Lee,

Disambiguating author names is indeed a difficult problem. It may have been 
mentioned on this list before, but are you familiar with ORCID? (Open 
Researcher & Contributor ID ? http://orcid.org). The number and nature of the 
participants make for a good chance of success for this initiative.

Jan Velterop

On 4 Jan 2012, at 04:09, Lee Giles wrote:

> 
> I would like to ask a counting question since all of this is based on good 
> counting
> and a great deal of faith is placed on the the counters. Even the US census
> knows the issues with doing this and resorts to capture/recapture methods
> to get things right.
> 
> Counting papers should be rather straightforward since there are databases
> which are primarily populated manually mostly by the authors themselves.
> 
> However, counting unique authors is not so straightforward; clustering
> same author mentions is nontrivial and just counting each mention leads 
> to terribly inaccurate results.
> 
> How does the UN or anyone disambiguate authors, such as the John Smith
> at Harvard from the John Smith at Berkeley or, more interestingly, from
> the H. Chen at many places? Is this a manual or an automatic method?
> Manual methods do not scale (look at DBLP) and have many
> errors - see PubMed. Do you know how many different "you's" there are in 
> health
> record or credit databases; you would be surprised.
> 
> As for automatic methods, the literature is rife with results.
> Disambiguation algorithms are notoriously temperamental and,
> depending on the parameters, can lead to over- or under- counting
> by factors up to an order of magnitude.
> 
> Best regards,
> 
> Lee Giles
> 
> On 1/3/12 9:59 AM, Arif Jinha wrote:
>> 
>> Arthur,
>> Great work.  Just trying to save you some time.  Here's what I found after 
>> working on it for about 2 years. 
>> - # of researchers in the world is reported by UN data in the Science 
>> Report. 
>> - That figure directly relates to the number of journal titles which relates 
>> directly to the number of articles, and the growth rates of articles and 
>> researchers are 1:1.  So, even if you're not interested in the number of 
>> annual articles published, it's important to note as a check on data and 
>> possibly a challenge to the evidence thus far. 
>> - There are more researchers than annual articles - about 6 to 7.  Again, a 
>> check on data or a challenge.
>> 
>> In the absence of any undertaking of reasonable time and expense to count 
>> researchers better than the UN, I've relied on that data not for great 
>> precision but because of the logical and empirical support for the internal 
>> consistency of the relationships (the self-organizing system of scholarly 
>> communication).  
>> 
>> I'm very confident in the precision of some estimates and growth rates for 
>> articles and not others, those done by Mabe (1 million annual articles in 
>> 2000, 3.4% growth of journals over 3 centuries and variability in Little 
>> Science, Big Science and Disillusionment periods) Tenopir and King (similar 
>> data in the late 1990s) and Bjork.  The 2.5 million articles frequently 
>> cited by Harnad is way off because they failed to take into account the 
>> difference in article averages - they used the article average from ISI and 
>> the number of titles from Ulrich's. There is no excuse for that.  The other 
>> estimates that are way off occur before the tools were available to get the 
>> precision needed and those are older estimtes. 
>> 
>> In addition, Bjork's work continues to cite the 3.4% average annual growth 
>> of active journals, whereas I have noted a spike in article and journal 
>> output since 2000 which is important to note.  The variations in article and 
>> journal growth are what defines Little Science (before WWII), Big Science 
>> (after WWII), Disillusionment (1970s to 2000) periods. Since the current 
>> growth rate is minimally 4.5%, we currently see a) a reversal of 
>> disllusionment, b) the highest variation in history, and c) the highest 
>> annual increase in production.  Moreover, we see a massive 10% drop in the 
>> share to the West (NA, Europe, Australia and New Zealand), as a result of 
>> globalization.  We can also see from the data minimally 20% of articles 
>> being OA now, and the current growth rate (last 5 yrs) pointing towards 50% 
>> in the next 20 years. So, I have named 2 new periods after Disillusionment - 
>> Global Science (2000 to current) and Open Science (current to future).  
>> 
>> Here are my frustrations with this research, it is rooted in the ancient 
>> research paradigms of the 20th century, which I myself had to wade through.  
>> It lacks REFLEXIVITY, and is hopelessly academic.  Academia is hopelessly 
>> unimaginative.
