Transition towards Open Access

Following the template in OpenAlex’s oa-percentage tutorial, this vignette uses openalexR to answer:

How many of recent journal articles from the University of Pennsylvania are open access? And how many aren’t?

library(openalexR)
library(dplyr)
library(tidyr)
library(ggplot2)

We first need to find the openalex.id for University of Pennsylvania. We can do this by fetching for the institutions entity and put “University of Pennsylvania” in display_name or display_name.search:

oa_fetch(
  entity = "inst", # same as "institutions"
  display_name.search = "\"University of Pennsylvania\""
) %>%
  select(display_name, ror) %>% 
  knitr::kable()

display_name	ror
University of Pennsylvania	https://ror.org/00b30xv10
Hospital of the University of Pennsylvania	https://ror.org/02917wp91
California University of Pennsylvania	https://ror.org/01spssf70
University of Pennsylvania Health System	https://ror.org/04h81rw26
Indiana University of Pennsylvania	https://ror.org/0511cmw96
University of Pennsylvania Press	https://ror.org/03xwa9562
Cheyney University of Pennsylvania	https://ror.org/02nckwn80

We will use the first ror, 00b30xv10, as one of the filters for our query.

Alternatively, we could go to the autocomplete endpoint at https://explore.openalex.org/ to search for “University of Pennsylvania” and find the ror there!

All other filters are straightforward and explained in detailed in the original jupyter notebook tutorial. The only difference here is that, instead of grouping by is_oa, we’re interested in the “trend” over the years, so we’re going to group by publication_year, and perform the query twice, one for is_oa = "true" and one for is_oa = "false" .

open_access <- oa_fetch(
  entity = "works",
  institutions.ror = "00b30xv10",
  type = "article",
  from_publication_date = "2012-08-24",
  is_paratext = "false",
  is_oa = "true",
  group_by = "publication_year"
)

closed_access <- oa_fetch(
  entity = "works",
  institutions.ror = "00b30xv10",
  type = "article",
  from_publication_date = "2012-08-24",
  is_paratext = "false",
  is_oa = "false",
  group_by = "publication_year"
)

uf_df <- closed_access %>%
  select(- key_display_name) %>%
  full_join(open_access, by = "key", suffix = c("_ca", "_oa")) 

uf_df
#>     key count_ca key_display_name count_oa
#> 1  2024     5305             2024     6209
#> 2  2018     4549             2018     5539
#> 3  2015     4319             2015     5028
#> 4  2020     4307             2020     7736
#> 5  2019     4305             2019     6282
#> 6  2014     4274             2014     4868
#> 7  2013     4161             2013     4773
#> 8  2025     4160             2025     4729
#> 9  2021     4060             2021     7701
#> 10 2022     4053             2022     7372
#> 11 2023     4038             2023     7587
#> 12 2016     3920             2016     5124
#> 13 2017     3850             2017     5327
#> 14 2012     1271             2012     1228

Finally, we compare the number of open vs. closed access articles over the years:

uf_df %>%
  filter(key <= 2021) %>% # we do not yet have complete data for 2022 and after
  pivot_longer(cols = starts_with("count")) %>%
  mutate(
    year = as.integer(key),
    is_oa = recode(
      name,
      "count_ca" = "Closed Access",
      "count_oa" = "Open Access"
    ),
    label = if_else(key < 2021, NA_character_, is_oa)
  ) %>% 
  select(year, value, is_oa, label) %>%
  ggplot(aes(x = year, y = value, group = is_oa, color = is_oa)) +
  geom_line(size = 1) +
  labs(
    title = "University of Pennsylvania's progress towards Open Access",
    x = NULL, y = "Number of journal articles") +
  scale_color_brewer(palette = "Dark2", direction = -1) +
  scale_x_continuous(breaks = seq(2010, 2024, 2)) +
  geom_text(aes(label = label), nudge_x = 0.1, hjust = 0) +
  coord_cartesian(xlim = c(NA, 2022.5)) +
  guides(color = "none")