Research Ideas and Outcomes :
Research Article
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Corresponding author: Felicitas Kruschick (felicitas.kruschick@ifs.uni-hannover.de)
Academic editor: Tamara Heck
Received: 26 Apr 2022 | Accepted: 11 Jan 2023 | Published: 16 Jan 2023
© 2023 Felicitas Kruschick, Kerstin Schoch
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Kruschick F, Schoch K (2023) Knowledge equity and Open Science: An attempt to outline the field from a feminist research perspective. Research Ideas and Outcomes 9: e85860. https://doi.org/10.3897/rio.9.e85860
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Knowledge equity is a broad concept. Although it is linked to the goals of Open Science, it is rarely discussed in the scientific community. The term refers to a variety of aspects such as epistemology, research methods, data analysis, inclusive education, equal representation, participation, and science communication. It is reflected on individual, institutional, and structural levels.
In this article, we attempt to outline the field theoretically against the background of a power-theoretical perspective and discuss what knowledge is in the first place. In a second step, we explore the question of what is hidden behind the terms equality and equity and to what extent these concepts can be linked to the underlying concept of knowledge. When can we speak of equity, why, and to what extent? Finally, the article links the overall social development of increasing sensitivity to diversity, which is discussed in conjunction with inclusive education and inclusion in general. Herein we refer to concepts of intersectional feminist research, the principles of Open Science, and a critical perspective on the concept of diversity.
For illustration, exemplary projects associated with the Open Science Fellow Program, which address the issue of marginalized groups in the research process, are described. Among others, these relate to the following focal points: Data collection of non-binary gender, awareness of adultism, collaborative interpretation with interviewees, queer narratives, diversity in editorial boards, research in the context of North-South relations, participatory science communication using art, and exclusion factors of science communication.
The overarching question we ask in this article is the extent to which knowledge equity is relevant to marginalized groups and exclusive dynamics in terms of an inclusive rationale and how those dynamics can be identified by using critical perspectives and self-reflexive considerations.
feminism, inclusion, intersectionality, knowledge equity, Open Science
Open Science (OS) is more than a practical or technical approach to make science transparent, reproducible, and accessible. The OS community is actively working on changing science, academia, and their practices. OS relates to a sociopolitical movement towards collaboration, fairness, and justice. As
We, the authors, understand knowledge equity as a broad concept that refers to a variety of aspects such as epistemology, research methods, data analysis, inclusive education, equal representation, participation, and science communication. Equity – or rather inequity – is reflected on individual, institutional, and structural levels. In this article, we share general theoretical considerations on knowledge, power, equity, and inclusion. We address knowledge equity on various levels that can provide implications for the community. Hereby we discuss three exemplary areas in detail and illustrate them by particular examples associated with the
Feminist epistemology
Equal opportunities
Science communication
Being aware of the wide bandwidth of the topic, we make the following preliminary delimitations. First, this article is an attempt to define and describe the term knowledge equity with regard to its implications for OS beyond technical perspectives on OS principles (Open Methodology, Open Source, Open Data, Open Access, Open Peer Review, and Open Educational Resources). Second, instead our focus lies on a sociopolitical stand that refers to inclusivity, intersectionality, and a feminist perspective. So one overarching question is how research can deal with marginalization at different stages of research processes and in terms of an inclusive rationale. Our feminist perspective refers to
First of all we want to underline, that knowledge itself is highly normative and therfore can not claim objectivity or universal validity. This point is of high interest, when it comes to the question of equity in terms of resources, liberty and social as well as political inclusion of marginalized groups, what will be justified in detail in the following.
Knowledge is more than the sheer accumulation of findings. Sir Francis Bacon, author of the idiom of 'knowledge itself is power' (
'Knowledge is power, but it quickly leads to the shock that knowledge can become unrestricted and uncontrollable, forces us to realize that all access to knowledge remains bound up in power relations, and results in the realization that all results that present themselves as seemingly secure knowledge must be relativized and reflected upon in terms of their references to power.' (
What we conclude from this quotation is firstly, that knowledge can be understood as an instrument of liberation on the one hand, but an instrument of domination on the other. It turns out that knowledge is power, but power also forms knowledge at the same time. In this way, a tension opens up between reason and domination, which establishes critical perspectives on the processes of knowledge production, appropriation, and use and thus provides important implications for reflection (ibid.).
