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Editorial

No access is no answer to closed access

The open-access logo designed by the Public Library of Science
The only difference between this and previous TWL account donations is what almost certainly got the attention of open-access advocates in the first place, the fact that the publisher in question is Elsevier. This Dutch conglomerate is one of the world's largest academic publishers and controls access to some two thousand academic journals, including the prestigious The Lancet and Cell. Moody's article notes a tweet from open-access advocate Professor Michael Eisen, whose blog and twitter feed are full of complaints about the publisher. In one post, Eisen calls Elsevier "the Dutch publishing conglomerate that has long served as the poster child for all that is wrong with the industry".

From my day job as an academic librarian, I can attest that the complaints about Elsevier by Eisen and other open-access advocates are accurate and well-deserved. There's even a Wikipedia article about the problems in my field created by publishers like Elsevier—the serials crisis, caused by escalating prices of academic journals in a time of declining library budgets and increasing demands for expensive electronic access. This crisis is all the more maddening because the massive profits accumulated by Elsevier and its ilk come from extracting money from libraries and universities based on a product that is written for Elsevier largely for free. Scientific and academic research is generated by academics, most of which is paid for by taxpayers in the form of government grants and salaries for academics working for public institutions, and submitted to academic publishers, who pay nothing in exchange above minor administrative costs. Academic journals are not staffed by employees of publishers like Elsevier, but by other academics who as part of their career portfolio edit the journals and peer review the articles as volunteers.

Corporate profit model collides with taxpayer-funded knowledge: a continuous multi-billion-dollar windfall.
In a perverse cycle, the publishers then charge libraries for these publications—sometimes twice if they pay separately for a subscription and for access as part of a database. Libraries are charged an "institutional rate" that is far higher than that charged to an individual subscriber; most are academic libraries that are part of the same class of institutions that generate most of this research in the first place. For their role, which is barely more than rent-seeking, the big corporate publishers are raking in enormous profits. Last year, Elsevier reported a profit margin of a whopping 37%. In 2012, Elsevier's director of global academic relations explained the massive profits as "simply a consequence of the firm's efficient operation", a statement that still induces rage three years later in those who understand what's been going on in the academic publishing industry.

Eisen is absolutely justified to write "my concern is not about citing Elsevier articles—it's about helping Elsevier pretend it's interested in the public" or when Professor Peter Murray-Rust told Ars Technica that the accounts were "crumbs from the rich man's table ... It's patronising, ineffectual". This is simply a way for Elsevier to get a bit of good publicity at essentially no cost to them. Where we differ is in what to do next. Open-access advocates would have Wikipedia not provide Elsevier with this opportunity for publicity because of our commitment to free knowledge; but I believe Wikipedia should not heed this suggestion, because while we are committed to open access, our primary obligation is to the readers, even above taking a stand for the open-access movement by rejecting this "gift".

The open-access movement has made great strides in the area of academic journals. Academics are abandoning journals by for-profit publishers like Elsevier in favor of open-access journals and repositories like arXiv. Some of the influential government research-funding agencies are moving in the right direction, although with glacial slowness, by leaning on grantees to avoid locking up behind a corporate paywall outcomes that have been funded by the public purse. On multiple occasions, the editorial boards of Elsevier journals have resigned en masse and set up competing open-access journals.

Access to academic journals has become a significant part of the open-access movement, such as the case of activist Aaron Swartz, who in a sinister course of events was charged with violations of the US Computer Fraud and Abuse Act for downloading journal articles from JSTOR. Despite these insults to the public purse, it is difficult to see how denying 45 active Wikipedia contributors access to the articles in ScienceDirect will serve the cause of open access.

St John's College Old Library, Cambridge

The primary obligation of libraries—whether traditional bricks-and-mortar institutions or library-like online institutions providing information services such as the Wikipedia Library—is satisfying the information needs of the populations they serve. I doubt that Professors Eisen or Murray-Rust would ask libraries at the University of California, Berkeley or the University of Cambridge not to provide access to Elsevier journals like Lancet and Cell in the name of the open-access movement. While libraries such as these can and should support open access, their primary obligation is to the academic and research needs of their students and faculty, not to the needs of the open access movement.

A similar obligation exists for the Wikipedia Library: to help editors write the best articles they can using the best sources they can. As Jake Orlowitz and Alex Stinson wrote for the WMF blog:

Wikipedia is already doing its part for open access. A recent study discussed in the Signpost's August Recent Research showed that open-access articles are 47% more likely to be cited by Wikipedia. But the fact remains that not every article can be written solely with open-access materials and not every source cited in an article will be available to every reader or editor. Take the article Nyaung-u Sawrahan, which I created as a stub in 2005 with a book from my then-university library. It now lists six books as references, two of which are in Burmese, and none of which appear to be available digitally. Most readers will not have access to these books, let alone the ability to read Burmese.

