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Grant Proposal : Integration of ORCID Identifiers ( ORCID iDs ) in SobekCM at the University of Florida and for the Digi...

Related URL ( RFP for the grant program )
Permanent Link: http://ufdc.ufl.edu/AA00016466/00001

Material Information

Title: Grant Proposal : Integration of ORCID Identifiers ( ORCID iDs ) in SobekCM at the University of Florida and for the Digital Library of the Caribbean ( dLOC )
Physical Description: Grant proposal
Language: English
Creator: Minson, Valrie
Sullivan, Mark V.
Taylor, Laurie N.
Publisher: George A. Smathers Libraries, University of Florida
Place of Publication: Gainesville, FL
Publication Date: 2013

Subjects

Subjects / Keywords: SobekCM
Grant proposal
Open Source Software

Notes

Abstract: Grant proposal for RFP 2013-06: ORCID iD Adoption and Integration Program for integrating ORCID iDs using the ORCID API into the SobekCM Software which powers the UF Digital Collections, IR@UF, Digital Library of the Caribbean (dLOC) and many more digital repository systems, hosted by many institutions, and with thousands of scholar-contributor users.
General Note: Grant draft evolving on August 9, 2013, with update on August 23, 2013, and full proposal will be loaded by August 31, 2013.
General Note: Valrie Minson also listed on publications as Valrie Davis.

Record Information

Source Institution: University of Florida
Holding Location: University of Florida
Rights Management:
This item is licensed with the Creative Commons Attribution Non-Commercial Share Alike License. This license lets others remix, tweak, and build upon this work non-commercially, as long as they credit the author and license their new creations under the identical terms.
System ID: AA00016466:00001

Permanent Link: http://ufdc.ufl.edu/AA00016466/00001

Material Information

Title: Grant Proposal : Integration of ORCID Identifiers ( ORCID iDs ) in SobekCM at the University of Florida and for the Digital Library of the Caribbean ( dLOC )
Physical Description: Grant proposal
Language: English
Creator: Minson, Valrie
Sullivan, Mark V.
Taylor, Laurie N.
Publisher: George A. Smathers Libraries, University of Florida
Place of Publication: Gainesville, FL
Publication Date: 2013

Subjects

Subjects / Keywords: SobekCM
Grant proposal
Open Source Software

Notes

Abstract: Grant proposal for RFP 2013-06: ORCID iD Adoption and Integration Program for integrating ORCID iDs using the ORCID API into the SobekCM Software which powers the UF Digital Collections, IR@UF, Digital Library of the Caribbean (dLOC) and many more digital repository systems, hosted by many institutions, and with thousands of scholar-contributor users.
General Note: Grant draft evolving on August 9, 2013, with update on August 23, 2013, and full proposal will be loaded by August 31, 2013.
General Note: Valrie Minson also listed on publications as Valrie Davis.

Record Information

Source Institution: University of Florida
Holding Location: University of Florida
Rights Management:
This item is licensed with the Creative Commons Attribution Non-Commercial Share Alike License. This license lets others remix, tweak, and build upon this work non-commercially, as long as they credit the author and license their new creations under the identical terms.
System ID: AA00016466:00001


