An exclusive look at data from the controversial web site Sci-Hub reveals that the whole world, both poor and rich, is reading pirated research papers.
Sci Hub has been in the news quite a bit over the past half a year and the bookmarked article here gives some interesting statistics. I’ll preface some of the following editorial critique with the fact that I love John Bohannon’s work; I’m glad he’s spent the time to do the research he has. Most of the rest of the critique is aimed at the publishing industry itself.
From a journalistic standpoint, I find it disingenuous that the article didn’t actually hyperlink to Sci Hub. Neither did it link out (or provide a full quote) to Alicia Wise’s Twitter post(s) nor link to her rebuttal list of 20 ways to access their content freely or inexpensively. Of course both of these are editorial related, and perhaps the rebuttal was so flimsy as to be unworthy of a link from such an esteemed publication anyway.
Sadly, Elsevier’s list of 20 ways of free/inexpensive access doesn’t really provide any simple coverage for graduate students or researchers in poorer countries which are the likeliest group of people using Sci Hub, unless they’re going to fraudulently claim they’re part of a class which they’re not, and is this morally any better than the original theft method? It’s almost assuredly never used by patients, which seem to be covered under one of the options, as the option to do so is painfully undiscoverable past their typical $30/paper firewalls. Their patchwork hodgepodge of free access is so difficult to not only discern, but one must keep in mind that this is just one of dozens of publishers a researcher must navigate to find the one thing they’re looking for right now (not to mention the thousands of times they need to do this throughout a year, much less a career).
Consider this experiment, which could be a good follow up to the article: is it easier to find and download a paper by title/author/DOI via Sci Hub (a minute) versus through any of the other publishers’ platforms with a university subscription (several minutes) or without a subscription (an hour or more to days)? Just consider the time it would take to dig up every one of 30 references in an average journal article: maybe just a half an hour via Sci Hub versus the days and/or weeks it would take to jump through the multiple hoops to first discover, read about, and then gain access and then download them from the over 14 providers (and this presumes the others provide some type of “access” like Elsevier).
Those who lived through the Napster revolution in music will realize that the dead simplicity of their system is primarily what helped kill the music business compared to the ecosystem that exists now with easy access through the multiple streaming sites (Spotify, Pandora, etc.) or inexpensive paid options like (iTunes). If the publishing business doesn’t want to get completely killed, they’re going to need to create the iTunes of academia. I suspect they’ll have internal bean-counters watching the percentage of the total (now apparently 5%) and will probably only do something before it passes a much larger threshold, though I imagine that they’re really hoping that the number stays stable which signals that they’re not really concerned. They’re far more likely to continue to maintain their status quo practices.
Some of this ease-of-access argument is truly borne out by the statistics of open access papers which are downloaded by Sci Hub–it’s simply easier to both find and download them that way compared to traditional methods; there’s one simple pathway for both discovery and download. Surely the publishers, without colluding, could come up with a standardized method or protocol for finding and accessing their material cheaply and easily?
“Hart-Davidson obtained more than 100 years of biology papers the hard way—legally with the help of the publishers. ‘It took an entire year just to get permission,’ says Thomas Padilla, the MSU librarian who did the negotiating.” John Bohannon in Who’s downloading pirated papers? Everyone
Personally, I use use relatively advanced tools like LibX, which happens to be offered by my institution and which I feel isn’t very well known, and it still takes me longer to find and download a paper than it would via Sci Hub. God forbid if some enterprising hacker were to create a LibX community version for Sci Hub. Come to think of it, why haven’t any of the dozens of publishers built and supported simple tools like LibX which make their content easy to access? If we consider the analogy of academic papers to the introduction of machine guns in World War I, why should modern researchers still be using single-load rifles against an enemy that has access to nuclear weaponry?
My last thought here comes on the heels of the two tweets from Alicia Wise mentioned, but not shown in the article:
She mentions that the New York Times charges more than Elsevier does for a full subscription. This is tremendously disingenuous as Elsevier is but one of dozens of publishers for which one would have to subscribe to have access to the full panoply of material researchers are typically looking for. Further, Elsevier nor their competitors are making their material as easy to find and access as the New York Times does. Neither do they discount access to the point that they attempt to find the subscription point that their users find financially acceptable. Case in point: while I often read the New York Times, I rarely go over their monthly limit of articles to need any type of paid subscription. Solely because they made me an interesting offer to subscribe for 8 weeks for 99 cents, I took them up on it and renewed that deal for another subsequent 8 weeks. Not finding it worth the full $35/month price point I attempted to cancel. I had to cancel the subscription via phone, but why? The NYT customer rep made me no less than 5 different offers at ever decreasing price points–including the 99 cents for 8 weeks which I had been getting!!–to try to keep my subscription. Elsevier, nor any of their competitors has ever tried (much less so hard) to earn my business. (I’ll further posit that it’s because it’s easier to fleece at the institutional level with bulk negotiation, a model not too dissimilar to the textbook business pressuring professors on textbook adoption rather than trying to sell directly the end consumer–the student, which I’ve written about before.)
(Trigger alert: Apophasis to come) And none of this is to mention the quality control that is (or isn’t) put into the journals or papers themselves. Fortunately one need’t even go further than Bohannon’s other writings like Who’s Afraid of Peer Review? Then there are the hordes of articles on poor research design and misuse of statistical analysis and inability to repeat experiments. Not to give them any ideas, but lately it seems like Elsevier buying the Enquirer and charging $30 per article might not be a bad business decision. Maybe they just don’t want to play second-banana to TMZ?
Interestingly there’s a survey at the end of the article which indicates some additional sources of academic copyright infringement. I do have to wonder how the data for the survey will be used? There’s always the possibility that logged in users will be indicating they’re circumventing copyright and opening themselves up to litigation.
I also found the concept of using the massive data store as a means of applied corpus linguistics for science an entertaining proposition. This type of research could mean great things for science communication in general. I have heard of people attempting to do such meta-analysis to guide the purchase of potential intellectual property for patent trolling as well.
Finally, for those who haven’t done it (ever or recently), I’ll recommend that it’s certainly well worth their time and energy to attend one or more of the many 30-60 minute sessions most academic libraries offer at the beginning of their academic terms to train library users on research tools and methods. You’ll save yourself a huge amount of time.
His response was probably innocuous enough, but I thought the article should be put to task a bit more.
“35 million academics, independent scholars and graduate students as users, who collectively have uploaded some eight million texts”
35 million users is an okay number, but their engagement must be spectacularly bad if only 8 million texts are available. How many researchers do you know who’ve published only a quarter of an article anywhere, much less gotten tenure?
“the platform essentially bans access for academics who, for whatever reason, don’t have an Academia.edu account. It also shuts out non-academics.”
They must have changed this, as pretty much anyone with an email address (including non-academics) can create a free account and use the system. I’m fairly certain that the platform was always open to the public from the start, but the article doesn’t seem to question the statement at all. If we want to argue about shutting out non-academics or even academics in poorer countries, let’s instead take a look at “big publishing” and their $30+/paper paywalls and publishing models, shall we?
“I don’t trust academia.edu”
Given his following discussion, I can only imagine what he thinks of big publishers in academia and that debate.
“McGill’s Dr. Sterne calls it “the gamification of research,”
Most research is too expensive to really gamify in such a simple manner. Many researchers are publishing to either get or keep their jobs and don’t have much time, information, or knowledge to try to game their reach in these ways. And if anything, the institutionalization of “publish or perish” has already accomplished far more “gamification”, Academia.edu is just helping to increase the reach of the publication. Given that research shows that most published research isn’t even read, much less cited, how bad can Academia.edu really be? [Cross reference: Reframing What Academic Freedom Means in the Digital Age]
If we look at Twitter and the blogging world as an analogy with Academia.edu and researchers, Twitter had a huge ramp up starting in 2008 and helped bloggers obtain eyeballs/readers, but where is it now? Twitter, even with a reasonable business plan is stagnant with growing grumblings that it may be failing. I suspect that without significant changes that Academia.edu (which is a much smaller niche audience than Twitter) will also eventually fall by the wayside.
The article rails against not knowing what the business model is or what’s happening with the data. I suspect that the platform itself doesn’t have a very solid business plan and they don’t know what to do with the data themselves except tout the numbers. I’d suspect they’re trying to build “critical mass” so that they can cash out by selling to one of the big publishers like Elsevier, who might actually be able to use such data. But this presupposes that they’re generating enough data; my guess is that they’re not. And on that subject, from a journalistic viewpoint, where’s the comparison to the rest of the competition including ResearchGate.net or Mendeley.com, which in fact was purchased by Elsevier? As it stands, this simply looks like a “hit piece” on Academia.edu, and sadly not a very well researched or reasoned one.
