IDEAS home Printed from https://ideas.repec.org/a/spr/scient/v129y2024i12d10.1007_s11192-024-05194-x.html
   My bibliography  Save this article

Why summing up bibliometric indicators does not justify a composite indicator

Author

Listed:
  • Boris Forthmann

    (University of Münster)

  • Philipp Doebler

    (TU Dortmund University)

  • Rüdiger Mutz

    (University of Zurich)

Abstract

Various bibliometric indicators have been used to assess the researchers’ impact, but composites of such indicators, namely a metric that combines various individual indicators to describe a complex construct, have received a strong critique thus far. We employ concepts from psychometrics to revisit a composite proposed by Ioannidis et al. (2020) that aimed to represent researcher impact. Based on a selected sample of highly cited researchers, our proof-of-concept study presents a psychometrically principled composite formation. Specifically, by relying on the congeneric measurement model (and related models) rooted in classical test theory, we found that one of the proposed indicators clearly violated the congeneric model’s fundamental assumption of unidimensionality, and two other indicators were excluded for redundancy. The resulting composite based on only three bibliometric indicators was found to display excellent reliability. Importantly, the reliability approached that of the composite based on five indicators, and it was clearly better than the original six-indicator composite. Further, we found rather homogeneous effective weights (i.e., relative contributions of each indicator to composite variance) for simple sum scores, and these weights were close to those calculated using an algorithm for equally effective weights. While the congeneric measurement model also showed strong measurement invariance across sexes, this model’s loadings and intercepts were not measurement invariant across scientific fields and academic age groups. Notably, we found that various derived composites correlate positively with academic age, hinting at a lack of fairness of the composites.

Suggested Citation

  • Boris Forthmann & Philipp Doebler & Rüdiger Mutz, 2024. "Why summing up bibliometric indicators does not justify a composite indicator," Scientometrics, Springer;Akadémiai Kiadó, vol. 129(12), pages 7475-7499, December.
  • Handle: RePEc:spr:scient:v:129:y:2024:i:12:d:10.1007_s11192-024-05194-x
    DOI: 10.1007/s11192-024-05194-x
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1007/s11192-024-05194-x
    File Function: Abstract
    Download Restriction: Access to the full text of the articles in this series is restricted.

