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Announcing the Results of ORCID’s 2021 Board Election

Wed, 02 Dec 2020 - 19:16 UTC

On behalf of the ORCID Board and staff, thank you to everyone who submitted nominations and participated in this year’s Board elections process, especially the members of our Nominating Committee. Please join us in welcoming our new and returning Board members:

  • Clare Appavoo, Executive Director, Canadian Research Knowledge Network 
  • Paul Gemmill, Program Director, UK Research and Innovation  
  • Lisa Hinchliffe, Professor & Coordinator for LISI, U Illinois Library  
  • Calvin Johnson, Chief, High Performing Computing and Informatics, NIH 
  • Alison Mitchell, Chief Journals Officer, Springer Nature (Returning for a second term)
  • Daisy Selamatsela, Executive Director of the Department of Library and Information Services, UNISA (Returning for a second term)

ORCID holds Board member elections every year, following an open recommendation and nominations process. ORCID Board members serve for three years; each year about a third of the Board seats are up for election. The Nominating Committee was chaired with great dedication this year by outgoing ORCID Board Member Karin Wulf. The committee reviewed 13 applications. 

The committee sought to balance a number of objectives when developing the slate. Their overarching aim was to recommend candidates who are driven by the ORCID mission and are able to contribute to ORCID’s development through their personal and organizational knowledge and networks of influence. Diversity was also an important factor—in terms of skills, background, geographic location and organizational representation—and the committee also ensured that the Board, as per our bylaws, retained a majority of representatives of non-profit members.

The Nominating Committee’s slate of candidates was reviewed by the Board at its September 2020 meeting, announced in this blog post by Karin Wulf, and sent directly to ORCID members via our newsletter and an email to all voting contacts in member organizations.

Of the 996 members eligible to vote in the 2021 Board elections, 338 (34%) cast votes, above the 10% participation threshold needed for the election to be valid. Of those members casting ballots, 330 (97.6%) voted in favor of the slate, 7 (2.1%) abstained, and 1 (.3%) voted against the ballot. The election results were certified at 13:05 GMT on 30 November 2020.

Please accept my thanks if you participated in the election, and join me in congratulating our new Board members on their election. 

As we welcome our new board members, I would also like to take a moment to recognize the contributions of our departing board members. This year, six members are leaving the board, including three of our founding board members: Richard Ikeda, Salvatore Mele (founding member), Ed Pentz (founding member), Andrew Preston, Simeon Warner (founding member), and Karin Wulf. Among the six departing members, they represent 39 years of service on the ORCID board, including 25 years of service on board committees. The founding members signed ORCID’s certificate of incorporation and provided guidance as ORCID has grown from 43,000 registered iDs to 10 million.

Blog

Implementation of ORCID Reviewer Recognition in UK Research and Innovation funding system, Je-S

Tue, 01 Dec 2020 - 17:07 UTC

This is a guest post by Rupesh Paudyal, Funding Policy Lead, UK Research and Innovation (UKRI)

Introduction

UK Research and Innovation (UKRI) has recently implemented the ORCID Reviewer Recognition feature in its funding system, Je-S. It provides UKRI reviewers with an option to get formal recognition for their review contribution displayed in their ORCID profiles.

UKRI was one of the world’s first funders to sign the ORCID Open Letter for funders, and is the first funder to implement ORCID Reviewer Recognition in its funding system. This initiative demonstrates our commitment to peer review, and implementing ORCID in our funding systems in accordance with ORCID best practice guidelines for funders.

Here, I’ll take you through our journey in implementing the ORCID Reviewer Recognition and share lessons learnt. In summary, the primary challenge in implementing this feature was not in system development, but rather in the careful considerations for data protection, policy, user and system requirements, and the process map.

Recognizing UKRI reviewers’ contribution without compromising our Principles of Assessment 

UKRI values the effort that reviewers contribute towards assessing applications for us, which is an essential part of the funding process. We rely heavily on the time and expertise of reviewers to support our review process and help us make the best funding decisions. Each year, experts carry out tens of thousands of reviews for UKRI.

However, due to anonymity and confidentiality being two of the principles in the UKRI Principles of Assessment and Decision Making, the contribution of our expert reviewers is not formally recognized. Therefore, we are currently exploring several initiatives to better recognize, reward, and incentivize the contribution of UKRI assessors.

ORCID Reviewer Recognition provides us with a visible and verifiable way to publicly credit our reviewers for their work, without compromising the confidentiality and anonymity of the UKRI review process.

ORCID Reviewer Recognition can also act as an effective reference point for reviewers to keep track of the number of reviews that they have carried out for UKRI over time, which will be useful when it comes to applying for a promotion and funding.

Policy considerations

We started with policy questions deciding who should be eligible to get ORCID review credits. After several rounds of engagement with relevant stakeholders across UKRI, we decided ORCID review credits will only be available if:

  1. The reviewer submits a “usable review” via Je-S
  2. The review is submitted after 23 November 2020 (the date of implementation)
  3. A funding decision has been made on the application reviewed

This sounds simple, but there are several details that add to the complexity.

The feature is only available in the Je-S system from 23 November 2020. Therefore, only reviewers who submit reviews via Je-S after that date will be eligible to get ORCID review credits. UKRI is a relatively new organization with nine different Councils that evolved independently until they were brought together in 2018. Because of this, our Councils currently have separate funding systems: the seven Research Councils and other cross-cutting programmes use Je-S; while Innovate UK uses IFS.

As ORCID Reviewer Recognition is only implemented in Je-S, reviews submitted through Innovate UK’s IFS, historical reviews, and off-system reviews are not currently eligible to receive ORCID review credits from UKRI. However, we will review the potential benefits of widening this feature to the applications submitted to Innovate UK in the future.

Over 97% of reviews received between 2014-2018 via Je-S, were classified as “usable.” These are the reviews that are used in the assessment and decision-making process. However, reviewers are unaware of the classification status of their review in the UKRI system. Whilst we still don’t have capacity to inform individual reviewers of the status of their review, we’ve published the list of indicators that our staff use to classify reviews. We hope that this will act as a useful guide for our reviewers in submitting high-quality reviews. We’re also publishing why a review is likely to be classified as “unusable.”

One of the key policy considerations was to ensure that the confidentiality and anonymity of our review process isn’t compromised. Therefore, the transfer of data from Je-S to ORCID doesn’t include details of the individual application, the full date of the review, or the name of the UKRI Council that issued the review. Additionally, we will not issue ORCID review credits until a funding decision has been made on the application. Only the below information will be displayed in the ORCID records:

  • Role: Reviewer
  • Activity type: Review
  • Review date: Year (e.g., 2020)
  • Convening organization: UK Research and Innovation (Swindon, GB)
  • Source: UKRI Systems
Data protection requirements

UKRI is the data controller for any information that the UKRI system sends to the ORCID profile of Je-S users. Therefore, we are sending the review information to ORCID on behalf of our reviewers, based on their consent. This means that our reviewers decide whether to grant or deny permission to UKRI to send review information to their ORCID account. Our reviewers should be able to turn on or turn off the permission at any time from their Je-S account. This gives our reviewers control to choose the reviews for which they receive an ORCID review credit. Our system will only send ORCID review credits to those reviewers that have explicitly granted permissions in their Je-S profile.

ORCID users have full control in managing the information displayed in their ORCID profile. As such, ORCID users can instantly delete or change the visibility of information from their ORCID profile. As data controller, UKRI also needs to be able to accept this request from ORCID users to delete UKRI-generated information from their ORCID profile. Therefore, we have developed an internal process to manage these requests, and we have advised our reviewers to email our Je-S help team to request any deletion of UKRI data from their ORCID account.

Process map and system development

Any information submitted through Je-S—our front-end system, where users interact with UKRI—is stored in the back-office, internal system, which is not accessible to the users. The internal system includes information on reviews submitted through Je-S. To send the review credits to ORCID, the process must start from the internal system.

We designed the process map so that once the criteria (listed under “Policy Considerations”) are met, the review credit is sent from our internal system to Je-S. Once the review credit is in Je-S, the review credit is only issued to ORCID, if the reviewer gives explicit permission for UKRI to send this review information to their ORCID profile. The reviewer must link their ORCID iD with their Je-S account to receive ORCID review credits.

One thing that we had not considered at the start of the project is the requirement from ORCID to display the review information to an external facing web page owned by UKRI. The idea was that the review activity, as displayed on ORCID, would be linked to the record of the review activity on a UKRI-owned web page. We realized that this requirement would significantly complicate the system development, data protection, and policy requirements. Our aim was for review recognition to be displayed through ORCID and not on the UKRI web page. Therefore, we requested ORCID to consider exempting UKRI from this requirement—and ORCID agreed!

Building of the system started after mapping out all these details. Below, you can see how the review information flows from UKRI systems to ORCID.

Implementation

Finally, implementation of the feature required the development of guidance and information for the members of the research and innovation community, including reviewers. As part of the implementation, we have developed web page content on ORCID Reviewer Recognition, including FAQs aimed at reviewers. Additionally, we also carried out an internal communication campaign within UKRI, creating internal FAQs and slide decks for our staff.

One of the most important things to consider is how we communicate these changes to our reviewers. To do this, we amended our review invite email to mention the option of getting review credits via ORCID and linking to the UKRI web page for more information. We also issued communication to all users who have connected their ORCID iDs to Je-S informing them of ORCID Reviewer Recognition before this feature was implemented. 

Whilst the development took place, we noticed that ORCID had updated their API (the code that links ORCID with Je-S) since August 2017, and that the previous API did not have the functionality to send review credits to ORCID. This meant that our users, who linked their ORCID iD with their Je-S account before August 2017, would not be able to receive ORCID review credits. In order for these users to receive ORCID review credits, they would have to remove their current ORCID link with Je-S and reestablish this connection. Therefore, we designed a process to remove an ORCID connection from our system, which Je-S users can do at any time by emailing JeSHelp@je-s.ukri.org. Additionally, we notified the affected users of this requirement several weeks before the feature was implemented.

Users were also notified via email once the ORCID Reviewer Recognition feature went live in our system.

Conclusion

In this blog post, I have tried to provide an overview of UKRI’s approach to implementing the ORCID Reviewer Recognition. UKRI is committed to implementing ORCID in accordance with the best practice for funders, and we are happy to share lessons learned with other funders who are considering implementing this feature. As I mentioned earlier, the most important things we had to consider in adopting this feature are policy decisions, data protection requirements, system requirements, process mapping, and finally, system building and implementation.

Blog

10M ORCID iDs!

Fri, 20 Nov 2020 - 16:19 UTC
Another major milestone for ORCID

At the end of 2012, just three months after we launched the ORCID registry, we were thrilled to be able to share that nearly 50,000 researchers had already registered for an iD. Ten months after that, we celebrated the ORCID record growing to nearly 250,000 (with 80 Members!) All told, it took us just a little over two years to grow to 1,000,000 iDs, and nine months after that, in 2015, we hit 1.5 million iDs

Since 2015 we’ve been steadily growing and exceeding even our own high expectations:

  • In 2015, the record grew by 788,650 records,
  • In 2016, by 1,068,295,
  • In 2017, 1,388,796,
  • In 2018, it grew by 1,585,851,
  • In 2019, by 2,006,672, and
  • In 2020 (so far), it’s grown by 2,293,631! 