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Page 1 of 8 Integrat ing ORCID into SobekCM at the University of Florida Valrie Minson (PI), Mark Sullivan (CO PI) Laurie Taylor (CO PI) In tegration Plan and System Information The George A. Smathers Libraries at the University of Florida (the Libraries) respect fully request $ 19,995 in Sloan Foundation support to i ntegrate ORCID identifiers (iDs) into the Open Source SobekCM r epository software ( https://code.google.com/p/sobekcm/ ) developed at the University of Florida (UF) and now used by institutions around the world The University of Florida (UF) was established in 1853 and is a comprehensive, research university and most academically diverse public institutions UF is one of only 17 public, land grant institutions in the Association of A merican Universities 1 and hosts 1 6 colleges and more than 200 centers, bureaus and institutes. UF faculty numbers more than 4,000 The library includes 96 faculty members who provide research service s to the colleges and departments. About SobekCM The SobekCM Open Source software ( http://ufdc.ufl.edu/sobekcm ) was created in 2006 by software developer Mark Sullivan and powers digital collections and librari es which present and maintain scholarly, library, archival, and museum materials. SobekCM was initially developed to meet the needs of the State University Libraries Today, SobekCM supports all UF Digital Collections (UFDC ), including the UF Institutional Repository at UF (IR@UF), and more than 500 digital libraries and collections owned by partnering institutions. The UFDC includes 112,017 titles which contain 342,670 total items and over eight million pages of material in the digital collections Collec tively these materials feature the work of more than 5,000 scholars linked to thousands of materials and, since January 2013, have been viewed more than 40,750,941 times. The IR@UF, a collection containing the intellectual output of UF researchers, includes more than 23,000 titles with more than 1,967,000 pages of material. Since January 2013 these items have been viewed more than 590,000 times. 2 In addition to detailed collection usage, SobekCM supports a robust suite of functional it y tailored to meet a broad audience of users including librarians curators, and scholars Features include: s upport for all file formats different types of user levels and permissions, online submission capabilities, 1 http://www.ufl.edu/about uf/ 2 http://ufdc.ufl.edu/statistics/usage/ufir

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Page 2 of 8 metadata editing (Dublin Core, MODS, MARC, Darwin Core, GML, METS, and more), integrated tracking and reporting for workflow management unique serial display and browsing, quarterly usage statistics delivered via automated emails to registered contributors, Google Map based geographic search and displ ay, and support for multiple user interface languages, including French and Spanish. UF is committed to supporting and enhancing SobekCM as a versatile, scalable platform utilized by a wide range of institutions. The project team seeks to leverage the exi sting SobekCM architecture to improve common authorship needs and improve data exchange across institutions Integrating ORCID iDs The SobekCM software currently enables user s and contributors with the capacity to edit basic information about submitted material, including primary author(s) and other contributors UF affiliated authors are assigned standard IDs which are provided to all faculty, personnel and students. SobekCM provides authenticated access to Shibboleth 3 and to other institutions where integration with Shibboleth is available. SobekCM also supports new registered users from both within UF and from affiliated scholars approved for submitting materials to the IR@UF. The project team plans to in tegrate a workflow into SobekCM s submission process. This will extend functionality by prompting all existing and new UF contributors to create ORCID iDs as well as to populate their ORCID profile with publications, grants, and other research output Sob ekCM supports multiple methods for automated discovery, search, and harvest of data including OAI PMH, XML returns for all searches and browses with pointers, and the existing JSON API. 3 Additionally, SobekCM utilizes microservices, enabling ease of future extension and integration. By integrating ORCID iDs with SobekCM ORCID resources and data also will be available through SobekCM for direct use by the faculty in general, or for cons umption into additional university resources. Outreach To support campus wide adoption UF Librarians will conduct outreach, provide training, and support promotion and availability of ORCID iDs to select ed UF and external contributor groups. For example UF L ibrarians representing all disciplines at UF will hold workshops to help scholars simultaneously create new SobekCM accounts and ORCID iDs. Librarians also will conduct surveys and usability assessments for the new interfaces to ass ess this process, ga ther feedback and enhanc e the system Plans for these activities are 3 For more on UF identity management, and future updates which would all be integrated with SobekCM, see: http://identity.it.ufl.edu/process/technologies/shibboleth/