>> 
>> You cannot determine the future of OA by the trend alone, logically if the 
>> share of OA is already significant and growing rapidly, this alters the 
>> market, and puts pressure on publishers to react.  What will happen is that 
>> as the OA share increases, more journals will convert to OA, and more new 
>> journals will start OA. A quick look into Urlich's tells me that the 
>> increase in new OA journals is much higher than the current growth rate of 
>> Gold OA articles.  Secondly, the growth of mandates is spectacular, but the 
>> effect takes 2 years to manifest so we are only going to start to see that 
>> in the next decade.  That means an acceleration of the trends that I've 
>> pointed out is likely, begging the question as to who in their right mind 
>> would publish a Toll Access journal in the year 2030, to a global audience 
>> who will see Toll Access as a dinosaur? 
>> 
>> Major publishers, as we've seen, have started OA brands and this will 
>> continue until a major publisher converts their entire product line to OA.  
>> That publisher will be loved because they will have a useable website, and 
>> the others will start to look even more awful.
>> 
>> You cannot determine the future either by the behaviour of current 
>> researchers, since we are in the midst of a vast demographic shift from a 
>> research world dominated by Western baby boomers who are retiring or will 
>> retire in the next 20 years.  You should determine the future of OA by the 
>> behavior of future researchers who reflected the boom in the global youth 
>> population, and grew up in digital culture.  Pay attention to students.  
>> 
>> The goals of OA create this change, so you have a reflexive effect 
>> particularly when researchers are transparently advocates of OA (which is 
>> better than attempting a facade of neutrality impossible for the researcher 
>> whose choices we are concerned with).  The more you succeed in advocating 
>> OA, the more you re-arrange and accelerate the data you're studying.  But no 
>> one is talking to the students.
>> 
>> Following my research, I decided to register a new publising firm and I'm 
>> actually much more focused at the moment on creative arts and culture - so 
>> I'm using what I call an Open Creative Commercial business model.  I plan to 
>> publish scholarly communication going forward, though I'm not satisfied by 
>> the 'article' as a format since this was designed for print.  When we 
>> publish in print, there will be articles but they will have to justify their 
>> production value by being both sound scholarship and nice to read. Most 
>> journal articles are awful reads.
>> 
>> My thesis is not that nice to read because my university requires me to 
>> confine myself to 20th century conventions.  I apologize for this since you 
>> have decided to read it.  What I will do is put together a web presentation 
>> of the thesis, when I have recovered from academia.  I'm satisfied that the 
>> data shows that the research world is changing, and I can't understand why 
>> OA advocates pay not attention to students, particularly grad students since 
>> it is their culture and attitudes which will determine their legacy and the 
>> future of OA.  OA should pay attention to and encourage students, and 
>> students know more about how to use the web than their professors.
>> 
>> There are several reasons why students are Occupying campuses, and tuition 
>> is only one problem.  Respect is the mai problem.  It is like the 'Bread and 
>> Roses' strike, we want the money problem to be solved, but we want respect 
>> more than anything. 
>> 
>> There is the lack of respect for students' at universities, particularly at 
>> the biggest ones in the North/West, which is characterized by a culture of 
>> research entitlement.  That is to say, profs generally chase research money 
>> and neglect their students, adminstrators direct funds to a massive, 
>> bureaucratic institutional structure and the value and quality of education 
>> does not keep pace with social change. Students encounter outdated lessons, 
>> teaching which does not observe pedagogical knowledge, grading which 
>> discourages innovation, high debt load, and the parochial tradition of 
>> bullying students with criticism.  The criticism is largely habitual by now, 
>> since profs do not have the time to constructively assist 100s of students 
>> in their classes.  
>> 
>> Profs know and understand that the institutions are broken, but they have 
>> zero time to address problems.  The system of tenure puts forward the false 
>> notions of 'academic freedom' as if it were a carrot, whereas all it is is 
>> job security.  Thus, their days are spent chasing this carrot, and carrying 
>> the heavy workload of dealing with 20th century administration.  They are 
>> time-poor  They do this for the money. 
>> 
>> Academic freedom cannot be granted, it is inherent.  I learned that in high 
>> school when I cut class to learn about the world.  All the best critical 
>> young thinkers are fed up with a generation that has led us to crisis, 
>> failure, climate change, war, a university climate which does not tolerate 
>> the spirituality or mysticism that informs arts and culture, and that used 
>> to infuse intellect with brilliance.  In the Muslim world, I think we 
>> understand that the great towering intellects of history were all mystics.  
>> Academia and in particular social sciences,  holds giant cultural prejudices 
>> about the nature of reality, all of which were rejected by modern physics 50 
>> years ago. 
>> 
>> University today is oppression by debt and drudgery and old white folks who 
>> feelg guilty about global decline.  This will be the case until it is 
>> occupied by the love of wisdom again.  Access to scholarship and Open 
>> Science marks the end of exclusivity to scholarship reserved for elites who 
>> are members of rich institutions, and ends the cultural hegemony of 
>> accreditated knowledge. 
