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Open Access and Institutional Repository: REF

What is REF?

The Research Excellence Framework (REF) is the UK’s system for evaluating the quality of research produced by higher education institutions. It takes place every 5–7 years and is used to inform research funding decisions as well as to encourage high standards of research.

The most recent REF was held in 2021, with the next scheduled for 2029. REF 2029 will continue this rigorous assessment process, while evolving to reflect changes in the research environment and the needs of society.

REF 2029 eligibility

To be included in HSU's REF 2029 submission, research outputs must meet the following key requirements:

  • In-scope outputs – Includes journal articles and conference proceedings published with an ISSN

  • Open access compliance – Must be deposited in the institutional repository within the required timeframe.

    • Published 1 Jan 2021 – 31 Dec 2025: Must meet REF 2021 open access policy. Outputs must have been deposited in an appropriate repository within three months of acceptance for publication

    • Published on/after 1 Jan 2026: Must meet REF 2029 open access policy. Outputs must be deposited in an appropriate repository within three months of publication

  • Institutional link – Output must show a substantive and demonstrable connection to the submitting institution

  • Diversity of outputs – Submissions should reflect the breadth of the institution’s research

There is no OA requirement for other output types, such as monographs and book chapters, in REF 2029. 

Aims and objectives for REF 2029

The aims of REF 2029 are to create a research system which:

  • Delivers high-quality, rigorous research
  • Fosters inclusivity and collaboration
  • Drives an engaged and impactful research system

The funding bodies have identified three objectives for REF 2029 to meet this ambition:  

  • Inform the allocation of block-grant research funding
  • Provide accountability for public investment in research
  • Provide insight into the health of research in HEIs

UK Research and Innovation. (2023). REF 2029: Overview. Research Excellence Framework. https://2029.ref.ac.uk/guidance/section-1-overview/