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Natasha Simons
ORCID Vision 2020
Senior Research Data Management Specialist
Research Support Community Day
Sydney, 13 February 2017
ORCID: an Australian story
First National
ORCID
Roundtable
Development
of Joint
Statement of
Principles
Second ORCID
Roundtable.
Release of
Joint
Statement
Development
of a
Consortium
Model
Consortium
opens with 40
members
Consortium
officially
launched
ANDS
CAUL
ANDS
ARMS
CAUL
UA
+ARC
NHMRC
AAF
ANDS
ARMS
CAUDIT
CAUL
UA
+ARC
NHMRC
July 2014 April 2015Dec 2014 Aug 2015 Feb 2016
+ community
activities throughout
timeline e.g.
webinars, workshop
& conference talks
Jan 2016
Consortium launch – a joint effort
ORCID Consortium
Lead: AAF
• Goal is to promote and support ORCID adoption
in the research community
• First port of call for ORCID support
• Offer Tier 1 technical support + community
exchange – Greenhouse (integration guides +
examples), resources (comms examples, promo
materials), webinars, newsletter
• AAF have regular interactions with ORCID
• Contact: orcid@aaf.edu.au
• See: https://aaf.edu.au/orcid/
Consortium member integrations
CQU
UoN
UTS
MAQ
UNSW
Deakin
VU
LaTrobe
UMelb
UofAdel
ARC
CSIRO
UQ
QUT
UNE
UTAS
Flinders
UniSA
Murdoch (IRMA)
Monash
Bond
UWA
Sympletic elements Bespoke/custom
Elsevier’s PURE
22 integrations
Comms example: University of Adelaide
Future directions - members
Maturity
• More integrated
systems +
workflows
• Increase in
number of ORCID
records + works
attached
Vision:
• Improved data
quality
• Save time: enter
once – reuse
often
https://members.orcid.org/cc-research-organizations
Future directions – general
• Grow the ORCID Consortium
• Increase ORCID adoption
• ORCID Advisory Group: develop
2020 vision
• Assist funder integration e.g.
ANDS + ORCID: ORCID for funders
webinar
• Align with ORCID international
goals, initiatives
Linda O’Brien
ORCID Board member
ORCID in 2017
We have a lively dance card for 2017. In
past years we shared our technical
development goals; this year we have
expanded our public roadmap to include
goals across the organization, now
available on our public Trello board.
Organized around our three guiding
pillars - Sustain, Lead, Mature - all
members of the ORCID team (that
includes you) will be working on these
goals.
- Dr Laure Haak, Executive Director, ORCID
There are now more than
3 million ORCID iDs!
@n_simons
natasha.simons@ands.org.au
http://orcid.org/0000-0003-0635-1998
Natasha Simons
With the exception of logos, third party images or where otherwise indicated, this
work is licensed under the Creative Commons Australia Attribution 3.0 Licence.
ANDS is supported by the Australian
Government through the National Collaborative
Research Infrastructure Strategy Program.
Monash University leads the partnership with
the Australian National University and CSIRO.
ORCID
Developing an Effective
Researcher Engagement
Strategy
Vicki Picasso | Senior Librarian, Research Support Services | The University of Newcastle | orcid.org/0000-0001-9422-5021
Overview
Developing Effective Researcher Engagement Strategies
 Phase 1 – Communication Plan
ORCID launch, introduction, implementation
 Phase 2 – Engagement Plan
ORCID embedded in core business, ongoing
 Measuring success and revisiting communication and
engagement strategies
Phase 1
Planning
 Benchmark existing ORCIDs for your institution
 Communication Plan
 ORCID informational/instructional resources
 Plan of Activity
 Measure success/effectiveness of engagement
 Revisit your strategies regularly
Communication
Plan
 Stakeholders
 Key CommunicationObjective
 Method of Communication
 Timing/Frequency
 Who Responsible
Stakeholder
Groups
 Authors
(researchers/academic)
 Authors
(postgraduate/HDR)
 Authors
(honours/undergraduate)
 Authors
(conjoint staff)
 Authors
(professional staff)
 AD-R/HoS
 Research Committees
 Faculty Publication
Officers
 Library Services
 Research Services
 IT Services
Communication
Objective
What’s the message?
 What is ORCID
 What is the benefit to the author (describe
these)
 Create/register for an Orcid
 Enable your ORCID via system/method x,
I.e. (UON = Symplectic)
 Use your ORCID
 More Information/Help
 Implementation updates and timelines
 Resource Development and Communication
progress
 Technical and System Ready status progress
 Support for authors
Methods of
Communication
20 examples
 Email from DVC/Research
Services
 What’s new in research email list
 Email from Faculty Librarians to
Faculty
 Faculty news/newsletters
 Library news/blog
 Library Newsletter
 Libguides : Open Access,
Research Impact, Research
Publications, etc
 Library website homepage and
Research Support web pages
 University newsletter
 University Staff Screensaver
 Publications system - login page
 Publications system Guides
 Academic staff forums,
meetings, presentations
 ORCID Faculty Drop-in sessions
in each faculty
 P/G Blackboard site (OGS)
 Email to PG list
 P/G Newsletter
 Post Graduate sessions
 Library Management - Regular
reports and updates
 Research Services - Regular
reports and updates
 IT Services - Regular reports and
updates
Resources
 1. ORCID screen saver
 2. ORCID power point presentation (researchers as target
audience with multiple contextualised re-use cases)
 3. ORCID webpage content (mix of text, video, images)
 4. ORCID information to add to Libguides (mix of text, video,
images)
 5. ORCID news item : introduction and overview (multiple
contextualised re-use cases)
 6. ORCID email text to introduce ORCID (multiple
contextualised re-use cases, across multiple email lists)
 7. ORCID instructional guides for your institutional
system/method of registration, i.e. Symplectic Elements
(registration and authorisation)
 8. ORCID Drop-in Session Plan (to support future activity with
training, presentations, group assistance)
 9. Text for any relevant Login pages (researchers/Symplectic)
 10 Postcards, bookmarks, flyers, etc (thankyou ORCID)
Phase 2
Ongoing
Engagement
Plan
 Supported provided as core business (staff
informed and knowledgeable)
 Embedded in one-on-one consultations with
researchers and HDRs (Senior Research
Librarians)
 Embedded in outreach presentations,
workshops, information sessions, updates to
faculty and researchers
 Referral processes established (other org units)
 Notification of new academics
 Theses submission
 Tracking graduates
Engagement
Plan
Business as
usual
UON Author
Stakeholders
Key Communication
Objective
Core business -
Embedded
Persons Responsible
Researchers/acad
emic
HDRs
Honours
Conjoint staff
Professional staff
• What is ORCID
• Benefits to
author
• Create/register
for an Orcid
• Enable/link your
ORCID in NURO
• Use your ORCID
• Information/Help/
Resources
• Research impact
and research
workflow
conversation
• One-on-one
consultations
• ResearcherWorkshops
• HDR workshops
• Research topical
Workshop
• Presentations
• Information Sessions
• Faculty/School
updates
• On-boarding sessions
(new staff/PGs)
• Responding to email
and phone queries
• Thesis submission and
thesis by publication
consultations/sessions
• Contributions to
workshops for other
org units (Research,
Faculty,OGS, etc)
• Call toAction emails –
as required to address
ongoing strategies,
updates, etc
Senior Research
Librarians
Research Librarians
Research Support
Librarians
Dependencies:
1. Resources and information available
2. Identified and articulated benefits for the researchers
3. Identified examples – Use your ORCID
4. Knowledgeable/informed staff (ORCID conversations)
5. Reporting - Monitoring uptake of ORCIDs at UON (Total/Faculty/Cluster) and responding
Strategic
Planning
&
Funding
2017
• IT Project Proposals /
• A Business Case
1
• Institutional Systems
• Use of ORCID
2
• Read/Write to ORCID
• About researchers
Thank you

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Orcid simons & picasso rscd 13 feb2017 (1)

  • 1. Natasha Simons ORCID Vision 2020 Senior Research Data Management Specialist Research Support Community Day Sydney, 13 February 2017
  • 2.
