Digital Science, in conjunction with iAnnotate 2015 Conference, presents:

CHALLENGES AND SOLUTIONS IN SCHOLARLY INFORMATION MANAGEMENT: the changing face of research and the resources evolving to support it

Wednesday, 22 April 2015
San Francisco, CA
Golden Gate Room of the SF Fort Mason Conference Center


Today’s research institutions are under tremendous pressure to become more efficient in how they manage research information, whether in the lab or in the library. They want smarter ways to help faculty manage and share their research data, and track their research output. They want more options when it comes to procuring scholarly resources and understanding scholarly impact. Join us on April 22nd 2015 for a series of enlightening conversations between academic institutions and the providers of some of the best new software solutions addressing institutional and researcher “pain points” in the scholarly information management space.


KEYNOTE: MacKenzie Smith, University Librarian, UC Davis


8:45-9:15 Breakfast

9:15-9:30 Welcome and introduction, Amy Brand, VP Academic and Research Relations, Digital Science

9:30-10:00 Reproducibility, data collection, and laboratory management technologies

Speaker: Louis Culot, CEO Biodata/Labguru

Abstract: With a surprising number of landmark studies unable to be reproduced by other laboratories, the NIH and other funding agencies are requiring laboratories to take concrete steps to improve the status quo. In this talk I explore elements of the problem and how researchers can take advantage of new data capture and experiment planning technologies to overcome these hurdles.

10:00-10:30 Experience with an e-notebook and lab logistics system to effectively catalogue digital data, and managing projects digitally across larger teams

Speaker: Kathryn Ivey, Director of the Gladstone Stem Cell Core, Gladstone Institutes

10:30-10:45 Coffee break

10:45-11:15 Global view of grant funding with UberResearch

Speaker:  Ashlea Higgs, Co-founder, UberResearch

Abstract: With a global database of grant funding and tools for institutional comparisons, categorization, portfolio analysis, and peer review, UberResearch will share case examples from working with research funders and universities, in particular research development and institutional research. Who funded whom, for what, how much, and when? How do we compare to our peers? Funding trends, mapped to our interests?

11:15-12:15 The changing metrics landscape and the role of altmetrics

Panelists: Sara Rouhi, Product Specialist, Altmetric; Anirvan Chatterjee, Director, Data Strategy CTSI at UCSF

Abstract: Institutions and researchers are facing increasing pressures from management, funders, and governmental reviews to demonstrate the impact and engagement their research is achieving beyond academia. Traditional metrics such as citation counts and the impact factor provide little evidence or context to support this, and research administrators are now looking to other indicators to help them demonstrate the value of their institution’s output. Alternative metrics, or ‘altmetrics’, are becoming an increasingly widespread solution for gathering this insight. But what are they, and how can they be used? In this session Altmetric Product Specialist Sara Rouhi will be joined by Anirvan Chatterjee, Director of Strategy at UCSF, to explore how and why institutions are incorporating altmetrics data into their existing workflows, and explain how Altmetric and the tools we offer can support this now and in the future.

12:15 to 1:15  Lunch and keynote address, MacKenzie Smith

Libraries and the Digital Transformation Every aspect of scholarship, research, and education is undergoing transformation in the digital age, and libraries that support and record these endeavors are re-thinking their fundamental roles and responsibilities in the new environment that is emerging. What constitutes the record scholarship in the age of Big Data? How do we insure a scholarly record when digital resources don’t last for an academic career? What role should the library play when scholarship can be freely available online from anywhere? These are some of the questions driving the transformation of libraries alongside interdependent scholarly activities. The talk will describe how libraries are thinking about these questions and approaches that are developing to address them.

