RDA’s 22nd Plenary Meeting (RDA VP22)�‘’Local Action - Global Connection’’��

Equity Challenges for National PID Strategies

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National PID Strategies IG

14 - 23 May 2024. Virtual

RDA’s 22nd Plenary Meeting (RDA VP22)�‘’Local Action - Global Connection’’��

14 - 23 May 2024. Virtual

Welcome new RDA members!

Each RDA member complies with 6 Guiding Principles:

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Consensus

Openness Inclusive

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Harmonization Non-profit and� technology-neutral � � Community-driven

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RDA’s 22nd Plenary Meeting (RDA VP22)�‘’Local Action - Global Connection’’��

14 - 23 May 2024. Virtual

Agenda (session #1)

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1. Introduction to the IG and update on activities - co-chairs Natasha Simons & Hana Heringova
2. Other PID Session highlights - Josh Brown, More Brains Cooperative
3. Equity challenges for National PID Strategies (panel discussion)
1. Helena Cousijn DataCite
2. Lombe Tembo ORCID
3. Melroy Almeida Australian Access Federation
4. Open discussion
5. Summary and close

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RDA’s 22nd Plenary Meeting (RDA VP22)�‘’Local Action - Global Connection’’��

14 - 23 May 2024. Virtual

Agenda (session #2)

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• Introduction to the IG and update on activities - co-chairs Chris Brown & John Aspler
• Other PID Session highlights
• Equity challenges for National PID Strategies (panel discussion)
• Arturo Garduño-Magaña - DataCite
• Ricardo Hartley Belmer - Central University of Chile
• Jiban K. Pal - Indian Statistical Institute
• Joy Owango - Africa PID Alliance
• Washington Segundo - Brazilian Institute of Information in Science & Technology
• Melroy Almeida Australian Access Federation
• Open discussion
• Summary and close

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RDA’s 22nd Plenary Meeting (RDA VP22)�‘’Local Action - Global Connection’’��

14 - 23 May 2024. Virtual

Collaborative Session Notes

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https://docs.google.com/document/d/1AvsFW1ieGgTYUQ1ub2pHChympo4KJhH9nTu7_A5lO_c/edit

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Agenda

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• Introduction to the IG and update on activities
• co-chairs Natasha Simons & Hana Heringova
• Other PID Session highlights
• Josh Brown, More Brains Cooperative
• Equity challenges for National PID Strategies (panel discussion)
• Helena Cousijn DataCite
• Lombe Tembo ORCID
• Melroy Almeida Australian Access Federation
• Open discussion
• Summary and close

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Welcome to the National PID Strategies IG

Main purpose is to facilitate information exchange between those developing and/or delivering national PID strategies to improve coordination and alignment and to streamline efforts between countries through RDA.

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1. Transitioned from former WG
2. Endorsed by RDA Council
3. Will maintain and build on the outputs of the former WG (now closed)

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National PID Strategies co-chairs

Natasha Simons, ARDC, Australia

Christopher Brown, Jisc UK

Hana Heringova, NTK, Czech Republic

John Aspler, CRKN, Canada

National PID Strategies prior WG - Outputs

1. Pathways to National PID Strategies: Guide and Checklist to facilitate uptake and alignment
2. Case Studies from Australia, Canada, Czech Republic, Finland, Germany, Korea, New Zealand, the Netherlands, United Kingdom

National PID Strategies WG - outputs - key messages

1. National PID Strategies are on the rise
2. There is no single ‘cookie cutter’ approach to developing a national PID strategy
3. Critical components include:
• A clear value proposition with use cases
• A group or organisation that is responsible for driving strategy development
• An open, inclusive, iterative process that involves all stakeholders
• An accompanying roadmap that outlines practical steps for implementation
4. Engagement between national PID strategies and PID providers is important for success

National PID Strategies WG - Outputs

Outputs available on RDA Zenodo community and via the RDA National PID Strategies WG website

You can use these to:

• Inform the development of your national PID strategy
• Develop a roadmap to accompany your strategy
• Align with international initiatives in this important area
• Facilitate stakeholder engagement with national PID strategies
• Connect, communicate and collaborate with others developing national PID strategies

National PID Strategies WG - thank you RDA Tiger

White paper - https://www.rd-alliance.org/system/files/National-PID-strategies-white-paper.pdf

Checklist - https://www.rd-alliance.org/system/files/National-PID-Strategies-Checklist%20Visual.pdf

National PID Strategies WG - thank you RDA Tiger

National PID Strategies WG - thank you RDA Tiger

National PID Strategies IG - activities mapped to goals

IG Goal #1: Facilitate information exchange between those developing and/or delivering national PID strategies

Activities:

• IG meetings (incl. online between plenaries) to share presentations on new and updated case studies and facilitate discussion

IG Goal #2: Facilitating engagement between developers of national PID strategies and international PID providers such as ORCID, DataCite and CrossRef

Activities:

• Focussed conversation between IG members and various PID providers at meetings and other events
• Explore possible opportunities to work better together

Proposed IG activities mapped to goals

IG Goal #3: Collaboratively developing the value proposition for national PID strategies overall as well as its component parts (such as grant identifiers, person identifiers, organisation identifiers) that can be reused/adapted by the community

Activities:

• IG meeting for members to decide on focus areas. Possibilities include:
• Value proposition development
• Governance and service models
• Guidance materials on what types of entities PIDs can be assigned to and which PIDs might be used for what purpose
• Benchmarking PID adoption levels - strategies and techniques
• Developing a Capability Maturity Model - nationally, for stakeholder groups (e.g. funders)
• Mapping the policy landscape for PID mentions
• Creating a website or similar to share National PID Strategy information more easily (view case studies, get in contact with people etc)

Proposed IG activities mapped to goals

IG Goal #4: Collecting case studies of national PID strategies from countries across the globe

Activities:

• Encourage submission of new and updated case studies using the template designed by the WG
• Update the case study template if needed

IG Goal #5: Maintenance of the guide and checklist produced by the National PID Strategies WG

Activities:

• Periodically update the guide and checklist with new case studies received

National PID Strategies Session Block for 3.5 hours

Update from PID IG / Empowering an Irish National PID Strategy session

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Josh Brown,

co-founder of the MoreBrains Cooperative

Developing an Irish National PID strategy

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Why?

• Supports implementation of Ireland’s National Action Plan for Open Research 2022-30

What?

• Cost benefit analysis of persistent identifier (PID) adoption in Ireland
• National PID Strategy Roadmap for Ireland

Who?

• MoreBrains Cooperative
• NORF and its PID Task Force
• Irish research stakeholders

When?

• Project runs from October 2023 - July 2024

How?

• Inclusive — community consultations
• Evidence-based — data gathering and analysis
• Transparent — openly available outputs

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Why is an Irish National PID strategy needed?

From the National Action Plan for Open Research

Developing a National PID Roadmap for Ireland

RDA National PID strategies IG, May 14 2024

Josh Brown, MoreBrains Cooperative

What does the Irish National PID strategy comprise?

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1. A cost benefit analysis of persistent identifier (PID) adoption in Ireland

• Full report published in April 2024: Efficiency and insight: A cost-benefit analysis for a central service to support persistent identifier implementation in Ireland
• MoreBrains’ established methodology (used for similar work in Australia and the UK) estimates cost savings resulting from a reduction in time spent rekeying data into multiple systems
• Findings are based on adoption of four priority PIDs (Crossref and DataCite DOIs for outputs and grants; ORCID IDs for researchers; Research Activity Identifiers (RAiD) for projects; and Research Organization Identifiers (ROR) for organisations
• Includes cost of a central support service for Irish HEIs
• Five-year savings equate to more than 4,000 days of staff time each year, equivalent to nearly €1.8M

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What does the Irish National PID strategy comprise?

