v2026.1CASRAI Dictionary 1,610 entries across 24 domains · CC-BY 4.01,610 entries · CC-BY 4.0

Dictionary termTrack EStablev2026.2

OA monitoring

The systematic measurement and reporting of open-access publication uptake, compliance with OA policies, and progression toward open scholarship goals at institutional, funder or national level.

ByCASRAI Editorial Board

· Last updated 30 Jul 2026

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Examples

Worked examples

Is an instance
A funder publishes an annual OA-monitoring report showing percentage of outputs openly available by route.
Is an instance
A national OA monitor reveals discipline-level gaps that inform targeted policy interventions.

Counter-examples

Looks similar, but isn't

Not an instance
Reporting OA uptake as a single aggregate number with no breakdown by route, discipline or language.
Not an instance
Relying solely on a closed commercial database for OA monitoring with no validation.

Editorial commentary

OA monitoring tools combine bibliographic data (from Crossref, OpenAlex, Web of Science, Scopus) with OA status information (Unpaywall, Sherpa Romeo, DOAJ) to track: percentage of publications openly available, OA-route breakdown (gold, hybrid, green, bronze, diamond), licence distributions, compliance with funder mandates, and time-to-OA. National implementations include the French Open Science Monitor, the Dutch Open Science Monitor, and the UNESCO Open Science Outlook. OA monitoring is essential to evaluating policy effectiveness and to identifying equity gaps across disciplines, languages and regions.

References

French Open Science Monitor (barometredelascienceouverte.esr.gouv.fr). Robinson-Garcia N et al. 'Open access uptake by universities worldwide' PeerJ 2020. UNESCO Open Science Outlook.

Also known as

Open access monitoring · OA monitor

Machine-readable encodings

Use in your systems

JATS XML <role> element

xml

<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="OA monitoring"
      vocab-term-identifier="https://casrai.org/dictionary/term/oa-monitoring" />

Schema.org DefinedTerm (JSON-LD)

json

{
  "@context": "https://schema.org",
  "@type": "DefinedTerm",
  "@id": "https://casrai.org/dictionary/term/oa-monitoring",
  "name": "OA monitoring",
  "identifier": "https://casrai.org/dictionary/term/oa-monitoring",
  "description": "The systematic measurement and reporting of open-access publication uptake, compliance with OA policies, and progression toward open scholarship goals at institutional, funder or national level.",
  "inDefinedTermSet": "https://casrai.org/dictionary/domain/knowledge-equity#set",
  "url": "https://casrai.org/dictionary/term/oa-monitoring",
  "sameAs": [
    "Open access monitoring",
    "OA monitor"
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "publisher": {
    "@id": "https://casrai.org/#organization"
  },
  "dateModified": "2026-07-30T08:56:55",
  "inLanguage": "en"
}

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