In sum, the article sounds to me like a bunch of Luddites running around yelling “fire”, particularly when I’d imagine that most referred to in the piece feed into the more corporate side of publishing in major journals rather than publishing it themselves on their own websites. I’d further suspect they’re probably not even practicing academic samizdat. It feels to me like the author and some of those quoted aren’t actively participating in the social media space to be able to comment on it intelligently. If the paper wants to pick at the academy in this manner, why don’t they write an exposé on the fact that most academics still have websites that look like they’re from 1995 (if, in fact, they have anything beyond their University’s mandated business card placeholder) when there are a wealth of free and simple tools they could use? Let’s at least build a cart before we start whipping the horse.
For academics who really want to spend some time and thought on a potential solution to all of this, I’ll suggest that they start out by owning their own domain and own their own data and work. The #IndieWeb movement certainly has an interesting philosophy that’s a great start in fixing the problem; it can be found at http://www.indiewebcamp.com.
I’d played around with many of them in the past, but a recent conversation with Matt Gross about News Genius and their issues in the last week reminded me about internet annotation platforms. Since some of what I write here is academic in nature, I thought I would add native Hypothes.is Annotation support to the site.
If you haven’t heard about it before, you might find the ability to highlight and annotate web pages very useful. Hypothesis allows for public or private highlights and notes and it can be a very useful extension of one’s commonplace book.
At the moment, I’m not sure where it all fits into the IndieWeb infrastructure I’m building here, but, at least for the moment, I’d hope that those making public annotations and notes will also enter their commentary into the comments either here on the blog or by way of syndicated versions on Facebook or Twitter so that they’re archived here for posterity. (Keep in mind site-deaths are prevalent and even Hypothes.is acknowledges in a video on their homepage that there have been many incarnations of web annotations that have come and gone in the life of the internet.) Perhaps one day there will be a federated and cross-linked version of highlights and annotations in the IndieWeb universe with webmentions included?!
Educators and researchers interested in using web annotation are encouraged to visit the wealth of information provided by providers like Hypothes.is and Genius.com. In particular, the Hypothes.is blog has some great material and examples over the past year, and they have a special section for educators as well.
As it’s similar in functionality to highlighting on the web, I’ll remind users that we also still support Kevin Marks’sfragmentions as well.
If anyone is aware of people or groups working on the potential integration of the IndieWeb movement (webmentions) and web annotation/highlighting, please include them in the comments below–I’d really appreciate it.
It’s almost like they write some of this stuff just for me. Though I was already aware of most of the movies they mentioned, they did miss a few:
Washington Square (1997) directed by Agnieszka Holland in Hollywood Pictures/Caravan Pictures production has a stunning cameo of the interior of the Peabody Library – this cameo is the only reason I vaguely remember the film at all.
The Johns Hopkins Science Review (1948-1955) This production is also particularly notable as being the television debut (October 8, 1951) of actor and alum John Astin who now heads the JHU Drama program and for whom the eponymous theater in the Merrick Barn is named.
Fratricide (1966) – A very independent short black and white film (with no credits) starring professor Richard Macksey that was produced by a group of students which included later Hollywood luminaries Walter Murch (who just a few years later co-wrote THX 1138 with George Lucas), Caleb Deschanel, and Matthew Robbins, who coincidentally co-wrote Crimson Peak with Guillermo del Torro which comes out in theaters today.
I have a nagging feeling there are a few more, but they’re just not coming to me at the moment…
By the way, for those suffering through Head of State, you should know in advance that the Shriver Hall scene doesn’t appear until the very end of the movie and then plays through the credits.
More like Johns Hopkins, Fall 2009. Johns Hopkins was a prettier more “college-y” campus, so it got cast over Harvard as Harvard in “The Social Network.”
Congratulations on your new math class, and welcome to the “family”!
Beginners Welcome!
Invariably the handful of new students every year eventually figure the logistics of campus out, but it’s easier and more fun to know some of the options available before you’re comfortable halfway through the class. To help get you over the initial hump, I’ll share a few of the common questions and tips to help get you oriented. Others are welcome to add comments and suggestions below. If you have any questions, feel free to ask anyone in the class, we’re all happy to help.
First things first, for those who’ve never visited UCLA before, here’s a map of campus to help you orient yourself. Using the Waze app on your smartphone can also be incredibly helpful in getting to campus more quickly through the tail end of rush hour traffic.
Whether you’re a professional mathematician, engineer, physicist, physician, or even a hobbyist interested in mathematics you’ll be sure to get something interesting out of Dr. Miller’s math courses, not to mention the camaraderie of 20-30 other “regulars” with widely varying backgrounds (from actors to surgeons and evolutionary theorists to engineers) who’ve been taking almost everything Mike has offered over the years (and yes, he’s THAT good — we’re sure you’ll be addicted too.) Whether you’ve been away from serious math for decades or use it every day or even if you’ve never gone past Calculus or Linear Algebra, this is bound to be the most entertaining thing you can do with your Tuesday nights in the Autumn and Winter. If you’re not sure what you’re getting into (or are scared a bit by the course description), I highly encourage to come and join us for at least the first class before you pass up on the opportunity. I’ll mention that the greater majority of new students to Mike’s classes join the ever-growing group of regulars who take almost everything he teaches subsequently.
Don’t be intimidated if you feel like everyone in the class knows each other fairly well — most of us do. Dr. Miller and mathematics can be addictive so many of us have been taking classes from him for 5-20+ years, and over time we’ve come to know each other.
Tone of Class
If you’ve never been to one of Dr. Miller’s classes before, they’re fairly informal and he’s very open to questions from those who don’t understand any of the concepts or follow his reasoning. He’s a retired mathematician from RAND and long-time math professor at UCLA. Students run the gamut from the very serious who read multiple textbooks and do every homework problem to hobbyists who enjoy listening to the lectures and don’t take the class for a grade of any sort (and nearly every stripe in between). He’ll often recommend a textbook that he intends to follow, but it’s never been a “requirement” and more often that not, the bookstore doesn’t list or carry his textbook until the week before class. (Class insiders will usually find out about the book months before class and post it to the Google Group – see below).
His class notes are more than sufficient for making it through the class and doing the assigned (optional) homework. He typically hands out homework in handout form, so the textbook is rarely, if ever, required to make it through the class. Many students will often be seen reading various other texts relating to the topic at hand as they desire. Usually he’ll spend an 45-60 minutes at the opening of each class after the first to go over homework problems or questions that anyone has.
For those taking the class for a grade or pass/fail, his usual policy is to assign a take home problem set around week 9 or 10 to be handed in at the penultimate class. [As a caveat, make sure you check his current policy on grading as things may change, but the preceding has been the usual policy for a decade or more.]
Parking Options
Lot 9 – Located at the northern terminus of Westwood Boulevard, one can purchase a parking pass for about $12 a day at the kiosk in the middle of the street just before Westwood Blvd. ends. The kiosk is also conveniently located right next to the parking structure. If there’s a basketball game or some other major event, Lot 8 is just across the street as well, though it’s just a tad further away from the Math Sciences Building. Since more of the class uses this as their parking structure of choice, there is always a fairly large group walking back there after class for the more security conscious.
Lot 2 – Located off of Hilgard Avenue, this is another common option for easy parking as well. While fairly close to class, not as many use it as it’s on the quieter/darker side of campus and can be a bit more of a security issue for the reticent.
Tip: For those opting for on-campus parking, one can usually purchase a quarter-long parking pass for a small discount at the beginning of the term.
Westwood Village and Neighborhood – Those looking for less expensive options street parking is available in the surrounding community, but use care to check signs and parking meters as you assuredly will get a ticket. Most meters in the surrounding neighborhoods end at either 6pm or 8pm making parking virtually free (assuming you’re willing to circle the neighborhood to find one of the few open spots.)
Broxton Avenue Public Parking at 1036 Broxton Avenue just across from the Fox Village and Bruin Theaters – $3 for entering after 6pm / $9 max for the day
Geffen Playhouse Parking at 10928 Le Conte Ave. between Broxton and Westwood – price varies based on the time of day and potential events (screenings/plays in Westwood Village) but is usually $5 in the afternoon and throughout the evening
Dining Options
More often than not a group of between 4 and 15 students will get together every evening before class for a quick bit to eat and to catch up and chat. This has always been an informal group and anyone from class is more than welcome to join. Typically we’ll all meet in the main dining hall of Ackerman Union (Terrace Foodcourt, Ackerman Level 1) between 6 and 6:30 (some with longer commutes will arrive as early as 3-4pm, but this can vary) and dine until about 6:55pm at which time we walk over to class.
The food options on Ackerman Level 1 include Panda Express, Rubio’s Tacos, Sbarro, Wolfgang Puck, and Greenhouse along with some snack options including Wetzel’s Pretzels and a candy store. One level down on Ackerman A-level is a Taco Bell, Carl’s Jr., Jamba Juice, Kikka, Buzz, and Curbside, though one could get takeout and meet the rest of the “gang” upstairs.
There are also a number of other on-campus options as well though many are a reasonable hike from the class location. The second-closest to class is the Court of Sciences Student Center with a Subway, Yoshinoya, Bombshelter Bistro, and Fusion.
Naturally, for those walking up from Westwood Village, there are additional fast food options like In-N-Out, Chick-fil-A, Subway, and many others.