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2. A National PID Strategy Roadmap for Ireland

• Stakeholder consultations: To determine current levels of engagement in PID initiatives and services, and evaluate current PID provision in relation to the National Plan for Open Research
• Goals and interventions for each PID: Analyse opportunities for cross-PID integrations to further enhance value, eg, embedding ORCIDs in funder, repository, and institutional information systems
• Strategic SWOT analysis: Intersectional analysis of findings to identify strategies that build on strengths (eg, national ORCID consortium) and improve on weaknesses (eg, resource gaps) to capitalise on opportunities and mitigate threats
• Final report: Including longlist of priorities and interventions, a timeline and milestones for the roadmap. Draft to be shared for public comment before finalisation

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Who is involved in the Irish National PID strategy?

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National Open Research Forum (NORF) - lead organisation

• Aislinn Conway, Lisa Griffiths

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PID Task Force - key stakeholder representatives appointed by and chaired by NORF

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MoreBrains Cooperative - consultants specialising in open research and research infrastructure, who were awarded the contract to conduct this review and analysis

• Josh Brown, Phill Jones, Alice Meadows, Fiona Murphy

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Irish research community - participating in community consultation activities and events

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When will the Irish National PID strategy be developed?

Completed:

• November: Irish PID Task Force established
• November/ December: Community survey conducted and analysed
• February: Engagement plan finalised
• April: Cost benefit analysis and report published
• March/April: Community consultations (focus groups, workshop)
• April: Strategic SWOT

In progress:

• March/June: Community engagement (webinars, blog posts, etc)

Next steps:

• June: Draft report available for public comment
• July: Final report published
• July: Post- consultancy national PID group established

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How will the Irish National PID strategy be developed?

Inclusive

Engagement plan includes:

• Community consultation (survey, focus groups for institutions, funders, infrastructure/ service providers, workshop)
• Broadcast outreach (webinars, blog posts, etc)
• Strategic relationships

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Evidence-based

Data gathering includes:

• Survey and analysis
• Digital Science Dimensions and OpenAlex databases
• DFHERIS

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Transparent

Publicly available outputs will include:

• Cost benefit analysis calculations and report
• Final report, including survey analysis, and other consultation findings (anonymised and aggregated)

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Our vision for the Irish National PID strategy

Widespread adoption and integration of PIDS will:

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• Improve productivity and satisfaction of Irish researcher through automation
• Researchers will spend less time on administrative tasks and more on their research
• Improved information flow will make research evaluation less burdensome
• Increase open research practices in Ireland
• FAIR data will be the norm (you can’t be FAIR without PIDs!)
• PIDs will support transparency throughout the research process
• Make the impact or Irish research easier to track
• PIDs will provide reliable connections between researchers, their organisations, grants, and outputs — past, present, and future
• Better information about research inputs, activities, outcomes, and impact will enable better policy-making and evaluation of policy effectiveness

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Working with PIDS in Tools IG

Introduction and Update

RDA Virtual Plenary 22

May 2024

Background

• Forum for exploring practical implementation of PIDS

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• Involving
• Developers of tools that incorporate PIDS
• Institutions that adopt and implement PIDS
• PIDS providers

Past activities

• Incorporating IGSN IDs into research tools

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• Joined up use of PIDS in workflows involving multiple research tools

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• Issues faced in institutional implementation and adoption of PIDS

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• Coordination with National PID Strategies WG

Plenary 22 session

Bridging Platforms and Practices:

Bringing more tools together using PIDs

• PIDINSTS

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• RAiD

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• CEDAR/DataCite

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• CU Boulder Open Science Project

Thursday 16^th 14:00 UTC

Thursday 23^rd 7:00 UTC

Panel discussion

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Helena Cousijn�Director of Community Engagement at DataCite

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Lombe Tembo

Engagement Lead and Grant Programme Officer at ORCID

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Melroy Almeida

ORCID Engagement & Community Lead at Australian Access Federation

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Global Access

to Connect Research

Helena Cousijn

14 May 2024

22nd RDA plenary meeting

@datacite

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@datacite@openbiblio.social

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DataCite

We are a global community that share a common interest: to ensure that research outputs and resources are openly available and connected so that their reuse can advance knowledge across and between disciplines, now and in the future.

