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Developing a persistent identifier roadmap
for open access to UK research
Hilda Muchando
PID Activities the UK Perspective
2
“Jisc to lead on selecting and promoting a range of unique
identifiers, including ORCID, in collaboration with sector
leaders with relevant partner organisations.
Adam Tickell Report – government's recommendation for PIDs:
Funders of research to consider mandating the use of an agreed range of
unique identifiers as a condition of grant.”
PIDs and OA in the UK, June 25th 2020
Responding to Tickell
Five priority PIDs based on value and viability:
• Researchers – ORCID
• Works – Crossref/ Datacite DOI
• Organisations – ROR
• Grants – Crossref GrantID
• Projects – Research Activity ID (RAiD)
PIDs and OA in the UK, June 25th 2020
3
Project elements
Actions – improvements will be realised through:
Stakeholder development and outreach
Research plan
Intervention design
Consortium and governance
PIDs and OA in the UK, June 25th 2020
4
Stakeholder development
5
Communities
• repositories, publishing, infrastructure
providers - implement the change
Researchers
• their practices, evaluations,
communications - are at the heart of
this initiative
PIDs and OA in the UK, June 25th 2020
Stakeholder development and outreach
• Identify and engage with key stakeholders in the UK and the PID community
• Consult with external partners including internationally
• Engage with target communities: repositories, community infrastructure, publishing
• Events (on hold other than virtual events)
• Outreach and project messaging toolkit: Engage, Inform, Implement
6
PIDs and OA in the UK, June 25th 2020
Research plan
Capabilities, reach, and viability of the PID systems serving
priority cases identified by the community
• Research questions ✔
• Survey ✔
• Focus groups ✔
• Workflow analysis
• Benefits analysis
7
PIDs and OA in the UK, June 25th 2020
Repository
community
Infrastructure
community
Publishers Librarians Research
Funders
Research
Managers
People
Institutions
Grants
Projects
Outputs
Cross-community focus groups
Entities
Focus group for PIDs related to institutions eg ISNI, ROR
Focus group for PIDs related to people eg ORCID
Focus group for PIDs related to funded grants eg Crossref Grant ID
Focus group for PIDs related to projects eg RAiD
Focus group for PIDs related to outputs eg DOI
8
PIDs and OA in the UK, June 25th 2020
Research questions
9
1. PID awareness
2. PID Usage and adoption
3. PID organisation and memberships/ subscriptions
4. Key research information creation/ curation/ publication/ management systems
5. Barriers to adoption/ usage/ implementation
6. Measurement and evaluation
Intervention design
Identify, prioritise, and specify in detail the ‘low
hanging fruit’ and the ‘highest value’ interventions
Achieve consistent, reliable PID adoption,
integration and coverage
PIDs and OA in the UK, June 25th 2020
10
Consortium and governance
Take a national approach to guarantee fair and equitable
access to PIDs in UK institutions
• Develop plan for a multi-PID consortium for the UK, including:
• Analysing costs and benefits
• Ensuring consensus-based approach involving all stakeholders
• Liaising with PID providers
• Determining long-term governance needs
• Assessing risks and mitigation options
11
PIDs and OA in the UK, June 25th 2020
Roadmap
12
PIDs and OA in the UK, June 25th 2020
Key dates and milestones
April:
• First stakeholder group meeting
• Publications plan and outreach toolkit
May:
• Launch survey
• First round of focus groups (looking at
priority PIDs)
• Start to evaluate consortium
models/options
July:
• Collect candidate integration targets
August:
• Consult on possible governance
structure for the UK PID community
Sep:
• Launch second round of focus groups
(looking at workflows)
• Launch sustainability task force
13
We’ll be in touch with details of how you can follow the
project and feed into our work.
