Difficulties in Evaluating Scholarly Communication


by Cynthia Rieck

I give permission for my final project to be made available through the 
LIS Learning Showcase web server.


Introduction

     There are many things which make the evaluation of scholarly communication 
difficult. "Scholarly communication is the complex matrix of intellectual 
property, publishing practices and economics, legislative action, technological 
developments, and academic expectations for tenure, promotion, research, and 
publication." (Ogburn, 2002)
      
     In the realm of science, ideas are constantly being built upon.  Each new 
idea is studied, reviewed, and modified. Change and growth are the hallmarks of 
modern science.  To understand this phenomenon, scholar's look to study the 
trends and trails of citation. Also called the "scholars spoor", these trails 
of citation show the importance of the documents cited. Eugene Garfield, the 
father of the scientific citation index, saw the index as a method for searching 
scientific publications.(Cronin, 2000)  

     Two of the processes that evolved from the citation index are scientometrics
and bibliometrics.  Scientometrics concerns how often and in what situations a 
scientist writes a paper citing a scientist in another field.  This in turn, has 
led to a study of the development and politics of science and the scientific 
community.  Bibliometrics focuses on the publications themselves.  It concerns 
the mathematical and statistical analysis of patterns that arise in the 
publication and use of scholarly materials. 

     Scholars, using the idea of citation indexing, can now study the ideological 
linkages of a cited work.  The evaluation of citations can give scholars 
information regarding development, collaboration, politics, and interdiciplinarity.  
Some of these trends make the evaluation of the products and processes of scholarly 
communication difficult. 
 

Collaboration

     Collaboration is a growing trend among scientists.  Collaboration occurs 
on many different levels, from working together on the same project to the 
expression of an opinion to sharing resources but working on different projects.  
There are several types of collaboration.  One of these is international 
collaboration among scientists in the same field. Another is the professor who 
allows the addition of his name to a student's project.  Collaboration also 
occurs between individuals in different fields.  (Bordons, 2000)  One of the 
major influences prompting this trend originates with the scientists themselves.  
They are so specialized as to need collaboration in research and for publishing 
papers.

     Collaboration is also used by scholars to increase the number of papers 
they have published.  By publishing more papers they boost their position with 
regard to tenure track positions at Universities, and other such perks as sitting 
in as a member of a review board.  Many of the collaborations for these purposes 
are not true collaborations but only a noted scholar lending his or her name to 
a paper to provide legitimacy to the paper or other equally political reasons.  
The universities that the scholars are associated with also influence the politics 
of collaboration.  By getting a well known scholar from a leading university to 
lend his name to a paper produced by scholars from a "lesser" ranked school the 
paper attains a legitimization at it would not other wise receive.  This also 
influences which journal will publish the work.  

     Collaboration occurs for several reasons.  One is the need to share the 
cost of the equipment necessary for complex scientific research.  The larger 
and more expensive the frame work needed, the more people will be involved in 
the collaboration.  Another reason for the growth of collaboration is the 
increased speed of travel for both information and the scientists themselves.  
The internet and faster air travel are keys to the birth of the scientific 
community as a global community.  Thus, collaboration is a trend that will 
only expand as the global community itself continues to expand.  Access to vast 
stores of knowledge and instantaneous communication with colleagues fosters 
extreme specialization.  Extreme specialization is another reason scientists 
collaborate.  Significant advances in science arise from the collaborations of 
scientists with different specialties.    

Interdiciplinarity

     "Interdisciplinarity can be defined as the integration of concepts and 
epistemologies from different disciplines".(Coleman, 2002)  Interdiciplinarity 
also concerns the collaboration of scholars from differing fields of study.  As 
mentioned above scientists are becoming more and more specialized.  This 
increased specialization is prompting the need for collaboration across 
disciplines.  An example of this as pointed out by Anita Coleman is the Digital 
Library.  

     The Internet Public Library (http://www.ipl.org/) hosted by the School of 
Information at the University of Michigan offers a look that one form of digital 
library.  This is based on the public library with reading rooms and a children's 
area.  It also has a special collections which includes literary criticism, 
Native American authors and exhibits. Every link at the IPL is a web site 
including the reading room which contains sites with full-text publications.  

     The librarians who run the site must use traditional library skills 
and have a working knowledge of internet technology.  Each year, students 
in the University of Michigan, most from the  School of Information, seek 
out ways to improve the IPL, whether by maintaining and expanding its subject 
collections, enhancing usability, proposing new functionality, or building 
special collections.  Not all of the work is concerned with improving the 
collection, some is also technical, such as the real-time chat reference 
service piloted by two students.  Another student updated the HTML code in 
the special collection area to XHTML standards.  

