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Tracking research and research systems
Chair: Catherine Grout, Jisc
06/07/2016
1
Introduction
Chair: Catherine Grout, Jisc
14/07/2016
Digital scholarship and identifiers
Geoffrey Builder, Crossref
14/07/2016
Share update
Elliot Shore,Association of Research Libraries
14/07/2016
SHARE Update
Jisc/CNI
International Advances in
Digital Scholarship
July 6, 2016
Elliott Shore
elliott@arl.org
Mission
SHARE is a higher education initiative whose mission is to
maximize research impact by making research widely
accessible, discoverable, and reusable. To fulfill this mission
SHARE is building a free, open data set about research
and scholarly activities across their life cycle.
Five System of Action Areas
ARL Framework
Open infrastructure for open access
OA advocacy & policy is more mature than OA
infrastructure & implementation
OA implementation infrastructure should be open
Metadata
Standards and identifiers
Code, platforms, and APIs
The future of open scholarship
“We find ourselves two decades into the transition of
research communication from a paper-based endeavor to a
web-based digital enterprise, and well into the transition of
the research process itself from a largely hidden activity
to one that becomes plainly visible on the global
network.”
Herbert Van de Sompel
“Reminiscing About 15 Years of Interoperability Efforts” (DLib Magazine, Nov./Dec. 2015)
“... the world’s repositories need some common application
programming interfaces (APIs). This is where SHARE is making
huge strides, by pulling together data sets from many of the
world’s most-used repositories, such as figshare. In turn,
SHARE’s aggregating of data sets can feed discovery of content
in sites that may not have the same exposure as figshare or
discovery of data from across disciplines. “
Mark Hahnel, figshare
Interoperability through APIs
3Collaborators:
Association of American Universities; Association of Public and
Land-grant Universities; Center for Open Science
117Number of SHARE Content Providers (June 2016)
7.5 millionResearch Release Events
Percentage of research release events that include a “contributor’s
affiliation name” (i.e. institution) field
1.4
SHARE Notify providers by type
What we’ve learned
Variability and availability of metadata
Complexity of institutional policies & workflow
Power of community infrastructure
Open data for interoperability
The lifecycle approach
“All scholarly digital research objects—from data to analytical
pipelines—benefit from application of these [FAIR data]
principles, since all components of the research process must
be available to ensure transparency, reproducibility, and
reusability.”
Nature. Scientific Data Comment. Wilkinson, et al. “The FAIR Guiding Principles for scientific data
management and stewardship” March 15, 2016.
NotifyProviders ConsumersGather
Phase I: pipeline for normalized notifications
Phase II: Clean, enhance, link
Automation, e.g. subject tagging with machine learning
Expert human curation
SHARE Phase III
Integration
Systems and workflows
Teaching and learning
ARL Focal Areas Fall 2015
“I am energized by the new directions that ARL
is taking”
Committee on
Coherence at Scale in Higher Education
Questions?
Elliott Shore
elliott@arl.org
Jisc Monitor update
Neil Jacobs, Jisc
14/07/2016
Jisc tracking research and research systems
»The typical OA article lifecycle and Jisc services
»Outline of Jisc Monitor services
»Some data flows for Monitor Local, and flavour
»Some data flows for Monitor UK, and a flavour
»Timeline from now
14/07/2016 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 30
OA through an article lifecycle
Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all)
Submission Acceptance Publication Use
SHERPA
JULIET
SHERPA
RoMEO
SHERPA
REF R&D:Beta
SHERPA
Fact
Monitor
UK R&D:Alpha
Jisc
collections
OpenDOAR
Publications
Router R&D:Alpha
Monitor
local R&D:Alpha
CORE
IRUS-UK
RIOXX
Guidance, consultancy, technical support, and OA good practice
Research
publication
lifecycle
Jisc
services
Report on
compliance
Deposit in
repository
Manage
costs
Check
compliance
Select
Journal
Maximise
impact
Record
impact Report
OA through an article lifecycle
Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all)
Submission Acceptance Publication Use
SHERPA
JULIET
SHERPA
RoMEO
SHERPA
REF R&D:Beta
SHERPA
Fact
Monitor
UK R&D:Alpha
Jisc
collections
OpenDOAR
Publications
Router R&D:Alpha
Monitor
local R&D:Alpha
CORE
IRUS-UK
RIOXX
Guidance, consultancy, technical support, and OA good practice
Research
publication
lifecycle
Jisc
services
Report on
compliance
Deposit in
repository
Manage
costs
Check
compliance
Select
Journal
Maximise
impact
Record
impact Report
OA through an article lifecycle
Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all)
Submission Acceptance Publication Use
SHERPA
JULIET
SHERPA
RoMEO
SHERPA
REF R&D:Beta
SHERPA
Fact
Monitor
UK R&D:Alpha
Jisc
collections
OpenDOAR
Publications
Router R&D:Alpha
Monitor
local R&D:Alpha
CORE
IRUS-UK
RIOXX
Guidance, consultancy, technical support, and OA good practice
Research
publication
lifecycle
Jisc
services
Report on
compliance
Deposit in
repository
Manage
costs
Check
compliance
Select
Journal
Maximise
impact
Record
impact Report
OA through an article lifecycle
Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all)
Submission Acceptance Publication Use
SHERPA
JULIET
SHERPA
RoMEO
SHERPA
REF R&D:Beta
SHERPA
Fact
Monitor
UK R&D:Alpha
Jisc
collections
OpenDOAR
Publications
Router R&D:Alpha
Monitor
local R&D:Alpha
CORE
IRUS-UK
RIOXX
Guidance, consultancy, technical support, and OA good practice
Research
publication
lifecycle
Jisc
services
Report on
compliance
Deposit in
repository
Manage
costs
Check
compliance
Select
Journal
Maximise
impact
Record
impact Report
Jisc Monitor:Two separate but integrated services
Monitor Local:
› Institutions can record and
report data relating to their OA
publications
– Costs (APCs)
– Policy compliance
– Status in workflow
› Cloud application, interfacing
with local and third party
services
Monitor UK:
» Shared application aggregating
and presenting data analytics
» Institutions and funders can
evaluate cost and compliance
data
» Working toward international
view
June 2016
Some data flows for Monitor Local
June 2016 36
Some data flows for Monitor Local
June 2016 37
Journal and funder
policy data
Repository /
article data
Article-level metadata
Journal-level
metadata
Correct and complete data, via API??
