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Scopus filters for Open Access type and 5.5 million more OA articles (17 million in total!)

on Wed, 12/09/2020 - 18:51

Key points:

  • As of 9th December, Scopus has new Open Access filters, providing greater clarity on the type of open access per article.
  • With this new classification system, there are an additional ~5.5 million articles (17 million from 11.5 million) receiving the Open Access label, as we expand our definition of open access to include those available in open repositories (typically referred as ‘Green OA’).
  • Users can now filter their results on the Documents Results page on ‘all open access articles’ or use specific OA tags i.e. gold, hybrid gold, green and bronze.

Where are the Open Access definitions derived from? 

The source of OA documents in Scopus is Unpaywall, a database run by Impactstory (a non-profit organization) which harvests Open Access content from over 50,000 publishers and repositories. 

Which Open Access filters are supported in Scopus?

Scopus users can now see Open Access Gold, Hybrid-Gold, Green or Bronze status per document.
Furthermore, the Scopus advanced search page has been updated to allow users to build custom queries to include these new Open Access statuses. If users have a need to split out “Green Open Access” into “Green accepted” or “Green final” they will be able to do so on the Advanced search page and via the Scopus APIs.

The following open access filters are now available in Scopus:

FacetsInformation label DefinitionExamples
GoldGold (Open access-only journal)Published version with Creative Commons license, available on publisher platform. Documents are in journals which only publish open access

Article from Heliyon

Article from Global Health Action
Hybrid GoldGold (hybrid journal)Published version with Creative Commons license, available on publisher platform. Documents are in journals which provide authors the choice of publishing open access

Article from Reliability Engineering & System Safety

Article from Journal of Fluid Mechanics
BronzeOther free-to-read at PublisherPublished version of record or manuscript accepted for publication, for which the publisher has chosen to provide temporary or permanent free access. Bronze status is assigned to a document if there is another (publisher-specific) license other than a Creative Commons license (e.g. Elsevier’s publisher license for Open Archive), or no license at all.

Open Archive
Promotional access

CHORUS
GreenFree-to-read at RepositoryPublished version or manuscript accepted for publication, available at repository. Documents may also be available gold or other free-to-read on the publisher platformAny article with a version available in a repository identified by Unpaywall

Where can I find the Open Access indicators and filters?

You can filter your results on the Documents Results page’s filter panel. You can filter on ‘all Open Access documents’ or specify each of the aforementioned OA tags, i.e. gold, hybrid gold, green and bronze. 

For Scopus Advanced Search users, the OA filters can be found in the OA field code section. The below values in combination with the “OA” field code allow users to build queries using the OA filters.

The Advanced Search page also allows users to search for “Green Final” and “Green Accepted” OA documents if there is a need for a more granular view of Green OA documents. These two Green OA filters are not available on the Document Search results page filter panel. 

Open Access values Description 
all All Open Access documents
publisherfullgold Gold Open Access 
publisherhybridgold Hybrid Gold Open Access 
publisherfree2readBronze Open Access 
repository All Green Open Access 
repositoryvor Green Final Open Access 
repositoryamGreen Accepted Open Access 

*Note: All Green Open Access is a combination of Green Final and Green Accepted documents. 

Examples of Advanced Search queries in combination with Open Access filters: 

You can search Gold Open Access articles only and add a Boolean operator to search for other field codes like ABS or TITLE-ABS-KEY() 

  • Entering (OA(publisherfullgold) OR OA(publisherhybridgold)) AND TITLE-ABS-KEY(heart) will return document results with "Heart" that are Gold Open Access only.
  • Entering TITLE-ABS-KEY(heart) AND NOT OA(ALL) will return document results with "Heart" that exclude Open Access documents.

Why am I seeing more documents per OA filter than the total document results count?

An Open Access document in Scopus can be tagged with more than one OA status as one article van be available in different OA version (e.g. “Gold and Green”). In the OA filter facet, you will see a count for Gold and Green for the same document.

Note: There is no duplicate counting for publisher-enabled OA documents (Gold, Hybrid-Gold and Bronze categories).

How often is the Open Access information updated in Scopus?

Scopus receives weekly updates from Unpaywall for the documents indexed in Scopus.

Are the Open Access filters available via the Scopus APIs?

Users can use the same search queries and OA values, as explained on the Advanced Search page, with the Scopus document search and retrieval APIs.

How can I identify which document is an Open Access document in Scopus?

On the Scopus document details page there is an “Open Access” label displayed to indicate that a document is Open Access.

On the Scopus document search results pages there is a “Open Access” label in each separate line item if a document is Open Access.

Can I search for the status of the Creative Commons license of a document in Scopus?

No, Creative Commons (CC) license information is not searchable via Scopus.

CiteScore and Open Access

With the new CiteScore methodology, publications in the four years up to and including the calculation year will now be included. This means that CiteScore can be calculated for journals with just a single year of publication, giving new journals – including many Open Access and China-focused journals – a first indication of their citation impact one year earlier than via the previous CiteScore methodology and earlier than they receive an impact factor. CiteScore is available for 25,300 active serial titles in Scopus, which is 13,000 more than Web of Science.