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<title>ORION-DBs</title>
<link>https://orion-dbs.community/blog/</link>
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<item>
  <title>Alternatives for what?</title>
  <dc:creator>Bianca Kramer</dc:creator>
  <dc:creator>Cameron Neylon</dc:creator>
  <link>https://orion-dbs.community/blog/posts/alternatives-to-gbq/</link>
  <description><![CDATA[ 




<p>There are pragmatic reasons why, as both data providers and users, we independently arrived at Google Big Query as a useful tool for sharing open data sets. Google solves a bunch of the hard problems, including authentication without the need for institutional affiliation, systems provisioning and a highly performant database system.</p>
<p>At the same time, Google Big Query is certainly not open scholarly infrastructure, nor is it fully equitable and <a href="https://knowledge.workspace.google.com/admin/support/troubleshooting/countries-or-regions-where-google-workspace-is-available">accessible in all parts of the world</a>, and Google is not an organisation many of us feel able to trust. Thus, reliance on Google is not a desirable long-term solution.</p>
<p>There are emerging alternatives both in the cloud and for local computing, and organisations exploring these alternatives or interested in doing so. With ORION-DBs, we hope to spur on these developments and their application for opening up use of scholarly data sets.</p>
<p>As a first contribution, in this blog we discuss some features, or lack thereof, of Google Big Query infrastructure, what they mean for how data are made available and how public infrastructure could strive to emulate or improve these features. Considering these features separately can help to ensure conscious and justified choices are made as to which to prioritise when thinking about local server or cloud deployment.</p>
<ul>
<li><p><strong>Having the underlying data available (stored) in publicly owned/governed infrastructure/data storage</strong><br>
This not the case currently in the Google Big Query setup. However, none of the data sources are made available exclusively through ORION-DBs or any of the subsidiary providers. A condition for inclusion in ORION-DBs is that the data sets are openly available somewhere else with an open license. So at the level of the original data sources, there is no lock-in effect. For the harmonised format of the datasources (table structure after ingest) that’s different - an agreed on archival format (e.g parquet) and storage frequency and location could be of added value here.</p></li>
<li><p><strong>Having the underlying data available (stored) in Europe or other non-US localities</strong><br>
Data in Google Big Query can be stored on (Google-owned) servers in Europe rather than US (other locations are also available). A point of attention is that combining data sets is only possible if they are in the same locality storage-wise. In Google Big Query, this can be solved by mirroring data sets across 2 or more localities (or have them hosted separately in 2 or more localities). This is a barrier that an open alternative might be able to circumvent entirely.</p></li>
<li><p><strong>Having the code of the infrastructure open source</strong><br>
Core to our goals is helping people build new kinds of analysis and applications. Investing in new platforms will only work if people trust them to remain accessible. This is why open source is one of the Principles of Open Scholarly Infrastructure; a requirement Google Big Query clearly does not meet. Open source doesn’t guarantee continued accessibility, but it helps provide insurance against risks. BigQuery is a major product for Google and is unlikely to disappear quickly, but pricing could increase or other restrictions could make it difficult. An alternative should provide both access as well as enabling others to support that access if needed and open source (and well documented) systems substantially mitigate the risks of infrastructure disappearing from underneath people.</p></li>
<li><p><strong>Access to the infrastructure (for computing) with no or minimal gate-keeping authentication/access control</strong><br>
Access to Google Big Query requires a Google account, which is in itself a barrier (dependency on US tech, personal information sharing, etc.). However, beyond this, there is no specific authentication (institutional or otherwise) required with the provider(s) of the ORION databases, minimising friction and social barriers. Risks of misuse/overuse are mitigated by a) all data sets being openly available with no or minimal re-use restrictions, b) all compute costs being borne by the user (see below) and c) the infrastructure being robust enough to not break from excessive use.</p></li>
<li><p><strong>Cost for storage (incl.&nbsp;pre-processing and ingest) kept separate from cost for compute</strong><br>
This removes administrative burden and risk for providers (keeping their costs contained and predictable), gives users agency over their usage (no externally imposed usage limits) and could be considered an interesting sustainability model.</p></li>
<li><p><strong>Ability to combine data sources from different providers that all use the same infrastructure</strong> This removes the necessity for any provider to host ‘all’ data sets - reducing costs for providers and increasing options and flexibility for both users and providers. It also makes it possible for different providers to offer the same data set with a different structure (e.g flat or nested, fully relational or not), rather than enforcing one structure for all hosted databases. As an extension, users can add their local data sets to include in analysis (without publicly exposing them) and providers can also contribute with a single public data set.</p></li>
<li><p><strong>The infrastructure providing both access to the data and an analysis interface</strong><br>
Meaning in principle, end users do not have to install specific software to use the data for analysis. At the same time, for Google Big Query, integration with other platforms/software is well documented, extending usage options to, for example, Python and other languages and workflows.</p></li>
</ul>
<p>All this is not to uncritically defend our current choice for Google Big Query, but to explain what we, at least, see as some of its separate characteristics that are relevant both for data providers and users. We recommend considering all elements in this list (and potentially others) when scoping the development of public infrastructure for sharing and facilitating usage of public scholarly metadata sources.</p>



 ]]></description>
  <category>news</category>
  <category>google big query</category>
  <category>alternatives</category>
  <category>public infrastructure</category>
  <guid>https://orion-dbs.community/blog/posts/alternatives-to-gbq/</guid>
  <pubDate>Mon, 06 Jul 2026 00:00:00 GMT</pubDate>
</item>
<item>
  <title>The power of data snapshots - how to make your data work for others</title>
  <dc:creator>Bianca Kramer</dc:creator>
  <dc:creator>Cameron Neylon</dc:creator>
  <link>https://orion-dbs.community/blog/posts/data-snapshot-requirements/</link>
  <description><![CDATA[ 




<p>Providing access to open research information in shared infrastructures, whether through Big Query or future alternatives, requires access to the data sources. Many organizations provide access to their data though APIs and full data snapshots in various formats and with varying frequency.</p>
<section id="the-importance-of-data-snapshots" class="level2">
<h2 class="anchored" data-anchor-id="the-importance-of-data-snapshots">The importance of data snapshots</h2>
<p>Providing a full data snapshot is also a requirement of the <a href="https://doi.org/10.14454/G8WV-VM65">Principles of Open Scholarly Infrastructure</a> which many of these organizations are committed to, with the 2.0 version of the Principles also stressing the importance of clear public documentation. Core to the intent of the original POSI authors was that data could be recovered without restrictions or permissions. A public snapshot under a liberal open license in a trusted repository is a powerful way to achieve this.</p>
<p>Data snapshots are therefore an opportunity to provide greater certainty about the future of data sources, reducing costs to providers, and enabling new applications. We argue that data snapshots should be a first class way of providing data, and for the provision of these to be accompanied by good documentation, including versioning, licensing and data provenance.</p>
</section>
<section id="data-snapshot-requirements-for-orion-db" class="level2">
<h2 class="anchored" data-anchor-id="data-snapshot-requirements-for-orion-db">Data snapshot requirements for ORION-DB</h2>
<p>If you already maintain a publicly available Google BigQuery project with open scholarly metadata, we’d love to include it in this collection. More information, including on requirements, can be found <a href="../../../contributing.html">here</a>.</p>
<p>If you maintain a data set of open scholarly metadata in a different format, and would like us to consider including your data set in Google Big Query as part of the ORION-DBs collection, we request the data set to meet the following requirements:</p>
<ul>
<li><strong>have the data set available at a publicly accessible location</strong><br>
(either a location maintained by your own organization or a third-party digital archive, e.g.&nbsp;Zenodo)</li>
<li><strong>use a permissive open license</strong><br>
(CC0 waiver/public domain dedication recommended; feel free to include attribution guidelines regardless of the license and we will transmit these)</li>
<li><strong>provide a complete, up-to-date schema, which can be used to validate the data</strong><br>
(JSON schema recommended)</li>
<li><strong>provide information on versioning and data provenance</strong><br>
(including the date of the data snapshot, and intended frequency of updates)</li>
<li><strong>use JSON, CSV or parquet as preferred data format</strong><br>
(JSON-lines is the easiest for us to work with)</li>
</ul>
<p>Having the data <strong>available at a publicly accessible location</strong> is important because we do not want ORION-DBs to be the sole location of any data set. It also provides up front insurance against the concern of data lock-in, and enables simultaneous exploration of other approaches to cloud-based infrastructure.</p>
<p>For inclusion of data sets in ORION-DBs, a <strong>permissive open license</strong> is a requirement for us to be able to ingest the data set and make it available. It also enables end users to use, combine and re-share the data without restrictions. We cannot see who uses the data we provide through ORION or what the data is used for. This is by design. Therefore any data we provide must be available to us under a liberal open license or be in the public domain.</p>
<p>A <strong>complete, up-to-date schema</strong> for the data set facilitates data ingest and enables verification of the data structure after ingest. It also provides end users with the required information about the content and structure of the data.</p>
<p>Similarly, complete and transparent information on <strong>versioning and data provenance</strong> (including the date the snapshot was taken) provided end users with the required information to verify and document the data they use.</p>
<p>We recognize that there are a multitude of <strong>data formats</strong>, and the choice of data format is often dependent on internal processes as much as on projected use and re-use. Both JSON and CSV formats are common data set formats that are relatively straightforward to ingest in Google Big Query, especially when accompanied with a well-documented schema (see above). Google Big Query is also able to ingest Parquet files, which are increasingly used as data format for complex data structures.</p>
<p>If an API is available, a record-level dump of the API output (as JSON-lines i.e.&nbsp;a valid JSON record for each API return on each line of a file) would make a suitable data set for inclusion in ORION-DBs. If the scale of the data is large then multiple files and compression are helpful (see for example the OpenAlex and OpenAIRE public data dumps)</p>
</section>
<section id="optimising-the-design-and-delivery-of-data-snapshots" class="level2">
<h2 class="anchored" data-anchor-id="optimising-the-design-and-delivery-of-data-snapshots">Optimising the design and delivery of data snapshots</h2>
<p>While the data snapshot requirements outlined above reflect our current thinking and practical requirements, they are not set in stone. We hope the ORION-DBs initiative can contribute to a discussion amongst providers and users of open data sets how the design and delivery of data snapshots can be optimized, including file formats, regularity, documentation and more.</p>
<p>The potential benefits will be the provision of documented, reliable, and trustworthy data snapshots, optimised for usability and cost of production and transfer, and the development of shared infrastructure for opening up use of these data sets.</p>


