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ORCID Implementation and
Outreach at the University
of Michigan
Alix Keener, U-M ORCID Project
Manager
ORCID Outreach Meeting, May 22nd, 2014
• Background
• Stakeholders
• Implementation Task Force
• Pilots
• Next steps
ORCID Outreach Meeting, May 22nd, 2014
As of March 2014, U-M had (conservatively)
6514 people with research-level
appointments of some sort — faculty,
research scientists, GSRAs. Of those, 909
people had the same “Lastname, First initial”
as someone else: that’s 14%.
Specifically, there were 18 “Y. Chen’s,” 18 “Y.
Zhang’s,” and (a mere) 14 “J. Lee’s.”
ORCID Outreach Meeting, May 22nd, 2014
Background
Stakeholders
Information and Technology Services
Taubman Health Sciences Library
Medical School Information Services
Office of Research and Sponsored
Programs (ORSP)
ICPSR, Michigan Experts, MCV systems,
etc.
ORCID Outreach Meeting, May 22nd, 2014
ORCID Task Force Created: May
2013
• Implementation and exploration group (+ 2
ambassadors) within MLibrary
• Outreach to Medical School Information
Services; Information and Technology
Services; ITS produces use cases
• Scaling implementation to campus
• at the point of applying for grants: add their
ORCID to the application
• scholarly identity management
ORCID Outreach Meeting, May 22nd, 2014
ORCID Task Force
ORCID Outreach Meeting, May 22nd, 2014
http://www.lib.umich.edu/orcid
ORCID Outreach Meeting, May 22nd, 2014
http://guides.lib.umich.edu/ORCID
Task Force Recommendations
1. Create IDs sooner rather than later
2. Incorporate ORCIDs into our
institutional repository, Deep Blue
3. Promote ORCID primarily as author
disambiguation tool
4. Partner with research office and
medical school for integration
ORCID Outreach Meeting, May 22nd, 2014
Pilot
First group: U-M librarians in spring 2013
~100 individuals
Learning process: captive, prepped audience,
yet didn’t have 100% success rate; worked
through duplicate process on an individual
level
ORCID Outreach Meeting, May 22nd, 2014
Other Pilots
Ad hoc testing: chair of Library ORCID
task force is working with smaller
groups of researchers on campus to
batch IDs
Ongoing: identifying campus research
groups that are enthusiastic about
ORCID to pilot test and gather feedback
ORCID Outreach Meeting, May 22nd, 2014
Ongoing & Next
Steps
ORCID Outreach Meeting, May 22nd, 2014
Social // Technical
ORCID Outreach Meeting, May 22nd, 2014
‘Informal’ Plan
• Ground-up
• In-person outreach
• Subject specialists
• Small-group pilot
testing and
feedback
ORCID Outreach Meeting, May 22nd, 2014
‘Formal’ Plan
• Top down initiative
• Communication
from deans,
Provost
• Planning for
implementation
across the
University
ORCID Outreach Meeting, May 22nd, 2014
Communication Plan
• Message from Provost to broad campus
• Message to medical campus from Dean of
Medical School and VP for Research
• Timing: must have the technical systems
in place before these communications go
out
• Education for faculty and administrative
staff
• Subject librarians and faculty meetings
ORCID Outreach Meeting, May 22nd, 2014
What else can we do?
• Working through onboarding new
employees vs. retrospectively creating
IDs for current employees
• Linking to other campus profiling
systems to cross-populate profiles
• Tie into existing programs
ORCID Outreach Meeting, May 22nd, 2014
What else can we do?
