Funder open access policies - Author Services

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Funder open access policies

How do I comply with my research funder's open access policy?

A growing number of research funders now have policies requiring you to make your published work available through an open access route, whether 'gold' or 'green'. Find out below what you need to do to ensure you comply with these mandates. We've also brought together list of open access policies for the major funders, with a summary of the key points for each one.

An introduction to funder open access policies

Before submitting your research to a journal, check whether your funder has any requirements about how your work should be published.

In particular, your funder may specify that your article needs to be made open access (OA).

This might be gold open access, which means that the final version of your article published in a journal is immediately available for anyone to read and reuse. Publishing gold OA often requires the payment of an article publishing charge (APC). If your funder requires you to publish gold OA then they will usually make funding available to support this.

Alternatively your funder may require you to make use of the green open access option, which you can do by depositing an earlier version of your article in a repository. Some funders and a large number of institutions have their own repositories, which they ask you to use. Please note that there may be an embargo period before the manuscript you deposit can be made available for others to access.

How do I know whether my funder has an open access mandate?

You will usually be able to find full details about your funder’s open access policy on their website. Another useful source of information is ROARMAP, the Registry of Open Access Repository Mandates and Policies. This is a growing database of the open access policies of institutions and research funders.

In the sections below we’ve highlighted the policies of a number of major national, regional, and international funders. We do our best to keep this information up to date, but we recommend you double-check on your funder’s website. You can do this by following the links in each section.

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

Use the open access options finder to search for details of every Taylor & Francis journal’s green OA policy and gold OA publishing options.

This includes information on which licenses are available and what embargo period applies. Some funders require any gold OA articles to be published under a Creative Commons Attribution (CC BY) license. This is available on the majority of our Open Select and Open journals.

Taylor & Francis deposit agreements with major research funders

We have deposit agreements with PubMed Central and Europe PubMed Central for articles from certain funders, including the National Institutes of Health (NIH), Bill and Melinda Gates Foundation and many of those listed by Europe PMC; specifically Arthritis Research UK, Austrian Science Fund (FWF), Breast Cancer Campaign, British Heart Foundation, Cancer Research UK, Bloodwise, Medical Research Council (MRC), and Wellcome.

We deposit all articles by the online publication date for NIH-funded manuscripts. For all other funded manuscripts, we deposit within 7 days of final paginated publication.

Funder statements

Funder statements will show 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.

National funder OA policies

Click on the tabs below to find out more about the open access policies of some of the major national research funders.

Australia

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 make the Accepted Manuscript version of their article openly accessible 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.

In all cases, Research Output Metadata must be made available to the public in an Institutional Repository as soon as possible but no later than three (3) months from the date of Publication.

National Health and Medical Research Council (NHMRC)
Policy: Green OA

Key information for funded researchers
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.

Publication metadata most be openly accessible no later than 3 months from the date of publication.

This applies to peer-reviewed publications, including conference papers from 15 January 2018.

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 full 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 full 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 twelve months of publication.

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. Where possible, researchers should 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.

This policy applies to any article and any symposia, seminar, conference or poster which has been the subject of a peer-reviewed scientific publication

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).

Danish Ministry of Higher Education and Science website

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 (incl. VAT) may be financed through DFG funds for publication in full Open journals. This cannot be used to co-finance APCs higher than this amount.

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.

Plans are being made for grantees to be able to apply for funding to cover part of the APC.

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: Prefers green OA, allows gold.

Key information for funded researchers
Researchers should deposit the Accepted Manuscript version of their article in a repository.

Article publishing charges can be reimbursed as a direct expense of a JST-funded research project.

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.

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.

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
Researchers should deposit their work in a repository within six months for journal articles and 12 months for books. If this is not possible, grantees should inform the SNSF.

SNSF offer grants to cover APCs in full OA journals.

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.

Research England

Policy: Green and Gold 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.

Articles published as Gold OA are not required to be deposited. Gold OA articles will only be compliant with the policy if they are OA immediately on publication.

UK Research and Innovation

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.

Research papers in biomedicine should be published immediately, or with an embargo period of no longer than 6 months.

RCUK Policy on Open Access will continue to apply to Research Council-supported research until the outcome of the UKRI review of open access is known.

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 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)

Regional funder OA policies

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.

European Research Council website

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 publish 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.

International funder OA policies

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

Bill & Melinda Gates Foundation website

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.

World Bank website

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.

Articles authored or co-authored by individuals or institutions that are funded in whole of part by WHO should publish their article under a Creative Commons licence, 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.

Gold OA costs can be included in funding applications.

World Health Organization website

Complying with the World Bank and Food and Agriculture Organization of the United Nations (FAO) OA policies

If you are an employee of the International Bank for Reconstruction and Development / the World Bank or the FAO, your work is governed by the “Publication Framework Agreement” (PFA) which the World Bank / FAO and Taylor & Francis have agreed.

This allows for the posting of an AOM (the version submitted for peer review) in the Bank’s / FAO’s repository for public access at any time. It also allows the posting of the Author’s Accepted Manuscript (the version revised after peer review, but prior to Taylor & Francis’s copy-editing, etc.) in the Bank’s / FAO’s repository after an embargo of 18 months, with a link to the Taylor & Francis Version of Scholarly Record. The World Bank / FAO asserts and retains copyright in each article.

Keep up to date with open access developments

Open access is fast-moving, with new opportunities and requirements appearing regularly. Taylor & Francis is committed to being at the forefront of these changes, providing increasing choice for researchers and funders. Make sure you’re the first to hear about the latest developments by registering for our Open Access Bulletin.