---
title: "Research is Becoming More Connected"
subtitle: "Crossref metadata adoption reveals that emerging regions are modernizing fastest — even as established systems still lead in absolute ORCID author coverage, 2025–2026"
description: "A two-panel chart showing that while established publishing regions still lead in absolute ORCID author coverage, emerging regions — particularly Sub-Saharan Africa and South Asia — are modernizing fastest, with indexed ORCID growth of 32% and 23% respectively between January 2025 and April 2026. Coverage rates are normalized by total journal article DOIs to enable fair cross-regional comparison, with indexed growth computed from a January 2025 baseline. Built with R, ggplot2, and patchwork."
date: "2026-05-18"
author:
- name: "Steven Ponce"
url: "https://stevenponce.netlify.app"
citation:
url: "https://stevenponce.netlify.app/data_visualizations/TidyTuesday/2026/tt_2026_20.html"
categories: ["TidyTuesday", "2026"]
tags: [
"TidyTuesday",
"Bar Chart",
"Line Chart",
"Scholarly Infrastructure",
"Metadata",
"Open Science",
"ORCID",
"Regional Inequality",
"Indexed Growth",
"patchwork",
"ggrepel",
"Annotation",
"Two-Panel",
"2026"
]
image: "thumbnails/tt_2026_20.png"
format:
html:
toc: true
toc-depth: 5
code-link: true
code-fold: true
code-tools: true
code-summary: "Show code"
theme:
light: [flatly, assets/styling/custom_styles.scss]
dark: [darkly, assets/styling/custom_styles_dark.scss]
editor_options:
chunk_output_type: inline
execute:
freeze: true
cache: true
error: false
message: false
warning: false
eval: true
---
{#fig-1}
### [**Steps to Create this Graphic**]{.mark}
#### [1. Load Packages & Setup]{.smallcaps}
```{r}
#| label: load
#| warning: false
#| message: false
#| results: "hide"
## 1. LOAD PACKAGES & SETUP ----
suppressPackageStartupMessages({
if (!require("pacman")) install.packages("pacman")
pacman::p_load(
tidyverse, ggtext, showtext, janitor, ggrepel,
scales, glue, skimr, patchwork, ggrepel
)
})
### |- figure size ----
camcorder::gg_record(
dir = here::here("temp_plots"),
device = "png",
width = 14,
height = 7,
units = "in",
dpi = 320
)
# Source utility functions
suppressMessages(source(here::here("R/utils/fonts.R")))
source(here::here("R/utils/social_icons.R"))
source(here::here("R/utils/image_utils.R"))
source(here::here("R/themes/base_theme.R"))
```
#### [2. Read in the Data]{.smallcaps}
```{r}
#| label: read
#| include: true
#| eval: true
#| warning: false
tt <- tidytuesdayR::tt_load(2026, week = 20)
member_participation_stats_by_country <- tt$member_participation_stats_by_country |> clean_names()
metadata_coverage_stats_by_country <- tt$metadata_coverage_stats_by_country |> clean_names()
rm(tt)
```
#### [3. Examine the Data]{.smallcaps}
```{r}
#| label: examine
#| include: true
#| eval: true
#| results: 'hide'
#| warning: false
glimpse(member_participation_stats_by_country)
glimpse(metadata_coverage_stats_by_country)
```
#### [4. Tidy Data]{.smallcaps}
```{r}
#| label: tidy
#| warning: false
### |- Region lookup ----
region_labels <- c(
"EAS" = "East Asia & Pacific",
"ECS" = "Europe & Central Asia",
"LCN" = "Latin America & Caribbean",
"MEA" = "Middle East & North Africa",
"NAC" = "North America",
"SAS" = "South Asia",
"SSF" = "Sub-Saharan Africa"
)
### |- Panel A: Current ORCID coverage by region (latest snapshot, journal articles) ----
panel_a_data <- metadata_coverage_stats_by_country |>
filter(
document_type == "journal-article",
current_up_to == max(current_up_to)
) |>
mutate(region_label = region_labels[region_id]) |>
filter(!is.na(region_label)) |>
summarise(
with_orcid_for_authors = sum(with_orcid_for_authors),
n_dois = sum(n_dois),
.by = c(region_id, region_label)
) |>
