tag:blogger.com,1999:blog-55472126749701049212024-03-05T05:13:44.777-08:00York ORCID ProjectA Jisc/ARMA funded pilot project
Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-5547212674970104921.post-27423004194610456802015-07-28T08:50:00.000-07:002015-07-28T08:50:03.702-07:00Investigating unclaimed ORCID iDsThere is a potential in the current workflow used by Pure for ORCID iDs to be created but not subsequently claimed by the researcher. The ORCID account is created when the user clicks on the Create ORCID iD option in Pure. The researcher then needs to follow the unique link in the subsequent email to claim their iD.<br />
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After some very helpful exchanges with ORCID support, we decided that we should investigate the number of unclaimed iDs at York. Our technical expert, Julie Allison, used the ORCID API to produce a list of unclaimed iDs. This identified 49 unclaimed iDs. This represented 7% of the total at the time of running the report (back in June 2015).<br />
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The list of unclaimed iDs was cross-referenced to identify researchers' email addresses and departments. The department was relevant as we wanted to see if there was any pattern in the distribution of unclaimed iDs. We found that the majority of unclaimed iDs came from departments where the research administrators had clicked on the Create ORCID iD option in Pure on behalf of their researchers rather than the researcher doing it themselves. This is interesting when we are thinking about effective routes to ORCID implementation.<br />
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Having identified the unclaimed iDs, we then used the appropriate <a href="https://orcid.org/resend-claim" target="_blank">ORCID web page</a> to resend the claim email. We will monitor the success of this, and check for "new" unclaimed iDs, by using the ORCID API again later in the year.Anonymousnoreply@blogger.com1tag:blogger.com,1999:blog-5547212674970104921.post-22519202460533145322015-07-10T09:38:00.001-07:002015-07-10T09:41:38.731-07:00The 'Big Five-O'Over 50% of York researchers now have an ORCID iD recorded in Pure! It's taken about 4 1/2 months since launching the campaign in earnest (136 days, to be exact) but all-in-all that's not too bad.Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com1tag:blogger.com,1999:blog-5547212674970104921.post-9899227490928556442015-07-10T09:19:00.000-07:002015-07-10T09:40:22.499-07:00York ORCID Project at OAI9 Back in June, Thom Blake presented a poster about the York ORCID Project at the <a href="https://indico.cern.ch/event/332370/" target="_blank">CERN Workshop on Innovations in Scholarly Communications (OAI9)</a> in Geneva.<br />
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The poster can be downloaded from White Rose Research Online: <a href="http://eprints.whiterose.ac.uk/id/eprint/87739">http://eprints.whiterose.ac.uk/id/eprint/87739</a><br />
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<br />Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-60838973068210783432015-05-22T06:20:00.000-07:002015-05-22T06:21:42.322-07:00ORCID mug prize draw winner!In our second prize draw a fantastic customised ORCID mug was won by Judith Winters from Internet Archaeology. Congratulations to Judith and we hope she is happy with her new mug.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYggKSn1piIFI4IpU60ShB8gs60WJIAvTvxDXOKgZLSoq5RKQe-jPqerXjqpAvclqNL4nabqhxiVdTAkBCH_WAkdEfasA3w4sFn4XvnfTSMHCYU1V1Rv5xRXs0xMToDMCa7mXx2-Xq9dk/s1600/IMG_0201.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="239" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYggKSn1piIFI4IpU60ShB8gs60WJIAvTvxDXOKgZLSoq5RKQe-jPqerXjqpAvclqNL4nabqhxiVdTAkBCH_WAkdEfasA3w4sFn4XvnfTSMHCYU1V1Rv5xRXs0xMToDMCa7mXx2-Xq9dk/s320/IMG_0201.JPG" width="320" /></a></div>
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But don't worry, there is still time to enter our next draw for an customised ORCID mug. Just complete our online survey at <a href="http://www.york.ac.uk/orcid/">www.york.ac.uk/orcid/</a>Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com2tag:blogger.com,1999:blog-5547212674970104921.post-20347120728970360772015-03-25T07:49:00.004-07:002015-03-25T07:49:31.417-07:00ORCID and York at DigiFest 2015 and UKSG 2015Back on the 9th March, Janette Colclough from the York ORCID project joined Verena Weigert from Jisc to give an update on the project to attendees at the <a href="http://www.jisc.ac.uk/events/jisc-digital-festival-2015-09-mar-2015" target="_blank">Jisc Digital Festival 2015</a>. The presentation from the event is available <a href="http://www.jisc.ac.uk/events/jisc-digital-festival-2015-09-mar-2015/programme" target="_blank">from the Jisc website</a> (Hint: under "Uncovering research - what's the standard?").<br />
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But don't worry if you couldn't make DigiFest; Janette will be giving further updates on the projects at York and the other participating UK institutions at the <a href="http://www.uksg.org/event/conference15" target="_blank">UKSG 38th Annual Conference in Glasgow</a>, on 31st March and 1st April. The session will be repeated twice as part of breakout group C, under the title "Distinguishing ourselves: experiences of ORCID iD implementation and the Jisc-ARMA pilot".Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-14971202832538374722015-03-25T07:12:00.003-07:002015-03-25T07:12:55.075-07:00The 'Big Five-OO'This week we reached over 500 ORCID iDs in Pure!<br />
It's a fairly arbitrary target, but everyone likes a round number. It also happens to work out at almost exactly 35% of our academic and research staff population - not quite as round a number but none-the-less an admirable target in it's own right.Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-80781828693907135502015-03-25T07:06:00.000-07:002015-03-25T07:06:38.411-07:00Disaster avertedAt the start of the year ORCID announced the new version of their API. For reasons clearly articulated on a <a href="http://orcid.org/blog/2015/03/23/balancing-innovation-and-stability-orcid-api">recent post on the ORCID blog</a>, ORCID made the decision to not actively support older versions of the API after their 'sunset date'. This change of API has caused some agitation at our end. As our implementation of ORCID is very much based around our CRIS - Pure - making sure that this continues to work effectively with the API is essential for the smooth running of our project. For a while it looked like we might have to go a period of time in which we couldn't generate ORCID iDs through Pure, or even add existing iDs to Pure. Experience shows that it doesn't take much disruption in service to undo a lot of good work in promoting that service in the first place. <br />
