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Publishers

Publisher waiver policies, side by side

39 publishers, 7 classification systems, eight different rules about which author counts. The differences are not cosmetic: they decide whether you pay nothing, half, or everything.

All policies checked 20 August 2026

39policies recorded
8rules about which author counts
6cover hybrid journals
7classification systems

The policies

PublisherWhich author counts HybridApplied
ElsevierResearch4LifeAll authors must be in the same groupNoAutomatic
WileyResearch4LifeCorresponding author only, using the affiliation given at submissionNoAutomatic
Taylor & FrancisWorld Bank income class plus a GDP ceilingCorresponding author's primary affiliationNoRequest required
Springer NatureWorld Bank income class plus a GDP ceilingCorresponding authorNot statedRequest required
SageResearch4Life; some journals use World Bank income levels insteadCorresponding authorNoAutomatic
IOP PublishingWorld Bank income classAutomatic when all authors are in an eligible countryYesAutomatic or on request
PLOSResearch4LifeInstitution, not the individual authorNot statedAutomatic through the Global Equity agreement
Oxford University PressResearch4Life, EIFL and government affordability metricsCorresponding authorNoAutomatic
IEEEWorld Bank GNI per capitaAll authors must qualifyNoAutomatic
MDPIMDPI internal classification, described as broadly aligned with Research4LifeCorresponding author, assessed individuallyNot statedRequest required
PeerJWorld Bank income classificationSubmitting author for a single waiver; if every co-author is from a low-income economy, the requirement is waived for all of them and publication is freeNot statedRequest required
Cambridge University PressResearch4LifeCorresponding author of research articlesNot statedAutomatic, plus a discretionary route on request
BMJBMJ's own waiver list, built on low-income economiesThe strictest set of conditions foundNot statedRequest required
ACMACM agreements with EIFL and Research4Life, plus the World Bank list of economiesAuthor location; ACM Open institutional licences are applied firstNot statedAutomatic for geographic waivers; discretionary route on request
BMCWorld Bank income classification, through Springer NatureCorresponding authorNoAutomatic for the country route; request required for the discretionary route
American Physical SocietyResearch4Life (Group A full, lower-middle reduced)Corresponding author at an eligible institutionYes — hybrid + gold Physical ReviewAutomatic; no waiver request since 1 Jan 2024
American Chemical SocietyWorld Bank income class (July 2022 snapshot), Group A / Group BSubmitting corresponding author onlyNo — fully OA titles onlyAutomatic on acceptance
AIP PublishingResearch4Life guidelines extended with World Bank low + lower-middle incomeNot stated on the policy pageNo — Gold OA titlesAutomatic at billing; others case-by-case on request
Optica Publishing GroupOwn list of qualifying low-income countries, plus Ukraine through 2026; Optics Continuum uses low + middle incomeCorresponding author only; requires an accurate address on fileNot statedAutomatic
FrontiersNo country list; authors in World Bank low and lower-middle income countries may apply for APC discounts, plus institutional agreementsNot statedn/a (fully OA)Request required (fee support form)
Copernicus PublicationsResearch4Life plus European Economically Disadvantaged (EED) — a distinct classification systemCorresponding author's institutionn/a (fully OA)Fully automated: 100% R4L, 50% EED on 20+ titles
The Royal SocietyOwn "Open Access Equity" list, 100+ countries including Ukraine, Serbia, GeorgiaCorresponding authorYes — all Royal Society journalsAutomatic, plus a discretionary need-based route
Microbiology SocietyHINARI Group A (100%) and EIFL agreement, 33 countries (100%)Corresponding authorYes — whole portfolio, hybrid and fully OAAutomatic for HINARI Group A and EIFL countries; partial waiver otherwise on request at submission
De Gruyter BrillWorld Bank income class — 80%/30%, not 100%/50%; Brill side runs on EIFL partner countriesCorresponding authorYes on the Brill/EIFL route; not stated for the De Gruyter country discountAutomatic on acceptance by country of residence
JMIR PublicationsWorld Bank income class, aligned to Plan S guidanceAll authors must be in a low-income economy for a full waiver; all in lower-middle for a discountn/a (fully OA)Request required (form)
KargerCountry income, low and lower-middleNot statedNo — explicitly no waivers for Author's Choice hybrid OARequest required, after acceptance
ThiemeResearch4Life Group A 100%, Group B 50%Corresponding authorNo — Gold OA onlyRequest required; eligibility indicated at the payment stage after acceptance
American Society for MicrobiologyResearch4Life Group ACorresponding authorNot statedAutomatic for R4L Group A; other need-based requests at acceptance
Mary Ann LiebertResearch4Life Group B, 50% discount; World Bank lower-middle prioritised for othersCorresponding authorNo — gold OA journalsRequest required, case-by-case
Portland Press (Biochemical Society)Research4Life / HINARI Group A full, Group B discountNot statedNot statedGroup A full, Group B discount; individual circumstances by request
Emerald PublishingWorld Bank low + lower-middle income; Research4Life list for ICE Publishing titlesNot statedNo — fully OA titles onlyAutomatic at submission
Wolters Kluwer (Lippincott)Research4Life eligibility criteriaCorresponding author at participating institutionNot statedInstitutional R&P agreements only; no standalone country-based waiver published
AACRWorld Bank low + lower-middle incomeNot statedYes — AACR journals are hybrid with an OA optionGeographic full or partial; hardship waivers case-by-case
eLifeNo country list — case-by-case on financial need; LMIC authors typically coveredCorresponding author provides the explanationn/a (fully OA)Request required
PensoftLow + middle income, plus PhD students, retired and independent researchers — set per journal, not centrallyNot stated centrallyn/a (fully OA)Request required, varies by journal
Royal Society of ChemistryResearch4Life (automatic waiver)Not statedNot statedAutomatic under Research4Life; other waivers case by case; RSC member discount 15%; 50% discount for authors in India, Indonesia and the Philippines
Company of BiologistsWorld Bank low and lower-middle income (automatic, corresponding author) and EIFL countries; hardship waiver on requestCorresponding authorNot statedAutomatic for eligible countries, no application; hardship waiver requested on acceptance
Bristol University PressResearch4Life alignmentNot statedNot statedNot stated
EDP SciencesResearch4Life Group A waiver; 20% discount for CAS institutes and TIB-affiliated German institutions; French institutions via transformative agreementNot statedNot statedResearch4Life Group A waiver; institutional discounts and agreements

