Archive for the ‘Trends’ Category

Lies, damned lies… and metrics

Posted on: November 15th, 2011 by Michelle Willmers No Comments

Two contradictory things are happening side by side in discussion of scholarly publishing right now. On the one hand, the discourse of open access – seeking to remedy the failures of the current system – bases itself overwhelmingly on the value of the journal article as the artefact to be made open, while at the same time, stronger and stronger criticisms are levelled against journals as an effective mode of scientific communication. Questions are also being asked about the appropriateness of the metrics that are used to make judgements on the quality of the articles published, determining the reputation of authors and their institutions. It is well known that this system consigns developing country research to the periphery of a ‘global’ system, marginalising very important research issues – such as ‘neglected diseases’ that apply to large percentages of the world’s population. These concerns now appear to have a strong echo in the mainstream, even if the perspective of the global South is not clearly articulated in the discussion.

In a scathing critique of the current journal system on the LSE Impact of Social Science blog, Bjorn Brembs, a neurobiologist from Freie Universitat Berlin, lays into the ineffectual communication system provided by journal publishing in its bloated state, compounded by the distortions that result from the commonly accepted journal hierarchy and its supporting metrics. Given the vast numbers of journals, this is no longer a functional space for dialogue between scholars, he argues. Trying to establish what would be worth reading is skewed further by the use of inaccurate and misleading metrics as a proxy for quality – a blind and misplaced belief in the magic of numeric measures.

The most commonly accepted metric, Thompson Reuter’s Journal Impact Factor, is demonstrated to be lacking in transparency, not reproducible and statistically unsound. Backing up this claim with a number of analytical articles, from PLOS Medicine, the BMJ and the International Mathematical Union, he comes to the conclusion that ‘[T]he dominant metric by which this journal rank is established, Thomson Reuters’ “Impact Factor” (IF) is so embarrassingly flawed, it boggles the mind that any scientist can utter these two words without blushing.’

As Brembs quite rightly argues, there is little correlation between the impact factor of a journal, based on the number of citations in that journal, and the individual articles that might or might not have been cited in that journal. And so the extension of the journal citation count to article metrics and author evaluation constitutes a serious distortion, a blind and misplaced belief in statistics as magic.

Brembs’s critique of the current journal system – and that of the sources that he draws on – also highlights subject and language bias in the citation system and journal rankings, but does not draw attention to the way the system functions to marginalize an overwhelming proportion of the world’s scientists – those in the developing world.

This critique comes hot on the heels of another diatribe, from George Monbiot, in the Guardian on 29 August who lashed out at the paywalls and profiteering of the leading journals and their culture of greed, an article that trended on Twitter, obviously striking a nerve. Brembs endorses and reinforces Monbiot’s rejection of the profit system that drives current journal publishing.

It was therefore good to see a few hundred years of the the original English-speaking journal, Philosophical Transactions of the Royal Society, made available online by the Royal Society. Going back to the first edition, one rapidly encounters what has been lost in the commercialisation of our journals in the last half century. In his Introduction, Henry Oldenburg gives us insight into the spirit of collaboration and experimentation and the openness of communication that the journal aimed for at this time.

Scientific knowledge in this early journal is seen as a conversation, so that ‘those addicted to and conversant in such matters may be invited and encouraged to search, try, and find out new things, impart their knowledge to one another, and contribute what they can to the Grand design of improving Natural knowledge, and perfecting all Philosophical Arts and Sciences. All for the Glory of God, the Honour and Advantage of these Kingdoms, and the Universal Good of Mankind.’

This sounds much closer to what could be an African vision of research as collaboration and participation, contributing to the public good. Modern journals are very closed-up and arcane artefacts compared to this vision. In fact this first journal looks and sounds very much like a blog – with some leading scientists like Boyle, Hook and Huygens contributing – with the serious and trivial side by side, short and longer pieces, explanations of experiments and stories of odd an ingenious things, from how to kill a rattlesnake to an anecdote of old people growing new teeth.

It would be good to see some serious discussion about the tendency for southern African universities and researchers to buy blindly into dysfunctional systems like the ISI Journal Impact Factor rather than determining what our own values are and what research publication systems would best suit our goals. Saleem Badat, Vice-Chancellor of Rhodes University, taking apart the university ranking system in the UNESCO World Social Science Report 2010 finds the same kind of distortions and inadequacies that Brembs complains of. Badat warns against the ‘perverse and dangerous effects’ than can result from ‘uncritical mimicry of and ‘catching up’ with the so-called world-class university’. Instead, he suggests that the diverse goals of different institutions and countries should be reflected in a horizontal continuum that ‘makes provision for universities to pursue different missions.’

We would do well to listen – a matter of playing catch-up with the future instead of the past.

Access to Knowledge – The times, they are a’changing

Posted on: September 22nd, 2011 by Michelle Willmers 1 Comment

by Eve Gray
SCAP Programme Director

I am back in South Africa, after more intercontinental flights than I would like to recall, with an overwhelming sense that there is a decisive shift happening on a number of fronts in the area I work in. I have been to conferences and workshops on open access, A2K, scholarly publishing futures, and the formulation of a more balanced and just intellectual property regime. At all of them, there was a sense of urgency, but also of confidence, as a diverse community engaged with changing paradigms in all of these fields.

