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What Does It Take To Have
Precise Indicators?
Presented at
BRIC 2019
Held De Souza
held.bsouza@gmail.com
Observatoire des sciences et des technologies
Centre interuniversitaire de recherche sur la science et la technologie
Université du Québec à Montréal
May 15th to 16th 2019 1
Entity Level VS Metrics
Reliability
• A couple missed
papers have a greater
impact in a
researcher level than
in an institutional level
• So, which are the
most common
issues?
Country
Province/State/Region
City/Metropolitan area
Institutions
Researchers
2
Typical Scientific Paper
Authors
Institutional
Addresses
3
Data cleansing:
Authors name
• Homonyms may have merged into one
profile
• Multidisciplinary authors may have
publications split into multiple profiles
• The same author may have different
signatures
4
Source:Scopus,1May2019
5
Institutions name
• Can be written in several manners
Example:
Laval University Medical Center - CHUL
(Centre Hospitalier de l’Université Laval - CHUL)
6
Source: Scopus, 1 May 2019
7
Case Study:
Observatoire des sciences et des
technologies (OST)
8
OST
• non-profit organization
• provide bibliometric services to assess
research activity
• supports the development of basic and
applied research
www.ost.uqam.ca
9
10
OST
Interface
for
institutional
addresses
harmonization
Interface
for
author’s
profile
composition
11
Author’s profile composition
Authors profile validated
Automatic composition of profiles
List of names sent by
the client
Authors matching in
Web of Science
(WoS)
Manual validation
12
13
Observations
• Cases that makes data cleansing more
difficult:
– Homonyms
– Same author, different signatures
– Authors in multidisciplinary fields
– Young authors attached to multiple institutions
• Search of information online
• Lots of cases need a human eye for final
validation
14
Institutional Addresses
Harmonization
• Normalized Information:
– Institution name
– Geographical information: city, province and
country
– Journal title
• Institutions are assigned to a sector
(university, government, hospital,
industry) 15
Data from statost on 30th April 2019.
16
Link of Affiliated Institutions
Du	secteur	hospitalier
Centre	Hospitalier	de	l'Université	de	Montréal	(CHUM)
Institut	de	Recherches	Cliniques	de	Montréal	(IRCM)
Centre	Dollard-Cormier
Institut	Universitaire	de	Gériatrie	de	Montréal	(IUGM)
Institut	universitaire	en	santé	mentale	de	Montréal	(Hôpital	Louis-H.	Lafontaine)	(IUSMM)
Hôpital	Maisonneuve-Rosemont	(HMR)
Hôpital	Rivière-des-Prairies
Hôpital	Sacré-Coeur	de	Montréal
Hôpital	Ste-Justine	
Institut	du	Cancer	de	Montréal	(ICM)
Institut	Philippe	Pinel	de	Montréal	
Institut	de	Cardiologie	de	Montreal	(ICM)
Du	secteur	universitaire
HEC	Montréal
École	Polytechnique	de	Montréal
Autres	(n.	=	126	)
Example for University of Montréal:
Number of publications between 1980 and 2017:
Without affiliated institutions: 61 611
With affiliated institutions: 95 045 +54%
17
Observations
• Hard to investigate the extension of the automatic
treatment from the bibliometric databases
• Hard to predict the variations
– Misspelling
– Too much or too little information in the institutional name
field
– Use of acronyms
– Institution belonging to a hierarchy of institutions
– … 18
General notes
• Be skeptical about automated data
processing
• Know the limitations of your database
• Take an informative decision about
whether to perform some types of
analysis
• Consider the promotion of a standardized
form for the institutional name within your
institution 19
Thank you!
20
Q&A

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What does it take to have precise indicators?

  • 1. What Does It Take To Have Precise Indicators? Presented at BRIC 2019 Held De Souza held.bsouza@gmail.com Observatoire des sciences et des technologies Centre interuniversitaire de recherche sur la science et la technologie Université du Québec à Montréal May 15th to 16th 2019 1
  • 2. Entity Level VS Metrics Reliability • A couple missed papers have a greater impact in a researcher level than in an institutional level • So, which are the most common issues? Country Province/State/Region City/Metropolitan area Institutions Researchers 2
  • 4. Data cleansing: Authors name • Homonyms may have merged into one profile • Multidisciplinary authors may have publications split into multiple profiles • The same author may have different signatures 4
  • 6. Institutions name • Can be written in several manners Example: Laval University Medical Center - CHUL (Centre Hospitalier de l’Université Laval - CHUL) 6
  • 7. Source: Scopus, 1 May 2019 7
  • 8. Case Study: Observatoire des sciences et des technologies (OST) 8
  • 9. OST • non-profit organization • provide bibliometric services to assess research activity • supports the development of basic and applied research www.ost.uqam.ca 9
  • 10. 10
  • 12. Author’s profile composition Authors profile validated Automatic composition of profiles List of names sent by the client Authors matching in Web of Science (WoS) Manual validation 12
  • 13. 13
  • 14. Observations • Cases that makes data cleansing more difficult: – Homonyms – Same author, different signatures – Authors in multidisciplinary fields – Young authors attached to multiple institutions • Search of information online • Lots of cases need a human eye for final validation 14
  • 15. Institutional Addresses Harmonization • Normalized Information: – Institution name – Geographical information: city, province and country – Journal title • Institutions are assigned to a sector (university, government, hospital, industry) 15
  • 16. Data from statost on 30th April 2019. 16
  • 17. Link of Affiliated Institutions Du secteur hospitalier Centre Hospitalier de l'Université de Montréal (CHUM) Institut de Recherches Cliniques de Montréal (IRCM) Centre Dollard-Cormier Institut Universitaire de Gériatrie de Montréal (IUGM) Institut universitaire en santé mentale de Montréal (Hôpital Louis-H. Lafontaine) (IUSMM) Hôpital Maisonneuve-Rosemont (HMR) Hôpital Rivière-des-Prairies Hôpital Sacré-Coeur de Montréal Hôpital Ste-Justine Institut du Cancer de Montréal (ICM) Institut Philippe Pinel de Montréal Institut de Cardiologie de Montreal (ICM) Du secteur universitaire HEC Montréal École Polytechnique de Montréal Autres (n. = 126 ) Example for University of Montréal: Number of publications between 1980 and 2017: Without affiliated institutions: 61 611 With affiliated institutions: 95 045 +54% 17
  • 18. Observations • Hard to investigate the extension of the automatic treatment from the bibliometric databases • Hard to predict the variations – Misspelling – Too much or too little information in the institutional name field – Use of acronyms – Institution belonging to a hierarchy of institutions – … 18
  • 19. General notes • Be skeptical about automated data processing • Know the limitations of your database • Take an informative decision about whether to perform some types of analysis • Consider the promotion of a standardized form for the institutional name within your institution 19