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Making the business case for ORCID at your institution – UK ORCID Support

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typeof="BreadcrumbList" vocab="http://schema.org/"> <!-- Breadcrumb NavXT 7.3.0 --> <span property="itemListElement" typeof="ListItem"><a property="item" typeof="WebPage" title="Go to UK ORCID Support." href="http://web.archive.org/web/20240417145552/https://ukorcidsupport.jisc.ac.uk/" class="home"><span property="name">UK ORCID Support</span></a><meta property="position" content="1"></span> &gt; <span property="itemListElement" typeof="ListItem"><span property="name">Making the business case for ORCID at your institution</span><meta property="position" content="2"></span> </ul> </div> <!-- Main content --> <div class="row"> <div class="col span-10 cms"><h1>Making the business case for ORCID at your institution</h1><h2>A management briefing toolkit</h2> <h3>Aim of this toolkit:</h3> <p>To outline some of the likely benefits of ORCID adoption for researchers and institutions.<br/> To help you present these and support your decision makers in:</p> <ul> <li>understanding how ORCID can be used at the institution;</li> <li>considering the case for investment in integrating ORCID into institution systems;</li> <li>evaluating institutional membership of ORCID through the Jisc consortium.</li> </ul> <p>This toolkit is available as a <a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/making-the-business-case-for-orcid-a-management-briefing-toolkit/">pdf download</a>.</p> <h3>What is ORCID?</h3> <p>ORCID is an open, non-profit organisation, sustained and run by its members – research organisations. It provides persistent, unique digital identifiers to connect researchers and other research contributors to their affiliations, outputs, awards and achievements. Through integration of ORCID identifiers in research workflows such as manuscript submission and grant application, automated linkages can be made between researchers and their professional activities to ensure that their work is correctly attributed and recognised. These linkages will, in time, ease and reduce routine tasks such as reporting, preparing profiles for grant applications and correctly identifying and describing collaborators and job applicants. </p> <p><strong>ORCID will also allow institutions to assert and approve affiliations and allow grant awarding bodies to assert and approve award recipients, making it much easier to check authenticity against authoritative sources and accurately assess career trajectories</strong>.</p> <p>At 1<sup>st</sup> September 2016, ORCID had issued over 2.5 million identifiers to individual researchers, linked to over 15 million works. ORCID iDs appear in many other systems:</p> <ul> <li>over 5 million records with associated ORCID iDs in Web of Science;</li> <li>over 2 million articles with associated ORCID iDs in EuropePMC;</li> <li>over 3 million records with associated ORCID iDs in ElsevierConnect.</li> </ul> <div id="accordion"> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Your institution</strong></p> <div class="show_hide__target"> <p>Universities will want to understand and assess the benefits of ORCID adoption so that they can make decisions about:</p> <p>(i) promoting ORCID through advocacy and support resources for researchers, encouraging them to sign up – pilot projects indicate that such advocacy is most successful when it comes from senior levels within the institution;</p> <p>(ii) providing a sign-up/sign-in page from within an institution system so that an ORCID can be securely and privately linked to an individual&#8217;s institutional ID and affiliation can be authoritatively asserted by the institution;</p> <p>(iii) implementing ORCID within vendor systems (like CRIS) or investing in development for ORCID integration in local systems that do not come with off the shelf support;</p> <p>(iv) becoming members of ORCID so that they can benefit from member level access, for example through the Jisc consortium offer.</p> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">The Jisc Consortium</strong></p> <div class="show_hide__target"> <p>The Jisc ORCID consortium membership offers institutions access to ORCID membership at a reduced cost. Institutions also have access to additional technical and user support provided by Jisc. Several other countries have also recognised the advantages of the consortium approach including: <a href="http://web.archive.org/web/20240417145552/https://aaf.edu.au/orcid/#why-an-australian-orcid-consortium-model">Australia</a>, <a href="http://web.archive.org/web/20240417145552/http://orcid.org/blog/2016/08/05/meet-orcid-consortium-member-csc">Finland</a> and <a href="http://web.archive.org/web/20240417145552/http://orcid.org/blog/2016/08/11/orcid-new-zealand-update">New </a><a href="http://web.archive.org/web/20240417145552/http://orcid.org/blog/2016/08/11/orcid-new-zealand-update">Zealand</a>. Many regional consortia have also formed – more than half of ORCID membership is now part of national or regional consortia.