The document discusses Open Access and how it relates to the story of Aaron Swartz. It provides background on Open Access, including that it allows work to be published online for free access. It also discusses different models of Open Access like gold, green, and hybrid. The document suggests Swartz's actions may have been motivated by advocating for more open access to scholarly articles. However, his methods were illegal and controversial. The incident has brought more attention to debates around public access to scholarly work.
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Open Access
1. Open Access
LIB 100 : Library and Information
Research Strategies
Le Moyne College
October 26, 2011
2. Open Access Week
October 24-30, 2011 :: A global
event, now in its 5th year,
promoting Open Access as a new
norm in scholarship and research.
http://www.openaccessweek.org/
3. Open Access
Work is published online and reader is
allowed to access it without charge.
4. Publishing
1640s 'a Colledge for the
Promoting of Physico-
Mathematicall Experimentall
Learning'.
1662 Royal Society charter and
first books published.
1665 first issue of Scholarly Journal purposes:
Philosophical Transactions. Registration (or Priority) establish
1847 Fellows elected solely on who , what, and when of an idea
the merit of their scientific work. Certification verify validity of idea
Scholarly publishing principles: through peer review
Peer review to ensure quality Dissemination publication &
of published works. recognition of idea
Gift culture scholarly Preservation ideas are preserved
information is a public good. with libraries as archives
5. Publishing
1960s commercial publishers
take over from societies.
Peer review and gift culture intact.
Commercial publisher owns
copyright and distribution.
1980+ Serials crisis journal
prices exceed ability of libraries to Scholarly Journal purposes:
purchase. Registration establish who and
what of an idea
Certification verify validity of idea
through peer review
Dissemination publication &
recognition of idea
Preservation ideas are preserved
with libraries as archives
8. #OCCUPYWALLSTREET
Elsevier, with 2000
journals, made
$1.1 billion in 2010,
a profit of 36%
Compare to Fortune 500
average profits of 4.7%
CEO of Elsevier, Erik
Engstrom, made over
$2,931,000 in 2009
9. Publishing
1960s commercial publishers
take over from societies.
Peer review and gift culture intact.
Commercial publisher owns
copyright and distribution.
1980s + Serials crisis journal
prices exceed ability of libraries to Scholarly Journal purposes:
purchase.
Registration establish who and
Responses: what of an idea
Big Deal libraries lease Certification verify validity of idea
packages of journals - through peer review
question of sustainability
Dissemination publication &
Open Access authors take recognition of idea
back copyright and control of
Preservation ideas are preserved
distribution so all readers can
with libraries as archives
access their work.
10. Copyright
Public Domain Commercial Publishing
Copyright abandoned by Copyright usually
author or expired assigned to publisher
Original author no longer Publisher controls
owns the work distribution and profits
Publish or remix the Articles especially
work for profit Copyright on books
usually retained by author
Work may be used freely
including derivative works. Author can negotiate to
Penguin Classics or Dover retain copyright
Pride and Prejudice Extra step for author
and Zombies Not all publishers allow
See: http://resources.library.lemoyne.edu/pubserv-copyright
11. Open Access
Work is published online and reader is
allowed to access it without charge.
Author has right to disseminate work and
can set the terms of use through licensing.
Author should retain copyright!
40-60% of articles authored by faculty are not
available on the campuses where they teach.
OA articles have increased readership and
greater citation advantage.
12. Kinds of Open Access
Open Access Journal cost of publishing shifts from
subscription fees paid by the reader to author publication fees.
Also called Gold OA all articles in journal free to reader
$1200 - $3000 author fees are common
BioMed Central, PLoS NIH-funding mandates OA
DOAJ Directory of Open Access Journals
> 7200 journals
Self-Archiving author retains copyright and publishes a copy
of work on personal or institutional website.
Also called Green OA articles in journal still cost !