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As a community, make research more effective with metadata that connects research outputs and resources–fro m samples and images to data and preprints. We enable the creation and management of persistent identifiers (PIDs), integrate services to improve research workflows, and facilitate the discovery and reuse of research outputs and resources.

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The starting point

• How do we ensure equitable access to our services so research from around the world can be connected?
• In consultation with the community and led by regional expert groups, we discovered we need to address:

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• Lack of underlying infrastructure
• Limited awareness of the (value of) PID infrastructure
• Financial barriers

Global Access Program

In 2023, DataCite launched a global access program with support from the Chan Zuckerberg Initiative to promote greater equity in the global research ecosystem.

By expanding access to research outputs and resources in underrepresented regions, the program aims to support the participation of researchers in the global scholarly community and enable greater collaboration and innovation across borders.

Three pillars

• Community awareness
• ambassadors program
• consortium partnership program
• webinars and regional events
• Infrastructure
• landscape analysis
• collaboration with service providers
• Global Access Fund
• call for proposals

Puzzle icons created by Freepik - Flaticon

Global Access Fund 2023

• Call for applications: September 1 - October 15 2023
• 185 applications from Africa, Asia, Latin America, and the Middle East
• Reviewed by GAF committee, external reviewers and DataCite Board
• Categories
• Outreach
• Infrastructure development
• Demonstrators

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Applications received

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GAF Awardees

Outreach

• Arab Center for Social Sciences (ACSS), Lebanon
• Autonomous University of Zacatecas, Mexico
• Busitema University, Uganda
• Information and Library Network (INFLIBNET), India
• National University of Rosario (UNR), Argentina
• Université Virtuelle de Côte d’Ivoire, Ivory Coast
• Zimbabwe University Libraries Consortium (ZULC), Zimbabwe

Infrastructure

• Institut Teknologi Sepuluh Nopember, Indonesia
• National Science Library of Georgia, Georgia

Demonstrators

• Centre National Universitaire de Documentation Scientifique et Technique (CNUDST), Tunisia
• Eko-Konnect Research and Education Initiative, Nigeria
• University of São Paulo, Brazil

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https://doi.org/10.5438/XR20-PJ13

Together towards Global Access –

join our call for support!

• Open now.
• All supporting orgs and individuals will be recognized on our website.
• Every contribution will bring us one step closer to connecting research and advancing knowledge globally.

https://doi.org/10.5438/yxje-bv39

Global Engagement

Towards an equitable and inclusive research ecosystem

• Working with local partners and stakeholders on training on topics such as metadata management, data citation, and repository management, as well as support for the development of new tools and workflows that can help to streamline and connect the research lifecycle.
• Ultimately, the goal is to help to create a more equitable and inclusive research ecosystem, where all researchers and communities have the tools and resources they need to share and connect their work.

info@datacite.org

@datacite

pidforum.org

datacite.org

datacite.org/blog

support.datacite.org

support@datacite.org

DataCite

in

@datacite

@datacite

The Global Participation Program

Lombe Tembo

Grant Program Officer/Engagement Lead, ORCID

l.tembo@orcid.org

https://orcid.org/0000-0002-7532-7126/

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14th May, 2024

22nd RDA Plenary meeting

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A brief overview of ORCID

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First, A Few ORCID Facts…

• Independent not-for-profit open to participation by all
• Registry launched in 2012
• Guided by our values and founding principles
• Committed to making FAIR Open data available via our Public API and Annual Public Data File
• Ensures transparency by allowing any member to nominate a candidate for the board

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ORCID provides three main services

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Researchers are at the centre of everything we do

In a nutshell:

Researchers securely share their IDs with the systems they interact with, providing them with their ID, and providing additional information.

These systems share information about researcher activities, creating a chain of validated and trusted assertions about researcher activity.

In these assertions, Persistent Identifiers (PIDs) are key.

The right person gets credit for the right research activities and is associated with the right institutions. And it’s automated.

