Wikipeevedia

A couple of weeks ago I unintentionally set off a bit of a firestorm regarding Wikipedia, Elsevier and open access. I was scanning my Twitter feed, as one does, and came upon a link to an Elsevier press release:

Elsevier access donations help Wikipedia editors improve science articles: With free access to ScienceDirect, top editors can ensure that science read by the public is accurate

I read the rest of it, and found that Elsevier and Wikipedia (through the Wikipedia Library Access Program) had struck a deal whereby 45 top (i.e. highly active) Wikipedia editors would get free access to Elsevier’s database of science papers – Science Direct – for a year, thereby “improving the encyclopedia and bringing the best quality information to the public.”

I have some substantive issues with this arrangement, as I will detail below. But what really stuck in my craw was the way that several members of the Wikipedia Library were used not just to highlight the benefits of the deal to Wikipedia and its users, but to serve as mouthpieces for misleading Elsevier PR, such as this:

Elsevier publishes some of the best science scholarship in the world, and our globally located volunteers often seek out that access but don’t have access to research libraries. Elsevier is helping us bridge that gap!

It was painful to hear people from Wikipedia suggesting that Elsevier is coming to the rescue of people who don’t have access to the scientific literature! In reality, Elsevier is one of the primary reasons they don’t have access, having fought open access tooth and nail for two decades and spent millions of dollars to lobby against almost any act anywhere that would improve public access to science. And yet here was Wikipedia – a group that IS one of the great heroes of the access revolution – publicly praising Elsevier for providing access to 0.0000006% of the world’s population.

Furthermore, I found the whole idea that this is a “donation” is ridiculous. Elsevier is giving away something that costs them nothing to provide – they just have to create 45 accounts. It’s extremely unlikely that the Wikipedia editors in question were potential subscribers to Elsevier journals or that they would pay to access individual articles. So no revenue was lost. And in exchange for giving away nothing, Elsevier almost certainly increases the number of links from Wikipedia to their papers – something of significant value to them.

I was fairly astonished to see this, and, being somewhat short-tempered, I fired off a series of tweets:

These tweets struck a bit of a nerve, and the reaction, at least temporarily, seemed to pit #openaccess advocates against Wikipedians – as highlighted in a story by Glyn Moody. I in no way meant to do this. It would be hard to find two groups whose goals are more aligned.

So I want to reiterate something I said over and over as these tweets turned into a kind of mini-controversy. In saying I thought that making this deal with Elsevier was a bad idea, I was not in any way trying to criticize Wikipedia or the people who make it work. I love Wikipedia. As a kid who spent hours and hours reading an old encyclopedia my grandparents gave me, I think that Wikipedia is one of the greatest creations of the Internet Age. Its editors and contributors, as well as Jimmy Wales and the many others who made it a reality, are absolute, unvarnished heroes.

In no way do I question the commitment of Wikipedia to open access. I just think they made a mistake here, and I worry about a bit about the impact this kind of deal will have on Wikipedia. But it is a concern born of true love for the institution.

So with that in mind, let me delve into this a bit more deeply.

First of all, I understand completely why Wikipedia make this kind of deal. The mission of Wikimedia is to “empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally” [1]. But there is a major challenge to building an accurate and fully-referenced open encyclopedia: much of the source material they need to do this is either not online or is behind paywalls. It’s clear that Wikipedia sees opening source material as the long-term solution to this problem. But in the meantime they feel compelled to ensure that the people who build Wikipedia have a way around paywalls when they are doing so. It’s not all that conceptually different from a university library that works to provide access to paywalled sources to its scholars.

So the question to me isn’t whether Wikipedia should make any deals with publishers. The question is should they have made this deal with this publisher. And just like I have strongly disagreed with deals universities (including my own) routinely make to provide campus access to Elsevier journals, I do not think this deal is good for Wikipedia or the public.

Here are my concerns:

This deal will prolong the life of the paywalled business model

If the only effect of this deal was to provide editors with access, I would hold my nose and support Wikipedia’s efforts to work around the current insane scholarly publishing system. But I don’t think this is the only effect of the deal. In several ways this deal strengthens Elsevier’s subscription publishing business, and strengthening this business is clearly bad for Wikipedia and its mission.

How does it strengthen Elsevier’s business? First, it provides them with good PR – allowing them to pretend that they support openness, something that serves to at least partially blunt the increasingly bad PR their business subscription journal publishing business has incurred in recent years. Second, it provides them with revenue. This deal will increase the number of links in Wikipedia to Elsevier papers, and links on Wikipedia are clearly of great value to Elsevier – they can monetize them in multiple ways: a) by advertising on the landing pages, b) by collecting one-time fees from people without accounts who want to view an article, and, most significantly, c) by increasing traffic to their journals from users with access, which they cite to justify increased payments from universities and other institutions.

