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Trends Influencing Future Scholarship
Tim Babbitt

May 31, 2012
1
CHANGES FROM TECHNOLOGY
Growth of Mobile data usage
Technology is changing how we structure work
Then
 Notepads, notebooks
 Books
 cd, dvd, itunes
 Focus groups
 Classrooms/lectures

Now
 Evernote
 eBooks
 Spotify, youtube (streamed)
 Affectiva
 Khan Academy
CHANGES IN ACADEMIA
Towards reproducible research
 Reproducible research
 means
context, quality, trust
 means easy access to the
sources

6
Changing Policy
 Emerging trend of journals and publishers linking to openaccess data repositories
 Journals and funding agencies setting policy to preserve
and associate data supporting research results
 Open Access

7
Changing Global Research Patterns
The center of gravity of the world system of scholarship
is moving from west to east.

NOTES: Asia-10 includes
China, Japan, India,
Indonesia, Malaysia,
Philippines, Singapore,
South Korea, Taiwan, and
Thailand.
SOURCE: National
Science Board, Science
and Engineering Indicators
2010

8
Citations of U.S. research articles in non-U.S.
literature, by region/country: 1998–2010



Asia-8 = India, Indonesia, Malaysia, Philippines, Singapore, South
Korea, Taiwan, Thailand; EU = European Union
Share of citations to
international literature: 2000–10

Asia-8 =
India, Indonesia, Malaysia, Philippines, Singapore, South
Korea, Taiwan, Thailand; EU = European Union
Citations from Asia 10 Articles

NOTES: Asia-10 includes China, Japan, India, Indonesia, Malaysia, Philippines,
Singapore, South Korea, Taiwan, and Thailand. Asia-8 excludes China and Japan.
SOURCE: National Science Board, Science and Engineering Indicators 2010

11
US Academic Expenditures on Research by
Area, FY2008
(Millions of current dollars)

SOURCE: National Science
Foundation/Division of Science
Resources Statistics, Survey of
Research and Development
Expenditures at Universities and
Colleges: FY 2008.

12
Master’s degrees conferred
Modern Languages
1%

Other
12%

Biological sciences
2%
Visual/Performing Arts
2%
Computer science
3%

Education
29%

Social Sciences
3%
Psychology
5%
Public Administration
5%

Engineering
5%
Health profession
9%

Business
25%

13
Doctorate Placement
4000
3500
3000
2500

Other

2000

Government

1500

Business
Academia

1000
500
0
Life
sciences

Physical
sciences

Social
sciences

Engineering

Education

Humanities Other fields

SOURCE: Survey of
Earned Doctorates.
14
Average Age of References

15
Citation Format by Discipline
Secondary Source Citations
Journals

6%
3%
5%

9%

Books/Monographs

Reports

Conference Proceedings

4%
15%

9%

Other

4%
2%
0%

12%
10%
38%

42%

33%

12%

18%

73%

79%
56%

54%

53%

45%
18%

Education

Chemistry

Civil Engineering

Economics

History

Educational
Psychology
Academic work is social
 2006 Univ. of Minn.
Study
 68% - Faculty work
collaboratively
 52% - Collaborate with
colleagues at other
institutions
 46% - Find the distance
from colleagues is a
collaboration obstacle

 “One group of experts
can’t do everything”
SOURCE: Newman M E J PNAS 2001;98:404-409
Sharing
Low threshold (at good
enough)
 Astrophysicists
 arXiv

 Political scientists
 SSRN

 Economists

High threshold (competitive)
 Historians
 Molecular and cell
biologists
 Archaeologists
 Biochemists

 SSRN, NBER,

 Performers/Composers
Junior faculty in all fields are especially
cautious for fear of theft and/or
misinterpretation.
18
CHANGES AT THE LIBRARY
Changing Environment of Research
Past

Present

Future

Book
Aggregation

Book & Journal
Aggregation

Electronic Information
Aggregation

Other sources

Other sources

Other sources

LIBRARY
The “center” of research is shifting from libraries to other sources
Books
on shelves

LIBRARY
LIBRARY

Databases

20
Resource Usage Trends
250,000,000

200,000,000

Items

150,000,000

100,000,000

50,000,000

Circulation
Interlibrary loans

2002

2004

2006

2008

2010

188,601,008

200,203,943

187,236,440

138,102,762

136,003,396

7,843,649

8,545,417

10,265,385

10,695,342

SOURCES: National
Center for Education
Statistics. Academic
Libraries.

