Transcript Slide 1

Researcher Decision Tree – ‘Green’ or ‘Gold’?
How to meet the UK Research Councils’ requirements on Open Access
This slide pack contains 3 versions of the Decision Tree for how to meet RCUK OA
Requirements at Oxford University.
Slide 1: Simple, e.g. for use in presentations or large group discussions
Slide 2: More detail – e.g. for use in smaller group discussions or help sessions
Slide 3: With help ‘call-outs’ for individual use, smaller group discussions or help sessions
If you have any questions, please contact us via:
E: [email protected];
W: http://open-access.ox.ac.uk
Twitter: @oaoxford
This work by Open Access Oxford is licensed under a Creative Commons Attribution 3.0 Unported License. You are free to share and remix this work.
Researcher Decision Tree – ‘Green’ or ‘Gold’?
How to meet the UK Research Councils’ requirements on Open Access
Need help?
E: [email protected];
W: http://open-access.ox.ac.uk
Twitter: @oaoxford
AUTHOR CHOOSES JOURNAL
& THEIR PREFERRED ROUTE
TO OA
GREEN OA
PERMITTED BY
PUBLISHER?
N
PUBLISHER
OFFERS GOLD
OPTION?
N
ORA COPY FOR
PRESERVATION – ID/OA*
Y
Y
PUBLISHER
EMBARGO
COMPLIES WITH
FUNDER POLICY?
Y
N
PUBLISHER
OFFERS CC-BY
LICENCE?
N
ORA – COPY FOR
PRESERVATION – ID/OA*
Y
APC FUNDS
AVAILABLE?
N
ACCEPT GREEN EMBARGO
WHERE PERMITTED
AND/OR
COPY IN ORA FOR
PRESERVATION – ID/OA
Y
GREEN OA - ORA AND/OR
SUBJECT REPOSITORY
IMMEDIATE GOLD OA +
PRESERVATION COPY IN ORA
* Immediate Deposit/Optional Access
Researcher Decision Tree – ‘Green’ or ‘Gold’?
How to meet the UK Research Councils’ requirements on Open Access
Need help?
E: [email protected];
W: http://open-access.ox.ac.uk
Twitter: @oaoxford
AUTHOR CHOOSES JOURNAL
& PREFERRED ROUTE TO
ACHIEVE OPEN ACCESS
Does publisher
permit Green OA
i.e. Self-archiving?
N
Does publisher
have a gold
option?
N
Accept* non-compliance
with funder OA policy with
this journal
AND
Deposit embargoed copy in
ORA for preservation
purposes (ID/OA**)
Y
Y
N
Does journal allow
open access
within embargo
set by funder?
Y
Will article be
made available
with CC-BY?
Y
Are APC Funds
available?
Y
GREEN OA
Self-archive a copy in ORA
and/or subject repository. Set
embargo at point of deposit.
NO FEE REQUIRED
N
IMMEDIATE GOLD OA
Plus preservation copy in ORA
N
Accept* you cannot fully
comply with funder OA
policy with this journal
AND
Deposit embargoed copy in
ORA for preservation
purposes (ID/OA**)
If available accept green
embargo
OR
Accept * non-compliance with
funder OA policy with this
journal
AND
Deposit copy in ORA for
preservation purposes (ID/OA**)
*RCUK accepts that there will not be 100%
compliance and this is a 5-year journey
**Immediate Deposit/Optional Access
Researcher Decision Tree – ‘Green’ or ‘Gold’?
How to meet the UK Research Councils’ requirements on Open Access
•Is self-archiving
permitted?
•Does journal comply
with mandatory
deposit in named
subject repository
GREEN OA
PERMITTED BY
PUBLISHER?
Are the publisher
and funder
embargo periods
compatible?
RCUK’s embargo
periods are:
6 months STEM
and Biomed, 12
months HASS
Y
PUBLISHER
OFFERS GOLD
OPTION?
N
N
Y
GREEN OA
ORA AND/OR SUBJECT
REPOSITORY
If a journal has a
green embargo
longer than that
permitted by RCUK,
you will need to pay
an APC to publish
•Use budgeted
APC funds in your
grant
OR
•Apply for APC
funding from
Oxford RCUK
Block Grant
OR
•Find alternative
funding to pay
APC
ORA COPY FOR
PRESERVATION – ID/OA*
*ID/OA: Immediate Deposit/Optional
Access = Deposit copy in ORA to
preserve your paper digitally – setting
the embargo at point of deposit, for
potential future OA.
Y
Y
Need help?
E: [email protected];
W: http://open-access.ox.ac.uk
Twitter: @oaoxford
N
PUBLISHER
OFFERS CC-BY
LICENCE?
PUBLISHER
EMBARGO OK
WITH FUNDER?
• Submit article to
journal, & self-archive
permitted copy in
required repository and
/or ORA at same time.
•Set embargo at point
of deposit
Tool to check journal
compliance with funder OA
policy : SHERPA FACT (BETA)
and/or see journal terms &
conditions
START:
AUTHOR CHOOSES JOURNAL
& THEIR PREFERRED ROUTE
TO OPEN ACCESS
N
• RCUK requires
maximum reuse rights
associated with GOLD
i.e. CC-BY license
• Check journal terms.
APC FUNDS
AVAILABLE?
Y
IMMEDIATE GOLD OA +
PRESERVATION COPY IN ORA
N
ORA – COPY FOR
PRESERVATION – ID/OA*
ACCEPT GREEN EMBARGO
WHERE PERMITTED
AND/OR
COPY IN ORA FOR
PRESERVATION – ID/OA
• RCUK have indicated
they will accept longer
embargos where APC
funds are limited – 12
months STEM, 24
months HASS.
*Immediate Deposit/Optional Access