ORCID US Community Showcase webinar #1

All right, so welcome again my name is Sheila Rabun and I am the ORCID US community specialist at LYRASIS and I provide technical and community support for institutional members of the ORCID US community and Joining us today We also have Eric Olson Community team specialist at ORCID and we have five guest panelists that I will introduce as we go We also have Jill Grogg on line with us from LYRASIS to help answer questions Please note that this webinar is being recorded and will be made available for future viewing So we’re going to start today with an overview of the ORCID US community followed by a big picture Look at the ORCID initiative globally our main focus for this webinar is to showcase current ORCID work at five ORCID US community member institutions the University of North Carolina at Chapel Hill, New York University, Boston College, Cornell University, and the University of Virginia. if questions arise during the presentation Please type them into the chat and we will make sure to address them towards the end of our time Once all panelists have finished presenting As a quick recap for those who are new to ORCID, ORCID stands for open researcher and contributor ID and An ORCID ID is a unique 16 digit number assigned to an individual to help with name Disambiguation and to connect the individual with a trusted record of their education and employment Affiliations as well as grant funding they’ve received and works that they have contributed such as publications presentations and more institutional systems can be configured to connect with individuals ORCID records in the ORCID registry to streamline data transfer and information sharing in the research and scholarly communication ecosystem The ORCID US community provides a national approach to adoption and integration of ORCID for non-profit research institutions in the United States with the goal of building a community of practice around ORCID in the US and Helping all institutional members get the most value from their ORCID membership The community was formed in early 2018 as a partnership between the Greater Western Library Alliance Known as GWLA, the Northeast research libraries (NERL) the big 10 academic alliance and LYRASIS These groups came together to form a national partnership to provide dedicated technical and community support for ORCID member institutions at a substantially reduced rate institutional membership in the ORCID US community is $4,300 per calendar year and includes dedicated support access to five ORCID member API credentials Monthly newsletters and statistics reports and participation in a growing community Developing best practices and sharing knowledge and research and scholarly communication management including access to the ORCID US Members Only discussion forum LYRASIS is the administrative home for the ORCID US community and any nonprofit Research institution in the US may join as a member of the ORCID US community regardless of existing commercial memberships More information and details about the ORCID US community can be found online at http://orcid-us.org This map shows the geographic distribution of our existing members And as of September 1st (2018), we have 102 members as you can see We have quite a bit more participation on the East Coast with plenty of room for growth on the west coast and across the board The majority of members are in the beginning stages of planning and development for ORCID adoption about one-third of our members have active ORCID integrations and about two-thirds are doing the planning and active development ORCID adoption and integration is an iterative process and with the new ORCID US community structure in place We’re on our way to building a community of practice to go further together with ORCID adoption at search institutions in the US Now we will hear from Eric Olson from ORCID who will give a big-picture overview of ORCID across the globe Thanks Sheila and as Sheila mentioned I’m the engagement at partnerships lead for North America’s in the US and Canada and focus on cultivating the communities in this area both in terms of just growing the Number of participating organizations that work with ORCID and other persistent identifiers as well as those specific integrations that Sheila is mentioned are growing in our region and and all across the Americas were growing very quickly and to the point that This image was prepared about a month or so ago, and we’ve seen a lot of growth even since then To the we’re at over 275 members actually now at this is the Americas Altogether and here we can see the breakdown of the consortium Ike the ORCID US community we have four total consortia in the Americas region 18 globally in The in the Americas we have the new york u.s. Community as well as the Health Research Alliance, which is a consortium Made up of nonprofit funders. Those are both in the US the ORCID Canada Consortium works similarly to how the ORCID US community does they have over 35 members in Canada And then they’re also also one in Brazil with five members currently And as Sheila mentioned it just in the consort of that there’s about 50 integrations that are either Completed or we’re getting near completion. That’s about half of the consortium members, which is a really good number and with many many more either in Development or about to launch which is this great growth in our region over the past Year to six months and just briefly mentioning the the membership by sector refers to where our members live since we have members all sectors of research and scholarly communication About 65% in this region 65% of those members are from research institutions like universities and labs and other research centers My slide here There we go and just a little bit more on the context of What ORCID is doing outside of the region and all around the world? We hit five point where I think we will hit five point two