>> 
>> Tomorrow's researchers are going to take knowledge into vast new dimensions 
>> of integrated understanding together with the need to raise children in a 
>> world that one must admit is schizoprhenic, bipolar and 
>> personality-disordered! It is chaotic and it can only be tolerated by a 
>> student who becomes a Master, who grounds themselves in enlightenment - 
>> intellectual, spiritual, mystical and devotional.  My child's studies in 
>> Sufism will be as important as their studies in maths. There is no 
>> university today that understands any of this. 
>> 
>> Because the OA trend is irreversible and people do not require nor 
>> reasonably should place trust in peer-review anymore, all of the topics we 
>> are now interested in quickly fade, and we become interested in the action 
>> of sharing knowledge and being their own filter, doing it rather than 
>> letting institutions do it.  It would be unwise for today's university 
>> teachers to place great emphasis on publishing in journals anyway, but it 
>> would be wise for them to teach their students how to be leaders in 
>> contemporary thought, how to navigate truth and reality, and to be 
>> informationally wise, and to be fearless about the Openness paradigm - share 
>> your work! For me it's like the Blues Brothers - 'I'm on a mission from 
>> God'. lol. 
>> 
>> Now that I've finished my MA, I don't have to conform anymore and I can be 
>> myself again - mystic-philosopher-entrepreneur-occupier.  There is a lot of 
>> bitterness I need to transform into beauty, which is why I Occupy myself 
>> with the Creative Arts at the moment. Poetry, literature, music, visual art, 
>> photography, creative capitalism and mutual aid.  This was dashed off 
>> quickly, and I really ought to be on my zafu doing anapasati (that's 
>> Buddhist for 'sitting around').  Do you think, though, that there will ever 
>> space in the future for the Bohemian at university - the Alan Watts type? I 
>> hope so.  Otherwise, you'll just say to people 'I got this strange letter 
>> from this student who is probably mentally ill or on drugs'.  Ugggh. That is 
>> the Brave New World we are in.
>> 
>> If this stuff is less fun and interesting to read than my thesis, I've lost 
>> you! I wish you greatness in life, the depth of being human, and a good 
>> death.
>> 
>> 'I believe that unconditional love and unarmed truth will have the final say 
>> in reality' - MLK.
>> 
>> all the best,
>> 
>> Arif
>> 
>> yo
>> 
>>   ----- Original Message ----- 
>>   From: Arthur Sale 
>>   To: 'Global Open Access List (Successor of AmSci)' 
>>   Sent: Monday, January 02, 2012 11:43 PM
>>   Subject: [GOAL] Re: How many researchers are there?
>> 
>> 
>>   Thank you Arif.  I have read the article this afternoon (3 January) and 
>> will download and look through your thesis asap.
>> 
>>    
>> 
>>   However I feel compelled to re-emphasize to the list that I am not looking 
>> for an estimate of how many articles are published annually, or ever. The 
>> first of those pieces of data is useful for estimating what I really want to 
>> know: how many active researchers are employed in year y? Particularly 2011. 
>> Of course, it will be useful to have article counts by discipline, however 
>> rough, because publication practices differ widely between disciplines. A 
>> publication in some disciplines is worth far less than in others, the number 
>> of authors/article differs widely, and journal prestige varies at least as 
>> much.
>> 
>>    
>> 
>>   There are many other confusing factors in estimates based on article 
>> production rates which I touched on in my reply to Stevan Harnad, not least 
>> of which is the frequency of publication of equally highly respected 
>> researchers. Some publish rarely (say once every three years), others 
>> produce multiple articles per year. There are distributions in all these 
>> things which we should understand. If I mention just one, the huge disparity 
>> between articles/title in ISI and non-ISI journals listed in your article 
>> (111 vs 26, from Bjork et al) must give anyone cause to reflect! That's over 
>> 4:1, too big to gloss over.
>> 
>>    
>> 
>>   I know of course that I cannot determine exactly the number of researchers 
>> in the world, any more than anyone else can determine exactly how many 
>> articles were written or published.  As an engineer in a previous career, 
>> absolute precision in these matters is not required, rather sufficient 
>> confidence that we are in the right ballpark. Anyway, thank you very much 
>> for your help and links, which I greatly appreciate.
>> 
>>    
>> 
>>   Arthur Sale
>> 
>>   University of Tasmania
>> 
>>    
>> 
>>    
>> 
>>   From: goal-bounces at eprints.org [mailto:goal-bounces at eprints.org] On 
>> Behalf Of Arif Jinha
>>   Sent: Tuesday, 3 January 2012 5:26 AM
>>   To: Global Open Access List (Successor of AmSci)
>>   Subject: [GOAL] Re: How many researchers are there?
