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ORCID and the UK National PID Consortium

Mon, 03 Aug 2020 - 16:28 UTC

In this special guest post, Alice Meadows, NISO's Director of Community Engagement, shares a new initiative by Jisc to establish a national UK PID consortium. The initiative is currently in its research phase. Five focus groups—one for each of the core PIDs types (for people, organizations, grants, projects, and outputs)—have been held, and a global community survey was launched in late June. It’s open to anyone with an interest in the use of PIDs, and we would greatly value your feedback, so please take a few minutes to share your responses between now and August 21, when the survey closes. Image below courtesy of University College London (UCL) Library Services.

If you’re reading this post, the chances are you’re already a fan of persistent identifiers (PIDs). You may have an ORCID iD. You understand why to cite DOIs rather than URLs. You’re probably familiar with organization identifiers like ROR, and with other types of identifiers, like the Research Activity Identifier (RAiD). You know that these and other open PIDs are not only free to end users, they are also interoperable, resolvable, and enable the creation of open, well-defined provenance information. That they enable researchers to spend more time on their research and less time managing it. And, critically, that identifiers are only truly valuable when they are combined and connected: a single identifier is like a geographical coordinate — relatively meaningless on its own, but invaluable when used with a map, or together with other coordinates.

A number of organizations and government bodies have already recognized the need for a joined-up PID strategy, including the Australian Research Data Commons, CAPES in Brazil, FCT in Portugal, and others. Now, the UK’s Jisc is working on an initiative to take this to the next level, with the launch of a project to establish a national UK PID consortium, building on the success of the existing UK ORCID consortium, which they have led since 2015, as well as the British Library’s DataCite consortium.

The PID consortium is being formed in part as a response to Professor Adam Tickell’s independent advice to the UK government in 2018 on open access to research publications. Among his recommendations was that Jisc should “lead on selecting and promoting a range of unique identifiers ... in collaboration with sector leaders with relevant partner organisations.” This led to the publication of a follow-up report on Developing a persistent identifier roadmap for open access to UK research by former ORCID Director of Partnerships, Josh Brown, which recommended, among other things, the creation of a national PID consortium. This and his other recommendations for the future adoption and use of PIDs in the UK are now being implemented through a joint Jisc/PID project, which he and I are currently helping Jisc to deliver.

The proposed UK PID consortium would both help enable the UK’s ‘open research infrastructure’ and also support the use of open PID infrastructures as needed by the community. In addition, Josh’s report proposes:

  • Increasing adoption and use of PIDs through targeted interventions to create high-value integrations with PID infrastructures that provide clear benefits to researchers—initial priorities are ORCID iDs, RAiDs, Crossref and DataCite DOIs, and ROR identifiers
  • Carrying out a benefits analysis to understand and evaluate the impact of PID adoption in the UK, with a focus on supporting the transition to open access, using open infrastructure, and advocating for more open interoperability
  • Establishing a governing council to oversee governance opportunities and activities in the PID systems, and to provide consortium oversight and management
  • Creating a one-off sustainability task force—with an international remit—to explore, examine, and evaluate business models and pathways to sustainability for the PID organizations in the consortium  

Work on this initiative is now well underway, including the formation of a stakeholder group with representatives from across the UK higher education community and research information experts, as well as funders, publishers, and identifier providers including Crossref, DataCite, and ORCID. Because both research and the open research infrastructure are international, it’s critical to also engage with the global community, including the other PID providers that have been prioritized. 

The initiative is currently in its research phase. Five focus groups—one for each of the core PIDs types (for people, organizations, grants, projects, and outputs)—have been held, and a global community survey was launched in late June. It’s open to anyone with an interest in the use of PIDs, and we would greatly value your feedback, so please take a few minutes to share your responses between now and August 21, when the survey closes. Results will be shared later this year, including the anonymized data.

Once the research phase is complete, work will begin on agreeing key workflows and developing interventions for PID optimization in them. The initial focus of these interventions will be on repositories, community infrastructures, and publishers (especially OA publishers).

We hope you’re as excited as we are about the development of the first national PID consortium, and we encourage you to listen to this recording of the launch webinar, with speakers from Jisc, as well as DataCite’s Executive Director, Matt Buys, and Professor James Wilsdon from the Research on Research Institute at the University of Sheffield.

Blog

Institutional ORCID Endorsements

Mon, 13 Jul 2020 - 04:00 UTC

Within the last year, academic senate groups at Stanford University and the California State University (CSU) system have formally endorsed ORCID for their respective campuses, helping to draw awareness and prioritize the need for ORCID adoption at these campuses and beyond. The ORCID US Community consortium held a community call on June 16, 2020 to explore these case studies, with presentations from Mark Bilby, Scholarly Communication Librarian at CSU Fullerton, and Tom Cramer, Associate University Librarian & Director of Digital Library Systems & Services at Stanford University. This blog explores the approaches taken at each institution as well as considerations for institutional ORCID endorsement.

Academic Senate of the California State University Passes ORCID Resolution

On Thursday, May 7, 2020, the Academic Senate of the California State University (ASCSU) passed a resolution in support of ORCID for the California State University (CSU) system, which includes 23 campuses across California. 

In the resolution, the ASCSU “strongly encourage[s] CSU faculty, students, and administrators—whether past, present, or future—to sign up for an ORCID iD and maintain a well-curated and well-integrated ORCID record,” and includes a recommendation which “strongly encourage[s] the Office of the Chancellor and campus Presidents to provide financial support for a CSU-wide and campus ORCID institutional memberships, make robust ORCID integration a procurement standard for software service providers whenever reasonable, commission a system-wide ORCID implementation task force, and commit significant staff development time to build customized ORCID integrations within and across the CSU system.”