Author negotiates with publisher for rights to distribute
Institutional Repository Kansas U, JSC [NASA] Digital Images
Subject Repository arXiv.org, SSRN, COBRA
SHERPA/ROMEO list journals self-archiving policies
OpenDOAR Directory of Open Access Repositories
> 2000 repositories
13. Quasi-Open Access
Hybrid Journals commercial publishers that allow
for some articles to be published as OA.
author fees to ensure OA treatment.
SpringerOpen, Elsevier
Libraries must still must subscribe to journal to access
everything (small fraction of articles are OA)
Embargoed Journals commercial journals that
release all articles as OA after a specified embargo
period.
Highwire Press 6 - 24 months wait, 12 months typical
For cutting edge, reader must pay for access
14. Degrees of Freedom in OA
Gratis vs Libre
Gratis Libre
Gratis OA simply grants Libre OA gives the
the reader free access to reader additional rights.
the work for reading. The copyright holder
By default, the reader of a determines what rights
copyrighted work has no the reader has, usually
rights to use it. through a license
(Except fair use in the US) statement.
Free as in beer Free as in speech
15. Copyright
Public Domain Commercial Publishing
Licensing in addition to Copyright
BY must attribute the author
NC non-commercial use only
ND no derivative works
SA derivatives works must share alike
http://creativecommons.org/choose/
16. The Story
Aaron Swartz, an open access
advocate and open politics
activist, over the course of
several months, and for unknown
reasons, gained unauthorized
guest access to the MIT campus
JSTOR has filed no charges and
network, and downloaded several
confirm that Swartz returned the
million articles from JSTOR.
files he had downloaded.
As a result of his actions, JSTOR
MIT may press charges but hasnt.
alerted MIT of a violation of their
terms of service and, for a time, Federal indictment charges included
JSTOR cut off access to MIT. wire fraud, computer fraud,
unlawfully obtaining information
Swartz was identified and arrested
from a protected computer, and
removing his laptop from a wiring
recklessly damaging a protected
closet on the MIT campus.
computer.
Photo credit: Fred Benenson / www.fredbenenson.com (Creative Commons Attribution 2.0 Generic license).
17. Motives?
The indictment alleges Swartz
intended to publically release the
documents using bittorent.
Swartzs "Guerrilla Open Access
Manifesto (2008) says We need
to take information, wherever it is
PACER document precedent (2008).
stored, make our copies and share
them with the world. We need to JSTOR has been criticized for not
out of copyright
take stuff that's out of copyright making their public domain material
and add it to the archive. We need freely available.
to buy secret databases and put On 9/6/11, JSTOR made this
them on the Web. We need to material freely available.
download scientific journals and Swartz professionally analyzes huge
upload them to file sharing datasets and (according to some)
networks. JSTOR articles fit this profile.
Photo credit: flickr.com/photos/clonedmilkmen/4391670988 (Creative Commons Attribution-ShareAlike 2.0)
18. How Does This Story Relate to OA?
Do you think this is an OA-related incident and
how has it affected the movement?
Should public domain articles always be free?
Should all journal backfiles be OA?
