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Crowdsourcing Scientific Work A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science Andrea Wiggins 11 April, 2012 Kevin Crowston (Advisor) Rick Bonney Jian Qin Steve Sawyer Geof Bowker (External Reader) Murali Venkatesh (Internal Reader) John Burdick (Chair) Tuesday, May 15, 12

Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

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Slides from my successful dissertation defense. The research focused on the role of technologies in supporting participation and organizing processes in citizen science projects, and the impacts of these processes on scientific outcomes.

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Page 1: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Crowdsourcing  Scientific  Work

A  Comparative  Study  of  Technologies,  Processes,  and  Outcomes  

in  Citizen  Science

Andrea  Wiggins11  April,  2012

Kevin  Crowston  (Advisor)Rick  BonneyJian  QinSteve  Sawyer

Geof  Bowker  (External  Reader)Murali  Venkatesh  (Internal  Reader)John  Burdick  (Chair)

Tuesday, May 15, 12

Page 2: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Citizen  Science

• Projects  involving  the  public  with  scientists  in  collaborative  research.  

-­‐ Crowdsourcing  scientific  work  of  data  collection  and  processing

-­‐ Increasingly  ICT-­‐mediated

• As  citizen  science  gains  in  popularity,  scientists  need  a  better  understanding  of  how  design  and  management  influence  scientific  outcomes,  particularly  for  ICT-­‐enabled  participation.  

• Research  goals  

-­‐ Describe  the  phenomenon  of  citizen  science.

-­‐ Develop  an  empirically-­‐grounded  framework  that  describes  the  conditions,  processes,  and  products  of  citizen  science  projects.

Tuesday, May 15, 12

Page 3: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Related  Research

• Public  participation  in  science

-­‐ Purposes  and  forms  of  engagement

-­‐ Informal  science  education,  policy,  STS

•Irwin;  Bonney  et  al;  Cooper  et  al;  Wilderman

• Scientific  collaboration

-­‐ Broader  context  of  practice

•Sonnenwald;  Finholt;  Lawrence  et  al

• Online  communities

-­‐ Participation  in  virtual  environments

•Crowston;  Haythornthwaite;  Preece  &  Shneiderman

= citizen science*

*volunteer

monitoring

cybe

r-in

frast

ruct

ure

crowd-sourcing

publicparticipationin science

scientificcollaboration

onlinecommunities

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Page 4: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Research  Questions

How  do  virtuality  and  technology  alter  organizing  in  citizen  science?  

How  do  virtuality  and  technology  shape  participation  in  citizen  science?  

How  do  organizing  and  participation  influence  scientific  outcomes  in  citizen  science?  

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Page 5: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Cases

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Page 6: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Mountain  Watch

•Monitoring  alpine  climate  change

-­‐ Participation  involves:

•Finding  monitoring  plots

•Identifying  target  plants  and  their  phenophases

•Recording  observations  on  paper

•Dropping  off  data  sheet  at  facilities  or  entering  online

-­‐ Started  in  2004  by  the  Appalachian  Mountain  Club

•Primarily  in  White  Mountains  of  New  Hampshire

•Combines  citizen  science  with  other  research  efforts

•Intensive  study  of  factors  influencing  data  quality

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Page 7: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Great  Sunflower  Project

• Collecting  data  on  pollinator  service  (bees!)

-­‐ Participation  involves:

•Planting  sunflowers

•Creating  garden  description  on  Drupal  website

•Recording  15-­‐minute  observation  samples  on  data  sheet

•Online  data  entry

-­‐ Started  in  2008  by  a  single  academic  researcher

•Collects  data  across  North  America

•Very  successful  in  attracting  volunteer  interest

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Page 8: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

eBird

• Collecting  bird  abundance  and  distribution  data

-­‐ Participation  involves:

•Choosing  observation  methods

•Recording  bird  observations

•Entering  observations  and  metadata  online

-­‐ Launched  in  2002  by  Cornell  Lab  of  Ornithology  (with  National  Audubon  Society)

•World’s  largest  biodiversity  data  set

•Receives  between  2.5M  -­‐  3M  observations/month

•Data  used  in  both  research  and  decision-­‐making  for  policy  and  land  management

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Page 9: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Comparative  Case  Selection

