Open access funder policies and mandates

Below you can find a list of major funder mandates and policies around open access (OA), with a brief summary of key points for each one. These policies cover gold (publishing your work) and / or green (the archiving of your work) OA.

Why is this important for researchers?

If you’ve received any grants from these funders you will probably have to make your work OA by one of these routes. We do our best to keep this information up to date, but recommend that you always double-check directly on your funder’s website. You can do this by following the links in each section.

You can also visit RoarMap for alternative information, or to check any of the summaries given here. Please note that not all OA policies for the country and/or region are listed here.

We try to keep these policies up to date but if you spot any errors, or are aware of any changes, we’d love to hear from you. You can contact us with any comments or updates at openaccess@tandf.co.uk.

How do I check if the journal I want to publish in is compatible with my funder’s OA policy?

You can search for details of every Taylor & Francis journal’s green OA policy and gold OA publishing options, including information on which licenses are available and what embargo period is applicable:

Search the Taylor & Francis OA journal checker

Funder statements will be shown in the additional information section on the HTML version of the article for all of our journals. This ensures funder information is visible on every applicable article and you can easily meet the requirements of the organization that funded your research.

Find out more

Gold OA at Taylor & Francis
Posting your article on websites and repositories (green OA at Taylor & Francis)
What is a Version of Record?

Regional open access funder policies and mandates

(Click on the text below to show the dropdown options)

European Research Council (ERC)

Policy: Requests green OA, encourages gold. It recommends that researchers be prepared to share data with other researchers.

Key information for funded researchers
The ERC requests that an electronic copy of any research article, monograph, or other research publication that is funded by the ERC is deposited in a suitable repository on publication. Open access should be provided as soon as possible and (no later than six months after the official publication date for science, technology and medicine publications and twelve months for the social sciences, arts and humanities).

Open access fees incurred during the project can be charged against ERC grants.

Horizon2020

Policy: Gold and green OA

Key information for funded researchers
Article publishing charges are eligible for reimbursement during the project (see the Model Grant Agreement). The final published article (the Version of Record) should be deposited on publication. Open access costs incurred once a project is completed cannot be refunded from the budget. However, a pilot project under the OpenAIRE2020 project will address publication charges from completed FP7 projects.

If the author does not publishe their article as gold OA, the Accepted Manuscript version of the article must be deposited in a repository on publication (green OA), with open access available within either six months (science, technology, and medical subjects) or twelve months (social sciences, arts and humanities) of publication. Data related to the article should also be deposited in a data repository.

 

National open access funder policies and mandates

(Click on the text below to show the dropdown options)

The Australian Research Council (ARC)
Policy: Green OA

Key information for funded researchers
Provide publication metadata and ensure grant information is included in the article. Researchers must deposit the Accepted Manuscript version of their article in a repository within twelve (12) months of publication of the final published article (the Version of Record). If a journal has a longer embargo period, the grantee should note this in their Final Report.

National Health and Medical Research Council (NHMRC)
Policy: Green OA. For gold OA, NHMRC funds are available to pay for article publishing charge (APC).

Key information for funded researchers
Provide publication metadata and ensure grant information is included in the article. Researchers must deposit the Accepted Manuscript version of their article in a repository within twelve (12) months of publication of the final published article (the Version of Record). If the Version of Record is freely available on the publisher’s website, researchers can provide a link to the article. If a journal has a longer embargo period, the grantee should note this in their grant reports.

ÖAW (Academy of Sciences)
Policy: Green OA

Key information for funded researchers
ÖAW recommends deposit of work in a repository as quickly as possible.

Austrian Science Fund / FWF *
Policy: Gold and green OA
* holder of a prepayment membership with Taylor & Francis

Key information for funded researchers
For gold OA, funds are available to pay APCs up to €2,500 for fully OA journals and €1,500 for hybrid journals. Researchers must sign a Creative Commons Attribution (CC BY) license when publishing their article. Journals should be indexed in DOAJ (if fully OA - Open journals), or Scopus / Web of Science (if hybrid OA - Open Select journals)

For green OA, researchers must deposit the Accepted Manuscript version of the article in a repository within six to twelve months of publication, with non-commercial reuse rights.

Deposit in a sustainable-access repository deposit is required for all publications (list provided at OpenDOAR), and if publications are in the life sciences, deposit is required in Europe PubMed Central. Researchers are encouraged to make their data openly accessible either immediately, or if not used in publications, two years after the project is completed.