</p> <p>Jisc consortium membership gives your institution local technical support and greatly reduced prices for access to ORCID premium membership, the highest level of ORCID membership.</p> <table> <tbody> <tr> <td><strong>Costs of ORCID<br/> premium membership</strong></td> <td>Individual membership</td> <td>Membership through the<br/> Jisc consortium</td> </tr> <tr> <td>Small organisations<br/> (less than $200m income pa)</td> <td>$10,000</td> <td>$1,500</td> </tr> <tr> <td>Larger organisations</td> <td>$25,000</td> <td>$2,500 (Jisc bands 4,5)<br/> $3,500 (Jisc bands 1,2,3)</td> </tr> </tbody> </table> <p>More on <a href="http://web.archive.org/web/20240417145552/https://www.jisc-collections.ac.uk/Help-and-information/JISC-Banding/">Jisc banding</a>;       more on <a href="http://web.archive.org/web/20240417145552/https://orcid.org/about/membership">ORCID membership</a>.</p> <p>Other benefits of consortium membership include:</p> <ul> <li>access to dedicated, ORCID trained, technical support staff from the UK Consortium;</li> <li>onboarding webinars , online resources, technical documentation and training materials;</li> <li>a growing national and international ORCID community to develop best practice, knowledge and skills in research management;</li> <li>ORCID integration across multiple enterprise systems;</li> <li>ORCID in vendor-hosted systems as well as separate internal systems;</li> <li>notifications from ORCID when information is updated in an ORCID record connected to the organisation.</li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Likely benefits of ORCID … to the institution:</strong></p> <div class="show_hide__target"> <ol> <li style="background: none">It should help institutions with: <ol type="a"> <li style="background: none">reporting</li> <li style="background: none">tracking, identifying and archiving publications and datasets</li> <li style="background: none">identifying outputs and collaborations</li> <li style="background: none">integrating with internal and external systems</li> <li style="background: none">improving data quality</li> <li style="background: none">following research careers of staff and alumni</li> <li style="background: none">integrating new staff, visiting staff and staff with multiple current affiliations</li> <li style="background: none">correctly attributing the contribution of all research participants and supporters</li> <li style="background: none">asserting and checking affiliation;</li> </ol> </li> <li style="background: none">It acts like a hub that will connect with institutional, funder, publisher, and other researcher identifier systems;</li> <li style="background: none">It will provide more automated disambiguation of authors in a number of different contexts, including when aggregating information about an institution&#8217;s research outputs from external sources, using a CRIS system or when collecting information to support reporting, internal applications for promotion or strategic planning;</li> <li style="background: none">More information is available at: <a href="http://web.archive.org/web/20240417145552/https://members.orcid.org/research-organizations">https://memborcid.org/research-organizations</a><br/> here you can discover how other research organisations:</p> <ol type="a"> <li style="background: none">make the most of their ORCID membership</li> <li style="background: none">integrate ORCID into different workflows</li> <li style="background: none">communicate with research contributors to gain their support.</li> </ol> </li> </ol> <p>More details: <a href="http://web.archive.org/web/20240417145552/http://www.slideshare.net/ORCIDSlides/overview-of-orcid-for-research-organizations">A slide presentation from ORCID on the benefits to research organisations.</a></p> <p>ORCID&#8217;s vision is to “support trusted data exchange, improve data quality, and reduce paperwork and repetitive data entry “ see: <a href="http://web.archive.org/web/20240417145552/https://orcid.org/content/collect-connect">https://orcid.org/content/collect-connect</a><br/> ORCID emphasise that not only should institutions <em>collect</em> ORCID membership by encouraging staff and postgraduates to join but they should <em>connect</em> their own processes by integrating with ORCID so that the institution can authoritatively assert which staff and students are affiliated and can begin to see the progress and career paths of their past postgraduates.