Promoting ORCID to your researchers - June 1st 2016

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Video in TIB AV-Portal: Promoting ORCID to your researchers - June 1st 2016

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Promoting ORCID to your researchers - June 1st 2016
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As ORCID is rolled out at institutions across the country, librarians and research managers are involved in promoting and signing up researchers to ORCID. To assist in this process, the Council of Australian University Librarians (CAUL), the Australian National Data Service (ANDS) and the Australian Access Federation (AAF) are co-sponsoring a webinar that will cover: - Key messages you can use to promote ORCID to your researchers - Walkthrough of an ORCID record plus how to connect research datasets - How to access support via the Australian ORCID Consortium - Institutional experience of researcher engagement with ORCID - the National Library's ORCID integration work This webinar is an opportunity for you to both learn and share information regarding ORCID messages for researchers. The webinar organisers would like to gather information on ORCID messages that institutions have crafted for their researchers with a view to sharing these via a public website. Background: ORCID provides a persistent digital identifier that distinguishes one researcher from another. Through integration in key research workflows such as manuscript and grant submission, ORCID supports automated linkages between researchers and their professional activities, ensuring that their work is recognised. The benefits of adopting ORCID in Australia have been clearly articulated in Joint Statements and an Australian ORCID Consortium launched in February with 40 institutional members. Audience: Open to all but aimed at librarians and research managers engaging with researchers in ORCID promotion and sign up Speakers: Simon Huggard, on behalf of CAUL Natasha Simons, ANDS Elleina Filippi & Melroy Almeida, AAF Julia Hickie, NLA Scott McWhirter, UTS
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so welcome everyone my name's Simon Haggard I'm deputy director for research
and collections at the Trobe University and welcome to a webinar about promoting orchid to your researchers so I'd like to welcome you on behalf of call but the this this presentation is a jointly sponsored by call and by N's and by the Australian access Federation we've all been working together to ensure that we have a number of activities going on that can help people implement orchid at their institutions so the Australian access Federation leading the orchid consortium and they'll be presenting today and we've got a number of presenters also from different areas we'll be presenting about promoting orchid to and your researchers and if you're if you want to tweak today's presentation that'd be great and use the the hash tag hash orchid that'd be really good and so in terms of our speakers today we've got a lot to cover and this webinar will probably go the full length will probably finish at about twenty past one and that's one will have some questions at that time so that may go on a bit longer depending on the number of questions now if we don't get to all of the questions at the end of the sessions will more cover those and we'll send them to the presenters and they can sense and responses back to to refer to you answering your questions so we're covering five different areas with five different speakers so I'll be presenting just some basic sort of ideas about awkward and what we're doing and how you can promote to your researchers some basic messages that you can use then Natasha Simon's from Anne's will be presenting through about I know it could record what it looks like how you can link that up to different external sources and then we'll have Milroy Almeida from the Australian access Federation who'll be talking through some technical things and what you can do to access support from the Australian access Federation then after that we'll have Julia Hickey from the National Library of Australia who will be talking about orchid and how orchid is integrated into trove and what that looks like and then at the end the last session for the for the webinar will be Scott mcwhirter from University of Technology Sydney and he'll be talking about researcher engagement at UTS so so I'll go through I guess some
things around orchid and some basic messages so as I mentioned before I guess what we're doing is we're ends in the stony Nexus Federation on call are really interested in promoting providing resources that you can use to help you implement orbit at your institution so now this webinar is really a one of we're planning a series of these so we'll see how we go but we've had a lot of you know interested in these presentations and we'll be putting as much information as we can in a place where you can you can access that and if other people have I guess information that they're using to promote orchid to their own researchers we'd like you to share that with us as well and put it on a website where everyone can see that because that helps everyone be successful in their implementations so our webinar today is all about sharing knowledge about orchid and demonstrating success stories and what you can do and giving a giving a basic introduction as to how orchid can work so as I said before the a if the lead agent and they're here to help with some of the technical aspects of that to get you going so issues around authentication integration with different systems at your institution configuring the orchid side of things so that can work properly with your your own institution and and there's been a quite a lot of options that can be done on the orchid side of things to integrate with your own systems so they can help you with all of those sort of aspects and why orchid I
