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Academic Scholarship in the Digital Age




Rudi Schmiede
Department of Sociology
TU Darmstadt

KRE ‐
International Conference Knowledge‐Research‐Education, 
Prague 10/09/10
Outline




 •       Changes in Scholarship in the Digital Age

 •       Data: The Basis of Scholarly Research and Teaching

 •       An Information Infrastructure for, not only of Scholarly
         Information!

 •       What are we heading for? Where should we go?
         Some Ideas



2010, Sept. 10       KRE -International Conference Knowledge-Research-Education, Prague   2
The Internet Age


•        Internet integral part of academic life
•        From „logging on“ to „always on“
•        Used in a mixture of scholarly demands and everyday
         tasks
•        Intensification of information and communication
•        Deluge of information
•        New forms of communication: listservs, weblogs
         („blogs“), wikis, wikipedia, wikisearch (?) etc.


2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   3
The Age of Digital Content?


•        Not yet, really:
•        New contents are produced digitally, but older ones are
         only selectively available
•        And new ones often limited by access restrictions
•        True for research and learning
•        Networks of data, information, people: How about
         interoperability?
•        We are at an early stage of a new scholarly infrastructure:
         Lack of standards

2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   4
Extended basis of scholarly work



           ICT sufficiently mature to enable rich and productive
           forms of information-intensive, distributed, collaborative
           scholarship
           Problems are social, economic, and political rather than
           technological
           Positive:
           Better access to data and information, more data
           available and accessible, more collaboration,
           increased international awareness, extended networks,
           easier to transcend disciplinary boundaries


2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   5
New Challenges and Tasks



           But also: More to read and to handle (Tenopir/King, D-
           Lib 11/12-2008)
           Intensification of work, higher velocity, increased
           competition
           To secure data production, verification, representation
           and preservation
           Improved document representation
           Publication sphere in rapid change, no clear direction,
           disciplinary differences
           Increased public demands and responsibility (better
           informed users and clients)

2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   6
Data as Basis of Scholarly Work



           Substantial differences of data between disciplinary
           cultures
           From measured (and often machine-recorded) process
           data to subjective records demanding interpretation
           What about (old, printed or in other form existing) non-
           digital data and records?
           Extreme differences in accessibility of data between
           disciplines and even within them (e.g. bio-technology vs.
           language)




2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   7
New Worlds of Data

           New dimensions of scholarly research through digital
           technologies, examples:

           Astronomy, Earth studies: Spectral surveys, mass data
           Medicine: X-Rays, MRTs etc.
           Sociology: Cluster analysis of milieus
           Linguistics: Language mass data bases, extended
           quantitative analyses
           Mechanical Engineering: Simulation with product and
           production data from manifold sources
           Civil Engineering: Building physics – role of visualization
           Virtual Journal of Joint Inst. for Nuclear Astrophysics
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   8
The Situation


           Today: Infrastructure of, not for scholarly Information
           and Communication (Borgman 2007)
           I.e. infrastructure is technology-based resp. institutional-
           ly-based, not shaped by and aligned to the varieties of
           the many scientific cultures
           Often extremely diverse parts of an (ideally integrated)
           disciplinary infrastructure
           Difference between more canonical and rather „soft“,
           interpretative or basically contradictory or competitive
           disciplines
           Great differences in national vs. international orientation
           of academic disciplines

2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   9
(Dis-) Continuities



           Print publication still central for academic rewards'
           system (90% of ArXiv pre-prints are eventually published
           in printed journals)
           Contradictory aims of scholars, esp. when learned
           societies and journals are part of the game
           Systems of quality certification and legitimation differ
           substantially
           Stakeholder roles in publishing in move, no clear
           positions and fronts
           Regulations of „Intellectual Property“ differ
           internationally and in practice

