Getting to LaunchHoward RatnerChairman, ORCID Inc.CTO, EVP, Nature Publishing Grouph.ratner@us.nature.comORCID: 0000-0002-...
Are these two names referring to the same person?Who is collaborating? inventing?Why do I have to re-enter this data every...
The Problem: ConnectingResearch with ResearchersWithout a way to discretely identify those participating inresearch across...
Will the real Dr. Wang please stand up?•  About 92.8 million Chinese names transliterated to “Wang”  –  A look at the 2008...
Drivers for scope and principles“Because a numbering system would be for the ages, somesay it shouldn’t be in private hand...
Genesis of ORCID2007-2009         CrossRef discusses Contributor ID/CrossRegJuly 2009         NPG and TR discuss best way ...
Name Identifier SummitNovember 9, 2009                   Confidential – do not distribute   7
Meeting AttendeesWayne Graves       ACM                        Director of Information ServicesBernard Rous       ACM     ...
We saw many initiatives with weak connectivelinks and no critical mass        DAI                                         ...
A common, open registry would provide the catalyst  Biomed  Experts                                                       ...
Build scale through a standard•  Vision: Create a system-wide standard to facilitate   identification, collaboration, and ...
Establish collaborations across  the research community                                        Association for Computing M...
Decisions to formalize the organizationOutcome of summit:  •  Increase stakeholder participation  •  Obtain sponsorships f...
Participants 350                                      328 300                                275         November-09      ...
Initial steps to formalizing the organizationJanuary 2010   Dave Kochalko and Howard Ratner co-chair               new ORC...
ORCID Board (2010-2011)Liz Allen, Senior Evaluation Adviser, The Wellcome TrustAmy Brand, Assistant Provost for Faculty Ap...
ORCID MissionORCID is an international, interdisciplinary,open, and not-for-profit organization createdfor the benefit of ...
10 Principles1.    ORCID will work to support the creation of a            (subject to the researchers own privacy      pe...
Community involvement: outreach AND workinggroupsWorking Groups       Open to any interested parties in the communityOutre...
Working Groups & Committees (2010-2012)Business Working Group    Craig Van Dyck & Ed PentzTechnical Working Group   Brian ...
Funding and specifications for ORCID serviceJanuary 2011   Geoff Bilder (CrossRef) Interim ORCID Technical Director       ...
Development beginsJune 2011        Perpetual license of TR Researcher ID code!                 Semantico hired to develop ...
ORCID readies for launchJanuary 2012   First official ORCID Inc. Annual Member meeting held               Board is re-elec...
The ORCIDhttp://orcid.org/0000-0002-2123-6317•  16-digit number•  Expressed as an HTTP URI•  Compatible with ISO 277729 st...
Final steps to launchMay 2012         Laura Paglione hired as Technical Director                 Craig Van Dyck appointed ...
Steps to launch: What is the core ORCIDdeliverable?Focus on core mission: Registry of unique identifiers forresearchersEmb...
The ORCID Registry                           Other IDs                           •    ResearcherID                        ...
Success Factors•  Broad international community interest in ORCID•  17 Launch Partners, integrating ORCID IDs in their   s...
