Open Access support for Cardiff University authors
- Post-2014 REF - all authors wanting to submit their journal article or conference proceeding
- Access Manage My Publications (log in required)
- Gold Open Access support
- RCUK/COAF application form
- Cardiff application form
- Cardiff University institutional Open Access fund
- Green Open Access support
- Publishers' discounts
- Cardiff University Open Access Publications policy
- More than just complying with funder and REF requirements
- The Open Access support team
- Quick links
- Open Access FAQs
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.
(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 email@example.com .
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.
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).
RCUK includes AHRC, BBSRC, EPSRC, ESRC, MRC, NERC and STFC.
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).
- 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
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.
- 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 firstname.lastname@example.org
- For help uploading pdfs to Manage My Publications/ORCA, contact email@example.com
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.
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
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:
- Authors record bibliographic details of all research outputs in the University's institutional repository, no later than the date of publication.
- 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).
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
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 firstname.lastname@example.org 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:
- JISC Pathfinder (GW4) – Open Access Good Practice
- Planning for the post-2014 REF
Cardiff University support for Authors and Researchers:
Manage My Publications – upload pdfs to ORCA
ORCA – Cardiff University's institutional repository
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