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Consortia Onboarding Checklist

The following criteria must be met before a consortium agreement can be finalized and the discount applied.  

Consortium

  1. Identify Consortium Lead Organization and main contact
  2. Determine how the consortium will be funded
  3. Identify support model and cost recovery model for consortium staff
  4. Draft policy for consortium, outlining goals of the consortium, membership criteria, governance principles, and how progress will be monitored
  5. Put out a call for participation in the consortium
  6. Determine whether implementation will be via a central platform, in a distributed manner, or in a mixed central/local approach
  7. At a minimum, finalize job description and put out a hiring call for community management staff
  8. Develop a web page with information about the consortium lead, support contact, and basic information about ORCID best practices

ORCID

  1. Answer consortium questions
  2. Support discussions about consortium policy
  3. Provide introductions to other consortium leads
  4. Provide basic training to consortium lead staff
  5. Provide access to member self-management pages to collect information about consortium members

Fees for the consortium are due within 60 days of signing the agreement. In addition, the following criteria must be met within three months of the agreement being signed.  

Consortium

  1. Hire and onboard community management staff
  2. Relevant Consortium Lead staff participate in ORCID training
  3. Support staff complete ORCID training and homework
  4. Initial contact made with all consortium members, including instructions on how to contact support staff and communicate with other consortium members
  5. Entry of consortium member organization details in the ORCID member database
  6. Official consortium launch

ORCID

  1. Provide in-depth training for community management staff, review homework, and provide feedback
  2. Initial contact with consortium members to introduce ORCID staff and resources
  3. Support official consortium launch