guess let's step back a little bit and say well why are we all talking about orchid and why is what's the OP consortium all about so the orchid is a globally recognized group I guess and they really are the leading or in terms of research or Identity Management and their that I guess they're becoming the sort of de facto standard I suppose for research or for researchers to be able to identify themselves with an ID so all could have I guess are an independent organization they're funded by us and funded by all of the institutions all the different publishers and academic institutions and or other organizations who are wanting her working towards the same goal I guess so we're all working together to make sure we can identify our researchers properly and do it in a systematic way in a connected way so Orkut is really good in the sense that they're there where they're working towards the same goals and with our consortium and with others it means we can all work together towards those same goals so orchid have been working with consortio around the world they've been they've been signing up consortium country levels and working with different research organizations to make sure that orchid is connecting into all of those organizations and they so that includes universities and includes consortium our cows include publishers research databases all sorts of different organizations that are dealing with research research management and they they're putting it in a really big effort I guess to ensure that there is proper system integration with all of those outside systems so things like research management systems publisher publishing management systems researcher databases all those kind of things and so with those deep connections and those really good connections with all of those different outside systems it means that it makes it a lot easier for us to be able to implement orbit you know ourselves across our different organizations and I guess another sort of really important thing to think about is that it's that they're really supporting our own institutional goals so the issue of research integrity is a really important one for our institutions the issue of asserting that an author is an author of a public and that they belong to a particular institution and the institution can also verify that assertion and therefore there's good deep connections between what researchers are doing in their outputs and the actual provenance behind it which is an important thing these days in terms of just being able to count and properly recognize people's research outputs but also making sure that so for with data for example the data that underpins a research paper is actually you know the integrity is there and that we can assert that these investigators in particular project were actually the authors of that information and they and the data that underpins those those papers is actually their their data that they gathered and it's their intellectual property so that that's a really important thing these days but I guess another one is around recognition of research outputs to make sure those authors everything is properly accounted for and then there's the issue of discovery and impacting that because global is Chris Orkut is a global organization it's going to have a global reach and therefore that helps with discovery of people's research outputs and also the impact of the research that they're doing so I guess that then leads into one of the key messages for researchers why should they be actually getting an organ and why should they be listening to what - all about us about what we're trying to do so of--can is all about having an identity that can easily identify who the author is and not a cessation of disambiguation so you're the correct John Smith that your institution that all of this publication is a really important thing and for researchers it's so it's important to let them know that orchid can stay with them throughout their academic life so if we get them early when they're our degree research student and they're writing their first paper it can follow them no matter where they are if they go to another institution that can go with them and the more effort that our own institution puts into that connectedness means that we can help with that assertion as to where they were when that paper or whatever it was was authored and then I guess it also helps with different format some variants of different people's names if they've changed their name if they're the way their name is saved on a paper on one paper is different from another it doesn't matter they can still be identified properly so therefore the other another important one is around time savings so we know researchers are very busy being able to manage their awkward record with proper information in it and having that connectedness to all of the other systems and identifiers enables them to be able to put that information in there once and therefore as they publish and as nearing from new information goes online it's properly managed and connected and they you know it helps them report that information once and it's all connected into all the different systems and that's got to help them so orchid connects with research or ideas miss corpus IDs with his knees with cross ref all those different other systems are well-connected into the organ ecosystem and so therefore it's very easy for them to link up those identifiers and therefore always be up to date with their their publications and but other research outputs and then I guess you know even funding bodies are part of that ecosystem so the NHMRC want people to put organs into their system when they're applying for a grant and therefore that's all connected up in terms of affiliation and attribution and connecting up and what they've published with their grants and so that's important for the researcher themselves in terms of recognition and discovery of their research outputs and so orchid is a very big system there's already I think over 4 million orchid ideas that have been assigned to researchers and it's a really big and important system for people to engage women that that global scale helps with discovery and impact and then the other I guess the other things around key messages are affiliation and integrity so again it's asserting that affiliation is really important and all of our institutions are wanting to make sure that our that we can count people's publications and research outputs easily and this that's one of the hardest things for us to do so by having awkward instant properly that makes our lives easier and it makes it much easier for researchers to be able to assert those know that there are author of a publication or research output or some other work that they can walk in and it gives them recognition if they've had grants awarded to them in other awards that are affiliated with their research output that can be put into their profiles and give them a recognition and I guess one thing is that orchids not just another system it's not a fad it's not a social network it's not something that's going to go away it's fully supported by a global network of people who are supporting the work to identify researchers and because it's part of our consortium where part of our consortium is part of orchid and our institutions are paying money and we're making sure that all of our systems are connected up to it to it it's it's a really strong and important message for people to engage with it because it's it'll help integrate with all the other systems that they're trying to to work with so it's it's not a research gate it's not something out there that may disappear in the future it's something that's well supported and one desorden across all of our institutions and for the researcher themselves it's it's quick and it's easy and it's free and they they can they can do a minimum amount which is just get an orchid ID and make sure it's known and used and that they took people about or they can put in some extra work in order to make sure that all of their publications are in their orbit profile and we of course are here to help with all of that so that was all I was going to cover so what I'd like to do now is hand over to Natasha Simon's from Anton is going to go through what an orchid record looks like and how it's connected in with other systems okay so what I'm
