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Researcher Decision Tree – ‘Green’ or ‘Gold’?

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.

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Researcher Decision Tree – ‘Green’ or ‘Gold’?

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  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: open-access-enquiries@bodleian.ox.ac.uk; • 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.

  2. Researcher Decision Tree – ‘Green’ or ‘Gold’? How to meet the UK Research Councils’ requirements on Open Access • Need help? • E: open-access-enquiries@bodleian.ox.ac.uk; • W: http://open-access.ox.ac.uk • Twitter: @oaoxford AUTHOR CHOOSES JOURNAL & THEIR PREFERRED ROUTE TO OA GREEN OA PERMITTED BY PUBLISHER? PUBLISHER OFFERS GOLD OPTION? ORA COPY FOR PRESERVATION – ID/OA* N N Y Y N PUBLISHER OFFERS CC-BY LICENCE? ORA – COPY FOR PRESERVATION – ID/OA* PUBLISHER EMBARGO COMPLIES WITH FUNDER POLICY? N Y ACCEPT GREEN EMBARGO WHERE PERMITTED AND/OR COPY IN ORA FOR PRESERVATION – ID/OA APC FUNDS AVAILABLE? Y N Y GREEN OA - ORA AND/OR SUBJECT REPOSITORY IMMEDIATE GOLD OA + PRESERVATION COPY IN ORA * Immediate Deposit/Optional Access

  3. Researcher Decision Tree – ‘Green’ or ‘Gold’? How to meet the UK Research Councils’ requirements on Open Access • Need help? • E: open-access-enquiries@bodleian.ox.ac.uk; • W: http://open-access.ox.ac.uk • Twitter: @oaoxford AUTHOR CHOOSES JOURNAL & PREFERRED ROUTE TO ACHIEVE OPEN ACCESS Accept* non-compliancewith funder OA policy with this journal AND Deposit embargoed copy in ORA for preservation purposes (ID/OA**) Does publisher permit Green OA i.e. Self-archiving? Does publisher have a gold option? N N Y Y Accept* youcannot fully comply with funder OA policy with this journal AND Deposit embargoed copy in ORA for preservation purposes (ID/OA**) N Will article be made available with CC-BY? Does journal allow open access within embargo set by funder? N Y If availableaccept green embargo OR Accept * non-compliancewith funder OA policy with this journal AND Deposit copy in ORA for preservation purposes (ID/OA**) Are APC Funds available? N Y Y GREEN OA Self-archive a copy in ORA and/or subject repository. Set embargo at point of deposit. NO FEE REQUIRED IMMEDIATE GOLD OA Plus preservation copy in ORA *RCUK accepts that there will not be 100% compliance and this is a 5-year journey **Immediate Deposit/Optional Access

  4. 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 START: AUTHOR CHOOSES JOURNAL & THEIR PREFERRED ROUTE TO OPEN ACCESS Tool to check journal compliance with funder OA policy : SHERPA FACT (BETA) and/or see journal terms & conditions • Need help? • E: open-access-enquiries@bodleian.ox.ac.uk; • W: http://open-access.ox.ac.uk • Twitter: @oaoxford GREEN OA PERMITTED BY PUBLISHER? PUBLISHER OFFERS GOLD OPTION? ORA COPY FOR PRESERVATION – ID/OA* N N If a journal has a green embargo longer than that permitted by RCUK, you will need to pay an APC to publish Are the publisher and funder embargo periods compatible? RCUK’s embargo periods are: 6 months STEM and Biomed, 12 months HASS *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 N PUBLISHER OFFERS CC-BY LICENCE? ORA – COPY FOR PRESERVATION – ID/OA* PUBLISHER EMBARGO OK WITH FUNDER? N • RCUK requires maximum reuse rights associated with GOLD i.e. CC-BY license • Check journal terms. Y • Use budgeted APC funds in your grant • OR • Apply for APC funding from Oxford RCUK Block Grant • OR • Find alternative funding to pay APC • Submit article to journal, & self-archive permitted copy in required repository and /or ORA at same time. • Set embargo at point of deposit ACCEPT GREEN EMBARGO WHERE PERMITTED AND/OR COPY IN ORA FOR PRESERVATION – ID/OA APC FUNDS AVAILABLE? N Y Y • RCUK have indicated they will accept longer embargos where APC funds are limited – 12 months STEM, 24 months HASS. GREEN OA ORA AND/OR SUBJECT REPOSITORY IMMEDIATE GOLD OA + PRESERVATION COPY IN ORA *Immediate Deposit/Optional Access

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