And just last week ORCID hit another major milestone: 10 million registered ORCID iDs! 

Insights that show impact

As happy as we are about this milestone, we’re even more excited to see what answers we can unlock from the growing ORCID record, and how we can use the insights we gain to help researchers even more. How many of those 10 million ORCID iDs are actively being updated, and how many of those ORCID records are being updated by members? Which ones have some kind of work associated with them or an affiliation or funding? How many have taken advantage of the Peer Review feature? 

We already know researchers don’t want to spend time managing their profiles in multiple systems and duplicating the same data about what they’ve contributed to science or the humanities—they would rather be spending that time on research!

Earlier this year, we launched a data platform to give us better insight into these questions and to guide us in our decision-making. The more we understand how researchers are using their iDs, the better positioned we are to make effective decisions around product and service development, user design, or even training content.

Though we are going to be offering these interactive graphs on our new website in 2021, we wanted to share a few of them with you to give you an idea of some of the things we are already learning. 

Letting researchers do research

We’ve spent the first eight years of ORCID reaching 10 million iDs and are just beginning to explore and understand how researchers are using their records. Whatever we do next, our community can rest assured that the mission of ORCID will remain: keeping the researcher at the center of everything we do to enable transparent and trustworthy connections between researchers, their contributions, and their affiliations by providing a unique, persistent identifier for individuals to use as they engage in research, scholarship, and innovation activities.

The most important thing we’ve learned so far is having an open, non-profit, transparently-governed, community-driven effort is the only way to garner enough trust to reach the level of success we have, and we are immensely grateful to our community of researchers, members, and consortia for taking this journey with us. 

Related posts

 

Blog

Complete your ORCID Record with your HAL Deposits

Mon, 02 Nov 2020 - 20:30 UTC
A Key Component of Your Digital Identity

(en français)

What if you could complete your ORCID record with your publications deposited in HAL? This is now possible, even if you do not (yet) have a HAL account. HAL is now referenced by ORCID as a database that researchers can use to import their works.

ORCID provides a persistent digital identifier to uniquely identify scientific and other academic authors. The associated record page, properly completed, is a key component of your digital identity.

How to complete your record with HAL?  It's very simple: From your ORCID record, after logging in, you simply select HAL in the list of databases listed in the Search & Link Wizard, which you can access from the +Add works link in the Works section of your record.


Select +Add Works, then select Search & link


Select HAL from the list

The system will then ask you if you allow HAL to update your data in ORCID. Afterwards, everything takes place on HAL. You get a list of publications corresponding to the author name of the ORCID record. You then simply click on the ADD TO ORCID button for each publication you wish to add to your record. The status of the button will change to ALREADY PRESENT IN ORCID.

The feature is also available in the HAL menu: My space/Send documents to ORCID.

More than a tool to help complete your ORCID record, this functionality will improve the referencing of your deposits because the source of the import is clearly displayed in your ORCID record.

You will have to be patient a little longer to import your publications from your ORCID record into HAL. Further developments are necessary to avoid duplicates and to automatically improve the quality of some metadata.

ORCID France: A national policy

The enablement of this feature in HAL is part of the CNRS’ ORCID membership.

ORCID is a non profit organization whose business model is based on free access for researchers and on membership for organizations. This provides them with a set of tools and services based on ORCID data and APIs.  Joining a consortium is a way for  organizations to benefit from preferential membership rates.

The creation of the  "ORCID France" consortium in November 2019 is one of the actions defined in the National Plan for Open Science (July 2018): Be part of a sustainable, European, and international dynamic (axis 3). It currently has 35 members.

In addition to launching a national strategy for the identification of researchers, the consortium also aims to strengthen the representation of French research within ORCID.

The features that HAL has just released benefit the whole community of researchers and is an important step in the implementation of the National Plan for Open Science.

 

* * * 

 

Et si vous complétiez votre dossier ORCID avec vos publications déposées dans HAL ? C’est désormais possible, même si vous n’avez pas (encore) de compte dans HAL.

HAL est en effet maintenant référencé dans le système d’ORCID comme base de données que le chercheur peut utiliser pour importer ses travaux.

Pour rappel, ORCID (Open Researcher and Contributor ID) fournit un identifiant numérique persistant, qui permet d'identifier de manière unique les chercheurs et auteurs de contributions académiques et scientifiques. Le dossier associé, bien complété, est un élément clé de votre identité numérique.

Comment le compléter à partir de HAL ?  C’est très simple : depuis votre dossier ORCID, après vous être connecté, il vous suffit de sélectionner HAL dans la liste des bases de données proposées:

Le système vous demandera ensuite d’autoriser HAL à mettre à jour vos données dans ORCID. Après, tout se passe sur HAL : vous obtenez une liste de dépôts correspondant au nom d’auteur du profil ORCID. Il vous suffit alors de cliquer sur le bouton AJOUTER À ORCID pour chacune des publications que vous souhaitez ajouter à votre dossier. L'état du bouton bascule alors à DÉJÀ PRÉSENT DANS ORCID.

Vous trouverez également la fonctionnalité d’import dans ORCID dans votre espace (Mon espace/Envoyer des documents sur ORCID). En savoir plus: lien page doc

Au-delà de l’aide pour compléter votre dossier ORCID, le référencement de vos dépôts sera amélioré: la source de l’import est clairement mentionnée dans votre dossier ORCID.

Encore un peu de patience toutefois pour alimenter HAL avec les publications de votre dossier ORCID, car des développements supplémentaires sont nécessaires. Il s’agit d’une part d’éviter d’importer des doublons : si la publication a un identifiant DOI, c'est assez simple mais toutes les publications n'en ont pas. Et, d'autre part, il est nécessaire d'étudier l'amélioration de la qualité des données au moment de l'import : en fonction de la façon dont vous avez complété la liste de vos travaux dans ORCID (import depuis une base de données ou saisie manuelle ), celles-ci peuvent en effet être de qualité variable.

Stratégie nationale avec ORCID France

Le déploiement de cette fonctionnalité s’inscrit dans le cadre de l’adhésion du CNRS à ORCID.

Le modèle économique d’ORCID repose sur la gratuité pour les chercheurs, et en parallèle pour les organisations, sur une adhésion qui leur permet de disposer d’une gamme d’outils et de services basés sur les données et les APIs ORCID. Se regrouper en consortium permet aux organisations de bénéficier de tarifs préférentiels et de s’organiser à l’échelle nationale.

La mise en place du consortium « ORCID France » constitue l’une des actions définies dans le  Plan national pour la science ouverte (juillet 2018): s’inscrire dans une dynamique durable, européenne et internationale (axe 3). ORCID France a ainsi été créé en novembre 2019 et comprend actuellement 35 membres.

Au-delà d’une mise en œuvre de la stratégie nationale concernant l’identification des chercheurs, le consortium a aussi pour objectif de renforcer la représentation de la recherche française au sein d’ORCID.

Les fonctionnalités que HAL vient de déployer bénéficient à l’ensemble de la communauté des chercheurs et constituent une étape importante de la mise en œuvre du Plan national pour la science ouverte.

Blog

The Japan Link Center Introduces New ORCID Functionality

Wed, 28 Oct 2020 - 18:26 UTC

Japan Link Center (JaLc) has been the Registration Agency (RA) in Japan since 2012. Since 2017, JaLc has been primarily focused on encouraging community development. To achieve this goal, they have facilitated easing metadata usage and enhanced the metadata search, including working with other ID services—such as ORCID—for research activities. Users can add employment information from JaLC to the ORCID record with only three steps! JaLC also updates ORCID work records. 


 

 ORCIDブログhttps://orcid.org/blog 掲載記事(案)

ジャパンリンクセンター(JaLC)では、今年度よりORCIDと連携した新機能をリリースいたしました。

【ジャパンリンクセンター】

 JaLCは、日本では唯一のDOI(Digital Object Identifier)登録機関です。学術論文や書籍など、日本の様々なコンテンツを対象にDOIを付与しています。科学技術振興機構(JST)、国立研究開発法人 物質・材料研究機構 (NIMS)、 大学共同利用機関法人 情報・システム研究機構国立情報学研究所 (NII)、 国立国会図書館 (NDL)の4機関が共同で運営しています。現在、約50機関が正会員として、また正会員の下に約2000の機関が準会員として所属しています。

【ORCIDとの連携】

 JaLCはDOI登録・管理業務に加えてDOI登録対象コンテンツのメタデータ管理や提供、外部機関との連携などを行うことで、国内のコンテンツ利活用を促すと共に、世界から日本の研究成果 へのアクセス環境の向上に努めております。その一環として、ORCIDと連携し、JaLC DOIを登録した論文情報等を、研究者の業績情報としてORCIDに登録する新機能をリリースしました。利用者は、登録手段に応じて「自動連携機能」と「業績登録機能」の二つを使い分けることが出来ます。これらの機能を利用することで、研究者がORCIDにおいて自身の業績を管理する際の負担を軽減することができます。また、JaLCコンテンツとして保証された、信頼性の高い業績情報をORCIDに登録することが出来ます。

【自動連携機能 (Auto-Update)】

自動連携機能は、あらかじめ設定しておくことで、JaLC DOIが付与されたコンテンツを研究者の業績情報としてORCIDに自動的に登録できる機能です。ただし、この機能を利用するには、対象コンテンツの書誌情報に著作者のORCID IDが含まれている必要があります。

【業績登録機能 (Search&Link)】

 JaLCコンテンツ検索画面(https://japanlinkcenter.org/app/pub/search)から検索されたコンテンツを、研究者のORCID業績情報として手動で登録できる機能です。ORCID IDが登録されていないコンテンツについても登録することができます。

機能の詳細や利用方法については、下記リリースノートをご参照ください。

 https://japanlinkcenter.org/top/doc/ReleaseNotes_20200527.pdf

【現状と課題】

 このように、ORCIDとの連携によって、JaLCコンテンツをとても簡単にORCID業績情報に登録・管理できるようになりました。

 サービス開始以来、7月末時点で「業績登録機能」の利用回数は約3,000件、ORCIDマイページからのログイン数は約8,000件にのぼり、すでに多くのORCID会員の方々にご利用いただいています。一方で、「自動連携機能」の利用者は少数に留まっています。

「自動連携機能」を活用するには、JaLCコンテンツの書誌情報に研究者ご自身のORCID IDが含まれている必要があります。今後は、JaLC会員へのご案内等を通じてJaLCコンテンツへのORCID ID登録を促すことで、ORCID会員の皆様が連携機能をよりご活用しやすくなるよう尽力いたします。

 

Blog

Celebrating Open Access Week: Institutional uses of the ORCID Public Data File

Thu, 22 Oct 2020 - 18:56 UTC

This blog post was co-authored by Paloma Marín Arraiza and Gabriela Mejias.

Last Friday, ORCID turned eight, and we are about to reach another important milestone: 10 million ORCID iDs! As we do every year, we are celebrating our anniversary and Open Access Week by releasing our Public Data File.

The 2020 Public Data File contains a snapshot of all public record data in the ORCID Registry, is published under a CC0 waiver, and is free for everyone to use. Openness is one of our foundational values, and as part of our commitment to remove barriers to access, we release the file to ensure that all stakeholders have broad access to a vital part of the scholarly communication infrastructure. At the time of writing, the 2019 Public Data File was downloaded more than 35,000 times. 