gonna do is I'm actually going to walk through an orchid record and just show you how researchers can link datasets in there orchid we record so I've gone straight to the orchid homepage it's just org and click sign in this is a live demo so I'm hoping that it doesn't
come back like me that everything goes off
smoothly and if it doesn't that I have someone else to blame but anyway let's
give it a go so there are a few different ways that researchers can sign into an orchid account you have a personal account option which is the one
that I will use you can also sign in
with your facebook login or your Google+ login and there's also an institutional
account which you know if your institution has set this up then
researchers will be able to log in using this same sort of staff number and password that they use to access other accounts at their institution so just sign in okay so this is my orchid record
and this is I just want to talk through
some of the things so just to sign up and get an orchid record it's very easy
and only takes about 30 seconds the question is what you do with your record once you sign up and of course one of the main things you can do is populate your record with your works and use it and promote it to to other people as well as a way of looking at the things that you've done in your research so some of the options here you can get a
QR code for your ID it's like a barcode that you can put on different things to promote access just a different way of accessing your orchid ID for people there's a you can fill out the rest of your awkward record so there's a field here called also known as and you can
use that to sort of add variants of your names so concluding in a name variant there click Save Changes and there it is you can add your country keywords associated with your research
you can put in your website so access to
your Twitter account or a blog or any other kind of website you can keep
adding to them there and you can put your email address in and at the moment I have that email address as private setting but you can actually make it public and you can add more than one email address as well you can add in a biographical statement you can add in your educational background and your
employment and I'll just turn to
funding so if you want to add funding to your Orkut profile in the future when
you apply for funding some funders are working so that they will be able to write your grant back into your orchid record so you apply for funding through Wellcome Trust and you authorize and Wellcome Trust says will you authorize me to update your orchid record you say yes and then Wellcome Trust can actually write your grant into your orchid record for you which saves you a lot of time and similarly for publishers working on the same thing so that when you submit a manuscript to a publisher and it's accepted the publisher says is it ok if we write this publication details to your awkward record and say yes and then the publisher can automatically write that information into your record and there's another feature of that which is that if you're an institution and you have institutional orchid membership your institution will be notified of that changes of that writing to the orchid record so that they can keep track of what's happening with your orchid record - so if I wanted to add some funding and I just click add some funding now I go to evil wizard for
orchid which has about 200 different funders as part of that and here it's
saying do you authorize uber wizard to read my orchid record and add funding items so you say yes now I don't actually have any grants so it's not going to find any grants under my name
but I'm just going to demonstrate one you know do a different search so there's one Australian Research Council for my
benign if that was me I could take that and add it to my Orkut profile so let's
go back to that okay so looking at the works I think I will just first show you
that there are privacy settings here so the thing is that with orchid researchers control their records and they control the privacy settings in it and who has access to read and write to those records and so there is a setting here you can see that the green is everyone can see this so in my public record everyone can see this information or you can go yellow for trusted parties so only and I'll show you who they are in a minute and then you've got sort of an only me so you can control the settings there if I actually go back up
to my account once you can see that the
trusted organizations are listed here
and you can see who I've authorized to
write to my orchid record and readers and you can also add trusted individuals
on your behalf so yeah okay so I'm gonna
add Captain America at to edit my orchid account that's gonna say no because he doesn't have an orchid account so I can't authorize him to edit
my email address but if sorry to edit my orchid record
but I can actually add someone else who I know has an orchid record and happens me at orchid in this case saying yes I
can authorize slurry cap to edit my profile on my behalf so that gives you an idea of the privacy settings which you can change yourself you have control
over that record so just going back to
adding works so you can you can see in
my works here that this is myself where
I've manually added something or the source here is CrossRef metadata search so orchid has actually connected up to CrossRef and I've authorized CrossRef to
to my orchid record and they've written in this record for me so I've got a couple of those like that in here I've actually removed my data set so that I can show you how to add it and you can click this button by the way to
see more information about the publication there but just click Add
