Research IR Strangelove or: How I Learned to Stop Worrying and Love the Institutional Repository Ricky Erway CNI Briefing April 6, 2009.

Research

IR Strangelove or: How I Learned to Stop Worrying and Love the Institutional Repository

Ricky ErwayCNI BriefingApril 6, 2009

Research Ricky Erway, Senior Program OfficerCNI Briefing – April 6, 2009

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Citadel or…


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The support that researchers need to meet their goals is not currently provided by the typical research library, --- and the gap between what they need and what is provided is growing wider


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The Research Information Management Universe

User

Domain

Institution

Data Environment

Scholar; Scopus; WoK; WorldCat; Oaister; CiteSeer; Google Books; datasets; databases; EEBO/ECCO; VREs; repositories; etc

Self-assessment (Netherlands; Nordic)Funding-based (UK, Australia)Tenure based (US)PR and institutional reputation (all)

Comfort zone, but withcompetition issues

Assessment Regime

Large research-oriented (tend toward STEM)Smaller research-oriented (tend toward humanities)Tenure issuesFunding issues


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RLG Research Information Management (RIM) Program


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Mind the Layers

Rick Luce: ARL/CNI presentation October 2008


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RLG Research Information Management Activity

• Report on Scholarly Information Practices• WRAP consultancy• Joint investigation with RIN • Projects with the RLG Partnership

• Testing the desirability of research services• A RIM manifesto• Role of libraries in data curation• Changing roles of library staff

• Rejected or deferred projects • Welcome your input


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RIM Activity

• Report on Scholarly Information Practices• WRAP consultancy• Possible joint investigation with RIN • Projects with the RLG Partnership




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InstitutionDomainUser


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First, some context . . .


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Identify current themes in the literature reflecting on expectations in the online environment and how library services can address those expectations

• Identified functions common to scholarly activity across disciplines: Searching, Collecting, Reading, Writing, Collaborating

• Opportunities for shared service development: Knowledge organization, discovery, curation

• Some solutions will be found outside the library• Core service requirements can be modeled generically

Analytic Framework & Methodology


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accessingassessingchaining

disseminatingnetworking

Interdisciplinaryprobing

translating

Humanities Sciences direct searching scanningco-authoring coordinating monitoring data-sharing

browsing collecting

re-reading assembling

consulting note-taking

Patterns of Convergence in Scholarly Practice

Adapted from C. Palmer, L. Teffau, C. Pirmann (2009)


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Workflows in Research Assessment Program (WRAP) Consultancy

• Survey library roles in research assessment data-gathering regimes within research universities in: • UK• Netherlands• Denmark• Republic of Ireland• Australia

• Describe the assessment regimes, placing them on a spectrum from high- to low-intervention, noting national characteristics.

Assessment RegimeInstitution


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Joint project with UK Research Information Network

Investigate methods of managing places of intersection around research support on campus

Data Environment

Institution

User


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RIM Activity





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List of Research Support Services (slide 1 of 2)

We will… • provide you dedicated space on a server.• help you structure space to organize your notes, datasets,

others’ publications, presentations…• help you load it if you like.• back up your work.• ensure you can access your data remotely, no matter where you

are.• provide tools for group work and version control at the file level.• help you manage your research, tracking who is involved in

which grant, which research is funded by which grant, and purchasing grant-funded equipment. (cont.)

Data Environment

Institution

User


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List of Research Support Services (slide 2 of 2)

(Cont.) We will… • help you negotiate publication rights.• help you comply with NIH and other requirements.• see that your work is disseminated broadly, quickly, and openly

and that you get maximum impact for you and your university.• do the authority work to ensure you are credited for all your

work, despite the various forms of your name used in indicating authorship.

• keep your personal bibliography up-to-date. • provide you with a customizable personal web page.• include you in the campus expertise database and facilitate

inclusion in disciplinary expert databases.• preserve your outputs in the institutional repository and facilitate

inclusion in disciplinary repositories.• see that you can take your work with you if you leave this

institution


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Bold Roadmap

Write manifesto that is a call to action about new roles we need to take on -- and compromises we may have to make to do so.