</section>

<div id="quarto-appendix" class="default"><section class="quarto-appendix-contents" id="quarto-reuse"><h2 class="anchored quarto-appendix-heading">Reuse</h2><div class="quarto-appendix-contents"><div><a rel="license" href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></div></div></section></div> ]]></description>
  <category>news</category>
  <category>data snapshots</category>
  <category>requirements</category>
  <category>guidelines</category>
  <guid>https://orion-dbs.community/blog/posts/data-snapshot-requirements/</guid>
  <pubDate>Sun, 05 Jul 2026 00:00:00 GMT</pubDate>
</item>
<item>
  <title>Crosswalking ORION resources to measure open access to biomedical research literature</title>
  <dc:creator>Najko Jahn</dc:creator>
  <dc:creator>Bianca Kramer</dc:creator>
  <dc:creator>Cameron Neylon</dc:creator>
  <dc:creator>Nick Haupka</dc:creator>
  <link>https://orion-dbs.community/blog/posts/nih-ec-oa/</link>
  <description><![CDATA[ 




<section id="introduction" class="level2">
<h2 class="anchored" data-anchor-id="introduction">Introduction</h2>
<p>This tutorial shows how to measure open access by funder over time using open research information resources provided by the <a href="https://orion-dbs.community/">ORION community</a> on Google BigQuery. We compare NIH- and European Commission-supported biomedical research literature with a focus on open access, including an estimation of articles enabled by transformative agreements. <a href="https://esac-initiative.org/about/transformative-agreements/">Transformative agreements</a> have played an important role in Europe for several years, but the effect of these agreements on open access to EC grant-supported articles remains unclear. <a href="https://www.science.org/content/article/nih-s-proposed-caps-open-access-publishing-fees-roil-scientific-community">Recent discussions around the NIH open access policy and price caps for publication fees</a> furthermore raise the question about the potential role of similar agreements in the US.</p>
<p>The ultimate goal in this tutorial is to re-create the following visualisation using <a href="https://orion-dbs.community/">ORION resources</a>, with a special emphasis on funder information and different open access business models.</p>
<p><img src="https://orion-dbs.community/blog/posts/nih-ec-oa/index_files/figure-html/oa_by_year_type_rel-1.png" class="img-fluid"></p>
<p>The area chart compares open access to biomedical research literature supported by the European Commission and the NIH between 2018 and 2024. Although both funders achieved open access to over 90% of their grant-supported output, the underlying funding models differ. Notably, the proportion of open access enabled by transformative agreements is substantially larger for research funded by the European Commission than for research funded by the NIH, reflecting the wider availability of such agreements in Europe. This comparison points to potential shifts in the US that could be driven by the increasing prevalence of open access agreements designed to accommodate funder open access policies and price caps, as suggested by publishing market observers and researchers <span class="citation" data-cites="Clarke_2025 Haustein_2025">(Clarke &amp; Esposito, 2025; <span class="nocase">Haustein et al.</span>, 2025)</span>.</p>
</section>
<section id="overview-of-data-sources" class="level2 page-columns page-full">
<h2 class="anchored" data-anchor-id="overview-of-data-sources">Overview of data sources</h2>
<p>Using this policy debate as a starting point, this tutorial combines several resources into a unified dataset on open access in biomedical research literature, with a particular focus on publisher-provided open access through transformative agreements.</p>
<p>Our open research information resources are:</p>
<p><em>Identifying grant-supported biomedical research literature</em></p>
<ul>
<li><strong><a href="https://pubmed.ncbi.nlm.nih.gov/">PubMed</a></strong>: The starting point and a standard source for biomedical research literature, which is used to retrieve <a href="https://pubmed.ncbi.nlm.nih.gov/?term=NIH%5BGrants+and+Funding%5D">NIH grant-supported publications</a>. PubMed is not available through one of ORION’s data offerings, so data are retrieved via the <a href="https://www.ncbi.nlm.nih.gov/home/develop/api/">Entrez API</a>. PubMed identifiers (PMIDs) serve as the linking key for biomedical research publications.</li>
</ul>

<div class="no-row-height column-margin column-container"><div class="">
<p>The script used can be found <a href="fetch_pmid_nih.R">here</a>.</p>
</div></div><ul>
<li><strong><a href="https://www.openaire.eu/">OpenAIRE</a></strong>: The <a href="https://www.openaire.eu/">OpenAIRE graph</a>, provided by <a href="https://orion-dbs.community/collections/sos/#openaire">Sesame Open Science on ORION</a>, is used to identify publications supported by the European Commission. OpenAIRE also contains PMIDs for PubMed-indexed articles, which allows filtering to biomedical research literature and linking to the other sources. OpenAIRE is considered the most comprehensive source for EC-funded publications <span class="citation" data-cites="mugabushaka2021scholarlyoutputseuresearch">(Mugabushaka et al., 2021)</span>.</li>
</ul>
<p><em>Publication metadata</em></p>
<ul>
<li><strong><a href="https://openalex.org/">OpenAlex</a></strong>: The primary source for bibliographic metadata in this tutorial. OpenAlex records also include PMIDs as identifiers. We will use the <a href="https://orion-dbs.community/collections/subugoe/#openalex_walden">SUB Göttingen OpenAlex offering</a>.</li>
<li><strong>Document classification</strong>: A document classification dataset, developed as part of the <a href="https://open-bibliometrics.de/posts/20250717-DocumentTypeClassifier/">German Competence Network for Bibliometrics</a> and provided by SUB Göttingen, is used to restrict the sample to original research articles <span class="citation" data-cites="Haupka_2026">(Haupka, 2026)</span>.</li>
</ul>
<p><em>Open access information</em></p>
<ul>
<li><strong><a href="https://openalex.org/">OpenAlex</a></strong>: Provides article- and journal-level open access status.</li>
<li><strong><a href="https://journalcheckertool.org/transformative-agreements/">cOAlition S Journal Checker Tool Transformative Agreement data</a></strong>: Contains institution- and journal-level data crowd-sourced about agreements listed in the <a href="https://esac-initiative.org/about/transformative-agreements/agreement-registry/">ESAC registry</a>. <a href="https://open-bibliometrics.de/posts/20250509-tarelease/">SUB Göttingen enriches and consolidates this information and links articles to agreements</a>.</li>
</ul>
</section>
<section id="querying-bigquery" class="level2 page-columns page-full">
<h2 class="anchored" data-anchor-id="querying-bigquery">Querying BigQuery</h2>
<p>Let’s query these data sources step-by-step.</p>
<section id="setup" class="level3">
<h3 class="anchored" data-anchor-id="setup">Setup</h3>
<p>To connect with BigQuery using R, we use the <a href="https://bigrquery.r-dbi.org/"><code>bigrquery</code></a> package. The connection is established as follows:</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb1" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb1-1"><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">library</span>(tidyverse)</span>
<span id="cb1-2"><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">library</span>(bigrquery)</span>
<span id="cb1-3"><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">library</span>(DBI)</span>
<span id="cb1-4"></span>
<span id="cb1-5"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;"># Connect to GBQ with billing project from SUB Göttingen,</span></span>
<span id="cb1-6"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;"># You have to use your own :-)</span></span>
<span id="cb1-7">bq_con <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">&lt;-</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">dbConnect</span>(</span>
<span id="cb1-8">  bigrquery<span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">::</span><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">bigquery</span>(),</span>
<span id="cb1-9">  <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">project =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"subugoe-collaborative"</span>,</span>
<span id="cb1-10">  <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">dataset =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"openalex"</span>,</span>
<span id="cb1-11">  <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">billing =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"subugoe-collaborative"</span></span>
<span id="cb1-12">)</span></code></pre></div></div>
</div>
</section>
<section id="create-a-publication-metadata-set" class="level3 page-columns page-full">
<h3 class="anchored" data-anchor-id="create-a-publication-metadata-set">Create a publication metadata set</h3>
<p>This section describes how to assemble the analytical dataset, combining grant funding information from PubMed and OpenAIRE with publication metadata from OpenAlex.</p>
<p>It is generally good practice to begin with a subset that contains only the columns needed for your analysis. This reduces query costs, keeps the working dataset to a manageable size, and helps safeguard the metadata used for further analysis and validation.</p>
<p>Our first step is to build a publication dataset enriched with grant funding information from the NIH and the European Commission. Because PubMed is not yet part of ORION, NIH funding data are retrieved directly from PubMed via the Entrez API.</p>
<p>The result is a list of PMIDs representing NIH-supported publications, which we then upload to BigQuery.</p>