The process leading up to this resolution began in 2017 when Mark Bilby, Scholarly Community Librarian at CSU’s Fullerton campus, became involved in the linked open data community and learned about the benefits of ORCID. Bilby held conversations with library leadership, created an ORCID LibGuide, and started encouraging faculty to get and use ORCID iDs.

In 2018, Bilby initiated more conversations about ORCID across campus, talking to staff in various internal stakeholder units—such as the research office—across campus, and initiating faculty workshops on ORCID. Bilby continued to brainstorm about how ORCID might provide benefits to various campus workflows, such as the student admissions process, search committees, and alumni office efforts. He realized that partnering with internal stakeholders would be key to strategic ORCID adoption on campus and presented on this topic at the 2018 Digital Library Federation (DLF) Forum.

Following an example set by Rutgers, The State University of New Jersey in 2017, Bilby decided to leverage his position as chair of the library committee for the academic senate to write and propose an ORCID resolution within the committee. The resolution was accepted and moved on to become an endorsement statement, which was brought to and signed by five additional academic senate committees representing a good cross-section of campus stakeholders, including the Vice President of campus Information Technology and administrators from faculty development and the research office.

In 2019, in a partnership between central IT and the library, CSU Fullerton became an ORCID member organization via the ORCID US Community. Shortly thereafter, an opportunity arose to present the ORCID endorsement statement to the CSU statewide academic senate, thanks to an existing relationship between the library and academic statewide senate representative Mark Stohs, who had served previously on the library committee. Stohs brought the ORCID resolution to statewide senate in December for a first reading, with a second reading in January 2020, which was approved for a vote in March. However, due to the COVID-19 pandemic, the vote was postponed to May 2020, where the ORCID endorsement was passed. The resolution is a significant show of support for ORCID, and other institutions are welcome to borrow any language or methods that would be helpful in passing similar resolutions.

ORCID Endorsement at Stanford University

Stanford University initially became an institutional ORCID member in 2016 through the NorthEast Research Libraries (NERL) consortium, which joined with the ORCID US Community consortium in January of 2018. A grassroots group of ORCID supporters— primarily from libraries—formed shortly thereafter and started meeting to discuss strategies for promoting ORCID adoption more actively on campus. 

In 2019, an opportunity arose to present a resolution in support of ORCID via one of Stanford’s faculty senate committees, the Stanford Faculty Senate Committee on Academic and Computing Information Systems (C-ACIS). The C-ACIS committee, responsible for reviewing operations and setting policy for university (academic) IT, considered ORCID endorsement initially in May 2019, where the idea was introduced and discussed and in November 2019 when the formal endorsement was requested. Tom Cramer, Associate University Librarian & Director of Digital Library Systems & Services, prepared a slide deck to lead the discussion. Comprised of a mixed group including faculty, graduate students, post-doctoral researchers, undergrads, the University CIO and University Librarian, the committee agreed that ORCID adoption would benefit the campus, and the endorsement was strongly supported.

The Stanford C-ACIS committee endorsement supports three recommendations:

  • Stanford should embrace and promote the use of ORCID iDs for all its researchers as an integral part of its identity management and research information management ecosystem. 
    • We expect every Stanford researcher to have an ORCID iD in the future.
    • Stanford researchers should configure their ORCID iD to allow for data visibility and data updates to/from Stanford systems.
  • Stanford’s IT systems should integrate with and leverage ORCID data. Stanford’s enterprise identity management systems (managed by University IT) will be the primary integration point between ORCID and the University.
    •  This will allow both for single sign-on and for any Stanford system to receive a researcher’s ORCID iD via one look up. 
    • Additional systems will integrate with ORCID for read or read-write access (e.g., Profiles, the Stanford Digital Repository, facilities systems).
  • Stanford’s information service and research support providers need to coordinate to streamline ORCID use and make the benefits obvious to Stanford researchers by:  
    • Providing guidance and support on appropriate configuration. 
    • Coordinating on user experience and data flow among Stanford systems.
    • Advocating for effective ORCID use for Stanford researchers on campus and externally.

Since then, Stanford has integrated the ORCID API with their central identity management service and is actively looking at more possibilities for ORCID integrations. Core technologists on campus are aware and thinking about ORCID, and stakeholders are working toward an increasingly coordinated approach for ORCID outreach and API integration. Over 10,000 Stanford researchers have ORCID iDs already, so leveraging the API across campus will bring the full benefits of ORCID to Stanford researchers and administrators, especially in the wake of new requirements from NIH and other federal agencies now requiring ORCID iDs for certain types of grant awards.

Conclusion

For both case studies, ORCID advocates were met with little to no resistance to the idea of widespread ORCID adoption, given the benefits of ORCID for both researchers and research institutions.

Are you thinking about formal ORCID endorsement at your own institution? To get started:

  • Use the ORCID US Community Planning Guide and Planning Worksheet to do some initial brainstorming about ORCID adoption in the context of your institution, including considerations for partnering with internal stakeholders, integrating campus systems with the ORCID API, and reaching out to researchers about ORCID.
  • Identify other stakeholders and decision-makers on campus, and talk to them about ORCID, using the ORCID US Community Value of ORCID for Research Institutions one-pager for talking points. Locate relevant institutional senate committees and representatives, and start conversations about ORCID to gauge potential for support.
  • Draft a resolution in support of ORCID, perhaps modeled from the ASCSU resolution, and share it with your senate colleagues. Revise as needed.
  • Investigate the process for raising and proposing endorsement or resolution statements via the senate. Take the necessary actions based on the processes for your institution.
  • Share your experience with the ORCID Community! Tag @ORCID_Org on Twitter or contact support@orcid.org.
Blog

ARTiFACTS and ORCID: A Trusted Partnership Expanding Scientific and Academic Research Output

Thu, 02 Jul 2020 - 17:09 UTC

with Dave Kochalko, Co-Founder and President of ARTiFACTS

As a blockchain platform for scientific and academic research, ARTiFACTS allows researchers to create a permanent, real-time record of all research outputs and to receive formal citations. ARTiFACTS enables researchers to create an immutable record of their outputs so they can be securely shared, thus expanding access to vital information and accelerating discovery.