>> 
>>    
>> 
>>   Arthur,
>> 
>>    
>> 
>>   You're not going to be able to determine the exact number of researchers 
>> in the world and you will have to make good estimates. But there are direct 
>> relationships between the number of researchers, the number of articles 
>> published annually and the number of active peer-reviewed journals. Good 
>> sources for methodology are my thesis - 
>> http://arif.jinhabrothers.com/sites/arif.jinhabrothers.com/files/aj.pdf 
>> (defended and submitted this fall)
>> 
>>   - Article 50 million - 
>> http://www.mendeley.com/research/article-50-million-estimate-number-scholarly-articles-existence-6/
>> 
>>   Methods and data are based chiefly on:
>> 
>>   Bjork et al's studies on OA share growth 2006 to current
>> 
>>   Mabe and Amin, Tenopir and King - works 1990s to early 2000s
>> 
>>   Derek De Sallo Price - 1960s - the 'father of scientometrics.
>> 
>>   - you can get the number of article from Bjork's methods and data and mine.
>> 
>>   - you can get the number of researchers from UN data but there is ratio of 
>> researchers to publishing researchers, and publishing researchers publish an 
>> average of 1 article per year, so if you can determine good estimate for 
>> that ratio you are on your way. You have good data on growth rates of 
>> researchers, articles and journals, but growth rates have increased 
>> dramatically since 2000 as demonstrated in my thesis.  It got a bit complex 
>> and I tried to sort it best I could in my thesis.
>> 
>>    
>> 
>>   all the best,
>> 
>>    
>> 
>>   Arif
>> 
>>    
>> 
>>    
>> 
>>    
>> 
>>   ----- Original Message ----- 
>> 
>>     From: Arthur Sale 
>> 
>>     To: 'Global Open Access List (Successor of AmSci)' 
>> 
>>     Sent: Saturday, December 31, 2011 6:25 PM
>> 
>>     Subject: [GOAL] How many researchers are there?
>> 
>>      
>> 
>>     I am trying to get a rough estimate of the number of active researchers 
>> in the world. Unfortunately all the estimates seem to be as rough as the 
>> famous Drake equation for calculating the number of technological 
>> civilizations in the universe: in other words all the factors are extremely 
>> fuzzy.  I seek your help. My interest is that this is the number of people 
>> who need to adopt OA for us to have 100% OA. (Actually, we will approach 
>> that sooner, as the average publication has more than one author and we need 
>> only one to make it OA.
>> 
>>      
>> 
>>     To share some thinking, let me take Australia. In 2011 it had 35 
>> universities and 29,226 academic staff with a PhD. Let me assume that this 
>> is the number of research active staff. The average per institution is 835, 
>> and this spans big universities down to small ones. Australia produces 
>> according to the OECD 2.5% of the world's research, so let's estimate the 
>> number of active researchers in the world (taking Australia as 'typical' of 
>> researchers) as 29226 / 0.025 = 1,169,040 researchers in universities. Note 
>> that I have not counted non-university research organizations (they'll make 
>> a small difference) nor PhD students (there is usually a supervisor listed 
>> in the author list of any publication they produce).
>> 
>>      
>> 
>>     Let's take another tack. I have read the number of 10,000 research 
>> universities in the world bandied about. Let's regard 'research university' 
>> as equal to 'PhD-granting university'. If each of them have 1,000 research 
>> active staff on average, then that implies 10000 x 1000 = 10,000,000 
>> researchers.
>> 
>>      
>> 
>>     That narrows the estimate, rough as it is, to
>> 
>>              1.1M  < no of researchers < 10M
>> 
>>     I can live with this, as it is only one power of ten (order of 
>> magnitude) between the two bounds. The upper limit is around 0.2% of the 
>> world's population.
>> 
>>      
>> 
>>     Another tactic is to try to estimate the number of people whose name 
>> appeared in an author list in the last decade. Disambiguation of names rears 
>> its ugly head. This will also include many non-researchers in big labs, some 
>> of them will be dead, and there will be new researchers who have just not 
>> yet published, but I am looking for ball-park figures, not pinpoint 
>> accuracy. I haven't done this work yet.
>> 
>>      
>> 
>>     Can we do better than these estimates, in the face of different national 
>> styles?  It is even difficult to get one number for PhD granting 
>> universities in the US, and as for India and China @$#!
>> 
>>      
>> 
>>     Arthur Sale
>> 
>>     University of Tasmania, Australia
>> 
>> 
>> 
>> ------------------------------------------------------------------------------
>> 
>> 
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