snowball metrics: university-owned benchmarking to reveal strengths within all activities - dr. lisa...

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Presented by Dr Lisa Colledge Snowball Metrics Programme Director, Elsevier 18 June 2014 www.snowballmetrics.com Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities 1

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June 18, 2014 NISO Virtual Conference: Transforming Assessment: Alternative Metrics and Other Trends Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

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Page 1: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Presented by Dr Lisa Colledge

Snowball Metrics Programme Director, Elsevier

18 June 2014

www.snowballmetrics.com

Snowball Metrics:University-owned Benchmarking to Reveal Strengths within All Activities

1

Page 2: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The origins of Snowball Metrics

Competitive award won by Imperial College London and Elsevier to investigate the state of research management in England

2

Report available at http://www.snowballmetrics.com/wp-content/uploads/research-information-management1.pdf

Page 3: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The origins of Snowball Metrics

Competitive award won by Imperial College London and Elsevier to investigate the state of research management in EnglandClear trends were voiced:• “Unless you have [data] you

cannot make informed decisions; you would be acting based on opinions and hearsay.”

3

Report available at http://www.snowballmetrics.com/wp-content/uploads/research-information-management1.pdf

Page 4: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The origins of Snowball Metrics

Competitive award won by Imperial College London and Elsevier to investigate the state of research management in EnglandClear trends were voiced:• “Unless you have [data] you

cannot make informed decisions; you would be acting based on opinions and hearsay.”

• “[There is little] thought leadership and knowledge development around best practice.”

4

Report available at http://www.snowballmetrics.com/wp-content/uploads/research-information-management1.pdf

Page 5: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The origins of Snowball Metrics

Competitive award won by Imperial College London and Elsevier to investigate the state of research management in EnglandClear trends were voiced:• “Unless you have [data] you

cannot make informed decisions; you would be acting based on opinions and hearsay.”

• “[There is little] thought leadership and knowledge development around best practice.”

5

Report available at http://www.snowballmetrics.com/wp-content/uploads/research-information-management1.pdf

• “The principle drivers for our systems are often external… but they shouldn’t be… a research strategy should… be developed… to respond to our strengths and the external environment, our systems should be defined to run our business.”

Page 6: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

University recommendations

6

Universities and funders should work more

collaboratively, and develop stronger relationships with

suppliers“Universities should work together more to make their collective

voice heard by external agencies.”

“The lack of a long-term vision makes it hard to… co-operate within a university let alone

across the sector.”

“Suppliers do not know what research offices do on a daily basis.” “How educated are we at asking suppliers the right

questions?”

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Page 7: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

University recommendations

7

Universities and funders should work more

collaboratively, and develop stronger relationships with

suppliers“Universities should work together more to make their collective

voice heard by external agencies.”

“The lack of a long-term vision makes it hard to… co-operate within a university let alone

across the sector.”

“Suppliers do not know what research offices do on a daily basis.” “How educated are we at asking suppliers the right

questions?” “Someone needs to take ownership of the process: it is impossible to please all of the people all of the

time so somebody needs to be strong enough to stand behind decisions and follow through.”

“It would be great if the top five

[universities] could collaborate.”

1

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Page 8: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Snowball Metrics are…

• Endorsed by a group of distinguished UK universities to support their strategic decision making

• Tried and tested methodologies that are available free-of-charge to the higher education sector

• Absolutely clear, unambiguous definitions enable apples-to-apples comparisons so universities can benchmark themselves against their peers to judge the excellence of their performance

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Page 9: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Snowball Metrics are…

• Endorsed by a group of distinguished UK universities to support their strategic decision making

• Tried and tested methodologies that are available free-of-charge to the higher education sector

• Absolutely clear, unambiguous definitions enable apples-to-apples comparisons so universities can benchmark themselves against their peers to judge the excellence of their performance

Snowball Metrics are unique because:• Universities drive this bottom

up• Academia – industry

collaboration

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Page 10: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Snowball Metrics approach

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Vision: Snowball Metrics enable benchmarking by driving quality and efficiency across higher education’s research and enterprise activities, regardless of system and supplier• Bottom-up initiative: universities define and

endorse metrics to generate a strategic dashboard. The community is their guardian

• Draw on all data: university, commercial and public

• Ensure that the metrics are system- and tool-agnostic

• Build on existing definitions and standards where possible and sensible

Page 11: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The output of Snowball Metrics