<div class="no-row-height column-margin column-container"><div class="">
<p>Here is the <a href="fetch_pmid_nih.R">R script</a> and the resulting <a href="nih_pmids_2018_2024.txt">PMID list</a> used.</p>
</div></div><div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb2" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb2-1">pmids_nih <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">&lt;-</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">read_lines</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"nih_pmids_2018_2024.txt"</span>)</span>
<span id="cb2-2"><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">dbWriteTable</span>(bq_con, <span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;"># Our BQ connections</span></span>
<span id="cb2-3">             <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"subugoe-collaborative.resources.nih_pmids_2018_2024"</span>, <span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;"># Table name</span></span>
<span id="cb2-4">             tibble<span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">::</span><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">tibble</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">pmids_nih =</span> pmids_nih), <span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;"># PMIDs in rectangular format with column name</span></span>
<span id="cb2-5">             <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">overwrite =</span> <span class="cn" style="color: #8f5902;
background-color: null;
font-style: inherit;">TRUE</span></span>
<span id="cb2-6">             )</span></code></pre></div></div>
</div>
<p>In total, PubMed indexed 824,060 publications with NIH support between 2018 and 2024.</p>
<p>Next, we combine this list with OpenAIRE to add European Commission-supported biomedical literature, and with OpenAlex to obtain full publication metadata.</p>
<p>The resulting table is stored as <code>subugoe-collaborative.resources.oa_tutorial_md_raw</code>, and is publicly accessible. You will need to substitute your own dataset name.</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb3" style="background: #f1f3f5;"><pre class="sourceCode sql code-with-copy"><code class="sourceCode sql"><span id="cb3-1"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">CREATE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">OR</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">REPLACE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TABLE</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_md_raw` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb3-2"></span>
<span id="cb3-3"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WITH</span> openaire_funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb3-4">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span></span>
<span id="cb3-5">    pid.<span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">value</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pmid,</span>
<span id="cb3-6">    fund.name <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> funder</span>
<span id="cb3-7">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `sos<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>datasources.openaire.project_20260129` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> proj,</span>
<span id="cb3-8">    UNNEST(fundings) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> fund</span>
<span id="cb3-9">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> `sos<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>datasources.openaire.relation_product_project_20260129` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pub_proj</span>
<span id="cb3-10">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> proj.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span> <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> pub_proj.target</span>
<span id="cb3-11">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> `sos<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>datasources.openaire.publication_20260129` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pub</span>
<span id="cb3-12">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> pub_proj.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">source</span> <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> pub.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span>,</span>
<span id="cb3-13">    UNNEST(pub.pids) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pid</span>
<span id="cb3-14">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHERE</span> fund.name <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IN</span> (<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'European Commission'</span>)</span>
<span id="cb3-15">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> pid.scheme <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'pmid'</span></span>
<span id="cb3-16">),</span>
<span id="cb3-17"></span>
<span id="cb3-18">nih_funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb3-19">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span></span>
<span id="cb3-20">    <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">CAST</span>(pmids_nih <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> STRING) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pmid</span>
<span id="cb3-21">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.nih_pmids_2018_2024`</span>
<span id="cb3-22">),</span>
<span id="cb3-23"></span>
<span id="cb3-24">all_funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb3-25">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> pmid, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'European Commission'</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> funder</span>
<span id="cb3-26">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> openaire_funders</span>
<span id="cb3-27">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">UNION</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ALL</span></span>
<span id="cb3-28">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> pmid, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'NIH'</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> funder</span>
<span id="cb3-29">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> nih_funders</span>
<span id="cb3-30">)</span>
<span id="cb3-31"></span>
<span id="cb3-32"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span></span>
<span id="cb3-33">    oalex.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span>,</span>
<span id="cb3-34">    oalex.doi,</span>
<span id="cb3-35">    oalex.ids.pmid,</span>
<span id="cb3-36">    oalex.ids.pmcid,</span>
<span id="cb3-37">    publication_year,</span>
<span id="cb3-38">    publication_date,</span>
<span id="cb3-39">    primary_location.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">source</span>.issn_l <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> issn_l,</span>
<span id="cb3-40">    primary_location.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">source</span>.is_in_doaj <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> is_in_doaj,</span>
<span id="cb3-41">    open_access.oa_status <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> oa_status,</span>
<span id="cb3-42">    country <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> country_code,</span>
<span id="cb3-43">    inst.ror,</span>
<span id="cb3-44">    af.funder <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> funders</span>
<span id="cb3-45">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openalex_walden.works` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> oalex</span>
<span id="cb3-46">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb3-47">    UNNEST(authorships) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> au <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WITH</span> OFFSET <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> pos</span>
<span id="cb3-48">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb3-49">    UNNEST(au.countries) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> country</span>
<span id="cb3-50">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb3-51">    UNNEST(au.institutions) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> inst</span>
<span id="cb3-52">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.document_classification_september25` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> doctype_classifier</span>
<span id="cb3-53">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> oalex.doi <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> doctype_classifier.doi</span>
<span id="cb3-54">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> all_funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> af</span>
<span id="cb3-55">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> REGEXP_EXTRACT(oalex.ids.pmid, r<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'(\d+)$'</span>) <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> af.pmid</span>
<span id="cb3-56">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHERE</span></span>
<span id="cb3-57">      pos <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">0</span></span>
<span id="cb3-58">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> primary_location.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">source</span>.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">type</span> <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">"journal"</span></span>
<span id="cb3-59">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> is_paratext <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FALSE</span></span>
<span id="cb3-60">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> oalex.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">type</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IN</span> (<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'article'</span>,<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'review'</span>)</span>
<span id="cb3-61">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> is_research <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TRUE</span></span>
<span id="cb3-62">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> is_xpac <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FALSE</span></span>
<span id="cb3-63">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> (</span>
<span id="cb3-64">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> REGEXP_CONTAINS(oalex.biblio.issue, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'^[a-zA-Z]'</span>)</span>
<span id="cb3-65">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">OR</span> oalex.biblio.issue <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span>)</span>
<span id="cb3-66">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> (</span>
<span id="cb3-67">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> REGEXP_CONTAINS(oalex.title, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'[0-9]{3} pp.'</span>))</span>
<span id="cb3-68">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> publication_year <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">BETWEEN</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">2018</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">2025</span></span>
<span id="cb3-69">)</span></code></pre></div></div>
</div>
<p>The query uses Common Table Expressions (CTEs), introduced with <code>WITH</code>, to build up the dataset in stages. The first CTE, <code>openaire_funders</code>, extracts EC-funded publications from OpenAIRE by unnesting the fundings array, filtering for the European Commission, and joining to the OpenAIRE publication and relation tables to retrieve the associated PMIDs. The second CTE, <code>nih_funders</code>, reads the PMID list we uploaded in the previous step. Both are combined in <code>all_funders</code> using <code>UNION ALL</code>.</p>
<p>The main query retrieves metadata for all journal articles in the OpenAlex snapshot and joins the funder information. Several filters are applied to keep the dataset focused on relevant publications, following <span class="citation" data-cites="Jahn_2025">Jahn (2025)</span>: only journal articles and reviews are included; first author affiliations are used (identified via <code>WITH OFFSET</code> because the author position field was not available in this snapshot); and a set of pattern-based exclusions removes conference proceedings and other non-standard records. To improve the detection of original research articles, a document classifier was also used <span class="citation" data-cites="Haupka_2026">(Haupka, 2026)</span>. The dataset covers publications from 2018 to 2025.</p>
</section>
<section id="estimate-articles-covered-by-transformative-agreements" class="level3 page-columns page-full">
<h3 class="anchored" data-anchor-id="estimate-articles-covered-by-transformative-agreements">Estimate articles covered by transformative agreements</h3>
<p>Next, we estimate how many open access articles were enabled by a transformative agreement, following the method more comprehensively described in <span class="citation" data-cites="Jahn_2025">Jahn (2025)</span> and <span class="citation" data-cites="Jahn_2026">Jahn (2026)</span>. Because of a lack of open access invoicing data, usually not shared by libraries and publishers, various metadata sources are matched to obtain an estimation. Such an approach can provide robust results, but likely underestimate the overall number of articles enabled by agreements <span class="citation" data-cites="de_Jonge_2025">(<span class="nocase">de Jonge et al.</span>, 2025)</span>.</p>

