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白金译作 科学2.0:一件伟大的新工具,还是一场华丽的冒险?

3334个读者 翻译: jiangyh  02/02/2008 原文 引用 双语对照及眉批

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Science 2.0: Great New Tool, or Great Risk?

Wikis, blogs and other collaborative web technologies could usher in a new era of science. Or not.

By M. Mitchell Waldrop

January 9, 2008

Welcome to a Scientific American experiment in "networked journalism," in which readers—you—get to collaborate with the author to give a story its final form.

The article, below, is a particularly apt candidate for such an experiment: it's my feature story on "Science 2.0," which describes how researchers are beginning to harness wikis, blogs and other Web 2.0 technologies as a potentially transformative way of doing science. The draft article appears here, several months in advance of its print publication, and we are inviting you to comment on it. Your inputs will influence the article’s content, reporting, perhaps even its point of view.

So consider yourself invited. Please share your thoughts about the promise and peril of Science 2.0.—just post your inputs in the Comment section below. To help get you started, here are some questions to mull over:

  • What do you think of the article itself? Are there errors? Oversimplifications? Gaps?
  • What do you think of the notion of "Science 2.0?" Will Web 2.0 tools really make science much more productive? Will wikis, blogs and the like be transformative, or will they be just a minor convenience?
  • Science 2.0 is one aspect of a broader Open Science movement, which also includes Open-Access scientific publishing and Open Data practices. How do you think this bigger movement will evolve?
  • Looking at your own scientific field, how real is the suspicion and mistrust mentioned in the article? How much do you and your colleagues worry about getting “scooped”? Do you have first-hand knowledge of a case in which that has actually happened?
  • When young scientists speak out on an open blog or wiki, do they risk hurting their careers?
  • Is "open notebook" science always a good idea? Are there certain aspects of a project that researchers should keep quite, at least until the paper is published?

--M. Mitchell Waldrop

The explosively growing World Wide Web has rapidly transformed retailing, publishing, personal communication and much more. Innovations such as e-commerce, blogging, downloading and open-source software have forced old-line institutions to adopt whole new ways of thinking, working and doing business.

Science could be next. A small but growing number of researchers--and not just the younger ones--have begun to carry out their work via the wide-open blogs, wikis and social networks of Web 2.0. And although their efforts are still too scattered to be called a movement--yet--their experiences to date suggest that this kind of Web-based "Science 2.0" is not only more collegial than the traditional variety, but considerably more productive.

"Science happens not just because of people doing experiments, but because they're discussing those experiments," explains Christopher Surridge, editor of the Web-based journal, Public Library of Science On-Line Edition (PLoS ONE). Critiquing, suggesting, sharing ideas and data--communication is the heart of science, the most powerful tool ever invented for correcting mistakes, building on colleagues' work and creating new knowledge. And not just communication in peer-reviewed papers; as important as those papers are, says Surridge, who publishes a lot of them, "they're effectively just snapshots of what the authors have done and thought at this moment in time. They are not collaborative beyond that, except for rudimentary mechanisms such as citations and letters to the editor."

The technologies of Web 2.0 open up a much richer dialog, says Bill Hooker, a postdoctoral cancer researcher at the Shriners Hospital for Children in Portland, Ore., and the author of a three-part survey of open-science efforts in the group blog, 3 Quarks Daily. "To me, opening up my lab notebook means giving people a window into what I'm doing every day. That's an immense leap forward in clarity. In a paper, I can see what you've done. But I don't know how many things you tried that didn’t work. It's those little details that become clear with open notebook, but are obscured by every other communication mechanism we have. It makes science more efficient." That jump in efficiency, in turn, could have huge payoffs for society, in everything from faster drug development to greater national competitiveness.

(Part 2)

Of course, many scientists remain highly skeptical of such openness--especially in the hyper-competitive biomedical fields, where patents, promotion and tenure can hinge on being the first to publish a new discovery. From that perspective, Science 2.0 seems dangerous: using blogs and social networks for your serious work feels like an open invitation to have your online lab notebooks vandalized--or worse, have your best ideas stolen and published by a rival.

To Science 2.0 advocates, however, that atmosphere of suspicion and mistrust is an ally. "When you do your work online, out in the open,” Hooker says, “you quickly find that you're not competing with other scientists anymore, but cooperating with them."

