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The Need for Research Management Tools in Today’s E-Research World OCUL: A Bibliographic Case Study. Tina Long Moir Vice President, Business Development RefWorks, LLC. [email protected]. Agenda. Company Overview Bibliographic Management Software Background - PowerPoint PPT Presentation
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The Need for Research Management Tools in Today’s E-Research World
OCUL: A Bibliographic Case Study
Tina Long MoirVice President, Business DevelopmentRefWorks, [email protected]
Agenda Company Overview Bibliographic Management Software Background Issue of Knowledge Management for Research Universities Survey on Research Findings OCUL Case Study
Information Literacy Program Success and Challenges!
Questions and Discussions
About Us? Privately owned company founded in 2001. Head
office located in San Diego, CA.
RefWorks first released in Jan. 2002 after a lengthy beta period. Experts in the field – over 100 years combined experience in bibliographic management software
RefWorks principle administrative, sales, and development offices located in the USA, UK, Hong Kong, Korea, Japan, China and Australia with wide distribution to all continents via ProQuest CSA.
Over 800 institutions subscribing worldwide via servers in the U.S., Canada, and China
Client BenchMarks North America
65% of ARL Institutions use RefWorks.
Including Yale University UC Berkeley Stanford University Princeton University Cornell University Columbia University New York University Harvard University MIT Dartmouth University University of Toronto University of Ottawa University of Alberta Simon Fraser University University of British
Columbia
Rest of World 25% of Top 200 Research Institutions
use RefWorks. Including
Oxford University Keio University Aarhus University Imperial College of London Kings College Stockholm University Helsinki University Madrid Autonomous University University of Munster Tsinghua University Hong Kong University of
Science and Technology National Taiwan University
Background on BMS Industry Important market for many top STM publishers
Shifting focus from primary literature to tools, services and software. “Research Management Solution”
Estimated size of the Market $35M (Simba)
Prior to 2002, primarily monopoly market for ISI Researchsoft; providing desk-top software solution via EndNote, Reference Manager (RefMan) and ProCite.
Now numerous products on market including NoodleBib, BibTex, Get-A-Ref, Zotero and RefWorks
Primary users of citation management products include professional researchers, and scientists.
Researchers View…..Search and Management ?
Education – Knowledge in the Learning
Environment Challenges to Researchers and Faculty
Conducted by Dr. Carol Tenopir, Professor of Information Science, University of Tennessee (web.utk.edu/~tenopir/)
Most recent survey includes 7 Universities in US and Australia (2006)
Average number of articles read by faculty member is 250 per year—varies by discipline.
Research done since 1977 on reading and research behaviors of scientist and scholars
Research findings….
Journal Articles widely read by scientists and students as a reliable source of information
Read for many reasons, including research, writing, teaching/learning, and current awareness
Highly valued and essential; most commonly found through library
Increasingly read from library e-collection
Scientist must read more… More articles are published every year
Reading more to keep up with their field
Peer reviewed journals are essential
E-journal systems and search engines provide access to more journals and articles quickly
Results = information diluge!
More articles to read and manage, less time spent—average of 34 minutes
150172
188216
252
0
50
100
150
200
250
300
1977 1984 93-98 00-03 04-06*
Average Articles Read Per Year Per University Faculty Member
Ave
rag
e n
um
be
r o
f art
icle
s re
ad
pe
r re
sea
rch
er
*280 with outliers
420
348288
240
156
0
50
100
150
200
250
300
350
400
450
Med Science Eng Soc Sci Hum
Average Articles Read Per Year Per Faculty Academic Discipline
Year of Studies
48 47
36 34
05
101520253035404550
1977 1993-1998
2000-2003
2004-2006
Average Minutes per Article by University Faculty Member
Ave
rage
Min
utes
Per
Art
icle
Year of Studies
In summary Scientist read many articles each year, from a variety of
journals and e-resources and the amount of reading is going up; with average amount of time spend decreasing
Journal issues are good for browsing and current awareness; electronic articles found by searching are important for research and teaching
Need for tools to manage this influx of information is even more crucial to their work flow process! More so than ever in the past…..
