It seems to me that, in definitional discussions, we should clearly
distinguish between ultimate objectives and intermediate steps. The
definitions crafted back in 2001-3 were certainly imperfect, if only
because much had yet to be understood and discovered at that time. Yet,
they did include essential items that we should not abandon. And
shifting ground in mid-course does not appear altogether wise to me.
Yet, they defined a clear objective, a vision, a dream perhaps. And, as
such, they are just fine. But an objective, a vision, or a dream, is not
a reality.

At the same time, I understand Stevan's points very well and, like him,
get concerned when I see people all tangled up in definitions rather
than pushing for open access, step by step.

As a result, I would suggest keeping the original definitions, but treat
them as if they were somewhat analogous to the North that a compass
points to: we want to move in some direction related to the North, but
we know that the North given by the compass is not entirely accurate,
and we know that it is an ultimate end point that cannot be reached
without many detours, if only because we meet obstacles. In short, we
need to have some general, fixed reference, and then we progress as best
we can in the direction we want.

In short, we should treat the original definitions as a strategic
vision, but not let the definitions block our tactical steps. From a
strategic perspective, a tactical move will appear imperfect and
incomplete. However, this is not a very useful way to judge the tactical
step. Instead, the strategist should aim the following kind of
judgement: is a particular tactical step susceptible of impeding further
steps in the (more or less) right direction? If it is, then, it is time
to stop, reconsider, and modify. If not, let us accept it, even if it
appears far from perfection.

And I would push the argument just a little further by reminding Stevan
(and perhaps some others) that the idea of a perfect tactical schedule
is as elusive as the perfect objective. Having the vision for perfect
tactics may usefully inform decision-making in concrete situations, but
it should not be mistaken for absolute necessity and it cannot justify
rigid recommendations. The "terrain" offered by various disciplines,
countries and institutions is much too varied to permit a single
approach to every situation.

In short, confusing strategic visions with tactical steps is a
complicated way of saying that perfection can be the enemy of the good.
-- 

Jean-Claude Guédon
Professeur titulaire
Littérature comparée
Université de Montréal



