An Introduction to Data Visualisation For Open Access advocacy Marieke Guy Marieke.guy@okfn.org 18/09/2018 An Introduction to Data Visualisation

PASTEUR4OA http://pasteur4oa.eu/ PASTEUR4OA: Open Access Policy Alignment Strategies for European Union Research EU-funded project 2014 – 2016 Supports the development and/or reinforcement of open access strategies and policies at the national level and facilitate their coordination among all Member States 15 partners across Europe Key nodes - Europe-wide network of centres of expertise on open access and scholarly communication EC’s policy for Open Access in Horizon 2020 is the foundation of the PASTEUR4OA advocacy work 18/09/2018 An Introduction to Data Visualisation

ROARMAP http://roarmap.eprints.org/ ROARMAP: Registry of Open Access Repository Mandates and Policies Searchable international registry charting the growth of open access mandates adopted by universities, research institutions and research funders PASTEUR4OA work involved developing a new classification scheme for the registry Project has also added almost 300 new policy entries to the ROARMAP database. On 24th August 2015 contains 725 policies. Interesting data, wanted to show in interesting ways! 18/09/2018 An Introduction to Data Visualisation

WRITING A SPECIFICATION

Data Viz Brief http://pasteur4oa-dataviz.okfn.org/ Exploit the ROARMAP database and create visuals to be produced for advocates to use in presentations, literature etc. Develop ways to show the statistics in an attractive form, e.g.: Maps (Europe, the world, individual continents) showing where policies are Charts showing data such as funder type, what is mandatory, etc. Create interactive online visualisations using data dumps Use live data if possible For policy makers, institutions, researchers, individuals 18/09/2018 An Introduction to Data Visualisation

Spec: Things to think about What is the budget for the work? How much time and resources are available for the work? How will you get the data out of the system it is in? API, URL or other? Where will you store the visualisations? Where will you store the new data created? Will you release it openly? How often will the data be updated? Who can help you with your work? What is genuinely do-able? 18/09/2018 An Introduction to Data Visualisation

From Tableau 18/09/2018 An Introduction to Data Visualisation

DECIDE EARLY ON THE QUESTIONS YOU WANT TO ANSWER

TALK TO EXPERTS AND SEE WHAT THEY THINK

CHOOSING DATASETS

Open Access Policies by country – shows the top 10 countries From Infogram 18/09/2018 An Introduction to Data Visualisation

ROARMAP data - http://roarmap.eprints.org/ Data Sets Used ROARMAP data - http://roarmap.eprints.org/ Open Access (OA) policy effectiveness study – collected by PASTEUR4OA Project Bibliographic metadata indexed by the Thompson-Reuters database (WoK) - http://wokinfo.com/ Publication date was estimated based on the Altmetrics database and WoK publication date - http://www.altmetric.com/ 18/09/2018 An Introduction to Data Visualisation

Data Sets: Things to think about Is it a reputable source? Is it openly available? How up to date is the data? Is the data easy to get out and work on? Has the data been manipulated? Are there omissions of data? Will you need to combine data sets? Do you need to add in other data e.g. country codes/names 18/09/2018 An Introduction to Data Visualisation

From Tableau 18/09/2018 An Introduction to Data Visualisation 14

MANIPULATING DATA

Useful Excel Functions Sum – adding up Count – the number of cells in a range that have numbers in them Vlookup - lets you search for specific information in your spreadsheet Concatenate – lets you combine text from different cells into one cell Trim – removes extra spaces Substitute – like replace but more versatile Sheet/page layout – hide rows, filter data, lock columns etc. 18/09/2018 An Introduction to Data Visualisation

Data: Things to Think About You do need to be able to use excel…well Have you checked your data recently? Have you saved versions of your data and labelled them well? Are you keeping notes about what you are doing? Are you being consistent with your data? Make sure you document processes Countries can be tricky – make sure you are clear and consistent 18/09/2018 An Introduction to Data Visualisation

REGULARLY CARRY OUT SANITY CHECKS ON THE DATA

From Tableau 18/09/2018 An Introduction to Data Visualisation

CONTROL HOW YOUR SPREADSHEET IS LAID OUT - LESS IS MORE

LEARN EARLY ON HOW TO REPLACE YOUR DATA SET IN THE TOOL

SAVE REGULAR VERSIONS OF THE DATA

Open Access Policies Worldwide by Continent From Infogram 18/09/2018 An Introduction to Data Visualisation

CHOOSING TOOLS

Tools Used http://selection.datavisualization.ch/ Tableau Public: http://public.tableau.com/s/ Open Refine: http://openrefine.org/ Python Pandas: http://pandas.pydata.org/ Many Eyes: http://www-01.ibm.com/software/analytics/many-eyes/ CartoDB: https://cartodb.com/ Raw: http://raw.densitydesign.org/ Datawrapper: https://datawrapper.de/ Infogram: https://infogr.am Easel.ly: http://www.easel.ly/ Piktochart: http://piktochart.com/ http://selection.datavisualization.ch/ 18/09/2018 An Introduction to Data Visualisation

PLAY WITH LOTS OF TOOLS AND THEN COMMIT TO ONE OR TWO

HAVING SEVERAL MACHINES TO USE CAN BE USEFUL

From Tableau 18/09/2018 An Introduction to Data Visualisation

Tools: Things to Think About Does it cost to use? What is the licence? Do you have the correct OS? Can you get the visualisation out of the tool? Can you link to live data? Can you embed it? Can you make a graphic of it? Can you download it? Does the tool expect you to be able to programme? 18/09/2018 An Introduction to Data Visualisation

DELIVERING DATA VISUALISATIONS

Delivery: Things to Think About Does it cost to use? What are the infographics going to be used for? What format should they be in? Is there a colour theme? What colours look good? Can you create a custom palette Can you distinguish between different parts of the chart? Is it clear what question the visualisation is answering? Is there enough information on the data visualisation? Is there a heading, comment box, labels, annotation, legend etc.? Is the result honest? Make sure you document where all the visualisations are 18/09/2018 An Introduction to Data Visualisation

WORKING ON LIVE DATA IS A WHOLE DIFFERENT BALLGAME

Live data From Google maps 18/09/2018 An Introduction to Data Visualisation

Useful Links Data viz site: http://pasteur4oa-dataviz.okfn.org/ Github site: https://github.com/okfn/PASTEUR4OA-dataviz/ Pad: https://pad.okfn.org/p/pasteur4oa-data-viz My Tableau profile: https://public.tableau.com/profile/marieke.guy#!/ My infogram profile: https://infogr.am/mariekeguy Live ROARMAP data: http://bit.ly/1Ri7rjl Data stored at: https://zenodo.org/deposit/36339/ Seeing data : http://seeingdata.org/about-seeing-data/ 18/09/2018 An Introduction to Data Visualisation

Open Access Policies Worldwide by Continent From Infogram 18/09/2018 An Introduction to Data Visualisation

http://pasteur4oa-dataviz.okfn.org/

Thanks! Contact… Marieke Guy, Open Knowledge Marieke.guy@okfn.org www.pasteur4oa.eu 18/09/2018 An Introduction to Data Visualisation