RESEARCH NETWORKING TOOLS: FACULTY EXPERTISE DISCOVERY AND

COLLABORATION FACILITATION

2 This work by Holly J. Falk-Krzesinski, PhD is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License 2011. Not for commercial use. Approved for redistribution. Attribution required.

NORDP 4th Annual Research Development Conference

May 23, 2012

Holly J. Falk-Krzesinski, PhD

COLLABORATION FACILITATION “If more work is being done in teams and that work is of greater impact, then surely locating the right members for any team is more important than ever.”

– Carey, J. (2011). Faculty of 1000 and VIVO: Invisible Colleges and Team Science. In Issues in Science and Technology Librarianship. 3

Collaboration Enhancement

• Complex societal research problems to require cross-disciplinary collaborative investigation and scholarly activity, with more work being done in teams

• Effective practices and tools to support the efforts of researchers and research development professionals to initiate and nurture partnerships and secure collaborative extramural research funding are needed

• Collaboration facilitation necessary to reduce time spent searching, to find matches more quickly, and to help make non-intuitive matches—accelerate knowledge discovery 6

Expertise and Scholarship Sources • Published journal papers/articles • Published reviews • Books, book chapters • Newspaper articles about faculty • News releases about faculty • Editorials about faculty • Editorials or commentaries written by faculty • Patents and patent applications • IP, not patents • Invention disclosures • Grant abstracts • Citation indices • Clinical trials • Reported methodological expertise • Teaching • Course material • Animal research protocols • Human research protocols • Advisory boards/councils • Professional organizations • Committee/service work

• Outreach activities • Narratives (bios and research/program descriptions) • Subject areas • Keywords • Creative works • Conference papers & proceedings • Conference presentations • Reference works/entries • Course evaluations • Civic engagement • Consulting • Internet communications • Software/algorithms • Curated datasets • Legal activities • General press activities • Legal proceedings and briefs • Technical reports • Awards (non-grants) • Former advisors • Former trainees

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Current “Collaborator-finder” System

• Low capability (e.g., Google, LinkedIn, School-based systems, Holly’s brain)

• Connectivity is relationship based, often serendipitous • Tendency to return to previous collaborators • Only active, not passive networking • Especially difficult to go beyond own unit/scholarly

domain • Information tends to lag practice • Individual knowledge vs. institutional knowledge • Limited storage capacity; Memory capacity loss over

time 8

Research Networking Tools

• RN Tools • Cyber-enabled/web-based knowledge management system

for the research enterprise • Faculty expertise/profile systems • Harvest expertise and scholarship information • Connect school-level resources, University enterprise

systems, national research networks, publicly available research data, and restricted data about faculty expertise and scholarly/research activity

• Facilitate new collaborations through discovery of expertise • Recommender systems • Intellectual networking vs. social networking • Analytics to evaluate research, scholarly activity, and

resources; changes over time 9

Evaluating Research Networking Tools

• Research/comparative analysis of 41 products, 18 criteria • Faculty-centric perspective • Interoperability w/ one’s own institutional systems, especially human resources

information system • Harvesting data from multiple sources, public and restricted • Auto ingest capability from verified/authoritative sources, no duplication entry of

info • Self-edit/proxy edit capability for faculty, maximum control of data • Author disambiguation capability • Control of data, data retention • Opportunity for accessing and repurposing data, preferably as linked open data • Connectivity with other institutions • System adaptability, flexibility • Ease of use for all stakeholders • Cost (financial, personnel, & effort required by faculty/proxies) • Time to implementation

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Tool Comparisons Online

• Wikipedia Article (by Pamela Shaw, Galter Library) – http://en.wikipedia.org/wiki/Comparison_of_Rese

arch_Networking_Tools_and_Research_Profiling_Systems

• AAMC Technology Now – https://www.aamc.org/download/278098/data/t

echnologynowresearchnetworking.pdf 11

Scholarly Activity Source Data

• Indices/dBs of scholarly activity – Life & biomedical sciences domain has the best indices by

way of NIH’s *free and open* NLM PubMed and NIH’s RePORTER

– Commercial indices include Elsevier’s SciVerse Scopus and Thomson Reuters Web of Knowledge (Web of Science)

