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1
Maximizing the power of
ORCID with PlumX
interoperability
Presenter Name, Guy Robertson - Regional Sales
Manager for East, West and Central Africa
EBSCO Information Services
Date: 23rd July 2015
2
What is PlumX?
PlumX	
  is	
  a	
  tool	
  that	
  allows	
  researchers	
  
and	
  ins3tu3ons	
  to	
  track	
  tradi3onal	
  
and	
  alterna3ve	
  metrics	
  (or	
  altmetrics)	
  
for	
  research	
  ar3facts,	
  allowing	
  a	
  
researcher	
  to	
  have	
  metrics	
  to	
  
understand	
  and	
  judge	
  the	
  impact	
  of	
  
their	
  research	
  and	
  works.	
  
3
Answer the questions
And tell the stories
About your research
4
PlumX can help answer these questions
you couldn’t answer before
What impact has our research had in the past
12 months?
How do we arm our researchers to better
compete for funding?
Can we measure non-STEM,
non-article research?
5
Current state of
Scholarly Measure
5
6
2-5
years
Idea
Blog Post
?
years
Grant
Conference
3-5
years
Video
Citations
Metrics timeline:
From Idea to Impact
It can take at least 2 - 5 years
from idea to a published
peer-reviewed journal article
Before PlumX After PlumX
Due to the pace of scholarly
publishing, it takes another 3 - 5
years from the time the work is
published to get to critical mass
of citation counts
From idea to measurable
citation counts can take
5 - 10 years
Metrics
available
immediately
citation counts
presentation view
share
save reference
bookmark
PDF download
click
video play
dataset download
citation counts
tweet
Publication
7
Samples of PlumX Metrics Sources
•  Amazon
•  Bit.ly
•  CrossRef
•  Delicious
•  Dryad
•  dSpace
•  EBSCO
•  ePrints
•  Facebook
•  figshare
•  Github
•  Goodreads
•  Google+
•  Medwave
•  Mendeley
•  PLOS
•  PubMed Central
•  Reddit
•  Research
Blogging
•  Scopus
•  SlideShare
•  SourceForge
•  Stack Overflow
•  Twitter
•  USPTO
•  Vimeo
•  Wikipedia
•  Worldcat (OCLC)
•  YouTube
8
All Types of Research Artifacts
•  Articles
•  Blog posts
•  Book chapters
•  Books
•  Cases
•  Clinical Trials
•  Conference
Papers
•  Data Sets
•  Figures
•  Grants
•  Interviews
•  Letters
•  Media
•  Patents
•  Posters
•  Presentations
•  Reports
•  Source Code
•  Theses /
Dissertations
•  Videos
•  Web Pages
9
Metrics
Categories
USAGE
(clicks, downloads, views,
library holdings, video plays)
CAPTURES
(bookmarks, code forks, favorites,
readers, watchers)
MENTIONS
(blog posts, comments, reviews,
Wikipedia links)
SOCIAL MEDIA
(+1s, likes, shares, tweets)
CITATIONS
(PubMed Central, Scopus,
patents)
10
USAGE
•  Is anyone reading our work?
•  Did anyone watch our videos?
•  Usage is the #1 stat researchers want to know after
Citation counts
•  PlumX is the only product that includes Usage
clicks, downloads,
views, library holdings,
video plays
11
•  Captures indicate that someone wants to come back
to the work
•  Early indicator of future citations
bookmarks, favorites,
readers, watchers
CAPTURES
12
•  This category measures people truly engaging with
your research
•  Automatically uncover the conversations about your
research
•  Discover feedback, opinions, etc.
blog posts,
comments, reviews,
Wikipedia linksMENTIONS
13
•  Social media measures how well a researcher is
promoting their work
•  This is especially important for early career
researchers to measure and understand
•  Track the buzz and attention around your research
output
+1s, likes, shares,
tweets
SOCIAL MEDIA
14
•  Citations still a standard of long-term impact
•  Including citations enables side-by-side analysis with
other metrics categories
PubMed Central,
Scopus, patents
CITATIONS
15
5 Categories in Action –
Example Article
Article level
metrics are the
building blocks
for PlumX
16
Visualizing Impact: Plum Print
•  Includes the 5
categories of metrics
•  Circles dynamically
change size based
on metrics in each
category
17
Researchers Need to
Showcase their Impact
•  Give them 5 categories of metrics to
tell their stories
–  Not just a singe count with citations
•  Tell the stories of research earlier
–  Citation counts take 3-5 years to accrue
–  PlumX gives comprehensive metrics in the first year
•  Help them create better grant applications
18
How can you help
researchers get funding?
•  Add more than just a list of publications
to their grant applications
–  Give them real-time metrics about their impact
•  Help determine where they should publish
–  Give metrics on what gets the most engagement
•  Showcase more than just their journal articles
–  Get credit for books and other research output
19
Given how tight budgets are around
the world, governments are rightfully
demanding effectiveness in the programs
they pay for.
To address these demands, we
need better measurement tools
to determine which approaches
work and which do not.”
Bill Gates
Gates Foundation Annual Letter 2013
“
20
CASE STUDY
ORCID and Plum X Work Together to
Easily Provide Altmetric Information to
Researchers
An	
  ORCID	
  profile	
  uniquely	
  iden4fies	
  scien4fic	
  and	
  other	
  
academic	
  authors.	
  
	
  
Once	
  the	
  effort	
  to	
  create	
  ORCID	
  profiles	
  for	
  researchers	
  
has	
  been	
  done,	
  you	
  can	
  now	
  easily	
  connect	
  their	
  
scholarly	
  ac4vi4es	
  with	
  PlumX	
  to	
  track	
  metrics	
  about	
  
their	
  research.	
  
	
  
Specifically,	
  PlumX	
  uses	
  	
  ORCID	
  	
  to	
  retrieve	
  a	
  list	
  of	
  the	
  
researcher’s	
  public	
  works	
  and	
  then	
  uses	
  the	
  
informa4on	
  to	
  establish	
  a	
  PlumX	
  researcher	
  profile	
  and	
  
gather	
  metrics	
  about	
  the	
  research’s	
  impact.	
  	
  
	
  	
  
	
  
	
  
21
CASE STUDY
ORCID and Plum X Work Together to
Easily Provide Altmetric Information to
Researchers
	
  
Most names are not unique, making them hard to
distinguish electronically. An ORCID profile fixes
the problem, ensuring that Bob Doe of Boston
College gets credit for his own work, not the work
of Bob Doe of Boston University.
The importance of ORCID as a persistent identifier
allows PlumX to easily identify the researcher and
their associated works, funding, organization
	
  
	
  
22
University of
Pittsburgh
23
Metrics Dashboards
Researchers box:
University of
Pittsburgh uses
PlumX to support
their researchers.
Narrow By:
They also build
dashboards for their digital
collections, the 26 journals
they publish, and for every
school, department, and
research institute
Tabs of Different
Artifacts:
PlumX gathers
metrics from over 20
types of research
output.
24
PlumX Customer Data:
Citations Lag Research output
from 2013 and
2014 will have
few citations.
25
Other Metrics Categories Fill
the Gap Showcase
impact in the
past 12 to 24
months.
26
Susan Rowland, Ph.D.
Chair of Engaged Humanities & the Creative Life
Pacifica Graduate Institute
Although this book may never
get cited, we still can see
usage, captures, and
mentions.
27
Metrics that
update in real
time provide a
Feedback Loop
Feedback
loops help
change
behavior.
28
PlumX can help answer these questions
you couldn’t answer before
What impact has our research had in the past
12 months?
How do we arm our researchers to better
compete for funding?
Can we measure non-STEM,
non-article research?

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Maximizing the power of ORCID with PlumX interoperability