works and there's an option there of
searching link and that's the one I'll show you today so what I want to do here
is I actually want to add a dataset and this is this is actually a real data set
it just wasn't funded this particular research but it is it is my data set that I want to add from the Ann's registry so click on their ends registry
and it says do you auto sands - right -
my orbit record and read it I say yes I'm not sure why it takes you exactly to
this login screen and make sure eyes Trice that's a little bug I think that we will have to work on fixing ah so it
hasn't what I have to do now is I'm taken to the research data Australia search here so I just type in my name and here I can see this is actually my data set if I click on this it will open up the page in research data Australia just so I can check it but I can click it and I can say import selected works and it says please review it make sure it's yours you'd say import and it reminds you that
you can actually change the privacy settings for who's going to view that
information in your orchid record so then I go back to my orchid record and
still showing 10 works so just refresh there
and now Turing 11 and the one at the end
it should be is my data set now at the
moment the despite the default display
for the type of data set when you come through the Anne's registry as other but there is going to be some work on that to change it to data set but you can actually do it manually at the moment if you click that copy and edit button and
you you can't actually select a work
category of data set here but you can actually select it here and so you can
say add to list so what I've done here
is I've copied that particular record so you will have to of two or thority
records there for the identifying skill
sets for repository staff data sets and one will be me and the other one will be the one I got from the ants registry so
here I've made my change the preferred
source here to show that so it says data set by default but we'll be doing some work on changing that so that the default is data set because when it ends was originally set up as to be able to import from the ends registry into orchid it was actually before they had done work on that to actually have data set as a category so we need to go back and fix that so the last thing I will show you before I hand over to our next speaker is there's a blog by at Alice Meadows on six things that you can do
now that you have an orchid ID and it's basically some of the things that I showed you but it's really worth having a look having a read through that
because it's about populating your profile with works expanding it out
using the QR code adding awkward to your signatures to your Twitter account that
sort of thing so that's it from me and I am now going to hand over to you no way for everyone and taking the Tasha for
the direction how to create an orchid ID and how to add details how to add works and funding information into it my name is Mel Roy and I'm the orchid technical lead for the Australian access Federation and the Australian access Federation is RAAF as everybody knows it is the current Australian consortium lead orchid so the
best way to get in touch with us is support dot a dot edu dot au that's great what do you want to use support at a the AFT knew that a you it's because ask insertion lead what we do is we
provide support to all the members of the consortium which is almost all the universities within Australia at moment jonno timings 8 a.m. to 5 p.m. and I can also provide support but the consortium support is during Australian ours as opposed to journey whatever is the time in Hong Kong it is always in your regional time and then another thing is we have more of a regional focus so it's all within Australia we've got the knowledge on what member institutions our country doing with their integration where that remaining testing if there are couple of members who are doing something similar then we try and get them to speak to each other effectively connect the dots why do you want to be a conservation member it's because of the fact that you get Premium Membership it comes at a reduced cost and you have the ability to integrate orchid into multiple systems so what does the
consortium lead to or what can we do for you well we can provide assistance with planning and integration so as a member institution you've decided that you want to take the next step integrate orchid entire systems you get in touch with us we can help you plan your integration what we also do is those members of because of the consortium who've already done the integration we actually document those integrations going possible creative cases and then we just disseminate them to members we also provide Tier one support as I discussed and yes we've also act as a conduit between consortium members and orchid which means if any of our consortium members have any issues with orchid or if some of the systems aren't working properly anything like that we just effectively escalated to orchid if it's something we cannot solve in the first instance as for training we do a lot of
training for the consortium members
which one organized number of workshops during the year some of them would be virtual some of them in person we also introduced the orchid support staff that would generally be me and a couple of people a couple of others from the Australian access Federation what are the channels of communication you can generally use emails grated packets the best channel destino again is support at a after review that a you the only reason I asked you not to send an email to me personally is because if I'm not at my desk or if I'm not in work that day chances are it won't be answered whereas if you send it to support somebody from the team will be able to answer that question for you another thing is what we do is ensure orchid messaging advice and support is consistent throughout the consortium which means as members as and then you integrate orchid and you communicate with your researchers what we'll ask you to tell you researchers is exactly what orchid would be telling you to do especially with the guidelines around how you use your logo how the orchid yoga is you it's our own branding what we say would be exactly the same as what orchid would be telling you you also help you develop a local support FAQ if that's what you want to do and yeah we provide assistance with that so when in
doubt always ask for help easiest way is once again support at a
