pasteur4oa data visualisation

An Introduction to Data Visualisation

For Open Access advocacy

25/08/2015 An Introduction to Data Visualisation 1

Marieke Guy [email protected]

PASTEUR4OA

» PASTEUR4OA: Open Access Policy Alignment Strategies for European Union Research » EU-funded project 2014 – 2016 » Supports the development and/or reinforcement of open access strategies

and policies at the national level and facilitate their coordination among all Member States » 15 partners across Europe » Key nodes - Europe-wide network of centres of expertise on open access

and scholarly communication » EC’s policy for Open Access in Horizon 2020 is the foundation of the

PASTEUR4OA advocacy work


http://pasteur4oa.eu/

ROARMAP

» ROARMAP: Registry of Open Access Repository Mandates and Policies » Searchable international registry

charting the growth of open access mandates adopted by universities, research institutions and research funders » PASTEUR4OA work involved developing a new classification scheme for

the registry » Project has also added almost 300 new policy entries to the ROARMAP

database. On 24th August 2015 contains 725 policies. » Interesting data, wanted to show in interesting ways!


http://roarmap.eprints.org/

WRITING A SPECIFICATION

Data Viz Brief

» Exploit the ROARMAP database and create visuals to be produced for advocates to use in presentations, literature etc. » Develop ways to show the statistics in an attractive form, e.g.: › Maps (Europe, the world, individual continents) showing where

policies are › Charts showing data such as funder type, what is mandatory, etc. » Create interactive online visualisations using data dumps » Use live data if possible » For policy makers, institutions, researchers, individuals 25/08/2015 An Introduction to Data Visualisation 5

http://pasteur4oa-dataviz.okfn.org/

Spec: Things to think about

» What is the budget for the work? » How much time and resources are available for the work?

» How will you get the data out of the system it is in? API, URL or other? » Where will you store the visualisations?

» Where will you store the new data created? Will you release it openly?

» How often will the data be updated? » Who can help you with your work?

» What is genuinely do-able?



From Tableau

DECIDE EARLY ON THE QUESTIONS YOU WANT TO

ANSWER

TALK TO EXPERTS AND SEE WHAT THEY THINK

CHOOSING DATASETS


Open Access Policies by country – shows the top 10 countries

From Infogram

Data Sets Used

» ROARMAP data - http://roarmap.eprints.org/

» Open Access (OA) policy effectiveness study – collected by PASTEUR4OA Project

» Bibliographic metadata indexed by the Thompson-Reuters database (WoK) - http://wokinfo.com/

» Publication date was estimated based on the Altmetrics database and WoK publication date - http://www.altmetric.com/


Data Sets: Things to think about

» Is it a reputable source? » Is it openly available? » How up to date is the data? » Is the data easy to get out and work on? » Has the data been manipulated? » Are there omissions of data? » Will you need to combine data sets? » Do you need to add in other data e.g. country codes/names 25/08/2015 An Introduction to Data Visualisation 13

An Introduction to Data Visualisation 14 25/08/2015 14

From Tableau

MANIPULATING DATA

Useful Excel Functions

» Sum – adding up

» Count – the number of cells in a range that have numbers in them

» Vlookup - lets you search for specific information in your spreadsheet

» Concatenate – lets you combine text from different cells into one cell

» Trim – removes extra spaces

» Substitute – like replace but more versatile

» Sheet/page layout – hide rows, filter data, lock columns etc. 25/08/2015 An Introduction to Data Visualisation 16

Data: Things to Think About

» You do need to be able to use excel…well » Have you checked your data recently? » Have you saved versions of your data and labelled them well? » Are you keeping notes about what you are doing? » Are you being consistent with your data? » Make sure you document processes » Countries can be tricky – make sure you are clear and

consistent 25/08/2015 An Introduction to Data Visualisation 17

REGULARLY CARRY OUT SANITY CHECKS

ON THE DATA


From Tableau

CONTROL HOW YOUR SPREADSHEET IS LAID

OUT - LESS IS MORE

LEARN EARLY ON HOW TO REPLACE YOUR DATA

SET IN THE TOOL

SAVE REGULAR VERSIONS

OF THE DATA


Open Access Policies Worldwide by Continent

From Infogram

CHOOSING TOOLS

Tools Used

»  Tableau Public: http://public.tableau.com/s/ » Open Refine: http://openrefine.org/ »  Python Pandas: http://pandas.pydata.org/ » Many Eyes: http://www-01.ibm.com/software/analytics/many-eyes/

» CartoDB: https://cartodb.com/ » Raw: http://raw.densitydesign.org/ » Datawrapper: https://datawrapper.de/

»  Infogram: https://infogr.am »  Easel.ly: http://www.easel.ly/ »  Piktochart: http://piktochart.com/


http://selection.datavisualization.ch/

PLAY WITH LOTS OF TOOLS AND THEN COMMIT

TO ONE OR TWO

HAVING SEVERAL MACHINES TO USE CAN

BE USEFUL


From Tableau

Tools: Things to Think About

» Does it cost to use? » What is the licence? » Do you have the correct OS? » Can you get the visualisation out of the tool? » Can you link to live data? » Can you embed it? » Can you make a graphic of it? » Can you download it? » Does the tool expect you to be able to programme? 25/08/2015 An Introduction to Data Visualisation 29

DELIVERING DATA VISUALISATIONS

Delivery: Things to Think About

» Does it cost to use? » What are the infographics going to be used for? » What format should they be in? »  Is there a colour theme? What colours look good?

» Can you create a custom palette » Can you distinguish between different parts of the chart? »  Is it clear what question the visualisation is answering?

»  Is there enough information on the data visualisation? »  Is there a heading, comment box, labels, annotation, legend etc.? »  Is the result honest? Make sure you document where all the visualisations are


WORKING ON LIVE DATA

IS A WHOLE DIFFERENT BALLGAME


Live data

From Google maps

Useful Links

» Data viz site: http://pasteur4oa-dataviz.okfn.org/

» Github site: https://github.com/okfn/PASTEUR4OA-dataviz/

» Pad: https://pad.okfn.org/p/pasteur4oa-data-viz

» My Tableau profile: https://public.tableau.com/profile/marieke.guy#!/

» My infogram profile: https://infogr.am/mariekeguy

» Live ROARMAP data: http://bit.ly/1Ri7rjl

» Data stored at: https://zenodo.org/deposit/36339/

» Seeing data : http://seeingdata.org/about-seeing-data/



Open Access Policies Worldwide by Continent

From Infogram

http://pasteur4oa-dataviz.okfn.org/

Thanks!


Contact… Marieke Guy, Open Knowledge [email protected] www.pasteur4oa.eu

pasteur4oa data visualisation

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