Develop Your Future Research Portfolio Through Horizon Scanning Jon Stroll Director, Research Analytics

Develop your future research portfolio through horizon scanning Jon Stroll Director, Research Analytics

Josh Schnell Consultancy Practice Lead

November 2020 Where are you in Researchers the lifecycle of Funding sources innovation? Public & Private Potential Funders collaborators Identify Personal research reviewers Universities and Research footprint Funding Institutions Identifying data analyses portfolio RD&I landscape & capacity Career Collaborators & competitors and reporting needs for trajectories strategic decision making Accreditation by RD&I focused Corporations organizations R&D partnerships Emerging Science

Governments Strategic foresight in policy making Research assessment

November 2020 Horizon Scanning Webinar 2 Aligning your data analysis & reporting needs into action-oriented outcomes

• Answering your complex questions through Consultancy to deliver data-led Strategic Planning Research Assessment and Evaluation insights and actionable •Engage within global network • Evaluate outcomes and collaborations outcomes •Attract top talent & partnerships • Assess research capacity & strengths • Align RD&I to strategic goals •Accelerate breakthrough research

Our capabilities help you accelerate towards your goals

November 2020 Horizon ScanningInsert footer Webinar 3 Applying data and analytics against your complex questions Consultancy Framework

What are your investments in research? Are your researcher strengths aligned Your Do you have the right kind with your strategic plan? questions of research portfolio? How is it unique? How can you build teams Where does it overlap with others? of collaborators to meet your strategic Identify data How do you optimize potential? goals? and type of analyses

How is the research frontier shifting? Analyze and interpret What are the new and emergent areas of research?

Where are your research strengths and where and how can you contribute to shaping these trends and the research frontier? Deliver results

November 2020 Horizon Scanning Webinar 4 Create your future research portfolio through horizon scanning

Talk Outline 1. Citation data for strategic planning 2. Horizon scanning to identify emerging areas of importance 3. Research Fronts 4. Case studies 5. Final Thoughts

Strategic Planning Activities: • Understand strengths, weaknesses • Identify white space and gaps • Build strategy to address gaps • Get buy-in from stakeholders • Implement strategy by investing in researchers, institutions • Evaluate impact of strategy

Images and schematic adapted from: Martin Szomszor, David Pendlebury and Gordon Rogers Identifying Research Fronts in the Web of Science: From metrics to meaning ISI GRR September 2020 November 2020 Horizon Scanning Webinar 7 Strategic Planning Activities: Web of Science, • Understand strengths, weaknesses InCites & the • Identify white space and gaps Research Process • Build strategy to address gaps • Get buy-in from stakeholders • Implement strategy by investing in researchers, institutions • Evaluate impact of strategy

Detect emerging research on the horizon

Images and schematic adapted from: Martin Szomszor, David Pendlebury and Gordon Rogers Identifying Research Fronts in the Web of Science: From metrics to meaning ISI GRR September 2020 November 2020 Horizon Scanning Webinar 8 Monitoring Research and Detecting Emerging Topics: Challenge for R&D Leaders, Funders, Policymakers The knowledge structure in personalized medicine • R&D leaders, public and private funders, and science policymakers seek to conduct and support research in an efficient and effective manner, one that aligns with their missions • But evidence-based judgments about what to support are challenging given the size, scope, and speed of research today, especially given tight R&D budgets

• Need: Monitoring research trends and detecting emerging topics so that informed, timely choices can be made about participation and focused support (people,

funding, facilities) The research fronts in personalized medicine

November 2020 Horizon Scanning Webinar 9 Expertise and Scientometrics: complementary approaches

• Experts involved in foresight studies have a deep, but necessarily narrow, view of the actors and activities in their science or technology domain

• Scientometrics can provide a global view of the structure of the knowledge in the target science or technology area, and can reveal the current research topics and the authors, institutions, and countries involved

From: Popper, R. (2008) Foresight Methodology, in Georghiou, L., Cassingena, J., Keenan, M., Miles, I. and Popper, R. November 2020 Horizon Scanning Webinar 10 (eds.), The Handbook of Technology Foresight, Edward Elgar, Cheltenham, pp. 44-88. Horizon scanning solutions based on your needs Standard Customized

Institutional Clarivate capability Research Fronts expertise

Technology Watch/ Custom Landscaping Competitor Watch with Emerging Areas

Research Fronts Custom Analysis with Navigator Research Fronts

November 2020 Horizon Scanning Webinar 11 Research Fronts for Horizon Scanning Inform your strategic planning efforts