Killing Time
For those who’ve already eaten or aren’t hungry, you’ll often find one or more of us browsing the math and science sections of the campus bookstore on the ground level of Ackerman Union to kill time before class. Otherwise there are usually a handful of us who arrive a half an hour early and camp out in the classroom itself (though this can often be dauntingly quiet as most use the chance to catch up on reading here.) If you arrive really early, there are a number of libraries and study places on campus. Boelter Hall has a nice math/science library on the 8th Floor.
Mid-class Break Options
Usually about halfway through class we’ll take a 10-12 minute coffee break. For those with a caffeine habit or snacking urges, there are a few options:
Kerckhoff Hall Coffee Shop is just a building or two over and is open late as snack stop and study location. They offer coffee and various beverages as well as snacks, bagels, pastries, and ice cream. Usually 5-10 people will wander over as a group to pick up something quick.
The Math Sciences Breezeway, just outside of class, has a variety of soda, coffee, and vending machines with a range of beverages and snacks. Just a short walk around the corner will reveal another bank of vending machines if your vice isn’t covered. The majority of class will congregate in the breezeway to chat informally during the break.
The Court of Sciences Student Center, a four minute walk South, with the restaurant options noted above if you need something quick and more substantial, though few students use this option at the break.
Bathrooms – The closest bathrooms to class are typically on the 5th floor of the Math Sciences Building. The women’s is just inside the breezeway doors and slightly to the left. The men’s rooms are a bit further and are either upstairs on the 6th floor (above the women’s), or a hike down the hall to the left and into Boelter hall. I’m sure the adventurous may find others, but take care not to get lost.
Informal Class Resources
Google Group
Over the years, as an informal resource, members of the class have created and joined a private Google Group (essentially an email list-serv) to share thoughts, ideas, events, and ask questions of each other. There are over 50 people in the group, most of whom are past Miller students, though there are a few other various mathematicians, physicists, engineers, and even professors. You can request to join the private group to see the resources available there. We only ask that you keep things professional and civil and remember that replying to all reaches a fairly large group of friends. Browsing through past messages will give you an idea of the types of posts you can expect. The interface allows you to set your receipt preferences to one email per message posted, daily digest, weekly digest, or no email (you’re responsible for checking the web yourself), so be sure you have the setting you require as some messages are more timely than others. There are usually only 1-2 posts per week, so don’t expect to be inundated.
Study Groups
Depending on students’ moods, time requirements, and interests, we’ve arranged informal study groups for class through the Google Group above. Additionally, since Dr. Miller only teaches during the Fall and Winter quarters, some of us also take the opportunity to set up informal courses during the Spring/Summer depending on interests. In the past, we’ve informally studied Lie Groups, Quantum Mechanics, Algebraic Geometry, and Category Theory in smaller groups on the side.
Dropbox
As a class resource, some of us share a document repository via Dropbox. If you’d like access, please make a post to the Google Group.
Class Notes
Many people within the class use Livescribe.com digital pens to capture not only the written notes but the audio discussion that occurred in class as well (the technology also links the two together to make it easier to jump around within a particular lecture). If it helps to have a copy of these notes, please let one of the users know you’d like them – we’re usually pretty happy to share. If you miss a class (sick, traveling, etc.) please let one of us know as the notes are so unique that it will be almost like you didn’t miss anything at all.
You can typically receive a link to the downloadable version of the notes in Livescribe’s Pencast .pdf format. This is a special .pdf file but it’s a bit larger in size because it has an embedded audio file in it that is playable with the more recent version of Adobe Reader X (or above) installed. (This means to get the most out of the file you have to download the file and open it in Reader X to get the audio portion. You can view the written portion in most clients, you’ll just be missing out on all the real fun and value of the full file.) With the notes, you should be able to toggle the settings in the file to read and listen to the notes almost as if you were attending the class live.
Viewing and Playing a Pencast PDF
Pencast PDF is a new format of notes and audio that can play in Adobe Reader X or above.
You can open a Pencast PDF as you would other PDF files in Adobe Reader X. The main difference is that a Pencast PDF can contain ink that has associated audio—called “active ink”. Click active ink to play its audio. This is just like playing a Pencast from Livescribe Online or in Livescribe Desktop. When you first view a notebook page, active ink appears in green type. When you click active ink, it turns gray and the audio starts playing. As audio playback continues, the gray ink turns green in synchronization with the audio. Non-active ink (ink without audio) is black and does not change appearance.
Audio Control Bar
Pencast PDFs have an audio control bar for playing, pausing, and stopping audio playback. The control bar also has jump controls, bookmarks (stars), and an audio timeline control.
Active Ink View Button
There is also an active ink view button. Click this button to toggle the “unwritten” color of active ink from gray to invisible. In the default (gray) setting, the gray words turn green as the audio plays. In the invisible setting, green words seem to write themselves on blank paper as the audio plays.
History
For those interested in past years’ topics, here’s the list I’ve been able to put together thus far:
t’s the beginning of yet another quarter/semester (or ovester, if you prefer) and a new crop of inquiries have come up around selling back used textbooks and purchasing new textbooks for upcoming classes. I’m not talking about the philosophical discussion about choosing your own textbooks that I’ve mentioned before. I’m considering, in the digital era,
What are the best options for purchasing, renting, or utilizing textbook products in what is a relatively quickly shifting market?
The popular press has a variety of evergreen stories that hit the wire at the beginning of each semester that scratch just the surface of the broader textbook issue or focus on one tiny upstart company that promises to drastically disrupt the market (yet somehow never does), but these articles never delve just a bit deeper into the market to give a broader array of ideas and, more importantly, solutions for the students/parents who are spending the bulk of the money to support the inequalities the market has built.
I aim to facilitate some of this digging and revealing based on years of personal book buying experience as well as having specified textbooks as an instructor in the past.
Reading Formats
Most current students won’t have been born late enough that electronic files for books and texts will have been common enough to prefer them over physical texts, but with practice and time, many will prefer electronic texts in the long term, particularly as one can highlight, mark up, and more easily search, store, and even carry electronic texts.
Before taking a look at the pure economics of the market for the various forms of purchase, resale, or even renting, one should first figure out one’s preference for reading format. There are obviously many different means of learning (visual, auditory, experiential, etc.) which some will prefer over others, so try to tailor your “texts” to your preferred learning style as much as possible. For those who prefer auditory learning modes, be sure to check out alternatives like Audible or the wealth of online video/audio materials that have proliferated in the MOOC revolution. For those who are visual learners or who learn best by reading, do you prefer ebook formats over physical books? There are many studies showing the benefit of one over the other, but some of this comes down to personal preference and how comfortable one is with particular formats. Most current students won’t have been born late enough that electronic files for books and texts will have been common enough to prefer them over physical texts, but with practice and time, many will prefer electronic texts in the long term, particularly as one can highlight, mark up, and more easily search, store, and even carry electronic texts. It’s taken me (an avowed paper native) several years, but I now vastly prefer to have books in electronic format for some of the reasons indicated above in addition to the fact that I can carry a library of 2,500+ books with me almost anywhere I go. I also love being able to almost instantly download anything that I don’t currently own but may need/want.
The one caveat I’ll mention, particularly for visual learners (or those with pseudo-photographic or eidetic memory), is that they attempt to keep a two-page reading format on their e-reading devices as their long-term memory for reading will increase with the ability to place the knowledge on the part of the page(s) where they originally encountered it (that is, I remember seeing that particular item on the top left, or middle right portion of a particular page.) Sometimes this isn’t always possible due to an e-reader’s formatting capabilities or the readability of the size of the text (for example, a .pdf file on a Kindle DX would be preferable to the same file on a much smaller smartphone) , but for many it can be quite helpful. Personally, I can remember where particular words and grammatical constructs appeared in my 10th grade Latin text many years later while I would be very unlikely to be able to do this with the presentation of some modern-day e-readers or alternate technologies like rapid serial visual presentation (RSVP).
Purchasing Options
Purchasing to Keep
Personally, as a student and a bibliophile (read: bibliomaniac), I would typically purchase all of the physical texts for all of my classes. I know this isn’t a realizable reality for everyone, so, for the rest, I would recommend purchasing all of the texts (physical or electronic, depending on one’s preference for personal use) in one’s main area of study, which one could then keep for the long term and not sell back. This allows one to build a library that will serve as a long term reference for one’s primary area(s) of study.
Renting vs Short-term Ownership
In general, I’m opposed to renting books or purchasing them for a semester or year and then returning them for a partial refund. It’s rarely a great solution for the end consumer who ends up losing the greater value of the textbook. Even books returned and sold later as used, often go for many multiples of their turn in price the following term, so if it’s a newer or recent edition, it’s probably better to hold on to it for a few months and then sell it for a used price, slightly lower than the college bookstore’s going rate.
Free Texts
For tangential texts in classes I know I don’t want to keep for the long term, I’d usually find online versions or borrow (for free) from the local college or public library (many books are available electronically through the library or are borrow-able through the library reserve room.)