Taylor & Francis manages the deposit of articles in PubMed Central for all authors. To ensure we can do this for you, please ensure you complete the funding information in our online submissions system when you submit your paper or tell us at proof stage.

Fonds de la recherche Scientifique (FRS-FNRS)
Policy: Green OA

Key information for funded researchers
Deposit the Author’s Accepted Manuscript version of their article in a repository immediately on acceptance. This version must be made freely available within either six months (science, technology, and medical) or twelve months (social sciences, arts, and humanities) of publication.

If authors are unable to meet the embargo periods, they are required to inform their hosting institution and the FRS-FNRS.

Gold OA costs incurred during the timeframe of the project can be claimed, to a limit of €500 per article.

Fonds voor Wetenschappelijk Onderzoek / Research Foundation Flanders (FWO)
Policy: Green OA

Key information for funded researchers
Deposit their article (and data) in a public open-access database (or repository), within twelve months of publication.

Tri-Agency Policy
Natural Sciences and Engineering Research Council of Canada (NSERC), the Social Sciences and Humanities Research Council of Canada (SSHRC) and the Canadian Institutes of Health Research (CIHR)

Policy: Gold or green OA

Key information for funded researchers
Gold OA / delayed free access: ensure final published articles are freely accessible through the publisher’s website within twelve months of publication. Grant funds can be used to cover article publishing charges (APCs). Researchers are encouraged to deposit the Version of Record into an accessible online repository.
Green OA: archive Author’s Accepted Manuscript versions of articles in a repository within twelve months of publication.

Data deposit (CIHR funded researchers)
Deposit data into a publicly accessible repository or database and retain all data sets (published or not) for a minimum of five years after the end of the grant (or longer if other policies apply).

Chinese Academy of Science (CAS)

Policy: Green OA. Funds available to publish Gold OA.

Key information for funded researchers
Researchers and graduate students must deposit the final, peer-reviewed manuscripts of their research articles resulting from any public funding, submitted and consequently published since the issuing of the policy, into the open access repositories of their respective institutes, to be made open access within twelve months of their official publication.

CAS also encourages researchers to deposit previously published articles into their respective institutional repositories. CAS will also support researchers to publish in open access journals with good quality control and an affordable APC.

National Natural Science Foundation of China (NSFC)
Policy: Green OA

Key information for funded researchers
Funded researchers must deposit the final, peer-reviewed manuscripts of research articles resulting from its funding, submitted and consequently published since the issuing of the policy, into the NSFC open access repository (2016), to be made open access within twelve months of their official publication in academic journals.

Danish Council for Independent Research
Danish National Research Foundation
Danish Council for Strategic Research
Danish National Advanced Technology Foundation
Danish Council for Technology and Innovation

Policy: Green OA

Key information for funded researchers
If the journal permits it, deposit the Author’s Accepted Manuscript version of articles in repositories within six months (health, natural sciences, engineering, agricultural, and veterinarian sciences) or twelve months (social sciences and the humanities).

Deutsche Forschungsgemeinschaft (DFG)

Policy: Green and gold OA

Key information for funded researchers
Publications are to be made freely accessible in open access journals immediately on publication or – via repositories – no later than six months (sciences) or twelve months (social sciences and humanities) after the original publication.

Article publishing charges of up to €2,000 may be financed through DFG funds for publication in fully Open journals.

RANNIS

Policy: Green and gold OA

Key information for funded researchers
Unless otherwise agreed upon, researchers should publish their research either in open access journals or deposit in repositories on publication, with an embargo period of up to twelve (12) months.

Ministry of Education, Universities and Research (MIUR)

Policy: Green OA

Key information for funded researchers
Please check ROARmap for updates.

Japan Science and Technology Agency (JST)

Policy: Draft recommendation covering both gold and green OA.

Key information for funded researchers
The proposed policy would allow researchers to choose between green and gold OA. Researchers should ensure that they deposit the Author’s Accepted Manuscript version of their article (or final published article) in a repository within twelve months.

Find out more on the JST website (Japanese).

Research Council of Lithuania

Policy: Green and gold OA

Key information for funded researchers
The Accepted Manuscript should be deposited in in a repository immediately on publication, providing open access after an embargo period of 6 (sciences) or 12 (social sciences and the humanities) months.

Article publishing charges are eligible costs for projects. CC BY licences should be used in open access journals.

Read the legislation (Lithuanian).

Policy: National legislation encouraging green OA, depositing to a national repository.

Key information for funded researchers
Please check ROARmap for updates.

Please note – many authors based in institutions in the Netherlands may be eligible to publish open access in our Open Select journals, free of charge, under our agreement with VSNU

Netherlands Organisation for Scientific Research 

Policy: Green and gold OA

Key information for funded researchers
Authors can choose to publish gold OA in either hybrid or full OA titles. Authors may apply for publication funds of up to €6,000 per project from the NOW Incentive Funds for Open Access until 1 January 2018.

If opting for the green OA route, researchers should deposit their Author's Original Manuscript or Accepted Manuscript openly in a repository immediately on publication.

Fundação para a Ciência e a Tecnologia (FCT)

Policy: Green and gold OA

Key information for funded researchers
Peer-reviewed content to be deposited in one of the open access repositories hosted within the Repositório Científico de Acesso Aberto de Portugal (RCAAP) as soon as possible, preferably immediately on acceptance for publication. Embargo periods of up to 6 (scientific subject areas) or 12 months (social sciences, arts, and humanities) are allowed. Researchers are encouraged to share data with the scientific community, by placing it in open access databases (such as Genbank), within the shortest time possible.

Article publishing charges are eligible for reimbursement within the scope of FCT's project funding. Articles published on a gold OA basis using these funds should be depositied immediately into a repository, and a CC BY licence should be applied.

Find out more (Portuguese).

Agency for Science, Technology and Research (A*STAR)

Policy: Green OA, gold OA article publishing charge funding available.

Key information for funded researchers
All content must be deposited in A* OA Repository (A*OAR) or any other institutional/subject repository and be publicly available no later than 12 months following publication.

APCs are grant-fundable, with A* recommending full OA journals.

National legislation

Policy: Green OA

Key information for funded researchers
Spanish researchers who carry out their research mainly funded by the national government will make public a copy of the final version of the accepted paper as soon as possible, and no later than twelve months after publication. These open access copies will be archived in an institutional or thematic repository.

National Research Foundation (NRF)

Policy: Green OA

Key information for funded researchers
Authors should deposit their final Accepted Manuscript to the administering institution’s repository with an embargo period of no more than twelve months.

If the paper is published in an OA journal, or the publisher allows the deposit of the published version in PDF format, this version should be deposited in the administering institutional repository and OA should be provided as soon as possible.

Vetenskapsrådet / Swedish Research Council

Policy: Green and Gold OA

Key information for funded researchers
If opting for green OA, researchers must deposit their article in a repository within a maximum of six months (science, technology, and medical) or twelve months (social sciences, arts, and humanities) from publication.

Where article publishing charges are paid, researchers must sign a Creative Commons Attribution (CC BY) license when publishing their article.

Swiss National Science Foundation (SNSF)

Policy: Green OA. Article publishing charge (APC) funding available for gold OA.

Key information for funded researcher
Green OA required and, where possible, within six months for journal articles and 24 months for books.

APCs for full OA journals may be claimed from SNSF grants up to a limit of CHF3,000 per publication.

Charity Open Access Fund (COAF)

(Arthritis Research UK, Bloodwise, British Heart Foundation, Cancer Research UK, Parkinson's UK, Wellcome Trust)
Policy: Gold OA (funded for 36 institutions)

Key information for funded researchers
Article publishing charges for research papers acknowledging at least one of the partner charities as a funder can be charged to COAF.

Authors must have signed a Creative Commons Attribution (CC BY) license when publishing their article. The journal must deposit, on behalf of the author, the final published article (the Version of Record) to PubMed Central on publication.

Taylor & Francis manages the deposit of articles in PubMed Central for all authors. To ensure we can do this for you, please ensure you complete the funding information in our online submissions system when you submit your paper or tell us at proof stage.

Higher Education Funding Council for England (HEFCE)

Policy: Green OA

Key information for funded researchers
To be eligible for submission to REF 2021, the Accepted Manuscript must have been deposited in an institutional or subject repository on acceptance for publication (applies to articles published after April 1, 2016).

Where a publication specifies an embargo period, authors can comply with the policy by making a ‘closed’ deposit on acceptance. The maximum allowed embargo period is 12 months for science, technology and medicine and 24 months for the social sciences, arts, and humanities.

