Monitoring and evaluating the effectiveness of UKRI’s open access policy: Principles, opportunities and challenges

This report sets out principles, opportunities and challenges for the development of a monitoring and evaluation framework for UK Research and Innovation’s open access (OA) policy. The recommended evaluation questions were identified through interviews and workshops with a range of external stakeholders and in-depth desk research investigating existing monitoring and evaluation activities. The report also provides an overview of stakeholder views about key considerations for monitoring and evaluating the policy including principles of best practice. The report annex sets out recommended approaches to answering the questions, including data sources, aggregation and analysis methodologies. UKRI will consider the outcomes and recommendations of this project in developing its final monitoring and evaluation framework.