Responding to a change in API is not an easy business when using a large and 'business-critical' system like Pure. Atira - the developers of Pure - have to make the necessary changes for their next version release, putting it into an already busy update schedule. Once this new update is launched it needs to be installed on our test servers and tested before we can make it live. A system like Pure has a number of modules used by many different people in different ways for different purposes, many of which are critical, so testing has to be thorough and the system can't be made live until we are absolutely sure that there will be no nasty surprises. In short, the process can't be rushed and there is no way that we will have the next release of Pure (4.21.0) live by the time active support for the older ORCID API ceases. <br />
But, thanks have to go to Atira who have come to our rescue by launching an intermediate release of Pure (4.20.X) which uses the updated ORCID API but which we can implement without the extensive testing needed when implementing a whole new release. The changeover hasn't happened quite yet but from the testing we've done it looks like the ORCID functionality will continue seamlessly without the users noticing any change. Panic over. Relax.<br />
<br />Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-32696988881762523882015-02-25T06:54:00.001-08:002015-02-25T06:54:21.957-08:00Struggling to keep up with demandWe have encountered a small technical hitch due to the high number of York staff all trying to register for an ORCID iD at the same time. The high volume of calls to the ORCID website from within PURE led to system problem and PURE had to be restarted.<br />
It's back working as normal and as the volume of requests normalises we aren't expecting to encounter the same problem again.<br />
Looking at the positive, the fact that we have a high volume of initial uptake is very encouraging. Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-61173938297266392042015-02-23T16:41:00.000-08:002015-02-25T06:41:26.161-08:00Full launch across the University!The roll-out of ORCID across University of York has begun in earnest with an email from the Pro-Vice-Chancellor for Research asking all research staff to sign up for an iD or add their existing iDs to Pure. <br />
But the hard work doesn't end here. We will be looking a the uptake of ORCID and getting questions and feedback from researchers to make sure we are providing the information, systems, and support that researchers need. Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-57115206846624861792015-01-19T05:58:00.000-08:002015-01-19T05:58:52.305-08:00Benefits of our approach<b style="font-weight: normal;"><b style="font-weight: normal;"></b></b><br />
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">Writing this entry in the gap between our initial pilot stage work and the full implementation of ORCID iDs across the University is a challenge! In many ways, we are still waiting to see if our pathway for academic staff and researchers is an effective one for others to follow. We hope that the following comments are useful to other institutions.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">Early indications are that voluntary ORCID iD registration by academic and research staff via an institutional CRIS can show positive results. The very short pilot stage with relatively little active advocacy (see earlier blog entries) resulted in over 70 ORCID iDs recorded in Pure in a short space of time.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">Despite experiencing some technical setbacks ourselves, the implementation of ORCID iD functionality within a CRIS still seems to be a sensible route forward, both in terms of where research staff need to record research outputs and potential future system interoperability options, e.g. in reporting to funders. Using the functionality provided by Pure meant that there was no need to develop a new integration ourselves. It is hoped the York project can feed into the future development of ORCID options in Pure and assist the Pure UK user community.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">Having the back-up of a University policy (in York’s case the Policy on the Publication of Research) is valuable. If nothing else, it illustrates the degree of institutional support for ORCID iDs within the University. The policy also provides a route in for discussion of ORCID with departments and Chairs of Departmental Research Committees.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">If the overall approach is to work and be sustainable, the messages provided to researchers need to be clear and consistent. It is important to consider if different messages may be needed for different user groups. for example, research staff, postgraduate research students, etc.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">For implementation to be successful, there needs to be institutional support at all levels and across the University including the Pro-Vice Chancellor for Research, the Library/IT Services/Archives, CRIS staff, and research administrators based in departments.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">In terms of benefits accruing to individual researchers and the University, it is too early to judge what will actually be delivered in terms of efficiency gains and staff time. System interoperability will be a key factor as will the adoption of ORCID iDs by key players such as research councils.</span></div>
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</b></b><br />Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-77435484763795119202015-01-16T03:52:00.000-08:002015-01-16T03:52:10.384-08:00Important lessons learntThis blog post considers some of the lessons that we have learnt from the project to date and in particular the short pilot exercise that we undertook with 4 departments in Autumn 2014 (see <a href="http://yorkorcid.blogspot.co.uk/2014/11/pilot-stage-initial-findings-are-in.html">earlier blog post</a>).<br />
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<br />Researchers and the name ambiguity problem</h3>
