RHS Working Paper – History Researchers and Plan S (Journal) Compliance (April 2019)

10 April 2019

Wellcome Trust, Medical History/Humanities & Plan S: RHS Interim Working Paper

This RHS working paper explores Plan S developments primarily from the perspective of Wellcome-funded Humanities researchers (for whom the policy applies to new research article submissions from 1 January 2020).  The paper formed part of a wider discussion with Robert Kiley and Simon Chaplin of the Trust on 9 April 2019.  A representative from Wellcome will offer a response in late May, at which time a further clarification of Plan S implementation guidance is expected.  We’ll post the Wellcome response when it is in hand and hope that these texts will help Wellcome-funded historians as well as History journals and learned societies navigate the new Plan S requirements.

The Working Paper can be downloaded here.

A meeting of UK History editors and learned society representatives is being held at the Institute for Historical Research on 26 April 2019, to discuss the potential implications of Plan S and the best ways of responding to this new development.  We (RHS) will aim to report back on the this meeting if information that might be useful for History researchers emerges from its discussions.  However, given that additional guidance on Plan S is expected in late May, we would expect that to be the most likely point at which greater clarification is available.

In the meantime, for Wellcome Trust-funded historians planning research article submissions from 1 January 2020, at the moment (and NB this is a rapidly moving frontier) the most likely route to Plan S compliance in the short-term looks to be self-deposit of the Author Accepted Manuscript (AAM) in PubMed Central (PMC) and Europe PMC with a CC BY licence and zero-embargo.  You will find this pathway described in:

To determine whether the Wellcome Trust will cover APC charges for your preferred publication from 1 January 2020, see their updated open access guidance.

The Royal Historical Society does not at present have a full list of History journals with a zero embargo policy for AAMs, but examples of publisher open access policies include:

  • Cambridge Journals Open Access policy.
  • Oxford Journals policy on complying with funder OA requirements.
  • Taylor and Francis/Routledge Open Access options finder by journal.
  • Wiley policy on self-archiving.
  • Elsevier policy for self-archiving.

We welcome feedback on this document. Please contact Dr Katherine Foxhall, RHS Research and Communications Manager by email: k.foxhall@royalhistsoc.org