Eisen warns about a "privileged class" of editors who have access to sources while most readers and editors do not—but that already exists. Different editors read different languages and have access to different materials. Some attend universities with robust print and digital library holdings, while others live in areas with limited library and interlibrary loan access. Programs like TWL don't create those disparities. They help alleviate them by providing some editors with needed sources.

The English Wikipedia is approaching its five-millionth article. That's five million articles in one language alone that we've created and freely donated to the world. While not every source in every one of those five million is freely available at the click of a mouse, if we didn't scrutinize and reference those sources we might not have an article at all on Nyaung-u Sawrahan or any number of other topics. And those articles comprise Wikipedia's biggest commitment to the open-access movement: our readers.



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  • Nice op-ed. --Pine 18:21, 19 September 2015 (UTC)[reply]
  • Thank you, Elsevier! User:Fred Bauder Talk 18:27, 19 September 2015 (UTC)[reply]
  • Nice op-ed. I like to mention newspaper articles as another issue. They used to be freely accessible, but now more and more newspapers are paywalling them, - at least in Denmark. Newspaper articles are rarely paid by tax-payers, so shouldn't we expect them to be paywalled when ads cannot pay for them completely? We should not refrain from using paywalled newspaper articles in Wikipedia. — fnielsen (talk) 20:17, 19 September 2015 (UTC)[reply]
  • I definitely agree. But I should add that in addition to getting public and charitable funders to demand public access to the data they pay for - which is truly a no-brainer - we should also look forward to the day when the tyranny of copyright is finally ended. It may seem hard to believe now, but there will be a time when the reference you add to an Elsevier journal is just as open as the reference you make to PLOS, because we will have learned to reject censorship as a method of economic policy, and all those papers will have been freely copied out for the public to read. Whether that has to happen through rational legal change, mass civil disobedience on Pirate Bay, or throwing the copyright enforcers off a tower in ISIS fashion, we should in any case welcome the day when at last it is no crime to read and share information. We can fund creative endeavors through a marketplace of voluntary contributions without rationing access to their results, provided we set minimum amounts at which each citizen of a given income must pay overall; for that matter, we can completely change an economic system that is meant to compel labor at all costs when in reality the labor is being taken over by machines and economic success is the birthright only of those who own the productive powers of the Earth. And when that day comes ... the edits these editors have made will still make up some of the collective public resources that will have been built from Wikipedia. Meanwhile, open access advocates need to address the clear need to create a wall of separation between archivist sites that maintain guaranteed public access to material, regardless of quality, and publishers who should call attention to the best papers without being paid anything for the privilege. The alternative is not pretty. Wnt (talk) 21:30, 19 September 2015 (UTC)[reply]
    Good piece. Fortunately, we are starting to get access to necessary databases. There is no reason for people to be out of pocket for their good work in advancing the project, and it's starting to sink in, down in WMF land, that good access makes good articles. (sorry Robert)--Wehwalt (talk) 00:14, 20 September 2015 (UTC)[reply]
    Fred Bauder: "In the United States no good newspaper is not paywalled"—try the US edition of the Guardian. Tony (talk) 06:33, 20 September 2015 (UTC)[reply]
    Good point. NPR is mostly available, as is much of C-Span. I subscribe to three paywalls NYT, the New Yorker and WP, but miss the WSJ and FT. Couldn't, shouldn't, read that many papers. User:Fred Bauder Talk 08:53, 20 September 2015 (UTC)[reply]
  • Thanks for writing this. I think you make a great point about how open access advocates aren't demanding that university libraries stop subscribing to important journals. Josh Milburn (talk) 08:17, 20 September 2015 (UTC)[reply]
Please see Academic journal publishing reform#Schekman boycott. EllenCT (talk) 12:15, 20 September 2015 (UTC)[reply]
There's a difference between choosing to stop submitting to particular journals and demanding that your library stop subscribing to them! Josh Milburn (talk) 13:21, 20 September 2015 (UTC)[reply]
  • Good piece. As one of the "lucky" editors with a Elsevier Wikipedia Library sub I have to say that I have not yet (after some months) managed to access any article I wanted to read (mostly recent medical stuff). All the crown jewels seem to be excluded from the offer - afaik there's no list of what it covers. Johnbod (talk) 16:21, 20 September 2015 (UTC)[reply]