Rousing Success
In principle, says PLoS ONE's Surridge, scientists should find the transition to Web 2.0 perfectly natural. After all, since the time of Galileo and Newton, scientists have built up their knowledge about the world by "crowd-sourcing" the contributions of many researchers and then refining that knowledge through open debate. "Web 2.0 fits so perfectly with the way science works, it's not whether the transition will happen but how fast," he says.

The OpenWetWare project at MIT is an early success. Launched in the spring of 2005 by graduate students working for MIT biological engineers Drew Endy and Thomas Knight, who collaborate on synthetic biology, the project was originally seen as just a better way to keep the two labs' Web sites up to date. OpenWetWare is a wiki--a collaborative Web site that can be edited by anyone who has access to it; it even uses the same software that underlies the online encyclopedia Wikipedia. Students happily started posting pages introducing themselves and their research, without having to wait for a Webmaster to do it for them.

But then, users discovered that the wiki was also a convenient place to post what they were learning about lab techniques: manipulating and analyzing DNA, getting cell cultures to grow. “A lot of the 'how-to' gets passed around as lore in biology labs, and never makes it into the protocol manuals," says Jason Kelly, a graduate student of Endy's who now sits on the OpenWetWare steering committee. "But we didn't have that." Most of the students came from a background in engineering; theirs was a young lab with almost no mentors. So whenever a student or postdoc managed to stumble through a new protocol, he or she would write it all down on a wiki page before the lessons were forgotten. Others would then add whatever new tricks they had learned. This was not altruism, notes steering-committee member Reshma Shetty. "The information was actually useful to me." But by helping herself, she adds, "that information also became available around the world."

Indeed, Kelly points out, "Most of our new users came to us because they'd been searching Google for information on a protocol, found it posted on our site, and said 'Hey!' As more and more labs got on, it became pretty apparent that there were lots of other interesting things they could do."

Classes, for example. Instead of making do with a static Web page posted by a professor, users began to create dynamically evolving class sites where they could post lab results, ask questions, discuss the answers and even write collaborative essays. "And all stayed on the site, where it made the class better for next year," says Shetty, who has created an OpenWetWare template for creating such class sites.

Laboratory management benefited too. "I didn't even know what a wiki was," recalls Maureen Hoatlin of the Oregon Health & Science University in Portland, where she runs a lab studying the genetic disorder Fanconi anemia. But she did know that the frenetic pace of research in her field was making it harder to keep up with what her own team members were doing, much less Fanconi researchers elsewhere. "I was looking for a tool that would help me organize all that information," Hoatlin says. "I wanted it to be Web-based, because I travel a lot and needed to access it from wherever I was. And I wanted something my collaborators and group members could add to dynamically, so that whatever I saw on that Web page would be the most recently updated version."

(Part 3)

OpenWetWare, which Hoatlin saw in the spring of 2006, fit the bill perfectly. "The transparency turned out to be very powerful," she says. "I came to love the interaction, the fact that people in other labs could comment on what we do and vice versa. When I see how fast that is, and its power to move science forward--there is nothing like it."

Numerous others now work through OpenWetWare to coordinate research. SyntheticBiology.org, one of the site's most active interest groups, currently comprises six laboratories in three states, and includes postings about jobs, meetings, discussions of ethics, and much more.

In short, OpenWetWare has quickly grown into a social network catering to a wide cross-section of biologists and biological engineers. It currently encompasses laboratories on five continents, dozens of courses and interest groups, and hundreds of protocol discussions--more than 6100 Web pages edited by 3,000 registered users. A May 2007 grant from the National Science Foundation launched the OpenWetWare team on a five-year effort to transform OpenWetWare to a self-sustaining community independent of its current base at MIT. The grant will also support development of many new practical tools, such as ways to interface biological databases with the wiki, as well as creation of a generic version of OpenWetWare that can be used by other research communities such as neuroscience, as well as by individual investigators.

Skepticism Persists
For all the participants' enthusiasm, however, this wide-open approach to science still faces intense skepticism. Even Hoatlin found the openness unnerving at first. "Now I'm converted to open wikis for everything possible," she says. "But when I originally joined I wanted to keep everything private"--not least to keep her lab pages from getting trashed by some random hacker. She did not relax until she began to understand the system's built-in safeguards.