Learn more about how ARTiFACTS and ORCID are integrated in this video.

An Integration with Every ORCID API

ARTiFACTS became an ORCID member in 2019, and chose to develop an integration with every API ORCID offers to best support their researchers. It took approximately three months to complete the integrations, including the initial API research, workflow design, development, testing, and review of the finished product with ORCID.

ARTiFACTS Co-founder and President, Dave Kochalko says, “From day one, we recognized ORCID as a foundational partner. As an organization, it’s important for us to ensure scientists and scholars can discover new research and receive formal recognition for their own contributions—especially their pre-published research outputs, including algorithms, computer code, datasets, experimental designs, preprints, protocols, and many others. Our ORCID integrations enable us to do just that.”

He adds, “Services that enable and encourage scientists to share new findings securely and in real-time can make significant positive impacts on accelerating discovery, which is so important and evident when society turns to science for answers to global challenges.”

Becoming an ORCID Member

Becoming an ORCID member was an essential step in the original ARTiFACTS roadmap for delivering on their commitment to make ARTiFACTS services available within the workflows and systems used by researchers, their institutions, publishers, and technology providers. ARTiFACTS leadership includes an ORCID co-founder and former board member, so they understood how valuable ORCID services are for researchers across all disciples, and they knew how dedicated the ORCID team is to enabling a seamless user experience with complementary applications like ARTiFACTS. 

After joining ORCID, the first thing ARTiFACTS wanted to achieve was to complete the implementation of each of the APIs ORCID makes available to members with third-party platforms. ARTiFACTS had already introduced signing into their system using one of ORCID’s credentials, which opens the front door for users to access their platform. But they also know there was a great deal more value they could offer researchers and organizations in the scholarly communications ecosystem by implementing each of the ORCID services.

Becoming an ORCID member was always part of ARTiFACTS’ plan.

Creating a Foundational Partnership

ARTiFACTS considers their relationship with ORCID a foundational partnership—one that goes well beyond being a member of the same club. By enabling their system to interoperate with ORCID, ARTiFACTS is a smarter resource for all researchers and is of much greater utility for ORCID users who crave access to the latest—oftentimes unpublished—research findings. 

The integrations between ARTiFACTS and ORCID enable scholars to be recognized for all their research contributions to their discipline. Through personalized implementation support and integrated application user acceptance testing, ARTiFACTS’ ORCID membership better equips them to serve the scientists discovering new findings, as well as their universities, publishers, and technology providers. 

A System Architecture Built to Include Trusted Partners

Given ARTiFACTS product vision, it’s worth illustrating their system architecture. ARTiFACTS is designed to provide a trusted service that secures the provenance of newly created research materials by scientists and scholars that enables real-time citation recognition. By recording these activities or “transactions” onto a distributed ledger, ARTiFACTS is dedicated to building a distributed index of research information that is openly accessible by all participants in the global research ecosystem.

To achieve this vision, both ORCID and bloxberg are among ARTiFACTS most valuable partners. The ORCID integration exposes ARTiFACTS services for its community of researchers, universities, publishers, and other organizations engaged in research and scholarly communications. ARTiFACTS partnership with the Max Planck Society— which leads the bloxberg consortium of nearly 40 respected research institutions who manage the trusted blockchain infrastructure—provides an independent and verifiable activity ledger.

Now that implementation with every ORCID API is complete, ARTiFACTS is pleased to offer the following capabilities and benefits:

  • Authenticate to ensure transactions with ARTiFACTS and one-click logins rely on a trusted relationship.
  • Display so colleagues using ARTiFACTS will recognize ORCID members and be able to reach out to collaborate where interests overlap.
  • Collect so ARTiFACTS learns what social information they want to share to help others identify their expertise and discover their work.
  • Connect so ARTiFACTS may update their ORCID Works record with their latest research, both published and pre-published outputs including code, dataset, experimental designs, methodologies, preprints, and others.
  • Synchronize so in one-click research works entered into ORCID or ARTiFACTS update each other, remain in sync, and reflect one’s most recent outputs and discoveries.
Progressing Toward Top Priorities

Since completing their technical integrations, ARTiFACTS’ top priorities are two-fold: First, to communicate the benefits of ARTiFACTS for researchers and other member organizations; and second, to listen and learn from their ideas and guidance for ways of enhancing how ARTiFACTS can contribute to their scholarship, career advancement, and organizational goals. 

ARTiFACTS has many ideas and is eager to hear from their ORCID colleagues.

Conclusion: A Valued Relationship

For other service providers thinking about becoming an ORCID member or integrating with ORCID, Kochalko says, “ORCID has a clear vision for its role and value in the research information and scholarly publishing ecosystem. They are open and receptive to working with other providers serving the same markets, organizations, and especially the scientists and scholars who weave their ORCID iD into their own workflows. You will find ORCID to be a receptive and supportive partner.”

Related Posts
Blog

The New Finnish Research Information Hub Provides a Comprehensive View of Finnish Research

Tue, 30 Jun 2020 - 12:48 UTC

This post is authored by Hanna-Mari Puuska and Tommi Suominen, CSC – IT Center for Science, Finland

  

The Finnish Research Information Hub collects and connects information of Finnish research from various sources. It was launched at www.research.fi on June 9, 2020.

Vast amounts of research metadata reside in different research organizations’, research funders’, and other stakeholders’ databases and systems. The metadata on publications, research data, projects, and infrastructures are typically fragmented in silos behind organizational or topical boundaries. This makes finding research more difficult than it needs to be. 

