"An Institutional Perspective to Rescue Scholarly Orphans" presentation at FORCE11 2019

1. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Martin Klein
Los Alamos National Laboratory
@mart1nkle1n
https://orcid.org/0000-0003-0130-2097
An Institutional Perspective
to
Rescue Scholarly Orphans

2. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Teamwork
• Los Alamos National Laboratory:
• Lyudmila Balakireva
• Martin Klein
• James Powell
• Harihar Shankar (now at 98point6)
• Herbert Van de Sompel (now at DANS)
• Old Dominion University:
• Sawood Alam
• Grant Atkins (now at Mitre)
• Shawn Jones
• Mat Kelly (now at Drexel U)
• Michael L. Nelson

3. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Scholars Use Productivity Portals

4. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
(Scholarly) Productivity Portals

5. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
(Scholarly) Productivity Portals

6. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
(Scholarly) Productivity Portals

7. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
(Scholarly) Productivity Portals

8. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
(Scholarly) Productivity Portals

9. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Emma Schymanski
https://orcid.org/0000-0001-6868-8145
https://github.com/schymane
https://www.slideshare.net/EmmaSchymanski
https://figshare.com/authors/Emma_Schymanski/5087039
https://publons.com/author/1538491/emma-schymanski#profile
https://www.eawag.ch/en/aboutus/portrait/organisation/staff/profile/emma-schymanski/

10. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Daniel Mietchen
https://orcid.org/0000-0001-9488-1870
https://about.me/daniel.mietchen
https://github.com/Daniel-Mietchen
https://www.slideshare.net/Daniel.Mietchen
https://figshare.com/authors/Daniel_Mietchen/97650
https://en.wikipedia.org/wiki/User:Daniel_Mietchen
https://publons.com/author/18329/daniel-mietchen#profile

11. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Status quo 1/3
• The researchers’ institutions are in the dark
• Do not know about the existence of these artifact
• Do not have a copy of these artifacts
Research and Research Communication on the Web

12. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Status quo 2/3
• Uncertainty regarding long-term access
• Commercial: changing business model, no preservation
commitment
• Not for profit: unpredictable funding stream
Research and Research Communication on the Web

13. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Status quo 3/3
• Not systematically archived
• No frameworks like LOCKSS/Portico exist for these artifacts
• Researchers only selectively deposit artifacts in portals that provide
archival guarantees; to obtain a cite-able DOI
• Can’t expect researchers to (also) upload all artifacts in IRs
• Web archives only incidentally archive these artifacts,
cf. anecdotal & Hiberlink project evidence
Research and Research Communication on the Web

14. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Emma’s SlideShare Artifact: 0 Mementos
https://www.slideshare.net/EmmaSchymanski/dmcm2018-community-resources-connecting-chemistry-and-toxicity-knowledge
http://timetravel.mementoweb.org/

15. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Daniel’s Figshare Artifact: 1 Memento
https://figshare.com/articles/Wikidata_Wikibase_and_a_federated_ecosystem_of_structured_knowledge_for_open_science/7195358
http://timetravel.mementoweb.org/
http://web.archive.org/

16. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Hiberlink Evidence
Web resources referenced in Elsevier corpus (1996-2012)
without representative Memento in public web archives
Martin Klein, Herbert Van de Sompel, et al. (2014) Scholarly context not found. In: PLOS ONE
https://doi.org/10.1371/journal.pone.0115253

17. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Scholarly Orphans Project
How to faithfully capture Scholarly Orphans
for long-term archiving?
The Scholarly Orphans project
is funded by the Andrew W. Mellon Foundation

18. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
The Scholarly Orphans Project
• Explores an institution-driven paradigm
• Academic institutions typically have a long shelf life
• A basic premise underlying e.g., LOCKSS, perma.cc
• An academic institution should be interested in capturing the
artifacts (intellectual property) its scholars deposit on the web
• Collecting and archiving such artifacts aligns with the
mission of national & academic libraries
• Manageable scale cf. “everything by everyone”

19. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
https://en.wikipedia.org/wiki/University_of_Edinburgh

20. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
https://en.wikipedia.org/wiki/University_of_Edinburgh

21. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Institutional Pipeline

22. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Tracking Artifacts

23. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Capturing Artifacts

24. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Archiving Artifacts

25. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Pilot - myresearch.institute

26. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute
Researchers
• Uniquely identified by ORCIDs
• Web identities in multiple portals
• Create various types of artifacts

27. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute - Portals
• Tracking started August 27 2018
• Tracking artifacts created starting
August 1 2018
• > 17,600 artifacts tracked to date
for all 16 researchers

28. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute - Artifacts
• schema.org typology:
• Answer
• Article
• BlogPosting
• Comment
• Dataset
• PresentationDigitalDocument
• Question
• Review
• SoftwareSourceCode

29. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute - Demo
https://myresearch.institute/

30. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute - Demo
https://myresearch.institute/event/a7e9b20d9e82495f8081ed519119f48d/

31. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute - Demo
https://scholarlyorphans.org/memento/20191014114510/https://github.com/sloria/TextBlob

32. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
myresearch.institute – Statistics
• 17,630 unique artifacts tracked, captured, and archived
since 08/01/2018
• 67 MB event database
• 89 GB of WARC files
• 3.1 GB of web archive index

33. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Productivity Portal Distribution

34. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Researcher Contributions

35. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Researcher Contributions

36. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Artifact Frequency per Day

37. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Artifact Frequency per Portal

38. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Summary
• The Scholarly Orphans project explores an institution-driven
approach to capture scholarly artifacts deposited in web portals
• Artifacts out of scope of existing archival approaches such as
LOCKSS, Portico, web archives
• Institutions have a long shelf life, should be interested in
collecting these artifacts, and have feasible scale for
identity/artifact discovery
• Prototype at myresearch.institute illustrates feasibility, opportunities,
and challenges of this institutional perspective

39. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
“Ha, this is awesome! Thanks for letting me know - carry on as usual, and feel
free to monitor away. I'll try not to change my behaviour or anything now with
this new knowledge :)”
“This is fine, since everything you are capturing is public to start with. I also
wonder if you know about Software Heritage?”
“I’m very comfortable with being part of this (very important) research project”
“I'm cool with it :-)”
“Interesting project! I’m happy to participate.”
“One more thing, is it possible to get a copy of the URI-Rs that you guys
detected so that I can feed them into an archive of my choice?...”
What Our Researchers Say…

40. An Institutional Perspective to Rescue Scholarly Orphans
@mart1nkle1n
FORCE11, Edinburgh, UK, October 16th 2019
Martin Klein
Los Alamos National Laboratory
@mart1nkle1n
https://orcid.org/0000-0003-0130-2097
An Institutional Perspective
to
Rescue Scholarly Orphans