2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   10
Discontinuities


           Increasing role of Open Access, Open Repositories and
           Open Archives in various scholarly cultures
           We are still in a period where different functional and
           business models are experimentally tested: „Faculty,
           librarians, and publishers are now one big dysfunctional
           family“ (Schottlaender)
           But: In sum clearly enhanced role of open publication
           and access
           Some Landmarks: Berlin Declaration; PubMed Central;
           CERN SCOAP3; recent arrangement between Google and
           authors guild in the USA (with new critical dimensions!);
           agreement between the Dutch Library Federation FOBID
           and the rightholders' representatives VOIcE
2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   11
New Features

           Publication of documents together with the data, upon
           which the research is based
           ==> possible only via digital publication, relevant for the
                 broad area of empirical research
           Documents move from static to dynamic entities: They
           become documentation of a process rather than of a
           final state of things (and will change over time)
           Research possibilities are considerably enhanced: All
           formal operations can be more or less automated (not
           only mathematically based operations, but e.g. language
           analysis, complex social analyses)
           Access to global scholarly information new for many
           disciplines
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   12
Shaping the Future


           „The best way to predict the future is to invent it“ (Alan
           Kay 1971)
           Scholarly Work and Publishing as well as Technological
           Infrastructure are in the midst of restructuring
           ==> options, creating „path dependencies“
           The earlier one intervenes, the better chances one has
           to influence future shapes of information systems (social
           shaping of IT and IT shaping the social)
           The inner relation between the way scholarly work is
           conducted and the usage of information and communica-
           tion technologies and the modes of publication has to be
           observed and turned to practical solutions

2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   13
Challenges

           Central: To understand the different scholarly
           cultures, i.e.

           --    who are the users,
           --    how they conduct their research,
           --    what their data are,
           --    and how they publish;
                 and that means
           --    to realize that special (tacit or personal)
                 knowledge is required to handle and interpret
                 the respective data of the discipline or field

           Practical challenges and chances emerge from that:
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   14
Scholarly World


           Reward systems in academic institutions have to be ex-
           tended to comprise not only printed publication, but also
           the provision of data, i.e. other (enhanced) forms of
           publication gain an increasing importance
           Research will depend much more on a multi-technolo-
           gical and -dimensional access to data and information
           Reality as the object of scholarly research is not discipli-
           nary, but urges the transgression of disciplinary bounda-
           ries (which is a strong real tendency in academia)
           New disciplinary and trans-disciplinary information cul-
           tures will have to be developed, including their new I&C
           forms and their publication modes

2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   15
Institutions



           Scholars are today more than in the past dependant on
           information infrastructure services (libraries, documenta-
           tion centers, disciplinary information centers etc.),
           because their information worlds are increasing in
           complexity
           The visionary hope from the beginnings of the digital
           revolution that scholars will organize their information
           sphere themselves, has proved to be an inviable utopia,
           because it does not take into account the real work
           conditions of scholars
           Institutions have to seriously re-think their role as
           service organizations for scholarly work
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   16
Libraries


           Libraries are not at all deemed to die away in the Digital
           Age (articles obtained by readers are continuously
           increasing), but they will have to adjust to it
           On one hand, there is an increase in central administra-
           tive functions: Negotiating bundle agreements, coopera-
           ting with other libraries, administering access rights etc.
           On the other hand, there is an increasing need to
           support scholars in their respective scientific information
           fields, i.e. scientific personell in libraries should be
           located in the faculties as advisory and helping staff with
           a disciplinary academic education
           i.e the scholarly service function of libraries should be re-
           vitalized
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   17
Research + Development I

           For the manifold disciplines of scholarship special
           support, documentation and information centers are
           necessary
           They should be as deeply as possible rooted in the
           various disciplinary cultures
           A multitude of traits of curation and preservation of data
           and publications (also dynamic ones) has to be
           developed
           Preservation implies special right-of-property problems
           which have to be solved
           The problems of lacking standards of scholarly informa-
           tion and communication have to be tackled

2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   18
Research + Development II

An Example:
     Center for Embedded Networked Sensing (CENS),
     a Science and Technology Center based at UCLA with
     4 other partner institutions in California.




