Cultivating ORCID: five years of growth and planting new seeds
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A presentation from Jisc's UK ORCID Annual Meeting 2020.
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Cultivating ORCID: five years of growth and planting new seeds
- 1. UK ORCID Consortium members webinar 2020Service Update orcid_uk
- 2. Overview Annual members day event 2020 – Jisc UK ORCID Consortium2 • The team • What we do • Integration and growth status • Interactions with the PID landscape • 2020/21 priorities • Upcoming webinars/streams • Plans for celebrating 5 years of the ORCID consortium
- 3. Jisc ORCID support team Annual members day event 2020 – Jisc UK ORCID Consortium3 Monica Duke Adam Vials Moore Technical support and community engagement Front line support team
- 4. Supported by the wider team Annual members day event 2020 – Jisc UK ORCID Consortium4 Additional support for • Jisc Collections help desk and licencing • OA development team • Service management • Coordination with wider activities • Communications and events planning • Legal, policy and security advice • Help desk infrastructure • Technical coordination/input Balviar Notay: Scholarly communications service manager Bill Hubbard: Head of Scholarly Communications Support.
- 5. UK ORCID membership Jisc - UK ORCID 2019 members day5 98
- 6. New members 2019 and 2020 Annual members day event 2020– Jisc UK ORCID Consortium6 2019 University of Bolton University of Brighton University of Northampton Francis Crick Scotland’s Rural College SRUC Teeside University 2020 University of Buckingham Edge Hill University University of Wolverhampton Liverpool School of Tropical Medicine Royal College of Art
- 7. What we do…….as a support service Annual members day event 2020 – Jisc UK ORCID Consortium7
- 8. 19/20 activity/focus Annual members day event 2020 – Jisc UK ORCID Consortium8 Responding to requirements: • Over 220 tickets through help desk between 06/2019 and 04/2020 • 1:1 with members • 2 Regional Meetings – direct response to members requests for shorter, more focussed participation [including online pivot] • Case Study released: ORCID in RDM workflow with Cambridge • Webinar: Symplectic Integration • Worktribe survey • Representation at consultations/events and feeding into PIDs initiatives
- 9. UK ORCID Community Forum Annual members day event 2020 – Jisc UK ORCID Consortium10 • Neil Jefferies, University of Oxford • Nick Sheppard, University of Leeds • Ruth Harrison / Robyn Price, Imperial College London • Renata McDonnell, University of Kent • Lisa Haddow, University of Stirling • Damon Querry, University of Edinburgh • Paloma Marín-Arraiza, Gabi Mejias, Paula Demain, ORCID • Monica Duke, Adam Vials Moore, Andrew Cormack and Balviar Notay, Jisc
- 10. Annual members day event 2020 – Jisc UK ORCID Consortium11 Integration status by first quarter of 2020
- 11. Integration types by system used Annual members day event 2020 – Jisc UK ORCID Consortium12 Integrations Complete PURE 28 Symplectic Elements 27 Custom 11 Other Haplo 3 Converis 1 OJS 1 Worktribe 1 Eprints 15 Haplo Repository 3 Other 3 Pure 28 Symplectic Elements 27 Custom 11 Integrations by system type
- 12. Integration progress compared to 2016 Annual members day event 2020 – Jisc UK ORCID Consortium13 2016 2020 Complete integrations 20 87 Number of members 45 98 2016, 20 2016, 45 2020, 87 2020, 98 0 20 40 60 80 100 120 Complete Integrations Number of members
- 13. UK ORCID growth Annual members day event 2020 – Jisc UK ORCID Consortium14 Records with ac.uk email address on ORCID Record by Q1 2020
- 14. Integration progress depends on..... Annual members day event 2020 – Jisc UK ORCID Consortium15 …. infrastructure progress • Example: Symplectic additional features • Example: eprints plugin • Driven by the community using Jisc as a voice • Eprints plugin recognised internationally by ORCID for "Excellence in Investing in Supporting Infrastructure"
- 15. PID activities Annual members day event 2020 – Jisc UK ORCID Consortium16 Adam Tickell Report – government's recommendation for PIDs: “Jisc to lead on selecting and promoting a range of unique identifiers, including ORCID, in collaboration with sector leaders with relevant partner organisations. Funders of research to consider mandating the use of an agreed range of unique identifiers as a condition of grant”
- 16. Responding to Tickell Annual members day event 2020 – Jisc UK ORCID Consortium17 Persistent Identifiers are key to the Scholarly Landscape • Jisc is therefore leading the formation of a national PID stakeholder network A consortium effort is required to ensure a coordinated approach • Held a joint ORCID Consultation • Will input into the Open Access Review (closes 29 May) Working with the UKRI and other funders
