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OA checklist

Many research funders and institutions worldwide have introduced policies requiring authors to make their research openly accessible, whether through immediate open access (OA) publication, or through archiving a version of their manuscript in a repository. Follow our open access checklist to help you meet the requirements of your funder(s) and institutions, and identify potential sources of article-processing charge (APC) funding for your OA publications.

When applying for research funding, consider:

  • BUDGETING FOR OA: Check whether your funder allows or requires you to budget for OA publication charges within your research grant application.

Learn more about OA funding options

When choosing where to submit your paper, check:

  • FUNDER AND INSTITUTION REQUIREMENTS: Check the OA policies of your research funder and institution – are you required to publish via the immediate (gold) OA route, under a specific license, or to archive a version of your manuscript (green OA)?

Learn more about identifying OA policies and about common OA requirements

  • JOURNAL POLICIES: Check the OA policies of your chosen journal – will the journal’s OA options, licenses, and self-archiving policies allow you to meet your funder and institution’s OA policy requirements?

Learn more about complying with funder and institutions’ OA policies by publishing with SpringerOpen

  • APC FUNDING OPTIONS: Check journal article-processing charges and identify sources of funding – what OA funding is available from your institution and/or funder, and when do you need to apply for it?

Learn more about identifying OA funding options and check our list of OA funding sources

  • APC FUNDING CONDITIONS: Check whether your chosen journal meets your OA funding conditions – are your funds restricted to fully OA journals, or journals offering a CC BY license?

All SpringerOpen Journals are fully OA and publish under the CC BY licence. Learn about other common OA funding restrictions

When your paper is accepted for publication, check:

  • SELF-ARCHIVING: Confirm what needs to be done to meet any self-archiving requirements of your funder and/or institution – which version of the article needs to be archived and where? Will the journal be depositing the manuscript on your behalf?

Learn more about meeting self-archiving and manuscript deposition requirements and about SpringerOpen self-archiving policies.

For further guidance see our FAQs or contact our free OA support service:
Discovering and applying for OA funding - FAQs
Understanding and meeting OA policy requirements – FAQs
OA funding and policy support service

Research funders and institutions may have additional open access requirements that are not covered by this checklist. We advise all authors to check open access policies on their funder and institutional websites for full details of applicable requirements.
If you have any feedback on our OA checklist or suggestions for how we can further support your OA publishing experience with us, please let us know at