The aim of the Finnish Research Information Hub is twofold: 1) to collect and connect information of Finnish research and provide it in a single access point, and 2) to lessen researchers' reporting and administrative work through smooth information flows between systems.

The new Research.fi portal.
Research.fi as the gateway to Finnish research

The first goal is supported by making all information openly available and accessed in one place. This benefits researchers and research organizations and also various user groups such as citizens, media, and businesses interested in Finnish research. The first version of Research.fi provides information on publications, funding decisions, research infrastructures, and research organizations. The service also displays research news from Finnish research organizations. Besides, the portal contains a comprehensive set of facts and figures, interesting visualizations, and bibliometric analyses about the Finnish research and innovation system. 

Visualization of the development of university teaching and research staff FTEs in Finland. [Source]
The Finnish Research Information Hub facilitates the information flows 

The second goal means constructing smooth data flows between research organizations, funding agencies, and other services used by researchers. Through the Finnish Research Information Hub, information stored in one organization’s system is also available to others. Efficient data flows benefit researchers in their daily work but also help research organizations, funding agencies, and other administrative bodies to get consistent and reliable information.

This is just the beginning, with exciting new features on the way. In this first release of Research.fi, the emphasis is on collecting information. The next phase will focus on connecting information through the increased use of persistent identifiers and semantic annotation of content. This will result in improved search and visualization capabilities in Research.fi. Also, coverage of the Finnish research sector will increase as more research organizations and funders start providing data. The service will also start harvesting metadata on research data, for example, from the national Fairdata services. This will further improve the ground for researchers to gain recognition for opening their data. 

ORCID plays an important role in the next big step

The users and stakeholders of the Finnish Research Information Hub have highlighted the need to find experts on particular research topics. In the next major release, the most significant new feature of Research.fi will be the researcher profiles. ORCID iDs will play a central role here. In 2021, the service will introduce a dedicated “my data service,” which enables researchers to create their profiles in Research.fi by signing in with their ORCID accounts. To avoid “yet another profile to maintain,” no content will be entered or edited manually but will be transferred from existing sources. Researchers can connect their information both from ORCID and their home organizations’ CRISes.  After researchers give their consent, the information will be automatically imported from the preferred sources. 

Information on researchers include, for example, names, affiliations, contact details, education, expertise, scientific merits, and awards. Also, the researchers will be able to connect previously collected publications, research data, and projects in Research.fi to their profile, even if an ORCID iD was not provided at the time of their collection. 

Figure 3. Researcher profile Proof of Concept in Research.fi with data imported from ORCID

The Research Information Hub provides a way to  share researchers’ information between different stakeholders. The researchers can choose what information they want to display on Research.fi and decide which third parties (e.g., funders or universities) their information may be disclosed to.

The aim is that after the introduction of the “my data service” in 2021, Research.fi will comprehensively provide information on researchers and research activities from different fields in Finland.

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The Finnish Research Information Hub service is owned by the Finnish Ministry of Education and Culture and it is developed on commission by CSC – IT Center for Science Ltd. CSC carries out the work in close cooperation with higher education institutions, other research organizations, funding agencies, and other research actors in Finland and abroad.

You can access the service and provide feedback at www.research.fi. Contact us by email: tiedejatutkimus@csc.fi

Blog

The Search Is On for ORCID’s New Executive Director

Tue, 23 Jun 2020 - 00:07 UTC

Are you a visionary strategy and thought leader eager to build critical research information infrastructure of the future while developing, leading, and managing a high-functioning and engaged organization? 

Leading a Critical Component of Global Research Infrastructure

ORCID was founded as a genuine “coming together of the community'' to solve the challenge of disambiguating researchers in scholarly communications via unique identifiers and is now recognized as a critical piece of research infrastructure. Our new Executive Director will possess the breadth and depth of understanding of the global research ecosystem and the role that ORCID does—and could—play.

ORCID’s new Executive Director will ensure the organization is well managed, delivering a high-quality and high-value service to its members and to the research and scholarly community. We are eager to vet candidates with a proven commitment to sustainable development and a vision and plans to advocate for and advance diversity, equity, and inclusion in the organization and field of work.

Deadline: July 19, 2020

We are looking forward to hearing from you if you are up to the challenge of leading a high-performing, passionate, knowledgeable, and engaged organization eager to advance a critical piece of global research infrastructure into our next phase.

Find out more and apply here
ORCID in the Interim

ORCID is being cooperatively led by an outstanding and cohesive team of Senior Directors who are working closely with the Board to ensure a smooth transition and implementation of ORCID’s mission during this interim period. If you have any queries about:

  • ORCID user questions, member integrations, and outreach communications: Use our contact webform
  • Integration and communication guidance is available on our members webpage. 
  • ORCID membership and workshops: Contact community@orcid.org. Membership fees and licensing information are available on our membership webpage
  • ORCID APIs: Please use the API users listserv to post your question if you’d like to have a discussion with the wider community. Members can get support by contacting support@orcid.org
  • ORCID Privacy Policy and our Trust Program: See our Trust Program webpage
  • ORCID operations and accounts payable: Contact accounting@orcid.org.
Related Posts
Blog

Announcing ORCID’s New Service Provider Certification Program

Wed, 17 Jun 2020 - 21:15 UTC

Service Provider (SP) systems enable hundreds of ORCID members to easily integrate ORCID into local workflows and systems and provide a more consistent user experience for researchers when they encounter ORCID. For these reasons, our members frequently want to know which SPs have enabled which ORCID product functionalities and be assured the implementation adheres to best practices. 

Service Provider Certification is a means for ORCID to partner with SPs on their use of ORCID and to make product information more accessible to the ORCID community. The Certification program will help drive business opportunities for SPs as their customers work toward their open research and interoperability goals.

What is a service provider?

An ORCID SP is any organization that provides a product—free or paid—that includes functionality that can authenticate ORCID iDs and update ORCID records.   