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Page 3 of 8 Stakeholders Integrating ORCID iDs into SobekCM is of interest to many UF stakeholders and external adopters Scholars from each of the 16 colleges, and their respective scholarly output are represented in the institutional repository [ IR@UF ] along with other SobekCM partner repositories. Initially, g roups selected for outreach and promotion during the grant period will include e of Food and Agricultural Sciences (IFAS) with more than 900 faculty in 16 academic departments, including the School of Forest Resources and Conservation and the School of Natural Resources and Environment, 12 Research & Education Centers, and 68 County Extension locations throughout Florida Other campus stakeholders and future beneficiaries include the Division of Sponsored Programs (DSP) for grant related materials Office of Institutional Planning and Research for providing analytic services and uni ts actively using enterprise systems such as VIVO The project team also will provide outreach to campus entities in utilizing ORCID iDs for further data integration Beyond benefiting UF stakeholders the team will integrate ORCID iDs to support the Digital Library of the Caribbean (dLOC ; http://www.dloc.com/ ) dLOC is a cooperative digital library of Caribbean cultural, historical, and research materials held in archives, libraries and private collections in the C aribbean and circum Caribbean. The Libraries serve as technical leader for the 37 partner member institutions within the dLOC. UF will collaborate with scholars affiliated with dLOC from partner ing institutions to provide training and support. In addition this integration will provide for more robust linkages between the different researchers and contributors. Consequently, this will provide a richer searching and discovery interface to our roughly six million visitors annually. Rationale Author disambigu ation is a foundational challenge for the global research community. Associating publications, grants and data s ets to appropriate author s or creator s is universally problematic given name duplication between authors, as well as name variants that exist f or a single author. ORCID is positioned to be part of the solution by providing persistent digital identifier s to distinguish one researcher from an other However, without integration of ORCID identifiers in primary data systems, the connection between researcher and research output is not accomplished. Integration of ORCID iDs with SobekCM will benefit UF stakeholders and partners by : i mprov ing a uthor disambiguation challenges e nhanc ing annu al faculty publication reporting process es, specifically for the Institute of Food and Agricultural Sciences (IFAS) which is a partnership between UF, Florida A&M University, and Florida Cooperative Extension Service ( including federal, state, and county governments) s upport ing researcher profiling and assessment systems (e.g., VIVO Academic Analytics) p osition ing UF for additional progress in author disambiguation as ORCID iDs are nationally or internationally adopted

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Page 4 of 8 Use cases : ORCID creation for auth ors: A chemistry professor wants to contribute an open access article to the IR@UF and does not have an ORCID i D. The researcher understands the role of an identifier in demonstrating his research impact and logs into the IR@UF and the interface allows him /her to easily create an ORCID iD ORCID creation for co authors : An author submits a journal article to the IR@UF list ing four co authors. Based on the citation information, SobekCM with the ORCID API find s possible ORCID iD matches. IR@UF prompt s the a uthor to verify the coauthors based on the matches found through ORCID iDs. Associate publications dat a sets presentations, poster sessions, audio, video, and other scholarly and creative works : A n agricultural science researche r, when listed as a PI or lead author submits authored papers training videos, data sets, conference posters, reports, grant proposals, and other scholarly works to the IR@UF The researcher would like to locate all materials in the IR@UF where he/she was a collaborator and to display the collaborative and single author works together The researcher logs in and locates and connects a full list of materials with his/ her ORCID identifier. Support institutional data efforts : A Data Curation Coordinator for a campus research center wants to include ORCID identifiers in a locally managed profiling system and is already using the SobekCM API for UF authored publication data. The coordinator update s the query for the SobekCM API to include available ORCID iDs. Leverage ORCID identifiers for supporting external data sources and disambiguation : An Analyst in the Office of Institutional Planning and Research is developing a new reporting methodology to enhance faculty publication tracking and reportin g on all authored publications already in the IR@UF as well as publications held in other publisher database The Analyst uses the ORCID iD to disambiguate publications as needed. Reduce author disambiguation issues : A librarian would like to locate all the research on a professor who has published under several names (e.g., John Sm ith, J. John Smith, J. Smith, Jorge J. Smith, etc .) and locates the author and ORCID iD in the IR@UF and then uses the ORCID iD to find additional research materials by this author Create unit publication lists, for reporting (and more): The Dean of Research for the Institute of Food and Agricultural Sciences hopes to create a list of all faculty papers within his 28 departments for publication reporting. His/her Reporting C oordinator uses the list of ORCID i Ds to retrieve the list of publications. Impact assessment: A PhD candidate in the Classics department is working to develop his /her professional portfolio. The candidate su bmits a poster presented at a recent conference to the IR@UF and creates an ORCID iD in the process. Later, h e /she receives usage statistics reports from the IR@UF and uses th e se along with his ORCID iD profile page to show his research impact to prospect ive employers.