Most public libraries use systems like Overdrive, Axis 360 (Baker & Taylor), Adobe Digital Editions, 3M Cloud Library, etc. to allow students to check out a broad array of fiction and non-fiction for free for loan terms from as short as a week up to a month or more. Additionally well-known websites like the Project Gutenberg and Archive.org have lots of commonly used texts available for free download in a broad variety of formats. This includes a lot of classic fiction, philosophy, and other texts used in the humanities. Essentially most works published in the United States prior to 1923 and many additional texts published after this as well can be found in the public domain. Additional information on what is in the public domain can be found here: Copyright Term and Public Domain in the United States.
Often college students forget that they’re not just stuck with their local institutional library, so I’ll remind everyone to check out their local public library(s) as well as other nearby institutional libraries and inter-library loan options which may give them longer term loan terms.
General Economics in the Textbook Market
One of the most important changes in the textbook market that every buyer should be aware of: last year in Kirtsaeng v. John Wiley & Sons, Inc.the US Supreme Court upheld the ability for US-based students to buy copies of textbooks printed in foreign countries (often at huge cut-rate prices) [see also Ars Technica]. This means that searching online bookstores in India, Indonesia, Pakistan, etc. will often find the EXACT same textbooks (usually with slightly different ISBNs, and slightly cheaper paper) for HUGE discounts in the 60-95% range.
Example: I recently bought an international edition of Walter Rudin’s Principles of Mathematical Analysis (Amazon $121) for $5 (and it even happened to ship from within the US for $3). Not only was this 96% off of the cover price, but it was 78% off of Amazon’s rental price! How amazing is it to spend almost as much to purchase a book as it is to ship it to yourself!? I’ll also note here that the first edition of this book appeared in 1964 and this very popular third edition is from 1976, so it isn’t an example of “edition creep”, but it’s still got a tremendous mark up in relation to other common analysis texts which list on Amazon for $35-50.
For some of the most expensive math/science/engineering texts one can buy an edition one or two earlier than the current one. In these cases, the main text changes very little, if any, and the primary difference is usually additional problems in the homework sections (which causes small discrepancies in page number counts). If necessary, the problem sets can be easily obtained via the reserve room in the library or by briefly borrowing/photocopying problems from classmates who have the current edition. The constant “edition-churning” by publishers is mean to help prop up high textbook prices.
Definition: “Edition Churning” or “Edition Creep“: a common practice of textbook publishers of adding scant new material, if any, to textbooks on a yearly or every-other-yearly basis thereby making older editions seem prematurely obsolete and thereby propping up the prices of their textbooks. Professors who blithely utilize the newest edition of a texbook are often unknowingly complicit in propping up prices in these situations.
Book Outlets
Bookstores
One may find some usefulness or convenience in traditional bookstores, particularly Barnes & Noble, the last of the freestanding big box retailers. If you’re a member of their affinity program and get an additional discount for ordering books directly through them, then it may not be a horrible idea to do so. Still, they’re paying for a relatively large overhead and it’s likely that you’ll find cheaper prices elsewhere.
Campus bookstores
These are becoming increasingly lean and many may begin disappearing over the next decade or so, much the way many traditional bookstores have disappeared in the last decade with the increasing competition online. Because many students aren’t the best at price comparison, however, and because of their position in the economic chain, many are managing to hang on quite well. Keep in mind that many campus bookstores have fine print deals in which they’ll match or beat pricing you find online, so be sure to take advantage of this fact, particularly when shipping from many services will make an equivalent online purchase a few dollars more expensive.
Used bookstores
There are fewer and fewer of these around these days and even fewer textbook-specific stores that traditionally sprouted up next to major campuses. This last type may not be a horrible place to shop, but they’re likely to specialize in used texts of only official texts. Otherwise, general used bookstores are more likely to specialize in paperbacks and popular used fiction and have very lean textbook selection, if any.
Online Retailers
Naturally when shopping for textbooks there are a veritable wealth of websites to shop around online including: Amazon, Alibris, Barnes & Noble, AbeBooks, Google Play, Half/EBay. Chegg, Valore, CampusBookRentals, TextBooks.com, and ECampus. But in the Web2.0 world, we can now uses websites with even larger volumes of data and meta-data as a clearing-house for our shopping. So instead of shopping and doing price comparison at the dozens of competing sites, why not use a meta-site to do the comparison for us algorithmically and much more quickly.
Meta-Retailers
There are a variety of meta-retailer shopping methods including several browser plugins and comparison sites (Chrome, Firefox, InvisibleHand, PriceBlink, PriceGong, etc.) that one can install to provide pricing comparisons, so that, for example, while shopping on Amazon, one will see lower priced offerings from their competitors. However, possibly the best website I’ve come across for cross-site book comparisons is GetTextbooks.com. One can easily search for textbooks (by author, title, ISBN, etc.) and get back a list of retailers with copies that is sortable by price (including shipping) as well as by new/used and even by rental availability. They even highlight one entry algorithmicly to indicate their recommended “best value”.
Similar to GetTextbooks is the webservice SlugBooks, though it doesn’t appear to search as many sites or present as much data.
When searching for potential textbooks, don’t forget that one can “showroom” the book in one’s local bookstore or even at one’s local library(s). This is particularly useful if one is debating whether or not to take a particular class, or if one is kicking tires to see if it’s really the best book for them, or if they should be looking at other textbooks.
From an economic standpoint, keep in mind there is usually more availability and selection on editions bought a month or so before the start of classes, as often-used texts are used by thousands of students over the world, thus creating a spot market for used texts at semester and quarter starts. Professors often list their textbooks when class listings for future semesters are released, so students surfing for the best deals for used textbooks can very often find them in mid-semester (or mid-quarter) well before the purchasing rush begins for any/most titles.
Black Market
And finally, there is also the black market (also known as outright theft), which is usually spoken of in back-channels either online or in person. Most mainstream articles which reference this portion of the market usually refer tangentially to a grey market in which one student passes along a .pdf or other pirated file to fellow students rather than individual students being enterprising enough to go out hunting for their own files.
Most will know of or have heard about websites like PirateBay, but there are a variety of lesser-known torrent sites which are typically hosted in foreign countries which extend beyond the reach of the United States Copyright law enforcement. Increasingly, mega-pirate websites in the vein of the now-defunct Library.nu (or previously Gigapedia) or the slowly dying empire of Library Genesis are hiding all over the web and become quick and easy clearing houses for pirated copies of ebooks, typically in .pdf or .djvu formats, though many are in .epub, .mobi, .azw, or alternate e-book formats. The typical set up for these sites is one or more illegal file repositories for allowing downloads with one (or more) primary hubs that don’t necessarily store the pirated materials, but instead serve as a searchable hub which points to the files.
Creative advanced searches for book authors, titles, ISBNs along with the words .pdf, .djvu, torrent, etc. can often reveal portions of this dark web. Naturally, caveat emptor applies heavily to these types of sites as often files can be corrupted or contain viruses to unwary or unwitting thieves. Many of these sites may attempt to extract a small token monthly fee as a subscription or will rely heavily on serving banner advertising to help to offset large web hosting and traffic fees associated with their maintenance, though it is posited that many of them make in the millions of dollars in profit annually due to advertising arrangements, though this is incredibly hard to validate given the nature of these types of markets and how they operate.
Rather than stoop as low as finding textbooks on the black market this way, students should place pressure on their professors, the faculty of their departments, and their colleges or universities to help assist in smoothing out some of the pricing inequities in the system (see below). In the long run, this will not only tend to help them, but many future generations of students who will be left adrift in the market otherwise.
Long Term Solution(s) to Improving the Textbook Market
The biggest primary issue facing the overpriced textbook market is that the end consumers of the textbooks aren’t really firmly in charge of the decision of which textbook to purchase. This is why I advocate that students research and decide by themselves which textbook they’re going to use and whether or not they really need to make that purchase. Instead, individual professors or the departments for which they work are dictating the textbooks that will be purchased. The game theory dynamics behind this small decision are the massive fulcrum which allows the publishing industry to dictate their own terms. Students (and parents) should, in a sense, unionize and make their voices heard not only to the professors, but to the departments and even the colleges/universities which they’re attending. If universities took a strong stance on how the markets worked, either for or against them and their students, they could create strong market-moving forces to drastically decrease the cost of textbooks.
The other larger issue is that market forces aren’t allowed to play out naturally in the college textbook market. Publishers lean on professors and departments to “adopt” overpriced textbooks. These departments in turn “require” these texts and students aren’t questioning enough to use other texts for fear of not succeeding in courses. If the system were questioned, they’d realize that instead of their $200-300 textbook, they could easily purchase alternate, equivalent, and often even better textbooks for $20-50. To put things into perspective, the time, effort, energy, and production cost for the typical book isn’t drastically different than the average textbook, yet we’re not paying $250 for a copy of the average new hardcover on the best seller list. I wouldn’t go so far as to say that universities, departments, and professors are colluding with publishers, but they’re certainly not helping to make the system better.
