carpenter talk at elsevier booth during ala annual about niso alternative assessment project

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Comparing digital apples to digital apples: An update on NISO’s Alterna8ve Assessment Ini8a8ve Todd Carpenter Executive Director, NISO ALA Annual June 28, 2014 June 28, 2014 1

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Todd Carpenter's talk at Elsevier Booth During ALA Annual Conference in Las Vegas about NISO alternative assessment project and the results of the first phase of the project

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Page 1: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Comparing    digital  apples  to  digital  apples:  An  update  on  NISO’s  Alterna8ve  

Assessment  Ini8a8ve

Todd Carpenter  Executive Director, NISO

ALA Annual June 28, 2014 June  28,  2014   1  

Page 2: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

!  Non-­‐profit  industry  trade  associa9on    accredited  by  ANSI  

!  Mission  of  developing  and  maintaining  technical  standards  related  to  informa9on,  documenta9on,  discovery  and  distribu9on  of  published  materials  and  media  

!  Volunteer  driven  organiza9on:  400+  contributors  spread  out  across  the  world  

!  Responsible  (directly  and  indirectly)  for  standards  like  ISSN,  DOI,  Dublin  Core  metadata,  DAISY  digital  talking  books,  OpenURL,  MARC  records,  and  ISBN  

About    

June  28,  2014   2  

Page 3: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

3  June  28,  2014  

Page 4: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

What are the infrastructure elements

of alternative assessments?  

June  28,  2014   4  

Page 5: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Basic Definitions������

(So we are all talking��� about the same thing)  

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Element Identification  

June  28,  2014   7  

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At what granularity?  

June  28,  2014   8  

Page 9: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

How long do we measure?  

June  28,  2014   9  

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Page 11: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Consistency 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.  June  28,  2014   11  

Page 12: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

TRUST  

=  

June  28,  2014   12  

Page 13: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

What is NISO working toward?  June  28,  2014   13  

Page 14: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

June  28,  2014   14  

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Page 16: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Steering  CommiZee    •  Euan  Adie,  Altmetric  •  Amy  Brand,  Harvard  University  •  Mike  Buschman,  Plum  Analy9cs  •  Todd  Carpenter,  NISO  •  Mar9n  Fenner,  Public  Library  of  Science  (PLoS)  (Chair)  •  Michael  Habib,  Reed  Elsevier  •  Gregg  Gordon,  Social  Science  Research  Network  (SSRN)  •  William  Gunn,  Mendeley  •  Nebe  Lagace,  NISO  •  Jamie  Liu,  American  Chemical  Society  (ACS)  •  Heather  Piwowar,  ImpactStory  •  John  Sack,  HighWire  Press  •  Peter  Shepherd,  Project  Counter  •  Chris9ne  Stohn,  Ex  Libris  •  Greg  Tananbaum,  SPARC  (Scholarly  Publishing  &  Academic  Resources  Coali9on)  

June  28,  2014   16  

Page 17: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Alterna8ve  Assessment  Ini8a8ve    

 Phase  1  Mee8ngs  

October  9,  2013    -­‐  San  Francisco,  CA  December  11,  2013  -­‐  Washington,  DC  

January  23-­‐24  -­‐  Philadelphia,  PA  Round  of  1-­‐on-­‐1  interviews  –  March/Apr  

 Phase  1  report  Published  June  9,  2014 �

 June  28,  2014   17  

Page 18: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Mee9ngs’  General  Format  

•  Collocated  with  other  industry  mee9ng  •  Morning:  lightning  talks,  post-­‐it  brainstorming  •  Aiernoon:  discussion  groups    – X  – Y  – Z    – Report  back/react  

•  Live  streamed  (video  recordings  are  available)  

June  28,  2014   18  

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Mee9ng  Lightning  Talks  •  Expecta9ons  of  researchers  •  Exploring  disciplinary  differences  in  the  use  of  social  media  in  

scholarly  communica9on  •  Altmetrics  as  part  of  the  services  of  a  large  university  library  

system  •  Deriving  altmetrics  from  annota9on  ac9vity  •  Altmetrics  for  Ins9tu9onal  Repositories:  Are  the  metadata  

ready?  •  Snowball  Metrics:  Global  Standards  for  Ins9tu9onal  

Benchmarking  •  Interna9onal  Standard  Name  Iden9fier  •  Altmetric.com,  Plum  Analy9cs,  Mendeley  reader  survey  •  TwiZer  Inconsistency  June  28,  2014   19  

“Lightning"  by  snowpeak  is  licensed  under  CC  BY  2.0  

Page 20: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

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Page 21: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

