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Scholarly Social
Machines
An Essay
David De Roure @dder
§  Despite many attempts to perturb a scholarly
publishing system that is over 350 years old, it feels
pretty much like business as usual.
§  I argue that we have become trapped inside the
machine, and if we want to change it in an informed
way we need to step outside and take a look.
§  First I describe my lens—what I mean by a social
machine, and the scholarly social machines ecosystem.
§  I close with a list of questions that could be
workshop discussion points.
Edwards, P. N., et al. (2013) Knowledge Infrastructures: Intellectual Frameworks and Research
Challenges. Ann Arbor: Deep Blue. http://hdl.handle.net/2027.42/97552
Social Machines
Real life is and must be full of all kinds of social
constraint – the very processes from which society
arises. Computers can help if we use them to create
abstract social machines on the Web: processes in
which the people do the creative work and the machine
does the administration…
The stage is set for an evolutionary growth of new
social engines. The ability to create new forms of social
process would be given to the world at large, and
development would be rapid.
Berners-Lee, Weaving the Web, 1999 (pp. 172–175)
Social Machines
The	ul'mate	ambi'on	of	SOCIAM	is	to	enable	us	to	
understand	how	the	Social	Machines	evolve	in	the	wild	
and	what	factors	influence	their	success	and	evolu'on.	
Its	aim	is	to	develop	both	theory	and	prac'ce	so	that	we	
can	create	the	next	genera'on	of	Social	Machines.	
sociam.org	
The	Theory	and	Prac'ce	of	Social	Machines
Methods	
Sociality
Observer of
one social
machine
Observers using third
party observatory
Observer of
multiple social
machines
Human
participants in
Social
Machine
Human participants
in multiple Social
Machines
Observer of Social
Machine infrastructure
1	
4	
2	
3	
5	
6	
SM
SM
SM
Scholarly Social Machines
Scholarly
Machines
Ecosystem
RichardO’Bierne
§  But in 2017 we still talk in traditional terms:
§  We talk about data but forget about software.
§  We don’t discuss how citizen science doesn’t fit very well.
§  We forget cultural differences and look for one size fits all.
§  We write yet more reports that say the same things.
§  We try to tackle the problem using traditional
publishing, i.e. with very machines that we believe are
flawed.
§  The antidisintermediationists would rather everyone
stayed inside the machine as we know it, promoting a
revamped status quo instead of a radical rethink.
Stepping outside
Bodleian Libraries
UNIVERSITY OF OXFORD
Social Machines
Metadata
Story of the
First Folio
Social
Machines Annotation
Pip Willcox
Digital	Music	Objects	
David	De	Roure			@dder	
AES,	Berlin,	May	2017	
seman'caudio.ac.uk
MarkSandler
Compose	 Perform	 Record	 Mix	 Distribute	 Discover	 Listen	Share	
Production	 Consumption	
Activities	
Professional	
Casual	Involvement	
Pros	
Pro-ams	
Amateurs	
Fans	
Audiences	
SteveBenford
numbersintonotes.net	
Provenance
Looking back in
1.  The real-time data supply to our research will increase
dramatically. What will this will do to the ecosystem? Is
our knowledge infrastructure ready? Have we rehearsed
the methods, and if so where?
2.  Can we achieve the full potential of shifts in
scholarship, such as citizen science and its
augmentation through machine learning, and facilitate
rather than constrain further innovation?
3.  Are our teams ready? What size research teams will we
work with in the future? What specialists do we need?
How restricted are we by disciplinary silos?
4.  How much will be automated? What percentage of
academic content will be produced by machine?
Consumed by machine?
5.  Which components and processes will become obsolete?
Are we ready to replace rather than revamp?
6.  Once we figure out what we need to do, how do we figure
out the best interventions to achieve it?
7.  How do we use social machines as an abstraction that
helps describe, understand, analyse, and model the
scholarly social machines ecosystem?
8.  How do we evidence the optimum granularities in our
scholarly communications ecosystem on the spectrum
between:
§ Extreme decentralisation, which aims to empower the
individual and community
§ Massive monolithic social platforms, which harness
collective energies to benefit a smaller constituency?
This article is a response to the
Call for Linked Research	
	
https://linkedresearch.org/calls
Thanks to my SOCIAM colleagues at the universities of Southampton and Edinburgh (EPSRC
EP/J017728), my FAST colleagues in Queen Mary University of London and University of
Nottingham (EPSRC EP/L019981), and especially Grant Miller, Dave Murray-Rust, Ségolène
Tarte, Pip Willcox, and the participants in the DHOxSS 2016 Social Humanities workshop.
	