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<span style="font-family: inherit;">In talking to researchers and in responses to the pilot exercise survey, there seems to be a shared recognition of the problems of incorrect assignment of research outputs and the ambiguous nature of names. The ability to “distinguish myself” (chosen as our tagline in initial advocacy work) came top of the perceived benefits of ORCID iDs to individual researchers. There were a number of verbal anecdotes recited concerning misattribution of research outputs. Chairs of Departmental Research Committees appeared to quickly associate ORCID iDs with ideas around citation impact and research profile, both at an individual and departmental level. This is evidenced by the introductory emails that some Chairs of Departmental Research Committees sent out in association with the pilot exercise.</span><br />
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<br />Registration/addition of ORCID iDs via Pure - researchers views</h3>
<b style="font-weight: normal;"><br /></b>The implementation of ORCID iDs within Pure has consequences not necessarily relating to the perceived benefits of the IDs themselves. Pure is a central system at the University but, like other CRIS, it can be can hold negative associations for individual researchers. It is possible that implementation via a Pure route lessens the number of researchers likely to register for an iD - further investifation is required. It is noticeable that the number of iDs registered to <em>york.ac.uk</em> users increased by approximately 200 during the pilot stage whilst the number of iDs listed on Pure increased by approximately 70 (see also technical aspects below). A small number of respondents to the survey suggested that getting an iD was just an additional bureaucratic burden.<br /><br />There is some evidence from the pilot exercise survey that although researchers could see the value of ORCID iDs, they could not see the value of creating/adding an iD into Pure. This could be linked to the ORCID profile versus ORCID iD issues covered below but we need to be clearer on what we see as the advantages of this route. It does not seem unreasonable to spell out the advantages of having an ORCID iD in Pure to researchers. It is unfortunate that it was not possible to get a functioning EPrints connector in place (we are still working on this at time of writing) as this would be one illustration of the how the iD would link through to other systems<b style="font-weight: normal;"><span style="background-color: transparent; color: black; font-family: Arial; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;"><span style="font-family: inherit;">.</span></span></b><br />
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ORCID iDs via PURE - technical aspects</h3>
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Technical issues delayed the progress of the project at a number of stages (see also <a href="http://yorkorcid.blogspot.co.uk/2015/01/implementing-orcid-at-york-technical.html">Technical approaches blog entry</a>). This was disappointing in that we were subsequently unable to reach all of our target outcomes within the JISC-ARMA timescale. Other institutions need to be aware that all technical aspects need to be thoroughly tested ahead of any implementation to make sure that they work as intended. New functionality may have unforeseen requirements. For example, it was anticipated that the changes required to the EPrints connector would be straightforward but the ORCID iD field was initially found not to be indexed and was therefore unavailable to add into the connector (this has now been rectified).<br />
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The use of the ORCID iD functionality in Pure also proved to be more problematic for researchers than anticipated. After creating or adding an iD, the user needs to save the changes. Unfortunately, the save option at the foot of the screen was missed by many researchers. On analysis of the pilot survey responses, 10 of the 17 researchers who stated that they had created an iD in Pure had actually failed to save the iD in Pure. A similar issue appears to have applied to those researchers adding an iD into Pure. As a consequence of these issues, the University’s ORCID web page used for full implementation have additional detailed instructions on the ORCID options. A request will be made to Pure to consider a “you have unsaved changes” warning message.<br />
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ORCID profile versus ORCID iD</h3>
<br /><span style="font-family: inherit;">The York pilot exercise highlighted the need for clarity in distinguishing the ORCID profile functionality from the role of ORCID iDs as persistent identifiers - this can be a potential source of confusion. Any institution planning an implementation may wish to consider its position and targets in terms of ORCID iDs and ORCID profiles for constituent user groups.</span><br /><br /><span style="font-family: inherit;">At York, we needed to clarify our use case for academic and research staff to make it clear that for this group we are actually only interested in the iD element of ORCID. The profile element, at least from an institutional perspective, is being provided by Pure and will made public via the Pure portal (the </span><a href="https://pure.york.ac.uk/portal/en/"><span style="font-family: inherit;">York Research Database</span></a><span style="font-family: inherit;">) in due course.</span><br /><br /><span style="font-family: inherit;">Individual researchers, however, may associate ORCID with its profile functionality, especially as they see the opportunity to add Personal information when they activate their record. This led some researchers in the pilot exercise to assume that they had to develop their ORCID profile. A significant number of researchers expressed their disappointment that Pure did not automatically populate their ORCID record; there currently no interaction between ORCID and Pure in terms of profile content other than the iD. Evidence from pilot strongly suggests that there was an expectation from researchers that one would automatically populate the other</span>.<br />
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<br />Postgraduate Research students and support staff - other use cases and workflows</h3>