2010, Sept. 10   KRE -International Conference Knowledge-Research-Education, Prague   19
Research + Development III

           Development of a „Data Discovery Library“ as a bottom-
           up approach
           (because top-down approach of a central „sensorbase“
           proved to be unfeasible)
           From the project's inception (2002) collaboration of the
           natural scientists and information specialists
           (among > 100 participants)
           Implementation of Open Access tools (OAI-ORE protocol,
           data description bei Dublin Core elements etc.)
           Core: Studying data practices in the evolution of a major
           research center, „capture and manage CENS data for use
           and reuse by others“ (JCDL, 338) by active participation
2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   20
Education


           The current notions of „information competence“ or
           „media competence“ are conceptualized technologically,
           i.e. they are not sufficiently complex in relation to the
           new information worlds and needs of an autonomous
           handling of the new tasks
           The human ability to mediate between information and
           reality, to contextualize information, is increasingly
           important and has to be developed and supported
           Danger of re-evaluating knowledge (from true/wrong to
           accessibility, i.e. in/not in Google)
           Knowledge about Non-Knowledge essential, ability to
           distinguish both is basis of autonomous human
           competencies
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   21
Competencies


           Central for human autonomy and individuality remains to
           be intellect and reason, the power of judgement (Kant)
           The power of judgement today is largely dependant
           upon the ability to deal with information from external
           sources and to deliberately and consciously handle them
           Today: Principal lack in education towards these compe-
           tencies („stefi“-study and notebook-university projects in
           Germany, various international studies)
           We are lagging behind real development in most
           curricula and in education in general
           The younger generation will turn up with new demands,
           we will have to find ways of a reasonable transgression

2010, Sept. 10     KRE -International Conference Knowledge-Research-Education, Prague   22
Where do we go, how can we go?


           In practice, in-between forms of organizing scholarly
           work and publication have emerged, fronts have eroded
           But: The general situation, especially in Germany, is still
           characterized largely by the non-existence of a debate
           on general aims
           NGO bodies of debate on strategy should be brought
           into existence (preferably with participance of the resp.
           Ministry and EU)
           The discussion and cooperation of the important stake-
           holders in the field should be positively encouraged
           We need an upgrading of the role of scholarship in the
           discussion about future forms of scholarly information
           and contours of new chances for scholarship
2010, Sept. 10      KRE -International Conference Knowledge-Research-Education, Prague   23
That‘s the end




                    Thank you for your attention!


                                       Rudi Schmiede

                         schmiede@ifs.tu‐darmstadt.de




2010, Sept. 10    KRE -International Conference Knowledge-Research-Education, Prague   24

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Academic Scholarship in the Digital Age (Rudi Schmiede)

