Usage metrics versus altmetrics: confusing terminology?
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- Glänzel, W. & Gorraiz, J. Scientometrics (2015) 102: 2161. doi:10.1007/s11192-014-1472-7
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Recently an increasingly controversial discussion about the concepts of usage metrics and altmetrics got going at conferences and meetings in our field. While for a small group both concepts are clearly different, a large part of the community tends to regard usage metrics as a subset of altmetrics.
From our point of view this use of terminology is not appropriate, and can easily lead to unnecessary confusion and misunderstandings reflected in a distorted scientific communication.
In what follows we will argue why a distinction should be made between the two terms ‘usage metrics’ and ‘altmetrics’.
The main reason is of historical nature. Usage metrics have already been around much longer than altmetrics. In fact, usage metrics are even older than citation metrics, because librarians have been tracking usage since the beginning of their profession, ranging from basic user surveys to the usage tracking of physical journal issues and monographs to library loan statistics to the sophisticated analysis of e-media usage (e-metrics).
There is an abundance of statistics and models on library-related usage data, based on different sampling techniques, cumbersome procedures or comprehensive methods of gathering usage data for all subscribed publication types (Coombs 2005; Kraemer 2006; Franklin et al. 2009).
Acquisition strategies in libraries have therefore always relied on such usage data, complemented by citation analyses initially introduced by librarians (Gross and Gross 1927) as well and gaining momentum after the launch of the Science Citation Index by Eugene Garfield (Garfield 1972).
Versatile models of library circulation have been proposed as early as in the 1980s, when information scientists interpreted informetric distributions as dynamic systems changing in time (cf. Burrell 1980, 1990a,b; Gelman and Sichel 1987; Ajiferuke and Tague 1990) and thus brought library circulation models into the methodological context of citation processes (cf. Glänzel and Schubert 1995; Burrell 2003).
With the advent of electronic resources, particularly electronic journals, and their increasing acceptance, this resulted in a rapid change in the user preference especially since 2002 (Kraemer 2006; Schloegl and Gorraiz 2010). Usage metrics have become increasingly popular in scientometric analyses beyond librarian practices. Analyses gradually shifted from the local (e.g. Darmoni et al. 2002; Coombs 2005; McDonald 2007; Bollen and van de Sompel 2008) to the global level (Moed 2005; Schloegl and Gorraiz 2009, 2010; Guerrero-Bote and Moya-Anegón 2013). As a result, usage metrics were reintroduced as an interesting alternative to traditional citation metrics (Bollen et al. 2005, 2008; Brody et al. 2006; Duy and Vaughan 2006; Rowlands and Nicholas 2007; Wan et al. 2010), although they should rather be regarded as supplementary metrics.
The importance of usage metrics has not only been stressed for journals (cf. Bollen et al. 2005; Gorraiz and Gumpenberger 2010; Haustein 2011), but new studies have also suggested addressing not only views and downloads from e-books but also loan analyses for monographs (Cabezas-Clavijo et al. 2013).
The term “altmetrics” was introduced later than “usage metrics” (Priem et al. 2010; Priem and Hemminger 2010). As the name suggests, they are also meant as an alternative to citation metrics. In contrast to usage metrics they are based on the repercussion of whatsoever publications on the web, notably in social media, in contrast to usage metrics which, for so far, rely on e-content from publishers and other information providers. The whole concept is still in its infancy, still lacking standardization of what exactly and how this is all measured. Whereas usage metrics target downloads and views, which are the most usual proxies for usage at present, even if they rather measure the intention to use something than their actual usage (Gorraiz et al. 2014), altmetrics comprise of an abundance of very heterogeneous indicators from mentions and captures, to links, bookmarks, storage, and conversations. Of course, many social media also include views and downloads, but these are collected at different levels (often only tool-specific) and have neither the same dimension nor the same relevance as global data from publishers and information providers or local data based on library-licensed or archived e-content.
A clear distinction between usage, citations and altmetrics is also made in the altmetrics manifesto (http://altmetrics.org/manifesto/) or in the description of PLOS Article-Level Metrics (ALMs; http://article-level-metrics.plos.org/).
There is also another issue concerning data “instability” that also results in noteworthy difference between usage metrics and altmetrics. Downloads remain as stable as citations since they are linked to clearly defined document spaces, even if the “user” space might vary. As a consequence, metrics are replicable if all sources and data of production are properly documented. By contrast, altmetrics indicators are variable as these depend on both changes in the source side and user activity. Significant analyses about their evolution, historical reconstruction and instability are still missing. Keeping also in mind the different intentions and targets of these metrics we therefore recommend to use explicit terminology within the scientometric community.
One of the future challenges of scientometrics is to improve the quality and the extension of the impact assessment when analyzing research performance. Citations are an acceptable and correct proxy for the measure of the publications impact, however, only for a subset of the scientific community, namely the “publish or perish” group and only of the impact reflected by documented scholarly communication. It is common knowledge that many disciplines address much broader audiences within the scholar community and even beyond (societal impact). Usage metrics and altmetrics both allow the development of new indicators in order to gain a much broader and more complete picture of scientific communication.
Finally, the current and future role of the social media in the promotion of research output should be analysed, and how this behaviour will affect science itself.