Impact beyond metrics: Telling
your research impact story
Research Support Community Day
Brisbane, Australia, 11 February 2013

Pat Loria
Research Librarian
University of Southern Queensland
Limitations of traditional metrics

                          Scholarly               Public
  Recommended             Faculty of 1000         Popular press
  Cited                   Traditional citations   Wikipedia
  Discussed               Scholarly blogs         Facebook, Twitter
  Saved                   Mendeley, CiteULike     Delicious
  Viewed                  PDF views               HTML views



  Adapted from Jason Priem, Altmetrics and Revolutions:
  https://docs.google.com/presentation/pub?id=1Y4JnchsmHHiOQdJsEpQr33qm
  MWqhZJrPTDAg1cZoCcI&start=false&loop=false&delayms=3000#slide=id.i0
Limitations of traditional metrics

                          Scholarly               Public
  Recommended             Faculty of 1000         Popular press
  Cited                   Traditional citations   Wikipedia
  Discussed               Scholarly blogs         Facebook, Twitter
  Saved                   Mendeley, CiteULike     Delicious
  Viewed                  PDF views               HTML views



  Adapted from Jason Priem, Altmetrics and Revolutions:
  https://docs.google.com/presentation/pub?id=1Y4JnchsmHHiOQdJsEpQr33qm
  MWqhZJrPTDAg1cZoCcI&start=false&loop=false&delayms=3000#slide=id.i0
Three generations of impact metrics




    Journal-    Author-    Article-
     level       level      level
    metrics     metrics    metrics
Different levels of metrics

   Journal-level metrics
         Journal impact factor

         SJR & SNIP

   Author-level metrics
         Citations per Paper (CPP)

         H-index

   Article-level metrics
         Articles, datasets, blogs, code, artistic creations

         Citations, mentions, views, downloads, etc.

         Altmetric bookmarklet, ImpactStory, etc.
USQ and the NCP calculator

   NCP: Normalized Citations per Paper
   Developed by USQ (Library and Systems)
   Uses Scopus RDCP data to normalize
   Normalization creates a level playing field
   Citations in low visibility/low citing fields
    normalized up
   Citations in high visibility/high citing fields
    normalized down
   Source code for NCP calculator to be released
    soon on GitHub
NCP calculator




   Citations: 2010; Papers: 2007-2009
Measuring impact beyond academia

 …impact is defined in a similar way as for the
 UK REF, i.e. “an effect on, change, benefit to the
 economy, society, culture, public policy or
 services, health, the environment or quality of
 life beyond academia”.

 ATN and Go8, Guidelines for completion of case studies in
 ATN/Go8 EIA Impact Assessment Trial: June – August 2012,
 http://www.atn.edu.au/eia/Docs/EIA_Trial_Guidelines_FINAL.pdf
Measuring impact beyond academia

 Impact Case Study (ATN & Go8, similar to REF)
    Institution
    SEO codes                         • Overheads?
                                       • Data sources?
    Title of Case Study
    Context
    Summary of Case Study Impact
    Details of Impact
    Research underpinning Impact
    Research outputs from research underpinning impact
    Additional information:
         Validation of impact
         People
         Investment income

  http://www.atn.edu.au/eia/Docs/EIA_Trial_Guidelines_FINAL.pdf
Alternative metrics or altmetrics

  [A]ltmetrics is the creation and study of new
  metrics based on the Social Web for
  analyzing, and informing scholarship.

  http://altmetrics.org/about/
Altmetric bookmarklet




             http://www.altmetric.com/bookmarklet.php
Altmetric bookmarklet

    Free bookmark for Chrome, Firefox and Safari
    Click on while viewing paper for impact data
    Altmetric API can be embedded into second
     and third-party platforms, apps and mashups
    Only works on PubMed, arXiv or DOI
    Only supports publishers who embed Google
     Scholar friendly citation metadata
    Twitter mentions are only available for articles
     published since July 2011

     Example: Oxidants, antioxidants and the current
     incurability of metastatic cancers
Altmetric bookmarklet
 http://www.altmetric.com/bookmarklet.php
 Counts                                 Disadvantages / Bugs
 Altmetric score                        Difficult to explain
 Tweeters
 Facebook users
 News outlets
 Science blogs
 Google+ users
 Mendeley readers
 CiteULike readers
 Connotea readers
 Bookmarklet only works on PubMed, arXiv or pages containing a DOI
 Only supports publishers who embed Scholar friendly citation metadata
 Twitter mentions are only available for articles published since July 2011
ImpactStory.org
 Artefact type     Counts           Known Bugs 12/12
 Journal article   Topsy            Twitter coverage weak
 Dataset           Science Seeker   Different results for DOI
 Software          PubMed           and URL searches

