Plan S, the open access mandate launched by cOAlition S in 2018, has moved from a policy aspiration to a publishing reality. As of 2025, funders representing billions in annual research spend require that any work they fund is immediately, freely, and openly available. For journal editors, this is no longer a niche concern: it shapes submission volumes, author expectations, licensing decisions, and long-term journal viability.
What Is Plan S?
Plan S requires that peer-reviewed publications arising from research funded by participating organisations are made available in open access form from the date of publication with no embargo period. The initiative is backed by major funders including the European Research Council, Wellcome Trust, UK Research and Innovation (UKRI), the Bill and Melinda Gates Foundation, and a growing number of national funding bodies across Europe, Asia, and the Americas.
The three compliant routes under Plan S are: publishing in a fully open access journal (Gold OA), publishing in a journal that offers a compliant open access option (Hybrid OA with a transformative agreement), or depositing the author accepted manuscript in an open repository with immediate open access (Green OA with no embargo).
The Rights Retention Strategy
One of the most consequential developments of recent years is the Rights Retention Strategy (RRS), now adopted by UKRI, Wellcome, and the Gates Foundation among others. Under the RRS, authors apply a CC BY licence to their accepted manuscript at the point of submission, before any copyright transfer agreement with the publisher takes effect. This means that even if the final published version is behind a paywall, the author retains the right to post their accepted manuscript openly and immediately.
For editors, this has a direct implication: you may begin receiving manuscripts with an RRS statement attached. These cannot be rejected on the basis of the licence alone. Journals that have not updated their submission and licensing workflows to accommodate this will face growing friction with authors from RRS-adopting institutions.
What Editors Must Do Now
First, audit your journal's licence options. Does your journal offer CC BY as a standard option? Does it support immediate open access? If you operate a subscription or hybrid model, do you have a transformative agreement with a cOAlition S funder? If the answer to all three is no, a significant and growing pool of authors will be unable to publish in your journal without violating their funding conditions.
Second, update your author guidelines explicitly. State which Plan S routes your journal supports. Authors, particularly early career researchers, are often confused about compliance and will look to the journal's guidance first. Clear, specific information reduces back-and-forth at the submission and acceptance stages.
Third, review your embargo policies. Any embargo on green open access longer than zero is non-compliant with Plan S. If your journal has historically relied on twelve or twenty-four month embargoes to protect subscription revenue, that model is under sustained pressure.
Article Processing Charges and Equity
A persistent criticism of Gold OA under Plan S is that Article Processing Charges (APCs) create a new paywall, one on the author side rather than the reader side. Funders have responded by requiring that APCs be capped and that waivers be available for researchers in low- and middle-income countries. The Directory of Open Access Journals (DOAJ) maintains a list of journals with APC transparency; listing there is increasingly a baseline expectation.
Diamond open access, where neither authors nor readers pay, is increasingly seen as the most equitable model and is receiving dedicated infrastructure investment in Europe and Latin America. For journals affiliated with learned societies or universities, this model deserves serious consideration.
The Bottom Line for Editors
Plan S is not going away, and its reach is expanding. The editors who will navigate this period successfully are those who treat OA compliance as an editorial infrastructure question, not a marketing one. That means updating workflows, licensing terms, and author guidance proactively, rather than reactively when authors raise compliance conflicts at the point of acceptance.