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The Infrastructure for
Alternative Metrics
What do we need to compare
digital apples to digital apples?
!

Todd Carpenter, Executive Director, NISO	

AAAS Annual Meeting 	

Chicago, IL | February 16, 2014
We hate discussing infrastructure
Photo: Minneapolis College

of Art and Design Library
About
•

Non-profit industry trade association accredited
by ANSI with 190+ members	


•

Mission of developing and maintaining technical
standards related to information, documentation,
discovery and distribution of published materials
and media	


•

Volunteer driven organization: 400+ spread out
across the world	


•

Responsible in various wasy for standards like
ISSN, DOI, Dublin Core metadata, DAISY digital
talking books, OpenURL, MARC records, and ISBN
Photo by dumbledad on Flickr http://www.flickr.com/photos/dumbledad/298650884/!
But what is the
“infrastructure” for
assessment?
We stand on the
shoulders of giants...
The Mighty Citation
Impact factor
Thomson-Reuters 

IMPACT FACTOR
Two Stanford Students
Two Stanford Students
They wrote a paper
They started a company in
someone’s garage

Photo: AP
A simple conclusion
can be drawn
Citations are awesome, aren’t they? 	

A perfect solution to all the world’s
problems, no?
Back to Sir Isaac Newton
“What Des-Cartes did
was a good step.You have
added much several
ways, & especially in
taking ye colours of thin
plates into philosophical
consideration. If I have
seen further it is by
standing on ye shoulders
of Giants."
Caveat emptor
Citations
aren’t always
what we
think they
are
Another problem with citations
So where to from here?
Define altmetrics,
please
Social Media Metrics

Image: Danny Brown, The State of Social Media Marketing 2012
Usage Based Metrics
Click Map Analysis
Network Analysis
Clickstream data yields highresolution maps of science
Johan Bollen, Herbert Van de Sompel, et al.
PLoS One, February 2009
Network Analysis
Clickstream data yields highresolution maps of science
Johan Bollen, Herbert Van de Sompel, et al.
PLoS One, February 2009
Behavioral Metrics
Sentiment Analysis
Non-traditional content
Assessing
impact of 

new forms of
communication
isn’t as simple
as one might
think.
Image: Domenico, Caron, Davis, et al.
Non-traditional content
Assessing
impact of 

new forms of
communication
isn’t as simple
as one might
think.
Image: Domenico, Caron, Davis, et al.
We’ve got what,
now how?
What can be measured?

Image: Flickr user karindalziel
How do we 

measure things?
At what granularity do
we measure things?
Consistency in what is counted

Source:	
  Scott	
  Chamberlain,	
  Consuming	
  Article-­‐Level	
  Metrics:
Observations	
  And	
  Lessons	
  From	
  Comparing	
  Aggregator	
  Provider	
  Data,	
  Information	
  Standards	
  Quarterly,	
  Summer	
  2013,	
  Vol	
  25,	
  Issue	
  2.
Which measurements are
valuable?
How do we ensure the
validity of those
measurements?
How to
(or even if we should)
deal with other issues
such as gaming?
What infrastructure
do we need for
alternative metrics?
Basic Definitions
!

(So we are all talking
about the same thing)
Comparison across providers

Source:	
  Scott	
  Chamberlain,	
  Consuming	
  Article-­‐Level	
  Metrics: Observations	
  And	
  Lessons	
  From	
  Comparing	
  Aggregator	
  Provider	
  Data,

	
  Information	
  Standards	
  Quarterly,	
  Summer	
  2013,	
  Vol	
  25,	
  Issue	
  2.
Authorship
----Disambiguation
&
Contributor Roles
Element Identification
Open exchange of
component data
=
TRUST
Where does NISO fit in?
Alterna(ve	
  Assessment	
  
Ini(a(ve	
  
!

Phase	
  1	
  Mee(ngs
October	
  9,	
  2013	
  	
  -­‐	
  San	
  Francisco,	
  CA
December	
  11,	
  2013	
  -­‐	
  Washington,	
  DC
January	
  23-­‐24	
  -­‐	
  Philadelphia,	
  PA
!

Phase	
  1	
  report	
  expected	
  in	
  May	
  2014
Just	
  a	
  few	
  ideas	
  from	
  in-­‐person	
  mee(ngs	
  
Disambigua)on	
  problems	
  
Create	
  a	
  central	
  repository	
  for	
  data	
  
Define	
  provenance	
  for	
  metrics	
  
Foster	
  culture	
  of	
  DOI	
  use	
  in	
  mass	
  media	
  
Establish	
  defini)ons	
  for	
  metric	
  types	
  
Define	
  data	
  extract/gathering	
  methods	
  
Standardize	
  units	
  of	
  measure	
  
Define	
  levels	
  of	
  transparency/privacy	
  
!
Alterna(ve	
  Assessment	
  Ini(a(ve	
  
!

Phase	
  2
Presenta(ons	
  of	
  report	
  (June	
  2014)
Priori(za(on	
  Effort	
  (June	
  -­‐	
  Aug,	
  2014)
Project	
  approval	
  (Sept	
  2014)
Working	
  group	
  forma(on	
  (Oct	
  2014)
Consensus	
  Development	
  (Nov	
  2014	
  -­‐	
  Dec	
  2015)
Trial	
  Use	
  Period	
  (Dec	
  15	
  -­‐	
  Mar	
  16)
Publica(on	
  of	
  final	
  recommenda(ons	
  (Jun	
  16)
May 15, 2013

74
Thank you!
Todd Carpenter, Executive Director	

tcarpenter@niso.org	

@TAC_NISO	

!

National Information Standards Organization (NISO)	

3600 Clipper Mill Road, Suite 302	

Baltimore, MD 21211 USA	

+1 (301) 654-2512	

www.niso.org

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