First and foremost, says MIT's Kelly, "you can't hide behind anonymity." By default, OpenWetWare pages are visible to anyone (although researchers have the option to make pages private.) But unlike the oft-defaced Wikipedia, the system will let users make changes only after they have registered and established that they belong to a legitimate research organization. "We've never yet had a case of vandalism," Kelly says. Even if they did, the wiki automatically maintains a copy of every version of every page posted: "You could always just roll back the damage with a click of your mouse."

Unfortunately, this kind of technical safeguard does little to address a second concern: Getting scooped and losing the credit. "That's the first argument people bring to the table," says Drexel University chemist Jean-Claude Bradley, who created his independent laboratory wiki, UsefulChem, in December 2005. Even if incidents are rare in reality, Bradley says, everyone has heard a story, which is enough to keep most scientists from even discussing their unpublished work too freely, much less posting it on the Internet.

However, the Web provides better protection that the traditional journal system, Bradley maintains. Every change on a wiki gets a time-stamp, he notes, “so if someone actually did try to scoop you, it would be very easy to prove your priority--and to embarrass them. I think that's really what is going to drive open science: the fear factor. If you wait for the journals, your work won't appear for another six to nine months. But with open science, your claim to priority is out there right away."

Under Bradley's radically transparent "open notebook" approach, as he calls it, everything goes online: experimental protocols, successful outcomes, failed attempts, even discussions of papers being prepared for publication. "A simple wiki makes an almost perfect lab notebook," he declares. The time-stamps on every entry not only establish priority, but allow anyone to track the contributions of every person, even in a large collaboration.

(Part 4)

Bradley concedes that there are sometimes legitimate reasons for researchers to think twice about being so open. If work involves patients or other human subjects, for example, privacy is obviously a concern. And if you think your work might lead to a patent, it is still not clear that the patent office will accept a wiki posting as proof of your priority. Until that is sorted out, he says, "the typical legal advice is: do not disclose your ideas before you file."

Still, Bradley says the more open scientists are, the better. When he started UsefulChem, for example, his lab was investigating the synthesis of drugs to fight diseases such as malaria. But because search engines could index what his team was doing without needing a bunch of passwords, "we suddenly found people discovering us on Google and wanting to work together. The National Cancer Institute contacted me wanting to test our compounds as anti-tumor agents. Rajarshi Guha at Indiana University offered to help us do calculations about docking--figuring out which molecules will be reactive. And there were others. So now we're not just one lab doing research, but a network of labs collaborating."

Blogophobia
Although wikis are gaining, scientists have been strikingly slow to embrace one of the most popular Web 2.0 applications: Web logging, or blogging.

"It's so antithetical to the way scientists are trained," Duke University geneticist Huntington F. Willard said at the April 2007 North Carolina Science Blogging Conference, one of the first national gatherings devoted to this topic. The whole point of blogging is spontaneity--getting your ideas out there quickly, even at the risk of being wrong or incomplete. "But to a scientist, that's a tough jump to make," says Willard, head of Duke's Institute for Genome Sciences & Policy. "When we publish things, by and large, we've gone through a very long process of drafting a paper and getting it peer reviewed. Every word is carefully chosen, because it's going to stay there for all time. No one wants to read, 'Contrary to the result of Willard and his colleagues…’."

Still, Willard favors blogging. As a frequent author of newspaper op-ed pieces, he feels that scientists should make their voices heard in every responsible way possible. Blogging is slowly beginning to catch on; because most blogs allow outsiders to comment on the individual posts, they have proved to be a good medium for brainstorming and discussions of all kinds. Bradley's UsefulChem blog is an example. Paul Bracher's Chembark is another. "Chembark has morphed into the water cooler of chemistry," says Bracher, who is pursuing his Ph.D. in that field at Harvard University. "The conversations are: What should the research agencies be funding? What is the proper way to manage a lab? What types of behavior do you admire in a boss? But instead of having five people around a single water cooler you have hundreds of people around the world."

