OpenAlex and values-aligned tools

It is within our sphere of influence to learn about and use values-aligned infrastructure and leverage our positions as information professionals to teach and encourage others to use values-aligned infrastructure as well.

Two different kinds of bridges crossing a river. Photo by Katelyn G on Unsplash

Academia needs to untangle from corporate entities our ability to understand and evaluate scholarly activity. Companies like Elsevier and Clarivate have effectively embedded evaluation methods into academia that rely on their proprietary tools (Scopus and SciVal; Web of Science and Journal Citation Reports and InCites, respectively). Conveniently, these products also cast judgement on the “legitimacy” of scholarly publication venues and whether they are valuable as lines in a tenure portfolio and/or in library subscription decisions, which raises questions about conflict of interest. One would assume journals owned by Elsevier are rarely excluded from the Scopus corpus, for example.

The need to sever indexing and evaluation of scholarly activity from corporate control dovetails with the need to regain a degree of control over the entire scholarly publishing enterprise. One path might look like a significant shift toward venues that are owned-and-operated by academic institutions or scholarly societies or academic alliances as opposed to for-profit publishers, but a basic barrier to this shift is the inconsistent and incomplete indexing of such venues in scientific knowledge graphs like Scopus and Web of Science. In their recent article on the subject, Nazarovets et al. (2026) conclude with this suggestion: “…the uneven visibility of UJs [university journals] highlights a structural blind spot in global research assessment: unless more inclusive infrastructures like DOAJ and OpenAlex are more widely recognized and further improved in terms of comprehensiveness in coverage and metadata reliability, large parts of scholarly production will remain invisible even if a move is made away from using WoS [Web of Science] and Scopus.” This is just one possible benefit of investing in open infrastructure like OpenAlex (as recommended by UNESCO). Open infrastructure can be defined as free, foundational tools and resources upon which open science/scholarship can be conducted, shared, and explored.

For those unfamiliar with OpenAlex, it is essentially a large database of scholarly works and related metadata. OpenAlex focuses on comprehensive inclusion of scholarly works as opposed to “curation” of legitimate sources as practiced by proprietary services. It has a web interface and can be queried using an API, but at its core, it is a piece of infrastructure dedicated to the public domain via CC0 and actively maintained by a 501(c)3 nonprofit. Of course, relying on publisher-reported citation data may be a dubious proposition to begin with, but in the meantime, as we work to recognize and reward other types of research impact evidence, let’s at least try to use comprehensive citation data.

Is OpenAlex as good as its competitors? In my experience, it has usually been as good or better for most purposes, like generating a list of an authors’ publications inclusive of preprints, or charting an institution’s open access publishing trends over time. Most folks who have taken a deep dive seem to agree. Culbert et al. (2024) analyzed OpenAlex reference coverage in comparison to Web of Science and Scopus and found it to be “comparable” even before OpenAlex’s recent improvements, which included an addition of over 50 million new works. In a Katina review, Ho (2025) called OpenAlex “…a promising and reliable alternative to traditional subscription-based citation databases for researchers, university administrators, research institutions, and government funding bodies that are interested in research activities and potential collaborations.” Other scholarly discovery tools like Overton are using OpenAlex for foundational data.

Folks will need to try it for themselves to see if the usability holds up to their standards, but for those on the fence, consider how simply using such tools might be a tiny contribution to a different future for research infrastructure. Coordinators involved in the Barcelona Declaration on Open Research Information had this to say about the declaration’s commitment to supporting infrastructures for open research information:

“What we think is important for organizations is to take seriously their responsibility for supporting these infrastructures—which can only continue to exist, and develop further, if they are both used and supported. That includes financial support but could also involve participating in governance and in-kind efforts, e.g., contributing data and helping improve data quality. Regarding financial contributions, here again Sorbonne University is a great example—when they unsubscribed from Web of Science, they redirected part of that budget to supporting OpenAlex. In general, we advocate making investments in open infrastructure an integral part of institutional budgets.”

For many of us in academic libraries, we don’t have significant resources to invest or divest, although voting with our money is still worth considering if we have authorization to do so. However, what is certainly within our sphere of influence is to learn about and use values-aligned infrastructure and leverage our positions as information professionals to teach and encourage others to use values-aligned infrastructure as well. At my institution, we’ve begun with small projects like integrating OpenAlex into our local scholarly profile platform and working to add our institutional repository as a source of OpenAlex data. Whether it be OpenAlex or another values-aligned tool, we can vote with our usage as a small daily act of support and/or resistance. By teaching about these tools, separate small acts become collective power.