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Page 5 of 8 Library outreach: A lab assistant submits a data set to the IR@UF and is prompted to input an ORCID iD The assistant ORCID identifier, and oth er ways to increase creates an iD and contacts a librarian to give a workshop on methods for assessing research impact. Work P lan The project team recognizes th e need for full socio technical support (people, policies, procedures, and technologies) to achieve successful integration. Thus, the work plan includes elements of technological development, outreach, training, and other types of support. The steps outlined in the work plan below are not listed chronologically. 1) Create and post position descriptions to hire a programmer and an outreach / support service provider 2) Develop programming to i ntegrate the ORCID API into SobekCM to directly query and post to the ORCID API for: a. C reating new ORCID iDs and b. Search ing by name or ORCID iD for authors and co authors 3) Utilize the ORCID API to : a. Create ORCID i Ds for all existing UF authors who have registered in SobekCM b. Create an interface for new registering faculty to obtain ORCID iDs 4) C onduct usability assessments on the new interface 5) Extend SobekCM interface with ORCID iDs to support disambig uation of authors and co authors : a. Create ability to enter the ORCID iD for co authors, directly in online system b. Develop user prompts query ing the user to verify when co author match es are found 6) P romote and p erform outreach on availability and benefits of ORCID iDs : a. Develop support materials for outreach, including scripts for librarians b. Provide training to librarians c. Target outreach and promotion to UF faculty, postdoctoral researchers, clinicians, graduate students, and other affiliated scholars in selected groups d. Target outreach and promotion to Caribbean scholars both at UF and other institutions, who are approved for submission to dLOC e. S hare all outreach materials as Open Access 7) Share ORCID and Digital Object Identifiers/PURLs : a. Share ORCID and Digital Object Identifiers/PURLs through SobekCM, making the data available for automatic discovery, searching, a nd harvesting in an open manner

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Page 6 of 8 Timeline Deliverables Timeline 1 Create and p ost job notice s for two student employees : programmer and outreach service provider Initiate internal outreach by training librarians to liaise and support UF scholars Month 1 2 Hire student employees and begin training Develop basic interaction with the ORCID API, allowing creation of ORCID iDs and searching by name, ORCID etc. Finalize web pages for outreach and training Month 2 3 Integrate programming and ORCID into SobekCM Create the interface for faculty to obtain ORCID iDs when registering with SobekCM Release source code as available Test new programming interfaces for usability D evelop training and promotion al materials for librarians conducting outreach Demonstrate prototype during a webinar Month s 3 6 6 Create ORCID iDs for UF faculty currently registered in SobekCM who have given permission Conduct broad outreach and promotion for UF and dLOC stakeholders Communicate with researchers about the value of the new iDs Month 7 7 Host workshop s to create ORCID iDs using the IR@UF for each of the UF researcher groups: IFAS, Health Science Center, College of Engineering, Center for Undergraduate Research, and others to be confirmed P rovide training and support to dLOC partner institutions Refine integration of ORCID API based on feedback En sure all outreach, promotion, and technical information is documented and available in the IR@UF for others to use S erve as reference for organizations interested in ORCID integration Month s 8 12

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Page 7 of 8 Budget Funding for ORCID membership fees has been approved by the Dean of University Libraries, Judith C. Russell and therefore is not reflected in the budget request detailed below. Expense Categories Details Total (including fringe) Student P rogrammer $15/hour for 20 hours/week for 50 weeks $15,6 9 0 Student O utreach Service P rovider $12/hour for 3 43 hours $4, 305 Total request $ 19,995 Bibliography Additional resources listed and linked in the bibliography for this proposal: http://ufdc.ufl.edu/AA00016480/00001/pdf