Le mardi 02 septembre 2014 à 11:07 -0400, Stevan Harnad a écrit :
> For the record: I renounce (and have long renounced) the original BOAI
> (and BBB) definition of Open Access (OA) (even though I was one of the
> original co-drafters and co-signers of BOAI) in favour of the revision
> as Gratis OA  (free online access) and Libre OA (free online access
> plus certain re-use rights, e.g., CC-BY). 
> 
> 
> The original BOAI definition was improvised. Over a decade of further
> evidence, experience and reflection have now made it clear that the
> first approximation was needlessly over-reaching and (insofar as Green
> OA self-archiving was concerned) incoherent (except if we were
> prepared to declare almost all Green OA — which was and still is by
> far the largest body of OA — as not being OA!). The original BOAI/BBB
> definition has since also become an obstacle to the growth of (Green,
> Gratis) OA as well as a point of schism and formalism in the OA
> movement that have not been to the benefit of OA (but of benefit to
> the opponents of OA, or the publishers that want to ensure that the
> only path to OA was one that preserved their current revenue streams).
> 
> 
> I would like to agree with Ruchard Poynder that OA needs some sort of
> "authoritative" organization, but of whom would that organization
> consist? My inclination is that it should be the providers of the OA
> research itself, namely peer-reviewed journal article authors, their
> institutions and their funders. Their “definition” of OA would
> certainly be authoritative.
> 
> 
> Let me close by emphasizing that I too see Libre OA as desirable and
> inevitable. But my belief (and it has plenty of supporting evidence)
> is that the only way to get to Libre OA is first for all institutions
> and funders to mandate Gratis Green OA — not to quibble or squabble
> about the BOAI/BBB “definition” of OA.
> 
> 
> My only difference with Paul Royster is that the primary target for OA
> is peer-reviewed journal articles, and for that it is not just
> repositories that are needed, but Green OA mandates from authors’
> institutions and funders.
> 
> 
> 
> Stevan Harnad
> 
> 
> 
> 
> 
> On Mon, Sep 1, 2014 at 12:52 PM, Stevan Harnad
> <har...@ecs.soton.ac.uk> wrote:
> 
>         On Sep 1, 2014, at 11:19 AM, Stephen Downes
>         <step...@downes.ca> wrote:
>         
>         
>         
>         > Some really important discussion here. In particular, I
>         > would argue (with this article) that  the insistence on
>         > CC-by (which allows commercial reuse) comes not from actual
>         > proponents of open access, but by commercial publishers
>         > promoting their own
>         > interests. http://www.downes.ca/post/62708
>         
>         
>         
>         Actually, it’s much more complicated than that. Journal
>         publishers (both commercial and learned-society) have
>         conflicts of interest with Green OA -- both Gratis (free for
>         all online) and Libre (free for all online plus re-use rights,
>         especially commercial re-use rights). 
>         
>         
>         And, on top of that, there are impatient researchers
>         militating uncompromisingly for Libre OA in certain fields
>         that would especially benefit from Libre OA re-use rights. 
>         
>         
>         And there are the Gold OA publishers that want to promote
>         their product by lionizing the benefits of Libre OA and
>         deprecating Gratis OA, whether from author self-archiving
>         (Gratis Green) or rival Gold OA  and hybrid publishers (Gratis
>         Gold). 
>         
>         
>         And often, alas, the library community, including SPARC, does
>         not understand either, and needlessly complicates things wtill
>         further.
>         
>         
>         Let me simplify: Libre OA (free for all online plus re-use
>         rights) is Gratis OA (free for all online) PLUS re-use rights.
>         Libre OA asks for MORE than Gratis OA. Hence Libre OA faces
>         far more obstacles than Gratis OA.
>         
>         
>         Yet we are nowhere near having even Gratis OA yet: Around 30%
>         in most fields, especially during the first 12 months of
>         publication (mainly because of publisher embargoes — on Gratis
>         OA — but also because of (groundless) author fears). 
>         
>         
>         That’s why Gratis Green OA mandates are urgently needed from
>         institutions and funders, worldwide.
>         
>         
>         Once we have 100% Gratis Green OA globally, all the rest will
>         come: Fair-Gold OA and all the re-use rights researchers want
>         and need.
>         
>         
>         But as long as we keep fussing and focussing pre-emptively and
>         compulsively on Libre OA re-use rights (and Fool’s Gold OA)
>         instead of mandating Gratis Green, we will keep getting next
>         to no OA at all, of either kind, as now.
>         
>         
>         And all it requires is a tiny bit of thought to see why this
>         is so. (But for some reason, many people prefer to fulminate
>         instead, about the relative virtues of Gratis vs Libre, Green
>         vs Gold, and CC-BY vs non-commercial CC-BY.)
>         
>         
>         Let’s hope that the institutions and funding agencies will get
>         their acts together soon. At least 20 years of OA have already
>         been needlessly lost…
>         
>         
>         Dixit,
>         
>         
>         Stevan Harnad
>         Exceedingly Weary Archivangelist
>         
>         
>         
>         
>         > 
>         > From: Repositories discussion list
>         > [mailto:jisc-repositor...@jiscmail.ac.uk] On Behalf
>         > Of Richard Poynder
>         > Sent: September-01-14 8:20 AM
>         > To: jisc-repositor...@jiscmail.ac.uk
>         > Subject: The Open Access Interviews: Paul Royster,
>         > Coordinator of Scholarly Communications, University of
>         > Nebraska-Lincoln
>         >  
>         > Paul Royster is proud of what he has achieved with his
>         > institutional repository. Currently, it contains 73,000
>         > full-text items, of which more than 60,000 are freely
>         > accessible to the world. This, says Royster, makes it the
>         > second largest institutional repository in the US, and it
>         > receives around
>         > 500,000 downloads per month, with around 30% of those going
>         > to international users.
>         >  
>         > Unsurprisingly, Royster always assumed that he was in the
>         > vanguard of the OA movement, and that fellow OA advocates
>         > attached considerable value to the work he was doing.
>         >  
>         > All this changed in 2012, when he attended an open access
>         > meeting organised by SPARC in Kansas City. At that meeting,
>         > he says, he was startled to hear SPARC announce to delegates
>         > that henceforth the sine qua non of open access is that a
>         > work has to be made available with a CC BY licence or
>         > equivalent attached.
>         >  
>         > After the meeting Royster sought to clarify the situation
>         > with SPARC, explaining the problems that its insistence on
>         > CC BY presented for repository managers like him, since it
>         > is generally not possible to make self-archived works
>         > available on a CC BY basis (not least because the copyright
>         > will invariably have been assigned to a publisher).
>         > Unfortunately, he says, his concerns fell on deaf ears.
>         >  
>         > The only conclusion Royster could reach is that the OA
>         > movement no longer views what he is doing as open access. As
>         > he puts it, “[O]ur work in promulgating Green OA (which
>         > normally does not convey re-use rights) and our free-access
>         > publishing under non-exclusive permission-to-publish (i.e.,
>         > non-CC) agreements was henceforth disqualified.”
>         >  
>         > If correct, what is striking here is the implication that
>         > institutional repositories can no longer claim to be
>         > providing open access.
>         >  
>         > In fact, if one refers to the most frequently cited
>         > definitions of open access one discovers that what SPARC
>         > told Royster would seem to be in order. Although it was
>         > written before the Creative Commons licences were released,
>         > for instance, the definition of open access authored by
>         > those who launched the Budapest Open Access Initiative
>         > (BOAI) in 2001 clearly seems to describe the same terms as
>         > those expressed in the CC BY licence.
>         >  
>         > What this means, of course, is that green OA does not meet
>         > the requirements of the BOAI — even though BOAI cited green
>         > OA as one of its “complementary strategies” for achieving
>         > open access.
>         >  
>         > Since most of the OA movement’s claimed successes are green
>         > successes this is particularly ironic. But given this, is it
>         > not pure pedantry to worry about what appears to be a
>         > logical inconsistency at the heart of the OA movement? No,
>         > not in light of the growing insistence that only CC BY will
>         > do. If nothing else, it is alienating some of the movement’s
>         > best allies — people like Paul Royster for instance. 
>         >  
>         > “I no longer call or think of myself as an advocate for
>         > ‘open access,’ since the specific definition of that term
>         > excludes most of what we do in our repository,” says
>         > Royster. “I used to think the term meant ‘free to access,
>         > download, and store without charge, registration, log-in,
>         > etc.,’ but I have been disabused of that notion.”
>         >  
>         > For that reason, he says, “My current attitude regarding OA
>         > is to step away and leave it alone; it does some good,
>         > despite what I see as its feet of clay. I am not ‘against’
>         > it, but I don't feel inspired to promote a cause that makes
>         > the repositories second-class members.”
>         >  
>         > How could this strange state of affairs have arisen? And why
>         > has it only really become an issue now, over a decade after
>         > the BOAI definition was penned?
>         >  
>         > More here:
>         > 
> http://poynder.blogspot.co.uk/2014/08/the-open-access-interviews-paul-royster.html
>         
>         
>         
> 
> 
> 
> 
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