Funders' open access policy comparison chart
This chart gives an ‘at a glance’ overview of funders and their requirements. You can see the full policy details for each funder via the funder policies and requirements page.
This chart is for reference only. Policies are subject to change so we do not advise downloading and altering the chart . You should always confirm policy with your funder before publishing.
Funder and REF requirements for open access
| Funder name | Research Excellence Framework |
UKRI (short-form) |
UKRI (long-form) |
Wellcome (short-form) | Wellcome (long-form) | European Commission - Horizon 2020 | European Commission - Horizon Europe | Cancer research UK | British Heart Foundation | Blood Cancer UK | British Academy | Foreign, Commonwealth and Development Office (Prev. DFID/FCO) | Bill and Melinda Gates Foundation | John Fell Fund | Leverhulme Trust | National Institute for Healthcare Research | National Institutes of Health | Parkinson’s UK | Royal Society | Versus Artritis | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Output types | Journal articles Conference papers (in publications with an ISSN) |
Peer-reviewed research articles Reviews Commissioned/invited reviews Conference papers (in publications with ISSN) |
Academic monographs Book chapters Edited collections Trade books (where they are the sole output of research) |
Peer reviewed: Articles Conference proceedings |
Academic monographs Book chapters Edited collections |
Articles Conference proceedings Monographs Book chapters (Also digital data and outputs) |
Peer reviewed outputs' Includes: Articles Conference proceedings Monographs Book chapters (Also digital data and outputs) |
All primary research publications (includes Registered Reports) | Primary research papers or non-commissioned reviews | Original research papers | No policy (see note) | "All Funded Research consisting of manuscript submissions and data depositions" | Final approved manuscript | No policy (see note) | Research articles Non-invited reviews Conference papers |
Peer reviewed manuscripts see: https://publicaccess.nih.gov/determine-applicability.htm | Articles | No policy (see note) | Articles | ||
| Applies when | Accepted for publication | Submitted to publisher | Published (unless prior contract contravenes) | Submitted to publisher | Accepted for publication | Submission | Submission | ||||||||||||||
| Exemptions | All other 'REFable outputs' |
Published outside UKRI training grant lifetime
Published outside 7 year policy timeframe ON REQUEST: |
Invited reviews | Textbooks ‘Trade’ books General reference works Works of fiction Collections edited but not authored by Trust grant holders |
Review papers (except for meta analyses, such as Cochrane reviews), editorials, commentary Book chapters Monographs |
Review articles and other works of synthesis or opinion/analysis Monographs Book chapters |
Dissertations Book chapters |
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| Licence |
Short-form Required: CC BY Long-form: Any Creative commons licence permitted |
Required: CC BY On request: CC BY-ND |
(where Wellcome funds have been paid) Preferred: CC BY Also permitted: CC BY-NC or CC BY-NC-ND |
Required: CC BY: Different CC licences for monographs are permitted |
Where CRUK funds have been paid - CC BY | Where BHF funds have been paid - CC BY | Where BCUK funds have been paid - CC BY | CC BY or equivalent | Required: CC BY or OGL On request: CC BY-ND |
Required: CC BY when funds have been paid (also preferred licence for monographs and book chapters) | Required: CC BY when funds have been paid (This is also the preferred licence for monographs and book chapters) | ||||||||||
| Funder Ackn. | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | Required | ||
| Data Dec. | Not Required | Required | Required | Required | Required | Required | Not Required | Not Required | Not Required | Not Required | Not Required | Yes | Not Required | Not Required | Required | Not Required | Not Required | Not Required | Not Required | ||
| Rights retention statement | Not required | Advised for all - Required for 'green route' | Advised for compliance | If necessary for compliance | Not Required | Not Required | Not Required | Not required | Not required | Required | Not required | Not required | If necessary for compliance | Not required | Not required | Not required | Not required | ||||
| Self-deposit (green) embargo permitted? | 12 months (STEM) 24 months (HUM&SS) |
No embargo permitted | 12 months | No embargo permitted | No embargo permitted | 6 months of publication (STEM) 12 months (HUM&SS) |
No embargo permitted | No embargo permitted | 6 months of publication | 6 months of publication | Any embargo allowed | Any embargo allowed | No embargo permitted | Any embargo allowed | Any embargo allowed | No embargo permitted | 12 months or less | 6 months or less | 6 months or less | ||
| Funds for Charges | No Funds | Oxford held fund | Oxford applied fund held by UKRI (two stages) | Oxford held fund | Wellcome held fund | Budgeted in grant | Budgeted in grant, costs allowed: Article processing Book processing Colour/page Other publishing fees |
Oxford held fund | Oxford held fund | BCUK held fund | BA funds CANNOT be used for OA costs | Gates held fund | Grants cannot be used to pay Open Access publication charges | Grants can be budgeted for OA costs | OA funding envelope supplied by NIHR - Apply via forms | Publication costs, including author fees, may be charged to NIH grants | Parkinson's UK run fund | RS funds CANNOT be used for OA costs | VA run fund | ||
| Hybrid APC payments funded | No | N/A | No | Yes | No | Yes | Yes | Yes | See left | No | See Left | See left | Yes | See left | See left | ||||||
| EPMC deposit details? | Yes for: MRC and BBSRC short-form | Required - At publication | "Made freely available through NCBI Bookshelf PubMed Central (PMC) and Europe PMC as soon as possible and no later than within 6 months of the official final publication date" | EMPC is a compliant repository but funded authors may deposit elsewhere for compliance. | EMPC is a compliant repository but funded authors may deposit elsewhere for compliance. | "An electronic copy of the final paper must be made freely available in Europe PubMed Central at the time of final publication" | "Deposit within no more than 6 months of publication" | "Deposit within no more than 6 months of publication" | "immediately upon publication" in EPMC or other repository - For green route OA compliance the AAM MUST be available concurrent with publication date | Applicable outputs MUST be deposited into Europe PubMed Central and made available on publication | Deposited in PubMed Central at acceptance and made openly available within 12 months of publication. | Made available through Europe PubMed Central (Europe PMC) as soon as possible and within 6 months from publication. | Made available through Europe PubMed Central (Europe PMC) as soon as possible and within 6 months from publication. | ||||||||
| Notes and other requirements | No funds for colour/page charges | If outputs are published outside of the timescale there is an allowance for ‘unlimited embargo self-deposit’ – deposit as standard under any embargo imposed by the publisher. | Will pay for mirror journals | "Provide the CRUK Press Team with a copy of all publications and conference abstracts arising from the Grant Activities at the time of submission for publication via the online manuscript submission form on CRUK’s website or press.office@cancer.org.uk" | Awaiting feedback from FC&DO | For special issues and supplements, only the article processing charges are covered by the foundation | Deposit into ORA REQUIRED | Only allowed during the duration of the award | The OA funding envelope cannot be used for any other publication costs such as colour or page charges. | No enforced policy - Researchers funded by the RS are reccomended to deposit via 'green OA' | |||||||||||
