NSPM-33 Guide
This guide outlines considerations and suggestions for how to prepare for potential guidelines related to ORCID for individuals as presented in the National Security Presidential Memorandum – 33 (NSPM-33). You can learn more about NSPM-33 and ORCID on our resources: NSPM-33 & ORCID: Information for Research Organizations (blog post) and ORCID and NSPM-33 (webinar recording).
Institutions can support researchers by ensuring that researchers know what ORCID is, have their ORCID iDs with information populated in their ORCID records, and understand how using ORCID can benefit them. Institutions that are ORCID members can use the ORCID member application programming interface (API) to add authoritative information to researchers’ ORCID records, so that researchers can more easily use the information in their ORCID records to populate biographical and disclosure forms during Federal funding application processes (such as importing data from ORCID into SciENcv for NIH and NSF biosketches).
NSPM-33 & ORCID Preparation Checklist:
Step 1: ORCID Membership
- Check to see if your organization is already an ORCID member (there may be others at your organization already working with ORCID)
- If yes, find out who is already involved by reaching out internally (for example, at universities, most libraries are already aware of ORCID and working to increase adoption) or email us (orcidus@lyrasis.org) to find out who the current ORCID contacts are
- If no, consider joining the ORCID US open listserv to stay in the loop, and email us (orcidus@lyrasis.org) to ask about potential membership
Resources to Check:
- To see if your organization is already a member of ORCID, check the List of ORCID Member Organizations and the List of ORCID US Community Member Organizations
- To learn about the benefits of ORCID membership for research organizations, visit our ORCID US Membership Page and watch our webinar recording on ORCID Membership Benefits for Non-profit Organizations
Step 2: Stakeholder Support
- Coordinate with other stakeholders at your organization to strategize about ORCID integration and adoption (consider forming a committee with executives and staff from different stakeholder units)
- Library
- Research Office
- Sponsored Programs
- Central IT
- Academic Departments
- Etc.
Stakeholder | Example Goal |
Library | Integrate an institutional repository or data management system with ORCID to track and more easily manage submissions |
Graduate School | Assess program impact and student activities after graduation by connecting with ORCID |
Research Office | Configure a Current Research Information System (CRIS) to use ORCID data for faculty evaluations, promotion, and tenure |
Grants Office | Utilize ORCID to streamline the grant management process |
Central IT | Leverage ORCID in multiple campus systems to streamline information flow and system maintenance |
Human Resources | Connect campus ID management system with ORCID for more robust personnel tracking and assessmen |
Resources to Check:
- For an overview of ORCID adoption considerations, consult our ORCID US Planning Guide
- For talking points on the basics of ORCID see our Value of ORCID one-pager
- For suggestions on how to approach other stakeholders at your organization, read our blog on Partnering with Internal Stakeholders to Adopt ORCID
Step 3: Technical Integration
- Take inventory of which institutional systems, platforms, or databases could potentially be leveraged to write data to researchers’ ORCID records via the ORCID member API
- Research Information Management
- Grants Management
- Publishing or Repository Systems
- HR Systems or Central ID Management
- Etc.
Resources to Check:
- To find out whether the ORCID API is already built-in to your organizational systems, check our list of Common Systems for ORCID Integration
- To learn more about how the ORCID API works, read our ORCID API Basics one-pager and watch our webinar recording on the ORCID API Basics & Benefits
- To get an idea of the types of information that can be written to ORCID records, see our ORCID Data Fields Page
- If you’d like to do a custom ORCID API integration, check out our ORCID Custom Integration Guide
- For examples of how other institutions have used ORCID, see our ORCID US Exemplars and Case Studies
- If your systems are not already integrated with ORCID and you do not have the resources to do a custom integration, consider using the ORCID Affiliation Manager tool to write affiliations to ORCID records
- For more information about how to write data to ORCID records, see our blog post on Writing Data to ORCID Records
Step 4: Outreach
- Educate researchers about ORCID
- Do researchers have their ORCID iDs?
- Do researchers have information in their ORCID records?
- Do researchers understand how ORCID can benefit them?
Resources to Check:
- To get an idea of the benefits of ORCID for researchers, visit ORCID’s ORCID for Researchers Page
- For an overview of ORCID Outreach ideas, check out our ORCID US Community Outreach Planning Guide and our Outreach Resources
- To help researchers understand how they can use ORCID, read our blogs on Presenting the Value of ORCID to Researchers and ORCID & SciENcv
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