</p> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Likely benefits of ORCID (continued) … to the researcher:</strong></p> <div class="show_hide__target"> <ol start="5"> <li style="background: none">It connects with contributions, data and affiliations, allowing those connections to flow into profiling, CV and other systems;</li> <li style="background: none">It reduces and prevents mistaken identity;</li> <li style="background: none">It has the potential to save considerable time – “enter once re-use often”;</li> <li style="background: none">It improves recognition and discoverability for the person and their contributions;</li> <li style="background: none">It provides a lifelong, portable digital name;</li> <li style="background: none">The record is owned and controlled by the researcher, who can manage what information is connected and how it is shared;</li> <li style="background: none">It will enable compliance with organisations that require ORCID iDs;</li> <li style="background: none">It is free to register and to use for the researcher;</li> <li style="background: none">It can be part of making your research more accessible to other researchers, research users and research commissioners;</li> </ol> <p>More details: <a href="http://web.archive.org/web/20240417145552/http://www.slideshare.net/ORCIDSlides/overview-of-orcid-for-researchers">A slide presentation from ORCID on the benefits to researchers</a></p> <p>As adoption increases and organisations integrate ORCID into their systems, ORCID will improve efficiency for researchers, reducing the time they need to spend on repetitive data entry for tasks such as manuscript submissions, grant applications, creation and maintenance of CVs and profiles and reporting to funders. Organisations investing in integration will allow their researchers to reap the benefits and ORCID will facilitate automatically moving research information between internal and external systems making the systems integration of new staff, for example, swifter, more accurate and more complete.</p> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Other drivers for ORCID adoption and links to more information</strong></p> <div class="show_hide__target"> <ul> <li>Royal Society requires ORCID (from January 2016) – <a href="http://web.archive.org/web/20240417145552/https://blogs.royalsociety.org/publishing/from-january-youll-need-an-orcid/">article</a></li> <li>Wellcome Trust’s mandate for ORCID– <a href="http://web.archive.org/web/20240417145552/https://blog.wellcome.ac.uk/2015/06/30/who-are-you-recognising-researchers-with-orcid-identifiers/">article</a></li> <li>HESA includes ORCIDs in student and staff records – ORCID <a href="http://web.archive.org/web/20240417145552/http://orcid.org/blog/2014/03/03/orcid-uk-jiscarma-pilot-project-and-hesa-student-records">blog</a></li> <li>RCUK encourage researchers to use their ORCID iD in Je-S – <a href="http://web.archive.org/web/20240417145552/http://blogs.rcuk.ac.uk/2016/05/23/researchers-can-now-create-or-connect-their-orcid-identifier-in-the-research-councils-grants-system-je-s/">article</a></li> <li>Major publishers have committed to requiring ORCID iDs in the publishing process – <a href="http://web.archive.org/web/20240417145552/https://orcid.org/content/requiring-orcid-publication-workflows-open-letter">article</a></li> <li>European Commission report recommends ORCID adoption: <em>The European research system and Open Science Cloud should adopt ORCID as its preferred system of unique identifiers, and <strong>an ORCID iD should be mandatory for all applicants and participants in FP9</strong></em> &#8211; <a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/2017/05/european-commission-reports-recommends-orcid-adoption/">blog</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Advantages of ORCID membership</strong></p> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240417145552/http://orcid.org/about/membership">http://orcid.org/about/membership</a></li> <li><a href="http://web.archive.org/web/20240417145552/http://orcid.org/content/membership-comparison">http://orcid.org/content/membership-comparison</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Reports</strong></p> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240417145552/http://blogs.bodleian.ox.ac.uk/digital/2016/07/29/orcid-scoping-study-report/">University</a><a href="http://web.archive.org/web/20240417145552/http://blogs.bodleian.ox.ac.uk/digital/2016/07/29/orcid-scoping-study-report/"> of Oxford report</a> summarises the current state of ORCID adoption in the UK</li> <li><a href="http://web.archive.org/web/20240417145552/http://repository.jisc.ac.uk/6025/2/Jisc-ARMA-ORCID_final_report.pdf">Jisc and ARMA report</a> on UKHEI pilot projects</li> <li><a href="http://web.archive.org/web/20240417145552/https://zenodo.org/record/58971/files/de-Mello_THOR_ORCID-Integration.pdf">THOR report</a> on integrating ORCID into Data Records and database systems.</li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""><strong class="show_hide__trigger">Support resources on the Jisc UK consortium website</strong></p> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/guidance/">Thinking about ORCID systems integration</a> in your institution?</li> <li><a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/faq/#advocacy">Advocacy resources</a></li> <li><a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/events/">Fort</a><a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/events/">hcoming and recent events </a>with supporting materials</li> <li><a href="http://web.archive.org/web/20240417145552/http://ukorcidsupport.jisc.ac.uk/guidance/next-steps-for-new-members/">Next steps for new members</a></li> </ul> </div> </section> </div> <p><!