CriterionCriterion Mountain  Watch Great  Sunflower eBird

PurposeMission Conservation,  

education,  recreationResearch,  education

Research,  education,  conservation

PurposeScientific  interests

Climate  change  effects  on  alpine  habitats

Plant-­‐bee  relationshipsBird  abundance  &  

distribution

Intended  Community

Hikers Gardeners Birders

EnvironmentInstitutions Single  nonprofit Academic Nonprofit  partnership

EnvironmentResources 1.5  FTE,  $15K 0.5  FTE,  $13K 4.5  FTE,  $300K

Technologies

Paper Structured  data  sheet Structured  data  sheet Variable  &  optional

Technologies Digital Organization  website  section

Open  source  CMS  website

Purpose-­‐built  software  systemTechnologies

Data  access Limited Very  limited Extensive

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Page 10: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Methods

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Page 11: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Data  Collection

• Semi-­‐structured  interviews  with  project  organizers

-­‐ Sampled  for  maximum  diversity  of  roles  and  perspectives,  with  individuals  from  7  organizations

-­‐ Some  longitudinal  interviews,  additional  informal  interviews

• Participant  observation

-­‐ 300+  hours  of  birding,  3  years  of  sunflowers,  6  days  in  the  White  Mountains

-­‐ Listservs,  forums,  beta  testing  interfaces  &  mobile  application

-­‐ Extensive  involvement  in  citizen  science  organizer  community

• Secondary  data,  documents,  &  artifacts

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Page 12: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

• Concurrent  with  data  collection  and  theory  development

-­‐ Iterative  deductive  and  inductive  coding

-­‐ Rich  process  models

-­‐ Concept  diagrams

• Research  Quality

-­‐ Interviewees  reviewed  transcripts

-­‐ Key  informants  reviewed  case  chapters

-­‐ Expert  and  peer  review  of  findings

-­‐ Audit  trail,  ongoing  memos

-­‐ Data  triangulation

Analysis

Participation

Satisfaction

Individual Development

Sustainability

Scientific Knowledge

Organizing

Design

Institutions

Scientific Interests

Technologies

Contributions

Community

Broader Impacts

Resources

Commitment

Mission

Skills

Biography

Networks

Personal Interests

Science

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Page 13: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Findings

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Page 14: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Organizational Inputs Individual

InputsIndividual Outputs

Individual Processes

Individual Emergent

States

Organizational Outputs

Organizational Processes

Organizational Emergent

States

Organization Design

Technology Design

Community

Sustainability

Knowledge

Communication

Data Management

Volunteer Management

Scientific Research

Demographics

Skills

Motivation

Commitment

Roles

Joining

Contributing

Learning

Satisfaction

Contributions

Innovation

Task Design

Organizational Inputs Individual

InputsIndividual Outputs

Individual Processes

Individual Emergent

States

Organizational Outputs

Organizational Processes

Organizational Emergent

States

Organization Design

Technology Design

Community

Sustainability

Knowledge

Communication

Data Management

Volunteer Management

Scientific Research

Demographics

Skills

Motivation

Commitment

Roles

Joining

Contributing

Learning

Satisfaction

Contributions

Innovation

Task Design

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Page 15: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

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Page 16: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Tuesday, May 15, 12

Page 17: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Tuesday, May 15, 12

Page 18: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

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Page 19: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

Scientific Knowledge

Project Inputs

Institutions

Scientific Interests

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design

Science

States

Satisfaction

Sustainability

Commitment

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Page 20: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Theoretical  Framework

• Iteratively  developed

-­‐ Initial  version  based  on  literature,  used  to  guide  study

-­‐ 16  versions  over  3  years

• Inputs-­‐Moderators-­‐Outputs-­‐Inputs  structure

• Example  of  a  relevant  flow:

-­‐ Design  &  Organizing  -­‐>  Participation  -­‐>  Contributions  -­‐>  Scientific  Knowledge

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

?

Project Inputs

Institutions

?

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design?

States

Satisfaction

Sustainability

Commitment

Environment

Products

Outputs

Outcomes

Inputs

Individual Development

?

Project Inputs

Institutions

?

Technologies

Contributions

CommunityBroader Impacts

Resources

Mission

Individual InputsSkills

BiographyNetworksPersonal Interests

Processes

Participation

Organizing

Design?

States

Satisfaction

Sustainability

Commitment

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Page 21: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Emergent  Themes

1. Project  design  approaches  that  favor  science  versus  hobbies  for  participation  design

2. Design  and  organizing  implications  of  engaging  communities  of  practice

3. Relationships  between  physical  environment,  technologies,  participant  experiences,  and  data  quality

4. Information  technology  tradeoffs:  helpful  for  scale  and  communication,  challenging  for  usability  and  resources

5. Resources  and  sustainability  relate  to  institutions  and  scale  of  participation

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Page 22: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

How  do  virtuality  and  technologies  alter  organizing  in  citizen  science?

