Researchers need to mediate negotiations between funders, publishers and home institutions. Relationships within the publication process can be complex: funders make grants to researchers, who in turn make submissions to publishers; article processing charges may be paid to publishers by researchers or institutions, both of which may claim reimbursement from funders.
Funders requirements are likely to relate to depositing, licensing and invoicing.
It is very important that researchers check the fine details of their publishing contract. It remains the to ensure that funders and publishers are in accord.
In addition to the overarching stipulation of funding councils, individual funding bodies may impose additional requirements. These are likely to relate to depositing, licensing and invoicing. Please also note that it remains the responsibility of individual researchers to ensure that funders and publishers are in accord.
Current core publisher requirements are that:
Changes will apply from 1st January 2021 (see update to OA policy).
From 1 January 2021 the Wellcome open access policy is changing [PDF 158KB]. Read the explainer about what will be different and why, and the frequently asked questions [PDF 282KB] for more information about the changes.
Wellcome have updated their policy to be in full alignment with the latest Plan S guidance. The updated OA policy [PDF 158KB] will apply to all research articles submitted for publication from 1 January 2021. Until then, researchers must continue to use the current policy.
Wellcome are not changing their policy for monographs and book chapters – but are keeping it under review.
Further information is available here.
The SHERPA/JULIET site provides a very useful one stop shop for checking funder requirements.
The SHERPA/ROMEO service summarises publishers' copyright transfer agreements as they relate to archiving.
The SHERPA/FACT tool allows researchers to check if a particular journal complies with a funder's open access requirements.
As well as embargo periods, stipulations may relate to licensing arrangements.
Wiley have produced an Author Compliance Tool where you can use a drop down menu to select Funder, Institution or Journal to check and compare open access compliance policies. University of the Highlands and Islands is listed under institution.
Wiley also have special agreements with some funders which are available to look at from their website.