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Page 8 of 8 Workflow



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Page 1 of 7 Integrat ing ORCID into SobekCM at the University of Florida Valrie Minson (PI), Mark Sullivan (CO PI) Laurie Taylor (CO PI) In tegration Plan and System Information The George A. Smathers Libraries at the University of Florida ( the Libraries ) respect fully request $20,000 in Sloan Foundation support to i ntegrate ORCID identifiers (iDs) into the Open Source SobekCM r epository software ( https://code.google.com/p/sobekcm/ ) developed at the University of Florida (UF) and now used by institutions around the world UF was established in 1853 and is a comprehensive, research university most academically diverse public institutions UF is one of only 17 public, land grant institutions i n the Association of A merican Universities 1 and has 1 6 colleges and more than 200 centers, bureaus and institutes. UF faculty numbers more than 4,000 The library includes 96 faculty members which provide research services to the colleges and departments. About SobekCM The SobekCM Open Source software ( http://ufdc.ufl.edu/sobekcm ) was created in 2006 by software developer Mark Sullivan and powers digital collections and libraries which present and m aintain scholarly, library, archival, and museum materials. SobekCM was initially developed to meet the needs of the State University Libraries Today, SobekCM supports all UF Digital Collections (UFDC ), including the UF Institutional Repository at UF (IR@ UF), and more than 500 digital libraries and collections owned by partnering institutions. The UFDC includes 112,017 titles which contain 342,670 total items and over eight million pages of material in the digital collections Collectively these materials feature the work of more than 5,000 scholars linked to thousands of materials and, since January 2013, have been viewed more than 40,750,941 times. The IR@UF, a collection containing the intellectual output of UF researchers, contains more than 23,000 tit les with more than 1,967,000 pages of material. Since January 2013 these items have been viewed more than 590,000 times. 2 In addition to detailed collection usage, SobekCM i ncludes a robust suite of functional it y tailored to meet a broad audience of users including librarians curators, and scholars Features include: s upport for all file formats different types of user levels and permissions, online submission capabilities, metadata editing (Dublin Core, MODS, MARC, DarwinCore, GML, METS, and mor e), 1 http://www.ufl.edu/about uf/ 2 http://ufdc.ufl.edu/statistics/usage/ufir

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Page 2 of 7 integrated tracking and reporting for workflow management unique serial display and browsing, quarterly usage statistics delivered via automated emails to registered contributors, Google Map based geographic search and display, and support for mul tiple user interface languages, including French and Spanish. UF is committed to supporting and enhancing SobekCM as a versatile, scalable platform utilized by a wide range of institutions. The project team would like to leverage the existing SobekCM arch itecture to improve common authorship needs and improve data exchange across institutions Integrating ORCID iDs The SobekCM software currently enables user s and contributors with the capacity to edit basic information about submitted material, including primary author(s) and other contributors UF affiliated authors are assigned standard IDs which are provided to all faculty, personnel and students. SobekCM provides authenticated access to Shibboleth 3 and to other institutions where integration with Shibboleth is available. SobekCM also supports new registered users from both within UF and from affiliated scholars approved for submitting materials to the IR@UF. The project team plans to in tegrate a workflow into SobekCM s submission process. This will extend functionality by prompting all existing and new UF contributors to create ORCID iDs as well as to populate their ORCID profile with publications, grants, and other research output Sob ekCM supports multiple methods for automated discovery, search, and harvest of data including OAI PMH, XML returns for all searches and browses with pointers, and the existing JSON API. Additionally, SobekCM utilizes microservices, enabling ease of futu re extension and integration. By integrating ORCID iDs with SobekCM ORCID resources and data also will be available through SobekCM for direct use by the University faculty or for consumption into additional university resources. Outreach To support cam pus wide adoption UF Librarians will conduct outreach, provide training, and support promotion and availability of ORCID iDs to select ed UF and external contributor groups. For example UF L ibrarians representing all disciplines at UF will hold workshops to help scholars simultaneously create new SobekCM accounts and ORCID iDs. Librarians also will conduct surveys and usability assessments for the new interfaces to ass ess this process, gather feedback and enhanc e the system Plans for these activities deta 3 For more on UF identity management, and future updates which would all be integrated with SobekCM, see: http://identity.it.ufl.edu/process/technologies/shibboleth/