  • 2. Outline • Changes in Scholarship in the Digital Age • Data: The Basis of Scholarly Research and Teaching • An Information Infrastructure for, not only of Scholarly Information! • What are we heading for? Where should we go? Some Ideas 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 2
  • 3. The Internet Age • Internet integral part of academic life • From „logging on“ to „always on“ • Used in a mixture of scholarly demands and everyday tasks • Intensification of information and communication • Deluge of information • New forms of communication: listservs, weblogs („blogs“), wikis, wikipedia, wikisearch (?) etc. 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 3
  • 4. The Age of Digital Content? • Not yet, really: • New contents are produced digitally, but older ones are only selectively available • And new ones often limited by access restrictions • True for research and learning • Networks of data, information, people: How about interoperability? • We are at an early stage of a new scholarly infrastructure: Lack of standards 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 4
  • 5. Extended basis of scholarly work ICT sufficiently mature to enable rich and productive forms of information-intensive, distributed, collaborative scholarship Problems are social, economic, and political rather than technological Positive: Better access to data and information, more data available and accessible, more collaboration, increased international awareness, extended networks, easier to transcend disciplinary boundaries 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 5
  • 6. New Challenges and Tasks But also: More to read and to handle (Tenopir/King, D- Lib 11/12-2008) Intensification of work, higher velocity, increased competition To secure data production, verification, representation and preservation Improved document representation Publication sphere in rapid change, no clear direction, disciplinary differences Increased public demands and responsibility (better informed users and clients) 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 6
  • 7. Data as Basis of Scholarly Work Substantial differences of data between disciplinary cultures From measured (and often machine-recorded) process data to subjective records demanding interpretation What about (old, printed or in other form existing) non- digital data and records? Extreme differences in accessibility of data between disciplines and even within them (e.g. bio-technology vs. language) 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 7
  • 8. New Worlds of Data New dimensions of scholarly research through digital technologies, examples: Astronomy, Earth studies: Spectral surveys, mass data Medicine: X-Rays, MRTs etc. Sociology: Cluster analysis of milieus Linguistics: Language mass data bases, extended quantitative analyses Mechanical Engineering: Simulation with product and production data from manifold sources Civil Engineering: Building physics – role of visualization Virtual Journal of Joint Inst. for Nuclear Astrophysics 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 8
  • 9. The Situation Today: Infrastructure of, not for scholarly Information and Communication (Borgman 2007) I.e. infrastructure is technology-based resp. institutional- ly-based, not shaped by and aligned to the varieties of the many scientific cultures Often extremely diverse parts of an (ideally integrated) disciplinary infrastructure Difference between more canonical and rather „soft“, interpretative or basically contradictory or competitive disciplines Great differences in national vs. international orientation of academic disciplines 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 9
  • 10. (Dis-) Continuities Print publication still central for academic rewards' system (90% of ArXiv pre-prints are eventually published in printed journals) Contradictory aims of scholars, esp. when learned societies and journals are part of the game Systems of quality certification and legitimation differ substantially Stakeholder roles in publishing in move, no clear positions and fronts Regulations of „Intellectual Property“ differ internationally and in practice 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 10
  • 11. Discontinuities Increasing role of Open Access, Open Repositories and Open Archives in various scholarly cultures We are still in a period where different functional and business models are experimentally tested: „Faculty, librarians, and publishers are now one big dysfunctional family“ (Schottlaender) But: In sum clearly enhanced role of open publication and access Some Landmarks: Berlin Declaration; PubMed Central; CERN SCOAP3; recent arrangement between Google and authors guild in the USA (with new critical dimensions!); agreement between the Dutch Library Federation FOBID and the rightholders' representatives VOIcE 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 11
  • 12. New Features Publication of documents together with the data, upon which the research is based ==> possible only via digital publication, relevant for the broad area of empirical research Documents move from static to dynamic entities: They become documentation of a process rather than of a final state of things (and will change over time) Research possibilities are considerably enhanced: All formal operations can be more or less automated (not only mathematically based operations, but e.g. language analysis, complex social analyses) Access to global scholarly information new for many disciplines 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 12
  • 13. Shaping the Future „The best way to predict the future is to invent it“ (Alan Kay 1971) Scholarly Work and Publishing as well as Technological Infrastructure are in the midst of restructuring ==> options, creating „path dependencies“ The earlier one intervenes, the better chances one has to influence future shapes of information systems (social shaping of IT and IT shaping the social) The inner relation between the way scholarly work is conducted and the usage of information and communica- tion technologies and the modes of publication has to be observed and turned to practical solutions 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 13
