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Bill & Melinda Gates Foundation

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Name: Bill & Melinda Gates Foundation
Type: Funder
Institution/funder website: http://www.gatesfoundation.org/
Country: United States
Open Access policy: Requirement
Policy link: http://www.gatesfoundation.org/how-we-work/general-information/open-access-policy
Effective date from: 2015-01-01
Open Access, how?: Green route (deposit in repositories), Gold route (recommend OA journal publication)
Can requirement be waived by funder?: No waiver on deposit but immediate OA
Exemptions....(text extracted from the policy): "..As of January 1, 2015 our Open Access policy will be effective for all new agreements. During a two-year transition period, publishers will be permitted to apply up to a 12 month embargo period on the accessibility of the publication and its underlying data sets. This embargo period will no longer be allowed after January 1, 2017..."
Scope of policy?: Whole or partial funding
Funder pays for publication fees: Yes (charged by direct or indirect costs)
What must be deposited?: Articles, Data
Versions of papers that may/must be deposited: Publisher's version of record
When are accepted peer-reviewed papers to be deposited?: At time of publication
Copyright reservation (funders): Require blanket copyright reservation, no opt-out
Copyright terms...(text extracted from the policy): All publications shall be published under the Creative Commons Attribution 4.0 Generic License (CC BY 4.0) or an equivalent license. This will permit all users of the publication to copy and redistribute the material in any medium or format and transform and build upon the material, including for any purpose (including commercial) without further permission or fees being required.
Where to archive?: Unspecified
QuestionAnswerScore%P
Q4. Open Access policyRequirement2
20.40.8
Q8. Can requirement be waived by funder?No waiver on deposit but immediate OA1
10.10.1
Q11. Scope of policy?Whole or partial funding2
20.100.2
Q12. Funder pays for publication feesYes (charged by direct or indirect costs)1
10.050.05
Q16. Versions of papers that may/must be depositedPublisher's version of record0.8
0.80.050.04
Q17. When are accepted peer-reviewed papers to be deposited?At time of publication1.5
1.50.10.15
Q18. Duration of permissible embargo prior papers being made freely availableAt time of publication
Q19. Copyright reservation (funders)Require blanket copyright reservation, no opt-out2
20.10.2
Q25. Are there any type of monitoring actions to check compliance with the policy ( if yes, check any if apply)Require blanket copyright reservation, no opt-out
P: 1.54
(OA%) Funder = 100*1.54/1.981.1

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