The file has been used in different projects as a data source for the analysis of relationships and individual trajectories within the research community, scientific migrations, collaboration networks, and the adoption of ORCID across disciplines and locations.

How is the community using the file?

We would like to present three examples of Public Data File uses to help enrich scholarly metadata/records and visualize connections.

dblp - Computer Science Bibliography

dblp provides open bibliographic information on major computer science journals and proceedings. In 2017, they started displaying ORCID iDs in bibliographies and individual publications. The metadata enrichment is done by harvesting data directly from publishers and combining it with the data obtained from the public data file. Currently, 12% of their entries have an ORCID iD. The coverage goes up to 18% for 2020 publications. For the journal IEEE Control Systems Letters, it reaches 75%. It is also important to highlight here the outreach work carried out by the German ORCID consortium to promote the use of ORCID in this bibliography.

Digital Humanities Lab - Leibniz Institute for European History

To visualize the connections between authors of the DHd 2020 (i.e., the conference of digital humanities in the German-speaking space), the Digital Humanities Lab used the names of the authors extracted from the Book of Abstracts, the ORCID Reconcile tool of OpenRefine, and the affiliations of the ORCID iDs according to the Public Data File. After data processing and cleaning (the full description is available in German on this blog), they reached the following person-affiliate network:

Graph representation of the person-affiliation-network based on the Book of Abstracts 2020 and ORCID iDs. 204 nodes (person: 110, red / institution: 94, blue) and 183 edges ("affiliated with").
Source: https://github.com/ieg-dhr/orcidgraph/blob/master/Orcidgraph.png and https://dhlab.hypotheses.org/1467.  

The source code of the script can be found in GitHub.

OpenAIRE

The OpenAIRE Research Graph is one of the largest open scholarly record collections worldwide, key in fostering Open Science and establishing its practices. Conceived as a public and transparent good, populated out of data sources trusted by scientists, the Graph aims at bringing discovery, monitoring, and assessment of science back in the hands of the scientific community.

For the past ten years, OpenAIRE has been working to assemble the OpenAIRE Research Graph collection of metadata and links between scientific products such as articles, datasets, software, and other research products; entities like organizations, funders, funding streams, projects, communities, and data sources. As of today, this massive collection aggregates around 450Mi metadata records with links collecting from 10,000+ data sources trusted by scientists. After cleaning, fine-grained classification processes, deduplication, and enrichment via full-text mining (~13Mi full-texts), today the Graph counts ~110Mi publications, ~14Mi datasets, ~200K software research products, 8Mi other products linked together with ~1Bi semantic relations. 

ORCID data is used by OpenAIRE to enrich the research product records of the graph. OpenAire is using our public data file and lambda file—generated daily, this file contains a list of all ORCID iDs and their last date of modification.  It then uses our Member API to call records that have been modified to import new and updated metadata from those records. 

This integration consists of: (i) adding ORCID iDs to Crossref records that are part of the graph, (ii) importing metadata records from ORCID that do not have a DOI, (iii) propagating iDs from products to products when semantic relationships between products justify the action (e.g. if article metadata record with an ORCID iD is linked to a dataset metadata record via a DataCite semantic relationship “supplementedBy/isSupplementTo”). OpenAIRE is capable of brokering to all data sources contributing metadata to the graph (e.g., repositories, publishers, data repositories) the ORCID iDs associated with the related records. 

Openaire has been an ORCID institutional member since early 2020 and is planning to establish a bi-directional data exchange by completing an ORCID Search & Link wizard (currently in development).

Interested in using the Public Data File?

If you are interested in using the file, you can download it from the ORCID repository. This year’s file is available in XML format and is further divided into separate files for easier management. One file contains the full record summary for each record. The rest of the data is divided into 11 files which contain the activities for each record including full work data. If you prefer JSON, you can use our ORCID Conversion Library available in our Github repository. The converter is a Java application and enables the generation of JSON from XML in the default version ORCID message schema format (v2.0 and v2.1). 

We release the public data file under a CC0 1.0 Public Domain Dedication, and use of the public data is in accordance with our Privacy Policy. We have also created recommended community norms to use the file.

If you are already using the file, or are planning to and have questions, please let us know about your use case. We’d love to hear from you!

Blog

Congratulations to SENACYT - ORCID's First Integration in Panama!

Wed, 21 Oct 2020 - 20:01 UTC

We are delighted to announce Panama's first ORCID integration! Recently Ana Cardoso, ORCID's Engagement Lead for Latin America and the US, sat down with Robinson Zapata Pino from SENACYT (La Secretaría Nacional de Ciencia, Tecnología e Innovación - National Secretariat of Science, Technology and Innovation) to discuss their history with ORCID, what their plans are now they have integrated, and how their new integration will increase visibility of Panamanian research nationally and internationally.

(versión en español)

Robinson Zapata Pino

 

 

 

1) Can you tell us your name and tell us about SENACYT and your role in SENACYT?

SENACYT Website

My name is Robinson Zapata Pino, and I am currently head of the Department of Scientific and Technological Information at SENACYT, known more as the Platform for Access to Scientific Bibliography or simply the ABC Platform.

I have been collaborating with SENACYT for a little over four years in different projects that seek to strengthen the scientific ecosystem through initiatives such as consortium acquisitions of bibliographic resources, repository systems, support in the consolidation of national scientific journals, bibliometric analysis, and open science policies and actions, among others.

2) Approximately when did SENACYT become involved with ORCID? What were the main reasons you thought about being members?

SENACYT has been interested in working with ORCID for more than two years through different SENACYT programs or offices, especially the ABC Platform, the R&D Directorate, and the National Research System (SNI).

ABC Platform

However, due to the ABC Platform, international collaboration, and thanks to Andrea Mora from the National University of Costa Rica, we established closer relationships with the ORCID team, which led us to learn more about ORCID projects, which ended up cementing our initial interest in working closer with ORCID.

Some of the reasons we highlight for being ORCID members include:

  • Enabling us to optimize a strategy to promote and establish a unique international identifier for Panamanian or foreign researchers based in Panama.
  • Providing interoperability of various platforms that seek to increase the national and international visibility of scientists, technologists, and innovators, such as repositories, researchers profiles, directories, and national scientific journals, among others.
  • Allowing us to automate processes as well as normalize and extract data so we can integrate them into the Knowledge Management system that SENACYT advances through the Platform for Access to Scientific Bibliography (ABC Platform).
  • Promoting different areas of our national science ecosystem and collaborating with other countries through various projects or initiatives derived from the SENACYT-ORCID relationship.

3) What were your top priorities once you joined the ORCID community? What did you want to accomplish first, and why?

The first thing we wanted to achieve was an effective and efficient ORCID adoption as a national identifier by the system. At the same time, we are working to implement the member API, which will make it easier for us to import and export data to the profiles of information systems, such as the National Knowledge Management System.

Once we consider that we have passed the stage of adoption and strengthening of data, we will initiate several projects that allow us to characterize the state of science in Panama.

4) What kind of outreach, communication, and training will you be doing for the users of your organization before, during, and after launching ORCID?

Together with the R&D Directorate and the SNI, from the ABC Platform we have been promoting ORCID in different activities for more than two years, which has led many people to register and/or populate their profile. These activities were done to talk about ORCID and its advantages, and—on some occasions—do workshops for the creation of profiles.

Once the official launch is made, the objective is to deploy a coordinated strategy for the promotion and adoption of ORCID through periodic publications in SENACYT's internal and external digital communication channels (e.g., social networks, press releases, capsules, data , email campaigns, among others), formal meetings with institutional authorities, events, interviews, workshops, seminars, and more.

5) What impact will your integration with ORCID have internally?

Particularly for the SENACYT team, it has been a remarkable moment; this partnership will increase Panama's international visibility and will enable a set of new projects.

On the other hand, the scientific-technological community has for some time expressed the value and need to integrate and adopt the use of ORCID, therefore, thanks to the previous efforts of SENACYT and researchers, we hope that the reception process will be more dynamic.

6) We are very excited that SENACYT is the first member in Panama to integrate with ORCID. What would you say to the other organizations, both in Panama and in the rest of Central America about your experience being an ORCID member?

As always stated, two of the pillars of science are collaboration and visibility; without these, it is not possible to carry out comprehensive, meaningful, and relevant science for our countries, region, and the world. Therefore, the link with ORCID is key to increasing these two factors and continuing to advance in science.

ORCID is a mechanism that allows us to work together as a region and to consolidate it as a creator of knowledge that allows us to attend to the particularities of our countries.

7) What do you think would be valuable for other members to know about integrating with ORCID? What is your best advice to other organizations about your experience integrating with ORCID?

If we speak from the organizational point of view, for our institution or any other, ORCID constitutes a bridge to bring research and, in general, the entire ecosystem of science, technology, and innovation closer to other global strategies articulated by research centers, funders, and universities, among others.

At a technical level, the ORCID integration represents an instrument aimed at enhancing the environment of academic and research information systems aimed at disseminating, evaluating, and preserving the knowledge generated in an institution or country.

The best advice I can give other organizations about our experience when integrating with ORCID is to have a shared vision regarding where the science of their organization and/or country should and can grow, where political, communication, and technical components should be considered to take advantage of the strengths of ORCID.

8) What are the three words that summarize ORCID for you?

Uniformity, disambiguation, and collaboration.

9) What are your plans with ORCID going forward?

While the plan is simple, the tasks involve a set of coordinated actions in which ORCID plays a central role. The first thing is to achieve a timely adoption of ORCID by the scientific and academic community. Second and in parallel, to integrate ORCID into current and future projects carried out by SENACYT and the various national science organizations, such as scientific-academic journals, repositories, directories, etc. Third, to generate projects and developments around ORCID that allow us to achieve timely interoperability with the aim of extracting data for decision making. With this, we seek to support the constitution of strategies and activities that promote the advancement of the local and international scope in terms of science, technology, and innovation.

10) Finally, what should everyone know about SENACYT?

At SENACYT, we are making efforts to consolidate scientific-technological work nationally and internationally in our country. These actions, just to name a few, involve issues related to Open Science, Scientific Diplomacy, bringing science closer to society, financing for collaborative, inter-institutional, and missionary research and innovation, training and consolidation of specialized human talent, and projects with gender approach, among others.

We invite all those interested in collaborating with SENACYT and with the scientific, technological and innovative ecosystem of the Republic of Panama. You can learn more about SENACYT here.


¡Felicitaciones a SENACYT - Primera Integración de ORCID en Panamá!

1) ¿Nos puedes indicar tu nombre y contar un poco acerca de SENACYT y tu rol en SENACYT?

Mi nombre es Robinson Zapata Pino y actualmente soy jefe del Departamento de Información Científica y Tecnológica de la SENACYT, conocido más como la Plataforma de Acceso a Bibliografía Científica o simplemente Plataforma ABC

Tengo un poco más de 4 años de estar colaborando con la SENACYT en distintos proyectos que buscan fortalecer el ecosistema científico  a través de iniciativas, tales como las adquisiciones consorciadas de recursos bibliográficos, sistemas de repositorios, apoyo en la consolidación de las revistas científicas nacionales, análisis bibliométricos, políticas y acciones de ciencia abierta, entre otros.