• New ISI publication: Identifying Research Fronts in the Web of Science: From metrics to meaning • A Research Front consists of a group of highly cited papers that have been frequently co-cited, indicating a close cognitive relationship • Groups of frequently co-cited papers, or “core papers”, constitute a Research Front; these create a cluster of publications focusing on a problem, methodology, or solution • Highly cited papers are defined as those that rank in the top 1% by citations received for papers of the same field and year of publication • Basic information available to subscribers of InCites Essential Science Indicators, but additional insight requires more advanced techniques Adapted from: Martin Szomszor, David Pendlebury and Gordon Rogers Identifying Research Fronts in the Web of Science: From metrics to meaning ISI GRR September 2020 November 2020 Horizon Scanning Webinar 12 Research Fronts for Horizon Scanning Mapping Research Fronts reveals important connections across disciplines

Research Front Articles (2014-2019) plotted using the ISI mapping framework. Distribution of biomedical CRISPR Research Front

Altitude corresponds to higher publication concentration.

Adapted from: Martin Szomszor, David Pendlebury and Gordon Rogers Identifying Research Fronts November 2020 Horizon Scanning Webinar 13 in the Web of Science: From metrics to meaning ISI GRR September 2020 Research Fronts for Horizon Scanning Are you well positioned to take advantage of emerging research?

Adapted from: Martin Szomszor, David Pendlebury and Gordon Rogers Identifying Research Fronts in the Web of Science: From metrics to meaning ISI GRR September 2020 November 2020 Horizon Scanning Webinar 14 Horizon scanning solutions based on your needs Standard Customized

Institutional Clarivate capability Research Fronts expertise

Technology Watch/ Custom Landscaping Competitor Watch with Emerging Areas

Research Fronts Custom Analysis with Navigator Research Fronts

November 2020 Horizon Scanning Webinar 15 Research Fronts Navigator

Research Fronts Navigator Specifications: •Delivered as a stand-alone tool •Option to choose either 50 or 200 Research Fronts •Delivers innovative and relevant metrics helping you to understand the research •Search by key word and rank by metrics to find research relevant to you •Identify funders, peers, potential collaborators, potential recruits •Hyperlinks to Web of Science November 2020 Horizon Scanning Webinar 16 Informing JST utilizes Research Front Navigator to identify frontier research areas for research Japanese funding under the ministerial STI strategy. The combination of Web of Science data, research consultation and an online dashboard has enabled JST to provide evidence on key future areas for organization leaders and policy makers to promote innovation in science and policy technology.

We provided JST with this analysis in an online JST utilizes Research Front platform – the Research Navigator to identify Fronts Navigator – which frontier research areas for allowed them to present research funding under the findings to an the Ministry of Education, audience of 2,000 Culture Sports, Science experts and get their and Technology (MEXT) feedback on which areas STI strategy. were most important.

November 2020 Horizon Scanning Webinar 17 Horizon scanning solutions based on your needs Standard Customized

Institutional Clarivate capability Research Fronts expertise

Technology Watch/ Custom Landscaping Competitor Watch with Emerging Areas

Research Fronts Custom Analysis with Navigator Research Fronts

November 2020 Horizon Scanning Webinar 18 Research Area Landscape and Emerging Research Areas Quantum Computing Case Study • How much research has taken place? Step 1 • Where has the research been published? Quantum • Who are the leading institutions? Computing • Who has been actively funded for research? landscape • What are the subtopics in this field?

• Which subtopics have been producing more research in Step 2 recent years? • How fast has research in these subtopics accumulated Emergence of citations? subtopics • Which subtopics have US researchers been focused on recently?

Step 3 • What are the countries and Key players in institutions with significant research Analog vs. Digital activity? Quantum • Who are the key experts and rising Computing stars in the subtopic? November 2020 Horizon Scanning Webinar 19 Research Step 1 - Quantum Computing Landscape Institutions

Area Trends

Subtopics

Funding Agencies

Patenting

November 2020 Horizon Scanning Webinar 20 Step 2 - Subtopic Analysis (Emergence)

Mean SubTopicTitle Mean PublicationYear 01 Quantum simulation of spin ## 2009/07 03 Characterizing quantum states ## 2010/01 05 Quantum Computing Algorithms ## 2009/08 06 Quantum Key Distribution ## 2010/01 09 Viable Qubit technology ## 2010/04 10 Decoherence ## 2010/01 11 Quantum optics / sensing ## 2010/01 12 Quantum Effects on Condensed Matter Physics ## 2009/07 17 Condensed matter physics / electronics ## 2009/01 19 Cavity Quantum Electronics ## 2009/11 20 Theoretical Quantum Mechanics ## 2010/01 21 Condense matter ## 2010/01 23 Quantum superconductors ## 2009/08 24 Quantum communications / quantum optics ## 2009/08 25 Optimization algorithms implemented on quantum computers ## 2010/03

November 2020 Horizon Scanning Webinar 21 Institutional Step 3 – Comparisons Analog v Digital Deep Dive

