The mapping and identification of the right Opinion Leaders has become crucial for the industry as a consistent source for collaborations that directly impact profitability. In this article we will demonstrate a strategy for using Monocl Professional to find relevant OLs for a specific purpose.

The case:

"I need to map the US academic OLs that are very influential in Breast Cancer/BRCA-1&BRCA-2 research to find the right ones to collaborate with us"


To find these experts, it is important to use the terms that will direct your search to the relevant experts that you want to target. In other words, input in your search the topics that you want to cover in order to see the experts performing research on those topics of interest. In this case, three keywords can be used as search terms as described below:

As covered in the Search and Construct Search Strings article, when you perform a search, the logic of the search will be "Breast Cancer AND BRCA1 Gene AND BRCA2 Gene", meaning that the experts must have been working with all the topics used (learn more here if you would like to use a different logic for the search).

There are important characteristics to be taken into consideration when your objective is to select the right OLs from a pool of experts related to a topic. By using the filters that we have available in Monocl Professional, you can consider interesting characteristics such as the level of seniority, experience in collaborations with companies, published in journals of high journal ranking and more. For our use case, the focus is to select academic OLs in US so you can take advantage of the proposed strategy below with the following filters to be used:

  1. Location
    By using "United States" in the location filter, you will be selecting only experts based in US.

  2. Boards & Positions
    It can be interesting to consider, for relevant academic Thought Leaders, if they are currently members of Journal Editorial Boards. In this case, this filter will assist you in selecting these experts by using the option Member of Any Editorial Board.

  3. Author Characteristics
    The objective is to use this filter to address seniority to the experts to be selected, based on their productivity over time, since the aim is to target academic OLs. One can use e.g. total number of publications = 90+ for this purpose. Also, setting the total number of publications as last author = 15+ would select experts that have been steering their own research and studies by being last author. It can also be interesting to use the published at least once in a journal with journal ranking = 11+ filter, in order to select experts that are relevant to the research topic because they have had their research recognized by renowned journals.

  4. Presenter Characteristics
    Experts that are invited speakers in conferences have been recognized as elements of the community that have great contribution to share, which also attributes relevance and seniority to their profiles. Checking the Keynote, Invited Speaker or Speaker in this filter will select these experts but one can also choose to select particular attendees of a conference (e.g. ASCO 2020). To learn more about what type of attendees can be selected, see this article.

  5. Grants
    Funding is usually a good indicator of relevant experts in a topic of research, as their research has been selected to be granted means to continue. Using the Grant Payments filter for number of grants received = 4+ is one example to generate a dynamic list of highly relevant and influential experts.

  6. Industry Payments
    This filter aims to select experts that might be open for collaborations with the Industry, based on the fact that one can select only the experts with experience on these type of collaborations. In this case, by using total industry payments received = $20 000+ can help to select experts that have been actively working with companies in meaningful collaborations, considering the amount of dollars chosen.


Based on these guidelines, you can see how this search would look like in Monocl Professional in the screenshot below. Note that the filters used and their specifications are indicated in the green rectangles in the top of the list. Also, to help rank the experts that are relevant, note in the top of the list that the sorting options applied to the list are by "Relevance" and "Active in the last 2 years" in the the topics indicated by the keywords.

The screenshot above shows now a very interesting and relevant list of 89 names to be considered for this use case. You can quickly check this information by looking at the numbers disclosed under each name, but also exploring the charts for each expert, on the right side. After selecting the right experts, it is possible to save the data in a project (see tutorial here) or export the list as an Excel, PowerPoint or CSV files (see tutorial here).

Did this answer your question?