I’ve always taken the view that the ‘required’ textbook was really just a ‘suggestion’. (Have you ever known a professor to fail a student for not purchasing the ‘required’ textbook?!)
In past generations, one of the first jobs of a student was to select their own textbook. Reverting back to this paradigm may help to drastically change the economics of the situation. For the interested students, I’ve written a bit about the philosophy and mechanics here: On Choosing Your Own Textbooks.
Basic economics 101 theory of supply and demand would typically indicate to us that basic textbooks for subjects like calculus, intro physics, or chemistry that are used by very large numbers of students should be not only numerous, but also very cheap, while more specialized books like Lie Groups and Lie Algebras or Electromagnetic Theory should be less numerous and also more expensive. Unfortunately and remarkably, the most popular calculus textbooks are 2-5 times more expensive than their advanced abstract mathematical brethren and similarly for introductory physics texts versus EM theory books.
To drastically cut down on these market inequities, when possible, Colleges and Universities should:
Heavily discourage “edition creep” or “edition churning” when there really aren’t major changes to textbooks. In an online and connected society, it’s easy enough to add supplemental errata or small amounts of supplemental material by means of the web.
Quit making institution-specific readers and sub-editions of books for a specific department
If they’re going to make departmental level textbook choices, they should shoulder the burden of purchasing all the textbooks in quantity (and taking quantity discounts). I’ll note here, that students shouldn’t encourage institutions to bundle the price of textbooks into their tuition as then there is a “dark curtain,” which allows institutions to take the drastic mark-ups for themselves instead of allowing the publishers to take it or passing it along to their students. Cross-reference Benjamin Ginsberg’s article Administrators Ate My Tuition or his much longer text The Fall of the Faculty (Oxford University Press, 2013).
Discourage the use of unpopularly used textbooks written by their own faculty. Perhaps a market share of 5-10% or more should be required for a common textbook to be usable by a department, and, until that point, the professor should compete aggressively to build market share? This may help encourage professors to write new original texts instead of producing yet-another-introductory-calculus-textbook that no one needs.
Discourage packaged electronic supplemental materials, which
are rarely used by students,
could be supplied online for free as a supplement,
and often double or triple the price of a textbook package.
Strongly encourage professors to supply larger lists of relatively equivalent books and encourage their students to make their purchase choices individually.
Consider barring textbook sales on campus and relying on the larger competitive market to supply textbooks to students.
Calibre: E-book and Document Management Made Simple
As an added bonus, for those with rather large (or rapidly growing) e-book collections, I highly recommend downloading and using the free Calibre Library software. For my 2000+ e-books and documents, this is an indispensable program that is to books as iTunes is to music. I also use it to download dozens of magazines and newspapers on a daily basis for reading on my Kindle. I love that it’s under constant development with weekly updates for improved functionality. It works on all major OSes and is compatible with almost every e-reader on the planet. Additionally, plug-ins and a myriad of settings allow for additional extensibility for integration with other e-book software and web services (for example: integration with GoodReads or the ability to add additional data and meta-data to one’s books.)
Be sure to read through the commentary on some of these posts for some additional great information.
What other textbook purchasing services and advice can you offer the market?
I invite everyone to include their comments and advice below as I’m sure I haven’t covered the topic completely or there are bound to be new players in the space increasing competition as time goes by.
I recently saw the question “Why aren’t math textbooks more straightforward?” on Quora.
In fact, I would argue that most math textbooks are very straightforward!
The real issue most students are experiencing is one of relativity and experience. Mathematics is an increasingly sophisticated, cumulative, and more complicated topic the longer you study it. Fortunately, over time, it also becomes easier, more interesting, and intriguingly more beautiful.
As an example of what we’re looking at and what most students are up against, let’s take the topic of algebra. Typically in the United States one might take introductory algebra in eighth grade before taking algebra II in ninth or tenth grade. (For our immediate purposes, here I’m discounting the potential existence of a common pre-algebra course that some middle schools, high schools, and even colleges offer.) Later on in college, one will exercise one’s algebra muscles in calculus and may eventually get to a course called abstract algebra as an upper-level undergraduate (in their junior or senior years). Most standard undergraduate abstract algebra textbooks will cover ALL of the material that was in your basic algebra I and algebra II texts in about four pages and simply assume you just know the rest! Naturally, if you started out with the abstract algebra textbook in eighth grade, you’d very likely be COMPLETELY lost. This is because the abstract algebra textbook is assuming that you’ve got some significant prior background in mathematics (what is often referred to in the introduction to far more than one mathematics textbook as “mathematical sophistication”, though this phrase also implicitly assumes knowledge of what a proof is, what it entails, how it works, and how to actually write one).
Following the undergraduate abstract algebra textbook there’s even an additional graduate level course (or four) on abstract algebra (or advanced subtopics like group theory, ring theory, field theory, and Galois theory) that goes into even more depth and subtlety than the undergraduate course; the book for this presumes you’ve mastered the undergraduate text and goes on faster and further.
A Weightlifting Analogy
To analogize things to something more common, suppose you wanted to become an Olympic level weightlifter. You’re not going to go into the gym on day one and snatch and then clean & jerk 473kg! You’re going to start out with a tiny fraction of that weight and practice repeatedly for years slowly building up your ability to lift bigger and bigger weights. More likely than not, you’ll also very likely do some cross-training by running, swimming, and even lifting other weights to strengthen your legs, shoulder, stomach, and back. All of this work may eventually lead you to to win the gold medal in the Olympics, but sooner or later someone will come along and break your world record.
Mathematics is certainly no different: one starts out small and with lots of work and practice over time, one slowly but surely ascends the rigors of problems put before them to become better mathematicians. Often one takes other courses like physics, biology, and even engineering courses that provide “cross-training.” Usually when one is having issues in a math class it’s because they’re either somehow missing something that should have come before or because they didn’t practice enough in their prior classwork to really understand all the concepts and their subtleties. As an example, the new material in common calculus textbooks is actually very minimal – the first step in most problems is the only actual calculus and the following 10 steps are just practicing one’s algebra skills. It’s usually in carrying out the algebra that one makes more mistakes than in the actual calculus.
Often at the lower levels of grade-school mathematics, some students can manage to just read a few examples and just seem to “get” the answers without really doing a real “work out.” Eventually they’ll come to a point at which they hit a wall or begin having trouble, and usually it comes as the result of not actually practicing their craft. One couldn’t become an Olympic weightlifter by reading books about weightlifting, they need to actually get in the gym and workout/practice. (Of course, one of the places this analogy breaks down is that weightlifting training is very linear and doesn’t allow one to “skip around” the way one could potentially in a mathematics curriculum.)
I’m reminded of a quote by mathematician Pierre Anton Grillet: “…algebra is like French pastry: wonderful, but cannot be learned without putting one’s hands to the dough.” It is one of the most beautiful expressions of the recurring sentiment written by almost every author into the preface of nearly every mathematics text at or above the level of calculus. They all exhort their students to actually put pencil to paper and work through the logic of their arguments and the exercises to learn the material and gain some valuable experience. I’m sure that most mathematics professors will assure you that in the end, only a tiny fraction of their students actually do so. Some of the issue is that these exhortations only come in textbooks traditionally read at the advanced undergraduate level, when they should begin in the second grade.
“Algebra is like French Pastry: wonderful, but cannot be learned without putting one’s hands to the dough.” -Pierre Anton Grillet
“It’s Easy to See”
A common phrase in almost every advanced math textbook on the planet is the justification, “It’s easy to see.” The phrase, and those like it, should be a watchword for students to immediately be on their guard! The phrase is commonly used in proofs, discussions, conversations, and lectures in which an author or teacher may skip one or more steps which she feels should be obvious to her audience, but which, in fact, are far more commonly not obvious.
It’s become so cliche that some authors actually mention specifically in their prefaces that they vow not to use the phrase, but if they do so, they usually let slip some other euphemism that is its equivalent.
The problem with the phrase is that everyone, by force of their own circumstances and history, will view it completely differently. A step that is easy for someone with a Ph.D. who specialized in field theory to “see” may be totally incomprehensible for a beginning student of algebra I in the same way that steps that were easy for Girgory Perelman to see in his proof of the Poincaré conjecture were likewise completely incomprehensible for teams of multiple tenured research professors of mathematics to see. (cross reference: The Poincaré Conjecture: In Search of the Shape of the Universe by Donal O’Shea (Walker & Co., 2007))
How to Actively Read a Math Text
The Problem
So how are students to proceed? It will certainly help to see a broader road map of what lies ahead and what the expected changes in terrain will look like. It will also help greatly if students have a better idea how to approach mathematics for themselves and even by themselves in many cases.
In my opinion, the most common disconnect occurs somewhere between high school mathematics and early college mathematics (usually a calculus sequence, linear algebra) and then again between linear algebra/differential equations (areas which usually have discussion followed by examples and then crank-out problems) and higher abstract mathematical areas like analysis, abstract algebra, topology (areas in which the definition-theorem-proof cycle of writing is more common and seemingly more incomprehensible to many).