f13 here at AU what do you germany do and who to contact so what the organization members so institutions would do is effectively get in touch with us as Tier one consortium lead and effectively the questions that we would answer is how to do the integration what sort of integration are you looking at doing what other members are doing we help you troubleshoot your integration if there are any technical issues and then if you want to engage with your researchers or if you want resources that tell you how to do such that sort of stuff you'll be able to provide you a link to it or help you develop some of them what we will escalate is stuff about accounts data that's private between a researcher and orchid so we won't have access to it so we directly escalate that off to akkad if you have a really unusual workflow that nobody's ever done before it's probably something orchid might need to look at and actually work with you then if you're using new features for example something like peer review now that's there in the latest version of the orchid API but it's not yet a stable version so if you're using something like that or brown and using something like that then it's probably something you have to escalate and if you get a really really complicated error that case we're again escalated over to the orchid support so there are a lot of sub
services service resources currently available there is a link to each of them over here on the slide and what I'll do is once the you have been asked over I've already got a PDF copy of all of these links along with the resources and I'll try and send it out to everyone who's registered for the webinar well
again as usual any questions at all regarding orchid or the consortium we can do if you're looking at doing an integration please give us a call let us know we're more than happy to help you out with it the main maid to get in touch with us is support at a after TD that a you generally from 8 a.m. to 5 p.m. Mondays to Fridays we available even if it is after these hours we try and respond to it as soon as possible but yes so I shall hand it over now to
Julia alright so I'm going to talk about
troves integration with orchid we're now we've been doing it free and if we talk about or could being one of those into once reuse often that's the great thing about it trove is one of those reuse often cases so this is the people and organizations
own in trove if you haven't met it before it's where we collect together records describing people we set up a container for a single person and bring together all the records describing them from different institutions and systems so here's an example marceia lankton records about her exist in four different systems that we work with so we bring them together here in one big marcia linkedin container the container does useful things like it connects all the system identifiers for other systems to reuse and that's behind the scenes but for a user it also brings together bits of information like biographies publications that she's authored and related people and organizations now we have a small but constant demand from modern day authors and researchers to be able to take control of this trove profile to update the record to write their own biography and we don't have a local system capable of doing that so we send them to orchid they need to set up a profile there and then they need to start using it so that means including it when they submit articles for publications and ideally in their universities institutional repository if that's possible I won't
really go into the how just know that trove relies on a slightly complicated web of systems to try and identify just the Australians in orchid do eyes are the key across all those systems so when researchers have good metadata like do eyes in their repository record and the
matching DOI in their orchid profile then trove will find them or even better if they include the full orchid URL in
repository publication records will go straight out to orchid and grab their record so what are the benefits for researchers well number one they get a
presence in truth if you're not Marcia lankton and you don't have records describing you in four systems you might be someone like Alex Brown here then setting up an orchid will create you a record in trove when I checked last year about 90 percent of researchers we get from orchid when new to trove so that's really important setting up an orchid making yourself Australian will get you into trove they can write their own biography it doesn't have to be extensive even if it's only brief enough to distinguish them from other people with a similar name trove
Auto generates this list of resources it thinks that this researcher wrote based purely on author name so if someone has a common name like Alex Brown does it's generally not going to be stuff they've actually written and we know that researchers themselves find that really frustrating if they have an orchid then
trove will replace that list with the definitive publications from orchid so that includes when they've moved institutions we also love it when they include keywords these get roughly translated into occupations and it helps people who come along in trove looking to find researchers in a certain field so we encourage people to include
information like their education and employment and as natasha showed us earlier if they give the right permissions then institutions can actually do this on their behalf but when they include that in their orchid profile it makes a researcher even more findable both to users and to their colleagues so here's a search in trove that's limited to people from UQ that nominated diabetes as a research field that they're working in someone might conduct this search if they're another researcher in the field if there are journalists looking for a comment if they're staff from a government department a postdoctoral student you just this quite an extensive list of people that are looking but whoever it is more information in their awkward record makes the researcher more findable in lots of systems beyond Orkut and this is one example where people are looking in trove we're also really keen for people to include grant identifiers so if they've received a grant particularly from the AOC or the NHMRC those organizations want to know that they're open access mandates are being met they want to link the people they gave grants to with publications so entering the grant ID on their orchid record can mean less work on reporting for everyone involved we've also seen
