world of publishing because
it means that every reader can become both author and publisher. […]
Authorship and readership alike can become production-oriented under
xerography. Anyone can take a book apart, insert parts of other books and
other materials of his own interest, and make his own book in a relatively
fast time. Any teacher can take any ten textbooks on any subject and custom-
make a different one by simply xeroxing a chapter from this one and from that
one.[88](ch11.xhtml#footnote-438)

One example of a reprinted and modified book in the Piracy Project is No se
diga a nadie (‘Don’t tell anyone’).[89](ch11.xhtml#footnote-437) It is an
autobiographical novel by Peruvian journalist and TV presenter Jaime Bayli.
The pirate copy, found by Andrea Francke on Lima’s pirate book markets, is
almost identical in size, weight, and format and the cover image is only
slightly cropped. However, this pirate copy has two extra chapters. Somebody
has infiltrated the named author’s work and sneaked in two fictionalised
chapters about the author’s life. These extra chapters are well written, good
enough to blend in and not noticeable at first glance by the
reader.[90](ch11.xhtml#footnote-436)

The pirates cannot gain any cultural capital here, as the pirating author
remains an anonymous ghost. Equally there is no financial profit to be made,
as long as the pirate version is not pointed out to readers as an extended
version. Such act is also not framed as a conceptual gesture, as it is the
case with Prince’s Catcher in the Rye. It rather operates under the radar of
everyone, and moreover and importantly, any revelation of this intervention or
any claim of authorship would be counterproductive.

This example helps us to think through concepts of the authoritative text and
the stability of the book. Other cases in the Piracy Project find similar ways
to queer the category of authorship and the dominant modes of production and
dissemination.[91](ch11.xhtml#footnote-435) Our practice consists of
collecting; setting up temporary reading rooms to house the collection; and
organising workshops and debates in order to find out about the reasons and
intentions for these acts of piracy, to learn from their strategies and to
track their implications for dominant modes of production and
dissemination.[92](ch11.xhtml#footnote-434)

This discursive practice distinguishes the Piracy Project from radical online
libraries, such as aaaaarg.fail or
[memoryoftheworld.org](http://memoryoftheworld.org).[93](ch11.xhtml#footnote-433)
While we share similar concerns, such as distribution monopolies, enclosure
and the streamlining of knowledge, these peer-to-peer (p2p) platforms mainly
operate as distribution platforms, developing strategies to share intact
copies of authoritative texts. Marcell Mars, for example, argues against
institutional and corporate distribution monopolies when he states ‘when
everyone is a librarian, [the] library is everywhere’. Mars invites users of
the online archive [memoryoftheworld.org](http://memoryoftheworld.org) to
upload their scanned books to share with others. Similarly, Sean Dockray, who
initiated aaaaarg.fail, a user generated online archive of books and texts,
said in an interview: ‘the project wasn’t about criticising institutions,
copyright, authority, and so on. It was simply about sharing knowledge. This
wasn’t as general as it sounds; I mean literally the sharing of knowledge
between various individuals and groups that I was in correspondence with at
the time but who weren’t necessarily in correspondence with each
other.’[94](ch11.xhtml#footnote-432)

## Practising Critique — Queering Institutional Categories

In contrast to online p2p sharing platforms, the Piracy Project took off in a
physical space, in the library of Byam Shaw School of Art in London. Its
creation was a response to restrictive university policies when, in 2010, the
management announced the closure of the art college library due to a merger
with the University of the Arts London. A joint effort by students and staff,
supported by the acting principal, turned Byam Shaw’s art college library into
a self-organised library that remained public, as well as intellectually and
socially generative.[95](ch11.xhtml#footnote-431)

As a result of the college taking collective ownership over the library and
its books, the space opened up. It had been a resource that was controlled and
validated by institutional policies that shaped crucial decisions about what
went on the shelves, but it became an assemblage of knowledge in which
potentially obscure, self-published materials that were not institutionally
validated were able to enter.

For example, artist and writer Neil Chapman’s handmade facsimile of Gilles
Deleuze’s Proust and Signs[96](ch11.xhtml#footnote-430) explored the
materiality of print and related questions about the institutional policies of
authorisation. Chapman produced a handmade facsimile of his personal paperback
copy of Deleuze’s work, including binding mistakes in which a few pages were
bound upside down, by scanning and printing the book on his home inkjet
printer. The book is close to the original format, cover and weight. However,
it has a crafty feel to it: the ink soaks into the paper creating a blurry
text image very different from a mass-produced offset printed text. It has
been assembled in DIY style and speaks the language of amateurism and
makeshift. The transformation is subtle, and it is this subtlety that makes
the book subversive in an institutional library context. How do students deal
with their expectations that they will access authoritative and validated
knowledge on library shelves and instead encounter a book that was printed and
assembled by hand?[97](ch11.xhtml#footnote-429) Such publications circumvent
the chain of institutional validation: from the author, to the publisher, the
book trade, and lastly the librarian purchasing and cataloguing the book
according to the standard bibliographic
practices.[98](ch11.xhtml#footnote-428) A similar challenge to the stability
of the printed book and the related hierarchy of knowledge occurred when
students at Byam Shaw sought a copy of Jacques Ranciere’s Ignorant
Schoolmaster and found three copied and modified versions. In accordance with,
or as a response to, Ranciere’s pedagogical proposal, one copy featured
deleted passages that left blank spaces for the reader to fill and to
construct their own meaning in lieu of Ranciere’s
text.[99](ch11.xhtml#footnote-427)

This queering of the authority of the book as well as the normative,
institutional frameworks felt like a liberating practice. It involved an open
call for pirated books, a set of workshops and a series of
lectures,[100](ch11.xhtml#footnote-426) which built a structure that allowed
the Piracy Project to share concerns about the wider developments at the
university and the government’s funding cuts in education, while the project
could at the same time playfully subvert the dire and frustrating situation of
a library that is earmarked for closure.

The fact that the library’s acquisition budget was cut made the pirating
action even more meaningful. Many books were produced on the photocopy machine
in the college. Other copies were sent to the project by artists, writers,
curators and critics who responded to the international call. The initial
agreement was to accept any submission, no matter how controversial, illegal
or unethical it might be. This invited a variety of approaches and
contradicting voices, which were not muted by the self-censorship of their
originators, nor by the context in which they circulated. By resisting
generalised judgments, the project tried to practice critique in Judith
Butler’s sense. For Butler ‘judgments operate […] as ways to subsume a
particular under an already constituted category, whereas critique asks after
the occlusive constitution of the field of categories themselves. […] Critique
is able to call foundations into question, denaturalise social and political
hierarchy, and even establish perspectives by which a certain distance on the
naturalised world can be had.’[101](ch11.xhtml#footnote-425)

To create such a space for the critique of the naturalisation of authorship as
intellectual property was one of the aims of the Piracy Project: firstly by
understanding that there is always a choice through discovering and exploring
other cultures and nations dealing with (or deliberately suspending) Western
copyright, and secondly through the project’s collective practice itself.

## Collective Authorship, Institutional Framing

The collaborative mode and collectivity within the Piracy Project
differentiates its artistic strategy in principle from Prince’s or Noland’s
approaches, who both operate as individuals claiming individual authorship for
their work.

But how did the Piracy Project deal with the big authorship question? There
was an interesting shift here: when the project still operated within the art
college library, there was not much need for the articulation of authorship
because it was embedded in a community who contributed in many different ways.
Once the library was eventually shut after two years and the project was
hosted by art institutions, a demand for the definition and framing of
authorship arose.[102](ch11.xhtml#footnote-424) Here the relationship between
the individual and the collective requires constant and careful
negotiation.[103](ch11.xhtml#footnote-423) Members of collectives naturally
develop different priorities and the differences in time, labour and thought
invested by individuals makes one contributor want to claim ‘more authorship’
than another. These conflicts require trust, transparency and a decision to
value the less glamorous, more invisible and supportive work needed to
maintain the project as much as the authoring of a text or speaking on a
panel.[104](ch11.xhtml#footnote-422) We also do not necessarily speak with one
voice. Andrea grew up in Peru and Brazil, and I in Germany, so we have
different starting points and experiences: ‘we’ was therefore sometimes a
problematic category.

## Our Relationships Felt Temporarily Transformed

Walter Benjamin, in his text ‘The Author as Producer’, rightly called on
intellectuals to take into account the means of production as much as the
radical content of their writings.[105](ch11.xhtml#footnote-421) In
theoretical writing, modes of production are too often ignored, which means in
practice that theorists uncritically comply with the conventional
micropolitics of publishing and dissemination. In other words, radical men and
women write radical thoughts in books that are not radical at all in the way
they are produced, published and disseminated. Cultural philosopher Gary Hall
recounts with surprise a discussion headlined ‘Radical Publishing: What Are We
Struggling For?’ that was held at the Institute of Contemporary Arts (ICA) in
London in 2011. The invited panel speakers — Franco ‘Bifo’ Berardi, David
Graeber, Peter Hallward, and Mark Fisher among others — were mostly concerned
with, as Hall remembers,

political transformations elsewhere: in the past, the future, Egypt, [….] but
there was very little discussion of anything that would actually affect the
work, business, role, and practices of the speakers themselves: radical ideas
of publishing with transformed modes of production, say. As a result, the
event in the end risked appearing mainly to be about a few publishers,
including Verso, Pluto, and Zero Books, that may indeed publish radical
political content but in fact operate according to quite traditional business
models […] promoting their authors and products and providing more goods for
the ticket-paying audience to buy. If the content of their publications is
politically transformative, their publishing models certainly are not, with
phenomena such as the student protests and ideas of communism all being turned
into commodities to be marketed and sold.[106](ch11.xhtml#footnote-420)

That truly radical practices are possible is demonstrated by Susan Kelly, when
she reflects on her involvement in collective practices of creative dissent
during the austerity protests in the UK in 2010 — roughly at the same time and
in the same climate that the panel at the ICA took
place.[107](ch11.xhtml#footnote-419) Kelly describes occasions when artists
and activists who were involved in political organising, direct action,
campaigning, and claiming and organising alternative social and cultural
spaces, came together. She sees these occasions as powerful moments that
provided a glimpse into what the beginnings of a transversal and overarching
movement might look like.[108](ch11.xhtml#footnote-418) It was an attempt to

devise the new modes of action, and new kinds of objects from our emerging
analyses of the situation while keeping the format open, avoiding the
replication of given positions, hierarchies and roles of teachers, students,
artists, onlookers and so on. […] We met people we had never met before, never
worked with or known, and for many of us, our relationships felt temporarily
transformed, our vulnerabilities exposed and prior positions and defenses left
irrelevant, or at least suspended.[109](ch11.xhtml#footnote-417)

Exactly because these moments of protest produced actions and props that
escaped authorship, it was even more alienating for the participants when a
collectively fabricated prop for a demonstration, a large papier-mâché
carrot[110](ch11.xhtml#footnote-416) that became a notorious image in the
press at the time, was retrospectively ascribed in an Artforum interview to be
the ‘authored’ work of an individual artist.[111](ch11.xhtml#footnote-415)

Kelly, correctly, is highly critical of such designation, which re-erects the
blockages and boundaries connected to regimes of authorship that collective
action aimed to dismantle in the first place. It is vital not to ignore the
‘complex set of open and contingent relationships, actions and manifestations
that composed this specific collective political work.’ We would have to ask,
to which of the activities in the making of the papier-mâché carrot would we
attribute authorship? Is it the paper sourcing, the gluing, the painting, the
carrying or the communicative work of organising the gatherings? What if the
roles and practices are fluid and cannot be delimited like this?

