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SCHOLARLY METRICS
BOOTCAMP
Rachel Borchardt and Andrea Michalek
USAIN Preconference
May 4, 2014
What will we cover?
 The what and why’s of metrics
 Bibliometrics overview and discussion
 Hands-on training with bibliometrics tools
 Tips for bringing it back home
 Break
 Altmetrics overview and discussion
 Hands-on training with altmetrics tools
 Bringing it all together
But first..
 What are your objectives for the workshop?
What are metrics?
 Synonyms/narrower terms:
 Bibliometrics
 Scientometrics
 Impact measures
 Research metrics
 Altmetrics
 “ … a set of methods to quantitatively analyze
academic literature.” (Wikipedia)
Why metrics?
 We want to identify high-quality scholarship, but
 No one can read everything!
 Bibliometrics  Impact  Quality
 Used to evaluate publications, scholars, labs,
departments and more
Basic metric categories
 Article level
 Times cited
 Journal level
 Impact Factor
 SJR, SNIP
 Google metrics
 Author level
 H-index
 (note – this is not a comprehensive list, but covers the most
frequently used metrics, and what we’ll be talking about
today)
Now, let’s dive into these metrics!
Article level metrics
Article-level Metric: Times Cited
 Most ubiquitous metric
 “Basic building block” of bibliometrics
 Captured by many databases, including
 Web of Science
 Scopus
 Google Scholar
 No one source is definitive and results can vary
Example: Elizabeth Ainsworth
 Web of Science – 45 documents
 Scopus – 58 documents
 Google Scholar – ‘About 17,300 results’
 Database/resource coverage will determine times
cited as well as number of publications
 Lesson: often, an accurate times cited requires an
extensive search/comparison
We will explore these resources a bit
later!
 Web of Science
 Scopus
 Google Scholar
Journal-level metrics
Journal-level metric: Impact Factor
 Developed by Eugene Garfield in 1955
 Most widely known and used metric
 Based on Web of Science citations
 Distributed exclusively by Journal Citation Reports
(also owned by Thomson Reuters)
 2-year and 5-year impact factor metrics
(2-year) Impact Factor Formula
Putting Impact Factor in context
 Preset disciplines can be chosen and displayed by
impact factor to determine highest impact factor
journals
Some high impact factors by discipline
 Agricultural Engineering – 4.75, Bioresource Technology
 Agriculture, Dairy and Animal Science – 3.494, Genetics
Selection Evolution
 Agriculture, Multidisciplinary – 2.906, Journal of
Agricultural and Food Chemistry
 Agricultural Economics and Policy – 2.212, Food Policy
 Multidisciplinary Sciences – 38.597, Nature
 Environmental Studies – 14.472, Nature Climate Change
 Lesson: impact factor varies. Greatly.
So, what’s a ‘good’ impact factor?
 An often-asked question with no great answer
 Context can help determine this answer
 Reviewers, particularly outside one’s discipline,
should always have context to avoid
misunderstanding impact factor
 Discipline specificity remains a major problem with
context
 Remember: no metric is perfect or absolute!
Let’s explore Journal Citation Reports!
 http://library.uvm.edu/research/
 Search by Title
 J, Journal Citation Reports
 View a group of journals by subject category or
Search for a specific journal
Journal-level metric alternatives to
Impact Factor
 SJR/SNIP
 Google Metrics
 (many others have been proposed, but in my
perspective, are not widely used)
SJR/SNIP
 SJR = SCImago Journal Ranking
 SNIP = Source Normalized Impact per Paper
 Based on Scopus citations
 SJR uses an algorithm similar to Google’s to weigh
citations (but otherwise similar to impact factor)
 SNIP is based on SJR, but attempts to ‘normalize’ scores
between disciplines
 Both available at scimagojr.com or via Scopus (Elsevier)
SJR/SNIP Rankings
 Similar to Impact Factor, discipline context helps
understand SJR/SNIP in comparison
 Journal rankings only available on scimagojr.com
Let’s explore SCImago!
 http://www.scimagojr.com
 This is a freely available resource! (great for
libraries/schools with small budgets)
 Note that multiple journals can be directly
compared in a chart
 Select “Compare”, then “Journals”
 Search for up to 4 journals, hit “Compare”, then select
the metric for comparison
Google Scholar Metrics
 H5-index and H5-median metrics
 H5-index = X number of articles in the journal that have
been cited X times in the past 5 years
 H5-index of 10 means that 10 articles in the past 5 years
have been cited 10+ times each
 (remember this – we’ll come back to the H-index concept!)