10,157,182

http://nces.ed.gov/pubsearch/get
pubcats.asp?sid=041#)

,

21
Changing Resource Expenditures
SOURCE: NCES 2010, 2008, 2006, 2004, 2002 Supplemental tables for Academic Libraries

Books, serial backfiles and other
materials

Overall % by content category
80%
70%

$700,000,000
$600,000,000
$500,000,000
$400,000,000
$300,000,000
$200,000,000
$100,000,000
$-

60%
50%

Electronic
Audiovisual
Print

Books, serial backfiles
and other materials

40%
30%

Current Serial
Subscriptions

20%

10%
0%

2002

2004

2006

2008

2010

2002

Current Serial Subscriptions

2004

2006

2008

2010

Overall % of purchased and
licenced content

$1,400,000,000
$1,200,000,000

100%

$1,000,000,000

80%

$800,000,000
Electronic

$400,000,000

60%

Print

$600,000,000

40%

$200,000,000

Electronic

20%

$-

Print

0%
2002

2004

2006

2008

2010

2002

2004

2006

2008

2010
22
Changing Discovery Methods

Data from Evans (2008
Context
 Activities are the
context for when our
content is used in
research
 Research mash-ups
 “whole is greater than
the parts”
 Critical for ecosystem
of research
Research Network Connections
 Era of connections






Social networks
Professional networks
Connected information
Connected concepts
Connected meaning
The Interconnected Article
Blogs
Related
Articles
Notebooks

Wikis

Comments
& Reviews

Models
Codes

Presentations

Algorithms
Preprints

Podcasts

Models
Methods

Video
Plans
Data
Intermediate
Results

Ontologies

Has a content edge over
print: more of it and more
timely
26
Network of Research Areas
Network of Ideas (citations)
Network of datasets
Evolution of search
Catalog/index

Database/Search Engine

Xpath/XQuery

We are here
Subject
indexing
of objects

Full text
search

A&I
search

Search Technology

Semantic
and
machine
search

Structural
and
network
search
Information Structure

Hand
crafted
Metadata

Content
Text

Content
XML
Search features
 Going from metadata about objects and text search to
ideas, context and mining
 Semantic Search

 Greater granularity of discovery
 Structural analysis of content
 Precision search
 Semantic search

 Internationalization of search
 Translated search
Semantic Search
 Semantic Search utilizes robust data structures like
ontologies to apply domain knowledge to otherwise twodimensional terms.
 The application of word context provides a dynamic
aspect to semantic search, allowing the user’s real-time
intent to guide results.
 Contrast with static thesauri and controlled vocabularies
which miss nuances of context and intent.

32
Automated processing of library
content
 PubMed contains ~17,787,763 articles to
date
 Manually searching is tedious and
frustrating
 Can be hard finding links between data
and articles
 Conclusion? Machines will be reading the
library.
 Using MyExperiment
Workflows, researcher Paul Fisher found
Link between cholesterol, patient trauma
and parasite resistance in cattle.

33
Arrowsmith LBD: the ABC Model
Articles about an AB relationship

A
Raynaud’s syndrome

AB

B
blood viscosity
etc.

BC

C
dietary fish oil

Articles about a BC relationship
 AB and BC are complementary but disjoint : They can reveal an implicit
relationship between A and C in the absence of any explicit relation.
 The researcher assesses titles in the B literature identified by the system
for fit or contribution to problem.

34
Content Presented as Data

Incidence of “Malvinas”)
Something happened !

35
Purpose of Content Analytics
Consumptive use

 informs
 delivers ideas.

Analytical use
 inspires or proves ideas
 The true center of
research.

They occupy different points in the
scholarly information lifecycle.
36
What does Content Analytics do?
 Collaborative man-machine exploration
 highlights trends, clues or anomalies [visualization – leverages

cognitive skills].

 On demand Analysis.
 identify and quantify trends, relationships, concepts and
correlations. (tools: SEASR, nltk , autonomy, … )

 Continuous Analytics
 generate new ‘facets’ or annotations for discovery [augments

content].

 Preserves value
 Older content is read lessii, but remains important for trend
analysis and statistical significance. [value shifts]
37
Examples of text as data
 Changes in word sense ( e.g. consumption( TB )
, moot, oratio1 ) and spelling (e.g. 18th C. ſ to s , *re 
*er )
 Bibliometrics and other usage analyses
 Citation patterns
 Institution vs. discipline
 Author demographics

 Pharma: Drug / Symptom correlation.
 Biology: Species / date / location observations.
 Social Sci: Work/life habits of undergrads based on
access patterns at different institutions [ usage data based]
 …

38
Text Mining
Unstructured text to queryable data structures

WHY?
 TOO MUCH TEXT TO HAND ANALYZE.
 Improved discovery ( better ‘metadata’ )
 Business Intelligence


e.g. content stats -> content acquisitions

 Saleable datasets
E.g. Distribution of authors vs. disciplines vs. grants

 End User research agendas
 High-End : Custom (user specified) mining as a service
 Simple : Visualization of results ( frequency / co-occurrence … )

39
Options for use of text mining
Many, many options – it is about capability
 Generic ‘improvements’
 disambiguation of people, places and events ()
 concept labeling ( different terms, same ‘thing’)

 Corpus specific
 E.g. extract institutions from theses (demographics).