    File URL: https://libkey.io/10.1007/s11192-024-05194-x?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Marek Kwiek & Wojciech Roszka, 2022. "Academic vs. biological age in research on academic careers: a large-scale study with implications for scientifically developing systems," Scientometrics, Springer;Akadémiai Kiadó, vol. 127(6), pages 3543-3575, June.
    2. Gangan Prathap, 2018. "Eugene Garfield: from the metrics of science to the science of metrics," Scientometrics, Springer;Akadémiai Kiadó, vol. 114(2), pages 637-650, February.
    3. John Horn, 1965. "A rationale and test for the number of factors in factor analysis," Psychometrika, Springer;The Psychometric Society, vol. 30(2), pages 179-185, June.
    4. Weiping Yue & Concepción S. Wilson, 2004. "Measuring the citation impact of research journals in clinical neurology: A structural equation modelling analysis," Scientometrics, Springer;Akadémiai Kiadó, vol. 60(3), pages 317-332, August.
    5. Bart Thijs & Wolfgang Glänzel, 2008. "A structural analysis of publication profiles for the classification of European research institutes," Scientometrics, Springer;Akadémiai Kiadó, vol. 74(2), pages 223-236, February.
    6. Federico Caviggioli & Boris Forthmann, 2022. "Reach for the stars: disentangling quantity and quality of inventors’ productivity in a multifaceted latent variable model," Scientometrics, Springer;Akadémiai Kiadó, vol. 127(12), pages 7015-7040, December.
    7. Yongjun Shen & Elke Hermans & Tom Brijs & Geert Wets, 2013. "Data Envelopment Analysis for Composite Indicators: A Multiple Layer Model," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 114(2), pages 739-756, November.
    8. Mutz, Rüdiger & Daniel, Hans-Dieter, 2018. "The bibliometric quotient (BQ), or how to measure a researcher’s performance capacity: A Bayesian Poisson Rasch model," Journal of Informetrics, Elsevier, vol. 12(4), pages 1282-1295.
    9. Christian Gumpenberger & Wolfgang Glänzel & Juan Gorraiz, 2016. "The ecstasy and the agony of the altmetric score," Scientometrics, Springer;Akadémiai Kiadó, vol. 108(2), pages 977-982, August.
    10. S. Wilks, 1938. "Weighting systems for linear functions of correlated variables when there is no dependent variable," Psychometrika, Springer;The Psychometric Society, vol. 3(1), pages 23-40, March.
    11. Ludo Waltman & Nees Jan van Eck, 2012. "The inconsistency of the h‐index," Journal of the American Society for Information Science and Technology, Association for Information Science & Technology, vol. 63(2), pages 406-415, February.
    12. Boris Forthmann & Mark Leveling & Yixiao Dong & Denis Dumas, 2020. "Investigating the quantity–quality relationship in scientific creativity: an empirical examination of expected residual variance and the tilted funnel hypothesis," Scientometrics, Springer;Akadémiai Kiadó, vol. 124(3), pages 2497-2518, September.
    13. Bart Thijs & Wolfgang Glänzela, 2009. "A structural analysis of benchmarks on different bibliometrical indicators for European research institutes based on their research profile," Scientometrics, Springer;Akadémiai Kiadó, vol. 79(2), pages 377-388, May.
    14. Jerry Gilmer & Leonard Feldt, 1983. "Reliability estimation for a test with parts of unknown lengths," Psychometrika, Springer;The Psychometric Society, vol. 48(1), pages 99-111, March.
    15. Michael Freudenberg, 2003. "Composite Indicators of Country Performance: A Critical Assessment," OECD Science, Technology and Industry Working Papers 2003/16, OECD Publishing.
    16. Boris Forthmann, 2023. "Researcher capacity estimation based on the Q model: a generalized linear mixed model perspective," Scientometrics, Springer;Akadémiai Kiadó, vol. 128(8), pages 4753-4764, August.
    17. Rosseel, Yves, 2012. "lavaan: An R Package for Structural Equation Modeling," Journal of Statistical Software, Foundation for Open Access Statistics, vol. 48(i02).
    18. Péter Vinkler, 2006. "Composite scientometric indicators for evaluating publications of research institutes," Scientometrics, Springer;Akadémiai Kiadó, vol. 68(3), pages 629-642, September.
    19. repec:plo:pbio00:1002501 is not listed on IDEAS
    20. Ludo Waltman & Nees Jan van Eck, 2012. "The inconsistency of the h-index," Journal of the Association for Information Science & Technology, Association for Information Science & Technology, vol. 63(2), pages 406-415, February.
    21. John P A Ioannidis & Kevin W Boyack & Jeroen Baas, 2020. "Updated science-wide author databases of standardized citation indicators," PLOS Biology, Public Library of Science, vol. 18(10), pages 1-3, October.
    22. Henk F. Moed, 2017. "A critical comparative analysis of five world university rankings," Scientometrics, Springer;Akadémiai Kiadó, vol. 110(2), pages 967-990, February.
    23. Wayne Velicer, 1976. "Determining the number of components from the matrix of partial correlations," Psychometrika, Springer;The Psychometric Society, vol. 41(3), pages 321-327, September.
    24. Boris Forthmann & Philipp Doebler, 2021. "Reliability of researcher capacity estimates and count data dispersion: a comparison of Poisson, negative binomial, and Conway-Maxwell-Poisson models," Scientometrics, Springer;Akadémiai Kiadó, vol. 126(4), pages 3337-3354, April.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Boris Forthmann & Marie Beisemann & Philipp Doebler & Rüdiger Mutz, 2025. "Reliable individual differences in researcher performance capacity estimates: evaluating productivity as explanatory variable," Scientometrics, Springer;Akadémiai Kiadó, vol. 130(1), pages 43-66, January.