Of course, for many members of Bracher's primary audience--young scientists still struggling to get tenure--those discussions can look like a minefield. A fair number of the participants use pseudonyms, out of fear that a comment might offend some professor's sensibilities, hurting a student’s chances of getting a job later. Other potential participants never get involved because they feel that time spent with the online community is time not spent on cranking out that next publication. "The peer-reviewed paper is the cornerstone of jobs and promotion," says PLoS ONE's Surridge. "Scientists don't blog because they get no credit."

The credit-assignment problem is one of the biggest barriers to the widespread adoption of blogging or any other aspect of Science 2.0, agrees Timo Hannay, head of Web publishing at the Nature Publishing Group in London. (That group's parent company, Macmillan, also owns Scientific American.) Once again, however, the technology itself may help. "Nobody believes that a scientist's only contribution is from the papers he or she publishes," Hannay says. "People understand that a good scientist also gives talks at conferences, shares ideas, takes a leadership role in the community. It's just that publications were always the one thing you could measure. Now, however, as more of this informal communication goes on line, that will get easier to measure too."

(Part 5)

Collaboration the Payoff
The acceptance of any such measure would require a big change in the culture of academic science. But for Science 2.0 advocates, the real significance of Web technologies is their potential to move researchers away from an obsessive focus on priority and publication, toward the kind of openness and community that were supposed to be the hallmark of science in the first place. "I don't see the disappearance of the formal research paper anytime soon," Surridge says. "But I do see the growth of lots more collaborative activity building up to publication." And afterwards as well: PLoS ONE not only allows users to annotate and comment on the papers it publishes online, but to rate the papers' quality on a scale of 1 to 5.

Meanwhile, Hannay has been taking the Nature group into the Web 2.0 world aggressively. "Our real mission isn't to publish journals, but to facilitate scientific communication," he says. "We've recognized that the Web can completely change the way that communication happens." Among the efforts are Nature Network, a social network designed for scientists; Connotea, a social bookmarking site patterned on the popular site del.icio.us, but optimized for the management of research references; and even an experiment in open peer review, with pre-publication manuscripts made available for public comment.

Indeed, says Bora Zivkovic, a circadian rhythm expert who writes at Blog Around the Clock, and who is the Online Community Manager for PLoS ONE, the various experiments in Science 2.0 are now proliferating so rapidly that it is almost impossible to keep track of them. "It's a Darwinian process," he says. "About 99 percent of these ideas are going to die. But some will emerge and spread."

"I wouldn't like to predict where all this is going to go," Hooker adds. "But I'd be happy to bet that we're going to like it when we get there."

维基(wiki)、博客(blog)及相关网络技术,可否开创科学界的新纪元? 


作者: M. Mitchell Waldrop / 2008年1月9日

 

  感谢您参与到《科学美国人》的“网络新闻(networked journalism)”试验中来。在这里,每一位读者——包括您——都有机会与作者协作,为文章最终版本的完善做出贡献

  以下的文章堪称一个十分合理的范本,其被用于这样一个实验:这是我有关“科学2.0”的专题报道,其中描述了研究人员是如何开始使用维基、博客及其他Web 2.0技术,并使之促成科研方式的一种潜在变革。下面呈现的是本文的草稿,本文将在数月后正式印刷出版,现在我们正邀请您对其作出评论。您的评论将会影响到本文内容的充实、报道的完善,甚至可能是其观点的修正。

  因此请考虑一下,您正是本文被邀请的对象。如您对“科学2.0”存在的风险与机遇有任何见解,就请与我们分享——只需在以下的评论区中发表即可。为便于您尽快进入本文的这项试验,这里有一些问题不妨认真思考:

  • 您对文章本身怎么看?是否存在谬误之处?是否过于简单化?是否有不同意见?
  • 您如何看待“科学2.0”这一概念?Web 2.0的工具是否能使科学更富有成效?诸如维基、博客一类网络工具,究竟能起到改革的推动作用,还是仅仅作为一种小范围的便利?
  • 科学2.0仅是这场更为广泛的“科学开放(Open Science)”运动的一个方面,其中还包括开放存取(Open-Acess)科学论文与科学数据等观点。您认为这场运动将会怎样演变?
  • 请考虑您自己所处的科学领域,本文中提及的怀疑与猜测有几成是真实的?您与您的同事们是否非常担心科研成果被“窃取(scooped)”?您对这种现象是否有过亲身体验?
  • 当青年科学家们在一个开放博客或维基中公开言论,是否存在有损事业前途的风险?
  • “开放笔记本(open notebook)”式的科研是否始终是一个好主意?在某些项目的最终成果公布之前,科研人员的态度是否应当保守?