 Discipline specific
 E.g. taxon labeling in biology.

 Discovery tools , e.g.
 topic labeling (`natural` disciplines)
 reading level (grade, UG, PG … )

 Structural analysis ( important parts of doc )
 Boilerplate vs. ‘meat’

40
E.G. “White Plague”

TUBERCULOSI
S

TB and
Antibioti
cs

Heroin , TB
and
Aurantimona
daceae

41
Datasets: Factoids & point data













ca. 1.4M Faculty ( 50% full-time ) in US HE, ~75M people enrolled in US HE
ca. 100k Faculty in UK HE
44% of Researchers use online (other people’s) datasets for their research
48% of Researchers use datasets > 1GB
10.8% store their data outside their institution ( 50% store it in their “lab”)
1 - 5% of datasets are formally moved into the curation process.
66% of faculty have requested other people’s data ( and 49% of those got it).
[ 26.5% have the expertise to analyze their own data.
[ 80.3% do not have sufficient expertise to manage their own data
Institutional storage costs ~ $600 / TB / year
[ 58% is the annual increase in the amount of data being generated
[ 20-40% is annual growth in the amount of storage deployed (est.)




< 1% of ecological data is accessible after publication.
> 85% of all information is in text form




2.7 times more citations accrue to papers with accessible data
3 to 6 times more papers emerge if the data is accessible.

42
Drivers of change









Nearly ubiquitous high-speed wireless globally
Inexpensive devices/apps/services
Global technology innovation
Policy shifts in Academia
Internationalization of scholarship
Growth in primary source datasets
Fearless and connected entrepreneurs
Fearless and connected researchers

43
Thank you!

Questions?
Tim Babbitt
timothy.babbitt@proquest.com
(734) 997-4593

44

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Trends influencing future scholarshp