Finally, and most significantly, the deal mitigates some of the direct negative consequences of publishing paywalled journals and publishing in paywalled journals. One of the consequences of papers appearing in paywalled journals is that they are less likely to be cited and otherwise used on the Internet and beyond. And, as open resources like Wikipedia grow and grow in importance, this will become more true. This is a potentially powerful force for driving people to publish in a more open way, and, if anything, supporters of openness should be working to amplify this effect. But this deal does the opposite – it significantly dilutes the negative impacts of publishing in Elsevier’s paywalled journals, and thereby almost certainly will help prolong the life of the paywalled journal business model.

I realize that not making this deal would weaken Wikipedia in the short-run. But I am certain it would strengthen it in the long-run by quickening the arrival of a truly open scientific literature, and I think we are all in this for the long-run.

Wikipedia got too little from Elsevier

Even if you accept that this kind of deal has to be made, I think it’s a bad deal. Elsevier got great PR, significant tangible financial benefits, and several clear intangible benefits. An exchange for this, they’ve given away almost nothing. To me this was a missed opportunity related to the framing of this as a “donation”. If you’re asking for a donation, you don’t make demands. But it seems like Wikipedia was in a good position to ask for something that would benefit its readers in a much bigger way, such as Elsevier letting everyone through their paywall when following links from Wikipedia.

I obviously can’t guarantee Elsevier would have agreed to this, and maybe Wikipedia tried to negotiate for more, but it does strike me that Wikipedia undervalued itself with this arrangement.

Will this effect how articles are linked from Wikipedia?

One of the many things I love about Wikipedia is that there is a clear bias in favor of sources that are available for free online to everyone. This is obviously part philosophical – people who put the most time into building Wikipedia are obviously true believers in openness and almost certainly are biased in favor of providing open sources whenever possible. But some of this is also practical. Almost by definition if you can not access a source, you are unlikely (and should not) cite it. You can see this effect clearly in academic scientists who have only a weak bias towards citing open sources because they have access to most papers and don’t think about access when choosing what to cite. I don’t question the commitment of Wikipedians to openness. There are plenty of cases where people cite freely available versions of papers (e.g. preprints) instead of official paywalled versions. I just worry that easy access to paywalled papers will increase the number of times the paywalled version is cited in lieu of others (like free copies in PubMed Central). Obviously, there are ways to mitigate this – bots that check citations and add open ones. But it warrants watching.

And I’m not in any way suggesting that people should systematically reject citing paywalled sources. Sometimes information is fungible – there are many sources that one could cite for a particular fact – but this is obviously not always the case. Clearly for Wikipedia to be successful in the current environment, it has to be based on, and cite, a lot of paywalled sources.

Science journal articles are not like books

Several people have made the comparison between book citations and journal articles. But there are crucial differences. First, there is a real viable alternative to paywalled journals right now, and I would argue that it is in Wikipedia’s interest to support that alternative by not making things too easy for paywalled journals. Unfortunately, the same is not true for books, even academic ones. But even with the generally poor accessibility of books, I wonder if Wikipedians would support a deal with Amazon in which prolific edits got Kindle’s with free access to all Amazon e-books in exchange for providing links to Amazon when the books were cited (this was suggested by someone on Twitter but I can’t find the link)? I doubt it, yet to me this is almost exactly analogous to this Elsevier deal. In any case, the main point is that the situation with books is really bad, but that isn’t a good reason not to make the situation for journal articles better.

Wikipedia rocks

All that said, I hope this issue is behind us. It was painful to see myself being portrayed as a critic of Wikipedia. I am not. I could not love Wikipedia more than I do. I use it every day. It is one of the best advertisements for openness out there, and I can even see an argument that says that if deals with the devil make Wikipedia better, then this benefits openness far more than it hurts it. So let’s just leave it at that. I’ve enjoyed all the conversation about this issue, and I look forward to doing anything I can to make Wikipedia better and better in the future.

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6 Comments

  1. Konrad
    Posted September 24, 2015 at 1:35 am | Permalink

    I was not in any way trying to criticize Wikipedia or the people who make it work. I love Wikipedia.

    Can we please divorce the ideas of “love” and “criticism”? You are criticising Wikipedia here, and you are criticising the people behind this decision — and rightly so: they messed up. But of course you can still love and respect them.

    The idea that you cannot criticise something that you cherish is one of the most toxic memes of public discourse.

  2. Posted September 24, 2015 at 2:47 am | Permalink

    As a courtesy rather than a legal matter, would you mind if we reposted this in our Wikipedia Library newsletter alongside our own blog post? I think they make for good comparative reading. I also appreciate the measured, specific, rational, and constructive tone throughout this piece. It gives us solid arguments to consider and engage with.

