Authorship

Learning Objectives

 

Describe the criteria that should apply when determining: authorship, acknowledgements, the order of authors, and the size of the publishable unit.

Given brief descriptions of cases involving authorship.  Decide between better and worse action choices and justification for the sample problems presented.

 

Relevant University of Memphis Policies and Procedures

 

Code of Conduct (http://www.memphis.edu/facultyhandbook/2007FHB_Chapter5.htm#Academic%20Misconduct)

Academic Misconduct (http://www.memphis.edu/facultyhandbook/2007FHB_Chapter5.htm#Academic%20Misconduct)

 

The following websites are relevant to the topic of authorship:

 

http://www.responsibility.research.umich.edu/casematerialsdir.html - guide

http://onlineethics.org/reseth/mod/auth.html - content

http://cpmcnet.columbia.edu/research/bio.htm - auth

http://www.councilscienceeditors.org/services_YankRennieArticle.shtml

 

Overarching Principles

 

Authorship is at the heart of the scientific process.  A foundation of trust must lie behind all publications.  Authors receive credit for work done, and they also must take responsibility for the work.  Data must be reported honestly.  Authors must accept intellectual as well as ethical responsibility for their publications.  The listing and order of authors should reflect the proper credit for the work.  Multiple authorship is not necessarily a problem, but irresponsible authorship is.  The average number of authors on scientific papers is now seven.  Multiple authorship can be a problem if no one acts a guarantor for the paper.  Someone has to take responsibility.  A simple practice of having each author record what their contribution was in a footnote can assist editors and readers to assign both credit and responsibility for different parts of the work.  A simple rule can go a long way to solving authorship problems:  If you did not do the work, do not put your name on it.

 

The following are from "Teaching the responsible conduct of research through a case study approach; A handbook for instructors". Association of American Medical Colleges, 1994.  This material is reproduced with permission (see http://www.aamc.org/copyright.htm).

 

Some Basic Guidelines in Determining Authorship

 

Providing financial and or technical support and access to facilities is not a basis for authorship.  Authorship decisions and ordering should be discussed and agreed upon in advance.  If contributions change, initial agreements may need to be renegotiated.  Status of individuals or rank should not be a basis for authorship decisions.  The principal investigator assumes overall responsibility for all publications, regardless of authorship status, unless negotiated in advance.  All authors review the final manuscript and give their approval to the corresponding author.  Fragmented publications are to be avoided.  Additional information may be provided to the editor as requested to enable full evaluation of the manuscript.  Examples are: access to original data; designation of each author's contribution in a footnote; copies of articles by authors similar to manuscript under consideration. 

 

Collaborations

 

Teams should determine each member's responsibilities, obligations, degree of participation and contribution.  Having these roles and responsibilities spelled out in a written document is ideal and can prevent problems in the future.  In general, the work climate should be characterized by openness and collegiality.  There should be mutual accountability of members to one another for carrying out the responsibilities they assume.  Senior members should provide mentorship, training and learning opportunities for junior colleagues and students.

 

Collaborations Between Faculty and Students

 

Time and effort are not by themselves grounds for authorship.  Authorship decisions should not be affected by employment status or whether a person is paid for their work.  Having a written agreement between faculty and student regarding authorship is one way to prevent disputes.  A sample agreement is appended to the end of this module.  Dialogue is encouraged at all points to resolve disagreements about authorship.  When disagreements cannot be resolved, the parties may seek mediation and resolution through their department’s established procedures for resolving grievances and academic disputes.  Authorship disputes regarding credit and order of authorship are not matters of scientific misconduct (see module on Research Misconduct).

 

Case Studies

 

From "Teaching the responsible conduct of research through a case study approach; A handbook for instructors". Association of American Medical Colleges, 1994. Cases/Questions: B2, B3, B4.  http://www.aamc.org/publications/research.htm  This material is reproduced with permission (see http://www.aamc.org/copyright.htm)

 

Case B2: Fragmented Publication

 

Esther Brezinska is an assistant professor at a medical school where she has been employed in a tenure-track appointment since completing a productive postdoctoral research fellowship five years ago.  Two years ago, she was awarded her first investigator-initiated grant from the National Institutes of Health and is now anticipating preparation of a competitive renewal application for submission next year.  Next year, she also will be evaluated for promotion to associate professor and award of tenure.