  • 1. Trends Influencing Future Scholarship Tim Babbitt May 31, 2012 1
  • 3. Growth of Mobile data usage
  • 4. Technology is changing how we structure work Then  Notepads, notebooks  Books  cd, dvd, itunes  Focus groups  Classrooms/lectures Now  Evernote  eBooks  Spotify, youtube (streamed)  Affectiva  Khan Academy
  • 6. Towards reproducible research  Reproducible research  means context, quality, trust  means easy access to the sources 6
  • 7. Changing Policy  Emerging trend of journals and publishers linking to openaccess data repositories  Journals and funding agencies setting policy to preserve and associate data supporting research results  Open Access 7
  • 8. Changing Global Research Patterns The center of gravity of the world system of scholarship is moving from west to east. NOTES: Asia-10 includes China, Japan, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, and Thailand. SOURCE: National Science Board, Science and Engineering Indicators 2010 8
  • 9. Citations of U.S. research articles in non-U.S. literature, by region/country: 1998–2010  Asia-8 = India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand; EU = European Union
  • 10. Share of citations to international literature: 2000–10 Asia-8 = India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand; EU = European Union
  • 11. Citations from Asia 10 Articles NOTES: Asia-10 includes China, Japan, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, and Thailand. Asia-8 excludes China and Japan. SOURCE: National Science Board, Science and Engineering Indicators 2010 11
  • 12. US Academic Expenditures on Research by Area, FY2008 (Millions of current dollars) SOURCE: National Science Foundation/Division of Science Resources Statistics, Survey of Research and Development Expenditures at Universities and Colleges: FY 2008. 12
  • 13. Master’s degrees conferred Modern Languages 1% Other 12% Biological sciences 2% Visual/Performing Arts 2% Computer science 3% Education 29% Social Sciences 3% Psychology 5% Public Administration 5% Engineering 5% Health profession 9% Business 25% 13
  • 15. Average Age of References 15
  • 16. Citation Format by Discipline Secondary Source Citations Journals 6% 3% 5% 9% Books/Monographs Reports Conference Proceedings 4% 15% 9% Other 4% 2% 0% 12% 10% 38% 42% 33% 12% 18% 73% 79% 56% 54% 53% 45% 18% Education Chemistry Civil Engineering Economics History Educational Psychology
  • 17. Academic work is social  2006 Univ. of Minn. Study  68% - Faculty work collaboratively  52% - Collaborate with colleagues at other institutions  46% - Find the distance from colleagues is a collaboration obstacle  “One group of experts can’t do everything” SOURCE: Newman M E J PNAS 2001;98:404-409
  • 18. Sharing Low threshold (at good enough)  Astrophysicists  arXiv  Political scientists  SSRN  Economists High threshold (competitive)  Historians  Molecular and cell biologists  Archaeologists  Biochemists  SSRN, NBER,  Performers/Composers Junior faculty in all fields are especially cautious for fear of theft and/or misinterpretation. 18
  • 19. CHANGES AT THE LIBRARY
  • 20. Changing Environment of Research Past Present Future Book Aggregation Book & Journal Aggregation Electronic Information Aggregation Other sources Other sources Other sources LIBRARY The “center” of research is shifting from libraries to other sources Books on shelves LIBRARY LIBRARY Databases 20
  • 21. Resource Usage Trends 250,000,000 200,000,000 Items 150,000,000 100,000,000 50,000,000 Circulation Interlibrary loans 2002 2004 2006 2008 2010 188,601,008 200,203,943 187,236,440 138,102,762 136,003,396 7,843,649 8,545,417 10,265,385 10,695,342 SOURCES: National Center for Education Statistics. Academic Libraries. 10,157,182 http://nces.ed.gov/pubsearch/get pubcats.asp?sid=041#) , 21
  • 22. Changing Resource Expenditures SOURCE: NCES 2010, 2008, 2006, 2004, 2002 Supplemental tables for Academic Libraries Books, serial backfiles and other materials Overall % by content category 80% 70% $700,000,000 $600,000,000 $500,000,000 $400,000,000 $300,000,000 $200,000,000 $100,000,000 $- 60% 50% Electronic Audiovisual Print Books, serial backfiles and other materials 40% 30% Current Serial Subscriptions 20% 10% 0% 2002 2004 2006 2008 2010 2002 Current Serial Subscriptions 2004 2006 2008 2010 Overall % of purchased and licenced content $1,400,000,000 $1,200,000,000 100% $1,000,000,000 80% $800,000,000 Electronic $400,000,000 60% Print $600,000,000 40% $200,000,000 Electronic 20% $- Print 0% 2002 2004 2006 2008 2010 2002 2004 2006 2008 2010 22
  • 24. Context  Activities are the context for when our content is used in research  Research mash-ups  “whole is greater than the parts”  Critical for ecosystem of research
  • 25. Research Network Connections  Era of connections      Social networks Professional networks Connected information Connected concepts Connected meaning
  • 26. The Interconnected Article Blogs Related Articles Notebooks Wikis Comments & Reviews Models Codes Presentations Algorithms Preprints Podcasts Models Methods Video Plans Data Intermediate Results Ontologies Has a content edge over print: more of it and more timely 26
  • 28. Network of Ideas (citations)
  • 30. Evolution of search Catalog/index Database/Search Engine Xpath/XQuery We are here Subject indexing of objects Full text search A&I search Search Technology Semantic and machine search Structural and network search Information Structure Hand crafted Metadata Content Text Content XML
  • 31. Search features  Going from metadata about objects and text search to ideas, context and mining  Semantic Search  Greater granularity of discovery  Structural analysis of content  Precision search  Semantic search  Internationalization of search  Translated search
  • 32. Semantic Search  Semantic Search utilizes robust data structures like ontologies to apply domain knowledge to otherwise twodimensional terms.  The application of word context provides a dynamic aspect to semantic search, allowing the user’s real-time intent to guide results.  Contrast with static thesauri and controlled vocabularies which miss nuances of context and intent. 32
  • 33. Automated processing of library content  PubMed contains ~17,787,763 articles to date  Manually searching is tedious and frustrating  Can be hard finding links between data and articles  Conclusion? Machines will be reading the library.  Using MyExperiment Workflows, researcher Paul Fisher found Link between cholesterol, patient trauma and parasite resistance in cattle. 33
  • 34. Arrowsmith LBD: the ABC Model Articles about an AB relationship A Raynaud’s syndrome AB B blood viscosity etc. BC C dietary fish oil Articles about a BC relationship  AB and BC are complementary but disjoint : They can reveal an implicit relationship between A and C in the absence of any explicit relation.  The researcher assesses titles in the B literature identified by the system for fit or contribution to problem. 34
  • 35. Content Presented as Data Incidence of “Malvinas”) Something happened ! 35
  • 36. Purpose of Content Analytics Consumptive use  informs  delivers ideas. Analytical use  inspires or proves ideas  The true center of research. They occupy different points in the scholarly information lifecycle. 36
  • 37. What does Content Analytics do?  Collaborative man-machine exploration  highlights trends, clues or anomalies [visualization – leverages cognitive skills].  On demand Analysis.  identify and quantify trends, relationships, concepts and correlations. (tools: SEASR, nltk , autonomy, … )  Continuous Analytics  generate new ‘facets’ or annotations for discovery [augments content].  Preserves value  Older content is read lessii, but remains important for trend analysis and statistical significance. [value shifts] 37
  • 38. Examples of text as data  Changes in word sense ( e.g. consumption( TB ) , moot, oratio1 ) and spelling (e.g. 18th C. ſ to s , *re  *er )  Bibliometrics and other usage analyses  Citation patterns  Institution vs. discipline  Author demographics  Pharma: Drug / Symptom correlation.  Biology: Species / date / location observations.  Social Sci: Work/life habits of undergrads based on access patterns at different institutions [ usage data based]  … 38
  • 39. Text Mining Unstructured text to queryable data structures WHY?  TOO MUCH TEXT TO HAND ANALYZE.  Improved discovery ( better ‘metadata’ )  Business Intelligence  e.g. content stats -> content acquisitions  Saleable datasets E.g. Distribution of authors vs. disciplines vs. grants  End User research agendas  High-End : Custom (user specified) mining as a service  Simple : Visualization of results ( frequency / co-occurrence … ) 39
  • 40. Options for use of text mining Many, many options – it is about capability  Generic ‘improvements’  disambiguation of people, places and events ()  concept labeling ( different terms, same ‘thing’)  Corpus specific  E.g. extract institutions from theses (demographics).  Discipline specific  E.g. taxon labeling in biology.  Discovery tools , e.g.  topic labeling (`natural` disciplines)  reading level (grade, UG, PG … )  Structural analysis ( important parts of doc )  Boilerplate vs. ‘meat’ 40
  • 41. E.G. “White Plague” TUBERCULOSI S TB and Antibioti cs Heroin , TB and Aurantimona daceae 41
  • 42. Datasets: Factoids & point data             ca. 1.4M Faculty ( 50% full-time ) in US HE, ~75M people enrolled in US HE ca. 100k Faculty in UK HE 44% of Researchers use online (other people’s) datasets for their research 48% of Researchers use datasets > 1GB 10.8% store their data outside their institution ( 50% store it in their “lab”) 1 - 5% of datasets are formally moved into the curation process. 66% of faculty have requested other people’s data ( and 49% of those got it). [ 26.5% have the expertise to analyze their own data. [ 80.3% do not have sufficient expertise to manage their own data Institutional storage costs ~ $600 / TB / year [ 58% is the annual increase in the amount of data being generated [ 20-40% is annual growth in the amount of storage deployed (est.)   < 1% of ecological data is accessible after publication. > 85% of all information is in text form   2.7 times more citations accrue to papers with accessible data 3 to 6 times more papers emerge if the data is accessible. 42
  • 43. Drivers of change         Nearly ubiquitous high-speed wireless globally Inexpensive devices/apps/services Global technology innovation Policy shifts in Academia Internationalization of scholarship Growth in primary source datasets Fearless and connected entrepreneurs Fearless and connected researchers 43