million IDs these are unique IDs registered by individuals This week which is a huge Growth over the past year year and a half. We’re at nine hundred and twelve members as of last week Globally, and again that’s members from all sectors Of research from funders and publishers and research institutions and In terms of integrations or 500 over 560 systems that have integrated Institutions that have have ORCID integrations and over 500 of those are unique systems Many that overlap but also many that are unique and were developed by those institutions for use in their Organizations specifically and the majority of our members joined through consortium ike the ORCID us community over I think we’re about 2/3 of them joined through the consortium and as mentioned before we got 18 of them currently and several more that we expect to be to launch within the next year And get the slide to advance here, oh, there we go. Okay, so I’m going to hand it back to you Sheila Thank you Eric, next up we’re gonna dive into our Case studies at our institution. So we’re going to hear from Barrie Hayes from the University of North Carolina at Chapel Hill Hello from North Carolina is hurricane alley folks as Sheila mentioned, I’m Barrie Hayes. I’m the bio informatics and research data librarian at UNC Chapel Hill I’m going to tell you a bit about The library’s activities as part of UNC ORCID integration so far So UNC initiated its ORCID integration in fall 2016 when the UNC Office of research decided to purchase an ORCID membership and ask the libraries to take the lead in ORCID communications and outreach to campus We formed an orchid team within the libraries and began our planning in early 2017 and then when the next budget year rolled around the office of research Purchased an ORCID membership through neural the no consortium and in the summer of 2017 Okay, so since UNC became an ORCID member so recently the integration path ORCID as having institutions followed has changed had changed from the beginning due to issues with duplicate ORCID records inadvertently being created orchid moved away from batch loading Researchers for ORCID IDs and move to this collect and connect model, which y’all are probably pretty familiar with so UNC and other members Institutions who will be talking here. I think have mostly set up locally authenticated ORCID portal pages that direct Researchers to connect ORCID to create an login if they don’t have one or connect their login their ORCID ID to their institutional ID or in our case the UNC ID and that connection process is facilitated by tokens that are passed in the transaction between the local institutions portal and the ORCID site so in communications and outreach about UNC’s ORCID initiative UNC is taking an opt-in approach We’re highly encouraging faculty staff and student researchers to use the UNC orchid portal to register for an orchid and connect their ORCID ID to UNC but we have no institutional requirements and We’re approaching this as a slow grow process and anticipate that as publishers and funders integrate and increasingly require orchid in their systems that researchers will will adopt ORCID and As UNC integrates ORCID into our internal research and identity systems Researchers will be increasingly incentivized to link their ORCID IDs to the institution Some initial partners in our efforts have been several units of our office of research Besides funding UNC’s ORCID membership the Office of Research published promotional pieces in their unit newsletters Including the newsletter that comes out monthly from our vice chancellor for researchers office Other initial key partners have been the unc scholarly communications librarians who have participated on the orchid Outreach team and help keep the team’s work connected to larger scholarly communication activities on campus All right my get away from that Key activities over the past 18 months have included Creating a timeline of or four ORCID at UNC implementation phases developing a communications plan as part of that timeline Reaching out to groups that can partner and help us in this effort Preparing talking points in several slide decks of different lengths for public services librarians to use in talking with faculty Updating our ORCID lab guide and other guides and web content related to ORCID Creating a one-page handout on ORCID at UNC which is linked to the ORCID lab guide Piloting the portal with a small group of researchers and refining the language and it’s activity accordingly And then also piloting the outreach materials on our library colleagues and refining accordingly So here’s a view of our implementation timeline in summer 2017 We became the member. We formed an ORCID outreach team, which had had which began preparations for ORCID outreach and integration in the fall of 2017 while ORCID , the ORCID portal was being developed Librarians integrated promotion for obtaining an ORCID in two presentations and consultations They were already doing so at that point we didn’t have the portal, but we were still promoting ORCID and then last spring we worked with the office of research and and Office of research information systems to promote ORCID through their newsletters as I mentioned and we launched the new UNC ORCID portal And announced it through those newsletters This summer in fall We’ve ramped up our outreach efforts to researchers and so far this includes integrating ORCID information and a hands-on signup session into our Responsible conduct of research course for early-stage researchers that went really well We added information about working at at UNC into new faculty orientation sessions conducted by librarians this fall we’re coordinating with the scholarly communications committee and thinking about events for the fall semester and how to integrate Orkut into those and we’re Scheduling with individual departments in schools to make brief presentations at faculty meetings With input from faculty we’re planning and we’ll be piloting sign up sessions similar to what we did with the RCR course With faculty and others on campus and then we’re also continuing discussions with the office of research and others like our institutional repository team about integrating ORCID into local research systems and the IR So well, we’ve had an ORCID team spearheading the libraries ORCID outreach planning The goal has always been to involve all of our public services Librarians and ORCID promotion and outreach and to that end the ORCID team has presented and discussed ORCID and the outreach and integration plans with UNC library staff and administrators throughout this process that Began with a brief announcement at an all staff meeting back in last last fall We conducted a connect a thon with the scholarly communications librarians For librarians and anybody else who was interested but it was largely targeted at librarians to get them engaged we’ve presented to a number of internal committees and groups of Involved with our public services units and We in Last February we had a dedicated meeting. Once the portal was ready for all public services librarians across the multiple UNC libraries to Educate them about the outreach effort and Provide them with the materials that we developed so that they could begin scheduling meetings and talking to their faculty So this is um Our ORCID swag we kept it simple with pens and pins The ORCID pens have our ORCID portal short URL on them and have proven to be a handy giveaway to help researchers get to the portal and create and Link their ORCID ID to UNC We’ve also asked the public services librarians that we educated in that session in the spring To wear their pins that we gave them when they meet with faculty The pins have actually proven to spark questions from researchers and others which has led to an opportunity to talk about ORCID and in several cases led to that researcher visiting the portal and creating and linking their ORCID to UNC These are some statistics that we have so far we Have not done as much out reaches we’d anticipated we’ve had kind of an understaffed staffing situation and But we’re coming back from that and we’re also looking at how to standardize how we gather stats about ORCID outreach across the libraries as of August 1st You can see we have five thousand three hundred seventy ORCID records that have a UNC edu address attached to them Most are not linked to the portal or internal the internal portal tracks how many people have links? their ORCID to UNC and at this point we have 156 And we hope to grow that a lot more this year In our Health Sciences Library We actually tracked our ORCID interactions this year and that gives you a brief synopsis of who we talked to And how many of them we talked to and our goals for this year are to as I said and significantly increase The or a UNC linked ORCID IDs count and standardize how we collect the ORCID outreach statistics across all of our libraries Then finally just say a little bit more about the team We have five light brands from across our libraries from the Health Sciences Library the main Graduate library Davis library and also our Kenan Sciences Library We’ve set up this office 365 Mailbox that anyone can mail to get to the team for with questions or assistance and that’s the link to our guide Thank you very much Great. Thank you so much Barrie Alright so next up we’re going to hear from Stuart Spore at the New York University Okay This is going to be a somewhat divided This is going to be a somewhat divided presentation I’m at the Medical Center and NYU’s quite a large institution. So I reached out to Nicholas Wolf down at Washington Square and he provided me with some slides for their parts of the their ORCID initiative Any mistakes I make in presenting are mine and not his basically we have Washington Square campus is large 50,000 students hundreds of departments schools Institute no centralized authorities doing and taking control persistent IDs or Anything like that making for a very challenging environment. Just lots of people and not much social control Nevertheless, they have been pushing through Drop-off basically reaching out to the research data management classes through One-to-one outreach that sort of thing and have been Reasonably effective. I think at getting people to at least be a waiter of what work it is We don’t have any Statistics for how deep the penetration is or like that The Med Center on the other hand is More a smaller group of people about 7,300 active faculty we have a sophisticated database of faculty publications where we actively attempt to manage To track everything our faculty publishes. We don’t quite reach that but we try We’d have an intense interest because of that faculty publications database in improving author faculty name matching ORCID iDs our main, hope in the long run of Making that really work seamlessly We’d also interested in harvesting publications by ORCID ID to feed that in-house debt So we’ve been doing a lot of jawboning to every time a Faculty member has a new publication added to the faculty database they had a message and if they haven’t already joined ORCID they are urged to repeatedly we’ve done two mass mailings nudging the faculty to join and It’s been reasonably successful as of today about 28% up our Faculties but close to 50% of the faculty who published in the last three years Harvesting for more using market is still a sideshow we’re hoping that more and more publishers and databases will start making the ORCID the integral part That’s not happening in a Complete way but it is beginning to happen and That’s pretty much the story. I’d be happy to answer these questions. Anybody has them at the end. Thank you Great Thank You Stuart Next up. We will hear from John O’Connor from Boston college Okey doke, let’s see. Oh, okay. Here we go. I’ve got it now Hi everyone, my name is John O’Connor. I’m from Boston College. I’m the scholarly communications librarian here and along with Kimberly Kowal we have Run the ORCID implementation at Boston College our Implementation has looked very similar to UNC Chapel Hills which is good because if you listen to everything they did we did it as well for the most part and You are caught up to where we are so the one thing that I want to show off here is Our faculty annual reporting system, which is faculty 180 or data 180. We use those terms interchangeably And this is what it looks like at Boston College And I want to show how Faculty members can use ORCID to pull works from their ORCID profiles into their annual reports, which makes filling them out much less of a hassle for them Which is really the primary carrot that we use when we go to faculty and ask to create or connecting working so this is the system and what they do is when they log in they see this screen and they’ll go ahead and click on that Vitas and biosketches Link there and that just sends them to this page here and you can see here that there’s this creator connector ORCID ID and if they click that They’re taken to this page where They can either sign in to an ORCID if they’ve already created one or they can create one from here as well But most people who are using this have already created an ORCID and essentially what this is asking for is faculty 180 that software to be able to See and pull information from their orchid profiles in addition. They can click this institutional account log in here and that allows them to log in to their orchid using their Boston College credentials So rather than having to remember a separate email address and password for ORCID. They just remember their single sign-on from Boston College If they already sign into that sometime in the day, then then they’re always signed in to ORCID So let’s say that they go and sign in They’re presented with this screen one time and one time only giving faculty 180 the right to read their profile. They click authorize And that’s it. So you can see here. They’ve they’ve got an ORCID ID sitting in Faculty 180 and from here, they would go and they would click import and They can see you know It’ll show them it’ll show a list of all of the works that are on their particular profile in case in this case There’s just one on my profile and you can see here. They can choose to click sort of one or just a few This is another good example Where they could choose to import employment history, which we do ask them to collect educational history They can import some or all or just a few And they would import the selected ones They’re going to get essentially what looks like confirmation and they’ll click Save And then you’ll see this successfully added result And so it’s already imported and it’ll stay imported into the Faculty 180 system forever so for example if an article I don’t know for some reason the abstract were to change or something like that at the journal title would change Which does happen on occasion those sorts of things would be updated year to year to year so the annual reports and it’s good because in previous years we’ve gotten some pretty Questionable data when faculty have entered these things themselves But when we get to pull them directly from ORCID profiles then obviously we’re getting sort of verified metadata So that’s all that I have and and I will go ahead and turn it back over to Sheila Excellent, thank you, John Next up. We are going to hear from Simeon Warner from Cornell University Hi Sheila, hi, everyone I’m Simeon Warner. I’m director of library linked data and repository architecture at Cornell University Cornell is a founding member of ORCID and we’re committed to the ORCID vision where we have a world where all who participate in research scholarship and Innovation are uniquely identified and connected We believe that is good for research and scholarship itself. It’s also well aligned with a number of library goals and we hope that By connecting systems and reusing data, we can eventually help reduce effort or researchers For example as we just heard in the Boston presentation The library at Cornell is Not very directly involved in the collection of faculty assessment data, but we hope to help our colleges I’m going to talk about two things first a brief diversion into ORCID at arXiv.org which is of course run and operated by Cornell University and now I’ll talk about Things within the library so going back to arXiv we introduced local author identifiers in the pre or ORCID era which seems a long time ago now back in in 2009 and We thought we were going along pretty well with something like 15,000 local author IDs Created claimed and reconciled in the first six years. That’s about two and a half thousand a year Somewhere in early 2015 and I noticed the time axis appears cut off on my slide here We introduced the ability to instead connect to an ORCID ID and that’s the switch over from the big blue portion of that graph to the green portion You can see here in early 2016 There was a green portion going up very rapidly And I’m pleased to say that that initial Rapid adoption of ORCID has continued to this date so archive now about 53,000 Author identity connections to ORCID IDs, which is a growth for about six thousand a year when I think that shows some sort of understanding among the archive user community that a Universal identifier when they’re going to use in many systems is rather what better than just a local identifier So archive has now Essentially deprecated the local identifier and relies instead on an ORCID based identifier where for example, here’s my author page on arXiv which Lists directly the articles associated with me on arXiv.org and of course links off to my ORCID record Which might have a larger set of records elsewhere So now ORCID at Cornel excluding arXiv I think as we’ve seen before in Earlier presentations we have a libguide as the primary entry