<div class="no-row-height column-margin column-container"><div class="">
<p>We will discuss these shortcomings in more detail at the end of the tutorial.</p>
</div></div><p>The query draws on several datasets from the Journal Checker Tool, provided by SUB Göttingen as part of the open bibliometric data offerings from the German Competence Network for Bibliometrics.</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb4" style="background: #f1f3f5;"><pre class="sourceCode sql code-with-copy"><code class="sourceCode sql"><span id="cb4-1"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">CREATE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">OR</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">REPLACE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TABLE</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_jct_articles` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb4-2"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WITH</span></span>
<span id="cb4-3">  <span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-- Enrich ROR variants from associated institutions</span></span>
<span id="cb4-4">  obtain_associated_ror_ids <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb4-5">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span></span>
<span id="cb4-6">      esac_id,</span>
<span id="cb4-7">      jct_inst.ror_id <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror_jct,</span>
<span id="cb4-8">      inst.ror <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror_associated</span>
<span id="cb4-9">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span></span>
<span id="cb4-10">      `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openbib.jct_institutions` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> jct_inst</span>
<span id="cb4-11">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb4-12">      `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openalex.institutions` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> oalex_inst</span>
<span id="cb4-13">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span></span>
<span id="cb4-14">      jct_inst.ror_id <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> oalex_inst.ror</span>
<span id="cb4-15">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb4-16">      UNNEST(oalex_inst.associated_institutions) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> inst</span>
<span id="cb4-17">  ),</span>
<span id="cb4-18"></span>
<span id="cb4-19">  create_matching_table <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb4-20">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> esac_id, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'ror_jct'</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror_type, ror_jct <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror</span>
<span id="cb4-21">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> obtain_associated_ror_ids</span>
<span id="cb4-22">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">UNION</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ALL</span></span>
<span id="cb4-23">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> esac_id, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'ror_associated'</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror_type, ror_associated <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ror</span>
<span id="cb4-24">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> obtain_associated_ror_ids</span>
<span id="cb4-25">  ),</span>
<span id="cb4-26"></span>
<span id="cb4-27">  enriched_ror_variants <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb4-28">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span></span>
<span id="cb4-29">      create_matching_table.<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">*</span>,</span>
<span id="cb4-30">      <span class="dt" style="color: #AD0000;
background-color: null;
font-style: inherit;">DATE</span>(jct_inst.start_date) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> start_date,</span>
<span id="cb4-31">      <span class="dt" style="color: #AD0000;
background-color: null;
font-style: inherit;">DATE</span>(jct_inst.end_date) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> end_date</span>
<span id="cb4-32">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> create_matching_table</span>
<span id="cb4-33">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openbib.jct_esac` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> jct_inst</span>
<span id="cb4-34">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> create_matching_table.esac_id <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> jct_inst.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span></span>
<span id="cb4-35">  ),</span>
<span id="cb4-36"></span>
<span id="cb4-37">  journal_agreements <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb4-38">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span></span>
<span id="cb4-39">      j.issn_l,</span>
<span id="cb4-40">      e.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> esac_id</span>
<span id="cb4-41">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openbib.jct_journals` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> j</span>
<span id="cb4-42">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.openbib.jct_esac` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> e</span>
<span id="cb4-43">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> j.esac_id <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> e.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span></span>
<span id="cb4-44">  )</span>
<span id="cb4-45"></span>
<span id="cb4-46"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span></span>
<span id="cb4-47">  md.<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">id</span>,</span>
<span id="cb4-48">  md.doi,</span>
<span id="cb4-49">  md.issn_l <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> matching_issn_l,</span>
<span id="cb4-50">  md.ror <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> matching_ror,</span>
<span id="cb4-51">  erv.ror_type,</span>
<span id="cb4-52">  erv.esac_id,</span>
<span id="cb4-53">  erv.start_date,</span>
<span id="cb4-54">  erv.end_date,</span>
<span id="cb4-55">  md.publication_date</span>
<span id="cb4-56"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_md_raw` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> md</span>
<span id="cb4-57"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> journal_agreements <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> ja</span>
<span id="cb4-58">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> md.issn_l <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> ja.issn_l</span>
<span id="cb4-59"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">INNER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> enriched_ror_variants <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> erv</span>
<span id="cb4-60">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span> md.ror <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> erv.ror</span>
<span id="cb4-61">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> ja.esac_id <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> erv.esac_id</span>
<span id="cb4-62"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHERE</span></span>
<span id="cb4-63">  md.ror <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span></span>
<span id="cb4-64">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> md.issn_l <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span></span>
<span id="cb4-65">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> (PARSE_DATE(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'%Y-%m-%d'</span>, md.publication_date) <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">&gt;=</span> erv.start_date <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">OR</span> erv.start_date <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span>)</span>
<span id="cb4-66">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> (PARSE_DATE(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'%Y-%m-%d'</span>, md.publication_date) <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">&lt;=</span> erv.end_date <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">OR</span> erv.end_date <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span>)</span>
<span id="cb4-67">  <span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-- Only TA OA articles</span></span>
<span id="cb4-68">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> oa_status <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IN</span> (<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'gold'</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'hybrid'</span>)</span>
<span id="cb4-69"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ORDER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">BY</span> erv.esac_id, md.publication_date</span>
<span id="cb4-70">)</span></code></pre></div></div>
</div>
<p>With these two datasets in place, we are ready to proceed with the funder-specific open access analysis.</p>
</section>
<section id="create-the-analytical-dataset-funder-view" class="level3">
<h3 class="anchored" data-anchor-id="create-the-analytical-dataset-funder-view">Create the analytical dataset: funder view</h3>
<p>The following query combines the publication metadata table with the transformative agreement articles table to count articles by funder, publication year, and open access type. It also calculates the total number of articles per funder and year, which serves as the denominator for open access proportions.</p>
<p>The analysis focuses on articles made freely available on the journal website, covering gold open access in DOAJ-listed journals, hybrid open access, and diamond open access. Repository-based open access, such as deposits in PubMed Central, is not distinguished further and is grouped into the “Other” category. The same applies to bronze; many biomedical journals make back issues freely available on their websites after an embargo period <span class="citation" data-cites="Piwowar_2018">(Piwowar et al., 2018)</span>, a practice that helped comply with the previous NIH public access mandate prior to 2025.</p>
<div class="cell" data-layout-align="center" data-output.var="funding_oa">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb5" style="background: #f1f3f5;"><pre class="sourceCode sql code-with-copy"><code class="sourceCode sql"><span id="cb5-1"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WITH</span></span>
<span id="cb5-2">  oa <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb5-3">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span></span>
<span id="cb5-4">      publication_year,</span>
<span id="cb5-5">      funders,</span>
<span id="cb5-6">      <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">CASE</span></span>
<span id="cb5-7">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHEN</span> (is_in_doaj <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TRUE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> oa_status <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'gold'</span>) <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">THEN</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'gold_is_in_doaj'</span></span>
<span id="cb5-8">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHEN</span> (is_in_doaj <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TRUE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> oa_status <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'diamond'</span>)</span>
<span id="cb5-9">          <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">THEN</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'diamond_is_in_doaj'</span></span>
<span id="cb5-10">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHEN</span> oa_status <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'hybrid'</span> <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">THEN</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'hybrid_oa'</span></span>
<span id="cb5-11">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHEN</span> oa_status <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">!=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'closed'</span> <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">THEN</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">'other_oa'</span></span>
<span id="cb5-12">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">END</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> oa_type,</span>
<span id="cb5-13">      <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">CASE</span></span>
<span id="cb5-14">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHEN</span> jct.doi <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span> <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">THEN</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">TRUE</span></span>
<span id="cb5-15">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ELSE</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FALSE</span></span>
<span id="cb5-16">        <span class="cf" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">END</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> enabled_ta,</span>
<span id="cb5-17">      <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">COUNT</span>(<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span> md.pmid) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> n_oa_articles</span>
