1. Research IR Strangelove or: How I Learned to Stop Worrying and Love the Institutional Repository Ricky Erway CNI Briefing April 6, 2009

2. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 2 Citadel or…

3. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 3 The support that researchers need to meet their goals is not currently provided by the typical research library, - -- and the gap between what they need and what is provided is growing wider

4. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 4 The Research Information Management Universe User Domain Institution Data Environment Scholar; Scopus; WoK; WorldCat; Oaister; CiteSeer; Google Books; datasets; databases; EEBO/ECCO; VREs; repositories; etc Self-assessment (Netherlands; Nordic) Funding-based (UK, Australia) Tenure based (US) PR and institutional reputation (all) Comfort zone, but with competition issues Assessment Regime Large research-oriented (tend toward STEM) Smaller research-oriented (tend toward humanities) Tenure issues Funding issues

5. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 5 RLG Research Information Management (RIM) Program

6. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 6 Mind the Layers Rick Luce: ARL/CNI presentation October 2008

7. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 7 RLG Research Information Management Activity Report on Scholarly Information Practices WRAP consultancy Joint investigation with RIN Projects with the RLG Partnership Testing the desirability of research services A RIM manifesto Role of libraries in data curation Changing roles of library staff Rejected or deferred projects Welcome your input

8. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 8 RIM Activity Report on Scholarly Information Practices WRAP consultancy Possible joint investigation with RIN Projects with the RLG Partnership Testing the desirability of research services A RIM manifesto Role of libraries in data curation Changing roles of library staff Rejected or deferred projects Welcome your input

9. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 9 Institution Domain User

10. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 10 First, some context...

11. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 11 Identify current themes in the literature reflecting on expectations in the online environment and how library services can address those expectations Identified functions common to scholarly activity across disciplines: Searching, Collecting, Reading, Writing, Collaborating Opportunities for shared service development: Knowledge organization, discovery, curation Some solutions will be found outside the library Core service requirements can be modeled generically Analytic Framework & Methodology

12. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 12 accessing assessing chaining disseminating networking Interdisciplinary probing translating HumanitiesSciences direct searching scanning co-authoring coordinating monitoring data-sharing browsing collecting re-reading assembling consulting note-taking Patterns of Convergence in Scholarly Practice Adapted from C. Palmer, L. Teffau, C. Pirmann (2009)

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14. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 14 Workflows in Research Assessment Program (WRAP) Consultancy Survey library roles in research assessment data- gathering regimes within research universities in: UK Netherlands Denmark Republic of Ireland Australia Describe the assessment regimes, placing them on a spectrum from high- to low-intervention, noting national characteristics. Assessment Regime Institution

15. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 15 Joint project with UK Research Information Network Investigate methods of managing places of intersection around research support on campus Data Environment Institution User

16. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 16 RIM Activity Report on Scholarly Information Practices WRAP consultancy Possible joint investigation with RIN Projects with the RLG Partnership Testing the desirability of research services A RIM manifesto Role of libraries in data curation Changing roles of library staff Rejected or deferred projects Welcome your input

17. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 17 List of Research Support Services (slide 1 of 2) We will… provide you dedicated space on a server. help you structure space to organize your notes, datasets, others’ publications, presentations… help you load it if you like. back up your work. ensure you can access your data remotely, no matter where you are. provide tools for group work and version control at the file level. help you manage your research, tracking who is involved in which grant, which research is funded by which grant, and purchasing grant-funded equipment. (cont.) Data Environment Institution User

18. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 18 List of Research Support Services (slide 2 of 2) (Cont.) We will… help you negotiate publication rights. help you comply with NIH and other requirements. see that your work is disseminated broadly, quickly, and openly and that you get maximum impact for you and your university. do the authority work to ensure you are credited for all your work, despite the various forms of your name used in indicating authorship. keep your personal bibliography up-to-date. provide you with a customizable personal web page. include you in the campus expertise database and facilitate inclusion in disciplinary expert databases. preserve your outputs in the institutional repository and facilitate inclusion in disciplinary repositories. see that you can take your work with you if you leave this institution

19. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 19 Bold Roadmap Write manifesto that is a call to action about new roles we need to take on -- and compromises we may have to make to do so. Data Environment Assessment Regime Institution

20. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 20 Assess library contributions related to data curation Big science vs. little science and humanities Derivative data and source data Data lifecycle management Data reuse Institutional vs. disciplinary approaches Data Environment Institution Domain User Data Curation

21. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 21 Explore changing roles of library staff Increasing demands Role of "data librarians" Faculty liaison role Specialization in rights and open access Ways to work with departments to increase data management awareness and skills Data Environment Assessment Regime Institution Changing Roles of Library Staff

22. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 22 RIM Activity Report on Scholarly Information Practices WRAP consultancy Possible joint investigation with RIN Projects with the RLG Partnership Testing the desirability of research services A RIM manifesto Role of libraries in data curation Changing roles of library staff Rejected or deferred projects Welcome your input

23. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 23 The Plethora of Other Possibilities Research Needs and Services Grid Personal Name Disambiguation Institutional Name Disambiguation Impact Optimization Assessment Approaches Internal Research Assessment Expertise Profiling

24. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 24 Research Needs and Services Grid Map the research support landscape research activities examples of the services that exist to support them RLG Partnership Council support RLG RIM interest group, not so much

25. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 25 The high-level view of the Research Information Management Workflow The researcher's workflow (services to support the scholar's work) Fun dDiscoverGatherCreateShare Grant processSerendipitousfindingCollaborativefindingStructuredfindingKeepingcurrentCollectingAcquiringOrganizingAnnotatingAnalyzingDescribingReviewing &ratingWritingArchivingManagementRightsData sharingTeachingPublishing Individual reputation management (services performed on behalf of the scholar) Collect Analy zeShare Asses s DataminingAssembling dataAuthoritativemetadataExpert profilingIdentify expertisePublic databaseOutput servicesIncreased visibilityon Web Inform tenure process Institutional research output and assessment (services performed on behalf of the institution) CollectRetainShareAssess Faculty depositInputQuality controlName authoritycontrolAcquire content Start-ups, spin-offsPlacement of gradsCenters ofexcellenceRightsPersistentidentifiersBack-upInfo assetstewardshipLong termpreservationBibliographyOpen AccessPublicationOutput to otherrepositoriesOptimizediscoverabilityOutput : grant ratioResearch outputmetricsExporting statisticsDataminingPeer review

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28. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 28 Investigate personal name consistency possibilities, by doing one or more of the following: Refine use cases Compare related efforts at other institutions and organizations Conduct a personal name disambiguation project that would get us closer to a name server that could be used by a variety of applications Personal Name Consistency

29. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 29 Participate in an assessment of approaches for institutional name disambiguation. Investigate what institutions are doing now Consider what other efforts might inform and improve current practice Institutional Name Disambiguation

30. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 30 Develop a project to referee impact optimization during the publication journey. Would require cooperation of publishing faculty Conduct pre-publication consultations Suggest things to increase a paper’s potential impact (some to be undertaken by the library; others for the faculty member to consider) Use feedback to inform further work Impact Optimization

31. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 31 Assess various approaches to expertise profiling Ways of gathering data Intended uses Policy issues Outputs for other uses Compare institutional to discipline profiles Commercial approaches Expertise Profiling

32. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 32 Compare assessment approaches Compare bibliometrics to peer review Investigate the differences for monographs as opposed to journal articles Try a test on a text corpus Explore internal research assessment Are approaches used for external assessment adequate for self-evaluation? Recommend approaches for assessing publications, citations, usage measures, and other indicators The Other Two

33. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 33 Comments? Report on Scholarly Information Practices WRAP consultancy Possible joint investigation with RIN Projects with the RLG Partnership Testing the desirability of research services A RIM manifesto Role of libraries in data curation Changing roles of library staff Rejected or deferred projects Welcome your input

34. Research Ricky Erway, Senior Program Officer CNI Briefing – April 6, 2009 34 Resources Research Information Management Program www.oclc.org/programs/ourwork/researchinfo OCLC Research White Papers www.oclc.org/programs/publications/reports.htm Ricky Erway erwayr@oclc.org Thanks to my collaborators, Constance Malpas and John MacColl

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