david.deroure@oerc.ox.ac.uk	
www.oerc.ox.ac.uk/people/dder	
@dder	
www.sociam.org
www.semanticaudio.ac.uk
hTp://www.oerc.ox.ac.uk/sites/default/files/users/user384/scholarly-social-machines.html	
hTp://www.slideshare.net/dder/scholarly-social-machines-essay
1.  De Roure, D., (2014). The future of scholarly communications. Insights. 27(3), pp.
233–238. doi: 10.1629/2048-7754.171
2.  Tim Berners-Lee, Mark Fischetti. 1999. Weaving the Web: The Original Design and
Ultimate Destiny of the World Wide Web by its Inventor (1st ed.). Harper San
Francisco.
3.  Edwards, P. N., Jackson, S. J., Chalmers, M. K., Bowker, G. C., Borgman, C. L.,
Ribes, D., Burton, M., & Calvert, S. (2013) Knowledge Infrastructures: Intellectual
Frameworks and Research Challenges. Ann Arbor: Deep Blue. http://
hdl.handle.net/2027.42/97552.
4.  David De Roure and Pip Willcox (2015). Coniunction, with the participation of
Society: Citizens, Scale, and Scholarly Social Machines. Scholarly Communications
Workshop, Boston, MA. April 2015. Available on http://www.academia.edu/
12103878/
5.  David De Roure, Graham Klyne, Kevin R. Page, John Pybus, David M. Weigl,
Matthew Wilcoxson, Pip Willcox (2016). Plans and performances: Parallels in the
production of science and music. 2016 IEEE 12th International Conference on e-
Science, Baltimore, MD, 2016, pp. 185-192. doi: 10.1109/eScience.2016.7870899
References

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Scholarly Social Machines Essay

  • 2. §  Despite many attempts to perturb a scholarly publishing system that is over 350 years old, it feels pretty much like business as usual. §  I argue that we have become trapped inside the machine, and if we want to change it in an informed way we need to step outside and take a look. §  First I describe my lens—what I mean by a social machine, and the scholarly social machines ecosystem. §  I close with a list of questions that could be workshop discussion points.
  • 3. Edwards, P. N., et al. (2013) Knowledge Infrastructures: Intellectual Frameworks and Research Challenges. Ann Arbor: Deep Blue. http://hdl.handle.net/2027.42/97552
  • 5. Real life is and must be full of all kinds of social constraint – the very processes from which society arises. Computers can help if we use them to create abstract social machines on the Web: processes in which the people do the creative work and the machine does the administration… The stage is set for an evolutionary growth of new social engines. The ability to create new forms of social process would be given to the world at large, and development would be rapid. Berners-Lee, Weaving the Web, 1999 (pp. 172–175) Social Machines
  • 8. Observer of one social machine Observers using third party observatory Observer of multiple social machines Human participants in Social Machine Human participants in multiple Social Machines Observer of Social Machine infrastructure 1 4 2 3 5 6 SM SM SM
  • 12. §  But in 2017 we still talk in traditional terms: §  We talk about data but forget about software. §  We don’t discuss how citizen science doesn’t fit very well. §  We forget cultural differences and look for one size fits all. §  We write yet more reports that say the same things. §  We try to tackle the problem using traditional publishing, i.e. with very machines that we believe are flawed. §  The antidisintermediationists would rather everyone stayed inside the machine as we know it, promoting a revamped status quo instead of a radical rethink.
  • 14. Bodleian Libraries UNIVERSITY OF OXFORD Social Machines Metadata Story of the First Folio Social Machines Annotation Pip Willcox
  • 17. Compose Perform Record Mix Distribute Discover Listen Share Production Consumption Activities Professional Casual Involvement Pros Pro-ams Amateurs Fans Audiences SteveBenford
  • 20. 1.  The real-time data supply to our research will increase dramatically. What will this will do to the ecosystem? Is our knowledge infrastructure ready? Have we rehearsed the methods, and if so where? 2.  Can we achieve the full potential of shifts in scholarship, such as citizen science and its augmentation through machine learning, and facilitate rather than constrain further innovation? 3.  Are our teams ready? What size research teams will we work with in the future? What specialists do we need? How restricted are we by disciplinary silos? 4.  How much will be automated? What percentage of academic content will be produced by machine? Consumed by machine?
  • 21. 5.  Which components and processes will become obsolete? Are we ready to replace rather than revamp? 6.  Once we figure out what we need to do, how do we figure out the best interventions to achieve it? 7.  How do we use social machines as an abstraction that helps describe, understand, analyse, and model the scholarly social machines ecosystem? 8.  How do we evidence the optimum granularities in our scholarly communications ecosystem on the spectrum between: § Extreme decentralisation, which aims to empower the individual and community § Massive monolithic social platforms, which harness collective energies to benefit a smaller constituency?
  • 22. This article is a response to the Call for Linked Research https://linkedresearch.org/calls
  • 23. Thanks to my SOCIAM colleagues at the universities of Southampton and Edinburgh (EPSRC EP/J017728), my FAST colleagues in Queen Mary University of London and University of Nottingham (EPSRC EP/L019981), and especially Grant Miller, Dave Murray-Rust, Ségolène Tarte, Pip Willcox, and the participants in the DHOxSS 2016 Social Humanities workshop. david.deroure@oerc.ox.ac.uk www.oerc.ox.ac.uk/people/dder @dder www.sociam.org www.semanticaudio.ac.uk hTp://www.oerc.ox.ac.uk/sites/default/files/users/user384/scholarly-social-machines.html hTp://www.slideshare.net/dder/scholarly-social-machines-essay
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