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PASTEUR4OA Data visualisation

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An Introduction to Data Visualisation
For Open Access advocacy
25/08/2015 An Introduction to Data Visualisation 1
Marieke Guy
Marieke.guy@okfn.org
PASTEUR4OA
» PASTEUR4OA: Open Access Policy Alignment Strategies for European
Union Research
» EU-funded project 2014 – 2016
» Supports the development and/or reinforcement of open access strategies
and policies at the national level and facilitate their coordination among all
Member States
» 15 partners across Europe
» Key nodes - Europe-wide network of centres of expertise on open access
and scholarly communication
» EC’s policy for Open Access in Horizon 2020 is the foundation of the
PASTEUR4OA advocacy work
25/08/2015 An Introduction to Data Visualisation 2
http://pasteur4oa.eu/
ROARMAP
» ROARMAP: Registry of Open
Access Repository Mandates and
Policies
» Searchable international registry
charting the growth of open access mandates adopted by universities,
research institutions and research funders
» PASTEUR4OA work involved developing a new classification scheme for
the registry
» Project has also added almost 300 new policy entries to the ROARMAP
database. On 24th August 2015 contains 725 policies.
» Interesting data, wanted to show in interesting ways!
25/08/2015 An Introduction to Data Visualisation 3
http://roarmap.eprints.org/
WRITING A SPECIFICATION
Data Viz Brief
» Exploit the ROARMAP database and create visuals to be produced
for advocates to use in presentations, literature etc.
» Develop ways to show the statistics in an attractive form, e.g.:
›  Maps (Europe, the world, individual continents) showing where
policies are
›  Charts showing data such as funder type, what is mandatory, etc.
» Create interactive online visualisations using data dumps
» Use live data if possible
» For policy makers, institutions, researchers, individuals
25/08/2015 An Introduction to Data Visualisation 5
http://pasteur4oa-dataviz.okfn.org/
Spec: Things to think about
» What is the budget for the work?
» How much time and resources are available for the work?
» How will you get the data out of the system it is in? API, URL or other?
» Where will you store the visualisations?
» Where will you store the new data created? Will you release it openly?
» How often will the data be updated?
» Who can help you with your work?
» What is genuinely do-able?
25/08/2015 An Introduction to Data Visualisation 6

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PASTEUR4OA Data visualisation

