Comprehensive guide to quantitative science studies, citation analysis, and bibliometric tools
๐ What is Scientometrics and Informetrics?
Scientometrics and Informetrics are quantitative disciplines that study the structure, properties, and dynamics of science and information using mathematical and statistical methods. They provide objective insights into research patterns, scientific communication, and knowledge production across disciplines.
๐ฌ Core Definitions
Scientometrics: The quantitative study of science, scientific development, and scientific policy using bibliometric and other quantitative methods
Informetrics: The broader field encompassing quantitative aspects of information in any form, including bibliometrics, scientometrics, webometrics, and altmetrics
Bibliometrics: Statistical analysis of books, articles, and other publications to understand patterns of publication, authorship, and citation
Citation Analysis: Examination of the frequency, patterns, and graphs of citations in documents and literature
๐ Evolution and Current Trends (2024-2025)
The field has evolved significantly with technological advancement:
Big Data Analytics: Processing millions of publications and citations in real-time
Machine Learning Integration: Automated classification and prediction of research trends
Altmetrics Expansion: Social media mentions, downloads, and online attention metrics
Open Science Metrics: Measuring impact of open access and open data initiatives
Real-time Assessment: Dynamic tracking of research impact and collaboration patterns
๐ฏ Key Application Areas
๐ Research Assessment
Purpose: Evaluate research quality, impact, and performance
Purpose: Study relationships and connections in science
Applications:
Co-authorship networks
Citation networks
Co-word analysis
Institutional collaborations
Knowledge flow patterns
Methods: Social Network Analysis, Graph Theory, Complex Networks
๐ Fundamental Metrics and Indicators
๐ Impact Factor (IF)
IF = Citations to articles (n-1, n-2) / Articles published (n-1, n-2)
Purpose: Measures average citations per article in a journal over two years
Limitations: Subject field variations, time window constraints, manipulation potential
๐ h-index
h-index = max{h โ N : researcher has h papers with โฅ h citations each}
Purpose: Balances productivity and impact for individual researchers
Advantages: Single number summary, robust to outliers, career-long measure
๐ฏ Field-Weighted Citation Impact (FWCI)
FWCI = Citations received / Expected citations for field
Purpose: Normalizes citations by subject field, publication year, and document type
Interpretation: 1.0 = world average, >1.0 = above average, <1.0 = below average
๐ Relative Citation Ratio (RCR)
RCR = Citations per year / Expected citations per year
Purpose: NIH's field-normalized citation metric
Features: Uses co-citation networks for field definition, updated annually
๐ Introduction to Citation Analysis
Citation analysis is the examination of the frequency, patterns, and graphs of citations in documents and literature. It serves as a fundamental method in scientometrics for understanding scholarly communication, research impact, and knowledge structures within and across scientific disciplines.
๐ฏ Core Principles of Citation Analysis
Citation as Quality Indicator: Assumes cited works have contributed to citing work
Citation as Influence Measure: Citations reflect intellectual influence and knowledge transfer
Citation Networks: Documents are connected through citation relationships
Temporal Patterns: Citations show knowledge evolution and aging
Disciplinary Variations: Citation practices vary across fields
1Types of Citation Analysis
๐ Direct Citation Analysis
Forward Citations: Papers citing the target paper
Backward Citations: Papers cited by the target paper
Self-Citations: Author or journal self-referencing
Citation Counts: Raw number of citations received
๐ Co-citation Analysis
Document Co-citation: Two papers cited together
Author Co-citation: Two authors cited together
Journal Co-citation: Two journals cited together
Strength Measure: Frequency of co-citation occurrence
๐ Bibliographic Coupling
Shared References: Papers sharing common citations
Coupling Strength: Number of shared references
Contemporary Similarity: Reflects current research similarity
Network Formation: Creates research front networks
๐ Citation Context Analysis
Citation Function: Reason for citing (support, contrast, method)
Citation Sentiment: Positive, negative, or neutral citation
Citation Location: Position within the citing paper
Citation Density: Citations per page or section
2Citation Databases and Sources
๐ Major Citation Databases
Web of Science (WoS)
Coverage: 21,000+ journals across disciplines
Time Span: 1900-present (varies by database)
Strengths: Long historical coverage, citation tracking
Data: Science Citation Index, Social Sciences Citation Index
What is the citation impact of artificial intelligence research in education?
How has climate change research evolved through citation patterns?
Which authors are most influential in machine learning?
