Natasha White
Natasha White
Associate Marketing Director  Author Engagement

With more and more funding agencies establishing policies and mandates for open access publishing, we know that navigating the various requirements can be difficult and time consuming for authors. Every funding agency seems to have slightly different specifics to their open access policies and each paper has multiple authors with multiple funding agencies supporting their research. The following three steps will help you comply with your funder mandates when publishing your research:


Step 1: Learn the details of the open access policies of the funders supporting the research in your paper.


Authors can use funders’ policy listings such as SHERPA/JULIET or publisher versions; for example Wiley, Nature Publishing Group and BioMed Central have similar listings.


115407-CT-Icon+Text-Solid-Purple-RGBWiley has recently launched a new institution and funder Open Access Policy Finder*, searchable by Funder and Institution. This includes:


• Information on 96 funders, searchable by country
• Information on 158 institutions, searchable by region
• Direct links to the funder and institutions’ open access policies and article processing charge funding/payment information
• Information on whether or not your funder or institution has a Wiley Open Access Account





Here are some of the typical details within the open access policies that you will need to understand before publishing your work:

1. Preference for Gold (pay-to-publish) or Green (self-archiving) open access
2. Time to open access: Funders may stipulate that your paper is published open access immediately or after a certain embargo period
3. Where you make it open: Funders may ask that you or your publisher makes your article available in a public repository such as PubMed Central or in your institutional repository
4. License requirement: Funders may require that your article is published with a specific Creative Commons license
5. Availability of funds: Funders may or may not provide money to cover open access charges
6. Open data: You may need to ensure that any underlying data is also made publicly available
7. Acknowledgements: You will need to acknowledge all funders who have supported the research in your paper


Step 2: Work out the best route to comply with your funder mandate(s).


Now that you understand the specific requirements needed to comply with your funder’s policies, you need to work out which route to take in order to comply. This might be either through gold open access (payment of an open access fee to make your article fully open access immediately upon publication) – or through green open access, (self-archiving your paper in a repository after an embargo period).
With Wiley you can take either route:


Pay-to-Publish (Gold) Open Access
Wiley Open Access


Wiley Open Access is our program of fully open access journals. Every article is published open access.



Online OpenOnlineOpen is our program of subscription journals which offer authors the option to make their articles open access.



Self-Archiving (Green) Open Access


Self-archivingSelf-archiving allows peer-reviewed (but not final) versions of a paper to be hosted on a personal website or an institutional website after an embargo period.



Before making your final choice, you need to find out the open access policy for the journal you wish to publish in to learn what is permissible to ensure you comply with your funder(s) requirements. A few things to look out for:


Gold Open Access:
Copyright/license type
Open access fee
Deposition to PubMed Central


Green Open Access:
Embargo length
Allowed Article version
Repository (institutional or public)


Authors can use SHERPA/RoMEO which is a listing of publisher copyright policies and self-archiving or go direct to a journal’s website to read the author instructions.


But with so many different funders and journals with so many policy combinations and permutations, authors struggle to find the right route. Authors need a simple guide to compliance helping them to interpret publisher policy and funder policy data. For authors funded by UK researchers there is SHERPA/FACT Funders & Author Compliance Tool. This is a tool that combines both 1) UK funder policy and 2) journal policy to help authors comply with UK research funders’ policies on open access. It uses data from SHERPA/RoMEO which is database of Publisher copyright policies & self-archiving and SHERPA/Juliet which is a funder policy listing.


Step 3: Follow the proper workflow when submitting your work to a journal to ensure you comply with your funder’s mandates.


Now that you’ve chosen which route you’ll take, you need to navigate your open access journey. Many publishers ask authors during the submission process who has funded their research and give them further information and guidance about how to comply with their funder’s policy. Wiley has a number of tools to help authors, including:


Open Access Navigation Maps:




Gold Open Access Map














Green map


Green Open Access Map













Wiley's Understanding Open Access Video:





For more information on Wiley’s Open Access program, please visit: www.wileyopenaccess.com


*We are regularly updating our Institution & Funder Open Access Policy Finder Tool and not all institutions/funders may be represented at this time. We strive to ensure that all information is correct and up-to-date, so if you notice anything is missing or incorrect, please contact us at openaccess@wiley.com.