  3. Posted September 24, 2015 at 4:36 pm | Permalink

    Michael, thanks for this in depth followup. One thing I love about the Internet is that it’s possible to have *both* the sloppy, off-the-cuff repartee, and *also* the carefully considered distillation after the fact. I’m impressed that you took the time and effort to do the latter; it’s a step that’s skipped all too often.

    Now I understand that your principle frustration is with the *messaging* around the deal. Thank you for giving the blow-by-blow account of how your early thinking and tweeting evolved. I agree, the snippets you quote at the top, from both Elsevier and from TWL, are problematic. I think those characterizations can and should be refined, and TWL should probably develop some guidelines to how its content providers do and don’t talk about the arrangement in their marketing (or refine them if they already exist).

    As to your comments about the substance of the deal:
    (1) I don’t entirely agree with your “prolong the paywall model” point, but I see where you’re coming from. My deeper concern here is, I don’t think an encyclopedia should be overly concerned about its impact here. I understand why you’d disagree. I think we could, and hopefully will, have further/deeper conversations on this topic.
    (2) Wikipedia got too little in this specific deal: I am entirely open to this point, and I think it’s worth some sober reflection. (It’s a tangent, but I had a similar concern relating to Wikipedia and the PR industry last year.)
    (3) How articles are linked from Wikipedia: I disagree. If this leads to more closed-access sources being linked from Wikipedia, that will tend to reflect that there are sometimes topics with better coverage in closed-source journals. Consider that PLOS ONE “papers are not to be excluded on the basis of lack of perceived importance or adherence to a scientific field” (I hope this is accurate, I quoted from Wikipedia.) Suppose there’s a case where closed-access journals that DO have such standards tend to cover a topic differently from PLOS ONE and other OA sources. As a reader, I would feel poorly served if Wikipedia relied only on OA sources, and did not even consider the closed access sources — even ones with high citation counts, considered seminal in the field, etc. — as a matter of ideology. In this way, I do not think that Wikipedia should ever be 100% aligned with the OA movement. There is and should be substantial overlap, but the missions will never be 100% identical.
    (4) Journals vs. books — I’m not sure I’m convinced, but I’ll leave this aside for now.

    Finally, on “Wikipedia rocks” — yeah, I agree, and I think OA rocks too! I can’t speak for anyone else, but I never felt that you were standing against Wikipedia as an institution; I agree with and value what Konrad says above (except, not entirely with the “messed up” evaluation).

  4. Posted September 24, 2015 at 5:00 pm | Permalink

    Michael, thanks for this in depth followup. One thing I love about the Internet is that it’s possible to have *both* the sloppy, off-the-cuff repartee, and *also* the carefully considered distillation after the fact. I’m impressed that you took the time and effort to do the latter; it’s a step that’s skipped all too often.

    Now I understand that your principle frustration is with the *messaging* around the deal. Thank you for giving the blow-by-blow account of how your early thinking and tweeting evolved. I agree, the snippets you quote at the top, from both Elsevier and from TWL, are problematic. I think those characterizations can and should be refined, and TWL should probably develop some guidelines to how its content providers do and don’t talk about the arrangement in their marketing (or refine them if they already exist).

    As to your comments about the substance of the deal:
    (1) I don’t entirely agree with your “prolong the paywall model” point, but I see where you’re coming from. My deeper concern here is, I don’t think an encyclopedia should be overly concerned about its impact here. I understand why you’d disagree. I think we could, and hopefully will, have further/deeper conversations on this topic.
    (2) Wikipedia got too little in this specific deal: I am entirely open to this point, and I think it’s worth some sober reflection. (It’s a tangent, but I had a similar concern relating to Wikipedia and the PR industry last year.)
    (3) How articles are linked from Wikipedia: I disagree. If this leads to more closed-access sources being linked from Wikipedia, that will tend to reflect that there are sometimes topics with better coverage in closed-source journals. Consider that PLOS ONE “papers are not to be excluded on the basis of lack of perceived importance or adherence to a scientific field” (I hope this is accurate, I quoted from Wikipedia.) Suppose there’s a case where closed-access journals that DO have such standards tend to cover a topic differently from PLOS ONE and other OA sources. As a reader, I would feel poorly served if Wikipedia relied only on OA sources, and did not even consider the closed access sources — even ones with high citation counts, considered seminal in the field, etc. — as a matter of ideology. In this way, I do not think that Wikipedia should ever be 100% aligned with the OA movement. There is and should be substantial overlap, but the missions will never be 100% identical.
    (4) Journals vs. books — I’m not sure I’m convinced, but I’ll leave this aside for now.

    Finally, on “Wikipedia rocks” — yeah, I agree, and I think OA rocks too! I can’t speak for anyone else, but I never felt that you were standing against Wikipedia as an institution; I agree with and value what Konrad says above (except, not entirely with the “messed up” evaluation).

    note my small contribution to this blog discussion