Step 2: Database Selection and Search Strategy
Search Strategy Example (Web of Science):
TS=("artificial intelligence" OR "machine learning")
AND TS=(education* OR learn* OR teaching)
AND PY=(2019-2024)
Refined by: Document Types=(ARTICLE)
Step 3: Data Collection and Cleaning
Download citation data (full records with cited references)
Remove duplicates and irrelevant records
Standardize author names and institutional affiliations
Validate publication years and document types
Step 4: Citation Network Construction
Create citation matrices (citing ร cited)
Build co-citation networks
Calculate bibliographic coupling strengths
Apply network analysis techniques
๐ป R Tools for Scientometric Analysis
R is a powerful statistical programming language with numerous packages specifically designed for bibliometric and scientometric analysis. It provides comprehensive tools for data manipulation, statistical analysis, network analysis, and visualization of citation data.
๐ฏ Key R Packages for Scientometrics
bibliometrix: Comprehensive bibliometric analysis and visualization
igraph: Network analysis and graph visualization
tidyverse: Data manipulation and visualization ecosystem
VOSviewer: R interface for VOSviewer clustering and visualization
scholar: Google Scholar data extraction and analysis
# Annual scientific production
annual_prod <- annualProduction(wos_data)
print(annual_prod)
# Author production over time
author_time <- authorProdOverTime(wos_data, k = 10, graph = TRUE)
# Top authors' production over time
library(ggplot2)
ggplot(author_time, aes(x = year, y = freq, color = Author)) +
geom_line(size = 1) +
geom_point(size = 2) +
theme_minimal() +
labs(title = "Author Production Over Time",
x = "Year", y = "Number of Publications")
๐ VOSviewer for Science Mapping
VOSviewer is a software tool for constructing and visualizing bibliometric networks. It can be used to create maps of authors, publications, journals, keywords, or terms based on co-occurrence, citation, bibliographic coupling, or co-authorship relations.
๐ฏ VOSviewer Key Features
Network Visualization: Create and display large-scale bibliometric networks
Clustering Algorithm: Advanced community detection using modularity optimization
Multiple View Options: Network, overlay, and density visualizations
Interactive Interface: Zoom, pan, and explore network details
Data Export: High-quality images and network data export
Database Integration: Direct import from Web of Science, Scopus, PubMed
1Getting Started with VOSviewer
๐ Installation and Setup
Download: Free from www.vosviewer.com
Requirements: Java Runtime Environment (JRE) 8 or higher
Platform: Windows, macOS, Linux compatible
Version: Current version 1.6.19 (as of 2024)
System Requirements
Memory: Minimum 4GB RAM (8GB+ recommended for large datasets)
Java Heap Space: Increase for large networks (java -Xmx4g -jar VOSviewer.jar)
Display: High resolution recommended for network visualization
2Creating Networks from Database Files
Web of Science Import
Export Data: Download "Full Record and Cited References" in Plain Text format
VOSviewer Import: Create map from bibliographic database files
File Selection: Choose .txt file from Web of Science
Analysis Type: Select co-authorship, co-occurrence, citation, or coupling
Example Workflow - Co-authorship Analysis:
1. File โ Create โ Map from bibliographic database files
2. Select Web of Science file (savedrecs.txt)
3. Choose "Co-authorship" analysis
4. Set unit of analysis: "Authors"
5. Set minimum number of documents: 5
6. Select authors to include (typically top 100-500)
Scopus Import Process
Scopus Data Export Settings:
- Output: CSV Export
- Information to include: Citation information, Bibliographical information, Abstract & keywords
- File format: CSV (Comma separated)
VOSviewer Import:
1. Create โ Map from bibliographic database files
2. Select Scopus CSV file
3. Choose analysis type and unit
4. Apply thresholds and filters
Available Network Metrics:
- Number of items and links
- Total link strength
- Average cluster coefficient
- Network density
- Average path length
- Centrality measures (per item)
Export Options:
- Network data (GML, GraphML, Pajek)
- Map images (PNG, EPS, SVG)
- Item and cluster statistics
- Coordinate information
๐ Real-World Applications
Explore practical applications of scientometrics and informetrics across different domains and research scenarios.
๐ฌ Research Evaluation
Assessment of individual, institutional, and national research performance
๐ Science Policy
Evidence-based science and technology policy development
๐บ๏ธ Science Mapping
Visualization and analysis of knowledge domains and research fronts
๐ฎ Trend Prediction
Forecasting emerging research areas and technological developments
๐ฌ Research Evaluation Applications
Case Study: University Research Assessment
Context: Major research university evaluating department performance for strategic planning
1Multi-dimensional Assessment Framework
๐ Productivity Metrics
Publication Output: Papers per faculty member
Collaboration Index: Average co-authors per paper
International Collaboration: % papers with foreign co-authors