<span id="cb5-18">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_md_raw` <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> md</span>
<span id="cb5-19">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span></span>
<span id="cb5-20">      (</span>
<span id="cb5-21">        <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span> doi</span>
<span id="cb5-22">        <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_jct_articles`</span>
<span id="cb5-23">      ) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> jct</span>
<span id="cb5-24">      <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">USING</span> (doi)</span>
<span id="cb5-25">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHERE</span> funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span></span>
<span id="cb5-26">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">GROUP</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">BY</span></span>
<span id="cb5-27">      publication_year,</span>
<span id="cb5-28">      funders,</span>
<span id="cb5-29">      oa_type,</span>
<span id="cb5-30">      enabled_ta</span>
<span id="cb5-31">  ),</span>
<span id="cb5-32">  total <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> (</span>
<span id="cb5-33">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span></span>
<span id="cb5-34">      publication_year,</span>
<span id="cb5-35">      funders,</span>
<span id="cb5-36">      <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">COUNT</span>(<span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DISTINCT</span> pmid) <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AS</span> articles</span>
<span id="cb5-37">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> `subugoe<span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">-</span>collaborative.resources.oa_tutorial_md_raw`</span>
<span id="cb5-38">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">GROUP</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">BY</span></span>
<span id="cb5-39">      publication_year,</span>
<span id="cb5-40">      funders</span>
<span id="cb5-41">  )</span>
<span id="cb5-42"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">SELECT</span></span>
<span id="cb5-43">  total.publication_year,</span>
<span id="cb5-44">  total.funders,</span>
<span id="cb5-45">  total.articles,</span>
<span id="cb5-46">  oa.n_oa_articles,</span>
<span id="cb5-47">  oa.oa_type,</span>
<span id="cb5-48">  oa.enabled_ta</span>
<span id="cb5-49"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">FROM</span> total</span>
<span id="cb5-50"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">LEFT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">JOIN</span> oa</span>
<span id="cb5-51">  <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ON</span></span>
<span id="cb5-52">    total.publication_year <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> oa.publication_year</span>
<span id="cb5-53">    <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> total.funders <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">=</span> oa.funders</span>
<span id="cb5-54"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">WHERE</span> total.funders <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">IS</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NOT</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">NULL</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">AND</span> total.publication_year <span class="op" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">&lt;</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">2025</span></span>
<span id="cb5-55"><span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">ORDER</span> <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">BY</span> total.publication_year <span class="kw" style="color: #003B4F;
background-color: null;
font-weight: bold;
font-style: inherit;">DESC</span></span></code></pre></div></div>
</div>
<p>The query result is stored in an R object called <code>funding_oa</code> for further local analysis.</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb6" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb6-1">funding_oa</span>
<span id="cb6-2"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; # A tibble: 109 × 6</span></span>
<span id="cb6-3"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;    publication_year funders            articles n_oa_articles oa_type enabled_ta</span></span>
<span id="cb6-4"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;               &lt;int&gt; &lt;chr&gt;                 &lt;int&gt;         &lt;int&gt; &lt;chr&gt;   &lt;lgl&gt;     </span></span>
<span id="cb6-5"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  1             2024 NIH                   89744         34829 other_… FALSE     </span></span>
<span id="cb6-6"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  2             2024 NIH                   89744          5054 &lt;NA&gt;    FALSE     </span></span>
<span id="cb6-7"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  3             2024 NIH                   89744          2486 diamon… FALSE     </span></span>
<span id="cb6-8"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  4             2024 NIH                   89744         30150 gold_i… FALSE     </span></span>
<span id="cb6-9"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  5             2024 NIH                   89744          1247 gold_i… TRUE      </span></span>
<span id="cb6-10"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  6             2024 NIH                   89744         12618 hybrid… FALSE     </span></span>
<span id="cb6-11"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  7             2024 NIH                   89744          3349 hybrid… TRUE      </span></span>
<span id="cb6-12"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  8             2024 NIH                   89744            11 other_… TRUE      </span></span>
<span id="cb6-13"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  9             2024 European Commissi…    26941          1346 &lt;NA&gt;    FALSE     </span></span>
<span id="cb6-14"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; 10             2024 European Commissi…    26941          9466 gold_i… FALSE     </span></span>
<span id="cb6-15"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; # ℹ 99 more rows</span></span></code></pre></div></div>
</div>
</section>
</section>
<section id="results" class="level2">
<h2 class="anchored" data-anchor-id="results">Results</h2>
<p>Using the so-compiled data, we can calculate the number and proportion of open access by funder and publication year.</p>
<p>To do so, we furthermore break down open access by business model, distinguishing four categories using a combination of OpenAlex data and estimates derived from the Coalition S Transformative Agreement data:</p>
<ul>
<li><strong>APC</strong>: gold or hybrid open access, not via a transformative agreement</li>
<li><strong>Transformative Agreement</strong>: gold or hybrid open access enabled by a transformative agreement</li>
<li><strong>Diamond OA</strong>: diamond open access (no article processing charge)</li>
<li><strong>Other</strong>: all remaining open access routes (e.g.&nbsp;via PubMed Central)</li>
</ul>
<p>Note that the focus is on publisher open access business models, and <a href="https://help.openalex.org/hc/en-us/articles/24347035046295-Open-Access-OA">OpenAlex open access status definition favors publisher-provided open access</a>, so articles in PMC repositories are accounted for when there was no open version on a publisher website.</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb7" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb7-1">oa_by_year_and_type <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">&lt;-</span> funding_oa <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">|&gt;</span></span>
<span id="cb7-2">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">filter</span>(<span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">!</span><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">is.na</span>(oa_type)) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">|&gt;</span></span>
<span id="cb7-3">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">mutate</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">oa_cat =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">case_when</span>(</span>
<span id="cb7-4">    oa_type <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">%in%</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"gold_is_in_doaj"</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"hybrid_oa"</span>) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">&amp;</span> enabled_ta <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">==</span> <span class="cn" style="color: #8f5902;
background-color: null;
font-style: inherit;">FALSE</span> <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">~</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"APC"</span>,</span>
<span id="cb7-5">    oa_type <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">%in%</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"gold_is_in_doaj"</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"hybrid_oa"</span>) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">&amp;</span> enabled_ta <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">==</span> <span class="cn" style="color: #8f5902;
background-color: null;
font-style: inherit;">TRUE</span> <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">~</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Transformative Agreement"</span>,</span>
<span id="cb7-6">    oa_type <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">==</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"diamond_is_in_doaj"</span> <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">~</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Diamond OA"</span>,</span>
<span id="cb7-7">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">.default =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Other"</span>)</span>
<span id="cb7-8">) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">|&gt;</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">summarise</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">n_oa =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">sum</span>(n_oa_articles),</span>
<span id="cb7-9">            <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">.by =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(publication_year, funders, articles, oa_cat)</span>
<span id="cb7-10">            ) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">|&gt;</span></span>
<span id="cb7-11">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">mutate</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">oa_prop =</span> n_oa <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">/</span> articles,</span>
<span id="cb7-12">             <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">oa_cat =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">factor</span>(oa_cat, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">levels =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"APC"</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Transformative Agreement"</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Diamond OA"</span>, <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Other"</span>)))</span></code></pre></div></div>
</div>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb8" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb8-1">oa_by_year_and_type</span>
<span id="cb8-2"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; # A tibble: 56 × 6</span></span>
<span id="cb8-3"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;    publication_year funders             articles oa_cat             n_oa oa_prop</span></span>
<span id="cb8-4"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;               &lt;int&gt; &lt;chr&gt;                  &lt;int&gt; &lt;fct&gt;             &lt;int&gt;   &lt;dbl&gt;</span></span>
<span id="cb8-5"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  1             2024 NIH                    89744 Other             34840  0.388 </span></span>
<span id="cb8-6"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  2             2024 NIH                    89744 Diamond OA         2486  0.0277</span></span>
<span id="cb8-7"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  3             2024 NIH                    89744 APC               42768  0.477 </span></span>
<span id="cb8-8"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  4             2024 NIH                    89744 Transformative A…  4596  0.0512</span></span>
<span id="cb8-9"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  5             2024 European Commission    26941 APC               12793  0.475 </span></span>
<span id="cb8-10"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  6             2024 European Commission    26941 Transformative A…  8863  0.329 </span></span>
<span id="cb8-11"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  7             2024 European Commission    26941 Other              3199  0.119 </span></span>
