Frequently asked questions

Open access books

Below you can find answers to common questions about publishing your work as an open access book. This guide covers the essential information authors need to understand the benefits, processes, and options available when making your research freely accessible to readers worldwide through our open access publishing program.

Funding and charges

When you are looking to publish an open access book or chapter you will usually be required to pay a book publishing charge (BPC). There are many funding options available to help you cover these fees; our team is here to help you navigate the funding landscape.

More information can be found on our Open access book publication charges & funding page.

Does your funder need proof that your book is under contract to secure funding?  

If your funder needs proof of contract, it is worth noting that open access is mentioned as an option in our standard Taylor & Francis Book contracts which can be used as proof. We are more than happy to add an open access addendum once funding is secured – as well as an open access funder agreement – just mention it to your editor. 

When would BPCs need to be paid?

At any point up until the final manuscript is submitted to Taylor & Francis for production, unless otherwise agreed. It is important to know the timeline when your funder will be able to release the fees for your open access project as it may be longer than you expect.

Can a published book or chapter be converted to open access after publication?  

Yes, it can! If your work has already been published by Taylor & Francis, there is no need for the work to go through a second peer review process to convert your content to open access as there will be no changes or additions to the content for the open access version.

It involves the payment of a book publishing charge (BPC), signing an open access contract addendum, and selecting a Creative Commons license to protect the work. 

If you wish to convert a published book to open access, we apply a tiered pricing system that is linked to the publication date of the work. BPC details can be found below:

Full book
12 – 24 months post-publication | 30% discount
24 – 36 months post-publication | 50% discount

Chapter
12 – 24 months post-publication | 30% discount
24 – 36 months post-publication | 50% discount

For more information, view our retrospective open access section.

What if the authors change their mind or the open access funding falls through before submission?

Taylor & Francis would discuss the best available options with the relevant author(s) but would be most likely to proceed with the book in the normal way for a non-open access title.

Creative Commons licences

As an author, when you choose to publish your book or chapter open access you retain copyright of your work. At Taylor & Francis we offer flexibility with the license types available to fit you and your funder’s needs.

Taylor & Francis Open Access book content is published under a Creative Commons license as standard. Our preferred license is Attribution-NonCommercial-NoDerivs (CC BY-NC-ND) license. Under this license, others may download your work and share it as long as they credit you, but they can’t change it in any way or use it commercially. The full legal code is available here.

Why CC BY-NC-ND?

It is our view that this license provides the best combination of dissemination and protection, particularly for our authors in humanities and social sciences.

We believe that we are offering the licensing option that best respects our authors’ preferences and practical considerations, but other licenses are available in case these better suit you or your funder’s needs.

Alternative Creative Commons Licenses available

Attribution (CC BY)
This license allows reusers to distribute, remix, adapt, and build upon the material in any medium or format, so long as attribution is given to the creator. The license allows for commercial use.

Attribution-NonCommercial (CC BY-NC)
This license allows reusers to distribute, remix, adapt, and build upon the material in any medium or format for non-commercial purposes only, and only so long as attribution is given to the creator.

Attribution-No Derivatives (CC-BY-ND)
This license allows reusers to copy and distribute the material in any medium or format in unadapted form only, and only so long as attribution is given to the creator. The license allows for commercial use.  

Attribution-ShareAlike (CC-BY-SA)
This license allows reusers to distribute, remix, adapt, and build upon the material in any medium or format, so long as attribution is given to the creator. The license allows for commercial use. If you remix, adapt, or build upon the material, you must license the modified material under identical terms.

Attribution- NonCommercial-ShareAlike (CC-BY-NC-SA)
This license allows reusers to distribute, remix, adapt, and build upon the material in any medium or format for non-commercial purposes only, and only so long as attribution is given to the creator. If you remix, adapt, or build upon the material, you must license the modified material under identical terms.

This short video provides an introduction to all the parts of a CC license, and you can also use this handy tool to help identify the best license for you.

We also have a dedicated Rights and Permissions team for any re-use queries not covered by the relevant Creative Commons license.

Does your funder mandate a specific Creative Commons license to publish under?

Taylor & Francis retains the flexibility for you to publish your work under any of the Creative Commons licenses to meet your funder requirements, just mention your preferred licence to your Taylor & Francis editor when introducing the project.

Retrospective open access

When you convert your previously published book or chapter to open access, you are unlocking your research to be discovered online by researchers across the globe. It involves the payment of a book processing publishing charge (BPC), selecting a Creative Commons license, and signing an OA contract addendum to allow us to publish the work open access. There are many funding options available to help you cover these fees and our team is here to help you navigate the funding landscape.