When Did Efficiency Become the End-Goal?

Earlier this week I read the latest Library Trends article by Karen P. Nicholson, Nicole Pagowsky, and Maura Seale, Just-in-Time or Just-in-Case? Time, Learning Analytics, and the Academic Library (also available via the University of Arizona Repository. If you haven’t read it yet, stop reading this blog post and head on over to that article because it is well worth your time.

It’s an exploration of time, in fact, and examines the relationship between academic libraries’ adoption of learning analytics as a crisis response to the “future of academic libraries” discourse that has been around as long as libraries. One of the very first blog posts I ever wrote was in response to this constant state of crisis and dire warnings of the future. Nicholson, Pagowsky, and Seale describe this existential fear as the “timescape of a present-future, whose primary value lies in staving off the risk of a library-less future” (2019, p.4). By existing in this “present-future” we seem to be responding to a known-future, one that we must make changes to adapt to fit, rather than a future of our own making that we have the power to shape through organizing, taking actions based on values, and a concerted effort to create change as a profession.

I so appreciate the authors linking the notion of time to power, because time is being used in such a way that renders us powerless. We’re somehow always working against a constantly ticking clock, trying to be more productive and more effective and more efficient. But when did education become about efficiency? When did we collectively decide that our library instruction programs should be about teaching the most classes, reaching the most students, providing badges, or highlighting major initiatives. Learning is messy. Teaching have can impacts that are small but significant. If we are constantly living in a present-future of what our libraries will or will not be then we are unable to exist in the moment in our libraries, classrooms, and interactions with those around us.

The irony of the popularity of future-casting in libraries AND mindfulness is not lost on me. One is constantly urging us to look forward, mitigate risk, and plan against predictions. The other asks us to be present in our current state, maintain awareness of ourselves and those around us, and work to cultivate a sense of balance with the world. Is the push towards mindfulness a response to our ever-anxious existence as libraries looking toward the future? Is it the answer? Or do we need something more?

I suspect that mindfulness / awareness of the present is a start, but that it should then lead toward present action. What can I do in this moment to make things meaningful for myself, my colleagues, my library? The push towards making work, particularly instruction work, more sustainable tends to edge towards standardization, or, as Nicholson writes, the McDonaldization of Academic Libraries, again because we are looking towards a future rife with cost efficiency concerns, doing more with less, and proving value. It may appear to be programmatically sustainable, but ultimately sustainability relies on people, and people burn out. People get tired of teaching the same lesson plan over and over again. People get fed up with the distance between themselves and the students at the other end of that online lesson. For our work to be truly sustainable it needs to also be sustaining to our needs as people who entered the work of librarianship, specifically teaching librarianship, to help others.

So what can a present-aware, meaningful practice of librarianship look like in the current academic library?

An instruction librarian, a digital scholarship librarian, and a scientist enter a Twitter chat…

A quick note to preface this post: Thank you, Dylan Burns. After reading your post–What We Know and What They Know: Scholarly Communication, Usability, and Un-Usability–I can’t stop thinking about this weird nebula of article access, entitlement, ignorance, and resistance. Your blog post has done what every good blog post should do: Make me think. If you haven’t read Dylan’s post yet, stop, go back, and read. You’ll be better for it. I promise.

I am an instruction librarian, so everything that I read and learn about within the world of library and information science is filtered through a lens of education and pedagogy. This includes things like Dylan Burns’ latest blog post on access to scholarship, #TwitterLibraryLoan, and other not-so-legal means of obtaining academic works. He argues that faculty who use platforms like #Icanhazpdf or SciHub are not “willfully ignorant or disloyal to their institutions, libraries, or librarians. They just want what they want, when they want it,” and that “We as librarians shouldn’t  ‘teach’ our patrons to adapt to our obtuse and oftentimes difficult systems but libraries should adapt to the needs of our patrons.”