1:15-2:30 Navigating the data management ecosystem

Panelists: Dan Valen, Product Specialist, figshare; Jonathan Cachat, CLIR Postdoctoral Fellow in Data Curation; Amy E. Hodge, Science Data Librarian at Stanford University; John Kratz, CLIR Postdoctoral Fellow in Data Curation

Abstract: With increasing financial, social, and ethical pressure on the knowledge-based community to make research as widely available and accessible as possible, the policies around open data are reigniting the conversation on what universities can do to collect and disseminate the assets generated at their institutions. This group discussion will touch on the hurdles that researchers and institutions face in improving research data management while also highlighting some of the educational resources and solutions available for working more efficiently with data.

2:30-3:15 Collaborative writing technologies: Overleaf for institutions

Panelists: John Hammersley, co-founder/CEO Overleaf; Helen Josephine, Head of the Terman Engineering Library at Stanford University

Abstract: Overleaf is a cloud-based collaborative writing and reviewing tool developed by the team behind the popular WriteLaTeX editor. Overleaf is making science and research faster and more efficient by whole scientific process into one place, from idea to writing, to review, to publication. Overleaf’s rapidly growing service is already serving more than 150,000 authors worldwide, and is now supporting universities and research centers with Overleaf for Institutions.

John Hammersley will chronicle the creation and development of this award winning technology and its use within various institutional settings.

Helen Josephine will then discuss the Stanford-Overleaf institutional trial – why Stanford chose Overleaf, what the trial involves, and the response received from the staff and students who’ve been using Overleaf in 2015. Real world examples of how Overleaf has been used and embraced by researchers and institutions will be given.

3:15-3:30 Coffee break

3:30-4:45 Institutional management of faculty information

Panelists: Catherine Mitchell, Director of eScholarship Publishing, CDL; Julia Hawks, VP North America, Symplectic; Meg Buzzi, Director of Opus

Abstract: Faced with increased calls to better understand and disseminate information about the research activity carried out by their researchers, many research-intensive institutions are looking for ways to collate the often fragmented data maintained across an institution. This panel will reflect on how institutions are tying together disparate systems and data sources to centralize faculty information and in the process reduce administrative burden by repurposing these valuable data in a myriad of ways.

4:45-5:00 Closing remarks, Daniel Hook, Head of Metrics, Digital Science; Co-founder, Symplectic

5:00-6:30 Reception will take place at Interval at Long Now –  2 Marina Blvd, San Francisco, CA 94109

Speaker Bios

Amy Brand joined Digital Science in 2014 as VP Academic and Research Relations and VP North America to manage the US offices and develop commercial, policy, and research relationships with North American research institutions. From 2008 to 2013, Brand worked at Harvard University, first as Program Manager of the Office for Scholarly Communication and then as Assistant Provost for Faculty Appointments and Information. Before moving to Harvard, she held long-term positions as an Executive Editor at the MIT Press and as Director of Business and Product Development at CrossRef. Brand was a founding member of the ORCID Board of Directors and regularly serves in advisory roles for key community initiatives in digital scholarship. She holds a B.A. in linguistics from Barnard College and a PhD in cognitive science from MIT.

Meg Buzzi is the Director of Opus – the enterprise faculty information system at UCLA. Ms. Buzzi has over 15 years of management experience in higher education and public sector technology planning. By focusing on authenticity in the workplace, she leads teams and organizations through complex and strategic change initiatives. She has consulted on organizational development, agile team building, knowledge management, and technology transfer. She is a graduate of the University of Pittsburgh and the Iowa Writers’ Workshop.

Jonathan Cachat is a CLIR Postdoctoral Fellow in Data Curation at UC Davis. Throughout his academic career, Jonathan has worked at the intersection of biomedical research, data science and information management. His graduate research integrated innovative data analysis techniques, adopted from divergent disciplines, with behavioral psychopharmacology and social neuroscience research methodologies. During this time, Jonathan also contributed to the Neuroscience Information Framework (UCSD;, a resource description framework and semantic deep search strategy for locating, accessing, and utilizing data, resources and tools available for neuroscience research. As a CLIR Fellow, he is actively participating in the development and expansion of the Library’s Data Services Team and the Data Science Initiative at UC Davis. Jonathan is a strong advocate for the user experience, regularly communicates with active researchers on data-related needs and brings these perspectives to the data management discussion.