2) ¿Aproximadamente cuándo se empezó a involucrar SENACYT con ORCID? ¿Cuáles fueron las razones principales por las que pensaron en ser miembros?  

El interés de la SENACYT para trabajar con ORCID ha estado presente desde hace más de dos años a través de distintos programas o dependencias de la SENACYT, especialmente de la Plataforma ABC, la Dirección de I+D y del Sistema Nacional de Investigación (SNI)

No obstante, debido al incremento de la colaboración internacional en la que se ha volcado la Plataforma ABC y gracias a Andrea Mora, de la Universidad Nacional de Costa Rica, establecimos relaciones más estrechas con el equipo de ORCID, lo que nos llevó a conocer de pormenorizadamente todos los proyectos de ORCID, lo cual terminó de consolidar nuestro interés inicial y formar lazos cercanos con ORCID.

Entre las razones que destacamos al ser miembros de ORCID podemos mencionar: 

  • Nos posibilitará optimizar una estrategia para promocionar y establecer un identificador persistente internacional para los investigadores panameños o extranjeros radicados en Panamá. 
  • Interoperabilizar diversas plataformas que buscan aumentar la visibilidad nacional e internacional de los científicos, tecnólogos e innovadores, tales como repositorios, perfiles de investigadores, directorios, revistas científicas nacionales, entre otros. 
  • También, nos permitirá automatizar procesos, normalizar y extraer datos, de tal manera que podamos integrarlos al sistema de Gestión del Conocimiento que adelanta la SENACYT a través de la Plataforma de Acceso a Bibliografía Científica (Plataforma ABC).
  • Potenciar distintos ámbitos de nuestro ecosistema nacional de ciencia y colaborar con otros países, a través de diversos proyectos o iniciativas que se deriven de la relación SENACYT-ORCID.

3) ¿Cuáles fueron sus principales prioridades una vez que se unieron a la comunidad ORCID, qué querían lograr primero y por qué?

Lo primero es lograr una adopción eficaz y eficiente de ORCID como identificador nacional por parte del sistema. Paralelamente nos encontramos trabajando para implementar el API de miembro, lo cual nos facilitará importar y exportar datos a los perfiles de los sistemas de información, tal como el Sistema Nacional de Gestión del Conocimiento.

Una vez consideremos que hayamos pasado la etapa de adopción y fortalecimiento de los datos, iniciaremos varios proyectos que nos permitan caracterizar el estado de la ciencia en Panamá.

4) ¿Qué tipo de divulgación, comunicación y entrenamiento se hará/hizo para los usuarios de su organización antes, durante y después de lanzar ORCID?

Conjuntamente con la Dirección de I+D y el SNI , desde la Plataforma ABC llevamos más de dos años promocionando ORCID en distintas actividades, lo cual ha llevado a muchas personas a registrarse y/o poblar su perfil. Estas actividades iban orientadas a dar a conocer ORCID, sus ventajas y, en algunas ocasiones, talleres para la creación de perfiles.

Una vez se realice el lanzamiento oficial, el objetivo es desplegar una estrategia coordinada para la promoción y adopción de ORCID, a través de publicaciones periódicas en canales digitales de comunicación internos y externos de la SENACYT (redes sociales, notas de prensa, cápsulas, datos, campañas de correos electrónicos, entre otros), reuniones formales con autoridades institucionales, eventos, entrevistas y talleres, seminarios, otros.

5) ¿Qué impacto tendrá su integración con ORCID internamente?

Particularmente para el equipo de la SENACYT ha sido un momento notable, toda vez que esta relación brindará a Panamá mayor visibilidad internacional y traerá un conjunto de nuevos proyectos.

Por otro lado, la comunidad científica-tecnológica desde hace un tiempo manifestaba el valor y la necesidad de integrar y adoptar el uso de ORCID, por lo cual, gracias a los esfuerzos previos de la SENACYT e investigadores, esperamos que el proceso de acogimiento sea más dinámico.

6) Estamos muy entusiasmados en ORCID de que SENACYT sea el primer miembro en Panamá en integrarse con ORCID. ¿Qué le dirías a las demás organizaciones tanto en Panamá como en el resto de Centroamérica de tu experiencia al ser miembro de ORCID?

Como siempre manifiesto, dos de los pilares de la ciencia son la colaboración y la visibilidad, sin estos, no es posible realizar ciencia integral, significativa y pertinente para nuestros países, región y el mundo. Por lo que, la vinculación con ORCID es clave para aumentar estos dos factores y continuar con el avance de la ciencia.

ORCID es un mecanismo que nos permite trabajar en bloque como una región y lograr consolidarla como una creadora de conocimiento que nos permita atender las particularidades de nuestros países.

7) ¿Qué crees que sería valioso para otros miembros saber sobre integrarse con ORCID? ¿Cuál es su mejor consejo para otras organizaciones sobre su experiencia al integrarse con ORCID?

Si hablamos desde el punto de vista organizacional, para nuestra institución o cualquier otra, ORCID constituye un puente para acercar las investigaciones y, en general, a todo el ecosistema de ciencia, tecnología e innovación a otras estrategias globales articuladas por centros de investigación, organismos financiadores, universidades, entre otros.

A nivel técnico, la integración de ORCID representa un instrumento dirigido a potenciar el entorno de sistemas de información académicos y de investigación orientados a divulgar, evaluar y preservar el conocimiento generado en una institución o país.

El mejor consejo que puedo brindar a las organizaciones sobre su experiencia al integrarse con ORCID, es poseer una visión consensuada respecto hacia dónde debe y puede crecer la ciencia de su organización y/o país, en donde se deben considerar componentes políticos, comunicacionales y técnicos para sacar provecho a las virtudes de ORCID.

8) ¿Cuáles serían las tres palabras que resumen ORCID para tí?

Uniformidad, desambiguación y colaboración.

9) ¿Cuáles son sus planes con ORCID en el futuro? 

Si bien el plan es sencillo, las tareas involucran un conjunto de acciones coordinadas en la que ORCID juegan un papel central. Lo primero es lograr una oportuna adopción de ORCID por parte de la comunidad científica y académica. Segundo y paralelamente, ir integrando ORCID en los proyectos actuales y futuros que realiza la SENACYT y las diversas organizaciones nacionales de ciencia, tales como las revistas científicas-académicas, repositorios, directorios, etc. Tercero, generar proyectos y desarrollos en torno a ORCID que nos permitan lograr interoperabilizaciones oportunas con el objetivo de extraer datos para la toma de decisiones. Con esto buscamos apoyar la constitución de estrategias y actividades que fomenten el avance del ámbito local e internacional en términos de ciencia, tecnología e innovación.

10) Por último, ¿qué es lo que todos deberían saber sobre SENACYT?

Desde la SENACYT nos encontramos realizando esfuerzos para consolidar nacional e internacionalmente el quehacer científico-tecnológico de nuestro país. Estás acciones, y solo por nombrar a algunas, involucran temas relacionados a Ciencia Abierta, Diplomacia Científica, acercamiento de la ciencia a la sociedad, financiamiento a la investigación e innovación colaborativa, interinstitucional y misional, formación y consolidación de talento humano especializado, proyectos con enfoque de género, entre otros.

Invitamos a todos los que tengan interés de colaborar con la SENACYT y con el ecosistema científico, tecnológico e innovador de la República de Panamá. Pueden conocer más sobre la SENACYT en.

 

Blog

A Warm Welcome for ORCID’s New Executive Director, Chris Shillum

Fri, 16 Oct 2020 - 19:36 UTC
An integral part of ORCID’s history

Julie Petro: Hi Chris! Welcome to ORCID. Though technically you already have quite a long history with us...

Chris Shillum: That’s right! I was in meetings about ORCID before ORCID existed. So yes, my association with ORCID dates back to the very beginning. ORCID originally spun out from an idea that was discussed at CrossRef. But they realized they needed a different group of stakeholders to move forward, so there were a group of us that got together at a meeting in London. We cooked up the idea of ORCID, and it went from there.

JP: So you were part of the group that actually founded ORCID?

CS: Effectively, yes. One of many—Howard Ratner, then at Nature Publishing and Dave Kochalko at Thomson Reuters were key instigators, and Crossref kindly loaned most of Geoff Bilder’s (Crossref’s Director of Technology and Research) time to start building the system.

JP: What interested you about the ORCID Executive Director position specifically?

CS: I think it was just one of the jobs that when it came up, I couldn’t not apply. I’ve been fortunate in my career to direct various aspects of platform infrastructure for Elsevier, where I spent much of my career. I’ve also spent lots of time working in collaborative environments with other stakeholders to make these shared pieces of infrastructure happen. Not only do I really enjoy that, but I think it is an important and meaningful contribution to the world of scholarly communication. 

I’ve also developed a fondness over the years for non-profit infrastructure initiatives, and I’m excited about the chance to move from working in a very large organization to working with a smaller, more entrepreneurial and mission-driven team with more flexibility to try out things a little more easily, and hopefully, to make an impact. For most of this year, I’ve been on a team of one, working for myself as an independent consultant, and have really appreciated the kind of flexibility that provided. But I also missed working with a team, so joining ORCID and working with a small but very dedicated and talented team where we can make decisions and solve problems together is certainly going to be different and a challenge I’ll enjoy.

ORCID at a turning point

JP: How do you see ORCID evolving under your leadership?

CS: I think in some ways the organization is at a turning point. It’s on a more stable financial footing since meeting break-even last year, although we have to be very wary of that and keep an eye on it with the COVID situation to see how that’s going to impact our financial position. I think we’ve also reached a critical mass in terms of size at 35 people which means it’s not quite the small start-up that it was. Not everyone can be in all the meetings anymore, or be consulted on all the decisions. 

For any company that focuses on knowledge or information work to succeed, everybody in the organization has to be empowered to make good decisions. We want everyone to be autonomous and apply their own skills, experiences, and techniques while working together as a team toward a common set of goals. So I think adding a little bit more structure in terms of prioritization and measurement is really going to help everyone be successful as we grow. We want just enough process so people feel that it helps them and works for them, but not so much it becomes cumbersome or hampers creativity and productivity.  

JP: What do you think you’ll focus on first?

CS: I think I’ll mostly be listening for awhile! Coming from being a Board member who got involved for two or three days, two or three times a year, it will be very different to be living and working with the organization on a day-to-day basis. So I think the most important thing for me is to listen both to the team so I can understand what the challenges and the opportunities are but to also listen to the members and researchers so I can understand what they think is working, what’s not working, and what can be improved. I’d love to know more, so I think that’s going to be my initial focus for the first few months. 

I have a great opportunity to meet the team with our virtual offsite coinciding with my first day, but I definitely want to establish a program of talking to as many members as possible, as many consortia as possible to understand what they think they’re getting out of ORCID, what they think they could get, what they’d like to see us focus on and prioritize.

JP: Do you have any one-year, or five-year plan highlights you’d like to share?

CS: [laughs] We need to figure that out together as a team, don’t we? Generally, we want to reach the point where we’re hearing from researchers, “I can’t do without ORCID. It helps me in so many different ways. It’s an essential part of my life, and it’s something I love to use.” 

Right now I think we’re at the point where people understand the potential of ORCID. They understand what it could do for them. The members understand what it could do for them, but I’m not sure we’ve made that value as clear as we can make it. 

