Ten next steps for new members of the UK Jisc ORCID consortium
This page provides an overview of points to be considered and help available for institutions starting out with ORCID membership and implementation through the UK Jisc consortium.
If you have placed an order for membership of the UK ORCID Consortium with Jisc Collections, these are the next steps:
1. Complete your membership and contact details
Once you have completed your order with Jisc Collections, the person completing the order will receive a request to identify who will be your main contact and your technical contact. You will be sent a link to fill in an online form to grant permission to ORCID for use of your name and logos on the ORCID website. Completing the online form is an important part of your membership agreement. Details of what is involved in the contact roles and what is appropriate can be found in the FAQ section of the support website. If the main contact is not yet known, the person completing the order should add as much of the form information as they can, and pass on the link to the form and the new member information (this page) to the main contact as soon as a main contact becomes available.
The information displayed for your institution on the ORCID website (see members list) and key contacts are managed through ORCID Self Service. It is the responsibility of the institution to manage this information and keep it up to date.
- To obtain edit access to the information, as a minimum, the main contact must register for an ORCID ID
- The institutional address that you use as your ORCID contact address (ie to manage the ORCID membership) must be associated with your ORCID ID (if there are different forms or formats of institutional address, please make sure that they match)
- Sign in to ORCID, then use the ‘member tools’ tab to review the information and update it. (Let us know if this does not show and we can escalate to ORCID)
Further instructions on using Self Service are here: http://ukorcidsupport.jisc.ac.uk/guidance/orcid-self-service/ – this includes a recording to a webinar which explains further. Any problems, please get in touch using firstname.lastname@example.org
2. Familiarise yourself with support available to you through Jisc
Support is available through the Jisc UK ORCID consortium support team as a first port of call, with assistance from ORCID and the wider community.
- Please contact us through the helpdesk email@example.com as a first port of call stating that your query relates to ORCID, and your email will be routed to the dedicated ORCID consortium support staff.
- We offer all new members the opportunity for a 1:1 consultation by phone to consider their next steps and immediate support needs and to learn about your plans. Please contact the Jisc helpdesk (email as above) when you are ready to have this consultation and a convenient time will be arranged (times available are between Monday and Thursday).
- The Jisc support includes: a dedicated website with guidance, support, resources, FAQs, community information and details of community activities; community events and hackdays; co-ordination of member feedback and requirements capture; advocacy on behalf of members to address common issues; and a blog
- All the support options and contact details are also found on the support page.
3. Get connected with the community
A key part of ORCID membership is participation in the ORCID community, which is supported by the Jisc support service. There are various immediate opportunities:
- Your institutional entry on the ORCID website members list – this happens automatically once you have sent the information through the form in step 1 (and emailed an institutional logo, where needed).
- Entry in the public member integration spreadsheet – this will help you to connect to institutions at a similar stage of implementation or using similar systems. Please do get in touch if you would like us to facilitate any connections; we rely on the community to keep the spreadsheet updated and invite you to comment and update the entry for your institution as your plans and implementation develop. Or email any updates to the help desk.
- Community mailing list – please join the email list ORCID-UK@jiscmail.ac.uk
- Community events – you will be informed about community events run by the Jisc support service through the community mailing list
- Community resources section on this website
- A monthly newsletter from ORCID which is one of the member benefits.
- ORCID’s general member support website
4. Plan your ORCID integration strategy and wider implementation
Below is a selection of useful resources to help you understand how to use ORCID and what your integration options are. This will help to inform your decisions about how to integrate ORCID into your systems and workflows. You need to consider both implementation and promotional aspects in the roll-out of ORCID at your institution.
- All About Flow – a blog by Josh Brown of ORCID on how ORCID works with CRIS software and other data sources so that systems can work together
- A decision tree to help your strategic planning produced by the Jisc support team
- Jisc/ARMA pilot checklist – this provides guidance in the form of lessons learnt and recommendations to help with strategy and decision making
- Guidance from ANDs in Australia on different implementation levels
- Details of the Collect & Connect integration workflow
- Guidance on where ORCID iDs need to be captured and propagated
We will be delighted to arrange your 1:1 consultation with the Jisc support team to discuss any aspects of your strategy; this can involve as many members of your team and different institutional services as needed.
5. Liaise with your technical support
6. Get set up for integration
When you are ready to start with an integration of your systems with ORCID, you will need to follow the set-up instructions to obtain credentials for connecting with the ORCID API. This requires a registration process on the ORCID website. The set-up instructions are also found in the FAQ There are various steps to consider:
- If you are building your own bespoke integration with ORCID, you will need to set up a demo with the ORCID team before you can obtain production credentials.
- To provide a demo of your system you will need to set up a working integration with the ORCID Sandbox that the ORCID team can preview. This will require you to apply for Sandbox credentials.
- If you need to do a demo, items the ORCID team will be looking for in the demo are described in the Member credential check list.
- If your integration is based on vendor systems which are ORCID-enabled, you will not have to do a demo before obtaining credentials. See the Jisc support guide on connecting vendor systems.
- At the end of this process, ORCID will return production credentials to be used in your institution’s integration.
7. Plan your communications and advocacy
A key aspect of using ORCID is how you communicate with researchers to help them understand what ORCID is for and how it is being used in your systems, as well as giving practical advice and how to. The following resources will help you think of different strategies and provide examples of communication.
8. Follow ORCID’s display guidelines and use of the member logo
As a member of ORCID you should follow best practice when communicating with researchers about ORCID to provide a consistent message. You are also bound by the terms of the license agreement. As an ORCID member, you are entitled to display the ORCID member logo, which will be emailed to you by ORCID.
9. Understand the principles of ownership and control over individual records.
Researchers control the visibility of all the data that is part of their ORCID record. The privacy settings determine which information can be retrieved from and uploaded to the ORCID registry (including results of searching through the API); applications and systems can request the researcher to grant limited access permissions. See Visibility settings for users
10. Launch your integration
When you have completed your initial ORCID integration, it is good opportunity to promote your ORCID membership within your institution and communicate the benefits of ORCID. When you officially launch your integration, please advise ORCID who can assist with publicity if required. If your integration qualifies for any of the Collect and Connect badges, these will be issues by ORCID.
For further queries please contact us through the helpdesk at firstname.lastname@example.org as a first port of call.
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