comparison of methods – an unloved duty? examples from an ongoing bibliometric study

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dans.knaw.nl DANS is an institute of KNAW en NWO Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study Andrea Scharnhorst, Rob Koopman, Shenghui Wang eHumanities group, Research meeting, Feb 11, 2016

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Page 1: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

dans.knaw.nlDANS is an institute of KNAW en NWO

Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Andrea Scharnhorst, Rob Koopman, Shenghui Wang

eHumanities group, Research meeting, Feb 11, 2016

Page 2: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

What are pattern?

Related words[indicative] [occurring] [occurrence] [patterns] [consistent] [distribution] [restricted] [portions] [origin] [distinct]

http://thoth.pica.nl/relate? Pattern

Page 3: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Clusters as specific patterns

Related words[clusters] [clustering] [clustered] [distances] [molecular] [structure] [arrangement]

http://thoth.pica.nl/relate? Cluster

Page 4: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

What are topics?

Related words[researchers] [topics] [reviewing] [discussion] [interested] [questions] [discussing] [methodological] [suggestions] [great deal]

http://thoth.pica.nl/relate? topic

Page 5: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

What is this all about? ‘Same data – different results’

A group of bibliometricians and sociologists of science started a project to delineate scientific topics by means of looking into scholarly communication, more specifically into journal articles from the field of astrophysics.They applied different methods of clustering documents into groups, representing scientific topics, based on information from the bibliographic record.They compare the methods to gain a better understanding what kind of bibliometric approach actually produces what kind of representation of a topic.

Why is this important?Topics or bigger entities as fields are used:

- used to be used to classify and better order knowledge (subject headings) and to let us find things easierbibliometrics- to determine the degree of interdisciplinary - to understand how innovation emerges at the boundaries of fields- to determine in which emergent fields to invest- to evaluate individual researchers in comparison a their ‘reference field’

Page 6: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Can we understand the pattern (cluster) we find?

Hellsten, I., Lambiotte, R., Scharnhorst, A., & Ausloos, M. (2007). Self-citations, co-authorships and keywords: A new approach to scientists’ field mobility? Scientometrics, 72(3), 469–486. doi:10.1007/s11192-007-1680-5

Page 7: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Ambiguity at levels of the research process

Conceptual level

What are the atoms of science? Topics? Fields? Specialties?How are they defined?

Empirical level

What traces to be used?Journal articles Which part(s) of them?

Methodological level

On the basis of which approach we group articles? Because they share references, words, authors, journals, ….?

Correspond the structures/pattern/clusters wesee with the topical structure we wanted to explore?

Page 8: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Background: “Same data, difference results”• Evolved from annual meetings of advisory project funded by German Ministry for Education and Research on ‘Measuring Diversity in Science’• To measure epistemic diversity of a field, the field needs to be delineated and topics identified• Compare solutions derived from same data set • Series of workshops (Berlin 9/2014, Amsterdam 4/2015, Berlin 8/2015)• Special session at ISSI 2015, July in Istanbul

Page 9: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

The Astro dataset

• Source: Web of Science (Thomson Reuters)• 8 years: 2003 -2010• 59 astrophysics and astronomy journals• 111,161 articles, letters & proceedings papers

Page 10: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Six teams

• Humboldt University of Berlin• University of Michigan• SciTech Strategies• University of Leuven• CWTS• OCLC & DANS

Page 11: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Eight clustering solutions

Page 12: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Topic Extraction Workflow

T. Velden. Same Data, Different Results-- On a Comparative Topic Extraction Exercise. SIGMET Workshop at ASIST 2015

Page 13: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Overview Approaches

Direct Citation

Bibliogr. Coupling

Hybrid (bc & terms/NLP)

Semantic matrix

Projection onto Global Direct Citation Map

Infomap UMSI -- -- -- --

SLMA CWTS -- -- -- STS

Memetic HU -- -- -- --

Louvian -- ECOOM ECOOM OCLC --

K-means -- -- -- OCLC --

HU: Humboldt University; CWTS: Centre for Science and Technology Studies, Leiden; ECOOM: Expertisecentrum Onderzoek en Ontwikkelingsmonitoring; UMSI: University of Michigan School of Information, OCLC: Online Computer Library Center, Inc.; STS: SciTech Strategies

T. Velden. Same Data, Different Results-- On a Comparative Topic Extraction Exercise. SIGMET Workshop at ASIST 2015

Page 14: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Cluster comparison

• Overlap measures• Normalised mutual information• Overlap index

• Visualisation• Thesaurus mapping• Semantic similarity • Topic affinity network• VOSView term maps

Page 15: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Cluster labelling

• Descriptive, human-readable labels for the clusters produced by automated processes• Different methods:

• Internal information• Differential labelling• External knowledge• Experts

Page 16: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Mutual information based labelling

https://en.wikipedia.org/wiki/Mutual_information

Page 17: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Normalised mutual information

Page 18: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Labelling results

Page 19: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Concept map by Marcus John

Page 20: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Visual comparison using labels

• Select 50 most informative labels for each clustering• Combine into one list of 61 labels• Re-compute the NMI between each cluster and each

label• Each cluster is represented by a 61 dimensional vector

Page 21: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Fingerprints of clusters

Page 22: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

grb

Page 23: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study
Page 24: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Clus

ters

Labels

Page 25: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

Ambiguity in the topic extraction workflowSchema courtesy of Theresa Velden

TopicsInterpretation Evaluation• Labelling• Visual representations

•Experts

Comparison• Set–based• Ensemble statistics• Labelling

Page 26: Comparison of methods – an unloved duty? Examples from an ongoing bibliometric study

dans.knaw.nlDANS is an institute of KNAW en NWO

Thanks for your attention!

[email protected]; xxxxTwitter: @knowescape