point for our patrons regarding information about ORCID it attempts to outline the benefits give a a number of how to instructions and provide a contact point which goes to a Set of people to help answer questions I’ll note in passing that several years ago We implemented an ORCID connection for the VIVO researcher profile system This code is still part of the VIVO code base and is used other institutions But at Cornell we’ve moved away from a self edited VIVO instance. So it’s it’s not currently live where we are As I said We don’t within the library Directly work with the collection of faculty reporting information But that’s instead a responsibility of the colleges of Cornell. We’ve been working with the College of Agriculture and life sciences To help them use ORCID as part of their fact would be reporting This tied to work we did to use the ORCID Connect program to connect our local identities what we call net IDs at Cornell by our our institution wide Shibboleth login to ORCID So we have some instructions here as part of our libguide and I’m just going to run through Some of the elements that are perhaps slightly different from the slides. We’ve already seen on institutional connection So just a View of the status so far if we look at the Total number of ORCID iDs the green line at the top Connected to a *@cornell.edu email address. So that includes the medical school as well as the college at in Ithaca We have around 6000 ORCID IDs with a Cornell email we have approximately 631 Associations through this authenticated workflow with the central identity System, these are mostly I’ll just might typo they’re within the College of Agriculture and life sciences and the library Which I think is a clear indication that without direct promotion these being the two places where we have done a lot of promotion work There will not be a huge amount of uptake The process that we have to make this connection and record it within our system follows the usual institutional login that we’ve already seen but when that institutional login has gone through The ORCID profile that the researchers then logged into shows this big yellow box offering the opportunity to connect Hopefully they will click on that At which point they get the familiar permissions granting screen now All we’re asking for is the permission to get and record the ideas part of this workflow We are not updating the individuals ORCID records hopefully this is not scary and they will accept and Then they will be taken back to a page on the central identity management website Which says that? yes, we have stored your ORCID associated with your single sign-on at Cornell and Talks about how it can be used Once this has been completed the individuals of ORCID ID is available via our LDAP directory as an eduPerson ORCID attribute and also potentially available Through the InCommon Federation, although I don’t believe that any service is actually using it yet so that we can say query to get all the ORCID associated with our faculty connections There’s a back-up plan here in that perhaps when the researcher first logs on and makes this connection or Train makes the institutional login. They don’t go through and follow through with connection at that point ORCID will send an Update which appears in the ORCID inbox and will potentially generate a notification Asking them to connect and if they were to connect click on the connecting link there That would take them back to the workflow at a later date. So it allows us to potentially Help make that connection if it hadn’t been made And I think oh that looks like that someone else is already Okay, thank you Excellent, thank you Simeon and Last but not least. We’re now going to hear from Sherry Lake from the University of Virginia Thanks Sheila. Hi. I’m Sherry Lake I’m the scholarly repository librarian here at the University of Virginia and we implemented or integrated ORCID on two of our open Repositories. We have a an ETD electronic theses and dissertation Repository as well as an open repository Both are running on an older version of Samvera formerly Hydra platform and So when what we’ve done is we’ve actually integrated the ORCID button and the ORCID connection Through a user’s dashboard So when a UVA authenticated user logs onto one of these two systems They see their dashboard and unfortunately, my little circle has ducked below the button, but there is a connect or Create your ORCID button right there on the dashboard Where they can do that when they first log in or anytime So if I user at UVA Comes in and wants to create or connect their ORCID to our repositories They click the button and they get the ORCID sign-in or ORCID register. One of our repositories is electronic theses and dissertation repository where all Graduate students who have degrees that require a thesis or dissertation they are required to deposit through these is a dissertation and our repository and most of those grad students actually do go through this process and Register for an ORCID for a first for the first time. So it’s really exciting that these young professionals are starting out their careers Getting their ORCID ID So once either sign in or register here at UVA we actually are asking them to Read their limited information, but we are also asking for permission to update their ORCID account Anything that is deposited in one of those two repositories and made publicly available we then send that metadata on to ORCID and this is giving in this case the institution the University of Virginia institution Through the permission to Send things to ORCID. I mean sort of made it broad. We weren’t saying this repository or that repository Because we hope to add a data repository and other repositories or maybe a different Type of repository and we didn’t want to have to go back and get new permissions So we just made it generic at the University of Virginia So once once they’re connected They their ORCID ID appears there on their dashboard and they get a confirmation message that the ORCID account was successfully linked so now UVA we have their Token so we can when they publish on our repository update their ORCID record Just going backwards, okay so this sort of busy screen what it’s actually doing is this is their dashboard and you can see here a mixture of Works that are private and if you look under the ORCID status column, it’s blank because It’s private. We have not said anything to ORCID The next ones in the lists a visible worldwide. Those are totally made publicly available and when they were made publicly available our system Sent the metadata onto ORCID to their ORCID account and we actually added a status here that says well this item is now in ORCID if ORCID is down or ORCID takes a long time to Contact or talk back to our system. We have various other statuses here We have email Libra means something went wrong. We’re not sure the word “pending” could also be there if ORCID taken a while to answer So we were trying to update the status and let the user know Where the ORCID integration actually is If a user or a researcher Has not connected their ORCID so that the ORCID profile box still has the little button to connect at any time a Faculty member or user can select that button and connect at later on When they come back to their dashboard any public item that was not sent because the connection wasn’t made will automatically Get sent once that connection Authentication through ORCID it is made So we so it’s it’s a matter of if they’ve done but for things made publicly available Forgot to put the little button. They can always come back and click the button and connect in anything that’s in our repository The ORCID doesn’t have, we’ll send it on their way We also Show the ORCID IDs on our public record, so if either has authenticated and Connected their ORCID with a repository Then whenever you see that author appear on any of our repository items the ORCID ID appears and the and the record that the public record So we’ll show you unknown actually showed the opposite end. So I’m going to show you the behind the scenes On the ORCID side. This is what I researcher would see on their ORCID record. They would see Which which items have come from the University of Virginia So those the items that they have made publicly available in our repositories that we have sent on to ORCID you may notice that the second and third item here have more than one source the University of Virginia we also assigned DOIs to every record every item and if a researcher on their ORCID account had gone in and done the export from DataCite They would get duplicate records. And of course ORCID lets you choose which Record you want to be the preferred source whether you want the data cite? source, which is my second record here to be The preferred source or if you want the third one here University Virginia is my preferred source, so it’s okay to have duplicate records in ORCID and this is how I research ur can actually deal with those I wanted to point out that our The ORCID is actually What we call a micro service at the University of Virginia. So is our DOI generator the the micro service that talks to ORCID and to our Repositories are separate from our repositories the DOI also is that way we can make use of this ORCID Integration talking to ORCID handing off metadata authentication Independent of any any software so if we ever decide not to use our Samvera or to go to a different platform We would just take out the repository server the new one end and hopefully the ORCID Integration would still work because of the the micro services That’s all from the University of Virginia, thanks Great Thank You Sherry and thank you again to all of our panelists for these great case studies So to wrap up real quickly, I would like to just point out some of our ORCID u.s community resources that are available online As I mentioned previously the ORCID US community website is available At http://orcid-us.org and there you can find more information about the community membership and additional resources and We also have a listserv that is open to anyone you don’t have to be a member of the ORCID US community to join the ORCID us listserv and That listserv link is available from the website as well and as I mentioned also, we have a members discussion forum, so if you are a representative from one of our member institutions And you can join this members discussion forum where We’ll be sharing information and best practices and we also have a Twitter account So, please feel free to follow us @USconsortium and stay tuned for more announcements there as well And I do want to also mention that the recording of this webinar and the slides will be made available Shortly after we finish today Everyone who registered will receive that Those links and we will also be putting a link to the recording on the website So I think now it’s time if anyone has any questions please go ahead and type them into the chat and We’ll give you a few minutes to do that typing and see if we can answer any questions We still have plenty of time on our schedule. So please do not be shy and type in some questions All right so I see a question coming in if an institution does not have any systems to integrate or The ability to do so, what are the benefits of institutional ORCID membership? So one of the primary benefits of membership is the ability to integrate your systems With with the ORCID registry and be able to do that communication so But you don’t necessarily have to be a member to Do the kind of outreach To your faculty and students and affiliated researchers to encourage them to create And use their ORCID ID But as time goes on we’re seeing more and more Vendor systems for example Building in support for ORCID functionality and in those cases if you are using a Vendor system that supports ORCID you would need to become an ORCID