 H5-median is the median number of citations for all of
the articles that fit the H5-index criteria
 H5-median of 14 means that those 10 articles were cited a
median of 14 times
 (median = middle number)
Google Scholar rankings
 Yet again, different discipline categories!
 Life Sciences and Earth Sciences
Let’s explore Google Scholar Metrics!
 http://scholar.google.com
 Select “Metrics” along the top
 Note that a custom list of journals can be created
with a keyword search
 Try searching for ‘dairy’ or ‘soil’
Author-level metrics
Author-level metric: H-index
 Remember H5-index?
 H-index is used to measure an author’s output over time
 Again, X number of publications that have been cited X or
more times
 H-index highly dependent on the citation rate of the author’s
discipline(s)
 Just like other measures, context is key
 Also, like other measures, the metric is only as good as the source
Where to get H-index?
 Web of Science, Scopus, and Google Scholar all
have author profiles with an H-index.
 However, an incomplete citation / times cited means
the H-index is also based on incomplete
information.
Let’s practice - Sarah Taylor Lovell
 Can you find the H-index for Sarah Taylor Lovell in
Web of Science, Scopus and Google Scholar?
Web of Science
 To access Web of Science:
 http://library.uvm.edu/research/
 Search by Title
 W, Web of Science
 To find Sarah Taylor Lovell:
 Author Search in dropdown
 Lovell, ST
 Look for matching article – her name is hyperlinked!
 Clicking on name will pull up (mostly) accurate list of
publications
 Create Citation Report
Scopus
 To access Scopus:
 http://www.scopus.com
 To find Sarah Taylor Lovell:
 Author Search
 Lovell, Sarah Taylor
 Select all relevant results
 View Citation Overview
Google Scholar
 To access Google Scholar:
 http://scholar.google.com
 To find Sarah Taylor Lovell:
 Search for “Sarah Taylor Lovell”
 Click on user profile at top
 Note: H-index only available for authors with a Google
Scholar profile
 Lesson: like times cited, an accurate H-index requires
extensive search/comparison
Calculating H-index
 If citations are incomplete, how do we get an
accurate H-index?
 First, if they’re close, it may not be worth sweating
the details..
 Large gaps of coverage between databases may
substantiate use of
 Downloading records from individual databases
 Compiling records (usually with Excel)
 Publish or Perish software
Publish or Perish
 Free software program
 Downloadable at www.harzing.com/pop.htm
 Calculates H-index and more
 Based on Google Scholar data
 We won’t explore PoP, but it’s a great tool for
downloading/analyzing Google Scholar citations
Bringing metrics back to your
institution
What bibliometrics should I recommend
to my scholars? Factors to consider
 Institutional culture
 What’s widely used at the institution?
 What’s the popular perception of metrics?
 What do you own / have access to?
 Resource’s discipline coverage
 Social science-oriented scholars may be better served
by Scopus; many scientists use Web of Science
 Comprehensive results requires more
 Time
 Energy
 Skill
Ways you can help scholars: big
picture
 Get to know metrics needs at institution
 Keep an eye on trends in academia and at your
institution
 Be aware of new products and assess what you
have to ensure it continues to meet user need
 (so, be a librarian!) 
 Remember that no metric is perfect, context is key
Ways you can help: concrete activities
 Workshops
 One-on-one consultations
 Department/lab/admin/etc. presentations
 Repository of past works / templates
 Online research guide (many exist, so feel free to
borrow good ideas!)
Personal plug: Look for my book coming this fall from ACRL Press!