SPs must offer the ability to perform updates using their customer’s ORCID member API credentials unless the SP in question is an Open Infrastructure Provider.  Open Infrastructure Providers are defined here as primary sources of data that also provide an open registry of resolvable persistent identifiers.

Additionally, there is another class of member integration that does not fall within the stated definition and includes many (but not all) of our search and link providing members. They’re similar to SPs as defined here, but they’re researcher focused rather than SP customer driven. 

Which service providers are eligible for certification?

Certification is open to ORCID members who meet the definition of SP as outlined above, as well as non-members who meet the definition of SP and have one or more ORCID members as customers. 

How does the certification process work?

SPs submit documentation of meeting requirements for certification via an in-person call as part of the initial certification process. During the call, ORCID will review the integration to ensure it meets integration best practice guidelines and minimal requirements for Certification. During the call, the SP will be expected to:

  • Demonstrate Certification requirements are met by either performing a live walkthrough via screencast or providing a link to a product video.
  • Provide a link to product documentation aimed at customers (e.g., marketing materials, knowledge base articles, etc.).
  • Provide a link to end-user documentation if appropriate (e.g., help pages for those using ORCID within the system). For some, like software vendors, this might not apply.
  • Provide a product contact who can receive product related updates from ORCID.

Once certified, the original documentation will be reviewed jointly by the SP and ORCID as part of the annual Certification renewal process. If SP functionality has not changed, this check-in ensures there are open lines of communication between SPs and ORCID. It also serves as an opportunity for both to discuss future plans.

What does it take to become certified?

Certification is and always will be free. The minimum requirements for SP Certification are outlined below:

  • Provide the ability for members to manage their own credentials within the SP’s system or have a secure method of transferring credentials (if required). 
  • Use ORCID members’ credentials to collect authenticated iDs using OAuth.
  • Provide an ORCID branded button or link to initiate collection of iDs alongside a help icon or text describing what ORCID is.
  • Store the full token exchange response, which includes:
    • ORCID iD
    • Access token
  • Store and publicly display the verified ORCID iD as per ORCID trademark and display iD guidelines within the SP system.
  • Add and update items on ORCID records such as affiliations, funding, works, peer review, and research resources.
  • Make documentation available on what ORCID is, the benefits to the researcher and the wider community, and how the SP’s integration works.  This could be in the form of links to ORCID hosted pages if desired. 
  • Offer the ability to export stored ORCID iDs and token exchange data, and put codes in association with user information at the request of ORCID member customers.
  • Provide the ability to examine system and API logs for troubleshooting purposes.
Benefits of certification

In addition to enabling ORCID to more effectively communicate a product offering to other institutions, Certification entitles ORCID’s SPs to the following exclusive benefits: 

  • Reduced go-live time for ORCID members using the certified SP product because the integration comes pre-approved. 
  • Easy-to-articulate requirements during tendering and procurement processes for potential customers.
  • A link to the company’s product page from a public facing ORCID Certified SP page (to be launched summer 2020).
  • Access to relevant statistics for benchmarking, which ORCID will refine based on SP feedback.
  • Permission to use “ORCID certified SP” branding.
  • Invitation to participate at ORCID-hosted workshops.

Want to learn more about becoming a Certified Service Provider? Please reach out to your Engagement Team lead for more information!

Blog

Black Lives Matter: ORCID’s response

Tue, 09 Jun 2020 - 12:41 UTC

The ORCID Senior Team: Tom Demeranville, Ivo Wijnbergen, Sarah Hershberger, Will Simpson, and Julie Petro. The Senior Team would like to extend a special thank you to Bernette Sherman for her contributions to this article, and for helping us get these important conversations started internally.

A Global Vision

“ORCID’s vision is a world where all who participate in research, scholarship, and innovation are uniquely identified and connected to their contributions across disciplines, borders, and time.”

Since ORCID began in 2009, our vision has been a global one. It is a tall order considering the sheer enormity of our planet and the never-ending variety of its people’s colors, creeds, and nationalities. We have always strived to embody the values of diversity and inclusion, but recent events make it clear the values of diversity and inclusion are not enough, no matter how passionately held or thoughtfully implemented.

Not Non-racist; Anti-racist

Silence truly equals complicity, and we will not be complicit in the systemic, violent oppression and suppression of our Black brothers and sisters, or any other marginalized group, anywhere in the world. We realize words and opinions don’t matter much right now; actions do. We must take this opportunity to look inside ourselves with clarity and outside ourselves with empathy.

ORCID is not only not racist, we are anti-racist. This means not only will we not be complicit, we will not be complacent about becoming better allies to our Black community and to other underrepresented groups in the global research ecosystem. We realize we can always do better, and internally, we are in the early stages of forming a diversity and inclusion committee to examine where we need to go from here.

ORCID Board Election - Diverse Representation

The success of ORCID depends on diverse representation from our community. Each year the ORCID Nominations Committee works to attract a  ‘slate’ of candidates that is balanced and diverse, taking into account different sectors, regions, and skills. We have a Board Meeting Attendance Fund in an effort to reduce barriers to participation for member-affiliated Board members who need financial support, and to ensure the broad representation and deep engagement needed to achieve our vision.

We invite you to consider nominating yourself or encouraging colleagues to nominate themselves to stand for election to the ORCID Board. Please learn more here.

Moving Forward Together

We are one small drop in the global groundswell towards real and lasting transformation of racial equality and justice. We are listening to our community, and we understand this is going to be a sustained effort over time. 

Our intention is to listen to the voices of underrepresented groups in our community with lived experience and use that knowledge to inform our future initiatives and actions. We are a community built non-profit, and we remain community-guided. We invite you to reach out and contribute to this important conversation.

