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href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/">UK ORCID Support</a></h1> <div class="nav-wrapper"> <div id="search"><form action="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/" method="GET" autocomplete="off"><label for="search_term">Search</label><span class="ui-helper-hidden-accessible" aria-live="polite" role="status"></span><input id="search_term" name="s" placeholder="Search" class="ui-autocomplete-input" autocomplete="off" type="text"><button type="submit"><span class="visuallyhidden">Search</span><span class="icon icon-search"></span></button></form></div> <nav class="masthead__nav header__nav--primary" role="navigation" data-dropdown aria-label="Main menu for the site"> <div class="menu-main-menu-container"><ul id="menu-main-menu" class="menu"><li id="menu-item-590" class="nav__item active has-popup"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/guidance/" 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Technical</a></li> <li id="menu-item-1427" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/faq/faq-getting-support/">FAQ: Getting Support</a></li> <li id="menu-item-1424" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/faq/faq-specific-system-help/">FAQ: Specific System Help</a></li> <li id="menu-item-1431" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/faq/faq-advocacy/">FAQ: Advocacy</a></li> <li id="menu-item-1426" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/faq/faq-making-the-business-case/">FAQ: Making the business case</a></li> <li id="menu-item-1428" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/faq/faq-general/">FAQ: General</a></li> </ul> </li> <li id="menu-item-594" class="nav__item"><a href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/blog/">Blog</a></li> </ul></div> </nav> </div> </div> </div> </header> <main id="main" class="main" role="main"> <div class="inner l-pull-left featured"> <div class="l-centre-offset">   <div class="row cms"> <ul class="breadcrumb has-backlink" typeof="BreadcrumbList" vocab="http://schema.org/">  <span property="itemListElement" typeof="ListItem"><a property="item" typeof="WebPage" title="Go to UK ORCID Support." href="http://web.archive.org/web/20240601061915/https://ukorcidsupport.jisc.ac.uk/" class="home"><span property="name">UK ORCID Support</span></a><meta property="position" content="1"></span> > <span property="itemListElement" typeof="ListItem"><span property="name">Guidance</span><meta property="position" content="2"></span> </ul> </div>  <div class="row"> <div class="col span-10 cms"><h1>Guidance</h1><p>On this page you will find guidance materials developed mostly by the Jisc support team to help managers, practitioners and developers considering or implementing ORCID.</p> <ul> <li><a href="#manpra">Guidance for Managers/Practitioners</a></li> <li><a href="#dev">Guidance for Developers</a></li> <li><a href="#directors">Guidance for Strategic Managers/Directors</a></li> </ul> <h2 id="manpra">Managers/Practitioners</h2> <p>Are you a Manager or Practitioner with responsibility for reviewing ORCID membership or for implementing ORCID in your institution?</p> <p>For all-round advice on what to consider and what actions to take, <a href="http://web.archive.org/web/20240601061915/http://repository.jisc.ac.uk/6025/3/Jisc-ARMA-ORCID-checklist-for-HEIs.pdf">the ORCID checklist for Higher Education Institutions</a> is a good starting point. It provides a practical aid for managers and practitioners in the library or research office, based on lessons learned from the UK ORCID pilots commissioned by Jisc in collaboration with the Association of Research Managers and Administrators (ARMA).</p> <p>In addition, below, are more specific sources of guidance developed by the UK ORCID support team.</p> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">Are you considering ORCID membership?</h2> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/assess-the-benefits-of-using-orcids/">Review the benefits of ORCID for institutions</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/understand-the-range-of-institutional-system-types-and-approaches/">Consider whether your systems are in a position to facilitate adoption of ORCID</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/alternatives-to-immediate-orcid-systems-integration/">Consider alternatives to immediate ORCID adoption</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">Do you want to sign up for ORCID?</h2> <div class="show_hide__target"> ORCID is being offered to UK universities through a national consortium arrangement facilitated by Jisc. Benefits include reduced membership costs and UK-based technical and community support for implementation.</p> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/faq/#membership">Find out more about costs and how to apply for UK ORCID consortium membership</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">Are you signed up and want to get going with ORCID?</h2> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/next-steps-for-new-members/">See how to take your first steps implementing ORCID</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree-2/">Step through our decision-making diagram to help decide your strategy</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">What are the system decisions you need to take?</h2> <div class="show_hide__target"> You will need to decide where to capture ORCIDs and where they need to be stored. How you do this will depend on what systems you have and your particular workflows.</p> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/understand-the-range-of-institutional-system-types-and-approaches/">Get help with considering where ORCID best fits with your existing systems</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">How do you realise the benefits of ORCID?</h2> <div class="show_hide__target"> The key is being clear on what you want to do with ORCID and the implications for your workflows and systems – we call these ‘use cases’.</p> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/review-required-use-cases/">Find out more about recognised and prioritised use cases</a></li> </ul> </div> </section> <section class="is-collapsible show_hide__container is-collapsible--button" data-collapsible=""> <h2 class="show_hide__trigger">How can you advocate ORCID adoption in your institution?</h2> <div class="show_hide__target"> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/faq/#advocacy">Advocacy resources to engage your researchers in using ORCID</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/making-the-business-case-for-orcid-a-management-briefing-toolkit/">Materials to help you make the case for ORCID in your institution</a></li> </ul> </div> </section> <p></p> <h2 id="dev">Developers</h2> <p>Are you a Developer working on integrating ORCID into library and research systems?</p> <ul> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/faq/#technical">Visit the Technical FAQ section of our website</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree-2/identify-orcid-capabilities-of-available-systems/">Review ORCID capabilities of available systems</a> & <a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/useful-links/#ssi">other system specific information</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/useful-links/#integrations" target="_blank">See ORCID information on integrations and workflows</a></li> <li><a href="http://web.archive.org/web/20240601061915/http://ukorcidsupport.jisc.ac.uk/useful-links/#orcidapi">See ORCID API resources</a></li> </ul> <h2 id="directors">Strategic Managers/Directors</h2> <p>Are you a Director of Library or Information Services, or perhaps a PVC for Research and Innovation, with responsibility for investment to improve research support services?</p> <ul> <li><a 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