Anirvan Chatterjee is the Director of Data Strategy at UCSF’s Clinical & Translational Science Institute. He was previously founder/CEO of, a pioneering vertical ecommerce search engine for new, used, rare, and out-of-print books, a subsidiary of Anirvan studied information science at UC Berkeley’s School of Information Management & Systems. His interests include the consumer web, user experience, search design, communications, creative data analysis, open source, and open data. Recent projects include UCSF Profiles and its API platform, UCSF Cores Search, UC TrialQuest, UCSF DataShare, the CTSI Data Shoebox, the Research Gateway pilot, UCSF Science Connect Twitter automation pilot, and a wide variety of search, bibliometric, data mining, and open source projects.

Louis Culot was appointed CEO of BioData/Labguru, the web-based research and lab management service, in 2014. Culot most recently served as VP Marketing and Business Development at BioDiscovery Inc., developer of genomics software for life science research and clinical applications. Previously, Culot worked for 17 years with CambridgeSoft Corporation in roles including VP Enterprise Applications and Executive Director of Research Informatics. Prior to its 2011 acquisition by PerkinElmer, Inc., (NYSE:PKI) for over $200 million, Culot initiated and led CambridgeSoft’s transition into an enterprise solutions firm focused on life-science research.

John Hammersley: Mathematician; physicist; dancer. Co-founder of Overleaf and previously on the leadership team at Ultra PRT. Passionate about science and making a difference in the world.

Julia Hawks is based in Pittsburgh, Pennsylvania where she leads Symplectic’s North American business with a particular focus on client relationships, local initiatives, and sales and marketing strategy. Julia has been working with academic institutions around the globe since 2001 in a variety of roles centered around account management, product specialization, and training. These roles enabled Julia to gain a deep insight into the academic community, particularly the function and future of university libraries, during one of the most significant periods of their histories: the universal shift from traditional print materials to electronic resources. More recently, her focus has been on research evaluation and how technology, data, and bibliometrics can add value to research assessment exercises and institutional review.

Ashlea Higgs is one of the founders of ÜberResearch, and has a track record of building and taking to market information solutions for governments, corporations, and academia. Before co-founding ÜberResearch, Ashlea worked at Elsevier for four years and was most recently Head of Government Products for SciVal, building and implementing information solutions for funding and research management customers globally. Prior to joining SciVal and Elsevier in 2009, Ashlea was with INPUT (now Deltek) helping government agencies spend more wisely and helping government contractors pursue contracts and teaming relationships. Ashlea studied finance and management at the Wharton School, University of Pennsylvania, in Philadelphia Pennsylvania. Ashlea lives with his family outside of Washington, D.C.

Amy Hodge joined Stanford Libraries’ Science and Engineering Resource Group as the Science Data Librarian in June 2012. She works with the Stanford research community on improving research data management and, in particular, on the preservation of research data in the Stanford Digital Repository. Prior to joining Stanford Libraries, Amy worked on scientific databases in the biotech and biofuels industries, developing methods for collecting and synthesizing sophisticated information into easy-to-understand formats. Amy has a PhD in Molecular Biophysics and Biochemistry from Yale University.

Daniel Hook. Before founding Symplectic, Daniel worked in professional programming in telecommunications, writing software for a call routing/cost optimisation product, which now runs in a number of telecoms providers worldwide. He has written in C++, C#, VB.NET, VB 6 and SQL, and has been involved with structural database development for a Content Management System in Imperial College London. In addition to Daniel’s programming and corporate experience he continues to play an active role in theoretical physics research. His interests include quantum statistical mechanics, the application of geometric tools to quantum theory, PT-Symmetric quantum theory, complexification of classical mechanical systems, information geometry and social network theory.