mutate(
orcid_rate = with_orcid_for_authors / n_dois,
# Narrative ordering: highlighted emerging regions at top of chart,
# gray established regions below — groups the story visually
narrative_order = case_when(
region_label == "Sub-Saharan Africa" ~ 2,
region_label == "South Asia" ~ 1,
TRUE ~ orcid_rate + 10
),
region_label = fct_reorder(region_label, narrative_order)
) |>
# Insert blank row to create visual gap between gray and highlighted groups
(\(x) {
separator <- tibble(
region_id = NA_character_,
region_label = factor(" ", levels = c(levels(x$region_label), " ")),
with_orcid_for_authors = NA_real_,
n_dois = NA_real_,
orcid_rate = NA_real_,
narrative_order = 2.5
)
bind_rows(x, separator) |>
mutate(region_label = fct_reorder(region_label, narrative_order))
})()
### |- Panel B: ORCID acceleration (monthly 2025-2026, journal articles) ----
# Monthly window only (Jan 2025 onward)
monthly_data <- metadata_coverage_stats_by_country |>
filter(
document_type == "journal-article",
current_up_to >= as.Date("2025-01-01")
) |>
mutate(region_label = region_labels[region_id]) |>
filter(!is.na(region_label)) |>
summarise(
with_orcid_for_authors = sum(with_orcid_for_authors),
n_dois = sum(n_dois),
.by = c(current_up_to, region_id, region_label)
) |>
mutate(orcid_rate = with_orcid_for_authors / n_dois) |>
arrange(region_id, current_up_to)
# Baseline: Jan 2025 rate per region
baseline <- monthly_data |>
filter(current_up_to == min(current_up_to)) |>
select(region_id, baseline_rate = orcid_rate)
# Filter: only regions with a meaningful baseline (>= 3%)
eligible_regions <- baseline |>
filter(baseline_rate >= 0.03) |>
pull(region_id)
panel_b_data <- monthly_data |>
filter(region_id %in% eligible_regions) |>
left_join(baseline, by = "region_id") |>
mutate(orcid_indexed = orcid_rate / baseline_rate * 100)
# Identify fastest and slowest growing regions for annotation
region_growth <- panel_b_data |>
filter(current_up_to == max(current_up_to)) |>
arrange(desc(orcid_indexed))
top_regions <- region_growth |>
slice_head(n = 2) |>
pull(region_id)
bottom_regions <- region_growth |>
slice_tail(n = 1) |>
pull(region_id)
# End-of-line label data
end_labels <- panel_b_data |>
filter(current_up_to == max(current_up_to)) |>
mutate(label = glue("{region_label}\n({round(orcid_indexed, 0)})"))
```
#### [5. Visualization Parameters]{.smallcaps}
```{r}
#| label: params
#| include: true
#| warning: false
### |- plot aesthetics ----
colors <- get_theme_colors(
palette = list(
EAS = "#4E79A7",
ECS = "#722F37",
LCN = "#F28E2B",
MEA = "#76B7B2",
NAC = "#59A14F",
SAS = "#EDC948",
SSF = "#B07AA1",
highlight = "#722F37",
muted = "gray70",
reference = "gray40"
)
)
region_colors <- c(
"East Asia & Pacific" = colors$palette$EAS,
"Europe & Central Asia" = colors$palette$ECS,
"Latin America & Caribbean" = colors$palette$LCN,
"Middle East & North Africa" = colors$palette$MEA,
"North America" = colors$palette$NAC,
"South Asia" = colors$palette$SAS,
"Sub-Saharan Africa" = colors$palette$SSF
)
### |- titles and caption ----
title_text <- str_glue("Research is Becoming More Connected")
subtitle_text <- str_glue(
"Crossref metadata adoption reveals that emerging regions are modernizing fastest —\n",
"even as established systems still lead in absolute ORCID author coverage, 2025\u20132026"
)
caption_text <- create_social_caption(
tt_year = 2026,
tt_week = 20,
source_text = "Crossref · Bédard-Vallée (2026)"
)
panel_a_title <- "Emerging Regions Still Have Lower ORCID Coverage"
panel_a_sub <- "ORCID author coverage by region · journal articles · Apr 2026"
panel_b_title <- "But Adoption Is Rising Faster"
panel_b_sub <- "Indexed ORCID author coverage by region, Jan 2025 = 100\nJournal articles · regions below 3% ORCID baseline in Jan 2025 excluded from index"
### |- fonts ----
setup_fonts()
fonts <- get_font_families()
### |- plot theme ----
base_theme <- create_base_theme(colors)
weekly_theme <- extend_weekly_theme(
base_theme,
theme(
plot.title.position = "plot",
plot.caption.position = "plot",
plot.title = element_text(
size = 18, face = "bold", family = fonts$title,
margin = margin(b = 4)
),
plot.subtitle = element_text(
size = 9.5, family = fonts$text, color = "gray40",
lineheight = 1.3, margin = margin(b = 16)
),
plot.caption = element_markdown(
size = 8, family = fonts$text, color = "gray50",
margin = margin(t = 12)
),
panel.grid.major = element_line(color = "gray92", linewidth = 0.3),
panel.grid.minor = element_blank(),
axis.ticks = element_blank(),
axis.title.x = element_markdown(size = 9, color = "gray30", family = fonts$text),
axis.title.y = element_markdown(size = 9, color = "gray30", family = fonts$text),
axis.text = element_text(size = 8, color = "gray40", family = fonts$text),
legend.position = "bottom",
legend.title = element_blank(),
legend.text = element_text(size = 8, family = fonts$text),
legend.key.size = unit(0.4, "cm"),
strip.text = element_blank(),
axis.text.x = element_text(angle = 0, hjust = 0.5, size = 7.5,
color = "gray40", family = fonts$text)
)
)
theme_set(weekly_theme)
```
#### [6. Plot]{.smallcaps}
```{r}
#| label: plot
#| warning: false
#### |- Panel A: Horizontal bar chart — current ORCID coverage by region ----
# Accent colors matched exactly to Panel B for cross-panel continuity
accent_regions <- c("Sub-Saharan Africa", "South Asia")
bar_fill_values <- panel_a_data |>
mutate(bar_color = case_when(
region_label == "Sub-Saharan Africa" ~ region_colors["Sub-Saharan Africa"],
region_label == "South Asia" ~ region_colors["South Asia"],
region_label == " " ~ NA_character_,
TRUE ~ "gray78"
)) |>
select(region_label, bar_color) |>
deframe()
label_color_values <- panel_a_data |>
mutate(lbl_color = case_when(
region_label %in% accent_regions ~ "gray15",
region_label == " " ~ NA_character_,
TRUE ~ "gray45"
)) |>
select(region_label, lbl_color) |>
deframe()
p_a <- ggplot(
panel_a_data,
aes(x = orcid_rate, y = region_label, fill = region_label)
) +
# Geoms
geom_col(width = 0.55, alpha = 0.9, na.rm = TRUE) +
geom_text(
data = panel_a_data |> filter(!is.na(orcid_rate)),
aes(
label = percent(orcid_rate, accuracy = 0.1),
color = region_label
),
hjust = -0.15, size = 3, family = fonts$text
) +
# Scale
scale_fill_manual(values = bar_fill_values, guide = "none", na.value = NA) +
scale_color_manual(values = label_color_values, guide = "none", na.value = NA) +
scale_x_continuous(
labels = percent_format(accuracy = 1),
expand = expansion(mult = c(0, 0.20)),
limits = c(0, NA)
) +
scale_y_discrete() +
coord_cartesian(clip = "off") +
# Labs
labs(
title = panel_a_title,
subtitle = panel_a_sub,
x = "Share of journal articles with ORCID author identifier",
y = NULL
) +
# Theme
theme(
panel.grid.major.y = element_blank(),
panel.grid.major.x = element_line(color = "gray92", linewidth = 0.3)
)
### |- Panel B: ORCID momentum line chart ----
# Highlight lines vs muted lines
highlight_ids <- top_regions
# Keep only 3 background comparator regions to avoid noisy texture
comparator_ids <- region_growth |>
filter(!region_id %in% highlight_ids) |>
slice(c(1, 2, 3)) |>
pull(region_id)
p_b <- ggplot(
panel_b_data,
aes(
x = current_up_to, y = orcid_indexed,
color = region_label, group = region_label
)
) +
# Geoms
geom_hline(
yintercept = 100, color = "gray70",
linetype = "solid", linewidth = 0.4
) +
annotate("text",
x = as.Date("2025-01-15"), y = 101,
label = "Jan 2025 baseline", hjust = 0, vjust = 0,
size = 2.5, color = "gray55", fontface = "italic"
) +
geom_line(
data = panel_b_data |> filter(region_id %in% comparator_ids),
linewidth = 0.6, alpha = 0.12, color = "gray75"
) +
geom_line(
data = panel_b_data |> filter(region_id %in% highlight_ids),
linewidth = 1.1, alpha = 0.9
) +
geom_text_repel(
data = end_labels |> filter(region_id %in% highlight_ids),
aes(label = label),
hjust = 0, direction = "y", nudge_x = 45,
size = 2.7, family = fonts$text,
segment.size = 0.3, segment.color = "gray60",
box.padding = 0.1
) +
geom_point(
data = panel_b_data |>
filter(
region_id %in% highlight_ids,
current_up_to == max(current_up_to)
),
size = 2.5, stroke = 0.3
) +
# Scales
scale_color_manual(values = region_colors, guide = "none") +
scale_x_date(
date_labels = "%b '%y",
date_breaks = "3 months",
expand = expansion(mult = c(0.02, 0.28))
) +
scale_y_continuous(
labels = function(x) glue("{x}"),
breaks = c(100, 125, 150, 175, 200)
) +
coord_cartesian(clip = "off") +
# Labs
labs(
title = panel_b_title,
subtitle = panel_b_sub,
x = NULL,
y = "Indexed ORCID coverage<br>(Jan 2025 = 100)"
)
### |- Combined layout ----
p_combined <- p_a + p_b +
plot_layout(widths = c(1, 1)) +
plot_annotation(
title = title_text,
subtitle = subtitle_text,
caption = caption_text,
theme = theme(
plot.title = element_text(
size = 20, face = "bold", family = fonts$title,
margin = margin(b = 6)
),
plot.subtitle = element_text(
size = 11, family = fonts$text, color = "gray30",
lineheight = 1.3, margin = margin(b = 20)
),
plot.caption = element_markdown(
size = 8, family = fonts$caption, color = "gray50",
margin = margin(t = 16), linewidth = 1.2
),
plot.background = element_rect(fill = colors$background, color = NA),
plot.margin = margin(20, 20, 12, 20)
)
)
```
#### [7. Save]{.smallcaps}
```{r}
#| label: save
#| warning: false
### |- plot image ----
save_plot_patchwork(
plot = p_combined,
type = "tidytuesday",
year = 2026,
week = 20,
width = 14,
height = 7
)
```
#### [8. Session Info]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for Session Info
```{r, echo = FALSE}
#| eval: true
#| warning: false
sessionInfo()
```
:::
#### [9. GitHub Repository]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for GitHub Repo
The complete code for this analysis is available in [`tt_2026_20.qmd`](https://github.com/poncest/personal-website/blob/master/data_visualizations/TidyTuesday/2026/tt_2026_20.qmd).
For the full repository, [click here](https://github.com/poncest/personal-website/).
:::
#### [10. References]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for References
1. **Data Source:**
- TidyTuesday 2026 Week 20: [Crossref Metadata Coverage](https://github.com/rfordatascience/tidytuesday/blob/main/data/2026/2026-05-19/readme.md)
:::
#### [11. Custom Functions Documentation]{.smallcaps}
::: {.callout-note collapse="true"}
##### 📦 Custom Helper Functions
This analysis uses custom functions from my personal module library for efficiency and consistency across projects.
**Functions Used:**
- **`fonts.R`**: `setup_fonts()`, `get_font_families()` - Font management with showtext
- **`social_icons.R`**: `create_social_caption()` - Generates formatted social media captions
- **`image_utils.R`**: `save_plot()` - Consistent plot saving with naming conventions
- **`base_theme.R`**: `create_base_theme()`, `extend_weekly_theme()`, `get_theme_colors()` - Custom ggplot2 themes
**Why custom functions?**\
These utilities standardize theming, fonts, and output across all my data visualizations. The core analysis (data tidying and visualization logic) uses only standard tidyverse packages.
**Source Code:**\
View all custom functions → [GitHub: R/utils](https://github.com/poncest/personal-website/tree/master/R)
:::