The Metric Tide, a 2015 independent review into the role of metrics in research assessment, proposed five basic principles for the responsible use of metrics:

1. Robustness – Use accurate, comprehensive data.
2. Humility – Metrics support, not replace, expert judgment.
3. Transparency – Make methods and data open for verification.
4. Diversity – Reflect disciplinary and career path differences.
5. Reflexivity – Monitor and adapt metrics to avoid negative effects.

Responsible metrics (2:45 mins) by Office of Scholarly Communication, Cambridge (YouTube)

Metrics provide a valuable method to quantify the attention that research publications have received. Quantitative measures are only one method of measuring research impact. A combination of quantitative and qualitative data provides a more comprehensive picture of research activities.

A responsible approach to using metrics includes:

• Appropriate – Metrics should accurately measure what they intend to.
• Robust – Use reliable, discipline-sensitive metrics, reviewed regularly.
• Contextual – Support metrics with narrative to explain impact and engagement.
• Transparent – Share data sources and methods to ensure verification and reproducibility.

"Responsible use of metrics" by E Wood, Research Services, Waipapa Taumata Rau | The University of Auckland is licensed under CC BY 4.0

The following three key resources outline some recommended principles and practices for the responsible use of metrics.

Book cover attribution

Wilsdon, J. (2016). The metric tide: independent review of the role of metrics in research assessment and management. Sage Publications. Cover image © JL-Pfeifer / Shutterstock.com.

Consult the funder positions in relation to which metrics are appropriate for the specific purpose, and how to use those metrics to demonstrate research impact and engagement. Funding rules may change from year to year.