So in addition to continuing our emphasis on trust, transparency, community-driven approach, and researcher-centricity, I want to start looking at how we communicate the value we deliver to all of our stakeholder groups so that their investment in ORCID—whether it’s their investment of time when a researcher creates or updates their record, or it’s an investment of money when an organization supports ORCID as a member—really pays off in terms of helping them achieve their objectives either as an individual or as an organization. I think there’s huge potential for that, and we have the right pieces in place. We just have to figure out what the priorities are and get it done.

JP: I’d agree we have the right pieces in place; this year we’ve spent a lot of time discussing what our next steps could be to help researchers maximize the value of their ORCID records.  

CS: That’s absolutely the heart of what I’d like to focus on here; to really crystallize ORCID’s value from the researcher’s point of view. It’s understanding the way researchers and end users interact with ORCID and making those pathways easier. It’s a challenge to balance researcher control and privacy with ease of use. I think at the moment we ask a lot of researchers in terms of the effort they have to go through to manage and maintain their ORCIDs, and we should just make that easier. But we have to do that without compromising privacy and the ability for researchers to completely control their record. It’s a challenge for product management, but I think the team is up to it if we focus on it in the right way.

Strength in collaborations 

JP: How do you see open scholarly infrastructure developing in the next few years?

CS: There are a number of fairly well-established open scholarly infrastructure organizations such as Crossref, ORCID, and DataCite, and we definitely need to look at how we can work more effectively together to deliver what I might call joined-up capabilities and joined-up experiences to our mutual users and members. So I think that’s one thing I’d like to see developed. But there are also lots of gaps.

We know that there’s huge interest in enabling scholars to represent their work in ways that are challenging because there still aren’t identifiers for every kind of research output, and there aren’t good taxonomies of every kind of contribution that research has made. I don’t necessarily think it’s ORCID’s role to take all of that on, but we can work with our fellow scholarly infrastructure initiatives to lay the path for other groups to come along and benefit from our collective experience. 

JP: You mentioned it’s not in ORCID’s remit to take on all the different sorts of identifiers, so how do you see ORCID relating to these other industry groups and stakeholders? 

CS: A lot of this comes down to the stakeholders we bring to the table. So where we can contribute is that we have strong relationships with research organizations, with funding bodies, that some of the other organizations don’t necessarily have, so in some ways I see us as a convener of our community in those broader discussions. 

Similarly, although we have publisher stakeholders, there are other organizations that have stronger foundations with the publishers. I think part of the reason we’ve ended up with several different scholarly infrastructure organizations is they have different stakeholder groups, and I think that makes sense from a governance point of view, but then figuring out how to come together and bring the views of our stakeholders into broader discussions is also a way we can add value, representing what we know about what our members want more broadly beyond what we directly deliver to them. 

The first wave of change in scholarly communications

JP: Can you talk a little bit about your career history?

CS: By the time we started working on ORCID, I’d been working at Elsevier for about 15 years. I started my career there as a desk editor; copyediting and proofreading engineering journals. But pretty quickly I was asked to join some of the early electronic publishing programs. When I first joined, everything was still done on paper. On my first day, I was issued my copy editing tools—a red pen, a green pen, and a pencil! But pretty soon, within about two years, they were looking at putting content online, and I was lucky enough to be asked to join what became the ScienceDirect project. So I spent the first part of my career as the first product manager on ScienceDirect, where I had to get all of the content online. I stayed in that world for quite a long time, initially focused mostly on content management systems, and then later moved into other areas such as search and APIs and access management. 

My original focus on and interest in content management led me to get involved in CrossRef as part of the technical working group. Later, I was asked to join the Board. Because of a combination of both of those things—the content management work and working with CrossRef—I became the go-to person in Elsevier for persistent identifiers. It was a natural extension then for me to start to get engaged in ORCID as well when that discussion got off the ground.

JP: You were the go-to person for persistent identifiers at Elsevier, was that a new concept for Elsevier at that time?

CS: Yes. I think what I would call some of the traditional identifiers, such as ISBN and ISSN, have been used in publishing for many years. But the concept of more granular identifiers for units of things, like DOIs for articles, surfaced early on in the move to online publishing. 

The initial problem that everyone was trying to solve was how to make their references link up with each other, given that the fundamental nature of scholarly communications and of journal articles is that they cite each other. Users naturally expected that when the content went online, they should be able to follow those links and see the articles at the other end. 

At first, publishers were trying to make bilateral linking arrangements with each other, but pretty soon, everybody realized that this wasn’t going to scale. We also knew that journals had a habit of moving around between publishers over time, so the idea was generated for a centralized database of all of the articles which would have both the ability to resolve those reference citations, so it needed to have the metadata, and the ability then to link to the resulting content using something that always worked—or always worked as much as it was practical to guarantee it. So this idea of the persistent identifier that could then be redirected to the current location of the article on any publisher’s website was born, and that became the DOI system.

JP: What kind of perspectives do you think you’ve gained from your experience working in a very large organization like Elsevier?

CS: Large environments like that are a tremendous training ground; you have exposure to a lot of different people, ideas, techniques. Some of the things I really valued at Elsevier were getting training in the latest product management practices and having exposure to some really first class technologists who are always challenging and thinking about the best ways to apply the latest practices. 

I was fortunate enough to be involved in many innovative initiatives at Elsevier, such as running an early big data project, and being part of moving systems to cloud-based infrastructure, so I feel I have a lot of tools in my tool bag from my years of experience there that I can introduce to ORCID that will enable us to work better and smarter by applying some of these techniques. I think it’s quite hard when you’re at a small organization to take the time to figure out what’s going on in the broader world and introduce some of those new ideas.

Community-led from the beginning

JP: What was it that made you decide you wanted to serve on the ORCID Board in the beginning? 

CS: I was actually in ORCID’s early leadership group before ORCID was incorporated as an entity and before an official Board was appointed. After that initial meeting in London where we got together and thought about having a similar system to CrossRef but for researchers, we realized we needed a group of people that would collaborate and figure out how to make that happen, so we effectively self-selected ourselves to bootstrap the effort. 

Of course, persistent identifiers were always something I was interested in given my experience with CrossRef, and I was actually also on the board of the International DOI Foundation at some point. But also, by nature and training I am an engineer at heart. I am always frustrated when systems don’t work together properly as they should. A theme that runs throughout my career is trying to solve problems that can only be solved collaboratively in order to make things better for users. So ORCID was something that both because of the subject matter (persistent identifiers) and my interest in collaborative efforts to start to build what we now call scholarly infrastructure, it was something I was happy to get involved in.

JP: So ORCID was collaborative and community-led right from the beginning.

CS: Exactly. There’s a class of problems in scholarly communication that can only be solved collaboratively and openly. Prior to ORCID there were already a number of other systems that attempted to assign identifiers to researchers. For example there was Researcher ID from what was at the time Thompson-Reuters (that later became Clarivate), Scopus assigned Author IDs. But pretty soon people realized that for a person-identifier system to be useful, it has to have  close to universal buy-in. 

The only way to garner enough trust to get this level of participation was to have an open, non-profit, transparently-governed, community-driven effort. Some of the people who had tried proprietary solutions realized they weren’t going to get enough buy-in with that model, and in fact, Thomson Reuters kindly donated their Researcher ID code which went on to form the foundation of the initial ORCID system.

JP: Can you talk a little more about the types of problems in scholarly communications that can only be solved collaboratively? 

CS: I think they’re almost like natural monopolies where for them to be of maximum use, you only really want one of them. Identifier systems are an example; to some extent, standards are another example. Because it’s most useful if everybody agrees to the same thing. And the only way to really achieve that is through developing a solution that everyone feels comfortable with and understands how it works and what it can do for them. This leads to the transparency requirement, where community members feel they understand the decision-making process and have an ability to influence it if they want to, which leads to a community-driven governance model. 

The difference between the DOI system and ORCID—one of the reasons ORCID became separate from CrossRef—is the realization that when you were talking about publications, then a system run and governed by publishers made sense, but when you’re talking about researchers, there are a lot more stakeholders involved. There are researchers themselves, there are research institutions, and pretty clearly the funders have an interest in this as well. So ORCID needed a much broader, multi-stakeholder approach to governance to be successful, which is why it ended up being a separate organization.

A wide range of governing experience

JP: Not only were you involved on the ORCID Board, you’ve served on the Boards of a number of organizations that collaborate closely with ORCID and are involved with a number of other initiatives that relate to the work of scholarly infrastructure. Can you talk a little bit about your experiences with these?

CS:  Right now I’m still on the Board of the National Information Standards Organization (NISO) who very kindly allowed me to continue serving when I left Elsevier. A lot of what I’ve done in the past five or so years reflects what I was doing most recently in my day job at Elsevier—driving initiatives focused on improving access to scholarly information. We already knew pre-COVID with the shift of people working at home and traveling that access was one of the major sources of frustration for researchers when they were not working on campus. 

So I was involved in a set of very early discussions which led to the RA21 recommendations, and then in turn to SeamlessAccess, which is all about applying modern authentication technology to ease the problems researchers face with access to resources that their institutions have provided for them. This has a close tie-in with ORCID and CrossRef because it’s ultimately about getting some of these barriers out of the way so researchers can focus on doing the research without having to struggle with systems that aren’t joined up properly. Most recently, I’ve been working on an initiative called GetFTR which is about improving the user journey between all manner of tools and content discovery systems and authoritative published content. 

I guess some people might say that these problems will diminish with the move to Open Access, but if you look at SeamlessAccess, it’s about improving access to many kinds of resources that researchers need and their institutions have to vouch that they should have access to, like shared research infrastructure and research collaboration tools. We know from researchers themselves that they really appreciate a lot less hassle dealing with usernames and passwords and access control, for all kinds of resources. So that’s really what SeamlessAccess is all about. It’s not done yet, but we’ve made some good progress in starting to solve that problem and make it easier.

Ready for the second wave of change in scholarly communications

JP: In your view, what have been the most exciting developments you’ve seen in scholarly communications throughout your career? 

CS: I think I was very lucky early in my career to see that initial transformation from print to online. I remember when I was in University, if I wanted any literature, it was a question of trudging up the hill to the library. Often, if the material was in the library, folks would be photocopying it. And if it wasn’t in, I was filling in interlibrary loan requests and waiting multiple days. And I think that initial wave of putting all the content online was really transformative. The way researchers access information, the ability to gain access, to access any content from the comfort of your own office, your own desk, your own home. I think it’s made a huge difference and has hopefully been a huge timesaver and has enabled researchers to spend less time trying to gain access to the information they need to do their research and more time getting on to the business of research. 

Now I think we’re in a second wave of transformation. I think the first wave was just changing the way the content is distributed—from physical distribution to online distribution. Now I think we’re seeing a huge diversity of new tools that are out there that will save time in different ways by helping researchers sift through the vast quantity of information that’s coming their way, by generating a lot of fresh insights and knowledge about how research is being done, how researchers are doing, how institutions are doing; directly drawing insights out of the literature. I think it’s still early days, but the ability to unlock the latent knowledge inherent in all connections between the literature which is too difficult for people to analyze is the next exciting wave, and we’re just starting to scratch the surface.  