——M. Mitchell Waldrop

 

  这个爆炸性增长的互联网(World Wide Web),已经迅疾地改变了零售交易,出版发布,人际交流,以及其他方方面面的东西。诸如电子商务(e-commerce)、个人博客(blogging)、下载与开源(open-source)软件等方面的创新,已经迫使传统机构改变自身,去适应这种全新的思维方式、工作手段与经商之道。

  科学,也许正是下一个被改变的对象。有一些数量虽少、但持续增长的研究人员——而且不止是年轻一辈——已经开始通过广泛公开的博客、维基与社交网络等Web 2.0技术来开展他们的研究工作。尽管由于他们的努力尚且过于分散,因而称之为一场运动也为时尚早,然而,他们迄今为止的经验表明,这种基于互联网的科学2.0比之传统的科学,不仅更具学术价值,而且更富有成效。

  “科学的发展,不仅在于研究人员进行这些实验,更在于他们讨论这些实验。”公共科学图书馆(PLoS ONE)之在线网络期刊的总编辑Christopher Surridge这样解释道。批评、建议、交流思想与数据共享——沟通是科学研究的核心,是世界上最强大的工具,可以用来纠正错误、组织工作与创造新知。不只在同行评议(peer-reviewed)论文时需要沟通,而这种沟通与论文本身同等重要,发表过大量论文的Surridge认为,“这种沟通能有效地及时获知作者为文的意图与当前的见解。除此之外,论文并不是协作完成的,除了一些基本的部分,譬如引言与致编者等。”

  Bill Hooker认为,Web 2.0的技术实现了一种更为丰富的对话。Bill Hooker是俄勒冈州波特兰Shriners儿童医院的一名博士后的癌症研究员,也是三夸克日报(3 Quarks Daily)有关开放式科学调研(分为三部分)的博客撰文小组的作者之一。“对我而言,公开我的实验室记录,意味着给予他人通向自己每天所做之事的一扇窗口,从中可以清楚地看到各个巨大飞跃形成的动态过程。在论文中,我只能看到你完成了哪些成功的实验,但不知道你经历过多少次失败的尝试。这些小细节,正是通过开放的实验室记录才变得更为清晰,但在其他的沟通机制下却往往会被掩盖。这种开放实验室记录的做法,使得科研变得更为高效。”在科研效率方面的飞跃,进而可为社会发挥巨大效用,无论是药物开发速度的日益加快,还是综合国力竞争的日趋激烈。

   当然,很多科研人员仍然对这种开放式的科研持高度怀疑态度——尤其是在竞争激烈的生物医学领域,这是因为,你是否具有其专利权、推广权和使用权,都取决于你是否是第一个公布此新发现。从这个角度来讲,科学2.0看似是危险的:使用个人博客与社交网络,与严谨认真的工作相比,感觉就像公开邀请大家去破坏自己的在线实验室记录——更糟的是,自己最佳的想法或发现,将可能被竞争对手所窃取、所公布。

  然而,对于科学2.0的拥护者而言,这种怀疑与猜测的氛围是形成合作的信号。“当您在线地、公开地完成您的工作时”,Hooker称,“您很快就会发现,您再也不必与其他科学家相互竞争,而变成与他们相互合作。”

 

 激动人心的胜利

  从原则上说,公共科学图书馆(PLoS ONE)的Surridge认为,科学家们应当寻找到达Web 2.0的完全自然的过渡途径。事实证明,自从伽利略(Galileo)与牛顿(Newton)的时代以来科学家们已经通过“积累(crowd-source)”众多研究者的贡献来构建知识体系,并通过公开辩论来去伪存真。“Web 2.0与科学研究的方法保持完全一致,问题不在于其是否会转变,而在于转变得会有多快。”他认为。

  

