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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. 

Blog

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:

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