Resources

For more resources on how to support the Black Lives Matter movement, please read, learn, and act here:

Blog

From the Board Chair: Leadership Transition at ORCID

Wed, 13 May 2020 - 17:07 UTC

Dear Colleagues,

On behalf of the Board, I wish to acknowledge the outstanding contribution Laure Haak has made in building ORCID to what it is today. With confidence in the organization and the team, Laure will be directing her energy and skills to founding her own company. Laure is the founding Executive Director of ORCID and has dedicated the last eight years to building it from an idea into a reality. Her passion, dedication, and knowledge of all things ORCID are legendary.

Laure has taken ORCID on an amazing journey to a point where it is now a key component of the international research ecosystem—a more than impressive achievement. There is global and cross-disciplinary adoption of ORCID by researchers and implementation by funders, publishers, research institutions, and technology platforms. ORCID is fully supported by its member community, has reached financial stability, and has processes that ensure transparency and resiliency for years to come.

Laure has built an outstanding team of Directors who will, together with the Board, ensure that we don’t miss a beat as we seek out another outstanding candidate to take ORCID through its next stage of development. I will be working closely with the Board, Laure, and the team on transition arrangements and we will provide further details before the end of May.

The ORCID Board has no doubt she will continue to make amazing contributions in whatever she chooses to do. We wish her every success in her new endeavours.

Best Wishes,

Linda O'Brien
Chair, ORCID Board

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Ch-ch-changes: Part 2

Wed, 13 May 2020 - 16:49 UTC

After eight years of living and breathing the world of research infrastructure and persistent identifiers, I have decided to step back and allow myself to take a broader view. That’s right: I am leaving ORCID. Read more / listen to the symphony that is ORCID.

Sonata: What’s up? | 4 Non Blondes

I started at ORCID eight years ago as its first full-time employee. I had recently gone through a start-up merger and acquisition and was looking for a new adventure. ORCID was “a great big hill of hope,” for sure. We made an early decision to operate as a virtual office, intentionally testing approaches and tools to enable global-scale adoption. Collaborative from the start, our work to establish membership agreements involved prospective members, Board members, legal counsel, and staff. Back-office processes—staff handbook, payroll, accounting—we developed in consultation with colleagues in nonprofits and small business. We partnered with organizations to test our APIs and build integrations that co-launched with the Registry. All that in the first six months!  This was possible because the founding Board had hammered out principles, mission, and governance—and some start-up funding. Having those fundamentals in place provided a clear arena for decision-making and made it possible to get the motors running.

Credits and Acknowledgements:  Thank you to Founding ORCID Board chair, Howard Ratner; and to David Kochalko, Simeon Warner, Bernie Rous, and Craig van Dyck for inviting me to interview; and to the founding Board for their partnership. Thanks to Laura Paglione for joining the wild ride as the second employee, for her trust and unbounding energy and good sense, and for making the Registry launch happen. Thanks to Jackie Ewenstein for her counsel. Thanks to our launch partners for sticking with us through the launch.  Thanks to Wally Schaffer, Walt Warnick, and Liz Allen for getting ORCID in front of research funders.

Adagio: Sweet Dreams | Eurythmics

Before I took the Executive Director role, I asked my kids (then 8 and 10) how they’d feel about me “traveling the world and the seven seas.” It was a fine spring day and we were scooting about in my red Mini with the top down (it’s all about the presentation).  With their enthusiastic support, I packed my bag and hit the road.  The time after the launch of the ORCID Registry was amazing—to see user registrations grow to 50,000 in the first few months and welcoming our first members. We concentrated on demonstrations—through partnerships on the European Commission-funded ODIN and THOR projects, the Alfred P Sloan Foundation-funded Adoption and Integration Program, which spawned similar projects in the UK, Australia, and New Zealand. From a Gira por España to a round-the-world trip starting in the UK, through Qatar, Singapore, South Korea, Japan, China, New Zealand, and Australia…. I learned how to pack one carry-on for all seasons, but more importantly, listen and learn from the community their pain points and hopes for ORCID. I was (and still am) impressed by the openness of the research community, your interest in engaging with ORCID, and your ability to push the boundaries to evolve how research information is shared.  

Credits and Acknowledgements: Thank you to Catalina Wilmers for her excellent work helming our Help Desk, to Rob Peters for creating an independent tech stack and making sure I didn’t get distracted on Slack, and to Will Simpson for utter dependability. Thanks to Ed Pentz for his leadership as ORCID Board chair. Thanks to Susan Stickley for leading us through scenario planning. Thanks to Chris Shillum for asking hard questions.  Thanks to Joåo Moreira, Jo McEntyre, Liz Allen (both of you), Consol Garcia, Rebecca Bryant, Josh Brown, Josh Greenberg, Neil Jacobs, Sally Rumsey, Wolfram Horstmann, Martin Fenner, Mummi Thorisson, Andy Mabbet, Torsten Reimer, our A&I program participants, and soooo many many more for believing in the mission!

Minuet: Uptown Funk | Mark Ronson

How to scale operations to meet demand is a common challenge of all new ventures. Is our value clear? Can we generate enough revenue to support what we want to do in the timeframe we would like?  Do we need to speed up or slow down?  Enter our “Don’t believe it?  Just watch!” era. We iterated through a series of consortial membership models, with the goal of blending local context with global implementation standards and technical support. For this to really work, we needed to make our virtual office global. With the support of the Leona M. and Harry B. Helmsley Charitable Trust, we were able to build out our team to support local engagement. What a huge difference that made!  We welcomed our first consortia in Denmark, then UK and Italy, followed by Taiwan, Australia, New Zealand, South Africa, Germany… and now have over 20. In addition to expanding our global reach, we also expanded the types of connections we supported, making more visible the broad range of contributions that researchers make and their affiliations and credentials. We partnered with Hypothes.is on open annotations. We partnered with F1000 on Peer Review standards. We partnered with publishers on an open letter supporting ORCID integration in publishing workflows. We partnered with Crossref and DataCite to enable ORCID record updates. We partnered with the US Department of Energy and publishers on research resources. We partnered on open identifiers for organizations. We partnered with research funders around the world on use of identifiers in funding workflows

Credits and Acknowledgements:  Thank you to Brooke Rosenzweig, Dan Whaley, Rebecca Lawrence; Nobuko Miyairi, Matt Buys, Alice Meadows, Doug Wright, and the rest of the amazing ORCID “Class of 2015”; Natasha Simons, Adrian Burton, Clinton Watson, Stuart Taylor, Clifford Tatum, Patricia Cruse, Andrew Cormack, Crystal Schrof, Erin Arndt, Susan White DePace, Terry Law, Neil Thakur, Rick Ikeda, and many many more. Thanks for getting into the details with us and showing how open infrastructure CAN be done.