<span id="cb8-12"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  8             2024 European Commission    26941 Diamond OA          740  0.0275</span></span>
<span id="cb8-13"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt;  9             2023 NIH                    97390 Other             43955  0.451 </span></span>
<span id="cb8-14"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; 10             2023 NIH                    97390 APC               42607  0.437 </span></span>
<span id="cb8-15"><span class="co" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">#&gt; # ℹ 46 more rows</span></span></code></pre></div></div>
</div>
<p>Using these aggregated data, we present the relative development of open access by business model:</p>
<div class="cell" data-layout-align="center">
<div class="code-copy-outer-scaffold"><div class="sourceCode cell-code" id="cb9" style="background: #f1f3f5;"><pre class="sourceCode r code-with-copy"><code class="sourceCode r"><span id="cb9-1">oa_by_year_and_type <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">|&gt;</span></span>
<span id="cb9-2">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">ggplot</span>(<span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">aes</span>(publication_year, oa_prop, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">fill =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">fct_rev</span>(oa_cat))) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-3">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">geom_area</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">color =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"black"</span>, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">linewidth =</span> <span class="fl" style="color: #AD0000;
background-color: null;
font-style: inherit;">0.2</span>) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-4">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">facet_wrap</span>(<span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">~</span>funders) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-5">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">scale_y_continuous</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Open Access (in%)"</span>,</span>
<span id="cb9-6">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">labels =</span> scales<span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">::</span><span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">percent_format</span>(), <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">limits =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(<span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">0</span>, <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">1</span>),</span>
<span id="cb9-7">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">expand =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(<span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">0</span>, <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">0</span>)</span>
<span id="cb9-8">  ) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-9">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">scale_fill_manual</span>(<span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"OA model"</span>,</span>
<span id="cb9-10">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">values =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">c</span>(</span>
<span id="cb9-11">      <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"APC"</span> <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"#0E6BA0"</span>,</span>
<span id="cb9-12">      <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Transformative Agreement"</span> <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"#30C0D2"</span>,</span>
<span id="cb9-13">      <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Diamond OA"</span> <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"#E2A3A4"</span>,</span>
<span id="cb9-14">      <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Other"</span> <span class="ot" style="color: #003B4F;
background-color: null;
font-style: inherit;">=</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"#D8D8D8a0"</span></span>
<span id="cb9-15">    )</span>
<span id="cb9-16">  ) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-17">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">labs</span>(</span>
<span id="cb9-18">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">x =</span> <span class="cn" style="color: #8f5902;
background-color: null;
font-style: inherit;">NULL</span>,</span>
<span id="cb9-19">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">title =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Open Access to grant-supported biomedical research literature"</span>,</span>
<span id="cb9-20">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">subtitle =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Journal articles and reviews in PubMed"</span>,</span>
<span id="cb9-21">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">caption =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"Data sources: PubMed, OpenAIRE, OpenAlex, cOAlition S Journal Checker Tool."</span></span>
<span id="cb9-22">  ) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-23">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">theme_minimal</span>() <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-24">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">theme</span>(</span>
<span id="cb9-25">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">panel.grid.major.x =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">element_blank</span>(),</span>
<span id="cb9-26">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">panel.grid.minor.x =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">element_blank</span>(),</span>
<span id="cb9-27">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">plot.title =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">element_text</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">face =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"bold"</span>, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">size =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">rel</span>(<span class="fl" style="color: #AD0000;
background-color: null;
font-style: inherit;">1.1</span>), <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">color =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"grey10"</span>, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">margin =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">margin</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">b =</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">8</span>)),</span>
<span id="cb9-28">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">plot.title.position =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"plot"</span>,</span>
<span id="cb9-29">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">plot.caption =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">element_text</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">hjust =</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">1</span>, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">size =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">rel</span>(<span class="fl" style="color: #AD0000;
background-color: null;
font-style: inherit;">0.7</span>), <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">color =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"grey50"</span>, <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">margin =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">margin</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">t =</span> <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">12</span>)),</span>
<span id="cb9-30">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">plot.caption.position =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"plot"</span>,</span>
<span id="cb9-31">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">legend.position =</span> <span class="st" style="color: #20794D;
background-color: null;
font-style: inherit;">"top"</span>,</span>
<span id="cb9-32">    <span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">plot.margin =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">margin</span>(<span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">10</span>, <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">10</span>, <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">10</span>, <span class="dv" style="color: #AD0000;
background-color: null;
font-style: inherit;">10</span>)</span>
<span id="cb9-33">  ) <span class="sc" style="color: #5E5E5E;
background-color: null;
font-style: inherit;">+</span></span>
<span id="cb9-34">  <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">guides</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">fill =</span> <span class="fu" style="color: #4758AB;
background-color: null;
font-style: inherit;">guide_legend</span>(<span class="at" style="color: #657422;
background-color: null;
font-style: inherit;">reverse =</span> <span class="cn" style="color: #8f5902;
background-color: null;
font-style: inherit;">TRUE</span>))</span></code></pre></div></div>
<div class="cell-output-display">
<div class="quarto-figure quarto-figure-center">
<figure class="figure">
<p><img src="https://orion-dbs.community/blog/posts/nih-ec-oa/index_files/figure-html/oa_by_year_type_rel-1.png" class="img-fluid quarto-figure quarto-figure-center figure-img" style="width:99.0%"></p>
</figure>
</div>
</div>
</div>
<p>The figures highlight differences in how open access is financed across the two funder communities. In 2024, both achieved similarly high open access rates: 94% for NIH-supported biomedical research articles (84,690 out of 89,744 original research articles and reviews indexed in both PubMed and OpenAlex) and 95% for European Commission-funded research (25,595 out of 26,941). In both cases, around half of open access articles were enabled through APCs, and diamond open access played a minor role.</p>
<p>The key difference lies in transformative agreements. Only 5.4% of NIH-funded open access articles were covered by such agreements, with the remaining 41% made available through other routes, primarily via PubMed Central. For the European Commission, 35% were covered by transformative agreements, reflecting the wider adoption of them in Europe, while 12% came through other routes.</p>
<p>The comparison suggests that agreements between library consortia and publishers play an important role in making European Commission-funded publications available in Europe, raising questions about the relationship between funder open access mandates and the institutional agreements that facilitate compliance. The NIH in the US did achieve a similar overall open access share, but through a different route: a much larger proportion of articles falls exclusively in the “Other” category, likely representing articles deposited in PubMed Central under previous NIH mandates or made freely available on publisher websites after an embargo period acknowledging these policies.</p>
</section>
<section id="responsible-use" class="level2">
<h2 class="anchored" data-anchor-id="responsible-use">Responsible use</h2>
<p>This tutorial provides estimates relating to articles covered by transformative agreements. Due to a lack of invoice data, which is not usually shared by library consortia and publishers, we had to rely on approximations based on a combination of several data sources. The resources we use to identify articles under transformative agreements – the cOAlition S Journal Checker Tool and the ESAC registry – are based on voluntary contributions from various consortia <span class="citation" data-cites="Kramer_2024">(Kramer, 2024)</span>. The scope and eligibility criteria of transformative agreements also vary considerably <span class="citation" data-cites="Rothfritz_2024">(Rothfritz et al., 2024)</span>.</p>
<p>For the matching of transformative agreement data, affiliation information and author roles are crucial. Comparisons with Scopus and Web of Science showed that estimates are similar when open metadata is used to match proprietary databases with publicly available transformative agreement data <span class="citation" data-cites="Jahn_2026">(Jahn, 2026)</span>. However, as recent changes have demonstrated, <a href="https://www.digital-science.com/blog/2026/02/no-shortcuts-to-research-information-citizenship/">OpenAlex affiliation data coverage can vary</a>. Open access evidence can also differ across different sources and versions <span class="citation" data-cites="Jahn_2026">(Jahn, 2026)</span>.</p>
<p>These shortcomings apply to both open and proprietary research information resources. Using open research information resources and making them available on BigQuery allows large-scale data analysis to be independently carried out and scrutinised at reasonable computing costs <span class="citation" data-cites="Neylon_2026">(Neylon et al., 2026)</span>. This approach also demonstrates the value of combining multiple sources, each of which has its own limitations in terms of coverage and metadata quality, which helps navigate individual data gaps.</p>
<p>This tutorial can be reused for further monitoring exercises, especially as recent discussions around the NIH open access policy highlight that open access business models and transformative agreements will remain a subject of much debate in the years ahead.</p>
</section>