member To get your API credentials to plug into that system and turn on the functionality So it really does kind of depend case-by-case On what systems you’re using and if you would like to Get kind of a more in-depth consultation on the specifics of your institution you can feel free to Send us an email and we can work with you on that Let’s see, we’ve got some other Questions here. Oh is it safe to assume that UVA does not use the ProQuest ETD filing administrator That is correct UVA the library nor the departments Use the ProQuest at all if a student wants their Dissertation or thesis in ProQuest. It’s all on the student to actually get that in so that it’s not a requirement From their department or school and the library does not do that. That’s true Okay, next question for the initial setup as with the first speaker how long a timeframe should be planned for doing? The pre public work at a large research university. So in terms of Getting all the stakeholders together and doing planning for For launching maybe an outreach initiative and figuring out first steps with the integration Do any of our panelists have advice on time frame for that? This is Barrie from UNC I can speak to what work seemed to work well for us We as you saw from the slides took about a year to do our implementation taking basically a semester to do planning and preparation and then through the summer and then Building the portal in the fall and then so the following year Launching the portal and beginning sort of public outreach. I think Through that year. You can be building those relationships With key stakeholders on campus who would be helpful to help you with that outreach and promotion effort on campus such as tenure and promotion Committees and that sort of thing Great thanks. Thanks Barrie Um, oh I see it a question that I had skipped over previously What is the best sequence of implementation in your opinion? What would you do first second third, etc if you had to do it over again any Panelists want to jump in on the recommended Sequence of implementation looking back over your experience Well here here at UVA, I’ll just sort of jump and we took the technical approach Because we didn’t have the capacity to do any outreach so we knew we had our graduate students who required to put into our repository We had their attention. So we were sort of started with that with the technical Abilities and now we’re gonna do the opposite and do outreach. So that was just how it works for us Great does anyone else want to chime in on that one? This is Simeon from Cornell and I think the answer to the question is probably strongly dependent upon the environment I think in all of these things the hardest message is always to the researchers about why they either have to or should be incentivized to do what you’re asking of them because they’re always very careful of their time so I Think perhaps the biggest gating function is to think carefully before contacting them about what you’re asking and the explanation of why you’re asking it Great thanks Okay, so next question I’m at a small teaching focused institution I’ve had a hard time selling an institutional membership to our office of research and sponsored programs who is recommending academia.edu to faculty What ideas do you have for explaining why the cost is worth it? So with this question about essentially upselling The institutional membership to your institution There are resources available online kind of Explaining and doing that kind of internal outreach to your internal stakeholders But essentially do any of our panelists want to jump in there because I can just keep going But essentially in terms of those kinds of ideas showing like we show today in this webinar examples of other institutions that are ORCID members and that are using ORCID actively at their institution Can be a good starting point a big point about using the ORCID member API is that you can have the ability to access information That researchers might have on their ORCID record that they’ve set to trusted parties only so it’s not necessarily public Information but if your institution was to connect with them, your institutional systems would be able to read that information Your institution would be able to have control over the way the institutional name is appearing on ORCID records And there are a list kind of other points that that can be used to essentially explain the benefits of membership to To your your internal stakeholders, and if you go to our orcid-us.org Website on the membership page you can see a bulleted list Of the benefits that come with membership and any more detailed or nuanced questions specific to the context of your institution I can help you answer those if you send an email to [email protected] But I do also want to mention on that question that Joining as an ORCID member through the ORCID US community Because we have such a large number of institutions. The membership fee is the lowest possible Fee for becoming an ORCID member So that is a plus All right let’s see have any of the campuses received negative feedback from faculty about registering for an ORCID ID and What are their objections to registering? Any one’s in the panel? This is Stuart at NYU I can respond to that I think the answer is no nobody has complained there are a lot of people who haven’t followed through and We can’t look into their minds and see why they haven’t followed through but I can’t help that I’m handling Very demanding grant and publication and research Thanks Stuart does anyone else on the panel have something to share regarding potential negative feedback from faculty about using ORCID This is Sherry I guess one one thing that comes to my mind is that we are actually are not making them use ORCID So by doing the outreach, you know, you’re encouraging them. So I think It’s just one less thing that they have to do but it’s a good thing to do So maybe it’s the way that we’re