Large-scale benchmarking of open gender-inference systems in scholarly identity data

This preprint presents a large-scale benchmark of open name-based gender-inference methods in scholarly identity data. Using an ORCID-derived reference set of 330,994 authors, the study compares NomQuamGender, WGND-based approaches and a hierarchical WGND-based pipeline. The evaluation examines coverage, precision, confidence thresholds, name preprocessing, cultural rules, regional differences and agreement between systems. The findings illustrate the trade-offs between coverage and precision, identify contexts in which classification errors are more frequent, and examine how confidence thresholds and abstention strategies can improve the reliability of gender-inference procedures used in bibliometric research. Preprint status: This manuscript has been submitted to the Journal of Big Data and has not yet undergone peer review. Supplementary materials: The aggregate results, supplementary tables, verification code and accompanying documentation are available in a separate Zenodo record: https://doi.org/10.5281/zenodo.23842331. No individual-level author records are distributed with this preprint. Funding: These materials are part of project PID2024-156739NB-I00, funded by MCIU/AEI/10.13039/501100011033 and by ERDF, EU.

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Publication Details

Journal
Zenodo (CERN European Organization for Nuclear Research)
Published
2026-11-07
DOI
https://doi.org/10.5281/zenodo.24043199
Primary Topic
scientometrics and bibliometrics research
Type
preprint
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preprint

Large-scale benchmarking of open gender-inference systems in scholarly identity data

Rodrigo Sánchez Jiménez, Jesús M. Álvarez-Llorente, Vicente P. Guerrero‐Bote, Pablo Guerrero-Castillo
4 links
Zenodo (CERN European Organization for Nuclear Research)
scientometrics and bibliometrics research
preprint

Large-scale benchmarking of open gender-inference systems in scholarly identity data

Rodrigo Sánchez Jiménez, Jesús M. Álvarez-Llorente, Vicente P. Guerrero‐Bote, Pablo Guerrero-Castillo
preprint en

Abstract

This preprint presents a large-scale benchmark of open name-based gender-inference methods in scholarly identity data. Using an ORCID-derived reference set of 330,994 authors, the study compares NomQuamGender, WGND-based approaches and a hierarchical WGND-based pipeline. The evaluation examines coverage, precision, confidence thresholds, name preprocessing, cultural rules, regional differences and agreement between systems. The findings illustrate the trade-offs between coverage and precision, identify contexts in which classification errors are more frequent, and examine how confidence thresholds and abstention strategies can improve the reliability of gender-inference procedures used in bibliometric research. Preprint status: This manuscript has been submitted to the Journal of Big Data and has not yet undergone peer review. Supplementary materials: The aggregate results, supplementary tables, verification code and accompanying documentation are available in a separate Zenodo record: https://doi.org/10.5281/zenodo.23842331. No individual-level author records are distributed with this preprint. Funding: These materials are part of project PID2024-156739NB-I00, funded by MCIU/AEI/10.13039/501100011033 and by ERDF, EU.

Zenodo (CERN European Organization for Nuclear Research)
Universidad Complutense de Madrid (ES), Universidad de Extremadura (ES)
Gender equality
scientometrics and bibliometrics research
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