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Page 3 of 7 Stakeholders Integrating ORCID iDs into SobekCM is of interest to many UF stakeholders and external adopters Scholars from each of the 16 colleges, and their respective scholarly output are represented in the institutional repository [ IR@UF ] along with other SobekCM partner repositories. Initially, g roups selected for outreach and promotion during the grant period include Agricultural Sciences (IFAS) with more than 900 faculty in 16 a cademic departments, including the School of Forest Resources and Conservation and the School of Natural Resources and Environment, 12 Research & Education Centers, and 68 County Extension locations throughout Florida Other campus stakeholders and future beneficiaries include the Division of Sponsored Programs (DSP) for grant related materials Office of Institutional Planning and Research for providing analytic services and units actively using enterprise systems such as VIVO The project team also will provide outreach to campus entities in utilizing ORCID iDs for further data integration Beyond benefiting UF stakeholders the team will integrate ORCID iDs to support the Digital Library of the Caribbean (dLOC ; http://www.dloc.com/ ) dLOC is a cooperative digital library of Caribbean cultural, historical, and research materials held in archives, libraries and private collections in the Caribbean and circum Caribbean. The Libraries serve as tec hnical leader for the 37 partner member institutions within the dLOC. UF will collaborate with scholars affiliated with dLOC from partner ing institutions to provide training and support. In addition, this integration will provide for more robust linkages b etween the different researchers and contributors. This will provide a richer searching and discovery interface to our roughly six million visitors annually. Rationale Author disambiguation is a foundational challenge for the global research community. Associating publications, grants and data s ets to appropriate author s or creator s is universally problematic given name duplication between authors, as well as name variants that exist for a single author. ORCID is positioned to be part of the solution by providing persistent digital identifier s to distinguish one researcher from an other However, without integration of ORCID identifiers in primary data systems, the connection between researcher and research output is not accomplished. Integration of ORCI D iDs with SobekCM will benefit UF stakeholders and partners by : i mprov ing a uthor disambiguation challenges e nhanc ing annual faculty publication reporting process es, specifically for the Institute of Food and Agricultural Sciences (IFAS) which is a part nership between UF, Florida A&M University, and Florida Cooperative Extension Service ( including federal, state, and county governments) s upport ing researcher profiling and assessment systems (e.g., VIVO Academic Analytics) p osition ing UF for additional progress in author disambiguation as ORCID iDs are nationally or internationally adopted

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Page 4 of 7 Use cases : ORCID creation for authors: A chemistry professor wants to contribute an open access article to the IR@UF and does not have an ORCID i D. The researcher understands the role of an identifier in demonstrating his research impact and logs into the IR@UF and the interface allows him to easily create an ORCID iD ORCID creation for co authors : An author submits a journal article to the IR@UF list ing four co authors. Based on the citation information, SobekCM with the ORCID API find s possible ORCID iD matches. IR@UF prompt s the author to verify the coauthors based on the matches found through ORCID iDs. Associate publications dat a sets presentations, poste r sessions, audio, video, and other scholarly and creative works : A n agricultural science researche r, when listed as a PI or lead author submits authored papers training videos, data sets, conference posters, reports, grant proposals, and other scholarly works to the IR@UF The researcher would like to locate all materials in the IR@UF where he/she was a collaborator and to display the collaborative and single author works together The researcher logs in and locates and connects a full list of materials with her ORCID identifier. Support institutional data efforts : A Data Curation Coordinator for a campus research center wants to include ORCID identifiers in a locally managed profiling system and is already using the SobekCM API for UF authored publication data. The coordinator update s the query for the SobekCM API to include available ORCID iDs. Leverage ORCID identifiers for supporting external data sources and disambiguation : An Analyst in the Office of Institutional Planning and Research is developing a new reporting methodology to enhance faculty publication tracking and reportin g on all authored publications already in the IR@UF as well as public ations held in other publisher database The Analyst uses the ORCID iD to disambiguate publications as needed. Reduce author disambiguation issues : A librarian would like to locate all the research on a professor who has published under several names (e. g., John Sm ith, J. John Smith, J. Smith, Jorge J. Smith, etc .) and locates the author and ORCID iD in the IR@UF and then uses the ORCID iD to find additional research materials by this author Create unit publication lists, for reporting (and more): The De an of Research for the Institute of Food and Agricultural Sciences hopes to create a list of all faculty papers within his 28 departments for publication reporting. His Reporting C oordinator uses the list of ORCID i Ds to retrieve the list of publications. Impact assessment: A PhD candidate in the Classics department is working to develop his professional portfolio. He submits a poster presented at a recent conference to the IR@UF and creates an ORCID iD in the process. He later receives usage statistics reports from the IR@UF and uses th e se along with his ORCID iD profile page to show his research impact to prospective employers.