    2. Zaitun Mohd Saman & Ab Hamid Siti-Azrin & Azizah Othman & Yee Cheng Kueh, 2021. "The Validity and Reliability of the Malay Version of the Cyberbullying Scale among Secondary School Adolescents in Malaysia," IJERPH, MDPI, vol. 18(21), pages 1-12, November.
    3. Carlos Miguel Lemos & Ross Joseph Gore & Ivan Puga-Gonzalez & F LeRon Shults, 2019. "Dimensionality and factorial invariance of religiosity among Christians and the religiously unaffiliated: A cross-cultural analysis based on the International Social Survey Programme," PLOS ONE, Public Library of Science, vol. 14(5), pages 1-36, May.
    4. Attanasio, Orazio & Blundell, Richard & Conti, Gabriella & Mason, Giacomo, 2020. "Inequality in socio-emotional skills: A cross-cohort comparison," Journal of Public Economics, Elsevier, vol. 191(C).
    5. Nichole Fairbrother & Fanie Collardeau & Arianne Albert & Kathrin Stoll, 2022. "Screening for Perinatal Anxiety Using the Childbirth Fear Questionnaire: A New Measure of Fear of Childbirth," IJERPH, MDPI, vol. 19(4), pages 1-23, February.
    6. Nicola Magnavita & Carlo Chiorri, 2022. "Development and Validation of a New Measure of Work Annoyance Using a Psychometric Network Approach," IJERPH, MDPI, vol. 19(15), pages 1-25, July.
    7. Lau Lilleholt & Ingo Zettler & Cornelia Betsch & Robert Böhm, 2023. "Development and validation of the pandemic fatigue scale," Nature Communications, Nature, vol. 14(1), pages 1-19, December.
    8. Bhaskar Mukherjee & Siniša Subotić & Ajay Kumar Chaubey, 2018. "And now for something completely different: the congruence of the Altmetric Attention Score’s structure between different article groups," Scientometrics, Springer;Akadémiai Kiadó, vol. 114(1), pages 253-275, January.
    9. W. Holmes Finch, 2024. "Comparison of Methods for Addressing Outliers in Exploratory Factor Analysis and Impact on Accuracy of Determining the Number of Factors," Stats, MDPI, vol. 7(3), pages 1-21, August.
    10. Golino, Hudson F. & Demetriou, Andreas, 2017. "Estimating the dimensionality of intelligence like data using Exploratory Graph Analysis," Intelligence, Elsevier, vol. 62(C), pages 54-70.
    11. Federico Caviggioli & Boris Forthmann, 2022. "Reach for the stars: disentangling quantity and quality of inventors’ productivity in a multifaceted latent variable model," Scientometrics, Springer;Akadémiai Kiadó, vol. 127(12), pages 7015-7040, December.
    12. Orazio Attanasio & Sarah Cattan & Emla Fitzsimons & Costas Meghir & Marta Rubio-Codina, 2020. "Estimating the Production Function for Human Capital: Results from a Randomized Controlled Trial in Colombia," American Economic Review, American Economic Association, vol. 110(1), pages 48-85, January.
    13. Pantea Kamrani & Isabelle Dorsch & Wolfgang G. Stock, 2021. "Do researchers know what the h-index is? And how do they estimate its importance?," Scientometrics, Springer;Akadémiai Kiadó, vol. 126(7), pages 5489-5508, July.
    14. Zoltán Krajcsák, 2021. "Researcher Performance in Scopus Articles ( RPSA ) as a New Scientometric Model of Scientific Output: Tested in Business Area of V4 Countries," Publications, MDPI, vol. 9(4), pages 1-23, October.
    15. Attanasio, Orazio & Cattan, Sarah & Fitzsimons, Emla & Meghir, Costas & Rubio-Codina, Marta, 2015. "Estimating the Production Function for Human Capital: Results from a Randomized Control Trial in Colombia," IZA Discussion Papers 8856, Institute of Labor Economics (IZA).
    16. repec:plo:pone00:0012412 is not listed on IDEAS
    17. Hauck, Jana & Suess-Reyes, Julia & Beck, Susanne & Prügl, Reinhard & Frank, Hermann, 2016. "Measuring socioemotional wealth in family-owned and -managed firms: A validation and short form of the FIBER Scale," Journal of Family Business Strategy, Elsevier, vol. 7(3), pages 133-148.
    18. Francisco J. Conejo & Lawrence F. Cunningham & Clifford E. Young, 2020. "Revisiting the Brand Luxury Index: new empirical evidence and future directions," Journal of Brand Management, Palgrave Macmillan, vol. 27(1), pages 108-122, January.
    19. Raveenajit Kaur A. P. & Kalvant Singh & Alberto Luis August, 2021. "Exploring the Factor Structure of the Constructs of Technological, Pedagogical, and Content Knowledge (TPACK): An Exploratory Factor Analysis Based on the Perceptions of TESOL Pre-Service Teachers at ," Research Journal of Education, Academic Research Publishing Group, vol. 7(2), pages 103-115, 06-2021.
    20. Brady Lund, 2019. "Examination of correlates of H-index as a measure of research productivity for library and information science faculty in the United States and Canada," Scientometrics, Springer;Akadémiai Kiadó, vol. 120(2), pages 897-915, August.
    21. Josep Freixas & Roger Hoerl & William S. Zwicker, 2023. "Nash's bargaining problem and the scale-invariant Hirsch citation index," Papers 2309.01192, arXiv.org.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:spr:scient:v:129:y:2024:i:12:d:10.1007_s11192-024-05194-x. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.springer.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.