Author: Marcelo Perlin
Date: 2024-05-04

# How to use GetLattesData

#### Marcelo Perlin

#### 2024-05-04

Lattes is an unique and largest platform for academic curriculumns. There you can find information about the academic work of all Brazilian scholars. It includes institution of PhD, current employer, field of work, all publications metadata and more. It is an unique and reliable source of information for bibliometric studies.

Package `GetLattesData` is a wrap up of functions I’ve been using for accessing the data. In the past, one could download the data directly, without any manual work. Currently, 2024-05-04, a manual captcha break is necessary. Therefore, using this package requires the manual download of the zip files with the xml data.

# Example of usage

Let’s consider a simple example of accessing information about my academic CV and a coleague. Both zip files are available locally within the package as an example. If you want to run this example for other scholars, you will have to download their xml zip files from Lattes. After opening the Lattes website (see an example here), click in the XML buttom in the top righ corner. Once the captcha is once again solved, you will download a zip file with the xml content.

Since I work in the business department of UFRGS, the impact of my publications is localy set by the Qualis ranking of Management, Accounting and Tourism (`'ADMINISTRAÇÃO PÚBLICA E DE EMPRESAS, CIÊNCIAS CONTÁBEIS E TURISMO'`). Qualis is the local journal ranking in Brazil. You can read more about Qualis in Wikipedia and here.

Now, based on the zip file and field of Qualis, we use `GetLattesData` to access information available in Lattes:

    library(GetLattesData)

    # get files from pkg (you can download from other researchers in lattes website)
    f.in <- c(system.file('extdata/3262699324398819.zip', package = 'GetLattesData'),
              system.file('extdata/8373564643000623.zip', package = 'GetLattesData'))

    # set qualis
    field.qualis = 'ADMINISTRAÇÃO PÚBLICA E DE EMPRESAS, CIÊNCIAS CONTÁBEIS E TURISMO'

    # get data
    l.out <- gld_get_lattes_data_from_zip(f.in,
                                          field.qualis = field.qualis )

    ##
    ## Reading  3262699324398819.zip -  Marcelo Scherer Perlin
    ##  Found 32 published papers
    ##  Found 0 accepted paper(s)
    ##  Found 13 supervisions
    ##  Found 4 published books
    ##  Found 1 book chapters
    ##  Found 24 conference papers
    ##  Found 10 employment registries
    ##  Found 5 projects
    ## Reading  8373564643000623.zip -  Denis Borenstein
    ##  Found 75 published papers
    ##  Found 2 accepted paper(s)
    ##  Found 97 supervisions
    ##  Found 1 published books
    ##  Found 6 book chapters
    ##  Found 89 conference papers
    ##  Found 44 employment registries
    ##  Found 18 projects

The output `my.l` is a list with the following dataframes:

    names(l.out)

    ## [1] "tpesq"             "tpublic.published" "tpublic.accepted"
    ## [4] "tsupervisions"     "tbooks"            "tconferences"
    ## [7] "t_atprof"          "tprojects"

The first is a dataframe with information about researchers:

    tpesq <- l.out$tpesq
    str(tpesq)

    ## tibble [2 × 18] (S3: tbl_df/tbl/data.frame)
    ##  $ name             : chr [1:2] "Marcelo Scherer Perlin" "Denis Borenstein"
    ##  $ name_in_citations: chr [1:2] "PERLIN, M. S.;PERLIN, MARCELO;PERLIN, MARCELO SCHERER;PERLIN, MARCELO  SCHERER;PERLIN, MARCELO S." "BORENSTEIN, D.;Borenstein, Denis;Denis Borenstein"
    ##  $ last.update      : Date[1:2], format: "2024-04-22" "2018-08-24"
    ##  $ bsc.institution  : chr [1:2] "Universidade Federal de Santa Maria" "Universidade Federal do Rio de Janeiro"
    ##  $ bsc.start.year   : chr [1:2] "2001" "1981"
    ##  $ bsc.end.year     : chr [1:2] "2005" "1986"
    ##  $ bsc.course       : chr [1:2] "Administração de empresas" "Engenharia Naval"
    ##  $ msc.institution  : chr [1:2] "Universidade Federal do Rio Grande do Sul" "Universidade Federal do Rio Grande do Sul"
    ##  $ msc.start.year   : chr [1:2] "2005" "1989"
    ##  $ msc.end.year     : chr [1:2] "2007" "1991"
    ##  $ phd.institution  : chr [1:2] "University of Reading" "University of Strathclyde"
    ##  $ phd.start.year   : num [1:2] 2007 1991
    ##  $ phd.end.year     : num [1:2] 2010 1995
    ##  $ country.origin   : chr [1:2] "Brasil" "Brasil"
    ##  $ major.field      : chr [1:2] "CIENCIAS_SOCIAIS_APLICADAS" "ENGENHARIAS"
    ##  $ minor.field      : chr [1:2] "Administração" "Engenharia de Produção"
    ##  $ id.file          : chr [1:2] "3262699324398819.zip" "8373564643000623.zip"
    ##  $ last_update      : Date[1:2], format: "2024-04-22" "2018-08-24"

