Friday, March 3, 2017

The Amnesiac Civilization: Part 1

Those who cannot remember the past are condemned to repeat it
George Santayana: Life of Reason, Reason in Common Sense (1905)
Who controls the past controls the future. Who controls the present controls the past.
George Orwell: Nineteen Eighty-Four (1949)
Santayana and Orwell correctly perceived that societies in which the past is obscure or malleable are very convenient for ruling elites and very unpleasant for the rest of us. It is at least arguable that the root cause of the recent inconveniences visited upon ruling elites in countries such as the US and the UK was inadequate history management. Too much of the population correctly remembered a time in which GDP, the stock market and bankers' salaries were lower, but their lives were less stressful and more enjoyable.

Two things have become evident over the past couple of decades:
  • The Web is the medium that records our civilization.
  • The Web is becoming increasingly difficult to collect and preserve in order that the future will remember its past correctly.
This is the first in a series of posts on this issue. I start by predicting that the problem is about to get much, much worse. Future posts will look at the technical and business aspects of current and future Web archiving. This post is shorter than usual to focus attention on what I believe is an important message

In a 2014 post entitled The Half-Empty Archive I wrote, almost as a throw-away:
The W3C's mandating of DRM for HTML5 means that the ingest cost for much of the Web's content will become infinite. It simply won't be legal to ingest it.
The link was to a post by Cory Doctorow in which he wrote:
We are Huxleying ourselves into the full Orwell.
He clearly understood some aspects of the problem caused by DRM on the Web:
Everyone in the browser world is convinced that not supporting Netflix will lead to total marginalization, and Netflix demands that computers be designed to keep secrets from, and disobey, their owners (so that you can’t save streams to disk in the clear).
Two recent developments got me thinking about this more deeply, and I realized that neither I nor, I believe, Doctorow comprehended the scale of the looming disaster. It isn't just about video and the security of your browser, important as those are. Here it is in as small a nutshell as I can devise.

Almost all the Web content that encodes our history is supported by one or both of two business models: subscription, or advertising. Currently, neither model works well. Web DRM will be perceived as the answer to both. Subscription content, not just video but newspapers and academic journals, will be DRM-ed to force readers to subscribe. Advertisers will insist that the sites they support DRM their content to prevent readers running ad-blockers. DRM-ed content cannot be archived.

Imagine a world in which archives contain no subscription and no advertiser-supported content of any kind.

Update: the succeeding posts in the series are:

Notes from FAST17

As usual, I attended Usenix's File and Storage Technologies conference. Below the fold, my comments on the presentations I found interesting.

Thursday, March 2, 2017

Injecting Faults in Distributed Storage

I'll record my reactions to some of the papers at the 2017 FAST conference in a subsequent post. But one of them has significant implications for digital preservation systems using distributed storage, and deserves a post to itself. Follow me below the fold as I try to draw out these implications.

Tuesday, February 28, 2017

Bundled APCs Considered Harmful

In More From Mackie-Mason on Gold Open Access I wrote
The publishers ... are pushing bundled APCs to librarians as a way to retain the ability to extract monopoly rents. As the Library Loon perceptively points out:
The key aspect of Elsevier’s business model that it will do its level best to retain in any acquisitions or service launches is the disconnect between service users and service purchasers.
I just realized that there is another pernicious aspect of bundled APC (Author Processing Charges) deals such as the recent deal between the Gates Foundation and AAAS. It isn't just that the deal involves Gates paying over the odds. It is that AAAS gets the money without necessarily publishing any articles. This gives them a financial incentive to reject Gates-funded articles, which would take up space in the journal for which AAAS could otherwise charge an APC.

Thursday, February 23, 2017

Poynder on the Open Access mess

Do not be put off by the fact that it is 36 pages long. Richard Poynder's Copyright: the immoveable barrier that open access advocates underestimated is a must-read. Every one of the 36 pages is full of insight.

Briefly, Poynder is arguing that the mis-match of resources, expertise and motivation makes it futile to depend on a transaction between an author and a publisher to provide useful open access to scientific articles. As I have argued before, Poynder concludes that the only way out is for Universities to act:
As it happens, the much-lauded Harvard open access policy contains the seeds for such a development. This includes wording along the lines of: “each faculty member grants to the school a nonexclusive copyright for all of his/her scholarly articles.” A rational next step would be for schools to appropriate faculty copyright all together. This would be a way of preventing publishers from doing so, and it would have the added benefit of avoiding the legal uncertainty some see in the Harvard policies. Importantly, it would be a top-down diktat rather than a bottom-up approach. Since currently researchers can request a no-questions-asked opt-out, and publishers have learned that they can bully researchers into requesting that opt-out, the objective of the Harvard OA policies is in any case subverted.
Note the word "faculty" above. Poynder does not examine the issue that very few papers are published all of whose authors are faculty. Most authors are students, post-docs or staff. The copyright in a joint work is held by the authors jointly, or if some are employees working for hire, jointly by the faculty authors and the institution. I doubt very much that the copyright transfer agreements in these cases are actually valid, because they have been signed only by the primary author (most frequently not a faculty member), and/or have been signed by a worker-for-hire who does not in fact own the copyright.

Thursday, February 16, 2017

Postel's Law again

Eight years ago I wrote:
In RFC 793 (1981) the late, great Jon Postel laid down one of the basic design principles of the Internet, Postel's Law or the Robustness Principle:
"Be conservative in what you do; be liberal in what you accept from others."
Its important not to lose sight of the fact that digital preservation is on the "accept" side of Postel's Law,
Recently, discussion on a mailing list I'm on focused on the downsides of Postel's Law. Below the fold, I try to explain why most of these downsides don't apply to the "accept" side, which is the side that matters for digital preservation.

Tuesday, February 14, 2017

RFC 4810

A decade ago next month Wallace et al published RFC 4810 Long-Term Archive Service Requirements. Its abstract is:
There are many scenarios in which users must be able to prove the existence of data at a specific point in time and be able to demonstrate the integrity of data since that time, even when the duration from time of existence to time of demonstration spans a large period of time. Additionally, users must be able to verify signatures on digitally signed data many years after the generation of the signature. This document describes a class of long-term archive services to support such scenarios and the technical requirements for interacting with such services.
Below the fold, a look at how it has stood the test of time.