    Trina Cody 
Trina Cody
Strategic Market Analysis Manager, Wiley 

"The past is a foreign country: they do things differently there."

This almost proverbial opening line to L. P. Hartley’s The Go Between sums up rather nicely the reality of generational change.


Students working together
Source: Shutterstock

While it is dangerous to assume anything about an individual, how newer generations work, play and learn is very different from previous eras. Compared to other groupings, Generation Y, also known as Millennials (anyone born between the early 1980s and 2000), now represent the majority of the workforce* and are forging a distinctive path into adulthood. They are politically independent, relatively unattached to organized religion, more liberal in their views on relationships (yet in no rush to marry), and less trustful of people than previous generations.

How does Generation Y learn?

The millennials are the best-educated cohort of young adults in history – a third of Americans aged 26 to 33 have a four-year college degree or more. But perhaps of more significance to societies is the fact that this group has taken the lead in seizing on the new platforms of the digital era. They maximize the internet, mobile technology and social media, to construct personalized networks of friends, colleagues and affinity groups. Millennials are ‘digital natives’, and, unlike previous generations, these technologies are inherent in everything they do; they have not had to adapt like previous generations.

It should come as no surprise that web-based learning has become the fastest growing education segment, and it is currently estimated that more than 46% of college students are taking at least one course online. Learning opportunities need to reflect this shift, and scholarly and professional societies need to take note.

What motivates Generation Y?

Millennials have different values, needs and expectations to any previous generation. In order to make the necessary commitment to join or retain interest in an organization they need to feel involved and have an emotional attachment to what the organization represents. Consequently, the actual values of a particular membership society will have a massive impact on whether Millennials choose to actually join or maintain membership.

Generation Y values leadership, learning and making a difference. While all society members need a sense of belonging, trust is particularly important for this segment. Empty promises will certainly not be tolerated, and it is imperative that Millennials feel involved from day one.

The recent recession has personally impacted millennials at a critical point in their coming of age, not only limiting their own job opportunities, but presenting huge social and economic repercussions for their parents. This means they place even more value on professional development and career services than older generations.

How can societies better engage Generation Y?

Societies and membership organizations need to ensure they are meeting the needs of this cohort. Generation Y want to feel a sense of ownership for anything to which they are signed up. They need to feel involved from day one, and to feel that they are of equal value to a membership organization as elder generations.. They don’t expect to wait five years before they have a voice, and they want to use their skills immediately in partnership with society colleagues, no matter what the age gap.

Their biggest turn off is not being listened to. So, societies need to ask them how they actually want to be involved, and, most importantly, to act on it – instant feedback is high on the expectation list of Millennials. And it won’t work to limit involvement to a few. Generation Y are all about collaboration and what their peers think, so societies will quickly be found out if they ignore the whole group

Communication should come via mobile devices, and social media. Societies that focus on marketing on these platforms will reach more members of younger generations.

So, what are the implications for eLearning?

In terms of learning solutions, it is obviously worth acting via Generation Y’s preferred media. Digital fora would not be out of place, and it’s worth considering providing different options to engage your audience at events, whether in the flesh or online. Above all, efficient technology is a must. They want to be able to learn anywhere, anytime, and with no excuses.

It’s worth focusing on other millennial traits: provide a structured environment in which they can easily see results and be rewarded, develop self-assessment activities, and include ways learners can customize their learning.

With the right eLearning solutions, societies can certainly better engage with Millennials. You’ll be genuinely providing something they need in a manner to which they have not only become accustomed, but actually expect. A robust curriculum, multimedia activities delivered on an easily accessible platform, engaging webinars and customized learning all go a long way to reaching Millennials. These are worthwhile developments that can only be good for recruiting and retaining more members, while enhancing a society’s reputation.

Our suite of eLearning products is designed to reflect the eLearning revolution inherent in Generation Y, but we would like to know your thoughts. Let us know what you are doing to reach out to younger members of your society in the comments section below or tweet us @WileySocieties.

*Based on the US Bureau and Bureau of Labor’s findings

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