some really cool stuff happening with funder grant IDs in trove recently so here I've done a search for a grant number in trove it's showing me the people who worked on that party and nominated it on their Orkut profile and on the right hand side you can see that Truths also showing the publication's and datasets that came from that same grant number so all from the same search just of the grant number so I guess the key message to take back to researchers from trove is that if a researcher has an orchid they take care of it they use it they water it in their greenhouse then one of the benefits will be that they take control of their profile in lots of other systems trove is just one of them now that's it's all great and I don't I want everyone to take that back but I don't want to sound like I'm just hard selling there are there's a bit of a reality reality check it's not all sunshine and beautiful flowers we know
that what trove gets is skewed so we've got about twelve thousand Australians from orchid today they're predominantly from the physical sciences and education and there's a real lean towards medicine these are the top ten keywords that researchers nominated as their fields trove the way we've set up the system has a really tough time finding humanities researchers we don't have real-time updating like we should once a researcher initially comes in the records only update once a month and we know some researchers find that frustrating because they find their profile in trove they specifically go to orchid to update it and then they don't see the results straightaway and finally our Australian this test is quite rigorous we initially didn't have it and we were vastly overwhelmed with foreigners so that test will skip anyone that doesn't set up their education or employment fields or specifically named one of the Australian universities or research institutes in their biography but our orchid
integration is a success story from our point of view I've just written a blog post about our experience when you're on it's meant less work for us it's meant much more correct data in trove but also much more correct data and lots of other systems and it's a great way for a researcher to get their profile out to have it be correct to take control in many more places might leave it there and hand over to Scott everybody thanks
Julia my name's Scott mcworter I'm at the University of Technology Sydney and I just like to talk to you about some of
the work we've been doing over the past five to six months we've had an interest in in disambiguation research data that
has stemmed a little bit from an experience we had with our name we had a
comma in a name and that meant that essentially quite a lot of our data was being too limited you know major aggregators so we think that disambiguation problem seriously we also have a high proportion of staff who have common given initial answer name combination and you can see on the right-hand side of the screen this is the top publishing authors at UTS and this is fairly common combinations then we also have being a technology university of quite high coverage rates in the awkward integrated sources so in cross reference focus and we work with two research management systems the downstream from our now key students and staff systems so we do experience some persistent duplicate problems that we think it can help with and both of the systems that we use have degree of integration with all good so coming in a good position to do something quickly so we would ever think
when we heard that the consortium with me often and we come up with a few projects that we'd like to undertake one was only giving us 500 uses inside symplectic one of our core systems the next to a thousand two thousand and then eventually at some time in the distant future to have a research effort at UTS well described by orchids so I'll be talking mostly about this very small project that we ran late last year and
that kicked off October 1 when we took our institutional subscription ahead of the consortium subscriptions we did that because we weren't quite sure how long the consortium would take to go over the line and thank you to everybody involved it was a relatively painless exercise from our perspective and one of the things we we wanted was for the orchids to be used inside one of our systems so it was kind of important that people just dig me off and get an orchid but it was actually used in angular somewhere as a byproduct of the project we want to get it in a community to broadly understand what orchid was and we also the administrative community to understand what the opportunities were because of the time period that we're running it over we decided that we wouldn't run it as an especially collaborative project that it would be largely driven by the research division we just really concentrate on this single system and that's because it was the break so what worked well certainly signing up the senior executives early so the the deputy vice-chancellor research many of the ideas are the deans and giving them some merchandise seemed to be proved very effective in in their becoming strong advocates for for this small change program that we were undertaking we also the list of all kids from audience of people who had UTSA as an employer or in their education background and we directly emailed them with a single or one day job of how to establish the link we have a message of the month so we took the January message of the month which in basically involves an email for that standard across all research division emails we use large
screens in every building put our general university notices a DB see our email and the weekly funding opportunities news that of for every week in that month had a standard description of what the benefits were and how to get to a single one page about establishing an order and making it into the product we approached the earthy and NHMRC applicant this through direct emails we change the login screen to symplectic to offer training and to indicate a kind of running total we're up to and we did some targeted workshops in some areas of the university that we thought would benefit directly and have to say that one of the things that was kind of instrumental with that the publishers started mandating during the lifetime of the project so this is the
adoption UTS and you can see this is largely the period for the project it's a nice steady adoption over the period and the period censors gotta check more gentle gradient we're not really marketing at all and you can see as to who has gotten an Allgood if you ignore the fairly small divisions the NT its who you might expect so science and health social science is well represented they were running a profile project that we piggybacked engineering and IT were very had very low penetration rates for the majority of the project and then when actually announced this mandate they don't up and nor and do be where you'd suspect marketing this type of change more difficult has proved to be the case and we've got a bit this is just a picture