Allegro: Marathon | Rush

ORCID is as much about our values as the service we provide to the community. We care deeply about sustainability, in all its forms. “It is not how fast you go. It is more than the finish line.”  I am so pleased by how ORCID has developed and grown into an essential component of the global research infrastructure. There is global and cross-disciplinary adoption of ORCID by researchers. You, our members—funders, publishers, research institutions, and technology platforms—have implemented ORCID in hundreds of systems, making it possible for researchers to easily share their information with openness and transparency. The community and our team at ORCID together make ORCID sustainable. With our community as essential partners, I have confidence in the strength and resilience of ORCID and our continued progress toward realizing the vision we set out to accomplish: a world where all who participate in research, scholarship, and innovation are uniquely identified and connected to their contributions across disciplines, borders, and time. 

Credits and Acknowledgements:  Thank you to Veronique Kiermer for her service and mentorship as ORCID Board Chair, to Meg Buzzi for the right thing at the right time, to Tom Demeranville for defining “done,” to Sarah Hershberger for making financials flow, to Ivo Wijnbergen and Julie Petro for embracing the leadership firehose, to Liz Krznarich for making sure we keep thinking outside the box, to Angel Montenegro for being always an inspiration, to Brian Minihan for his malarkey as a fellow midwesterner, and to the entire ORCID team. Thanks to all of our Consortium lead organizations and tireless community managers. Thanks to Ben Brown and Carly Robinson and so many more for making the ORCID vision a reality. You all rock!

Coda: Even in the Quietest Moments | Supertramp

I have truly enjoyed working with all of you to foster the ORCID community. “Your laughter brings me joy.”  I have learned so much and am inspired by your commitment. You challenge us to be inclusive, to live up to our values, and to serve you with integrity and processes that ensure trust and transparency for years to come. It has been my pleasure and privilege to have been a part of the ORCID journey with you! 

As my symphony with ORCID comes to its end, the organization is starting its next one. My next part? I am taking a break to enjoy the music and explore the polyphony of individual, team, and community responsibilities and rights in collaborative change efforts. I am planning a new venture to help public good start-ups develop foundational principles and to guide organizations in adapting to and adopting virtual workspaces.  Stay tuned!

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Nominations Now Open for ORCID Board Elections 2021

Fri, 08 May 2020 - 18:17 UTC

I’m pleased to announce the start of this year’s search for dynamic and enthusiastic individuals from across the research community to join the ORCID Board. The ORCID Board fulfills a very important role in the organization’s governance by providing strategic guidance and oversight for the successful achievement of ORCID’s mission. More information is available in the ORCID Board Charter (PDF). 

Every year, the ORCID Board nominations process gives the ORCID membership a direct voice in the organization’s governance. The Board’s composition and annual elections are an important part of ORCID’s charter, and the election process is a fantastic opportunity to ensure that ORCID grows and develops in close partnership with its members. This year, we have a larger than usual number of current Directors transitioning off the board due to term limits and retirement, so we are looking to fill up to seven board seats.

As this year’s Chair of the Nominating Committee, I look forward to working closely with the other Committee members who represent the diversity of ORCID membership:

  • Alison Mitchell, Springer Nature (UK)
  • Salvatore Mele, CERN (CH)
  • Andrew Preston, Clarivate Analytics (UK)
  • Wen-Yau Cathy Lin, Tamkang University (TW)
  • Mohammed Baessa, KAUST (SA)

The role of the Nominating Committee is to select a ‘slate’ of candidates that is balanced and diverse, taking into account different sectors, regions, and skills, as well as the ORCID bylaws requirement that a majority of Board seats be reserved for not-for-profit organizations.  We seek to ensure the Board is representative of our community’s diversity. New Board Directors should ideally offer perspectives and skills complementary to those of Board Directors who will be continuing to serve next year.    

Board Directors must be from current ORCID member organizations, all of which are eligible to nominate representatives to serve on the Board. In addition, ORCID reserves two Board seats for researchers, irrespective of their affiliation. New Board Directors will serve for a period of three years, starting from January 1st, 2021 (the first Board meeting will be in February 2021). They are expected to attend each of three annual Board meetings and to play an active role in ORCID activities during the course of their term. Through 2019, these meetings were in person—across Europe, North America, and occasionally Asia.  In 2020, due to the current health situation, definitely one—and probably two—of the Board meetings will be virtual. In the current uncertainty, no decision can yet be made for 2021 and beyond. It's possible that more meetings will be virtual, but to the extent possible, a majority of meetings will be in person. 

To help achieve our goal of broad representation across sectors and regions, last year we introduced a Board Meeting Attendance Fund to reduce financial barriers to participation in Board governance. For more information about ORCID governance, please see the Board Charter.  Annual reports and other governance information is available on our Governance web pages.  