  麻省理工学院(MIT)的OpenWetWare项目堪称一个早期的成功尝试。该项目始于2005年春,由麻省理工学院生物工程专业的合成生物学研究生Drew Endy与Thomas Knight发起,最初被用于两个实验室的网站,使之保持即时更新。OpenWetWare是一个维基(wiki)——即一个公开由用户共同完成的协作网站,任何人可通过浏览器进入并对其进行编辑,它甚至与在线百科全书Wikipedia具有相同的用户程序。学生们皆乐于在此自主地发布他们的自我介绍与研究经历,而不需要通过网管来帮助他们完成。

  但到后来,学生用户们则发现维基也是一个发表自己习得实验室技术的便利之地——熟练提取与分析DNA、培养细胞生长等等。“许多的‘怎么做’就在实验室中传开来,成为实验室规章手册中没有的必备知识”,一名研究生亦是OpenWetWare督导委员会成员Jason Kelly说。“我们以前也没有实验室手册”,大多数学生来自同一个学科背景,亦即一个几乎没有导师的全新实验室。因此不管是学生还是博士后,无论何时偶然触犯了实验室规则后,他就会在这个教训被忘掉之前将它记录在一个维基页面上。而当其他人无论想出什么花招来对付之后,也会在页面上给予补充。这并不是一种无私的表现,督导委员会的成员Reshma Shetty注意到,“这些信息对自己而言其实很重要。”但通过帮助自己,她继续说道,“这些信息也对全世界的人起到了作用。”

  事实上,Kelly指出,“大多数的访客首次来到我们网站,是由于他们在Google上搜索过关于某条规则的进一步信息,看到搜索结果正发布在我们的网页上,并惊讶地说‘嘿!’。随着越来越多实验室的进入,他们也越来越显著地发现,他们还能在这个网站上做许多其他有趣的事。”

  比如说,课程。学生们并不像教授那样仅用一个静态页面来随便凑合,他们尝试创建具有动态流程的课程研究,他们能够在此发布实验结果、提问、讨论、解答,甚至合写论文。“而且那些所有保存在网站上的,将对第二年的课程学习有所裨益”,Shetty这样认为,并为创建这种课程网站制作了相应的OpenWetWare模板。

  又如,实验室管理。“我之前并不知道维基是什么东西”,负责俄勒冈保健科学大学(Oregon Health & Science University)一间遗传性疾病(范可尼贫血症)实验室的Maureen Hoatlin回忆说。不过,她也清楚地知道,她所研究领域发展的混乱,使得她难以与她团队成员的研究保持同步,更不用说其他地方的范可尼贫血症的研究者了。“我一直在寻求一种工具,来帮助我组织这些所有的信息,”Hoatlin说道。“一方面,我希望它是基于网络的,因为我经常出行,因此希望在任何地方都能浏览到它;另一方面,我希望我的合作者与团队成员能够自由地添加信息,这样能够确保我在网页上所看见的信息是近期更新的版本。”

  Hoatlin在2006年春发现了OpenWetWare,并认为其与自己的需求符合得极为吻合。“这种公开和透明,事实证明是非常有效的”,她说,“我爱上了这种交流互动,事实上其他实验室的人也可以对我们的研究作出评论,反之亦然。我们见证着它以如此之快的速度、如此之强的力量推动科学的发展——没有什么能胜过它。”

  众多的其他研究工作也正通过OpenWetWare协作开展。该网站最活跃的营利团体之一,SyntheticBiology.org,目前拥有三个国家的六所实验室,涉及工作、会议、道德讨论以及其他的很多内容都会公布于此。

  总而言之,OpenWetWare已经迅速地发展成为一个社会网络,可以满足不同层面的生物学家与生物工程师。目前隶属于它的实验室遍及全球五大洲,另有数十所的培训班与营利团体、数以百计的讨论议题——逾6100个网页为3000名注册用户所编辑。在2007年5月,经美国国家科学基金会拨款授予,OpenWetWare团队将实施一项为期五年的计划,使之在当前麻省理工学院的基础上,发展成为一个独立自主的组织。资金也将用于支持各种新型实用工具的完善,譬如生物学数据库与维基的接口方式,以及OpenWetWare的通用版本,可用于其他领域(譬如神经系统)的研究与个人独立研究。

 

怀疑者的坚持

  然而,相对于所有参与者的积极性来说,这种对科学广为开放的态度依然面临着强烈的质疑。甚至Hoatlin,起初也认为这种公开性使人不安。“尽管现在我已经转而认为应当使维基公开一切可能”,她说,“但在我最初参与时,我却希望把一切隐藏起来”——至少应该避免让她的实验室页面被一些乱七八糟的黑客所篡改。这种担忧直到她开始了解这网络系统的内在保障后才得到缓解。

