Open Access Mandates and Policies: The Basics

Universities can afford to subscribe to only a small percentage of available scholarly journals. Consequently, researchers do not have access to all articles in journals pertinent to their fields of study. The Open Access (OA) movement began in response to wanting to find a solution to this "serials crisis" and the availability of the Internet to disseminate scholarly research in new and innovative ways to a larger, worldwide audience. OA mandates are policies adopted by research institutions, universities, or funders that require researchers to provide free, unrestricted access to their published research by publishing in OA journals, depositing their articles in an OA repository or both. This edition of "In Lay Terms" provides basic information about OA mandates and policies, gives an overview of university and funder OA mandates, discusses geographic differences in policies and compliance rates, and reviews United States federal funding agencies' OA policies and Plan S.