Dr. Brezinska has developed a successful technique for culturing prostatic epithelial cells.  Her NIH grant was awarded on the basis of that success and the promise that the technique holds for testing a variety of growth promoting and inhibitory substances.  Her work has important implications for the diagnosis and treatment of prostate cancer.

At this juncture, Dr. Brezinska has tested two hormones and two growth factors with positive and potentially exciting results.  Experiments utilizing five more substances are in various stages of progress, and she has plans to test at least five additional agents.  She believes that it is time to publish these results beyond the abstracts and poster presentations that she has regularly presented at meetings as the work progressed.  Now she faces a dilemma.

The most prestigious journal in her field requests authors "not to separate fragments of a study into individual reports, but rather to strive for full development of a topic."  On the other hand, she suspects that the medical school’s promotion committee emphasizes numbers of publications over the quality of content when reviewing bibliographies of candidates for tenure.  She wonders if the NIH study section that will review her renewal application will be similarly disposed.  It would be easy to write up the results of the first four experiments as a single report, since they are closely related, but it might be of strategic value to have four separate references in her curriculum vitae.

 

Questions

 

 

Case B3: Criteria for Authorship and Attribution

 

Bob Powell, a postdoctoral fellow in biochemistry, has just completed a manuscript detailing the results from the first project in which he has taken a leading role.  The focus of his project has been to discern the ways in which humans metabolize sulfites, a class of chemicals commonly used to preserve wines and dried fruits.  Although he had developed the rough outlines of the project on his own, he owes much to individuals both inside and outside his lab.  The assistance he received from others includes the following:

A colleague at another university, a toxicologist specializing in food additives, shared with Bob his previous work on the in vivo activity of sulfites, information that allowed Bob to choose the ideal animal model for the experiment--the Abyssinian field mouse.  A friend of his, who happened to be a wildlife specialist, provided Bob with much advice on rearing and maintaining a colony of Abyssinian field mice such that he would have a stable pool of animal subjects.  A highly experienced technician in the lab gave Bob advice on modifying an assay he had been using, which finally allowed him to measure successfully sulfite metabolites in mouse urine.  This technician also assisted in writing up the methods section of the paper.  The number of assays that Bob had to conduct was quite sizable and more than he could manage on his own, given other demands of the project.  Thus, an undergraduate college student collected most of the urine samples and conducted the assays yielding the data.  Finally, a senior researcher in a neighboring lab who took an interest in Bob’s career offered to review the initial drafts of Bob’s paper.  By the end of the writing process, this researcher had helped Bob outline the paper, suggested a few additional experiments that strengthened the paper’s conclusions, and made a number of editing changes in the penultimate draft that enhanced the paper’s clarity.

Questions

 

Case B4: Courtesy Authorship

 

Dr. Jonathan Perry, a tenured professor, used his sabbatical to visit the laboratory of Dr. Brian Chandler, a widely published and respected senior scientist.  During his stay in Dr. Chandler's lab, Dr. Perry hoped to learn certain techniques of molecular biology that he would employ in his own research.  To afford Dr. Perry this opportunity, Dr. Chandler assigned him a leading role in a new project that the lab was undertaking.  After seven months, laboratory work on the project was completed, and Dr. Perry returned to his own institution to begin work on a paper to report the final results.  Ultimately, many drafts of the paper were faxed back and forth between laboratories until Dr. Perry received the penultimate version from Dr. Chandler’s lab.  On this version, a new name, J. B. Martin, Ph.D., appeared among the authors listed.  Dr. Perry had never met Dr. Martin, never worked with him on any technical aspect of the project, and had never heard his name or ideas mentioned in the laboratory meetings in which the project was planned or the results discussed.

Dr. Perry called Dr. Chandler and questioned the addition of Dr. Martin as an author on the manuscript.  Dr. Chandler stated that, due to prior collaborations, it was a longstanding policy to include Dr. Martin on all publications coming out of Dr. Chandler’s laboratory.  Dr. Martin’s laboratory had a reciprocal agreement, he added.  Dr. Perry stated that he did not feel that Dr. Martin was a qualified author on this particular paper since he had not made a significant contribution to the work being published.  Dr. Chandler replied that Dr. Perry did not have the right to question the policy of a laboratory in which he had worked as an invited guest.  Dr. Perry maintained his position that Dr. Martin did not belong as an author on the paper and further stated that if Dr. Chandler insisted on including Dr. Martin’s name, then, as first author, Dr. Perry would not allow the paper to be submitted.  Dr. Chandler responded, "Well, you can withdraw your name, but the work was done here in my laboratory and we plan to submit the paper for publication."