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Page 5 of 7 Library outreach: A lab assistant submits a data set to the IR@UF and is prompted to input an ORCID iD He reads through the He creates an iD and contacts a librarian to give a workshop on methods for assessing research impact. Work P lan The project team recognizes th e need for full socio technical support (people, policies, procedures, and technologies) to achieve successful integration. Thus, the work plan includes elements of technological development, outreach, training, and other types of support. The steps outlined in the work plan below are not listed chronologically. 1) Create and post position descriptions to hire a programmer and an outreach / support service provider 2) Develop programming to i ntegrate the ORCID API into SobekCM to directly query and post to the ORCID API for a. C reating new ORCID iDs and b. Search by name or O R C I D iD for authors and co authors 3) Utilize the ORCID API to a. Create ORCID i Ds for all existing UF authors who have registered in SobekCM b. Create an interface for new registering faculty to obtain ORCID i Ds 4) C onduct usability assessments on the new interface 5) Extend SobekCM interface with ORCID iDs to support disambiguation of authors and co authors : a. Create ability to enter the ORCID iD for co authors, directly in online system b. Develop user prompts query ing the user to verify when co author match es are found 6) P romote and p erform outreach on availability and benefits of ORCID iDs a. Develop support materials for outreach, including scripts for librarians b. Provide training to librarians c. Target outreach and promot ion to UF faculty, postdoctoral researchers, clinicians, graduate students, and other affiliated scholars in selected groups d. Target outreach and promotion to Caribbean scholars both at UF and other institutions, who are approved for submission to dLOC e. S hare all outreach materials as Open Access 7) Share ORCID and Digital Object Identifiers/PURLs a. Share ORCID and Digital Object Identifiers/PURLs through SobekCM, making the data available for automatic discovery, searching, and harvesting in an open manner. T imeline

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Page 6 of 7 Deliverables Timeline 1 Create and p ost job notice s for two student employees Initiate internal outreach by training librarians to liaise and support UF scholars Month 1 2 Hire student employees and begin training Develop basic interaction with the ORCID API, allowing creation of ORCIDs and searching by name, ORCID, etc. Finalize web pages for outreach and training Month 2 3 Integrate programming and ORCID into SobekCM Create the interface for faculty to obtain ORCID iDs when registerin g with SobekCM Release source code as available Test new programming interfaces for usability D evelop training and promotion materials for librarians conducting outreach Demonstrate prototype during a webinar Month s 3 6 6 Create ORCID iDs for UF faculty currently registered in SobekCM who have given permission Conduct broad outreach and promotion for UF and dLOC stakeholders Communicate with researchers about the value of the new iDs Month 7 7 Host workshop s to create ORCID iDs using the IR@UF for each of the UF researcher groups: IFAS, Health Science Center, College of Engineering, Center for Undergraduate Research, and others to be confirmed P rovide training and support to dLOC partner institutions Refine integration of ORCID API based on feedback En sure all outreach, promotion, and technical information is documented and available in the IR@UF for others to use S erve as reference for organizations interested in Month s 8 12

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Page 7 of 7 ORCID integration Budget Type Cost Elements Total P rogrammer $15/hour for 20 hours/week for 52 weeks $15,600 Student outreach service provider $12/hour for 366 hours $4,400 $20,000 Bibliography Additional resources listed and linked in the bibliography for this proposal: http://ufdc.ufl.edu/AA00016480/00001/pdf