- 17. Priority PIDs Annual members day event 2020 – Jisc UK ORCID Consortium18 Five Priority PIDs were identified for immediate action via extensive community consultation: Based on a combination of value and viability they are: • Identity – ORCID • Works – Crossref/ Datacite DOI • Organisations – ROR • Grants – Crossref GrantID • Projects – Research Activity ID (RAiD)
- 18. How will this be achieved? Annual members day event 2020 – Jisc UK ORCID Consortium19 Actions – improvements will be realized by: Benefits analysis Governance group Sustainability Taskforce Targeted interventions
- 19. PID Activities Annual members day event 2020 – Jisc UK ORCID Consortium21 • Projects: RAiD (Research Activity ID) - https://www.raid.org.au/ • RAiD is an identifier for research projects and activities. It is persistent and connects researchers, institutions, outputs and tools together to give oversight across the whole research activity and make reporting and data provenance clear and easy. • RAiD to push open metadata to ORCID records. •Research Organisation Registry (ROR) - https://www.ror.community/ • Stakeholder meeting day before PIDapalooza and promoted in sessions. • Using Digital Science’s GRID database for new registry. • Four organisations in steering group – CDL, DataCite, Digital Science and Crossref plus the community (Jisc involved in this group).
- 20. Priorities for 20/21 Annual members day event 2020 – Jisc UK ORCID Consortium22 • Continue to progress technical infrastructure • Support for member integrations – working with vendors, repository systems • Wider PID Infrastructure • ORCID API and scholarly landscape • Communities of practice: regional, research practice • Continue to align with ORCID activities • Monitor needs across the consortium • Events: hackdays, webinars, members day • Continue to develop UK ORCID consortium resources: case studies and advocacy resources, meet accessibility requirements
- 21. Coming up...... Annual members day event 2020 – Jisc UK ORCID Consortium23 • Outline and Invite to next event streams • Stream 2 – Member and researcher experience (Tue 12th May @ 10.30) • Stream 3 – Satellite Unconference • BoF • Breakouts • Date for next year's members day • 12 May 2021 • Etc.Venues, Birmingham
- 22. Celebrating 5 year anniversary plans Annual members day event 2020 – Jisc UK ORCID Consortium24 Marking our journey together Participation – involving you in the celebration Cake…….Bake it or Fake it! Create a “Cake” to celebrate 5 years of the UK ORCID Consortium based on the ORCID green circle iD logo - Can be baked if you can get hold of flour and eggs - Can be faked – decorate a tin / draw something - Can be teched – create an AR / VR / Web “cake” Send them to Submission Form: http://bit.ly/orciduk5cake We will create a collage of them and celebrate our favourites during the week of the anniversary!
- 23. Celebrating 5 year anniversary plans Annual members day event 2020 – Jisc UK ORCID Consortium25 Remembering milestones • Celebrating landmark progress and how the community of implementors has featured • Marking specific events, measuring growth and recording the progress in your own words and pictures • Series of blog posts comparing then and now
- 24. Channels for communication Annual members day event 2020 – Jisc UK ORCID Consortium27 • Website: http://ukorcidsupport.jisc.ac.uk/ • UK ORCID email list: orcid-uk@jiscmail.ac.uk • Jisc ORCID helpdesk: help@jisc.ac.uk • Hashtag: #orcid_uk Balviar Notay Scholarly Communications Services Manager Balviar.Notay@jisc.ac.uk Monica Duke JISC UK ORCID technical and community support co-ordinator Monica.Duke@jisc.ac.uk Adam Vials Moore JISC UK ORCID technical and community support co-ordinator Adam.VialsMoore@jisc.ac.uk
- 25. Thank you! Annual members day event 2020 – Jisc UK ORCID Consortium28 You, the community, are the core of this …. • Thank you for your attention • Thank you for your contributions • Thank you for being a part of our ORCID Journey
- 26. http://ukorcidsupport.jisc.ac.uk #orcid_uk Balviar Notay Scholarly Communications Services Manager Balviar.Notay@jisc.ac.uk Monica Duke JISC UK ORCID technical and community support co-ordinator Monica.Duke@jisc.ac.uk Adam Vials Moore JISC UK ORCID technical and community support co-ordinator Adam.VialsMoore@jisc.ac.uk Image courtesy of Andy Mabbett @pigsonthewing http://pigsonthewing.org.uk
Editor's Notes
- The Jisc ORCID support service is built around dedicated staff working on ORCID support – Monica Duke and Adam Vials Moore who offer a first point of contact for UK consortium member institutions implementing ORCID, and we work with the wider team in Jisc and we work very closely our ORCID colleagues.