The first big issue in early college mathematics is the increased speed at which college courses move. Students used to a slower high school pace where the teachers are usually teaching to the middle or lower end of the class get caught unaware as their college professors teach to the higher ability students and aren’t as afraid to leave the lower end of the spectrum behind. Just like high school athletes are expected to step up their game when they make the transition to college and similarly college athletes who go pro, mathematics students should realize they’re expected to step up their game at the appropriate times.
Often math students (and really any student of any subject) relies on the teacher assigning readings or problems from their book rather than excersizing their curiosity to more avidly and broadly explore the material on their own. If they can take the guidance of their teacher as well as that of the individual authors of books, they may make it much further on their own. High school teachers often skip sections of textbooks for time, but students should realize that there is profitable and interesting material that they’re skipping. Why not go and read it on their own?
Earlier I mentioned that an average undergraduate abstract algebra textbook might cover the totality of a high school algebra textbook in about three pages. What does this mean for upper level mathematics students? It almost always means that the density of material in these books is far greater than that of their earlier textbooks. How is this density arrived at? Authors of advanced textbooks leave out far more than they’re able to put in, otherwise their 300 page textbooks, if written at the same basic level as those that came before would be much more ponderous 1000+ page textbooks. What are they leaving out? Often they’re leaving out lots of what might be useful discussion, but more often, they’re leaving out lots of worked out examples. For example, a high school text will present a definition or concept and then give three or more illustrations or examples of problems relating to the concept. The exercises will then give dozens of additional drill problems to beat the concept to death. This type of presentation usually continues up to the level of calculus where one often sees massive tomes in the 800+ page length. Math texts after this point generally don’t go much over 300 pages as a rule, and it’s primarily because they’re leaving the examples out of the proverbial equation.
The Solution
How does one combat this issue? Students need to more actively think back to the math they’ve taken previously and come up with their own simple examples of problems, and work though them on their own. Just because the book doesn’t give lots of examples doesn’t mean that they don’t exist.
In fact, many textbooks are actually presenting examples, they’re just hiding them with very subtle textual hints. Often in the presentation of a concept, the author will leave out one or more steps in a proof or example and hint to the student that they should work through the steps themselves. (Phrases like: “we leave it to the reader to verify” or “see example 2.”) Sometimes this hint comes in the form of that dreaded phrase, “It’s easy to see.” When presented with these hints, it is incumbent (or some students may prefer the word encumbering) on the student to think through the missing steps or provide the missing material themselves.
While reading mathematics, students should not only be reading the words and following the steps, but they should actively be working their way through all of the steps (missing or not) in each of the examples or proofs provided. They must read their math books with pencil and paper in hand instead of the usual format of reading their math book and then picking up paper and pencil to work out problems afterwards. Most advanced math texts suggest half a dozen or more problems to work out within the text itself before presenting a dozen or more additional problems usually in a formal section entitled “Exercises”. Students have to train themselves to be thinking about and working out the “hidden” problems within the actual textual discussion sections.
Additionally, students need to consider themselves “researchers” or think of their work as discovery or play. Can they come up with their own questions or exercises that relate the concepts they’ve read about to things they’ve done in the past? Often asking the open ended question, “What happens if I…” can be very useful. One has to imagine that this is the type of “play” that early mathematicians like Euclid, Gauss, and Euler did, and I have to say, this is also the reason that they discovered so many interesting properties within mathematics. (I always like to think that they were the beneficiaries of “picking the lowest hanging fruit” within mathematics – though certainly they discovered some things that took some time to puzzle out; we take some of our knowledge for granted as sitting on the shoulders of giants does allow us to see much further than we could before.)
As a result of this newly discovered rule, students will readily find that while they could read a dozen pages of their high school textbooks in just a few minutes, it may take them between a half an hour to two hours to properly read even a single page of an advanced math text. Without putting in this extra time and effort they’re going to quickly find themselves within the tall grass (or, more appropriately weeds).
Another trick of advanced textbooks is that, because they don’t have enough time or space within the primary text itself, authors often “hide” important concepts, definitions, and theorems within the “exercises” sections of their books. Just because a concept doesn’t appear in the primary text doesn’t mean it isn’t generally important. As a result, students should always go out of their way to at least read through all of the exercises in the text even if they don’t spend the time to work through them all.
One of the difficult things about advanced abstract mathematics is that it is most often very cumulative and even intertwined, so when one doesn’t understand the initial or early portions of a textbook, it doesn’t bode well for the later sections which require one to have mastered the previous work. This is even worse when some courses build upon the work of earlier courses, so for example, doing well in calculus III requires that one completely mastered calculus I. At some of the highest levels like courses in Lie groups and Lie algebras requires that one mastered the material in multiple other prior courses like analysis, linear algebra, topology, and abstract algebra. Authors of textbooks like these will often state at the outset what material they expect students to have mastered to do well, and even then, they’ll often spend some time giving overviews of relevant material and even notation of these areas in appendices of their books.
As a result of this, we can take it as a general rule: “Don’t ever skip anything in a math textbook that you don’t understand.” Keep working on the concepts and examples until they become second nature to you.
Finally, more students should think of mathematics as a new language. I’ve referenced the following Galileo quote before, but it bears repeating (emphasis is mine):
Philosophy is written in this grand book, the universe which stands continually open to our gaze. But the book cannot be understood unless one first learns to comprehend the language and read the letters in which it is composed. It is written in the language of mathematics, and its characters are triangles, circles and other geometric figures without which it is humanly impossible to understand a single word of it; without these, one wanders about in a dark labyrinth.
Galileo Galilee (1564–1642) in Il saggiatore (The assayer)
Though mathematical notation has changed drastically (for the better, in my opinion) since Galileo’s time, it certainly has its own jargon, definitions, and special notations. Students should be sure to spend some time familiarizing themselves with current modern notation, and especially the notation in the book that they choose. Often math textbooks will have a list of symbols and their meanings somewhere in the end-papers or the appendices. Authors usually go out of their way to introduce notation somewhere in either the introduction, preface, appendices, or often even in an introductory review chapter in which they assume most of their students are very familiar with, but they write it anyway to acclimate students to the particular notation they use in their text. This notation can often seem excessive or even obtuse, but generally it’s very consistent across disciplines within mathematics, but it’s incredibly useful and necessary in making often complex concepts simple to think about and communicate to others. For those who are lost, or who want help delving into areas of math seemingly above their heads, I highly recommend the text Mathematical Notation: A Guide for Engineers and Scientists by my friend Edward R. Scheinerman as a useful guide.
A high school student may pick up a textbook on Lie Groups and be astounded at the incomprehensibility of the subject, but most of the disconnect is in knowing and understanding the actual language in which the text is written. A neophyte student of Latin would no sooner pick up a copy of Cicero and expect to be able to revel in the beauty and joy of the words or their meaning without first spending some time studying the vocabulary, grammar, and syntax of the language. Fortunately, like Latin, once one has learned a good bit of math, the notations and definitions are all very similar, so once you can read one text, you’ll be able to appreciate a broad variety of others.
Actively Reading a Mathematics Text Review:
Work through the steps of everything within the text
Come up with your own examples
Work through the exercises
Read through all the exercises, especially the ones that you don’t do
Don’t ever skip anything you don’t fully understand
Math is a language: spend some time learning (memorizing) notation
Exceptions
Naturally there are exceptions to the rule. Not all mathematics textbooks are great, good, or even passable. There is certainly a spectrum of textbooks out there, and there are even more options at the simpler (more elementary) end, in part because of there is more demand. For the most part, however, most textbooks are at least functional. Still one can occasionally come across a very bad apple of a textbook.
Because of the economics of textbook publishing, it is often very difficult for a textbook to even get published if it doesn’t at least meet a minimum threshold of quality. The track record of a publisher can be a good indicator of reasonable texts. Authors of well-vetted texts will often thank professors who have taught their books at other universities or even provide a list of universities and colleges that have adopted their texts. Naturally, just because 50 colleges have adopted a particular text doesn’t necessarily mean that that it is necessarily of high quality.
One of the major issues to watch out for is using the textbook written by one’s own professor. While this may not be an issue if your professor is someone like Serge Lang, Gilbert Strang, James Munkres, Michael Spivak, or the late Walter Rudin, if your particular professor isn’t supremely well known in his or her field, is an adjunct or associate faculty member, or is a professor at a community college, then: caveat emptor.
Since mathematics is a subject about clear thinking, analysis, and application of knowledge, I recommend that students who feel they’re being sold a bill of goods in their required/recommended textbook(s), take the time to look at alternate textbooks and choose one that is right for themselves. For those interested in more on this particular sub-topic I’ve written about it before: On Choosing Your own Textbooks.
