Developing best practices for integration of ORCID identifiers

Wednesday, 30 October 2013, Washington D.C., USA

ORCID hosted its fall Outreach meeting on Wednesday, October 30 at the American Geophysical Union in Washington, D.C.  

This meeting focused on developing best practices for integration of ORCID identifiers into research workflows. The Outreach meeting opened with updates on ORCID registrations and memberships, integrations, and technical plans and provided opportunities to interact with ORCID staff.  The morning panel opened a discussion about integration of ORCID identifiers by publishers, research funders, and professional societies, leading into afternoon working sessions that focus on workflows and use cases for these stakeholder groups. Working session participants discussed current workflows, explored opportunities for embedding ORCID identifiers, and identified gaps and next steps for the research community.  Meeting products include documentation of workflows, integration points, and recommendations for best practices.

The mission of ORCID is to provide an open, independent registry of persistent, unique identifiers for researchers and scholars and automated linkages to research objects such as publications, data sets, other identifiers, grants, and patents. We collaborate with all stakeholders in the research community to connect research with researchers.

Event program

 See entire video program

08:00 Registration and continental breakfast.

09:00 Welcome and overview of best practices for the integration of ORCID identifiers into research workflowsAmy Brand, Outreach Steering group chair and Assistant Provost for Faculty Appointments and Information, Harvard University (recording | slides or click session title)

09:20 ORCID Status and Plans: Registrations, membership, and reaching sustainability. Laure Haak, ORCID Executive Director (recording | slides or click session title)

09:40 Outreach Update: Engaging the research community through ambassadors and grants. Rebecca Bryant, ORCID Director of Community (recording | slides or click session title)

10:00 Technical Update: New features and plans for 2014. Laura Paglione, ORCID Technical Director (recording | slides or click session title)

10:30 BREAK

11:00 Panel discussion: Integration of ORCID identifiers by publishers, research funders, and professional societies

Moderator: Ed Pentz, Executive Director, CrossRef and Chair, ORCID Board of Directors

Panelists: 

Véronique Kiermer, Executive Editor and Head of Researcher Services, Nature Publishing Group: Integration of ORCID identifiers by publishers

Christine W. McEntee, Executive Director and Chief Executive Officer, American Geophysical Union: Society Perspectives & Opportunities

Amy Northcutt, Chief Information Officer, National Science Foundation: ORCID Identifiers and Funding Agencies: An NSF Perspective

John Vaughn, Executive Vice President, Association of American Universities: Integration of Persistent Identifiers: a University Perspective

13:00 LUNCH

14:00-17:00 Concurrent Afternoon Working Sessions

The goal of these sessions is to (a) identify key research workflows, (b) map out ORCID identifier integration use cases and pathways, and (c) determine strategies to address existing gaps in information flow. Each session will bring together people with subject matter expertise and experience integrating ORCID identifiers from a variety of perspectives. Participants will be invited to comment on draft research workflows and use cases, and each session will produce a workflow document with included resources and recommendations for best practices. An afternoon break will take place at 15:30 p.m.

1.     ORCID identifiers in publishing workflows

This session will seek to address: How can/are ORCID identifiers being integrated into publishing workflows? What are the issues in capturing ORCID iDs during manuscript submission? How can we motivate authors to include an ORCID iD? What about co-authors? How can we ensure that ORCID iDs are carried through the production process? How should ORCID iDs be displayed in publications? What issues remain related to inclusion of ORCID iDs in submissions to CrossRef or PubMed or other publication repositories such as OpenAIRE?

Co-moderators: Tara Packer, Head of author and referee services, Nature Publishing Group and Reynold Guida, Director of Product Management, IEEE 

2.     ORCID identifiers in funding workflows

This session will seek to address: How can/are ORCID identifiers being integrated into funding workflows? What are the use cases? What are the issues in capturing ORCID iDs during grant submission? How do we motivate grantees to include their ORCID identifier?  How can we ensure that ORCID iDs are carried through the grant-making cycle? How can funders use ORCID data to support the post-award reporting process? What issues remain related to integration with initiatives such as FundRef and posting grant metadata back to ORCID?

Co-moderators: Liz Allen, Head of Evaluation, Wellcome Trust and Nichole Rosamilia, ORISE Fellow, U.S. Food and Drug Administration

3.     ORCID at professional associations

This session will seek to address: How can/are ORCID identifiers being integrated into association membership and meeting workflows? Repositories? What are the issues in capturing ORCID iDs during membership renewal or meeting registration? How do we motivate members to include their ORCID identifier?   How can associations use ORCID data to support member professional development? Repository deposition? What issues remain related to posting member or meeting metadata back to ORCID?

Co-moderators: Barbara Chen, Director of Bibliographic Information Services and Editor, Modern Language Association and Brooks Hanson, Director of Publications, American Geophysical Union 

Location and parking

The meeting was held at the American Geophysical Union (AGU) facilities at 2000 Florida Avenue N.W., Washington, D.C. Directions and parking information are available at http://about.agu.org/directions/

Hotel

We have reserved a block of rooms at the Hotel Palomar, 2121 P Sreet, NW, Washington DC 20037. 

Webcast and Twitter

Those unable to attend in person participated via virtual conferencing technology for broadcast audio and viewing of the presentation slides for the morning sessions. We also posted updates via the @orcid_org Twitter account using the hashtag #orcid11.

Questions?

Please direct any questions about this meeting to [email protected].

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