Thank you!             29
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2. ratner orcid getting to launch v5

  1. 1. Getting to LaunchHoward RatnerChairman, ORCID Inc.CTO, EVP, Nature Publishing Grouph.ratner@us.nature.comORCID: 0000-0002-2123-6317
  2. 2. Are these two names referring to the same person?Who is collaborating? inventing?Why do I have to re-enter this data every time I move?How can we accurately benchmark research strengthsand impact?How do we keep our repository up to date?How can we find reviewers?How can we track people who participated in ourprograms? 2
  3. 3. The Problem: ConnectingResearch with ResearchersWithout a way to discretely identify those participating inresearch across disciplines, organizations, and countries,the research community lacks the ability toaccurately and easily identify and link researchersand scholars with their professional activities. 3
  4. 4. Will the real Dr. Wang please stand up?•  About 92.8 million Chinese names transliterated to “Wang” –  A look at the 2008 literature shows Dr. Wang to be most prolific… •  PubMed has 27,339 papers published by Wang •  Web of Science holds 65,592 papers•  The issue is global –  Nguyen is the surname for nearly 40% of Vietnamese –  9.9 million Kims in Korean –  2.4 million Smiths in the U.S. –  Nearly 300k Johanssons in Sweden * 2009 data
  5. 5. Drivers for scope and principles“Because a numbering system would be for the ages, somesay it shouldn’t be in private hands or held by a singlecompany.I would be very worried if an individual publishercontrolled this.… much more comfortable if it were operated by… a broad group … whose membership includes… open-access publishers and scientific societies…” - Cliff Lynch, Director, CNI 5
  6. 6. Genesis of ORCID2007-2009 CrossRef discusses Contributor ID/CrossRegJuly 2009 NPG and TR discuss best way to solve name disambiguation problem. First mention of ORCID name9 November 2009 NPG and TR call for Name Identifier Summit alongside CrossRef Annual Member meeting 21 groups attend ACM, AIP, APA, British Library, CrossRef, Elsevier, EMBO, Microsoft, MIT, NPG, PLOS, Rutgers, Sage, Springer, Thomson-Reuters, UC London, University of Manchester, University of Vienna, Wellcome Trust, Wiley-Blackwell 6
  7. 7. Name Identifier SummitNovember 9, 2009 Confidential – do not distribute 7
  8. 8. Meeting AttendeesWayne Graves ACM Director of Information ServicesBernard Rous ACM Deputy Director of PublicationsTim Ingoldsby AIP Director of Strategic Initiatives and Publisher RelationsLinda Beebe APA Senior Director, PsycINFOAndrew MacEwan British Library  Head of Collection ProcessingGeoff Bilder CrossRef Director of Strategic InitiativesEd Pentz CrossRef Executive DirectorKaren Hunter Elsevier Senior Vice PresidentChris Shillum Elsevier Vice President Product Management, Platform and ContentBernd Pulverer * EMBO  Head of Scientific PublicationsMike Jones Microsoft Senior Program ManagerMacKenzie Smith MIT Libraries Associate Director for TechnologyTimo Hannay * NPG Publishing Director, Nature.comHoward Ratner NPG Chief Technology OfficerMark Patterson * PloS Director of PublishingCarol Richman SAGE Publications Director of LicensingTravis Brooks SLAC/Stanford Manager, IS & SPIRES/INSPIRE SLAC National Accelerator Lab. Lib.Ray Colón Springer Director of Business and Journal DevelopmentReynold Guida Thomson Reuters Director, Product ManagementDave Kochalko Thomson Reuters Vice President, StrategyMichelle Lin Thomson Reuters Assistant General CounselKeith MacGregor Thomson Reuters Executive Vice PresidentMary Phillips * Univ. College London Director of Research PlanningAmanda Hill University of Manchester Names Project, MimasJuan Gorraiz* University of Vienna  Library and Archive Services, Physics Lib, Head of Bibliometrics DeptWolfgang Mayer * University of Vienna  Library and Archive Services, Head of eResource DepartmentRobert Kiley* Wellcome Trust Head of Digital Services & Acting Head of LibraryCraig Van Dyck Wiley-Blackwell Vice President, Global Content ManagementTim Ryan Wiley-Blackwell Director of Author Services 8 * Participating by teleconference
  9. 9. We saw many initiatives with weak connectivelinks and no critical mass DAI RID Nature Networ k NCB I Scopus Author Identifier – Publishers – Academic Institutions – Research Orgs – Scholarly Associations – Gov’t Funding Agencies * Originally presented by Dave Kochalko, Name Identifier Summit, November 2009
  10. 10. A common, open registry would provide the catalyst Biomed Experts Nature Network ORCID Scopus Author NCBI Identifier Open Researcher Contributor Identifier – Publishers – Academic Institutions – Research Orgs – Scholarly Associations – Gov’t Funding Agencies * Originally presented by Dave Kochalko, Name Identifier Summit, November 2009
  11. 11. Build scale through a standard•  Vision: Create a system-wide standard to facilitate identification, collaboration, and validation among all participants in the scientific and scholarly research community•  Technology: Leverage the researcher Registry from ResearcherID and support links with member organizations•  Organization: Establish an independent, non-profit organization to manage the Registry for the community•  Financing: Attract member organizations to join and fund the non-profit * Originally presented by Dave Kochalko, Name Identifier Summit, November 2009
  12. 12. Establish collaborations across the research community Association for Computing MachineryResearch Organizations Publishers wield Associations and Funding Agencies will useemploy the majority of considerable influence over Societies have large ORCID to support the grantpotential members and will individual authors and will be memberships that will be application process, grantbe critical to successful important for encouraging important to achieve rapid review, and to trackadoption. ORCID enables early adoption of ORCID. adoption. These outcomes.these organizations to Publishers will use ORCID organizations will use Professional Networksidentify and measure the to manage author and ORCID to improve services and Communities mayimpact of research by reviewer databases. and collaboration for find ORCID services of usemembers of their own members. to their members.institutions.