  • 3.
  • 4. ORCID: an Australian story First National ORCID Roundtable Development of Joint Statement of Principles Second ORCID Roundtable. Release of Joint Statement Development of a Consortium Model Consortium opens with 40 members Consortium officially launched ANDS CAUL ANDS ARMS CAUL UA +ARC NHMRC AAF ANDS ARMS CAUDIT CAUL UA +ARC NHMRC July 2014 April 2015Dec 2014 Aug 2015 Feb 2016 + community activities throughout timeline e.g. webinars, workshop & conference talks Jan 2016
  • 5. Consortium launch – a joint effort
  • 6. ORCID Consortium Lead: AAF • Goal is to promote and support ORCID adoption in the research community • First port of call for ORCID support • Offer Tier 1 technical support + community exchange – Greenhouse (integration guides + examples), resources (comms examples, promo materials), webinars, newsletter • AAF have regular interactions with ORCID • Contact: orcid@aaf.edu.au • See: https://aaf.edu.au/orcid/
  • 7. Consortium member integrations CQU UoN UTS MAQ UNSW Deakin VU LaTrobe UMelb UofAdel ARC CSIRO UQ QUT UNE UTAS Flinders UniSA Murdoch (IRMA) Monash Bond UWA Sympletic elements Bespoke/custom Elsevier’s PURE 22 integrations
  • 9. Future directions - members Maturity • More integrated systems + workflows • Increase in number of ORCID records + works attached Vision: • Improved data quality • Save time: enter once – reuse often https://members.orcid.org/cc-research-organizations
  • 10. Future directions – general • Grow the ORCID Consortium • Increase ORCID adoption • ORCID Advisory Group: develop 2020 vision • Assist funder integration e.g. ANDS + ORCID: ORCID for funders webinar • Align with ORCID international goals, initiatives Linda O’Brien ORCID Board member
  • 11. ORCID in 2017 We have a lively dance card for 2017. In past years we shared our technical development goals; this year we have expanded our public roadmap to include goals across the organization, now available on our public Trello board. Organized around our three guiding pillars - Sustain, Lead, Mature - all members of the ORCID team (that includes you) will be working on these goals. - Dr Laure Haak, Executive Director, ORCID
  • 12. There are now more than 3 million ORCID iDs!
  • 13. @n_simons natasha.simons@ands.org.au http://orcid.org/0000-0003-0635-1998 Natasha Simons With the exception of logos, third party images or where otherwise indicated, this work is licensed under the Creative Commons Australia Attribution 3.0 Licence. ANDS is supported by the Australian Government through the National Collaborative Research Infrastructure Strategy Program. Monash University leads the partnership with the Australian National University and CSIRO.