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We continue to make great progress on global adoption

Data collected on 14 Mar 2024�More data available at https://info.orcid.org/orcid-statistics/

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What is the Global Participation Program (GPP)?

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ORCID’s Global Participation Program (GPP) is a two-pronged approach to achieving equity in participation

https://info.orcid.org/global-participation-program/

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Global Participation �Program (GPP)

Membership Equity Program

Global �Participation Fund

More about the MEP and the GPF

^* As defined by World Bank income classifications

Membership Equity Program (MEP)

• Discounted membership fee structure for consortium members:
• 80% discount for low-income countries^*
• 50% discount for lower-middle income countries^*
• Lower threshold of 3 members for the initial year
• Fully funded by ORCID

Global Participation Fund (GPF)

• Two grant programs:
• Community Development and Outreach to fund local partners to build ORCID communities of practice in the Global South
• Technical integration to fund development of systems that are likely to drive participation in the Global South
• Made possible by the generosity of ORCID’s founding lenders (admin costs funded by ORCID)

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The structure of the program supports a diversity of grantees to spread the risk and increase the chance of positive outcomes

Other Grantee Benefits

• Dedicated ORCID staff contact
• Invitation to participate in the ORCID grantee forum and community
• Invitations to Grantee community events
• Invitations to ORCID virtual and in-person events
• Inclusion in ORCID’s ongoing communications program

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The focus and goals of the Fund align with ORCID’s strategic objective to increase global participation

Focus Communities

Organizations engaged in research and scholarship in low- and lower-middle-income countries, particularly in the Global South, where ORCID participation to date has been low.

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Goals

Remedy ORCID participation gaps in the focus communities area by providing grants to:

• Develop ORCID Communities of Practice in low- and lower-middle-income countries
• Build understanding and use of ORCID in local contexts
• Create and enhance technical integrations to support these burgeoning communities

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Keep a look-out for the announcement on https://info.orcid.org/global-participation-program/global-participation-fund/

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Next Grant cycle scheduled for October 2024

Global Participation Fund Awardees

Since 2022, there have been 16 grantees, as detailed below:

• First round awardees
• Second round awardees
• Third round awardees

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Thank you very much!

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Lombe Tembo, Grant Program Officer/Engagement Lead, https://orcid.org/0000-0002-7532-7126/ l.tembo@orcid.org

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Equity Challenges for National PID Strategies

Melroy Almeida

https://orcid.org/0000-0003-3522-7849

Acknowledgement of Country

In the spirit of reconciliation, I acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community.

I pay my respects to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

Photo by Pat Whelen on Unsplash

AUSTRALIAN ORCID CONSORTIUM LEAD

Equity Challenges & Inequity

• Equity Challenges point to the presence of obstacles to fairness

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• Inequity indicates the actual unfairness or disparity itself.

This Photo by Unknown Author is licensed under CC BY-SA-NC

AUSTRALIAN ORCID CONSORTIUM LEAD

Cost Barriers

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• Costs associated with PID adoption

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• Unpredictability for future costs for LMIC due to currency fluctuation

This Photo by Unknown Author is licensed under CC BY-ND

Equity Challenges & Inequity

AUSTRALIAN ORCID CONSORTIUM LEAD

This Photo by Unknown Author is licensed under CC BY-NC-ND

Equity Challenges & Inequity

Monopolisation

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• Including PIDs as a global requirement needs to consider embedded inequity of LMIC

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• LMIC already struggle with lower visibility and perceived credibility

AUSTRALIAN ORCID CONSORTIUM LEAD

Misalignment of funding & policy:

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• Policy may say “PIDs are mandatory, and organisations should actively use it for research funding”, smaller organisations may not necessarily be able to implement it due to cost constraints. Inequity for smaller organisations continues to increase.

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Photo by Elena Mozhvilo on Unsplash

Equity Challenges & Inequity

AUSTRALIAN ORCID CONSORTIUM LEAD

QUESTIONS?

AUSTRALIAN ORCID CONSORTIUM LEAD