'Knowledge is under the lock and key of the rulers, inaccessible to the ruled, except in the sort of prepared and falsified form that suits the rulers' (
We summarize that knowledge can never be regarded as static, universal, or even neutral. Instead we are regarding it as an unfinished entity in terms of history, perspectives, and interests. Furthermore, knowledge must be reflected and discussed against the background of exclusionary power relations and processes of hierarchisation and discrimination in favor of marginalized groups. A responsible use has therefore to be a constant part of the treatment and negotiation of knowledge. This aspect should be evident, for example, in the context of scientific research when research ethics are considered.
Even though the concepts of equity and equality differ fundamentally, the terms are often used synonymously. As equality means the distribution of the same amount of resources or opportunities to each individual or group, equity focusses on individual circumstances. Equity therefore aims to recognize that each person has different capabilities, is located in different circumstances, and seeks to allocate the resources and opportunities that are needed to reach an equal outcome. So wherein equality stands for the equal amout of resources, equity is aiming to distribute different amounts of resources. We, the authors as part of the OS movement, stick to the idea of equity since it is highlighting a more applicable, critical perspective towards exclusion and marginalization. Thus we understand equity – or social equity in particular – as both, a wish and a claim. We consider it a ethically justified basic human need and a political issue.
According to
Political equity: Adequate distribution of rights, freedoms, opportunities, etc.
Social and economic equity: Distribution of material goods and resources
Gender equity
Equity towards marginalized groups
Intergenerational equity
Punitive equity
International equity
We highlight that a demarcation of the individual issues is neither given nor would it be purposeful. Rather, we assume a reciprocal, dynamic influence, which renders the question of equity exceedingly complex. Nonetheless, the theoretical approach via the institutional ethical topics cited by us offers orientation and a simplified understanding of the context in which we pose the question of equity. So what can knowledge equity mean if we continue these theoretical considerations on knowledge and power?
We understand knowledge equity as a multidimensional interplay of 'place' (in which framework does equity manifest itself?) and 'actor' (who or what is affected by equity?) against the background of temporal developments and on the basis of power relations. This multidimensional interplay is dynamic. The elements change over time and produce new inequity continuously. The dynamic nature has implications for the negotiation of the lack of knowledge equity: It is never completed, since the question must always be posed anew. Both, the conditions of the framework in which knowledge equity is constituted and the actors who experience inequity change over time and are continuously reconstituted against the backdrop of changing power relations. In consequence, the question of knowledge equity is not a finite one. It is rather to be posed continuously anew, since places, actors, and power are changing over time and thus lead to new marginalization processes. We therefore need to continuously ask the following:
Who is included and who is left behind? Who is benefiting and who is not? Whose voices are being heard and whose are silenced? Who dominates theoretical discourses? Which epistemologies and hierarchisation construction is knowledge based on? And the overall question: Why? (see
Moreover it is important to ask who possesses which knowledge and what knowledge hierarchies can be identified. Why and to what extent does inequity come to the surface and how is it ultimately produced? For us it becomes apparent that the question of knowledge equity can be posed on three different levels: Firstly, the production of knowledge, secondly, the distribution of knowledge, and thirdly, access to knowledge. These levels are interdependent and require the analysis of personal, epistemic, systemic, and structural barriers (see also
We conclude three consequences: Firstly, the question of knowledge equity is a highly normative one and understanding varies. Secondly, the question of knowledge equity is rather a site of encounter of different perspectives. This opens up a space for reflection and generates access to different options for action (
However, the topic of marginalization dynamics in society and its goods is not new. The concept of inclusion and exclusion has always sought to describe dynamic including and excluding processes, both, descriptively and normatively, to make them analyzable from a theoretical perspective. Inclusive education in particular faces the challenge of making knowledge and education equally accessible to all and both exposing and overcoming marginalization. It is strongly concerned with analyzing constructions of difference such as class, race, gender, disability, which can lead to systematic exclusion in the context of knowledge and education. We constitute the question of knowledge equity against the backdrop of inclusive concepts as an important element on the way to an inclusive society. We see it compatible with the development policy premises of the 2030 Agenda, which is equally situated with the inclusive self-image Leave no one behind (LNOB;
'Everyone has the right freely to participate in the cultural life of the community, to enjoy the arts and to share in scientific advancement and its benefits.' (Universal Declaration of Human Rights. Article 27;
The Universal Declaration of Human Rights adopted by the United Nations General Assembly in 1948 is considered a milestone in the history of human rights, as it is proclaimed for the first time as a common standard 'for all peoples and all nations' (
'We envisage a world of universal respect for human rights and human dignity, the rule of law, justice, equality and non-discrimination; of respect for race, ethnicity and cultural diversity... A just, equitable, tolerant, open and socially inclusive world in which the needs of the most vulnerable are met.' (2030 Agenda: Universal Values;