Celebrating successes and milestones

JP: In a way that almost mirrors ORCID’s trajectory of this first wave of a lot of researchers or contributors getting an ORCID iD. First it was 100,000 ORCID iDs, then five million iDs, and now we’re coming up on 10 million iDs. And we’ve been shifting our focus toward metrics that dig into and describe how userful the ORCID record actually is—how people are using their records, how people are integrating their records with other systems and all that. So it seems like ORCID is on a second wave, too.

CS: Right, and I think we’re only just starting to unlock that value and understand what ORCID can do and how it can help researchers—particularly how it helps them save time. Because I think what researchers want to do is research. They don’t want to spend time searching for literature, and they also don’t want to spend time managing their profiles in multiple systems and duplicating the same data about what they’ve contributed to science or the humanities which is what they have to do today. So I think for researchers, one of the promises is to save a lot of time and hassle, and I hope that’s something we’re going to do together as a team, is really figure out how to unlock that power.

JP: You’ve been with ORCID for its entire existence, and we’ve had quite a journey. What was your most memorable ORCID milestone?

CS: I think there have been a few. I remember being at the initial launch meeting in Berlin where we were going to unveil the system officially—after it had been in development for two years—and I remember that ORCID’s first Technical Director, Laura Paglione, was on the phone during the meeting trying to get the hosting provider to increase the server capacity because she realized the amount of interest we were getting on the fly was more than we could cope with at that time, so that was quite exciting. 

I also remember the one millionth ORCID. I had a bet with Geoff Bilder that it would take much longer than what we thought to get to that. I remember thinking that because we’d taken the approach to ask researchers to manage their own ORCIDs and to essentially be responsible for creating them, it would take us much longer to get to critical mass as we did. I was quite excited to lose that bet!

But I think the most difficult and most satisfying milestone which kind of coincided with when I left the Board was when ORCID finally got to sustainability and financial break-even. The most challenging thing over the past decade has been finding a model that enabled us to provide a vast majority of ORCID services freely and openly, yet with enough support to sustain the organization. It’s so easy to underestimate just how difficult that is in the world of open infrastructure, and it was a great achievement for everyone—for the team, for founding Executive Director Laure Haak, and the Board to eventually get to that point after almost 10 years.

Moving forward with openness, trust, transparency

JP: Which of ORCID’s goals, tenets, values, principles most inspire you?

CS: When I think about the fact that ORCID didn’t exist 10 years ago, what is so impressive to me is that we were able to earn the trust of so many different stakeholders—that there are now over 1,100 members and nearly 10M researchers with ORCID is huge! 

The principles that were established very early on—openness, trust, transparency, putting the researcher at the center of ORCID and taking privacy very seriously—have been critical to building that trust over the years. Without that set of principles and without that trust from our stakeholders, ORCID wouldn’t exist, so it’s incredibly important to me that we maintain our commitment to those principles—especially keeping researchers at the heart of everything we do because without them, we don’t have any reason to be.

JP: Thank you so much for your time, Chris! I’ve enjoyed getting to know your history and your vision for ORCID. Is there anything else you want to share with the community?

CS: Thanks! It’s a huge privilege to get to work at an organization like ORCID, and a huge trust that the community gives us, particularly considering how we manage personal, sensitive data. 

So, I actually have a final ask for the community: Please talk to us. Give us feedback. Reach out to me. We want to hear what we’re doing right, what we’re doing wrong, what we can do better. It’s the most valuable thing we can get is open, honest feedback from the community. So my takeaway message is: Let us know how we’re doing.

Blog

ORCID Outreach in the Middle East and Africa

Fri, 09 Oct 2020 - 19:25 UTC
Best Practice and a Shared Vision

In an effort to spread ORCID best practice use and to support academic systems interoperability in Africa during the last couple of years, we managed to participate in the growth of the open research community and to build relationships with institutions in order to share the ORCID vision on the continent.   

ORCID outreach activities during the last two years focused primarily on workshops in different parts of the region with participation in regional gatherings such as the SPARC Africa Symposium, eResearch (both in Cape Town), and eko-konnect 2020 (Lagos). Our involvement in these workshops demonstrates the support and interest the open research community in the region is showing in regards to persistent identifiers as well as research contribution discoverability when using ORCID iDs. 

ORCIDs on African Research Infrastructure

We are noticing a diverse adoption of ORCID in Africa from African journals working on ORCID integration with Open Journal Systems (PKP), such as the Botswana Journal of Agriculture and Applied Science. We can also see research institutions integrating with a variety of systems (e.g., DSpace, Converis, Elements, Costum, etc.) as per the work done by the TENET South Africa Consortium assisting member universities in developing more than one integration per institution. 

The work continues with the ongoing integration that CBN Nigeria is developing by planning a Bepress integration. 

The SA ORCID Consortium membership has seen a steady increase and currently consists of seventeen members. Members have been taking advantage of vendor-based systems such as Converis, OJS, InfoED, and DSpace, however, there has been an increase in custom build integration for University staff profile websites.

As the consortium lead for the SA ORCID Consortium, TENET has also been involved in a range of ORCID-related activities, from participating in Consortium lead meetings to contributing to ORCID Working Groups. They have also participated in university library conferences which has helped build stronger relationships with the university library community of South Africa, particularly because libraries are commonly the home of ORCID activities in South Africa. 

Realizing that TENET could add extra value to the consortium, they have also joined as a member and are busy investigating the option of a central hub to allow an easier way for universities to collect ORCID iDs, as well as contribute trusted affiliated ORCID information back into the researcher ecosystem.

Funders in the region are adopting ORCID more frequently and showing interest in including ORCID identifiers in their workflow. Examples include ORCID members, African Academy of Science, NRF South Africa, and NACOSTI in Kenya. 

The African Academy of Sciences (AAS) Open Research provides researchers supported by AAS and programs supported through its funding platform, AESA, with a place to rapidly publish any results they think are worth sharing. All articles benefit from immediate publication, transparent refereeing, and the inclusion of all source data. The ORCID integration with the AAS allows researchers to connect their iDs and add works to their records.

Image 1: The African Academy of Science allows their researchers to  connect their iDs and add works to their records.

NRF (South Africa) collects, displays, and imports information from authenticated ORCID iDs to their grant application system.

Image 2: NRF South Africa collecting, displaying, and importing information from ORCID.

At NACOSTI, ORCID is integrated in the RIMS Research Information Management System that was developed by the Kenyan government to expedite permit application process for researchers, at the same time improving the efficiency and transparency of the entire permit application process. NACOSTI is collecting ORCID iDs of users and linking them to the user's permit profile.

Image 3: NACOSTI RIMS Portal

Collaboration in the region

It is undeniable that many of the efforts in place are thanks to our partner members and partner organizations. Partners like KnowledgeE in the United Arab Emirates are including and sharing ORCID best practice use in their publishing workflow and in their activities in general. Also, the work done by AfricArXiv and TCC Africa in promoting the best practice use of ORCID helps us increase regional awareness. (For more details, see the AfricArXiv-ORCID collaboration blog post.).

In West and Central Africa, we participated in different LIBSENSE workshops, starting with the ORCID introductory webinar in March 2019. Then in 2020, we also participated in this year’s LIBSENSE workshop with a session on persistent identifiers

We also joined EIFL and CARLIGH for a webinar describing ORCID benefits for the research and for the librarian.

In an effort to strengthen inter-continental engagement toward our community, we participated in APAN20, held by Asia-Pacific Advanced Network, which is a not-for-profit association of Asia-Pacific national research and education networks (NRENs) incorporated in Hong Kong. Here we described how the South Africa Consortium grew through the years and how TENET made it easier for ORCID members and non-members to adopt the best practice use of ORCID.

Our Israeli consortium, led by the Inter University Computation Center, continues developing their national CRIS infrastructure, and in September, the Open University of Israel joined as a consortium member. We recently hosted a webinar on ORCID integrations in HR systems, showcasing the implementation use cases of our Israeli consortium (led by the Inter University Computation Center). You can read more on the Israeli consortium history and progress on The Israeli Consortium One Year On post.

We are also planning our second webinar for the Arabic speaking community in the region, where we will convey news for and from the community.

We recently partnered with ITOCA to provide communication and outreach to the regional community.

Related Posts

The Israeli ORCID Consortium One Year On

Blog

5th Annual PIDapalooza Call for Proposals Open Now!

Thu, 08 Oct 2020 - 18:02 UTC
The call for proposals will be open until October 30.

While we wish we could be together in person to celebrate the fifth PIDapalooza, there's an upside to moving it online: now everyone can participate in the universe's best PID party! With 24 hours of non-stop PID programming, you'll be able to come to the party no matter where you happen to be.

Now is your chance to share your work in the #PIDapalooza21 spotlight! We are seeking proposals for short, interactive sessions about what you are doing—or want to do—with persistent identifiers and the communities that love and use them. Get the full low-down on #PIDapalooza21 at the PIDapalooza website.

Propose a Session*

#PIDapalooza21 will feature sessions around the broad theme of PIDs and Open Research Infrastructure, focusing on the following areas:

Theme 1. PIDs 101

For PID beginners! You've got just 30 minutes to get attendees up to speed on a PID or PIDs. Make it fast! Make it fact-filled! Make it fun!

Theme 2. PID Communities International 

Have you always wanted to host a Spanish-language PID session, or bring together PID people in the humanities? Tell us how you'd connect with PID peers around the world!

Theme 3. PID Success Stories 

There's nothing better than hearing about what's working in the PID world—and why! Share your success stories so we can all benefit from them...

Theme 4. PID Party! 

It wouldn't be PIDapalooza without the party sessions, so be creative! Help us make this the best PID party ever!

The call for proposals will be open until October 30. Submit your PIDea now!

*Note: The PIDapalooza submission form uses Google. If you are unable to access Google Forms, email your session idea to info@pidapalooza.org.

 

Blog

Has Something Changed in the UI?

Mon, 05 Oct 2020 - 17:23 UTC
Introduction

If you attended our first Product Interest Group webinar, you would have had a run through of the UI changes we’ve just released, as well as a sneak preview of the things we are currently working on (don’t miss the screen shots of the new UI in development at the bottom of this post!).

We have made improvements to a number of key screens and journeys in the Registry, including making it easier to:

  1. Register for an ORCID record, 
  2. Sign in to your account (including social sign in, institutional sign in, and 2FA), and 
  3. Give trusted organizations access to your record via OAuth.

These updates tackle some of the suggestions for improvements raised by our users and members over the last few years. But don’t worry—this is not everything! We still have loads of improvements to come in these areas next year. The work has been completed as part of the project to modernize the user experience and improve the registry speed where we have been creating a more sustainable architecture. As we complete this work, we have taken the opportunity to make these simple UI changes which will improve the UX experience. 

We are also ensuring all languages we support in the Registry are fully translated for the new UI. If you spot any errors with the translations or any that are missing in your supported language, then please let us know

Registration

One change you will notice with the registration process is that the form has been sectioned into three parts: 

  1. Personal data, 
  2. Security and notification, and 
  3. Visibility and terms. 

We have not changed any data that we collect as part of registration, and users can still register with just a first name and email address if required.

Sign In

As part of the sign in changes, we have made the social and institutional sign in more intuitive as well as adding label text to make it clearer that users can login with their 16-digit ORCID iD. Users can still access their ORCID record by using their ORCID, Facebook, Google, or institutional login credentials.