That on its own would not be too surprising. The broad community I work in is one that is committed to change, to equalising and democratising access to and participation in knowledge production. What feels different now is that our efforts are being accompanied by a landslide of other events – signs of shifts in national and regional policy, consolidated support for open access, acceleration in the development of alternative metrics for evaluating research effectiveness, and increased and sometimes vehement media attention.

In this blog I will try to track the broad landscape of change and will then track the different threads in a series of blogs, to spell out what I think the implications are for South Africa, Africa and the developing world. What I fear is that we are all too often, in our attempts to be ‘world class’, chasing last year’s – or rather last century’s – vision. As Rhodes University Vice-Chancellor, Saleem Badat, wrote in the UNESCO World Social Science Report 2010, there is a danger for developing country universities in ‘uncritical mimicry and ‘catching up’ with the so-called world class university in order to further socioeconomic development’. With the current rate of change, this is a clear and present danger and we risk being stuck in last year’s paradigms.

So – a brief overview of what has been happening. (or brief-ish, as a lot is going on):

In scholarly publishing there has been a lively debate on alternative metrics to replace the dominant Web of Science journal impact factor as a measure of research effectiveness. This is particularly important for developing countries, marginalised by this system and by the global university rankings that go with it. The Altmetric discussion has involved the development of a range of technology tools and fostered arguments for more diversified, qualitative and nuanced ways of evaluating academic performance. A core argument is that readers of journal articles should be able to replicate the experiments described in journal articles, requiring the availability of data and information on research process provided online alongside the journal article itself.

This in turn interfaces with changes in scholarly publishing models. In the first instance, there has been a dramatic growth in open access journal publishing. The PLOSOne open access journal model is getting increased prominence and is being emulated by other journals. The features are a broad disciplinary focus rather than a narrow concept of ‘the journal of…’ The peer review model is different, with articles being reviewed for scientific rigour before publication and impact after publication, using ‘citation metrics, usage statistics, blogosphere coverage, social bookmarks, community rating and expert assessment’. PLOSOne encourages the creation of communities, and the generation of a ‘hub’ of information around a journal article.

What emerges is a view of journal publishing that sees the article as part of the research process. This in turn surely means closing the gap between open access and open science.

Commercial scholarly journal publishing has been under the lash in the media, with George Monbiot writing a scathing article in the Guardian claiming that ‘academic publishers make Murdoch look like a socialist’ and the New York Times charting rising levels of protest in US and UK universities to the high prices of scholarly journals, with cancelled subsciptions and increased support for open access.

The question of peer review has been taken up at government level in the UK, where a parliamentary committee is reviewing this area. It appears to broadly support the PLOSOne model; supports the idea of pre-print servers to allow for collaboration and early feedback; argues for transparency and openness rather than blind review; and expresses serious caution about the use of the journal impact factor as a proxy for individual evaluation.

Intellectual property has also been in the spotlight. A series of regional workshops culminated in the World Congress on Intellectual Property and the Public Interest held at the American University of Washington. The outcome was the Washington Declaration on Intellectual Property and the Public Interest signed by over 700 people in the weeks after its launch. This challenges the industry-dominated IP regime that currently dominates and provides a policy agenda geared to a more balanced acknowledgement of the rights of creators and users.

This approach is echoed in the UK’s Hargreaves Report on IP, commissioned by the UK government in late 2010. The report recommends that IP policy should be based on evidence rather than on industry lobbies; that over-regulation should be resisted; argues for limits on copyright and more generous exceptions; and recommends ways of creating access to orphan works. Parliament has supported the rapid implementation of the report’s recommendation.

The European Union has also taken up the issue of orphan works and has agreed a set of principles for making out of print books and journals available, providing for the digitisation and making available of out-of-print works through a voluntary system run through a democratically-managed collecting society.

In general, there seems to be a move towards openness, rising criticism of big corporation lobbying and protectionism.

Sustaining Scholarly Publishing: New Business Models for University Presses

Posted on: June 20th, 2011 by Michelle Willmers No Comments

The Executive Summary of this new title from MediaCommonsPress is now available online, free of charge. We have, in the course of interaction with participating institutions, seen considerable interest in the revival of the African university press. The challenge remains how to use current technologies and insights around evolved business models to avoid the pitfalls of the past and embrace collaboration in this area. How do we start to imagine the new open-access African university press of the future that works as a pioneer in collaborative peer review and processes and is built on open standards?

Alt-metrics

Posted on: May 30th, 2011 by admin No Comments

Rapidly expanding use of technology for the dissemination of research has raised many questions around whether the traditional system of citation counting as the primary metric of impact continues to be a valid and appropriate measure for current systems of scholarship. There currently is an exciting wave of interest and literature around alt-metrics thinking.
This area is of particular interest to SCAP as it relates to the SCAP objective of working towards a system of complementary metrics that could align quality concerns, recruitment, and recognition and reward systems to promote greater access to knowledge.
Cameron Neylon, an innovator and pioneer in the area of alternative metrics and open research, announced recently that the UK’s Open Society Institute (OSI) would be funding a workshop to identify how the measurement and aggregation of outputs can be improved in light of the latest technological practice. SCAP Project Lead Eve Gray is a participant in the scoping process for this workshop and in shaping new alt-metrics approaches better suited to the Africa context.