Licence data
A flavour of Jisc Monitor Local
June 2016 38
Some data flows for Monitor UK
June 2016 39
Monitor UK
Monitor Local
Lantern / OA Gauge
JiscCollections
Other university systems
/ spreadsheets / etc
Research funders
A flavour of Jisc Monitor UK / 1
June 2016 40
A flavour of Jisc Monitor UK / 2
June 2016 41
Timeline from now
14/07/2016 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 42
Pilot
Handover
Live
To July
From August
From September
23 pilot universities
From Sero et al, to in-house
Jisc team
Live for pilot universities,
phased release for others
Find out more…
29.09.2014
43
Thanks for listening.
Neil Jacobs, Jisc
Neil.Jacobs@jisc.ac.uk
@njneilj
Except where otherwise noted, this
work is licensed under CC-BY-NC-ND
Infrastructure and services to track
research activity
Daniel Hook, Digital Science
14/07/2016
Infrastructure and services to
track research activity
Daniel W. Hook
Jisc / CNI Conference, Oxford
7th July 2016
Four forces driving academic
behaviour
Research: enabling
technology
Research:
collaboration /
internationalism
Government:
Social pressure
& accountability
Institutions:
Professionalisation
of research
management
How do we locate “research
event”?
How do we locate “research
event”?
Isn’t funding also part of
“location”?
What about Impact?
What else could we be
tracking?
Pre-1995 Circa 2005 Circa 2015
University of Cambridge
http://dx.doi.org/10.6084/m9.figshare.1507607
Research Data Mechanics
Research Data Mechanics
Research Data Mechanics
Research Data Mechanics
Understanding collaboration
Research Data Mechanics & Open
DataResearch Data Mechanics of the type that we’ve described is only possible if
1. People (researchers and administrators) capture data systematically –
this means at the point of production wherever possible
2. Identifiers are assigned proactively –
again, wherever possible at the point of production
3. Data are made openly available wherever reasonable (modulo ethics etc)
while its nice to have publishers and others do this for you, it’s also possib
be active in this, e.g. VIVO, Profiles RNS, Dryad, Figshare etc.
4. Ideally, data are made available in structured open APIs.
Thank you
d.hook@digital-science.com
Tracking research and research systems06/07/2016
60

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Tracking research and research systems

  • 1. Tracking research and research systems Chair: Catherine Grout, Jisc 06/07/2016 1
  • 3. Digital scholarship and identifiers Geoffrey Builder, Crossref 14/07/2016
  • 4. Share update Elliot Shore,Association of Research Libraries 14/07/2016
  • 5. SHARE Update Jisc/CNI International Advances in Digital Scholarship July 6, 2016 Elliott Shore elliott@arl.org
  • 6. Mission SHARE is a higher education initiative whose mission is to maximize research impact by making research widely accessible, discoverable, and reusable. To fulfill this mission SHARE is building a free, open data set about research and scholarly activities across their life cycle.
  • 7. Five System of Action Areas
  • 9.