Research Councils UK (RCUK)

Policy: Gold and green OA

Key information for funded researchers
If opting for gold OA, researchers must sign a Creative Commons Attribution (CC BY) license when publishing their article. Article publishing charges (APCs) may be paid from block grants to research organizations.

For green OA, the Accepted Manuscript must be deposited in a repository within six months of publication for STEM disciplines, or 12 months in the arts, humanities, and social sciences. Where funding for APCs is unavailable, the maximum embargo is 12 months for STEM disciplines or 24 months in the arts, humanities, and social sciences.

Wellcome

Policy: Gold (funded) and green OA

Key information for funded researchers
For gold OA with article publishing charge (APC) funding, authors must have signed a Creative Commons Attribution (CC BY) license when publishing their article and ensure it is deposited in PubMed Central as soon as possible.

For green OA, the Accepted Manuscript must be deposited in Europe PubMed Central within six months of publication.

Taylor & Francis manages the deposit of Gold OA articles in PubMed Central for all authors. To ensure we can do this for you, please ensure you complete the funding information in our online submissions system when you submit your paper or tell us at proof stage.

Taylor & Francis meets Wellcome's publisher requirements as defined on their website.

National Institutes of Health (NIH) public access policy

Policy: Green OA

Key information for funded researchers
The Accepted Manuscript or the final published article (Version of Record) should be deposited in National Library of Medicine's PubMed Central, to be made publicly available no later than twelve months after the official date of publication.

Taylor & Francis manages the deposit of NIH-funded articles in PubMed Central for all authors. To ensure we can do this for you, please ensure you complete the funding information in our online submissions system when you submit your paper or tell us at proof stage.

OSTP (Office of Science and Technology Policy) memorandum

Policy: Green OA

Key information for funded researchers
Funded federal agencies or bureaus should ensure free, public, online access to a machine-readable version of either the Accepted Manuscript version or the final published article (Version of Record) of funded research within twelve months of publication.
Each agency has specified its own repository of choice in which to deposit content. Each department's plan can be accessed on CENDI.

Agencies covered by the OSTP memo:

• Department of Health and Human Services (HHS)
• Agency for Healthcare Research and Quality (AHRQ)
• HHS Office of the Assistant Secretary for Preparedness and Response (ASPR)
• HHS Centers for Disease Control and Prevention (CDC)
• Department of Homeland Security (DHS)
• Department of Defense (DoD)
• Department of Energy (DOE)
• Department of the Interior (DOI)
• Department of Transportation (DOT)
• Department of Education (ED)
• Environmental Protection Agency (EPA)
• HHS Food and Drug Administration (FDA)
• National Aeronautics and Space Administration (NASA)
• HHS National Institutes of Health (NIH)
• Department of Commerce (DOC)
• National Institute of Standards and Technology (NIST)
• DOC National Oceanic and Atmospheric Administration (NOAA)
• National Science Foundation (NSF)
• Office of the Director of National Intelligence (ODNI)
• Smithsonian Institution (SI)
• United States Agency for International Development (USAID)
• United States Department of Agriculture (USDA)
• United States Department of Veterans Affairs (VA)

 

International open access funder policies and mandates

(Click on the text below to show the dropdown options)

World Health Organization

Policy: Green and gold OA, with funding available.

Key information for funded researchers
Articles authored or co-authored by WHO staff must be published in an open access journal, or a hybrid open access journal under the terms of a Creative Commons intergovernmental organization (IGO) ported license, or in a subscription journal that allows for the depositing of the Author’s Accepted Manuscript in Europe PubMed Central within twelve months of the official publication date.

Bill & Melinda Gates Foundation

Policy: Gold OA

Key information for funded researchers
All articles and their associated data must be OA immediately upon publication, without any embargo period, and published under the terms of a CC BY license 4.0, or equivalent.

The foundation will pay reasonable article publishing charges for publication.

World Bank

Policy: Green and gold OA

Key information for funded researchers
Articles published gold OA should be under the terms of a CC-BY license. For green OA, articles should be published under the terms of a CC BY-NC-ND license with a maximum 18 month embargo period on the Accepted Manuscript deposit. The World Bank requires electronic copies of complete, final manuscripts, as defined above, as well as the associated metadata, to be deposited in the Open Knowledge Repository.

Taylor & Francis manages the deposit of articles and associated metadata in the Open Knowledge Repository for all authors. To ensure we can do this for you, please ensure you complete the funding information in our online submissions system when you submit your paper or tell us at proof stage.