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<span style="font-family: inherit;">The University of York use case is actually different for staff without a Pure profile (at York this includes support and technical staff) and postgraduate research students (who also do not have a Pure profile). For these users there may be a personal advantage in having both an ORCID iD and an ORCID profile (see above). The ORCID profile functionality provides a useful platform for these users to promote themselves and their research outputs. These factors mean that the messages communicated may need to vary depending on the planned outcomes and the user groups being targeted.</span><br />
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The workflows involved may also be different for these groups. For example, for postgraduate research students it may also be possible to store their ORCID iD within their student record; one option would be to investigate integrating ORCID iDs into the University’s student information system (SITS). In terms of the repository, the White Rose institutions are already investigating the use of ORCID iDs as a required field for deposit into <a href="http://etheses.whiterose.ac.uk/">White Rose eTheses Online</a>. It is planned to similarly investigate the possibility of including an ORCID iD field in the direct deposit form for <a href="http://eprints.whiterose.ac.uk/">White Rose Research Online</a>.<b style="font-weight: normal;"></b><h3>
<br />The importance of partnerships and institutional support</h3>
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The York project team involved several key teams within the Information Directorate and beyond. The project was led by the Information Directorate’s Research Support team but input from the Digital York team and the Research Strategic and Policy Office (RSPO) was essential to progressing the work. At York, Pure is managed by the RSPO and without their collaboration the project would not have been possible.<br /><br />From the start, the project had the full support of the Pro-Vice Chancellor for Research (PVCR). The PVCR provided a supporting letter for the JISC-ARMA bid and the launch emails for full implementation will be sent out under the PVCR’s name.<br /><br />The participation of the 4 departments in the pilot exercise should also be acknowledged - the lessons learnt during the pilot exercise should prove invaluable to the full implementation. Of particular note was the importance of the departmental research administrators in certain departments - once administrators were convinced of the value of ORCID iDs they were very willing activists encouraging their researchers to register.<b style="font-weight: normal;"></b><br />
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Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-54851214652458498742015-01-15T03:20:00.000-08:002015-01-15T03:20:26.631-08:00Implementing ORCID at York : a technical perspective<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="font-family: Arial; font-size: 15px; line-height: 1.15; white-space: pre-wrap;">For York’s ORCID pilot project, this is what we said we would do:</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Pure is a current research information system (a CRIS) offered as a commercial product by Elsevier. York have been using Pure for several years, and have connected Pure to various internal systems, including those for finance and HR, to provide a single source of data about research activity in York. Open access versions of research outputs can be added to Pure and are sent via a connector to </span><a href="http://eprints.whiterose.ac.uk/" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">White Rose Research Online</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> (WRRO), our open access repository.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">From version 4.18 onwards, Pure has included support for storing and creating ORCID identifiers against a user’s personal profile. For York’s ORCID pilot project we decided to use the built-in ORCID functionality of Pure because a) it is a system every academic member of staff (with a research contract) has to interact with during their working life at York, and b) this provided an out-of-the box solution with no development required. By asking users to create their own identifiers, we also avoided having to develop any local utilities to perform batch creation and ensured users had engaged in what was happening.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">What we did</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In order to create ORCID identifiers in Pure, we needed to become ORCID members. We signed up for the Creator License as Basic Members (see </span><a href="http://orcid.org/about/membership" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">http://orcid.org/about/membership</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">). For the needs of this project, this license suited us perfectly although if we were to want to do more sophisticated things in future, such as connect multiple systems to ORCID or synchronise data with ORCID, there is a more costly ‘Premium’ Membership.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The Pure integration, in theory, needed only the correct ORCID member credentials and a couple of switches flipping.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img height="731px;" src="https://lh6.googleusercontent.com/DmXk750W2yhZbu72xqwMpc1XsBsq8tNmW0ueF3MTJuR_LsEI6ATwy6jYDJrIm6LySWK-cmgWFAdUBUkCkRyT5jbjV7Us13wb5lX6NnTJa2JlTjQVUT4exaj83LEbD2UhSA" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" width="624px;" /></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><i>ORCID configuration in Pure</i></span></div>
<b style="font-weight: normal;"><br /></b><span style="font-family: Arial; font-size: 15px; line-height: 1.15; white-space: pre-wrap;">In reality it was not quite so straightforward. The ORCID functionality in Pure 4.18x did not work and so we had to wait for an upgrade to version 4.19 for a fix. As Pure is a system which integrates with various business critical systems at York, an upgrade cannot just happen - a set of tests need to be carried out and work needs to be scheduled in with both the suppliers and IT Services at York.</span><br />