  • 14. ORCID Developing an Effective Researcher Engagement Strategy Vicki Picasso | Senior Librarian, Research Support Services | The University of Newcastle | orcid.org/0000-0001-9422-5021
  • 15. Overview Developing Effective Researcher Engagement Strategies  Phase 1 – Communication Plan ORCID launch, introduction, implementation  Phase 2 – Engagement Plan ORCID embedded in core business, ongoing  Measuring success and revisiting communication and engagement strategies
  • 16. Phase 1 Planning  Benchmark existing ORCIDs for your institution  Communication Plan  ORCID informational/instructional resources  Plan of Activity  Measure success/effectiveness of engagement  Revisit your strategies regularly
  • 17. Communication Plan  Stakeholders  Key CommunicationObjective  Method of Communication  Timing/Frequency  Who Responsible
  • 18. Stakeholder Groups  Authors (researchers/academic)  Authors (postgraduate/HDR)  Authors (honours/undergraduate)  Authors (conjoint staff)  Authors (professional staff)  AD-R/HoS  Research Committees  Faculty Publication Officers  Library Services  Research Services  IT Services
  • 19. Communication Objective What’s the message?  What is ORCID  What is the benefit to the author (describe these)  Create/register for an Orcid  Enable your ORCID via system/method x, I.e. (UON = Symplectic)  Use your ORCID  More Information/Help  Implementation updates and timelines  Resource Development and Communication progress  Technical and System Ready status progress  Support for authors
  • 20. Methods of Communication 20 examples  Email from DVC/Research Services  What’s new in research email list  Email from Faculty Librarians to Faculty  Faculty news/newsletters  Library news/blog  Library Newsletter  Libguides : Open Access, Research Impact, Research Publications, etc  Library website homepage and Research Support web pages  University newsletter  University Staff Screensaver  Publications system - login page  Publications system Guides  Academic staff forums, meetings, presentations  ORCID Faculty Drop-in sessions in each faculty  P/G Blackboard site (OGS)  Email to PG list  P/G Newsletter  Post Graduate sessions  Library Management - Regular reports and updates  Research Services - Regular reports and updates  IT Services - Regular reports and updates
  • 21. Resources  1. ORCID screen saver  2. ORCID power point presentation (researchers as target audience with multiple contextualised re-use cases)  3. ORCID webpage content (mix of text, video, images)  4. ORCID information to add to Libguides (mix of text, video, images)  5. ORCID news item : introduction and overview (multiple contextualised re-use cases)  6. ORCID email text to introduce ORCID (multiple contextualised re-use cases, across multiple email lists)  7. ORCID instructional guides for your institutional system/method of registration, i.e. Symplectic Elements (registration and authorisation)  8. ORCID Drop-in Session Plan (to support future activity with training, presentations, group assistance)  9. Text for any relevant Login pages (researchers/Symplectic)  10 Postcards, bookmarks, flyers, etc (thankyou ORCID)
  • 22. Phase 2 Ongoing Engagement Plan  Supported provided as core business (staff informed and knowledgeable)  Embedded in one-on-one consultations with researchers and HDRs (Senior Research Librarians)  Embedded in outreach presentations, workshops, information sessions, updates to faculty and researchers  Referral processes established (other org units)  Notification of new academics  Theses submission  Tracking graduates
  • 23. Engagement Plan Business as usual UON Author Stakeholders Key Communication Objective Core business - Embedded Persons Responsible Researchers/acad emic HDRs Honours Conjoint staff Professional staff • What is ORCID • Benefits to author • Create/register for an Orcid • Enable/link your ORCID in NURO • Use your ORCID • Information/Help/ Resources • Research impact and research workflow conversation • One-on-one consultations • ResearcherWorkshops • HDR workshops • Research topical Workshop • Presentations • Information Sessions • Faculty/School updates • On-boarding sessions (new staff/PGs) • Responding to email and phone queries • Thesis submission and thesis by publication consultations/sessions • Contributions to workshops for other org units (Research, Faculty,OGS, etc) • Call toAction emails – as required to address ongoing strategies, updates, etc Senior Research Librarians Research Librarians Research Support Librarians Dependencies: 1. Resources and information available 2. Identified and articulated benefits for the researchers 3. Identified examples – Use your ORCID 4. Knowledgeable/informed staff (ORCID conversations) 5. Reporting - Monitoring uptake of ORCIDs at UON (Total/Faculty/Cluster) and responding
  • 24. Strategic Planning & Funding 2017 • IT Project Proposals / • A Business Case 1 • Institutional Systems • Use of ORCID 2 • Read/Write to ORCID • About researchers

Editor's Notes

  1. Timeline of ORCID events ending with the Consortium