• Include in eResearch (grants and
applications)
• Integrate into med school CV system,
profile system
• Identity and Access Management initiative
• Integrate into Mcommunity (LDAP)
• Authority control on campus level
ORCID Outreach Meeting, May 22nd, 2014
Thank you.
alixkee@umich.edu
@alix_rae
ORCID Outreach Meeting, May 22nd, 2014
http://orcid.org/0000-0002-5606-9176

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ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

  • 1. ORCID Implementation and Outreach at the University of Michigan Alix Keener, U-M ORCID Project Manager ORCID Outreach Meeting, May 22nd, 2014
  • 2. • Background • Stakeholders • Implementation Task Force • Pilots • Next steps ORCID Outreach Meeting, May 22nd, 2014
  • 3. As of March 2014, U-M had (conservatively) 6514 people with research-level appointments of some sort — faculty, research scientists, GSRAs. Of those, 909 people had the same “Lastname, First initial” as someone else: that’s 14%. Specifically, there were 18 “Y. Chen’s,” 18 “Y. Zhang’s,” and (a mere) 14 “J. Lee’s.” ORCID Outreach Meeting, May 22nd, 2014 Background
  • 4. Stakeholders Information and Technology Services Taubman Health Sciences Library Medical School Information Services Office of Research and Sponsored Programs (ORSP) ICPSR, Michigan Experts, MCV systems, etc. ORCID Outreach Meeting, May 22nd, 2014
  • 5. ORCID Task Force Created: May 2013 • Implementation and exploration group (+ 2 ambassadors) within MLibrary • Outreach to Medical School Information Services; Information and Technology Services; ITS produces use cases • Scaling implementation to campus • at the point of applying for grants: add their ORCID to the application • scholarly identity management ORCID Outreach Meeting, May 22nd, 2014
  • 6. ORCID Task Force ORCID Outreach Meeting, May 22nd, 2014 http://www.lib.umich.edu/orcid
  • 7. ORCID Outreach Meeting, May 22nd, 2014 http://guides.lib.umich.edu/ORCID
  • 8. Task Force Recommendations 1. Create IDs sooner rather than later 2. Incorporate ORCIDs into our institutional repository, Deep Blue 3. Promote ORCID primarily as author disambiguation tool 4. Partner with research office and medical school for integration ORCID Outreach Meeting, May 22nd, 2014
  • 9. Pilot First group: U-M librarians in spring 2013 ~100 individuals Learning process: captive, prepped audience, yet didn’t have 100% success rate; worked through duplicate process on an individual level ORCID Outreach Meeting, May 22nd, 2014
  • 10. Other Pilots Ad hoc testing: chair of Library ORCID task force is working with smaller groups of researchers on campus to batch IDs Ongoing: identifying campus research groups that are enthusiastic about ORCID to pilot test and gather feedback ORCID Outreach Meeting, May 22nd, 2014
  • 11. Ongoing & Next Steps ORCID Outreach Meeting, May 22nd, 2014
  • 12. Social // Technical ORCID Outreach Meeting, May 22nd, 2014
  • 13. ‘Informal’ Plan • Ground-up • In-person outreach • Subject specialists • Small-group pilot testing and feedback ORCID Outreach Meeting, May 22nd, 2014
  • 14. ‘Formal’ Plan • Top down initiative • Communication from deans, Provost • Planning for implementation across the University ORCID Outreach Meeting, May 22nd, 2014
  • 15. Communication Plan • Message from Provost to broad campus • Message to medical campus from Dean of Medical School and VP for Research • Timing: must have the technical systems in place before these communications go out • Education for faculty and administrative staff • Subject librarians and faculty meetings ORCID Outreach Meeting, May 22nd, 2014
  • 16. What else can we do? • Working through onboarding new employees vs. retrospectively creating IDs for current employees • Linking to other campus profiling systems to cross-populate profiles • Tie into existing programs ORCID Outreach Meeting, May 22nd, 2014
  • 17. What else can we do? • Include in eResearch (grants and applications) • Integrate into med school CV system, profile system • Identity and Access Management initiative • Integrate into Mcommunity (LDAP) • Authority control on campus level ORCID Outreach Meeting, May 22nd, 2014
  • 18. Thank you. alixkee@umich.edu @alix_rae ORCID Outreach Meeting, May 22nd, 2014 http://orcid.org/0000-0002-5606-9176