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As I mentioned last time, I will be participating in the “Moral Dimensions of Open” working group at the forthcoming OSI2016 conference. Having laid out what I see as the foundational aspect of this discussion in part 0, I’d like to briefly survey some of the specific moral arguments in favour of Open — with particular reference to open access, since it’s an area that I have more experience in than open data, open innovation, and so on.
To me, the most foundational reason that access to research should be free at the point of use is this very simple one: once production work has been completed and the first copy of a paper created, each additional copy is free to produce and distribute. This means that we can create an arbitrarily large number of copies, and send them around the world, resulting in a huge increase in the world’s wealth. Not doing so is … silly.
If “silly” doesn’t sound like quite such an emphatic denunciation as might have been expected, let’s try again. When we have the option to create free wealth, refusing to do so is profoundly wasteful. We’re failing to make things better for other people, at no cost to ourselves. We are passing up the opportunity to do the most moral thing possible even though it would cost us anything.
If I give my food to someone who is hungry, I will have less food. But if I give my PDF collection to an under-resourced researcher, doctor, policy-maker or teacher, I don’t have less knowledge. I have created free knowledge out of thin air. Why wouldn’t I do that?
If we could create free food for people who are starving, we would do it in a heartbeat, because we want people to be fed. If we could create free medicine for people who are sick, we would do it in a heartbeat, because we want people to be healthy. We can create free knowledge for people who are under-resourced — so we should do it in a heartbeat, because we want people to be educated.
To me, it’s that simple. Open access is a moral necessity because it’s morally repugnant to deny people privileges that cost us nothing to provide. I feel exactly the same way about paywalls preventing access to research as I would about mechanisms that prevented free food being created for starving people if that could be done at zero cost.
Some objections
“But it costs money to transform an author’s manuscript into a published paper.”
Yes, it does: managing peer-review, typesetting, creating metadata and so on are real costs, and publishers need to be paid for these things to happen. That is why I said access to research should be free at the point of use.
There are costs to be met at the point of production, and various ways of meeting them. We could debate what those costs are, which ones are legitimate, how high they should be, and where the money should come from. All of these practicalities are subject to legitimate disagreement between reasonable people.
But since it costs no money at all to make and distribute an additional copy of a paper, what is simply not acceptable is to prevent access.
“But distribution online is not free.”
This is an important issue to address, and to think about clearly. Angela Cochran recently asserted this on a mailing list of OSO2016 delegates:
If you throw a paper in the Internet and hope people find you, you won’t get far. Researchers publish with journals because they want their work to be discoverable. They want it in Scopus or Compendex, Web of Science, and Google scholar. This requires feeds, structured metadata, humans to follow up every time an author can’t find their papers in those places, license agreements to maintain, etc.
I submit that this is a red herring. What Angela is describing here are ancillary services. They are of real value, but they are quite separate from the issue of access. A researcher in the developing world doesn’t care whether a paper on the efficacy of new anti-malarial drugs is indexed in Scopus — she cares whether she can read and use it.
It’s perfectly reasonable to make access to papers free, but to sell subscriptions to value-added services such as the Web Of Science. I don’t think anyone has ever suggested that it’s not. What is not reasonable? Conflating these two things such that the need for WOS to have a business is allowed to impede access. If value-add services are to survive as businesses, it must because the value they add is worth paying for.
“But I want to keep making an enormous amount of money for very little work.”
Sorry, can’t help you there. There is nothing moral about rent-seeking, and no moral argument for preventing the free creation of wealth in order to facilitate its continuation.
Some publishers’ arguments against open access have had this character. Many publishers’ public comments in favour of the Research Works Act, for example, were of the form “please reduce the wealth of the world for our private benefit”. I am very glad to see the frequency of such statements decreasing over the last few years. I can only hope it indicates a genuine change of heart, rather than mere PR.