With the adoption of the 2030 Agenda in 2015, the vision of a just, non-discriminatory, and appreciative world entered international development policy. The agenda formulates 17 Sustainable Development Goals (SDGs;
The minimization of inequalities is to be made realizable, among other things, through inclusive education (SDG 4) and global partnerships (SDG 17). In terms of inclusive education, this is primarily about equal access to knowledge and education, the development of safe, non-violent, inclusive learning environments, and the transfer of necessary knowledge and skills to promote sustainable development. These should ensure 'a culture of peace and non-violence, global citizenship, and appreciation of cultural diversity' (SDG 4. Target 4.7).
The exchange of and access to knowledge remains one of the main criteria for building global partnerships (cf. SDG 17. Target 17.16) and should thus contribute to reducing inequalities and marginalization dynamics. SDG 17 therefore plays a significant role when speaking about knowledge equity, as this goal is particularly focusing on promoting through sharing knowledge and enhancing through assisting with knowledge. Especially SDG 17.6 is summarizing this idea very well, because it is highlighting 'international cooperation on and access to science, technology and innovation' (Goal 17:
In summary, the question of knowledge equity opens up against the background of central guiding principles of the 2030 Agenda and thus opens up concrete areas for reflection and action on how to achieve or at least strive for knowledge equity.
'Imagine a world where all of humanity's knowledge is freely available to everyone' (
Even if OS is providing important implications for reflections on exclusionary dynamics and therefore leading to a greater understanding of knowledge equity in a certain way, for us it is however clear that it is not sufficiently when aiming to equal livelihoods. We take the position that OS does not automatically lead to knowledge equity per se, because justice usually does not come by itself. Historically speaking in most cases it has been fought for by the marginalized. OS has so far been narrowed in the direction of access to knowledge, in which the question of knowledge equity has played a marginal role. It is rather addressed as an incidental side effect of OS, but not declared as a specific goal. We are OS advocates ourselves. We consider it as a useful basis for the equity of knowledge (access, distribution, and production). In the following, three exemplary fields of feminist research practices will illustrate how such considerations towards more knowledge equity might look like based of the OS idea.
As outlined, this section focuses on three main exemplary areas of knowledge equity: A feminist epistemology, equal opportunities, and science communication. For an illustration of these, we introduce projects and research associated with the
The first and fundamental area is epistemology. It refers to knowledge in terms of claims, attributions, conditions for its possibility, the nature of truth, and justification. From an intersectional feminist perspective this means to rethink subjectivity along with an analysis of social and contextual aspects on justification (
Cultural forms, such as thinking, art, science, and anthropology, once were the product and an alibi of an imperial and colonial power. Due to dominant structures, they became one and the same with thinking, art, science, and anthropology in general. Largely they are still understood as culture itself. In consequence, for example a white gaze claims universality for something that is not universal (
Precisely speaking, its gaze on the world is predominantly white, endo cis male, hetero, able-bodied, middle class, and Christian socialized. One exemplary consequence of this is that the world is widely perceived as a white construct, in which white experience is generalized to humankind. Empirical studies on visual perception, justice, value systems, logic, or intelligence collect data of white people living in white countries with white conditions (
In contrast, an intersectional feminist epistemology can result in more inclusive research processes, data, and results. One example for more diversity and representativity of data collection are inclusive gender measures beyond the binary, as
Our second exemplary area refers to patriarchal structures and equal opportunities in academia. Starting early with inclusive education we address the question of who has access to education and higher education? Who is privileged enough to become a researcher? Who gets tenure positions and hereby shapes scientific practices and paradigms? Marginalized groups are under-represented in academia relative to their proportion in the general population, which is critical regarding the openness and universality of science. This fact is often referred to as leaky pipeline, where individuals either progress through the series of academic stages or leave academia altogether (
As an example for more transparency regarding editors as 'gatekeepers of knowledge' (
Although knowledge and academic staff urgently needs to be diversified, we share a critical view on a performative concept of diversity that is currently being appropriated by capitalist and neoliberal structures within and beyond academia. Achieving diversity does not necessarily create inclusivity since representation does not automatically lead to structural equality. Parallels can be drawn to OS, which does not automatically create knowledge equity. The mere addition of researchers from marginalized groups does not mean that science becomes equal. One counter-example are white middle class able-bodied cis women in leadership positions, who reinforce existing power dynamics. We and many other feminist scientists believe that to achieve actual equality, the whole system needs a sustainable change in its structures. Equal opportunities need to tackle classism, racism, sexism, ableism, and other forms of discrimination from the very start in terms of inclusive education. This change must start far before higher education with equal opportunities from early childhood on.