 Slides            Dryad            Missing metrics
 Generic           SlideShare       Metrics too low
                   Wikipedia
                   Figshare
                   PLoS Search
                   PLoS ALM
                   Delicious
                   Facebook         No link to mentions
                   Scopus
                   CiteULike
                   GitHub
                   Mendeley
ImpactStory.org
PlumAnalytics.com

    Usage - Downloads, views, book holdings,
     ILL, document delivery
    Captures - Favourites, bookmarks, saves,
     readers, groups, watchers
    Mentions - blog posts, news stories,
     Wikipedia articles, comments, reviews
    Social media - Tweets, +1's, likes, shares,
     ratings
    Citations - Web of Science, Scopus, Google
     Scholar, Microsoft Academic Search
PlumAnalytics.com

    articles             presentations
    book chapters        source code
    books                videos
    clinical trials      greatest sources
    datasets             researcher graph
    figures              group metrics
    grants               paid service
    patents              no API available
Reasons to use altmetrics

   Same reasons as using traditional metrics:
         Grants, promotions, staff/program review

         Review research dissemination strategy

   Measure of influence and reach of output
   Publishers can add value for authors/readers
   Informed decisions by research managers
   Comprehensive view of impact for funders
   “Citation graph data is like Chekhov’s gun:
    once on stage, it has to be fired.” (Peter Vinkler,
      cited by Jason Priem, Altmetrics and Revolutions)
Article Level Metrics (ALMs)

  “Article-Level Metrics are a comprehensive set of
  impact indicators that enable numerous ways to
  assess and navigate research most relevant to
  the field” (http://article-level-metrics.plos.org/alm-info/)
PLoS ALMs




http://article-level-metrics.plos.org/alm-info/
PLoS example
Source: http://article-level-metrics.plos.org/researchers/
Research profile systems

 For example, Symplectic Elements:
The great objection!

              It’s not real impact!
         = It’s not scholarly impact.



                  Research Impact Story
           Scholarly                  Public
          Government                 Industry
What is USQ’s research impact story?
Impact management system (IMS)
                                                •   Metadata
                                                •   Metadata                                         •     Metadata
                                                •   Metadata                                         •     Metadata
                         •   Metadata
                                                                                                     •     Metadata
                         •   Metadata                          Impact
                         •   Metadata                          Metrics
                                             Research                          Curriculum
                                              Outputs                            Vitae
                                                                                                                 •    Metadata
      •   Metadata                                                                                               •    Metadata
      •   Metadata                                                                                               •    Metadata
      •   Metadata

                                                                                              Esteem
                                  Human                                                      Measures
                                 Resources




Flexible                                                       IMS                                          Reportable
                                  Research                                                  Professional
                                   Income                                                    Activities
  •
  •
  •
          Metadata
          Metadata
          Metadata
                                             Metadata is key!                                                         •
                                                                                                                      •
                                                                                                                      •
                                                                                                                          Metadata
                                                                                                                          Metadata
                                                                                                                          Metadata


                                             Community                         Industry
                                               Impact                           Impact
                     •       Metadata
                     •       Metadata                           Policy                               •     Metadata
                     •       Metadata                          Impact                                •     Metadata
                                                                                                     •     Metadata
                                                                         •   Metadata
                                                                         •   Metadata
                                                                         •   Metadata
Impact metadata
     Design according to reporting needs

    Academic                  Industry
        Citation                  Consultation
        Publication               Partnership
        Teaching                  Patent
        Supervision           Social
        Research project          Altmetric
        Research income                Facebook
    Government                         Twitter
                                        Mendeley
        Application
                                        Wikipedia
        Consultation              Engagement
        Social policy             Media coverage
Discussions with Symplectic
Librarian as storyteller




 Image: http://kassonpubliclibrary.blogspot.com.au/2010/03/spring-planting-at-library-storytime.html
Advantages of IMS

  Facilitates storytelling of research impact
  Saves time for researchers and managers
  Enables internal and external reporting
  Evidence base for individual/program review
  Accommodates government requirements
  Data for case studies and grant applications
  Impact captured for longitudinal analysis
  Best IMS support transfer of data to other IMS
  Managing impact: a new research literacy?
Take-aways