<div id="quarto-appendix" class="default"><section id="contributions" class="level2 appendix"><h2 class="anchored quarto-appendix-heading">Contributions</h2><div class="quarto-appendix-contents">

<p>Najko Jahn wrote this data analysis. Bianca Kramer and Cameron Neylon provide OpenAIRE snapshots on BigQuery as part of the <a href="https://orion-dbs.community/collections/sos/">Sesame Open Science ORION collection</a>. Nick Haupka takes care of the <a href="https://orion-dbs.community/collections/subugoe/">ORION resources provided by the SUB Göttingen</a>.</p>
</div></section><section id="funding" class="level2 appendix"><h2 class="anchored quarto-appendix-heading">Funding</h2><div class="quarto-appendix-contents">

<p>Najko Jahn and Nick Haupka acknowledge funding from Federal Ministry of Research, Technology and Space, project German <a href="https://bibliometrie.info/">Kompetenznetzwerk Bibliometrie</a>, OpenKB (16WIK2101F), and the German Research Foundation (DFG), project <a href="https://oa-datenpraxis.de/">OA-Datenpraxis</a>, Projektnummer 528466070.</p>



</div></section><section class="quarto-appendix-contents" id="quarto-bibliography"><h2 class="anchored quarto-appendix-heading">References</h2><div id="refs" class="references csl-bib-body hanging-indent" data-entry-spacing="0" data-line-spacing="2">
<div id="ref-Clarke_2025" class="csl-entry">
Clarke &amp; Esposito. (2025). Capped. <em>The Brief</em>. <a href="https://www.ce-strategy.com/the-brief/capped/">https://www.ce-strategy.com/the-brief/capped/</a>
</div>
<div id="ref-de_Jonge_2025" class="csl-entry">
<span class="nocase">de Jonge, H., Kramer, B., &amp; Sondervan, J.</span> (2025). Tracking transformative agreements through open metadata: Method and validation using dutch research council NWO funded papers. <em>Quantitative Science Studies</em>, <em>6</em>, 1215–1227. <a href="https://doi.org/10.1162/qss.a.24">https://doi.org/10.1162/qss.a.24</a>
</div>
<div id="ref-Haupka_2026" class="csl-entry">
Haupka, N. (2026). Presenting a classifier to improve the identification of research journal publications in OpenAlex. <em>Scientometrics</em>, <em>131</em>(2), 925–941. <a href="https://doi.org/10.1007/s11192-025-05524-7">https://doi.org/10.1007/s11192-025-05524-7</a>
</div>
<div id="ref-Haustein_2025" class="csl-entry">
<span class="nocase">Haustein, S., Schares, E., Alperin, J. P., amargo, F. C., Céspedes, L., Poitras, C., &amp; Strecker, D.</span> (2025). <em>NIH explores capping APCs: Let’s look at the evidence</em>. <a href="https://doi.org/10.59350/scholcommlab.5645">https://doi.org/10.59350/scholcommlab.5645</a>
</div>
<div id="ref-Jahn_2025" class="csl-entry">
Jahn, N. (2025). How open are hybrid journals included in transformative agreements? <em>Quantitative Science Studies</em>, <em>6</em>, 242–262. <a href="https://doi.org/10.1162/qss_a_00348">https://doi.org/10.1162/qss_a_00348</a>
</div>
<div id="ref-Jahn_2026" class="csl-entry">
Jahn, N. (2026). Estimating transformative agreement impact on hybrid open access: A comparative large-scale study using scopus, web of science and open metadata. <em>Scientometrics</em>, <em>131</em>(2), 901–924. <a href="https://doi.org/10.1007/s11192-025-05390-3">https://doi.org/10.1007/s11192-025-05390-3</a>
</div>
<div id="ref-Kramer_2024" class="csl-entry">
Kramer, B. (2024). <em>Study on scientific publishing in <span>Europe</span> – <span>Development</span>, diversity, and transparency of costs</em>. Publications Office of the European Union. <a href="https://doi.org/doi/10.2777/89349">https://doi.org/doi/10.2777/89349</a>
</div>
<div id="ref-mugabushaka2021scholarlyoutputseuresearch" class="csl-entry">
Mugabushaka, A.-M., Baglioni, M., Bardi, A., &amp; Manghi, P. (2021). <em>Scholarly outputs of EU research funding programs: Understanding differences between datasets of publications reported by grant holders and OpenAIRE research graph in H2020</em>. <a href="https://arxiv.org/abs/2109.10638">https://arxiv.org/abs/2109.10638</a>
</div>
<div id="ref-Neylon_2026" class="csl-entry">
Neylon, C., Kramer, B., Mazoni, A. F., Costas, R., Jahn, N., &amp; Eck, N. J. van. (2026). <em>Sharing the load: Building a collective to support open research information online</em>. <a href="https://doi.org/10.54900/2pnyq-nhx95">https://doi.org/10.54900/2pnyq-nhx95</a>
</div>
<div id="ref-Piwowar_2018" class="csl-entry">
Piwowar, H., Priem, J., Larivière, V., Alperin, J. P., Matthias, L., Norlander, B., Farley, A., West, J., &amp; Haustein, S. (2018). The state of <span>OA</span>: A large-scale analysis of the prevalence and impact of open access articles. <em><span>PeerJ</span></em>, <em>6</em>, e4375. <a href="https://doi.org/10.7717/peerj.4375">https://doi.org/10.7717/peerj.4375</a>
</div>
<div id="ref-Rothfritz_2024" class="csl-entry">
Rothfritz, L., Schmal, W. B., &amp; Herb, U. (2024). <em>Trapped in transformative agreements? A multifaceted analysis of &gt;1,000 contracts</em>. arXiv. <a href="https://arxiv.org/abs/2409.20224">https://arxiv.org/abs/2409.20224</a>
</div>
</div></section><section class="quarto-appendix-contents" id="quarto-reuse"><h2 class="anchored quarto-appendix-heading">Reuse</h2><div class="quarto-appendix-contents"><div><a rel="license" href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></div></div></section><section class="quarto-appendix-contents" id="quarto-citation"><h2 class="anchored quarto-appendix-heading">Citation</h2><div><div class="quarto-appendix-secondary-label">BibTeX citation:</div><pre class="sourceCode code-with-copy quarto-appendix-bibtex"><code class="sourceCode bibtex">@online{jahn2026,
  author = {Jahn, Najko and Kramer, Bianca and Neylon, Cameron and
    Haupka, Nick},
  title = {Crosswalking {ORION} Resources to Measure Open Access to
    Biomedical Research Literature},
  date = {2026-03-13},
  url = {https://orion-dbs.community/blog/posts/nih-ec-oa/},
  doi = {10.59350/4ttp9-7sv10},
  langid = {en},
  abstract = {This tutorial shows how to combine various ORION
    resources, with a focus on funder and open access. Using the
    National Institutes of Health (NIH) and the European Commission (EC)
    as examples, it draws on data from PubMed, OpenAIRE, OpenAlex, and
    transformative agreement data from cOAlition S and ESAC. The
    analysis covers more than 800,000 biomedical research articles,
    revealing notable differences in open access funding between NIH-
    and EC-supported research.}
}
</code></pre><div class="quarto-appendix-secondary-label">For attribution, please cite this work as:</div><div id="ref-jahn2026" class="csl-entry quarto-appendix-citeas">
Jahn, N., Kramer, B., Neylon, C., &amp; Haupka, N. (2026, March 13).
<em>Crosswalking ORION resources to measure open access to biomedical
research literature</em>. ORION-DBs Blog. <a href="https://doi.org/10.59350/4ttp9-7sv10">https://doi.org/10.59350/4ttp9-7sv10</a>
</div></div></section></div> ]]></description>
  <category>tutorial</category>
  <category>open access</category>
  <category>transformative agreements</category>
  <category>funder info</category>
  <guid>https://orion-dbs.community/blog/posts/nih-ec-oa/</guid>
  <pubDate>Fri, 13 Mar 2026 00:00:00 GMT</pubDate>
  <media:content url="https://orion-dbs.community/blog/posts/nih-ec-oa/index_files/figure-html/oa_by_year_type_rel-1.png" medium="image" type="image/png" height="89" width="144"/>
</item>
<item>
  <title>Sharing the load: Building an open research information collective</title>
  <dc:creator>Cameron Neylon</dc:creator>
  <dc:creator>Bianca Kramer</dc:creator>
  <dc:creator>Alysson Fernandes Mazoni</dc:creator>
  <dc:creator>Rodrigo Costas</dc:creator>
  <dc:creator>Najko Jahn</dc:creator>
  <dc:creator>Nees Jan van Eck</dc:creator>
  <link>https://orion-dbs.community/blog/posts/welcome/</link>
  <description><![CDATA[ 




