Logic description
Step 1: Initial OA Standing
Assume Initial Open Access Standing = OPEN, unless the following criteria apply:
| Field | Logic |
|---|---|
| Access to an electronic version | If no Document, Link, or DOI is provided, Open Access Status = NONE |
| Publication state | If Publication state = In preparation OR Submitted OR Unpublished, Initial Open Access Standing = NONE |
| Document version of file |
If Document version of file = Submitted manuscript OR Other version, Initial Open Access Standing = NONE If Document version of file = No value, Initial Open Access Standing = INDETERMINATE |
| Public access to file |
If Public access to file = Restricted OR Closed, Initial Open Access Standing = CLOSED If Public access to file = Embargoed AND the embargo period is still in force, Initial Open Access Standing = EMBARGOED If Public access to file = Unknown, Initial Open Access Standing = INDETERMINATE |
Step 2 : OA Status
| Field | Logic |
|---|---|
| Visibility |
Ignore visibility where: The electronic version is a Link OR DOI Initial Open Access Standing = NONE or CLOSED or INDETERMINATE Otherwise, if Visibility = Restricted, Open Access Status = CLOSED |
Where more than one electronic version is attached (either Documents, Links, or DOIs), the following logic applies:
- The Open Access Status of the record should reflect the most open electronic version. So, for example, if the Author’s Accepted Manuscript is OPEN and the Publisher’s PDF is EMBARGOED, the Open Access Status of the record should be OPEN.
- Where more than one version is in the same most open state, then the most ‘advanced’ version should be stated in the Open Access status of the record. For example, if the Author’s Accepted Manuscript is OPEN and the Publisher’s PDF is OPEN, the Editor should state that the Open Access Status of the record is determined by the Publisher’s PDF.