Bibliometrics and altmetrics handbook for librarians
Questions / discussion / hands-on
practice

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Scholarly Metrics Bootcamp USAIN 2014 Pre-conference workshop

  • 1. SCHOLARLY METRICS BOOTCAMP Rachel Borchardt and Andrea Michalek USAIN Preconference May 4, 2014
  • 2. What will we cover?  The what and why’s of metrics  Bibliometrics overview and discussion  Hands-on training with bibliometrics tools  Tips for bringing it back home  Break  Altmetrics overview and discussion  Hands-on training with altmetrics tools  Bringing it all together
  • 3. But first..  What are your objectives for the workshop?
  • 4. What are metrics?  Synonyms/narrower terms:  Bibliometrics  Scientometrics  Impact measures  Research metrics  Altmetrics  “ … a set of methods to quantitatively analyze academic literature.” (Wikipedia)
  • 5. Why metrics?  We want to identify high-quality scholarship, but  No one can read everything!  Bibliometrics  Impact  Quality  Used to evaluate publications, scholars, labs, departments and more
  • 6. Basic metric categories  Article level  Times cited  Journal level  Impact Factor  SJR, SNIP  Google metrics  Author level  H-index  (note – this is not a comprehensive list, but covers the most frequently used metrics, and what we’ll be talking about today)
  • 7. Now, let’s dive into these metrics!
  • 9. Article-level Metric: Times Cited  Most ubiquitous metric  “Basic building block” of bibliometrics  Captured by many databases, including  Web of Science  Scopus  Google Scholar  No one source is definitive and results can vary
  • 10. Example: Elizabeth Ainsworth  Web of Science – 45 documents  Scopus – 58 documents  Google Scholar – ‘About 17,300 results’  Database/resource coverage will determine times cited as well as number of publications  Lesson: often, an accurate times cited requires an extensive search/comparison
  • 11. We will explore these resources a bit later!  Web of Science  Scopus  Google Scholar
  • 13. Journal-level metric: Impact Factor  Developed by Eugene Garfield in 1955  Most widely known and used metric  Based on Web of Science citations  Distributed exclusively by Journal Citation Reports (also owned by Thomson Reuters)  2-year and 5-year impact factor metrics
  • 15. Putting Impact Factor in context  Preset disciplines can be chosen and displayed by impact factor to determine highest impact factor journals
  • 16. Some high impact factors by discipline  Agricultural Engineering – 4.75, Bioresource Technology  Agriculture, Dairy and Animal Science – 3.494, Genetics Selection Evolution  Agriculture, Multidisciplinary – 2.906, Journal of Agricultural and Food Chemistry  Agricultural Economics and Policy – 2.212, Food Policy  Multidisciplinary Sciences – 38.597, Nature  Environmental Studies – 14.472, Nature Climate Change  Lesson: impact factor varies. Greatly.
  • 17. So, what’s a ‘good’ impact factor?  An often-asked question with no great answer  Context can help determine this answer  Reviewers, particularly outside one’s discipline, should always have context to avoid misunderstanding impact factor  Discipline specificity remains a major problem with context  Remember: no metric is perfect or absolute!
