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Research funders' open access policies

Heart and Stroke Foundation of Canada (HSF) /
Fondation des maladies du cœur du canada (FMC)

Country: Canada
JULIET Home | Open Access Archiving | Open Access Publishing | Data Archiving Policy | Key to OA Ticks

Publications Policy

Open Access Archiving

Open Access Tick Whether to Archive: * Requires deposition in Open Access archives
No Open Access Tick What to Archive: * Peer-reviewed publications
* Full text
* Unspecified format
No Open Access Tick When to Archive: * At the date of publication
* Acceptable embargo: up to 6 months after publication
  Where to Archive: * On the authors' own websites (Alternative)
* In appropriate institutional repositories (Alternative)
* In appropriate disciplinary repositories (Alternative)
* In named repositories… (Preferred)
* PubMed Central (PMC) Canda (Preferred)
* PubMed Central International site (Preferred)
  Archiving Conditions: * [No information]

Open Access Publishing

Open Access Tick Whether to Publish: * Requires publication in Open Access publications
  Where to Publish: * in a peer-reviewed open access journal (Preferred)
  Publishing Conditions: * Costs of open access publishing should be included in funding applications
* Costs of open access publication may be reimbursed by the Heart and Stroke Foundation of Canada

General

  General Conditions: * Effective for all new projects from 01-May-2010
* The Heart and Stroke Foundation of Canada encourages compliance for all earlier projects
* Applies to all projects funded totally or partly by the Heart and Stroke Foundation of Canada
* Revues qui soit PMC ou de fournir un accès ouvert aux articles, avec un embargo sur les plus de 6 mois [Journals which either deposit in PMC or provide open access to articles, with an embargo no longer than 6 months]
* Ordre de préférence pour l'auto-archivage est la suivante: PMC Canda, PMC International site, de discipline de dépôt, dépôt institutionnel ou un site Web personnel, puis le groupe de recherche [Order of preference for self-archiving is: PMC Canda, PMC International site, Disciplinary Repository, Institutional Repository then personal or research group website]
* La FMC reconnaît qu’il peut y avoir des limites raisonnables et des exceptions à cette règle. Cependant, elle s’attend à ce que les chercheurs ne négligent aucun effort afin de s’y conformer et qu’ils informent le personnel de la FMC immédiatement de tout [HSF recognizes that there may be reasonable limitations and exceptions to compliance. However, researchers are expected to make every effort to comply and must notify HSF staff immediately when there are exceptions or limitations.]
* Les récipiendaires de subvention doivent reconnaître la contribution de la FMC dans toutes leurs publications critiquées par les pairs. [Grant recipients must acknowledge HSF contributions in all peer-reviewed publications.]
* Politique s'applique également aux résultats des essais cliniques dans les six mois suivant l'achèvement de l'essai. [Policy also applies to results of clinical trials within six months of completion of the trial.]
* En acceptant les fonds de la FMC, les récipiendaires acceptent les termes et conditions de la subvention ou de la bourse tel que stipulés par cette politique et toute autre politique ou ligne directrice. Advenant un soupçon d’infraction à la politique de [By accepting HSF funds, grant recipients accept the terms and conditions of the grant or award as set out in this and other published policies and guidelines. In the event of an alleged breach of HSF funding policy, HSF may take steps to deal with the all]
  Policy Links: * HSF Open access to research outputs policy: Guidelines
* Politique de libre accès aux résultats de la recherche de la FMC : Lignes directrices [HSF Open access to research outputs policy: Guidelines]

Data Archiving Policy

Open Access Tick Whether to Archive: * Requires deposition in Open Access archives
  What to Archive: * Research data
No Open Access Tick When to Archive: * Immediately after publication of results
  Where to Archive: * In any appropriate repository (Required)
  General Conditions: * Effective for all new projects from 01-Jun-2010
* The Heart and Stroke Foundation of Canada encourages compliance for all earlier projects
* Applies to all projects funded totally or partly by the Heart and Stroke Foundation of Canada
* Research data such as bioinformatic, atomic, and molecular coordinate data, as already required by most journals, into the appropriate public database immediately upon publication of research results.
  Policy Links: * HSF Open access to research outputs policy: Guidelines
* Politique de libre accès aux résultats de la recherche de la FMC : Lignes directrices [HSF Open access to research outputs policy: Guidelines]
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This information is accurate to the best of our knowledge, but should not be relied upon for legal advice.

JULIET and Support for Open Access to Research Open Access Tick

Publications Policies

To maximise the dissemination of the research they fund, the grant conditions of funding organisations increasingly require peer-reviewed research outputs to be made freely available to the public in full at the earliest possible date. These aims can be achieved either by archiving publications in an Open Access repository, or by publishing in an Open Access publication. JULIET assigns Open Access ticks (Open Access Tick) for the key conditions that should ideally be met for each type of policy. If a policy fails to meet a key condition, a dash (No Open Access Tick) is shown instead.

Self-Archiving

The ideal publications archiving policy has three key parts:

Open Access Tick Whether to archive: Deposit required to be made available free of charge without any access restrictions
Open Access Tick What to archive: The full final version the published version or the author's final peer-reviewed version
Open Access Tick When to archive: When accepted for publication although toleration of publishers' embargos negates this

Open Access Publishing

As an alternative to archiving, some funders accept publication of articles in Open Access journals or in hybrid journals, which may require an additional payment to the publisher for the article to be made Open Access immediately on the date of publication. Accordingly, JULIET assigns an Open Access tick (Open Access Tick) if the policy requires open access publishing.

Data Archiving Policies

Funding organisations are also increasingly requiring grantees to deposit their raw research data in appropriate public archives or stores, in order to facilitate the validation of results and further work by other researchers. The practicalities of providing access to large data-sets can be costly for data archives. Therefore, an Open Access tick may still be given if the archive recovers the costs of access provision on a not-for-profit basis.

Because it can take some time to write up results after a work has been completed, policies may allow a reasonable period of grace during which the original researchers have exclusive access to the data before it has to be deposited in a public archive. The lengths of such periods vary by subject discipline. For instance six months might be suitable for a chemistry project, but an archaeological dig could require several years. However, there clearly needs to be an outer limit.

JULIET assigns up to two Open Access ticks for data archiving policies:

Open Access Tick Data archiving is required.
Open Access Tick Data must be deposited within five years.

Statistical Analysis

For an indication of how UK research funders have implemented Open Access policies and level of funds affected, please see: Selected research funders' grant expenditure.

Updates and Feedback

The information in JULIET is updated by community contributions. If a funding organisation with an open access or data archiving policy is not listed here, please tell us about it via our Notification Form. Alternatively, please submit any updates or feedback by email to the JULIET Administrators (juliet@sherpa.ac.uk).

JULIET complements the RoMEO service provided by SHERPA for authors and repository administrators, which lists summaries of publishers' copyright transfer agreements as they relate to archiving. Further information on Open Access is available for authors, including links to contacts and repositories which may be able to take eprints to fulfil funders' requirements and recommendations. Further information on repositories is available from OpenDOAR.

Further information about RoMEO & JULIET [PDF files] - Leaflet  |  Large Poster (A1)  |  Small Poster (A3)

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