The Need for Research Management Tools in Today’s E-Research World

OCUL: A Bibliographic Case Study

Tina Long MoirVice President, Business DevelopmentRefWorks, LLC.tmoir@csa.com

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

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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

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35000

40000

Sep-04

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Nov-04

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Citations Captured

Citations

0

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800000

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1400000

Sep-04

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Types of Users

Users by Subject Disciplines

Monthly Users & Sessions

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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?