Research on inclusive education in the context of the North-South divide provides us with critical considerations regarding this. 'From West to the Rest' (
Inclusive education is a concept that – under a normative perspective – should ask the questions of who is left behind, why they are left behind, and how to minimize marginalization. It contains a problematic potential, when it is being analyzed in North-South relations. The North-South negotiation of the concept resonates with an exclusive character, since understandings of disability and inclusion other than one's own are not perceived as such. In this way, both theoretically and practically, a vicious circle is manifested that unilaterally produces and affirms interpretive and scientific sovereignty. So when it comes to research on inclusive education in the context of the North-South divide we have to underline that equal opportunities represent no more than an illusion. Research on inclusive education does not mean that the research itself is inclusive. Rather, exclusive moments can be identified at different points in the research process that need to be addressed in order to achieve equal opportunities (see also
The third exemplary area we discuss is concerned with the addressees of scientific knowledge. Who is addressed by science? Who understands the scientific method? Who can benefit from scientific knowledge? Communicating scientific knowledge and methods to a broader audience aims to enable informed decision making and participation of citizens in society and political discourse (
For example, the Pop-up Institute (
However, although science communication is increasingly becoming a standard in the last few years, it does not automatically reach all people at the same level.
Science communicators need to be aware and develop strategies of how to reach marginalized groups in particular that are often left out. Science for All (
We agree with
When it comes to recommendations on how to do Open Science more inclusive there is not one answer that fits all. Since fields of research, infrastructure, and marginalization experiences differ widely between researchers and institutions, approaches towards knowledge equity need to be differentiated and specific. Institutions as well as researchers must make an effort to educate themselves, reflect on knowledge equity in their area of responsibility, and actively work towards a more equitable academia and science. Furthermore, the question of equity in the context of knowledge is not a finite one. The question is rather to be posed continiously anew, since marginalization dynamics are also changing over time. We therefore need to continiously ask the following:
Who is included and who is left behind? Who is benefiting and who is not? Whose voices are being heard and whose are silenced? Who dominates theoretical discourses? Which epistemologies and hierarchisation construction is knowledge based on? And the overall question: Why?
However, we belong to a growing number of early career feminist researchers who claim the OS movement in social sciences. We believe that the movement and its community provide a certain level of openness, ideology, and impact for changes in academia and science. We consider it as potentially fertile soil for a further implementation of intersectional feminism and knowledge equity. In summary, we believe that research and researchers must commit to self-reflection on their privileges and fill the blank spaces when it comes to epistemology, equal opportunities, and communicating science. We call for an active allocation of resources and space for marginalized colleagues, voices, and knowledge. Feminism and Open Science are a powerful collaboration
We gratefully acknowledge Thomas Gengenbach, Lily Martin, Maria Henkel, and Jana Hoffmann for their valuable feedback on the manuscript. The publication of this article was kindly supported by RIO. We would like to thank RIO and Wikimedia Deutschland for enabling this collection.