## How Not to Assign Authorship?

What about this text you are reading now? It is based on a five-year
collaboration to which numerous people contributed. Pirated books were given
to the Piracy Project as well as arguments, ideas, questions, knowledge and
practices in the form of conversations and workshops.

In that regard, this text is informed by a myriad of encounters in panel
discussions and debates, as well as in the classrooms supported by
institutions, activist spaces and art spaces.[112](ch11.xhtml#footnote-414)
All these people donated their valuable ideas to its writing. Various drafts
have been read and commented on by friends, PhD supervisors and an anonymous
peer reviewer, and it has been edited by the publishers in the process of
becoming part of the anthology you now hold in your hands or read on a screen.
In that light, do I simply and uncritically affirm the mechanisms I am
criticising by delivering a single-authored text to be printed and validated
within the prevailing audit culture?

What if I did not add my name to this text? If it went unsigned, so to speak?
If anonymity replaced the designation of authorship? The text has not been
written collectively or collaboratively, despite the conventional processes of
seeking comments from friendly and critical readers. This is my text, but what
would happen if I did not assert my right to be its named author?

How would the non-visibility of the author matter to the reader? We are used
to making judgements that are at least partially based on the gender, status,
authority and reputation of a writer. There are also questions of liability
and accountability with respect to the content of the
text.[113](ch11.xhtml#footnote-413) Given the long struggle of women writers
and writers of colour to gain the right to be acknowledged as author, the act
of not signing my text might be controversial or even counter productive. It
would also go against the grain of scholarship that aims to decolonise the
canon or fight against the prevailing gender inequality in scholarly
publishing.[114](ch11.xhtml#footnote-412) And more, we have to ask who is
actually in a position to afford not to assign individual names to works given
that authorship — as discussed above — is used as a marker for professional
survival and advancement.

In this specific context however, and as practice based research, it would be
worth testing out practically what such a text orphan would trigger within
dominant infrastructures of publishing and validation. How would
bibliographers catalogue such a text? How could it be referenced and cited?
And how would it live online with respect to search engines, if there is no
searchable name attached to it? Most of our current research repositories
don’t allow the upload of author-less texts, instead returning error messages:
‘The author field must be completed’. Or they require a personalised log-in,
which automatically tags the registered username to the uploaded text.

What if I used a pseudonym, a common practice throughout literary
history?[115](ch11.xhtml#footnote-411) Multiple identity pseudonyms, such as
‘Karen Eliot’ or ‘Monty Cantsin’ used by the Neoist movement in the 1980s and
1990s could be interesting as they provide a joint name under which anybody
could sign her or his work without revealing the author’s
identity.[116](ch11.xhtml#footnote-410) This strategy of using a multi-
identity avatar is currently practiced by a decentralised, international
collective of hacktivists operating under the name ‘Anonymous’. The
‘elimination of the persona [of the author], and by extension everything
associated with it, such as leadership, representation, and status, is’,
according to Gabriella Coleman, ‘the primary ideal of
Anonymous.’[117](ch11.xhtml#footnote-409)

What if we adopted such models for academia? If we unionised and put in place
a procedure to collectively publish our work anonymously, for example under a
multi-identity avatar instead of individual names — how would such a text,
non-attributable as it is, change the policies of evaluation and assessment
within the knowledge economy? Would the lack of an identifiable name allow the
text to resist being measured as (or reduced to) a quantifiable auditable
‘output’ and therefore allow the issue of individualistic authorship to be
politicised? Or would it rather, as an individual and solitary act, be
subjected — again — to the regimes of individualisation? It seems that only if
not assigning individual authorship became a widespread and unionised practice
could procedures be put in place that acknowledged non-authored, collective,
non-competitive practices.[118](ch11.xhtml#footnote-408)

However, as tempting and urgent as such a move might appear in order to allow
individualistic authorship to be politicised, such a step also produces a
challenging double bind. According to Sara Ahmed it actually does matter who
is speaking. ’The ’who ’ does make a difference, not in the form of an
ontology of the individual, but as a marker of a specific location from which
the subject writes’.[119](ch11.xhtml#footnote-407)

From a feminist and postcolonial perspective, the detachment of writing from
the empirical body is problematic. Ahmed points out: ‘The universalism of the
masculine perspective relies precisely on being disembodied, on lacking the
contingency of a body. A feminist perspective would surely emphasise the
implication of writing in embodiment, in order to re-historicise this supposed
universalism, to locate it, and to expose the violence of its contingency and
particularity (by declaring some-body wrote this text, by asking which body
wrote this text).’[120](ch11.xhtml#footnote-406) Gayatri Spivak for example
insists on marking the positionality of a speaking subject in order to account
for the often unacknowledged eurocentrism of western
philosophy.[121](ch11.xhtml#footnote-405)

If we acknowledged this double bind, we might eventually be able to invent
modes of being and working together that recognise the difference of the ’who’
that writes, and at the same time might be able to move on from the question
‘how can we get rid of the author’ to inventing processes of subjectivation
that we want to support and instigate.

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* * *

[1](ch11.xhtml#footnote-525-backlink) /social-turn>

[2](ch11.xhtml#footnote-524-backlink) Carys J. Craig, ‘Symposium:
Reconstructing the Author-Self: Some Feminist Lessons for Copyright Law’,
American University Journal of Gender, Social Policy & the Law 15\. 2 (2007),
207–68 (p. 224).

[3](ch11.xhtml#footnote-523-backlink) Mark Rose, Authors and Owners, The
Invention of Copyright (Cambridge, MA and London: Harvard University Press,
1993), p. 142.

[4](ch11.xhtml#footnote-522-backlink) Craig, ‘Symposium: Reconstructing the
Author-Self’, p. 261.

[5](ch11.xhtml#footnote-521-backlink) Ibid., p. 267.

[6](ch11.xhtml#footnote-520-backlink) See also cultural theorist Gary Hall’s
discussion of Pirate Philosophy, as a potential way forward to overcome such
simplyfying dichotomies. ‘How can we [theorists] operate differently with
regard to our own work, business, roles, and practices to the point where we
actually begin to confront, think through, and take on (rather than take for
granted, forget, repress, ignore, or otherwise marginalize) some of the
implications of the challenge that is offered by theory to fundamental
humanities concepts such as the human, the subject, the author, the book,
copyright, and intellectual property, for the ways in which we create,
perform, and circulate knowledge and research?’ Gary Hall, Pirate Philosophy,
for a Digital Posthumanities (Cambridge, MA and London: The MIT Press, 2016),
p. 16.

[7](ch11.xhtml#footnote-519-backlink) Here ‘the producer is being imagined as
the origin of the product’. (Strathern, p. 156). Therefore ‘in law,
originality is simply the description of a causal relationship between a
person and a thing: to say that a work is original in law is to say nothing
more than that it originates from [can be attributed to] its creator’ (Barron,
p. 56). And conversely, in law ‘there can be no ‘copyright work’ […] without
some author who can be said to originate it’ (ibid., p. 55). Anne Barron, ‘No
Other Law? Author–ity, Property and Aboriginal Art’, in Lionel Bently and
Spyros Maniatis (eds.), Intellectual Property and Ethics (London: Sweet and
Maxwell, 1998), pp. 37–88, and Marilyn Strathern, Kinship, Law, and the
Unexpected: Relatives Are Always a Surprise (Cambridge: Cambridge University
Press, 2005).

See also Mario Biagioli’s and Marilyn Strathern’s discussion of the author-
work relationship as kinship in Mario Biagioli, ‘Plagiarism, Kinship and
Slavery’, Theory Culture Society 31.2–3 (2014), 65–91,


[8](ch11.xhtml#footnote-518-backlink) US Copyright Law, Article 17, §102 (a),
amendment 2016,[
](https://www.copyright.gov/title17/)

[9](ch11.xhtml#footnote-517-backlink) ‘In no case does copyright protection
for an original work of authorship extend to any idea, procedure, process,
system, method of operation, concept, principle, or discovery, regardless of
the form in which it is described, explained, illustrated, or embodied in such
work.’ US Copyright Law, Article 17, §102 (b), amendment 2016,


[10](ch11.xhtml#footnote-516-backlink) Susan Kelly, ‘“But that was my idea!”
Problems of Authorship and Validation in Contemporary Practices of Creative
Dissent’, Parallax 19.2 (2013), 53–69,
https://doi.org/[10.1080/13534645.2013.778496](https://doi.org/10.1080/13534645.2013.778496).
All references to this text refer to the version published on
[academia.edu](http://academia.edu), which is slightly different:
,
p. 6.

[11](ch11.xhtml#footnote-515-backlink) Kathleen Fitzpatrick’s working method
with her book Generous Thinking: A Radical Approach to Saving the University
(Baltimore: John Hopkins University Press, 2019) presents an interesting
alternative to standard procedures in scholarly publishing. She published the
draft of her book online, inviting readers to comment. This could potentially
become a model for multiple authorship as well as an alternative to the
standard peer review procedures. I am quoting from the published draft
version: Kathleen Fitzpatrick, ‘Critique and Competition’ in Generous
Thinking: The University and the Public Good (Humanities Commons, 2018),
paragraph 1,

[12](ch11.xhtml#footnote-514-backlink) Kelly, ‘“But that was my idea!”’, p. 6.

[13](ch11.xhtml#footnote-513-backlink) I refer in this chapter to US copyright
law, if not indicated otherwise.

[14](ch11.xhtml#footnote-512-backlink) He also released the book with Printed
Matter at the New York Art Book Fair in 2011.

[15](ch11.xhtml#footnote-511-backlink) It took Prince and his collaborator
John McWhinney over a year to find a printer with the guts to print this
facsimile. The one he eventually found was based in Iceland.

