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:

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.


Example Goal


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/Sponsored Programs

Integrate an electronic Research Administration System (eRA System) and/or a grant management system fo research and security compliance and to streamline the grant management process


Leverage ORCID in identity management system to streamline information flow and system maintenance

​Human Resources

Connect ORCID iD with human resource management system for more robust personnel tracking and assessment


Integrate a manuscript submission system to properly display author's ORCID iD and include ORCID iDs in DOI metadata

Resources to Check:

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:

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: