OpenScholar: Synthesizing Scientific Literature with Retrieval-augmented LMs

Scientific progress depends on researchers' ability to synthesize the growing body of literature. Can large language models (LMs) assist scientists in this task? We introduce OpenScholar, a specialized retrieval-augmented LM that answers scientific queries by identifying relevant passages from 45 million open-access papers and synthesizing citation-backed responses. To evaluate OpenScholar, we develop ScholarQABench, the first large-scale multi-domain benchmark for literature search, comprising 2,967 expert-written queries and 208 long-form answers across computer science, physics, neuroscience, and biomedicine. On ScholarQABench, OpenScholar-8B outperforms GPT-4o by 5% and PaperQA2 by 7% in correctness, despite being a smaller, open model. While GPT4o hallucinates citations 78 to 90% of the time, OpenScholar achieves citation accuracy on par with human experts. OpenScholar's datastore, retriever, and self-feedback inference loop also improves off-the-shelf LMs: for instance, OpenScholar-GPT4o improves GPT-4o's correctness by 12%. In human evaluations, experts preferred OpenScholar-8B and OpenScholar-GPT4o responses over expert-written ones 51% and 70% of the time, respectively, compared to GPT4o's 32%. We open-source all of our code, models, datastore, data and a public demo.

Contextualized Evaluations: Taking the Guesswork Out of Language Model Evaluations

Language model users often issue queries that lack specification, where the context under which a query was issued -- such as the user's identity, the query's intent, and the criteria for a response to be useful -- is not explicit. For instance, a good response to a subjective query like "What book should I read next?" would depend on the user's preferences, and a good response to an open-ended query like "How do antibiotics work against bacteria?" would depend on the user's expertise. This makes evaluation of responses to such queries an ill-posed task, as evaluators may make arbitrary judgments about the response quality. To remedy this, we present contextualized evaluations, a protocol that synthetically constructs context surrounding an underspecified query and provides it during evaluation. We find that the presence of context can 1) alter conclusions drawn from evaluation, even flipping win rates between model pairs, 2) nudge evaluators to make fewer judgments based on surface-level criteria, like style, and 3) provide new insights about model behavior across diverse contexts. Specifically, our procedure uncovers an implicit bias towards WEIRD contexts in models' "default" responses and we find that models are not equally sensitive to following different contexts, even when they are provided in prompts.

LLMs as Research Tools: A Large Scale Survey of Researchers' Usage and Perceptions

The rise of large language models (LLMs) has led many researchers to consider their usage for scientific work. Some have found benefits using LLMs to augment or automate aspects of their research pipeline, while others have urged caution due to risks and ethical concerns. Yet little work has sought to quantify and characterize how researchers use LLMs and why. We present the first large-scale survey of 816 verified research article authors to understand how the research community leverages and perceives LLMs as research tools. We examine participants' self-reported LLM usage, finding that 81% of researchers have already incorporated LLMs into different aspects of their research workflow. We also find that traditionally disadvantaged groups in academia (non-White, junior, and non-native English speaking researchers) report higher LLM usage and perceived benefits, suggesting potential for improved research equity. However, women, non-binary, and senior researchers have greater ethical concerns, potentially hindering adoption.

ArxivDIGESTables: Synthesizing Scientific Literature into Tables using Language Models

When conducting literature reviews, scientists often create literature review tables - tables whose rows are publications and whose columns constitute a schema, a set of aspects used to compare and contrast the papers. Can we automatically generate these tables using language models (LMs)? In this work, we introduce a framework that leverages LMs to perform this task by decomposing it into separate schema and value generation steps. To enable experimentation, we address two main challenges: First, we overcome a lack of high-quality datasets to benchmark table generation by curating and releasing arxivDIGESTables, a new dataset of 2,228 literature review tables extracted from ArXiv papers that synthesize a total of 7,542 research papers. Second, to support scalable evaluation of model generations against human-authored reference tables, we develop DecontextEval, an automatic evaluation method that aligns elements of tables with the same underlying aspects despite differing surface forms. Given these tools, we evaluate LMs' abilities to reconstruct reference tables, finding this task benefits from additional context to ground the generation (e.g. table captions, in-text references). Finally, through a human evaluation study we find that even when LMs fail to fully reconstruct a reference table, their generated novel aspects can still be useful.

IdeaSynth: Iterative Research Idea Development Through Evolving and Composing Idea Facets with Literature-Grounded Feedback

Research ideation involves broad exploring and deep refining ideas. Both require deep engagement with literature. Existing tools focus primarily on idea broad generation, yet offer little support for iterative specification, refinement, and evaluation needed to further develop initial ideas. To bridge this gap, we introduce IdeaSynth, a research idea development system that uses LLMs to provide literature-grounded feedback for articulating research problems, solutions, evaluations, and contributions. IdeaSynth represents these idea facets as nodes on a canvas, and allow researchers to iteratively refine them by creating and exploring variations and composing them. Our lab study (N=20) showed that participants, while using IdeaSynth, explored more alternative ideas and expanded initial ideas with more details compared to a strong LLM-based baseline. Our deployment study (N=7) demonstrated that participants effectively used IdeaSynth for real-world research projects at various ideation stages from developing initial ideas to revising framings of mature manuscripts, highlighting the possibilities to adopt IdeaSynth in researcher's workflows.

A Design Space for Intelligent and Interactive Writing Assistants

In our era of rapid technological advancement, the research landscape for writing assistants has become increasingly fragmented across various research communities. We seek to address this challenge by proposing a design space as a structured way to examine and explore the multidimensional space of intelligent and interactive writing assistants. Through a large community collaboration, we explore five aspects of writing assistants: task, user, technology, interaction, and ecosystem. Within each aspect, we define dimensions (i.e., fundamental components of an aspect) and codes (i.e., potential options for each dimension) by systematically reviewing 115 papers. Our design space aims to offer researchers and designers a practical tool to navigate, comprehend, and compare the various possibilities of writing assistants, and aid in the envisioning and design of new writing assistants.

PaperWeaver: Enriching Topical Paper Alerts by Contextualizing Recommended Papers with User-collected Papers

With the rapid growth of scholarly archives, researchers subscribe to "paper alert" systems that periodically provide them with recommendations of recently published papers that are similar to previously collected papers. However, researchers sometimes struggle to make sense of nuanced connections between recommended papers and their own research context, as existing systems only present paper titles and abstracts. To help researchers spot these connections, we present PaperWeaver, an enriched paper alerts system that provides contextualized text descriptions of recommended papers based on user-collected papers. PaperWeaver employs a computational method based on Large Language Models (LLMs) to infer users' research interests from their collected papers, extract context-specific aspects of papers, and compare recommended and collected papers on these aspects. Our user study (N=15) showed that participants using PaperWeaver were able to better understand the relevance of recommended papers and triage them more confidently when compared to a baseline that presented the related work sections from recommended papers.

Personalized Jargon Identification for Enhanced Interdisciplinary Communication

Scientific jargon can impede researchers when they read materials from other domains. Current methods of jargon identification mainly use corpus-level familiarity indicators (e.g., Simple Wikipedia represents plain language). However, researchers' familiarity of a term can vary greatly based on their own background. We collect a dataset of over 10K term familiarity annotations from 11 computer science researchers for terms drawn from 100 paper abstracts. Analysis of this data reveals that jargon familiarity and information needs vary widely across annotators, even within the same sub-domain (e.g., NLP). We investigate features representing individual, sub-domain, and domain knowledge to predict individual jargon familiarity. We compare supervised and prompt-based approaches, finding that prompt-based methods including personal publications yields the highest accuracy, though zero-shot prompting provides a strong baseline. This research offers insight into features and methods to integrate personal data into scientific jargon identification.

Beyond Summarization: Designing AI Support for Real-World Expository Writing Tasks

Large language models have introduced exciting new opportunities and challenges in designing and developing new AI-assisted writing support tools. Recent work has shown that leveraging this new technology can transform writing in many scenarios such as ideation during creative writing, editing support, and summarization. However, AI-supported expository writing--including real-world tasks like scholars writing literature reviews or doctors writing progress notes--is relatively understudied. In this position paper, we argue that developing AI supports for expository writing has unique and exciting research challenges and can lead to high real-world impacts. We characterize expository writing as evidence-based and knowledge-generating: it contains summaries of external documents as well as new information or knowledge. It can be seen as the product of authors' sensemaking process over a set of source documents, and the interplay between reading, reflection, and writing opens up new opportunities for designing AI support. We sketch three components for AI support design and discuss considerations for future research.

The Semantic Reader Project: Augmenting Scholarly Documents through AI-Powered Interactive Reading Interfaces

Scholarly publications are key to the transfer of knowledge from scholars to others. However, research papers are information-dense, and as the volume of the scientific literature grows, the need for new technology to support the reading process grows. In contrast to the process of finding papers, which has been transformed by Internet technology, the experience of reading research papers has changed little in decades. The PDF format for sharing research papers is widely used due to its portability, but it has significant downsides including: static content, poor accessibility for low-vision readers, and difficulty reading on mobile devices. This paper explores the question "Can recent advances in AI and HCI power intelligent, interactive, and accessible reading interfaces -- even for legacy PDFs?" We describe the Semantic Reader Project, a collaborative effort across multiple institutions to explore automatic creation of dynamic reading interfaces for research papers. Through this project, we've developed ten research prototype interfaces and conducted usability studies with more than 300 participants and real-world users showing improved reading experiences for scholars. We've also released a production reading interface for research papers that will incorporate the best features as they mature. We structure this paper around challenges scholars and the public face when reading research papers -- Discovery, Efficiency, Comprehension, Synthesis, and Accessibility -- and present an overview of our progress and remaining open challenges.