[16](ch11.xhtml#footnote-510-backlink) Prince states in his blog entry ‘Second
Thoughts on Being Original’, that he made 300 copies. ‘My plan was to show up
once a week, same day, same time, same place, until all three hundred copies
were gone.’ Birdtalk, 13 April 2015,
Booksellers’ web pages, such as Printed Matter, N.Y. and
[richardprincebooks.com](http://richardprincebooks.com), list an edition of
500. See:

[17](ch11.xhtml#footnote-509-backlink) Mark Krupnick, ‘JD Salinger Obituary’,
The Guardian, 28 January 2010, /jd-salinger-obituary>

[18](ch11.xhtml#footnote-508-backlink) Kim Gordon, ‘Band Paintings: Kim Gordon
Interviews Richard Prince’, Interview Magazine, 18 June 2012,
[http://www.interviewmagazine.com/art/kim-gordon-richard-
prince#](http://www.interviewmagazine.com/art/kim-gordon-richard-prince)

[19](ch11.xhtml#footnote-507-backlink) The inside flap of his replica stated a
price of $62. On this afternoon on the sidewalk outside Central Park, he sold
his copies for $40. When I was browsing the shelves at the New York art
bookshop Printed Matter in 2012 I saw copies for $200 and in 2018 it is priced
at $1200 and $3500 for a signed copy on Abebooks,
[https://www.abebooks.co.uk/servlet/SearchResults?isbn=&an=richard%20prince
&tn=catcher%20rye&n=100121503&cm_sp=mbc-_-ats-_-used](https://www.abebooks.co.uk/servlet/SearchResults?isbn=&an=richard%252520prince&tn=catcher%252520rye&n=100121503&cm_sp=mbc-_-ats-_-used)

[20](ch11.xhtml#footnote-506-backlink) Kenneth Goldsmith, ‘Richard Prince’s
Latest Act of Appropriation: The Catcher in the Rye’, Harriet: A Poetry Blog,
19 April 2012, princes-latest-act-of-appropriation-the-catcher-in-the-rye/>

[21](ch11.xhtml#footnote-505-backlink) In 1977 Douglas Crimp curated the
exhibition ‘Pictures’ at Artists’ Space in New York with artists Troy
Brauntuch, Jack Goldstein, Sherrie Levine, Robert Longo and Philip Smith.
Artist Cornelia Sollfrank interprets ‘the non-specific title of the show’ as a
first indication of the aesthetic strategies presented in the exhibition. The
presentation of reproduced visual materials marked, according to Sollfrank, ‘a
major challenge to the then predominant modernist discourse.’ Cornelia
Sollfrank, ‘Copyright Cowboys Performing the Law’, Journal of New Media Caucus
8.2 (2012), fall-2012-v-08-n-02-december-2nd-2012/copyright-cowboys-performing-the-law/>

[22](ch11.xhtml#footnote-504-backlink) As Benjamin Buchloh writes ‘these
processes of quotation, excerption, framing and staging that constitute the
strategies of the work […] necessitate [the] uncovering strata of
representation. Needless to say we are not in search of sources of origin, but
of structures of signification: underneath each picture there is always
another picture.’ Benjamin Buchloh, ‘Pictures’, in David Evans (ed.),
Appropriation, Documents of Contemporary Art (London: Whitechapel Gallery,
2009), p. 78\. Originally published in October 8 (1979), 75–88.

[23](ch11.xhtml#footnote-503-backlink) October’s editors — including among
others Rosalind Krauss, Hal Foster, Craig Owens, and Benjamin Buchloh —
provided a theoretical context for this emerging art by introducing French
structuralist and poststructuralist theory, i.e. the writings of Roland
Barthes, Michel Foucault, and Jacques Derrida to the English speaking world.

[24](ch11.xhtml#footnote-502-backlink) Nate Harrison, ‘The Pictures
Generation, the Copyright Act of 1976, and the Reassertion of Authorship in
Postmodernity’, art&education.net, 29 June 2012,
pictures-generation-the-copyright-act-of-1976-and-the-reassertion-of-
authorship-in-postmodernity/>

[25](ch11.xhtml#footnote-501-backlink) Sherrie Levine, ‘Statement//1982’, in
David Evans (ed.), Appropriation, Documents of Contemporary Art (London:
Whitechapel Gallery, 2009), p. 81.

[26](ch11.xhtml#footnote-500-backlink) Nate Harrison, ‘The Pictures
Generation, the Copyright Act of 1976, and the Reassertion of Authorship in
Postmodernity’, art&education.net, 29 June 2012,
pictures-generation-the-copyright-act-of-1976-and-the-reassertion-of-
authorship-in-postmodernity/>

[27](ch11.xhtml#footnote-499-backlink) Ibid.

[28](ch11.xhtml#footnote-498-backlink) Quoting this line from Prince book, Why
I Go to the Movies Alone (New York: Barbara Gladstone Gallery, 1994), the
sponsor statement in the catalogue for Prince’s solo show Spiritual America at
The Guggenheim Museum in New York continues: ‘although his [work is] primarily
appropriated […] from popular culture, [it] convey[s] a deeply personal
vision. His selection of mediums and subject matter […] suggest a uniquely
individual logic […] with wit and an idiosyncratic eye, Richard Prince has
that rare ability to analyze and translate contemporary experience in new and
unexpected ways.’ Seth Waugh, ‘Sponsor Statement‘, in The Solomon R.
Guggenheim Foundation (ed.), Richard Prince (Ostfildern: Hatje Cantz, 2007).

[29](ch11.xhtml#footnote-497-backlink) See Hal Foster, ‘(Post)modern
Polemics’, in Recodings: Art, Spectacle, Cultural Politics (Port Townsend, WA:
Bay Press, 1985).

[30](ch11.xhtml#footnote-496-backlink) See note 47.

[31](ch11.xhtml#footnote-495-backlink) One might argue that this performative
act of claiming intellectual property is an attempt to challenge J. D.
Salinger’s notorious protectiveness about his writing. Salinger sued the
Swedish writer Fredrik Colting successfully for copyright infringement. Under
the pseudonym John David California, Colting had written a sequel to The
Catcher in the Rye. The sequel, 60 Years Later Coming Through The Rye, depicts
the protagonist Holden Caulfield’s adventures as an old man. In 2009, the US
District Court Judge in Manhattan, Deborah A. Batts, issued a preliminary
injunction indefinitely barring the publication, advertising or distribution
of the book in the US. See Sewell Chan, ‘Judge Rules for J. D. Salinger in
“Catcher” Copyright Suit’, The New York Times, 1 July 2009,


‘In a settlement agreement reached between Salinger and Colting in 2011,
Colting has agreed not to publish or otherwise distribute the book, e-book, or
any other editions of 60 Years Later in the U.S. or Canada until The Catcher
in the Rye enters the public domain. Notably, however, Colting is free to sell
the book in other international territories without fear of interference, and
a source has told Publishers Weekly that book rights have already been sold in
as many as a half-dozen territories, with the settlement documents included as
proof that the Salinger Estate will not sue. In addition, the settlement
agreement bars Colting from using the title “Coming through the Rye”; forbids
him from dedicating the book to Salinger; and would prohibit Colting or any
publisher of the book from referring to The Catcher in the Rye, Salinger, the
book being “banned” by Salinger, or from using the litigation to promote the
book.’ Andrew Albanese, ‘J. D. Salinger Estate, Swedish Author Settle
Copyright Suit’, Publishers Weekly, 11 January 2011,
news/article/45738-j-d-salinger-estate-swedish-author-settle-copyright-
suit.html>

[32](ch11.xhtml#footnote-494-backlink) Elizabeth H. Wang, ‘(Re)Productive
Rights: Copyright and the Postmodern Artist’, Columbia-VLA Journal of Law &
the Arts 14.2 (1990), 261–81 (p. 281),
[https://heinonline.org/HOL/Page?handle=hein.journals/cjla14&div=10&g_sent=1&casa_token=&collection=journals](https://heinonline.org/HOL/Page?handle=hein.journals/cjla14&div=10&g_sent=1&casa_token=&collection=journals)

[33](ch11.xhtml#footnote-493-backlink) Sollfrank, ‘Copyright Cowboys’.

[34](ch11.xhtml#footnote-492-backlink) Thirty paintings created by Prince
contained forty-one of Cariou’s photographs. The images had been taken from
Cariou’s book Yes Rasta (Brooklyn: powerHouse Books, 2000) and used by Prince
in his painting series Canal Zone, which was shown at Gagosian Gallery, New
York, in 2008.

[35](ch11.xhtml#footnote-491-backlink) It might be no coincidence (or then
again, it might) that the district court judge in this case, Deborah Batts, is
the same judge who ruled in the 2009 case in which Salinger successfully
brought suit for copyright infringement against Swedish author Fredrik Colting
for 60 Years Later Coming Through the Rye, a sequel to Salinger’s book. See
note 31.

[36](ch11.xhtml#footnote-490-backlink) ’In determining whether the use made of
a work in any particular case is a fair use the factors to be considered shall
include — (1) the purpose and character of the use, including whether such use
is of a commercial nature or is for nonprofit educational purposes; (2) the
nature of the copyrighted work; (3) the amount and substantiality of the
portion used in relation to the copyrighted work as a whole; and (4) the
effect of the use upon the potential market for or value of the copyrighted
work.’ US Copyright Act of 1976, amended 2016,


[37](ch11.xhtml#footnote-489-backlink) ‘What is critical is how the work in
question appears to the reasonable observer, not simply what an artist might
say about a particular piece or body of work.’ Cariou v Prince, et al., court
document, No. 11–1197-cv, page 14,
[http://www.ca2.uscourts.gov/decisions/isysquery/f6e88b8b-48af-401c-
96a0-54d5007c2f33/1/doc/11-1197_complete_opn.pdf#xml=http://www.ca2.uscourts.gov/decisions/isysquery
/f6e88b8b-48af-401c-
96a0-54d5007c2f33/1/hilite/](http://www.ca2.uscourts.gov/decisions/isysquery
/f6e88b8b-48af-401c-
96a0-54d5007c2f33/1/doc/11-1197_complete_opn.pdf%23xml=http://www.ca2.uscourts.gov/decisions/isysquery
/f6e88b8b-48af-401c-96a0-54d5007c2f33/1/hilite/)

[38](ch11.xhtml#footnote-488-backlink) The court opinion states: ‘These
twenty-five of Prince’s artworks manifest an entirely different aesthetic from
Cariou’s photographs. Where Cariou’s serene and deliberately composed
portraits and landscape photographs depict the natural beauty of Rastafarians
and their surrounding environs, Prince’s crude and jarring works, on the other
hand, are hectic and provocative. Cariou’s black-and-white photographs were
printed in a 9 1/2” x 12” book. Prince has created collages on canvas that
incorporate color, feature distorted human and other forms and settings, and
measure between ten and nearly a hundred times the size of the photographs.
Prince’s composition, presentation, scale, color palette, and media are
fundamentally different and new compared to the photographs, as is the
expressive nature of Prince’s work.’ Ibid., pp. 12–13.

[39](ch11.xhtml#footnote-487-backlink) Prince’s deposition testimony stated
that he ‘do[es]n’t really have a message,’ that he was not ‘trying to create
anything with a new meaning or a new message,’ and that he ‘do[es]n’t have any
[…] interest in [Cariou’s] original intent.’ Court Opinion, p. 13\. For full
deposition see Greg Allen (ed.), The Deposition of Richard Prince in the Case
of Cariou v. Prince et al. (Zurich: Bookhorse, 2012).

[40](ch11.xhtml#footnote-486-backlink) The court opinion includes a dissent by
Circuit Judge Clifford Wallace sitting by designation from the US Court of
Appeals for the Ninth Circuit, ‘I, for one, do not believe that I am in a
position to make these fact- and opinion-intensive decisions on the twenty-
five works that passed the majority’s judicial observation. […] nor am I
trained to make art opinions ab initio.’ Ibid., p. 5\.

‘Furthermore, Judge Wallace questions the majority’s insistence on analyzing
only the visual similarities and differences between Cariou’s and Prince’s art
works, “Unlike the majority, I would allow the district court to consider
Prince’s statements reviewing fair use … I see no reason to discount Prince’s
statements as the majority does.” In fact, Judge Wallace remarks that he views
Prince’s statements as “relevant to the transformativeness analysis.” Judge
Wallace does not believe that a simple visual side-by-side analysis is enough
because this would call for judges to “employ [their] own artistic
Judgment[s].”’ Sergio Muñoz Sarmiento and Lauren van Haaften-Schick, citing
court documents. ‘Cariou v. Prince: Toward a Theory of Aesthetic-Judicial
Judgements’, Texas A&M Law Review, vol. 1, 2013–2014, p. 948.