The second dataframe contains information about all published publications, including Qualis and SJR:

    dplyr::glimpse(l.out$tpublic.published)

    ## Rows: 107
    ## Columns: 14
    ## $ id.file            <chr> "3262699324398819.zip", "3262699324398819.zip", "32…
    ## $ name               <chr> "Marcelo Scherer Perlin", "Marcelo Scherer Perlin",…
    ## $ article.title      <chr> "Teoria do Caos aplicada aos Contratos de Café no M…
    ## $ year               <dbl> 2006, 2009, 2007, 2011, 2013, 2013, 2013, 2013, 201…
    ## $ language           <chr> "Português", "Inglês", "Inglês", "Inglês", "Portugu…
    ## $ journal.title      <chr> "READ - Revista Eletrônica da Administração (UFRGS)…
    ## $ contry.publication <chr> "Brasil", "", "", "", "", "", "", "", "", "", "", "…
    ## $ ISSN               <chr> "-", "1753-9641", "1413-2311", "1749-9135", "1679-0…
    ## $ order.aut          <dbl> 1, 1, 1, 1, 1, 1, 2, 1, 2, 1, 1, 2, 2, 1, 1, 3, 1, …
    ## $ n.authors          <dbl> 2, 1, 2, 2, 1, 3, 3, 3, 2, 2, 1, 3, 2, 4, 5, 3, 2, …
    ## $ DOI                <chr> "", "10.1057/jdhf.2009.4", "", "", "", "10.1007/s10…
    ## $ qualis             <chr> NA, NA, "A3", NA, "A4", "A3", "A4", "A1", "A2", "A4…
    ## $ SJR                <dbl> NA, NA, NA, NA, NA, 0.421, NA, 0.689, 0.163, NA, 0.…
    ## $ H.SJR              <int> NA, NA, NA, NA, NA, 27, NA, 60, 13, NA, 12, 2, NA, …

Other dataframes in `l.out` included information about accepted papers, supervisions, books and conferences.

## An application of `GetLattesData`

`GetLattesData` makes it easy to create academic reports for a large number of researchers. See next, where we plot the number of publications for each researcher, conditioning on Qualis ranking.

    tpublic.published <- l.out$tpublic.published

    library(ggplot2)

    p <- ggplot(tpublic.published, aes(x = qualis)) +
      geom_bar(position = 'identity') + facet_wrap(~name) +
      labs(x = paste0('Qualis: ', field.qualis))
    print(p)

We can also use `dplyr` to do some simple assessment of academic productivity:

    library(dplyr)

    ##
    ## Attaching package: 'dplyr'

    ## The following objects are masked from 'package:stats':
    ##
    ##     filter, lag

    ## The following objects are masked from 'package:base':
    ##
    ##     intersect, setdiff, setequal, union

    my.tab <- tpublic.published %>%
      group_by(name) %>%
      summarise(n.papers = n(),
                max.SJR = max(SJR, na.rm = T),
                mean.SJR = mean(SJR, na.rm = T),
                n.A1.qualis = sum(qualis == 'A1', na.rm = T),
                n.A2.qualis = sum(qualis == 'A2', na.rm = T),
                median.authorship = median(as.numeric(order.aut), na.rm = T ))

    knitr::kable(my.tab)

name | n.papers | max.SJR | mean.SJR | n.A1.qualis | n.A2.qualis | median.authorship
--- | --- | --- | --- | --- | --- | ---
Denis Borenstein | 75 | 3.205 | 1.4516111 | 25 | 13 | 2
Marcelo Scherer Perlin | 32 | 1.269 | 0.5723684 | 9 | 7 | 1