– Open source index is Google Scholar

• Indices of scholarly activity serve as a verifiable source of data for ingest into RN tool expert profiles, BUT…

• Indices of scholarly activity are independent of RN tools

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Northwestern’s RN Tool Solution Northwestern Scholars: http://scholars.northwestern.edu/login.asp?return2=Default%2Easp

• Human Resources Faculty and Staff Information System (FASIS)

– Institutional HR data • Elsevier SciVal Experts

– Profiling & fingerprinting tool • Elsevier Scopus data

– Publication/scholarly works • Elsevier SciVal Funding

– Grant funding opportunities • InfoEd database

– Institutional grant and contract system • Facilitated VIVO implementation

– Open source, linked open data harvester • Institution-wide enterprise system

– Developing interoperability with other institutional enterprise systems 13

Key Benefits of SciVal/VIVO-based Northwestern Scholars

•Harvest & catalog info from multiple sources into rich profiles

•Professional credentials, academic and research expertise •Create “fingerprints” for each profile • Faculty and facilities

Expert & Resource Profiling

•Expertise identification, recommender system •Knowledge discovery beyond data harvesting •Powerful search functionality •Active & passive networking for new collaborations

Robust Analytics & Visualization

•Ability to harvest data automatically from verifiable sources •Add’l data can be added manually • Faculty (or proxies) have control over information in profiles •Powerful author disambiguation

Data Ingest

•Multiple thesauri, new can be added •Thesauri that extend across NU’s research/scholarly

enterprise •Dynamic Ontology

Ontology

•HR FASIS and other NU enterprise systems (InfoEd, Wellspring)

•Public (PubMed, USPTO, and NIH Exporter, NSF abstract dB) & Restricted (Scopus and SciVal Funding) sources

Interoperability 15

•NU owns all data • Share data with other consumers: Web pgs, CV/biosketches •Conduct studies to enhance research networking tools and

social network analysis of collaborations

Data Repurposing

•Connect with other SciVal Expert, VIVO, and DIRECT institutions

•Northwestern expertise readily discoverable Connectivity

•New features under continual development •Responsive to client needs, input & environment Adaptability

•Reasonable time frame • Sequential implementation

Implementation Time

• SciVal Experts with Scopus data + facilitated VIVO implementation less than VIVO implementation alone! Cost

Key Benefits of SciVal/VIVO-based Northwestern Scholars

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Expertise Discovery & Data Repurposing

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Northwestern Scholars

• Research/Scholarship Interests & Activities

•Publications and Scholarly Works •Grants

•Professional Networks

NIH CTSA DIRECT2Experts

Institutions

SciVal Experts Community Institutions

VIVO institutions

Funders, legislators, collaborators,

trainees, candidates, reviewers, media

outlets, public

Grant Funding Opportunities

Social Network Analysis

Research & Recommendation

Systems

Reference Management

Faculty & Research Activity Reporting

& Evaluation

Fed-wide Profiles

Data for Grant Applications

NU Faculty With Profiles

• All Tenure-Track faculty • Emeritus faculty who are still working at NU • Research and Clinical faculty working >= 75% • Continuing lecturers in WCAS • Contributed Services faculty with active grants • Librarian faculty with publications

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User Groups

Internal Users • Individual Faculty/Researchers • Research Development

Professionals & Research Administrators

• Grant and Funding Support Staff • Deans/Department Chairs • Students/Postdoctoral Fellows • Business Intelligence/Analysis

Groups • Visualization And Network

Scientists/Researchers • Librarians • Business Engagement Staff • Development Staff • Media Relations

External Users • SciVal Community Members • Other Research Institutions • Potential Collaborators • Job Seekers • Residents Looking For Research

Related Information About Matching/Placement

• Funding Agencies • Research Foundations • Media Outlets • Government Agencies and

Officials • The Public

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Value Added

• Enhance the Faculty and Staff Information System (FASIS) for a select group of faculty