  • 1. 1 Maximizing the power of ORCID with PlumX interoperability Presenter Name, Guy Robertson - Regional Sales Manager for East, West and Central Africa EBSCO Information Services Date: 23rd July 2015
  • 2. 2 What is PlumX? PlumX  is  a  tool  that  allows  researchers   and  ins3tu3ons  to  track  tradi3onal   and  alterna3ve  metrics  (or  altmetrics)   for  research  ar3facts,  allowing  a   researcher  to  have  metrics  to   understand  and  judge  the  impact  of   their  research  and  works.  
  • 3. 3 Answer the questions And tell the stories About your research
  • 4. 4 PlumX can help answer these questions you couldn’t answer before What impact has our research had in the past 12 months? How do we arm our researchers to better compete for funding? Can we measure non-STEM, non-article research?
  • 6. 6 2-5 years Idea Blog Post ? years Grant Conference 3-5 years Video Citations Metrics timeline: From Idea to Impact It can take at least 2 - 5 years from idea to a published peer-reviewed journal article Before PlumX After PlumX Due to the pace of scholarly publishing, it takes another 3 - 5 years from the time the work is published to get to critical mass of citation counts From idea to measurable citation counts can take 5 - 10 years Metrics available immediately citation counts presentation view share save reference bookmark PDF download click video play dataset download citation counts tweet Publication
  • 7. 7 Samples of PlumX Metrics Sources •  Amazon •  Bit.ly •  CrossRef •  Delicious •  Dryad •  dSpace •  EBSCO •  ePrints •  Facebook •  figshare •  Github •  Goodreads •  Google+ •  Medwave •  Mendeley •  PLOS •  PubMed Central •  Reddit •  Research Blogging •  Scopus •  SlideShare •  SourceForge •  Stack Overflow •  Twitter •  USPTO •  Vimeo •  Wikipedia •  Worldcat (OCLC) •  YouTube
  • 8. 8 All Types of Research Artifacts •  Articles •  Blog posts •  Book chapters •  Books •  Cases •  Clinical Trials •  Conference Papers •  Data Sets •  Figures •  Grants •  Interviews •  Letters •  Media •  Patents •  Posters •  Presentations •  Reports •  Source Code •  Theses / Dissertations •  Videos •  Web Pages
  • 9. 9 Metrics Categories USAGE (clicks, downloads, views, library holdings, video plays) CAPTURES (bookmarks, code forks, favorites, readers, watchers) MENTIONS (blog posts, comments, reviews, Wikipedia links) SOCIAL MEDIA (+1s, likes, shares, tweets) CITATIONS (PubMed Central, Scopus, patents)
  • 10. 10 USAGE •  Is anyone reading our work? •  Did anyone watch our videos? •  Usage is the #1 stat researchers want to know after Citation counts •  PlumX is the only product that includes Usage clicks, downloads, views, library holdings, video plays
  • 11. 11 •  Captures indicate that someone wants to come back to the work •  Early indicator of future citations bookmarks, favorites, readers, watchers CAPTURES
  • 12. 12 •  This category measures people truly engaging with your research •  Automatically uncover the conversations about your research •  Discover feedback, opinions, etc. blog posts, comments, reviews, Wikipedia linksMENTIONS
  • 13. 13 •  Social media measures how well a researcher is promoting their work •  This is especially important for early career researchers to measure and understand •  Track the buzz and attention around your research output +1s, likes, shares, tweets SOCIAL MEDIA
  • 14. 14 •  Citations still a standard of long-term impact •  Including citations enables side-by-side analysis with other metrics categories PubMed Central, Scopus, patents CITATIONS
  • 15. 15 5 Categories in Action – Example Article Article level metrics are the building blocks for PlumX
  • 16. 16 Visualizing Impact: Plum Print •  Includes the 5 categories of metrics •  Circles dynamically change size based on metrics in each category
  • 17. 17 Researchers Need to Showcase their Impact •  Give them 5 categories of metrics to tell their stories –  Not just a singe count with citations •  Tell the stories of research earlier –  Citation counts take 3-5 years to accrue –  PlumX gives comprehensive metrics in the first year •  Help them create better grant applications
  • 18. 18 How can you help researchers get funding? •  Add more than just a list of publications to their grant applications –  Give them real-time metrics about their impact •  Help determine where they should publish –  Give metrics on what gets the most engagement •  Showcase more than just their journal articles –  Get credit for books and other research output
  • 19. 19 Given how tight budgets are around the world, governments are rightfully demanding effectiveness in the programs they pay for. To address these demands, we need better measurement tools to determine which approaches work and which do not.” Bill Gates Gates Foundation Annual Letter 2013 “
  • 20. 20 CASE STUDY ORCID and Plum X Work Together to Easily Provide Altmetric Information to Researchers An  ORCID  profile  uniquely  iden4fies  scien4fic  and  other   academic  authors.     Once  the  effort  to  create  ORCID  profiles  for  researchers   has  been  done,  you  can  now  easily  connect  their   scholarly  ac4vi4es  with  PlumX  to  track  metrics  about   their  research.     Specifically,  PlumX  uses    ORCID    to  retrieve  a  list  of  the   researcher’s  public  works  and  then  uses  the   informa4on  to  establish  a  PlumX  researcher  profile  and   gather  metrics  about  the  research’s  impact.            
  • 21. 21 CASE STUDY ORCID and Plum X Work Together to Easily Provide Altmetric Information to Researchers   Most names are not unique, making them hard to distinguish electronically. An ORCID profile fixes the problem, ensuring that Bob Doe of Boston College gets credit for his own work, not the work of Bob Doe of Boston University. The importance of ORCID as a persistent identifier allows PlumX to easily identify the researcher and their associated works, funding, organization    
  • 23. 23 Metrics Dashboards Researchers box: University of Pittsburgh uses PlumX to support their researchers. Narrow By: They also build dashboards for their digital collections, the 26 journals they publish, and for every school, department, and research institute Tabs of Different Artifacts: PlumX gathers metrics from over 20 types of research output.
  • 24. 24 PlumX Customer Data: Citations Lag Research output from 2013 and 2014 will have few citations.
  • 25. 25 Other Metrics Categories Fill the Gap Showcase impact in the past 12 to 24 months.
  • 26. 26 Susan Rowland, Ph.D. Chair of Engaged Humanities & the Creative Life Pacifica Graduate Institute Although this book may never get cited, we still can see usage, captures, and mentions.
  • 27. 27 Metrics that update in real time provide a Feedback Loop Feedback loops help change behavior.
  • 28. 28 PlumX can help answer these questions you couldn’t answer before What impact has our research had in the past 12 months? How do we arm our researchers to better compete for funding? Can we measure non-STEM, non-article research?