-- end of accordion --></p> <blockquote><p><em>The UK research system should take full advantage of ORCID as its preferred system of unique identifiers. ORCID should be mandatory for all researchers in the next REF.</em></p></blockquote> <p>Recommendation from the Metric Tide report, <a href="http://web.archive.org/web/20240417145552/http://www.hefce.ac.uk/news/newsarchive/2015/Name,104464,en.html">quoted on</a> HEFCE website July 2015</p> <p style="text-align: right"><em>This document was produced by the Jisc UK ORCID Technical &amp; Community Support Team for the UK ORCID consortium.</em></p> </div> </div> </div> </div> </main> <footer role="contentinfo"> <!--.light here denotes depth of bg tint--> <div class="inner l-pull-left light l-gutter--top"> <div class="l-centre-offset row"> <div class="col span-4"><div class="linklist l-gutter--right"><div class="linklist__title">Contact</div><p>Email: <a href="http://web.archive.org/web/20240417145552/mailto:help@jisc.ac.uk">help@jisc.ac.uk</a></p> <br> <div style="margin-top:3em"> <a href="http://web.archive.org/web/20240417145552/http://orcid.org/" target="_blank"> <img src="http://web.archive.org/web/20240417145552im_/https://blog.mimas.ac.uk/ukorcidsupport/wp-content/uploads/sites/23/2017/04/ORCID_Member_Web.png" alt="ORCiD Member Logo" height="75"></a> </div> </div></div> <div class="col span-4"><div class="linklist l-gutter--right"> <div class="linklist__title">Recent posts</div> <ul> <li> <a href="http://web.archive.org/web/20240417145552/https://ukorcidsupport.jisc.ac.uk/2024/02/data-protection-and-orcid-one-year-on/">Data Protection and ORCID: One year on</a> </li> <li> <a href="http://web.archive.org/web/20240417145552/https://ukorcidsupport.jisc.ac.uk/2023/05/the-uk-orcid-advocacy-toolkit-cocreation-story/">The UK ORCID Advocacy Toolkit CoCreation Story</a> </li> <li> <a href="http://web.archive.org/web/20240417145552/https://ukorcidsupport.jisc.ac.uk/2022/11/institutional-orcid-mandates-are-they-a-good-idea/">Institutional ORCID mandates &#8211; are they a good idea?</a> </li> </ul> </div></div><div class="col span-4"><div class="linklist l-gutter--right"><div class="linklist__title">Website</div><ul> <li> <a href="cookies/">Cookies</a></li> <li> <a href="privacy/">Privacy</a></li> <li> <a href="accessibility/">Accessibility</a></li> </ul> <br> <div class="linklist__title">Useful links</div> <ul> <li> <a href="http://web.archive.org/web/20240417145552/http://orcid.org/">ORCID website</a></li> <li> <a href="http://web.archive.org/web/20240417145552/https://www.jisc.ac.uk/open-research">Jisc's open research services</a> </li> <li> <a href="http://web.archive.org/web/20240417145552/https://research.jiscinvolve.org/wp/">Jisc open research blog</a> </li> <!-- <li> <a href="http://scholarlycommunications.jiscinvolve.org/wp/">Jisc scholarly communications blog</a> </li>--> </ul></div></div> </div> <!--/ /-centre-offset.row --> </div> <!--/ .inner.l-pull-left --> <!--.medium here denotes depth of bg tint--> <div class="inner l-pull-left medium bottom-section"> <div class="l-centre-offset row"> <div class="col span-6"><div class="l-gutter--right"><div class="divisional-info"><div class="divisional-info__side"><a href="http://web.archive.org/web/20240417145552/https://jisc.ac.uk/"><img alt="Jisc logo" src="http://web.archive.org/web/20240417145552im_/https://ukorcidsupport.jisc.ac.uk/wp-content/themes/jisc_theme/img/jisc-logo.svg" height="70"></a></div><div class="divisional-info__body"><p>We are a membership organisation, providing digital solutions for UK education and research.</p><p><a href="http://web.archive.org/web/20240417145552/https://www.jisc.ac.uk/">Find out more at jisc.ac.uk</a></p></div></div><!--/ .divisional-info --></div><!--/ .l-gutter--right --></div><!--/ .col.span-6 --><div class="col span-6"><div class="linklist linklist--2col l-gutter--right"> <div class="linklist__title">Libraries, learning resources and research</div> <ul> <li class="linklist__item"><a href="http://web.archive.org/web/20240417145552/https://www.jisc.ac.uk/learning-and-research-resources">Learning &amp; research resources</a></li> <li class="linklist__item"><a href="http://web.archive.org/web/20240417145552/https://www.jisc.ac.uk/library-support">Library support</a></li> <li class="linklist__item"><a href="http://web.archive.org/web/20240417145552/https://www.jisc.ac.uk/open-research">Open research</a></li> </ul></div></div></div> <!--/ .col.span-6 --> </div> <!--/ .l-centre-offset.row --> </div> <!--/ .inner.l-pull-left.medium --> <!-- .heavy here denotes depth of bg tint --> <div class="inner l-pull-left heavy"> <div class="l-centre-offset row cc-wrap"> <div class="cc media-object"> <div class="media-object__media"> <a rel="license" href="http://web.archive.org/web/20240417145552/http://creativecommons.org/licenses/by-nc-nd/4.0/"> <img src="http://web.archive.org/web/20240417145552im_/https://ukorcidsupport.jisc.ac.uk/wp-content/themes/jisc_theme/img/by-nc-nd.png" alt="License" width="140" height="49"> </a> </div> <div class="media-object__body"> <!-- @CHANGE Add the following print version of the copyright notice. 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