My initial reaction was YES, BUT…which means I’m trying to think of a polite way to express dissent. Thankfully, Dylan’s always up for a good Twitter discussion, so here’s what ensued:

My gut reaction to libraries giving people “what they want, when they want it” is always going to be non-committal. I’ve never been one to subscribe to what a colleague a long time ago referred to as “eat your peas librarianship” (credit: Michelle Boulé). I don’t think things should be difficult just for the sake of being difficult because things were hard for me, and you youngin’s should have to face hardships too! But I am also enough of a parent to know that giving people what they want when they want it without telling them how it got there is going to cause a lot of problems (and possibly temper-tantrums) later on. Here’s where the education librarian in me emerges: I don’t want scholars to just be able to get what they want when they need/want it without understanding the deeper problems within the arguably broken scholarly publishing model. In other words, I want to advocate for Lydia Thorne’s model of educating scholars about scholarly publishing problems. To which Dylan responds:

To which I can only respond:

Point: Dylan. Those of us who teach have all had the experience of trying to turn an experience into a teaching moment, only to be met by rolling eyes, blank stares, sighs, huffs, etc. Is the scholarly publishing system so broken that even knowing about the problems with platforms like SciHub, scholars will still engage in the piracy of academic works because, well, it’s all a part of the game they need to play? Is this even an issue of usability then? Creating extremely user-friendly library systems won’t change the fact that some libraries simply can’t afford the resources their community wants/needs, but those scholars still need to engage in the system that produces that resources. Is it always going to be a lose-lose for libraries?

At this point a friend of mine enters the Twitter discussion. Jonathan Jackson is an instructor of neurology and researcher at Massachusetts General Hospital:

Prior to this conversation I’d not thought about #TwitterLibraryLoan and similar efforts at not-so-legal access to scholarship as acts of resistance, but Jonathan’s entrance into the discussion forced me to think about the power of publicly asking for pdfs. I’ll admit that part of me skeptical that all researchers are as politically conscious as Jonathan and his colleagues. I’m sure there are some folks who just need that article asap and don’t care how they get it. But there is power in calling out that one publisher or that one journal again and again on #ICanHazPDF because your library will never be able to afford that subscription.

I’ll admit that the whole Twitter exchange made me second guess motivations all around, which is what a good discussion should do, right?

Balancing Act

I’m kind of in the pickle that Maura describes – subscribed to too many sources of information that I would read if I weren’t so busy keeping up with the stream of new information. But Current Cites is always a good ‘un for finding a cross-section of interesting new stuff and this week it pointed me to a twig I must have missed in the current. Sometimes it’s only when you see it the second time, maybe just as you’re pouring a second cup of coffee int he morning, that it catches your eye.

First Mondays (an excellent and long-established open access journal) has an article by Brian Whitworth and Rob Friedman on “Reinventing Academic Publishing Online.” In a nutshell, it examines the fact that the “top” academic journals remain vested in a traditional system in which maintaining barriers and exclusivity because their exclusivity is perceived as rigor and therefore value. The higher your rejection rate, the prouder you are. But there are two mistakes academic publishing can make: publishing stuff that isn’t any good and not publishing stuff that turns out to be good. It’s the cost of the latter – failing to publish something innovative and challenging for fear it might be wrong – that these authors feel is left out of the equation.

These error types trade off, so reducing one increases the other, e.g., a journal can reduce Type I errors to 0 percent by rejecting all submissions, but this also raises Type II errors to 100 percent as nothing useful is published. The commonsense principle is that to win a lottery (get value) you must buy a ticket (take risk). In academic publishing the rigor problem occurs when reducing Type I error increases Type II error more . . . Pursuing rigor alone produces rigor mortis in the theory leg of scientific progress.

The authors point to the fact that the publishing industry essentially determines who is hired and fired in universities, which flies in the face of the mission we are supposedly on and the intellectual freedom that should enable our work.

When a system becomes the mechanism for power, profit and control, idealized goals like the search for truth can easily take a back seat. Authors may not personally want their work locked away in expensive journals that only endowed western universities can afford, but business exclusivity requires it. Authors may personally see others as colleagues in a cooperative research journey, but the system frames them as competition for jobs and grants. As academia becomes a business, new ideas become threats to power rather than opportunities for knowledge growth. Journals become the gatekeepers of academic power rather than cultivators of knowledge, and theories battle weapons in promotion arenas, rather than plows in knowledge fields.