Please nominate yourself or encourage colleagues to nominate themselves to stand for election to the ORCID board using the ORCID Board Nominations Form. You can nominate yourself or (with their permission) another individual. Please be sure to tell us what strengths you would bring to the Board and why you’re interested in serving. We are looking for people with a broad range of skills and experience—including those who work in organizations which support research/researcher workflows, disciplinary associations, university research services, or research technology/profile platform providers—and have experience with the following areas:

  • Risk management, with legal, privacy, and/or IT focus
  • Finance and business modeling 
  • Marketing and communications 
  • Governance or board service with other organizations

In light of ORCID’s global footprint and departing Board Directors, we will particularly welcome applications from the Americas. 

More information about what we are looking for is available on the ORCID Board Nominations Form

We will consider all recommendations received by August 1, 2020.

The slate will be presented to the current Board for approval at our September meeting, after which it will be announced publicly. The community has the choice of either voting on the slate or proposing additional candidates (within 30 days of the slate being announced), in which case the election will become a plurality vote by candidate. To propose additional candidates, a group of 20 or more members must submit a nomination in writing to ORCID before October 29, 2020. Note that the group may not include more than one member per consortium (for specific details, see Article III, Section 2b of ORCID's Bylaws). We will send notifications and open the election by electronic ballot on October 29.

The full process is summarized below:

ORCID Board 2021 Election Key Dates
Date Activity May 8, 2020 Call for Board member recommendations August 1, 2020 Closing date for Board recommendations September 22, 2020 Nominating Committee presents slate for Board approval September 29, 2020 Slate made public October 28, 2020 Closing date for alternative nominations October 29, 2020 Voting opens November 30, 2020 Voting closes, results announced at virtual Member meeting January 1, 2021 Elected members start their term February 11-12, 2021 Board meeting, (provisionally in) London (UK)

We look forward to receiving your recommendations over the coming months. 

On a personal note, I have served on the ORCID board for many years and can highly recommend it. It is a very rewarding experience both personally and professionally. Fellow Board Directors and the ORCID staff are great people to work with and learn from, and helping ORCID grow, thrive, and achieve its mission is a worthy undertaking. I encourage people to consider nominating themselves or encourage a colleague or someone you think would be a good Director to nominate themselves. 

If you are thinking about nominating yourself but aren’t sure or have questions, please get in touch at nominations@orcid.org. Remember, the deadline for nominations is August 1, 2020.

Related:

ORCID Values in Practice: Announcing our Board Meeting Attendance Fund

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ORCID at the Yonsei University Medical Library: Improving researcher experience

Tue, 28 Apr 2020 - 11:20 UTC

In Korea, where the three most common surnames account for over half of the population, ORCID’s ability to mitigate confusion caused by name ambiguity is especially important, and highlights our values of global inclusivity. We recently had a chance to chat with Dr. Na Won Kim, Medical Librarian from the Yonsei University Medical Library, to discuss how their integration with ORCID has improved researcher experience by allowing easier maintenance of their ORCID record. 

Can you tell us a bit about your roles as a researcher, librarian and the main contact for ORCID at Yonsei University Medical Library?

As a medical librarian with the Yonsei University Medical Library, I am devoted to informing as many researchers as possible about the importance of ORCID. To increase participation, we are continuously explaining the benefits of ORCID through our library website service or via educational outreach.

ORCID is a tool for researchers to improve their individual research, but it is equally as important for policy makers—such as a university president or dean—to be aware of ORCID and to encourage researcher participation.

When and why did Yonsei University Medical Library join ORCID? 

Yonsei University Medical Library joined ORCID in 2018 to improve our research capabilities. Specifically we were looking for ways to assist our individual researchers in maintaining their ORCID records with their latest data. 

Can you tell us more about Yonsei University Health System Space (YUHSpace) ORCID integrations? 

YUHSpace is our institutional repository. The ORCID integration with YUHSpace helps researchers share thier information with publishers. It allows a researcher's thesis to be registered in the institution's research achievement system at the time it is published. Before we integrated with ORCID, researchers at Yonsei University didn't have a good system to maintain their academic information, they needed to collect all the information manually and uploaded it to our system, YUHSpace. In addition, research papers are updated by periodically linking them to the ORCID record of researchers who have delegated ORCID authority.

How would you describe overall awareness of ORCID at Yonsei University?

As many researchers are not yet familiar with ORCID, one of our goals is to increase awareness, which we do by providing organizational members with information at the university and library level as well as providing ORCID-related education at conferences.

What is unique about ORCID in Korea?

Beyond simply providing the required author information, we are committed to helping researchers learn about the benefits of ORCID. Many academic journals published by the Korean Association of Medical Journal Editors (KAMJE) are required to include ORCID information with their author profiles. Since KAMJE is also integrated with ORCID it is really beneficial that YUHS and KAMJE work so closely together on communications. 

What is your perspective on advocating for ORCID in the Korean community? 

It’s important to have a persistent, unique identifier tied to an individual’s research for search purposes, especially where there are a lot of common surnames, like here in Korea. ORCID’s goal of alleviating confusion caused by name ambiguity is especially important as Korean names are often redundant when they are written in English.

What do you see are the biggest challenges for research institutes like YUHS and for your community?

Many librarians are aware of the need for collecting, managing, and servicing research materials from institutional researchers, but it is difficult to connect to the actual services that support these tasks. 

To this end, the National Library of Korea selects 2-3 institutions every year to provide systemic assistance. With the help of Yonsei University Medical Library, it was also possible to establish an institutional repository, YUHSpace. Even with the help of system installation, however, the collection and management of research work is a labor-intensive task. Adding additional manpower—such as a library head—is an essential part of research management. 

What’s your favorite thing about ORCID?

Because all researchers’ profiles can be managed on one page, I think ORCID is a good tool to record research achievements. In addition, the ORCID  API helps library administrators address the difficulties of entering and managing research paper information. Researchers find that libraries not only provide reference materials for research, but that their research capabilities after publication are improved.

What three words sum up ORCID for you?

Improve Research Power!

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