Data EnvironmentAssessment RegimeInstitution


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Assess library contributions related to data curation• Big science vs. little science and humanities• Derivative data and source data• Data lifecycle management• Data reuse• Institutional vs. disciplinary approaches

Data Environment

InstitutionDomainUser

Data Curation


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Explore changing roles of library staff• Increasing demands • Role of "data librarians" • Faculty liaison role• Specialization in rights and open access• Ways to work with departments to increase

data management awareness and skills

Data EnvironmentAssessment RegimeInstitution

Changing Roles of Library Staff


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RIM Activity





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The Plethora of Other Possibilities

• Research Needs and Services Grid• Personal Name Disambiguation • Institutional Name Disambiguation• Impact Optimization• Assessment Approaches• Internal Research Assessment• Expertise Profiling


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Research Needs and Services Grid

• Map the research support landscape• research activities• examples of the services that exist to support

them• RLG Partnership Council support• RLG RIM interest group, not so much


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The high-level view of the Research Information Management Workflow

The researcher's workflow (services to support the scholar's work)

Fund Discover Gather Create Share

Grant process

Serendipitous

finding

Collaborative

finding

Structured finding

Keeping current

Collecting

Acquiring

Organizing

Annotating

Analyzing

Describing

Review

ing & rating

Writing

Archiving

Managem

ent

Rights

Data sharing

Teaching

Publishing

Individual reputation management (services performed on behalf of the scholar)

CollectAnaly

ze ShareAsses

s

Datam

ining

Assem

bling data

Authoritative m

etadata

Expert profiling

Identify expertise

Public database

Output services

Increased visibility on W

eb

Inform tenure process

Institutional research output and assessment (services performed on behalf of the institution)

Collect Retain Share Assess

Faculty deposit

Input

Quality control

Nam

e authority control

Acquire content

Start-ups, spin-offs

Placem

ent of grads

Centers of excellence

Rights

Persistent identifiers

Back-up

Info asset stewardship

Long term preservation

Bibliography

Open A

ccess

Publication

Output to other

repositories

Optim

ize discoverability

Output : grant ratio

Research output m

etrics

Exporting statistics

Datam

ining

Peer review


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Investigate personal name consistency possibilities, by doing one or more of the following:

• Refine use cases• Compare related efforts at other institutions

and organizations• Conduct a personal name disambiguation

project that would get us closer to a name server that could be used by a variety of applications

Personal Name Consistency


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Participate in an assessment of approaches for institutional name disambiguation.

• Investigate what institutions are doing now• Consider what other efforts might inform and

improve current practice

Institutional Name Disambiguation


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Develop a project to referee impact optimization during the publication journey.

• Would require cooperation of publishing faculty• Conduct pre-publication consultations• Suggest things to increase a paper’s potential

impact (some to be undertaken by the library; others for the faculty member to consider)

• Use feedback to inform further work

Impact Optimization


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Assess various approaches to expertise profiling• Ways of gathering data• Intended uses• Policy issues• Outputs for other uses• Compare institutional to discipline profiles• Commercial approaches

Expertise Profiling


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Compare assessment approaches• Compare bibliometrics to peer review• Investigate the differences for monographs as

opposed to journal articles• Try a test on a text corpus

Explore internal research assessment• Are approaches used for external assessment

adequate for self-evaluation?• Recommend approaches for assessing

publications, citations, usage measures, and other indicators

The Other Two


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Comments?





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Resources

Research Information Management Programwww.oclc.org/programs/ourwork/researchinfo

OCLC Research White Paperswww.oclc.org/programs/publications/reports.htm

Ricky [email protected]

Thanks to my collaborators, Constance Malpas and John MacColl


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Research IR Strangelove or: How I Learned to Stop Worrying and Love the Institutional Repository Ricky Erway CNI Briefing April 6, 2009.

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