- Balviar Notay – Service Manager Coordination with wider activities: PIDs, Open Research agenda, UKRI/Research England and UUK We are part of the Jisc OA team OA development team - building resilience into to the OA team… OA dev team: Technical coordination/input
- As of mid-2020 we have 98 members and this includes HE institutions, ROs including infrastructure providers, Funders Diamond Light Source – the UK’s national synchrotron science facility Frances Crick Institute Institute for Cancer Research Rothamsted Research - a world-leading, non-profit research centre that focuses on strategic agricultural science to the benefit of farmers and society worldwide. UKRI
- Welcome to anyone who is attending for first time. All organisations that have joined during 2019 and so far in 2020 to get an overview of growth......some of you may have attended the annual event in 2019
- Support is tailored to membership needs, contextualised to the UK The helpdesk provides a direct line of support through Jisc dedicated team – this is based on knowledge of the individual members; topics range from membership questions, technical advice, integration demos and policy; 300 queries via help desk approx. per year (see caveats) Advice is also available through 1:1 meetings concentrating on institutions specific issues and tailored to where the member is at in their strategic and integration journey, with resources highlighted after the meeting and a summary sent We are able to arrange phone calls and site visits, especially when facilitating cross-service conversations at institutions, involving different services e.g. IT, library, research support – which can be essential to foster shared understanding and consensus on strategy, as well as cross-service working in organisations – and helps the Jisc support team to gain useful insight into strengths, issues, challenges and plans at specific institutions Resources and website include FAQ, Links, community resource sharing, guides and other resources Jisc support has developed – select the most relevant to our UK membership as well as enabling the community to share examples of best practice Jisc itself develops some resources e.g. first resources developed were around system capabilities due to the predominance of the use of vendor systems used to connect to ORCID amongst members Events include our main annual event which we encourage all members to attend, and other styles of events such as hackdays and workshops Training during events has covered the use of the API and searching, We have also trialled delivering training in small groups or on a 1:1 basis using technologies to support remote communications The approach is therefore two-pronged – directed individual support, and community building, developing an ethos of community of practice This is strengthened not only through events, but also by providing a platform for resource sharing – we highlight and enable access to reports, advocacy practice examples, workshop materials International dimensions – we will speak about this later, it is embedding our UK practice in the international context Caveats: tickets do not equal issues as sometimes multiple tickets get opened for the same issue in 3-way conversations with ORCID, and occasionally a ticket will spin out to cover more than one query, but it is a reasonable approximation. Another caveat is that some tickets are resolved by ORCID, we are only cced for info so we simply monitor rather than directly intervene. Some of those tickets are also just the newsletter from ORCID arriving (one per month). Details of Topics/query areas resolved by the helpdesk: Integration, Advocacy, Newsletters, Membership. Obtaining credentials from ORCID Working with organisations building custom integrations to set up demos URL changes Missing newsletters. Searching for researchers from your institution. Advocacy assistance - commenting on web pages/slides for workshops/other advocacy materials Setting up 1:1 support sessions Occasional end user issues (need to go to ORCID) 1:1: 9 institutions 1:1 meetings are conversations arranged with a specific institution and explore general strategic direction at the institution, or making progress on a particular issue. Between July 2018 and mid-May 2019, 11 meetings were held Institutions: Liverpool Hope, Bradford, Anglia Ruskin, RGU, Hull, Kent, Roehampton, Leicester, Derby, UKRI, Leeds The topics addressed included: Search training, new member (or new person in role) orientation, integration plans and options, communication with researchers, integration technical support including with vendors, custom integration review,