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Thanks to the support of our colleagues, we were able to push on with the upgrade speedily and the ORCID functionality was made live in November.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The process of adding an ORCID iD is relatively straightforward. The user must go into their Pure profile and select to either create a new ORCID iD, or add an existing one. </span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><i>Add or create an ORCID</i></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">A check button allows the existing ORCID identifier to be verified.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img height="233px;" src="https://lh6.googleusercontent.com/OwME9grbeu16pcHtFJ_c-UqplYDXtGmYYGV5yOXQkSKw33NYz1wFYK1Dsv7oOl2_B52m_w9gkxRbfp-84WT9NQDVAY5SfivAe1w2CNAKCgojeEjJkA7TV0mDNVmafb5nRw" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" width="464px;" /></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><i>Add an existing ORCID into Pure</i></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Creating a new ORCID identifier requires three steps:</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">a single click in Pure</span></div>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;"><div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">receiving an email from ORCID and following the verification link supplied</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">entering a password to claim and activate the ORCID iD</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">For those who wish to make more use of ORCID, creating an account allows them fill out their ORCID profile and to add publications to their ORCID record.</span></div>
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<a href="http://1.bp.blogspot.com/-o9RbjJPc8nw/VLeiCHeWsrI/AAAAAAAAAbA/LXtbuADMjt0/s1600/orcid.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://1.bp.blogspot.com/-o9RbjJPc8nw/VLeiCHeWsrI/AAAAAAAAAbA/LXtbuADMjt0/s1600/orcid.jpg" height="507" width="640" /></a></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><i>Verification email from ORCID</i></span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ORCID also provide access to a sandbox to allow full testing of the functionality without affecting any live systems. All screenshots above have be made in our Pure test system, talking to the ORCID sandbox.</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The second step for the project was populating our institutional repository White Rose Research Online (WRRO) with ORCID identifiers in Pure. Clearly, this step could not be taken forward until there were ORCID identifiers in Pure so it was held back until the first stage of the pilot had completed.</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The Pure eprints connector sends information to WRRO when there is a full-text attached to a research output and the text has undergone a copyright check by the Library. Within Pure there is a MODS XML metadata record containing information about the research output. An XSLT stylesheet transforms this MODS record in the EPrints XML format required by WRRO. We have local control of this stylesheet and so sending the ORCID identifier to EPrints is made via a simple edit to the transformation. In order to do this, though, we had to request the ORCID identifier be made available in the MODS metadata published by Pure (over which we have no control), something we had not realised needed to be requested. This caused another delay as the availability of the ORCID identifier in the MODS record was released in Pure version 4.20. This version was installed on our test Pure instance in mid December 2014 but, unfortunately, a separate problem broke the EPrints connector, requiring another fix that will be available in January 2015.</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">At the time of writing, we are confident that the ORCID identifer will seamlessly be added to the metadata supplied to WRRO for new outputs once the latest version is available. To retrospectively apply ORCID identifiers will require a re-synchronisation of data between the systems at a later point.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Implementation Issues</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">As noted above, we hit some technical issues during the testing of both the ORCID functionality and the connector to WRRO. Issues are part and parcel of running systems, but their impact on a project with a short timescale can be significant and have prevented us from delivering the full ORCID iD to WRRO integration on time.</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Other issues to note include the fact that our implementation of Pure at York does not provide accounts for PhD students, and so separate communications will be needed for that target group. For the pilot, students were encouraged to register for an ORCID iD on the ORCID web site, leaving us no mechanism for tracking how many ORCID iDs had been created (something we can see in Pure for academics and research staff).</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">A small, but significant, issue in the usability of Pure led to a number of people not saving their profile record containing the ORCID identifier. This led to these people being assigned an ORCID iD but the identifier not being stored in Pure. </span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In creating an ORCID iD via Pure, the user is allowed to alter the email used (something we would not recommend) but the user has no control over the format of their name. Pure already has the ability for a user to specify a preferred format, for example to exclude a middle name or provide a commonly used short version of their forename, but this is not used for ORCID iD creation, meaning that a user would need to edit this information in ORCID, adding an extra step.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">A separate issue is that Pure is an internal system whose public front-end is delivered by the </span><a href="https://pure.york.ac.uk/portal/en/" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">York Research Database</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">, an implementation of the Pure portal software. Having the ORCID in Pure doesn’t automatically mean it displays in the public view and needs to be separately requested. At the current time, then, ORCID iDs created in Pure are not publicly exposed.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Future Improvements</span></div>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Running the pilot project has allowed us to explore the functionality offered by Pure for creating ORCID iDs. After the initial false start, this is now in place and working. Out of the work on the pilot, we are feeding back three suggestions to Elsevier on the basic functionality of the connector:</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The ‘Save’ option in PURE is easily missed and it’s prominence should be improved.</span></div>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;"><div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Pure should use the user’s preferred name format in creating the ORCID identifier.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Provide a better error message when a user tries to create an ORCID when they already have one, and a link to the ORCID site.</span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img height="105px;" src="https://lh5.googleusercontent.com/fTssdLnpOaacXjX0tO5g9YHSB9fIaMi36c3kpjI5j-8cRCUW8x0eJlRzDvhLPLDDbXHtqpDu1TMEhwVlNR2Fgx2gH7mBXHzYAngHb1AmM-6vRZ8QruenOCoP-ipmbhtwAQ" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" width="413px;" /></span></div>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><i>Unhelpful error message if an ORCID already exists for that user.</i></span></div>
<b style="font-weight: normal;"><br /></b>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Including the ORCID identifier in the York Research Database would be a quick win and should be pursued.</span></div>
<b style="font-weight: normal;"><br /></b>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Better support for PhD students at York is needed, either through their being able to access Pure or by making it easier for them to create and record an ORCID iD with the University.</span></div>
<b style="font-weight: normal;"><br /></b>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The potential for synchronising outputs between PURE and ORCID needs to be more fully explored. Some users have been keen on this, but it raises some questions, for example over where the canonical source of publication information is and of what ORCIDs ‘added-value’ services should be.</span></div>
<b style="font-weight: normal;"><br /></b>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">It remains to be seen what more we can do with ORCID iDs, but some ideas that have already been discussed include using them within identity management systems at York and providing simplified mechanisms to assist academics in moving institutions.</span></div>
<br /><br />Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-5353295695904294992015-01-14T10:59:00.000-08:002015-01-14T10:59:43.179-08:00Reflecting on the users and use case<b style="font-weight: normal;"><span style="background-color: transparent; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;"><span style="color: black; font-family: inherit;">As we move towards full implementation, now seems a suitable time to reflect on our project to date. This is the first of a series of blog posts which look back at our initial aims and what we have achieved this far.</span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: inherit;">
</span></b><br />
<h3>
Underlying principles</h3>
<br />
<b style="font-weight: normal;"><span style="background-color: transparent; color: black; font-family: inherit; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">The guiding principle of ORCID iD implementation at York is the benefit that it brings to researchers; an ORCID iD is owned by the researcher and not by any one institution. This sense of researcher ownership and the use of ORCID iDs to benefit researchers rather than regulate them is seen as vital to successful implementation in a University such as York. The University should then subsequently benefit from the correct attribution of research outputs and the potential for sharing of information between systems.</span><br />
</b><br />
<h3 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
Benefits to researchers</h3>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
</div>
<b style="font-weight: normal;">
</b><b style="font-weight: normal;"><span style="background-color: transparent; color: black; font-family: inherit; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">The key benefits of ORCID iDs to researchers are seen as those articulated by ORCID itself and based on the iD as a solution to the name ambiguity problem and the need for accurate assignment of research outputs. It is anticipated that these benefits will grow through time as ORCID iDs become more widely adopted by other institutions, publishers and research funders. These themes were used in the project as the core advocacy messages. ORCID iD registration for research staff is made available via the University’s CRIS (Pure); the system used by research staff to record their research outputs.</span>
</b><br />
<b style="font-weight: normal;"></b><br />
<h3 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
Institutional policy</h3>
<b style="font-weight: normal;">
<br /><span style="background-color: transparent; color: black; font-family: inherit; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">This emphasis on individual registration is backed by institutional policy. This takes the form of a section of the University’s </span><a href="http://www.york.ac.uk/media/abouttheuniversity/supportservices/informationdirectorate/documents/UoYPolicyOnPublicationOfResearch20140611.pdf" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: inherit; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline;">Policy on the Publication of Research</span></a><span style="font-family: inherit;"><span style="background-color: transparent; color: black; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;"> which was approved during the course of the project. The section of the Policy relating to the Preparation publications refers to the use of a standard author identifier when submitting author details for a publication, where this option is given by the publisher. The guidance provided with the Policy endorses the use of ORCID iDs for this purpose.</span></span></b><b style="font-weight: normal;"><span style="font-family: inherit;"><br /></span><span style="font-family: inherit;">
</span></b><br />
<h3 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
Benefits to the institution</h3>
<b style="font-weight: normal;"><span style="font-family: inherit;">
<br /><span style="background-color: transparent; color: black; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">The combination of researcher sign-up, institutional policy and the technical infrastructure provided by Pure, is anticipated to deliver benefits to the University. The correct attribution of research outputs to University of York researchers is essential in terms of tracking research outputs, reporting to funders and benchmarking against other institutions. These reporting requirements are likely to continue to increase in the foreseeable future.</span></span></b><b style="font-weight: normal;"><span style="font-family: inherit;"><br />
</span></b><br />
<h3 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
Benefits moving forward</h3>
<b style="font-weight: normal;"><span style="font-family: inherit;">
<br /><span style="background-color: transparent; color: black; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">It is anticipated that the benefits of ORCID iD implementation will grow over time. It is hoped that ORCID iDs will save administrative time for researchers and support staff by ensuring correct and accurate transfer of information between systems. ORCID iDs have the potential to be a key element in the future interoperability of research systems, both internal and external. These future benefits are dependent, however, on the wider uptake of ORCID iDs in the UK and internationally, and on their adoption by key players such as research councils.</span></span></b><b style="font-weight: normal;"><span style="font-family: inherit;"><br />
</span></b><br />
<h3 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
Lessons learnt</h3>
<b style="font-weight: normal;"><span style="font-family: inherit;">
<br /><span style="background-color: transparent; color: black; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">The original project use case as described above is focused on academic and research staff with Pure profiles. The separate </span><span style="background-color: transparent; color: black; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;">Important lessons learnt</span></span><span style="font-size: small;"><span style="font-family: inherit;"><span style="background-color: transparent; color: black; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline;"> <span style="font-family: inherit;">blog post (coming soon)</span><span style="font-family: inherit;"> will include information on how we are looking to develop use cases and </span><span style="font-family: inherit;">workflows for postgraduate research students and for staff without Pure profiles.</span></span></span>
<br /><br />
</span></b><br />
<br />Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-48839991873947672582015-01-13T15:32:00.000-08:002015-01-19T08:40:25.323-08:00ORCID pilot prize draw winner!Congratulations to Rita Faria (Centre for Health Economics) who won our ORCID pilot prize draw. Rita goes away with an attractive ORCID mug, customised with her very own iD.<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYk_yiBAs6cgelM5zUvVXBcMwjWs042gUFH1_ELmeWaa04Ghw3bm8bLF678MwgNV04-RurM9G-4T86lf_f7T-mm3eOrtVedrUmHR6b4Yq_l0qBDpcsLax5hcBDQul0qnF1nHyj0mpVGW4/s1600/ORCIDMugPresentation1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYk_yiBAs6cgelM5zUvVXBcMwjWs042gUFH1_ELmeWaa04Ghw3bm8bLF678MwgNV04-RurM9G-4T86lf_f7T-mm3eOrtVedrUmHR6b4Yq_l0qBDpcsLax5hcBDQul0qnF1nHyj0mpVGW4/s1600/ORCIDMugPresentation1.jpg" height="320" width="240" /></a></div>
<br />
Missed out on the chance to win a customised ORCID mug? Don't worry, complete our online survey by 27th February 2015 for another chance to win: <a href="http://www.york.ac.uk/orcid">www.york.ac.uk/orcid</a><br />
<br />Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-25360381734106654682014-12-18T09:12:00.000-08:002015-01-09T09:15:53.192-08:00More bad news ... and some goodWe have been trying out the Pure EPrints connector in Pure 4.20.2 Test hoping that this will enable us to at least demonstrate the concept of the transfer of ORCID iDs to the White Rose Research Repository Online. Unfortunately, there is a problem with the EPrints connector that is not related to ORCID. The problem is fixed in Pure 4.20.3 so we will abandon 4.20.2 and look to the moving on to 4.20.3. At time of writing, we have no timescale for the implementation of 4.20.3.<br />
<br />
The good news is that the project continues to receive high level support within the University. The Pro-Vice Chancellor for Research now has her ORCID iD in Pure. She also wishes to send out the emails that will launch the full implementation at York.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-47363707628195040842014-11-24T07:01:00.001-08:002014-11-24T07:01:54.666-08:00Pilot stage - initial findings are inWe have just come to the end of our pilot and it's proved a very interesting and useful exercise in preparing us for full implementation. As of 17th November 2014, we had 61 ORCID iDs listed in PURE and 48 responses to our survey. Very encouraging for such a short pilot!<br />
<br />
These are some of the lessons that we have learnt from the pilot:<br />
<br />
<ul>
<li>The Create and Add ORCID iD options in PURE do work but not every researcher found them easy to use. We will need to provide more guidance in the full implementation.</li>
<li>Many researchers, but not all, recognise the value of ORCID iDs as a unique identifier and would recommend an ORCID iD to their colleagues.</li>
<li>It is more difficult to convince researchers as to the advantages of adding/creating their ORCID iD in PURE than it is of having an ORCID iD.</li>
<li>There is an expectation from some researchers that PURE and ORCID are directly linked, e.g. that one will populate the other.</li>
<li>It is only the iD that our pilot was really concerned with but researchers were unsure whether they should complete an ORCID profile or not.</li>
<li>If we want to increase the uptake of iDs by PGR students we will need to consider messages/information specifically targeted at them.</li>
<li>Research administrators can play a key role in encouraging their researchers to create/add ORCID iDs into PURE.</li>
</ul>
We plan to feedback to our pilot departments to thank them for their input and give them a brief summary of how the pilot went in their department. We also need to award a personalised ORCID mug to our prize draw winner!<br />
<br />
The pilot has given us lots of ideas for our full implementation which we are now expecting to launch in January 2015.<br />
<br />
Even though the pilot is officially over, we continue to see a slow but steady increase in the number of ORCID iDs in PURE. We have also seen a significant rise in the number of iDs with a york.ac.uk email address recorded on ORCID over the last few months (200 back in June to over 400 now). It would be nice to think that we are starting to make an impact but there must be other influences at work.<br />
Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-57033218989531186122014-10-29T05:11:00.000-07:002014-10-29T05:11:08.578-07:00Pilot now underwayToday sees the start of our ORCID iD implementation pilot!<br />
<br />
We are working with 4 departments (Centre for Health Economics, Environment, Health Sciences and Music). Each of the participants' Departmental Research Committee Chair has circulated an email to their research staff and postgraduate research students (PGRs) with some basic information about ORCID iDs. The email links out to our revised <a href="http://www.york.ac.uk/library/info-for/researchers/orcid/" target="_blank">ORCID iD webpage</a> from where researchers can register via PURE and research students via ORCID.<br />
<br />
The email also asks researchers and PGRs to give us their views via a Google form survey on ORCID iDs, the ease of registration via PURE or ORCID, and the information that they were provided with.<br />
<br />
We hope that the pilot (which runs until 14th November) will help us work towards wider implementation. It will be very interesting to see what the uptake of iDs is within the pilot departments and what feedback we will receive.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-34035880913809173732014-10-14T04:26:00.000-07:002014-10-16T04:34:55.050-07:00PURE 4.19 now live!Great news! PURE 4.19 is now live. We need to do a little bit more work to set up the ORCID functionality and to update our webpages but we should soon be in a position to switch on the ORCID options.<br />
<br />
Next step is to roll out the pilots.<br />
<br />
Unfortunately it looks like the EPrints connector work needs to wait for PURE 4.20 but we are still hoping to at least test the concept before the end of the project.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-4668170299504922552014-09-03T05:58:00.000-07:002014-09-10T06:04:51.621-07:00EPrints connector - issue with adding ORCID fieldUnfortunately, we have come across another technical issue. The problem this time is around our plans for adding the ORCID iD into our EPrints connector to that it is uploaded to White Rose Research Online (WWRO). On working with White Rose colleagues from Leeds, we have found that the ORCID iD field in PURE is not available for us to map into the data sent to EPrints. This is being followed up with the suppliers of PURE.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-39477139658538100512014-08-28T10:13:00.000-07:002014-09-09T10:15:38.386-07:00Potential pilot departmentsDespite the uncertainties created by not knowing when PURE 4.19 will be available, we have been pressing on with the selection of potentially 3 departments to test our ORCID implementation. We will approach 3 relatively small departments, one from the sciences, one from social sciences and one from the arts and humanities.<br />
<br />
Fingers crossed for positive responses. We are, of course, stressing the benefits that will accrue to the researchers/departments that take part in any pilot.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-38221961930465280522014-08-14T09:45:00.000-07:002014-09-09T09:53:37.552-07:00Problem with ORCID functionality in PURE 4.18It is with great disappointment that we've discovered that PURE 4.18 is not going to give us the ORCID functionality that we wanted for our project. PURE 4.18 gives us a field for researchers to add their ORCID iD but the creation and check functions are not working. There is no fix in 4.18. If we want the ORCID functionality that we were looking for we will need to wait for 4.19 to be available to us.<br />
<br />
Despite the best efforts of our colleagues, we do not have a timeline for the implementation of 4.19.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-66561670162969688292014-07-29T10:04:00.000-07:002014-09-09T10:09:02.031-07:00Preparations for advocacy; webpage under developmentWe have now recruited a member of our Academic Liaison team to our project group, Martin Wilkinson. Martin is working with us on the development on a webpage containing key messages around ORCID as well as a range of FAQs. We've gone for a format that highlights 5 key reasons for getting an iD with a main theme of "Distinguish yourself".<br />
<br />
We also want to embed a Google form in the webpage to gather information from researchers. This form will ask them, amongst other things, if they already have an ORCID iD and if so, what was there motivation for for getting one.<br />
<br />
The webpage will contain information and instructions around registering for an iD via the ORCID website and then adding this into PURE 4.18.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-9396725602366743992014-07-17T10:20:00.000-07:002014-09-09T10:23:18.936-07:00Policy on the Publication of Research approvedYippee! We've just heard that the University's Policy on the Publication of Research has been approved by Senate. This is really important to this project as the policy requires the use of author IDs and endorses ORCID for this purpose.<br />
<br />
We want to stress the benefits of using ORCID to researchers but it is good to have the back-up that the policy provides.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-23503275923647363822014-07-09T10:27:00.000-07:002014-09-09T09:40:13.323-07:00Pure upgrade<!--[if gte mso 9]><xml>
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We have now moved our live instance
of Pure (Research Information System) to version 4.18.<br />
V.4.18 has the ORCID functionality not present in earlier versions and necessary
for completion of the ORCID project at York, so it's implementation is
something of a relief. There was a potential cloud on the horizon as the
connector that joins Pure to ePrints, and through which we populate our
institutional repository, was not working as expected in the new instance of
Pure. For a while there loomed the difficult decision between living without
the connector or delaying the Pure upgrade but, thanks to the
Pure support at Elsevier, the problem has now been resolved and Pure 4.18 is up
and running, connector and all. <br />
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<![endif]--><br />Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0tag:blogger.com,1999:blog-5547212674970104921.post-65870927178773667172014-07-01T16:12:00.000-07:002014-10-16T02:13:37.324-07:00MembershipUniversity of York are now an ORCID member! We went for a Creator licence, Basic level membership.Thom Blakehttp://www.blogger.com/profile/01034761988707474489noreply@blogger.com0