“Toss Out the Index Cards”Chronicle of Higher Education, June 2006
"Time is a precious commodity for academics, and researchers who don't use bibliographic management tools put themselves at a real competitive disadvantage.” Christopher Mackie Doctoral Student of History Princeton University
Education – Knowledge in the Learning Environment
Challenges to student success: Student preparedness Advising and the role of faculty & librarians Skills development with a knowledge focus
Information and communications literacy (scientific methodology, critical judgment, documentation)
Discovery of knowledge and information
Education – Research Management as a Learning Tool
A strategic choice, provides:
Framework for teaching ethical and practical issues related to the citation of sources
Framework that can assist faculty in educating on issues of plagiarism and teaching scientific methodology
A practical, ubiquitous tool that promotes student success
A framework that accommodates and encourages collaboration
Case Study OCUL Background
Consortia of 20 universities in Ontario, Canada
Information Literacy Program Tradition of bibliographic instruction Massive expansion of e-resources triggered need for
expanded program Introduction of web-based and in-person literacy
program
Purchased RefWorks in 2004; 3-year contract
Local installation of server at UT
OCUL as part of Scholars Portal Province-wide infrastructure to provide state-of-the-art
access to e-resources
Developed with provincial grant of $7.8 million
All 20 Ontario Universities
University of Toronto – member and service provider
RefWorks adopted by Scholars Portal as one of the key tools within their integrated system.
ExternalA & I
Databases
External Full-Text
Resources
A&I Search(CSA Illumina)
RefWorks(Management Tool)
RACER(VDX)
E-Journals(Science Server)
Get It!(SFX)
Scholars Portal Integration using standards-
based linking, the services of the portal are integrated to support the workflow of researchers
Search Search dozens of the best bibliographic databases
simultaneously
Browse Browse 7,300 scholarly journals from 20 publishers
Locate Connect to full-text versions of 8.7M articles in the
Scholars Portal collection
Locate Or connect to full-text articles from more than 400
scholarly publishers
Save Mark records and save them to personal folders in
RefWorks
Share Share folders with colleagues, a class, or the world
Why they implemented a unified research management tool?
By 2004 many different types of citation management software on campus
Identification of need to standardize and provide vehicle for collaboration
Requirement to integrate e-resources into the work of scholars and students
Why they choose RefWorks?
Web-based tool crucial---mobility in the digital age!
Allows users to create their own personal database of references
References can be automatically imported from on-line databases or entered manually
Excellent searching tools enable users to navigate their database, organize folders and search for references
Allows users to format their references for papers in a variety of output styles
Enabled sharing of researchers’ databases---collaboration was key.
Opportunities and ChallengesOpportunities Web-based, bilingual product Common knowledge across faculties (and other Ontario Universities) Users with range of needs (students, faculty, researchers)
Challenges Understanding of citation formats (various styles) Data transfer can produce unexpected results
(depending on vendor Lexis/Nexius)
RefWorks Accounts- First Year Introduction
RefWorks Accounts
0
5000
10000
15000
20000
25000
30000
35000
40000
Sep-04
Oct-04
Nov-04
Dec-04
Jan-05
Feb-05
Mar-05
Apr-05
May-05
Jun-05
Jul-05
Aug-05
Sep-05
Oct-05
Citations Captured
Citations
0
200000
400000
600000
800000
1000000
1200000
1400000
Sep-04
Oct-04
Nov-04
Dec-04
Jan-05
Feb-05
Mar-05
Apr-05
May-05
Jun-05
Jul-05
Aug-05
Sep-05
Oct-05
Types of Users
Users by Subject Disciplines
Monthly Users & Sessions
bro
ck
carl
eto
ncon
cord
ian
ipis
sin
gla
keh
ead
lau
ren
tian
lau
rier
mcm
aste
rocad
qu
een
s
ryers
on
tren
t
gu
elp
h
un
b
uoit
ott
aw
a
toro
nto
wate
rloo
weste
rn
win
dsor
york
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
Reason for Use
MINES Survey Reason for Use
2%
42%
26%
16%
6%
8%
Patient Care
Coursework
SponsoredResearch
Other Research
Teaching
Other Activities
OCUL’s Conclusion
E-resources key in today’s university libraries
Requirement to integrate e-resources into the work of scholars and students
Tools to support this integration need to be part of the offering of university libraries
Researchers embrace a tools that support their research
Thank you!
Questions?