[41](ch11.xhtml#footnote-485-backlink) Court opinion, p. 18.

[42](ch11.xhtml#footnote-484-backlink) Ibid., p. 17.

[43](ch11.xhtml#footnote-483-backlink) Ibid., pp. 4–5.

[44](ch11.xhtml#footnote-482-backlink) Ibid., p. 18.

[45](ch11.xhtml#footnote-481-backlink) Muñoz Sarmiento and van Haaften-Schick,
‘Aesthetic-Judicial Judgements’, p. 945.

[46](ch11.xhtml#footnote-480-backlink) Court opinion, p. 15.

[47](ch11.xhtml#footnote-479-backlink) The court opinion states: ‘He is a
leading exponent of this genre and his work has been displayed in museums
around the world, including New York’s Solomon R. Guggenheim Museum and
Whitney Museum, San Francisco’s Museum of Modern Art, Rotterdam’s Museum
Boijmans van Beuningen, and Basel’s Museum für Gegenwartskunst.’ Ibid., p. 5.

[48](ch11.xhtml#footnote-478-backlink) Muñoz Sarmiento and van Haaften-Schick,
‘Aesthetic-Judicial Judgements’, p. 945.

[49](ch11.xhtml#footnote-477-backlink) The New York Times reports Prince had
not to destroy the five paintings at issue. Randy Kennedy, ‘Richard Prince
Settles Copyright Suit With Patrick Cariou Over Photographs’, New York Times,
18 March 2014, [https://artsbeat.blogs.nytimes.com/2014/03/18/richard-prince-
settles-copyright-suit-with-patrick-cariou-over-
photographs/?_php=true&_type=blogs&_r=0](https://artsbeat.blogs.nytimes.com/2014/03/18
/richard-prince-settles-copyright-suit-with-patrick-cariou-over-
photographs/?_php=true&_type=blogs&_r=0)

[50](ch11.xhtml#footnote-476-backlink) Court opinion, p. 13.

[51](ch11.xhtml#footnote-475-backlink) Sollfrank, ‘Copyright Cowboys’.

[52](ch11.xhtml#footnote-474-backlink) In 2016 photographer Donald Graham
filed a lawsuit against Prince with regard to Prince’s use of Graham’s
Instagram pictures. Again, the image shows a photographic representation of
Rastafarians. And similar to the Cariou case Prince appropriates Graham’s and
Cariou’s cultural appropriation of Rastafarian culture.

[53](ch11.xhtml#footnote-473-backlink) Cait Munro quotes Cady Noland from
Sarah Thornton’s book 33 Artists in 3 Acts. Noland gave Thornton her first
interview for twenty-four years: ‘Noland, an extremely talented artist, has
become so obsessed with her old work that she’s been unable to create anything
new in years. She admits to Thornton that ‘I’d like to get into a studio and
start making work,’ but that tracking the old work has become a ‘full-time
thing’. Cait Munro, ‘Is Cady Noland More Difficult To Work With Than Richard
Prince?’, artNet news, 10 November 2014, /is-cady-noland-as-psychotic-as-richard-prince-162310>;

[54](ch11.xhtml#footnote-472-backlink) Martha Buskirk, ‘Marc Jancou, Cady
Noland, and the Case of the Authorless Artwork’, Hyperallergic, 9 December
2013, an-authorless-artwork/>

[55](ch11.xhtml#footnote-471-backlink) Marc Jancou Fine Art Ltd. v Sotheby’s,
Inc., New York State Unified Court System, 2012 NY Slip Op 33163(U), 13
November 2012, op-33163-u.pdf?ts=1396133024>

[56](ch11.xhtml#footnote-470-backlink) ‘The author of a work of visual art —
(1) shall have the right — (A) to claim authorship of that work, and (B) to
prevent the use of his or her name as the author of any work of visual art
which he or she did not create; (2) shall have the right to prevent the use of
his or her name as the author of the work of visual art in the event of a
distortion, mutilation, or other modification of the work which would be
prejudicial to his or her honor or reputation; and (3) subject to the
limitations set forth in section 113(d), shall have the right — (A) to prevent
any intentional distortion, mutilation, or other modification of that work
which would be prejudicial to his or her honor or reputation, and any
intentional distortion, mutilation, or modification of that work is a
violation of that right, and (B) to prevent any destruction of a work of
recognized stature, and any intentional or grossly negligent destruction of
that work is a violation of that right’, from US Code, Title 17, § 106A, Legal
Information Institute, Cornell Law School,


[57](ch11.xhtml#footnote-469-backlink) Buskirk, ‘Marc Jancou, Cady Noland’.

[58](ch11.xhtml#footnote-468-backlink) Ibid.

[59](ch11.xhtml#footnote-467-backlink) Jancou’s claim was dismissed by the New
York Supreme Court in the same year. The Court’s decision was based on the
language of Jancou’s consignment agreement with Sotheby’s, which gave
Sotheby’s the right to withdraw Cowboys Milking ‘at any time before the sale’
if, in Sotheby’s judgment, ‘there is doubt as to its authenticity or
attribution.’ Tracy Zwick, ‘Art in America’, 29 August 2013,
dispute-with-jancou-gallery-over-cady-noland-artwork/>

[60](ch11.xhtml#footnote-466-backlink) It might be important here to recall
that both Richard Prince and Cady Noland are able to afford the expensive
costs incurred by a court case due to their success in the art market.

[61](ch11.xhtml#footnote-465-backlink) The legal grounds for Noland’s move,
the federal Visual Artists Rights Act of 1990, is based on French moral rights
or author rights (droit d’auteur), which are inspired by the humanistic and
individualistic values of the French Revolution and form part of European
copyright law. They conceive the work as an intellectual and creative
expression that is directly connected to its creator. Legal scholar Lionel
Bently observes ‘the prominence of romantic conceptions of authorship’ in the
recognition of moral rights, which are based on concepts of the originality
and authenticity of the modern subject (Lionel Bently, ‘Copyright and the
Death of the Author in Literature and Law’, Modern Law Review, 57 (1994),
973–86 (p. 977)). ‘Authenticity is the pure expression, the expressivity, of
the artist, whose soul is mirrored in the work of art.’ (Cornelia Klinger,
‘Autonomy-Authenticity-Alterity: On the Aesthetic Ideology of Modernity’ in
Modernologies: Contemporary Artists Researching Modernity and Modernism,
exhibition catalogue (Barcelona: Museu d’Art Contemporani de Barcelona, 2009),
pp. 26–28 (p. 29)) Moral rights are the personal rights of authors, which
cannot be surrendered fully to somebody else because they conceptualize
authorship as authentic extension of the subject. They are ‘rights of authors
and artists to be named in relation to the work and to control alterations of
the work.’ (Bently, ‘Copyright and the Death of the Author’, p. 977) In
contrast to copyright, moral rights are granted in perpetuity, and fall to the
estate of an artist after his or her death.

Anglo-American copyright, employed in Prince’s case, on the contrary builds
the concept of intellectual property mainly on economic and distribution
rights, against unauthorised copying, adaptation, distribution and display.
Copyright lasts for a certain amount of time, after which the work enters the
public domain. In most countries the copyright term expires seventy years
after the death of the author. Non-perpetual copyright attempts to strike a
balance between the needs of the author to benefit economically from his or
her work and the interests of the public who benefit from the use of new work.

[62](ch11.xhtml#footnote-464-backlink) Bently, ‘Copyright and the Death of the
Author’, p. 974.

[63](ch11.xhtml#footnote-463-backlink) Geert Lovink and Andrew Ross, ‘Organic
Intellectual Work’, in Geert Lovink and Ned Rossiter (eds.), My Creativity
Reader: A Critique of Creative Industries (Amsterdam: Institute of Network
Cultures, 2007), pp. 225–38 (p. 230),


[64](ch11.xhtml#footnote-462-backlink) UK Government Department for Digital,
Culture, Media and Sports, The Creative Industries Mapping Document, 1998,
documents-1998>

[65](ch11.xhtml#footnote-461-backlink) UK Government, Department for Media,
Culture & Sport, Creative Industries Economic Estimates January 2015,
estimates-january-2015/creative-industries-economic-estimates-january-2015
-key-findings>

[66](ch11.xhtml#footnote-460-backlink) See critical discussion of the creative
industries paradigm and the effects of related systems of governance on the
precarisation of the individual: Lovink and Rossiter, My Creativity, and
Isabell Lorey, State of Insecurity: Government of the Precarious (London:
Verso, 2015).

[67](ch11.xhtml#footnote-459-backlink) University of the Arts London,
‘Intellectual Property Know-How for the Creative Sector’. This site was
initially accessed on 30 March 2015. In 2018 it was taken down and integrated
into the UAL Intellectual Property Advice pages. Their downloadable PDFs still
show the ‘Own-it’ logo, /freelance-and-business-advice/intellectual-property-advice>

[68](ch11.xhtml#footnote-458-backlink) Patricia Aufderheide, Peter Jaszi,
Bryan Bello, and Tijana Milosevic, Copyright, Permissions, and Fair Use Among
Visual Artists and the Academic and Museum Visual Arts Communities: An Issues
Report (New York: College Art Association, 2014).

[69](ch11.xhtml#footnote-457-backlink) Ibid., p. 5.

[70](ch11.xhtml#footnote-456-backlink) Sixty-six percent of all those who
reported that they had abandoned or avoided a project because of an actual or
perceived inability to obtain permissions said they would be ‘very likely’ to
use copyrighted works of others more than they have in the past were
permissions not needed. Ibid., p. 50.

[71](ch11.xhtml#footnote-455-backlink) The Copyright, Permissions, and Fair
Use Report gives some intriguing further observations: ‘Permissions roadblocks
result in deformed or even abandoned work. Exhibition catalogues may be issued
without relevant images because rights cannot be cleared. Editors of art
scholarship reported journal articles going to print with blank spots where
reproductions should be, because artists’ representatives disagreed with the
substance of the article; and one book was published with last-minute
revisions and deletions of all images because of a dispute with an estate —
with disastrous results for sales. Journal editors have had to substitute
articles or go without an article altogether because an author could not
arrange permissions in time for publication. In one case, after an author’s
manuscript was completed, an estate changed position, compelling the author
both to rewrite and to draw substitute illustrations. Among other things, the
cost of permissions leads to less work that features historical overviews and
comparisons, and more monographs and case studies. Scholarship itself is
distorted and even censored by the operation of the permissions culture. […]
In some cases, the demands of rights holders have extended to altering or
censoring the scholarly argument about a work. Catalogue copy sometimes is
altered because scholarly arguments and perspectives are unacceptable to
rights holders.’ These actions are in some cases explicitly seen as
censorship. Ibid., p. 52.

[72](ch11.xhtml#footnote-454-backlink) Ibid., p. 51.

[73](ch11.xhtml#footnote-453-backlink) Ben Mauk, ‘Who Owns This Image?’, The
New Yorker, 12 February 2014, owns-this-image>

[74](ch11.xhtml#footnote-452-backlink) Jennifer Nedelsky, ’Reconceiving Rights
as Relationship’, in Review of Constitutional Studies / Revue d’études
constitutionnelles 1.1 (1993), 1–26 (p. 16),


[75](ch11.xhtml#footnote-451-backlink) Deborah J. Halbert, Resisting
Intellectual Property (London: Routledge, 2005), pp. 1–2.