  13. 13. Decisions to formalize the organizationOutcome of summit: •  Increase stakeholder participation •  Obtain sponsorships for initial funding •  Open the door! Learn from community! •  Embrace OPEN and leverage existing technologyNext Steps: •  Formalize board •  Incorporate organization •  Determine principles •  Determine sustainable business model •  Explore best disambiguation techniques •  Create registry 13
  14. 14. Participants 350 328 300 275 November-09 December-09 250 220 January-10 200 188 June-10 150 February-11 May-11 100 80 85 November-11 50 May-12 20 30 0October 2012 – Drive to convert participants into members 14
  15. 15. Initial steps to formalizing the organizationJanuary 2010 Dave Kochalko and Howard Ratner co-chair new ORCID initiativeAugust 2010 ORCID Inc. is incorporated as not-for-profit organization (4 August)September 2010 First board meeting (teleconference)October 2010 First in-person board meeting at NPG ORCID by-laws adopted Geoff Bilder and Thom Hickey recommend TR Researcher ID code Stakeholder fund $39KNovember 2010 ORCID Mission and Principles created TWG Guiding Principles – forum for outreach, mechanism to talk about technical progress, to serve as the technical community of volunteers that can be pulled into specific prototyping Survey results in from Participant Survey by Wellcome Trust 15
  16. 16. ORCID Board (2010-2011)Liz Allen, Senior Evaluation Adviser, The Wellcome TrustAmy Brand, Assistant Provost for Faculty Appointments, Harvard UniversityMartin Fenner, Researcher, Hannover Medical SchoolDave Kochalko, Vice President of Strategy and Research Development, ThomsonReuters IP and ScienceEd Pentz, Executive Director, CrossRefBernard Rous, Director of Publications, Association for Computing MachineryHideaki Takeda, Professor and Director, Research and Development Center,National Informatics InstituteMacKenzie Smith, Research Director, MIT LibrariesCraig Van Dyck, Vice President, Global Content Management, Wiley-BlackwellThomas Hickey, Chief Scientist, Online Computer library CenterSalvatore Mele, Head, Open Access, CERNHoward Ratner (Chair) CTO, Executive Vice President, Nature Publishing GroupChris Shillum, Vice President Product Management, Platform, and Content, ElsevierSimeon Warner, Associate Librarian, Cornell University 16
  17. 17. ORCID MissionORCID is an international, interdisciplinary,open, and not-for-profit organization createdfor the benefit of all stakeholders, includingresearch organizations, research funders,organizations, publishers, and researchersWe aim to transform the research ecosystem byproviding a registry of persistent uniqueidentifiers for researchers and scholars andautomating linkages to research objects suchas publications, grants, and patents.
  18. 18. 10 Principles1.  ORCID will work to support the creation of a (subject to the researchers own privacy permanent, clear and unambiguous record of settings) that is updated once a year and scholarly communication by enabling reliable released under the CC0 waiver. attribution of authors and contributors. 8.  All software developed by ORCID will be2.  ORCID will transcend discipline, geographic, publicly released under an Open Source national and institutional, boundaries. Software license approved by the Open Source Initiative. For the software it adopts, ORCID3.  Participation in ORCID is open to any will prefer Open Source. organization that has an interest in scholarly communications. 9.  ORCID identifiers and profile data (subject to privacy settings) will be made available via a4.  Access to ORCID services will be based on combination of no charge and for a fee APIs transparent and non-discriminatory terms and services. Any fees will be set to ensure the posted on the ORCID website. sustainability of ORCID as a not-for-profit,5.  Researchers will be able to create, edit, and charitable organization focused on the long- maintain an ORCID ID and profile free of term persistence of the ORCID system. charge. 10.  ORCID will be governed by representatives6.  Researchers will control the defined privacy from a broad cross-section of stakeholders, settings of their own ORCID profile data. the majority of whom are not-for-profit, and will strive for maximal transparency by publicly7.  All profile data contributed to ORCID by posting summaries of all board meetings and researchers or claimed by them will be annual financial reports. available in standard formats for free download 18
