Wellcome Trust and Charity Open Access Fund (COAF) June 2016

Current Policy
What do I do at Oxford?
  • Oxford has had a grant from the Charity Open Access Fund (COAF) to pay open access fees for articles arising from research funded by one or more of the participating charities:
  • Arthritis Research UK, Bloodwise*, Breast Cancer Now**, British Heart Foundation, Cancer Research UK, Wellcome Trust, Parkinson’s UK***
  • COAF policy (since 1 Oct 2014):  peer-reviewed research articles and non-commissioned review articles funded wholly or in part by a COAF charity must be freely available in PubMed Central (or Europe PMC) within 6 months of publication.
  • If an Article Processing Charge (APC) is paid, the journal must make the final published version immediately available in PMC, and publish it with a CC-BY licence.
  • The fund does not cover commissioned reviews or conference proceedings, or other costs such as page and colour charges.
  • NB The Wellcome Trust also requires scholarly monographs and book chapters to be made open access. See their ‘Complying with our Open Access policy’ page.
  • Oxford is one of 36 UK research institutions receiving a COAF Block Grant, to be administered by the Wellcome Trust in the same manner as has operated to date.
  • For further information see the Wellcome Trust’s COAF page and the open access policies of the partner charities:

*formerly Leukaemia & Lymphoma Research (renamed September 2015).

**Breast Cancer Now is a merger of Breast Cancer Campaign and Breakthrough Breast Cancer (2015).

***Parkinson’s UK joined COAF on 1 October 2015.

Before submitting article, check SHERPA/FACT to ensure the journal meets COAF requirements (OA in Europe PMC within 6 months of publication).When article accepted, if a fee is required to meet the requirements, follow the process below.

Revised claim process for COAF open access fees (June 2016)

Oxford’s block grant from COAF has been fully spent for 2015-16. This requires a change of procedure for the payment of Article Processing Charges (APCs) all the COAF partners except Wellcome.  There is no need to fill in Oxford’s application form as unfortunately the Bodleian’s APC Team is unable to process these payments centrally on your behalf.

Arthritis Research UK, Bloodwise, Breast Cancer Now, Parkinson’s UK

From now on researchers should, until further notice: first, contact the funder for permission to take the paid route; obtain and pay the invoice via their departments; send claim to funder for reimbursement. 

Cancer Research UK

CRUK-funded researchers should fund open access costs using any available underspend on their grants.  If there is no available underspend, researchers should comply by self-archiving their paper in Europe PMC within 6 months of publication, if the publisher permits self-archiving within this time-frame.

If you have any queries, please contact CRUK on policies@cancer.org.uk.

Wellcome Trust procedure (no change)

The Wellcome Trust block grant has also been fully spent, but we are due to receive an additional allocation, with the possibility of further funds being approved if required. This means that Wellcome-funded authors should continue with the usual procedure whereby the Bodleian’s APC Team handle invoicing and payment.

Researchers should fill in an application form and send it to apc@bodleian.ox.ac.uk with the publisher’s APC or article-charges request form.

Note for both COAF and Wellcome:
  1. The date of publication or payment must fall within the current COAF block grant year, 1 October 2015 to 30 September 2016.
  2. The COAF preference is Gold open access. Where a journal does not offer Gold open access, deposit a copy of the final, peer reviewed manuscript into Europe PMC within 6 months of publication. See the Europe PMC plus user guide for more information.
  3. Oxford University also asks you to Act on Acceptance and deposit a copy in ORA.
  4. Further information is on the COAF website at https://wellcome.ac.uk/funding/managing-grant/coaf-information-researchers.

Please contact apc@bodleian.ox.ac.uk with any queries about specific APC payments.
Please send any other questions to our OA Team on openaccess@bodleian.ox.ac.uk.