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ORCID and the UK National PID Consortium
In this special guest post, Alice Meadows, NISO's Director of Community Engagement, shares a new initiative by Jisc to explore the establishment of a 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.
Institutional ORCID Endorsements
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.
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 email@example.com.
ARTiFACTS and ORCID: A Trusted Partnership Expanding Scientific and Academic Research Output
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.”
Announcing ORCID's new Certified Service Provider Program
ORCID at the Yonsei University Medical Library: Improving Researcher Experience
The New Finnish Research Information Hub Provides a Comprehensive View of Finnish Research
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.
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: firstname.lastname@example.org
The Search Is On for ORCID’s New Executive Director
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 email@example.com. 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 firstname.lastname@example.org.
ORCID operations and accounts payable: Contact email@example.com.
From the Board Chair: Leadership Transition at ORCID
Ch-ch-changes: Part 2