Please see the ref2029 and ref2029_epm branches for ingredient and Bazaar EPM updates to the REF CC plugin for the new OA compliance criteria for publications published from January 2026 onwards.
Key changes include:
- New REF2029_CC DataObj for storing all data and running OA compliance checks.
- Updated REF CC tab and workflow stages to display new rules and exception options.
- New "REF 2029 Compliance (Jan 26 or later)" report for items published from January 2026 or later.
- Tidying up of old reports which are condensed down to "REF Compliance (pre Jan 26)" and "REF Compliance - Exceptions (pre Jan 26)".
Installation:
If updating from the old plugin, you will need to run epadmin recommit <repoid> eprint to ensure all EPrints are updated with a new REF CC Dataobj where appropriate.
The EPrints deposit workflow hefce_oa stage will also need updating as follows:
<stage name="hefce_oa" required_by="hefce_oa">
<epc:choose>
<epc:when test="ref2029_cc.property('scope') = '26-28'">
<component><field ref="hoa_emb_len"/></component>
<component><field ref="hoa_ref_pan"/></component>
<component type="REF2029">
<field ref="ref2029_gold_oa"/>
<field ref="ref2029_pub_agreement"/>
<field ref="ref2029_pre_compliant"/>
<field ref="ref2029_pre_compliant_txt"/>
<field ref="ref2029_override"/>
<field ref="ref2029_ex_dep"/>
<field ref="ref2029_ex_dep_txt"/>
<field ref="ref2029_ex_acc"/>
<field ref="ref2029_ex_acc_txt"/>
<field ref="ref2029_ex_tec"/>
<field ref="ref2029_ex_tec_txt"/>
<field ref="ref2029_ex_fur"/>
<field ref="ref2029_ex_fur_txt"/>
</component>
</epc:when>
<epc:otherwise>
<component type="Field::Multi">
<title>Pre-Compliance</title>
<field ref="hoa_override"/>
<field ref="hoa_override_txt"/>
</component>
<component>
<field ref="hoa_exclude"/>
</component>
<component>
<field ref="hoa_pre_pub"/>
</component>
<component>
<field ref="hoa_gold"/>
</component>
<component>
<field ref="hoa_emb_len"/>
</component>
<component>
<field ref="hoa_ref_pan"/>
</component>
<component type="Field::Multi">
<title>Deposit Exceptions</title>
<field ref="hoa_ex_dep"/>
<field ref="hoa_ex_dep_txt"/>
</component>
<component type="Field::Multi">
<title>Access Exceptions</title>
<field ref="hoa_ex_acc"/>
<field ref="hoa_ex_acc_txt"/>
</component>
<component type="Field::Multi">
<title>Technical Exceptions</title>
<field ref="hoa_ex_tec"/>
<field ref="hoa_ex_tec_txt"/>
</component>
<component type="Field::Multi">
<title>Further Exceptions</title>
<field ref="hoa_ex_fur"/>
<field ref="hoa_ex_fur_txt"/>
</component>
</epc:otherwise>
</epc:choose>
</stage>
Link to EPrints Wiki Page
New documentation on Wiki (derived from old documentation): https://wiki.eprints.org/w/REF_CC
Original REF CC Documentation
Old documentation: See http://eprintsug.github.io/hefce_oa/ for details.