Parting Advice
Often, even with the best intentions, some authors can get ahead of themselves or the area at hand is so advanced that it is difficult to find a way into it. As an example, we might consider Lie groups and algebras, which is a fascinating area to delve into. Unfortunately it can take several years of advanced work to get to a sufficient level to even make a small dent into any of the textbooks in the area, though some research will uncover a handful of four textbooks that will get one quite a way into the subject with a reasonable background in just analysis and linear algebra.
When one feels like they’ve hit a wall, but still want to struggle to succeed, I’m reminded of the advice of revered mathematical communicator Paul Halmos, whose book Measure Theory needed so much additional background material, that instead of beginning with the traditional Chapter 1, he felt it necessary to include a Chapter 0 (he actually called his chapters “sections” in the book) and even then it had enough issueshewas cornered into writing the statement:
…[the reader] should not be discouraged, if on first reading of section 0, he finds that he does not have the prerequisites for reading the prerequisites.
The Postdoctoral Experience Revisited builds on the 2000 report Enhancing the Postdoctoral Experience for Scientists and Engineers. That ground-breaking report assessed the postdoctoral experience and provided principles, action points, and recommendations to enhance that experience. Since the publication of the 2000 report, the postdoctoral landscape has changed considerably. The percentage of PhDs who pursue postdoctoral training is growing steadily and spreading from the biomedical and physical sciences to engineering and the social sciences. The average length of time spent in postdoctoral positions seems to be increasing. The Postdoctoral Experience Revisited reexamines postdoctoral programs in the United States, focusing on how postdocs are being guided and managed, how institutional practices have changed, and what happens to postdocs after they complete their programs. This book explores important changes that have occurred in postdoctoral practices and the research ecosystem and assesses how well current practices meet the needs of these fledgling scientists and engineers and of the research enterprise.
The Postdoctoral Experience Revisited takes a fresh look at current postdoctoral fellows - how many there are, where they are working, in what fields, and for how many years. This book makes recommendations to improve aspects of programs - postdoctoral period of service, title and role, career development, compensation and benefits, and mentoring. Current data on demographics, career aspirations, and career outcomes for postdocs are limited. This report makes the case for better data collection by research institution and data sharing.
A larger goal of this study is not only to propose ways to make the postdoctoral system better for the postdoctoral researchers themselves but also to better understand the role that postdoctoral training plays in the research enterprise. It is also to ask whether there are alternative ways to satisfy some of the research and career development needs of postdoctoral researchers that are now being met with several years of advanced training. Postdoctoral researchers are the future of the research enterprise. The discussion and recommendations of The Postdoctoral Experience Revisited will stimulate action toward clarifying the role of postdoctoral researchers and improving their status and experience.
The National Academy of Sciences has published a (free) book: The Postdoctoral Experience (Revisited) discussing where we’re at and some ideas for a way forward.
Most might agree that our educational system is far less than ideal, but few pay attention to significant problems at the highest levels of academia which are holding back a great deal of our national “innovation machinery”. The National Academy of Sciences has published a (free) book: The Postdoctoral Experience (Revisited) discussing where we’re at and some ideas for a way forward. There are some interesting ideas here, but we’ve still got a long way to go.
The Postdoctoral Experience Revisited (2014) | National Academies Press
At the end of April, I read an article entitled “In the Margins” in the Johns Hopkins University Arts & Sciences magazine. I was particularly struck by the comments of eminent scholar Jacques Neefs on page thirteen (or paragraph 20) about computers making marginalia a thing of the past:
Neefs believes contemporary literature is losing a valuable component in an age when technology often precludes and trumps the need to save manuscripts or rough drafts. But it is not something that keeps him up at night. ‘The modern technique of computers and everything makes [marginalia] a thing of the past,’ he says. ‘There’s a new way of creation. Some would say it’s tragic, but something new has been invented. I don’t consider it tragic. There are still great writers who write and continue to have a way to keep the process.’
Jacques Neefs (Image courtesy of Johns Hopkins University)
I actually think that he may be completely wrong and that current technology actually allows us to keep far more marginalia! (Has anyone heard of digital exhaust?) The bigger issue may be that many writers just don’t know how to keep a better running log of their work to maintain all the relevant marginalia they’re actually producing. (Of course there’s also the subsequent broader librarian’s “digital dilemma” of maintaining formats for the future. As an example, thing about how easy or hard it might be for you to read that ubiquitous 3.5 inch floppy disk you used in 1995.)
A a technologist who has spent many years in the entertainment industry, I feel compelled to point everyone towards the concept of revision control (or version control) within the realm of computer science. Though it’s primarily used in tracking changes in computer programs and is often a tool used by large teams of programmers, it can very easily be used for tracking changes in almost any type of writing from novels, short stories, screenplays, legal contracts, or any type of textual documentation of nearly any sort.
Example Use Cases for Revision Control
Publishing
As a direct example, I’m using what is known as a Git repository to track every change I make in a textbook I’m currently writing. I can literally go back and view every change I’ve made since beginning the project, so though I’m directly revising one (or more) text files, all of my “marginalia” and revisions are saved and available. Currently I’m only doing it for my own reference and for additional backup not supposing that anyone other than myself or an editor possibly may want to ever peruse it. If I was working in conjunction with otheres, there are ways for me to track the changes, edits, or notes that others (perhaps an editor or collaborator) might make.
In addition to the general back-up of the project (in case of catastrophic computer failure), I also have the ability to go back and find that paragraph (or multiple pages) I deleted last week in haste, but realize that I desperately want them back now instead of having to recreate them de n0vo.
Because it’s all digital, future scholars also won’t have problems parsing my handwriting issues as has occasionally come up in differentiating Mary Shelley’s writing from that of her husband in digital projects like the Shelley Godwin Archive. The fact that all changes are tracked and placed in a tree-like structure will indicate who wrote what and when and will indicate which changes were ultimately accepted and merged into the final version.
Screenplays in Hollywood
One particular use case I can easily see for such technology is tracking changes in screenplays over time. I’m honestly shocked that every production company or even more likely studios don’t use such technology to follow changes in drafts over time. In the end, doing such tracking will certainly make Writers Guild of America (WGA) arbitrations much easier as literally every contribution to a script can be tracked to give screenwriters appropriate credit. The end results with the easy ability to time-machine one’s way back into older drafts is truly lovely, and the outputs give so much more information about changes in the script compared to the traditional and all-too-simple (*) which screenwriters use to indicate that something/anything changed on a specific line or the different colored pages which are used on scripts during production.
I can also picture future screenwriters using services like GitHub as platforms for storing and distributing their screenplays to potential agents, managers, and producers.
Redlining Legal Documents
Having seen thousands of legal agreements go back and forth over the years, revision control is a natural tool for tracking the redlining and changes of legal documents as they change over time before they are finally (or even never) executed. I have to imagine that being able to abstract out the appropriate metadata in the long run may actually help attorneys, agents, etc. to become better negotiators, but something like this is a project for another day.
Academia
In addition to direct research for projects being undertaken by academics like Neefs, academics should look into using revision control in their own daily work and writings. While writing a book, paper, journal article, essay, monograph, etc. (or graduate students writing theses) one could use their own Git repository to not only save but to back up all of their own work not only for themselves primarily, but also future scholars who come later who would not otherwise have access to the “marginalia” one creates while manufacturing their written thoughts in digital form.
I can easily picture Git as a very simple “next step” in furthering the concept of the digital humanities as well as in helping to bridge the gap between C.P. Snow’s “two cultures.” (I’d also suggest that revision control is a relatively simple step one could take before learning a particular programming language, which I think should be a mandatory tool in everyone’s daily toolbox regardless of their field(s) of interest.)
Start Using Revision Control
“But how do I get started?” you ask.
Know going in that it may take parts of a day to get things set up and running, but once you’ve started with the basics, things are actually pretty easy and you can continue to learn the more advanced subtleties as you progress. Once things are working smoothly, the additional overhead you’ll be expending won’t be too much more than the old method of hitting Alt-S to save one of your old Word documents in the time before auto-save became ubiquitous.
First one should start by choosing one of the myriad revision control systems that exist. For the sake of brevity in this short introductory post, I’ll simply suggest that users take a very close look at Git because of its ubiquity and popularity in the computer science world and the fact that it includes a tremendously large amount of free information and support from a variety of sites on the internet. Git also has the benefit of having versions for all major operating systems (Windows, MacOS, and Linux). Git also has the benefit of a relatively long and robust life within the computer science community meaning that it’s very stable and has many more resources for the uninitiated to draw upon.
Once one has Git installed on their computer and has begun using it, I’d then recommending linking one’s local copy of the repository to a cloud storage solution like either GitHub or BitBucket. While GitHub is certainly one of the most popular Git-related services out there (because it acts, in part, as the hub for a large portion of the open internet and thus promotes sharing), I often recommend using BitBucket as it allows free unlimited private but still share-able repositories while GitHub requires a small subscription fee for keeping one’s work private. Having a repository in the cloud will help tremendously in that your work will be available and downloadable from almost anywhere and because it also serves as a de-facto back-up solution for your work.