Hinweis der Redaktion

  1. Mellon funded
  2. 2010 CSHE paper “Assessing the future landscape of scholarly communications”, Harley, Diane et al.
  3. Comments: Nature 464, 466 (25 March 2010) http://www.nature.com/nature/journal/v464/n7288/full/464466a.html
  4. A sample of what a very simple text analysis API can look like – plot the occurrence of ‘malivinas’ over time. The subtlety is the linear decrease in interest after the post war spike.
  5. Trying to make it very clear that datasets are a different and more central element of all scholarly research (with the possible exception of maths, philosophy and religion). Data both inspires and confirms ideas – text is mostly informative, rarely inspirational.Highlights are the discussion pointsii. In the physical sciences the half-life of content access frequency is ~ 6-8 years.Grey text is a PQ business value, not a user value.
  6. Whilst content can be obfuscated or reduced, there are thorny issues with usage data. Early policy decisions need to be taken with respect to exposing usage data, even indirectly ( triangulation is always possible ).--1 Oratio has shifted from ‘speech’ to ‘prayer’ and back again in the latin literature. See Greg Crane et al.
  7. Note that the number of articles is small anyway, so the data could simply be random variation. This is way too simple a tool for serious analysis.
  8. Figures on faculty demographics from http://nces.ed.gov/programs/digest/d09Sources in earlier paper on datasets.