  19. 19. Community involvement: outreach AND workinggroupsWorking Groups Open to any interested parties in the communityOutreach Meetings Held twice per year since 2010 (Boston, London, Boston, CERN, Boston, Berlin) Invaluable broad community feedback and buy in Lead to invited talks (EU, VIVO, STM, PSP, NISO, CERN, Switzerland, FDP, AAU, JISC, Stockholm…) Four national meetings on researcher identifiers in 2012: Vilnius, Lithuania (February), London (March), Barcelona (September), Berlin (October), Florence (December) 19
  20. 20. Working Groups & Committees (2010-2012)Business Working Group Craig Van Dyck & Ed PentzTechnical Working Group Brian Wilson (Laura Paglione)Marketing/Outreach WG Martin FennerLegal Working Group Michelle Lin (Jackie Ewenstein)Audit Committee Craig Van DyckPrivacy Working Group Bernie RousNominating Committee Craig Van Dyck Working Groups are Open to Everyone! 20
  21. 21. Funding and specifications for ORCID serviceJanuary 2011 Geoff Bilder (CrossRef) Interim ORCID Technical Director (January - July 2011; eventually June 2011- June 2012) Filed US and EU trademarks Mellon Market Research Grant via MIT, Harvard and Cornell approved for $50k VIVO grant accepted for $25k $144K sponsorship from 22 organizationsMarch 2011 ORCID receives US Federal Tax IDOctober 2011 Publishers agree to loans Jackie Ewenstein hired as legal counsel Alpha sandbox opened to public JISC lends us Ben Osteen to work on JISC/ORCID interactions Phase 1 beta defined $244K sponsorship from 44 organizations 21
  22. 22. Development beginsJune 2011 Perpetual license of TR Researcher ID code! Semantico hired to develop ORCID RegistryAugust 2011 Semantico development work beginsSeptember 2011 Loan terms set / ratified 10 October Decision on MIT Open Source license for ORCID developed code NSF Eager grant awarded for $200k via Harvard and University of Chicago Raym Crowe presents Market Research (Mellon Grant) Diane Geraci, MIT replaces MacKenzie Smith on board Criteria for launch approved Criteria for trusted sources approvedNovember 2011 First APIs officially released 22
  23. 23. ORCID readies for launchJanuary 2012 First official ORCID Inc. Annual Member meeting held Board is re-elected ORCID EU is formed to improve outreach and collaboration ORCID ID syntax is locked Micah Altman, MIT joins the boardMarch 2012 Agreement to do more usability work on registryApril 2012 Laure Haak starts as Executive Director 1023 (US tax exempt status) filed 23
  24. 24. The ORCIDhttp://orcid.org/0000-0002-2123-6317•  16-digit number•  Expressed as an HTTP URI•  Compatible with ISO 277729 standard•  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2)
  25. 25. Final steps to launchMay 2012 Laura Paglione hired as Technical Director Craig Van Dyck appointed chair of Nominating Committee ISNI agrees to reserve block of ISNI to avoid collisions with ORCID Added Grants and Patents as ORCID record elements Reviewed Ithaka Marketing report Privacy settings and levels agreed, Business Model approved New sandbox environment goes live at SemanticoJune 2012 Membership openedJuly 2012 Launch Partners program announcedSeptember 2012 Membership terms, privacy policy, terms of use, and dispute procedures approved ODIN Project awarded by EC (ORCID EU, BL, Datacite, CERN)October 2012 ORCID Registry is launched! 25
  26. 26. Steps to launch: What is the core ORCIDdeliverable?Focus on core mission: Registry of unique identifiers forresearchersEmbedding IDs in research workflowsProviding code to community to develop applications thatinteract with and/or consume ORCID data 26
  27. 27. The ORCID Registry Other IDs •  ResearcherID •  Scopus •  RePec •  SSRNORCID Account •  ArXiv•  Account Settings•  Manage Permissions Research Information Systems (CRIS) •  Research Institutions •  FundersORCID Record •  Governments•  Biography•  Research Activities Workflows •  Manuscript submission •  Grant applications •  Dataset deposition •  Patent applications
  28. 28. Success Factors•  Broad international community interest in ORCID•  17 Launch Partners, integrating ORCID IDs in their systems prior to launch•  8 paid members prior to launch, 9 others completing membership•  Members from Research Institutions, Funders, Government, Publishers and Service Providers•  ORCID Registry launched! 28
  29. 29. Thank you! 29

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