[76](ch11.xhtml#footnote-450-backlink) See for example Amedeo Policante
examining the relationship between empire and pirate, claiming that the pirate
can exist only in a relationship with imperial foundations. ‘Upon the naming
of the pirate, in fighting it and finally in celebrating its triumph over it,
Empire erects itself. There is no Empire without a pirate, a terrorizing
common enemy, an enemy of all. At the same time, there is no pirate without
Empire. In fact, pirates as outlaws cannot be understood in any other way but
as legal creatures. In other words, they exist only in a certain extreme,
liminal relationship with the law.’ Amedeo Policante, The Pirate Myth,
Genealogies of an Imperial Concept (Oxford and New York: Routledge, 2015), p.
viii.

[77](ch11.xhtml#footnote-449-backlink) Ramon Lobato, ‘The Paradoxes of
Piracy’, in Lars Eckstein and Anja Schwarz (eds.), Postcolonial Piracy: Media
Distribution and Cultural Production in the Global South (London and New York:
Bloomsbury, 2014), pp. 121–34 (pp. 121, 123).

[78](ch11.xhtml#footnote-448-backlink) Daniel Heller-Roazen, The Enemy of All:
Piracy and the Law of Nations (New York: Zone Books, 2009), p. 35, as cited by
Gary Hall, Pirate Philosophy, p. 16.

[79](ch11.xhtml#footnote-447-backlink) ‘Etymology of Pirate’, in English Words
of (Unexpected) Greek Origin, 2 March 2012,


[80](ch11.xhtml#footnote-446-backlink) The Piracy Project is a collaboration
between AND Publishing and Andrea Francke initiated in London in 2010.

[81](ch11.xhtml#footnote-445-backlink) Andrea Francke visited pirate book
markets in Lima, Peru in 2010. The Red Mansion Prize residency enabled us to
research book piracy in Beijing and Shanghai in 2012. A research residency at
SALT Istanbul in 2012 facilitated field research in Turkey.

[82](ch11.xhtml#footnote-444-backlink) See also Stephen Wright’s Towards a
Lexicon of Usership (Eindhoven: Van Abbemuseum, 2013) proposing to replace the
term (media) ‘piracy’ with ‘usership’. He explains: ‘On the one hand, the most
notorious and ruthless cultural pirates today are Google and its subsidiaries
like YouTube (through the institutionalized rip-off of user-generated value
broadly known as Page-Rank), Facebook, and of course Warner Bros etc., but
also academic publishers such as the redoubtable Routledge. On the other hand,
all the user-run and user-driven initiatives like aaaaarg, or
[pad.ma](http://pad.ma), or until recently the wonderful Dr Auratheft. But,
personally, I would hesitate to assimilate such scaled-up, de-creative, user-
propelled examples with anything like “cultural piracy”. They are, through
usership, enriching what would otherwise fall prey to cultural piracy.’ Email
to the author, 1 August 2012.

See also: Andrea Francke and Eva Weinmayr (eds.), Borrowing, Poaching,
Plagiarising, Pirating, Stealing, Gleaning, Referencing, Leaking, Copying,
Imitating, Adapting, Faking, Paraphrasing, Quoting, Reproducing, Using,
Counterfeiting, Repeating, Translating, Cloning (London: AND Publishing,
2014).

[83](ch11.xhtml#footnote-443-backlink) Richard Prince’s ‘Catcher in the Rye’
forms part of the Piracy Collection. Not the book copy priced at £1,500, just
an A4 colour printout of the cover, downloaded from the Internet. On the shelf
it sits next to Salinger’s copy, which we bought at Barnes and Noble for £20.

[84](ch11.xhtml#footnote-442-backlink) Craig, ‘Symposium: Reconstructing the
Author-Self’, p. 246.

[85](ch11.xhtml#footnote-441-backlink) Michel Foucault, ‘What Is an Author?’,
in [Donald F.
Bouchard](https://www.amazon.co.uk/s/ref=dp_byline_sr_book_2?ie=UTF8&text=Donald+F.+Bouchard
&search-alias=books-uk&field-author=Donald+F.+Bouchard&sort=relevancerank)
(ed.), Language, Counter-Memory, Practice: Selected Essays and Interviews
(Ithaca, NY: Cornell University Press, 1977), pp. 113–38.

[86](ch11.xhtml#footnote-440-backlink) See The Piracy Project, ‘The
Impermanent Book’, Rhizome, 19 April 2012,


[87](ch11.xhtml#footnote-439-backlink) It might be no coincidence that Roland
Barthes’ seminal short essay ‘Death of the Author’ was published in the
magazine Aspen at the same time, when photocopy machines were beginning to be
widely used in libraries and offices.

[88](ch11.xhtml#footnote-438-backlink) Eva Hemmungs Wirtén, No Trespassing,
Authorship, Intellectual Property Rights and the Boundaries of Globalization
(Toronto: University of Toronto Press, 2004), p. 66.

[89](ch11.xhtml#footnote-437-backlink) See No se diga a nadie, The Piracy
Project Catalogue,


[90](ch11.xhtml#footnote-436-backlink) In an essay in Granta Magazine, Daniel
Alarcon explains the popularity of book piracy in Peru due to the lack of
formal distribution. ‘Outside Lima, the pirate book industry is the only one
that matters’ explains Alarcon. Iquitos, the largest city in the Peruvian
Amazon, with nearly 400,000 residents, had until 2007 no formal bookstore and
in 2010 only two. Trujillo, the country’s third largest city, has one.
According to Alarcon, an officially produced book costs twenty percent of an
average worker’s weekly income, therefore the pirate printing industry fills
this gap — an activity that is not seriously restricted by the state. In fact,
Alarcon claims that the government is involved in the pirate printing industry
as a way to control what is being read. Pirated books are openly sold in book
markets and by street vendors at traffic crossings, therefore they ‘reach
sectors of the market that formal book publishers cannot or don’t care to
access. In a similar vein, the few prestigious private universities’ book
check-out time is exactly twenty-four hours, the very turnaround for the copy
shops in the neighbourhood to make a photocopied version of the checked-out
library books. Daniel Alarcon, ‘Life Amongst the Pirates’, Granta Magazine, 14
January 2010,

[91](ch11.xhtml#footnote-435-backlink) A discussion of the vast variety of
approaches here would exceed the scope of this text. If you are interested,
please visit our searchable Piracy Collection catalogue, which provides short
descriptions of the pirates’ approaches and strategies,


[92](ch11.xhtml#footnote-434-backlink) For the performative debate A Day at
the Courtroom hosted by The Showroom in London, the Piracy Project invited
three copyright lawyers from different cultural and legal backgrounds to
discuss and assess selected cases from the Piracy Project from the perspective
of their differing jurisdictions. The final verdict was given by the audience,
who positioned the ‘case’ on a colour scale ranging from illegal (red) to
legal (blue). The scale replaced the law’s fundamental binary of legal —
illegal, allowing for greater complexity and nuance. The advising scholars and
lawyers were Lionel Bently (Professor of Intellectual Property at the
University of Cambridge), Sergio Muñoz Sarmiento (Art and Law, New York),
Prodromos Tsiavos (Project lead for Creative Commons, England, Wales and
Greece). A Day at the Courtroom, The Showroom London, 15 June 2013. See a
transcript of the debate in Francke and Weinmayr, Borrowing, Poaching,
Plagiarising.

[93](ch11.xhtml#footnote-433-backlink) Aaaaaarg.fail operates on an invitation
only basis; [memoryoftheworld.org](http://memoryoftheworld.org) is openly
accessible.

[94](ch11.xhtml#footnote-432-backlink) Julian Myers, Four Dialogues 2: On
AAAARG, San Francisco Museum of Modern Art — Open Space, 26 August 2009,
. This
constructive approach has been observed by Jonas Andersson generally with p2p
sharing networks, which ’have begun to appear less as a reactive force (i.e.
breaking the rules) and more as a proactive one (setting the rules). […]
Rather than complain about the conservatism of established forms of
distribution they simply create new, alternative ones.’ Jonas Andersson, ‘For
the Good of the Net: The Pirate Bay as a Strategic Sovereign’, Culture Machine
10 (2009), p. 64.

[95](ch11.xhtml#footnote-431-backlink) This process was somewhat fraught,
because at the same time David Cameron launched his perfidious ‘Big Society’
concept, which proposed that members of the community should volunteer at
institutions, such as local public libraries, which otherwise could not
survive because of government cuts.

[96](ch11.xhtml#footnote-430-backlink) See the Piracy Project catalogue: Neil
Chapman, Deleuze, Proust and Signs,


[97](ch11.xhtml#footnote-429-backlink) Of course unconventional publications
can and are being collected, but these are often more arty objects, flimsy or
oversized, undersized etc. and frequently end up in the special collections,
framed and categorised ‘as different’ from the main stack of the collections.

[98](ch11.xhtml#footnote-428-backlink) When The Piracy Project was invited to
create a reading room at the New York Art Book Fair in 2012, a librarian from
the Pratt Institute dropped by every single day, because she was so fixed on
the questions, the pirate books and their complex strategies of queering the
category of authorship posed to standardised bibliographic practices. Based on
this question we organised a cataloguing workshop ‘Putting the Piracy
Collection on the shelf’ at Grand Union in Birmingham, where we developed a
new cataloguing vocabulary for cases in the collection. See union.org.uk/gallery/putting-the-piracy-collection-on-the-shelves/>

See also Karen Di Franco’s reflection on the cataloguing workshop ‘The Library
Medium’ in Francke and Weinmayr, Borrowing, Poaching, Plagiarising.

[99](ch11.xhtml#footnote-427-backlink) See Piracy Project catalogue: Camille
Bondon, Jacques Rancière: le mâitre ignorant,
.
Rancière’s pedagogical proposal suggests that ‘the most important quality of a
schoolmaster is the virtue of ignorance’. (Rancière, 2010, p. 1). In his book
The Ignorant Schoolmaster: Five Lessons in Intellectual Emancipation Jacques
Rancière uses the historic case of the French teacher Joseph Jacotot, who was
exiled in Belgium and taught French classes to Flemish students whose language
he did not know and vice versa. Reportedly he gave his students a French text
to read alongside its translation and, without mediation or explanation, let
the students figure out the relationship between the two texts themselves. By
intentionally using his ignorance as teaching method, Rancière claims, Jacotot
removed himself as the centre of the classroom, as the one who knows. This
teaching method arguably destabilises the hierarchical relationship of
knowledge (between student and teacher) and therefore ‘establishes equality as
the centre of the educational process’. Annette Krauss, ‘Sites for Unlearning:
On the Material, Artistic and Political Dimensions of Processes of
Unlearning’, PhD, Academy of Fine Arts Vienna, 2017, p. 113\. Jacques
Rancière, Education, Truth and Emancipation (London: Continuum, 2010). Jacques
Rancière, The Ignorant Schoolmaster: Five Lessons in Intellectual Emancipation
(Stanford: University Press California, 1987).

