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Open Access support for Cardiff University authors


Post-2014 REF - all authors wanting to submit their journal article or conference proceeding

You must comply with the OA requirement for the post-2014 REF. You can use either the Gold or Green OA route to comply.  

For both Gold and Green you must self-archive the accepted manuscript (post-print) of your article to ORCA within three months of acceptance.

Manage My Publications – upload your Author's Accepted Manuscript to ORCA

(For Green, any embargo set must not be longer than 12 months for STEM subjects, or 24 months for AHSS.)

For help with REF OA compliance read our OA information or contact us at .

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Gold Open Access support – you are strongly encouraged to use this route

Gold Open Access is paying for an Article Processing Charge (APC) (average £1,500) to make your work immediately discoverable and available online to anyone.

We have generous funds to support Gold OA publishing for both funded and unfunded authors.

Funded Authors

If you have had a publication accepted, are RCUK, Wellcome or COAF funded and want to publish Gold OA, we have a RCUK/COAF OA Fund to pay the Article Processing Charge (APC).


COAF includes Arthritis Research UK, Breast Cancer Campaign, British Heart Foundation, Cancer Research UK and Leukaemia and Lymphoma Research.

You must have:

  • Acceptance date, apply at the point of acceptance
  • Funder and funder reference number
  • University project number
  • CC-BY licence available (check the journal's OA web page or contact the publisher)
  • The publisher's pdf uploaded to ORCA as soon as possible after publication

Remember to comply with all of your funder's requirements, for example, EPSRC now require a 'Data Access Statement' in all publications.  



Unfunded Authors (including other funders not listed above)

If you have not received any funding from RCUK, Wellcome or COAF you may be eligible for the Institutional OA Fund to pay the Article Processing Charge (APC).  

You must:

  • Be a member of staff at Cardiff University or be currently enrolled as a research student
  • Have an acceptance date, apply at the point of acceptance
  • Be submitting to a peer-reviewed publication
  • Agree to upload the Author's Accepted Manuscript (post-print) to ORCA within three months of acceptance

Read the Institutional (Cardiff University) OA Fund Rules


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Green Open Access Support

Green Open Access does not have a fee to pay and is compliant with the Cardiff University Publications policy, funder's requirements and the post-2014 REF. You can achieve this by self-archiving your publications in ORCA, the institutional repository.

You must:

  • Check the journal's self-archiving policies on Sherpa Romeo which will tell you if you're allowed to upload the Author's Accepted Manuscript (post-print) version to an institutional repository. If not, consider another journal if you want to be able to submit to REF.
  • While in Sherpa Romeo check for any embargo periods. Some journals ask for you to set an embargo so that your post-print will not become publicly available on the repository until a specified date after publication. Please note - to be REF compliant the embargo cannot be longer than 12 months for STEM subjects or 24 months for AHSS.
  • Upload the post-print to ORCA using 'Manage My Publications'.
  • If you have any questions about Green OA, please email
  • For help uploading pdfs to Manage My Publications/ORCA, contact

Funded Authors

You may have stricter funder requirements on Green Open Access which you would need to check, for instance the publisher's embargo period allowed maybe too long (many Elsevier and Taylor & Francis titles fall in this category). This would result in you complying with REF Green OA requirements (embargoes of 12 months STEM, 24 months AHSS), but NOT complying with your funder requirements (embargoes of 6 months STEM, 12 months AHSS). In cases like this you would need to go Gold to comply with your funder's OA requirement or publish in a different, compliant journal.

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Publishers' discounts – you are encouraged to use these

We benefit from a number of discounts with various publishers to help our funds go further:

  • Sage – highly discounted, flat fee of £200
  • Wiley pre-payment scheme – 25% discount
  • BioMed Central/Springer Open – 15% discount
  • IEEE – 25% discount
  • Royal Society of Chemistry (RSC) Gold for Gold – a number of vouchers to pay APC in full
  • American Chemical Society (ACS) – 33% discount, if you are a member – 67% discount
  • Royal Society – 25% discount
  • BMJ – 15% discount

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Cardiff University's Open Access Publications policy

Cardiff University has now ratified a policy to guide researchers and students on our approach to Open Access. The most important points to note are:

The Cardiff University Open Access Publications Policy requires that, from 24 November 2014:

  1. Authors record bibliographic details of all research outputs in the University's institutional repository, no later than the date of publication.
  2. For papers likely to be submitted to the next REF, authors are required to deposit the full text of the final, peer-reviewed, author's version ("post-print") of their journal articles and published conference proceedings in the institutional repository no later than 3 months after acceptance. Where publishers' copyright permissions allow and there are no confidentiality or commercial constraints, these versions will be made Open Access.
  • Self-archived (Green) papers will automatically have a cover sheet added containing the bibliographic details.
  • Outputs subject to an embargo will not be released publicly until the embargo period has expired (although they will still be eligible for REF submission within the embargo period).

Read the Cardiff University Open Access Policy

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More than just complying with funder and REF requirements

Open Access is much more important than merely complying with funder and REF requirements. Why? In short because publicly funded research should be available for anyone to read, use and build upon. This will naturally lead to an increase in citation rate and impact.

"The drive towards OA is fundamental to the research environment on a multitude of levels. However funding can be a real problem for the majority of researchers. The OA team in Cardiff have done a tremendous job in making the whole process of submitting an application for funding extremely simple and streamlined. I cannot praise their efficiency and helpfulness enough." 
Justine Jenkins, Research and Engagement Office, School of Pharmacy and Pharmaceutical Sciences

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The Open Access Support Team

We are here to support you with both the Gold and Green routes to Open Access. Contact us with all of your OA queries. We can help with:

  • Paying the APC for Gold OA
  • Checking if the CC-BY license is available
  • Explaining the Green OA/self-archiving of journals
  • Ensuring you comply with funder and post-2014 REF policies

Contact the team at or phone 02920 870965

Meet the team

Scholarly Publications Manager  - Sonja Haerkoenen
Responsible for co-ordinating OA strategy and policy at Cardiff University with other support services. Liaise with researchers, schools and colleges on OA publishing and self-archiving to disseminate best practice.

Administrative Officer – Rebecca Kelleher

Responsible for the day-to-day activities of the team including: advocacy, funding and applications, checking licenses, embargoes, updating forms, web pages.

Finance Officer – Post Vacant

Responsible for OA invoicing, reporting and financial support.

Projects we're involved in:

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Cardiff University support for Authors and Researchers:

Manage My Publications – upload pdfs to ORCA

ORCA – Cardiff University's institutional repository

Research support at Cardiff

How to manage data

Open Data

External organisations for advice and OA help:

HEFCE OA Policy post-2014 REF




Sherpa Romeo - self-archiving/Green OA/embargoes

Sherpa Juliet - funders' OA requirements

Creative Commons - the CC-BY and other licenses