The print copy of the work is still available for purchase when you convert your research to open access. Royalties will still be payable on all print copies sold (if applicable), as with traditionally published work.

Steps for open access conversion

Every title Taylor & Francis publishes, whether it is published open access or traditionally, must undergo the first 4 steps in order to be accepted for publication.

• Initial peer review
• Discuss reviews
• Accepted after an Editorial Board meeting
• Contract signed

If your work has already been published by Taylor & Francis, there is no need for the work to go through a second peer review process to convert your content to open access as there will be no changes or additions to the content for the open access version.

1. Your contract will be updated with an open access addendum – this will set out the Creative Commons licence under which you wish your work to be published.
2. You will be issued with an invoice for the BPC with instructions on how to make payment (usually via card payment or bank transfer).

Your work will be converted to open access under the license of your choice. In practical terms this means that the title will be flagged as open access on Routledge.com with an open access symbol and readers will be able to access your work on our eBook platform TaylorFrancis.com.

Once the title is converted, it doesn’t stop at Taylor & Francis platforms. We send a record of your work to OAPEN and the Open Research Library, two of the biggest open access books repositories. We also have 30+ metadata feeds to platforms such as Google Scholar and Amazon where readers outside of academic institutions can access your work, benefiting independent researchers across the globe.

Our marketing department will highlight new open access content to readers through multiple channels and include open access work in subject and topical based collections. We will be able to feed back where your work has been read around the globe so you can track the impact of your research.

One of the benefits of open access is the ability to share and collaborate with people. Links to the book can be shared on social media, blog posts and cited in research letting you track the impact of the work through altmetrics.  Our study on the impact of open access on eBook usage has shown that on average retrospective open access books see three times as many views and downloads as similar non-OA titles in the first four years after publication.

What does the BPC cover if the work is converted retrospectively?

The BPC pays it forward. It enables researchers to discover the work and not be barred by subscription fees or download costs.

• This equalizes the research landscape and enables collaboration as it means that both independent researchers and those affiliated at different institutions can access your work. They are not dependent on the subscriptions that the institutions pay for, or one party paying to access research that may not be relevant.
• It opens the readership of your work. As your work can be found online without barriers, it means that the general public will be able to access and explore your research allowing learners to upskill in the areas that interest them without the financial constraints that may hold some back.

It covers the cost of the hosting your content and continually making it discoverable. This includes technological and format updates to ensure your work can be read for years to come. We are committed to the long-term preservation of your work through a range of third parties including Portico to keep your work safe and accessible.

How much is the BPC?

For work converted to open access retrospectively, Taylor & Francis operates a tiered discount system.

Time after publication

Full Book
Delayed OA | 12 – 24 months | 30% discount
Delayed OA | 24 – 36 months | 50% discount

Chapter
Delayed OA | 12 – 24 months | 30% discount
Delayed OA | 24 – 36 months | 50% discount

To request a BPC quote for your title, please contact the Open Access Books Team.

Discounts

Taylor & Francis is committed to bringing scholarly research to the attention of the global academic community. We also want to make the option to publish open access available to as many researchers as possible. To help achieve this we offer discounts on the BPCs normally required to publish in the Taylor & Francis Books Open Access programme for funders based in countries defined by the World Bank as ‘Low-Income Economies’ or ‘Lower-Middle-Income Economies’. Your editor will be able to let you know if you are eligible for any discounts.

Open access chapters

At Taylor & Francis we aim to offer authors choice in their route to publishing, and that includes when and how they choose to publish open access (OA) with us.

We offer two options for authors or contributors to make individual book chapters available open access. Whilst there are many different definitions of open access, these options correspond to what is normally referred to as ‘gold’ or ‘green’ open access.

The two options for OA book chapters are as follows:

1. Author pays for immediate open access (the ‘Gold’ OA model)

Gold open access means that the final published version of the author’s chapter is permanently and freely available online for anyone, anywhere, to read.

We are committed to being flexible on the specifics of the Creative Commons license for your OA chapter and we can be adaptable to the preferred license types based on funder and author needs. You still retain intellectual copyright of your work whichever license is agreed.

Taylor & Francis Books open access chapters are published under a Creative Commons license. Our default license is CC BY-NC-ND (Attribution-NonCommercial-NoDerivs). Under this license, others may download your work and share it as long as they credit you, but they can’t change it in any way or use it commercially.