Kathryn Ivey. Dr. Ivey’s research focuses on the regulation of cardiac-cell fates. She uses both animal models and cultured cells to study normal and pathological developmental processes. As the Director of the Gladstone Stem Cell Core, she oversees training, equipment and other resources for cutting-edge stem cell research used both by investigators at both Gladstone and UCSF. Dr. Ivey came to Gladstone as a Postdoctoral Scholar in 2005, and trained in stem cell biology as a California Institute for Regenerative Medicine Scholar for three years. In 2004, she earned a PhD in molecular and cell biology at the University of Texas Southwestern Medical Center in Dallas, where she studied transcriptional regulation of the developing heart.

Helen Josephine is the Head Librarian at the Terman Engineering Library at Stanford University. In this role she is the subject liaison to the faculty and students in the School of Engineering departments of Aeronautics and Astronautics, Electrical Engineering, and Management Science and Engineering. She also works collaboratively with other School of Engineering departments to develop innovative information services. The Engineering Library is known on campus for experimenting with new user services and information technologies. After re-locating to the new library in 2010, the library staff deployed a Gadget Bar for tablet devices, expanded the e-reader lending program and implemented the first on-campus library-based digital bulletin board as well as the first on-campus self-check system. Helen is a certified Project Management Professional (PMP) from the Project Management Institute and received her Master in Library Science from the University of California, Berkeley.

John Kratz is a CLIR/DLF Postdoctoral Fellow in Data Curation for the Sciences and Social Sciences at the California Digital Library. There, he investigates and advises the library on issues surrounding research data publication. He has contributed research to projects such as Dash and Making Data Count. Prior to joining the CDL, he earned a Ph.D. in biological sciences from Columbia University for work on the genetics and neurobiology that underlie the sense of touch.

Catherine Mitchell joined the CDL in 2006 as Manager of Publishing Services. Prior to that, she worked as Web Director at the Commonwealth Club in San Francisco, overseeing the creation of, among other things, a curated digital archive of significant public affairs speeches delivered at the club over the past 100 years. Her experience in scholarly publishing includes time spent on the other side of the academic house as a scholar of nineteenth-century British literature. Prior to becoming Director of Access and Publishing in 2011, Catherine served as Director of the Publishing Group, 2007-2011.

Sara Rouhi is Altmetric’s Product Specialist and Sales Manager for North America. Based in Washington DC she regularly speaks around the globe on scholarly communications, metrics and impact, and the publishing process.

MacKenzie Smith has been the University Librarian at UC Davis since June, 2012 and is responsible for all aspects of the Library’s operations and its move to integrate digital resources and information technology at the highest level to serve the academic community of the 21st Century.
Smith has been an academic research librarian since 1985, specializing in information technology and digital knowledge management. Most recently, as Research Director for the MIT Libraries, she led cutting-edge research projects in digital libraries and archives; Web applications for online scholarly communication; and digital data curation in support of e-science. She also led the development of the DSpace open source software platform for digital archives, now used by hundreds of universities world-wide and managed by a non-profit organization based in Cambridge. Smith consults widely in the library field, most recently for the Association of Research Libraries to design and lead a new E-Science Institute, helping research libraries to develop strategic plans to support digital research data curation. As a research fellow for the Creative Commons organization, she has worked extensively on intellectual property policy for scientific research data and on advocacy for Open Access to scholarly journals and other research products. She is committed to advanced teaching, learning and research through better use of technology and to transforming libraries to support 21st Century universities.

Dan Valen is figshare’s Product Specialist. Dan Valen is figshare’s Product Sales Manager. Dan joined Figshare in early 2014 as its first US-based employee. As a product specialist, he focuses on the development of Figshare in North America through community engagement, marketing and promotion, and educational outreach. Dan helps provide a lateral perspective across the research data management landscape in assessing the needs of researchers and institutions alike, while also offering guidance on current industry trends. In his previous roles, Dan spent over 6 years in STM publishing holding positions in editorial, trade publishing, and electronic content licensing.

Registration Link

Where to stay: 

Comfort Inn by the Bay
Hotel del Sol

Also, you can use Tripadvisor to locate nearby hotels in the Fisherman’s Wharf area.