OAuth

The OAuth screens have been revamped to make them clearer. It’s now easier to see what  permission scopes are being requested.

What can you expect to see next?

Our development team has completed work on the first round of ORCID inbox updates which should be available by the end of the year, and we are now making headway on the updates to the ORCID record. 

You can monitor the progress of this work on our current development Trello board, but if you have any feedback or concerns, then please let us know

Related Posts

ORCID Community Gets First Look at New Developments in the Product Interest Group Webinar

 

Blog

Announcing the 2021 Board Slate

Tue, 29 Sep 2020 - 20:32 UTC

As chair of the Nominating Committee and in my final year of service as a member of the Board of Directors for ORCID, I am delighted to announce the slate for ORCID’s 2021 Board election.

We received a total of 13 nominations for member Board seats with an excellent variety of skills and geographies represented. We were particularly pleased to have a number of nominees with experience in the areas that we had specifically requested. Sincere thanks to the Nominating Committee for their hard work and wisdom: Mohamed Ba-Essa (King Abdullah University of Science and Technology), Veronique Kiermer, Andrew Preston, and Cathy Lin Wen-Yao (Temkang University). Thanks also to the ORCID staff for their proactive support.

Following the August 15 deadline for nominations, the Nominating Committee reviewed all of these nominations, and the 11 nominations received for a potential additional researcher position, very carefully. We assessed the skills and experience of each nominee, and also considered how the proposed slate of nominees might complement the existing Board members. With this proposed slate of nominees, we have aimed for diversity of representation in terms of skills, experience, organization type, geographical location, and gender–a balance that we believe will strengthen the ORCID Board in its critical role of overseeing the management and performance of ORCID, as well as serving as community advocates for ORCID. We were also keenly attuned to this year of transition for ORCID, and the need for both stability and reinvigoration of the Board.

The Nominating Committee therefore recommends the following nominees for election to the ORCID Board for the three-year term as per the bylaws, from January 2021 to December 2023:

The 2021 Slate

Clare Appavoo, Executive Director, Canadian Research Knowledge Network 

As Executive Director of the Canadian Research Knowledge Network, Clare Appavoo leads a team of 25 in the delivery to Canada’s university libraries of $135M of licensed digital content annually while also providing digitization of, access to and preservation of Canadian heritage content for researchers and the public. Previously, she was the North American Sales Director for an academic monograph supplier. She has served as Chair of the Executive Committee of SCOAP3. In collaboration with other members of the Canadian research infrastructure community, she contributed to the development of the ORCID Canada consortium.

Paul Gemmill, Program Director, UK Research and Innovation  

Paul Gemmill has had a varied career since the late 1980s ranging across the public, private and voluntary sectors, dedicated since the early 2000s to the public sector and research. He is now the Director of UK Research and Innovation’s (UKRI) Reforming our Business programme with a focus on releasing researchers and innovators from unnecessary bureaucratic burdens. He studied modern history at the University of Oxford and later augmented my skills through an MBA from London Business School. He is a Fellow of the Royal Society of Biology, recognising his contributions to the biological sciences in the UK through his work at the Biotechnology and Biological Sciences Research Council (BBSRC) and The Pirbright Institute (previously the Institute for Animal Health).

Lisa Hinchliffe, Professor & Coordinator for LISI, U Illinois Library  

Lisa Janicke Hinchliffe is Professor as well as Coordinator for Information Literacy Services and Instruction in the University Library and Affiliate Professor in the School of Information Sciences at the University of Illinois at Urbana-Champaign. She was previously the Library Instruction Coordinator and Assistant/Associate Professor at Illinois State University and a faculty Reference Librarian at Parkland (Community) College. Lisa currently serves on the Executive Committee of the Society for Scholarly Publishing Board and has previously served as President of the Association of College and Research Libraries. Lisa has consulted, presented, and published widely on scholarly communications, publishing, copyright literacy, the value of libraries, strategic planning, organizational innovation, emerging technologies, program evaluation, library assessment, inclusion and equity, information literacy, and teaching and learning.

Calvin Johnson, Chief, High Performing Computing and Informatics, NIH 

Dr. Calvin Johnson (Operations Research) serves as Senior Advisor to the Director, Office of Research Information Systems (ORIS), Office of Extramural Research, National Institutes of Health. He provides guidance and expertise on natural language processing (NLP), machine learning, artificial intelligence, “big data,” and predictive analytics toward the mission of ORIS, which is to provide data and reporting support for the management of NIH grants. Previously, he served for many years as the Chief of the High-Performance Computing and Informatics Office in the NIH Center for Information Technology’s Office of Intramural Research, supporting intramural NIH investigators through expertise in state-of-the-art data science arising in biomedical research.

Alison Mitchell, Chief Journals Officer, Springer Nature (Returning for a second term)

Dr. Alison Mitchell (Molecular Biology) serves as Chief Journals Officer for Springer Nature, responsible for the publication of almost 3,000 scholarly journals covering the life sciences, medicine, physical sciences, applied sciences and the humanities and social sciences. Previously, she was Chief Publishing Advisor at Springer Nature and Publishing Director for the Nature Research Journals. Alison joined Macmillan Magazines in 1996 as a News and Views Editor for Nature. In 2000, she served as Launch Editor of one of the first three journals in the highly successful Nature Reviews series: Nature Reviews Molecular Cell Biology, and served as Publisher of the Nature Reviews journals from 2003. From 2006-2016, she was a member of the Transfer Working Group under UKSG (and latterly NISO) including a period from 2011-2016 as co-Chair of this group, and currently serves on the ORCID Board of Directors. 

Daisy Selamatsela, Executive Director of the Department of Library and Information Services, UNISA (Returning for a second term)

Dr. Daisy Selematsela (Information and Knowledge Management) is the Executive Director Library & Information Services at the University of South Africa (UNISA) with 27 years’ experience in the Higher Education Sector and the National System of Innovation. A Professor of Practice of Knowledge Management of the University of Johannesburg, she has been instrumental in championing the Open Access Mandate and Research Data Management in the South. Her role in academic citizenship involves board memberships of not for profit organizations and serving on the Board of Directors of COAR (Confederation of Open Access Repositories), CODATA (Committee on Data of the International Science Council) and ORCID. On the national level she is a Board Member of ITOCA (Information Training and Outreach Centre for Africa), SANLiC (South African National Licensing Consortium) and the Chairperson Elect of CHELSA (Committee for Higher Education Librarians of South Africa).  She previously served on the Board of the National Library of South Africa and Council of the National Archives of South Africa.

Voting Procedures for ORCID Board of Directors Elections

All ORCID members in good standing as of October 1 are eligible to vote. Online voting will be open from October 29–November 30, and full instructions will be sent to the official contact at each member organization by October 29. Members also have the option to propose write-in candidates for the Board within 30 days of the slate being announced (by October 28) – full information can be found in our bylaws, Section III, Article 2.

Blog

ORCID Community Gets First Look at New Developments in the Product Interest Group Webinar

Tue, 22 Sep 2020 - 13:15 UTC

This blog post was authored by the ORCID Product team.

Last week ORCID’s Product team conducted our first-ever Product Interest Group webinar, welcoming nearly 100 members and key partners from all around the world to learn about ORCID’s development progress in 2020 and to ask us questions about what is on the horizon. 

Participants from different sectors, including publishers, funders, research organizations, and service providers, learned about our new member portal, upcoming changes to the ORCID registry application, and got an update about our refreshed info site currently nearing completion. 

Introducing the ORCID Product team

In 2019, ORCID set up our Product team, consisting of the Director of Product (Tom Demeranville), a Product Manager (Paula Demain), and a UX Designer (Dan Dineen). The Product team’s goal is simple: manage the ORCID product offerings, innovate where necessary, and prioritize features that the community needs.

Picking up the product conversation

As our team settled into our roles, we enjoyed learning about our community’s product needs through contact with researchers and members, as well as conversations with groups via existing working groups and our engagement team. However, these are often part of larger, wider ranging, policy-focused discussions. Pretty soon we realized how much we missed engaging with the people and organizations that help make ORCID what it is today to focus squarely on the functionality of our products, and how that functionality benefits our members, integrators, and researchers.

Thus, the Product Interest Group was launched.

Highlights from the first Product Interest Group webinar

The first Product Interest Group webinar last week was conducted by a panel made up of the Product Team, joined by Liz Krznarich, Tech Lead for New Projects, and Rob Blackburn, Web Producer. The panel presented developments that have been delivered in 2020 as well as a first look at some major developments on the horizon. If you missed this first webinar, we have a recording available (and we encourage you to attend an upcoming webinar!).

Here are the highlights.

Delivered in 2020
Registry speedup and UI improvements

Gradual accumulation of technical debt over the lifetime of the ORCID registry has resulted in an inevitable slowdown. We are working to create a more sustainable architecture to reverse this. Such a complex task takes time, and as we have been moving forward with this, we have made a number of changes to the UI.

  • Improvements to password and iD recovery: One of the most common types of tickets we receive, by far, is from users having trouble accessing their record; either they have forgotten their iD/username or have lost their password. At the log-in screen, users can now choose to either get their iD emailed to them or to reset their password. In both cases, we made a change to email the user (for security reasons) if the entered email address isn't in our database instead of alerting them with an onscreen message. 
  • A more user-friendly basic and advanced search: Both the basic and advanced search are being given a makeover and, as part of the feedback from the Product Interest Group, a number of cards have already been added to the User Feedback board for our UX designer to review.
  • Registration, sign-in, OAuth and more: We have completed the UX work for registration, sign-in, OAuth, Inbox notifications, Biography, and the ORCID Sidebar which we hope to roll out in the upcoming months. As part of this work, we are also ensuring that all languages we support in the registry are fully translated. Click on the image at right to see the new registration UI.
API Search Improvements

A number of improvements were made to the API Search which includes search results being returned in csv format, with users being able to specify the output columns from a list of available fields. With this in mind, we increased the API search results from 200 to 1000 in a single API call.

2FA Notification

Member OIDC integrators can now track if ORCID users that have connected to their integration did so with 2FA enabled since we implemented Authentication Method Reference - AMR to the id_token. Members can now advise their users that to access certain applications, they’ll need to log in with ORCID and have 2FA enabled to provide the extra level of security if required. 

Accessibility Statement

ORCID is continually looking to improve the accessibility of our websites, applications, tools, and services. Our design, development, and quality assurance processes have accessibility ‘baked in’ from the outset. With this in mind, we issued an accessibility statement earlier this year. Click on the image below to see improvements to the public-facing ORCID record, to be rolled out soon.

Up next

The research ecosystem is still reeling from the effects of COVID-19 and will undoubtedly continue to do so well into the future. Many of our members are facing the realities of having to accomplish much more with fewer resources in the coming years. Though we are continuing to keep our eyes on the evolving repercussions of the pandemic, our initial response is to shift much of our focus to activities that will make it easier for members to engage with us, to understand the value and impacts of their membership, and to reduce the barriers to integration.

Member portal

Lack of technical resources can pose a major barrier for a lot of members when attempting to integrate with the ORCID registry. The member portal is the new home for our suite of member-only tools that will allow consortia member organizations to easily add/edit affiliations on their researchers’ ORCID record, with no additional integration or advanced technical skills needed.