  首先,麻省理工学院的Kelly解释说,“你不可能总保持匿名身份”。默认情况下,OpenWetWare的页面对任何人是可见的(但研究人员可以选择使页面不公开)。但不像可以肆意改动的维基百科(Wikipedia)那样,这个系统仅允许用户经过合法注册、并得到该研究组织的确认后方可进行修改。“我们至今从没有过一个故意破坏的案例”,Kelly声称。即使有人这样做了,维基系统会自动保存被编辑前后每个版本的备份,“你永远可以通过轻松地点击鼠标,来返回到被破坏前的任何一个页面”。

  遗憾的是,这种技术保障无法解决第二个普遍关注的问题:成果窃取、信用丧失。“这是人们争论的首要焦点”,德雷塞尔大学(Drexel University)的一名科研人员Jean-Claude Bradley说道,他于2005年12月创立了他的个人维基实验室,UsefulChem。即使在亲身经历中的这种现象极为少见,Bradley认为,不过每个人都曾听过至少一个足以令大多数科研人员生惧的故事,使他们不敢过于随意地讨论自己未发表的成果,更不必说是公开地发布在网络上了。

  然而,网络相比传统期刊制度,则提供了更好的保障,Bradley坚信。每个在维基上的小改动都将有一个时间点的标记,他解释说。“因此,假如真的有人想要窃取你的成果,那将很容易证明你提出的时间比他要早——这反倒更令他们自己难堪。我认为根本上推进科学开放的因素在于:恐惧与敬畏。假如你等着期刊发表,那么你研究成果的公开可能要等上6到9个月。但是通过开放科学网络,你关于优先权的声明将可以立即发布出来。”

  按照Bradley完全透明“开放笔记本”的做法,如他所倡议的那样,所有的都应当被在线公开:实验的章程,成功的结果,失败的尝试,甚至准备出版的文稿。“一个简单的维基堪称一个几近完美的实验室记录”,他如是说。每一条记录的时间点标记不仅证明了自己的优先权,也使得所有人都能回顾实验中每个人的贡献,即便是在一个大范围的合作中也很有效。

  但Bradley也承认,有时正是一些法律上的原因使得研究者为之三思。假如涉及病人或者其他人权的问题,例如,隐私显然是一个应该考虑的方面。另外,假如你认为你的研究工作将会产生新的专利,那么专利局是否认可将维基上的发布作为专利优先权的证据,仍未得到明确的表示。等到这些事情都解决了,他说,“标准的法律建议将会告诉你:请不要在你申请专利之前泄露你的想法”。

  不过,Bradley认为,科学家们越开放越好。举例来说,当他开放UsefulChem的时候,他的实验室里正在在研究医治疟疾一类病症的合成药物。但由于搜索引擎能够索引他们团队正在研究的内容,甚至不需要繁琐的密码,于是“我们突然间发现许多通过Google找到我们的人请求与我们合作。国立癌症研究所(the National Cancer Insitute)与我们联系,希望测试一下我们研究的合成药物是否可用作抗肿瘤剂。印第安纳大学(Indiana University)的Rajarshi Guha向我们提供关于分子对接(docking)的计算——计算出哪些分子将具有高活性(reactive)。如此等等,不一而足。因此,我们现在不单是一个实验室在进行研究,而是一个实验室网络的通力合作。”

 

“恐博症”(Blogophobia)

  虽然维基的应用正在日益增长,然而科学家们却以极其缓慢的速度接受Web 2.0另一个最流行的应用领域:网络日志,即博客(blogging)。

  “这与科学家们历来所受的训练是背道而驰的”,杜克大学(Duke University)的遗传学专家Huntington F. Willard在2007年4月北卡罗莱纳州科学志会议(North Carolina Science Blogging Conference)上如是说,这场首次召开的全国性聚会就这一议题作专门探讨。博客的首要出发点是自发性——迅速捕捉记录自己的见解,即使有错误或片面的可能。“但是对一位科学家而言,这会是个艰难的转变”,现任杜克大学基因科学与政策研究所的主管Willard解释道,“当我们发表某一言论之前,总的来说,我们都经历了漫长的过程,起草文稿,并经过同行评议。每一个用词都经过精心推敲,因为这些文字将被永远留存下去。没有人愿意读这样的东西,‘与Willard与他的同事们的研究结果相反……’”