• Identify expertise across Northwestern for collaborations and strategic decision making

• Gather references and accompanying data on publications and existing or potential collaborations

• View comprehensive metrics and analytics on publications and collaborations

• Extract collaboration data for proposals and reports without querying the faculty themselves

• Assist new faculty to find colleagues or collaborators at Northwestern and elsewhere

• Search for faculty members as research advisors or mentors • Create a data source for other systems

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DIRECT2Experts.org Distributed Interoperable Research Experts Collaboration Tool

• 8 Research Networking Products: – Harvard Profiles, VIVO, Elsevier SciVal Experts, Iowa Loki, Stanford CAP,

Northwestern LatticeGrid, Indiana CTSI HUB, Pittsburgh Digital Vita

• 29 Institutions (50,000+ Biomedical Researchers): 1. Albert Einstein College of Medicine (SciVal Experts) 2. Cornell University (VIVO) 3. Harvard University (Profiles RNS) 4. Health Sciences South Carolina (Profiles RNS) 5. Indiana Clinical and Translational Sciences Institute (CTSI

HUB) 6. John Hopkins University (SciVal Experts) 7. Medical College of Georgia (SciVal Experts) 8. Meharry Medical Collage (SciVal Experts) 9. Memorial Sloan-Kettering Cancer Center (SciVal Experts) 10. Michigan Alliance for Clinical and Translational Science

(SciVal Experts) 11. Northwestern University (Northwestern Scholars) and

Feinberg School of Medicine (LatticeGrid) 12. Oregon Health & Science University (SciVal Experts) 13. Ponce School of Medicine (VIVO) 14. Stanford University School of Medicine (CAP) 15. The Scripps Research Institute (VIVO)

16. The University of Alabama at Birmingham (SciVal Experts)

17. University of California, Davis Health System (SciVal Experts)

18. University of California, San Francisco (Profiles RNS) 19. University of Florida (VIVO) 20. University of Illinois (SciVal Experts) 21. University of Iowa (Loki) 22. University of Maryland (SciVal Experts) 23. University of Miami (SciVal Experts) 24. University of Michigan (SciVal Experts) 25. University of Minnesota (Profiles RNS) 26. University of Pittsburgh (Digital Vita) 27. University of Texas, San Antonio Health Science

Center (SciVal Experts) 28. Washington University in St. Louis (VIVO) 29. Weill Cornell Medical College (VIVO 23

C-IKNOW Recommender Algorithms for Expertise Selection

Motivation Social theory Relations Metric Affiliation proximity affiliation neighbor coauthorship neighbor Cocitation mutual interest cocitation neighbor coauthorship neighbor Most Qualified self-interest citation h-index authorship Friend of a friend balance coauthorship distance count of geodesics Social Exchange reciprocity citation dyadic in-degree Follow the crowd contagion coauthorhip + citation centrality coauthorship distance Birds of a feather homophily (attributes) count Mobilizing collective action coauthorhip + citation shortest path betweenness Feeling lucky probablistic model coauthorship p*/ERGM citation

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Reaching Out to the Community

• Community Partner Profiles – Companies – Physician Practice Groups – Consultants – Community Organizations

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The Team • Ruth Reingold, FASIS &

Provost’s Office • Pamela Shaw, Galter • Laura Wimbiscus-Yoon,

NUCATS NUBIC • CTSA Research Networking

Affinity Group – Kristi Holmes, Wash U – Bill Barnett, IN U – Griffin Weber, Harvard – Dave Eichmann, U of IA – Layne Johnson, U of MN – Michael Warden, U of MI

(formerly Elsevier)

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Holly Falk-Krzesinski, PhD Research Assistant Professor and

Director, Research Team Support & Development Northwestern University ♦ Chicago, Illinois, USA

h-falk@northwestern.edu http://www.scienceofteamscience.org

http://nordp.org 29

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This work by Holly J. Falk-Krzesinski, PhD is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. Not for commercial use. Approved for redistribution.

Attribution required.

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