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ORCID Implementation and Outreach at the University of Michigan Alix Keener, U-M ORCID Project Manager ORCID Outreach Meeting, May 22 nd , 2014

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

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A presentation on May 22, 2014 as part of a panel on outreach and best practices for integrating ORCID iDs on campus, specifically at the University of Michigan.

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Page 1: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

ORCID Implementation and Outreach at the University of MichiganAlix Keener, U-M ORCID Project Manager

ORCID Outreach Meeting, May 22nd, 2014

Page 2: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

• Background• Stakeholders• Implementation Task Force• Pilots• Next steps

ORCID Outreach Meeting, May 22nd, 2014

Page 3: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 4: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 5: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 6: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

ORCID Task Force

ORCID Outreach Meeting, May 22nd, 2014

http://www.lib.umich.edu/orcid

Page 7: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

ORCID Outreach Meeting, May 22nd, 2014

http://guides.lib.umich.edu/ORCID

Page 8: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 9: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

PilotFirst 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

Page 10: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

Other PilotsAd 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

Page 11: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

Ongoing & Next Steps

ORCID Outreach Meeting, May 22nd, 2014

Page 12: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

Social // Technical

ORCID Outreach Meeting, May 22nd, 2014

Page 13: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

‘Informal’ Plan

• Ground-up• In-person outreach• Subject specialists• Small-group pilot

testing and feedback

ORCID Outreach Meeting, May 22nd, 2014

Page 14: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

‘Formal’ Plan

• Top down initiative• Communication

from deans, Provost

• Planning for implementation across the University

ORCID Outreach Meeting, May 22nd, 2014

Page 15: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 16: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 17: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

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

Page 18: ORCID Outreach Meeting - Alix Keener, University of Michigan - Chicago - 05/22/2014

Thank you.

[email protected]

@alix_rae

ORCID Outreach Meeting, May 22nd, 2014

http://orcid.org/0000-0002-5606-9176