presenting it That’s helpful Good point. Thanks, Sherry This is Barrie from UNC. I would chime in on Sherry’s point and also say that UNC is doing it the same way sort of opt in But what we have received our questions and it sort of alludes back to the former question about using academia.edu We have a large number of our faculty who are already using Google Scholar. For example and I think one of the strengths of ORCID that Google Scholar Doesn’t necessarily have and I’m not sure about academia edu. I’m more familiar with ResearchGate, but it’s the Goal of orchid to be authoritative in terms of validating Both the researchers identity have the institution validate their affiliation Have the publishers or the the publication holder validate? The publication listing that’s in that record as opposed to an account. That is Pulling things off the web or in other ways not necessarily Doing it the curation I guess to validate that a particular work is associated with a particular person and That to me seems to be one of the strengths of ORCID over other systems like that Anyone else this question You know, I’ll just say that there’s the Simeon from Cornell in some earlier iterations of material was distributed to the quality of agricultural life sciences faculty I think there wasn’t enough to explain what they were going to expect especially with the process of the connection with our login there’s this idea of getting bounced backward backs or forwards between ORCID and our local identity management site and I think screenshots proved to be very useful in sort of this is what you should expect You know don’t be scared. This is this is what will happen. And I think that was very helpful Okay now we do have a question directly for Cornell So Simeon and integrating with net ID Shibboleths at what point Did you bring your identity management people on board with the ORCID implementation planning process? So we had already done some other work with ORCID notably the arXiv work early on But as soon as we had the idea that this might be a possibility We started to have a discussion with them. We really weren’t sure What their reaction would be so we really posed it initially as a question, you know, is this something we should think about it turned out that actually they were What supportive? They were also helpful in having a sort of three-way conversation between ORCID technical staff the library and then too understand exactly what was going on as this was being developed So early is the answer And now we have a question for the panelists and We’re wondering if any if anyone is actually asserting institutional affiliations regarding either employment or education We did see that University of Virginia is writing works information publication information to ORCID records But is anyone writing education or employment information to ORCID records? This is John from Boston College We do write employment information to records But incredibly broad we only write That they work for Boston College and that’s more or less it we had discussions about Writing things like titles and departments or even hired a it and Sort of decided not to do that just because of how politically sensitive those things can be especially things like title Those can you know people can consider themselves one thing and and even though in an HR system? which is where we’re drawing our information from There’s something else People can consider themselves and you know to be in multiple departments How do we manage? Things like visiting faculty that are you know, maybe only here for a year and just happen to use our system Would we really consider them? You know employees in that sense I mean certainly for that year they are but would we want to differentiate them and stuff in some way? So essentially we basically just write That they work for Boston College. That’s it We would like to write Education as well and that’s sort of on the roadmap, but just have not gotten there Thank you, John Would anyone else like to speak to this question Okay, are there any further questions at this time Okay, there’s a Comment about I Understand that it is very difficult to wean people off ResearchGate for example the difference we communicate to faculty is that there are no Preservation components to those commercial proprietary systems that can disappear at any point and don’t necessarily have academic values Okay Yeah, ResearchGate has has come up a few times and ORCID is is different from research gate for sure So if I may add I think also Academia.edu and research great are tackling only one part of the big picture a key differentiator of ORCID is that it’s an identity intended to travel through work through workflows in the scholarly world so it’s only an ORCID ID that will be asked for when a researcher submits to a journal and Will then automatically flow through the publication process be registered in the CrossRef database and then automatically ensure an accurate recording of that article with the researcher without any further work and I think we’re only just beginning to see The benefits of that workflow, but the fact that ORCID is engaged in these workflows is really a key differentiator Good points. Thank you Any additional questions Well if questions do come up like I said, feel free to send an email to this email address that you see here on the Slide and we can make sure to to answer your questions And also again on our website we have a get involved page that that lists the ORCID us listserv and also Other upcoming webinars and and events and things that we have going on. So definitely check that out And if if there are no further questions Then we can go ahead and conclude and I would just like to again thank all of the panelists and Thank all of the attendees as well and We will talk again maybe at a future Webinar, so thank you everyone and have a great day

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