    Holistic impact monitoring and reporting
    Make it easy for academics and managers
    Do you need an impact management system?
    What is your research impact story?




  http://jeps.efpsa.org/blog/2012/06/20/maximizing-research-impact/
Research impact discussion

         Pat Loria
         Email: pat.loria@usq.edu.au
         Twitter: @pat_loria




     Image: http://www.duffysrehab.com/blog/want-to-make-an-impact-consider-betty-ford

Research impact beyond metrics

  • 1.
    Impact beyond metrics:Telling your research impact story Research Support Community Day Brisbane, Australia, 11 February 2013 Pat Loria Research Librarian University of Southern Queensland
  • 2.
    Limitations of traditionalmetrics Scholarly Public Recommended Faculty of 1000 Popular press Cited Traditional citations Wikipedia Discussed Scholarly blogs Facebook, Twitter Saved Mendeley, CiteULike Delicious Viewed PDF views HTML views Adapted from Jason Priem, Altmetrics and Revolutions: https://docs.google.com/presentation/pub?id=1Y4JnchsmHHiOQdJsEpQr33qm MWqhZJrPTDAg1cZoCcI&start=false&loop=false&delayms=3000#slide=id.i0
  • 3.
    Limitations of traditionalmetrics Scholarly Public Recommended Faculty of 1000 Popular press Cited Traditional citations Wikipedia Discussed Scholarly blogs Facebook, Twitter Saved Mendeley, CiteULike Delicious Viewed PDF views HTML views Adapted from Jason Priem, Altmetrics and Revolutions: https://docs.google.com/presentation/pub?id=1Y4JnchsmHHiOQdJsEpQr33qm MWqhZJrPTDAg1cZoCcI&start=false&loop=false&delayms=3000#slide=id.i0
  • 4.
    Three generations ofimpact metrics Journal- Author- Article- level level level metrics metrics metrics
  • 5.
    Different levels ofmetrics  Journal-level metrics  Journal impact factor  SJR & SNIP  Author-level metrics  Citations per Paper (CPP)  H-index  Article-level metrics  Articles, datasets, blogs, code, artistic creations  Citations, mentions, views, downloads, etc.  Altmetric bookmarklet, ImpactStory, etc.
  • 6.
    USQ and theNCP calculator  NCP: Normalized Citations per Paper  Developed by USQ (Library and Systems)  Uses Scopus RDCP data to normalize  Normalization creates a level playing field  Citations in low visibility/low citing fields normalized up  Citations in high visibility/high citing fields normalized down  Source code for NCP calculator to be released soon on GitHub
  • 7.
    NCP calculator Citations: 2010; Papers: 2007-2009
  • 8.
    Measuring impact beyondacademia …impact is defined in a similar way as for the UK REF, i.e. “an effect on, change, benefit to the economy, society, culture, public policy or services, health, the environment or quality of life beyond academia”. ATN and Go8, Guidelines for completion of case studies in ATN/Go8 EIA Impact Assessment Trial: June – August 2012, http://www.atn.edu.au/eia/Docs/EIA_Trial_Guidelines_FINAL.pdf
  • 9.
    Measuring impact beyondacademia Impact Case Study (ATN & Go8, similar to REF)  Institution  SEO codes • Overheads? • Data sources?  Title of Case Study  Context  Summary of Case Study Impact  Details of Impact  Research underpinning Impact  Research outputs from research underpinning impact  Additional information:  Validation of impact  People  Investment income http://www.atn.edu.au/eia/Docs/EIA_Trial_Guidelines_FINAL.pdf
  • 10.
    Alternative metrics oraltmetrics [A]ltmetrics is the creation and study of new metrics based on the Social Web for analyzing, and informing scholarship. http://altmetrics.org/about/
  • 11.
    Altmetric bookmarklet http://www.altmetric.com/bookmarklet.php
  • 12.
    Altmetric bookmarklet  Free bookmark for Chrome, Firefox and Safari  Click on while viewing paper for impact data  Altmetric API can be embedded into second and third-party platforms, apps and mashups  Only works on PubMed, arXiv or DOI  Only supports publishers who embed Google Scholar friendly citation metadata  Twitter mentions are only available for articles published since July 2011 Example: Oxidants, antioxidants and the current incurability of metastatic cancers
  • 13.
