There are three major types of open access:

1. Preprints (for feedback before submitting to a journal, claiming discovery or insight), EarthArXiv and EdArXiv
2. Green or delayed open access (post-publication) in a repository
3. Gold or immediate open access journal publishing

Publisher Green (Post-publication) Open Access

• Approximately 80% of all commercial journals allow green open access (authors self-archiving in an institutional repository). Most commercial journal publishers place these limits:
  • Accepted manuscripts (AM) (postprint)
  • Embargo (held back) for 1-4 years as per publisher or journal
• Book chapters. most publishers do not allow green open access with the exceptions of Oxford, Cambridge UP, Palgrave and others. Ask your editor.
• Accepted manuscripts in publisher portals? Here is a guide.
• SPARC Addendum [in your packet] can be attached with your copyright transfer to negotiate to self-archive the published version of the article immediately upon publication.
• Linking to ‘version of record.’ Publishers may require a note and/or a link by DOI to the published “version of record” of the article on the journal’s website.
• Find journal and publisher policies as follows:
  • consult the journal’s website, particularly the author area under open access policies.
  • Some publishers have blanket policies
  • Other publishers, e.g. Wiley, split policies according to STEM vs. non-STEM
  • Elsevier and Taylor & Francis, have a journal-by-journal policy
  • How Can I Share It? is a new resource to help find policies by publisher
  • SHERPA-RoMEO  is another look up tool but may lack specificity
• Self-archiving is not permissions-related. Permissions requests relate to reprinting a publication or using content from a publication in a new publication. Sometimes smaller and society publishers have a policy for permissions but do not have a policy for open access, specifically self-archiving. You or your campus librarian can contact the publisher or editor for clarification. I will gladly share some of my email templates for contacting publishers.
• Need help? Contact your campus or institutional administrator of your local institutional repository. They will assure that any self-archiving is performed in compliance with publisher policies.

Publisher Policies for Green Open Access

American Geological Society. Offers waivers for gold open access. Green open access permitted with accepted manuscript-only and 12 month embargo for Geology, GSA Bulletin, and GSA Books manuscripts.

American Geophysical Union. Final version of record (publisher’s pdf) with 6 month embargo. Requires citation and the AGU copyright statement.

American Meteorological Society. Final version of record (publisher’s pdf) with 6 month embargo (12 month embargo for other repositories). The repository copy includes the AMS copyright notice.

Elsevier. Accepted manuscript-only, embargoes vary by journal and are updated once a year. Get embargo information here: elsevier.com/about/open-science/open-access/journal-embargo-finder In all cases accepted manuscripts should: link to the formal publication via its DOI and bear a CC-BY-NC-ND license.

IOP. Accepted manuscript-only with 12 month embargo

Springer. Accepted manuscript-only, 12 month embargo. An acknowledgement in the following form should be included, together with a link to the published version on the publisher’s website: “This is a post-peer-review, pre-copyedit version of an article published in [insert journal title]. The final authenticated version is available online at: http://dx.doi.org/[insert DOI]”.

Wiley. Accepted manuscript-only, 12 month embargo for STEM and 24 month embargo for non-STEM journals. Include note “This is the peer reviewed version of the following article: [FULL CITE], which has been published in final form at [Link to final article using the DOI]. This article may be used for non-commercial purposes in accordance with Wiley Terms and Conditions for Use of Self-Archived Versions.” Also see author compliance tool.

Taylor and Francis.  Accepted manuscript-only, embargoes vary by journal. Publisher requests author insert a link from posted accepted manuscript to the published article on Taylor & Francis Online with the following text: “This is an Accepted Manuscript of an article published by Taylor & Francis in [JOURNAL TITLE] on [date of publication], available  online: http://www.tandfonline.com/[Article DOI].”

Gold (Immediate) Open Access
Most open access journals, particularly scholar-led journals and journals outside of STEM, do not require a fee for immediate or gold open access. Find and browse these via DOAJ or the Directory of Open Access Journals. Most commercial publishers provide gold open access for their journals if the author pays a fee (article processing charge). Authors plan for these fees and build them into grants or otherwise request local subvention funding.