[100](ch11.xhtml#footnote-426-backlink) ‘AND Publishing announces The Piracy
Lectures’, Art Agenda, 4 May 2011, publishing-announces-the-piracy-lectures/>

[101](ch11.xhtml#footnote-425-backlink) Judith Butler, ‘What is Critique? An
Essay on Foucault’s Virtue’, Transversal 5 (2001),


[102](ch11.xhtml#footnote-424-backlink) Institutions that hosted long and
short-term reading rooms or invited us for workshops included: The Showroom
London, Grand Union Birmingham, Salt Istanbul, ZKM Academy for Media Arts
Cologne, Kunstverein Munich. The Bluecoat Liverpool, Truth is Concrete,
Steirischer Herbst Graz, Printed Matter New York, New York Art Book Fair at
MoMA PS1, 281 Vancouver, Rum 46 Aarhus, Miss Read, Kunstwerke Berlin.
Institutions that invited us for talks or panel discussions included:
Whitechapel Art Gallery, Open Design Conference Barcelona, Institutions by
Artists Vancouver, Academy of Fine Arts Leipzig, Freie University Berlin, and
various art academies and universities across Europe.

[103](ch11.xhtml#footnote-423-backlink) At times, we signed ‘the Piracy
Project’ (the title) under our own names (the artist-authors), because it felt
suitable to take the credit for all our personal work, instead of
strengthening the ‘umbrella organisation’ AND. When the editor of Rhizome
asked us to write about the project, we authored the jointly written text as
‘by Piracy Project’. On other occasions we framed it ‘The Piracy Project is a
collaboration of the artists x and y, as part of AND Publishing’s research
program.’ At some point, the Piracy Project outgrew AND Publishing because it
took up all our time, and we began to question whether the Piracy Project was
part of AND, or whether AND was part of the Piracy Project.

[104](ch11.xhtml#footnote-422-backlink) This less glamourous work includes
answering emails, booking flights, organising rooms and hosting, in short the
administrative work required to run and maintain such a project. The feminist
discourse of domestic and reproductive labour is relevant here, but a more
detailed discussion exceeds the scope of this text.

[105](ch11.xhtml#footnote-421-backlink) Walter Benjamin, ‘The Author as
Producer’, New Left Review 1.62 (1970), 83–96. See also Hall, Pirate
Philosophy, pp. 127–232.

[106](ch11.xhtml#footnote-420-backlink) Ibid., p. 129.

[107](ch11.xhtml#footnote-419-backlink) Several gatherings, such as ‘Direct
Weekend’ and ‘Long Weekend’ at various art colleges in London involved
Precarious Workers Brigade, Carrot Workers, tax evasion campaigners, UK Uncut,
alternative media groups, feminist alliances, anti-poverty groups. See
Precarious Workers Brigade, ‘Fragments Toward an Understanding of a Week that
Changed Everything…’, e-flux 24 (April 2011),
-week-that-changed-everything/>

[108](ch11.xhtml#footnote-418-backlink) Susan Kelly describes Felix Guattari’s
use of the term transversality ‘as a conceptual tool to open hitherto closed
logics and hierarchies and to experiment with relations of interdependency in
order to produce new assemblages and alliances […] and different forms of
(collective) subjectivity that break down oppositions between the individual
and the group.’ Susan Kelly, ‘The Transversal and the Invisible: How do You
Really Make a Work of Art that Is not a Work of Art?’, Transversal 1 (2005),
. See also Gerald Raunig’s
description of transversal activist practice: as ‘There is no longer any
artificially produced subject of articulation; it becomes clear that every
name, every linkage, every label has always already been collective and must
be newly constructed over and over again. In particular, to the same extent to
which transversal collectives are only to be understood as polyvocal groups,
transversality is linked with a critique of representation, with a refusal to
speak for others, in the name of others, with abandoning identity, with a loss
of a unified face, with the subversion of the social pressure to produce
faces.’ Gerald Raunig, ‘Transversal Multitudes’, Transversal 9 (2002),


[109](ch11.xhtml#footnote-417-backlink) Kelly, ‘”But that was my idea!”’, p.
3.

[110](ch11.xhtml#footnote-416-backlink) The carrot is used as ‘a symbol of the
promise of paid work and future fulfilment made to those working under
conditions of free labour in the cultural sector.’ Ibid.

[111](ch11.xhtml#footnote-415-backlink) In an interview published in Artforum,
David Graeber says: ‘Another artist I know, for example, made a sculpture of a
giant carrot used during a protest at Millbank; I think it was actually thrown
through the window of Tory headquarters and set on fire. She feels it was her
best work, but her collective, which is mostly women, insisted on collective
authorship, and she feels unable to attach her name to the work.’ ‘Another
World: Michelle Kuo Talks with David Graeber’, Artforum International (Summer
2012), p. 270, david-graeber-31099>

[112](ch11.xhtml#footnote-414-backlink) Artist Rosalie Schweiker, who read a
draft of this text, suggested that I make a list of the name of every person
involved in the project in order to demonstrate this generative and expansive
mode of working.

[113](ch11.xhtml#footnote-413-backlink) Such an action might even infringe
legal requirements or contracts. Open Book Publishers’ contract, for example,
states: ‘The author hereby asserts his/her right to be identified in relation
to the work on the title page and cover and the publisher undertakes to comply
with this requirement. A copyright notice in the Author’s name will be printed
in the front pages of the Work.’ Open Book Publishers, Authors’ Guide, p. 19,


[114](ch11.xhtml#footnote-412-backlink) For a discussion of gender inequality
in recent scholarly publishing see Chad Wellmon and Andrew Piper ‘Publication,
Power, Patronage: On Inequality and Academic Publishing’, Critical Inquiry (21
July 2017),
publication_power_and_patronage_on_inequality_and_academic_publishing/

[115](ch11.xhtml#footnote-411-backlink) See Gérard Genette’s discussion of the
‘pseudonym effect’ as conceptual device. He distinguishes between the reader
not knowing about the use of the pseudonym and the conceptual effect of the
reader having information about the use of a pseudonym. Gérard Genette,
Paratexts, Thresholds of Interpretation (Cambridge University Press, 1997).

[116](ch11.xhtml#footnote-410-backlink) The Neoist movement developed in
Canada, North America and Europe in the late 1970s. It selected one signature
name for multiple identities and authors, who published, performed and
exhibited under this joint name. It is different from a collective name, as
any person could sign her or his work with these joint names without revealing
the author’s identity. See letter exchanges between cultural theorist Florian
Cramer and artist and writer Stewart Home: ‘I would like to describe “Monty
Cantsin” as a multiple identity, “Karen Eliot” as a multiple pen-name and,
judging from the information I have, “Luther Blissett” as a collective
phantom.’ Florian Cramer, 2 October 1995, in Stewart Home and Florian Cramer,
House of Nine Squares: Letters on Neoism, Psychogeography & Epistemological
Trepidation, . See also
Nicholas Thoburn’s research into the political agency of anonymous authorship.
Nicholas Thoburn, Anti-Book, On the Art and Politics of Radical Publishing
(Minneapolis and London: University of Minnesota Press, 2016) pp. 168–223.

[117](ch11.xhtml#footnote-409-backlink) Anonymous started on 4chan, an online
imageboard where users post anonymously. ‘The posts on 4chan have no names or
any identifiable markers attached to them. The only thing you are able to
judge a post by is its content and nothing else.’ Gabriella Coleman, Hacker,
Hoaxer, Whistleblower, Spy: The Many Faces of Anonymous (London and New York:
Verso, 2014), p. 47.

[118](ch11.xhtml#footnote-408-backlink) I thank Susan Kelly for making this
point while reviewing my text.

[119](ch11.xhtml#footnote-407-backlink) It is interesting to come back to
Foucault’s text ‘What is an author’ and complicate his own position as
authorial subject. Referring to Naomi Schor and Gayatri Spivak, Sara Ahmed
suggests, that ‘Foucault effaces the sexual specificity of his own narrative
and perspective as a male philosopher. The refusal to enter the discourse as
an empirical subject, a subject which is both sexed and European, may finally
translate into a universalising mode of discourse, which negates the
specificity of its own inscription (as a text)’. See Naomi Schor, ‘Dreaming
Dissymmetry: Barthes, Foucault and Sexual Difference’, in Elizabeth Weed
(ed.), Coming to Terms: Feminism, Theory, Politics (London: Routledge, 1989),
pp. 47–58; and Gayatry Chakravorty Spivak, ‘Can the Subaltern Speak?’, in Cary
Nelson and Lawrence Grossberg (eds.), Marxism and the Interpretation of
Culture (Urbana, IL: University of Illinois Press, 1988), pp. 271–313.

[120](ch11.xhtml#footnote-406-backlink) Sara Ahmed, Differences That Matter,
Feminist Theory and Postmodernism (Cambridge, UK: Cambridge University Press,
2004) p. 125.

[121](ch11.xhtml#footnote-405-backlink) Spivak, ‘Can the Subaltern Speak?’,
pp. 271–313.



hacker in WHW 2016


WHW
There Is Something Political in the City Air
2016


What, How & for Whom / WHW

“There is something political in the city air”*

The curatorial collective What,
How & for Whom / WHW, based
in Zagreb and Berlin, examine
the interconnections between
contemporary art and political and
social strata, including the role of art
institutions in contemporary society.
In the present essay, their discussion
of recent projects they curated
highlights the struggle for access to
knowledge and the free distribution
of information, which in Croatia also
means confronting the pressures
of censorship and revisionism
in the writing of history and the
construction of the future.

Contemporary art’s attempts to come to terms with its evasions in delivering on the promise of its own intrinsic capacity to propose alternatives, and
to do better in the constant game of staying ahead of institutional closures
and marketization, are related to a broader malady in leftist politics. The
crisis of organizational models and modes of political action feels especially acute nowadays, after the latest waves of massive political mobilization
and upheaval embodied in such movements as the Arab Spring and Occupy and the widespread social protests in Southern Europe against austerity
measures – and the failure of these movements to bring about structural
changes. As we witnessed in the dramatic events that unfolded through the
spring and summer of 2015, even in Greece, where Syriza was brought to
power, the people’s will behind newly elected governments proved insufficient to change the course of austerity politics in Europe. Simultaneously,
a series of conditional gains and effective defeats gave rise to the alarming
ascent of radical right-wing populism, against which the left has failed to
provide any real vision or driving force.
Both the practice of political articulation and the political practices of
art have been affected by the hollowing and disabling of democracy related
to the ascendant hegemony of the neoliberal rationale that shapes every
domain of our lives in accordance with a specific image of economics,1
as well as the problematic “embrace of localism and autonomy by much
of the left as the pure strategy”2 and the left’s inability to destabilize the
dominant world-view and reclaim the future.3 Consequently, art practices
increasingly venture into novel modes of operation that seek to “expand
our collective imagination beyond what capitalism allows”.4 They not only
point to the problems but address them head on. By negotiating art’s autonomy and impact on the social, and by conceptualizing the whole edifice
of art as a social symptom, such practices attempt to do more than simply
squeeze novel ideas into exhausted artistic formats and endow them with
political content that produces “marks of distinction”,5 which capital then
exploits for the enhancement of its own reproduction.
The two projects visited in this text both work toward building truly
accessible public spaces. Public Library, launched by Marcell Mars and
Tomislav Medak in 2012, is an ongoing media and social project based on
ideas from the open-source software movement, while Autonomy Cube, by
artist Trevor Paglen and the hacker and computer security researcher Jacob Appelbaum, centres on anonymized internet usage in the post–Edward
*
1
2
3
4
5

David Harvey, Rebel Cities: From the Right to the City to the Urban Revolution, Verso, London and New York, 2012, p. 117.
See Wendy Brown, Undoing the Demos: Neoliberalism’s Stealth Revolution, Zone books,
New York, 2015.
Harvey, Rebel Cities, p. 83.
See Nick Srnicek and Alex Williams, Inventing the Future: Postcapitalism and a World
Without Work, Verso, London and New York, 2015.
Ibid., p. 495.
See Harvey, Rebel Cities, especially pp. 103–109.

