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构建缺陷更少的指标:理解并创建更好的衡量与激励体系。

Building less-flawed metrics: Understanding and creating better measurement and incentive systems.

作者信息

Manheim David

机构信息

Technion - Israel Institute of Technology, Haifa, Israel.

Association for Long Term Existence and Resilience (ALTER), Rehovot, Israel.

出版信息

Patterns (N Y). 2023 Oct 13;4(10):100842. doi: 10.1016/j.patter.2023.100842.

Abstract

Metrics are useful for measuring systems and motivating behaviors in academia as well as in public policy, medicine, business, and other systems. Unfortunately, naive application of metrics to a system can distort the system and even undermine the original goal. There are two interrelated problems to overcome in building better metrics in academia and elsewhere. The first, specifying evaluable metrics that correspond to the goals, is well recognized but still often ignored. The second, minimizing perverse effects that undermine the metric or that enable people to game the rewards, is less recognized but is critical. This perspective discusses designing metrics, beginning with design considerations and processes; the presentation of specific strategies for mitigating perverse impacts, including secrecy, randomization, diversification, and post hoc specification; and continuing with important and tradeoffs involved with examples of how they can complement each other or differ. Finally, this perspective presents a comprehensive process integrating these ideas.

摘要

指标对于衡量学术系统以及激励学术行为、公共政策、医学、商业和其他系统中的行为都很有用。不幸的是,在一个系统中单纯地应用指标可能会扭曲该系统,甚至破坏其原本的目标。在学术界和其他领域构建更好的指标时,有两个相互关联的问题需要克服。第一个问题是明确与目标相对应的可评估指标,这一点虽已得到广泛认可,但仍常常被忽视。第二个问题是尽量减少那些会破坏指标或使人能够钻奖励空子的不良影响,这一点较少被认识到,但至关重要。本文将探讨指标设计,首先是设计考量和流程;接着介绍减轻不良影响的具体策略,包括保密、随机化、多样化和事后指定;然后讨论它们相互补充或不同之处所涉及的重要权衡。最后,本文将介绍一个整合这些理念的综合流程。

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