of the login sphere into symplectic indicating that the integration be done what the key benefit was and we're up to with the assistance of training and setting up registering an interest so
the things that didn't run so well was that during the lifetime of the project we didn't really have remote access set up to this key products very well especially for Mac users has now been fixed we also didn't have a standard place in the profile template thanks to our profile template during a lifetime of that project and that would have been helpful so the next project that we've just been funded is to assess which other systems will use orchid to look at the integration pathways for those systems and we'll certainly be getting some advice from Elroy familiarizing our central IT services with with orchid and maybe the API but I don't think that would be especially required given our approach certainly developing a much more human approach and and beginning that that much longer process of integrating orchid into the the actual processes of the university around recruitment induction and that is I
think all I think I've managed to get us there on time oh well done Scott I'm so the first question is really a comment that if someone's interested that all could recognize a Scopus ID and researcher IDs and asking does that muddy the waters suggesting all three are interchangeable first and for that one straight off that Scopus is obviously an Elsevier identifier and researcher is a Thomson Reuters identifier whereas orchid is actually published agnostic so you might be interested to know that the code for orchid is actually Bay on Thompson's researcher ID and that Thompson and Elsevier are both members of orchid and key supporters of orchid so it's just sort of regard which publisher you use they are likely to ask you for your orchid because it's just an independent number and independent identify independent of those publishers and there's another question of how does evil wizard source the grant data and the way they source it is you actually have to contact you the wizard if you're a funder and then they sign you up to the program what I'm not sure of is how current the herbal lizard data is so
when I did my little sort search for um some of the AARC information and then HMRC I don't think it was picking up the latest year of a our CN n HMRC grants so yeah I do any of the other panels no I did you know more about that all I think with NHMRC it was from 2002 to 2014 and ER c was up to 2011 but that was what I could see on the uber research website itself that a our CN n HMRC are part of their funders list but they don't have all the information so I think it's probably if we need them to do it then it's a our co NHMRC little may have to get in touch with the research and send them the supporting data for it okay so if there's anyone on the line from AR CN n H and I'll see if you have more information about that we'd like to hear about it there's another question with the option to bulk import and manually add records is there any checks in place to deal with duplicate or cloned records within the researchers profile your dad you can bulk import records if you've got if you export it in a bib tech format you can then import all your works into orchid however with duplicates if it is a duplicate heart if you've got a DOI that is an exact duplicate of what orchids put in orchid will recognize it as a duplicate and while it will publish both of it in your orchid record you have an option to decide which one it is that you would like to display under the orchid record under your works you have something called source that tells you what source is actually uploaded that it would make more sense if it came from a trusted source like a publisher or a journal magazine or CrossRef or somebody who actually does it because they've then asserted that yes you have published this having said that you can choose which one it is you'd like to display to everyone and the duplicates just follow under underneath it I think they're working on a way to actually orchids working on a system on actually trying to keep the duplicates but not merge it as such but just like a tree as like a nested sort of thing where you can just drop like a drop-down box when you click on it it just shows you all the duplicates but then when you take it up it'll just show you the one that you choose to display I'm not sure how far that is but I believe it is they're on their list of things to do Thanks no all right um there's a question of what metrics eg citations are included in an awkward profile because this would be useful for two researchers I mean it would be but actually that's not the function of orchid and they make that very clear that they are not actually a researcher profile system like ResearchGate they're actually talk of themselves as supply I mean they help research profile systems do the things that they do and it's not their function to provide citation metrics but you can take the data from orchid in orchid records and Jen and pull in citation metrics from there one of the examples of sort of doing that is impact story which is a sort of researcher profile where you can it's actually built on orchid IDs now so you just connect pulls the dirt from your orchid ID and generates the metrics and into your impact story profile and there's a lot of other systems that are doing that does anyone else on the panel have anything to add about that mean they talked a little bit about a bellboy but that the only thing I want to add is to be able to use systems like impact story and other research systems that look at metrics in York I mean using data from your orchid record it makes a lot of sense to make sure your orchid record is updated and using api's that are already available within the orchid record especially api's like scope is - orchid then Thomson Reuters API so there is a researcher ID - orchid then there's crossref just by pulling all this information and automatically setting it to update it as and when you've published a work just allows you to actually start make I mean getting much more useable data in terms of metrics from your orchid record as and you'd be able to have it's useful metrics if at all that is what you choose to do but it's just that you need to remember is that if the often record is not as populated as it should be the metrics won't be as good as it should be so that goes hand-in-hand so there is a little bit of stuff for other institutions to take on themselves in terms of advising researchers this is what we need to do or if the institutions themselves like to update the orchid record using the API the information they have India repositories then that is another part they can walk through but effectively it is something that they might want to consider if they're actually using alternative metrics or even just your normal standard citation metrics thanks Nora my question for Julia if I search trove my publications come up but my name is not linked to my orchid ID what is true of doing about combining profiles from different sources I assume that means the publication records in the journal and article zone versus the profile in the people zone and that's one of the things that we would love to work on if you have a really