Chapters from all research-level books that fit our standard publishing model for specialist scholarly works are eligible for gold open access. Research-level books can be single- or co-authored books and edited collections.

We will make the published book chapter available open access on the TaylorFrancis.com website. Making your chapter Open Access can be arranged with the relevant Taylor & Francis editor either in advance of publication or retrospectively after publication.

A chapter is considered anything which is assigned a DOI and does not form part of the front or back matter. This includes Introduction and Conclusion chapters and may include appendixes or other supplementary content. Please contact your Editorial team for further information.

Our partial OA titles are clearly identified on our dedicated eBooks platform TaylorFrancis.com.

A maximum of 50% of the total number of chapters can be made open access on an individual basis before the full BPC becomes payable. In rare instances where a partial OA title does have 50% or more of the chapters open access, we reduce the list price of the eBook by 50%.

2. Archiving a chapter on a website or in a repository (the ‘Green’ OA model)

Our green open access policy refers to self-archiving of a chapter (not whole book) and applies to the earlier version of the chapter or ‘Accepted Manuscript’ (AM). An AM is the post-contract but pre-production (i.e. not copyedited, typeset, or proofread) Word Document/PDF version of the chapter that has been approved for publication. 

Chapters from all Taylor & Francis books are eligible for green open access, as follows:
• Single authored book: one chapter
• Multi-authored book: one chapter per author
• Edited book: one chapter per editor or contributor

Authors may upload the AM chapter to a closed (not publicly accessible) departmental or institutional repository immediately after publication of the book (what is often referred to as the Version of Record), so that it is freely available for anyone within your institutional network to access. Such a repository is accessible to students or staff members only.

Authors can also post the AM book chapter to an open repository or academic social media site (such as Mendeley, ResearchGate or Academia.edu), or a personal or departmental website (including Facebook, Google groups, LinkedIn and Twitter), after an embargo period of 18 months for Humanities and Social Sciences books or 12 months for STEM books. All authors are required to respect the relevant embargo periods before making AMs available as an open deposit.  An open repository is one that is freely available for anyone to access.  In some cases, exceptions can be made to our embargo periods to meet funder mandates.

We recommend that you apply a Creative Commons (CC) license to the AM version to make it clear to others how they can reuse your work. We recommend the Creative Commons Attribution-NonCommercial-NoDerivatives (CC BY-NC-ND) license. In summary, this Creative Commons License permits the sharing of the OA Content by others provided that the Author is credited but does not permit any alterations to the OA Content or for it to be built upon or for the OA Content to be used commercially.  The following statement can be used when sharing your AM chapter:

“It is deposited under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives License (http://creativecommons.org/licenses/by-nc-nd/4.0/), which permits non-commercial re-use, distribution, and reproduction in any medium, provided the original work is properly cited, and is not altered, transformed, or built upon in any way.”

Authors may not post the final published book chapter (Version of Record) to any site, unless it has been published as gold open access on our website.  Please note that the author is responsible for supplying their AM version of their chapter for self-archiving.



To encourage citation of an author’s work we request that authors insert a link from their posted AM to the published book on the Taylor & Francis website with the following text:

“This is an Accepted Manuscript of a book chapter published by Routledge/CRC Press in [BOOK TITLE] on [date of publication], available online: http://www.routledge.com/[BOOK ISBN URL] or http://www.crcpress.com/[BOOK ISBN URL]”

Please note that our Green OA policy applies to titles published under Taylor & Francis imprints only and does not cover co-publications or third-party distribution titles. In these instances, please reach out to the original publisher for information on their Green OA policy. 
For any further guidance or support around Green Open Access please feel free to reach out to our OA Books team.

Peer review

Taylor & Francis is committed to the highest standards of peer review in order to maintain our reputation for scholarly rigour and quality control and this is equally true for any open access book titles.

What is the peer review procedure for Taylor & Francis Books open access titles?

All Taylor & Francis Books Open Access titles will be sent out to multiple referees before there is any agreement to proceed with them. Contracts to publish will only be issued after satisfactory peer review. The final manuscript may also be submitted to further refereeing either by a series editor or by an external reviewer.

Taylor & Francis is a participant in PRISM (Peer Review Information Service for Monographs), an initiative developed by the Directory of Open Access Books (DOAB) that aims to boost researcher confidence in Open Access books, provide transparency around the quality control process and promote better understanding of the role of peer review. PRISM provides a standardized way for academic publishers to present information about the peer review processes for their titles on the DOAB platform, a discovery service indexing open access books from 600+ publishers from around the world.