Technology

     Today's scholarly communication involves many diverse technologies and 
their repercussions.  Some of these technologies evolved from the internet.  
These include chat, email, instant messaging, teleconferencing, e-publishing 
and virtual labs.
  
     Informal methods of communication in the form of instant messaging, chat, 
and email are increasing the speed with which scholars communicate.  While 
these methods increase speed and break down barriers between long distance 
scholars they do pose problems.  The informality of these methods can lead to 
casual and sloppy communication (not everyone checks email for spelling and 
grammar errors).  

     Formal communication exists with teleconferencing, electronic publishing or 
e-publishing, and virtual labs.  One of the major advantages of e-publishing is
 searchable text.  Another is availability, anytime day or night. E-publishing 
is also more cost effective than print publishing.  This is due to having no 
need for extensive warehouses and expensive presses.  Mailing e-publications 
is also faster and cost efficient due to not having to use the postal service.  
As soon as a journal is declared ready to print it can be sent electronically, 
using a vast database of subscribers, instantaneously. 

     Not all technology is perfect.  As mentioned above, ease of communication 
can lead to a degradation in quality.  Another technological con is that it 
is not uniform world wide.  For example, different countries may have different 
computer languages which are not compatible.  Another problem exists in 
developing countries which do not always have access to electricity.  A third 
problem arises when some scholars have access to emerging 3-D capabilities and 
others do not.
     

Disintermediation

     Another of the pitfalls of technology is the ability for individuals to bypass 
the "middleman" and go straight to the publisher for books and periodicals.  The 
publishers seek to protect their hold on the information they publish by offering 
bundled packages of electronic journal access.  They also form databases which 
may be accessed for a fee.  In the business world eliminating the cost of the 
"middleman" benefits the consumer.  In the realm of scholarly communication this 
is a great handicap as the "middleman" is often the library.  

     The solution to this problem is by offering "value-added" services.  In 
other words, the library must be added back into the equation in such a way as 
to provide a better service.  One way libraries are attempting this is by offering 
ask-a-librarian services. Technology plays a major role in making this possible.  

     Publishers and not-for-profit organizations can use e-publishing to offer 
subscribers full-text searching.  E-publishing can also be used for simultaneous 
archiving of published materials in a format which allows instant world wide access.

     Internet searching is another area that impacts scholarly communication.  One 
way to provide "value added" service is to improve searching capabilities. IBM has 
recently developed a new type of internet searching that is revolutionary.  Not 
only does the software continuously crawl the Web updating its database, it 
also has the ability to answer "why" questions.  This software, called WebFountain, 
"is the ultimate way to figure out what everybody is saying about something" 
according to Dean Takahashi of Mercury News.  He goes on to state: "WebFountain 
sifts through the online data to discover patterns that even the most dedicated 
librarian can't find."(Takahshi, 2004)  IBM is not trying to replace the librarian 
but to build a tool for the business market.  

     The scholarly community could use this software to track the trends in 
publishing and many other areas of communication.  One of these other areas 
would be to track the change over time of what is being discussed online about 
a new medical procedure or drug.  It could even track citation networks and impact 
factors.  The biggest problem is cost, "about $200,000 a year" from Factiva who has 
licensed it. (Takahshi, 2004)  At this price it is only economical for corporate use.

Economics 

     The god of publishing in the new millennium is the almighty dollar.  Money 
drives what gets published, what gets archived, and who has access.  Universities 
are also feeling the powerful sovereignty of the dollar.  "Scholarly communication 
has been transformed from a means of communicating research results to a multi-billion 
dollar business." (Create Change, 2000)  

     Since the late nineteen nineties many universities have studied the statistics 
regarding the cost of purchasing journal subscriptions by libraries.  The results of 
these studies show a large portion of the libraries' budgets going to a few large 
publishers for access to a small number of titles.  "In 1997, an informal survey of 
ARL members revealed that, on average, the typical North American research library 
purchased 378 titles from Elsevier Science (a major company owned by Reed Elsevier). 
Libraries reported that that represented about 3.5% of the total journal titles 
purchased. At an average cost of $1661, these journals cost a library $628,000, or 
almost 21% of the total journals expenditures -- over one-fifth of the journals budget.  
During the same year, the average unit cost of all journal subscriptions was $235.  At 
this unit rate, $628,000 would buy 2,672 titles." (Create Change, 2000)  

     The profits gained by commercial publishers entering the field of academic 
publishing makes it very lucrative.  Studies looked at two different comparisons.  
The first being the ratio between the cost of the journal and its impact factor 
while the second was the cost per 1000 characters.  In both cases the commercial 
journals came out more expensive than the not-for-profit and association publications.  
One of the most expensive journals held by the University of Arizona is the 
International Journal of Remote Sensing published by the Taylor and Francis Group 
(a commercial publisher).  The 2004 subscription cost for this journal is $4700US.  
The current impact factor is 1.154.  (Taylor and Francis Group, 2004)

     The University of Arizona currently subscribes to thousands of journals.  The 
University of Arizona Library must reduce costs in the face of a reduced budget.  For 
the following fiscal year, librarians are asking the faculty to review the journal 
titles held in their fields with an eye toward cancellations.  The table that follows 
shows where available the number of titles under consideration for cancellation by 
general field.    