• Virtuality  is  inherent  and  a  key  benefit,  but  leads  to  questions  about  quality

-­‐ “People  would  gravitate  towards  the  really  charismatic  species,  which  in  the  White  Mountains  is  diapensia.  So  people  would  go  out  with  these  diapensia-­‐tinted  glasses,  and  they’d  see  it  everywhere  and  pass  over  the  least  well-­‐known  species.”

• Enables  large-­‐scale  research  that  is  more  like  crowdsourcing  than  other  forms  of  scientific  collaboration

-­‐ “If  technology  makes  new  things  available,  you  change  your  focus  to  exploit  it.”

• Reduces  coordination  costs  and  improves  quality,  but  ICT  often  unsuited  for  use  in  the  field

-­‐ “Someone  entered  in  data  that  said  that  they  saw  a  bee  after  130  minutes,  and  I  think  what  they  were  putting  in  is  that  it  was  at  1:30  in  the  afternoon.”

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How  do  virtuality  and  technologies  shape  participation  in  citizen  science?

• Opens  participation  opportunities  to  larger,  more  diverse  population

-­‐ “The  skill  base  varies  from  Master  gardeners  and  beekeepers  to  amateur  first-­‐time  gardeners.  ...  Our  audience  skews  a  little  older.  There  are  far  fewer  schoolchildren  who  participate  than  I  thought  there  might  be.”

• Importance  of  place:  geographic  biases  and  autonomy,  functional  constraints  of  and  emotional  relationships  to  place

-­‐ “Folks  do  have  a  real  connection  to  these  mountains.  So  to  feel  like  they  can  do  something  to  help  out,  and  to  protect,  and  get  a  handle  on  what  is  actually  happening  up  here  in  the  mountains,  it’s  valuable.”

• Leads  to  usability  issues  for  some,  but  can  also  be  rewarding  and  more  scalable

-­‐ “Some  people  have  difficulty  printing  out  the  data  form,  and  writing  all  this  stuff  in  while  they’re  observing,  and  taking  it  back,  and  then  entering  it  in.”

-­‐ “Let’s  give  them  tools  to  do  what  they  want,  and  they’ll  give  us  all  of  their  data.”Tuesday, May 15, 12

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How  do  organizing  and  participation  influence  scientific  outcomes  in  citizen  science?

•Diverse  types  of  scientific  outcomes  suggest  more  holistic  criteria  for  evaluating  project  success

-­‐ “[eBird]  is  just  getting  to  the  point  where  we  are  going  to  see  more  and  more  information  come  out  that  will  help  drive  policy  and  decision-­‐making.”

• Keep  participants  happy:  greater  quality  and/or  quantity  of  contributions  improve  outcomes

-­‐ “The  more  people  enjoy  the  project  and  get  some  reward  then  the  better  off  you’ll  be  for  sustaining  it.  We’ve  seen  significant  growth  that  hasn’t  slowed  down  since  we  turned  the  switch  on  and  changed  the  way  we  think  about  it.”

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Limitations  &  Future  Work

• Limitations

-­‐ Depth  rather  than  breadth

-­‐ Focused  primarily  on  organizers

• Future  work

-­‐ Integrate  findings  and  framework  with  participant-­‐oriented  studies

-­‐ Compare  to  entirely  online  citizen  science  projects

-­‐ Work  with  organizer  community  to  translate  findings  into  recommendations  for  practice

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Page 26: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Contributions

• Theoretical  framework  

-­‐ Complements  and  extends  prior  models

-­‐ Foundation  for  future  research  with  room  for  expansion  &  refinement

• Case  studies

-­‐ In-­‐depth  description  and  comparison

• New  prospective  best  practices

-­‐ Sustainability  planning  in  context  of  organizations  and  resources

-­‐ Aligning  scientific  and  personal  interests  as  much  as  possible

-­‐ Making  explicit  links  between  individuals,  communities,  and  organizing

-­‐ Engaging  non-­‐scientist  community  members  as  organizersTuesday, May 15, 12

Page 27: Crowdsourcing Scientific Work: A Comparative Study of Technologies, Processes, and Outcomes in Citizen Science

Thanks

• Committee

• Case  study  projects

-­‐ Mountain  Watch

-­‐ Great  Sunflower  Project

-­‐ eBird

•Writing  group

-­‐ Mohammad  Jarrahi  &  Jaime  Snyder

• Everett  Wiggins

•U.S.  National  Science  Foundation  Grants  09-­‐43049  &  11-­‐11107

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