Questions

 

Resource Articles

 

The following materials were taken from University of Minnesota educational program on Responsible Conduct of Research (http://www.research.umn.edu/ethics/modAuthorship.html) and are used with permission of the University of Minnesota.  The synopses of articles are copyright by the University of Minnesota.

 

Angell, M. "Publish or Perish: A Proposal." Annals of Internal Medicine, Vol. 104, No. 2 (February 1986), pp. 261-262.

Concerned about the way in which pressures to publish have created a diluted and unwieldy literature, the executive editor of the New England Journal of Medicine proposes limiting the number of papers considered for promotion or funding.  This, she reasons, would curtail attempts to pad bibliographies and leave the scientific enterprise with a leaner and more substantive literature.

 

Bailar, J. C., and F. Mosteller. "Guidelines for Statistical Reporting in Articles for Medical Journals." Annals of Internal Medicine, Vol. 108, No. 2 (February 1988), pp. 266-273.

This article accompanies the "Uniform Requirements for Manuscripts Submitted to Biomedical Journals" (see scientific and professional society reports/guidelines below).  It is an amplification of the statistical reporting guidelines and identifies 15 principles to follow in conducting and reporting on statistical analyses of one’s work.  This article is easy to follow and may prove particularly useful for trainees who are not comfortable with the statistical aspects of their work.

 

Broad, W. J. The publishing game; getting more for less. Science 211:1137-1139, 1981.

 

Caelleigh, A. S. "Credit and Responsibility in Authorship." (Editorial) Academic Medicine, Vol. 66, No. 11 (November 1991), pp. 676-677.

The editor of Academic Medicine discusses the ethical problems inherent in according "honorary" authorship.  She closes by encouraging efforts by journal editors and scientists to develop criteria and standards of authorship.

 

Friedman, P. J. "Standards for Authorship and Publication in Academic Radiology." Radiology, Vol. 189, No. 1 (October 1993), pp. 33-34.

The author reports on publication standards adopted by the Association of University Radiologists in May 1993.  The standards are largely consistent with those articulated by the International Committee of Medical Journal Editors and include (1) granting authorship only to individuals making intellectual contributions to the work, (2) citing primary sources of referenced ideas and information, (3) avoiding redundant and fragmented publication, and (4) taking the initiative to correct or to retract incorrect published findings.

 

Fye, W. B. "Medical Authorship: Traditions, Trends, and Tribulations." Annals of Internal Medicine, Vol. 113, No. 4 (August 15, 1990), pp. 317-325.

The author explores the history of authorship practices in the medical sciences, describing how the historically recent emphasis on quantity of publication as a criterion for promotion has led to trivial, fragmented, and repetitive papers.  The problems of multiple authorships, duplicative publication, and rapid publication are also explored.

 

Glass, R. M. "New Information for Authors and Readers: Group Authorship, Acknowledgments, and Rejected Manuscripts." Journal of the American Medical Association, Vol. 268, No. 1 (July 1992), p. 99.

In this editorial, JAMA clarifies its standards with regard to group authorship, acknowledgment, and rejected manuscripts.  All authors must sign a statement affirming that they have participated substantially in the conception and design of the work and the analysis of the data.  Individuals making important technical contributions may be acknowledged by name, but only with their permission.  The policy concerning rejected manuscripts was revised on January 6, 1993.  Originally, JAMA stated that peer reviewers would be asked to destroy rejected manuscripts, but this was revised to have reviewers return manuscripts to JAMA’s editorial staff.

 

Huth, E. J. "Guidelines on Authorship of Medical Papers."  Annals of Internal Medicine, Vol. 104, N. 2 (February 1986), pp. 269-274.