unique name it will automatically do it we've just had the University of Melbourne on the first site that are giving us orchids in their publication records so that's really exciting and now that we have that data it's something that we can think about is doing the definitive linking between the publication record and the trove people record but it's not there yet okay now the question for you Julie I can trove introduced a forced update function individuals can then prompt an update if they require their trove information updated from orchid all the work that we've done thus far has been unfunded and the National Library isn't a member of the orchid consortium so it won't be on the cards in the next little while I don't think okay thank you and there's a question I think this one is probably best answered but I'm alright how much does an orchid subscription cost I don't know too much about it but I didn't realize we had to pay thanks ah with the orchid subscription I'm not sure what it would exactly cost because it just it depends on the number of members that are part of the consortium and then the cost is divided equally between them so what I'd suggest is if you do go to the AF website that's on the website there should be information on how much subscription would cost seeing as we the subscription is generally built from for a whole calendar year but since we are at the middle of the year if it's something that can be worked out if you would chooses to join now but again it is something that you'd have to check on the website so yes if you go to baf website you'll find that there is a link for orchid and under that there is an option which it's become a member and it describes exactly what the consortium is in social model and privacy policy and the fees that are associated with it there's also another link on that same page that allows you to compare the different part of the consortium but want to go ahead go by it as in go and get a membership by yourself there and you should be also although the point of the consortium is maybe cost as low as possible for all the members was still getting a premium membership service okay yes thank you and just to clarify that it is free for researchers to sign up it's just if your institution wants to access the orchid API and integrate your systems with orchid then you need to join either directly with orchid or through the Australian console William and so it might be worth if you get in touch with NOLA oh and just find out some more information there there's about ten questions in the pod and it's 1:30 Simon what would you like to do I think we probably should wrap up now and going for now and what we'll do is we'll go through those questions and we'll respond to the people who've asked them what we do is we've got a document that where that Natasha has prepared which covered that the key messages we're talking about earlier to our researchers and we can put those answers to those questions in that document as well and quite you've run to it so I'll just read out the one suggestion that can the text of PDS emails and other messages be shared with registers as well so let's sort of take those things into account and just in terms of sharing information yes and thanks god sorry I was going to see yeah go on I was gonna introduce your work on the down to the standard resource I think that's really great the work you've done which I imagine is what you can solve that yes and Natasha has done most of the work on that I'd have to say she's done a great job putting a whole lot of stuff together but what we really want to is the whole community sharing what they're doing so there's got you mentioned different merchandise your head that's a useful thing if people can photograph what they're sending out to people don't send us the mugs or whatever but send us photographs and got us going if there's a very mention dose like all could have a lot of things themselves they have a little sheet like this and that's probably tiny on people's screen but it's the sort of three easy steps to getting an orchid ID and there's all sorts of other powerpoints and emails and anything else that people are using I think would be really good too to share that with the communities because that helps other people think about what their approach should be because there are quite a few different approaches as to how we're going to do this so if if you can if people can send that to myself or Natasha will put it on that website and we'll send out where that is so that we can share that information I think that's a really important thing for us to do so I'd like to wrap up the session and say thanks very much to all of the presenters who did a great job thanks to all the people who dialed in and listened to it and I guess this there's a couple of things to think about we will think about whether we do another this presentation again and sort of an update as to what other people are doing and what's happened with the the consortium and how people are doing integration I think in the future it might be good to hear about the different approaches from institutions because there are quite different ways of doing things so Scott was talking about the symplectic elements integration other institutions are doing it on their website to get people to log in and get an orbit idea automatically other people are doing it getting people to go to orbit directly so there's all sorts of different approaches that are being new so that would be useful and the AAF have a webinar on the 9th of June called understanding orchid integration so that's another webinar you can join in pretty soon to hear more detailed stuff about the api's and how that integration works so there'll be some email sent out about that soon so
thanks everyone I hope you enjoyed the
session and we'll see you again soon