Please fill in our survey at
https://jisc.onlinesurveys.ac.uk/jisc-pid-
project-research-plan
To find out more about the project
please contact
Hilda.Muchando@jisc,ac.uk

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Developing a persistent identifier roadmap for open access to UK research

  • 1. Developing a persistent identifier roadmap for open access to UK research Hilda Muchando
  • 2. PID Activities the UK Perspective 2 “Jisc to lead on selecting and promoting a range of unique identifiers, including ORCID, in collaboration with sector leaders with relevant partner organisations. Adam Tickell Report – government's recommendation for PIDs: Funders of research to consider mandating the use of an agreed range of unique identifiers as a condition of grant.” PIDs and OA in the UK, June 25th 2020
  • 3. Responding to Tickell Five priority PIDs based on value and viability: • Researchers – ORCID • Works – Crossref/ Datacite DOI • Organisations – ROR • Grants – Crossref GrantID • Projects – Research Activity ID (RAiD) PIDs and OA in the UK, June 25th 2020 3
  • 4. Project elements Actions – improvements will be realised through: Stakeholder development and outreach Research plan Intervention design Consortium and governance PIDs and OA in the UK, June 25th 2020 4
  • 5. Stakeholder development 5 Communities • repositories, publishing, infrastructure providers - implement the change Researchers • their practices, evaluations, communications - are at the heart of this initiative PIDs and OA in the UK, June 25th 2020
  • 6. Stakeholder development and outreach • Identify and engage with key stakeholders in the UK and the PID community • Consult with external partners including internationally • Engage with target communities: repositories, community infrastructure, publishing • Events (on hold other than virtual events) • Outreach and project messaging toolkit: Engage, Inform, Implement 6 PIDs and OA in the UK, June 25th 2020
  • 7. Research plan Capabilities, reach, and viability of the PID systems serving priority cases identified by the community • Research questions ✔ • Survey ✔ • Focus groups ✔ • Workflow analysis • Benefits analysis 7 PIDs and OA in the UK, June 25th 2020
  • 8. Repository community Infrastructure community Publishers Librarians Research Funders Research Managers People Institutions Grants Projects Outputs Cross-community focus groups Entities Focus group for PIDs related to institutions eg ISNI, ROR Focus group for PIDs related to people eg ORCID Focus group for PIDs related to funded grants eg Crossref Grant ID Focus group for PIDs related to projects eg RAiD Focus group for PIDs related to outputs eg DOI 8 PIDs and OA in the UK, June 25th 2020
  • 9. Research questions 9 1. PID awareness 2. PID Usage and adoption 3. PID organisation and memberships/ subscriptions 4. Key research information creation/ curation/ publication/ management systems 5. Barriers to adoption/ usage/ implementation 6. Measurement and evaluation
  • 10. Intervention design Identify, prioritise, and specify in detail the ‘low hanging fruit’ and the ‘highest value’ interventions Achieve consistent, reliable PID adoption, integration and coverage PIDs and OA in the UK, June 25th 2020 10
  • 11. Consortium and governance Take a national approach to guarantee fair and equitable access to PIDs in UK institutions • Develop plan for a multi-PID consortium for the UK, including: • Analysing costs and benefits • Ensuring consensus-based approach involving all stakeholders • Liaising with PID providers • Determining long-term governance needs • Assessing risks and mitigation options 11 PIDs and OA in the UK, June 25th 2020
  • 12. Roadmap 12 PIDs and OA in the UK, June 25th 2020 Key dates and milestones April: • First stakeholder group meeting • Publications plan and outreach toolkit May: • Launch survey • First round of focus groups (looking at priority PIDs) • Start to evaluate consortium models/options July: • Collect candidate integration targets August: • Consult on possible governance structure for the UK PID community Sep: • Launch second round of focus groups (looking at workflows) • Launch sustainability task force
  • 13. 13 We’ll be in touch with details of how you can follow the project and feed into our work. Please fill in our survey at https://jisc.onlinesurveys.ac.uk/jisc-pid- project-research-plan To find out more about the project please contact Hilda.Muchando@jisc,ac.uk