Field of Study # of Journals to Cancel # of Journals Retained Total Journals
Science and Engineering 1286 1088 2374
Fine Arts and Humanities na na 2544
Health Sciences 70 na na
Social Science/Business/Education na na ~2530
Newspapers/Indexes/General Periodicals na na 292
Totals 1356 1088 ~7740
Note: Table compiled from information contained in the "Library Resources Spending Reductions 2004-2005" web page. na = information not available While canceling journal subscriptions is not the answer to balancing the budget it can be a short term fix. Many scholarly institutions are resorting to forming consortiums and bargaining with publishers to lower the cost of subscriptions. Another method for libraries to fight high costs is to become part of the "Open Access Movement." (University of New Mexico, 2004) There are two parts to this, open access journals and open access archives. The journals are free of charge and contain peer-reviewed research articles. The archives, in contrast, are depositories contributed to by the scholars themselves providing a database of perpetually free materials. (University of New Mexico, 2004) Conclusion As stated above, the evaluation of scholarly communication is hindered by many different factors. The growing trend toward collaboration can make determining an individual scholar's contribution difficult. Extreme specialization increases the need for collaboration across disciplines. Increased technology makes collaboration and interdiciplinarity easier, both of which make evaluation more difficult. Evaluation of scholarly communication has also changed with the increase of technology as scholarly communication branches into electronic formats. Disintermediation is a problem as publishers form databases of their journals and charge high fees for use. This leads to the problem of the cost both for journal subscriptions and to access publisher's databases. To combat these problems, scholars are utilizing some of the same technologies that make evaluation difficult. Some scholars are calling for a re-evaluation of the tenure process to eliminate the perceived need to publish just to be published. This would decrease the total number of published articles but the hope is that they would be better articles. By forming free access databases and e-journals, scholars are combating the high costs of access to commercial publishers' products. These same e-journals and databases can be full-text searched, which makes them easier to use when researching a specific topic. The WebFountain will be a valuable tool when it becomes available to the non-corporate world. Technology is both a bain and a blessing for scholarly communication. All of the changes that have happened in the last 40 years will only continue and scholars can only hope to try and keep the doors of communication open by providing access to publications and fighting the high costs of the commercial publishers.
Cited Works Bordons, M. & Gomez, I. (2000). "Collaboration Networks in Science." The Web of Knowledge: A Festschrift in Honor of Eugene Garfield. Medford: Information Today. Coleman, A. (July/August 2002) Interdisciplinarity: The Road Ahead for Education in Digital Libraries. D-Lib Magazine, 8. Retrieved May 2, 2004 from the World Wide Web: http://www.dlib.org/dlib/july02/coleman/07coleman.html Create Change. (2000). Scholars Have Lost Control: The Transformation of Scholarly Communication Into Big Business. Retrieved May 4, 2004 from the World Wide Web: http://www.createchange.org/faculty/issues/scholars.html Cronin, B., Atkins, H. B. (2000) The Scholar's Spoor. The Web of Knowledge: A Festschrift in Honor of Eugene Garfield. Medford: Information Today. Internet Public Library. (2004) About the IPL. Retrieved May 6, 2004 from the World Wide Web: http://www.ipl.org/ Ogburn, J. "Scholarly Communication, 2002." University of Washington Library Newsletter. Retrieved May 4, 2004 from the World Wide Web: http://multilibraries.missouri.edu/engr/schcomm.htm Takahshi, D. (2004) Monster Librarian at Work. Retrieved May 7, 2004 from the World Wide Web: http://www.siliconvalley.com/mld/siliconvalley/7870991.htm Taylor and Francis Group. (2004). International Journal of Remote Sensing. Retrieved May 6, 2004 from the World Wide Web: http://www.tandf.co.uk/journals/titles/01431161.asp University of Arizona Library. (2004). Library Resources Spending Reductions 2004-2005. Retrieved May 6,2004 from the World Wide Web: http://www.library.arizona.edu/library/teams/sst/ua_libraryexpenditures.htm University of New Mexico Library . (2004). The Crisis in Scholarly Communication. Retrieved May 4 2004 from the World Wide Web: http://hsc.unm.edu/library/sc/