    Altmetric bookmarklet http://www.altmetric.com/bookmarklet.php Counts Disadvantages / Bugs Altmetric score Difficult to explain Tweeters Facebook users News outlets Science blogs Google+ users Mendeley readers CiteULike readers Connotea readers Bookmarklet only works on PubMed, arXiv or pages containing a DOI Only supports publishers who embed Scholar friendly citation metadata Twitter mentions are only available for articles published since July 2011
  • 14.
    ImpactStory.org Artefact type Counts Known Bugs 12/12 Journal article Topsy Twitter coverage weak Dataset Science Seeker Different results for DOI Software PubMed and URL searches Slides Dryad Missing metrics Generic SlideShare Metrics too low Wikipedia Figshare PLoS Search PLoS ALM Delicious Facebook No link to mentions Scopus CiteULike GitHub Mendeley
  • 15.
  • 18.
    PlumAnalytics.com  Usage - Downloads, views, book holdings, ILL, document delivery  Captures - Favourites, bookmarks, saves, readers, groups, watchers  Mentions - blog posts, news stories, Wikipedia articles, comments, reviews  Social media - Tweets, +1's, likes, shares, ratings  Citations - Web of Science, Scopus, Google Scholar, Microsoft Academic Search
  • 19.
    PlumAnalytics.com  articles  presentations  book chapters  source code  books  videos  clinical trials  greatest sources  datasets  researcher graph  figures  group metrics  grants  paid service  patents  no API available
  • 20.
    Reasons to usealtmetrics  Same reasons as using traditional metrics:  Grants, promotions, staff/program review  Review research dissemination strategy  Measure of influence and reach of output  Publishers can add value for authors/readers  Informed decisions by research managers  Comprehensive view of impact for funders  “Citation graph data is like Chekhov’s gun: once on stage, it has to be fired.” (Peter Vinkler, cited by Jason Priem, Altmetrics and Revolutions)
  • 21.
    Article Level Metrics(ALMs) “Article-Level Metrics are a comprehensive set of impact indicators that enable numerous ways to assess and navigate research most relevant to the field” (http://article-level-metrics.plos.org/alm-info/)
  • 22.
  • 23.
  • 25.
  • 26.
    Research profile systems For example, Symplectic Elements:
  • 27.
    The great objection! It’s not real impact! = It’s not scholarly impact. Research Impact Story Scholarly Public Government Industry
  • 28.
    What is USQ’sresearch impact story?
  • 30.
    Impact management system(IMS) • Metadata • Metadata • Metadata • Metadata • Metadata • Metadata • Metadata • Metadata Impact • Metadata Metrics Research Curriculum Outputs Vitae • Metadata • Metadata • Metadata • Metadata • Metadata • Metadata Esteem Human Measures Resources Flexible IMS Reportable Research Professional Income Activities • • • Metadata Metadata Metadata Metadata is key! • • • Metadata Metadata Metadata Community Industry Impact Impact • Metadata • Metadata Policy • Metadata • Metadata Impact • Metadata • Metadata • Metadata • Metadata • Metadata
  • 31.
    Impact metadata Design according to reporting needs  Academic  Industry  Citation  Consultation  Publication  Partnership  Teaching  Patent  Supervision  Social  Research project  Altmetric  Research income  Facebook  Government  Twitter  Mendeley  Application  Wikipedia  Consultation  Engagement  Social policy  Media coverage
  • 32.
  • 33.
    Librarian as storyteller Image: http://kassonpubliclibrary.blogspot.com.au/2010/03/spring-planting-at-library-storytime.html
  • 34.
    Advantages of IMS  Facilitates storytelling of research impact  Saves time for researchers and managers  Enables internal and external reporting  Evidence base for individual/program review  Accommodates government requirements  Data for case studies and grant applications  Impact captured for longitudinal analysis  Best IMS support transfer of data to other IMS  Managing impact: a new research literacy?
  • 35.
    Take-aways  Holistic impact monitoring and reporting  Make it easy for academics and managers  Do you need an impact management system?  What is your research impact story? http://jeps.efpsa.org/blog/2012/06/20/maximizing-research-impact/
  • 36.
    Research impact discussion Pat Loria Email: pat.loria@usq.edu.au Twitter: @pat_loria Image: http://www.duffysrehab.com/blog/want-to-make-an-impact-consider-betty-ford