  • 1. An Introduction to Data Visualisation For Open Access advocacy 25/08/2015 An Introduction to Data Visualisation 1 Marieke Guy Marieke.guy@okfn.org
  • 2. PASTEUR4OA » PASTEUR4OA: Open Access Policy Alignment Strategies for European Union Research » EU-funded project 2014 – 2016 » Supports the development and/or reinforcement of open access strategies and policies at the national level and facilitate their coordination among all Member States » 15 partners across Europe » Key nodes - Europe-wide network of centres of expertise on open access and scholarly communication » EC’s policy for Open Access in Horizon 2020 is the foundation of the PASTEUR4OA advocacy work 25/08/2015 An Introduction to Data Visualisation 2 http://pasteur4oa.eu/
  • 3. ROARMAP » ROARMAP: Registry of Open Access Repository Mandates and Policies » Searchable international registry charting the growth of open access mandates adopted by universities, research institutions and research funders » PASTEUR4OA work involved developing a new classification scheme for the registry » Project has also added almost 300 new policy entries to the ROARMAP database. On 24th August 2015 contains 725 policies. » Interesting data, wanted to show in interesting ways! 25/08/2015 An Introduction to Data Visualisation 3 http://roarmap.eprints.org/
  • 5. Data Viz Brief » Exploit the ROARMAP database and create visuals to be produced for advocates to use in presentations, literature etc. » Develop ways to show the statistics in an attractive form, e.g.: ›  Maps (Europe, the world, individual continents) showing where policies are ›  Charts showing data such as funder type, what is mandatory, etc. » Create interactive online visualisations using data dumps » Use live data if possible » For policy makers, institutions, researchers, individuals 25/08/2015 An Introduction to Data Visualisation 5 http://pasteur4oa-dataviz.okfn.org/
  • 6. Spec: Things to think about » What is the budget for the work? » How much time and resources are available for the work? » How will you get the data out of the system it is in? API, URL or other? » Where will you store the visualisations? » Where will you store the new data created? Will you release it openly? » How often will the data be updated? » Who can help you with your work? » What is genuinely do-able? 25/08/2015 An Introduction to Data Visualisation 6
  • 7. 25/08/2015 An Introduction to Data Visualisation 7 From Tableau
  • 8. DECIDE EARLY ON THE QUESTIONS YOU WANT TO ANSWER
  • 9. TALK TO EXPERTS AND SEE WHAT THEY THINK
  • 11. 25/08/2015 An Introduction to Data Visualisation 11 Open Access Policies by country – shows the top 10 countries From Infogram
  • 12. Data Sets Used » ROARMAP data - http://roarmap.eprints.org/ » Open Access (OA) policy effectiveness study – collected by PASTEUR4OA Project » Bibliographic metadata indexed by the Thompson-Reuters database (WoK) - http://wokinfo.com/ » Publication date was estimated based on the Altmetrics database and WoK publication date - http://www.altmetric.com/ 25/08/2015 An Introduction to Data Visualisation 12
  • 13. Data Sets: Things to think about » Is it a reputable source? » Is it openly available? » How up to date is the data? » Is the data easy to get out and work on? » Has the data been manipulated? » Are there omissions of data? » Will you need to combine data sets? » Do you need to add in other data e.g. country codes/names 25/08/2015 An Introduction to Data Visualisation 13
  • 14. An Introduction to Data Visualisation 1425/08/2015 14 From Tableau
  • 16. Useful Excel Functions » Sum – adding up » Count – the number of cells in a range that have numbers in them » Vlookup - lets you search for specific information in your spreadsheet » Concatenate – lets you combine text from different cells into one cell » Trim – removes extra spaces » Substitute – like replace but more versatile » Sheet/page layout – hide rows, filter data, lock columns etc. 25/08/2015 An Introduction to Data Visualisation 16
  • 17. Data: Things to Think About » You do need to be able to use excel…well » Have you checked your data recently? » Have you saved versions of your data and labelled them well? » Are you keeping notes about what you are doing? » Are you being consistent with your data? » Make sure you document processes » Countries can be tricky – make sure you are clear and consistent 25/08/2015 An Introduction to Data Visualisation 17
  • 18. REGULARLY CARRY OUT SANITY CHECKS ON THE DATA
  • 19. 25/08/2015 An Introduction to Data Visualisation 19 From Tableau
  • 20. CONTROL HOW YOUR SPREADSHEET IS LAID OUT - LESS IS MORE
  • 21. LEARN EARLY ON HOW TO REPLACE YOUR DATA SET IN THE TOOL
  • 23. 25/08/2015 An Introduction to Data Visualisation 23 Open Access Policies Worldwide by Continent   From Infogram
  • 25. Tools Used »  Tableau Public: http://public.tableau.com/s/ »  Open Refine: http://openrefine.org/ »  Python Pandas: http://pandas.pydata.org/ »  Many Eyes: http://www-01.ibm.com/software/analytics/many-eyes/ »  CartoDB: https://cartodb.com/ »  Raw: http://raw.densitydesign.org/ »  Datawrapper: https://datawrapper.de/ »  Infogram: https://infogr.am »  Easel.ly: http://www.easel.ly/ »  Piktochart: http://piktochart.com/ 25/08/2015 An Introduction to Data Visualisation 25 http://selection.datavisualization.ch/
  • 26. PLAY WITH LOTS OF TOOLS AND THEN COMMIT TO ONE OR TWO
  • 27. HAVING SEVERAL MACHINES TO USE CAN BE USEFUL
  • 28. 25/08/2015 An Introduction to Data Visualisation 28 From Tableau
  • 29. Tools: Things to Think About » Does it cost to use? » What is the licence? » Do you have the correct OS? » Can you get the visualisation out of the tool? » Can you link to live data? » Can you embed it? » Can you make a graphic of it? » Can you download it? » Does the tool expect you to be able to programme? 25/08/2015 An Introduction to Data Visualisation 29
  • 31. Delivery: Things to Think About »  Does it cost to use? »  What are the infographics going to be used for? »  What format should they be in? »  Is there a colour theme? What colours look good? »  Can you create a custom palette »  Can you distinguish between different parts of the chart? »  Is it clear what question the visualisation is answering? »  Is there enough information on the data visualisation? »  Is there a heading, comment box, labels, annotation, legend etc.? »  Is the result honest? Make sure you document where all the visualisations are 25/08/2015 An Introduction to Data Visualisation 31
  • 32. WORKING ON LIVE DATA IS A WHOLE DIFFERENT BALLGAME
  • 33. 25/08/2015 An Introduction to Data Visualisation 33 Live data From Google maps
  • 34. Useful Links » Data viz site: http://pasteur4oa-dataviz.okfn.org/ » Github site: https://github.com/okfn/PASTEUR4OA-dataviz/ » Pad: https://pad.okfn.org/p/pasteur4oa-data-viz » My Tableau profile: https://public.tableau.com/profile/marieke.guy#!/ » My infogram profile: https://infogr.am/mariekeguy » Live ROARMAP data: http://bit.ly/1Ri7rjl » Data stored at: https://zenodo.org/deposit/36339/ » Seeing data : http://seeingdata.org/about-seeing-data/ 25/08/2015 An Introduction to Data Visualisation 34
  • 35. 25/08/2015 An Introduction to Data Visualisation 35 Open Access Policies Worldwide by Continent From Infogram
  • 37. Thanks! 25/08/2015 An Introduction to Data Visualisation 37 Contact… Marieke Guy, Open Knowledge Marieke.guy@okfn.org www.pasteur4oa.eu