Outreach Resources

Contents

  1. Three-phase ORCID communications toolkit
  2. Phase 1: Building anticipation
  3. Communications tools for phase 1 (anticipation)
  4. Phase 2: Engagement with ORCID (action)
  5. Communications tools for phase 2 (action)
  6. Phase 3: Ongoing ORCID brand recognition, and reinforcing key messages (awareness)
  7. Communications tools for phase 3 (awareness)
  8. Resources toolkit
  9. Other resources you may find useful

Get the word out about ORCID!  To support your outreach efforts, we've created an ORCID communications toolkit and a variety of resources to accompany it.

This three-phase (anticipation, action, awareness) communications toolkit can be used out-of-the-box, or modified to suit local needs. All materials are CC0-licensed and may be re-used and customized as required.  Are you planning a communications campaign, or arranging an event? Please contact us if you need help or would like to discuss some ideas.

Three-phase ORCID communications toolkit

  1. Building anticipation about ORCID

  2. Engagement with ORCID (action)

  3. On-going ORCID brand recognition, and reinforcing key messages (awareness)

1: Building anticipation

Goal: initial ORCID education for researchers, and letting them know that action will be required of them soon.

Start with a clear agreement within your organization about which integrations are available to your researchers, and how you want researchers to interact with them. For example, if you are a university library and you are collecting your researchers’ affiliations, please encourage your researchers to (i) create an ORCID iD if they have not already done so, (ii) connect their ORCID iD to your institution and grant it permission to access their record as a trusted organization, and (iii) receive a validated assertion of their current affiliation with your institution on their ORCID record.

Use a combination of methods to bring ORCID to researchers’ attention, convey basic information about ORCID, and let researchers know that they will soon be expected to create or connect their ORCID iD to your institution.

Communications tools for phase 1 (anticipation)

  • Information bulletin in staff news and research services newsletters

  • Blog post

  • Webpage content to add to webpages or LibGuides

  • Distribution of ORCID-branded swag, especially to department chairs and other leaders

2: Engagement with ORCID (action)

Goal: researchers create or connect their ORCID iD to your institution, and give permission for your institution to be a trusted organization.

You have raised awareness among your researchers of ORCID and its benefits, and now this is the action phase where you want them to perform a task: registering or signing in to ORCID, and making your institution a trusted organization.

In this phase of the campaign, your messages and events give researchers a call to action and help them to act on this call.

Communications tools for phase 2 (action)

  • Email to researchers

  • Faculty drop-in events

  • Tie-in with on-campus events, such as Back to School, OA Week, etc

  • Introduce an element of competition by keeping a leaderboard of participation by department, or organize a prize draw (with ORCID-branded merchandise as prizes!)

3: Ongoing ORCID brand recognition, and reinforcing key messages (awareness)

Goal: researchers know when to expect to use their ORCID account, recognize ORCID branding, and can explain how re-use of their ORCID iD benefits them.

Now that your researchers have registered for ORCID and connected with your institution, researchers can re-use their ORCID account with other research systems, giving permission for their data to be accessed and updated in order to achieve the time-saving and trust-building benefits of ORCID. The best times to run such campaigns are in the run-up to deadlines for publications and grant applications, and during periods when researchers are more likely to be engaging in other scholarly communications campaigns and events, such as Open Access Week, Peer Review Week, and professional development activities at your institution.

Use promotional materials and messages to (i) raise researchers’ awareness and recognition of the green ORCID iD icon, (ii) remind them to sign into their ORCID account when they see the iD icon, and (iii) remind them of the benefits of using and developing their ORCID account, including granting permission to trusted organizations to access and update their records (benefits of correct attribution and increased recognition for all their research activities, and automatic updating of information when they give permission for this to happen).

Communications tools for phase 3 (awareness)

  • E-poster deployed as a desktop background or screensaver

  • Institution-wide encouragement of ORCID iDs in email signatures

  • Presentation/workshop

  • Mention ORCID in blog posts about applying for funding

  • Mention ORCID during scholarly communications events and presentations

  • Distribution of ORCID-branded swag and free downloadable materials at scholarly communications events and presentations

Resources toolkit

  • Content for email, webpage, information bulletin, blog post (anticipation phase): you could add the ORCID iD icon or ORCID member logo to this content, and refer to ORCID blog posts, such as: Six Ways to Make Your ORCID iD Work for You!, What's So Special About Signing In?, and ORCID: We won't be sold (ORCID principles, business model, and governance)

  • Content for email, webpage, information bulletin, blog post (action phase): you could add an ORCID graphic to this content

  • ORCID-branded merchandise: use the ORCID iD icon to create your own ORCID-branded materials -- and let us know about them! You can also use the free downloadable artwork for bookmarks, flyers, posters, and banners, and can order pens, mugs, drink coasters, stickers, and more from CafePress. Or create your own items - from cookies and cupcakes to pop-up banners!

  • Drop-in event: in researchers’ social spaces during coffee breaks, with staff assistance and computers available so researchers can register or log in to ORCID and make the trusted connection straightway

  • E-poster: use this as a poster, desktop background, or screensaver

  • Presentations: this presentation includes information about ORCID, short quizzes, and workshop activities. Please select content according to how long you have, what is suitable for your audience’s level of knowledge, and if you want to include practical tasks. Further workshop activities could include logging in and adding content to specific section(s). Use ORCID-branded merchandise as prizes to encourage participation in the quizzes!

  • Free downloadable materials: flyers, bookmarks, and banners

  • Knowledge Base user support articles: Welcome to ORCID

  • ORCID videos, including What is ORCID? and Why ORCID?

Other useful resources