The tool is currently in beta testing with a number of our consortium members. Once our initial testing has been completed, we will work with the consortia community to gradually roll this feature out to their members. 

Improved member reporting 

We are delighted to announce that new and improved member reporting which will also be part of the suite of tools. These reports will help members understand the impact of their membership and integration and include metrics on how many researchers are connected with the members integration, as well as how many of those have been updated. Once we have rolled these out, we would be grateful for feedback on other stats you may require. 

Website migration

We’ve been working closely with the Comms team on our information website migrating from Drupal to WordPress. All content has been reviewed and updated, and we plan to support language translations in the future. We hope to launch the website later this year.

ROR on the roadmap

We have started to look at ways that we can implement ROR into the ORCID registry. We are planning to use ROR to improve the way we link equivalent org IDs in the registry and hope to provide an improved user experience and better quality metadata. 

Addition of CRediT roles

We will add contributor roles based on CRediT Contributor roles taxonomy to the API. We will incorporate the CRediT roles into the current list of contributors roles in API 3.0. The new roles will be available alongside our existing roles. 

Who funded it?

As requested by the community, we will be adding a new work relationship type to capture funding identifiers in the work metadata. 

Enabling updates

We are also looking to provide members the ability to update and delete items where they are the source even when permission has been revoked. We are hopeful this will help our members keep the registry data updated. Our privacy policy has been updated to reflect this change. 

Stay involved with our product conversations

Now that the inaugural Product Interest Group webinar is safely tucked under our belts, we’re taking a moment to look at feedback from the attendees and make some tweaks to the seminar structure, style, and content for next time.

We invite you to follow all our developments on our public Trello boards. Feel free to contact us if you have any questions or feedback!

If you are an ORCID member or key partner, we would like to receive your proposals for special interest groups.

Upcoming Product Interest Group webinars

Registration is open now for the second Product Interest Group webinar scheduled for Monday, December 7. In this webinar, we will engage with our community to gather feedback on the released products which we included in the first webinar (and within this post) plus a look at 2021 projects. 

Our third Product Interest Group webinar will be held in March 2021. This session will be in Asia Pacific time (APAC) to allow our members and key partners in that region to join the session live. Stay tuned for more details.

Related links
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Celebrating the Five Year Anniversary of the UK ORCID Consortium

Wed, 19 Aug 2020 - 16:42 UTC
This special guest post is authored by Balviar Notay, Monica Duke, and Adam Vials Moore from the Jisc ORCID Support Team
  
The formation and growth of the UK ORCID community 

Before the launch of the consortium in August 2015, steps had already been taken to explore ORCID as a viable option for the UK via the Researcher Identifier Task and Finish group which brought together stakeholders from the community to explore opportunities and options. Getting stakeholder agreement was a vital aspect to enable the UK to move forward together. The outcome of this group resulted in a joint statement from key stakeholders that the UK will endorse ORCID. Then the Jisc ARMA ORCID Pilot projects were initiated (May 2014 – March 2015). These were a set of eight university-based pilots to explore how to streamline ORCID implementation processes and start to develop a community of practice. Near the end of these projects Jisc produced a cost-benefits analysis report to help develop the best value approach for a potential UK-wide adoption of ORCID in Higher Education (HE), including evaluating the possibility of UK consortium membership.  

In 2012 the key organization came together to form a Researcher Identifier Task Group which issued a number of reports and then validated its conclusions in a consultation15 with the community. A study on use cases for ORCID and possible implementation plans was followed by the creation of the ORCID Implementation Group and a pilot program with the aim of streamlining the ORCID implementation process at universities and investigating the possibility of UK consortium membership. eight University based pilot projects were run between May 2014 and January 2015 

- From KE report http://repository.jisc.ac.uk/6181/1/KE-report-national-approaches-to-ORC...

The ARMA pilot projects laid the foundation to commence the UK ORCID consortium in the UK and had the intended effect of building a community of practice. The first three years focused on laying the groundwork for the consortium - from developing tailored resources such as systems capability documents to setting up help desk infrastructure and providing mechanisms for community engagement to allow us to capture and synthesize requirements. In addition to setting up the service, it was equally as important to develop a culture and community within the consortium in order to navigate, coordinate and support the improvements in the technical landscape together. To accomplish this we ran events, workshops, training, hackdays and surveys for our members. Over the five years we have had a total of 29 events with more than 700 participants. Read more about the experience of setting up the consortium in this presentation at Open Repositories 2019. 

The policy landscape is taking shape 

As the number of ORCID consortia grew worldwide and the UK consortium gained momentum, there has been global effort to evolve the policy landscape. At the end of 2018 funders such as UKRI and Wellcome Trust and Swiss National Science Foundation made a commitment to implementing best practice ORCID workflows, signing up to the ORCID Funders Open Letter. This engagement has started to filter into policy consideration and development. The outcome of the Tickell report recommended that “Jisc lead on selecting and promoting a range of unique identifiers, including ORCID, in collaboration with sector leaders with relevant partner organization” and that “Funders of research to consider mandating the use of an agreed range of unique identifiers as a condition of grant”  Jisc has responded to the Tickell recommendations and have engaged in a program of consultation with the UK stakeholders to look at a possible PID consortium and what that might mean. Support of ORCID IDs is also being woven into institutional policies and guidance, with examples that include the University of Manchester, University of Leeds and University of Salford.

The technical environment is maturing 

Over the years the thinking about infrastructure has changed. While the early picture suggested that each piece of institutional technology would require its own integration to the ORCID API, integrations are now more commonly deployed with a single point of truth connecting to the ORCID registry, with internal information connections managing ORCID ID workflows across the institution. 

A key activity of Jisc as lead of the UK ORCID consortium is gathering and synthesizing requirements via our community engagement. We provide space and channels through which our members describe the improvements needed. These feed into evolving the technical landscape around ORCID iDs and their use in scholarly infrastructure. Outlined below are key elements of story of this change, a story driven by our service in partnership with our community.

A prime example of the success of the community approach is the development of a full member level integration to the registry for the open source Eprints repository software. The requirements gathering was driven by the community owners, supported by the Jisc ORCID team. The ORCID Advance plugin for Eprints was implemented in partnership and approved with ORCID’s involvement. The result was one of the most fully-featured and capable platforms for members at that time.  Jisc was given an award by ORCID in recognition for this work. 

Jisc collated and synthesized its community’s voice to demonstrate a desire for change in the capabilities of the integration between Symplectic Element's CRIS and the ORCID registry. Both ORCID and Symplectic commented on how useful it was that this change in the roadmap came from the community rather than individuals. And the UK community approach was mirrored by the Australian ORCID consortium, using our materials, which further fed into the change process. Ongoing work to collate and surface the needs of the community working with the Worktribe product builds on the foundations established in this process.

As new products with ORCID integrations emerge and are adopted across UKHE, we work together with the community and their vendors to ensure we create good relationships and build upon them. When Haplo was building services for the University of Westminster, they featured in the member experience talks at our members annual event in 2018. Haplo contributed to requirements and feasibility hackdays and platform developments within Jisc. Where needed, we link up with the wider international ORCID family through our links with other consortia. For example, only one of our current UK member institutions uses Vidatum, but through meeting jointly with the Irish consortium (where this vendor has a larger presence) we were able to be part of the journey of developing their ORCID integration. Vidatum are now well on the way to achieving ORCID Service Provider certification, while Haplo was the first repository system worldwide that has been certified as such.

We also look at gaps in provision for our community, for example, when new members join, we are often asked, ”which researchers in my institution have an ORCID iD?” This is quite a difficult question to answer! Through a series of hackdays and workshops, we consulted with ORCID and the community, collated requirements and developed the Community ORCID Dashboard project (COrDa), to address this issue. To date we have produced a tool to identify affiliated ORCID iD for a specific institution, as well as a reporting framework. The tool is used in several UK institutions (especially Delving into ORCID) and now successfully deployed by the US and Canadian Consortium as well. As this blog is published further work on the wider framework is being pursued. 

Shared standards continue to develop 

Monitoring standards efforts is an important aspect of our activity. This ensures that the consortium and UK persistent identifier landscape keeps in step with required developments. This is needed to enable the effective and efficient interchange of information, so we actively participate in meetings and planning.

We represent the presence of ORCID in various metadata schemas and application profiles discussions, a role we share with our ORCID colleagues, among others. For example, even from very early on, Jisc made sure that ORCID appeared in RIOXX to support UK institutions in gathering the required metadata for OA reporting and monitoring. ORCID colleagues and Jisc participated in a 2019 DCMI workshop in Portugal contributing to case studies exploring how ORCID can be expressed in Dublin Core metadata. 

We attend and keep abreast of communities where standards and policy are discussed and developed, such as the RDA and REFEDs. We contribute and attend the discussion and development for the community – for example, PIDapalooza and the pidforum. Most recently, Jisc has been working with the Arts and Humanities and RDM communities to look at reflected appropriate work types for non-text outputs in vocabularies in the ORCID registry and across the landscape. 

The landscape has evolved 

Throughout the life of the UK consortium, the context within which persistent identifiers sit has changed, not just in the policy and technical platforms as described above, but also in the wider milieu. 

This has been evident in the way that the UK ORCID consortium itself has grown and changed over the years. From a membership of 45 in 2015, to 99 institutions in 2020, from 20 institutional systems integrated across that membership at the start to now 87 fully functional integrations in a variety of CRIS, repository, HR, and publishing systems. Consequently, the number of ORCID iDs  associated with an  .ac.uk email address is now five times as large, growing from 50,000 in 2015 to 250,000 in 2020. 

In our community we embrace and support all members, from those who have been with us since the pilots over five years ago, to those just beginning their journey with us. One of the strengths of our community of practice is that it shares experience and knowledge freely so that new members can often find support and guidance from an institution that has already dealt with similar issues. It has also been a privilege to watch the community grow as an effective communicator, developing resources and reporting through systems and dialogues. The resources need to be effective for a wide range of audiences and purposes, from researchers through to research offices and senior leaders. 

The range and complexity of outputs that ORCID identifiers are associated with has expanded as well, as new systems and ways of capturing information emerge – especially as we move to a data rich, information-centric open science model of scholarship. As such, the power of interconnected PIDs with the personal identifier of ORCID iD embedded, gives deeply intertwingled and more useful information. These potential benefits can be realized as the various systems and identifiers mature and adoption improves. Examples of associations with unique persistent person identities are: works (e.g. works identified with a DOI); organization (identified, for example with a ROR id); affiliations and workflows which can be examined via the events captured in PID Graphs. A project identifier such as RAiD allows you to associate people, data, works and funding with a long term effort, track the impact of efforts over the long term, and focus on the narrative, rather than a particular researcher or funding stream. This evolving landscape of interconnection allows us to build better, more effective scholarly machines, to do open research on a better, more cohesive and collaborative scale. 

In five short years, the UK ORCID consortium has matured to become a community of practice that is part of a global society. As a community, we are working to transform how research information is collected and shared as part of an ongoing national and international change program. Building a persistent global research infrastructure is no small endeavor, and not one that can be undertaken by one party alone. A lot has changed over the last five years and we will continue to work together and with others, and especially our consortium community, to improve the infrastructure and associated strategies for the benefits of all. 

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