11

www.snowballmetrics.com/metrics

“Recipes” – agreed and tested metric methodologies – are the output of Snowball Metrics

From Statement of Intent:• Agreed and tested

methodologies… are and will continue to be shared free-of-charge

• None of the project partners will at any stage apply any charges for the methodologies

• Any organization can use these methodologies for their own purposes, public service or commercial

Statement of Intent available at http://www.snowballmetrics.com/wp-content/uploads/Snowball-Metrics-Letter-of-Intent.pdf

Page 12: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Founding project partners

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Snowball Metrics Project Partners

Page 13: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Main roles and responsibilities

• Everyone covers their own costs• Universities

– Agree the metrics to be endorsed as Snowball Metrics

– Determine methodologies to generate the metrics in a commonly understood manner to enable benchmarking, regardless of systems

• Elsevier– Ensures that the methodologies are feasible– Distribute the outputs using global communications

networks– Day-to-day project management of the global

program

• Outside the remit of the Snowball Metrics program– Nature and quality of data sources used to generate

Snowball Metrics – Provision of tools to enable generation and use

Snowball Metrics

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Page 14: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Snowball Metrics Vision

Snowball Metrics drive quality and efficiency across higher education’s research and

enterprise activities, regardless of system and supplier

Key aims• Agree, test and share metrics recipes in all

areas of the “research and enterprise landscape”

• Drive adoption of Snowball Metrics as global standards for institutional benchmarking– By implementation in tools, systems and reports– By engaging with university groups in key

research-intensive nations14

Page 15: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

The Snowball Metrics Landscape

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Page 16: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Denominators

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Page 17: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Recipes available

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Page 18: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Altmetrics

Snowball Metrics • needs to be able to aggregate counts beyond article level• Needs to be able to share the entire recipe

Page 19: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Altmetrics

Scholarly ActivityNumber of times that an institution’s output has been posted in online tools that are typically used by academic scholars e.g. Mendeley, CiteULike, Academia.edu, ResearchGate

Scholarly CommentaryNumber of times that an institution’s output has been commented on in online tools that are typically used by academic scholars e.g. science blogs, video posts, peer reviews, post-publication comments, Wikipedia

Mass MediaNumber of times that an institution’s output has been referred to by press clippings and news websites

Social ActivityNumber of times that an institution’s output has stimulated social media posts e.g. Facebook, Twitter, Reddit, LinkedIn

Snowball Metrics • needs to be able to aggregate counts beyond article level• Needs to be able to share the entire recipe

Page 20: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Altmetrics

Scholarly ActivityNumber of times that an institution’s output has been posted in online tools that are typically used by academic scholars e.g. Mendeley, CiteULike, Academia.edu, ResearchGate

Scholarly CommentaryNumber of times that an institution’s output has been commented on in online tools that are typically used by academic scholars e.g. science blogs, video posts, peer reviews, post-publication comments, Wikipedia

Mass MediaNumber of times that an institution’s output has been referred to by press clippings and news websites

Social ActivityNumber of times that an institution’s output has stimulated social media posts e.g. Facebook, Twitter, Reddit, LinkedIn

Snowball Metrics • needs to be able to aggregate counts beyond article level• Needs to be able to share the entire recipe

Scholarly Activity Scholarly Activity per FTE Scholarly Activity per publication

Page 21: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Globalizing Snowball Metrics

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US• University of Michigan• University of Minnesota• Northwestern University• University of Illinois at

Urbana-Champaign • Arizona State University • MD Anderson Cancer

Center• Kansas State University

Australia / New Zealand• University of Queensland• University of Western Australia • University of Auckland • University of Wollongong • University of Tasmania• Massey University • The University of Canberra• Charles Darwin University

Interest and support from:• Japan RU11 metrics group• Association of Pacific Rim Universities (APRU)• European Commission for H2020• Fundação para a Ciência e a Tecnologia (FCT) in

Portugal

Page 22: Snowball Metrics: University-owned Benchmarking to Reveal Strengths within All Activities - Dr. Lisa Colledge, Snowball Metrics Program Director, Elsevier

Supporting Snowball Metrics

• Feedback about how useful it would be to you to have comparative information based on the Snowball Metrics

• Feedback on the clarity of the recipes in this book

• Call for influential bodies in the social sciences and arts and humanities to collaborate with the initiative to agree on practical metrics that are particularly useful for these areas

• Ask funders and suppliers to adopt Snowball Metrics. Change requires momentum: please help us provide it

[email protected]