19. To Learn More
Open Access Week Oct. 24-30
http://www.openaccessweek.org/
Right to Research Coalition
http://www.righttoresearch.org/
SPARC Scholarly Publishing and
Academic Resources Coalition
http://www.arl.org/sparc/
Open Access Directory
http://oad.simmons.edu/
20. Sources
Bustillos, M. (2011) "Was Swartz Stealing?" The Awl. Retrieved from
http://www.theawl.com/2011/08/was-aaron-swartz-stealing
Glenn, David. (2011) "Rogue Downloader's Arrest Could Mark Crossroads
for Open-Access Movement." The Chronicle of Higher Education. Retrieved
from http://chronicle.com/article/Rogue-Downloaders-Arrest/128439/
Rapp, D. (2011) "JSTOR Announces Free Access to 500K Public Domain
Journal Articles." Library Journal. Retrieved from
http://www.libraryjournal.com/lj/newsletters/newsletterbucketacademic
newswire/891947-440/jstor_announces_free_access_to.html.csp
Schwartz, M. (2009) "An Effort to Upgrade a Court Archive System to Free
and Easy." New York Times. Retrieved from
http://www.nytimes.com/2009/02/13/us/13records.html
#5: Began meeting in the mid-1640s to discuss the new philosophy of promoting knowledgeof the natural world through observation and experiment, which we now call science.Its official foundation date is 28 November 1660, when a group of 12 met at Gresham College after a lecture by Christopher Wren, then the Gresham Professor of Astronomy, and decided to found 'a Colledge for the Promoting of Physico-MathematicallExperimentall Learning'. This group included Wren himself, Robert Boyle, John Wilkins, Sir Robert Moray, and William, Viscount Brouncker.First Royal Charter, which was granted by King Charles II in 1662.John Evelyn's Sylva and Micrographia by Robert Hooke in 1662.Philosophical Transactions is now the oldest scientific journal in continuous publication.1,450 Fellows and Foreign Members, including more than80 Nobel Laureates.Each year 44 Fellows, 8 Foreign Members and up to 1 Honorary Fellow are elected from a group of over 700 candidates who are proposed by the existing Fellowship. Fellowship from 1660 to 2007 is available for download (PDF).The word "scientist," meant to refer to a systematically working natural philosopher, (as opposed to an intuitive or empirically minded one) was coined in 1833 by William Whewell.
#7: Honda Accord LX = $22,950Brain Research = $23,446
#8: Nuclear Physics A & B = $25,888Jeep Wrangler Sport = $25,875Brain Research 23446Physica A, B, C, D, & E 28963Physics Letters 17529Tetrahedron 19341Tetrahedron Letters 15463
#11: Pride and Prejudice 1813 by Jane Austen and Zombies 2009 by Seth Graham-Smith
#12: Right to Research statement:http://www.righttoresearch.org/learn/whyOA/index.shtmlOpen Access seeks to return scholarly publishing to its original purpose: to spread knowledge and allow that knowledge to be built upon. Price barriers should not prevent students (or anyone) from getting access to research they need. Open Access, and the open availability and searchability of scholarly research that it entails, will have a significant positive impact on everything from education to the practice of medicine to the ability of entrepreneurs to innovate.
#13: ~ 250 active journals in BMC7 PLoSjrnlsJSC = Johnson Space Center (NASA)COBRA = Collection of Biostatistics Research Archive
#17: Accessed network on multiple occasions between September 24, 2010, and January 6, 2011; arrested removing laptop from wiring closet. Aaron Swartz is the founder of Demand Progress. He previously co-founded the Progressive Change Campaign Committee, watchdog.net, Open Library, Jottit, and Reddit.com. He is co-author of the RSS 1.0 specification and helped launch Creative Commons.Charges are hacker crimes, not copyright infringement crimes.
#18: Greg Maxwell, who recently uploaded a 33GB file of JSTOR articles onto The Pirate Bay in protest of the Swartz indictment. (Maxwell says the file contains the whole pre-1923 public domain archive of the Philosophical Transactions of the Royal Society.Making a profit off of public domain works is allowed; indeed, it's half the point. E.G., Penguin Classics. Lessig on record saying Swartzs actions were unethical, but probably not illegal. Max Kennerly, Philly lawyer says this appears to be a civil claim that some overly aggressive prosecutor is trying to dress up as a federal crime.In 2008, Swartz, taking advantage of a free trial of PACER (Public Access to Court Electronic Records), a government database of court records, cleverly automated a download of nearly 20 million pages. This was in response to the call of information activist Carl Malamud for donations of downloaded PACER documents, which ordinarily cost eight cents per page. Malamud's position is that since the public owns these documents, access to them should be easy and free of charge online. In the event, Swartz hadn't broken any laws, so the Feds were forced to drop their investigation. Perhaps a certain resentment lingered.