Researcher Analysis

November 2020 Horizon Scanning Webinar 22 Horizon scanning solutions based on your needs Standard Customized

Institutional Clarivate capability Research Fronts expertise

Technology Watch/ Custom Landscaping Competitor Watch with Emerging Areas

Research Fronts Custom Analysis with Navigator Research Fronts

November 2020 Horizon Scanning Webinar 23 • Science mapping based on emerging research Strategic Planning areas was selected for strategic planning Case Study: Custom Analysis with Research Fronts • Funder was under time constraint to provide evidence to strategic planning process • Challenges encountered by a Canadian • Both community of experts and public Government agency stakeholders must understand and engage doing future planning with the same evidence for a research portfolio • Strategy team had limited bibliometric in next generation energy systems expertise

Research Fronts selected as evidence base for the development of a narrative that connects today’s scientific research with the energy system of tomorrow.

November 2020 Horizon Scanning Webinar 24 11 thematic clusters were Evidence needed for experts and public stakeholders identified based on the similarity between 201 energy system- How to define research portfolios for consideration? relevant emerging research areas (ERAs). These clusters varied in size, each grouping between 2 Research Fronts and 39 ERA and their 880 to 44,000 associated publications .

A collection of approximately 800 energy related Research Fronts was analyzed to find those that overlapped the most with research in energy systems.

November 2020 Horizon Scanning Webinar 25 • Thematic clusters were translated into Strategic Planning Case Study: Custom Analysis narratives the included a consideration of with Research Fronts capabilities required and societal needs addressed • Translation, validation • and lessons learned Core and peripheral clusters point to underscored the value different modes of moving forward of evidence to foster • Validation from experts confirmed themes, dialogue but surfaced gaps and biases • Evidence is essential, but conversation around the data is crucial to aligning values and expectations for the future

November 2020 Horizon Scanning Webinar 26 Horizon scanning solutions based on your needs Standard Customized

Institutional Clarivate capability Research Fronts expertise

Technology Watch/ Custom Landscaping Competitor Watch with Emerging Areas

Research Fronts Custom Analysis with Navigator Research Fronts

November 2020 Horizon Scanning Webinar 27 More Reading on Research Fronts for Horizon Scanning and Science Policy Times Higher Education analyzes Research Read the ISI Global Research Fronts in US-China Policy context Report on Research Fronts

November 2020 Horizon Scanning Webinar 28 Convergence Research: One final thought about strategic planning:

• Facilitating Transdisciplinary Integration of Life Sciences, Physical Science, Engineering, and Beyond • 2014 • US NASEM

November 2020 Horizon Scanning Webinar 29 EAGER from NSF/OIA Exploring Convergence Award Date: 09/03/2020 Award Period of Performance: Start Date: 10/01/2020 Research: An Initial End Date: 04/30/2021 Examination of What It Means and What It Hopes to Accomplish The purpose of this exploratory research is to understand how “Convergence Research” has been conceptualized and implemented. The goal of the proposed research for EAGER funding is to build on the established literature and leverage existing NSF work to develop a Project PIs deeper understanding of the conceptual foundations of Convergence Joy Frechtling (Westat) Research, how it is practiced and its focus, and lay the groundwork for Gary Silverstein (Westat) creating an assessment framework for supporting, documenting and enhancing NSF’s programs that invest in the research area. Project team members Anand Desai (Clarivate) The proposed research will provide the scaffolding for creating a framework for describing the conceptual Dean Evasius (Univ of Virginia) underpinnings of Convergence Research and equally important, an understanding of its practice and research Lisa Gajary (Clarivate) products and outcomes. It is especially useful to have a characterization of Convergence that is meaningful at the Shalini Misra (Virginia Tech) scale of an individual project. Josh Schnell (Clarivate) • Task 1: Literature Review and Bibliometric Landscape Analysis • Task 2: Interviews with NSF Program Officers and Principal Investigators John Wells (Westat) • Task 3: Development of a Convergence Research Theory of Change and Logic Model

November 2020 Horizon Scanning Webinar 30 Consulting services for Government, Academic, Non-Profit & Corporate

Strategic Planning Research Assessment & • Research Area Landscape Reports Evaluation • Emerging Research Areas • Logic Model Development • Research Fronts Navigator • Indicators Selection • Horizon Scanning/Technology Watch • Benchmarking & comparisons • Research Output Dashboards

Academic Research Excellence Scientific Workforce • Ranking and reputation services • KOL/Expert Identification • Research capacity analysis • Workforce Modeling • Collaboration Analysis • Faculty Hiring Strategies • Contribution to Sustainable • Researcher Migration/Gender Analysis Development Goals

November 2020 Horizon Scanning Webinar 31 Thank you for your attention!

For more information contact: [email protected]

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