To view more information relating to peer review of Taylor & Francis books, visit our Author FAQ: Proposal Reviews.

Read further information on our publishing ethics and research integrity position .

ORCiD IDs

Taylor & Francis supports the use of ORCiD IDs and book and chapter authors and editors are encouraged to provide their ORCiD ID upon submission of their manuscript. Where available, the ORCiD logo is displayed and the author’s ORCiD profile is linked via their book’s page on taylorfrancis.com.

What is an ORCiD ID?

An ORCiD is a digital identifier that distinguishes you from every other researcher, no matter how common your name is. It makes sure you and your research activities can be easily identified, meaning you get the credit for all the work you do. Plus, it’s free and takes just 30 seconds to do.

How do you get an ORCiD ID?

1. Register online at ORCiD.
2. Start to build your ORCiD record with your professional information and link to your other online profiles such as Scopus, LinkedIn, Twitter or ResearcherID.
3. Include your ORCiD on your webpage when you submit publications, apply for grants, and in any research workflow to ensure you get credit for your work.

Books data sharing policy

Do you have a data set associated with your book (or chapter)? Taylor & Francis Books encourages you to share it and our data sharing policy can help you to decide how your data should be shared.

What is the Taylor & Francis Books data sharing policy?

As of April 2021, all new Taylor & Francis publications entering the production process will be encouraged to adhere to the following data sharing policy where appropriate:

Taylor & Francis strongly encourages all book and chapter authors to share and make data open where this does not violate protection of human subjects or other valid subject privacy concerns. Authors are further encouraged to cite data and provide a data availability statement for inclusion in their publication.

Why are Taylor & Francis Books actively encouraging authors to share their data?

• Sharing data publicly improves the robustness of the research process, supporting validation, research transparency, reproducibility and replicability of results.
• Sharing data can lead to re-use and discovery, with greater opportunities for carrying out meta-analyses and the extraction of new knowledge.
• Depositing data in a repository that mints a permanent identifier such as a DOI, allows authors and others to cite the data set, allowing researchers to get appropriate credit for their work.
• Data deposition supports the preservation of data long term.
• Wider public availability of research data supports the translation of research into practice.
• Many funders now make data sharing a requirement (you can check using this handy tool), and it’s become increasingly commonplace for some subject areas to make data available to everyone.
Read more about the benefits of sharing data.

What is research data?

Research data is the information (whether it has been observed, collected or generated) needed for independent verification of research results. In other words, research data is the underlying evidence upon which the claims made in your publication rely. What research data looks like varies by discipline and subject area, and may include raw data or a manipulated or sub-set of data. It’s important to note that data doesn’t just mean data files or spreadsheets – it can take many forms such as video, transcripts, questionnaires or slides.

I want to share my data, what data should I share?

The minimum data set is the data needed for independent verification of research results. Our books data sharing policy leaves you as the author to determine the minimum data set to be shared. Some authors might choose to share the full raw data, while others will select a manipulated sub-set of the data that underlies the analysis in the specific article to be published.

What license or copyright will be applied to my data?

Taylor & Francis will not apply a license to data linked to in your book or chapter. If you share your data in a repository, you as the author get to decide the terms on which it can be accessed and reused. We encourage open licenses that allow for re-use where appropriate and possible.

Do I have to share my data? 

No, at present the Taylor & Francis Books data sharing policy strongly encourages, but does not mandate, the deposit or sharing of data. We do not require you to include a data availability statement in your work if you do not wish to. We do however urge you to consider the benefits of sharing data outlined above and check the requirements of any funders associated with your work.

What is a data repository?

A data repository is a storage space for researchers to deposit data sets associated with their research. If you’re an author seeking to share your data publicly or if your funder requires you to deposit your data, you’ll need to identify a suitable repository for your data.

Authors can choose from a of range data repositories. We encourage authors to select a data repository that issues a persistent identifier, preferably a Digital Object Identifier (DOI), and has established a robust preservation plan to ensure the data is preserved in perpetuity. To help you decide where to deposit your data, we’ve prepared some information on data repositories.

What is a data availability statement?

When you submit your manuscript, we will ask you if you wish to include a data availability statement with your publication. These statements provide information on where and under what conditions the data directly supporting the publication can be accessed. The aim of such statements is to make data more findable and discoverable.
For further details on how to write a data availability statements, please read our author guidelines.

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Glossary

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