anderson-annotation in the spectrum of engagement

NISO Webinar, January 10, 2018

Annotation in the Spectrum of Engagement

Kent R. Anderson

CEO, RedLink

About RedLink RedLink is an independent start-up devoted to

helping publishers, institutions, and end-users “see

what they’re missing” by building data and data-

related services in interesting and useful ways. Our

products include Publisher Dashboard, Library

Dashboard, SiteLeads™, RedLink Network, and

Remarq®.Q

Version of Record

HTML

Authors, Editors, Core Readers, Members

• More time on site

• Lower bounce rates for new and returning users

• More frequent visits

• More content consumed per visit

• A greater likelihood of returning in a given week

• Deeper reading

What Is

Engagement

?

Q

Private

Private notes

Highlighting

Search

Private groups

Q

Semi-public

Follow articles

Article sharing

Profiles

Protected

groups

Public

Comments

Author updates

Editor updates

Public groups

Engagement Occurs on a Spectrum

The Genius Use-case for Annotation

• Annotations initiated by editors and journalists at the

Washington Post

• Created a new article type (“annotated”)

• No annotation tool for readers, but comments on

journalists’ annotations are allowed (post-publication

moderation)

The Genius

Approach

Q

Annotation in scholarship and education

Q

• Adding or updating references

• Adding or updating data links and sources

• Promoting further research by the same author(s)

• Promoting related talks, guidelines, or reviews

• Answering questions arising from current related

events

Scholarly

Use-cases

Q

• Group collaboration or discussions

• Focused and intensive textual study and critique

• Assignment and collaboration with instructors

• Instructor-driven annotation and critique

• Project-inspired collaboration across sources

• Broader research for advanced pursuits

Education

Use-cases

Q

• Specialized annotation (e.g., math, data, figures, tables)

• Identification within the scholarly realm (disambiguation)

• Roles and relationships around the scholarly record

• Facilitating social engagement

• Creating longitudinal engagement

• HTML, PDF, and EPUB annotation

• Balancing broad annotation with journal-based

Challenges

in Scholarly

Annotation

Q

• Single user profile across sites, platforms

• Ability for users to follow other users

• Robust profile pages

• HTML PDF comments and notes

• Publisher-approved article sharing

• Editorial and author updates

• Analytics and administrative tools

How We’ve Addressed

These Challenges with

Remarq®

Q

Tools for Authors & Editors

Editors receive contextual ability to use the

Comment feature to invite experts to

comment on articles, and then can

collaborate with these experts to finalize

their comments, then “pin” them to the top

of comment threads.

Authors and editors are invited to update

users following articles.

Authors and editors can search for their

papers, and claim them to their profiles.

Remarq staff verify all claims.

Administrative Tools and Analytics

Statistics

Preferences

Authors

For Moderators

Moderators and Editors

Comments

For Editors

Statistics

Author Updates

Pinned Comments

Number of Private Notes

Number of Highlights

Number of Author Updates

Number of Public Comments

Number of Users

Number of Authors

Number of Authorships

Specify comment curation policy

Specify author update approval policy

Specify invited comment approval policyAdd authors associated with your papers

Approve claimed paper authorships

Edit author details (DOI, email address)Add and manage moderators and editors

Update or change credentials

Approve or delete comments

Review comments

Number of Author Updates

Number of authors

Approve, edit, collaborate on updates

Review author updates

Invite and manage expert commentary

Collaborate with commentators

”Pin” expert comments to frame discussion

• Create public, private, or protected groups

• Users can discuss articles, particular

sections of articles, or other topics

• Publishers or users can create groups

• Suggested groups based on user profiles

• Easy, intuitive interfaces and functions

Remarq:

Groups

Q

• Free browser plugin with core Remarq functionality

• Bridges Remarq into educational market and use-cases

• Combines with Groups to drive high engagement

• Supports group projects, classroom exercises, and

independent study

• Works across the Web

• Integrates with full Remarq implementations

Remarq™ Lite:

Collaborate

anywhere

Q

• Comparisons before and after implementation

• Comparisons within portfolios where some journals

have Remarq and others do not

• More than 60 journals involved in the dataset

• New features introduced over the time period,

including Follow Articles, ORCID integration,

MathJax, and Groups (private, protected, and public)

Results

Q

Q

Q

• Engagement is a multi-modal activity, with annotation

a part of a larger whole

• Roles help to define annotation possibilities

• Private annotation and other non-public engagement

options are more popular than public annotation

• Social connections are popular and sought after

Lessons

Q

NISO Webinar, January 10, 2018

Thank You

Kent R. Anderson

CEO, RedLink