SF  Mee9ng  Discussions  •  Business  &  Use  cases  

–  Publishers  want  to  serve  authors,  make  money  –  People  don’t  value  a  standard,  they  value  something  that  helps  them  –  …  Couldn’t  iden9fy  a  logical  standard  need  that  actors  in  the  space  would  value,  

and  best  prac9ces  are  of  interest  

•  Quality  &  Data  science  –  Themes:  context,  valida9on,  provenance,  quality,  descrip9on  &  metadata  –  We'll  never  get  to  the  point  where  assessment  can  be  done  without  a  human  

in  the  loop,  but  discovery  and  recommenda9on  can  

•  Defini9ons  –  Define  “ALM”  and  “Altmetrics”  –  Map  the  landscape  –  We'll  never  get  to  the  point  where  assessment  can  be  done  without  a  human  in  

the  loop,  but  discovery  and  recommenda9on  can  

June  28,  2014   21  

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DC  Mee9ng  Discussions  •  Business  and  Use  Cases  •  Discovery  

–  metrics  only  get  generated  if  material  is  discovered  

•  Qualita9ve  vs.  Quan9ta9ve  •  Iden9fying  Stakeholders  and  their  Values  

–  stakeholders  in  outcomes  /  stakeholders  in  process  of  crea9ng  metrics  –  shared  values  but  tensions  –  branding  

•  Defini9ons/Defining  Impact  –  metrics  and  analyses  –  what  led  to  success  of  cita9on?  –  how  to  be  certain  we  are  measuring  the  right  things  

•  Future  Proofing  –  what  won't  change  –  impact  -­‐  hard  to  establish  across  disciplines  

June  28,  2014   22  

Page 23: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Philly  Mee9ng  Discussions  •  Defini9ons  

–  Define  life  cycle  of  scholarly  output  and  associated  metrics  –  Qualita9ve  versus  Quan9ta9ve  aspects  -­‐  what  is  possible  to  define  here  –  Consider  other  aspects  of  these  data  collec9ons  

•  Standards  –  Develop  defini9ons  (what  is  a  download?  what  is  a  view?)  –  Differen9ate  between  scholarly  impact  versus  popular/social  use  –  Define  sources/characteris9cs  for  metrics  (social,  commercial,  scholarly)  

•  Data  Integrity  –  Counter  biases/gaming  –  Associa9on  with  credible  en99es  -­‐  e.g.  ORCID  ID  v.  gmail  account  –  Reproduceability  is  key  –  Everyone  needs  to  be  at  the  table  to  establish  overall  credibility  

•  Use  cases  (3X)  

June  28,  2014   23  

Page 24: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

30  One-­‐on-­‐One  Interviews  

June  28,  2014   24  

Page 25: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten8al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   25  

Page 26: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini8ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   26  

Page 27: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  

Applica8on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   27  

Page 28: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  

Discovery  implica8ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   28  

Page 29: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  

Research  evalua8on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   29  

Page 30: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  

Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    Adop9on  

June  28,  2014   30  

Page 31: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  

Grouping,  aggrega8ng,  and  granularity  Context    Adop9on  

June  28,  2014   31  

Page 32: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  

Context    Adop9on  

June  28,  2014   32  

Page 33: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Poten9al  work  themes  

Defini9ons  Applica9on  to  types  of  research  outputs  Discovery  implica9ons  Research  evalua9on  Data  quality  and  gaming  Grouping,  aggrega9ng,  and  granularity  Context    

Adop8on  &  Promo8on  June  28,  2014   33  

Page 34: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Alterna8ve  Assessment  Ini8a8ve    

 

Phase  2  Presenta8ons  of  Phase  1  report  (June  2014)  

Priori8za8on  Effort  (June  -­‐  Aug,  2014)  Project  approval  (Sept  2014)  

Working  group  forma8on  (Oct  2014)  Consensus  Development  (Nov  2014  -­‐  Dec  2015)  

Trial  Use  Period  (Dec  15  -­‐  Mar  16)  

Publica8on  of  final  recommenda8ons  (Jun  16)  June  28,  2014   34  

Page 35: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

We  all  want  our  own  

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Page 36: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

For more information:

www.niso.org/topics/tl/altmetrics_initiative/

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Page 37: Carpenter Talk at Elsevier Booth During ALA Annual about NISO alternative assessment project

Questions?

Todd Carpenter

Executive Director [email protected]

National Information Standards Organization (NISO) 3600 Clipper Mill Road, Suite 302 Baltimore, MD 21211 USA +1 (301) 654-2512 www.niso.org

June  28,  2014   37