“There is something political in the city air”

289

Snowden world of unprecedented institutionalized surveillance. Both projects operate in tacit alliance with art institutions that more often than not
are suffering from a kind of “mission drift” under pressure to align their
practices and structures with the profit sector, a situation that in recent
decades has gradually become the new norm.6 By working within and with
art institutions, both Public Library and Autonomy Cube induce the institutions to return to their initial mission of creating new common spaces
of socialization and political action. The projects develop counter-publics
and work with infrastructures, in the sense proposed by Keller Easterling:
not just physical networks but shared standards and ideas that constitute
points of contact and access between people and thus rule, govern, and
control the spaces in which we live.7
By building a repository of digitized books, and enabling others to do this
as well, Public Library promotes the idea of the library as a truly public institution that offers universal access to knowledge, which “together with
free public education, a free public healthcare, the scientific method, the
Universal Declaration of Human Rights, Wikipedia, and free software,
among others – we, the people, are most proud of ”, as the authors of the
project have said.8 Public Library develops devices for the free sharing of
books, but it also functions as a platform for advocating social solidarity
in free access to knowledge. By ignoring and avoiding the restrictive legal
regime for intellectual property, which was brought about by decades of
neoliberalism, as well as the privatization or closure of public institutions,
spatial controls, policing, and surveillance – all of which disable or restrict
possibilities for building new social relations and a new commons – Public
Library can be seen as part of the broader movement to resist neoliberal
austerity politics and the commodification of knowledge and education
and to appropriate public spaces and public goods for common purposes.
While Public Library is fully engaged with the movement to oppose the
copyright regime – which developed as a kind of rent for expropriating the
commons and reintroducing an artificial scarcity of cognitive goods that
could be reproduced virtually for free – the project is not under the spell of
digital fetishism, which until fairly recently celebrated a new digital commons as a non-frictional space of smooth collaboration where a new political and economic autonomy would be forged that would spill over and
undermine the real economy and permeate all spheres of life.9 As Matteo
Pasquinelli argues in his critique of “digitalism” and its celebration of the
6
7
8
9

See Brown, Undoing the Demos.
Keller Easterling, Extrastatecraft: The Power of Infrastructure Space, Verso, London and
New York, 2014.
Marcell Mars, Manar Zarroug, and Tomislav Medak, “Public Library”, in Public Library,
ed. Marcell Mars, Tomislav Medak, and What, How & for Whom / WHW, exh. publication, What, How & for Whom / WHW and Multimedia Institute, Zagreb, 2015, p. 78.
See Matteo Pasquinelli, Animal Spirits: A Bestiary of the Commons, NAi Publishers, Rotterdam, and Institute of Network Cultures, Amsterdam, 2008.

290

What, How & for Whom / WHW

virtues of the information economy with no concern about the material
basis of production, the information economy is a parasite on the material
economy and therefore “an accurate understanding of the common must
be always interlinked with the real physical forces producing it and the material economy surrounding it.”10
Public Library emancipates books from the restrictive copyright regime
and participates in the exchange of information enabled by digital technology, but it also acknowledges the labour and energy that make this possible. There is labour that goes into the cataloguing of the books, and labour
that goes into scanning them before they can be brought into the digital
realm of free reproduction, just as there are the ingenuity and labour of
the engineers who developed a special scanner that makes it easier to scan
books; also, the scanner needs to be installed, maintained, and fed books
over hours of work. This is where the institutional space of art comes in
handy by supporting the material production central to the Public Library
endeavour. But the scanner itself does not need to be visible. In 2014, at
the Museo Nacional Centro de Arte Reina Sofia in Madrid, we curated the
exhibition Really Useful Knowledge, which dealt with conflicts triggered by
struggles over access to knowledge and the effects that knowledge, as the
basis of capital reproduction, has on the totality of workers’ lives. In the
exhibition, the production funds allocated to Public Library were used to
build the book scanner at Calafou, an anarchist cooperative outside Barcelona. The books chosen for scanning were relevant to the exhibition’s
themes – methods of reciprocal learning and teaching, forms of social and
political organization, the history of the Spanish Civil War, etc. – and after
being scanned, they were uploaded to the Public Library website. All that
was visible in the exhibition itself was a kind of index card or business card
with a URL link to the Public Library website and a short statement (fig. 1):
A public library is:
• free access to books for every member of society
• library catalog
• librarian
With books ready to be shared, meticulously cataloged, everyone is a
librarian. When everyone is librarian, the library is everywhere.11
Public Library’s alliance with art institutions serves to strengthen the
cultural capital both for the general demand to free books from copyright
restrictions on cultural goods and for the project itself – such cultural capital could be useful in a potential lawsuit. Simultaneously, the presence and
realization of the Public Library project within an exhibition enlists the host
institution as part of the movement and exerts influence on it by taking
the museum’s public mission seriously and extending it into a grey zone of
10
11

Ibid., p. 29.
Mars, Zarroug, and Medak, “Public Library”, p. 85.

“There is something political in the city air”

291

questionable legality. The defence of the project becomes possible by making the traditional claim of the “autonomy” of art, which is not supposed
to assert any power beyond the museum walls. By taking art’s autonomy
at its word, and by testing the truth of the liberal-democratic claim that
the field of art is a field of unlimited freedom, Public Library engages in a
kind of “overidentification” game, or what Keller Easterling, writing about
the expanded activist repertoire in infrastructure space, calls “exaggerated
compliance”.12 Should the need arise, as in the case of a potential lawsuit
against the project, claims of autonomy and artistic freedom create a protective shroud of untouchability. And in this game of liberating books from
the parochial capitalist imagination that restricts their free circulation, the
institution becomes a complicit partner. The long-acknowledged insight
that institutions embrace and co-opt critique is, in this particular case, a
win-win situation, as Public Library uses the public status of the museum
as a springboard to establish the basic message of free access and the free
circulation of books and knowledge as common sense, while the museum
performs its mission of bringing knowledge to the public and supporting
creativity, in this case the reworking, rebuilding and reuse of technology
for the common good. The fact that the institution is not naive but complicit produces a synergy that enhances potentialities for influencing and
permeating the public sphere. The gesture of not exhibiting the scanner in
the museum has, among other things, a practical purpose, as more books
would be scanned voluntarily by the members of the anarchist commune
in Calafou than would be by the overworked museum staff, and employing
somebody to do this during the exhibition would be too expensive (and the
mantra of cuts, cuts, cuts would render negotiation futile). If there is a flirtatious nod to the strategic game of not exposing too much, it is directed less
toward the watchful eyes of the copyright police than toward the exhibition
regime of contemporary art group shows in which works compete for attention, the biggest scarcity of all. Public Library flatly rejects identification
with the object “our beloved bookscanner” (as the scanner is described on
the project website13), although it is an attractive object that could easily
be featured as a sculpture within the exhibition. But its efficacy and use
come first, as is also true of the enigmatic business card–like leaflet, which
attracts people to visit the Public Library website and use books, not only to
read them but also to add books to the library: doing this in the privacy of
one’s home on one’s own computer is certainly more effective than doing
it on a computer provided and displayed in the exhibition among the other
art objects, films, installations, texts, shops, cafés, corridors, exhibition
halls, elevators, signs, and crowds in a museum like Reina Sofia.
For the exhibition to include a scanner that was unlikely to be used or
a computer monitor that showed the website from which books might be
12
13

Easterling, Extrastatecraft, p. 492.
See https://www.memoryoftheworld.org/blog/2012/10/28/our-belovedbookscanner-2/ (accessed July 4, 2016).

292

What, How & for Whom / WHW

downloaded, but probably not read, would be the embodiment of what
philosopher Robert Pfaller calls “interpassivity”, the appearance of activity or a stand-in for it that in fact replaces any genuine engagement.14 For
Pfaller, interpassivity designates a flight from engagement, a misplaced libidinal investment that under the mask of enjoyment hides aversion to an
activity that one is supposed to enjoy, or more precisely: “Interpassivity is
the creation of a compromise between cultural interests and latent cultural
aversion.”15 Pfaller’s examples of participation in an enjoyable process that
is actually loathed include book collecting and the frantic photocopying of
articles in libraries (his book was originally published in 2002, when photocopying had not yet been completely replaced by downloading, bookmarking, etc.).16 But he also discusses contemporary art exhibitions as sites of
interpassivity, with their overabundance of objects and time-based works
that require time that nobody has, and with the figure of the curator on
whom enjoyment is displaced – the latter, he says, is a good example of
“delegated enjoyment”. By not providing the exhibition with a computer
from which books can be downloaded, the project ensures that books are
seen as vehicles of knowledge acquired by reading and not as immaterial
capital to be frantically exchanged; the undeniable pleasure of downloading and hoarding books is, after all, just one step removed from the playground of interpassivity that the exhibition site (also) is.
But Public Library is hardly making a moralistic statement about the
virtues of reading, nor does it believe that ignorance (such as could be
overcome by reading the library’s books) is the only obstacle that stands
in the way of ultimate emancipation. Rather, the project engages with, and
contributes to, the social practice that David Harvey calls “commoning”:
“an unstable and malleable social relation between a particular self-defined social group and those aspects of its actually existing or yet-to-becreated social and/or physical environment deemed crucial to its life and
livelihood”.17 Public Library works on the basis of commoning and tries to
enlist others to join it, which adds a distinctly political dimension to the
sabotage of intellectual property revenues and capital accumulation.
The political dimension of Public Library and the effort to form and
publicize the movement were expressed more explicitly in the Public Li14
15
16

17

Robert Pfaller, On the Pleasure Principle in Culture: Illusions Without Owners, Verso, London and New York, 2014.
Ibid., p. 76.
Pfaller’s book, which first appeared in German, was published in English only in 2014.
His ideas have gained greater relevance over time, not only as the shortcomings of the
immensely popular social media activism became apparent – where, as many critics
have noted, participation in political organizing and the articulation of political tasks
and agendas are often replaced by a click on an icon – but also because of Pfaller’s
broader argument about the self-deception at play in interpassivity and its role in eliciting enjoyment from austerity measures and other calamities imposed on the welfare
state by the neoliberal regime, which since early 2000 has exceeded even the most sober (and pessimistic) expectations.
Ibid., p. 73.