  • 18. Let’s explore Journal Citation Reports!  http://library.uvm.edu/research/  Search by Title  J, Journal Citation Reports  View a group of journals by subject category or Search for a specific journal
  • 19. Journal-level metric alternatives to Impact Factor  SJR/SNIP  Google Metrics  (many others have been proposed, but in my perspective, are not widely used)
  • 20. SJR/SNIP  SJR = SCImago Journal Ranking  SNIP = Source Normalized Impact per Paper  Based on Scopus citations  SJR uses an algorithm similar to Google’s to weigh citations (but otherwise similar to impact factor)  SNIP is based on SJR, but attempts to ‘normalize’ scores between disciplines  Both available at scimagojr.com or via Scopus (Elsevier)
  • 21. SJR/SNIP Rankings  Similar to Impact Factor, discipline context helps understand SJR/SNIP in comparison  Journal rankings only available on scimagojr.com
  • 22. Let’s explore SCImago!  http://www.scimagojr.com  This is a freely available resource! (great for libraries/schools with small budgets)  Note that multiple journals can be directly compared in a chart  Select “Compare”, then “Journals”  Search for up to 4 journals, hit “Compare”, then select the metric for comparison
  • 23. Google Scholar Metrics  H5-index and H5-median metrics  H5-index = X number of articles in the journal that have been cited X times in the past 5 years  H5-index of 10 means that 10 articles in the past 5 years have been cited 10+ times each  (remember this – we’ll come back to the H-index concept!)  H5-median is the median number of citations for all of the articles that fit the H5-index criteria  H5-median of 14 means that those 10 articles were cited a median of 14 times  (median = middle number)
  • 24. Google Scholar rankings  Yet again, different discipline categories!  Life Sciences and Earth Sciences
  • 25. Let’s explore Google Scholar Metrics!  http://scholar.google.com  Select “Metrics” along the top  Note that a custom list of journals can be created with a keyword search  Try searching for ‘dairy’ or ‘soil’
  • 27. Author-level metric: H-index  Remember H5-index?  H-index is used to measure an author’s output over time  Again, X number of publications that have been cited X or more times  H-index highly dependent on the citation rate of the author’s discipline(s)  Just like other measures, context is key  Also, like other measures, the metric is only as good as the source
  • 28. Where to get H-index?  Web of Science, Scopus, and Google Scholar all have author profiles with an H-index.  However, an incomplete citation / times cited means the H-index is also based on incomplete information.
  • 29. Let’s practice - Sarah Taylor Lovell  Can you find the H-index for Sarah Taylor Lovell in Web of Science, Scopus and Google Scholar?
  • 30. Web of Science  To access Web of Science:  http://library.uvm.edu/research/  Search by Title  W, Web of Science  To find Sarah Taylor Lovell:  Author Search in dropdown  Lovell, ST  Look for matching article – her name is hyperlinked!  Clicking on name will pull up (mostly) accurate list of publications  Create Citation Report
  • 31. Scopus  To access Scopus:  http://www.scopus.com  To find Sarah Taylor Lovell:  Author Search  Lovell, Sarah Taylor  Select all relevant results  View Citation Overview
  • 32. Google Scholar  To access Google Scholar:  http://scholar.google.com  To find Sarah Taylor Lovell:  Search for “Sarah Taylor Lovell”  Click on user profile at top  Note: H-index only available for authors with a Google Scholar profile  Lesson: like times cited, an accurate H-index requires extensive search/comparison
  • 33. Calculating H-index  If citations are incomplete, how do we get an accurate H-index?  First, if they’re close, it may not be worth sweating the details..  Large gaps of coverage between databases may substantiate use of  Downloading records from individual databases  Compiling records (usually with Excel)  Publish or Perish software
  • 34. Publish or Perish  Free software program  Downloadable at www.harzing.com/pop.htm  Calculates H-index and more  Based on Google Scholar data  We won’t explore PoP, but it’s a great tool for downloading/analyzing Google Scholar citations
  • 35. Bringing metrics back to your institution
  • 36. What bibliometrics should I recommend to my scholars? Factors to consider  Institutional culture  What’s widely used at the institution?  What’s the popular perception of metrics?  What do you own / have access to?  Resource’s discipline coverage  Social science-oriented scholars may be better served by Scopus; many scientists use Web of Science  Comprehensive results requires more  Time  Energy  Skill
  • 37. Ways you can help scholars: big picture  Get to know metrics needs at institution  Keep an eye on trends in academia and at your institution  Be aware of new products and assess what you have to ensure it continues to meet user need  (so, be a librarian!)   Remember that no metric is perfect, context is key
  • 38. Ways you can help: concrete activities  Workshops  One-on-one consultations  Department/lab/admin/etc. presentations  Repository of past works / templates  Online research guide (many exist, so feel free to borrow good ideas!)
  • 39. Personal plug: Look for my book coming this fall from ACRL Press! Bibliometrics and altmetrics handbook for librarians Questions / discussion / hands-on practice