Johnbod, sounds like the first legitimate critique I've heard of the Elsevier deal. Can you elaborate? (FWIW I blogged about this last week.) Pete (talk) 18:36, 20 September 2015 (UTC)[reply]
Well, not really. I haven't tried that often, but when I do try I don't get access, so that rather puts me off. Johnbod (talk) 18:47, 20 September 2015 (UTC)[reply]
Johnbod, you should have full access to the entire corpus/database of ScienceDirect. It's their massive, premier sciences/medicine collection. Can you give me an example of a source that wasn't accessible through it? Cheers, Ocaasi (WMF) (talk) 11:26, 21 September 2015 (UTC)[reply]
Well I don't. I've forwarded you by email a message from them when I queried on one item via Nikkimaria, and I can't for example access this or this article, though I can get Lancet editorials etc, which I think anyone can. I also can't get textbook chapters like this. However I can get this when logged on, but not when not logged on. Johnbod (talk) 16:44, 21 September 2015 (UTC)[reply]
  • Good op-ed. This controversy is anything but. The best quality sources can sometimes be paywalled--peer reviewed articles among other things usually are. Limiting ourselves to non-paywalled could lead to a drastic reduction of quality for certain articles. Tutelary (talk) 21:36, 20 September 2015 (UTC)[reply]
  • I love to find sources that are open-access. I cite them all I can. But I don't see why I shouldn't additionally use my library subscription to JSTOR and my TWL subscription to Cairn -- even Elsevier if I happened to have it. I'm getting information out of those paywall sources and giving it to readers of the greatest open access encyclopedia there has ever been. When I cite my open access sources, all readers can use them; when I cite my paywall sources, a few readers will use them and all the rest will click out of them fast (to borrow Johnbod's phrase above, they'll be "put off"). Am I doing any harm to the open access movement? I don't think so. Andrew Dalby 17:30, 22 September 2015 (UTC)[reply]
  • If you don't acknowledge the difference between a public convention center offering beer and Mothers Against Drunk Driving having an open bar, or why the latter is far, far more troubling than the former, then you're either profoundly stupid or being extremely disingenuous in blind, fawning support of "your side". Jframda (talk) 08:01, 23 September 2015 (UTC)[reply]
  • A couple years ago I started to write articles on academic books. At first, I was limited to writing about the ones for which I could find abundant online reviews (the old "if it's not on Google, it doesn't exist"). Now, I've learned the dusty reference tomes and retrospective databases and I know better. Without this esoteric access, I plainly wouldn't have the sources to write about books from the 60s and 70s, which are caught in a catch-22: their reviews locked away in journals perhaps popular at the time but not economical to index then and not economical to digitize now. These are the types of redlinks that will be very hard to fill unless we increase library access for editors. Godspeed you, TWL. – czar 03:56, 25 September 2015 (UTC)[reply]
  • The moral questions are not moot:
    1. If we cite a "donated" resource, whether it's an account to a pay-walled publisher or a physical book, we may be failing in our duty of neutrality.
    2. If we do not cite the best source, pay-walled or not, we do our readers a disservice.
    3. If we cite pay-walled sources we risk helping perpetuate the pay-walls.
    4. Wikipedia is not a platform for promoting anything, even the movement it is part of.
All the best: Rich Farmbrough, 22:36, 27 September 2015 (UTC).[reply]
There is an alternative for material that exists in hardcopy: Cite the source in its dead-tree (paper) or dead-dinosaur (microfilm) form, as if you were at a public or university library and were looking at the paper- or microfilm version of the book/journal/newspaper/whatever. davidwr/(talk)/(contribs) 15:55, 10 October 2015 (UTC)[reply]
  • When quoting limited-access material, editors should try to include a long enough quote so that it is clear that the source supports the claim, and they should try to include a long enough quote so that, if the work is ever indexed in a public search engine (as many paywalled books and scholarly articles already are) someone can search on the quote and verify the citation is correct. I say "try to" because if you can't do so without violating copyright or other law or Wikipedia's policies, guidelines, and practices (including the common practice of NOT making the "references" section look unnecessarily cluttered), don't do it. The same is true for material that is likely to suffer link-rot in the future. It's less critical for material where the reference contains a link that will likely be stable for years or decades or where it refers to a hardcopy publication that is widely available for free inspection (e.g. in public libraries or by browsing brick-an-mortar bookstores) now and likely to be widely available for free inspection for years to come. davidwr/(talk)/(contribs) 15:55, 10 October 2015 (UTC)[reply]



       

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