  • 10. Open infrastructure for open access OA advocacy & policy is more mature than OA infrastructure & implementation OA implementation infrastructure should be open Metadata Standards and identifiers Code, platforms, and APIs
  • 11. The future of open scholarship “We find ourselves two decades into the transition of research communication from a paper-based endeavor to a web-based digital enterprise, and well into the transition of the research process itself from a largely hidden activity to one that becomes plainly visible on the global network.” Herbert Van de Sompel “Reminiscing About 15 Years of Interoperability Efforts” (DLib Magazine, Nov./Dec. 2015)
  • 12. “... the world’s repositories need some common application programming interfaces (APIs). This is where SHARE is making huge strides, by pulling together data sets from many of the world’s most-used repositories, such as figshare. In turn, SHARE’s aggregating of data sets can feed discovery of content in sites that may not have the same exposure as figshare or discovery of data from across disciplines. “ Mark Hahnel, figshare Interoperability through APIs
  • 13. 3Collaborators: Association of American Universities; Association of Public and Land-grant Universities; Center for Open Science
  • 14. 117Number of SHARE Content Providers (June 2016)
  • 16. Percentage of research release events that include a “contributor’s affiliation name” (i.e. institution) field 1.4
  • 18. What we’ve learned Variability and availability of metadata Complexity of institutional policies & workflow Power of community infrastructure Open data for interoperability
  • 19. The lifecycle approach “All scholarly digital research objects—from data to analytical pipelines—benefit from application of these [FAIR data] principles, since all components of the research process must be available to ensure transparency, reproducibility, and reusability.” Nature. Scientific Data Comment. Wilkinson, et al. “The FAIR Guiding Principles for scientific data management and stewardship” March 15, 2016.
  • 20.
  • 21. NotifyProviders ConsumersGather Phase I: pipeline for normalized notifications
  • 22. Phase II: Clean, enhance, link Automation, e.g. subject tagging with machine learning Expert human curation
  • 23. SHARE Phase III Integration Systems and workflows Teaching and learning
  • 24.
  • 25. ARL Focal Areas Fall 2015
  • 26. “I am energized by the new directions that ARL is taking”
  • 27. Committee on Coherence at Scale in Higher Education
  • 29. Jisc Monitor update Neil Jacobs, Jisc 14/07/2016
  • 30. Jisc tracking research and research systems »The typical OA article lifecycle and Jisc services »Outline of Jisc Monitor services »Some data flows for Monitor Local, and flavour »Some data flows for Monitor UK, and a flavour »Timeline from now 14/07/2016 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 30
  • 31. OA through an article lifecycle Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK R&D:Alpha Jisc collections OpenDOAR Publications Router R&D:Alpha Monitor local R&D:Alpha CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Report
  • 32. OA through an article lifecycle Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK R&D:Alpha Jisc collections OpenDOAR Publications Router R&D:Alpha Monitor local R&D:Alpha CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Report
  • 33. OA through an article lifecycle Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK R&D:Alpha Jisc collections OpenDOAR Publications Router R&D:Alpha Monitor local R&D:Alpha CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Report
  • 34. OA through an article lifecycle Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK R&D:Alpha Jisc collections OpenDOAR Publications Router R&D:Alpha Monitor local R&D:Alpha CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Report
  • 35. Jisc Monitor:Two separate but integrated services Monitor Local: › Institutions can record and report data relating to their OA publications – Costs (APCs) – Policy compliance – Status in workflow › Cloud application, interfacing with local and third party services Monitor UK: » Shared application aggregating and presenting data analytics » Institutions and funders can evaluate cost and compliance data » Working toward international view June 2016
  • 36. Some data flows for Monitor Local June 2016 36
  • 37. Some data flows for Monitor Local June 2016 37 Journal and funder policy data Repository / article data Article-level metadata Journal-level metadata Correct and complete data, via API?? Licence data
  • 38. A flavour of Jisc Monitor Local June 2016 38
  • 39. Some data flows for Monitor UK June 2016 39 Monitor UK Monitor Local Lantern / OA Gauge JiscCollections Other university systems / spreadsheets / etc Research funders
  • 40. A flavour of Jisc Monitor UK / 1 June 2016 40
  • 41. A flavour of Jisc Monitor UK / 2 June 2016 41
  • 42. Timeline from now 14/07/2016 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 42 Pilot Handover Live To July From August From September 23 pilot universities From Sero et al, to in-house Jisc team Live for pilot universities, phased release for others
  • 43. Find out more… 29.09.2014 43 Thanks for listening. Neil Jacobs, Jisc Neil.Jacobs@jisc.ac.uk @njneilj Except where otherwise noted, this work is licensed under CC-BY-NC-ND
  • 44. Infrastructure and services to track research activity Daniel Hook, Digital Science 14/07/2016
  • 45. Infrastructure and services to track research activity Daniel W. Hook Jisc / CNI Conference, Oxford 7th July 2016
  • 46. Four forces driving academic behaviour Research: enabling technology Research: collaboration / internationalism Government: Social pressure & accountability Institutions: Professionalisation of research management
  • 47. How do we locate “research event”?
  • 48. How do we locate “research event”?
  • 49. Isn’t funding also part of “location”?
  • 51. What else could we be tracking? Pre-1995 Circa 2005 Circa 2015
  • 58. Research Data Mechanics & Open DataResearch Data Mechanics of the type that we’ve described is only possible if 1. People (researchers and administrators) capture data systematically – this means at the point of production wherever possible 2. Identifiers are assigned proactively – again, wherever possible at the point of production 3. Data are made openly available wherever reasonable (modulo ethics etc) while its nice to have publishers and others do this for you, it’s also possib be active in this, e.g. VIVO, Profiles RNS, Dryad, Figshare etc. 4. Ideally, data are made available in structured open APIs.
  • 60. Tracking research and research systems06/07/2016 60