Building on guidelines set forth by the International Committee of Medical Journal Editors, Dr. Huth lays out five very explicit principles to apply in determining who merits authorship on a paper.  Participation limited to the collection of data or the provision of advice is not a contribution that of itself merits authorship, Dr. Huth points out.  These principles are further examined in the context of specific types of publications (such as "review articles," "articles reporting clinical, epidemiologic, or laboratory research," and "articles reporting a case-series analysis").  Collective authorships and the sequence of authors are also discussed.

 

Lundberg, G. D., and A. Flanagin. "New Requirements for Authors: Signed Statements of Authorship Responsibility and Financial Disclosure."  Journal of the American Medical Association, Vol. 262, No. 14 (October 1989), pp. 203-2005.

In this statement, one of the leading medical journals announces that (1) authors must sign a statement confirming that they meet or will meet five responsibilities laid out in the editorial, and (2) authors must identify in writing any financial interests they may have in the substance of the manuscript they have submitted.

 

McCarthy, P. "The Paper Mill." The New Physician, Vol. 42, No. 7 (October 1993), pp. 25-27.

The author gives an overview of two troublesome publication practices that add to the size but not to the quality of the scientific literature: (1) repetitive publication of a single work and (2) "salami" publishing (publishing small segments of a study in separate articles, rather than a single article on the entire breadth of the study).  The legal and ethical problems presented by these practices, and the means by which journals and libraries have dealt with them, are discussed.

 

Relman, A. S. "New Information for Authors and Readers." New England Journal of Medicine, Vol. 56, No. 1 (July 5, 1990), pp. _____.

In this notice, Dr. Relman, editor of the journal, specifies requirements that authors must meet in submitting abstracts and articles, many of which deal with the basic responsibilities of authorship and the avoidance of financial conflicts of interest.

 

Relman, A. S., "Publishing Biomedical Research: Roles and Responsibilities." Hastings Center Report, Vol. 20, No. 3 (May/June 1990), pp. 23-27.

Dr. Relman reviews the responsibilities and obligations of the three major participants in the publication process: authors, reviewers, and editors.  Dr. Relman notes that authors’ obligations, apart from being accurate and honest, include being economical in expression, generously acknowledging the works of others, and avoiding premature and unseemly publicity about their work.

 

Riesenberg, D., and G. D. Lundberg. "The Order of Authorship: Who’s on First?" Journal of the American Medical Association, 264, No. 14 (October 1990, p. 1857. Also [Letters] Vol. 265, No. 7 (February 1991), p. 865.

 

Editorial consensus on authorship and other matters. Lancet 1985: 2:595.

 

International Committee of Medical Journal Editors. Guidelines on authorship. Br. Med. J. 1985; 291; 722.

 

Huth,E. J. Standards on authors’ responsibilities. (Editorial) Ann. Int. Med. 1985; 103:797.

 

Sample Contract Between Student and Professor Regarding Authorship

MEMORANDUM

TO: [student]

FROM: Dr. Noitall

DATE:

RE: Supervision of Honours thesis research

Working title: ...

I undertake to supervise your thesis research on the topic of ___________ under the following conditions:

Meetings.  You are invited to join my research team and to attend the regular team meetings, which will take place about once a month during the summer months and weekly from September to May.  (The time will be arranged to fit everyone's schedules.)  While the bulk of supervision takes place in team meetings, you can also arrange individual meetings with me as needed.  You will be asked to give a brief description of your progress at least once each month to the research team.

Authorship.  If your study is implemented as planned and has interpretable results, we will jointly write up the study for submission for publication.  Assuming you complete at least a complete first draft of the article within six months of submitting the thesis, you would be assigned first authorship.  After that date, I have the option of preparing the article(s) for publication, and the order of authorship will be at my discretion.  You will have an opportunity to review the manuscript before submission in either case.  Other collaborators will be included as co-authors depending on their contribution.  I will provide references on the topic of authorship credit if you wish.

Ownership of Data.  The data you collect will be the property of the University of _______________ and will be stored subject to university regulations.  Any use of the data by others will be subject to my approval.

I hope these conditions will be acceptable to you.  Please feel free to discuss the arrangements with me.  I would like a confirmation in writing of your acceptance of this agreement.


Please Click the Button Below to Confirm Completion of this Module.
For The University of Memphis Faculty and Graduate Assistants ONLY!