On the agreement between bibliometrics and peer review: Evidence from the Italian research assessment exercises

This paper analyzes the concordance between bibliometrics and peer review. It draws evidence from the data of two experiments of the Italian governmental agency for research evaluation. The experiments were performed by the agency for validating the adoption in the Italian research assessment exercises of a dual system of evaluation, where some outputs were evaluated by bibliometrics and others by peer review. The two experiments were based on stratified random samples of journal articles. Each article was scored by bibliometrics and by peer review. The degree of concordance between the two evaluations is then computed. The correct setting of the experiments is defined by developing the design-based estimation of the Cohen’s kappa coefficient and some testing procedures for assessing the homogeneity of missing proportions between strata. The results of both experiments show that for each research areas of science, technology, engineering and mathematics the degree of agreement between bibliometrics and peer review is—at most—weak at an individual article level. Thus, the outcome of the experiments does not validate the use of the dual system of evaluation in the Italian research assessments. More in general, the very weak concordance indicates that metrics should not replace peer review at the level of individual article. Hence, the use of the dual system in a research assessment might worsen the quality of information compared to the adoption of peer review only or bibliometrics only.