  尽管如此,Willard十分钟情于博客。作为一名报纸专栏的常客作者来说,他认为科研人员应该尽己所能以负责任的态度发表见解。博客之所以逐渐开始流行,是由于大多数博客允许访客对私人文章发表评论,而且已被证明是各种讨论与集思广益的绝佳媒介。Bradley的UsefulChem博客就是一个例子,另外还有Paul Bracher的Chembark也是其中的代表。“Chemback已经成为化学界的‘水冷却器’,”正在攻读哈佛大学化学博士的Bracher这样比喻说。“对话往往涉及这样的内容:科研机构应当受什么样的资助?应当以何种方式来管理实验室?什么样的举止能令你对老板肃然起敬?但这里不像冷却器周围那样只围着五个人,这里有着来自全世界的成百上千的人。”

  当然,对于很多Bracher主要读者群中的很多人来说——年轻的科研人员仍在努力争取获取教授职位——使得这些讨论可能看似一片雷区。有相当数量的讨论者都使用假名,这是出于害怕触及一些教授的面子,进而使学生错失之后的工作机会。其他潜水的讨论者则从未涉足,这则是因为他们认为,与其浪费时间在网络社区上,倒不如花些时间赶做明年发表的论文。“论文的同行评议是就业与升职的基础”,公共科学图书馆(PLoS ONE)的Surridge认为,“科研人员不参与博客,是因为他们从中毫无收益。”

  成果的评定标准问题是博客与科学2.0其他方面受到广泛应用的最大障碍之一,伦敦《自然》出版集团(Nature Publishing Group,此集团的母公司——Macmillan出版公司——也订阅了《科学美国人》)网上发布主管Timo Hannay表示认同。然而,这种技术本身能再度解决这一问题。“没有人相信,一个科学家的唯一贡献仅仅体现在他发表的论文里,”Hannay说,“大家知道,一个好的科学家也应当能够在会议上作演说,交流想法,以及在团队中起到领导作用。发表论文之所以成为评价的标准,只是在于它是一个总能被衡量的东西。然而现在,随着这种非正式沟通交流的推进,其他方面的衡量也将会变得越来越容易。”

 

共享成果

  对于其中任何措施的接受与认可,都将会引发学术研究领域的巨大变革。但在科学2.0的拥护者看来,网络技术真正的意义在于,使得科研人员的视线从过于关注自己成果的优先与发布上移开,转变为一种新的形式,这是一种开放与协作,是真正实现将科学置于首位的标志。“近期以来,我虽然没有见到正式科研论文的消减,”Surridge说道,“但的确发现,更多的合作活动及研究成果的增长。”此后也发现:公共科学图书馆(PLoS ONE)不仅允许用户注释与评价网上发布的论文,而且还可用1级至5级的等级给论文质量作评判

  与此同时,Hannay正积极地带领《自然》出版集团(Nature)进军Web 2.0领域。“我们真正的使命并不是发表期刊,而是增进科学的交流,”他坦言,“我们已经意识到,在互联网上能够彻底地改变传统交流的方式。”在《自然》出版集团网络版(Nature Network)的努力中,包括为科研人员构建的交际网络,社会化书签站点Connotea(仿照热门网站del.icio.us,但对搜索结果的参考引用作了优化),甚至还有一个开放式同行评议的试验,以及正式出版前供访客评论补充的文稿。

  作为一位全天候博客(Blog Around the Clock)的作者,也是公共科学图书馆(PLoS ONE)的网络社区主管,Bora Zivkovic认为,事实上,当前有关科学2.0的试验之数量激增,想要一一留心记录几乎是不可能的。“这是一个达尔文式的增殖过程”,他认为,“即使有约99%的想法行将灭绝,但总有新生的想法出现并迅速蔓延。”

  “我不喜欢去预测未来的这一切将会走向何方”,Hooker补充说,“但是我很乐意打赌,假如我们抵达那里的话,我们一定会爱上那里的。” 


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