<p><em>This is a cross-post from <a href="https://upstream.force11.org/about/">Upstream</a> supported by FORCE 11. <a href="https://doi.org/10.54900/2pnyq-nhx95" class="uri">https://doi.org/10.54900/2pnyq-nhx95</a></em></p>
<div class="quarto-figure quarto-figure-center">
<figure class="figure">
<p><img src="https://orion-dbs.community/blog/posts/welcome/orion_dbs_small.png" class="img-fluid figure-img" style="width:50.0%"></p>
<figcaption>The constellation of Orion as seen from the southern hemisphere. Image from Mary Orr (1896), “Southern Stars: A Guide to the Constellations Visible in the Southern Hemisphere”, Gall and Inglis, London and Edinburgh. Illustration probably by William Peacock and Co.</figcaption>
</figure>
</div>
<p>The rise of open research information resources is transforming the way we track, analyse and study research systems. Increasingly, sources like OpenAIRE, OpenAlex, Crossref, DataCite, ORCID, ROR and others are being used as the basis for making decisions, designing interventions and understanding progress in the science system. This operates both at the small scale, where access to data and evidence is easier than it has ever been, to the very large scale analysis of whole systems.</p>
<p>Traditionally, the capacity to do large-scale analyses was restricted to a very small set of players, like specialised research centreor companies. This kind of large scale analysis usually requires access to an <em>actionable</em> version of the <em>whole</em> dataset, particularly if the goal is combining data resources. The set of sites with access to complete copies of proprietary databases is tiny.&nbsp;</p>
<p>Modern open data sources provide access, including access to full copies of the data, but there has been less focus on providing this access in a way that allows large scale complex querying and connecting of whole data archives - for example to compare the coverage of research outputs by OpenAlex and OpenAIRE or analyse global information on clinical trials using affiliation data from OpenAlex and clinical trials information from Pubmed. Another valuable possibility is the ability to incorporate local data enrichments from national or <a href="https://dapp.orvium.io/deposits/6442c231903ef57acd6dc640/view"><u>regional data sources</u></a> to support local data needs, or improve the overall pool of data.</p>
<p>Google BigQuery has emerged as one powerful tool for combining and working on these large datasets at scale. Multiple groups (including the <a href="https://bv.fapesp.br/en/auxilios/118973/multi-observatory-of-science-technology-innovation-dynamics-multi-observatory/"><u>MultiObs</u></a> team - continuing the work of the <a href="https://www.ige.unicamp.br/insyspo/"><u>InSySPo team</u></a> at Campinas, <a href="https://subugoe.github.io/scholcomm_analytics/"><u>SUB Göttingen</u></a>, <a href="https://github.com/bmkramer/metadata_ingest"><u>Sesame Open Science</u></a> and <a href="https://console.cloud.google.com/bigquery?project=cwts-leiden"><u>CWTS</u></a> amongst others), have created ‘public’ versions of specific open datasets in the BigQuery system, which anyone can access and run their own analyses. Through these public versions, the ‘provider’ (i.e.&nbsp;the teams mentioned above) pays for storage, and the user freely accesses the ‘public’ versions taking responsibility for covering the costs of data querying and processing.&nbsp;&nbsp;</p>
<p>Having worked independently so far, this small group came together last year to ask whether we could coordinate actions. Could it be possible to build a comprehensive open research information resource where the load of providing specific core and relevant open data sources was distributed? Rather than each separately trying to tackle the whole, potentially duplicating efforts, could we collectively create a resource that was more than the sum of its parts?&nbsp;</p>
<p>We met with a series of key questions:</p>
<ol type="1">
<li>Can we share resources and burdens to make available key open research information resources in actionable and connectable form in the cloud?</li>
</ol>
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<ol start="2" type="1">
<li>Through sharing processes and systems, is it possible, over time, to build a standard for how these data sources should be made available?</li>
</ol>
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<ol start="3" type="1">
<li>What are the challenges that we can usefully approach collectively?</li>
</ol>
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<ol start="4" type="1">
<li>What are the benefits and risks of Google BigQuery as an environment and do we agree it is the best place to start?</li>
</ol>
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<ol start="5" type="1">
<li>What are the blockers for engagement with such an effort? What is needed for different stakeholders to make it attractive both as users and (for some) as providers?</li>
</ol>
<p><strong>User and use case driven</strong></p>
<p>Core to our shared interest in working together was the idea of making it easier for more people to undertake large scale analysis. There are many kinds of analysis for which access to APIs is sufficient. We share a belief that large scale analysis will be useful in multiple settings, but that it has been relatively inaccessible. This inaccessibility is a hurdle to realising the promise of democratization and broader adoption of open research information in all decision making processes around science and scholarship, as proposed by the <a href="https://barcelona-declaration.org/"><u>Barcelona Declaration</u></a>. APIs are also expensive to run, by taking some of the heavy load use-cases away from APIs we can support providers by reducing their costs, centralising distribution, and allowing APIs to focus on the use cases they are best suited for.</p>
<p>There is a growing set of research projects that are exploiting this capacity for large scale and combined analysis in a range of ways. Two recent pieces of work provide examples of what is possible. One by <a href="https://orcid.org/0000-0002-3331-0940"><u>Camilla Lindelow</u></a> and <a href="https://orcid.org/0000-0002-9852-3373"><u>Eline Vandewalle</u></a>, <a href="https://www.leidenmadtrics.nl/articles/independent-researchers-traces-in-bibliographic-data"><u>used the combination of ORCID and OpenAlex provided by InSySPo</u></a> (now MultiObs) to analyse researchers without a formal affiliation from around the world. The second example, from <a href="https://orcid.org/0000-0001-5896-3377"><u>Cespedes</u></a> and colleagues associated with the UNESCO Chair in Open Science, used <a href="https://doi.org/10.1002/asi.24979"><u>a global analysis of language in OpenAlex to examine affiliation</u></a>. This combines with other efforts, including comparisons of metadata coverage across sources, and combinations of data sets that exploit the capacity to do analysis at scale.</p>
<p>These use cases have a few things in common. They tend to be global in scope (or at least aspire to be) so they require analysis across the whole of a datasource (or a combination of datasources). They generally involve a complex form of query, requiring filtering or analysis on multiple database elements, or a combination of multiple data sources, that is difficult or impossible using the API for any given datasource. And the generated dataset is often very large in its own right - perhaps involving hundreds of millions of rows of data - and requires further reduction and analysis.</p>
<p>Overall, the common theme here is analyses that require entire data sources to be <em>combinable</em> and <em>actionable</em> at scale. We believe if we focus on that set of use cases we can add something valuable to the overall Open Research Information ecosystem.</p>
<p><strong>Opportunities for shared systems</strong></p>
<p>If people are already doing this what is the value of coordination? The first and most obvious is that with a shared cloud system we only need to pay for online storage of each dataset once and then anyone can use it (backups and versions over time are a separate issue, which we aim to address, but not as the first priority). Cloud storage costs are generally larger than the usage costs involved in running queries so sharing this load is valuable in its own right.</p>
<p>The second advantage is the ability to share capacities. One example of this is data preprocessing. These datasets are not “clean” in the sense that they change over time, have some internal inconsistencies, and often contain elements that raise compatibility issues with database systems. Processing hundreds of millions of lines of JSON to convert hyphens to underscores in variable names takes time and computing power (and money!).&nbsp;</p>
<p>Systems developed within the <a href="https://openknowledge.community"><u>Curtin Open Knowledge Initiative</u></a> (COKI) <a href="https://doi.org/10.5281/zenodo.6366694"><u>use cloud VMs to do this on demand</u></a> which scales but adds costs. The team at Göttingen are using <a href="https://github.com/naustica/crossref_bq"><u>code derived from this</u></a> on their own HPC resources. The team at CWTS uses <a href="https://github.com/CWTSLeiden/CWTS-OpenAlex-databases"><u>their own code</u></a> to process datasource dumps on local servers so that relational databases can be integrated into their internal database system, while also exporting the results to Google BigQuery. Within the Sesame Open Science system <a href="https://codeberg.org/cameronneylon/schema-wash"><u>a further evolution of the COKI code</u></a> is used to process dumps on local computers. There is a clear benefit to be gained by using a common code base for necessary transformations. But also in having a community discussion on what pathways and transformations are necessary. The MultiObs team uses a quite different approach -- creating relational structures from datasource dumps -- with advantages (reduced costs, timestamps, etc.) but also disadvantages (lack of live data, need for updates, etc.) we can learn from. Different approaches and experiences, but also different sets of resources like HPC could be shared amongst an effective collaboration.</p>
<p>This leads to the third advantage. If we use common systems we help to develop quasi-standards that can be adopted by others. That creates an opportunity to spread the load further, as well as to increase the diversity of datasets available (again, thinking of those highly curated national datasets that are used locally but not always recombined into the global data ecosystem). If we have a clear shared approach to the data and how it is managed it makes it easier for others to contribute, and makes the whole set of resources more valuable and sustainable. In essence, the more we share the load, the less we pay for the costs of our contributions.&nbsp;</p>
<p>A final benefit of a shared approach would be a virtuous loop in which shared systems encourage shared approaches to analysis. Common approaches can form the basis for training resources that give end-users an easy point of entry to using these data sources at scale. They will also encourage the sharing of analysis scripts and protocols creating advanced and transparent resources to support developing users.</p>
<p>Key to this is understanding both what has value to keep in common, but also what needs to be different to serve a diversity of use cases. We can see value in technical standards (where they are useful) and in agreements around archiving and preservation. Documentation, where it can reach common standards, will be helpful not just for users of the data, but potentially for upstream producers in understanding how the data is being used and how to optimize the provision of their data snapshots to facilitate downstream usage.</p>
<p><strong>The Google-shaped elephant in the room&nbsp;</strong></p>
<p>A big question is why Google BigQuery? It is certainly not an open system in any meaningful sense and Google is not an organisation many of us feel able to trust. The short answer is pragmatism. There are reasons why we independently arrived at GBQ as a useful tool. Google solves a bunch of the hard problems, including authentication without the need for institutional affiliation, systems provisioning and a highly performant database system. In practice, this means datasets can be made publicly available, without the need for specific hard-or software on the side of the user, and, from a user perspective, access to datasets hosted by different providers is possible using a single system. Standing up an independent infrastructure to do this is a big job and not one we’re equipped to tackle at the moment.</p>
<p>That said, none of us believe that reliance on Google is a desirable long term solution, nor that it is fully equitable. There are some emerging alternatives both in the cloud and for local computing. These aren’t fully mature but they show promise. In the meantime we believe it is important to ensure we have an exit strategy. One such strategy could be a commitment to creating backups in the form of parquet files. Parquet is an interesting interoperability format for databases and can be read in by an increasing number of tools. It holds schema information and allows for database partitioning.&nbsp;</p>
<p>Perhaps the most important argument is that with Google BigQuery and external archiving, there is at least one plausible option to explore that can provide value immediately, but also provide a potential escape route. We can save the arguments for frozen duck lakes, glaciers, torrents and MySQL for later and for those who will want to have them! But we need to think seriously about how we will work towards more <a href="https://www.leidenmadtrics.nl/articles/resilience-in-times-of-crisis-strengthening-open-science-against-geopolitical-pressures"><u>independence and resilience</u></a> early on in the process.&nbsp;</p>
<p><strong>Next steps and a call for interest</strong></p>
<p>We have made a small start. Small, but useful for us.&nbsp; After all, we are already using these shared data resources. We have demonstrated that without much effort or technical hassle it is possible to share the load, reduce costs and maximize benefits and accessibility. We hope by engaging a wider community we can make this more useful for more people and move us all closer to ideals of democratization of open research information, supporting adoption. How far this goes and how big a community we can create is an open question.</p>
<p>We have made a small start under the label of ORION-DBs, standing for Open Research Information Online Databases. There is <a href="https://orion-dbs.community"><u>now a website</u></a> that details the datasets available, where they can be accessed and when the most recent update was. We hope this will be a useful resource for people doing ad hoc analyses, occasional use, or just one-off interest in taking a look, as well as those with bigger use cases and ongoing needs for data access. We hope a community of users and also of providers will be interested to coordinate through this platform to aid discovery, adoption and democratization of open research information.</p>
<p>Looking forward, we’re interested in how we can build on this base. We want to coordinate and build a shared capacity. If you have an interest in how this could be shaped, demonstrating specific use cases, or contributing additional hosted datasets, we’d love to hear from you. Coordination takes time, time requires resources. If there is sufficient interest, we will look at how we could coordinate resources and build something as lightweight as possible and as formalised as necessary.</p>
<p>Above all, we want to hear from those who share the vision for creating data resources that can be combined and used together and to make them as useful as possible. You can contact us through <a href="mailto:info@orion-dbs.community"><u>info@orion-dbs.community</u></a> and depending on interest, we will set up other forums. It is through using these data sources that we identify their issues and can correct and improve them. When we do that work together, we increase the quality of all data resources faster, more sustainably and more effectively.</p>
<p><em>This post is licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a>.</em></p>



<div id="quarto-appendix" class="default"><section class="quarto-appendix-contents" id="quarto-reuse"><h2 class="anchored quarto-appendix-heading">Reuse</h2><div class="quarto-appendix-contents"><div><a rel="license" href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></div></div></section></div> ]]></description>
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  <guid>https://orion-dbs.community/blog/posts/welcome/</guid>
  <pubDate>Mon, 16 Feb 2026 00:00:00 GMT</pubDate>
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