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Abstract

Portfolio analysis of the publication profile of a unit of interest, ranging from individuals and organizations to a scientific field or interdisciplinary programs, aims to inform analysts and decision makers about the position of the unit, where it has been, and where it may go in a complex adaptive environment. A portfolio analysis may aim to identify the gap between the current position of an organization and a goal that it intends to achieve or identify competencies of multiple institutions. We introduce a new visual analytic method for analyzing, comparing, and contrasting characteristics of publication portfolios. The new method introduces a novel design of dual-map thematic overlays on global maps of science. Each publication portfolio can be added as one layer of dual-map overlays over 2 related, but distinct, global maps of science: one for citing journals and the other for cited journals. We demonstrate how the new design facilitates a portfolio analysis in terms of patterns emerging from the distributions of citation threads and the dynamics of trajectories as a function of space and time. We first demonstrate the analysis of portfolios defined on a single source article. Then we contrast publication portfolios of multiple comparable units of interest; namely, colleges in universities and corporate research organizations. We also include examples of overlays of scientific fields. We expect that our method will provide new insights to portfolio analysis.

Type

a

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Abstract

Using the option Analyze Results with the Web of Science, one can directly generate overlays onto global journal maps of science. The maps are based on the 10,000+ journals contained in the Journal Citation Reports (JCR) of the Science and Social Sciences Citation Indices (2011). The disciplinary diversity of the retrieval is measured in terms of Rao-Stirling's "quadratic entropy" (Izsák & Papp, 1995). Since this indicator of interdisciplinarity is normalized between 0 and 1, interdisciplinarity can be compared among document sets and across years, cited or citing. The colors used for the overlays are based on Blondel, Guillaume, Lambiotte, and Lefebvre's (2008) community-finding algorithms operating on the relations among journals included in the JCR. The results can be exported from VOSViewer with different options such as proportional labels, heat maps, or cluster density maps. The maps can also be web-started or animated (e.g., using PowerPoint). The "citing" dimension of the aggregated journal-journal citation matrix was found to provide a more comprehensive description than the matrix based on the cited archive. The relations between local and global maps and their different functions in studying the sciences in terms of journal literatures are further discussed: Local and global maps are based on different assumptions and can be expected to serve different purposes for the explanation.

Type

a