  • 14. Challenges Central: To understand the different scholarly cultures, i.e. -- who are the users, -- how they conduct their research, -- what their data are, -- and how they publish; and that means -- to realize that special (tacit or personal) knowledge is required to handle and interpret the respective data of the discipline or field Practical challenges and chances emerge from that: 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 14
  • 15. Scholarly World Reward systems in academic institutions have to be ex- tended to comprise not only printed publication, but also the provision of data, i.e. other (enhanced) forms of publication gain an increasing importance Research will depend much more on a multi-technolo- gical and -dimensional access to data and information Reality as the object of scholarly research is not discipli- nary, but urges the transgression of disciplinary bounda- ries (which is a strong real tendency in academia) New disciplinary and trans-disciplinary information cul- tures will have to be developed, including their new I&C forms and their publication modes 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 15
  • 16. Institutions Scholars are today more than in the past dependant on information infrastructure services (libraries, documenta- tion centers, disciplinary information centers etc.), because their information worlds are increasing in complexity The visionary hope from the beginnings of the digital revolution that scholars will organize their information sphere themselves, has proved to be an inviable utopia, because it does not take into account the real work conditions of scholars Institutions have to seriously re-think their role as service organizations for scholarly work 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 16
  • 17. Libraries Libraries are not at all deemed to die away in the Digital Age (articles obtained by readers are continuously increasing), but they will have to adjust to it On one hand, there is an increase in central administra- tive functions: Negotiating bundle agreements, coopera- ting with other libraries, administering access rights etc. On the other hand, there is an increasing need to support scholars in their respective scientific information fields, i.e. scientific personell in libraries should be located in the faculties as advisory and helping staff with a disciplinary academic education i.e the scholarly service function of libraries should be re- vitalized 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 17
  • 18. Research + Development I For the manifold disciplines of scholarship special support, documentation and information centers are necessary They should be as deeply as possible rooted in the various disciplinary cultures A multitude of traits of curation and preservation of data and publications (also dynamic ones) has to be developed Preservation implies special right-of-property problems which have to be solved The problems of lacking standards of scholarly informa- tion and communication have to be tackled 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 18
  • 19. Research + Development II An Example: Center for Embedded Networked Sensing (CENS), a Science and Technology Center based at UCLA with 4 other partner institutions in California. 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 19
  • 20. Research + Development III Development of a „Data Discovery Library“ as a bottom- up approach (because top-down approach of a central „sensorbase“ proved to be unfeasible) From the project's inception (2002) collaboration of the natural scientists and information specialists (among > 100 participants) Implementation of Open Access tools (OAI-ORE protocol, data description bei Dublin Core elements etc.) Core: Studying data practices in the evolution of a major research center, „capture and manage CENS data for use and reuse by others“ (JCDL, 338) by active participation 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 20
  • 21. Education The current notions of „information competence“ or „media competence“ are conceptualized technologically, i.e. they are not sufficiently complex in relation to the new information worlds and needs of an autonomous handling of the new tasks The human ability to mediate between information and reality, to contextualize information, is increasingly important and has to be developed and supported Danger of re-evaluating knowledge (from true/wrong to accessibility, i.e. in/not in Google) Knowledge about Non-Knowledge essential, ability to distinguish both is basis of autonomous human competencies 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 21
  • 22. Competencies Central for human autonomy and individuality remains to be intellect and reason, the power of judgement (Kant) The power of judgement today is largely dependant upon the ability to deal with information from external sources and to deliberately and consciously handle them Today: Principal lack in education towards these compe- tencies („stefi“-study and notebook-university projects in Germany, various international studies) We are lagging behind real development in most curricula and in education in general The younger generation will turn up with new demands, we will have to find ways of a reasonable transgression 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 22
  • 23. Where do we go, how can we go? In practice, in-between forms of organizing scholarly work and publication have emerged, fronts have eroded But: The general situation, especially in Germany, is still characterized largely by the non-existence of a debate on general aims NGO bodies of debate on strategy should be brought into existence (preferably with participance of the resp. Ministry and EU) The discussion and cooperation of the important stake- holders in the field should be positively encouraged We need an upgrading of the role of scholarship in the discussion about future forms of scholarly information and contours of new chances for scholarship 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 23
  • 24. That‘s the end Thank you for your attention! Rudi Schmiede schmiede@ifs.tu‐darmstadt.de 2010, Sept. 10 KRE -International Conference Knowledge-Research-Education, Prague 24