- Caveats: tickets do not equal issues as sometimes multiple tickets get opened for the same issue in 3-way conversations with ORCID, and occasionally a ticket will spin out to cover more than one query, but it is a reasonable approximation. Another caveat is that some tickets are resolved by ORCID, we are only cced for info so we simply monitor rather than directly intervene. Some of those tickets are also just the newsletter from ORCID arriving (one per month). Areas of support covered include Integration, Advocacy, Newsletters, Membership. Topics/query areas resolved by the helpdesk: Obtaining credentials from ORCID Working with organisations building custom integrations to set up demos URL changes Missing newsletters. Searching for researchers from your institution. Advocacy assistance - commenting on web pages/slides for workshops/other advocacy materials Setting up 1:1 support sessions Occasional end user issues (need to go to ORCID) 1:1: 9 institutions 1:1 meetings are conversations arranged with a specific institution and explore general strategic direction at the institution, or making progress on a particular issue. Between July 2019 and April 2020, 9 meetings were held Institutions: Leeds Beckett, University of Manchester, ICR, Lincoln, Exeter, Sheffield Hallam, Derby, Edge Hill + Prospective member: University of West Scotland The topics addressed included: Search training, new member (or new person in role) orientation, integration plans and options, communication with researchers, integration technical support including with vendors Regional Meetings – North West (Salford) and South East (Was supposed to be UCL) online
- Help shape support and resources needed for consortium. Eprints DSpace Symplectic Worktribe Between them we have input across various systems. Really want to thank them as they provide a sounding board for us and help steer support….
- 80 members have an integration (74 have 1 system integrated; 6 institutions have integrated >1 system). Most members now have a system that has features for connecting to the ORCID registry, and especially to the member API. Of those in development or planning, include those waiting for their vendor system to be working in production level – some of these are testing against the sandbox, and a small number in procurement phase or new members. There are more integrations than members as 6 have more than 1 (2 or 3) Leeds, Manchester, Oxford, MMU, LSBU and St Andrews (Leeds moved ORCIDs to white rose repository) Status Complete means there is minimum integration at least – this is not any indication of how the integration interacts with the ORCID registry. There is a spectrum of completed integrations - Several use off the shelf CRIS software to validate an ORCID identity to more complex integrations that read and write to the registry. We also have a small number of custom built institutional infrastructure.
- Using PURE: 28 Using Symplectic Elements: 27 Other: Worktribe, Haplo, Converis, UKRI and other custom integrations
- Compared to 2016 There are more than 4x more integrations (number of members has doubled) Other systems now include Haplo and Worktribe – new systems appearing on the scene
- Trend for strong growth across the lifetime of the consortium continues How we say someone is associated with the United Kingdom academic community is not a simple matter: UK Affiliation - this is a property asserted in one of two ways. by a call via the API – made by an ORCID member (e.g. when signing up through an institutional gateway) by a user directly within their ORCID record .ac.uk email address – registered or added by a user. To make matters more complex there’s over 50k ORCID records with a country property currently set to “UK” – this is a property set by the person and may not even reflect their current address (though we would hope it does!) Note that some or indeed all of this information might be historical (i.e. might include information about a career track, rather than where or what a person is currently doing) Blog post: identifying your researchers https://ukorcidsupport.jisc.ac.uk/2019/06/identifying-your-researchers-challenges-and-opportunities/
- The eprints plugin An example of an initiative from the grassroots, where Jisc responded to the community looking for leadership to fill an identified gap for a fully featured eprints plugin which could take advantage of membership level of API Co-ordination happened through BoF meetings at our annual events, attending user group meetings A (e.g. Bath 2016 https://wiki.eprints.org/w/User_group_meetings) Community carried out a survey of needs https://ukorcidsupport.jisc.ac.uk/2016/10/what-eprints-users-want-from-orcid-integration/ Jisc led on writing the specification with input from the community and ORCID Jisc supported the development of the plugin by eprints services Plug in was released in May 2018 https://ukorcidsupport.jisc.ac.uk/2018/05/eprints-org-orcid-advance-support-plug-in-released/ Jisc continues to monitor feedback on the plugin, document uptake and use Lessons from this experience fed into ORCID’s repositories task force https://orcid.org/content/orcid-repositories-task-force This work was recognised through ORCID’s consortium awards https://ukorcidsupport.jisc.ac.uk/2019/05/excellent-it-is-uk-consortium-wins-award-from-orcid/ https://orcid.org/blog/2019/06/03/recognizing-our-consortia-lead-organizations
