National Open Access Monitor Survey “Defining Requirements” Update

Survey Outcome

The results of the first stakeholder survey of the National Open Access Monitor Project “Defining Requirements” have been published: The purpose of the survey was to capture stakeholder input on the tender requirements for the National Open Access Monitor. The survey was designed to:

  • Arrive at a community-agreed definition for open access in this context at the national level, and
  • Validate, and if required expand on, the user stories and functional requirements of the National Open Access Monitor as identified by the NORF OA Monitoring Policy Brief Group.

All of the proposed scopes for the National Open Access Monitor were passed with over 90% agreement:

  • 97% agreed with the use of the BOAI definition of “open access” for this purpose:

“By “open access” to this literature, we mean its free availability on the public internet, permitting any users to read, download, copy, distribute, print, search, or link to the full texts of these articles, crawl them for indexing, pass them as data to software, or use them for any other lawful purpose, without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself.”

  • 94% agreed with the use of the Unpaywall definition of “open access types” for this purpose
  • 97% agreed that peer-reviewed journal articles and conference proceedings are initially prioritised in the tender requirements for the National Open Access Monitor; with the proviso that the Monitor must have the potential in the future to expand to monitor monographs, book chapters, other scholarly publication outputs, open research activities and measures (to be defined during Action 6.2.3, expected in 2025-2027).
  • 94% agreed that the National Open Access Monitor focus on publications which can be uniquely and unambiguously identified by a DOI
  • 91% agreed that the National Open Access Monitor defines an “Irish scholarly publication” as a publication which contains the unique persistent identifier of an Irish organisation in the publication and/or the publication metadata and/or the persistent identifier metadata.

The majority of the success criteria, user personas and user stories were validated, with only minor changes. The additional current and future functional monitoring/reporting requirements supplied by participants of the survey have been included as an appendix to the tender documents.

For more detail on this, please see the National Open Access Monitor Survey: Defining Requirements: Outcome Report here The underlying survey response data is available here:



All are welcome to attend the public webinar on the survey results, which will be hosted on 3rd May at 3pm. The webinar will:

  • provide an overview of the project and the survey,
  • review the results of the survey in detail, and
  • advise on next steps for stakeholders.



Tender Documents

For the tender documents, the survey results were combined with the relevant requirements and specifications as detailed in:

The tender documents were reviewed and approved by the National Open Access Monitor Advisory Group on 29th March 2023, and were published on 6th April 2023: