From the ORCID Outreach Meeting, May 21-22, 2014, held in Chicago, Illinois, USA. https://orcid.org/content/orcid-outreach-meeting-and-codefest-may-2014 Best practices in the promotion and creation of ORCID identifiers for faculty, staff, and students: outreach and policy Institutional culture varies between universities and research institutes, necessitating a locally relevant approach to integration of ORCID identifiers. In this session, institutions will share information about their decision-making, business planning, and strategies for communications and adoption within their communities. Moderator: Kristi Holmes, Director, Galter Health Sciences Library, Northwestern University, and Outreach Lead, VIVO Presenters: Theodora Bakker, Associate Director Knowledge Informatics and Systems & Technology, New York University Langone Medical Center Gail Clement, Associate Professor & Scholarly Communication Librarian, Texas A&M University Christopher Shanahan, Assistant Professor and Faculty Lead, BU Profiles, Boston University School of Medicine Alix Keener, ORCID Project Manager, University of Michigan Sally Rumsey, Digital Research Librarian at the Bodleian Libraries, University of Oxford

1. ORCIDs at Oxford
Sally Rumsey
The Bodleian Libraries
University of Oxford
Mary Harssch www.flickr.com/photos/mharrsch/132558912/ CC
BY-NC-SA 2.0

2. Context
• Challenge of managing research outputs
– > 5000 research active staff
– > 5000 research students
– Estimated 12,000 peer reviewed articles per annum
– Highly devolved institution
• Oxford Person Identifiers Group
– Representatives from Bodleian Libraries; IT Services;
Research Services; Legal Services; Student
Administration; OUP
• Proposal endorsed by RIMSC* (Chaired by PVC-R)
* Research Information Management Sub-Committee of the Research Committee

3. Approach
• Control and ownership of personal information
• Data protection
• Value proposition for authors
• Lightweight model
© Francis Rumsey, 2011

4. Process of ORCID assignment/linking for Oxford authors
User logs in via SSO
request new ORCID/link
existing ORCID button
ORCID associated with person
in CUD
a) New ORCID: Create ORCID
b) Existing ORCID: Sign in to
ORCID [validation]
Person associated with ORCID
ORCID
First/Last Name
email
University of Oxford

5. Progress
• Technical development
• Guidelines for authors
• Discussions with ORCID
• Symplectic upgrade
• [Soft launch]
• [Advocacy and
documentation]
• [Testing]

6. JISC-ARMA ORCID pilot project
• May 2014 – January 2015
• Focus on ‘soft’ areas of implementation
– Roll-out
– Promotion and publicity
– Sharing experiences with other UK HEIs
• Collaboration with OUP
• http://orcidpilot.jiscinvolve.org/wp/how-to-get-involved/

7. Outstanding Oxford requirements
• Relevant to OUP
• Update author’s
affiliation
• Symplectic
triangulation
• ORCID is listening

8. Recommendations
for ORCID
1. Set up an HEI user group
2. Authority for verification
retained within
institution
3. Resolve the problems of
institutional validation
4. Increased international
HEI representation on
ORCID boards
© Francis Rumsey, 2011