- Tickell report was on looking at the best practice to embed Open Access, open research across UK HE One outcome recommendation: Jisc to lead on selecting and promoting a range of unique identifiers, including ORCID, in collaboration with sector leaders with relevant partner organisations. Funders of research to consider mandating the use of an agreed range of unique identifiers as a condition of grant A report produced in response to this by Josh Brown: http://repository.jisc.ac.uk/7840/
- How are we at Jisc (and within the ORCID team especially) addressing this challenge from Tickell? Well, we’re looking at 2 main strands of response – the consortium effort and working with funders.. Jisc is involved in leading network of stakeholders to form national network to lead change and growth. We held a joint consultation with UKRI to survey the vuew of a wide range of stakeholders about how UKRI should approach ORCID (and other PIDs) in its infrastructure and policy We’re also working with RE – feed into UKRI policy review https://www.ukri.org/funding/information-for-award-holders/open-access/open-access-review/ Review closes at noon on 29 May 2020. Next a bit more on the PID Network
- Josh’s report identified 5 key PIDs to address to action real change http://repository.jisc.ac.uk/7840/ prioritisation emerged from numerous community meetings and consultations, and it's based on a combination to value (i.e. solving the most problems for the greatest number of players in open research) and viability (i.e. there's actually something there to be used) Also Important to align with Metadata initiatives and applications profile such as Metadata 2020, DCMI, RIOXX OpenAIRE Ensure that Data used is FAIR FAIR – Findable, Accessible, Interoperable, Reusable
- We will ensure that we get to where we want to go by: Analysing the key benefits that we wish to derive from this project Forming a governance group to oversee the project from key national and international bodies Having a sustainability taskforce that ensures the work is not bound by the project but can continue to deliver Identify and deliver on targeted interventions that will have real beneficial impact on the scholarly landscape
- RAiD – Research Activity ID Persistent ID for projects. Records resource usage and location, group membership and access. Associates collaborating entities with project activity. Research projects tend to be static whereas researchers move projects. Means don’t have to rely on project gatekeeper. RAiD to push open metadata to ORCID records. ROR They ran a stakeholder meeting the day before PIDapalooza and featured in a number of sessions. They are encouraging the community to get involved. Jisc is represented on the community steering group. Need to be community-led to be successful and represent the interests of the community as a whole and not individual organisations.
- Having heard about what ORCID consortium support does and the effort taking place in the wider PID landscape this slide outlines focus of work of the consortium for 2020/21 Deepen the sophistication of member API usage (as per ORCID's vision) API & Landscape: Progress technical infrastructure (including tools) – like the ORCID dashboard work Support adoption and innovation Feeding back on existing tools and initiatives / looking at whether or not we need new tools Aligning our activities with ORCID priorities…. Self service – allowing members to manage own contacts and public pages. As the consortium grows and is more diverse we monitor for different emerging needs, for example if new vendors emerge. We also review how we support our members advocacy strategies e.g. researcher outreach currently needs to rely on remote methods rather than in-person
- We are getting ready to announce the line up for Stream 2 – a mixture of reports of experience from our consortium members and a new venture – reflecting back on ORCID in practice Stream 3 – still taking shape – we will take advantage that wd don’t need to be in parallel – instead we will organize a series of webinars for interested parties to participate in – for example: The Birds of a Feather for the systems Discussions on topics such as advocacy and Open Authentication Also note that , hopefully, we will have an in person way for everyone to get together next year – the venue is all booked – save the date now!
- One way we had hoped to bring everyone together was through the great medium of cake… So make your best effort to create an ORCID Logo cake – a real one if you can find the ingredients in these times Fake one (decorate a cake tin maybe?) if you can’t Or use that lockdown Oculus rift you treated yourself to to create a cyberspace one Please note – our lawyers asked us to clearly state: This is not a competition. :) Later in the year – around the anniversary date we’ll have a grand celebration of all the cakes
- Planning animated presentation of milestones and featuring events, celebrating progress – and showing the community being the key part of the journey.
- Hope everyone is keeping safe.