I’ve recently been playing around with version control to help streamline the writing/editing process for a book I’ve been writing. Though Git and it’s variants probably seem more daunting than they should to the everyday user, they really represent a very powerful tool. I’ve spent less than two days learning the basics of both Git and hosted repositories (GitHub and Bitbucket), and it has been more than well worth the minor effort.
There is a huge wealth of information on revision control in general and on installing and using Git available on the internet, including full textbooks. For the complete beginners, I’d recommend starting with The Chronicle’s “A Gentle Introduction to Version Control.” Keep in mind that though some of these resources look highly technical, it’s because many are trying to enumerate every function one could potentially desire, when even just the basic core functionality is more than enough to begin with. (I could analogize it to learning to drive a car versus actually reading the full manual so that you know how to take the engine apart and put it back together from scratch. To start with revision control, you only need to learn to “drive.”) Professors might also avail themselves of the use of their local institutional libraries which may host small sessions on learning such tools, or they might avail themselves of the help of their colleagues or students in the computer science department. For others, I’d recommend taking a look at Git’s primary website. BitBucket has an excellent step-by-step tutorial (and troubleshooting) for setting up the requisite software and using it.
What do you use for revision control?
I’ll welcome any thoughts, experiences, or additional resources one might want to share with others in the comments.
I recently ran across this TED talk and felt compelled to share it. It really highlights some of my own personal thoughts on how science should be taught and done in the modern world. It also overlaps much of the reading I’ve been doing lately on innovation and creativity. If these don’t get you to watch, then perhaps mentioning that Alon manages to apply comedy and improvisation techniques to science will.
[ted id=2020]
Uri Alon was already one of my scientific heroes, but this adds a lovely garnish.
A most interesting article on The Great Courses (TGC) appeared in the New York Times on Saturday. TGC has been featured in newspaper articles before: scads of articles, in fact, over the last 20-plus years. But those articles (at least the ones I’m aware of and I am aware of most of them) have always focused on the content of TGC offerings: that they are academic courses offered up on audio/video media. This article, written by the Times’ TV critic Neil Genzlinger, is different. It focuses on TGC as a video production company and on TGC courses as slick, professional, high-end television programs.
My goodness, how times have changed.
Long-time readers of this blog will recall my descriptions of TGC in its early days. I would rehash a bit of that if only to highlight the incredible evolution of the company from a startup to the polished gem it is today.
I made my first course back in May of 1993: the first edition of “How to Listen to and Understand Great Music”. We had no “set”; I worked in front of a blue screen (or a “traveling matte”). The halogen lighting created an unbelievable amount of heat and glare. The stage was only about 6 feet deep but about 20 feet wide. With my sheaf of yellow note paper clutched in my left hand, I roamed back-and-forth, in constant motion, teaching exactly the way I did in the classroom. I made no concessions to the medium; to tell the truth, it never occurred to me or my director at the time that we should do anything but reproduce what I did in the classroom. (My constant lateral movement did, however, cause great consternation among the camera people, who were accustomed to filming stationary pundits at CNN and gasbags at C-span. One of our camera-dudes, a bearded stoner who will remain nameless kept telling me “Man . . . I cannot follow you, man. Please, man, please!” He was a good guy though, and offered to “take my edge off” by lighting me up during our breaks. I wisely declined.)
We worked with a studio audience in those days: mostly retirees who were free to attend such recording sessions, many of whom fell asleep in their chairs after lunch or jingled change in their pockets or whose hearing aids started screaming sounds that they could not hear but I most certainly did. Most distracting were the white Styrofoam coffee cups; in the darkened studio their constant (if irregular) up-and-down motion reminded me of the “bouncing ball” from the musical cartoons of the 1930s, ‘40s, and ‘50s.
I could go on (and I will, at some other time), though the point is made: in its earliest days TGC was simply recording more-or-less what you would hear in a classroom or lecture hall. I am reminded of the early days of TV, during which pre-existing modes of entertainment – the variety show, theatrical productions, puppet shows – were simply filmed and broadcast. In its earliest permutation, the video medium did not create a new paradigm so much as record old ones. But this changed soon enough, and the same is true for TGC. Within a few years TGC became a genuine production company, in which style, look, and mode of delivery became as important as the content being delivered. And this is exactly as it should be. Audio and video media demand clarity and precision; the “ahs” and “ums” and garbled pronunciations and mismatched tenses that we tolerate in a live lecture are intolerable in media, because we are aware of the fact that in making media they can (and should) be corrected.
Enough. Read the article. Then buy another TGC course; preferably one of mine. And while watching and/or listening, let us be aware, as best as we can, of the tens-of-thousands of hours that go into making these courses – these productions – the little masterworks that they indeed are.
My response to his post with some thoughts of my own follows:
This is an interesting, but very germane, review. As someone who’s both worked in the entertainment industry and followed the MOOC (massively open online courseware) revolution over the past decade, I very often consider the physical production value of TGCs offerings and have been generally pleased at their steady improvement over time. Not only do they offer some generally excellent content, but they’re entertaining and pleasing to watch. From a multimedia perspective, I’m always amazed at what they offer and that generally the difference between the video versus the audio only versions isn’t as drastic as one might otherwise expect. Though there are times that I think that TGC might include some additional graphics, maps, etc. either in the course itself or in the booklets, I’m impressed that they still function exceptionally well without them.
Within the MOOC revolution, Sue Alcott’s Coursera course Archaeology’s Dirty Little Secrets is still by far the best produced multi-media course I’ve come across. It’s going to take a lot of serious effort for other courses to come up to this level of production however. It’s one of the few courses which I think rivals that of The Teaching Company’s offerings thus far. Unfortunately, the increased competition in the MOOC space is going to eventually encroach on the business model of TGC, and I’m curious to see how that will evolve and how it will benefit students. Will TGC be forced to offer online fora for students to interact with each other the way most MOOCs do? Will MOOCs be forced to drastically increase their production quality to the level of TGC? Will certificates or diplomas be offered for courseware? Will the subsequent models be free (like most MOOCs now), paid like TGC, or some mixture of the two?
One area which neither platform seems to be doing very well at present is offering more advanced coursework. Naturally the primary difficulty is in having enough audience to justify the production effort. The audience for a graduate level topology class is simply far smaller than introductory courses in history or music appreciation, but those types of courses will eventually have to exist to make the enterprises sustainable – in addition to the fact that they add real value to society. Another difficulty is that advanced coursework usually requires some significant work outside of the lecture environment – readings, homework, etc. MOOCs seem to have a slight upper hand here while TGC has generally relied on all of the significant material being offered in a lecture with the suggestion of reading their accompanying booklets and possibly offering supplementary bibliographies. When are we going to start seeing course work at the upper-level undergraduate or graduate level?
The nice part is that with evolving technology and capabilities, there are potentially new pedagogic methods that will allow easier teaching of some material that may not have been possible previously. (For some brief examples, see this post I wrote last week on Latin and the digital humanities.) In particular, I’m sure many of us have been astounded and pleased at how Dr. Greenberg managed the supreme gymnastics of offering of “Understanding the Fundamentals of Music” without delving into traditional music theory and written notation, but will he be able to actually offer that in new and exciting ways to increase our levels of understanding of music and then spawn off another 618 lectures that take us all further and deeper into his exciting world? Perhaps it comes in the form of a multimedia mobile app? We’re all waiting with bated breath, because regardless of how he pulls it off, we know it’s going to be educational, entertaining and truly awe inspiring.
Following my commentary, Scott Ableman, the Chief Marketing Officer for TGC, responded with the following, which I find very interesting:
Chris, all excellent observations (and I agree re Alcott’s course). I hope you’ll be please to learn that the impact of MOOCs, if any, on The Great Courses has been positive, in that there is a rapidly growing awareness and interest in the notion that lifelong learning is possible via digital media. As for differentiating vs. MOOCs, people who know about The Great Courses generally find the differences to be self-evident:
Curation: TGC scours the globe to find the world’s greatest professors;
Formats: The ability to enjoy a course in your car or at home on your TV or on your smartphone, etc.;
Lack of pressure: Having no set schedule and doing things at your own pace with no homework or exams (to be sure, there are some for whom sitting at a keyboard at a scheduled time and taking tests and getting a certificate is quite valuable, but that’s a different audience).
The Great Courses once were the sole claimant to a fourth differentiator, which is depth. Obviously, the proliferation of fairly narrow MOOCs provides as much depth on many topics, and in some cases addresses your desire for higher level courses. Still TGC offers significant depth when compared to the alternatives on TV or audio books. I must say that I was disappointed that Genzlinger chose to focus on this notion that professors these days “don’t know how to lecture.” He suggests that TGC is in the business of teaching bad lecturers how to look good in front of a camera. This of course couldn’t be further from the truth. Anybody familiar with The Great Course knows that among its greatest strengths is its academic recruiting team, which finds professors like Robert Greenberg and introduces them to lifelong learners around the world.
If you haven’t heard about it before, you might find the ability to highlight and annotate web pages very useful. Hypothesis allows for public or private highlights and notes and it can be a very useful extension of one’s commonplace book.
