Tina Long Moir Vice President, Business Development RefWorks, LLC. tmoir@csa

1. The Need for Research Management Tools in Today’s E-Research WorldOCUL: A Bibliographic Case Study Tina Long Moir Vice President, Business Development RefWorks, LLC. tmoir@csa.com

2. 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

3. 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

4. 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 Client BenchMarks

5. 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.

6. Researchers View…..Search and Management ?

7. 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

8. 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

9. 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

10. Average Articles Read Per Year Per University Faculty Member Average number of articles read per researcher *280 with outliers

11. Average Articles Read Per Year Per Faculty Academic Discipline Year of Studies

12. Average Minutes per Article by University Faculty Member Average Minutes Per Article Year of Studies

13. 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…..

14. “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

15. 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

16. 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

17. 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

18. 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.

19. E-Journals (Science Server) Get It! (SFX) A&I Search (CSA Illumina) RACER (VDX) RefWorks (Management Tool) Scholars Portal Integration • using standards- based linking, the services of the portal are integrated to support the workflow of researchers External A & I Databases External Full-Text Resources

20. Search dozens of the best bibliographic databases simultaneously Search

21. Browse • Browse 7,300 scholarly journals from 20 publishers

22. Locate • Connect to full-text versions of 8.7M articles in the Scholars Portal collection

23. Locate • Or connect to full-text articles from more than 400 scholarly publishers

24. Save • Mark records and save them to personal folders in RefWorks

25. Share • Share folders with colleagues, a class, or the world

26. 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

27. 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.

28. Opportunities and Challenges Opportunities • 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)

29. RefWorks Accounts- First Year Introduction

30. Citations Captured

31. Types of Users

32. Users by Subject Disciplines

33. Monthly Users & Sessions

34. Reason for Use

35. 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

36. Thank you! Questions?