The authors suggest that under the color of “rigor” this model sustains a system in which cross-disciplinary and innovative research is unwelcome. “As more rigorous and exclusive ‘specialties’ emerge, the expected trend is an academic publishing system that produces more and more about less and less.” (And hey, it’ll make the Big Bundle even bigger and more expensive, therefore more profitable.) They think instead technology could offer ways to facilitate information exchange rather than creation of further citadels of isolated specialization. Paying more attention to the mistake of failing to publish something that turns out to be worthwhile will require the creation of a democratic open knowledge exchange which can better balance the equation.

The funny thing is that this tension has existed for a long time. Well before the Internet enabled the opportunity for fundamental change in the way we share research, both Michael Polanyi and Thomas Kuhn described the delicate tension between maintaining an agreed-upon understanding by fending off crackpot theories and the need to allow something new to challenge the dominant paradigm. Both self interest and a more idealized notion of rigor conspire against innovation. What I find interesting about this First Monday article is the idea that our current dominant publishing model has let self-interest reign supreme, and that a new open model could let the more idealized urge to preserve that which is solid and true duke it out with ideas that challenge it. It could balance the risk/reward tradeoff involved in choosing what to publish and which questions to pursue.

By the way, what is your library planning to do for Open Access Week?

(Photo courtesy of rptnorris.)

This Journal Brought to You By . . .

It was shocking at the end of April when The Scientist reported that Elsevier had published a scholarly-journal-like series that was actually advertising paid for by Merck. The peer-reviewed-like articles in the journal-like object were either reprints or summaries of articles that reported results favorable to Merck drugs. There were also “review” articles that had only a couple of references. Reviewed that. Merck good. Go prescribe.

Now it turns out this wasn’t an embarrassing one-off. Elsevier published at least six fake journals – er, sorry, got my terminology wrong: “sponsored article publications.” (The Scientist article is free, but requires registration.)

Mistakes were made. Elsevier officials regret the error. The nasty people who did that left the company long ago. Besides, it was in Australia. The CEO of Elsevier’s Heath Sciences division says it’s going to be looked into, but he’s sure it’s not ever going to happen again. “I can assure all that the integrity of Elsevier’s publications and business practices remains intact.”

Um, isn’t that up to us to say? Seems to me Elsevier’s integrity was in question even before this disgraceful and embarrassing revelation.

Anne-Marie posted some thoughtful comments about this issue at Info-fetishist – particularly the implications for information literacy.

Maybe we can’t talk about peer review at all anymore without talking about the future of a system of knowledge reporting that is almost entirely dependent upon on the volunteer efforts of scholars and researchers, almost entirely dependent upon their professionalism and commitment to the quality of their disciplines, in a world where ultimate control is passing away from those scholars’ and researchers’ professional societies and into the hands of corporate entities whose decisions are driven not by commitment to quality, knowledge creation or disciplinary integrity.

We’ve been focusing on “why pay attention to scholarly work and conversations going on on the participatory web” mostly in terms of how these things help us give our students access to scholarly material, how they help our students contextualize and understand scholarly debates, how they lay bare the processes of knowledge creation that lie under the surface of the perfect, final-product article you see in scholarly journals. And all of those things are important. But I think we’re going to have to add that “whistleblower” aspect — we need to pay attention to scholars on the participatory web so they can point out where the traditional processes are corrupt, and where the gatekeepers are making decisions that aren’t in the interests of the rest of us.

Excellent food for thought.

Another approach to the news popped up at the LSW room at FriendFeed where Steve Lawson proposed “the LSW needs to get Elsevier to publish the Australasian Journal of Library Science.” And in the over 80 responses you can find helpful suggestions like “your article will be reviewed by a panel of representatives from library vendors,” “there should be one issue deliberately missing. Supplements should be completely unavailable electronically,” and “it’s only available on one computer on campus. There is a login & password if you want off-campus access, but you can’t share it with ANYONE. … and we’ll publish 4 issues per year. But if we can’t come up with enough content for 4 issues a year, we can just combine them, like 1/2 or 1-2-3 or 2-4 or whatever.” See how productive pent-up rage can be? Thanks to all the brilliance behind this thread for the best serials humor ever.

Amongst all the giddiness some commenters pointed out a previous little scandal involving a high-impact journal that got its high impact by having one allegedly “crackpot” author publish multiple papers., as many as five in a single issue, all of them citing himself. The publisher? You guessed it – Elsevier.

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photo courtesy of London Permaculture