Eight rules about which author counts

RulePublishers
Corresponding author onlyThe affiliation given for the corresponding author at submission decides it. Co-authors elsewhere do not affect the outcome.Wiley, Taylor & Francis, Springer Nature, Sage, Oxford University Press, Cambridge University Press, MDPI
All authors, same groupEvery author must sit in the same Research4Life group. A mix of Group A and Group B authors reduces a full waiver to 50%.Elsevier
All authors, or most on requestApplied automatically when all authors qualify. Granted on request when the corresponding author and a majority of co-authors qualify.IOP Publishing
All authors, lowest tier wins, one failure voids itIf entitlements differ between authors, the smallest applies. A single author in an ineligible country removes the discount entirely.IEEE
Institution, not the authorThe institution holds the agreement. Researchers at a covered institution are never charged.PLOS
All authors, plus where the research was done, plus funding statusEvery author must be in a listed country, the research must have been carried out in one, and it must be unfunded.BMJ
All authors, same group — including for the discountEvery author must be in the same income bracket. Unlike Elsevier, JMIR applies this rule to the partial discount as well, not only the full waiver.JMIR Publications
Career stage, not just geographyPhD students, retired researchers, and independent researchers qualify regardless of country — a category unique to this publisher.Pensoft

This is the single most consequential difference between publishers, and the one authors are least likely to check before choosing where to submit. Full answer.

Known policies not yet recorded

These publishers appear in Research4Life's index of APC waiver policies. We have the address but have not yet verified the terms, so we link rather than summarise.

British Institute of Radiologypolicy published, terms not yet recordedCSIRO Publishingpolicy published, terms not yet recordedCCSDpolicy published, terms not yet recorded

Source: Research4Life — Open Access titles with zero or reduced publication charges, checked 2026-08-05.

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