“There is something political in the city air”

293

brary exhibition in 2015 at Gallery Nova in Zagreb, where we have been
directing the programme since 2003. If the Public Library project was not
such an eminently collective practice that pays no heed to the author function, the Gallery Nova show might be considered something like a solo exhibition. As it was realized, the project again used art as an infrastructure
and resource to promote the movement of freeing books from copyright
restrictions while collecting legitimization points from the art world as enhanced cultural capital that could serve as armour against future attacks
by the defenders of the holy scripture of copyright laws. But here the more
important tactic was to show the movement as an army of many and to
strengthen it through self-presentation. The exhibition presented Public
Library as a collection of collections, and the repertory form (used in archive science to describe a collection) was taken as the basic narrative procedure. It mobilized and activated several archives and open digital repositories, such as MayDay Rooms from London, The Ignorant Schoolmaster and
His Committees from Belgrade, Library Genesis and Aaaaaarg.org, Catalogue
of Free Books, (Digitized) Praxis, the digitized work of the Midnight Notes
Collective, and Textz.com, with special emphasis on activating the digital
repositories UbuWeb and Monoskop. Not only did the exhibition attempt to
enlist the gallery audience but, equally important, the project was testing
its own strength in building, articulating, announcing, and proposing, or
speculating on, a broader movement to oppose the copyright of cultural
goods within and adjacent to the art field.
Presenting such a movement in an art institution changes one of the
basic tenets of art, and for an art institution the project’s main allure probably lies in this kind of expansion of the art field. A shared politics is welcome, but nothing makes an art institution so happy as the sense of purpose that a project like Public Library can endow it with. (This, of course,
comes with its own irony, for while art institutions nowadays compete for
projects that show emphatically how obsolete the aesthetic regime of art is,
they continue to base their claims of social influence on knowledge gained
through some form of aesthetic appreciation, however they go about explaining and justifying it.) At the same time, Public Library’s nonchalance
about institutional maladies and anxieties provides a homeopathic medicine whose effect is sometimes so strong that discussion about placebos
becomes, at least temporarily, beside the point. One occasion when Public
Library’s roving of the political terrain became blatantly direct was the exhibition Written-off: On the Occasion of the 20th Anniversary of Operation
Storm, which we organized in the summer of 2015 at Gallery Nova (figs.
2–4).
The exhibition/action Written-off was based on data from Ante Lesaja’s
extensive research on “library purification”, which he published in his book
Knjigocid: Uništavanje knjige u Hrvatskoj 1990-ih (Libricide: The Destruction
of Books in Croatia in the 1990s).18 People were invited to bring in copies of
18

Ante Lesaja, Knjigocid: Uništavanje knjige u Hrvatskoj 1990-ih, Profil and Srbsko narodno

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books that had been removed from Croatian public libraries in the 1990s.
The books were scanned and deposited in a digital archive; they then became available on a website established especially for the project. In Croatia during the 1990s, hundreds of thousands of books were removed from
schools and factories, from public, specialized, and private libraries, from
former Yugoslav People’s Army centres, socio-political organizations, and
elsewhere because of their ideologically inappropriate content, the alphabet they used (Serbian Cyrillic), or the ethnic or political background of the
authors. The books were mostly thrown into rubbish bins, discarded on
the street, destroyed, or recycled. What Lesaja’s research clearly shows is
that the destruction of the books – as well as the destruction of monuments
to the People’s Liberation War (World War II) – was not the result of individuals running amok, as official accounts preach, but a deliberate and systematic action that symbolically summarizes the dominant politics of the
1990s, in which war, rampant nationalism, and phrases about democracy
and sovereignty were used as a rhetorical cloak to cover the nakedness of
the capitalist counter-revolution and criminal processes of dispossession.
Written-off: On the Occasion of the 20th Anniversary of Operation Storm
set up scanners in the gallery, initiated a call for collecting and scanning
books that had been expunged from public institutions in the 1990s, and
outlined the criteria for the collection, which corresponded to the basic
domains in which the destruction of the books, as a form of censorship,
was originally implemented: books written in the Cyrillic alphabet or in
Serbian regardless of the alphabet; books forming a corpus of knowledge
about communism, especially Yugoslav communism, Yugoslav socialism,
and the history of the workers’ struggle; and books presenting the anti-Fascist and revolutionary character of the People’s Liberation Struggle during
World War II.
The exhibition/action was called Written-off because the removal and
destruction of the books were often presented as a legitimate procedure
of library maintenance, thus masking the fact that these books were unwanted, ideologically unacceptable, dangerous, harmful, unnecessary, etc.
Written-off unequivocally placed “book destruction” in the social context
of the period, when the destruction of “unwanted” monuments and books
was happening alongside the destruction of homes and the killing of “unwanted” citizens, outside of and prior to war operations. For this reason,
the exhibition was dedicated to the twentieth anniversary of Operation
Storm, the final military/police operation in what is called, locally, the
Croatian Homeland War.19
The exhibition was intended as a concrete intervention against a political logic that resulted in mass exile and killing, the history of which is
glossed over and critical discussion silenced, and also against the official
19

vijeće, Zagreb, 2012.
Known internationally as the Croatian War of Independence, the war was fought between Croatian forces and the Serb-controlled Yugoslav People’s Army from 1991 to
1995.

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295

celebrations of the anniversary, which glorified militarism and proclaimed
the ethical purity of the victory (resulting in the desired ethnic purity of the
nation).
As both symbolic intervention and real-life action, then, the exhibition
Written-off took place against a background of suppressed issues relating
to Operation Storm – ethno-nationalism as the flip side of neoliberalism,
justice and the present status of the victims and refugees, and the overall character of the war known officially as the Homeland War, in which
discussions about its prominent traits as a civil war are actively silenced
and increasingly prosecuted. In protest against the official celebrations
and military parades, the exhibition marked the anniversary of Operation
Storm with a collective action that evokes books as symbolic of a “knowledge society” in which knowledge becomes the location of conflictual engagement. It pointed toward the struggle over collective symbolic capital
and collective memory, in which culture as a form of the commons has a
direct bearing on the kind of place we live in. The Public Library project,
however, is engaged not so much with cultural memory and remembrance
as a form of recollection or testimony that might lend political legitimation
to artistic gestures; rather, it engages with history as a construction and
speculative proposition about the future, as Peter Osborne argues in his
polemical hypotheses on the notion of contemporary art that distinguishes
between “contemporary” and “present-day” art: “History is not just a relationship between the present and the past – it is equally about the future.
It is this speculative futural moment that definitively separates the concept
of history from memory.”20 For Public Library, the future that participates
in the construction of history does not yet exist, but it is defined as more
than just a project against the present as reflected in the exclusionary, parochially nationalistic, revisionist and increasingly fascist discursive practices of the Croatian political elites. Rather, the future comes into being as
an active and collective construction based on the emancipatory aspects of
historical experiences as future possibilities.
Although defined as an action, the project is not exultantly enthusiastic
about collectivity or the immediacy and affective affinities of its participants, but rather it transcends its local and transient character by taking
up the broader counter-hegemonic struggle for the mutual management
of joint resources. Its endeavour is not limited to the realm of the political
and ideological but is rooted in the repurposing of technological potentials
from the restrictive capitalist game and the reutilization of the existing infrastructure to build a qualitatively different one. While the culture industry adapts itself to the limited success of measures that are geared toward
preventing the free circulation of information by creating new strategies
for pushing information into a form of property and expropriating value

20

Peter Osborne, Anywhere or Not at All: Philosophy of Contemporary Art, Verso, London
and New York, 2013, p. 194.

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fig. 1
Marcell Mars, Art as Infrastructure: Public Library, installation
view, Really Useful Knowledge, curated by WHW, Museo
Nacional Centro de Arte Reina Sofia, Madrid, 2014.
Photo by Joaquin Cortes and Roman Lores / MNCARS.

fig. 2
Public Library, exhibition view, Gallery Nova, Zagreb, 2015.
Photo by Ivan Kuharic.

fig. 3
Written-off: On the Occasion of the 20th Anniversary of Operation
Storm, exhibition detail, Gallery Nova, Zagreb, 2015.
Photo by Ivan Kuharic.

fig. 4
Written-off: On the Occasion of the 20th Anniversary of Operation
Storm, exhibition detail, Gallery Nova, Zagreb, 2015.
Photo by Ivan Kuharic.

fig. 5
Trevor Paglen and Jacob Appelbaum, Autonomy Cube,
installation view, Really Useful Knowledge, curated by WHW,
Museo Nacional Centro de Arte Reina Sofia, Madrid, 2014.
Photo by Joaquín Cortés and Román Lores / MNCARS.

through the control of metadata (information about information),21 Public Library shifts the focus away from aesthetic intention – from unique,
closed, and discrete works – to a database of works and the metabolism
of the database. It creates values through indexing and connectivity, imagined communities and imaginative dialecticization. The web of interpenetration and determination activated by Public Library creates a pedagogical endeavour that also includes a propagandist thrust, if the notion of
propaganda can be recast in its original meaning as “things that must be
disseminated”.
A similar didactic impetus and constructivist praxis is present in the work
Autonomy Cube, which was developed through the combined expertise of
artist and geographer Trevor Paglen and internet security researcher, activist and hacker Jacob Appelbaum. This work, too, we presented in the
Reina Sofia exhibition Really Useful Knowledge, along with Public Library
and other projects that offered a range of strategies and methodologies
through which the artists attempted to think through the disjunction between concrete experience and the abstraction of capital, enlisting pedagogy as a crucial element in organized collective struggles. Autonomy Cube
offers a free, open-access, encrypted internet hotspot that routes internet
traffic over TOR, a volunteer-run global network of servers, relays, and services, which provides anonymous and unsurveilled communication. The
importance of the privacy of the anonymized information that Autonomy
Cube enables and protects is that it prevents so-called traffic analysis – the
tracking, analysis, and theft of metadata for the purpose of anticipating
people’s behaviour and relationships. In the hands of the surveillance
state this data becomes not only a means of steering our tastes, modes of
consumption, and behaviours for the sake of making profit but also, and
more crucially, an effective method and weapon of political control that
can affect political organizing in often still-unforeseeable ways that offer
few reasons for optimism. Visually, Autonomy Cube references minimalist
sculpture (fig. 5) (specifically, Hans Haacke’s seminal piece Condensation
Cube, 1963–1965), but its main creative drive lies in the affirmative salvaging of technologies, infrastructures, and networks that form both the leading organizing principle and the pervasive condition of complex societies,
with the aim of supporting the potentially liberated accumulation of collective knowledge and action. Aesthetic and art-historical references serve
as camouflage or tools for a strategic infiltration that enables expansion of
the movement’s field of influence and the projection of a different (contingent) future. Engagement with historical forms of challenging institutions
becomes the starting point of a poetic praxis that materializes the object of
its striving in the here and now.
Both Public Library and Autonomy Cube build their autonomy on the dedi21

McKenzie Wark, “Metadata Punk”, in Public Library, pp. 113–117 (see n. 9).

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305

cation and effort of the collective body, without which they would not
exist, rendering this interdependence not as some consensual idyll of cooperation but as conflicting fields that create further information and experiences. By doing so, they question the traditional edifice of art in a way
that supports Peter Osborne’s claim that art is defined not by its aesthetic
or medium-based status, but by its poetics: “Postconceptual art articulates a post-aesthetic poetics.”22 This means going beyond criticality and
bringing into the world something defined not by its opposition to the real,
but by its creation of the fiction of a shared present, which, for Osborne,
is what makes art truly contemporary. And if projects like these become a
kind of political trophy for art institutions, the side the institutions choose
nevertheless affects the common sense of our future.

22

Osborne, Anywhere or Not at All, p. 33.

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What, How & for Whom / WHW

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